INVX Morning Call

INVX Morning Call 23/4/2567


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INVX 23/4/2567: Program Trading Buy OSP CBG RCL JAS JTS/ Research OSP Outperform tp Bt 28,positive 1Q24 Earnings preview Bt 814 mn,+73%yoy/+80%qoq,widen GM and high Sales Overseas( Myanmar high season)***KBANK Neutral tp Bt 140,1Q24 Earnings beat on local ECL, weak loans, NIM,Non-NII***Today XD BBL Bt 5 and Tomorrow Wed.24/4/2567 XD TIDLOR Bt 0.2698/stock dividend 27:1 and TISCO Bt 5.75***IPO TERA Bt 1.75 listing in MAI/TECH( NEX 51% holdings ) *** Flows Buy Consumer Finance MTC TIDLOR benefit wage hike Bt 400 on May1,2567(rotate from bank)/ Buy Power GULF BGRIM GPSC vs Energy Oil to peak at $90***วันนี้ราคาน้ำมันหน้าปั๊มปรับตัวลง / ราคาหมูขึ้น 4 บาท/กิโลและราคาไข่เป็ดปรับตัวขึ้น 0.20 บาท***GS Underweight Thailand with SET Index target 1400
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INVX Morning CallBy Jarivun Aiempichitkijkarn


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