INVX 4/11/2024 : SET Index targets at 1450-1480

Program Trading Buy Rabbit / Sell COCOCO PROEN INSET BTC

Regional Flows : Buy Telecom ( INVX Overweight ADVANC tp Bt 300 and TRUE ) and Property ( Cabiet meeting on Tuesday 5 Nov.24, mkt exp. Gov. stimulus package) vs Sell Healthcare, Tech, Consumer

Research : Finance sector 3Q24 Earnings preview to be flat QoQ with higher ECL ( Outperform MTC TIDLOR AEONT: )

MSCI review announcement on Wed.5/11/2024 : mkt expected to add MTC IVL

US Election on 5 Nov.24 : Mkt talked on Tariff cut / impact DELTA TU

IPO IROYAL Bt 6.50, MAI/ Service on Tue. 5/11/2024

IPO MPJ Bt 6.00, MAI / logistic on Wed.6,2024

Key Events

Monday 4,2024: Board of BOT meeting at 14.00

Tuesday 5,2024: US Election/ Thai cabinet meeting/ IPO iROYAL listing

Wed. 6,2024: MSCI announcement/ IPo MPJ IPO listing

Thursday 7,2024: SCC Mgt Group meeting / MS Team at 13.00-14.00