INVX 26/11/2024 : Flows to Sell Energy Oil down PTT PTTEP TOP BCP vs Buy Tourism AOT BH

4Q24 Earnings play +Q/Y +: GULF high Earnings record and upside from INTUCH Amalgamation

Stocks of the Day Prefer GULF and FTREIT ( DY’24 at 7.1% and ‘25 at 7.3%)

Program Trading Sell BCP( expectation to be removed from SETESG and SET50)

SET 50 /100

Play ( calculation till Fri.29 Nov.24 and announcement in mid Dec24)

SET 50 exp.to Add BANPU COM7 SAWAD CCET / Delete BCP CENTEL EA TIDLOR

SET100 exp. to Add AURA CCET COCOCO JTS PR9

/ Delete MBK RBF SKY TIPH TOA

Factors to watch :

Wed.27 Nov. 24 : Indonesia Election

Fri. 29 Nov.24 : IPO SNPS Bt 4.20 to list in SET/ Person

: THAI meeting

: SET 50/100 last calculation date

: Nov24 Book closing