SCBS 29/6/2565 : Energy Tourism rally/ KBANK+JMT meeting today 13.00/OPEC meeting 30 June/Prefer PTTEP BBL BCP PTTGC IVL AOT

: China stimulus package and relaxed quarantine from 3 weeks to 10 days +++Positive Energy

: IATA positive outlook on Tourism 2022 at 10 mil. vs 6 mths at > 2 mil. Tourist arrivals. Prefer AOT AWC ERW

: Petrochem Prefer IVL and PTTGC positive 2Q’65 qoq

: TFEX rollover today / SET 50/100 new list effective on 1 July 2565 +JMT JMART BLA/ +TIPH PSL ONEE FORTH