SCBS 8/6/2565 : Today Analyst meeting 10.00 AH/13.30 EPG /EPG (Neutral, tp Bt 12.8:)/Prefer PTTEP IVL BCP BBL KBANK CPF MTC*** ***Petrochem update : PX and benzene spread over naphtha +19% and +31% WoW as strong demand in gasoline in the US driving season. Integrated PET/PTA spread in Asia fell sharply WoW (-33%) to only $95/t as PX cost continued to rise. 2QTD, avg integrated PET/PTA spread -19% QoQ to $219 (--IVL).