4 min
INVX Morning Call 15/5/2567 INVX Morning Call
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- Investissement
INVX 15/5/2567 ***BJC Neutral/ Cut target price to Bt 27 from Bt 28/Cut Earnings’24 by 7% ( Tax rate 27% ), One-Off items Bt 560 mn from BIGC tax , 2 Qtd SSSg - / 2Q24 Earnings outlook =yoy/+qoq vs Prefer GLOBAL***Cautious Auto Downgrade AH to Neutral from Outperform, cut Earnings m’24 by 31% and tp to Bt 23 from Bt 38 ***PSH Underperform, cut tp to Bt 6.70 from Bt 9.50*** Program Trading Buy CPF TFG RCL*** INVX Overweight Food Commerce Prefer CPF Global ***Fund Flow Buy CPF CPALL CRC OSP/ Energy +PTT PTTEP IVL/ Tech DELTA HANA
INVX 15/5/2567 ***BJC Neutral/ Cut target price to Bt 27 from Bt 28/Cut Earnings’24 by 7% ( Tax rate 27% ), One-Off items Bt 560 mn from BIGC tax , 2 Qtd SSSg - / 2Q24 Earnings outlook =yoy/+qoq vs Prefer GLOBAL***Cautious Auto Downgrade AH to Neutral from Outperform, cut Earnings m’24 by 31% and tp to Bt 23 from Bt 38 ***PSH Underperform, cut tp to Bt 6.70 from Bt 9.50*** Program Trading Buy CPF TFG RCL*** INVX Overweight Food Commerce Prefer CPF Global ***Fund Flow Buy CPF CPALL CRC OSP/ Energy +PTT PTTEP IVL/ Tech DELTA HANA
4 min