Overweight Commerce Prefer HMPRO CPALL BJC / Buy CBG tp Bt 148 / Neutral UTP tp Bt 15.50 ***Today BAM CFO meeting at 11 am / CRC CFO/CFO meeting on 30/11/2563 at 10.00***Today Analyst meeting IP 10 am/ SAWAD 11 am

SCBS Strategy’21 at 1450 +++Overweight Energy Tourism Healthcare Commerce+++Prefer PTTEP TOP HMPRO MINT IP

EPG upgraded to Outperform tp Bt 7 from positive TJM auto turnaround ***Today Events 10.30 KERRY Analyst Group / 14.30 IP Wellness Group meeting *** MS Team

SCBS targets SET Index’20 at 1300-1350 and ‘21 at 1400. Overweight Energy Oil play and GDP recovery ***Fx THB/$ at 30 nx yr

GS expect BOT to cut interest rate bu 0.25% in meeting on 18 Nov/23 Dec

SCBS Strategy Buy level at 1260-1280 /take profit 1320 : Brent Oil + 9%wow Trading Buy PTTGC TOP / OW Commerce Hospital Utility Tourism Prefer CPALL BDMS EGCO MINT ***NRF analyst meeting today ***Take profit

GS 12 m SET Index tp 1400 Buy BBL PTT PTTGC with Brent Oil 2021 at $ 55 / TU CFO Joerg to resign on 1 Feb.21/ SCBS target SET Index 2020 at 1300-1350 vs 2021 at 1400 with high level in 1 H’21

GS upgraded SET Index 12 m to 1400/ Prefer Cyclical Oil / Asia Portfolio upgraded Auto Transport /downgraded Healthcare***MSCI play Buy BANPU / Downgraded BCP to Neutral tp Bt 25 vs Prefer PTT PTTEP TOP

SET Index target yr end ‘20 at 1300/ Buy Tourism AOT CENTEL ERW BDMS RJH / Earnings play Buy CBG TOP / NRF target price Bt 5.80 ,upside from Europe but downside from Fx THB in 2021

SET Index targer yr end ‘20 at 1300: OW Energy Renewable Consumer Infrastructure Tech . Tourism play Prefer CENTEL