INVX 4/12/2024 : SET Index 1450 and waiting for Dec18 to cut rate by 0.25% to add more 19 points to 1480

Foreign Flows Net Buy Equity and TFEX

Investment Theme :

Data Centre +AI play + GULF INTUCH ADVANC / INSET ITEL

E-Receipt ( 12 Dec24 ) play + CPALL HMPRO

Tourism High season +MINT ERW BDMS

Short Recovering play + GRM high season +BCP TOP BSRC SPRC

Government Debt restructuring (11 Dec 24) +AEONTS KTC

Selling pressure on

-EA Capital raising and Earnings dilution ( XR 13 Dec24 ratio 1:1@Bt 2)

-MONO mkt concerned on stock manipulated investigation

-SAWAD debt repayment and denied on Politician participation