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Afternoon Note
22
(&! 2554
1000 + /-
Local Institution Strategist Team

Mayuree Chowvikran, CISA
Analyst
662-6586300 x 1440
Padon Vannarat
Equity Analyst
662-6586300 x 1450
Chaiyachoke Suwisuttangkul
Economist
662-6586300 x 1540
Chatchai Jindarat
Analyst
662-6586300 x 1401
Twitter channel
http://twitter.com/YipNgenYipTong
AFTERNOON STRATEGY
1050
Strategist Note:

3
1,053.06 16.14 -1.51% #$%& ()* 1.54 #
++,#,& MSCI Asia Pacific -0.17% 9%+ :;9 &# TIP
=& > ? ( -1.7% =: @> AB 1.2% &##?+; DE>? ++,=
=& F+ -1.6% =:? %# -1.8% *H:&#I % -2.2% + GDP
2Q54 *
+2.6% yoy P,&% HB* +3.6% yoy BANPU 4.2% +? B&> +%P= : P
T()U V T*U ()*A$A 5 + +=
=& BANPU, PTT, KBANK, SCB =: BBL

&,+ ) %,&:+& +,A$&= , ++ 1050 ? +9 &#F+ +%Y$+ = ,? #; DE>?
:+, =: % )P#+ >&, +,9 :+P &
Z# KimEng ,& ,*+ >?_%
_9 :;:#?A@`a +,
9 &,A+) ZP
& =Y ?* +EF & ) =: :# .,+ FI 24 A.%. (b
&:V *b) % +)A*c )=, &:V ,& 9

: KimEng = : P9
=:= : P ! TCAP &'(! ! 38 , % ()*
P/BVPS c 2554 1 & =:P,& 1 &9 c 2555 +) TCAP V f$&A> &() Y B9#&+ + 1 * :; (b &:

:? B ? T Y B%+ = U * +E9#&
MORNING WRAP
REGIONAL MOVEMENT
NIKKEI
HSKI
SET TFEX MOVEMENT
8,628.13
-1.05%
SET
1,053.06
-1.51%
19,232.40
-0.86%
SET50
730.31
-1.69%
719.20
-11.40
STRAITS TIMES
2,699.14
-1.26%
S50U11
KOSPI
1,710.70
-1.96%
S50U11C730
21.00
-3.00
SHANGHAI COMPOSITE
2,519.29
-0.59%
S50U11P730
28.00
+6.00
PHILIPPINE SE
4,291.11
-1.12%
PTTU11
310.00
-6.50
JAKARTA COMPOSITE
3,775.73
-1.74%
PTTEPU11
159.60
-2.10
730.29
-0.49%
BANPUU11
635.00
-25.13
10,799.00
-0.19%
GFQ11
26,790.00
+330.00
20,247.11
-1.61%
BANPU
630.00
-4.26%
BANK
399.35
-2.19%
PTT
313.00
-1.57%
PROP
158.12
-0.54%
KBANK
127.00
-3.05%
ICT
108.26
-1.59%
SCB
115.00
-1.71%
91.33
-0.92%
BBL
154.50
-2.83%
MSCI ASIA PACIFIC

DJIA Futures
CORE SECTOR MOVEMENT

ENERG
TRANS
TOP 5 MOST ACTIVE
COMMODITY MOVEMENT
WTI Futures
GOLD Futures
Bloomberg AP Coal Index
Soybean Futures Price
Source: Bloomberg
CURRENCY MOVEMENT
81.57
-0.84%
THB / US$
29.85
1,882.90
1.66%
Yen / US$
76.74
0.19
817.00
-0.85%
US$ / Euro
1.4371
-0.0026
1,373.00
@ 1.00 pm
0.33%
0.01
NEWS SUMMARY
' * GDP -. 2Q54 *3 &: *+,F 2.6% yoy P,&% HB*
%& *# +3.6% yoy =::+, 1Q54 3.2% yoy +
#A& GDP +, 0.2% qoq
A%B_% >?_%=: :+, =:+ > @h +,9 :+A$ +) ) A;. +h# GDP
c 2554 ># 3.5 - 4.5% V 3.5 i 4%
China Construction Bank

3- 1H54 B
'C D: China Construction Bank I % + + 2
*?9 =&#$%& P
AI> 1H54 :+ 9.29 # , US$1.45 # 0.37 ,
& F>#*b) 7.07 # , 9 1H53 +31% yoy f* >#HA> *+,=: NIM ,
*b)
This report is for local institutional clients only http://twitter.com/YipNgenYipTong
Thailand Equity Research
22 2554
ASIAN WRAP
REGIONAL MOVEMENT
-0.49%
MSCI ASIA PACIFIC
-0.59%
SHANGHAI COMPOSITE
HSKI
-0.86%
PHILIPPINE SE
-1.12%
SET
KOSPI
S; DE;A B
HANGHAI M
'
: V ,+ 5 >&+ + +
* + E # : ,&V Z,>
:f&
-1.26%
STAITS TIMES
NIKKEI
IKKEI
'C 4 : PAY>>PA9 ,& 2
c = * &#A& (bV &#+
+f :?
:+,*; DE>? P9 Toyota -2.1%, Fanuc 3.2% =: Hino Motors -3.5% + Deutsche Bank +%P= : P
+&, () V Y +) ) #$%&()*9 tu
+ A&, 9t& @v%P ; +* Bernanke ,+
>; ? > *@9 % ,+ ; B )
-0.41%
TAIWAN TAIEX
-1.51%
% ? > * A&f9+ )9 > ++,

*b) PAY>>A$ A9 3 A+ B P9 I % =:A+w
++,
=& ICBC -0.7%, China Construction Bank -0.9%, China
Vanke -0.9% =: Gemdale -2.1%
-1.74%
-1.96%
ASIA PACIFIC VS THAILAND SECTORAL MOVEMENT

-0.27%
-0.41%
-0.36%
CONSTRUCTION
REAL ESTATE
-1.64%
TRANS
-1.44%
TELECOM
-1.36%
FOOD
ENERGY
BUILDING MTRLS
-3.21%
CHEMICAL
-2.20%
BANK
-3.26%
FARMING & FISHING

-4.19%
Asia Pac
-0.23%
-1.05%
-1.39%
-1.21%
-1.46%
SHIPPING
COAL
-0.82%
-1.00%
ANG SENG 33. 15 ': %,#+,,&

Yb =# @:# : ; DE> F> #># =& :
#& A# Y
++) :+,*; DE>?
*H:,>z> )AI H:9 ?
+%) P9 Cosco Pacific -4.2% =: China Resources Land
-13% %,#+,,& +E # P+ ()
F>#># *H: Sands China f$ : Casino 9 #| ++,
= 9.6% +# +,* 9&* +&,:+,9
2Q54 f& #
-0.51%
-1.78%
-1.91%
-1.61%
-1.64%
-1.03%
-0.93%
Thailand
Time Update: Aug 22 @ 13.00 Source: Bloomberg
2
www.kimeng.co.th http://twitter.com/YipNgenYipTong
22 2554
Components of Stocks in Sectoral Movement

SECTORS
ENERGY
BANK
COAL
FARMING&FISHING
FOOD
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
81.25
Source: Bloomberg
12:57:00
12:36:00
82.25
12:15:00
83.25
11:54:00
NYMEX Crude Futures
11:33:00
Source: Bloomberg
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
8:03:00
7:42:00
7:21:00
7:00:00
12:21:00
SET Index
11:12:00
728
12:10:00
Source: Bloomberg
10:51:00
730
1050
11:59:00
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
8:05:00
7:52:00
7:39:00
7:26:00
7:13:00
7:00:00
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
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
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
NIKKEI
10:30:00
732
1052
11:48:00
9:59:00
2,501
10:09:00
734
1054
11:37:00
9:50:00
Shanghai Composite
9:48:00
736
1056
11:26:00
9:41:00
2,521
9:27:00
738
1058
11:15:00
9:32:00
2,531
9:06:00
740
1060
11:04:00
9:23:00
2,551
8:45:00
742
1062
10:53:00
9:14:00
2,561
8:24:00
744
1064
10:42:00
9:05:00
8:56:00
Source: Bloomberg
8:03:00
746
1066
10:31:00
7:00:00
8,600
7:42:00
748
1068
10:20:00
8:47:00
8:38:00
8:25:00
8,640
7:21:00
82.50
(US$/ounce)
9:58:00
1070
10:09:00
8,760
7:00:00
11:36:00
10:25:00
9:06:00
8:19:00
7:00:00
(US$/barrel)
22 2554
Intra-day Movements of Asian Stock Markets & Commodities

HSKI
19,700
8,720
19,600
19,500
8,680
19,400
19,300
19,200
19,100
19,000
Source: Bloomberg
KOSPI Index
1,780
1,770
2,541
1,760
1,750
1,740
1,730
2,511
1,720
1,710
1,700
Source: Bloomberg
MSCI Asia Pacific 50 Index
Source: Bloomberg
1,885
COMEX Gold Futures
83.00
82.75
1,880
1,875
82.00
81.75
1,870
81.50
1,865
1,860
Source: Bloomberg
22 2554
Disclaimer
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22 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
&3q etf
ff AP ,*A#%#A&A >#AY+ # >D+

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Afternoon Note

Local Institution Strategist Team

SET TFEX MOVEMENT

MSCI ASIA PACIFIC

CORE SECTOR MOVEMENT

TOP 5 MOST ACTIVE

China Construction Bank 

Thailand Equity Research

MSCI ASIA PACIFIC

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ASIA PACIFIC VS THAILAND SECTORAL MOVEMENT

FARMING & FISHING

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Time Update: Aug 22 @ 13.00 Source: Bloomberg

Thailand Equity Research

Components of Stocks in Sectoral Movement

NYMEX Crude Futures

Thailand Equity Research

Intra-day Movements of Asian Stock Markets & Commodities

COMEX Gold Futures

Thailand Equity Research

Thailand Equity Research

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