Thai Value Investor Webboard

The flood inflow money from foreign funds will drive SET to go new height.This coming week,the main stocks to be bought from foreign and local institution will be the good big caps such as PTT(Low P/E, 2004-2005 will be the best year ever accoding to the cycle of petrochemical),SCC(This coming November and the year 2004 ,the high interest rate debenture will be matured,translate to higher earning,EPS.04=15.30,too cheap for the excellent blue chip,L/T target =232,S/T target =180),Kbank(The best performer in 2003-2004).Between the coming week,some of the electronic stocks will steal the lime light,HANA(Interim dividend=3 baht will be announced with the huge growth of EPS.),KCE(The miracle growth of earning in 2003-2005),SVI(surprised growth of EPS.with the 2 big clients's orders).
The strategy for the finance sector is selective,KTC,AEONTS,ASSET,KK are the selected ones.
The entertainment sector is still a laggard,though the sound fundamental,the stars of the sector are GMMM,RS and MAJOR.