INVX Morning Call

INVX Morning Call 9/3/2566


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INVX 9/3/2566 : FT final conclusion at flat rate Bt 4.75 both household ( current Bt 4.72) and corporate rate (current Bt 5.33) during May- August 2566
: GS upgraded WHA to Buy raised tp to Bt 4.90( from Bt 3.60), EPS'23-24 +21%-26% higher land sales
: Stocks of the day Prefer KCE GPSC
: Risk for Earnings downgraded for Consumer Fin. AEONTS MTC TIDLOR SAWAD /Insurance TQM TLI /BEM TTB TCAP
: Research : BLA Outperform tp Bt 40, rising VNB with strong earnings growth in 2023-2024
: TQM Neutral tp Bt 37 ***M#A 2-3 deals in pipeline/ IPO Insurance TRUE Life in 2567 and Easy Lending in 2568
: CPN (-2.57%) บอร์ดฯ อนุมัติโครงการจำหน่ายหุ้นที่ซื้อคืนของ บ. กว่า 17 ล้านหุ้น ในตลาดฯ 10 มี.ค. – 4 ก.ย.
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INVX Morning CallBy Jarivun Aiempichitkijkarn


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