INVX Morning Call

INVX Morning Call 23/3/2566


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: GS expected Gold 6-12 m at $ 1950 with upside $ 2050-2100. Brent Oil avg.2023 at $ 89 and next 12 m at $ 94
: Flows to buy Oil Brent avg.66 at $ 89 from Geopolitical risk / Flows rotate from Power to Oil GRM and Petrochem Prefer BCP IVL and trading PTTGC PTTEP
: FT rate on May-Sept.2566 at same rate 4.77 baht / unit to benefit real sector and Commerce Earnings +3% : most benefit CPALL +6% / MAKRO +4%/BJC CRC +3%/HMPRO GLOBAL +1%
: XD STEC Bt 0.30 today
: INVX Dr. Austin forecasted US Fed to cut rate on Nov. and Dec.23 to 4. 4% and next year 2024 at 3.8%
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INVX Morning CallBy Jarivun Aiempichitkijkarn


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