SCBS 4/4/2565 : Today TRUE DTAC meeting / SCB AGM /Banking sector 1Q'65 Earnings Preview Prefer BBL KBANK/GS upgraded GRM/ TOP to Neutral tp Bt 57/ Flows Prefer Financial Fx THB

: Investment theme : M&A Prefer KBANK+JMT+New Partner/ GULF ADVANC+Binance***Export THB Prefer GFPT CPF /DELTA KCE***Reopen Prefer AOT ERW AWC***Inflation Prefer Bank Power BBL KBANK GULF GPSC BGRIM / Soft Commodity Prefer GPFT CPF NER

: XD 5/4/2565 DCC Bt 0.045/SCGP Bt 0.40***7/4/2565 SCC Bt 10***8/4/2565 BANPU Bt 0.25/BPP Bt 0.35