INVX Morning Call

SCBS Morning Call 13/5/2565


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SCBS 13/5/2565 : Analyst meeting today 9.00 AOT KTB/10.00 SCCC CPF SPRC/10.30 BAM/14.00 CRC/16.00 LH***Outperfrom/raise target price of BDMS GFPT vs Cut target price of BEM TQM
SCBS Alert : SET Index to mark year low in 2Q’65 at 1550-1600 buy level to go to 1700 in 3Q’65 and 1750 in 4Q’65 ( Interest rate hike in Sept’65 and 4Q’65 ? )
: JUTHA to change name to BIOTEC on May 18,2565
: GS Buy PTT PTTEP vs Neutral TOP SCB PTTGC LH INTUCH BH BDMS BCP ADVANC vs Sell CPN IRPC KBANK KTB MINT SCC TTB WHA*** BDMS (Outperform, TP Bt28/share): Key takeaway from analyst meeting.
: GFPT is our top pick in food sector. Maintain Outperform with end-22 SOTP PT of Bt17.50
: CPF: 1Q22 above estimates on better margin***Outperform tp Bt 30
: IIG - ผลประกอบการ 1Q65 เติบโตโดดเด่นตามคาด Outperform tp Bt 47
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INVX Morning CallBy Jarivun Aiempichitkijkarn


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