SCBS 19/10/2564 : HENG leasing IPO Bt 1.95 starts trading in SET/ Finance ***SCB+PS for Blockchain / KBANK KBTG +Defi+Coral for Kasikorn X +++Positive to Bank sector : Prefer KBANK BBL sector picks
ONEE IPO listing early Nov.64 to rerate Media sector and GRAMMY held 31% stakes
Research : Cut KEX tp to Bt 45 Neutral from previous tp Bt 50/ KKP outperformed tp Bt 66, better dividend income Bt 1100 mn. Vs normal Bt 100 mn. /IVL Neutral tp Bt 48 but upside to Bt 50+from new business next year
Banks’ 3Q’21 Earnings results : 20 Oct. BAY BBL TTB / 21 Oct. KBANK KTB SCB
IPO Corner : TFM Bt 13.50 to trade on 29 Oct./ ONEE IPO Bt 7.50-8.50 subscription 20-26 Oct. to trade early Nov.2564 /Thai Life Insurance IPO /IMH to spin off Prachapat Hospital to list in SET in 2565