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INVX Morning CallEpisodes
Episodes of INVX Morning Call
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INVX 10/7/2567: ASSET Stocks, Oil, Crypto,GRM (negative BCP TOP SPRC ),BDI Shipping Rubber (EUDR-STA STGT)down vs Gold +$4.40 to 2,367.90 ***Tourism Neutral low seasonal : ERW negative newsflow on renewed higher land rental rate on Grand Hyatt
INVX 9/7/2567: IPO CHAO Bt 11.80 listing in SET/ Food/ Digital Wallet Play Positive Commerce Prefer CPALL High Conviction list, Outperform tp Bt 77,-2SD best 2Q24 Earnings growth +Sales+ margin with CPAXT Outperform tp Bt 39 / Stocks of the Day
INVX Overweight Food Prefer CPF BTG :+CPF High Conviction list , raised target price from Bt 26 to Bt 28 higher China/ Vietnam / Thailand Poultry with 2Q24 core Earnings Bt 4.3 bn and 2024 core Earnings Bt 11,000 mn, higher GM***Overweight Ener
INVX 5/7/2567: Prefer CPALL -2SD and best SSSg and Gulf 2Q24 Earnings high record.-1.5 SD/ Overweight Food Prefer CPF BTG TU to GFPT *** TU share buyback selling period ( July 8-12,2024) ***TU 2Q24 Earnings Preview Core Profit Bt 1.3 bn +2% yoy
INVX 4/7/2567: Overweight Energy Prefer GRM play BCP TOP PTTEP and Gulf -1.5 sd ( 2Q24 Earnings positive/Gov. PDP 2024 review ) / Flows Buy Tech DELTA HANA ( KCE Outperform and laggard but no ESG list and SET50 deletion) / Bank 2Q24 Earnings pl
INVX 3/7/2567: Overweight Food Prefer CPF ราคาหุ้น+3.96% ทำนิวไฮรอบ 17 เดือน/ Cover short / ไตรมาส2 กำไรโดดเด่น/ BTG vs Short term cautious TU สามารถขายหุ้นซื้อคืน 200 ลห 4.2% ระหว่าง 8-12 กค 2567 ***Neutral Bank 2Q24 Earnings slip both qoq ( T
INVX 2/7/2567 : BDMS Site Visit negative tone on issuance claim system at Samithivej Sriracha concern *** Low season on Tourism / Program trading Buy EA BYD NRF / GS Asia Pacific. Buy Energy and Telecom *** INVX Prefer TOP and ADVANC TRUE ( Ear
INVX 1/7/2567: Today Effective date for new SET50/100 and Uptick Rule/ Share buyback COM7 starts / EA Khun Sompote physical meeting today 13.30 ( EA office) / Research TRUE Outperform tp Bt 10, 2Q24 core Earnings preview Bt 835 mn +4% QoQ/ shar
INVX 28/6/2567: Funds Flow Buy Healthcare vs Sell Energy and Bank/ Program Trading Sell EA NEX BYD vs Buy SYNNEX VGI / Energy sector : Short term negative : low GRM to mark soft 2QEarnings with stock loss ( BCP Outperform tp Bt 51 ,Shutdown/ Tu
INVX 27/6/2567: Overweight Telecom ADVANC and TRUE with upside Earnings play from Data Centre and Cloud Policy/ Overweight Healthcare BDMS BH BCH CHG high season of Covid+ Influenza and Benefit from Monkutwattana Hospital : SSC cancellation / O
INVX 26/6/2567: ERW 355,369,696 shs. (ERW-W3 ) starts trading today / Cautious Auto Petrochem / Prefer Food CPF BTG TU GFPT / SNNP cut target price to Bt 20.50 from Bt 23.40, weak GPM, high SG&A, lower Vietnam contribution and no ESG list vs Pr
INVX 25/6/2567: AOT cut target price to Bt 78 from Bt 80 and Earnings down by 1% this year and next year by -4%/ Stock of the day Prefer MINT and BCP🔶Thai ESG impact คาดบวก 3 % + BEM BBL MINT TOP SCGP 🔶ในช่วงที่มีกองทุน LTF SET Index ให้ผ
INVX 24/6/2567: Banking Sector weak loan growth’24 with downside risk from 3% and Earnings growth at 5%. Prefer BBL tp Bt 180 and KTB tp Bt 22 / Today Meeting WHA and AOT ( ข้อมูลจาก AOT และพิจารณาผลกระทบแบบเต็มปี เราคาดว่ารายได้เชิงพาณิชย์จะลด
INVX 21/6/2567: Program Trading Sell WHA CRC NEX NRF / Upgrade AEONTS to Outperform same target price Bt 170 ( YTD down by 20%/ NIM bottom in 2Q24 and loan growth’24 at 5% vs ‘23 at -3%/ NPls sale 2 times this year vs 1 time in 2023 vs Prefer T
INVX 20/6/2567: Electronic sector 2QEarnings recovery Outperform HANA tp Bt 56, KCE tp Bt 55( SET 50 deletion,effective July1,2567)/ DELTA Neutral tp Bt 83*** Stocks of the Day Prefer BEM and TU *** Funds Flow Buy Electronic / Power / Shiping v
INVX 19/6/2567: AMATA Buy tp Bt 29.10 base on 15.2x PE with 2Q24 Earnings +yoy/+qoq ( key clients : Chinese and Taiwan/ Sector Electronics)/ Stocks of the Day Prefer TOP and MTC***Flows Buy Tech ,Beverage and SET50/100 play vs Sell Power Petroc
Mkt Talk 18/6/2567) Thailand politics จับตามอง 1280 วันนี้ศาลรัฐธรรมนูญจะมีการเปิดพิจารณา 4 คดีสำคัญทางการเมือง คือ1.พ.ร.ป. เลือก สว. ขัด รธน.หรือไม่ คาด ศาลสรุปวันนี้2. คดียุบพรรคก้าวไกล คาดศาลให้ชี้แจง ยังไม่สรุปวันนี้ ตลาดกังวล วัน
INVX 14/6/2567: Prefer BDMS Outperform tp Bt 36,better 2Q24Earnings positive yoy/ 2567 Earnings +13% yoy to Bt 1.6 bn and IPO NKT Nakornton filing and BCP GRM recovery play with 3.5xPE and DY 7% and benefit from BSRC ***Today Football Euro Fest
INVX 12/6/2567: INVX 12/6/2567 : Strategy 3’Q24 Top picks Prefer ADVANC KCE OSP PTTGC TU base on Earnings recoverySET Index target 2567 : 1300 Buy Opportunity vs Target 1450-1500 by year end 2567 ***Research GLOBAL Outperform tp Bt 15.50 base
INVX 11/6/2567: Overweight Food : Sector picks CPF Outperform tp Bt 26/ TU Outperform tp Bt 18 ( BTG Outperform tp 28/GFPT Outperform tp Bt 16) / Intetest rate no rate cut in 2024 at 2.5% , Raised 2024 NIM for large Bank Prefer BBL Ourperform t
INVX 10/6/2567: HTC Buy tp Bt 23.50, better 2Q24 Earnings but seasonal weak in 3Q24. New high Earnings in Yr2024 Bt 686 mn/ BEM outperform tp Bt 9.50 not including Orange line +Bt 1.50 / Funds Flow Buy Tech and Healthcare / Prefer HANA / BDMS *
INVX 7/6/2567: Today NVIDIA par split from 1 to 10 shares/ FTSE effective date to add SAFE and TAN in Micro Cap. Index***PDP 2024 Public Hearing 12-13 June 2567 Positive Gulf Outperform target Bt 63 vs Neutral GPSC BGRIM/ Research BTS Neutral /
INVX : IPO CFARM Bt 1.35 (ชูวิทย์ฟาร์ม ไก่) listing in MAI / Analyst meeting BTS BTSGIF meeting today at 11.00 / Event Thai Corp Day TU&ITC CEO at 15.00 Group/ MS Team/ Stocks of the day Prefer MINT benefit from 2Q high Europe Earnings season (
INVX 5/6/2567: IPO Maguro (Japanese restaurant) Bt 15.90 listing in MAI today / Flows buy small cap vs Sell Big cap. Tech Energy Bank Property/ Thai Cabinet approved Tourism stimulus package during May 1- Nov.30,2567 for Bt 15.000 ( E-Tax ) for
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