INVX 29/3/2566 : Thai MPC meeting today exp. 25 bps hike to 1.75% and more 25 bps hike to 2% in May2566/ Oil Energy Consumer Finance outperformed vs Profit taking Toursim/ Prefer IVL KTB

: INVX and GS expected 2023 Brent Oiil avg. at $ 89. INVX prefers BCP IVL PTTGC

: Pre-Election Rally benefits Commerce Prefer CPALL MAKRO BJC and Consumer Finance MTC SAWAD

: Petrochem sector picks Outperform IVL tp Bt 62, -2sd and trading PTTGC tp Bt 56

: Bank Prefer BBL KTB ( KTB XD Bt 0.682k, DY 4.2%) Virtual Banking 3 licenses : potential 3 candidates are KTB, JMART and CPGroup

: SET Index target at 1660 in 2Q’66 vs 1700-1750 in 2H’66