INVX Morning Call

INVX Morning Call 8/3/2567


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INVX 8/3/2567: Warning for Gold near to hit GS 12 month Gold target at $2165 vs current $2150( Hedge Fund and China bought) ***Flows Buy Telecom ADVANC INTUCH THCOM + Gulf vs Sell Bank and Tech DELTA ****Research Downgrade ZEN to Neutral,Cut target price to Bt 10.20 from Bt 15,weak Ebitda margin from high cost(82% rev. from restaurant : AKA 35% of revenue)/ BCP High Conviction list, Outperform tp Bt 51 but 2Q24 turnaround 27 days/Stocks of the Day Prefer BCH Earning’24 +18% to Bt 1.8 bn and GPSC bottom out and Earningsgrowth 49% yoy
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INVX Morning CallBy Jarivun Aiempichitkijkarn


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