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INVX Morning Call 27/8/2567: Entertainment Complex play Buy Tourism AOT AWC MINT and Healthcare BDMS BH
Oil rebounded from Lybia stopped Oil production alerted Short recovering Energy PTTEP TOP BCP PTTGC and IVL
Cautious THB appreciation negative impact Food and Export AAI ITC ***
Commerce Prefer BJC ( laggard valuation and MSCI Small cap addition) and HMPRO valuation play-2SD ( 3Q24 weakest SSSg but better 4Q24)***
Research
GLOBAL Outperform / cut target price from Bt 18.50 to Bt 18.00 (weak SSSG)
HTC Buy on weakness/ cut target price to Bt 20 from Bt 23.50 from higher SG&A
By Jarivun AiempichitkijkarnINVX Morning Call 27/8/2567: Entertainment Complex play Buy Tourism AOT AWC MINT and Healthcare BDMS BH
Oil rebounded from Lybia stopped Oil production alerted Short recovering Energy PTTEP TOP BCP PTTGC and IVL
Cautious THB appreciation negative impact Food and Export AAI ITC ***
Commerce Prefer BJC ( laggard valuation and MSCI Small cap addition) and HMPRO valuation play-2SD ( 3Q24 weakest SSSg but better 4Q24)***
Research
GLOBAL Outperform / cut target price from Bt 18.50 to Bt 18.00 (weak SSSG)
HTC Buy on weakness/ cut target price to Bt 20 from Bt 23.50 from higher SG&A

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