Daily report Tue, Mar 3, 2020
Sawasdee SET
SET index Close: 2/3/2020 1,335.72 -4.80 / -0.36% Bt74,369mn SET50 index Close: 2/3/2020 897.96 +0.12 / +0.01% Bt49,436mn
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Multi-asset price update 2 Market outlook: The SET is expected to rebound today in line with the US and Commodities daily price update 3 European stock markets on investor expectations of central bank easing in Market update 6 monetary policies (BOJ, ECB, the Fed and BOE all meet this month) to mitigate Fund flows monitor 7 Short sales 8 the economic impact from the COVID-19 outbreak. The surge in crude price will Director trade 10 also boost oil-related stock prices - and the market - as traders hope for a Corporate calendar 12 further production cut by OPEC. We assign resistances at 1,368 and 1,382. Graph analysis indicates the SET is still on a downtrend with key resistance at 1,400. SET index movement Market strategy: Net accumulation point is at 1,300, where valuation is 2,000 (pts) PE Band 20.0x attractive. We suggest a mixed portfolio of stocks with a good earnings outlook, 1,900 19.0x 1,800 defensive stocks and laggards: BCH, BEM, BTS, IVL, PTTEP. Today’s picks are 18.0x 1,700 17.0x PTTEP and RATCH. 1,600 16.0x 1,500 15.0x Today’s highlights 1,400 1,300 The SET fluctuated. There was net buy in TRANS and COMM while ENERG, ICT, 1,200
FIN and FOOD saw large net selling. Foreign investors continued to be net sellers 1,100
Jul-16
Jul-17
Jul-18
Jul-19
Jul-20
Jan-16
Jan-17
Jan-18
Jan-19
Jan-20
Oct-16
Oct-17
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Oct-19
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Apr-16
Apr-17
Apr-18 Apr-19 in the SET (day 8) but institutional investors switched to net buy. In SET50 index Apr-20 futures, foreign investors net longed but institutional investors net shorted. Technical supports and resistances* Both net longed in SSFs. SET50 index future OI and SSF OI decreased. 1382 R2
Today’s touchpoints: 1368 R1 (+) US markets surged: DJIA +5.1%, S&P500 +4.6%, Nasdaq +4.5 as traders 1336 SET expect the Fed to cut policy rate at this month’s meeting so do ECB and BOJ. The
IMF is also ready to help member countries respond to the coronavirus. 1326 S1
(+) Crude rebounded, WTI-F +2.0% and Brent-F +4.3%, as hopes of a deeper cut 1307 S2 in output than the 600k bpd expected plus stimulus from central banks to SET index series counter worries about damage to demand from the coronavirus outbreak. Index 2-Mar Chg Chg Value (pts) (pts) (%) (Btmn) Today: Cabinet meeting. Citizens expect the government to enact measures to SET 1,335.72 (4.80) (0.36) 74,369 help them handle the fallout from COVID-19. SET50 897.96 0.12 0.01 49,436 SET100 1,966.02 (3.24) (0.16) 56,091 Investment ideas: sSET 549.42 (9.93) (1.78) 1,443 SETCLMV 777.62 (12.57) (1.59) 18,424 Short-term rebound. The SET will get support from: 1) Monday’s rebound in SETHD 943.15 (8.05) (0.85) 23,925 SETTHSI 817.24 (2.93) (0.36) 43,963 US stock markets (the largest rebound in 11 years for the DJIA) and in Asian SETWB 846.98 0.85 0.10 12,937 stock markets this morning; 2) surge in crude price; 3) possible measures mai 257.80 (3.96) (1.51) 1,131 launched by the cabinet to help people weather the COVID-19 outbreak. Trading summary by investor type
However, the market is fragile and extremely reactive to the situation, so we see (Btmn) 2-Mar WTD MTD YTD today’s rebound as short-lived. The SET is still on a downtrend so buying must Foreign Net (4,327) (4,327) (4,327) (41,278) be selective. For short-term speculation, we recommend stocks that benefit Breakdown (%) 41.48 41.48 41.48 39.13 from crude price recovery as traders expect further production cuts at the OPEC Institution Net 2,748 2,748 2,748 (13,514) meeting on Mar 5-6. Recommended stocks are PTT, PTTEP, refineries and Breakdown (%) 10.18 10.18 10.18 12.68 petrochemicals (TOP, BCP, IVL), mixed with high-dividend-yield stocks (PSH, PropTrade Net 106 106 106 (676) RATCH) that are close to XD (we suggest speculating ahead of XD). Investors can Breakdown (%) 11.77 11.77 11.77 13.18 speculate on hotels, airlines and airports (AOT, ERW, RATCH), which are expected Individual Net 1,472 1,472 1,472 55,468 to recover within a day. Breakdown (%) 36.56 36.56 36.56 35.01
Today’s stock picks: PTTEP (S107 R114 C102), RATCH (S59.25 R62.50 C56.50) % of total trade value for each investor type S50 futures trading by foreign investors
Today’s reports (Contract) 2-Mar WTD MTD YTD Bank – Cut TPs to reflect the impact of COVID-19 Foreign 1,719 1,719 1,719 34,035 Institution (3,650) (3,650) (3,650) (14,721) BCH – Over-punished: concerns priced in Customer 1,931 1,931 1,931 (19,314) LH – 2019: Sale of assets offset lower housing profit Bond trading by foreign investors TCAP – Another good dividend year (Btmn) 2-Mar WTD MTD YTD What to watch Foreign Buy 3,961 3,961 3,961 162,847 Date Event 2 Mar Economic release: CN – Manufacturing and non-manufacturing PMI for Feb, JP/EU/US – Final manufacturing PMI, CN – Caixin Sell 6,729 6,729 6,729 175,478 manufacturing PMI for Feb, US – ISM manufacturing PMI for Feb Net (2,768) (2,768) (2,768) (12,632) Event: 5G spectrum license granting this month, Effective of February 2020 quarterly MSCI index review. 3 Mar Economic release: JP – Consumer confidence for Feb * SCBS Investment Research estimates Event: US super Tuesday 4 Mar Economic release: CN – Caixin service PMI for Feb, EU/US – Final service PMI for Feb, US – ISM non-manufacturing PMI for Feb, ADP non-farm employment change, crude oil inventories 5 Mar Economic release: US – Unemployment claims, TH – CPI and core CPI for Feb Event: OPEC meetings 6 Mar Economic release: JP – Household spending for Jan, US – Average hourly earnings, non-farm employment change, unemployment rate for Feb Event: OPEC meeting
See the end of this report for disclaimer Page 1
Sawasdee SET
Multi-asset price update Key indicator update
Close 2-Mar WoW MoM YoY YTD Comment: Financial market condition VIX Index 33.42 (16.68) 33.52 77.39 146.28 9.90 • VIX index fell when the US stock markets Europe CDS (bps) 67.033 2.77 18.98 20.79 4.47 (24.52) rebounded as investors hope for an easing LIBOR OIS Spread (bps) 0.35675 12.80 23.06 15.79 16.87 (4.92) in monetary policy to mitigate the impact of TED Spread (bps) 0.275 7.93 15.37 6.21 10.61 (11.33) COVID-19 outbreak on the economy. Exchange rate Dollar Index 97.36 (0.79) (2.01) (0.03) 0.86 0.64 • Gold rose against the US dollar as investors USD/THB 31.40 (0.12) (0.62) 0.66 (1.23) 4.76 expect key central banks to launch EUR/USD 1.12 1.48 2.83 0.74 (1.86) (0.47) economic support measures. USD/JPY 108.01 (0.11) (2.31) (0.46) (3.47) (0.77) Bond: (Change in basis points) • Crude rebounded as investors expect key TH Gov Bond 2Y 0.80% (2.92) (2.26) (28.59) (95.36) (38.93) central banks to launch economic support TH Gov Bond 10Y 1.07% (1.66) 1.77 (23.86) (148.36) (41.65) measures. US Gov Bond 2Y 0.73% (14.50) (53.30) (58.60) (182.80) (83.80) US Gov Bond 10Y 1.07% (6.10) (31.20) (44.00) (168.90) (82.10) Commodities CRB Index 395.11 0.00 (1.02) (2.24) (4.50) (3.79) Gold (US$/oz) 1,591.30 0.56 (3.99) 0.18 23.05 5.05 Gross Refining Margin (US$/bbl) 1.42 0.00 (18.86) n.m. (68.86) (63.02) Dubai Crude (US$/bbl) 51.09 4.70 (6.54) (6.92) (21.08) (20.43) NYMEX Crude (US$/bbl) 46.75 4.45 (9.10) (9.33) (16.22) (3.49) Baltic Dry Index (pts) 539.00 0.75 6.52 10.68 (18.83) (57.59)
Thai and US 10-year government bond yield Thai and US 10-year government bond spread 0.4 3.0 (%) (pts) 2.8 0.3 +2SD = 0.25 2.6 0.2 2.4 0.1 +1SD = 0.07 2.2 0.0 UST 10Y 2.0 (0.1) Avg = -0.11 1.8 (0.2) (0.3) 1.6 -1SD = -0.29 1.4 (0.4) (0.5) 1.2 TH GB10Y -2SD = -0.47
1.0 (0.6)
Jul-19
Jan-20
Oct-19
Apr-19
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Nov-19 Aug-19 May-19
THB/USD exchange rate Regional foreign exchange rate spot return
33 (THB/USD) +2SD = 32.15 South Korean Won 32 +1SD = 31.54 Taiwan Dollar 32 Philippines Peso 31 Avg = 30.93 China Renminbi Indonesian Rupiah 31 -1SD = 30.32 Malaysian Ringgit 30 Offshore Deliverable CNY -2SD = 29.7 30 Singapore Dollar Hong Kong Dollar 29 Thai Baht 29 Japanese Yen 28 Indian Rupee
(1.0) 0.0 1.0 2.0
Jul-19
Jan-20
Oct-19
Apr-19
Jun-19
Feb-20
Sep-19
Mar-19
Mar-20
Dec-19
Aug-19 Nov-19 May-19 (% Change 1 day)
Gold Brent crude
(US$/Troy ounce) 80 (US$/bbl) 1,650 75 +2SD = 73.35 1,600 +2SD = 1648.92 +1SD = 68.51 1,550 70 1,500 +1SD = 1544.37 65 Avg = 63.66 1,450 60 1,400 Avg = 1439.82 -1SD = 58.82 -1SD = 1335.26 55 1,350 -2SD = 53.97 50 1,300 45 1,250 -2SD = 1230.71 1,200 40 1,150 35
1,100 30
Jul-19
Jul-19
Jan-20
Oct-19
Apr-19
Jun-19
Feb-20
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Mar-19 Mar-20
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Nov-19 Aug-19 May-19
Tue, Mar 3, 2020 Page 2
Sawasdee SET
Commodities daily price update
As of -1W Avg. Price % % Avg. Price % Avg. Price % Update 2-Mar-20 % QTD in 1Q20 QoQ YoY in '19 YoY in '20 YoY CRB Index 395.11 (1.1) 403.86 3.1 (2.6) 404.77 (5.96) 403.86 (0.2) Daily
Energy Prices Crude Oil - Dubai (US$/bbl) 50.01 (8.8) 59.23 (3.6) (6.1) 63.14 (8.76) 59.23 (6.2) Daily Brent Crude (US$/bbl) 52.73 (3.0) 59.45 (5.0) (5.8) 64.03 (10.01) 59.45 (7.2) Daily West Texas Int. Cushing (US$/bbl) 46.75 (6.0) 54.23 (4.7) (14.1) 57.01 (12.11) 54.23 (4.9) Daily Crude Oil - Asia-Pacific Tapis Oil Spot (US$/bbl) 59.14 (6.8) 67.38 (1.6) 6.7 68.68 (6.07) 67.38 (1.9) Daily Natural Gas Henry Hub (US$/mmBTU) 1.76 (4.6) 1.95 (13.7) (25.1) 2.44 (5.14) 1.95 (20.0) Daily Coal Price NEX (US$/MT) 68.05 0.0 67.03 2.5 (30.7) 77.48 (28.20) 67.03 (13.5) Friday
Oil Product Prices and Gross Refinery Margin Gas Oil 500 ppm Sulfer Singapore (U$/bbl) 58.67 (11.6) 72.32 (5.4) (5.1) 77.39 (9.01) 72.32 (6.5) Daily Gas Oil - Dubai (US$/bbl) 8.66 (25.1) 13.09 (12.8) (0.4) 14.24 (10.07) 13.09 (8.1) Daily Gasoline, 92 RON Spot (US$/bbl) 52.74 (14.9) 65.48 (14.3) 4.4 67.44 (12.32) 65.48 (2.9) Daily Gasoline - Dubai (US$/bbl) 2.73 (61.8) 6.25 (7.9) (1,947.8) 4.30 (44.26) 6.25 45.4 Daily Fuel Oil 180 Singapore Spot (US$/bbl) 42.83 (5.1) 47.22 (38.2) (22.0) 55.55 (12.95) 47.22 (15.0) Daily Fuel Oil - Dubai (US$/bbl) (7.18) (25.7) (12.01) (39.2) 369.0 -7.59 40.80 (12.01) 58.3 Daily Jet Kerosene - Spot Price (US$/bbl) 57.46 (8.8) 69.79 (6.0) (6.4) 75.40 (9.12) 69.79 (7.4) Daily Jet Kerosene - Dubai (US$/bbl) 7.45 (9.4) 10.56 (17.4) (8.1) 12.26 (10.91) 10.56 (13.8) Daily SG Dubai Hydrocracking Refinery Margin (US$/bbl) 1.42 (18.9) 0.88 (23.1) (76.8) 3.47 (38.66) 0.88 (74.6) Daily
Olefins Product Prices and Spread Ethylene, FOB Japan Spot (US$/MT) 670 0.0 746 12.3 (77.4) 846 (30.37) 746 (11.8) Tuesday Ethylene Spread (US$/MT) 228 16.5 223 373.2 (52.4) 321 (46.40) 223 (30.6) Daily Propylene (Olefins), FOB Japan Spot (US$/MT) 745 0.0 801 (4.6) (100.0) 876 (14.92) 801 (8.5) Tuesday Propylene Spread (US$/MT) 303 11.9 278 76.9 (100.0) 351 (15.12) 278 (20.8) Daily Naphtha - Singapore Spot FOB (US$/MT) 442 (6.8) 523 (3.8) (100.0) 525 (14.79) 523 (0.4) Daily
Polyolefins Prices and Spread Polye HDPE SE Asia (US$/MT) 840 0.0 857 (61.5) (20.6) 994 (23.71) 857 (13.7) Tuesday HDPE-Naphtha Spread (US$/MT) 398 8.8 334 3.3 (40.4) 469 (31.71) 334 (28.7) Daily Polye LDPE-Film, CFR SE Asia Spot (US$/MT) 900 0.0 922 0.2 (12.3) 998 (15.53) 922 (7.6) Tuesday LDPE-Naphtha Spread (US$/MT) 458 7.6 399 6.0 (25.0) 473 (16.34) 399 (15.6) Daily PP Film, Spot South East Asia (US$/MT) 945 0.0 981 (3.2) (12.2) 1,083 (13.82) 981 (9.5) Tuesday PP Spread (US$/MT) 503 6.9 458 (2.5) (23.5) 558 (12.89) 458 (18.1) Daily
MEG Prices and Spread MEG, CFR South East Asia (US$/MT) 535 0.0 568 0.7 (11.2) 580 (94.00) 568 (2.1) Tuesday MEG Spread (US$/MT) 120 0.0 105 (13.3) 289.4 55 (67.15) 105 n.m. Tuesday
Aromatics Product Prices and Spread Paraxylene, FOB USG Spot (US$/MT) 790 0.0 824 4.5 (19.6) 876 (13.93) 824 (5.9) Tuesday Paraxylene Spread (US$/MT) 362 12.3 320 20.1 (34.6) 339 49.23 320 (5.7) Tuesday Paraxylene - 92 RON Spread (US$/MT) 340 30.0 265 28.3 (45.9) 301 77.81 265 136.6 Daily Toluene, FOB Korea Spot (US$/MT) 620 0.0 649 (1.4) 7.4 643 (13.11) 649 10.6 Tuesday Benzene, CFR Japan Spot (US$/MT) 680 0.0 711 3.9 17.9 644 (22.67) 711 10.5 Tuesday Benzene Spread (US$/MT) 293 11.6 250 12.3 74.4 183 (34.82) 250 36.5 Daily Benzene - 92 RON Spread (US$/MT) 230 51.8 153 48.8 124.2 68 (61.22) 153 123.4 Daily Condensate (US$/MT) 428 (8.5) 504 (3.5) (5.9) 537 (8.58) 504 (6.1) Daily
PTA Prices and Spread PTA, CFR South East Asia (US$/MT) 575 0.0 608 (3.5) (27.7) 744 (14.30) 608 (18.3) Tuesday PTA Spread (US$/MT) 46 0.0 56 (45.0) (63.6) 157 (15.65) 56 (64.3) Tuesday
PVC Prices and Spread PVC, CFR South East Asia (US$/MT) 860 0.0 857 2.3 (3.3) 860 (6.55) 857 (0.4) Tuesday Ethylene Spread (US$/MT) 632 (4.9) 634 (5.1) 51.6 539 67.55 634 17.6 Tuesday Ethylene Dichloride CFR Far East Asia (US$/MT) 310 0.0 312 11.2 (23.4) 337 11.45 312 (7.4) Tuesday
Metal Gold (US$/Troy Ounce) 1,589 (2.8) 1,577 6.3 20.9 1,393 9.79 1,577 13.2 Daily LME Copper 3 Month Rolling Forward (US$/MT) 5,723 0.8 5,895 (0.5) (5.2) 6,025 (7.92) 5,895 (2.2) Daily Silver Future (US$/Troy Ounce) 17 (7.2) 18 2.4 11.2 17 5.87 18 8.2 Daily China Composite Steel Prices (CNY/MT) 3,791 (1.3) 3,942 (2.8) (3.5) 4,117 (6.49) 3,942 (4.3) Daily
Agriculture Prices Malaysian Crude Palm Oil Spot Price(MYR/MT) 2,414 (5.2) 2,828 13.4 40.9 2,127 (4.83) 2,828 33.0 Daily SGX Ribbed Smoked Sheet 3 (RSS3) Futures (US$/KG.) 162 (1.4) 162 5.1 (1.2) 165 6.05 162 (1.7) Daily Sugar #11 (US$/LB) 14 (6.1) 14 11.2 2.5 13 (5.08) 14 7.7 Daily NBSK Pulp (Canada) CIF Korea (US$/MT) 1,205 0.0 1,205 0.0 0.0 1,205 4.26 1,205 0.0 Daily
Freight Rate Baltic Freight Index: BDIY 539 6.1 597 (60.9) (25.9) 1,344 (0.40) 597 (55.6) Daily Baltic Supramax Index: BSI58 621 10.7 550 (41.4) (22.3) 877 (14.86) 550 (37.3) Daily
Source: Bloomberg, Bisnews, BANPU and SCBS Investment Research
Tue, Mar 3, 2020 Page 3
Sawasdee SET
Commodities daily chart update CRB US Spot All Commodities Price Index Crude prices 440 100 (pts) (US$/bbl) West Texas Int 430 90 Brent 420 80 Dubai 410 70 400 60 390 50
380 40
Jul-19
Jul-19
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May-19 May-19 May-19
SG Dubai Hydrocracking Refinery Margin Oil product prices 12 (US$/bbl) 140 (US$/bbl) 10 Jet Kerosene 120 Gas Oil 8 100 Gasoline 6 Fuel Oil 4 80 2 60 0 40
-2 20
Jul-19
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Nov-19 May-19
Coal price (NEX) Natural gas prices (Henry hub) 120 (US$/MT) (US$/mmBTU) 110 3.4 100 2.9 90 80 2.4 70 1.9 60
50 1.4
Jul-19
Jan-20
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Olefins prices Olefins spreads 1,500 (US$/MT) 1,200 (US$/MT) Ethylene Ethylene Spread 1,300 1,000 Propylene Propylene Spread 800 1,100 600 900 400 700 200
500 0
Jul-19 Jul-19
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Aromatics prices Aromatics spreads 700 1,600 (US$/MT) (US$/MT) 1,400 Paraxylene 600 Paraxylene Spread Benzene 500 Benzene Spread 1,200 400 1,000 300 800 200 600 100
400 0
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Jan-20
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Tue, Mar 3, 2020 Page 4
Sawasdee SET
Commodities daily chart update Polyolefins prices Polyolefins-Naphtha spreads 1,100 1,500 (US$/MT) (US$/MT) LDPE 1,400 LDPE spread HDPE 900 HDPE Spread 1,300 PP 1,200 700 PP Spread 1,100 500 1,000 900 300 800
100
Jul-19
Jul-19
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Aug-19 Nov-19 May-19
PVC price PVC spread 1,000 500 (US$/MT) (US$/MT) 450 960 400 920 350 300 880 250 840 200 150
800
Jul-19
Jul-19
Jan-20
Oct-19
Oct-19
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Feb-20
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Gold price LME copper price 1,700 7,500 (US$/Troy ounce) (US$/MT) 1,600 7,000 1,500 6,500 1,400 6,000 1,300 1,200 5,500
1,100 5,000
Jul-19
Jul-19
Jan-20
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Malaysian crude palm oil price Rubber price (RSS3) futures 240 3,500 (MYR/MT) (US$/kg) 220 3,200 200 2,900 180 2,600 160 2,300 140 2,000 120
1,700 100
Jul-19
Jul-19
Jan-20
Oct-19 Oct-19
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Steel price index Baltic freight index 4,800 (pts) 3,000 (pts) 2,700 4,600 2,400 4,400 2,100 1,800 4,200 1,500 1,200 4,000 900 600
3,800 300
Jul-19
Jul-19
Jan-20
Oct-19 Oct-19
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Aug-19 Nov-19 May-19 May-19 Source: Bloomberg, Bisnews, BANPU, SCBS Investment Research
Tue, Mar 3, 2020 Page 5
Sawasdee SET
Market update Global market movement Performance (%) PE (x) EPS gth (%) PBV (x) ROE (%) 2-Mar Index Chg (pts) 1D WTD MTD YTD 20F 21F 20F 21F 20F 21F 20F 21F S&P 500 3,090 136.01 4.6 4.6 4.6 (4.4) 17.8 16.0 13.9 11.4 3.2 3.0 19.6 20.3 Euro Stoxx 600 376 0.32 0.1 0.1 0.1 (9.6) 13.8 12.7 38.7 9.1 1.6 1.5 9.6 9.9 Japan 21,344 201.12 1.0 1.0 1.0 (9.8) 16.9 15.4 11.4 10.0 1.6 1.5 9.2 8.8 Hang Seng 26,292 161.75 0.6 0.6 0.6 (6.7) 10.2 9.4 7.3 8.8 1.1 1.0 11.5 11.3 MSCI Asia x J 645 6.27 1.0 1.0 1.0 (6.3) 13.4 11.6 14.6 15.1 1.4 1.3 11.7 11.5 Philippines 6,749 (38.63) (0.6) (0.6) (0.6) (13.6) 13.4 12.2 5.8 10.2 1.5 1.4 11.6 11.9 Indonesia 5,361 (91.46) (1.7) (1.7) (1.7) (14.9) 12.6 11.4 30.6 10.1 1.7 1.7 16.8 17.5 Malaysia 1,467 (15.70) (1.1) (1.1) (1.1) (7.7) 15.2 14.3 7.6 6.7 1.4 1.3 9.3 9.5 Thailand 1,336 (4.80) (0.4) (0.4) (0.4) (15.5) 14.0 12.8 10.6 9.6 1.4 1.4 9.4 9.6 Asean 4 - simple avg. (0.9) (0.9) (0.9) (12.9) 13.8 12.7 13.6 9.1 1.5 1.4 11.8 12.1 China 2,971 90.63 3.1 3.1 3.1 (2.6) 10.9 9.7 30.4 12.2 1.2 1.1 11.1 10.9 India 38,144 (153.27) (0.4) (0.4) (0.4) (7.5) 20.6 17.1 12.7 20.3 2.9 2.5 13.1 15.3 Singapore 3,008 (3.36) (0.1) (0.1) (0.1) (6.7) 12.4 11.5 (10.9) 7.7 1.0 1.0 8.9 9.7 Taiwan 11,170 (121.71) (1.1) (1.1) (1.1) (6.9) 15.0 13.6 18.5 10.3 1.7 1.7 13.5 14.0 Korea 2,003 15.50 0.8 0.8 0.8 (8.9) 11.1 8.9 61.4 24.7 0.8 0.8 6.2 13.0 Others 0.5 0.5 0.5 (6.5) 14.0 12.2 22.4 15.1 1.5 1.4 10.6 12.6
Regional sector movement
Price performance (%) * Chemicals 2-Mar WoW MoM YTD Construction Mat. Banking 0.29 (3.78) (11.45) (12.10) Chemicals 1.70 (2.96) (6.58) (1.07) Retail - Consumer Staples Construction Mat. 1.25 (1.75) (8.34) (4.77) Health Care Consumer Products 0.75 (3.49) (9.56) (6.37) Telecommunications
Health Care 0.96 (2.33) (5.75) (3.72) Consumer Products Oil, Gas & Coal 0.10 (4.31) (14.11) (12.36) Transportation Real Estate 0.66 (2.24) (9.20) (7.73) Retail - Consumer Staples 0.99 (2.43) (6.32) (3.55) Real Estate Telecommunications 0.83 (4.59) (8.67) (5.17) Banking Transportation 0.67 (4.17) (12.17) (10.97) Oil, Gas & Coal
Regional Thailand (2.50) (2.00) (1.50) (1.00) (0.50) 0.00 0.50 1.00 1.50 2.00 * Regional sector price performances (%) are based on US$ and Thai sector price performances (%) are based on baht
Thailand sector movement
Price performance (%) Commerce 2-Mar WoW MTD YTD Banking Banking (2.30) (6.95) 0.16 (19.89) Health Care Commerce (1.54) (2.70) 1.03 (14.72) Property Construction Materials (4.79) (7.98) (0.55) (20.24) ICT Energy & Utilities (6.72) (10.01) (0.77) (15.85) Food & Beverage Food & Beverage (3.63) (5.69) (1.29) (9.30) Transportation Health Care (2.49) (2.59) 0.54 (12.78) SET ICT (3.18) (5.83) (1.09) (11.55) SET50 Petrochemicals (7.86) (10.10) (1.28) (25.07) Construction Materials Property (2.75) (6.03) (0.04) (16.34) mai Transportation (3.72) (6.11) 1.24 (17.97) Energy & Utilities SET (4.25) (6.95) (0.36) (15.45) Petrochemicals
SET50 (4.35) (6.68) 0.01 (15.96) (9.0) (8.0) (7.0) (6.0) (5.0) (4.0) (3.0) (2.0) (1.0) 0.0 MAI (5.20) (10.17) (1.51) (16.74) (% Change 1 day)
10 Most active stocks by value Top 10 gainers Top 10 losers
Stock Price Value Chg Stock Price Value Chg Stock Price Value Chg (Bt) (Btmn) (%) (Bt) (Btmn) (%) (Bt) (Btmn) (%) BAM 22.60 5,855.35 0.89 CPH 3.70 0.00 24.16 AQ 0.01 0.04 (50.00) PTT 39.25 5,216.70 0.64 PDJ 1.30 4.43 19.27 EASON 0.96 1.64 (29.93) AOT 61.25 2,894.25 2.51 MATI 4.60 0.00 17.95 KKC 0.44 0.09 (20.00) SCB 85.50 2,665.12 (2.01) CPL 0.88 0.00 17.33 OGC 24.70 0.03 (14.09) GULF 163.00 2,552.76 (1.51) TKT 0.87 1.41 14.47 UOBKH 2.00 0.02 (13.79) ADVANC 197.50 2,529.67 (1.25) OCC 11.80 0.00 12.38 MACO 0.82 2.65 (13.68) KBANK 122.00 2,420.54 2.52 NOK 1.21 0.16 10.00 NWR 0.32 3.30 (13.51) CPALL 66.50 2,268.59 1.14 GEL 0.12 1.30 9.09 TRUBB 0.40 0.43 (13.04) PTTEP 107.00 2,010.17 0.94 MATCH 1.29 0.04 7.50 TNPC 0.57 0.21 (12.31) CRC 33.00 1,955.51 4.76 SIRI 0.76 66.67 7.04 BWG 0.30 4.94 (11.76)
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Fund flow monitor Regional foreign fund flows to equity
(US$ Mn) Thailand Indonesia Philippines Malaysia Vietnam India Taiwan South Korea Japan Daily 2-Mar-20 (137) (20) (30) (13) (531) (553) 28-Feb-20 (10) (1) (80) (79) (16) (463) (471) 27-Feb-20 (3) (74) (28) (69) (10) (428) (842) (524) 26-Feb-20 (26) (125) (60) (86) (10) (437) (1,144) (870) 25-Feb-20 (40) (61) (48) (5) (256) (341) (533) Weekly WTD (137) (20) (30) (300) (13) (1,825) (531) (553) (615) 28-Feb-20 (132) (297) (185) (300) (42) (1,825) (3,160) (3,003) 0 21-Feb-20 (199) (106) (25) (107) (41) 323 (918) (487) (615) 14-Feb-20 (97) 53 16 17 (8) 72 416 (273) (1,953) 7-Feb-20 (199) 11 15 (80) (27) 1,844 76 762 2,578 Monthly MTD (137) (20) (30) 0 (13) 0 (531) (553) 0 Feb-20 (627) (340) (179) (469) (118) 414 (3,586) (3,000) 10 Jan-20 (562) 1 (164) (33) 85 1,373 (751) (165) (3,833) Dec-19 (811) 571 (173) (292) (39) 862 1,058 1,024 (965) YTD (1,326) (359) (373) (503) (45) 1,787 (4,868) (3,718) (3,823)
Thailand daily foreign net flows
Equity SET50 futures Bond 2,480 (Btmn) (Contract) (Btmn)* (Btmn) Daily 2-Mar-20 (4,327) 1,719 307 (2,768) Weekly Equity (110) (834) (301) WTD (4,327) 1,719 307 (2,768) (2,444) (1,673) (1,257) (2,397) 28-Feb-20 (4,175) 41,433 8,037 (18,589) (2,777) (4,327) 21-Feb-20 (6,257) 11,484 2,353 (2,279) 22,686 23,831 27,751 14-Feb-20 (3,024) 7,633 1,589 2,013 7-Feb-20 (6,192) 15,704 3,244 (2,404) 4,333 2,917 1,719 Monthly MTD (4,327) 1,719 307 (2,768) (56) Feb-20 (19,649) 76,254 15,223 (21,259) (1,022) Futures Jan-20 (17,302) (44,311) (9,421) 11,395 (13,010) Dec-19 (24,487) 3,030 764 3,904 (22,014) Quarterly 397 727 QTD (41,278) 33,662 6,109 (12,632) (59) 4Q19 (40,016) (48,717) (10,137) (5,524) (453) (1,120) (2,129) 3Q19 (45,878) (43,072) (9,961) (67,651) (2,019) (3,230) (2,768) 2Q19 53,735 93,098 20,637 72,532 (11,153) 1Q19 (13,086) 19,615 4,403 (15,249) Bond YTD (41,278) 33,662 6,109 (12,632)
2019 (45,245) 20,924 4,943 (15,893)
2-Mar
18-Feb
19-Feb
20-Feb
21-Feb
24-Feb
25-Feb
26-Feb 27-Feb 28-Feb 2018 (287,459) (37,082) (9,479) 286,582
Foreign net flow and SET movement SET50 and its foreign ownership (excluding NVDR)
80,000 1,900 1,200 (pts) (%) 25.0 (Foreign Accumulate - Btmn) 60,000 (SET Index) 1,150 24.8 1,800 24.6 40,000 1,100 24.4 20,000 1,700 1,050 24.2 0 1,600 1,000 24.0 (20,000) 950 23.8 (40,000) 1,500 23.6 900 (60,000) SET50 Index (LHS) 23.4 Foreign Accumulate (1Year) 1,400 850 (80,000) % Foreign Ownership (RHS) 23.2 SET Index
(100,000) 1,300 800 23.0
Jul-19 Jul-19
Jan-20
Oct-19
Jul-19
Apr-19
Jun-19
Feb-20
Sep-19
Mar-19 Mar-19
Dec-19 Dec-19
Aug-19 Nov-19
May-19
Jan-20
Oct-19
Apr-19
Jun-19
Feb-20
Sep-19
Mar-19 Mar-20
Dec-19
Nov-19 Aug-19 May-19
Foreign buy/sell activity monitor Most foreign holding value change Top-5 NVDR net buy/sell
Fgn hld ∆ Fgn Buy* Fgn hld ∆ Fgn Sell* Buy* Sell* (%) (M.shares) (Btmn) (%) (M.shares) (Btmn) (Btmn) (Btmn) CPALL 34.55 5.60 372 SCC 15.64 (0.96) (294) GULF 286 CPALL (617) BTS 18.57 34.45 372 SAWAD 31.85 (1.94) (124) PTT 253 ADVANC (501) BH 20.02 1.80 235 CPF 29.00 (3.20) (85) PTTEP 232 BDMS (268) BGRIM 42.25 5.27 223 TISCO 44.20 (0.58) (57) BEM 210 KBANK (175) PTTEP 10.68 1.94 207 BCPG 3.30 (3.76) (54) SAWAD 161 TCAP (173) TOP 15.80 3.84 159 BEM 10.39 (5.23) (48) BGRIM 134 TISCO (150) HMPRO 12.22 11.03 144 RATCH 10.21 (0.81) (48) CRC 123 BH (100) AOT 10.82 2.09 128 EA 35.41 (1.23) (47) GPSC 119 AOT (92) GULF 38.80 0.68 111 PTTGC 14.47 (1.14) (46) MINT 84 SCC (76) MINT 32.48 3.35 96 TOA 9.13 (1.06) (32) KCE 77 TU (71)
* SCBS Investment Research estimates
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Short sales Short sale volume Volume Turnover Average price Last price Gap between last comparing with main (Shares) (Bt) (Bt) 2-Mar-20 close and short board DCC 318,600 542,705 1.70 1.73 (1.54) 20.01 EA 2,822,100 109,591,375 38.83 38.50 0.87 15.09 THAI 596,400 2,298,422 3.85 3.82 0.89 14.01 SCB-R 4,279,600 369,079,025 86.24 85.50 0.87 13.87 BANPU-R 3,756,000 26,612,655 7.09 7.00 1.22 12.89 ORI 1,150,000 5,703,964 4.96 4.86 2.06 12.78 PTTGC-R 1,950,500 79,815,875 40.92 40.25 1.67 11.29 RS 300,000 3,115,000 10.38 10.60 (2.04) 10.62 TOP-R 1,798,700 75,550,475 42.00 41.25 1.83 10.53 DTAC-R 414,700 15,195,375 36.64 36.00 1.78 10.15 CPALL-R 3,394,900 227,098,800 66.89 66.50 0.59 10.00 MTC-R 900,500 50,315,775 55.88 55.00 1.59 9.93 BCP-R 584,000 13,802,440 23.63 23.70 (0.28) 9.64 ADVANC-R 1,179,000 232,703,450 197.37 197.50 (0.06) 9.22 RATCH-R 504,000 29,693,950 58.92 59.25 (0.56) 8.99 AP 700,000 4,130,000 5.90 5.95 (0.84) 8.34 BGRIM 2,239,300 95,581,500 42.68 42.25 1.03 8.29 BH-R 408,200 53,449,000 130.94 130.50 0.34 8.22 SUPER-R 18,500,000 7,020,000 0.38 0.37 2.56 7.94 AOT-R 3,689,000 224,823,075 60.94 61.25 (0.50) 7.75 BAY 30,000 722,670 24.09 24.20 (0.46) 7.71 OSP-R 737,600 30,084,600 40.79 40.75 0.09 7.56 GUNKUL 2,013,200 4,851,944 2.41 2.44 (1.23) 7.15 KCE 3,151,100 67,675,910 21.48 21.50 (0.11) 7.04 PTTEP 1,309,700 141,961,950 108.39 107.00 1.30 7.02 GULF 1,073,000 175,263,200 163.34 163.00 0.21 6.85 CHG-R 1,748,800 4,289,050 2.45 2.48 (1.11) 6.75 JAS 3,623,100 17,353,580 4.79 4.76 0.62 6.66 GLOBAL-R 780,500 10,831,970 13.88 14.10 (1.57) 6.40 TMB 18,357,600 20,572,707 1.12 1.14 (1.70) 6.30 TRUE-R 5,667,100 18,628,310 3.29 3.28 0.22 6.26 TU-R 1,208,500 17,867,780 14.79 14.70 0.58 6.20 BCH-R 452,000 5,935,270 13.13 13.10 0.24 6.17 MAJOR 132,800 2,455,200 18.49 18.90 (2.18) 6.08 IVL 1,251,200 32,965,975 26.35 26.25 0.37 6.07 AOT 2,881,400 175,952,450 61.06 61.25 (0.30) 6.06 PTL 50,000 558,000 11.16 11.00 1.45 5.97 TPIPL 586,300 732,812 1.25 1.25 (0.01) 5.90 SPRC 1,186,100 8,648,290 7.29 7.40 (1.47) 5.83 GPSC-R 1,409,200 86,623,525 61.47 61.25 0.36 5.77 ESSO 937,800 5,545,410 5.91 5.85 1.08 5.76 CPALL 1,892,600 126,500,775 66.84 66.50 0.51 5.58 KBANK 1,103,800 134,661,550 122.00 122.00 (0.00) 5.55 INTUCH-R 839,500 45,265,325 53.92 53.75 0.32 5.51 CHG 1,422,700 3,468,838 2.44 2.48 (1.69) 5.49 GPSC 1,321,000 81,102,850 61.40 61.25 0.24 5.41 GULF-R 843,700 136,610,050 161.92 163.00 (0.66) 5.39 BGRIM-R 1,437,200 61,078,200 42.50 42.25 0.59 5.32 TCAP-R 708,600 36,976,750 52.18 51.50 1.33 5.31 SPALI-R 360,400 5,852,580 16.24 16.20 0.24 5.31 BTS 2,811,900 30,251,190 10.76 10.80 (0.39) 5.27 MINT 1,357,900 38,652,875 28.47 28.50 (0.12) 5.09 KKP-R 367,900 22,749,975 61.84 60.50 2.21 5.03 IRPC-R 6,324,200 14,122,638 2.23 2.20 1.51 4.95 QH 2,788,800 6,202,484 2.22 2.24 (0.71) 4.94 BJC-R 196,600 7,060,900 35.92 35.50 1.17 4.67 KTB 1,862,700 26,057,340 13.99 13.80 1.37 4.66 KTC 524,900 19,945,075 38.00 38.25 (0.66) 4.62 ADVANC 590,700 116,980,900 198.04 197.50 0.27 4.62 BEM 3,906,800 36,148,620 9.25 9.25 0.03 4.62 EA-R 855,500 33,614,550 39.29 38.50 2.06 4.57 GUNKUL-R 1,286,000 3,117,800 2.42 2.44 (0.64) 4.57 AAV 795,600 999,586 1.26 1.26 (0.29) 4.54 ITD 1,000,000 1,120,000 1.12 1.13 (0.88) 4.51 TKN 979,400 7,318,665 7.47 7.50 (0.37) 4.50 STA 706,300 8,124,080 11.50 11.50 0.02 4.41 BBL 536,000 71,054,500 132.56 134.00 (1.07) 4.30 ANAN 670,000 963,445 1.44 1.46 (1.51) 4.14 CPF-R 2,066,700 55,133,750 26.68 26.50 0.67 4.08 BEAUTY 5,540,000 10,897,200 1.97 1.94 1.39 4.08 CPN-R 303,800 16,136,000 53.11 52.75 0.69 4.07 TISCO 240,800 23,817,350 98.91 97.75 1.19 4.02 PTTEP-R 724,200 78,463,550 108.35 107.00 1.26 3.88 SAWAD-R 630,800 39,936,575 63.31 63.75 (0.69) 3.81 COM7 391,300 8,306,900 21.23 21.10 0.61 3.64 IVL-R 739,000 19,538,175 26.44 26.25 0.72 3.59 INTUCH 545,400 29,239,700 53.61 53.75 (0.26) 3.58 CENTEL 192,500 3,527,290 18.32 18.80 (2.53) 3.51 ICHI 82,000 401,520 4.90 5.05 (3.04) 3.44 LH 1,092,000 9,055,130 8.29 8.25 0.51 3.39 SCC 105,100 32,454,800 308.80 308.00 0.26 3.38 PLANB-R 968,000 4,793,623 4.95 5.00 (0.96) 3.37 BH 166,900 21,816,400 130.72 130.50 0.17 3.36 KBANK-R 662,400 81,287,800 122.72 122.00 0.59 3.33 STEC 764,400 11,314,000 14.80 15.00 (1.33) 3.18 BCP 192,300 4,532,670 23.57 23.70 (0.55) 3.18 LH-R 1,015,500 8,444,260 8.32 8.25 0.79 3.15
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Short sale volume Volume Turnover Average price Last price Gap between last comparing with main (Shares) (Bt) (Bt) 2-Mar-20 close and short board CK-R 534,900 10,166,500 19.01 18.90 0.56 3.12 RATCH 172,500 10,190,975 59.08 59.25 (0.29) 3.08 CPF 1,553,700 41,622,250 26.79 26.50 1.09 3.07 TRUE 2,680,200 8,865,624 3.31 3.28 0.85 2.96 HMPRO 1,698,700 22,288,560 13.12 13.10 0.16 2.96 SCC-R 91,300 28,215,900 309.05 308.00 0.34 2.93 TCAP 385,000 19,996,375 51.94 51.50 0.85 2.89 WHA 4,495,200 12,108,916 2.69 2.66 1.27 2.89 KKP 207,000 12,514,400 60.46 60.50 (0.07) 2.83 SAWAD 466,200 29,868,350 64.07 63.75 0.50 2.82 GLOBAL 334,600 4,663,410 13.94 14.10 (1.15) 2.74 PTT 3,537,800 140,730,875 39.78 39.25 1.35 2.69 BDMS 973,400 21,648,330 22.24 22.30 (0.27) 2.68 EGCO-R 33,100 8,860,600 267.69 267.00 0.26 2.68 CKP 950,000 3,478,000 3.66 3.58 2.26 2.62 PSH 40,000 572,000 14.30 14.20 0.70 2.58 CKP-R 927,500 3,369,920 3.63 3.58 1.49 2.56 TTW 130,800 1,820,000 13.91 13.90 0.10 2.56 TASCO-R 293,200 5,497,920 18.75 18.60 0.81 2.55 AWC 1,106,800 5,581,024 5.04 5.20 (3.03) 2.45 AMATA-R 220,500 3,171,400 14.38 14.50 (0.81) 2.39 QH-R 1,314,800 2,931,858 2.23 2.24 (0.45) 2.33 HANA 186,600 5,892,600 31.58 32.00 (1.32) 2.26 PTG 448,200 6,301,980 14.06 14.20 (0.98) 2.26 BANPU 648,900 4,566,725 7.04 7.00 0.54 2.23 WORK 20,000 172,000 8.60 8.70 (1.15) 2.08 MTC 186,900 10,307,000 55.15 55.00 0.27 2.06 IRPC 2,555,100 5,744,306 2.25 2.20 2.19 2.00 HANA-R 163,600 5,222,800 31.92 32.00 (0.24) 1.98 MEGA-R 34,500 856,510 24.83 24.80 0.11 1.95 TTW-R 95,700 1,330,230 13.90 13.90 0.00 1.87 PTTGC 321,400 13,115,250 40.81 40.25 1.38 1.86 CBG 117,100 8,297,500 70.86 69.50 1.95 1.79 EGCO 22,100 5,886,100 266.34 267.00 (0.25) 1.79 PLANB 500,000 2,429,000 4.86 5.00 (2.84) 1.74 CRC-R 1,028,000 33,907,000 32.98 33.00 (0.05) 1.74 SCB 518,400 44,778,700 86.38 85.50 1.03 1.68 DTAC 67,100 2,484,575 37.03 36.00 2.86 1.64 BLA 10,600 163,520 15.43 15.40 0.17 1.60 CPN 116,300 6,179,450 53.13 52.75 0.73 1.56 TASCO 178,400 3,290,050 18.44 18.60 (0.85) 1.55 DOHOME 150,500 1,193,575 7.93 8.00 (0.87) 1.37 ERW 152,000 543,160 3.57 3.58 (0.18) 1.34 HMPRO-R 759,800 9,909,530 13.04 13.10 (0.44) 1.32 MBK-R 20,300 357,430 17.61 17.50 0.61 1.29 MINT-R 323,900 9,072,750 28.01 28.50 (1.72) 1.22 MC 66,400 604,240 9.10 9.15 (0.55) 1.17 TOP 193,000 7,994,625 41.42 41.25 0.42 1.13 PSL 137,100 585,592 4.27 4.16 2.67 1.12 TPIPP 131,900 527,544 4.00 4.02 (0.51) 1.09 BCH 80,000 1,050,000 13.13 13.10 0.19 1.09 BBL-R 134,000 17,877,050 133.41 134.00 (0.44) 1.08 BJC 44,500 1,599,425 35.94 35.50 1.25 1.06 SPCG-R 16,600 285,400 17.19 17.50 (1.76) 0.91 EGATIF 33,600 399,840 11.90 12.00 (0.83) 0.86 DELTA 4,000 205,750 51.44 50.00 2.88 0.85 BPP 39,200 452,380 11.54 11.30 2.13 0.83 BEC 45,300 196,590 4.34 4.40 (1.37) 0.79 PTG-R 153,400 2,189,210 14.27 14.20 0.50 0.77 SUPER 1,620,000 615,764 0.38 0.37 2.73 0.70 SYNEX 6,300 34,650 5.50 5.60 (1.79) 0.67 PRM 85,300 358,402 4.20 4.20 0.04 0.66 VGI 159,100 1,052,910 6.62 6.60 0.27 0.66 BEM-R 490,700 4,590,175 9.35 9.25 1.13 0.58 SIRI 500,000 370,000 0.74 0.76 (2.63) 0.57 DEMCO 10,000 18,100 1.81 1.85 (2.16) 0.54 SGP 20,000 154,000 7.70 7.75 (0.65) 0.49 COM7-R 52,200 1,102,300 21.12 21.10 0.08 0.49 CENTEL-R 25,000 455,000 18.20 18.80 (3.19) 0.46 UNIQ 8,400 50,860 6.05 5.90 2.62 0.44 TU 77,000 1,135,540 14.75 14.70 0.32 0.40 JASIF 83,100 720,085 8.67 8.65 0.18 0.39 E1VFVN3001 902 17,048 18.90 0.00 - 0.33 BDMS-R 112,600 2,517,560 22.36 22.30 0.26 0.31 DIF 101,600 1,585,540 15.61 15.70 (0.60) 0.28 WHA-R 404,200 1,100,192 2.72 2.66 2.33 0.26 CK 38,100 718,740 18.86 18.90 (0.19) 0.22 JMT 23,000 402,100 17.48 17.70 (1.23) 0.15 CRC 77,400 2,573,550 33.25 33.00 0.76 0.13 TISCO-R 7,500 736,825 98.24 97.75 0.50 0.13 TVO-R 1,800 49,500 27.50 27.50 0.00 0.11 VNT 2,500 54,750 21.90 22.30 (1.79) 0.09 OSP 5,000 203,250 40.65 40.75 (0.25) 0.05 PTT-R 52,300 2,058,225 39.35 39.25 0.27 0.04 TMB-R 107,200 121,836 1.14 1.14 (0.30) 0.04 ILM 200 2,090 10.45 10.40 0.48 0.00 BLAND 100 98 0.98 0.97 1.03 0.00 Source: SET, SCBS Investment Research
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Sawasdee SET
Director trade 1. Director trade as reported on March 2, 2020.
Company Name of Director Product Transaction Amount Average Price Amount Buy/Sell date (Shares) (Bt) (Bt) ACE Mr. Pornmett Songmetta Common Share 28-02-20 3,426,100 2.70 9,250,470 Purchase ACE Mr. Teerawut Songmetta Common Share 28-02-20 300,000 2.70 810,000 Purchase APP Miss Thitiporn Chartaisong Common Share 28-02-20 5,000 1.50 7,500 Purchase BC Mr. Prabsharan singh Thakral Common Share 02-03-20 215,400 1.10 236,940 Purchase BDMS Mr. Pradit Theekakul Common Share 02-03-20 1,000,000 22.12 22,120,000 Sale BDMS Mr. Pradit Theekakul Common Share 02-03-20 500,000 22.98 11,490,000 Sale BDMS Mr. Pradit Theekakul Common Share 02-03-20 1,000,000 22.00 22,000,000 Sale BDMS Mr. Pradit Theekakul Common Share 02-03-20 500,000 22.00 11,000,000 Sale BH Mr. Bernard Charnwut chan NVDR : underlying securities ordinary SHARE 28-02-20 39,300 127.00 4,991,100 Purchase BH Mr. Bernard Charnwut chan NVDR : underlying securities ordinary SHARE 02-03-20 23,500 130.50 3,066,750 Purchase BH Mr. Bernard Charnwut chan NVDR : underlying securities ordinary SHARE 02-03-20 15,200 129.50 1,968,400 Purchase CHG Mr. Manit Jeeradit Common Share 02-03-20 500,000 2.48 1,240,000 Sale CIG Mr. Aree Poomsanoh Common Share 28-02-20 238,100 0.18 42,858 Purchase CPN Miss Wallaya Chirathivat Common Share 27-02-20 15,000 54.00 810,000 Purchase CPN Miss Wallaya Chirathivat Common Share 27-02-20 5,000 54.25 271,250 Purchase CPN Miss Wallaya Chirathivat Common Share 27-02-20 5,000 54.50 272,500 Purchase CPN Miss Wallaya Chirathivat Common Share 27-02-20 2,500 54.75 136,875 Purchase CPN Miss Wallaya Chirathivat Common Share 27-02-20 10,000 55.00 550,000 Purchase CPT Miss Haruthai Limprasert Common Share 02-03-20 350,000 0.59 206,500 Purchase EA Mr. Amorn Sapthaweekul Common Share 28-02-20 300,000 38.81 11,643,000 Purchase EKH Mr. Amnuay Oerareemitr Common Share 02-03-20 2,000,000 4.72 9,440,000 Purchase EKH Mr. Amnuay Oerareemitr Common Share 02-03-20 50,000 4.48 224,000 Purchase EKH Mr. Kaweechai Lertassavarat Common Share 28-02-20 65,000 4.94 321,100 Purchase EKH Mr. Suthipong Tangsajjapoj Common Share 28-02-20 140,000 4.95 693,000 Purchase EKH Mr. Suthipong Tangsajjapoj Common Share 02-03-20 105,000 4.58 480,900 Purchase EKH Mr. Worapol Wiriyakulapong Common Share 28-02-20 10,000 5.00 50,000 Purchase EKH Mrs. Orasa Tangsajjapoj Common Share 28-02-20 100,000 4.95 495,000 Purchase EKH Mrs. Orasa Tangsajjapoj Common Share 02-03-20 150,000 4.55 682,500 Purchase EKH Mrs. Pichamonch Patanapoonyapirom Common Share 28-02-20 20,000 5.15 103,000 Purchase EPG Mr. Chalieo Vitoorapakorn Common Share 02-03-20 950,000 4.02 3,819,000 Purchase GPI Mr. Peeraphong Eamlumnow Common Share 28-02-20 44,200 1.62 71,604 Purchase GREEN Mr. Pipat Viriyamettakul Common Share 27-02-20 73,100 0.67 48,977 Purchase GREEN Mr. Pipat Viriyamettakul Common Share 28-02-20 125,500 0.67 84,085 Purchase IHL Mr. Ongart Thumrongsakunvong Common Share 27-02-20 200 3.15 630 Purchase IHL Mr. Ongart Thumrongsakunvong Common Share 28-02-20 1,356,700 3.09 4,192,203 Purchase IMH Miss Poramaporn Pavarojkit Common Share 02-03-20 12,000 2.20 26,400 Purchase IMH Mr. Sittiwat Kamkatwong Common Share 02-03-20 51,100 2.20 112,420 Purchase IP Mr. Songwut Sakchalathorn Common Share 28-02-20 354,700 4.12 1,461,364 Purchase IP Mr. Songwut Sakchalathorn Common Share 02-03-20 554,100 4.34 2,404,794 Purchase KAMART Mr. Wongwiwat Theekhakhirikul Common Share 28-02-20 50,000 3.90 195,000 Purchase KAMART Mr. Wongwiwat Theekhakhirikul Common Share 28-02-20 50,000 3.24 162,000 Purchase L&E Mrs. Napaporn Vimonanupong Common Share 28-02-20 50,000 1.93 96,500 Purchase LH Mr. Watcharin Kasinrerk Common Share 28-02-20 50,000 8.35 417,500 Purchase LPH Mr. Pramote Poonapanont Common Share 27-02-20 20,000 4.42 88,400 Purchase MBK Mr. Somphol Tripopnart Common Share 28-02-20 30,000 17.80 534,000 Purchase MBK Mr. Suvait Theeravachirakul Common Share 28-02-20 15,000 17.80 267,000 Purchase MBK Mrs. Chaninchorn Predeeprompan Common Share 28-02-20 10,000 18.20 182,000 Purchase NDR Mr. Chaiyasit Samrittivanicha Common Share 02-03-20 28,800 1.03 29,664 Purchase NER Mr. Chuwit Jungtanasomboon Common Share 02-03-20 205,400 2.10 431,340 Purchase NER Mr. Chuwit Jungtanasomboon Common Share 02-03-20 1,000,000 2.12 2,120,000 Purchase NER Mr. Chuwit Jungtanasomboon Common Share 02-03-20 1,000,000 2.08 2,080,000 Purchase ORI Mrs. Arada Jaroon-ek Common Share 02-03-20 100,000 5.05 505,000 Purchase ORI Mrs. Arada Jaroon-ek Common Share 02-03-20 100,000 5.10 510,000 Purchase PIMO Mr. Wasun Itthirojanakul Common Share 02-03-20 500,000 0.96 480,000 Purchase PLAT Mr. Surachai Chotjurangkool Common Share 27-02-20 300,000 3.00 900,000 Purchase PLAT Mr. Surachai Chotjurangkool Common Share 28-02-20 350,000 2.95 1,032,500 Purchase PLAT Mr. Surachai Chotjurangkool Common Share 02-03-20 350,000 2.85 997,500 Purchase PRINC Doctor Achara Ratanaphunsri Common Share 28-02-20 15,000 3.73 55,950 Purchase PRINC Doctor Achara Ratanaphunsri Common Share 02-03-20 20,000 3.72 74,400 Purchase PSTC Doctor Pranai Kungwalrut Common Share 02-03-20 950,000 0.35 332,500 Sale PSTC Doctor Pranai Kungwalrut Common Share 02-03-20 173,048,000 0.35 60,566,800 Sale PSTC Doctor Pranai Kungwalrut Common Share 02-03-20 78,786,800 0.35 27,575,380 Sale PSTC Mr. Panu Seetisarn Common Share 02-03-20 144,000,000 0.35 50,400,000 Sale PSTC Mr. Panu Seetisarn Common Share 02-03-20 10,000,000 0.36 3,600,000 Sale PSTC Mr. Panu Seetisarn Common Share 02-03-20 22,500,000 0.36 8,100,000 Sale PSTC Mr. Panu Seetisarn Common Share 02-03-20 36,971,400 0.35 12,939,990 Sale RAM Mr. Aurchat Kanjanapitak Common Share 28-02-20 150,000 21.72 3,258,000 Purchase RJH Mr. Aurchat Kanjanapitak Common Share 28-02-20 192,700 22.99 4,430,173 Purchase RML Mr ADRIAN LEE CHYE CHENG Common Share 28-02-20 30,000 0.65 19,500 Purchase RS Mr. Surachai Chetchotisak Common Share 28-02-20 100,000 10.30 1,030,000 Purchase S11 Mr. Wanchai Boontham Common Share 02-03-20 7,000 6.35 44,450 Purchase SALEE Mr. Sathit Tatawatorn Common Share 28-02-20 48,700 0.77 37,499 Purchase SELIC Mr. Ek Suwatthanaphim Common Share 02-03-20 131,400 1.83 240,462 Purchase SELIC Mr. Pornpat Kijareon Common Share 28-02-20 50,000 2.00 100,000 Purchase SLP Mr. Sathit Tatawatorn Common Share 28-02-20 30,000 0.43 12,900 Purchase SMIT Miss Prangtip Sivaruk Common Share 28-02-20 20,200 3.60 72,720 Purchase SUSCO Mr. Mongkol Simaroj Common Share 28-02-20 100,000 2.41 241,000 Purchase SUSCO Mr. Mongkol Simaroj Common Share 02-03-20 100,000 2.35 235,000 Purchase SUSCO Mr. Pimuk Simaroj Common Share 28-02-20 50,000 2.40 120,000 Purchase SUSCO Mr. Pradit Tawornmuntkitkarn Common Share 28-02-20 10,000 2.38 23,800 Purchase SUTHA Mr. Somchai Jaturanont Common Share 28-02-20 30,000 1.67 50,100 Purchase TFG Mr. Winai Teawsomboonkij Common Share 27-02-20 93,200,000 3.38 315,016,000 Sale TFG Mr. Winai Teawsomboonkij Common Share 27-02-20 40,000,000 3.38 135,200,000 Sale TKN Mr. Itthipat Peeradechapan Common Share 02-03-20 850,000 7.36 6,256,000 Purchase TKN Mr. Prayut Apisitsareekul Common Share 28-02-20 60,000 8.00 480,000 Purchase TMILL Mr. Pricha Attavipach Common Share 02-03-20 1,000 2.60 2,600 Purchase TMILL Mr. Pricha Attavipach Common Share 02-03-20 12,000 2.62 31,440 Purchase TNR Miss Sirinan Dararattanarojna Common Share 28-02-20 13,800 5.93 81,834 Purchase TNR Miss Sirinan Dararattanarojna Common Share 02-03-20 15,000 5.65 84,750 Purchase TOG Mr. Torn Pracharktam Common Share 28-02-20 3,600 4.58 16,488 Purchase TWPC Mr. Ren hua Ho Common Share 27-02-20 9,500 3.43 32,585 Purchase TWPC Mr. Ren hua Ho NVDR : underlying securities ordinary SHARE 27-02-20 50,000 3.40 170,000 Purchase Total Purchase 87,205,175 Sale 681,580,670 Net (594,375,495)
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Sawasdee SET
2. 12-month cumulative net buy/sell for SCBS-covered stocks with activity as of last close ACE BDMS
140,000 ('000 Shares) (Bt/Share) 6.0 0 27.0 (2,000) ('000 shares) (Bt/share) 26.5 120,000 5.0 (4,000) 26.0 100,000 4.0 (6,000) 25.5 80,000 Cumulative Net Buy / Sell (8,000) 25.0 Avg. Price 3.0 (10,000) 24.5 60,000 (12,000) 24.0 2.0 40,000 (14,000) 23.5 (16,000) Cumulative Net Buy (+)/Sell (-) 23.0 20,000 1.0 (18,000) Avg. Price 22.5
0 0.0 (20,000) 22.0
Jul-19
Jan-20
Oct-19
Apr-19
Jun-19
Jan-20
Feb-20
Sep-19
Mar-20
Dec-19
Feb-20
Nov-19
Aug-19
Dec-19 Nov-19 May-19
EPG RJH
9,000 8.0 100 ('000 Shares) 28 ('000 shares) (Bt/share) (Bt/Share) 8,000 7.5 0 27 (100) 7,000 7.0 26 (200) 6,000 6.5 (300) 25 5,000 6.0 (400) 24 4,000 5.5 (500) 23 3,000 5.0 (600) Cumulative Net Buy/Sell 22 2,000 4.5 (700) Cumulative Net Buy / Sell 21 1,000 Avg. Price 4.0 (800) Avg. Price
0 3.5 (900) 20
Jul-19
Jul-19
Jan-20
Oct-19
Apr-19
Jun-19
Feb-20
Sep-19
Mar-19
Dec-19
Aug-19
Nov-19
Jan-20
Oct-19
Apr-19
Jun-19
May-19
Feb-20
Sep-19
Mar-20
Dec-19
Nov-19 Aug-19 May-19
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Corporate calendar March April Monday Tuesday Wednesday Thursday Friday 2 3 4 5 6 XD XD XD XD XD AMATAR Bt0.17 BCPG Bt0.16 BCP Bt0.3 AJ Bt0.23 AMA Bt0.2 BLAND Bt0.04 BKKCP Bt0.2 BOL Bt0.09 ASK Bt1.72 BRRGIF Bt0.11721 GAHREIT Bt0.3 CPI Bt0.071 CPNREIT Bt0.406 BIZ Bt0.25 BUI Bt0.25 TIF1 Bt0.16 DCC Bt0.027 ICN Bt0.1 BOFFICE Bt0.1961 CBG Bt1.2 TLHPF Bt0.37 MAKRO Bt0.56 IFS Bt0.235 FSMART Bt0.34 EGCO Bt3.25 TU Bt0.22 MIPF Bt0.42 KSL Bt0.05 GOLDPF Bt0.185 ERW Bt0.07 Last trading day SGP Bt0.25 PTT Bt1.1 GULF Bt1.3 JCT Bt4.2 SVI-W3 SUPEREIF Bt0.23038 RATCH Bt1.25 KPNPF Bt0.1065 SCI Bt0.02 XE RS Bt0.1 MJLF Bt0.175 STC Bt0.1 SVI-W3 1 : 1.5098 @Bt2.9408 SAT Bt1 PAP Bt0.27 SYNEX Bt0.32 PD SCCC Bt4 PHOL Bt0.1 TCCC Bt1.1 CPNCG Bt0.2005 SPF Bt0.3 SPRC Bt0.0625 TIGER Bt0.18 DIF Bt0.261 THANI Bt0.16 SVH Bt10 TNP Bt0.03 POPF Bt0.2569 TITLE Bt0.0055555556 UOBKH Bt0.007 PPF Bt0.2107 TITLE 10 : 1 XD(ST) UTP Bt0.67 SIRIP Bt0.15 TPRIME Bt0.1443 WHART Bt0.0794 Share listing XR PD BJC 1,700 Shares T 10 : 1 @Bt0.03 VGI Bt0.045 GSTEEL 22,078,584,468 Shares PD JASIF Bt0.2 MC Bt0.35 9 10 11 12 13 XD XD XD XD XD AYUD Bt0.75 AMANAH Bt0.011111111111 BA Bt0.1 BGRIM Bt0.22 BH Bt2.05 BROCK Bt0.02 AMANAH 10 : 1 XD(ST) BDMS Bt0.3 GLOBAL Bt0.2052910053 BH-P Bt2.05 DREIT Bt0.0294 ASN Bt0.0111111111 CSC Bt3.9 GLOBAL 21 : 1 XD(ST) LALIN Bt0.21 DRT Bt0.2 ASN 5 : 1 XD(ST) CSC-P Bt5.4 XO Bt0.05 MCS Bt0.4 GFPT Bt0.2 FN Bt0.0037 DOHOME Bt0.018518518519 PD PDG Bt0.1 HANA Bt0.65 FORTH Bt0.3 DOHOME 6 : 1 XD(ST) GLANDRT Bt0.2078 PSTC Bt0.01 KIAT Bt0.03 MGT Bt0.04 KBS Bt0.06 GLANDRT Bt3.904 RJH Bt0.5 MEGA Bt0.41 MTI Bt2.9 LIT Bt0.24 IMPACT Bt0.3 SIRI Bt0.06 NKI Bt1 SAAM Bt0.025 NSI Bt3.64 LHHOTEL Bt0.29 SPG Bt0.7 NKI 35 : 1 XD(ST) SAMART Bt0.15 NSI Bt1.56 LHPF Bt0.09 TIP Bt1.15 OTO Bt0.1 SAMTEL Bt0.32 OGC Bt0.57 LHSC Bt0.155 TVO Bt0.75 QLT Bt0.3 SE Bt0.05 PMTA Bt0.5 QHHR Bt0.198 UNIQ Bt0.27 SR Bt0.03 SMK Bt2.03 PSH Bt0.95 QHPF Bt0.243 TRUE Bt0.09 SRIPANWA Bt0.1131 SNP Bt0.5 PTG Bt0.5 PD TKN Bt0.15 SNP 50 : 1 XD(ST) SVOA Bt0.04 BLAND Bt0.04 TTW Bt0.3 TFG Bt0.055 SVOA-PA Bt0.04 BTSGIF Bt0.181 WORK Bt0.3 TMD Bt0.55 FUTUREPF Bt0.3616 TPIPL Bt0.03 GVREIT Bt0.2165 XW QHOP Bt0.12 TAPAC 2 : 1 PD FTREIT Bt0.167 PLANB Bt0.0618 16 17 18 19 20 XD XD PD XD XW AGE Bt0.09 CGH Bt0.0125 GAHREIT Bt0.3 2S Bt0.07 CIG 2 : 1 SEAOIL Bt0.01111 ZIGA Bt0.039 TIF1 Bt0.16 CHARAN Bt0.5 PD SEAOIL 10 : 1 XD(ST) TLHPF Bt0.37 EA Bt0.3 AMATAR Bt0.17 SPCG Bt0.72 MACO Bt0.016 KSL Bt0.05 UKEM Bt0.0162 NTV Bt1.58 PICO Bt0.25 PD SANKO Bt0.05 PICO-P1 Bt0.25 BOFFICE Bt0.1961 TBSP Bt0.45 CPTGF Bt0.211 TKS Bt0.4 EGATIF Bt0.19 PD TFFIF Bt0.1163 BKKCP Bt0.2 TTLPF Bt0.4 MIPF Bt0.42 SUPEREIF Bt0.23038 23 24 25 26 27 PD PD XD TPRIME Bt0.1443 TAPAC Bt0.06 BAT-3K Bt1 XE THE-W2 4 : 1 @Bt3.5 30 31 PD XD HREIT Bt0.1987 CPN Bt1.3 SF Bt0.22 PD
HREIT Bt0.1987
XD - Cash Dividend XR - Rights for Common XE - Warrant Exercise XD(ST) - Stock Dividend XW - Rights for Warrant CW - Capital write-down PD – Payment Date XT - Rights for Transferable Subscription Right SP - Suspension
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This document is prepared by SCB Securities Company Limited (“SCBS”) which is wholly-owned by The Siam Commercial Bank Public Company Limited (“SCB”). SCB Asset Management Company Limited (“SCBAM”) which is wholly-owned by The Siam Commercial Bank Public Company Limited (“SCB”). SCB has acted as Financial Advisor of Digital Telecommunications Infrastructure Fund. SCBAM has acted as Fund Manager of Digital Telecommunications Infrastructure Fund. Any opinions, news, research, analyses, prices, statements, forecasts, projections and/or other information contained in this document (the “Information”) is provided as general information purposes only, and shall not be construed as individualized recommendation of an offer to buy or sell or the solicitation of an offer to buy or sell any securities. SCBS and/or its directors, officers and employees shall not be liable for any direct, indirect, incidental, special or consequential loss or damage, resulting from the use of or reliance on the Information, including without limitation to, damages for loss of profits. The investors shall use the Information in association with other information and opinion, including their own judgment in making investment decision. The Information is obtained from sources believed to be reliable, and SCBS cannot guarantee the accuracy, completeness and/or correctness of the Information.
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Sawasdee SET
CG Rating 2019 Companies with CG Rating Companies with Excellent CG Scoring AAV, ADVANC, AIRA, AKP, AKR, AMA, AMATA, AMATAV, ANAN, AOT, AP, ARROW, BAFS, BANPU, BAY, BCP, BCPG, BOL, BRR, BTS, BTW, BWG, CFRESH, CHEWA, CHO, CK, CKP, CM, CNT, COL, COMAN, CPALL, CPF, CPI, CPN, CSS, DELTA, DEMCO, DRT, DTAC, DTC, EA, EASTW, ECF, EGCO, GBX, GC, GCAP, GEL, GFPT, GGC, GOLD, GPSC, GRAMMY, GUNKUL, HANA, HARN, HMPRO, ICC, ICHI, III, ILINK, INTUCH, IRPC, IVL, JKN, JSP, K, KBANK, KCE, KKP, KSL, KTB, KTC, KTIS, LH, LHFG, LIT, LPN, MAKRO, MALEE, MBK, MBKET, MC, MCOT, MFEC, MINT, MONO*, MTC, NCH, NCL, NKI, NSI, NVD, NYT, OISHI, OTO, PAP, PCSGH, PDJ, PG, PHOL, PJW, PLANB, PLANET, PORT, PPS, PR9, PREB, PRG, PRM, PSH, PSL, PTG, PTT, PTTEP, PTTGC, PYLON, Q-CON, QH, QTC, RATCH, ROBINS, RS, S, S & J, SABINA, SAMART, SAMTEL, SAT, SC, SCB, SCC, SCCC, SCN, SDC, SEAFCO, SEAOIL, SE-ED, SELIC, SENA, SIS, SITHAI, SNC, SORKON, SPALI, SPI, SPRC, SSSC, STA, STEC, SVI, SYNTEC, TASCO, TCAP, THAI, THANA, THANI, THCOM, THIP, THREL, TIP, TISCO, TK, TKT, TMB, TMILL, TNDT, TOA, TOP, TRC, TRU, TRUE, TSC, TSR, TSTH, TTA, TTCL, TTW, TU, TVD, TVO, U, UAC, UV, VGI, VIH, WACOAL, WAVE, WHA, WHAUP, WICE, WINNER Companies with Very Good CG Scoring 2S, ABM, ADB, AF, AGE, AH, AHC, AIT, ALLA, ALT, AMANAH, AMARIN, APCO, APCS, AQUA, ARIP, ASAP, ASIA, ASIAN, ASIMAR, ASK, ASN, ASP, ATP30, AUCT, AYUD, B, BA, BBL, BDMS, BEC, BEM, BFIT, BGC, BGRIM, BIZ, BJC, BJCHI, BLA, BPP, BROOK, CBG, CEN, CENTEL, CGH, CHG, CHOTI, CHOW, CI, CIMBT, CNS, COLOR, COM7, COTTO, CRD, CSC, CSP, DCC, DCON, DDD, DOD, EASON, ECL, EE, EPG, ERW, ESTAR, ETE, FLOYD, FN, FNS, FORTH, FPI, FPT, FSMART, FSS, FVC, GENCO, GJS, GL, GLOBAL, GLOW, GULF, HPT, HTC, HYDRO, ICN, IFS, INET, INSURE, IRC, IRCP, IT, ITD*, ITEL, J, JAS*, JCK, JCKH, JMART, JMT, JWD, KBS, KCAR, KGI, KIAT, KOOL, KWC, KWM, L&E, LALIN, LANNA, LDC, LHK, LOXLEY, LRH, LST, M, MACO, MAJOR, MBAX, MEGA, METCO, MFC, MK, MODERN, MOONG, MPG, MSC, MTI, NEP, NETBAY, NEX, NINE, NOBLE, NOK, NTV, NWR, OCC, OGC, ORI, OSP, PATO, PB, PDG, PDI, PL, PLAT, PM, PPP, PRECHA, PRIN, PRINC, PSTC, PT, QLT, RCL, RICHY, RML, RWI, S11, SAAM, SALEE, SAMCO, SANKO, SAPPE, SAWAD, SCG, SCI, SCP, SE, SFP, SIAM, SINGER, SIRI, SKE, SKR, SKY, SMIT, SMK, SMPC, SMT, SNP, SONIC, SPA, SPC, SPCG, SPVI, SR, SRICHA, SSC, SSF, SST, STANLY, STPI, SUC, SUN, SUSCO, SUTHA, SWC, SYMC, SYNEX, T, TACC, TAE, TAKUNI, TBSP, TCC, TCMC, TEAM, TEAMG, TFG, TFMAMA, THG, THRE, TIPCO, TITLE, TIW, TKN, TKS, TM, TMC, TMD, TMI, TMT, TNITY, TNL, TNP, TNR, TOG, TPA, TPAC, TPBI, TPCORP, TPOLY, TRITN, TRT, TSE, TSTE, TVI, TVT, TWP, TWPC, UBIS, UEC, UMI, UOBKH, UP, UPF, UPOIC, UT, UWC, VNT, WIIK, XO, YUASA, ZEN, ZMICO Companies with Good CG Scoring A, ABICO, ACAP*, AEC, AEONTS, AJ, ALUCON, AMC, APURE, AS, ASEFA, AU, B52, BCH, BEAUTY, BGT, BH, BIG, BLAND, BM, BR, BROCK, BSBM, BSM, BTNC, CCET, CCP, CGD, CHARAN, CHAYO, CITY, CMAN, CMC, CMO, CMR, CPL, CPT, CSR, CTW, CWT, D, DIMET, EKH, EMC, EPCO, ESSO, FE, FTE, GIFT, GLAND, GLOCON, GPI, GREEN, GTB, GYT, HTECH, HUMAN, IHL, INGRS, INOX, JTS, JUBILE, KASET, KCM, KKC, KWG, KYE, LEE, LPH, MATCH, MATI, M-CHAI, MCS, MDX, META, MGT, MJD, MM, MVP, NC, NDR, NER, NNCL, NPK, NUSA, OCEAN, PAF, PF, PICO, PIMO, PK, PLE, PMTA, POST, PPM, PROUD, PTL, RCI, RJH, ROJNA, RPC, RPH, SF, SGF, SGP, SKN, SLP, SMART, SOLAR, SPG, SQ, SSP, STI, SUPER, SVOA, TCCC, THE, THMUI, TIC, TIGER, TNH, TOPP, TPCH, TPIPP, TPLAS, TQM, TTI, TYCN, UTP, VCOM, VIBHA, VPO, WIN, WORK, WP, WPH, ZIGA Corporate Governance Report The material contained in this publication is for general information only and is not intended as advice on any of the matters discussed herein. Readers and others should perform their own independent analysis as to the accuracy or completeness or legality of such information. The Thai Institute of Directors, its officers, the authors and editor make no representation or warranty as to the accuracy, completeness or legality of any of the information contained herein. By accepting this document, each recipient agrees that the Thai Institute of Directors Association, its officers, the authors and editor shall not have any liability for any information contained in, or for any omission from, this publication. The survey result is as of the date appearing in the Corporate Governance Report of Thai Listed Companies. As a result, the survey result may be changed after that date. SCB Securities Company Limited does not conform nor certify the accuracy of such survey result. To recognize well performers, the list of companies attaining “Good”, “Very Good” and “Excellent” levels of recognition (Not including listed companies qualified in the "no announcement of the results" clause from 1 January 2018 to 25 October 2019) is publicized. * บริษัทหรือกรรมการหรือผู้บริหารของบริษัททีมีข่าวด้านการกากับดูแลกิจการ เช่น การกระทาผิดเกี่ ยวกับหลักทรัพย์ การทุจริต คอร์รัปชัน เป็นต้น ซึงการใช้ข้อมูล CGR ควรตระหนักถึงข่าวดังกล่าวประกอบด้วย
Anti-corruption Progress Indicator Certified (ได้รับการรับรอง) ADVANC, AIE, AKP, AMANAH, AP, APCS, AQUA, ARROW, ASK, ASP, AYUD, BAFS, BANPU, BAY, BBL, BCH, BCP, BCPG, BGRIM, BJCHI, BKI, BLA, BROOK, BRR, BSBM, BTS, BWG, CEN, CENTEL, CFRESH, CGH, CHEWA, CIG, CIMBT, CM, CNS, COM7, CPALL, CPF, CPI, CPN, CSC, DCC, DEMCO, DIMET, DRT, DTAC, DTC, EASTW, ECL, EGCO, FE, FNS, FSS, GBX, GC, GCAP, GEL, GFPT, GGC, GJS, GOLD, GPSC, GSTEEL, GUNKUL, HANA, HARN, HMPRO, HTC, ICC, IFS, INET, INSURE, INTUCH, IRPC, IVL, K, KASET, KBANK, KBS, KCAR, KCE, KGI, KKP, KSL, KTB, KTC, KWC, L&E, LANNA, LHK, LPN, LRH, M, MAKRO, MALEE, MBAX, MBK, MBKET, MC, MCOT, MFC, MINT, MONO, MOONG, MSC, MTI, NBC, NINE, NKI, NMG, NNCL, NSI, OCC, OCEAN, OGC, PAP, PATO, PB, PCSGH, PDG, PDI, PDJ, PE, PG, PHOL, PL, PLANB, PLANET, PLAT, PM, PPP, PPS, PREB, PRG, PRINC, PSH, PSTC, PT, PTG, PTT, PTTEP, PTTGC, PYLON, Q-CON, QH, QLT, QTC, RATCH, RML, ROBINS, S & J, SABINA, SAT, SC, SCB, SCC, SCCC, SCG, SCN, SE-ED, SELIC, SENA, SGP, SIRI, SIS, SITHAI, SMIT, SMK, SMPC, SNC, SNP, SORKON, SPACK, SPC, SPI, SPRC, SRICHA, SSF, SSI, SSSC, SST, STA, SUSCO, SVI, SYNTEC, TASCO, TCAP, TFG, TFI, TFMAMA, THANI, THCOM, THIP, THRE, THREL, TIP, TIPCO, TISCO, TKT, TMB, TMD, TMILL, TMT, TNITY, TNL, TNP, TNR, TOG, TOP, TPA, TPCORP, TRU, TRUE, TSC, TSTH, TTCL, TU, TVD, TVI, TWPC, U, UBIS, UEC, UKEM, UOBKH, VGI, VIH, VNT, WACOAL, WHA, WICE, WIIK Declared (ประกาศเจตนารมณ์) 2S, ABICO, AF, AI, AIRA, ALT, AMA, AMARIN, AMATA, ANAN, B, BM, BPP, BUI, CHG, CHO, CHOTI, CHOW, CI, CMC, COL, DDD, DELTA, EFORL, EPCO, ESTAR, ETE, FPI, FTE, ICHI, INOX, IRC, ITEL, JAS, JSP, JTS, KWG, LDC, LIT, META, MFEC, MPG, NEP, NOK, NWR, ORI, PRM, PSL, ROJNA, RWI, SAAM, SAPPE, SCI, SEAOIL, SHANG, SKR, SPALI, STANLY, SYNEX, TAE, TAKUNI, TMC, TOPP, TPP, TRITN, TVO, UV, UWC, WHAUP, XO N/A 7UP, A, A5, AAV, ABM, ACAP, ACC, ACE, ACG, ADB, AEC, AEONTS, AFC, AGE, AH, AHC, AIT, AJ, AJA, AKR, ALL, ALLA, ALUCON, AMATAV, AMC, AOT, APCO, APEX, APP, APURE, AQ, ARIN, ARIP, AS, ASAP, ASEFA, ASIA, ASIAN, ASIMAR, ASN, ATP30, AU, AUCT, AWC, B52, BA, BAM, BAT-3K, BC, BCT, BDMS, BEAUTY, BEC, BEM, BFIT, BGC, BGT, BH, BIG, BIZ, BJC, BKD, BLAND, BLISS, BOL, BR, BROCK, BSM, BTNC, BTW, CAZ, CBG, CCET, CCP, CGD, CHARAN, CHAYO, CHUO, CITY, CK, CKP, CMAN, CMO, CMR, CNT, COLOR, COMAN, COTTO, CPH, CPL, CPR, CPT, CPW, CRANE, CRC, CRD, CSP, CSR, CSS, CTW, CWT, D, DCON, DCORP, DOD, DOHOME, DTCI, EA, EASON, ECF, EE, EIC, EKH, EMC, EPG, ERW, ESSO, EVER, F&D, FANCY, FLOYD, FMT, FN, FORTH, FPT, FSMART, FVC, GENCO, GIFT, GL, GLAND, GLOBAL, GLOCON, GPI, GRAMMY, GRAND, GREEN, GSC, GTB, GULF, GYT, HFT, HPT, HTECH, HUMAN, HYDRO, ICN, IFEC, IHL, III, ILINK, ILM, IMH, INGRS, INSET, IP, IRCP, IT, ITD, J, JCK, JCKH, JCT, JKN, JMART, JMT, JUBILE, JUTHA, JWD, KAMART, KC, KCM, KDH, KIAT, KKC, KOOL, KTECH, KTIS, KUMWEL, KUN, KWM, KYE, LALIN, LEE, LH, LHFG, LOXLEY, LPH, LST, MACO, MAJOR, MANRIN, MATCH, MATI, MAX, M-CHAI, MCS, MDX, MEGA, METCO, MGT, MIDA, MILL, MITSIB, MJD, MK, ML, MM, MODERN, MORE, MPIC, MTC, MVP, NC, NCH, NCL, NDR, NER, NETBAY, NEW, NEWS, NEX, NFC, NOBLE, NPK, NTV, NUSA, NVD, NYT, OHTL, OISHI, OSP, OTO, PACE, PAE, PAF, PERM, PF, PICO, PIMO, PJW, PK, PLE, PMTA, POLAR, POMPUI, PORT, POST, PPM, PPPM, PR9, PRAKIT, PRECHA, PRIME, PRIN, PRO, PROUD, PTL, RAM, RBF, RCI, RCL, RICH, RICHY, RJH, ROCK, ROH, RP, RPC, RPH, RS, RSP, S, S11, SAFARI, SALEE, SAM, SAMART, SAMCO, SAMTEL, SANKO, SAUCE, SAWAD, SAWANG, SCP, SDC, SE, SEAFCO, SEG, SF, SFLEX, SFP, SGF, SHR, SIAM, SIMAT, SINGER, SISB, SKE, SKN, SKY, SLP, SMART, SMT, SOLAR, SONIC, SPA, SPCG, SPG, SPORT, SPVI, SQ, SR, SSC, SSP, STAR, STARK, STC, STEC, STHAI, STI, STPI, SUC, SUN, SUPER, SUTHA, SVH, SVOA, SWC, SYMC, T, TACC, TAPAC, TBSP, TC, TCC, TCCC, TCJ, TCMC, TCOAT, TEAM, TEAMG, TGPRO, TH, THAI, THANA, THE, THG, THL, THMUI, TIGER, TITLE, TIW, TK, TKN, TKS, TM, TMI, TMW, TNDT, TNH, TNPC, TOA, TPAC, TPBI, TPCH, TPIPL, TPIPP, TPLAS, TPOLY, TPS, TQM, TR, TRC, TRT, TRUBB, TSE, TSF, TSI, TSR, TSTE, TTA, TTI, TTT, TTW, TVT, TWP, TWZ, TYCN, UAC, UMI, UMS, UNIQ, UP, UPA, UPF, UPOIC, UREKA, UT, UTP, UVAN, VARO, VCOM, VI, VIBHA, VL, VNG, VPO, VRANDA, WAVE, WG, WIN, WINNER, WORK, WORLD, WP, WPH, WR, YCI, YGG, ZIGA, ZMICO Explanations Companies participating in Thailand's Private Sector Collective Action Coalition Against Corruption programme (Thai CAC) under Thai Institute of Directors (as of November 30, 2018) are categorised into: companies that have declared their intention to join CAC, and companies certified by CAC.
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