XD Today TCAP Bt 1.20 /HMPRO Outperform tp Bt 17.50, XD Wed. 15 Sep.64 Bt 0.12 /Warning Auto sector / Foreign flows : China A+3.5% and Renew. outperformed./21-22 Sep. FOMC /24 Sep. Tourism Package

Today XD EASTW Bt 0.18/LHFG Bt 0.03/ New listing MACO-W3 and baby shr. of XPG trading. Research : TQM Outperform / cut Earnings/tp to Bt 134 vs NRF outperform tp Bt 8.50

SCBS 9/9/2564 : Today Finance sector review Group meeting at 15.00 Prefer MTC AEONTS/ Today XD BPP Bt 0.30/ TOP Bt 0.60 /OSP Outperform tp Bt 40, 2565 Earnings turnaround with strong partnership Hemp play/ Positive Food Export /Oct. Trading Refinery

Today XD BANPU BBL BCP GPSC HTC KBANK KKP OR TTW/ Tmr 9/9/2564 XD BPP TOP ***TU Outperformed tp Bt 25, Listing plan TFM /ITC/Red Lobster vs CBG Neutral tp Bt 133/GS Prefer Japan to US

Today TU Petcare + IPO Group meeting at 14.00/ XD BAY BCPG IRPC RATCH / Events HMPRO Management Group meeting at 15.30/ Tourism Neutral Prefer MINT and laggard AOT ERW AWC vs Cautious AAV CENTEL***GS Sell PTTGC

SCBS 6/9/2564 : Today XD SCB Bt 1.43 and Tomorrow 7 Sep. XD BAY/BCPG/IRPC/RATCH***Event HMPRO Management Group meeting at 15.30 MS Team/Trading HEMPS in 4Q CBG OSP SNNP and Commerce Prefer CRC

SCBS 2/9/2564 : Keep watch on DELTA INTUCH MAKRO to dominate SET. Prefer Defensive and laggard Buy BEM SPALI BBL BDMS CRC AOT CPN BJC. Events BTS Group meetng at 14.00***CV IPO Bt 3.90 / SET/Resource trade today***GS Sell CPALL tp Bt 50

SCBS 1/9/2564 : +Lotus' deal meeting today at 16.00 Zoom+++Positive to MAKRO to increase free float and chance to reenter to SET50***Under reviewed CPF CPALL MAKRO Target price***EGM meeting on 12 Oct.2564*** SCBS 1/9/2564: SCGP acquires more Visy to 100% to add Earnings by 0.3% in 2021F and 0.7% in 2022F and Deltalab deal in 3Q'21 to add +3% to Earnings. Outperformed SCGP tp Bt 72

SCBS 31/8/2564: Today XD BCH Bt 0.20

Relax Lockdown 1 Sept. Positive Food Commerce Transport Tourism +Prefer CRC CPALL BJC BEM BTS +++AOT CPN CRC MINT

***Event CRC CFO meetng 10.00 on Fri. 3/9/2564

Global Theme Prefer Renewable Energy***GPSC upside from India and Taiwan to add +Bt 5-7 to target price Bt 95 and Laggard play PTT PTTGC BCP Asia Eq to outperform in 4 Q’21.