INVX 4/7/2567: Overweight Energy Prefer GRM play BCP TOP PTTEP and Gulf -1.5 sd ( 2Q24 Earnings positive/Gov. PDP 2024 review ) / Flows Buy Tech DELTA HANA ( KCE Outperform and laggard but no ESG list and SET50 deletion) / Bank 2Q24 Earnings play Prefer BBL KTB ( Flows Buy KBANK SCB) *** Foreign net buy both Equity and TFEX ***GS Overweight 3 month Oil Gold Cash *** Overweight Food Preference CPF BTG but TU negative impact short term on 8-12 July 2024 Share repurchase 200 mil. shs selling period but positive from. ITC 2Q24 Earnings recovery