INVX 8/6/2566 : Auto Isuzu rotation to Indonesia risk to AH 25% and SAT 10% of Rev.***Short term negative newsflow

: Food Cautious with GFPT sector pick Neutral tp Bt 13 vs CPF Neutral tp Bt 25 vs BTG Neutral tp Bt 28( FTSE small cap.addition effective on June 19) vs TU Neutral tp Bt 16.50

: Short Covering Energy Materials for June book closing

: Cautious Global for falling Steel price but to recovery next year

: GS sees more upside in oil stocks from here. Buy PTT TP Bt 40 and PTTEP TP Bt 185.