CCET
	CIRKIT
	DELTA
	HANA
	KCE
	KRP
	SVI
	TEAM

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Sector Focus

• Thai electronics update : Global IC recovery continues in November (7 Jan 2003)
• Thai Electronics update : Global IC spending rises 2.1% mom in August (8 Oct 2002)
• Thai Electronic : Global semiconductor industry shows slight improvement in July (5 Sep 2002)
• Thai Electronic : Despite many negative factors, spending growth in Asia is long-term positive (2 Jul 2002)
• Thai Electronic update : Down but far from out (6 Jun 2002)
• Thai Semiconductor Update : IC spending rebounds in March (8 May 2002)
• Electronics Sectors : All-round improvement for 1Q02 (29 Apr 2002)
• Electronic Sector : On track for 2H02 earnings recovery (2 Apr 2002)
• Electronic Sector : Turnaround on the cards for Thai tech stocks (7 Mar 2002)
• Electornic Sector : Evidence of industry recovery mounts (3 Jan 2002)
• HP-Compaq merger offers benefits to Thai electronics companies (5 Sep 2001)
• Electronic Sector : Use any pullback in HANA and KCE as an opportunity to BUY (14 Jun 2001)
• Semi-Conductor : Asian chip sales buck the trend (6 Jun 2001)
• Semi-Conductor : Global chip sales fall in March (9 May 2001)
• Thai electronic stocks won’t escape industry-wide slowdown (9 Feb 2001)
• Electronics downgraded to SHORT-TERM SELL (29 Jan 2001)
• Semi-Conductor and PCB Stocks Industry Data Updates (8 Dec 2000)
• Thai Electronics Buy Ahead of 3Q’00 Earnings Announcements (7 Nov 2000)
• Semiconductor Stocks Thai Electronics Reality Checks (16 Oct 2000)