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Tel. (662) 949-1000Fax: (662) 949-1030www.scbs.com

The information in this reort has been obtaine! from so"rces belie#e! to be reliable. $owe#er% its acc"rac& or comleteness is not '"arantee!. n& oinions exresse! herein reflect o"r "!'ment at this !ate an! are s"bect to chan'e witho"t notice. This reort is for information onl&. *t is not to be constr"e! as an offer% or solicitation of an offer to sell or b"& an&sec"rities. +e accet no liabilit& for an& loss arisin' from the "se of this !oc"ment. +e or o"r associates ma& ha#e an interest in the comanies mentione! therein.

SAWASDEEFriday, February 13, 2015

Forei'n ,arets an! Flow 2ews /i'est 3hort ales ommo!ities

/irector Tra!e 10alen!ar 11

T *n!ex (1250251) 1%613.40han'e 7.29 5 0.28 T"rno#er (tbn) 4.41

Trading summary by Investor Type

12-Feb WTD MTD YTD

Foreign "& 10%96 39%3 91%29 24%23ell %996 3%63 3%466 21%291et 1%00 1%20 %32 3%32

Institution "& %949 21%01 49%49 142%93ell 6%3 22%41 0%630 134%034et -904 -1%346 -1 %904

PropTrade "& %66 20%06 44%9 13%21

ell 4%42 19%04 44%221 126%0et 1%23 261 34 %634Individua "& 32%003 142%223 30%499 913%66

ell 34%13 142%99 312%24 934%2et -2%133 -3 -%32 -21%00

Bond trading summary by foreign investors 

12-Feb WTD MTD YTD

Forei'n "& 3%96 %64 22%116 3%043ell %143 9%14 2%34 91%06et -1%34 -1%36 -6%2 -%043

5 most active stocs !tocs "rice #Bt$ %a&ue #Btmn$ '(g

TT  39.0 2%13 2.00*;  4. 1%91 0.32T

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Foreign Marets and F&o+Cey Indicators 

'&ose 12-Feb WoW MoM YoY YTD''I IndeA*O *n!ex 1.34 -9.68 -9.08 -12.68 .8 -20.18"roe / (bs) .993 -1.1 2.64 -.42 -1.01 -4.

=*?; ?* rea! (bs) 0.1291 0.23 0.00 -0.30 -3.3 -0.T/ rea! (bs) 0.24 -0.0 -0.30 0.91 3.24 2.9*c(ange rate/ollar *n!ex 94.22 -0.8 0.8 2.8 1.38 4.48orea (.9)  (2.0)  1.6 (.)Aietnam 6.4 2.0 23.9 2.6Tota& 4:070 G4:7 203573 :247*n!ia (60.0+  (300.+ (40.2+ 2%40.6Maan (92.+ (92.+ (%96.1) (%96.1)

@ *n!ia as of Febr"ar& 11% 201@ Maan as of Man"ar& 30% 201

Top-5 

,%D net buyJse&& Hp Btmn Do+n Btmn

*T> -23.43

= 4.2 ?T -233.1TT 236.2 *; -4.02T 124.2 TT -1.6/ata as of Febr"ar& 12% 201

Director trades # KBt5mn$

• 

"&: >=% ;•  ell: N

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,e+s Digest !*T T(e !*T rose G723 points or 752) to c&ose at 10147: on T(ursday on turnover of

Bt5:7:1bn7 Forei'n in#estors le! the b"&in'% oine! b& ro tra!e% while local retail an!instit"tional in#estors sol!. 

Do+ ?ones T(e Do+ added 1172: points or 702) to 13274G as in#estors cheere! a ceasefirea'reement on the

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,e+s Digest (contin"e!) 9&oba& *conomy

#cont$

H7!7 retai& sa&es continue fa&&ing in ?anuary7 - hai ro#ince. on'an "ntorachai% mana'er!irector of Thai artner aa lean ower o% sai! &ester!a& that the roect co#erin' 30%000 raiwo"l! be searate! into three hases. (9an'-o- :ost% 1352516)  

Marets !toc *c(ange of T(ai&and to revise t(e si&ent period for comanies that iss"e ri#atelacement () rice! at a !isco"nt of 'reater than 108 to the c"rrent maret rice. (Thai ;ath%1352516)  

*nergy '(amber/ Decide on po&icy no+ N "sinesses ha#e "r'e! the 'o#ernment to mae " its min!G"icl& on an ener'& olic&% sa&in' a !ela&e! !ecision will affect their cost mana'ement%ro!"ction efficienc& an! cometiti#eness. (9an'-o- :ost% 1352516)  

hao$oon% 1352516)  

Transport Industry Minister says government +i&& as private operators to participate  in hi'h-see! train roect. This is beca"se this roect costs abo"t as hi'h as t400bn an! 'o#ernmenthas more roects in han! incl"!in' !o"ble-trac trains% which mae ti'ht b"!'et for the'o#ernment. (/ail& ews% 13502516)  

hao $oon%1352516)  

B'6 B'6 epects 215 earnings in to improve !ri#en b& earnin's t"rnaro"n! for +orl! ,e!icalenter (+,). *t tar'ets re#en"es 'rowth at 108 this &ear an! will foc"s more on international

atient ser#ice an! will si'n a'reement with mirates 'o#ernment to refer atients to thehosital. (>ao $oon% 13502516). 

BT! !e&ected to bui&d oint ticet system  The ?ffice of Transort an! Traffic olic& an! lannin'has hire! T to b"il! the oint ticet s&stem with roect #al"e of t33mn. The oint ticet isexecte! to be la"nche! earl& in 2016. (>hao $oon% 1352516)  

'IMB 'IMB says it (as set a &oan gro+t( target t(is year of 15-2) !ri#en b& the a!!ition of atleast 200%000 more retail c"stomers to 1.1mn. (Th"n $oon 1352516) 

 

'"F '"F epects 2) increase in c(icen production !"rin' hinese ew Bear. (>hao $oon% 1352516)  

DThao $oon% 1352516)  

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,e+s Digest (contin"e!) 9F"T 9F"T reports 2) gro+t( in revenue and earnings in 21: !ri#en b& more exorts to >orea.

The firm exects another 138 re#en"e 'rowth in 201 "n!erinne! b& the reco#er& in !omesticmaret an! contin"e! moment"m in >orea. (>hao $oon% 1352516)  

CTB CTB sa+ a continued pic up in business confidence in :;1: 

an! exects 201 D/ to 'row3.98% s"orte! b& "blic in#estment% artic"larl& infrastr"ct"re roects% which co"l! crow! o"tri#ate in#estment. (>hao $oon% 1352516)  

", ", announced t(e fina& D"! of Bt75:7  O/ is Febr"ar& 24. The coman& has a ositi#e o"tlootowar! 201 on the bac of stron' baclo' an! economic reco#er&. (>hao $oon% 1352516)  

M'8T M'8T sets ambitious revenue gro+t( of 2) in 2157 The e& !ri#ers will be ro'ramresh"ffle an! a! rate !isco"nt. (Th"n $oon 1352516)  

MD= MD= is &ie&y to bui&d second industria& par  followin' the stim"l"s aca'e from the o* aswell as ermission b& the * to sell a 1%000 rai lot of lan!. (Th"n $oon 1352516)  

!Y,T*' !Y,T*' (as positive out&oo for 215 with stron' baclo' of t10.bn an! otential roectsworth t-bn e#en after three-fol! earnin's 'rowth in 2014. (Th"n $oon 1352516)  

TI'8, T(e company epects 5-1) gro+t( in 201 re#en"e an! will inect more assets worth abo"tt4.bn into its ;*T. (>hao $oon 1352516)  

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!'B!/ 'ommodities Dai&y "rice Hpdate  As of -1W Avg. Price % QoQ % YoY Avg. Price % YoY Avg. Price % YoY Our Projection Update

12-Feb-1 % Q!" in 1Q1 in #1$ in #1 in 21

&'(

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Director Trade

17  Director trade as reported on February 11 2157*o5pan ;a5e of "irector Product !ransaction A5ount Price A5ount 8ue..

date >7ares? >8t? >8t?

:)AND Aat Caaapa/ =aat 4 10022015 5,981,700 0.56 3,349,752 Sell:)AND Aat Caaapa/ =aat 4 11022015 5,000,000 0.56 2,800,000 Sell

D#

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'orporate 'a&endarFebruar

(onda !uesda Wednesda !7ursda Frida

) 1% 11 12 1+

 BW B" BW B' P"#) 2 > 1 $$# :t1.5 SA 1 ?#CA 4 > 1 :t1.15 %O :t0.2

*7ange 5arCet B' *7ange par va.ue P" %O-1 :t0.2 A:%O to a &e' =*A 2.75 > 1 :t25.50 ?#CA :t0.50 to :t0.25 1 :t1.50 D$A :t2.34P" ?N%! :t0.17 P" P"

$$) :t38 *7ange par va.ue % :t0.6269 $?#%! :t0.22$)! :t0.187 C%A$ :t1 to :t0.10 N :t0.2

N! :t0.32IS$A) :t0.1775#=! :t0.3072O! :t0.2193! :t0.2317S%% :t0.15S=! :t0.2655$O=$* :t0.2249

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Dis&ai'er(

The information in this reort has been obtaine! from so"rces belie#e! to be reliable. $owe#er% its acc"rac& or comleteness is not'"arantee!. n& oinions exresse! herein reflect o"r "!'ment at this !ate an! are s"bect to chan'e witho"t notice. This reort is forinformation onl&. *t is not to be constr"e! as an offer% or solicitation of an offer to sell or b"& an& sec"rities. +e accet no liabilit& for an&loss arisin' from the "se of this !oc"ment. +e or o"r associates ma& ha#e an interest in the comanies mentione! therein.

ec"rities oman& =imite! (IJ) is a wholl&-owne! s"bsi!iar& of The iam ommercial an "blic oman& =imite! (IJ). n&information relate! to is for sector comarison "roses.

This !oc"ment is reare! b& ec"rities oman& =imite! (IJ) which is wholl&-owne! b& The iam ommercial an "blic oman&=imite! (IJ). has acte! as a oint financial a!#isor of mata A "blic oman& =imite!. has acte! as oint-lea! "n!erwriter ofmata A "blic oman& =imite!. n& oinions% news% research% anal&ses% rices% statements% forecasts% roections an!5or otherinformation containe! in this !oc"ment (the I*nformationJ) is ro#i!e! as 'eneral information "roses onl&% an! shall not be constr"e! asin!i#i!"aliLe! recommen!ation of an offer to b"& or sell or the solicitation of an offer to b"& or sell an& sec"rities. an!5or its !irectors%officers an! emlo&ees shall not be liable for an& !irect% in!irect% inci!ental% secial or conseG"ential loss or !ama'e% res"ltin' from the "seof or reliance on the *nformation% incl"!in' witho"t limitation to% !ama'es for loss of rofits. The in#estors shall "se the *nformation inassociation with other information an! oinion% incl"!in' their own "!'ment in main' in#estment !ecision. The *nformation is obtaine!from so"rces belie#e! to be reliable% an! cannot '"arantee the acc"rac&% comleteness an!5or correctness of the *nformation.  

reser#es the ri'ht to mo!if& the *nformation from time to time witho"t notice an! in its sole !iscretion. This !oc"ment is !eli#ere! tointen!e! reciient(s) onl& an! is not ermitte! to rero!"ce% retransmit% !isseminate% sell% !istrib"te% re"blish% circ"late or commerciall&exloit the *nformation in an& manner witho"t the rior written consent of

 

This !oc"ment is reare! b& ec"rities oman& =imite! (IJ) which is wholl&-owne! b& The iam ommercial an "blic oman&=imite! (IJ). has acte! as financial a!#isor of +$ ororation "blic oman& =imite!. n& oinions% news% research% anal&ses%rices% statements% forecasts% roections an!5or other information containe! in this !oc"ment (the I*nformationJ) is ro#i!e! as 'eneralinformation "roses onl&% an! shall not be constr"e! as in!i#i!"aliLe! recommen!ation of an offer to b"& or sell or the solicitation of anoffer to b"& or sell an& sec"rities. an!5or its !irectors% officers an! emlo&ees shall not be liable for an& !irect% in!irect% inci!ental%secial or conseG"ential loss or !ama'e% res"ltin' from the "se of or reliance on the *nformation% incl"!in' witho"t limitation to% !ama'esfor loss of rofits. The in#estors shall "se the *nformation in association with other information an! oinion% incl"!in' their own "!'ment inmain' in#estment !ecision. The *nformation is obtaine! from so"rces belie#e! to be reliable% an! cannot '"arantee the acc"rac&%comleteness an!5or correctness of the *nformation.

reser#es the ri'ht to mo!if& the *nformation from time to time witho"t notice an! in its sole !iscretion. This !oc"ment is !eli#ere! tointen!e! reciient(s) onl& an! is not ermitte! to rero!"ce% retransmit% !isseminate% sell% !istrib"te% re"blish% circ"late or commerciall&

exloit the *nformation in an& manner witho"t the rior written consent of

T ,>; / *% >% >>% >T%=% ,*T% % =% TT% TT% TTD% C$% ,;T% % D% ;*$% T% T*% T$*% T*?% T*?% T,% T?% T*=% T;