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Equity News
Jul 22 2008 8:14AM
Thai stocks seen down, SCB, DTAC, Siam Cement in focus
    BANGKOK, July 22 (Reuters) - Thai stocks are expected to open 
lower on Tuesday, weighed down by weaker overseas markets while 
investors digest second quarter results from several key 
companies, analysts said. 
    Shares in Siam Commercial Bank <SCB.BK> could rise after it 
reported a higher-than-expected net profit on Monday. Mobile 
phone operator Total Access Communication <DTAC.BK> may fall 
after it reported results below analysts' forecasts. 
    Thailand's prolonged political uncertainty continued to weigh 
on market sentiment, analysts said. 
    "There is no progress. Our political picture is not clearer 
and we will continue to see selling by foreign funds," a dealer 
at BT Securities said. 
    Foreigners have sold Thai shares worth a net 81.6 billion 
baht ($2.45 billion) so far this year. 
    Support on the main index <.SETI> was expected at 678-682 
points and resistance at 691 points, the analysts said. 
    On Monday, the benchmark SET index rose 3.43 percent to 
687.30 points after nearing an 18-month low on Friday. Click 
[TH/TRADING01] for cumulative trading value by investor type. 
----------------------MARKET SNAPSHOT @ 0114 GMT ------------ 
                    INSTRUMENT   LAST       PCT CHG   NET CHG 
S&P 500             <.SPX>       1260        -0.05%    -0.680 
USD/JPY             <JPY=>       106.4       -0.01%    -0.010 
10-YR US TSY YLD    <US10YT=RR>  4.0515          --     0.012 
SPOT GOLD           <XAU=>       967.85       0.26%     2.550 
US CRUDE            <CLc1>       130.37      -0.51%    -0.700 
DOW JONES           <.DJI>       11467.34    -0.25%    -29.23 
ASIA ADRS           <.BKAS>      145.73       0.94%      1.35 
------------------------------------------------------------- 
MARKET SUMMARY 
> Oil rises as Dolly threatens Gulf of Mexico              [O/R] 
> US STOCKS-Stocks slip on oil, drugs; Apple, Amex drop late[.N] 
> FOREX-Dollar steady but capped by financial concerns    [USD/] 
> TREASURIES-Bonds firm late as stocks turn negative       [US/] 
> Gold extends gains on dlr, platinum near 2-mth low      [GOL/] 
    STOCKS AND FACTORS TO WATCH 
    - Siam Cement <SCC.BK> 
    Thailand's biggest industrial conglomerate is expected to 
report a small 2.7 percent rise in second-quarter operating 
earnings on Wednesday as higher energy and raw material costs 
capped profits. [ID:nBKK216014] 
    - Siam Commercial Bank PCL 
    Thailand's third-largest bank by assets reported a 35 percent 
rise in quarterly net profit, higher than expectations, helped by 
fatter net margins and strong fee income. [ID:nSP336412] 
    - Total Access Communication PCL 
    The country's second-largest mobile phone operator said its 
second-quarter net profit nearly tripled due to a one-off gain, 
although it was slightly below analysts' forecasts. 
    The company also cut its 2008 revenue growth forecast. 
[ID:nBKK35740] 
    - BankThai <BT.BK> 
    BankThai, 42 percent owned by a consortium led by U.S. 
private equity fund TPG Newbridge [TPG.UL], reported a net profit 
of 214 million baht in the second quarter against a net loss of 
514 million baht a year earlier. [ID:nBKK12495] 
    - Bank of Ayudhya <BAY.BK> 
    Thailand's fifth-largest lender, 35 percent owned by a unit 
of General Electric <GE.N>, said it expected lending to rise 26 
percent in 2008 from last year due to a merger with GE's Thai 
auto hire purchase unit. [ID:nBKK159418] 
    - Thailand's economy is expected to grow 5.3-5.5 percent in 
the third and fourth quarters from a year earlier after an 
estimated 5.8 percent in the second quarter, a senior Finance 
Ministry official said. [ID:nBKK135461] 
    - For the Thai press digest click on [ID:nBKK290474] 
    - For Thailand's IPO diary click on <TH/IPOMENU> 
    - For Thailand's stock exchange news click on [TH-SET] 
    - For Thailand corporate earnings: [TH-RES-RTRS] 
    - For Thailand economic forecast: [POLL-ECI-TH-RTRS] 
 ($1=33.33 Baht) 
 (Reporting by Arada Therdthammakun; Editing by Darren 
Schuettler) 
 (([email protected]; +662 648 9732, Reuters 
Messaging: [email protected])) 
 FINDING REUTERS DATA - For details about the shareholders and 
institutional investors in a listed company, Reuters 3000 Xtra 
users can right-click on any RIC in a story and select "Related 
Company Data". 
    On the "Company Views" page that pops up, move your cursor 
over the "Ownership" tab and select either Insider, Institutional 
or Mutual Funds. 
    For Insiders, the pages indicate the number of shares held 
and well as the percentage of total shares held as well as market 
value and last update. 
    For Institutional Investors and Mutual Funds, the page also 
indicates what percentage of the fund's assets are invested in 
the stock. 
    To export the data to Excel, click on the Excel link at the 
top left. 
    * ASIA-PACIFIC STOCK MARKETS: 
 Pan-Asia........[STXNEWS/AS] Japan.......[.T]   S.Korea...[.KS] 
 S.E. Asia.......[.SO]        Hong Kong...[.HK]  Taiwan....[.TW] 
 Australia/NZ....[.AX]        India.......[.BO]  China.....[.SS] 
    * OTHER MARKETS: 
 Wall Street ....[.N]        Gold .......[GOL/] Currency..[FRX/] 
 Eurostocks.....[.EU]         Oil ........[O/R] JP bonds...[JP/] 
 ADR Report .....[ADR/]      LME metals.[MET/L] US bonds.. [US/] 
 Stocks News US..[STXNEWS/US] Stocks News Europe    [STXNEWS/EU] 
    * DIARIES & DATA: 
 IPO diary & data  <TH/IPOMENU>  Asia earnings diary [ASIA/EQTY] 
 U.S. earnings diary  [RESF/US]  European diary       [WEU/EQTY] 
 Thailand diary      [TH/DIARY]  Wall Street Week Ahead   [.N/O] 
 Eurostocks Week Ahead  [.EU/O] 
    * TOP NEWS: 
    For top Asian company news, double click on:       [nTOPEQA] 
 U.S. company news    [TOP/EQU]  European company news [TOP/EQE] 
 Forex news           [TOP/FRX]  Global Economy news [TOP/MACRO] 
 Technology news     [TOP/TECH]  Telecoms news       [TOP/TELCO] 
 Media news         [TOP/MEDIA]  Banking news          [TOP/FIN] 
 Politics/General news  [TOP/G]  Asia Macro data     <ASIATODAY> 
 A multimedia version of Reuters Top News is available at: 
 http://topnews.session.rservices.com 
    * LIVE PRICES & DATA: 
 World Stocks          <0#.INDEX>  Currency rates  <EFX=> <NFX=> 
 Dow Jones/NASDAQ  <.DJI> <.IXIC>  Nikkei                <.N225> 
 FTSE 100                 <.FTSE>  Debt     <0#USBMK=> <EURIBOR> 
 Thai baht                 <THB=>  LME price overview    <RING=> 
Keywords: MARKET THAILAND/STOCKS 
  Source:   

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