SCBS Alert 15/12/2564 : AAV จะขึ้นเครื่องหมาย XR ในวันที่ 15 ธ.ค. 2564 /FTSE/SET 50/100 new list on 17/12/2564 / Food Play SNNP Buy tp Bt 12.40-13.60/ Petro Prefer IVL Outperform tp Bt 50 / Commerce Prefer HMPRO

SCBS 14/12/2564 : SET Index target'2565 at 1660 Pefer Bank Insurance EV. Stock of the Day Prefer GULF ADVANC BLA KBANK AH

***Foreign flows Sell India vs Buy China

FED tapering $ 30 bn from Dec.to Mar.22/US rate hikes in May July November22

: Research GVREIT Neutral tp Bt 13.50 vs Prefer DIF.

Brent Oil rebounded wow with GRM vs Coal and Gas down.

:Factors to watch : 14-15 Dec. FOME

16 Dec.ECB

17 Dec. FTSE /BOJ meeting

21 Dec. Thai Stimulus package approval by Cabinet

SCBS 13/12/64 : EICปรับ Thai GDP'21 ดีกว่าคาดที่ 1.1% จากเดิม 0.7% vs ปี '22 ลดที่ 3.2% จากเดิมที่คาดไว้ที่ 3.4% / Brent +6%/Transport Materials outperformed in Dec./ Foreign outflows from India vs Inflows in China Taiwan Korea/SCGP OP raised tp Bt 72 / Export and Auto Play Prefer AH NYT/ AMATA Buy tp Bt 24.60

SCBS 8/12/2564 : Invitation for Group meeting on Thai Economic 2022 and Monetary Policy by BOT today at 10.45-12.00/VNT to be delisted at Bt 39 tender offer price/Overweight Bank Positive Bay on Citibank deal to add credit card and personal loan.

: GS alerted for Omicron impact China GDP if 3mths, -3% to current China GDP'22 at 5%

SCBS 7/12/2564 : Foreign Flow +BDI +13%/Global Cyclicals Tech outperform/ MSCI Index increase Internet SEA weighting from 25% to 50%/ PBOC cut RRR by 50 bps***Prefer Bank AH ADVANC DIF vs Neutral THANI

SCBS 3/12/2564 : Today IPO HL Bt 9.80 listing in MAI/ Service

***Thailand No lockdown ahead of Long Weekend

Strategy Overweight Bank with SET Index target'21 at 1600 and '22 at 1660

Research VCOM Neutral raised target price at Bt 8. Prefer IIG SECURE NYT

SCBS 2/12/2564 : Today OPEC meeting/IPO TRV Bt 2.30 listing in MAI /Indus/Rubber products***SET posted SP on NOK on Dec.1/ NP on Dec.2 /Expected list of SET 50/100 ***Add AWC BANPU HANA TIDLOR/ Delete AOT BJC DELTA STA

: Research : AOT downside to Bt 55, E'21 to report Bt -15 bn.,E’22 loss Bt 10 bn and recover to profit Bt 14 bn in FY’23. AOT Neutral tp Bt 67 but downside risk from SET 50 potential removal and Omicron impact.

: PTTEP Cautious on Oil but Key driver from increasing Gas Portfolio with Malaysia field. Long term PTTEP Outperform tp Bt 159

ศบค. วอนนักเดินทาง 252 คนจากแอฟริกาที่ยังอยู่ในไทย มารายงานตัวด่วน

SCBS 1/12/2564 : Today BTS-W8 listing / Tomorrow 2/12/2564 OPEC meeting and IPO TRV Bt 2.30 listing***Event Small Cap.Day : Group meeting on Dec.1 : 10.00 IIG, 11.00 SNNP, 14.00 WICE, 15.00 SECURE./Cautious Petro PE/PP negative SCC vs Prefer PET IVL

SCBS 30/11/2564 : Analyst meeting ACE 10.30 and TU 14.00 /MSCI Semi annual Index Review to be effective on Dec.1.2021***

***Warning for THANI possible downgraded/BEACH stocks.

***Strategy 1Q’22 : SET Index target at 1,660 with Top picks Prefer ADVANC AH BLA KBANK NYT.

: 2022 Economic forecast : Base case 2-4-4-8 : Export 2%, Private consumption 4%, GDP 3.6%-4%, Tourism arrivals 8 mil.

***Omicron impact assumption : Best case no more lockdown 30%/

Base case lockdown 1-2 mths impact to GDP +2.9% Tourism down to 6 mil./

Severe case : lockdown 2-3 mths impact negative to GDP to +2.5% and consumption. Tourism down to 4 mil.

SCBS 29/11/2564 : Today Analyst meeting THANI 10.30 /XR PLANB 12.5: 1 @ Bt 5.00 and XW 2: 1

: Tomorrow MSCI rebalancing to be effective on Dec.1/OPEC Meeting on Dec.2

: Warning for BEACH : Booking Entertain Airline Casino Hotel./KTC Neutral tp Bt 48,weak 4Q'21 and 2022

: SET Index target 2021 at 1600 and Early 2022 at 1650 with upside GDP’22 from current assumption at 3.6% to 4% for SET Index end 2022 at 1700. Overweight Bank Commerce Energy Utilities Telecom if SET hit or lower than 1600 level but avoid Tourism play