INVX 6/11/2024 Foreign net Buy both Equity and TFEX

Today MSCI announcement/ effective on Nov.26,24

Today IPO MPJ Bt 6.00, MAI/ Logistic บริหารจานตู้คอนเทนเนอร์

GS alerts for 12 m Neutral US and Asia ex Japan vs Neutral Japan vs Underweight Europe

SET Index targets at 1500 in Dec24 ( more 25 bps interest cut on Dec18,24 and Gov.stimulus package) and 2025 at 1550 by INVX vs GS 1600

Theme Data Centre Play

Buy INSET tp Bt 3.50 > mkt consensus target at 3.20 with better 3Q24 Earnings and higher growth

Buy ADVANC TRUE and WHA AMATA

Program Trading Buy DELTA CCET BTC

Fund Flows Buy Tech DELTA HANA KCE

Buy Energy PTT PTTEP TOP( 3Q Earnings bottom /GS expected Oil Brent 3/6/12@ $77/77/75

Buy Bank BBL SCB TTB ( FIDF fee cut) and Consumer Finance MTC SAWAD TIDLOR KTC SAWAD ( Gov. มาตราการแก้หนี้)

High Conviction list Outperform HMPRO Outperform tp Bt 13, -2 SD ,Gov. benefit stimulus package with better SSSg