SCBS 18/7/2565 : Strategy Prefer Defensive Buy BBL HMPRO BDMS CBG OSP GULF BCP IVL/ Trading buy KCE SCGP MTC/DTAC Neutral Prefer ADVANC

: Funds flow Buy Taiwan Info.tech and Europe Auto Commerce vs Sell China HK. Negative 2Q’65 China GDP and Property default risk concern/ Taiwan positive from Gov. support package

: Event / ERW CFO Group meeting on Wed. 20 July 2565 at 15.00

AAV CEO Group meeting on Tue.26 July 2565 at 14.00