INVX Morning Call

INVX Morning Call 23/5/2566


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Policy risk กัญชากลับมาเป็นยาเสพติด Negative sentiment for SNNP OSP KISS ***Covid-19 Risk alerts Healthcare : Upgrade BCH Neutral to Outperform tp Bt 22,-2SD Ytd -19% benefit from Middle East (Lybia and Saudi Arabia)and China patients (IVF +Anti-Aging)***Auto Neutral STANLY raised target price to Bt 216 from Bt 205 vs Prefer AH ***PDP8 plan focus on LNG to 15%, Wind to 18.5% vs Reduce Coal from 30% to 20% ****Positive Gulf Bgrim vs negative Banpu***Stocks of the day Prefer BBL MAKRO (MSCI addition on May31,2566)
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INVX Morning CallBy Jarivun Aiempichitkijkarn


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