SCBS 9/3/2565 : GS upgraded 2022 Brent Oil to $ 135 and 2023 at $ 115. Negative Transport Conmat Auto Food Power vs Prefer Healthcare Commerce. SCBS 2022 SET Index target at 1660

MSCI EM effective today 9 Mar.2565 to remove Russia stocks

GS upgraded 2022 Brent Oil spot forecast to $ 135 and 2023 at $ 115 from $ 98/$105 as both physical and political shock.

Wed.9 Mar. XD BDMS Bt 0.20/INSET Bt 0.17/TU Bt 0.50/WORK Bt 0.38***Thursday 10 Mar. XD ASP Bt 0.20/KK Bt 0.02/ST 20: 1/PSH Bt 0.65/PTG Bt 0.25/ TNP Bt 0.05/TQM Bt 0.50

Analyst meeting 10.30 XPG / 13.30 BPP/BANPU /14.00 KISS

Oil impact to GDP growth (every $20 sustained increase in oil price) Global -0.25pp, US -0.3pp, Europe -0.6pp (exclude another -0.6pp from gas) China -0.3pp

Market talked : Ukrain meeting 10 March 2565 Emergency meeting for 27 European countries to support economy

ครม.ปรับใช้เกณฑ์ UCEP COVID-19 Plus รักษาโควิดเฉพาะกลุ่มสีเหลือง-สีแดงมีผล 16 มี.ค. Prefer BDMS Outperform tp Bt 28 and trading buy BCH BH