INVX 3/9/2567: Research Initiate WHA Outperform tp Bt 6.60 base on 17x PE with NP growth 2024-2025 by 13%-16%

Stocks of the Day Prefer CPALL and CKP / Program trading Buy IVL vs Sell OSP ( 3Q24 loss Bt 600 mn booked from Myanma Glass plant )***

Cautious Oil downside risk and September seasonal pattern weak negative to Energy stocks esp. Petrochem *** and Cautious Export and Fx Baht appreciation impact Food

Mkt is waiting for Sep18 Fed cut timing and Thai Cabinet meeting for 2025 Budget spending during Sep3-5,2567 . SET Index to lock upside at 1380 vs GS 1390