SCBS 28/4/2565 : Today Analyst meeting 9.00 SCC /GS Sell SCC tp Bt 330 vs SCBS Neutral SCC /SPALI Neutralm 192 mil.repurchase shr.to sell till July 9,2565/Prefer BDMS BH /FTSE adjusting SCB today/MAKRO Mgt resignation

: Rotate stocks from BLA to TQM TIPH and IVL to BCP.

: GS Sell Siam Cement's (SCC) tp Bt 330. Cyclical downturn in olefin margins much more severe and weak Chemical earnings

: Positive deal for BDMS+COM7 : BDMS Outperform tp Bt 28,sector picks and 2H’65 BH upside to be sector picks tp Bt 162

: SET50/100 Play Trading +TIPH PSL

: XD Today 28/4/2565 : TIDLOR Bt 0.274 and stock dividend 13:1 /AWC Bt 0.01076/BEC Bt 0.25/BJC Bt 0.51/CPALL Bt 0.60/KKP 2.20/MTC 0.37/NRF 0.041/QH 0.07/SNNP 0.14/TACC 0.18/THREL 0.12

SCBS 27/4/2565 : Analyst meeting 10.00 SPALI /XD SPALI Bt 0.75/SCBS Invitation Digital Asset ep.3 Group meeting today at 11.00/SCB (SCBX) starts trading today(delist SCBB)

: SET announcement for SCB (SCBX) to come back to trade in SET and replace SCBB today 27/4/2565

: XD today 27/4/65 SPALI Bt 0.75 /Thurs. 28/4/65 XD AWC Bt 0.01076/BEC Bt 0.25/BJC Bt 0.51/CPALL Bt 0.60/KKP Bt 2.20/MTC Bt 0.37/NRF Bt 0.041/QH Bt 0.07/SNNP Bt 0.14/TACC Bt 0.18/TIDLOR Bt 0.274

: Event : Digital Asset ep.3 meeting on Wed. 27 April 2565 at 11.00 : Click here to join the meeting

SCBS 26/4/2565 : Fx THB/US$ weak and Export Play Benefit Tech and Food DELTA GFPT vs Negative Airline Utilities

: Commodities Oil Gold down/XD RBF Bt 0.15, III Bt 0.30 /Analyst meeting SCGP 15.30/GS Sell KBANK KTB TTB vs Neutral BBL SCB***better growth elsewhere

: SCBB to trade today and Waiting for SET announcement for SCB (SCBX) to come back to trade in SET and replace SCBB.

: Funds Flow rotation from Commodities to buy back short term bonds and Tech.

: Wed.27 April 2565 : XD SPALI Bt 0.75

: Event : Digital Asset ep.3 meeting on Wed. 27 April 2565 at 11.00 : Click here to join the meeting

SCBS 25/4/2565 : Today XD AMATA Bt 0.30 / JTS SP sign/AP Outperform and upgraded target price to Bt 12.70 better Presales/ 1Q'65 Earnings preview Bt 1600 mn./Tourism Prefer AOT AWC ERW /Flows Buy USD Short term Bond vs Sell OiL Gold

: IPO Offering period this week/ to be traded early May : BIS IPO Bt 6 Mai/service (peers MEGA IP) and KCC Bt 3.70 (peers BAM JMT CHAIYO)

SCBS 22/4/2565 : SET SP sign on TEAMG for level 3 warning risk

Analyst meeting 10.00 KKP/17.30 DTAC

***Upgrade KBANK target price to Bt 175,Outperform/

GS targeted Gold at $ 2500 by yr end2022

SCBS 21/4/2565 : Analyst meeting today 10.30 KBANK/13.00 TTB/16.00 SCB ***XD today AMATAV BBL MAJOR TTB/Research Overweight Bank Prefer BBL KBANK/ GFPT Outperform and upgrade target price to Bt 17.50 sector picks

: Strategy Prefer Dividend and Export Play. SET Index target low season in 2Q’65 at 1660 buy level/1700 in 3Q’65/1750 in 4Q’65

* Thursday 21 April XD AMATAV Bt 0.05/BBL Bt 2.50/MAJOR Bt 0.60/TTB Bt 0.038

* Thursday 21 April SCB 1Q’65 Earnings announcement at 12.30-13.30 and meeting at 16.00-17.00*** SCB Click here to join the meeting

* Analyst meeting today 10.30 KBANK/13.00 TTB/16.00 SCB

* Research : Positive GFPT Outperform, upgrade target price to Bt 17.50 from Bt 16.50, better export and Earnings upgraded

* 1Q'21 Earnings results BBL Outperform tp Bt 163(exp.Earnings Bt 7,814 mn.)/KBANK Outperform tp Bt 173(exp.Earnings Bt 11,161 mn)/KTB Outperform tp Bt 16(exp.Earnings Bt 6,328 mn.)/SCBB exp.1Q'65 Earnings Bt 10,857 mn

SCBS 20/4/2565 : Outperform TQM tp Bt 65 / GULF Outperform tp Bt 57| investment in Binance US and BNB /SET post SP sign for level 3 of BGT JTS /XD HMPRO Bt 0.20/KTB Bt 0.418/1Q'65 Earnings BAY BBL TTB/Upgrade target price KKP Outperform tp Bt 80*** Thursday 21 April XD AMATAV Bt 0.05/BBL Bt 2.50/MAJOR Bt 0.60/TTB Bt 0.038

Thursday 21 April SCB 1Q’65 Earnings announcement at 12.30-13.30 and meeting at 16.00-17.00

SCBS 19 April Share listing BTS 3,132,722 shs. from BTS-W6/7/8, SINGER 5,721,262 shs.from SINGER-W2/JUTHA and JCK

XD 19 April : AUCT Bt 0.28, JMART Bt 1.06, JMT Bt 0.42, NER Bt 0.36, PCSGH Bt 0.15. STA Bt 0.10.STGT Bt 0.65.TCAP Bt 1.80 / Tomorrow Wed. 20 April XD HMPRO Bt 0.20/KTB Bt 0.418

1Q’65 Earnings results announcement : Expected KKP Outperform Bt 75, expected Bt 1,708 mil. -15.6% qoq/+16.8% yoy

SET Ticker SCB to change during 19-26 April 2565 to SCBB and back to SCB on tentative 27 or 28 April 2565 with no ceiling /no floor

TISCO reported 1Q22 net profit of Bt1.8bn (flat QoQ, +2% YoY), in line, better asset quality and 7.8% DY'2566 to upgrade Earnings by 5% and TISCO Neutral target price from Bt 98 to Bt 102

The result reflected an improvement in asset quality (lower NPLs, easing credit cost and higher LLR coverage), stagnant loans QoQ, falling NIM QoQ, lower non-NII and higher cost to income ratio.

SCB: 1Q22 Analyst Meeting Invitation on Thursday, 21 April 2022 at 4:00 - 6:00 p.m. (Bangkok Time) via Microsoft Teams Conference/Financial Statements will be announced on Thursday, 21 April, 2022 during 12.30-13.30

DTAC: change in Q1 2022 conference schedule / DTAC First Quarter 2022 Results 17:30 Friday, April 22, 2022

GULF CEO Meeting and Investment in Binance US information on Tuesday 19 April 2565 at 14.00-15.00 : MS Team

SCBS 18/4/2565 :

Today TISCO 1Q'65 Earnings expected Bt 1,701 mn/ Neutral TISCO target price Bt 98/

Share listing 18 April : INSET 115,472,100 shs. from INSET-W1/VGI 2,583,349,712 shs. / 19 April BTS 3,132,722 shs. from BTS-W6/7/8, SINGER 5,721,262 shs.from SINGER-W2/JUTHA and JCK

XD today KBANK Bt 2.75, KTC Bt 1.00/Tomorrow XD JMT JMART AUCT NER STA STGT TCAP PCSGH/ Research Outperform CPALL GULF MTC SAWAD TIDLOR

CPALL Outperform tp Bt 74/Better CVS and MAKRO contribution,every 1% drop in SSSg in CVS unit impact on Earnings +1% to +2% and on target price Bt +1 to +2

Finance sector Outperform MTC SAWAD TIDLOR vs Neutral THANI AEONTS vs Underperform KTC. 1Q’65 Earnings most +q/-y

GS Funds flow weekly -1% ,HK-2% India Asean -1% vs Australia Korea Taiwan outperformed. MSCI Asean Index to increase weighting from 6% to 11% if GOTO and Bukalapak to add in.

PBOC ประกาศลดสัดส่วนการกันสำรองของธ.พาณิชย์ (RRR) ลง 0.25% สำหรับสถาบันการเงินทุกแห่ง โดยจะเริ่มมีผลบังคับใช้ตั้งแต่วันที่ 25 เม.ย. ยกเว้นสถาบันการเงินที่มีการกันสำรองอยู่ที่ระดับ 5% อยู่แล้ว และจะปรับลด RRR อีก 0.25% สำหรับบางธ.พาณิชย์ขนาดเล็ก (urban & rural)

GULF การลงนามสัญญาผู้ถือหุ้นเพื่อร่วมลงทุนธุรกิจศูนย์ซื้อขายสินทรัพย์ดิจิทัล และการเข้าลงทุนในสกุลเงินดิจิทัลของ Binance

SCBS 12/4/2565 : +Moody's rating unchanged Thailand at Baa1/ Stable outlook / GDP VS -MOF plan for Trading Tax 0.01%./monthly***SCB Tender offer last day on Monday 18 April. / SCB to change ticker to SCBB during 19-26 April/ SCB to trade in SET 50 again on tentative 27/28 April with no ceiling / floor

Oil Tech down vs Flows Buy Dividend and Gold : GS recommends adding safe assets in portfolio, prefers 2Y-UST, Gold, USD and JPY

Positive 1Q'65 Earnings Positive Bank Energy Healthcare

Holidays season +Tourism play Prefer AOT AWC ERW

XD Monday 18/4/2565 : KBANK Bt 2.75/KTC Bt 1.00/PJW Bt 0.08