18-Mar-15 18 .". 2558 SAWAD() * + ก- . /(70% 3 ก45 6) )- / 7 *( 8 6) ก4ก * " ก 10 9 : ;< * 1979 * * + *> -ก- . ? )/( 70% 4 ก ?ก 8 ; *> 5 * * @ 1.2 A .;3 ก45 4 (;( )BAC6) )* 8 / .DB 6* *( /( 6) ก4ก ก 10 9 - " “ Eก(F” /(GC! C FA4G ? ) ADVANC*; N C8 3” ” Cก :>;*4 C FA 4G ( *ก; O) ? ) PC ;; C> 4 P C C FA 4G ) / ก*ก C* ADVANC C/8> ก ; > 8 A;AQ ก"A 8F4- ก; *> ก C FA*ก; ก- ;*; > " O ? A AIT .D* (ก . 8 4 C;*กQ CK-BMCL ก W;;A" 6) A CK-BMCL ก *; * .8. ) D ก IFA D[ 3 XFY XA C/8> F ; AFก W;;A " /" (;A" 3 ก4กA >.ก > *( 8 * W; C> XFY BMCL-BECL > 8 XFY .; ( ”] B ^ ก*" - - A กA _4` กF ” 4 N >8 B( ” * Y 5 aB ^ " AC 2 (XFY MPG 27 * .8. ) ก A83 ก45 400 A BAC ( ; ก 200 A ; ก- . ก C F; “ 1989 4A > TASCO*] Y 3.4 A. TASCO ;" ..D* 8 กF* ก Y 34,000 A XF ก C F; " *กQ(B> 80% ก ( YXA(BAC4; 8 C( 8 Y .;*(Q BAFS ? ) 8.;/( 8% A W;;A )- 7.1 A ) *; ) 300 A A A 54 8.;" O B ก C FA6 - BAFS () * + 8.; ? )/( 8% 4 ก ?ก "; 9P/Aก-A- F AF " 7,100 A f 85 *; .". ) /" ก SINGERA 8.; ?58/(10% 140 A 8 83 ก4-ก C( (A ; SINGER () * + 8.; ? 58 /( 7-10% A8* " 5 - 8 84;4140 A 8 83 ก4BAC4;ก4ก ก C( (A ; IFEC.;4 C6) .6;* 8 ) h Bก * + 817 IFEC AFก * * ; 172.66 A " A 2.17% ;W 13.50 fact " 8 .6; * + 8 17 ) h 8 q ก ; 5 DEMCO ? ) 8.;-ก- . .] DEMCO 54 8.;BACก- . ? ) .] C FA 5 .;* 3,000 A MILL*( 8 8 * C; * MILL Cก : 8 * 54 ? 58 Aกก- . * + 8.; 6,500 A ก3 ก4.DD+ A ? 58 Aกก- . 4500 A C; SAT ? )() * + 8 ; 8/(10% ( ก 8 8 (Drs ( SAT () * + 8 ; 8/( 10% XA ก ( ก 8 8 (Drs ( * " Bก 3 ก4 *AQ 8 8(A ;( C* :* *; HPT *; 88 )- 8-* C - a>AFก" / ก7 / ก Buy on a (5 4ก A ( B QกAQ ก 5,000 A ก3 ก4 A A ;B 590 A 8 .DA ก.A.(. 8 f :ก;< 3 C3 *4 9 B *6 / B * 4* 4- ก; APM 5 h C Oก9 ก * * W;*X8 PC .) ;8 B B ; 8ก AF (.DA ) 9 /] (* 4- ก; ( > ) HPT ( - ก "PCก ก ก- ก Aก 8BAC(A ; Aก 8 (ก.A.(.) * * 8 a* ก C> > . * @ " ) B ก (IPO) BAC - 9 * 4; C* 8 5 (A ; Aก 8* Q * . (mai) 4 () "PC 17 >; A8BX Drs DF * + ? 58 XF/;8 80% N4 ” () "PC 17 >; *; *" BX Drs DF ( BX ก.". ) ) C ก 8 * + Cabin Factor ? 58 * A8 80% 8*" 20 A- f 85 *; AJD(;/X Set top Box [a ! 8h ก (P~ 3< *A 3ก "PCก ก ก4ก ก C4 8* 8 / " " B > ( (ก >.) * W;*X8 ) (18 .".) ก >.4C*>aXF 9 " * " B ; 6 4- ก;( > ) AJD 2. 9 " * * 4- ก; 3. 9 . * Q *6AAB ;*6 4- ก; 4. 9 /6*" *A" 4- 8กA *6Q( Q Q ก6 4 B ; 6 "Pf . ( ก ( h B4 . ก ก >. * >)B4 * Q44 5 - *6Q( Q ( 4 ;8 ก4ก Cก " ก (h Q ก6 / : BACก4ก ก 4 9 .;Bก 1. *กQ(() B ; * ;;) ( C* :. 8) 4- ก; C .*ก [a * 5 ก.A.(.* Aก " A กก• 8 [€ 2 8:ก 9 XF> 8*A 3ก - ก "PCก ก ก- ก Aก 8BAC(A ; 8 (ก.A.(.) * W;*X8 ก.A.(. 8F C XAก; ก• 82 *ก8 ก ก ;- * "; BACก 5> FAf 85 (InsiderTrading)4C> 85 ก C ก ( „ ;* Q O) BAC" " ก 88 8.; ก O) (A ; * *>8 ( O) ( h " ; _*D;” ” *"A . 8 C ; C * *>8 ( O) * ) A 4 ก AA ( ;;( /;8 กA " ;ก P AF 6 *6 ก " ; 4 - 5 3 " กA hB ; " C ; C 5 ; )*ก8 ก > * A 5 ก ( ; ก* )85 "( ' h O) P'D[ 3 ;> 17004; [448; ก* )8A B C 8 86) LTF/RMF A4. P . 8.; ก . A; ( ; ก* )8 /8 8 " ; SET Index ? ) / ก B(C 1,700 4; B C 8 86) C 5 LTF/ RMF BAC SET50 * *กQ 4 C A "A * ก4 8 A ;45.56% " . * * Q 5 *> ; ก* )8(* ก4 8 ? 58 BA 45.56% C P ) ; BACA ; " .* Q > (ก * * Q ; 8; ก* )8(KTCAF ก ; ก* )8 A / ก7>) ก- . / ก7 B C N6) ” KTC 5 " * 21% PC ? 59 8F 18% .; ( " KTC / ก ; B ( 90 4;6) 4;4 BA 1.13 B A ? )/(21% + 8 125 " ;ก *( /( ก- . 3 ก4 ? ) F YO * A;A 4 ก ( ; ก* )8 ( A 5 PC ) *> BACB ( Y;. 100 B 85 TMB" * + *> 8-10% .( 2 4CDrs ( / ก7B C6) 3.60 . N a ก9” ” 6 / B ก * Q 8 * + ( *A *> ? )4C*( /(.; 8-10% *> .( * Drs ( ; / ก7 8 B C - 6) " * + 8 3.60 '* *>8 * A ' >)*D;ก;; B CA A A.* *>8 * A /> B CA A *D;4C )O ; ก* )8 /8 8 BAC " -) -- *A ก *A ก BCP BAC GUNKUL B /Aก ( A;A --4 -- 2/58 4C ;> YFกก;; 4 ก 18 .". 2558-18 .". 2558 TKS 6กก- . ?58 Y(4 ] 4fP~-A 4 (ก TKS A ? 2558 ก- . F - Y( Gก * ( ) ; ": P กa4 : " 6ก Q3/2558 .; 4;() / B8 ;A* ก/ * 3 ก4 4fP~BAC3 ก4A 4 (ก [s 3 ก4 4fP~* (A ; / * D/E (- กFB กA A8 " *DW XA /( ก.( ) ? 8.;/( 1.7 A A 5 ah ก4 ( ก 8.;8 *AQก*; C/8> 'DELTA-HANA'(;/Xก- . /(B กA *AQก ก ;E;G " *; C/8> " * B / ก- . /(B 4 ก *; ก- A XA(BACh AFก" 8 8( F 1/2558 PC SVI 4;(- ; ก- A XA(Drs ( * A/ 2559 "; DELTA-HANA * SMT 4 * C ;() B(.( YFก.D. " ;* Q ก- . >;*4 ? CENTEL> ;A8( ." ก* X;/ B A;D CENTEL *( 8 X;/ B 5 A;D 8 8h ( B; * " ;>;*4 Q2 ) *> 8.; ( C* : 8 * O) 4 ก [44 19% "ก 1 A * 3 ก4 ก ( ? ) 8.; ( ; 2.2 A f " * 8 "Oก"ก; ก *" C B C "6) " * + 8 42 D[ 3 ก- . C8 28% TMB> *"ก A 8กF* * Q ( *> /(10% TMB " ; *> ? 2558 /(( * + 8 8-10% .;AFก" 88 8 8 * * Q * A8*; 8 8h *> * * Q *(Q F :84 CB ก5 C* :* ; A 8กF BY .; IFC ก 8. * @ * > 8 " * 8 / ก*>8 8>)* + 3.50 THAIA 'Cabin Factor' 80% 4 กX -X; กF5> ) THAI 5 *( 8 C; * . *ก 3.5 A >) 2 B ก กF ก(Š BAก* (B/E) กF Y " "F - * >- C" ) " ก- ; "4 />(ก* Y8 " ก( ( กXF/;8 (Cabin Factor) 5 ? ) C; 80% ก * 8> 4 BAY ก : /(A8AEC [ก8 ; *> 2.36 B A . ก : /( () * + 8 ; *> ? ) 236,000 A ". / 4 > " ~" >) : (A ;8 8 (5 ? 2558 B / ( ; O) /;8* C" O ? A * ( /8 8ก C( *: 9hก4BACก A 4 กf " h BX ก(A ; *68 ( * * D> .A BAC/6*>8A *;8 AFก" RATCH*; * กA ก- A XA(.DD+ ก 8 ก- . ?58-59 กF F RATCH XA /;;*; * กA BY [ XA4F 54 Cogen BAC Biomass ( A ) 4C* ;- * ก XA(BA ก ) /" ก B C - "6) " () " 68.00 ( CNT Aกก- . B ; C FA A.X; 5 CNT 54 ? 2558 Aก ก- . * * ก> * ( 4) F B8 F 8.; ? 2558 YO 80% A C AF 5 ก 1 A X; ก- A XA(4 ก/ .DD+ 4C ก- . ? 2558-59 Backlog 5.2 A TASCO*] h* 6 Y กG ;A5 a-; 8.;ก C F; TASCO >F" 8.;" O B? ก 2558 ก C F; /8 8 h* 6 - Y X BX ก C( *: 9hก4 * ก 4 A ">8 q : P q " >F:ก8f ก XA(8 C( 8 ( h /Aก " *กQ(B> 80% BY / XA(-"A *กQ 8 C( 8ก C4 8 กfF f " 6; 5 a* ( TVO 4) Q1/58 ;5 A8 8 8(A ; )- Y * A TVO 54XA .( 1/2558 8 ;5 A 9 XAก; P 8* XAก C 4 กก (A " ก กY * A กA8 3 ? 2558 * * *; 8 8(A ; ก )- Y * A > 8; 4) ? ) F A 13% 'DEMCO'XA DEMCO " B A BY * * 8 ; Backlog B (8- 8C . ก O) > 8A; 4) * @ Aก * - .] A8 A ;B 100MW *DW ? 2558 ก- . BAC 8.; - .] กDX. A 5 ? AF " ก 1.2 ก> *( 8 A /6A D ก 8.6 A * *6Q aa CA 8 A A8 A ;B () * + * @ *4 / .DD+ A A 8ก 100 * กC (( f 85 ? 2558 Cก > ( C*; ?58 8* )8 B(C4.1 A. " Cก > (. 8 *X8( *A * )8 Cก > ( ) *; *;8 ก ?ก 9.5% * @ 4* 8) ) ) 41,568.08 A ก " 2558 /(* 4 ก> PC * )8 5 BAC* )8( 88 *( /(.;; /;8 ; 1 BAC* . 8 Cก > (B> Ž*ก 9 Cก > ( - * )8 BAC* )8 5 F ;8* @ *.* * *>8* A B CA8 A *>8 A BCP-GUNKUL A.* *>8 * A /> Trading Idea C4- ; B CA A *A ก BCP BAC GUNKUL B SET YF ก;; 4 ก Fed 4C O) ; ก* )8 /8 8 BAC " )- /Aก ( A;A MILL* * Bก MILL ( 8 * ก 522 A *4 4 ) ; 8ก 3 B ( 2.00/2.10 8 8 ?ก ก A ;B *( 8 ก3 ก4 A *A ก * ก C4 8" * 8 A ; ;.D* 8 5 8 PP ก A 5 / .DD+ F 8.; *X8 8F C ก ( " ;.; * Q „ ) ; / ก>) aa P* " "*; A " 8 O) •^ . 8 ; ก* )8A; P*>8 C 1,7004; A4. P . 8 ก . Cก :A;; ก* )8A ก 0.25% *> XAก; 5 * Q;* . AกA * A 5 8* 8 ก O) /;8* C . 8 8 54 >) กf " h* ก4 8.; ;* Q 4C* @ [448 - "a XAก; 5 (A ; ;;( O) .; " ;;> ? ) / ก B(C 1,700 4; B C 8 8 6) C 5 LTF/RMF BAC 1AMSET50 * XA;4 C O) TAKUNI/ก8 4) F ;E;G " 5 165A TAKUNI (;*" ก ก 4) F E; 30% A ;" 5 AF " 165 A G ก 8.; Q2/2558 .( 1/2558 ( ) ? 54ก- . A8 PC 8.; B(C 1.5 A * 8BX A 8F C กO 9 ก * " ;>;*4 .( 2 )/ ก ( 8.50 HPTA maiก ( ) h sก• HPT Cก :*( 8 " A * Q * . A 8 .DA 5 ก.A.(.BA 3 ก4 B( () / ก "B *6 / B * 4* " * @ กO 9 ก * ) h B •sก /> 4; 8 " "Pf AFก" ( > (5 ก 8 C; 88 543 ก4; UAC>F Q2ก ก C/;;*AQ " A8( B; UAC 6 *4 4 3 ( ( > ( ( 8 ;3 ก4/ A* 85 C* :กA CLMV *X8" " BX - > A-/ .DD+ 8C " ; ( .( 2/2558 6ก /" 2 /(ก ก C/;; A " APC BA * Q4 54 ) ? 8.;B(C 1.5 A / ก5 ( 11 --4 --- 18 .". 2558--
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