SET Index target 1450-1500/ Prefer KCE and AP ***Research Prefer BCP to ESSO Underperform/ raise target price to Bt 10.50 vs Neutral TU raise target price to Bt 16 vs Cut target price THREL Neutral to Bt 3.00 / RJH Neutral to Bt 28 vs Prefet BDMS BCH / ***MSCI Play : mkt talk to potential add TU WHA CENTEL ( announce on 14/11/2566 and effective on 30/11/2566) ***Friday 10/11/2566 Digital Wallet agenda /Effective date for Free Visa Indian and Taiwanese Tourism/ NBTC special meeting *** El Niño impact Negative on NER upside limit to Bt 4.70 ,5.5x PE