INVX Morning Call 30/10/2024

MktTalk 30/10/2024 Entertainment Complex play

UTA: BA BTS STECON คาดการณ์ เป็น หนึ่งในผู้สนใจและมีโอกาสได้ดีลนี้

US Tariff/ Tax impact : Potential negative to DELTA and TU

Research : Stocks of the Day

Prefer WHA Data Centre Play and strong FDI and Backlog, best 4Q24 Earnings +Earnings growth24 12.7% and 16% in 2025

GLOBAL , 3Q24 Earnings miss from Fx and margin but better SSSg and Steel price recovery in 4 Q24. Outperform tp 18.50

HMPRO Outperform tp Bt 13, -2SD 3Q24 Earnings in line with Fx loss Bt 42 mn. Cut E’24 by 3% but better 4Q24 Earnings from better margin and SSSg

SCGP 3Q24 Earnings in line but weaker than mkt expected but better 4 Q24 Earnings. Outperform tp Bt 38

Program Trading Buy NEX SEI BTC vs Sell KCE HTEC

Europe negative impact : GS Underweight Europe,weaker Econ - KCE IVL and MINT