INVX 22/8/2566 : Strategy Bi-Weekly Prefer BCP BDMS CRC ERW KCE /SET Index 2023 target at 1650 vs GS 1650

: Overweight Energy Tech Healthcare Tourism / Stocks of the Day Prefer KBANK KCE

: FTSE impact on Sept. 15 +TRUE/-VIBHA

: TIDLOR Neutral, cut target price to Bt 24

: GS Hedge Fund shifts were rewarded as cyclicals led the market higher in early summer but have been headwinds in recent weeks. Funds added to Energy and lifted their position in Financials to the highest