5 min
INVX Morning Call 10/5/2567 INVX Morning Call
-
- Investissement
INVX 10/5/2567: Research GFPT High Conviction list , raise tp to Bt Bt 16 from Bt 15.50 / BLA Outperform, raise target price to Bt 23 from Bt 22 and Cautious Auto, cut tp to Bt 15 from Bt 21***Today Analyst meeting 8.00 SCG/ 13.30 QH MS Team/ 14.30 IVL physical Ocean Tower2***Gulf 1Q24 Fx loss Bt 600 mn and Jackson Hole loss Bt -195, Outperform tp Bt 63/CPAXT Outperform tp Bt 39/LPN Underperform to Bt 2.40, weak 2024 NP and weak GM / SNNP cut target price to Bt 23.40 from Bt 24.80 weak Sales both domestic and overseas / Program Trading Buy BLA vs Sell JMART JAS JMT CHAIYO / Next week : MSCI Semi Annual Index Review ( announcement 14/5/2567/ effective 3/6/2567) FTSE ( Semi Annual Index Review 7/6/2567 Announcement/ 24/6/2567 Effective date)
INVX 10/5/2567: Research GFPT High Conviction list , raise tp to Bt Bt 16 from Bt 15.50 / BLA Outperform, raise target price to Bt 23 from Bt 22 and Cautious Auto, cut tp to Bt 15 from Bt 21***Today Analyst meeting 8.00 SCG/ 13.30 QH MS Team/ 14.30 IVL physical Ocean Tower2***Gulf 1Q24 Fx loss Bt 600 mn and Jackson Hole loss Bt -195, Outperform tp Bt 63/CPAXT Outperform tp Bt 39/LPN Underperform to Bt 2.40, weak 2024 NP and weak GM / SNNP cut target price to Bt 23.40 from Bt 24.80 weak Sales both domestic and overseas / Program Trading Buy BLA vs Sell JMART JAS JMT CHAIYO / Next week : MSCI Semi Annual Index Review ( announcement 14/5/2567/ effective 3/6/2567) FTSE ( Semi Annual Index Review 7/6/2567 Announcement/ 24/6/2567 Effective date)
5 min