INVX Morning Call 27/9/2567

Today Healthcare sector Group/ MS Team 16.00

Cautious SCGP weaker 3 Q24 Earnings with downside risk

Prefer AP Upgrade to Outperform, raised target price from Bt 10.60 to Bt 12.90 and SIRI to SPALI weak backlog and earnings downside risk

Fx THB appreciation : Avoid TU GFPT CBG KCE

Limited or no impact :Commerce Bank Telecom Conmat

Negative Agri Beverage Electronic Export TU GFPT KCE / Indirectly Tourism MINT Healthcare

Benefit CPF BTG