INVX Morning Call

INVX Morning Call 24/11/2565


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INVX 24/11/2565 : Overweight Commerce Prefer CRC CPALL MAKRO, better SSSg in 4Q’65-1q’66 and Gov. stimulus package / Football World Cup/ Pre-election rally/Better Tourism
: GS upgraded Petrochem to Overweight with Brent Oil assumption at $ 100 (4Q’2022) and $ 110 (1Q’2023)
: Stocks of the day Prefer CPALL GPSC, positive earnings and attractive valuation
: SET 50 Play : Potential Add DELTA COM7 RATCH CENTEL
: Flows to buy Energy with rising Oil and potential earlier China reopening +PTTEP ESSO TOP BCP SPRC
: IIG neutral to negative feedback from meeting
: XD Today GUNKUL Bt 0.06 / PRM Bt 0.09/PSL Bt 0.50/RCL Bt 2.25
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INVX Morning CallBy Jarivun Aiempichitkijkarn


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