INVX Morning Call 5/8/2567

INVX 5/8/2567 : TRUE Outperform, raised tp to Bt 11.50/Consumer Fin. Prefer TIDLOR MTC AEONTS/GS new US Fed cut 2024 in Sep/Nov./Dec./Flows Sell Tech Auto

: GS Bearish THB vs JPY rallied on BOJ rate hike vs Gold prices added to the downward pressure on USD/THB. THB is one of more vulnerable Asian currencies to tariffs

: Mkt talked on US Recession risk and Short sell via Program Trading on PTTGC SAWAD CCET JMT

: Cautious Tech Auto Petrochem Tourism Agribusiness vs Prefer Telecom Healthcare Energy Utilities