Today XD SCGP PTL/ Analyst meeting 10.00 SPRC/ 13.00 INTUCH/ 18.00 TU ***Buy GPSC / GS Flows Buy EV Tech Auto

TIDLOR initiate coverage Neutral tp Bt 45/ Prefer Oil to Gold / Prefer EU to US ***Today FOMC SET50/100 and FTSE 18/21 Play

Prefer Commerce sector Outperform GLOBAL CRC HMPRO / Tourism Prefer AWC ERW AOT / GS Sell CPALL tp Bt 56.25/ GS Inflows in India Phil. Thailand ,Energy Transport Auto outperformed in June

Commerce SSSg recover in Apr.-May double yoy 20%-40% for CRC HMPRO GLOBAL / mid to high single yoy for MAKRO vs BJC -low teen yoy*** Reopening Prefer BEM / Small cap play Prefer SFT TPAC vs Neutral VCOM *** Prefer KKP for interim dividend payment approval by BOT

Tidlor blackout preriod ends today/ Zen outperform tp Bt 15 / EV and Utility theme Prefer EA GULF GPSC PTT OR HANA / Reopening Prefer BEM CPN CRC ZEN / Small cap

Telecom Prefer ADVANC tp Br 220 Positive Disney +/ Food Neutral CPF GFPT TU +TU Feedmill IPO ***Healthcare Prefer BDMS BH BCH CHG / Tidlor blackout period ends10/6/2564 vs Greenshoe ends 8/6/2564

KBANK-R can trade today after halt trading on 28 May / FTSE play 18/22 June / GS prefers Oil vs Sell GOLD ***InFlows on Energy

ETF Inflows in Property Energy Commerce / Thai Policy Benefit AP LH SPALI SIRI *** June small medium cap play Prefer PM TPAC SFT WICE CPW / CK BEM ***Oil play Prefer PTT PTTEP OR IVL

BTS BTSGIF analyst meeting today at 14.00/ SCBS Event SFT 10.30/ TPAC 13.30 ***Upgrade AEONTS to Neutral / Auto Prefer AH / CRC outperformed

SCB EIC cut Thai GDP’64 to 1.9% / 400,000 tourism arrivals/ Downgrade EPG to Neutral tp Bt 12 / Foreign Inflow to Oil play Energy Petro Refinery/ Today CK group meeting 14.30