SCBS 27/5/2565 : End of May2565 Factors : SET 50/100 new list/ MSCI Index review/Funds Flow Buy Oil Bank /Research Outperform BDMS GFPT/ Event AOT Group meeting on May 30 at 14.00*** MSCI effective 1 June, impact May 31’2565 : Global Index Add +JMT /Delete - STGT / increase weighting +BDMS EA OSP BGRIM vs Reduce weighting -CPALL PTT RATCH AOT SCC SAWAD ADVANC PTTEP GULF

MSCI Small cap Add ASK BYD DITTO FORTH KEX SABUY PSG STGT ST ARKS vs Delete EASTW JMT

GS Top of Mind/Mutual Fundamentals OW Energy Financial *** FOMC +50bp hikes in June and July 2022*** US terminal rate at 3.0-3.25% to reach by 2Q23

GS Bangkok Dusit Medical Services (BDMS.BK): Utilising balance sheet for wellness real estate; Neutral TP of Bt 26.80