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INVX Morning Call 6/9/2567
INVX 6/9/2567: GS raised Thailand SET Index 12 m target to 1450 from 1390.
Strategy Overweight Telecom ADVANC TRUE / Healthcare BH BDMS 3Q high season
Commerce CPALL CPAXT BJC HMPRO/ Financial MTC KTC ***
Short Covering Buy Energy vs Trim Tech and Food ( Veggie Frstival low season on Oct3-11)***
Gov. spending play and Vayupak fund listing on Oct10 and Interest rate cut ( US Fed 18 Sep./ Thai MPC 16 Oct.)***
Next month Virtual Banking license play ( KTB+Gulf+ADVANC+OR/ BBL+ Shoppee+ / SCB+ Kakao bank)
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By Jarivun AiempichitkijkarnINVX 6/9/2567: GS raised Thailand SET Index 12 m target to 1450 from 1390.
Strategy Overweight Telecom ADVANC TRUE / Healthcare BH BDMS 3Q high season
Commerce CPALL CPAXT BJC HMPRO/ Financial MTC KTC ***
Short Covering Buy Energy vs Trim Tech and Food ( Veggie Frstival low season on Oct3-11)***
Gov. spending play and Vayupak fund listing on Oct10 and Interest rate cut ( US Fed 18 Sep./ Thai MPC 16 Oct.)***
Next month Virtual Banking license play ( KTB+Gulf+ADVANC+OR/ BBL+ Shoppee+ / SCB+ Kakao bank)
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