SCBS 20/5/2565 :
***IPO PLUS (Royal Plus 170 mil.shs. @Bt 4.50/SET /Food vs ICHI MALEE OISHI SAPPE TIPCO
***SET SP JTS level 3 today/Korean Onsan Refinery /Prefer BCP TOP SPRC
***Earnings play for Positive 1Q-2Q'65 : Prefer IVL IIG OSP GFPT CPALL
Research Prefer BCP TIDLOR MINT
***Analyst meeting today 9.00 GGC /10.00 BCP/14.00 SIRI/15.00 CBG
***SCBS Event : Group meeting for CPALL 24 May at 14.30/ 26 May GFPT at 16.00/30 May AOT at 14.00/7 June Digital Asset ep.4 at 14.00
***ศบค.จ่อขยาย พ.ร.ก.ฉุกเฉินอีก 2 เดือน สิ้นสุด 31 กค 2565
***GS Sell MINT tp Bt 30.22,higher capex and Valuation is back to pre-Covid level of 20x P/E