http://kelive.kimeng.co.th/kelive/userview/Home.jsp?cntry=TL&lang=enKELive Live Market Analysisen02/03/2012Copyright 2006 Kim Eng Securities(Thailand) Plc.http://kelive.kimeng.co.th/kelive/Images/th/kelive_logo.gifhttp://kelive.kimeng.co.th/kelive/userview/DetailPage.jsp?cntry=TL&lang=en&cat=MI&contId=3829Main issues today Yesterday, the SET Index rose for a third day by +5.31 points and closed at the 1,091.67 level with Bt31.99bn in trading volume. Foreign investors were net buyers of Bt4.952bn.Mayuree Chowvikran Market Insight02/03/2012 10:06:01 AMhttp://kelive.kimeng.co.th/kelive/userview/DetailPage.jsp?cntry=TL&lang=en&cat=MI&contId=3828Headline inflation slowed for a second month The Ministry of Commerce reported January inflation decelerated for a second month to the 10-month low of 3.38% yoy from 3.53% yoy in December and also below our and consensus estimates of 3.40% yoy and 3.45% yoy, respectively. The main relief factor was the return of normal food and necessity product prices after the floods along with moreChaiyachoke Suwisuttangkul Market Insight02/02/2012 2:16:14 PMhttp://kelive.kimeng.co.th/kelive/userview/DetailPage.jsp?cntry=TL&lang=en&cat=MI&contId=3827February 2012 Monthly strategy : In January, the return of the SET index was high above our expectations. On 25 January 2012, the SET closed at the 1,056.01 level, for a return of 3.0% Mtd and lower than the return from the MSCI AP exc. Japan of +8.4% Mtd due to the limited support from internal fundamentals, that only gradually improved after the floods and the unclear deposit - B/E chargesKIMENG ResearchMarket Insight02/02/2012 11:17:34 AMhttp://kelive.kimeng.co.th/kelive/userview/DetailPage.jsp?cntry=TL&lang=en&cat=MI&contId=3826Main issues today Yesterday, the 1,080 level remained strong and the SET moved narrowly before closing at 1086.36 points, up 0.22% dod with Bt23.4bn in trading volume. Foreign investors returned as net buyers in all 3 markets once again with low trading volume.Mayuree Chowvikran Market Insight02/02/2012 9:37:02 AMhttp://kelive.kimeng.co.th/kelive/userview/DetailPage.jsp?cntry=TL&lang=en&cat=MI&contId=3825Economy starts to recover with investment remaining low The Thai economic data in December signalled a recovery as estimated after the floods eased. The economy saw some expansion once again, while some sectors saw a slower dip than November.Chaiyachoke Suwisuttangkul Market Insight02/01/2012 1:43:35 PMhttp://kelive.kimeng.co.th/kelive/userview/DetailPage.jsp?cntry=TL&lang=en&cat=MI&contId=3824Main issues today Yesterday, the high net buys in basket form during the last trading hours supported most big caps, especially in the banking sector as shares jumped significantly and the SET index broke the 1,080 level to close at 1,083.97 points, up +9.26 points or 0.87% dod with Bt26 in trading volume. Foreign investors were however, net sellers in the Thai market for the first time in sixMayuree Chowvikran Market Insight02/01/2012 9:38:38 AMhttp://kelive.kimeng.co.th/kelive/userview/DetailPage.jsp?cntry=TL&lang=en&cat=MI&contId=3823Main issues today Yesterday, the SET dropped by -1.58 points and closed at the 1,074.71 level with Bt28.675bn in trading volume pressured by high profit taking on banking shares. Foreign investors continued as net buyers for a fifth day, even though some profit taking was seen in the SET50 Futures and bond markets.Mayuree Chowvikran Market Insight01/31/2012 9:48:29 AMhttp://kelive.kimeng.co.th/kelive/userview/DetailPage.jsp?cntry=TL&lang=en&cat=MI&contId=3822Main issues today On Friday, the SET rose significantly by +7.75 points and broke the 1,070 resistance level to close at 1,076.29 points with Bt27.733bn in trading volume driven by the high foreign investor speculation on big caps of Bt4.236bn.Mayuree Chowvikran Market Insight01/30/2012 9:41:20 AMhttp://kelive.kimeng.co.th/kelive/userview/DetailPage.jsp?cntry=TL&lang=en&cat=MI&contId=3821Main issues today Yesterday, the SET rose as much as +1.21% dod and closed at 1068.54 points with Bt24.9bn in trading volume after the FED signalled a more open monetary policy with the possibility of a QE#3 launch, which helped return capital back to emerging markets. Foreign investors were net buyers in all 3 Thai markets for a second day.Mayuree Chowvikran Market Insight01/27/2012 9:59:30 AMhttp://kelive.kimeng.co.th/kelive/userview/DetailPage.jsp?cntry=TL&lang=en&cat=MI&contId=3820BoT cuts policy rate for a second time, inline with estimates At yesterday?s MPC meeting, the vote to cut the policy rate by 25 bps to 3.0% was unanimous, inline with market estimates. The main factor for the rate cut was the low economic expansion. The BoT has signalled a riskier economic downtrend with a possibility of a major EU recession this year. Even though the business confidence indexChaiyachoke Suwisuttangkul Market Insight01/26/2012 2:31:20 PM