SCBS 29/9/2564:

Today PTT XD 1.20/ MPC meeting likely unchange interest rate

***Overweight Banking sector with 2022 Earnings upside and attractive valuation

***Add top picks Buy KBANK best Earnings qoq and rerating to SCB for growth story

***Maintain Buy BBL best laggard and best 3Q’21 Earnings +yoy

***Petrochem +PP positive to SCC IRPC PTTGC

***Tomorrow 2 IPO start tradings

***UBE IPO Bt 2.40 +BCP

+TOP

***CPANEL IPO Bt 6.00

***Buy GULF : GULF INTUCH to JV with Singtel for data center