INVX 26/9/2566: Market talk on Property stimulus package on LTV relaxation : Positive to AP SPALI SIRI LH

Stocks of the Day Prefer AOT ( Tourism play tp Bt 84,DCF ) and BBL ( Best Earnings and NIM and interest rate Play )

Sector weighting Prefer Medical Tourism and Commerce sector vs Cautious Petrochem Consumer Finance

Power sector Prefer GULF( positive Earnings and added value from ADVANC and THCOM to BGRIM and GPSC

Today 26/9/2566 : IPO SAV Bt 19/ SET / Transportation sector

26/9/2566. Thai Cabinet meeting ( mkt expected for Digital wallet detail agenda)

Tomorrow 27/9/2566: BOT MPC meeting ( mkt expected to unchange int. rate at 2.25%)

Friday 29/9/2566: INVX Event : Blockchain for Digital Wallet at 13.00-14.00 / Group meeting/ MS Team