SET50/100 / EPG meeting today 10 10.30/ 14.00 VGI MACO / BTS BTSGIF ****PTT +Foxconn to EV Buy tp 47***Prefer PM SFT CBG ***COTTO Group meeting today 15.00

SCBS Visit note Prefer SFT PM WICE TPAC vs Neutral WINNER vs Underperform UTP / Invitation COTTO group meeting on Tue. 1/6/64 at 15.00

Prefer CBG OSP EPG NYT SFT IVL BCH***Today Analyst meeting THRE 14.00 / OSP CFO Group meeting 14.00

MSCI effective today +CBG SCGP / - DTAC KBANK-F ***Today Analyst meeting 15.00 CBG / XD IVL Bt 0.25***SCB EIC ปรับส่งออกไทยปีนี้ขึ้นเป็น 13%-15% ***Sugar tax / HEMP + OSP CBG / Petrochem Prefer TOP PTTGC IVL trading IRPC ESSO

Today Analyst meeting 10.00 BCH / THANI / XD STA/STGT*** Overweight Food Prefer CBG OSP Trading Buy NER DOD and EA ADVANC ***MSCI and FTSE play Prefer SCGP / SET 50 Prefer KCE IRPC STA STGT *** Buy PTT KTB AH

SET target 1500-1550 Prefer MINT CBG EA SFT IRPC PTTGC / Warning for Bond yields Insurance to peak

NYT Buy tp Bt 5.50 base on 18xPE/ Bt 6.10 base on 20xPE / GS Asia Pac. Portfolio : Buy in May : Prefer Internet Media and neutral Insurance

SFT initiated coverage Outperform tp Bt 6.30-6.80 for defensive with 28% Earnings growth / Prefer BBL KBANK KTB / Petrochem Prefer PTTGC to GGC IVL

Prefer KKP to TISCO KTC / Prefer PTTGC to TOP / Outperform GULF GLOBAL HMPRO TNP

Gulf tender offer INTUCH Bt 65 > mkt 11% and ADVANC Bt 122.86 ~ mkt 27% ***TOP mkt talked on potential Capital raising