SCBS 12/11/2564 : GS Positive Gold outlook target at $ 2,000 /Analyst meeting 1030 CPALL/CRC 14.00/GPSC 15.00***Monday 15 Nov.SCB Analyst meeting at 14.00***Overweight Bank Commerce/คาดว่าธนาคารอาจปรับ Dividend payout ratio

SCBS 11/11/2564 : Today MSCI aanouncement/ XD DIF Bt 0.26/XD RAM Bt 0.90/AIE move to trade in SET*** คาดการณ์SET50/ SET100 ***Underreview on KEX 9.00 analyst meeting/Warning for KEX BANPU to downgrade Earnings, Neutral EPG THRE, Outperform BDMS OSP THREL**Japan Birdflu announcement

SCBS 10/11/2564 : Expected BOT to unchange interest rate /Today MTC analyst meeting at 13.30 Zoom/

***Tomorrow 11/11/2564:DIF XD Bt 0.26 / MSCI announcement ***Research Outperform MTC SPALI SFT ZEN/ Neutral TOP IRPC JASIF AP / Warning for Earnings downside risk for KISS

SCBS 9/11/2564 : Today PIN IPO Bt 3.90 listing in SET/ Prop.***Analyst meeting 10.00 TU/ 15.00 AP*** Research TU Neutral / cut target price to Bt 23.50 from Bt 25/ Warnings Healthcare soft 4Q'21 E, RJH tp Bt 40 XD Bt 1.10 on Nov.22/DCC Neutral tp Bt 2.90

SCBS 8/11/2564 : BE8 IPO Bt 10 starts lising in MAI/Tech.***SCBS upgraded IVL to Outperform / raised target price to Bt 50( from Neutral tp Bt 48) /Analyst meeting 11.00 CPN/ 18.00 TU CFO*****Prefer Bank Commerce Power/ Mkt talked on MSCI 11 Nov./SET 50/100

SCBS 5/11/2564 : Today ONEE IPO Bt 8.50 listing in SET/ Media

: 3Q'21 E results out today for GGC ( Neutral tp Bt 11) / GPSC ( Outperform tp Bt 95)/IVL (Neutral Bt 48)/ JASIF ( Neutral tp Bt 10.50) /SAT ( Underperform tp Bt 21)

: Analyst meeting IVL at 15.00***MS Team

: Research : Cut LPN target price to Bt 3.40,Underperform

: Strategy GDP recovery play Prefer Bank Commerce and EV Power play.

Strategy Defensive play Prefer ADVANC BBL KBANK / GULF GPSC BGRIM EA / Laggard Prefer HMPRO OSP *** Research PTT outperform to Bt 50,soft 3Q21 E 12 Nov. Fx loss/ IRPC Neutral tp Bt 4.80/ BH Neutral tp Bt 145

SCBS 3/11/2564 : SCB div.injection to SCBXSCBS/SCBS เพิ่มทุนให้ Bitkup /15 Nov.EGM meeting/due dilligence in 1Q'65***KEX Neutral tp Bt 45, weak 3Q'21 Earnings and margin pressure /GS expected Fed int.hike in July/Nov.2022.***Event SCC CFO 16.00 meeting

SCBS 2/11/2564 : Today Analyst meeting : ADVANC 8.30 Zoom/ BBL 14.00 MS Team***IPO JP trading in MAI market/SCBS downgraded GLOBAL to Neutral /cut target price to Bt 25***CHG Neutral tp Bt 3.80,record high 3Q’21 but weak 4Q’21 Earnings/Neutral SCCC vs Outperform ADVANC

SCBS 1/11/2564 : Reopen school/ tourism / Today 3Q'21 results ADVANC Outperform tp Bt 235/ SCCC Neutral tp Bt 185 /Warnings for Shipping and Auto: STANLY cut tp to Bt 197/AOT Neutral tp Bt 67/Neutral LH *** GS now pulls forward the Fed’s first rate hike to July 2022 (from mid-2023), and expect a second hike in Nov 2022 and 2 hikes per year after that.