INVX 9/4/2567: Today IPO NEO Bt 39 ( D’Nee/ Fineline) listing in SET/ Personal / XD MAJOR Bt 0.15/ INVX Event 9/4/2567 : Banking sector 14.00 Group/MS Team ***SNNP Management at 15.39 Group/ MS Team *** Research CPALL Outperform tp Bt 75 best SSSg /1Q24 Earnings preview Bt 5,000 mn +22%yoy/-8%qoq/2QEarnings +yoy/ CPAXT Outperform tp Bt 39,1Q24 Earnings preview Bt 2,500 mn+yoy/-qoq***Stocks of the Day Prefer CPALL and AP *** GS more bullish on Oil $90-100/Copper and Gold ***INVX Strategy 4 Themes : 1. Oil Play PTTEP and TOP if Brent higher than $95 ***Take profit /2. Tourism High season :AOT ERW MINT CPALL/3.Bottom out and Laggard +GFPT KCE SCGP IVL/4. Lower interest rate +Consumer Finance TIDLOR and Gulf