SCBS 17/1/2565 GS Strong Foreign Inflows in Phillippines China India,Energy and Financial outperformed /IPO TKC Bt 18 /SET ICT trading today/ Tourism Prefer MINT and TISCO Neutral tp Bt 98 vs Prefer KBANK

SCBS 14/1/2565 : Today TISCO 4Q'21 Earnings results SCBS preview Bt 1,413 mil.vs mkt Bt 1,650 mn/ meeting at 14.00 Neutral tp Bt 95 Prefer KBANK BBL

: LH Outperform /upgrade target to Bt 10.50, Presales to peak in 4Q'22/ 2H'21 DY 3%, better 2Q'22 asset divestment. Property Prefer LH SPALI SIRI

: SCBS Event today at 14.30 Top Buy for Yearbook 2022 Prefer KBANK AMATA ZEN LH GULF and DELTA ADVANC ONEE SECURE XPG

: XR TBSP 5: 1 @ Bt 10.00 / New warrant AQ-W5 / Share listing PPPM 47,619,046 shs and SDC 41,928,720 shs

SCBS 13/1/2565 : TQM par split to Bt 0.50 to impact target price to Bt 67/ Today LH meeting at 16.00/Share listing SENA JMT JMART SSP K UREKA JCK JCKH trade today/Outperform KBANK ADVANC GULF TQM LH***GS Sell WHA/Buy LH

SCBS 12/1/2565 : Upgrade BLA target price to Bt 49 Outperform and SIRI to Bt 1.42 Positive view/ TQM to change par value to Bt 0.50 on 13/1/65***Food negative GFPT TFG vs CPF benefit/Petrochem Prefer IVL Outperform tp Bt 50

: Sensitivity for every 1 mil. Thai Tourists arrival to impact on Thai GDP by 0.3% vs SCBS assumption 2565 Thai GDP at 3.6% and 8 mil.Tourists arrival

: Inflation Play to Benefit Oil Bank Insurance : GS expected Brent Oil to peak at $ 85 in 1Q’22. Prefer BBL KBANK BLA IVL

SCBS 11/1/2565 : Today Analyst meeting 14.00 SIRI/ 16.00 LH / GS Brent to peak at $ 85 in 1Q’22 /Cut Thai GDP to 3.4%***Higher Food cost every 10% impact Zen's Earnings by 20%/Prefer Inflation theme Buy Bank Insurance BBL KBANK BLA

SCBS 7/1/2565 : 10T-UST yields up +20bp in a week; GS forecasts 2.0% by year-end; MXAPJ’s 73% probability of positive returns in 2022; Thailand’s COVID alert to level 4; PTTEP – 4Q21 Preview Bt 9.4 bn +274% yoy/-1%qoq on Jan.27,2565***SNNP tp Bt 13.60 base on 25.5 xPE vs mkt tp 15.50

SCBS 6/1/2565 : Food sector : Prefer CPF GFPT/SIRI Neutral tp Bt 1.17 /DTAC Neutral tp Bt 42 vs Tender offer Bt 47.76*** SCBS Alert : SCB งบไตรมาส4 คาดจะออกวันที่ 21 ตอนเที่ยง

แล้ว Analyst meeting : Group ตอนบ่าย วันที่ 21 มคค่ะ***GS Thai SET Index target at 1700 / SCBS expected Omicron case to peak in Third week of Jan2565

SCBS 5/1/2565 : Overweight Food Chinese New Year 65 on 30 Jan-1Feb Prefer CPF GFPT vs

Negative sentiment on Healthcare Prefer BDMS BCH to BH CHG

***GRM -6.5% wow vs Utilities Power +3.1% Prefer EV and Renewables / Waiting for Gov.EV Tax package

***Foreign Funds Flow

GS expected Thai SET Index 12 mth at 1700

SCBS 4/1/2565 : New SET50/100 list +Thai Cabinet +OPEC +meeting today and Chop Dee Mee Kurn Jan-15 Feb./ Kon laa Krung#4 March-April 2565/ Overweight Bank Prefer BBL KBANK and EV +Renew.Theme Prefer GULF ADVANC

: SCBS Yearbook2565 Metaverse, Clean Energy, Cybersecurity, Digital Asset; 2022 Top Ten stocks - ADVANC, DELTA, ONEE, SECURE, XPG, AMATA, GULF, KBANK, LH, ZEN

SCBS 30/12/2564 : Expected Omicron to peak at 27,000 cases/day in week#3th of Jan.2565/India alerted for Delmicron/ Poultry price spiked with seasonal high push CPF TFG GFPT /SET 50/100 list to be effective on Jan.4,2565/ Positive Consumer Finance +MTC