INVX Morning Call 9/9/2567: Overweight Financials Virtual Banking bidding KTB BBL

SCB and Mutual Fund and Hedge fund increase weighting / Commerce Gov. Stimulus CPALL CPAXT HMPRO / Telecom Data Centre ADVANC INTUCH / Healthcare BDMS BH medical Tourism and 3 Q E high season/ Energy #2 Renew bidding positive GULF GPSC BGRIM and Refinery recovery BCP TOP

GS upgraded Thailand to MW (from UW), raising 12m SET target to 1,550 (from 1,450) based on a higher target fPE of 16.0x and Vayupak liquidity support to add more 2 % free-float with potential 25 stocks ( ESG )

ESG Play 25 stocks

PTT, ADVANC, CPALL, KBANK, CPAXT, SCC, KTB, CPF, CRC, SCGP, WHA, BCP, BANPU, AMATA, GULF, BDMS, SCB, INTUCH, CPN, TTB, MINT, HMPRO, BEM, OSP.