INVX Morning Call

SCBS Morning Call2/12/2564


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SCBS 2/12/2564 : Today OPEC meeting/IPO TRV Bt 2.30 listing in MAI /Indus/Rubber products***SET posted SP on NOK on Dec.1/ NP on Dec.2 /Expected list of SET 50/100 ***Add AWC BANPU HANA TIDLOR/ Delete AOT BJC DELTA STA
: Research : AOT downside to Bt 55, E'21 to report Bt -15 bn.,E’22 loss Bt 10 bn and recover to profit Bt 14 bn in FY’23. AOT Neutral tp Bt 67 but downside risk from SET 50 potential removal and Omicron impact.
: PTTEP Cautious on Oil but Key driver from increasing Gas Portfolio with Malaysia field. Long term PTTEP Outperform tp Bt 159
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INVX Morning CallBy Jarivun Aiempichitkijkarn


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