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INVX Morning Call 5/11/2024
INVX 5/11/2024
Today Thai Cabinet meeting with agenda Property stimulus and Tourism
IPO iROYAL Bt 6.50 listing in MAI/ Service today
US Election impact : worst case assumption impact Thai GDP25 by 0.5% from 3% and negative to Tech
Warnings Energy sector : weak 3Q24 Earnings from stock Loss : Prefer BCP and PTT Outperform
Tourism sector : weak 3Q24 Earnings qoq from seasonal low except AWC sector pick +qoq/+yoy , High Conviction list tp Bt 4.40
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By Jarivun AiempichitkijkarnINVX 5/11/2024
Today Thai Cabinet meeting with agenda Property stimulus and Tourism
IPO iROYAL Bt 6.50 listing in MAI/ Service today
US Election impact : worst case assumption impact Thai GDP25 by 0.5% from 3% and negative to Tech
Warnings Energy sector : weak 3Q24 Earnings from stock Loss : Prefer BCP and PTT Outperform
Tourism sector : weak 3Q24 Earnings qoq from seasonal low except AWC sector pick +qoq/+yoy , High Conviction list tp Bt 4.40
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