SCBS 8/9/2565 : Market talk on Carbon credit +KTB/SET50 Play +DELTA RATCH BJC / น้ำมันดิบ ต่ำสุดใน 7 เดือน vs Positive Power EV/Prefer GPSC BJC COM7 vs Cautious ACE

Bank asks BOT and MOF to extend FIDF period+++Prefer BBL KTB KBANK*** GS raising our Fed forecast to include a 75bp rate hike in September (vs. 50bp previously) and a 50bp hike in November (vs. 25bp previously). GS expected a 25bp hike in December, which would take the funds rate to 3.75-4% by the end of 2022.***