SCBS 2Q22 Market SCBS 1/4/2565 :Strategy (Group meeting; 1 April 2565 at 11.00-12.00 /TRUE+DTAC meeting on 4 Apr. /Flow Buy Bank Power vs Sell Oil Healthcare /S&P 500 year-end target of 4700 implies only 2% upside; and 6%/14% upside for EU/Asia next 12m)
April 1 starts Ramadon period – Healthcare / Motor Show Prefer AH TISCO+GMW KKP+MG/ Energy Pool Theme Prefer Power GULF / ESG Solar mkt trading GUNKUL BGRIM/ EV Prefer EA
ตลท.เตรียมนำหุ้น SCBX เข้าคำนวณใน SET50, SET100 แทน SCB*** GS lowered our 2H22 Brent price forecast from $135 to $125/bbl and to raise our 2023 Brent forecast from $110 to $115/bbl