INVX Overweight Food Prefer CPF BTG :+CPF High Conviction list , raised target price from Bt 26 to Bt 28 higher China/ Vietnam / Thailand Poultry with 2Q24 core Earnings Bt 4.3 bn and 2024 core Earnings Bt 11,000 mn, higher GM***Overweight Energy PTTEP High Conciction list Outperform tp Bt 204, solid 2Q24 Earnings Bt 21,000 mn with forex gain base on Brent Oil +14% to $86***AEONTS cut target to Bt 158 from Bt 170,cut 2024 Earnings by 2% vs Prefer TIDLOR MTC ***GS Prefer INDIA Korea Taiwan and Tech Pharma Biotech for strong growth / Thailand prefer BDmS healthcare innovation *** IPO CHAO Bt 11.80 listing in SET / Food on July 9,2567