INVX 21/4/2566 : INVX 24/4/2566 : Regional Flows Buy Financial vs Sell Info.Tech and internet/ Cut target price of CBG Neutral new tp Bt 80/KBANK Neutral new tp Bt 146/KKP Outperform new tp Bt 75
: Market Talk on potential SET 50/100 to be calculated till end of May, announcement in mid June, effective in early July2566 : SET 50 add TLI WHA vs Delete INTUCH JMART
: Wealth Weekend Sector Winner only Healthcare +0.68% wow vs Loser Agri -4%, Energy -3.69%, Bank -1.88%, Tourism -1.18%, Transportation -0.63%***
: ETF Flows Buy High Yield, Bond***
: Stocks of the week : Prefer AOT and HTC
: Mkt talk ka SET 50/100 รอบหน้า กค 2566 คะ แต่ยัวมีเวลานอนำนวนถึง 30 พค แงประกาศกลางมิย 66 คะ
: GS 22/4/2023 Asia-Pacific Weekly Kickstart: MXAPJ declined 2% this week, dragged down by Thailand (-3%) and China again (-1.5% to -2.5%), while Philippines (+1%), Indonesia, Australia and Singapore (-0.5%) outperformed.
: GS ***Financials, Energy and Industrials continued to led Info Tech and Internet
: GS *** Taiwan's presidential election is scheduled to be held on Jan 13, 2024/ Since 1994, Taiwan markets traded down 4-9 months before presidential elections, recovered 2-4 months before and were mostly flat in the 2 months heading into the elections.