INVX 24/1/2566 : Today Cabinet meeting /SCGP 4Q'65 expected weak result ( mkt downgraded)/Prefer MINT Outperform tp Bt 38 to Centel Neutral tp Bt 42
: EIC raised 2566 Foreign tourism to 28 mil.( vs INVX 20 mil.+upside to Tourism) Prefer AOT MINT ERW and medical tourism BDMS
: Banking sector tone down from weaker Earnings of KBANK BBL SCB. Sector picks BBL KTB
: 2Q’66 Strategy Prefer Tech HANA and Energy BCP IVL and trading Buy PTTGC
: Company visit today 24/1/2566 : 10.00 KKP/ 15.00 CPF/15.30 SCGP
24 Jan.2566 สรุปคาดการณ์ผลการดำเนินงานไตรมาส 4 ปี ***SCGP Warning for Mkt downgrade Earnings
25 Jan.2566 : BOT MPC mkt expectation for 25 bps interest hike. Yr end’66 at 2%
25 Jan.2566 : IPO MASTER Bt 46, MAI /Healthcare