INVX 6/12/2024: Funds Flow Buy small cap and Foreign net sell big cap.

Research : Stocks of the day Buy AOT and BBL

Healthcare sector : Co-payment impact limited at 2-%-3%of total revenue and 2%-4% of core earnings in 2025 for private hospitals. To picks Prefer BDMS tp Bt 36

Commerce Prefer CPALL tp Bt 81, better Sales and Margin with upside on E-Receipt stimulus package on Dec12,2024.

Program Trading Buy only RBF and NETBAY

Mkt Concerned on VAT 15% ( Negative impact on Hotel and consumer sector ) vs Corporare tax cut to add Earnings(+5%) and boost SET Index ( mkt exp. 100 points)