INVX 25 July 2566: Bi-Weekly Strategy Prefer ADVANC CPAXT SCGP OSP TNP/ BEM High Conviction list Outperform tp Bt 9.50/Bank Prefer BBL to KKP

: Banking sector : EPS growth’23 at 19% better than previous forecast at 13% from higher NIM and mark to market vs negative on higher provision and NPLs Prefer BBL

: Flows Buy Tech Bank (Power vs Sell Consumer Finance and Steel

: Stocks of the Day Prefer SCGP and BEM

: Analyst meeting Tue.25/7/2566 : 10.00 KKP / 15.00 SCGP +++27/7/2566 8.00 SCC and 15,00 ITC

: INVX Invitation : SCGP NDR (Group Meeting; MS Team) on Wednesday 26, July 2023 at 13.00 – 13.55