Market Outlook Market Outlook [PDF]

F Consensus (www.settrade.com) : 68.83. CPALL ก Q3 F F F 34.50. CPALL F 3/55 F ก 5-6% F F 8-9% " F". 13-14% F Q2/55

0 downloads 7 Views 424KB Size

Recommend Stories


Market Outlook
Be who you needed when you were younger. Anonymous

Market Outlook
Don’t grieve. Anything you lose comes round in another form. Rumi

Market Outlook
Just as there is no loss of basic energy in the universe, so no thought or action is without its effects,

Market Outlook
Don’t grieve. Anything you lose comes round in another form. Rumi

1Q17 Capital Market Outlook
Learning never exhausts the mind. Leonardo da Vinci

Reinsurance Market Outlook
Don’t grieve. Anything you lose comes round in another form. Rumi

Capital Market Outlook
Learning never exhausts the mind. Leonardo da Vinci

Fabrication Market Outlook
Before you speak, let your words pass through three gates: Is it true? Is it necessary? Is it kind?

Download 2016 Market Outlook
If you are irritated by every rub, how will your mirror be polished? Rumi

Johannesburg Retail Market Outlook
Why complain about yesterday, when you can make a better tomorrow by making the most of today? Anon

Idea Transcript


Market Outlook 31 กก 2555 2555

  (30/7/55) SET SET50 SET100

1,193.32 ก +15.31 - &'( 824.48 - (+,-. (ก(/0 +12.12 - 3456!7 1,795.09 - 856!7 +25.30

18,820.2 +74.75 +5.44 +1,259.14 -1,339.33











PE (!)

15.39

PBV (!)

2.09

Dividend Yield (%)

3.57

    • (+)  "# $ %& DJIA -2.65 NASDAQ -12.25, S&P -0.67, FTSE +65.13 J 6 DAX +84.66 3 L&.(M43(N OL(ก 4P!QR ,6 ก. (43 L5(3(N& 43!R48 2 N(-RS  OL -N L.N(4 3กก63P!7TMกQU. (4ก56,P FED 8N(- J 6 ก56,P ECB 8N(-R 2 &Q4. J 3(N!  GDP 4&!58X3 & 2 U6.L3(N 4 0.4% กกNX3 &ก YR4J&L4'Y4 !7TMกQU-R.L3(N456!7 J3 &PLS 3J/(Z(3(M &!5J 6Q3 -5( L 4  -R 6.5% J 6 5.96% 3 [L( . (4Uก-R (ก 4PL ECB U6 -JS!,Q4Pก!/R -R 5\+.!7TMกQU8 OO / J63QL3 (1) ,N44S 56กก 2Q/55 J 6 (2) ก56,P !^LN(- '..[ ( N4. (Nymex) &4 !L ก. -US$ 0.08  -R US$89.70/0! d6-R4[ (&4 !L &.) -US$3.45   -R US$1,623.94/ounce 3 N L.N(4กก 3กก63P!7TMกQU!hNi- • (+) ! hL!4Q 4PUก3456!7 -L&PZQ +1,259  L&6& 3(4J335j +62,317 

)&$  )&$  :  + 1,200  ? 3 L.P(RNO ก 348.[.(กX5-R ก56,P 4!^L8- J 6/P4- N 'Y4ก56,P 4Z ก 4PO5 8N(-R 2 &.. NU6 - 3กก63P!7TMกQU8Li -R!5kJ4 &[.(ก63Pก!3QO34!7TMกQUO ก N 'Y4Jก5\+..-8 PO5 .X  YR43 L. (กi 85\UUP( (4 8,N44ก-N0 N 'Y4L(,-!กh!,!L-Nก( OL!LN 8,N4- JNO L(,- (4 Oก&5(YXL3 OL -JN3-R 1,200 J 6 1,208 UPL 3 [L( d6-R 5\UU(l856!7 -R343QL3  8N(- Z5. U64 lN6!7TMกQUX 56U[!L YR4S ก635\+..-8PO5 !QR &4S ก63 ก&4ก4X .....      10  +0.1%  1.55% (!-ก(6L(& 4&PL 3.77% ! R ก/.m54) J 6L(,-N !&-R4 (VIX) +1.33  -R 18.03 "#0 1 : TCAP 0 GRAND

 % : #$ )  (30 ก   0($Fกก  FLKED >=D0NLD(กIA!A($ L Q = 31N55 FGLD( AB>=D0NFGก0 Q = 31 N 55 0%& > กAF0 FG0!'RG% 400,000     !"ก #$!%&'.  > =  55 GL-L0E(LAB( ( > $= 55 +107% yoy 'C 115,943 F('C$ L B( 55,983 +137%yoy FG $กGG +85%yoy 0E(0%'C'G LกM 'CKก (1)F(IA!! L!(FL' 'R&BFD FG(2)&$%=ก!($ Eco-car FG $กGG (3) -  Q& $Fก>(X ()*+  ก 0%ก>  0AB0 6 AFก +6.4% ytd - AIRA  TCAP G&ก0%N'5R 5 +11% 'C 5,556mn (EPS = 4.4) &'dK 1.2 =DKLF 4% &B0H TCAP 'C%D'dK&B LAB( 10'R L!(FL'R 2002-11   ( ,55 40  0 "P/E9X  5%6

  !"ก #$ Car and Truck Sales 140,000

120% 100% 80% 60% 40% 20% 0% -20% -40% -60%

120,000 100,000 80,000 60,000 40,000 20,000 0 Dec-11 Jan-12 Feb-12 Mar-12 Apr-12 May-12

 ((ก  ก () (?@)  AB'C>DE=DกEกD>(! D'Cก&!A0FGAH   ABกIA!A> ก =J KED L0=IA!A> ก - =D MHM>(L(  !( ก(>( 'ก K= 0&  กกก=D>DE= (&!  (L( A(D !( A(0  FG$A'Cก'Gก $EกLD( 0EM FGAB$AD>(>DE= (&!  FG/A กก, ก( &Bก&B >D(& 0 N ก A=Dก(D MNก FG/A ก(ก(ABJ ก&Bก $O(= (0( 0N=ก'&B F'( P A>DE- LD(FD(  (D ก0O!0ก(L&  =(0A  A0ABABJ FL (=

ก  ก () 2/4     ! 2,8 $  % % & '%  ก%( ) 10330 - 0-2684-8888 -0 0-2650-5477 www.aira.co.th

Market Outlook 31 กก 2555 2555

GRAND  ก;ก< = ก 5%6ก">ก ?@ 2H/55 





Q2 "&D E6 GRAND G&กED  D= Q2/55 0E(กAB& กL0&FB D AB(ก &ก  E-D (ก=A(! 4 -(ก  THE WESTIN Sukhumvit, SHERATON HUA HIN RESORT, FG HUA HIN BLUE LA GOON F?ก @(G (1) GRAND D'rL -(ก=K$  "0 L55 - &E4,500 D  'd% ( 100%FD (2)  EG (กIA! กก-(F 2F( IO(B 'C-(FAB (= A(( & (=FG( GQEกPL (('GMF(G 1,500mn ?  > (;  M>  ) 1 ?ก  @2H/55 Turnaround + )  0 (@,56 K'GกกstuL ='R 56 ก (1)กIA! -(F= E'GM 3,000mn (2) E-D (ก-(FFG-&&  0%>% I 13 FG I 27 &0B H GRAND GD(>%0G0 1,000mn D='R 2556 Q ( 'G0 0P=ก'-(0D(&! FG '&B KED FGกB N%ก ($0%>%  13 FG 27 &ก(!   ( ,55 %6!) 1.5 0 "P/B1.5X

  Q2/55 "&D E6  Q3/55  E6

2 Q 12 e 3 Q 12 e 4 Q 12 e

1 Q 12

4 Q 11

3 Q 11

2 Q 11

1 Q 11

4 Q 10

3 Q 10

1 Q 10

฿1,400 ฿1,200 ฿1,000 ฿800 ฿600 ฿400 ฿200 ฿0 -฿200 -฿400

2 Q 10

GRAND Net Income

Turnaround @, 2556

 ((ก  ก () (?@)  AB'C>DE=DกEกD>(! D'Cก&!A0FGAH   ABกIA!A> ก =J KED L0=IA!A> ก - =D MHM>(L(  !( ก(>( 'ก K= 0&  กกก=D>DE= (&!  (L( A(D !( A(0  FG$A'Cก'Gก $EกLD( 0EM FGAB$AD>(>DE= (&!  FG/A กก, ก( &Bก&B >D(& 0 N ก A=Dก(D MNก FG/A ก(ก(ABJ ก&Bก $O(= (0( 0N=ก'&B F'( P A>DE- LD(FD(  (D ก0O!0ก(L&  =(0A  A0ABABJ FL (=

ก  ก () 2/4     ! 2,8 $  % % & '%  ก%( ) 10330 - 0-2684-8888 -0 0-2650-5477 www.aira.co.th

Market Outlook 31 กก 2555 2555

"#EF PTTGC ก $+Q3 %) H Iก -% J$ PTTGC ก(3-X3 & 3/55 &N X  -LP&3rก[ ( Nก[ (-&!5L! -!L4 / 5(& 3N(3'PLQ5pO3! -Uก กrZ ,3Q!QR 1 &..- OกoJ6!กh4ก[X L.PL-Lก ((4 Q2/55 (4ก[X  Consensus (www.settrade.com) : !5x. !y -R 68.83  CPALL ก1 $LM   Q3 % #$ %DE=DกEกD>(! D'Cก&!A0FGAH   ABกIA!A> ก =J KED L0=IA!A> ก - =D MHM>(L(  !( ก(>( 'ก K= 0&  กกก=D>DE= (&!  (L( A(D !( A(0  FG$A'Cก'Gก $EกLD( 0EM FGAB$AD>(>DE= (&!  FG/A กก, ก( &Bก&B >D(& 0 N ก A=Dก(D MNก FG/A ก(ก(ABJ ก&Bก $O(= (0( 0N=ก'&B F'( P A>DE- LD(FD(  (D ก0O!0ก(L&  =(0A  A0ABABJ FL (=

ก  ก () 2/4     ! 2,8 $  % % & '%  ก%( ) 10330 - 0-2684-8888 -0 0-2650-5477 www.aira.co.th

Market Outlook 31 กก 2555 2555

 ((ก  ก () (?@)  AB'C>DE=DกEกD>(! D'Cก&!A0FGAH   ABกIA!A> ก =J KED L0=IA!A> ก - =D MHM>(L(  !( ก(>( 'ก K= 0&  กกก=D>DE= (&!  (L( A(D !( A(0  FG$A'Cก'Gก $EกLD( 0EM FGAB$AD>(>DE= (&!  FG/A กก, ก( &Bก&B >D(& 0 N ก A=Dก(D MNก FG/A ก(ก(ABJ ก&Bก $O(= (0( 0N=ก'&B F'( P A>DE- LD(FD(  (D ก0O!0ก(L&  =(0A  A0ABABJ FL (=

ก  ก () 2/4     ! 2,8 $  % % & '%  ก%( ) 10330 - 0-2684-8888 -0 0-2650-5477 www.aira.co.th

Smile Life

When life gives you a hundred reasons to cry, show life that you have a thousand reasons to smile

Get in touch

© Copyright 2015 - 2024 PDFFOX.COM - All rights reserved.