Stocks of the day Prefer BBL and ERW/ Research KCE Outperform tp Bt 61,base on 29xPE 2567 *** 4Q’66 Earnings preview Bt 592 mil.+26% QoQ/ +17% YoY, better E’67 growth 55% lower copper and Ft cost ( 9% of total cost)***Investment Theme January Effect Prefer Bank and Telecom/ E-Receipt Prefer Commerce / Flows Buy Commerce BDI Shipping Healthcare vs Outflow Consumer Finance *** Mkt talk on Cabinet Reshuffle : Energy, Justice and Public Health***Cabinet meeting on Jan.3,2567 for budget spending agenda