SCBS 12/10/2564 : Reopen Play Prefer AWC AOT MINT ERW/ Upgrade BCH to outperform tp Bt 24 for 3Q'21 Earnings best/ HTC Buy tp Bt 49/Finance weak Earnings preview Prefer MTC/ XD Today BDMS Bt 0.25/GULF MAKRO meeting

Today PDI PDI-W change trading name to BEYOND/Foreign Flows in Consumer disc. and Indo.And Sell Korea /3Q’21 Earnings Peak for Healthcare and weak for Cement Transport ***Tomorrow XD BDMS Bt 0.25/TPIPL Bt 0.03/GULF MAKRO Analyst meeting

8/10/2564:

Today China stock market reopen

BA share buyback can trade in SET

BANPU W4/W5 start trading today

***SCBX EGM meeting on 15 Nov.2564 at 14.00

Research: Downgrade TU 3 mth rating to Neutral tp Bt 25 from Outperform ***3Q’21 results on Nov.8,2564

***TU 3Q’21 Earnings preview Bt 1,900 mn : weak GM &higher SG&A from labor cost

: Red Lobster bigger loss Bt -180 mn> Bt -50 mn in 3Q’20

***4 Q’21 Earnings to be weak as soft season

Market Talk : SET in considering on liquidity and Cash Balance for SET 50: Positive to +BANPU AWC vs Negative -Delta PSL. Delay free float adjustment.

***Tourism Play Prefer AOT AWC ERW for Tourism Stimulus package play

***Share listing today 7/10/2564 : TTB 121,882,700 shs./ SIRI 4,400,000 shs./SINGER 8,493,600 shs./JAMART 7,268,441 shs./ ASW 95,121,119 shs./AJA 29,131,347 shs.

***BANPUW4/5 trading on Friday 8 Oct.2564

***BA share buyback can trade in market on Oct8,2564

***MAKRO EGM meeting on 12 Oct.2564 : MAKRO คาดโอนกิจการ LOTUS เสร็จสิ้น 25 ต.ค.นี้ คาดบุ๊ครายได้โลตัสส์ Q4/64

***PDI and PDI-W change trading name to BEYOND / BEYOND-W1, effective on 11 Oct.2564

GS Upgraded PTTEP to Buy on bullish Asian Oil equity stock ***refining margins to rebound towards mid-cycle in 2022***Buy PTT PTTEP vs Neutral PTTGC. SCBS Prefers BCP BANPU IVL ***Today AEONTS analyst meeting 10.30 underreviewed Neutral tp Bt 225

Foreign Flows Buy Bank Energy vs Sell Healthcare Tech*** Upgrade ADVANC target price 2565 to Bt 235 from Bt 220 from higher div.payout 75%/ potential Infrafund / +AISCB and Singtel / TNP Buy tp Bt 7-7.50

Foreign Flow Buy Coal +14% wow and Oil Refinery seasonal play / Bank outperform and Utility Prefer GULF

SCBS 1/10/2564 : Today Relax Lockdown/ Stimulus Package ตนละครึ่ง/New Budget spending/Tobacco tax starting/ CPP HK Profit Warning and Delisting : CPF repurchasing during 15 Oct.21-14 Apr.'22/KISS neutral tp Bt 14.50/Buy GULF 50:50 JV with Singtel

: Today 2 IPOs start trading “บมจ. ซีแพนเนล” "CPANEL" และ “บมจ. อุบล ไบโอ เอทานอล” หุ้น "UBE / Aluminum kept rising negative impact on CBG/ APURE/ Neutral DTAC tp Bt 42 vs Prefer ADVANC

SCBS 29/9/2564:

Today PTT XD 1.20/ MPC meeting likely unchange interest rate

***Overweight Banking sector with 2022 Earnings upside and attractive valuation

***Add top picks Buy KBANK best Earnings qoq and rerating to SCB for growth story

***Maintain Buy BBL best laggard and best 3Q’21 Earnings +yoy

***Petrochem +PP positive to SCC IRPC PTTGC

***Tomorrow 2 IPO start tradings

***UBE IPO Bt 2.40 +BCP

+TOP

***CPANEL IPO Bt 6.00

***Buy GULF : GULF INTUCH to JV with Singtel for data center