INVX Morning Call

INVX Morning Call 25/4/2567


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INVX 25/4/2567: Event Today XPG 15.00/ Group/ MS Team and Tomorrow 26/4/2567 Strategy Middle East Impact at 11.00 Group/ MS team*** Research ***BH 1Q24 Earnings high record, beat mkt 12%,higher Ebitda margin vs slower 2Q24 qoq, Neutral BH tp Bt 258( Foreign patients 67% of total Rev.)***MINT Outperform tp Bt 44,Preview 1Q24 Earnings Europe seasonal low with core loss Bt -200-300 mn vs high Europe Earnings season and Fitch ratings upgrade Bond ratings***SCC 1Q24 Earnings inline but better than mkt by 21% with better 2H24 Earnings from Chemical, DCA Accumulate tp Bt 325***Property weak and slow demand from waiting interest cut and no LTV,sector picks AP Outperform tp Bt 15 with new high Earnings’2024,1Q24 Earnings preview Bt 1.02 bn ***Middle East Impact + Healthcare Commerce F&B / Today XD QH Bt 0.10/WHAUP Bt 0.1925/ Analyst meeting today 14.00 PTTEP / Tomorrow 26/4/2567 XD KKP Bt 1.75 and IPO STX (StoneOne) Bt 3.00,MAI/Propcon sector
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INVX Morning CallBy Jarivun Aiempichitkijkarn


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