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ѹ 11 ¹ 2555 10:25

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SET INDEX ѹҴѺҹŧѹ 4 Ѻ 1150/55 ش ǡѺҹ

ҾҴѹ

 

Ҵѹ Ѻҹŧѹ 5 ¤ѧŵɰԨչ Ѱ ԡĵ˹ҸóТͧ໹ Ҩ繻Ѩ·ҧ§дѺա һѨ´ѧ Ҩз͹ѧûѺҹŧͧҴ鹷ҡ мšôԹҹͧ Alcoa ͡ҴաҤҴ ǡóŧعҴѨ¡ŧع ѹ Downside ͧҴѹ ҧá ͡Դ Technical Rebound ҧë͢դ

 

Ѻ SET INDEX ѹҴѺҹŧѹ 4 Ѻ 1150/55 ش ǡѺҹ ǡóŧعͺѹ͵͡ŧع ҧá MBKET dzѺѡѧǨԴ Technical Rebound ç秡ҡ ǡѺҹ 駹ѺҡŧعͧʶҺѹ㹻

 

MBKET йѡŧع “쵡ŧع 60% Թʴ 40%” ѧй㹪ǧ 2 ѹӡ÷ҹ ͨѧТ·ӡ SET INDEX Ѻ 1,200+/-

 

ѨӤѭѹ

1.        ԴûŢ¾ѹѵԵѹ: 繾ѹѵ ӡ 1 ǧԹ٧ش 1.1 ҹ

a.     ҡѵҴ͡¢Ѻ鹨ҡûޤ駡͹ 繻Ѩ§͵Ҵû㹺ѹ ҾͧŧعԹѾ§šͧ

b.        ҡѵҴ͡·çǶ֧Ŵŧҡûޤ駡͹ Ҩ繻Ѩ·¡蹨ҡѡŧعš蹡ѹ

駹Ѻҡá᫧ͧ ECB ѧŵͺ᷹ҡѹѵѰ໹ Ե Ѻ з͹ѧŵͤö㹡ûٻäѧͧ 2 Ҩ仵Ἱҧ Ҩ ECB ͧ繡 demand 㹵Ҵͧͧѹѵû蹡ѹ ѡͧҾ

2.     §ҹ Beige Book 㹤׹ з͹ȷҧɰԨѰ: §ҹѧ繼Ǩͧ࿴ 12 ҢҷǻѰ ͷȷҧɰԨ èҧҹ üԵ кԡ ֧Ҵҹࢵ ҡšǨ駹 Ҿѧջ§͡ÿ鹵 зǷҧŴѵҡҧҹҧҪ Ҩ繻ѡͧ㹷Ъ FOMC ͹ 觵Ҵ˹ѡ͡ûЪ駹͹ҧҡ ࿴աѭҳѴմҾͧǹԹ QE#3 жѴ

3.     1Q55 ͧ Alcoa ͡ҴաҤҴ: §ҹšط зҴҴҨТҴعط 繻繷 DJIA Futures ѹ鹵ҧ 

4.     ѺҡԹعҧҵ ѧ YTD SET50 Futures Ѻ Short ա: ҡԹҡʹطѺ鹻ն֧ҹ ͧѡŧعҧҵ㹵Ҵ SET50 Futures ʶҹ short ط 353 ѭ Ѻ繤駷 2 ͧչ ʶҹ Short ط Ҩաëط㹵Ҵ Cash

 

 

ҹ

ѹ͹˹

 

 

PER11

PER11

PER12

PER12

 

SET INDEX

15.41

12.21

15.64

16.06

 

PSE

18.53

15.60

18.59

18.65

 

JSE

21.50

14.22

21.47

21.88

 

KOSPI

22.35

10.06

22.25

21.99

 

TAIEX

19.94

14.70

19.86

20.07

 

Straits Time

9.88

13.87

9.81

10.02

 

SHCOMP

12.37

9.72

12.26

12.01

 

Source: Bloomberg

طŧعѹ ““” 

1         PHATRA : ҤһԴ 32.00 ҷ Ҥ¼ҹ Bloomberg Consensus 35.55 ҷ

a      ҡԹҡ Swap Ratio ͧ 0.9135KK = 1 PHATRA ѧ ͤӹdzҤһԴͧ鹷 2 Ҥ Ѩغѹͧ PHATRA ӡ Swap Ratio 0.43 ҷ/ Ҥ鹷ͧ PHATRA ѵǹѧǤ 32.43 ҷ зҤҹԴ 32.00 ҷ

b         PHATRA ͧ XD ѹ 3 .. ҡѺ KK ¨ԹѹŧǴ 2554 1.28 ҷ Դ繼ŵͺ᷹ҡԹѹ 4.0%

˵: KELIVE ӡ PHATRA ѧ鹹ѡŧعԨóҳѴԹ㨡ŧع٧һ

2         SMIT: ҤһԴ 3.76 ҷ Ҥ 4.50 ҷ

a      SMIT СȨԹѹŧǴ 2H54 0.12 ҷ Դ繼ŵͺ᷹ҡԹѹŧǴ 2H54 3.2% KELIVE ԹԹѹŧǴ 2555 0.24 ҷ Դ繼ŵͺ᷹ҡԹѹ٧֧ 6.4%

b      ҡ§ҹʹͧö¹ҹҹ Motor Show ش ҧⴴ ҡҷѴҹԹ֧ 40,000 ѹ 繺ǡҾͧص ҹ¹ͧ㹻չ

c      ʹüԵö¹Ск ʹǧͧ͢չ ͺöѹѺ١Ҩͧ 繺ǡͤͧ㹡üԵǹö¹蹡ѹ 觨繺ǡص 鹹ҧ SMIT ͧҡ١ 40% ١ҡҹ¹ (Special steel) ҡ SMIT 仼Ե㹡üԵǹ йӡѺ SMIT ӡêغ㹢鹵͹ش ֧繨ش SMIT Ѻ觫ͫǫաҧ

d         KELIVE ԹšôԹҹ 2555 255 ҹҷ Ժ 14.9% yoy Тµա 12.1% yoy 㹻 2556 286 ҹҷ

 

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