-
AMATA ! -
.
.
Corehoon-Investor Guide
7 Vol. 75 2555
www .powe r t imeon l i n e . c om
99 Ba th
97
71
90
60
72
60
6
INVESTOR GUIDE MAG
AZINE
STAR
ISSUE FEBRUAR
Y 2012
97
71
90
60
72
60
6
INVESTOR GUIDE MAGAZINE
STAR
ISSUE APRIL 2012
-
..
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Email : [email protected]
:
Investor Guide-Power Time
387/9 87 9
.10310
Fax : 02-530-4424
.
2100 MHz. 3G
( 1800 MHz)
3G
ADVANC DTAC TRUE CAT TOT
TOT 3G 2100 Mhz.
...
Editor talk
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InvestorGuide004-005.indd 4 3/26/12 5:15:31 AM
-
..
[email protected]
[email protected]
[email protected]
[email protected]
Email : [email protected]
:
Investor Guide-Power Time
387/9 87 9
.10310
Fax : 02-530-4424
ContEnts
ContEnts
CovEr story : AMATA !
- 22-26
small Cap : PJW mai 6
dividEnd stoCk : AGE 7
Growth stoCk : GUNKUL 55 8
turnaround stoCk : RAIMON 2 9
dEfEnsivE stoCk : BGH 10
: AIS 4 ,
, , 11-12
TMB SME 30 Plus 3
30 3
3% 3
13-14
: 1
10
1,000,000 15-16
55
17-18
:
19-20
tradE talk : 27-30
InvestorGuide004-005.indd 5 3/26/12 5:15:34 AM
-
6 INVESTOR guide
April 2012
Small Cap :
mai
() PJW
(Blow Molding) (Injection Molding)
() (PJT)
, , .
, ,, ,
1,300
PJW
20-25% PJW
30%
4-6
mai
PJW mai
InvestorGuide006-010.indd 6 3/26/12 5:18:13 AM
-
7INVESTOR guide
April
201
2
Dividend Stock :
AGE .
2555
40%
7,500 3
AGE
2-3
2
10
2556
2555
8% 0%
AGE
. 7
55 40% yoy Infrastructure
. ( Q2/55)
55 358
38% yoy Overweight
AGE
54
2 - 3
55 55
+ 54
AGE
InvestorGuide006-010.indd 7 3/26/12 5:18:13 AM
-
8 INVESTOR guide
April 2012
Growth Stock
() GUNKUL
GUNKUL
GUNKUL
10 1
0.10 9 50%
( Gunkul Power Source
- GPS)
GUNKUL
D/E
. GUNKUL
1)
2) (Trader -
Global Sourcing)
3)
4)
GUNKUL
10
4.3%
5,000 MW 25,000 MW
GUNKUL
1,000 . 2012
1,000 MW
1-2
20.50
GUNKUL55
InvestorGuide006-010.indd 8 3/26/12 5:18:13 AM
-
9INVESTOR guide
April
201
2
Turnaround Stock
Analyst meeting RAIMON
.
5 -
2
2555
Backlog 3.2 2 - 3
The River 75%
1.5 185 Rajadamri 51% 9.6
Zire wongamat 59% 2.8
UNIXX 19% 2.9
RAIMON 3.2
2555 - 2557 2556 The River
185 Rajadamri 2557
ZIRE wongamat UNIXX
-
ZIRE UNIXX
6
2557
RAIMON 2
2/55
The River
The River 1.5
76%
82% RAIMON
Q2/55
1 2555
RAIMON
RAIMON Turnaround
.
2.69
P/E 55 2.7
55
7.5% P/E 55
5.0
. 2.61
2
2555-56 Fair Value PER 4
InvestorGuide006-010.indd 9 3/26/12 5:18:14 AM
-
10 INVESTOR guide
April 2012
Defensive Stock :
BGH
() 154.55
(PO)
(PP) 5%
77.27 BGH
1.545
M&A
Dilution 5%
BGH
(BH) 6.05% (44.2 ) 2.23 BGH
BH 20.3% 14.3%
BGH 1
1 BH
BGH
BGH
.
90 BH 44.2 (6.05%
BH) 14.23% 20.28% BGH
350 8.4%
BGH
90
79
BGH BH 20.28% 14.23%
87
350
8.4%
BGH
BGH
InvestorGuide006-010.indd 10 3/26/12 5:18:14 AM
-
11INVESTOR guide
April
201
2
:
55 360
4
Dining, Shopping, Parking Free Wifi
App
()
Data
AIS Everyday Special Exclusive
(Always On Top) Daily Life Lifestyle
6,000
6 2554
Churn reduction 71%
2553 Churn
Reduction 50%
1 net gain
Mobile Number Portability
-
Ecosystem
4
Lifestyle
Location
Operator
Lifestyle
2
Shopping & Dining Privilege
AIS
4
, , ,
InvestorGuide011-012.indd 11 3/26/12 5:19:34 AM
-
12 INVESTOR guide
April 2012
:
Experience
Update Uptrend
Wifi
4
World
Class Destination
Center of
Fashion Update
Flagship
Store
International
Brand Flagship Store
World Class Entertainment
Madame Tussauds Ice
Plane \t Sky dining &
Mood Hip Place
.
1.
150 4
Dining Shopping
2. AIS Wifi
100 Mbps , -
, (
wifi SPD / SC /SD)
*199*1# password
Unlimited Application
OS Layar App for iPhone,
Android, BlackBerry7, Layar for
Symbian 3, Nokia Map for Symbian
Google Chrome on Google
Chrome Browser
3.
4.
2,000
5 Redemption
www.
ais.co.th/privilege
AIS Everyday Special
Total
Experience
InvestorGuide011-012.indd 12 3/26/12 5:19:34 AM
-
13INVESTOR guide
April
201
2
:
TMB SME 30 Plus 3
30
3
20
3% 3
Make THE Difference
TMB SME 30 Plus 3 30 3 3% 3
InvestorGuide013-014.indd 13 3/26/12 5:20:48 AM
-
14 INVESTOR guide
April 2012
:
3
TMB SME 30
Plus 3
30
70
3
20
TMB
20
15,000
3%
3
10
Call Center .1558
InvestorGuide013-014.indd 14 3/26/12 5:20:48 AM
-
15INVESTOR guide
April
201
2
:
8-9%
5%
1,000,000 10
5-6%
33,000 - 34,000 MW ()
48,000 MW 10
23,000 MW
4,000 MW
EGAT 19,000
MW
1,020,000
1
10
1,000,000
InvestorGuide015-016.indd 15 3/26/12 5:21:43 AM
-
16 INVESTOR guide
April 2012
:
70% 45-50%
20
19,000 MW
6,500 MW
520,000
2,000 MW
2,000 MW
160,000
80%
1
25,600
12,500 MW
8,000 MW 40
75%
180,000
27,000
11%
Port 10 -12%
1
Pro ject F inance As ia
NED
The Banker
Infrastructure Fund
InvestorGuide015-016.indd 16 3/26/12 5:21:43 AM
-
17INVESTOR guide
April
201
2
:
55
55
NT10
10%
DRT
10 10%
() DRT
InvestorGuide017-018.indd 17 3/26/12 5:23:27 AM
-
18 INVESTOR guide
April 2012
:
Everything
in One
NT10
7.2
6.8
NT10
14-15% 7.52
.
10
10
10%
7-8%
10%
()
InvestorGuide017-018.indd 18 3/26/12 5:23:27 AM
-
19INVESTOR guide
April
201
2
:
.
()
.
.
.
()
5
3, , , 44,
2555
2,000
2
Green Station
E20 E85
InvestorGuide019-020.indd 19 3/26/12 5:24:57 AM
-
20 INVESTOR guide
April 2012
:
.
2555 5
-
2555
3,200
.
()
.
.
.
InvestorGuide019-020.indd 20 3/26/12 5:24:58 AM
-
22 INVESTOR guide
April 2012
Cover Story :
20
AMATA ! -
22 INVESTOR guide
APril 2012
Cover Story :
InvestorGuide022-026CoverStory.indd 22 3/26/12 5:26:39 AM
-
23INVESTOR guide
April
201
2
Cover Story :
2555
2,000
AMATA
1,000 2,000
100
1,250 50
20
6
3,300
1,500
1,800
1-2
3-4
4
1,500 255
20%
3-4
55 20%
InvestorGuide022-026CoverStory.indd 23 3/26/12 5:26:39 AM
-
24 INVESTOR guide
April 2012
Cover Story :
55
2 1.55
100
2.3
55 20% 54
3-4
5
.
15,500
405
11
20-30
3
100
InvestorGuide022-026CoverStory.indd 24 3/26/12 5:26:39 AM
-
25INVESTOR guide
April
201
2
Cover Story :
10
3
60
150-200
1,800
1
- 2
30-40%
30-40%
InvestorGuide022-026CoverStory.indd 25 3/26/12 5:26:40 AM
-
26 INVESTOR guide
April 2012
Cover Story :
Major Player
...
5-6 ../
1.5-2.0 ../
5-6 ..
56
.
AMATA
AMATA
....
..
AMATA
2
(Amata Express City) 1,500
(9,375 )
() 10
.
(AMATA) 2
800 (5,000 )
()
700 (4,375 )
.. 2558
() ..
2537 700 (4,375)
120
9,375
52 1.5
6 20
(Highway Outer Ring Road)
1-2
AMATA 2
InvestorGuide022-026CoverStory.indd 26 3/26/12 5:26:40 AM
-
27INVESTOR guide
April
201
2
TRADE TALK :
. GIZ
.
() Collaborative Research Development Mr. Tom Pat, Managing
Director , Deutsche Gesellschaft f?r Internationale
Zusammenarbeit (GIZ) GmbH
.
1
1
Cross Sel l
()
Krungsri Happy Day
1 1
Krungsri Happy
MUNS Day the Movie 1 1
Gift Card 1 1
CPF
( )
() ( )
DRT
() DRT
()
InvestorGuide027-030TradeTalk.indd 27 3/26/12 5:35:25 AM
-
28 INVESTOR guide
April 2012
TRADE TALK :
OTOP
()
-
()
()
-
2553/54 (Board of The Year Awards 2010/11)
: , , (),
.
OTOP OTOP
OTOP G
COLOR KBANK
302 .
() COLOR
COLOR
302
14
2555
() ()
() (
)
InvestorGuide027-030TradeTalk.indd 28 3/26/12 5:35:25 AM
-
29INVESTOR guide
April
201
2
TRADE TALK :
.
(.)
2
153
. 2554
. .
. ()
2554
5
. .
(Big)
(Long)
(Strong)
.
PJW Value Investor ,
.,
,
.
. ()
Value
Investor .
InvestorGuide027-030TradeTalk.indd 29 3/26/12 5:35:25 AM
-
30 INVESTOR guide
April 2012
TRADE TALK :
()
Breakfast in Bed Candle light Dinner
100
3,000 890 15
Green ABS
()
Green ABS
POLIMAXX
.
- -
-
() ( 4 )
( 3 )
()
( 3 )
- - (
2 ) - ( 4
)
(
3 ) () JUBILE
Best of Retail Merchandising Unit
2011
( 2 ) ()
InvestorGuide027-030TradeTalk.indd 30 3/26/12 5:35:25 AM
Inves_1.pdfInves_2 Ad CPF.pdfInves_3
BCP.pdfInves_4.pdfInves_5.pdfInves_6.pdfInves_7.pdfInves_8.pdfInves_9.pdfInves_10.pdfInves_11.pdfInves_12.pdfInves_13.pdfInves_14.pdfInves_15.pdfInves_16.pdfInves_17.pdfInves_18.pdfInves_19.pdfInves_20.pdfInves_21
Super
Saving_A4co.pdfInves_22.pdfInves_23.pdfInves_24.pdfInves_25.pdfInves_26.pdfInves_27.pdfInves_28.pdfInves_29.pdfInves_30.pdf
