SCBS 27/8/2564 : SET Index yr end'2564 at 1600 / Yr'2565 at 1650-1700***Thai GDP from Bt 1 trn loan and Relax Lockdown today.

: Event today 13.30 เงินกู้ 1 ล้านล้านบาท ควรกู้หรือไม่ มีผลดีผลเสียอย่างไร

: XD today AMATA ASP CBG EGCO IVL MEGA PSH PSL RCL TVO

: Analyst meeting today : AH 14.00 MS Team

Relax lockdown and Bangkok Sandbox and Gov. loan Bt 1 trilion to boost Thai GDP in 4Q’21 to +1.4% and upside to 4% in Year’22*** Prefers Bank Land Transport Commerce vs Warnings for Healthcare Telecom. Funds flow to switch trading between Utilities and Energy.

SCBS 24/8/2564 : SET Index target at 1600 by Yr end 2564 and 1650-1700 by Yr'2565. QE Tapering impact in Year2013, Defensive and Big Cap. outperformed and GS Asia Port. xpected Sep..-Dec. rack record offered +11% return. GS preferred Cyclical / OW Japan China India Korea Taiwan Europe

: SCBS Invitation for Events : 27 August for มาตรการเงินกู้ 1 ล้านล้าน BOT/FPO at 13.30 / 3 Sept. CRC at 10.00 / 7 Sept HMPRO at 14.00***Group meeting / MS Team***

: XD Today BJC Bt 0.15/CHG Bt 0.03/KEX Bt 0.743/LH Bt 0.25/MAKRO Bt 0.40/NOBLE Bt 0.35/ORI Bt 0.12/OSP Bt 0.45/SPALI Bt 0.50/SYNEX Bt 0.18/TASCO Bt 0.25

Today XD ASIAN Bt 0.25/DCC Bt 0.05/KCE Bt 0.60/NER Bt 0.07/PCSGH Bt 0.15/QH Bt 0.03/RJH Bt 0.40/STA Bt 1.25/STGT Bt 1.25/ TQR Bt 0.165/TU Bt 0.45/FIDF Benefit Banks to add E'22+7% , -2SD and hope for dividend seasonal/GLOBAL best 3Q'

: GS Thailand Real Estate_ Low-rise residential holding up better than retail and industrial land sales; Buy LH and Sell CPN / MINT

GS Thai Corp Day : ACE BDMS BEM BTS CENTEL CPF HMPRO IVL KEX OR OSP SCC / FTSE announement mkt exp. -KBANK-F/BBL-F / Analyst meeting 10.00 TIDLOR/ 13.00 CHG *** Event :Digital Asset IC0 15.00 / Prefer Utilities GPSC EA GULF BGRIM and laggard AOT CPALL BJC CRC

Invitation Real Estate Backed ICO tomorrow 15.00 Group meeting / Outperform BJC MINT BEM vs Neutral SAWAD THRE KTC TCAP

GS Sell CPALL cut tp/ E as delayed recovery to 2023 / SCBS Prefer Utilities Food Telecom vs Sell Healthcare BCH CHG to Buy BDMS

Diwngraded BCH to Neutral / Cut target price PSH BTSGIF SAWAD *** Prefer Utility Food

Today XD ADVANC Bt 3.45 /BANPU XR 3 : 1 @ Bt 5 and XW 1: 1 / Analyst meeting 9.30 PSH / 10.00 TOP CPF / 10.30 AAV /14.00 IRPC BEM / 15.00 ERW*GULF outperform with new tp Bt 42 from Bt 38/SCGP OP tp Bt 42 vs Cut tp THRE TQM TIDLOR ZEN

Downgrade CHG to Neutral tp Bt 3.80***Time to take profit Healthcare / Prefer Utilities EV Buy EA GPSC GULF BGRIM : GS Sell CPALL tp Bt 56.25 / SET Index target 1550