SCBS 6/6/2565 : Flows to Buy Oil Energy and Bank Buy BCP AMATA /vs GS warnings for USD to peak and Oil Brent at $125

: 2Q'65 Earnings play Prefer IVL AMATA MTC CPALL OSP/Rising Bond Yield Prefer BLA/Food Crisis +THB weak Prefer GFPT CPF

: Cautious Crypto/Power SPP /Packaging / Conmat/wheat product SNNP SNP TFMAMA NSL

: AMATA Buy tp Bt 26.50, 17x PE and +0.5SD,upgrading from Bt 24.60

: Sector winner last week still be Energy Auto Commerce Bank vs only Transport -0.04%wow

: BOT MPC meeting on Wed.8 June ,expected unchanged rate at 0.50% vs GS expected to hike in Sep.and 4Q’65/SCBS in 4Q’65

: SCBS expected SET Index target ’65 at 1660 and 1700-1750 in 2H’65,supporting by Energy and Bank

: Events : DA seminar: EP. 4 Tokenization on Tuesday 7 June 2565 at 14.00-15.30 MS Team***Click here to join the meeting