INVX Morning Call

SCBS Morning Call 21/3/2565


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SCBS 21/3/2565 : Tourism Play Upgrade AOT ERW AWC to outperform to be sector pick / GS Asean Banks Prefer DBS vs Sell KBANK KTB TTB/ Foreign Flow Buy Semiconductor Internet Clean Energy*** XD Friday 21 March 2565 KCE Bt 1.00/ SPCG Bt 0.55
Motorshow 23 March 2565 / ETF Flows Buy Clean Energy Semiconductor / SCBS expected Thai Interest rate to hike 25 bps in 4Q'2565
Ramadon season starts during 1-30 April 2565 to be low Middle East patients contribution to sensitive Hospital BH BDMS*** Foreign Fund Flows GS Asia Pacific Weekly Kickstart 18/3/2022 : MXAPJ +4%,led by Singapore +6%, China Offshore +5%, HK +4% vs Brent -4%***Domestic Cyclicals led by China Internet, Outperformed
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INVX Morning CallBy Jarivun Aiempichitkijkarn


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