Strategy Cautious Tourism Petro Commerce Food Property vs Prefer Bank higher interest rate and dividend season Prefer BBL KTB TTB +Insurance BLA +Healthcare BDMS BCH *** 3 Q’66 Earnings cut by 5% for TU Neutral tp Bt 15 more loss from Red Lobster / CPF BTG Earnings weak > 5% *** Today OPEC meeting and INVX Corporate Day 13.00 XPG/14.00 BCH/15.00 BCP Group/ MS Team