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2กก ,*"+กeกd 1".-: Technical Rebound 1 2 Downside Risk -'ก.%กก. (ก Gmn -. (.3-+
2กก ,*"+กeกd 1".-: Technical Rebound 1 2 Downside Risk -'ก.%กก. (ก Gmn -. (.3-+
26 )
2554
1000 + /-
AFTERNOON STRATEGY
Hold Cash
Strategist Note:
TIP
883.23
74.93
" -7.83% %&'(
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, 2.48 %"
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( PTT, BANPU, SCC, BBL 2 PTTCH
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Technical Rebound 1
2 Downside Risk -'.%.(
Gmn -.(.3-+
662-6586300 x 1401
MORNING WRAP
Chatchai Jindarat
Twitter channel
http://twitter.com/YipNgenYipTong
REGIONAL MOVEMENT
NIKKEI
8,374.13
-2.17%
SET
883.23
-7.82%
17,024.70
-3.65%
SET50
614.23
-7.91%
STRAITS TIMES
2,629.26
-2.58%
S50U11
607.30
-56.00
KOSPI
1,652.71
-2.64%
S50U11C670
2.00
-10.00
SHANGHAI COMPOSITE
2,395.44
-1.55%
S50U11P670
60.00
+46.00
PHILIPPINE SE
3,721.22
-4.24%
PTTU11
264.00
-27.00
3,230.64
-5.71%
PTTEPU11
138.50
-14.20
667.14
-3.13%
BANPUU11
10,557.00
-1.31%
GFV11
HSKI
JAKARTA COMPOSITE
MSCI ASIA PACIFIC
DJIA Futures
520.00
-86.00
23,750.00
-1,900.00
16,654.48
-8.84%
PTT
264.00
-8.97%
BANK
339.57
-6.81%
BANPU
524.00
-10.58%
PROP
129.33
-9.35%
SCC
265.00
-6.69%
ICT
104.50
-6.36%
BBL
136.00
-6.53%
76.15
-9.21%
PTTCH
91.25
-8.75%
77.87
-2.48%
THB / US$
31.16
0.22
1,559.10
-4.92%
Yen / US$
76.31
-0.23
742.02
-3.50%
US$ / Euro
1.3377
-0.0120
1,233.00
@ 1.00 pm
-1.99%
TRANS
COMMODITY MOVEMENT
WTI Futures
GOLD Futures
Bloomberg AP Coal Index
Soybean Futures Price
Source: Bloomberg
CURRENCY MOVEMENT
http://twitter.com/YipNgenYipTong
26 2554
NEWS SUMMARY
.%<
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0%/
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(Straddle Monorail) /
3
GGp, 3(%. , 86( (Heavy Rail) "
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-:&93
210%,+ 8 ' *
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(.%-
ASIAN WRAP
REGIONAL MOVEMENT
TAIWAN TAIEX
-2.40%
STAITS TIMES
-2.58%
KOSPI
-2.64%
S7 '
HANGHAI K,)*#'K$
,
!*% 14 ,!
: -:&.(
2.(0 Gp- / 56-8 - ( %
-3.13%
-3.65%
HSKI
PHILIPPINE SE
-4.24%
NIKKEI
SET
-1.55%
SHANGHAI COMPOSITE
-5.71%
-7.82%
-6.02%
FOOD
-6.07%
-6.75%
BANK
-7.16%
BUILDING MTRLS
-8.73%
ENERGY
-1.19%
-4.05%
-3.30%
-3.46%
-8.75%
CONSTRUCTION
REAL ESTATE
-8.86%
SHIPPING
-8.95%
-9.11%
TRANS
-2.24%
-3.02%
-3.59%
-2.77%
-9.19%
-3.82%
-3.62%
-9.68%
CHEMICAL
COAL
-1.95%
-10.50%
Asia Pac
-2.52%
Thailand
2
www.kimeng.co.th http://twitter.com/YipNgenYipTong
26 2554
STOCKS
PTT, PTTEP, TOP, PTTAR, ESSO, BCP, SGP, SUSCO, GLOW, EGCO, ROJNA, SCG
BBL, SCB, KBANK, BAY, KTB, SCIB, TMB, CIMBT, TCAP, TISCO, KK
BANPU, LANNA
CPF, LEE, CPI, TLUXE, STA
CPALL, PM, ASIAN, TUF, KSL, TF, TVO, PB, UVAN, SAUCE, GFPT, EE, PRG, LST, PRG, SSF,
TIPCO, UPOIC, CM, SFP, CFRESH, TWFP, CHOTI, PPC, TC, APURE, SORKON
SHIPPING
TTA, PSL, RCL, JUTHA
TRANS SERVICE
AOT, BECL, BAFS, UST, BTS, THAI
REAL ESTATE
PS, CPN, QH, MBK, SPALI, LPN, BLAND, AMATA, HEMRAJ, SIRI, TICON, SC, SF, NCH, PF, A,
MK, GOLD, MJD, NOBLE, ESTAR, NNCL, SENA, RAIMON, SAMCO, KC, METRO, BROCK,
MDX, KTP, TFD, PRECHA, CI, KMC, THANA, RASA, LL, EVER, WIN
CONSTRUCTION
STEC, ITD, CK, UNIQ, TTCL, ASCON, SYNTEC, PLE, SEAFCO, NWR, CNT, TPOLY, TRC, PREB,
FOCUS, PAE, TIES
BUILDING MATERIALS TASCO, SCC, SCCC, TPIPL, DCC, VNG, DRT, GLOBAL, TGCI, QCON, CEN, UMI, DCON, CCP,
KWH, RCI, GEN, SUPER, TWP, SCP, SINGHA
CHEMICAL
PTTCH, IRPC, IVL, RPC, WG, TRUBB, YCI
TELECOM
ADVANC, DTAC, TRUE, THCOM, SAMTEL, JAS, BLISS
3
www.kimeng.co.th http://twitter.com/YipNgenYipTong
Source: Bloomberg
www.kimeng.co.th http://twitter.com/YipNgenYipTong
78.75
13:18:00
12:57:00
12:36:00
12:15:00
11:54:00
11:33:00
79.00
11:12:00
1,640
10:51:00
79.75
11:12:00
10:51:00
10:30:00
10:09:00
9:48:00
9:27:00
9:06:00
8:45:00
8:24:00
12:51:00
12:38:00
12:25:00
12:12:00
11:59:00
11:46:00
11:33:00
11:20:00
11:07:00
10:54:00
10:41:00
10:28:00
10:15:00
10:02:00
9:49:00
9:36:00
9:23:00
9:10:00
8:57:00
8:44:00
8:31:00
8:18:00
13:35:00
13:25:00
13:15:00
13:05:00
12:55:00
12:45:00
12:35:00
11:00:00
10:50:00
10:40:00
10:30:00
10:20:00
10:10:00
10:00:00
9:50:00
9:40:00
9:30:00
9:20:00
9:10:00
9:00:00
8:50:00
8:40:00
8:30:00
8:20:00
12:58:00
NIKKEI
10:30:00
1,660
80.25
10:09:00
80.50
8:05:00
Shanghai Composite
9:48:00
80.75
9:27:00
9:06:00
Source: Bloomberg
8:45:00
950
948
946
944
942
940
938
936
934
932
930
928
926
924
922
920
918
916
914
912
910
908
906
904
902
900
898
896
894
892
890
888
886
884
882
880
878
876
8:03:00
SET Index
8:24:00
Source: Bloomberg
8:03:00
2,390
7:52:00
2,410
7:39:00
2,430
7:42:00
2,440
7:42:00
2,450
7:26:00
Source: Bloomberg
12:48:00
12:38:00
12:28:00
12:18:00
12:08:00
11:58:00
11:48:00
11:38:00
11:28:00
11:18:00
11:08:00
10:58:00
10:48:00
10:38:00
9:00:00
8:50:00
8:40:00
8:30:00
8:20:00
8:10:00
8:00:00
7:50:00
7:40:00
7:30:00
7:20:00
7:10:00
7:00:00
8,350
7:13:00
7:00:00
13:34:00
13:25:00
13:16:00
13:07:00
12:58:00
12:49:00
12:40:00
12:31:00
12:22:00
12:13:00
12:04:00
10:26:00
10:17:00
10:08:00
9:59:00
9:50:00
9:41:00
9:32:00
9:23:00
9:14:00
9:05:00
8:56:00
8:47:00
8:38:00
8,430
7:21:00
7:00:00
12:30:00
12:19:00
12:08:00
11:57:00
11:46:00
11:35:00
11:24:00
11:13:00
11:02:00
10:51:00
10:40:00
10:29:00
10:18:00
8:25:00
8,510
7:21:00
80.00
(US$/ounce)
9:56:00
10:07:00
8,590
7:00:00
12:17:00
11:56:00
11:35:00
11:14:00
10:53:00
10:32:00
10:09:00
9:48:00
9:27:00
9:06:00
8:45:00
8:24:00
8:03:00
7:42:00
7:21:00
7:00:00
(US$/barrel)
26 2554
17,800
8,550
17,700
17,600
8,470
17,500
17,400
17,300
8,390
17,200
17,100
17,000
16,900
Source: Bloomberg
KOSPI Index
1,730
1,720
1,710
2,420
1,700
1,690
1,680
1,670
2,400
1,660
1,650
1,640
Source: Bloomberg
MSCI Asia Pacific 50 Index
693
691
689
687
685
683
681
679
677
675
Source: Bloomberg
1,680
1,620
79.50
1,600
79.25
1,580
1,560
1,540
Source: Bloomberg
26 2554
Disclaimer
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26 2554
THAI INSTITUTE OF DIRECTORS ASSOCIATION (IOD) CORPORATE GOVERNANCE REPORT RATING 2010
ADVANC
BMCL
ICC
NCH
RS
SIS
Score Range
Number of Logo
Description
AMATA
CPF
IFEC
NKI
SAMART
SITHAI
90-100
AOT
CPN
IRPC
NMG
SAMTEL
SNC
80-89
ASIMAR
CSL
KBANK
NOBLE
SAT
SSI
70-79
Good
BAFS
DRT
KEST
PSL
SC
SVI
60-69
Satisfactory
BANPU
EGCO
KK
PTT
SCB
TCAP
50-59
BAY
ERAWAN
KSL
PTTAR
SCC
THCOM
Lower than 50
BCP
FORTH
KTB
PTTCH
SCIB
TIP
TNITY
BECL
GBX
L&E
PTTEP
SCSMG
TIPCO
TOG
BKI
GC
LPN
RATCH
SE-ED
TISCO
TOP
BLS
HEMRAJ
MCOT
ROBINS
SIM
TMB
TTA
ACAP
BROOK
DTC
KDH
NSI
PYLON
SKR
TEAM
TSC
AEONTS
BTNC
EASTW
KGI
OCC
QH
SMIT
TF
TSTE
AHC
BWG
EIC
KTC
OGC
RASA
SMK
TFD
TSTH
AJ
CCET
ESSO
KYE
OISHI
RCI
SPALI
THAI
TTI
AKR
CENTEL
FE
LANNA
PAP
RCL
SPC
THRE
TTW
AP
CFRESH
GENCO
LH
PB
RICH
SPI
TIC
TUF
AS
CGS
GFPT
LOXLEY
PDI
ROJNA
SSEC
TICON
TVO
ASK
CHUO
GL
LST
PG
RPC
SSF
TIW
TWEP
ASP
CIMBT
GLOW
MACO
PHATRA
S&J
SSSC
TK
TYM
AYUD
CITY
GOLD
MAJOR
PL
S&P
STANLY
TKT
UMI
BBL
CK
GRAMMY
MAKRO
PM
SALEE
STEC
TLUXE
UMS
BEC
CM
HANA
MATCH
POST
SAMCO
STEEL
TMT
UP
BFIT
CNS
HMPRO
MATI
PPM
SCCC
SUC
TNL
UPOIC
BGH
CPALL
IAM
MBK
PR
SCG
SUSCO
TOPP
UV
BH
CSC
INET
MFC
PRANDA
SEAFCO
SVOA
TPC
VNT
BIGC
CSR
IRC
MFEC
PREB
SHIN
SWC
TPCORP
WACOAL
BJC
DCC
IRCP
MINT
PRIN
SICCO
SYNTEC
TRC
WAVE
BNC
DELTA
ITD
MK
PS
SIMAT
TASCO
TRT
YUASA
BOL
DM
KASET
MSC
PT
SINGER
TBSP
TRU
ZMICO
BROCK
DTAC
KCE
MTI
PTL
SIRI
TCP
TRUE
CI
ETG
KC
MJD
Q-CON
STA
TNH
UST
AFC
CMO
F&D
KCAR
MLINK
RAIMON
STAR
TNPC
UT
AH
CMR
FANCY
KH
MPIC
ROCK
SVH
TONHUA
UTP
AI
CNT
FNS
KKC
NC
SAM
SYNEX
TPA
UVAN
AIT
CPI
FOCUS
KMC
NEP
SAUCE
TAPAC
TPAC
VARO
ALUCON
CRL
FSS
KWC
NEW
SCNYL
TC
TPP
VIBHA
AMC
CRANE
GFM
KWH
NNCL
SCP
TCB
TR
VNG
APRINT
CSP
GLAND
LALIN
NTV
SF
TCC
TSF
WG
ASCON
CTW
GYT
LEE
NWR
SFP
TCJ
TWZ
WIN
BAT-3K
CWT
HFT
LHK
OHTL
SHANG
TFI
TYCN
WORK
BGT
DEMCO
HTC
LRH
PAF
SIAM
TGCI
UBIS
BLAND
DIMET
ILINK
MBAX
PATO
SMM
THANI
UEC
BSBM
DRACO
IT
M-CHAI
PERM
SPACK
THIP
UKEM
BSM
EASON
JCT
MCS
PICO
SPG
TKS
UNIQ
BTS
ECL
JTS
MDX
PRECHA
SPPT
TMD
UPF
CHARAN
ESTAR
JUTHA
METRO
PRG
SST
TNDT
US
Excellent
Very Good
Pass
No logo given
N/A
Source: IOD
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www.kimeng.co.th http://twitter.com/YipNgenYipTong
26 2554
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