INVX Morning Call

INVX Morning Call 2/4/2567


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INVX 2/4/2567: IPO APO (Asia Palm Oil) Bt 0.99 listing in MAI/ Agri.) / XD SCGP Bt 0.30***Negative short term for CPF Neutral tp Bt 22.50 vs Prefer GFPT TU / TRIS Credit rating downgrade CPF from A+ to A ***Research AOT Outperform tp Bt 80. (2Q24 Jan-Mar. Earnings Bt 5.8 bn +203% yoy/+25%qoq)***Program Trading Sell ITD MGI vs Buy SABUY ( MGI holds 1.7% with Board seat)***Flows China PMI rebound +Buy Petrochem IVL PTTGC vs Sell Refinery TOP BCP SPRC ***
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INVX Morning CallBy Jarivun Aiempichitkijkarn


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