INVX Morning Call

INVX Morning Call

By Jarivun AiempichitkijkarnBusinessInvesting
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INVX Morning Call episodes

  • INVX Morning Call 5/8/2567

    INVX Morning Call 5/8/2567


    INVX 5/8/2567 : TRUE Outperform, raised tp to Bt 11.50/Consumer Fin. Prefer TIDLOR MTC AEONTS/GS new US Fed cut 2024 in Sep/Nov./Dec./Flows Sell Tech Auto


    : GS Bearish THB vs JPY rallied on BOJ rate hike vs Gold prices added to the downward pressure on USD/THB. THB is one of more vulnerable Asian currencies to tariffs


    : Mkt talked on US Recession risk and Short sell via Program Trading on PTTGC SAWAD CCET JMT


    : Cautious Tech Auto Petrochem Tourism Agribusiness vs Prefer Telecom Healthcare Energy Utilities


    5 min
  • INVX Morning Call 24/7/2567
    INVX 24/7/2567 : Overweight Food BTG tp Bt 26, GFPT tp Bt 28, CPF tp Bt 28 ( Benefit from Brazil Newcastle disease) and rerating with IPO FM Bt 5.40 listing in SET/ Food on Thursday 25 July 2567) / Government Press Release on Digital Wallet details today positive to CPALL / Flows Sell Energy Petrochem Consumer Finance Cautious tone / Mkt Talk on MSCI Announcement on Aug.12,2567 to reduce weight / delete EA / Mkt Talk on Property Stimulus package next 1-2 weeks Prefer AP sector picks
    5 min
  • INVX Morning Call 17/7/2567
    INVX 17/7/2567: Gulf การควบรวมกิจการ ***EGM 3 ตค 2567 ***VTO Tender offer ADVANC ที่ราคา 216.30 และ THCOM ที่ 11 บาท ( ไม่ต้อง delist) โดยจะเกิดขึ้นช่วง ไตรมาส4 ปี2567- ไตรมาส1 ปี2568***การปรับโครงสร้างเป็น NewCo ( 1 Gulf : 1.02974 NewCo และ 1 INTUCH : 1.669335 คาดแล้วเสร็จไตรมาส2 ปี 2568)***BLS and UBS เป็นคนทำดีล***Action: Prefer Gulf Outperform tp Bt 63 > INTUCH ***Singtel จะลดสัดส่วนเหลือ 9.08% ***ERW negative sentiment impact 15%-20% on Revenue : Action Better Switch to MINT or Food Sector Prefer BTG and upside on GFPT better 2 Q’24 Earnings *** Flows Buy Telecom tech Food vs Sell Energy Oil
    6 min
  • INVX Morning Call 10/7/2567
    INVX 10/7/2567: ASSET Stocks, Oil, Crypto,GRM (negative BCP TOP SPRC ),BDI Shipping Rubber (EUDR-STA STGT)down vs Gold +$4.40 to 2,367.90 ***Tourism Neutral low seasonal : ERW negative newsflow on renewed higher land rental rate on Grand Hyatt Erawan Bkk ( 73.67%) impact 15%-20% on revenue.***Programe Trading Sell EA CCET AEONTS *** Research Trading Buy AOT and GPSC postive on Earnings and FT rate hike ( Sep.-Dec2567)***SCGP 2Q24 Earnings down 10.9% qoq/ +4.4% yoy seasonality from higher raw material cost and lower pulp & paper plant with -2 SD, Outperform tp Bt 40***
    7 min
  • INVX Morning Call 9/7/2567
    INVX 9/7/2567: IPO CHAO Bt 11.80 listing in SET/ Food/ Digital Wallet Play Positive Commerce Prefer CPALL High Conviction list, Outperform tp Bt 77,-2SD best 2Q24 Earnings growth +Sales+ margin with CPAXT Outperform tp Bt 39 / Stocks of the Day Prefer CPALL HANA / Program Trading Buy VGI BYD CPAXT SAWAD*** Flows Sell BDI -PSL RCL vs Buy Food CPF, Tech CCET, Commerce CPALL CPAXT *** Property Neutral with AP Outperform tp Bt 15.
    6 min

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INVX Morning Call

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