INVX Morning Call 26/8/2567: Funds Flow Buy Financial vs Sell Tech and Energy

Strategy Interest rate cut to calm down THB appreciation ( Thailand BOT cut by 25 bps on Oct16 and Dec2024 and US in Sept/ Nov-Dec2024) Benefit Financials Prefer MTC TIDLOR AEONTS and short covering play SAWAD and Property Prefer AP SPALI and SIRI and Power sector Prefer Gulf and CKP ***

Gov. Stimulus package Overweight Commerce Prefer CPALL CPAXT BJC HMPRO ***

Flooding impact + HMPRO GLOBAL Dohome and positive CKP ( Analyst meeting today at 10.00 am MS Team)