SCBS 18/11/2564 : Overweight Bank Property GDP+ dividend play+Commerce laggard

Today RCL XD 1.50 and Tmr 19/11/64 XD DCC Bt 0.04/STA STGT Bt 1.25/JASIF Bt 0.22

Analyst meeting 10.00 U/10.30 GGC EPG /13.00 ONEE/14.00 BTS BTSGIF/14.30 TIDLOR/15.00 TCAP

Commodity : Oil kept falling down as US Inventory release plan next month to stand at GS target Brent at $ 80 vs Gold kept rising.

SCB EIC expected Chip shortage impact till next year and back to normal in Year 2023 from Trade War and Tech War. Positive to Semiconductor demand