20130426_EveningClassSET (1)
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�������� Strengthening IC : Evening Class@SET�
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Agenda (18.00 W 20.30 /.)
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BANPUESSOIVL
1 INTUCH
CPF
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2AOT
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CENTEL
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3
PERFORMANCEPERFORMANCEOF EACH PORTFOLIOOF EACH PORTFOLIO
6
PTTEP
DEMCO
SPCG
GUNKUL
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5
BGH
PSQHASK
4NMG
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(Period: 19/09/12-19/02/13)
1-Oct-12 19-Feb-13 ChangeSET 1299.71 1523.29 17.20
BANPU 399.00 373.00 (6.52)ESSO 10.70 10.50 (1.87)
IVL 29.00 24.60 (15.17)INTUCH 68.00 68.25 0.37
CPF 33.50 33.25 (0.75) KBANK 184.50 208.00 12.74 PTTEP 159.00 161.00 1.26 AOT 80.50 114.00 41.61 AAV 4.36 6.85 57.11
1
2
3
7
AAV 4.36 6.85 57.11 CENTEL 17.10 34.25 100.29
BGH 107.50 149.50 39.07 PS 18.80 32.50 72.87 QH 2.04 3.38 65.69 ASK 16.60 25.25 52.11
DEMCO 7.35 12.30 67.35 SPCG 16.00 26.75 67.19
GUNKUL 17.70 27.50 55.37 CK 8.60 25.00 190.70
NMG 1.40 2.52 80.00 RS 5.35 10.20 90.65
3
5
4
6
PERFORMACE THEME
SET 17.2%17.2%
BANPU(7.85)% COMMODITIESESSO
IVLINTUCH
3.41 % BLUE CHIPCPFKBANKPTTEPAOT
59.52 % AECAAV
1
2
3
8
59.52 % AECAAVCENTEL
BGHPS
63.56 % PROPERTY / INTEREST RATEQHASK
DEMCO
95.15 % ALTERNATIVE ENERGYSPCGGUNKUL
CKNMG 85.33 % SATELLITE TVRS
3
5
4
6
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SETIndex
- Euro Crisis ,
- World Economy (US China Japan)
- US Currency
- Commodities (Oil Price)
External Factor
9
Index- Commodities (Oil Price)
- Political stability
- Economic Data (GDP, Inflation)
- AEC
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6*�+�� %+��.2#!.��%����# (8 ��.2#) L�D�#�7z.��CN (27 �#�7)
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PROPCONCONMAT >> �%��2!�� %+�/%71�~2 (BTS,MRT,�+L��/,)�$0!/), �%*%/d%#�/
PROP >> �%�)�C56��!+&.#&/)#$!+, �%����/����!+/C*#�2%+O, :�D)7e//d^%-2�#, AEC ,7!�)5'd3
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PROP >> �%�)�C56��!+&.#&/)#$!+, �%����/����!+/C*#�2%+O, :�D)7e//d^%-2�#, AEC ,7!�)5'd3
RESOURCEENERG >> �%*%/d%#�/, �%*%b2%/�C/, International Risks ��+
REFINERY : ��� �����, ������ Stock ������� (Inventory)
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Price
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MARKET CAP ( ��(9�� ) 22,698
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Price
24
MARKET CAP ( ��(9�� ) 25,206
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