TH : Strategy - April normally the best month for SET

We expect SET to rise further in Apr 22 despite the Russia-Ukraine war. Local institutions are likely to turn net buyers in Apr 2022. Our top picks: CRC, CPALL, CPN, ADVANC, LH, SPALI, KBANK, BBL, PTTEP, KCE, M, STEC, TIDLOR and BCH.