INVX 6/6/2566 : Today CRC Management Group meeting Zoom at 14.30/ Prefer BDMS tp Bt 34 vs EPG Neutral and Cut target price to Bt 8.20(from Bt 11.30)
: Funds Flow Buy Tech Bank( Interest rate hike Prefer BBL KTB) Energy( OPEC+ Saudi cut production, Prefer BCP IVL) vs Sell Utilities
GS MXAPJ rebounded 1%, led by North Asia (Korea +2%, Greater China +1%) while ASEAN (down 0-2%) lagged.
2Qtd leading markets (Korea, Taiwan, India) continued to receive strong foreign inflows (US$ 1bn+ each) Sector : Internet, telecom, materials and info tech outperformed energy, utilities and financials sectors.
INVX Invitation : CRC NDR (Group Meeting; Zoom Meeting) on Tuesday 6, June 2023 at 14.30 – 15.30 Zoom Meeting
KBANK to raise interest rate,effective today***Dr. Austin, INVX Economis, expected both Thai and US Interest rate to last hike in May 2566
FTSE Index review to impact closing price of June 16,2566