INVX 3/8/2566 :Today KCG IPO Bt 8.50, listing in SET/Food

: Research : Stocks of the Day Prefer CPALL ADVANC vs Cautious Fin. Neutral MTC SAWAD KTC AEONTS THANI vs Underperform KTC

: Earnings outlook for 2Q’23-3Q’23 both qoq/ yoy : Negative Earnings for Con.Mat vs Positive ICT Land Transport Prefer ADVANC BEM

: Sep. 27 BOT next meeting, GS and INVX expected to be on hold at 2.25% vs EIC expected to hike more 25 bps to 2.5% by year end’23

: August trading rangse 1500-1570 ( 2Q'23 Banks' earnings beat/July Foreign net seller for 6 mths with Selling Bank Comm. Prop.)

: GS expected Oil WTI 3/6/12 m Neutral at $ 79/81/87 ***GRM play positive to Energy Prefer BCP and trading buy TOP

: Myanmar announced to extend State of Emergency for another 6 months and expected no Election this year ---negative to related investment companies

: SCC meeting summary : IPO SCG Chemical plan to be concluded next month in Board meeting /October 2566 to be key timing to re-Filing to process IPO plan

IPO SCG Decor : waiting for Board approval

2024 Strategy and new projects Focus more on Chemical Polymer/Bioplastic /Advanced Recycle in Europe/Low Carbon Footprint and Plastic

Interim dividend announcement Bt 2.50 (31% payout) vs normal payout 40%-50%

Petrochem outlook PE positive chance vs PP flat movement

: Wellness Toursim in Thailand Prefer BDMS BH SPA MINT