Upper bound is limited
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Market today
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SET recovery is seen to be limited at the upper bound with resistances at 1370 and 1377 and likely to weaken after US bond yield rose, as that is negative for risky assets. Supports are at 1355 and 1350. Key issue today is US PCE.
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Industry analysis
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Banking – Cut MRR; upside from no policy rate cut |
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Company analysis
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BH
- 1Q24: Record high, beat estimates - Neutral
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BEM
- Positive catalysts may come sooner - Outperform
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BJC- Preview 1Q24F: Earnings hit by high taxes - Neutral
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PTTEP
- 1Q24: Solid profit, in line - Outperform
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SCC
- Results 1Q24: Earnings in line with INVX - Outperform
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