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Daily View - T
กรอบ SET: 1,320 - 1,340 จุด ปั จ จั ย ภายในประเทศยั ง คงถู ก กดดั น จากปั จจั ย ด ้านการเมือ ง นั ก ลงทุ น
ต่างชาติยังคงขายสุทธิหุ ้นไทยเมือ ่ วานนี้ 3.18 พันล ้านบาท ตัง้ แต่ต ้นเดือน
ECB ลดอัตราดอกเบีย ้ 0.25% ตามคาด หุ ้นสหรัฐ MTD 5.55 พันล ้านลาท ตัง้ แต่ต ้นปี YTD 8.77 หมืน ่ ล ้าบาท
ทรงตั ว หลั ง ผู ข
้ อรั บ สวั ส ดิ ก ารว่ า งงานเพิ่ม ขึ้ น
8,000 ราย คลั งผุด สลากเกษี ย ณ คาด SET วัน นี้ กลยุทธ์ก ารลงทุน ให ้เล่นหุ ้น “Global play” หลีก เลีย่ งหุ ้น “Domestic
เคลือ
่ นไหวในกรอบ 1,320-1,340 หุ ้นแนะนา MTC play” ภาคใต ้ปั จจัยด ้านการเมืองภายในประเทศทีก ่ ดดันตลาดหุ ้น แนะนา
KCE หุ ้นส่งออก กลุ่มเซมิคอนดักเตอร์อย่าง KCE และหุ ้นกลุ่ม Finance ทีน่ ่าจะ
ได ้ประโยชน์จากแนวโน ้มอัตราดอกเบีย ้ โลกทีล
่ ดลงอย่าง MTC
(ต่อ P.2)
้ ฐาน 52 บาท
KCE : ราคาพืน
คาด KCE ได ้ประโยชน์จากค่าเงินบาททีย ่ ังคงอ่อนค่าระดับ 36.3-36.5
บาทต่อดอลล่าร์ รวมถึงหุ ้นอุตสาหกรรมเซมิคอนดักเตอร์โลกฟื้ นตัวขึน ้ รับ
Price DoD YTD ความต ้องการชิปทีแ่ ข็งแกร่ง บริษัทรายงาน กาไรปกติไตรมาส 1/67 อยู่
ที่ 421 ลบ. เพิม
่ ขึน
้ 34% YoY แต่ลดลง 9% QoQ บริษัทฯ ยังคงเป้ า
SET 1328.41 -0.7% -6.2% การเติบโตของรายได ้ปี 2567 ที่ 4-7% YoY แต่เพิม ่ เป้ าอัตรากาไรขัน
้ ต ้น
DJI 38886.17 0.2% 3.1% (GPM) จาก 24% เป็ น 25-26% หลั ง มองผลกระทบเชิง บวกของ
โครงการลดต ้นทุน ซึง่ คาดว่าจะสามารถช่วยกระตุ ้น GPM ได ้ในช่วงครึง่
S&P 500 5352.96 0.0% 11.9% หลังของปี 2567
ั ยอดพฤติการ
พิชย สรพล วีระเมธีกล
ุ
Pichai.y@kasikornsecurities.com Sorrabhol.V@kasikornsecurities.com
June 7, 2024
1. ECB ประกาศลดอัตราดอกเบีย ้ ครัง้ แรกในรอบ 5 ปี จากจุดสูงสุดที่ 4% ลดลงเหลือ 3.75% (Deposit rate) คริสติน ลาการ์ด ประธาน
ECB กล่าวว่าแนวโน ้มอัตราเงินเฟ้ อดีขน ึ้ "อย่างเห็นได ้ชัด" ซึง่ ปูทางไปสูก่ ารปรับลดอัตราดอกเบีย ้ อย่างไรก็ตาม เธอเตือนว่าอัตราเงิน
เฟ้ อมีแนวโน ้มทีจ
่ ะยังคงสูงกว่าเป้ าหมาย 2% ของธนาคาร “ในปี หน ้า” โดยเฉลีย ่ 2.5% ในปี 2567 และ 2.2% ในปี 2568 และ ECB
จะคงนโยบายอัตราดอกเบีย ้ “เข ้มงวดเพียงพอให ้นานเท่าทีจ ่ ลดอัตราเงินเฟ้ อลงสูเ่ ป้ าหมาย 2% ของธนาคาร เธอกล่าว
่ าเป็ น" เพือ
2. จานวนผู ้ทีข
่ อรับสวัส ดิก ารว่างงานในสหรัฐ ฯ เพิม
่ ขึน
้ 8,000 คนเป็ น 229,000 คนในสัปดาห์ส น ิ้ สุดวันที่ 1 มิถุนายน ซึง่ สูงกว่าการ
คาดการณ์ของตลาดที่ 220,000 คน ซึง่ สอดคล ้องกับข ้อมูลก่อนหน ้านีท ้ ก
ี่ ารจ ้างงานภาคเอกชนและตาแหน่งงานว่างต่ากว่าคาดการณ์
ว ันศุกร์ ติดตามตัวเลขส่งออกของจีนเดือน พ.ค. เทียบกับก่อนหน ้าที่ +1.5% YoY และ ตัวเลขนาเข ้าของจีนเดือน พ.ค.
เทียบกับก่อนหน ้าที่ +8.4% YoY ต่อด ้วยตัวเลขเศรษฐกิจของสหรัฐทีร่ ายงาน การจ ้างงานนอกภาคการเกษตร (Nonfarm
payrolls) เดือน พ.ค. ตลาดคาดการณ์ท ี่ 1.80 แสนตาแหน่ ง เร่งตัวขึน ้ จากเดือนก่อนหน ้าที่ 1.75 แสนตาแหน่ง ต่อด ้วย
ตัวเลขอัตราการว่างงาน (Unemployment rate) เดือน พ.ค. ตลาดคาดการณ์ท ี่ 3.9% ทรงตัวจากเดือนก่อนหน ้า
*ข ้อมูลสามารถเปลีย
่ นแปลงได ้ตามข ้อมูลใหม่และแหล่งทีม
่ าทีแ
่ ตกต่างกัน
June 7, 2024
Daily Stats
Fund Flows
Foreign net Buy/Sell in regional markets (USDmn)
4-Jun-24 5-Jun-24 6-Jun-24 5 Days 30 Days YTD 2023
Thailand -61.28 -3.31 -87.40 -263.30 -555.43 -2,432.66 -5,507.13
Indonesia -2.80 -34.76 -36.44 -93.11 -636.84 -424.34 -353.28
Philippine -22.34 -10.80 0.63 -131.66 -171.26 -465.45 -863.33
India -1,466.30 -576.14 0.00 -956.73 -3,410.99 -3,979.82 21,426.51
Taiwan -528.47 -94.22 592.82 -958.29 1,880.28 2,719.86 6,932.92
S. Korea -73.08 469.51 0.00 -155.50 -947.21 13,933.27 10,705.28
Vietnam -5.17 1.54 -29.27 -98.87 -657.13 -1,456.91 -1,026.15
Total -2,159.44 -248.18 440.35 -2,657.46 -4,498.59 7,893.95 31,314.82
Source : Bloomberg
Trading Activities
SET (Btmn) Buy Sell Net 5 Days 30 Days YTD 2023
Institutions 5,019 3,894 1,124 3,118 5,181 1,546 81,111
Foreign Investors 23,514 26,699 -3,185 -11,020 -18,594 -87,709 -192,490
Local Investors 13,995 11,775 2,219 8,033 9,676 87,577 116,976
Proprietary Trading 3,013 3,171 -159 -132 3,737 -1,414 -5,597
SET50 Index Futures (# contracts) Long Short Net 5 Days 30 Days YTD 2023
Institutions 45,004 36,558 8,446 9,228 6,298 3,770 56,420
Foreign Investors 79,662 117,180 -37,518 -85,114 -115,541 -82,687 -243,096
Local Investors 111,572 82,500 29,072 75,886 109,243 78,917 186,676
Precious Metal Futures (# contracts) Long Short Net 5 Days 30 Days YTD 2023
Institutions 2,628 1,659 969 448 1,366 956 263
Foreign Investors 33,315 28,657 4,658 -62 372 1,151 2,259
Local Investors 17,990 23,617 -5,627 -386 -1,738 -2,107 -2,522
Single Stock Futures (# contracts) Long Short Net 5 Days 30 Days YTD 2023
Institutions 35,046 37,394 -2,348 -34,622 -100,322 -121,614 679,324
Foreign Investors 16,452 9,358 7,094 -9,065 -28,092 -35,903 370,574
Local Investors 42,351 47,097 -4,746 43,687 128,414 157,517 -1,049,898
Bond Trading
Bond Trading : Dealer-Client (Btmn)
4-Jun-24 5-Jun-24 6-Jun-24 5 Days 30 Days YTD 2023
Net Foreign * 993 2,528 -331 3,461 15,727 -32,224 10,930
Short term -1,215 598 0 -2,611 -2,705 -35,249 -34,641
Long term (TTM > 1Y) 2,208 1,930 -331 6,072 18,432 3,025 45,571
Net Asset Management ** 45,801 8,647 37,550 118,611 369,702 2,009,297 4,491,260
Short term 44,443 7,456 36,303 113,324 329,504 1,800,800 4,297,328
Long term (TTM > 1Y) 1,358 1,190 1,247 5,287 40,198 208,497 193,933
Total Outright Trading 94,299 72,822 117,826 357,022 1,441,516 7,678,453 15,817,778
Short term 77,415 25,907 97,165 254,067 989,702 5,151,916 11,532,538
Long term (TTM > 1Y) 16,884 46,916 20,662 102,955 451,813 2,526,536 4,285,239
Source : Thai BMA * Top 2 most active investors
Daily Stats
SABUY 0.38 0.04 8.28 22.28 64.64 STA 31.37 58.82 -17.83 18.21 -149.54
IVL -49.79 -261.66 -114.81 -17.90 -148.53
TFG 6.64 -2.88 -1.88 2.04 62.87
BANPU -8.71 -18.75 57.71 -189.32 -136.12
BGRIM -7.92 -25.66 -26.21 -46.58 60.76
OR -30.32 -403.32 -64.26 -78.62 -100.52
NEX 21.12 3.81 6.86 39.38 54.67
SCGP 4.03 -58.56 -51.73 -13.09 -98.60
WHA 100.57 49.56 -35.38 -15.56 31.54
CRC 26.61 -19.48 7.70 -27.87 -94.72
BA 14.17 40.05 42.54 -29.98 31.24
EA 120.61 39.40 9.84 14.47 -93.81
CBG 10.21 18.02 9.33 45.64 30.10
SCC -26.82 179.78 34.09 87.16 -92.94
KTC -29.83 152.68 -173.12 -195.45 28.48
PTTEP -79.76 371.40 -508.60 -73.59 -87.51
AMATA 11.28 13.80 -13.20 -19.20 23.33
KBANK -133.49 -507.87 -158.19 -147.45 -75.61
STGT 16.21 18.05 -6.23 1.22 20.23
BH -20.14 124.74 54.06 2.13 -64.45
RCL -2.61 -4.24 0.67 -1.16 18.68
CPN 41.00 -96.38 62.75 -25.45 -57.78
JAS 24.04 -9.10 -32.21 3.33 18.67
BCH -50.90 11.61 -19.48 -8.30 -45.96
PLANB 5.14 27.77 -27.95 2.33 17.29
MINT -231.61 -74.90 -113.97 -94.31 -43.06
TRUE 35.48 747.85 535.07 -103.10 17.15
Source: SET
Source: SET
Daily Stats
%Change 52 week
Current Index
1D 1W 1M 1Y YTD High Low
World Stock Index
Dow Jones 38,886.17 0.20% 2.03% 0.09% 13.66% 3.17% 40,003.59 32,417.59
S&P 500 5,352.96 -0.02% 2.24% 3.32% 22.52% 12.23% 5,354.03 4,117.37
Nasdaq 17,173.12 -0.09% 2.61% 5.04% 26.52% 14.40% 17,187.90 12,595.61
FTSE 100 8,285.34 0.47% 0.66% 0.87% 9.09% 7.14% 8,445.80 7,256.94
DAX 18,652.67 0.41% 0.84% 2.63% 14.92% 11.35% 18,869.36 14,687.41
CAC 8,040.12 0.42% 0.77% 0.54% 10.28% 6.59% 8,239.99 6,795.38
NIKKEI 38,703.51 0.55% 1.71% 1.22% 17.22% 15.66% 40,888.43 30,526.88
Hang Seng 18,476.80 0.28% 1.35% -0.55% -5.35% 8.38% 20,078.94 14,961.18
MSCI Ex. JP 689.12 1.00% 1.90% 1.85% 6.10% 7.39% 703.20 578.11
S&P Volatility (VIX Index) 12.58 -0.40% -13.06% -6.75% -13.89% 1.04% 21.71 11.86
Dow Jones Real Estate 334.59 0.19% 2.45% 2.97% 1.34% -5.33% 357.84 283.66
Dow Jones Financial Sector 875.30 -0.11% 0.61% 0.81% 20.95% 6.84% 897.86 677.81
Dow Jones Construction Material 1,644.62 -1.53% -2.23% -3.63% 29.73% 10.58% 1,731.66 1,160.16
Dow Jones Energy 749.10 0.51% -0.79% -3.10% 11.97% 7.59% 809.98 645.47
Dow Jones Technology 8,112.73 -0.30% 3.49% 7.55% 40.05% 22.43% 8,137.34 5,522.35
Dow Jones Health Care 1,538.36 0.28% 3.13% 2.94% 9.83% 6.36% 1,562.84 1,297.94
Dow Jones Consumer Services 1,667.18 0.77% 2.44% 0.35% 24.11% 10.76% 1,701.01 1,252.20
SET Indices
SET Index 1,328.41 -0.74% -1.71% -3.03% -14.98% -6.18% 1,576.67 1,328.41
SET 100 Index 1,803.92 -0.71% -1.73% -2.93% -14.49% -6.96% 2,153.99 1,803.92
SET 50 Index 817.15 -0.69% -1.59% -2.77% -13.74% -6.64% 966.69 816.80
MAI Index 367.27 -1.38% -3.39% -5.70% -26.92% -10.77% 502.58 367.27
Energy 18,545.93 -1.44% -3.11% -5.42% -13.64% -10.24% 22,550.22 18,545.93
Bank 357.11 -0.77% -1.84% -2.50% -10.25% -6.82% 412.87 357.11
Property 206.41 -1.55% -2.80% -8.40% -18.37% -11.08% 252.89 206.41
Transportation 304.48 -1.76% -3.27% -4.58% -13.24% 1.53% 352.85 290.45
Construction Materials 6,560.44 -1.21% -2.19% -5.66% -24.93% -16.03% 8,786.82 6,560.44
ICT 154.59 -0.94% -0.35% 0.52% -2.89% 3.64% 164.82 145.25
Electronic 9,389.22 3.93% 3.07% 8.84% -23.01% -13.31% 13,887.82 8,117.99
Commerce 29,079.67 -0.16% -0.44% -5.66% -20.03% -6.06% 36,362.06 28,766.27
Hospitality & Leisure 565.84 -0.71% -1.83% -5.04% -13.86% 0.59% 656.92 526.39
Fixed Income and FX
US 2-Y yield 4.72 0.04% -4.08% -2.20% 1.24% 11.16% 5.22 4.14
US 5-Y yield 4.30 0.12% -5.86% -4.18% 7.73% 11.75% 4.96 3.80
US 10-Y yield 4.29 0.27% -5.70% -4.47% 12.42% 10.52% 4.99 3.66
US Ted Spread 0.21 2.96% 4.88% 6.13% -41.30% -19.86% 0.36 0.16
Thai 2-Y yield 2.37 -0.08% -0.63% 1.16% 12.37% 1.30% 2.59 2.08
Thai 5-Y yield 2.52 -0.24% -0.43% -0.64% 9.85% 2.50% 2.94 2.19
Thai 10-Y yield 2.79 -0.40% -1.35% 1.49% 8.67% 3.53% 3.39 2.49
Thai TED Spread 0.35 0.05% -2.97% -12.05% 23.11% -35.83% 0.59 0.16
Dollar Index 104.10 -0.16% -0.59% -0.90% 0.74% 2.73% 107.00 99.77
French CDS USD SR 5Y 23.60 -0.06% -0.89% -4.07% -6.58% -3.04% 28.59 23.12
Ireland 5Yr USD CDS 18.04 -1.96% -6.26% -12.93% -21.67% -24.20% 28.27 18.04
Spain 5Yr USD CDS 29.78 0.00% 0.00% 0.00% 0.00% 0.00% 29.78 29.78
Italy 5Yr USD CDS 131.85 0.00% 0.00% 0.00% 0.00% 0.00% 131.85 131.85
German 5Yr USD CDS 8.08 0.42% -0.23% -19.32% -39.90% -51.25% 22.61 7.35
Thailand 5Yr CDS 42.68 -0.25% -1.67% 0.53% -19.05% 3.61% 68.93 40.69
Indonesia 5Yr CDS 71.67 -1.06% -1.60% 1.46% -14.46% -0.46% 103.02 67.85
Philippines 5Yr CDS 66.00 -0.87% -1.07% 4.80% -17.00% 3.15% 93.30 58.34
USD : EURO 1.09 0.19% 0.54% 1.12% 0.90% -1.40% 1.12 1.05
USD : POUND 0.91 0.00% 0.00% 0.00% 0.00% 0.00% 0.91 0.91
USD : Yen 155.61 -0.32% -0.77% 1.10% 10.98% 10.45% 158.33 138.05
USD : Yuan 7.25 -0.04% 0.17% 0.50% 1.11% 2.04% 7.34 7.10
Source : Bloomberg
Daily Stats
%Change 52 week
Current Index
1D 1W 1M 1Y YTD High Low
Current Price Related Stocks
Nymex Futures 1 M (USD/bbl) 75.55 2.00% -3.03% -3.73% 8.83% 5.44% 93.68 67.12 PTT, PTTEP
GRM (USD/bbl) 3.38 -22.48% 238.00% -3.43% -41.01% -49.63% 15.40 0.90 PTTGC,TOP,IRPC,BSRC, SPRC
Newcastle Coal Price (USD/tonne)* 140.71 0.00% -0.76% -2.69% 3.40% -4.23% 164.21 117.98 BANPU,LANNA,UMS
Baltic Dry Index (BDI) 1,869.00 0.92% 3.78% -0.37% 74.02% -10.74% 3,346.00 962.00 TTA , PSL, RCL, ASIM AR
Gold (USD/ounce) 2,376.06 0.88% 1.41% 2.24% 22.24% 15.18% 2,425.31 1,820.30
Thai Gold Bar (Bath/15.244 g) 41,000.00 0.74% -0.05% 1.46% 27.01% 20.94% 41,930.00 31,730.00
Near Month Gold Future (Baht) 40,650.00 0.62% 0.12% 1.12% 27.03% 21.16% 41,600.00 31,450.00
Silver (USD/ounce) 3,029.50 2.31% -3.87% 14.32% 25.24% 27.34% 3,201.00 2,105.50
Copper Spot (USD/MT) 10,036.51 2.35% 0.29% 2.52% 18.78% 18.58% 10,800.81 7,823.75
CRB Index 292.42 1.64% -0.20% 1.67% 12.12% 10.84% 300.23 256.94
Zinc (USD/tonne) 2,910.00 1.61% -5.26% 0.24% 22.19% 9.48% 3,139.50 2,283.50 PDI
Malaysian Palm Oil (MYR/tonne) 3,944.50 0.00% -0.83% 1.06% 15.62% 6.13% 4,534.50 3,356.50 TVO, UVAN, UPOIC
Sugar Price (US cent/lb) 19.22 0.47% 5.66% -1.33% -15.44% -5.83% 25.42 18.13 KBS,KSL, KTIS, BRR
Soybeans (USD/lb) 12.08 1.92% -0.39% -3.19% -14.77% -6.29% 15.44 11.37
Soybean Oil (USD/pound) 44.02 0.00% 1.31% 5.24% -22.89% -10.85% 74.25 41.83 TVO, UVAN, UPOIC
Soybean Meal (USD/short ton)* 386.35 0.00% 0.00% -0.04% -4.79% -11.15% 473.60 355.40
Wheat (USd/bu.) 639.50 -1.12% -6.09% 1.15% 0.51% 1.83% 760.25 519.50
Rubber (JPY/kg) 341.70 2.89% -1.30% 12.88% 62.33% 33.22% 354.20 194.80 STA, TRUBB
Broiler - farm gate price (Bt/kg) 42.00 0.00% 0.00% 0.00% -6.67% 2.44% 52.00 30.00 CPF,GFPT
Swine - farm gate price (Bt/kg) 66.00 0.00% -8.33% -8.33% -29.79% -7.14% 114.50 54.00 CPF
Ethylene -S.Korea, FOB (USD/tonne)* 830.00 0.00% 0.00% -1.78% 9.93% -2.35% 930.00 720.00
Propyene -S.Korea, FOB (USD/tonne)* 830.00 0.00% 0.61% 0.61% 12.16% 1.84% 830.00 705.00
HDPE -SE Asia, CFR (USD/tonne)* 1,030.00 0.00% 0.98% -0.96% 4.04% 5.10% 1,050.00 970.00
PVC -SE Asia, CFR (USD/tonne)* 810.00 0.00% 0.00% 2.53% 1.25% 8.00% 910.00 750.00
Naptha C&F Japan (USD/tonne) 643.13 0.00% -5.73% -5.21% 18.90% -3.83% 731.75 511.00
Ethylene Spread (Olefin)* 186.88 0.00% 26.48% 12.24% -12.72% 3.10% 265.75 97.00 PTTGC
Propylene Spread (Olefin)* 186.88 0.00% 30.91% 27.56% -6.15% 27.78% 213.25 83.25 PTTGC
HDPE Spread (Olefin)* 386.88 0.00% 14.54% 7.02% -13.86% 24.30% 469.00 285.63 PTTGC, SCC
Hot Rolled Coil C&F Turkey (USD/tonne) 582.50 0.00% 0.00% 0.87% -1.27% -5.28% 620.00 550.00 SSI, GJS
Rebar (USD/tonne) 476.86 -0.40% -3.09% -2.79% -3.74% -16.18% 569.42 455.96 TSTH, BSBM
Slab East C&F Asia (USD/tonne) 545.00 0.00% 0.00% 0.93% -6.03% -3.54% 580.00 540.00 SSI
Note: *Weekly data
Source : Bloomberg, LSEG, SET Smart
Daily Stats
Director Trade
Director Trade
Transact ion St ock Types of Name of Management Transact ion Avg Price Amount Tot al Remark
Dat e Securit ies (Bt ) (shares) (Bt )
5-Jun-24 BKD Common Share Mrs. NUCHANART RATANASUWANAC Buy 1.32 46,600 61,512
6-Jun-24 BKI Common Share Mr. APISIT ANANTANATARAT Sell - 18,213 -
6-Jun-24 BKI Common Share Mr. CHAI SOPHONPANICH Sell - 2,643,380 -
6-Jun-24 BKI Common Share Mr. CHAI SOPHONPANICH Sell - 1,103,671 - Transacted by spouse/cohabiting couple
4-Jun-24 BLAND Common Share Mr. SUI HUNG KANJANAPAS Buy 0.57 100,000 57,000
5-Jun-24 BLAND Common Share Mr. SUI HUNG KANJANAPAS Buy 0.58 100,000 58,000
5-Jun-24 BT S Common Share Mr. KAVIN KANJANAPAS Buy 4.90 3,000,000 14,700,000
5-Jun-24 EP Common Share Mr. YUTH CHINSUPAKUL Buy 2.74 900 2,466
5-Jun-24 GUNKUL Common Share Mr. GUNKUL DHUMRONGPIYAWUT Buy 2.48 2,206,100 5,471,128
4-Jun-24 HT C Common Share Colonel PATCHARA RATTAKUL Sell 16.30 66,000 1,075,800
4-Jun-24 ILM Common Share Miss PAVARAVADEE WICHAIDIT Buy 20.35 224,900 4,576,715
5-Jun-24 JR Common Share Mr. JARUN WIWATJESADAWUT Buy 4.28 77,900 333,412
5-Jun-24 JR Common Share Mr. TEERANONT WIWATJESADAWUT Buy 4.30 11,000 47,300
5-Jun-24 JR Common Share Mr. TEERANONT WIWATJESADAWUT Buy 4.30 2,600 11,180 Transacted by spouse/cohabiting couple
6-Jun-24 KCE Common Share Mr. VIBOON SUNTHORNWIWATH Sell 42.00 10,000 420,000
5-Jun-24 KKP Common Share Mr. BANYONG PONGPANICH Buy 50.00 12,900 645,000
6-Jun-24 KKP Common Share Mr. BANYONG PONGPANICH Buy 49.71 87,100 4,329,741
5-Jun-24 LPH Common Share Mr. KULTHON NAKAPROM Sell 4.69 50,600 237,314
5-Jun-24 LPH Common Share Mr. PRAMOTE POONAPANONT Buy 4.70 49,700 233,590
4-Jun-24 LEO Common Share Mr. APICHART LEEISSARANUKUL Buy 4.96 200,000 992,000
5-Jun-24 LEO W arrant Mr. TEERACHAI CHEMNASIRI Sell 0.14 200,000 28,000
5-Jun-24 LOXLEY Common Share Mr. DHONGCHAI LAMSAM Buy 1.53 1,400,000 2,142,000 Transacted by spouse/cohabiting couple
5-Jun-24 MJD Common Share Mr. SURIYA POOLVORALAKS Buy 1.24 17,900 22,196
5-Jun-24 MGC Common Share Mr. SUNHAVUT THAMCHUANVIRIYA Buy 4.54 36,900 167,526
5-Jun-24 MOONG Common Share Mr. SONGTHAM PHIANPATTANAWIT Buy 2.16 7,000 15,120 Transacted by spouse/cohabiting couple
30-May-24 NUSA Common Share Mr. NUTTPASINT CHET-UDOMLAP Buy 0.32 1,467,600 469,632
31-May-24 NUSA Common Share Mr. NUTTPASINT CHET-UDOMLAP Buy 0.33 3,000,000 990,000
4-Jun-24 NUSA Common Share Mr. NUTTPASINT CHET-UDOMLAP Buy 0.32 10,500,000 3,360,000
5-Jun-24 NUSA Common Share Mr. NUTTPASINT CHET-UDOMLAP Buy 0.32 14,540,800 4,653,056
5-Jun-24 PANEL Common Share Mrs. Julia W petpaisit Buy 1.65 7,700 12,705
5-Jun-24 PG Common Share Mr. PIRANART CHOKWATANA Buy 8.95 3,000 26,850
5-Jun-24 PG Common Share Mrs. KITYAPORN CHAITHAVORNSATH Buy 8.95 111,500 997,925
5-Jun-24 SKN Common Share Mrs. KITIYA NIEBLER Buy 5.25 25,000 131,250 Transacted by spouse/cohabiting couple
5-Jun-24 SKN Common Share Mrs. KITIYA NIEBLER Buy 5.30 25,000 132,500 Transacted by spouse/cohabiting couple
4-Jun-24 SINO Common Share Mr. NANMANUS WITTHAYASAKPANT Buy 1.42 100,000 142,000
4-Jun-24 SINO Common Share Mr. NANMANUS WITTHAYASAKPANT Buy 1.43 50,000 71,500
5-Jun-24 T MILL Common Share Mr. PRAPAS CHUTIMAVORAPHAND Buy 3.69 93,100 343,539
31-May-24 T ACC Common Share Mr. CHATCHAWE VATANASUK Sell 4.98 500,000 2,490,000
4-Jun-24 T ACC Common Share Mr. CHATCHAWE VATANASUK Sell 4.98 300,000 1,494,000
4-Jun-24 T NR Common Share Mr. PATHOMPONG CHUPAYAK Buy 11.10 4,600 51,060
5-Jun-24 T PIPL Common Share Mr. PAKORN LEOPAIRUT Buy 1.36 910,300 1,238,008
5-Jun-24 T RIT N Common Share Miss LOUISE TAECHAUBOL Buy 0.13 1,000,000 130,000 Transacted by spouse/cohabiting couple
5-Jun-24 T ST E Common Share Mr. PRAPAS CHUTIMAVORAPHAND Buy 11.90 1,000 11,900
Source : www.sec.or.th
Daily Stats
Insider Trading
Change 1W (Btmn) Change 1M (Btmn) Change 3M (Btmn) Change 6M (Btmn) Change YTD (Btmn)
Daily Stats
Economic Calendar
Date Time Country Event Period Survey Actual Prior Revised
06/12/2024 14:05 Thailand BoT Benchmark Interest Rate Jun-12 2.50% -- 2.50% -
06/07/2024 10:30 Thailand CPI Core YoY May 0.39% -- 0.37% -
06/07/2024 10:30 Thailand CPI NSA MoM May 0.26% -- 0.85% -
06/07/2024 10:30 Thailand CPI YoY May 1.20% -- 0.19% -
06/13/2024 10:30 Thailand Consumer Confidence May -- -- 62.1 -
06/13/2024 10:30 Thailand Consumer Confidence Economic May -- -- 56 -
06/07/2024 14:30 Thailand Forward Contracts May-31 -- -- $27.9b -
06/14/2024 14:30 Thailand Forward Contracts Jun-07 -- -- -- -
06/07/2024 14:30 Thailand Gross International Reserves May-31 -- -- $225.1b -
06/14/2024 14:30 Thailand Gross International Reserves Jun-07 -- -- -- -
06/07/2024 06:30 Japan Household Spending YoY Apr 0.50% 0.50% -1.20% -
06/07/2024 12:00 Japan Coincident Index Apr P 114.5 -- 113.6 -
06/07/2024 12:00 Japan Leading Index CI Apr P 111.6 -- 112.2 -
06/07/2024 16:00 Eurozone GDP SA QoQ 1Q F 0.30% -- 0.30% -
06/07/2024 16:00 Eurozone GDP SA YoY 1Q F 0.40% -- 0.40% -
06/07/2024 16:00 Eurozone Govt Expend QoQ 1Q 0.30% -- 0.60% 0.50%
06/07/2024 16:00 Eurozone Gross Fix Cap QoQ 1Q 0.40% -- 1.00% -
06/07/2024 16:00 Eurozone Household Cons QoQ 1Q 0.30% -- 0.10% -
06/07/2024 16:00 Eurozone Employment QoQ 1Q F -- -- 0.30% -
06/07/2024 16:00 Eurozone Employment YoY 1Q F -- -- 1.00% -
06/07/2024 19:30 United States Two-Month Payroll Net Revision May -- -- -22k -
06/07/2024 19:30 United States Change in Nonfarm Payrolls May 180k -- 175k -
06/07/2024 19:30 United States Change in Private Payrolls May 165k -- 167k -
06/07/2024 19:30 United States Change in Manufact. Payrolls May 5k -- 8k -
06/07/2024 19:30 United States Unemployment Rate May 3.90% -- 3.90% -
06/07/2024 19:30 United States Average Hourly Earnings MoM May 0.30% -- 0.20% -
06/07/2024 19:30 United States Average Hourly Earnings YoY May 3.90% -- 3.90% -
06/07/2024 19:30 United States Average Weekly Hours All Employees May 34.3 -- 34.3 -
06/07/2024 19:30 United States Labor Force Participation Rate May 62.70% -- 62.70% -
06/07/2024 19:30 United States Underemployment Rate May -- -- 7.40% -
06/07/2024 21:00 United States Wholesale Trade Sales MoM Apr 0.50% -- -1.30% -
06/07/2024 21:00 United States Wholesale Inventories MoM Apr F 0.20% -- 0.20% -
06/07/2024 23:00 United States Household Change in Net Worth 1Q -- -- $4839b -
06/07/2024 China Exports YoY May 5.70% -- 1.50% -
06/07/2024 China Imports YoY May 4.30% -- 8.40% -
06/07/2024 China Trade Balance May $72.15b -- $72.35b -
06/07/2024 China Exports YoY CNY May -- -- 5.10% -
06/07/2024 China Imports YoY CNY May -- -- 12.20% -
06/07/2024 China Trade Balance CNY May -- -- 513.45b -
06/07/2024 China Foreign Reserves May $3221.00b -- $3200.83b -
06/08/2024 02:00 United States Consumer Credit Apr $10.000b -- $6.274b -
06/09/2024 06/15 China Money Supply M2 YoY May 7.20% -- 7.20% -
06/09/2024 06/15 China Money Supply M1 YoY May -1.20% -- -1.40% -
06/09/2024 06/15 China Money Supply M0 YoY May -- -- 10.80% -
06/09/2024 06/15 China New Yuan Loans CNY YTD May 11390.0b -- 10190.0b 10191.2b
06/09/2024 06/15 China Aggregate Financing CNY YTD May 15130.0b -- 12730.0b 12730.8b
06/10/2024 06:50 Japan GDP SA QoQ 1Q F -0.50% -- -0.50% -
06/10/2024 06:50 Japan GDP Annualized SA QoQ 1Q F -2.00% -- -2.00% -
06/10/2024 06:50 Japan GDP Nominal SA QoQ 1Q F 0.10% -- 0.10% -
06/10/2024 06:50 Japan GDP Deflator YoY 1Q F 3.60% -- 3.60% -
Source : Bloomberg
Daily Stats
Economic Calendar
Date Time Country Event Period Survey Actual Prior Revised
06/10/2024 06:50 Japan GDP Private Consumption QoQ 1Q F -0.70% -- -0.70% --
06/10/2024 06:50 Japan GDP Business Spending QoQ 1Q F -0.60% -- -0.80% --
06/10/2024 06:50 Japan Inventory Contribution % GDP 1Q F 0.20% -- 0.20% --
06/10/2024 06:50 Japan Net Exports Contribution % GDP 1Q F -0.30% -- -0.30% --
06/10/2024 06:50 Japan BoP Current Account Balance Apr ¥1693.5b -- ¥3398.8b --
06/10/2024 06:50 Japan BoP Current Account Adjusted Apr ¥2055.0b -- ¥2010.6b --
06/10/2024 06:50 Japan Trade Balance BoP Basis Apr -¥366.5b -- ¥491.0b --
06/10/2024 06:50 Japan Bank Lending Incl Trusts YoY May -- -- 3.10% --
06/10/2024 06:50 Japan Bank Lending Ex-Trusts YoY May -- -- 3.60% --
06/10/2024 12:00 Japan Eco Watchers Survey Current SA May 48.5 -- 47.4 --
06/10/2024 12:00 Japan Eco Watchers Survey Outlook SA May -- -- 48.5 --
06/10/2024 15:30 Eurozone Sentix Investor Confidence Jun -- -- -3.6 --
06/10/2024 22:00 United States NY Fed 1-Yr Inflation Expectations May -- -- 3.26% --
06/11/2024 06:50 Japan Money Stock M2 YoY May -- -- 2.20% --
06/11/2024 06:50 Japan Money Stock M3 YoY May -- -- 1.60% --
06/11/2024 13:00 Japan Machine Tool Orders YoY May P -- -- -8.90% --
06/11/2024 17:00 United States NFIB Small Business Optimism May 89.7 -- 89.7 --
06/11/2024 06/18 China FDI YTD YoY CNY May -- -- -27.90% --
06/12/2024 06:50 Japan PPI YoY May 2.00% -- 0.90% --
06/12/2024 06:50 Japan PPI MoM May 0.40% -- 0.30% --
06/12/2024 08:30 China PPI YoY May -1.50% -- -2.50% --
06/12/2024 08:30 China CPI YoY May 0.40% -- 0.30% --
06/12/2024 18:00 United States MBA Mortgage Applications Jun-07 -- -- -5.20% --
06/12/2024 19:30 United States CPI MoM May 0.10% -- 0.30% --
06/12/2024 19:30 United States CPI Ex Food and Energy MoM May 0.30% -- 0.30% --
06/12/2024 19:30 United States CPI YoY May 3.40% -- 3.40% --
06/12/2024 19:30 United States CPI Ex Food and Energy YoY May 3.50% -- 3.60% --
06/12/2024 19:30 United States CPI Index NSA May 314.346 -- 313.548 --
06/12/2024 19:30 United States CPI Core Index SA May -- -- 317.622 --
06/12/2024 19:30 United States Real Avg Hourly Earning YoY May -- -- 0.50% --
06/12/2024 19:30 United States Real Avg Weekly Earnings YoY May -- -- 0.50% --
06/13/2024 01:00 United States FOMC Rate Decision (Upper Bound) Jun-12 5.50% -- 5.50% --
06/13/2024 01:00 United States FOMC Rate Decision (Lower Bound) Jun-12 5.25% -- 5.25% --
06/13/2024 01:00 United States Interest on Reserve Balances Rate Jun-13 -- -- 5.40% --
06/13/2024 01:00 United States Monthly Budget Statement May -- -- $209.5b --
06/13/2024 06:50 Japan BSI Large All Industry QoQ 2Q -- -- -- --
06/13/2024 06:50 Japan BSI Large Manufacturing QoQ 2Q -- -- -6.7 --
06/13/2024 06:50 Japan Japan Buying Foreign Stocks Jun-07 -- -- -¥588.7b --
06/13/2024 06:50 Japan Foreign Buying Japan Stocks Jun-07 -- -- ¥282.0b --
06/13/2024 06:50 Japan Foreign Buying Japan Bonds Jun-07 -- -- ¥337.4b --
06/13/2024 06:50 Japan Japan Buying Foreign Bonds Jun-07 -- -- ¥1323.4b --
06/13/2024 16:00 Eurozone Industrial Production SA MoM Apr -- -- 0.60% --
06/13/2024 16:00 Eurozone Industrial Production WDA YoY Apr -- -- -1.00% --
06/13/2024 19:30 United States Initial Jobless Claims Jun-08 -- -- 229k --
06/13/2024 19:30 United States Continuing Claims Jun-01 -- -- 1792k --
06/13/2024 19:30 United States PPI Final Demand MoM May 0.10% -- 0.50% --
06/13/2024 19:30 United States PPI Ex Food and Energy MoM May 0.30% -- 0.50% --
06/13/2024 19:30 United States PPI Ex Food, Energy, Trade MoM May -- -- 0.40% --
06/13/2024 19:30 United States PPI Final Demand YoY May -- -- 2.20% --
06/13/2024 19:30 United States PPI Ex Food and Energy YoY May -- -- 2.40% --
Source : Bloomberg
Daily Stats
Company's Calendar
As of 6 June 2024
Mon Tue Wed Thu Fri Sat
3-Jun-24 4-Jun-24 5-Jun-24 6-Jun-24 7-Jun-24 8-Jun-24
0
FSX-XR1(O):1(N)@4.5
PINGAN80-XD@
BKNG80X-XD@
PPPM-XR2(O):1(N)@0.2 PROEN-XR1(O):1(N)@1
PPPM-XW@1(O):1(N)
3K-BAT-XD@0.25
Remark
XD - Cash Dividend XR - Rights for Common
XD(ST) - Stock Dividend XW - Rights for Warrant
Source : SET as of previous trading day
Daily Stats
Analyst Certification
The views expressed in this research report accurately reflect the personal views of the analyst(s) about the subject security(ies) and
subject company(ies); and no part of the compensation of the research analyst(s) was, is, or will be, directly or indirectly, related to
the specific recommendations or views expressed in the report.
Investment Ratings
Outperform: Expected total return of 10% or more within a 12-month period
Neutral: Expected total return between -10% and 10% within a 12-month period
Underperform: Expected total return of -10% or worse within a 12-month period
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Corporate Governance Report Disclaimer
The disclosure of the survey result of the Thai Institute of Directors Association (“IOD”) regarding corporate governance is made
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Daily Stats