INVX Morning Call 31/10/2024:

Investment Theme :Data Centre ( DELTA INSET) and SET50/100 new list ( calculation till end Nov24 /announcement in mid Dec24 / effective Early Jan25)

SET 50 COM7 and SET 100. PR9

Research :

SCC 3 Q24 Earnings weaker than mkt exp and 9 m Earnings accounted 69% of FY24 with 4 Q24 weakest quarter from LSP interest expense and impairment . Neutral tp Bt 260

BCH 3Q24 Earnings preview core profit Bt 474 mn buy mkt concerned on lower Kuwaiti patients and no conclusion on IPD and SC services revenue. Valuation -1 SD Outperform tp Bt 21

INVX Invitation : โค้งสุดท้ายเลือกตั้งสหรัฐ ใครจะมา? ไทยจะได้จะเสียอย่างไร? (Group meeting; MS Team)

Date : Thursday 31, Oct 2024

Time : 16.00 – 17.00

Speaker :           

Dr. Piyasak (Austin)

Join the meeting now

https://teams.microsoft.com/l/meetup-join/19%3ameeting_NTExZjFhMTgtN2E1Mi00Y2Y4LWI0YWItYWI0ZjJiOGI5MzJh%40thread.v2/0?context=%7b%22Tid%22%3a%2245202dee-4088-4e8c-8ebd-c01f56740e8f%22%2c%22Oid%22%3a%227067516c-a5a8-4c1d-96cf-f266d1dcba1f%22%7d