SCBS 29/11/2564 : Today Analyst meeting THANI 10.30 /XR PLANB 12.5: 1 @ Bt 5.00 and XW 2: 1

: Tomorrow MSCI rebalancing to be effective on Dec.1/OPEC Meeting on Dec.2

: Warning for BEACH : Booking Entertain Airline Casino Hotel./KTC Neutral tp Bt 48,weak 4Q'21 and 2022

: SET Index target 2021 at 1600 and Early 2022 at 1650 with upside GDP’22 from current assumption at 3.6% to 4% for SET Index end 2022 at 1700. Overweight Bank Commerce Energy Utilities Telecom if SET hit or lower than 1600 level but avoid Tourism play