INVX Morning Call

INVX Morning Call 30/4/2567


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INVX Prefer MINT High Conviction list/ Outperform tp Bt 44,-1SD, bottom out from 1Q24 Core loss Bt 243 mn low Europe season but recovery in 2Q24 Europe high tourism season,sector pick***KTB High Conviction list,Outperform tp Bt 22,upside risk on NIM***Global 1Q24 below mkt,cut E’24 by 7%, better 2H24,Outperform tp Bt 18.50***SIRI Neutral tp Bt 2.20,1Q24 Earnings preview Bt 1.23 bn-qoq/-yoy / Cautious Auto AH weaker 1Q’24 Earnings preview ***Today no cabinet meeting / Wed.1 April no cabinet meeting / Thursday 2 April IPO SPREAM Bt 2.60,listing in SET ***INVX Event : Thai Econ. Export and GDP Outlook by Dr. Pisit, FPO, Ministry of Finance on Thurs. 2/5/2567 at 15.00, Group/ MS Team*** Program Trading Sell DELTA vs Buy STA STGT ASEAN*** Potential SET 50 Deletion BANPU COM7 KCE SAWAD
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INVX Morning CallBy Jarivun Aiempichitkijkarn


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