INVX Morning Call
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INVX Prefer MINT High Conviction list/ Outperform tp Bt 44,-1SD, bottom out from 1Q24 Core loss Bt 243 mn low Europe season but recovery in 2Q24 Europe high tourism season,sector pick***KTB High Conviction list,Outperform tp Bt 22,upside risk on NIM***Global 1Q24 below mkt,cut E’24 by 7%, better...
Published 04/30/24
INVX 26/4/2567 : Today Event Strategy for Geopolitical risk at 11.00 Group/MS Team***IPO STX Bt 3, MAI/PROCON listing/Downgrade BJC to Neutral, cut target price to Bt 28/Prefer BEM PTTEP SCC CPALL : Fund Flows Buy Healthcare (BH BDMS BCH) , Commerce CPALL, Telecom ADVANC,...
Published 04/26/24
INVX 25/4/2567: Event Today XPG 15.00/ Group/ MS Team and Tomorrow 26/4/2567 Strategy Middle East Impact at 11.00 Group/ MS team*** Research ***BH 1Q24 Earnings high record, beat mkt 12%,higher Ebitda margin vs slower 2Q24 qoq, Neutral BH tp Bt 258( Foreign patients 67% of total Rev.)***MINT...
Published 04/25/24