INVX 27/6/2566 : GS downgrades SET Index target to 1650 from 1700/Research Prefer AH investment in Avee in Malaysia+Outperform tp Bt 44/CRC weak Vietnam 24% of Sales impact***attached Banking sector report***

Stocks of the Day Prefer PTTEP CPALL and Bi-Weekly Strategy Prefer BBL BDMS AOT BCP and ONEE( small cap.play but ONEE to be deleted from SET100 in 2H’66)

***Flows to downgrade Tesla by GS , MS , Barclays and Flows to Sell Tech in US, Korea and Thailand.

***GS Asia Pacific Portfolio Strategy :***Downgrade Thai SET Index target to 1650 from 1700 Maintain Marketweight *** Seasonally weak 3Q