INVX 3/4/2566 : Strategy 2Q’66 SET Index target at 1660 and 2H’23 at 1700-1750

OPEC cut production 1 mil./bbld alerted GS upgraded Brent Oil '23 from $ 90 to $ 95/Research TU Neutral cut tp to Bt 16.50/ Downgrade PTTEP to Neutral /cut tp to Bt 187

INVX Invitation : Food & Restaurant sector update (Group meeting; MS Team) on Mon.3 April 2566 at 11.15-12.15 *** MS Team

Today 3/4/2566 XD THCOM Bt 0.50 / Tomorrow 4/4/2566 SCGP Bt 0.35 and DCC Bt 0.011

INVX 31/3/2566 : Wealth Weekend ETF Flows wtd to Bond Consumer Disc.

Sector Winners led by Bank +1.08%, Energy +0.73%, Tourism +0.38% vs Food -2.24%, Commerce -0.55%, Trans -0.17%

US Good Friday Holiday on Fri.7 April 2566 / XD SCC Bt 2.00

GS Asia-Pacific Weekly Kickstart: MXAPJ rose 2% further, led by Australia, Korea and China on easing of recent global banking fears and boost to sentiment following Alibaba & JD spinoff plans

GS lowers OPEC+ production 2023 forecast by 1.1mn bpd, and nudge up Brent forecast by $5 to $95/$100 for end-2023/24.

Australia (+3%), Korea and offshore China (2%) led, while Philippines (-2%), Indonesia and Taiwan (-0.5%) lagged

Metals and Energy (higher commodity/oil prices) outperformed Info Tech, Financials and Defensives