INVX Morning Call 25/3/2567: Short Covering Play for 1Q’24 Book Closing : +Petrochem IVL PTTGC and Utility GULF and GPSC / Alert for Trading hours to br changed earlier in afternoon session( from 14.30 to 14.00)/ GS Regional Flows Buy Taiwan and Korea + Tech vs Sell China and Consumer / Negative sentiment on TRUE Outperform tp Bt 9.50( Court case on TRUE+DTAC Synergy)/ Research KTB outperform tp Bt 22(Earnings recovery with positive loan growth and fee incime + Virtual banking play) / Asset Allocation : Buy Oil+Energy and Gold vs Take profit Crypto / GS highlights 5 themes : Interest rate cut/ Geopolitic/ Election/ 1Q Earnings play/ Gov. policy and seasonal *** Upgrade Property(except China) to Overweight/ Downgrade Healthcare to Marketweight. ***CPAXT meeting for Objection Ek-Chai synergy deal on March 29