BNP百富勤：泰国证券市场投资策略报告2009年6月

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Thailand’s secure financial situation has enabled it to weather the storm
in spite of economic and political challenges. With fiscal stimulus and low
interest rates, the economy should see a recovery going into 2010 – we
project 3.8% GDP growth.
Although the current administration has been in office for only six
months, it has quickly gained credibility, both domestically and
internationally – although coalition governments in Thailand’s modern
political history have never had an easy ride.
Strong management execution is the key to success for Thai corporates
and it will continue to be. In this very special roadshow to the US and the
UK, we showcase Advanced Info Service, Bangkok Bank, Banpu, Khon Kaen
Sugar, PTTEP, PTT, Thai Airways, Thai Tap Water and Thai Union Frozen.
Contents
Welcome letter ............................................................................................................. 3
1. Deputy Finance Minister 3
2. President of The Stock Exchange of Thailand 4
3. Managing Director of Thanachart Securities 5
4. Global Head of Equities and Derivatives, Asia Pacific, BNP Paribas Securities Asia Ltd. 6
List of participants ......................................................................................................... 7
Corporate participants .................................................................................................. 8
1. 25 June – Boston 8
2. 26 June – New York 9
3. 29-30 June – London 10
Conference venue ...................................................................................................... 11
Overview...................................................................................................................... 12
Company profiles ...................................................................................................... 13
1. Advanced Info Service – BUY; CP: THB86.25; TP: THB100.00 14
2. Bangkok Bank – BUY; CP: THB101.00; TP: THB110.00 18
3. Banpu – BUY; CP: THB336.00; TP: THB420.00 22
4. Khon Kaen Sugar Industry – BUY; CP: THB9.20; TP: THB10.00 26
5. PTT – BUY; CP: THB234.00; TP: THB294.00 (from THB220.00) 30
6. PTTEP – REDUCE; CP: THB132.00; TP: THB105.00 34
7. Thai Airways – BUY; CP: THB12.90; TP: THB16.50 38
8. Thai Tap Water Supply – BUY; CP: THB4.08; TP: THB5.60 42
9. Thai Union Frozen Products – HOLD; CP: THB23.90; TP: THB23.00 46
Executive profiles ..................................................................................................... 50
1. Ministry of Finance 51
2. Stock Exchange of Thailand 52
3. Thanachart Securities 53
4. BNP Paribas Securities 55
Corporate – Executive profiles ................................................................................. 56

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