INVX Morning Call

INVX Morning Call 27/6/2567


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INVX 27/6/2567: Overweight Telecom ADVANC and TRUE with upside Earnings play from Data Centre and Cloud Policy/ Overweight Healthcare BDMS BH BCH CHG high season of Covid+ Influenza and Benefit from Monkutwattana Hospital : SSC cancellation / Overweight Energy Power Gulf and GRM TOP, short covering / Stocks of the Day Prefer ADVANC and AOT to spin-off AOTGA( 49% holding by AOT and 51% SAL (SKY +III) to be listed in SET in year 2568***Land Transportation Prefer BEM to BTS ***
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INVX Morning CallBy Jarivun Aiempichitkijkarn


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