4 min
INVX Morning Call 14/5/2567 INVX Morning Call
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- Inversiones
INVX 14/6/2567: Upgrade CPF to Outperform/ High Conviction list / Raise target price to Bt 26 from CPF Bt 2+ CPALL Bt 24 from previous Bt 22.50) +++ Overweight Food Prefer CPF BTG to TU to GFPT *** Energy - Forex loss hit Earnings of PTTGC Neutral / cut target price to Bt 48 from Bt 50 and BGRIM Neutral/ cut target price to Bt 33 from Bt 40*** Flows from Program trading Buy CBG AAI AAV vs Sell EA ONEE ***Foreign net buy CPALL WHA (GS buy WHA CPALL) MALEE SAPPE IVL ( rotate from PTTGC)*** Today MSCI Srmi Annual Index review announcement / Analyst meeting today 10.00 PSH CPF SCCC /10.30 AAV/13.30 CPALL/ 14.00 Gulf/15.00 AWC Physical Athenee Hotel
INVX 14/6/2567: Upgrade CPF to Outperform/ High Conviction list / Raise target price to Bt 26 from CPF Bt 2+ CPALL Bt 24 from previous Bt 22.50) +++ Overweight Food Prefer CPF BTG to TU to GFPT *** Energy - Forex loss hit Earnings of PTTGC Neutral / cut target price to Bt 48 from Bt 50 and BGRIM Neutral/ cut target price to Bt 33 from Bt 40*** Flows from Program trading Buy CBG AAI AAV vs Sell EA ONEE ***Foreign net buy CPALL WHA (GS buy WHA CPALL) MALEE SAPPE IVL ( rotate from PTTGC)*** Today MSCI Srmi Annual Index review announcement / Analyst meeting today 10.00 PSH CPF SCCC /10.30 AAV/13.30 CPALL/ 14.00 Gulf/15.00 AWC Physical Athenee Hotel
4 min