SCBS 15/6/2565 : IPO TEKA Bt 4.60,listing in SET/Construction vs SYNTEC /-TOP to postpone XB PO from 15 June/THB Weak play
: Rising interest rate and Inflation play : Prefer Bank Insurance : Buy KBANK KTB BBL / BLA TIPH/Petro IVL and trading BANPU
: SET 50/100 new list expecting to be announced on June 17,2565 : Market trading Buy TIPH BJC
: FTSE SET Index new list on June 20,2565 to add SABUY in Mid cap index/ add STARK AIE in Shariah index
: GS revised down Gold 3, 6 and 12m targets to $2,100/2,300 and $2,500/toz, from $2,300/2,500 and $2,500/toz.from lower Chinese demand.
: GS Fed to hike +75bp in June,July and Sep, +50np in Nov and Dec (+300bp). And now expect the 10Y-UST yields at 4.00% by year-end.