INVX Morning Call 19/2/2567
2024/02/19
INVX 19/2/2567 : Cut tpTHANI Neutral to Bt 2.30(from Bt 2.80) and DELTA Neutral tp Bt 79.50 ( from Bt 81)
: Daily trading KTB CPAXT
: Today Analyst meeting 19 Feb. 10.00 TOP PSH / 10.30 EPG/14.00 BTS&BTSGIF
: Program trading Buy CPAXT JMT SKY CK vs Sell THANI
: Cautious Consumer Finance ( THANI weaker Earnings/cut E’24 by 20% and target price to Bt 2.30 ) and Auto 4Q’23 Earnings downside risk on AH
: GS OW Japan US vs Neutral Europe MXAPJ and Cash Commodities(3/6/12 m Gold 2065/2125/2175) and Brent Oil ( 80/85/80) vs UW Credit
: GS MXAPJ rose 2%, led by China offshore/Hong Kong, Taiwan, Singapore and Indonesia (+3-4%), while Thailand, Australia and Philippines (flat) lagged. China A closed for the CNY holidays.
: GS Sector : Consumer Retails, Autos and Tech outperformed Healthcare, Materials and Energy sectors
more