INVX 29/11/2565 : IPO AURA Bt 10.90 listing in SET/Fashion***Cabinet agenda Chop dee mee kuun/Ruo tiew duay gunn/Property transfer fee extension

: Warning for Commodity( Oil Gold Crypto down from unrest China / Thai export 0% growth next year ( October Thai export -4.4%)

: 4Q’Earnings play +y/+q Prefer BBL GULF MAKRO CRC SPALI AOT

: Football World Cup Prefer CPALL CENTEL MINT

: Export negative growth with Fx THB/US$ appreciation for Year 2565 (INVX 35.50-36/EIC 36) and Year 2566(INVX 36/EIC 34.50-35.50)

: MSCI Index review effective on Wed. 30/11/2565 : Mkt trading buy AWC CRC / Small cap add ERW RAM BAM JWD NEX / Deletion PSG SYNNEX/ Reduce weighting CPALL PTT ADVANC DELTA EA AOT BDMS PTTEP SCC