INVX Morning Call

SCBS Morning Call 22/12/2564


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SCBS 22/12/2564 : Today MPC BOT expected to unchange interest rate at 0.50%/Positive stimulus package Benefit Commerce Prefer HMPRO CRC/ Property Prefer SPALI LH/Bank Nov. loan growth +BBL KKP BAY and upside for KKP KTB KBANK/Tourism Negative for Test& Go
: SCBS ยังคงประมาณการจำนวนนักท่องเที่ยวต่างชาติไว้ที่ 3 แสนคนในปี 2564 และ 8 ล้านคนในปี 2565 ***Omicron and Test &Go impact tourism number and Thai GDP’22 base case at 3.6% with worst case 2.9% and best case at 3.7%
: WFX SET/ Fashion 142 mil.shs@ Bt 7.20
: MAKRO PO/BB trade 24/12/2564
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INVX Morning CallBy Jarivun Aiempichitkijkarn


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