SCBS 3/5/2565:

Strategy prefer *Healthcare BDMS BH

*Tourism prefer AOT AWC ERW MINT

*Fx Export prefer GFPT CPF TU/ DELTA PSL

Cautious Conmat transport Auto Packaging Power

Upgrade BCP to Outperform tp Bt 40 from Bt 36

Upgrade AEONTS target price to Bt 218 from Bt 216 vs prefer MTC TIDLOR