INVX 8/11/2024 SET alerts for DELTA Trading as 91xP/E

Program Trading Buy PTTGC vs Sell BH KCE SCGP BYD

Flows Buy Bank ( FIDF fee cut benefit) SCB KBANK BBL KTB ). and Theme Data Centre ADVANC TRUE / AMATA INSET

Switching flows

Buy CPF ( better CPALL and CPAXT with

Low Fx THB volatility) vs Sell TU negative meeting on MANAGEMENT cut sales target24 to 3%-4% from 4%-5% and revised up SG&A / sales to 12.5%-13% from 12%

Buy CCET vs Sell SCGP on MSCI play

Research

CPAXT Outperform / raised target price to Bt 41 from Bt 40, better Sales&margin and MAKRO core profit first turn positive

BCP cut target price to Bt 44 from Bt 46, Outperform

OR cut target price to Bt 22 from Bt 24 from stock and Fx loss

LPN cut target price to 2.30 from Bt 2.40,Underperform from GM new low and 2025 to sell low rise stock to impact margin by -2%