INVX 6/7/2566 : IPO PHG Bt 21 listing today/ SET Healthcare ***Events 13.00 CPAXT CEO / 14.00 EIC 2023 Econ. Outlook/Cut target price of AEONTS TU

: Share listing today : JMT 42,880 shs.(ESOP-W)/ PROEN 29,370,350 shs.(PROEN-W1)/RABBIT 29,300 shs.(preferred conversion)/ SIRI 550.5 mil. shs. ESOP8

: Warning for Food sector : Risk for earnings downgrade and cut target price for CPF TFG BTG and TU vs GFPT weak in line

: AEONT big miss on ECL, weak loan growth and NIM, Cut Earnings’23-’24 by 20% and AEONTS Cut target price from Bt 211 to Bt 180

: TU Neutral / cut target price to Bt 15 from Bt 16.50, 2Q’23 Earnings preview Bt 940 mil. -40% yoy/-8%qoq, Red Lobster Bt -600 in 2023( 2Q’23 -120 mil.)

: GS 5 July 2023 Thailand: Inflation Eases in June'23 to 0.2% yoy vs 0.5% in May by lower food and transport costs**BOT to unchange rate with 25 bps hike rise

: BOT meeting schedule : Wed. 2 August / 27 September / 29 November 2023

: FOMC meeting schedule : Tue.-Wed.25-26 July./19-20 Sep./31 Oct.-1 Nov./ 12-13 Dec.2023