INVX Morning Call

SCBS Morning Call 29/10/2564


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SCBS 29/10/2021 : Alert for TFM IPO Bt 13.50 trading today SCBS target price at Bt 15.20 on 17.5x PE and Bt 16.50 on DCF / Negative Covid impact on GLOBAL /BCPG share listing 181,712,201 trading today/ HANA XD Bt 1.00
: Sector rotation from Oil Energy Petro Refinery to Power Buy GULF GPSC BGRIM
* SCBS cut SCC target price from Bt 550 to Bt 500 and Invitation for Event SCC CFO meeting on Nov. 3,2564 at 16.00 Group/ MS Team
* GS Buy SCC tp Bt 510 growing packaging business.
* PTTEP | 3Q21 net profit of Bt9.5bn was in line***Outperform TP: Bt 159 ***Analyst meeting today 14.00
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INVX Morning CallBy Jarivun Aiempichitkijkarn


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