IIG weaker 4Q’21 Earnings (23 Feb)tp Bt 47 on 40xPE ***Downside risk / KCE negative meeting tone to be downgraded/ Healthcare -qoq /+you Prefer BCH to CHG ***XD today 10/2/2565 DIF Bt 0.261/PTTEP Bt 3.00/ RAM Bt 0.20 ***Friday 11/2/2565: DTAC Bt 1.05/ THG Bt 0.40

IIG weaker 4Q’21 Earnings (23 Feb)tp Bt 47 on 40xPE ***Downside risk / KCE negative meeting tone to be downgraded/ Healthcare -qoq /+you Prefer BCH to CHG ***XD today 10/2/2565 DIF Bt 0.261/PTTEP Bt 3.00/ RAM Bt 0.20 ***Friday 11/2/2565: DTAC Bt 1.05/ THG Bt 0.40

Wed.9 Feb.2565 Thai MPC meeting : Market expected no interest rate change / MSCI Quarterly Index review announcement on Feb.9-10,2565

: SCBS Events : EIC Farm income on 9/2/65 at 14.00 : 10 Feb. PEACE IPO Bt 3.98 to list in SET/Property ,rerating AP LH SPALI SIRI ORI ***New Property IPO A5 in process /plan to list in MAI in 1Q’2565***

SCBS 8/2/2565 : Strategy Prefer Energy Bank Commerce Property with SET Index target 1660. Outperform PTT tp Bt 50 +ADVANC tp Bt 235,higher 2H’64 dividend XD Bt 4.24 ( Feb.18,2565)

: Analyst meeting 8/2/2565 : 8.30 ADVANC / 15.30 CRC *** Investor Day : CRC Business and target 2022 วันอังคารที่ 8 กพ 2565 เวลา 15.30

: Today XR VGI 10:3@Bt 5 /XW 1:1 ***IRPC 4Q'64 Earnings results Bt 2,000 mil.*** Neutral tp Bt 4.80. Prefer BCP**

: Today Green line Tollway agenda expected meeting today : BTS with no green line Bt 9+ green line Bt 4.50

: Wed.9 Feb.2565 Thai MPC meeting : Market expected no interest rate change / MSCI Quarterly Index review announcement on Feb.9-10,2565

: SCBS Events : EIC Farm income on 9/2/65 at 14.00 ***Click here to join the meeting

: 10 Feb. PEACE IPO Bt 3.98 to list in SET/Property ,rerating AP LH SPALI SIRI ORI ***New Property IPO A5 in process /plan to list in MAI in 1Q’2565***

SCBS 7/2/2565 : Today XD BTS Bt 0.15/ Overweight Commerce Prefer CRC CPALL best 4Q'21-'22 Earnings growth sector pick vs Cut CBG tp to Bt 114/ Foreign inflow in Comsumer and Stay at home. : XD BTS 7 Feb.Bt 0.15/8 Feb. XR VGI 10:3 @ Bt 5.00, XW VGI 1: 1 / 9 Feb. DIF XD Bt 0.261 / PTTEP XD Bt 3.00/ RAM XD Bt 0.20

: 9 Feb.2565 MSCI Quarterly index review/: SCBS Events : EIC Farm income on 9/2/65 at 14.00 ***Click here to join the meeting

: IPO 10 Feb. PEACE IPO Bt 3.98 to list in SET/Property ,rerating AP LH SPALI SIRI ORI

: Analyst meeting tomorrow 8/2/2565 : 8.30 ADVANC / 15.30 CRC

SCBS 4/2/2565

SCBS Events : EIC Farm income on 9/2/65 at 14.00

BBL Outperform Cut tp to Bt 163,sector picks vs GS Neutral BBL tp Bt 149 vs Prefer Indo. Banks higher ROE

XD BTS 7 Feb.Bt 0.15/PEACE IPO Bt 3.98 to list in SET/Property 10 Feb,rerating AP LH SPALI SIRI ORI

EV Tax agenda nx 1-2 wks Prefer AH SAT to Stanly

SCBS 3/2/2565 : Today Analyst meeting 10.30 BBL / 13.30 BAY***Research Outperform ADVANC GULF / Neutral STANLY MST/ Food Prefer GFPT/Oil and Inflation Benefit Bank Energy

SCBS 2/2/2565 : Foreign Flow Buy Energy Bank with Inflation theme/ SCBS Prefer BCP to TOP / IVL to PTTGC GGC and Gulf to GPSC/ Prefer BBL KBANK***Russia Oil hike to hit World Trade, GDP and Europe/50% chance for Iran deal by end 2022

SCBS 1/2/2565 : GS US FED 5 hikes in 2022 to end year at 1.25-1.5% (Mar, May, July, Sep, Dec) ***and QT to begin in June (from July)/Thai rate to hike in 4Q'22

: Flows Prefer Value and Dividend stocks/SCBS Prefer AH ASP vs Neutral SAT GGC

: SCB XD 14 Feb Bt 2.63

# GS trims 2022 US GDP growth to +3.2% (from +3.8%) as Omicron likely prolong supply chain disruptions.

SCBS 31/1/2565 : GS expected US 5 Fed kikes, QT in June, Thai Int. rate +25 bps in 4Q'22/ Huge Foreign outflow all sectors/GS cut SCC Buy tp Bt 460 from Bt 510, PTTEP Buy tp Bt 162/ SCBS upgraded AP to OP tp Bt 11.40/Neutral DTAC