INVX 4/4/2566 : GS upgraded BDMS to Buy tp Bt 35 but Downgrade Petrochem Materials to Underweight. Bullish Gold 3/6/12 m at 2050 and upside over 12 m at $ 2150/ Brent Oil year end’23 at $ 95/’24 at 105

: GS assumption on Thai Election if smooth, Bullish THB Currency, GDP’23 at 3.3%, Thai Tourism 28 min.tourists, Thai interest rate to final hike 25 bps on May 31,2566 to 2%. If protest, Bullish THB Bonds and no interest rate hike, downside risk on GDP and Toutism

: INVX Prefers AH BDMS/ Today XD SCGP Bt 0.35, DCC Bt 0.011

: INVX underweight Food sector news: Livestock and feed costs in March : Neutral CPF (end-23 SOTP PT of Bt 28.5), GFPT (end-23 SOTP PT of Bt 15) and BTG (end-23 SOTP PT of Bt 41).

: Today 4/4/2566 XD SCGP Bt 0.35 and DCC Bt 0.011

: วันที่ 5 เม.ย.ประกาศผลผู้ได้รับคัดเลือกให้ขายไฟฟ้าพลังงานหมุนเวียน 55200 MW Prefer GULF vs mkt trading GUNKUL

: Friday 7 April : SCC XD Bt 2.00/ DELTA AGM meeting for par split to Bt 0.1 / US Good Friday Holiday

: DELTA Cash Balance 3-21 เม.ย. 66

: SCBX 1Q’66 results ( 12.00 ) and Analyst meeting on April 21,2566