INVX Morning Call

INVX Morning Call 6/3/2567


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INVX 6/3/2567: Flows Buy Crypto and Gold ( GS Gold 3/6/12 m at 2065/2125/2175) GS Buy BDMS, raise target price to Bt 38.70, bullish view on revenue and margin/ Prefer BDMS and HTC high conviction list Buy tp Bt 23.50/Research HANA cut target price to Bt 42 from Bt 66/Outperform BEM tp Bt 9(not include Orange line +Bt 1.50)/HMPRO tp Bt 13.50 better Sales and margin/ TIDLOR tp Bt 27,Earning recovery/ Theme Interest rate cut ( INVX expected first cut on April10 meeting vs GS 75 bps cut in June/Aug/Oct) vs Flows buy PIN ( program trading) and BAM (JV AMC with GSB mid April) vs Sell Bank ( negative impact on int.cut)
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INVX Morning CallBy Jarivun Aiempichitkijkarn


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