SCBS 29/10/2021 : Alert for TFM IPO Bt 13.50 trading today SCBS target price at Bt 15.20 on 17.5x PE and Bt 16.50 on DCF / Negative Covid impact on GLOBAL /BCPG share listing 181,712,201 trading today/ HANA XD Bt 1.00

: Sector rotation from Oil Energy Petro Refinery to Power Buy GULF GPSC BGRIM

* SCBS cut SCC target price from Bt 550 to Bt 500 and Invitation for Event SCC CFO meeting on Nov. 3,2564 at 16.00 Group/ MS Team

* GS Buy SCC tp Bt 510 growing packaging business.

* PTTEP | 3Q21 net profit of Bt9.5bn was in line***Outperform TP: Bt 159 ***Analyst meeting today 14.00

SCBS 28/10/2564 : Today SCC analyst meeting 9.00/ DPAINT IPO Bt 7.50 listing in MAI/PROPCON/Event : GULF CEO&CFO Group meeting today 15.00 ***Oil down and sector rotation to Power Prefer GULF BGRIM GPSC EA

SCBS 27/10/2564 : Downgrade SCGP target price to Bt 70 from Bt 72/ HMPRO outperformed tp Bt 17.50/ SPALI outperformed tp Bt 27/Today SCC 3Q'21 results preview Bt 9,800 mn, outperform tp Bt 550/EIC export 2021 at 15% / Warning for Food sector and welcome TFM IPO 29 Oct/ Overweight Commerce / Keep close eyes on sector rotation from Oil to Power sector

SCBS 26/10/2564 : Warning Oil to test Peak at $ 90 in 4Q'21 Prefer BCP

:SCGP 3Q'21 results and Analyst meeting today 15.30

:Strategy Prefer BBL KBANK BCP AP SPALI LH / Trading Buy ORI SIRI

: Warning Alert for Commodity slowdown : Coal, Copper, Aluminum and waiting for Oil to hit and run at $ 90

: Research

DTAC Neutral tp 42,weak 3Q’21-4Q’21 Earnings from higher handset loss. Prefer ADVANC

: SET Index target at 1600-1650

SCBS 25/10/2564 : GLORY IPO Bt 2.80 MAI market/ Event GULF Exclusive meeting Group MS Team on Thurs.25/10/2564 at 15.00***GS Buy on BBL, Sell on KBANK and TTB. We downgrade SCB to Neutral

SCBS 21/10/2564 : Today Analyst meeting 8.30 KKP/10.30 KBANK/13.00 TTB/16.00 SCB ***BEM Outperform tp Bt 10/Banks Outperform BBL KBANK KTB SCB vs Neutral TTB/AOT Neutral tp Bt 70/ SNNP Buy tp Bt 12.40/13.60

SCBS 19/10/2564 : HENG leasing IPO Bt 1.95 starts trading in SET/ Finance ***SCB+PS for Blockchain / KBANK KBTG +Defi+Coral for Kasikorn X +++Positive to Bank sector : Prefer KBANK BBL sector picks

ONEE IPO listing early Nov.64 to rerate Media sector and GRAMMY held 31% stakes

Research : Cut KEX tp to Bt 45 Neutral from previous tp Bt 50/ KKP outperformed tp Bt 66, better dividend income Bt 1100 mn. Vs normal Bt 100 mn. /IVL Neutral tp Bt 48 but upside to Bt 50+from new business next year

Banks’ 3Q’21 Earnings results : 20 Oct. BAY BBL TTB / 21 Oct. KBANK KTB SCB

IPO Corner : TFM Bt 13.50 to trade on 29 Oct./ ONEE IPO Bt 7.50-8.50 subscription 20-26 Oct. to trade early Nov.2564 /Thai Life Insurance IPO /IMH to spin off Prachapat Hospital to list in SET in 2565

SCBS 18/10/2564 : Positive Commodities 3Q'21 Earnings and Better GDP'22 to beneift Bank Energy Refinery. GS Funds Flow in Renew.Energy and Consumer. Laggard Play Prefer Commerce sector. XD Today AEONT Bt 2.50

: Tomorrow Heng leasing IPO Bt 1.95 will start trading in market / IPO new coming TFM Bt 13.50 to trade on 29 Oct./ ONEE IPO Bt 7.50-8.50 subscription 20-26 Oct. to trade early Nov.2564

: Banks’ 3Q’21 Earnings results : 20 Oct. BAY BBL TTB / 21 Oct. KBANK KTB SCB

Today KTC 3Q'21 Earnings results, mkt expected Bt 1.652 mn. vs SCBS Bt 1,191 mn., Underperform KTC tp Bt 48 .

: Today TISCO Analyst meeting this afternoon : MS Team Kindly confirm your attendance via this Link.

: Next Monday 18 Oct. AEONT XD 2.50/BOT Bkk Fintech Digital Finance Fair/Heng Leasing listing Tue.18 Oct.IPO Bt 1.95

: Investment theme Prefer Reopening AOT AWC ERW MINT and Refinery and Banking sector with laggard Commerce hit bottom for Earnings recovery next year.

SCBS Alert 14/10/2564 : Reopening theme Prefer AOT MINT ERW AWC and Commerce to benefit from Gov. stimulus package. Energy and Refinery Trading for October play base on Oil and GRM to test high

* Today TISCO 3Q'64 results expected Bt 1,350 mn vs mkt Bt 1,573 mn, Neutral TISCO tp Bt 95. XW today INSET 2: 1

* SCB Analyst meeting เปลี่ยนเป็นวันที่ 21 Oct ตอนเย็น หลังงบออกตอนเที่ยงค่ะ. SCBX +WORK/+SYNNEX

* Research : SCGP / ACE : SCGP 3Q’64 Earnings weak from higher paper and energy cost to hit margin but recovery in 4Q’64. Outperform tp Bt 72