INVX 25/8/2566 : Flows Buy Tech,Power and Healthcare vs Sell Bank Cons, Finance Petro.***Prefer BJC OP tp Bt 42, TISCO OP tp Bt 108,interim div. Bt 2, XD 6 Sep./ AOT FY'66 Earnings turnaround Bt +9.6 bn/ KTC UP tp Bt 44,new CEO to be effective on Jan. 1,2567 no significant impact on policy. ***Stock rotation from BDMS (management divestment) to BH (medical tourism)/ from Petro Oil to Power ( Prefer GULF )

: SET Index short term locked upside at 1550, waiting for Thai Cabinet namelist/ ***Market talk : Thai 3Q’66 GDP < 2Q’66 GDP, negative to Bank, lower loan growth, higher provision

: GS cut MXAPJ 2023 EPS ,Downgrade China banks/Metals & Mining to UW