SCBS 29/12/2564 : Healthcare sector Prefer BDMS Outperform tp Bt 24 sector pick with digital health services and 1H'22 Prefer BCH tp Bt 24 -2SD / 2H'22 Prefer BH tp Bt 145 benefit from recovering tourism***

***SCBX target US nx 5 yrs/DataX and TechX key driver

SCBS 28/12/2564 : M&A Theme Play for GULF +ADVANC/ GUNKUL+JMART+SINGER/OR+KAMU/ SIRI+XPG***Gulf Buy tp Bt 46 with more upside from Singtel regional data center/ IPP/Infrastructure/Omicron impact 1-3 mths with WFH theme

GUNKUL +JMART+SINGER Feb’65 for EV Station/ Solar rooftop/Utility Token/Hemps

SCBS : Four themes for 2022; Metaverse; Clean Energy; Cybersecurity; Digital Assets; SCBS Top Ten stocks for 2022 – ADVANCE, DELTA, ONEE, SECURE, AMATA, GULF,KBANK, LH, ZEN; Stock Note - HTC Buy tp Bt 45 weak 4Q65 but upside 2566

SCBS 24/12/2564 : Today IPO NV @ Bt 6.90 listing in SET/Person sector (vs MEGA DOD)/ MAKRO PO 770 mil.shs to trade and SINGER 96,341,464 shs. trading today

***SCB share swap in mid2565 Key drivers CARDX AUTOX

SCBX ROE target 20% next 5 yrs

KBANK+JMT/ BAY+XIPMAX/

Today Christmas Eve Holiday in Asia HK Philippines/ Europe UK France Germany/ US

Market Talk on EV Tax stimulus Bt 150,000 / car +++Auto sector Prefer AH

Overweight Bank Prefer KBANK BBL and positive newsflow on SCB share swap in mid2565 Key driver CARDX AUTOX /SCBX ROE target 20% next 5 yrs. SCBX and BITKUB+SCBS to process in 1Q’65

PTT outperform tp Bt 50 base on DCF and SOTP. PTT ytd -12% vs SET +12% vs energy sector +5%. PTT core business on Gas and Renew.& EV theme

Commerce OW Prefer HMPRO CRC CPN

Refinery Play Prefer BCP

Media prefer ONEE

Telecom Prefer ADVANC

Property Prefer SPALI LH and Trading ORI SIRI

SCBS 23/12/2564 : Today WFX IPO Bt 7.20 trading in SET/Fashion / DELTA Buy tp Bt 514,better 4Q'64 and E'65 +45% yoy with EV Automation and Cloud Data Center and 5G play.***MAKRO PO to trade in SET 24/12/2564 free float 13.5% not including in SET50/MSCI

Market Talk :

Myanmar จะใช้ CNY ชำระสินค้าเริ่ม 2565

ก้าวไกลจะเปิดตัวผู้ชิงผู้ว่า กทม อายุ 41 คนรุ่นใหม่ที่ ทุกคนรู้จักดี

AOT+KTB and JMT JMART +KBANK

Zero Covid จีนซีอานเมืองใหญ่หลังจาก พบผู้ติดเชื้อ 10 + คน ออกนอกบ้านได้ ต่อ 2 วัน 1 คนต่อ1 ครัวเรือน เปิดเฉพาะ ร้านสะดวกซื้อ ร้านขายยาและ รพเท่านั้น

TH Omicron official 104/ unofficial 217 cases

ศบคเล็ก เตือน ขรกเตรียม WFH after HNY /เข้ม 4 บุคลากรแพทย์

SCBS 22/12/2564 : Today MPC BOT expected to unchange interest rate at 0.50%/Positive stimulus package Benefit Commerce Prefer HMPRO CRC/ Property Prefer SPALI LH/Bank Nov. loan growth +BBL KKP BAY and upside for KKP KTB KBANK/Tourism Negative for Test& Go

: SCBS ยังคงประมาณการจำนวนนักท่องเที่ยวต่างชาติไว้ที่ 3 แสนคนในปี 2564 และ 8 ล้านคนในปี 2565 ***Omicron and Test &Go impact tourism number and Thai GDP’22 base case at 3.6% with worst case 2.9% and best case at 3.7%

: WFX SET/ Fashion 142 mil.shs@ Bt 7.20

: MAKRO PO/BB trade 24/12/2564

SCBS 21/12/2564 : Strategy Overweight Bank Prefer KBANK BBL / Insurance Prefer BLA TQM/Auto Prefer AH NYT / Commerce Prefer HMPRO / Renew. Prefer GULF GPSC / Telecom ADVANC/ Property Prefer LH SPALI Trading ORI SIRI and XPG ***Today IPO BRI Bt 10.50 listing in SET/ Property

Factors to watch : Tuesday 21/12/2564 Thai Cabinet meeting for new Stimulus Package “คนละครึ่งเฟส 4. / ช้อปดีมีคิน Positive to Commerce Prefer HMPRO and sector

: Tuesday 21/12/2564 IPO BRI ( related to ORI) IPO 252.65 mil.shs @ Bt 10.50 /SET / Property ***Coming soon IPO WEX 142 mi.shs @ Bt 7.20 and NV 150 mil.shs@ Bt 6.90 to be listed

: Wed. 22/12/2564 Thai MPC Meeting : mkt expected no interest rate change

: Friday 24/12/2564 : Expected MAKRO PO/ Bookbuilding shs to be traded in SET.

SCBS 20/12/2564 : SET50 / SET100 (1 มกราคม-30 มิถุนายน 2565)***SET 50 Add AWC BANPU TIDLOR/Foreign outflow from China India HK Taiwan. GS Overweight Bank Auto Internet /Stocks of the week Prefer GULF AH

: Factors to watch : Tuesday 21/12/2564 Thai Cabinet meeting for new Stimulus Package “คนละครึ่งเฟส 4. / ช้อปดีมีคิน

: Tuesday 21/12/2564 IPO BRI ( related to ORI) IPO 252.65 mil.shs @ Bt 10.50 /SET / Property ***Coming soon IPO WEX 142 mi.shs @ Bt 7.20 and NV 150 mil.shs@ Bt 6.90 to be listed

: Wed. 22/12/2564 Thai MPC Meeting : mkt expected no interest rate change

: Friday 24/12/2564 : Expected MAKRO PO/ Bookbuilding shs to be traded in SET.

SCBS 17/12/2564 : Today FTSE Rebalancing +TIPH TIDLOR and Expected SET 50/100 list announcement +TIDLOR /Inflation Prefer BLA TQM ***Power sector outperform Prefer GULF/ GS Fed’s first hike in Mar, June and Sep 2022 (from May, July, Nov)

SCBS 16/12/2564 : VGI 1:1 VGI-W2/ BTS 1 : 1 BTS-W8 / Auto EV Tax benefit Prefer AH/ Telecom benefit from CVC booster #3 Pfizer Prefer ADVANC/Research ONEE Buy 2565 target price Bt 12.30 base on 30x PER and Bt 13.10 on 32x PER/Global Inflation and EV theme

: Friday 17/12/2564 : FTSE rebalancing and SET 50/100 new list to be announced