SCBS 5/1/2565 : Overweight Food Chinese New Year 65 on 30 Jan-1Feb Prefer CPF GFPT vs 

Negative sentiment on Healthcare Prefer BDMS BCH to BH CHG 

***GRM -6.5% wow vs Utilities Power +3.1% Prefer EV and Renewables / Waiting for Gov.EV Tax package

***Foreign Funds Flow 
GS expected Thai SET Index 12 mth at 1700

SCBS 5/1/2565 : Overweight Food Chinese New Year 65 on 30 Jan-1Feb Prefer CPF GFPT vs Negative sentiment on Healthcare Prefer BDMS BCH to BH CHG ***GRM -6.5% wow vs Utilities Power +3.1% Prefer EV and Renewables / Waiting for Gov.EV Tax package ***Foreign Funds Flow GS expected Thai SET Index 12 mth at 1700

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SCBS Morning Call 5/1/2565

SCBS Morning Call 5/1/2565

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