INVX cut target price of SCC to Bt 325 from weaker Petrochemical/ Negative Thai GDP growth’24 at 2.8% vs Positive Thai Politics movement with flows buy mid to small cap./ US Election with Trump play benefit USD and US Equity ***GS HK Conf. Poll survey most favorite asset 2024 : Cryto / Best Country weighting Japan wage increase and financial reform +Europe share buyback and M&A with 15% profit growth: Prefer sector Healthcare, Tech and domestic theme vs Headwinds Bank and Energy with high valuation***Stocks of the day Prefer TU and ADVANC