INVX 25/9/2567 : GS Fx THB/US$ 32 target short term vs 3 m Bt 33 and 12 m Bt 34

Program Trading Buy PTTGC , SCGP, BSRC, IRPC, PSL

China Stimulus Package play :

Flows Buy Energy Refinery Petrochem : INVX Prefer PTTEP PTT/ BCP TOP/ PTTGC IVL *** SCGP

Flows Buy Shipping PSL RCL and STA STGT TEGH TRUBB

Food sector Overweight with CPF Outperform ,sector picks tp Bt 29 and Outperform BTG. to Bt 28, GFPT tp Bt 16, TU tp Bt 18 ( 3 Q24 Earnings +y/+q and 4 Q24 better margin / Low season 3-11 Oct.24 Vegetarian Festival / benefit from interest rate cut/ no wage hike and limited Fx THB appreciation)

Healthcare Overweight with sector picks BDMS BH CHG

Mkt Talk : Cautious THG WARRIX NUSA ACAP