INVX Morning Call 6/9/2567: Investment Theme for September ( seasonal low for Equity ) favors Domestic, Defensive Healthcare (3QEarnings seasonal high sector picks BDMS High Conviction list Outperform tp Bt 36 ( BH and BCH)

Prefer Telecom,Commerce,Financial vs Cautious Tech Auto Petro Oil and Export Food ( seasonal

Low Chinese Festival ( Oct3-11 and THB Appreciation)

GS Upgraded Consumer Commerce to OW

vs Downgraded Energy and Banks to UW