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| 1 ԧҤ 2560 | 13:55

ORI ⴹ෨Ǵժǧ ѺҾ鹰ҹ¹ѧԴع

        ORI Դǡ͹ⴹ ѧͺǴժǧ عѡ˭ѧ ҡ ꤡþɡ 200 ҹҷ Q3/60 ǹ 2 Ҵⴴ ѹ駻ա 160-170% ٧ش㹡 ѺǾ鹰ҹ¹ Ũҡع-͡Ԩ 

  Ҥ .Ԩ ; (ORI) ҵͧ 2 ѹԴ ѧҹСȢǴѹԵíع ҹԴǡ 15.20 ҷ ͹ҤҼѹǹҡç·ӡ ŧһԴᴹź 14.70 ҷ Ŵŧ 0.40 ҷ 2.65% ͢ҡһ 170% º 5 ѹ͹
  ORI ͵ж˭ "ͺ ٭͡" ѷ СͺáԨѹѧѾ͹ʶҹբŪкҧ ࢵا෾ҹл
        ١ѡ ١ӧҹ , ١ҷͧ¹ҡҷѡ繫ͧ ,١ҷͧ蹷դͧâ¤ͺ, ١ҷͧҷѡ١ҹ С١ҵҧҵͧѺԴ AEC
  ORI ҵҴ͹ ..58 öӡԺ⵨ҡ 386 ҹҷ 637 ҹҷ 㹻 59 ǹչáӡط٧֧ 172 ҹҷ 95% YoY 
  ORI 鹷ҧʵҧͧ ҵҴ Ҩ âº͵ͧعҧҵԶ֧ 2 Сë͡Ԩ Ǵ ʫഹ ء͹ дѺ 觼 Backlog ͹ ..60 2.5 ҹҷ ٧شѹѺ 5 㹼Сͺѧ 
  ѭҳ ORI çա Դѧҡѷ ԴǾѹԵ " ൷" ѧ ˭ѹѺ 3 ͧ ҫ 49% 4 ѷ Ҥ٧Ҿ 觹ѡͧ ʹշԴ㹷ѹդ þɨҡâ 4 ѷ 200 ҹҷ кѹ֡ 3/60 ǹ ORI Know How ǹ觵Ҵ 
  ҹ ORI СȢǴ عѺѹԵí " ൷ ͻ" NRED ѡ˭ѧ Դ 1 3 ͧ NRED ҫ 49% 4 ѷ¢ͧ ORI 
  ͡ҡ ѷ ѧʹ»չ 1.4 ҹҷ ҡ 1.3 ҹҷ ѧѺἹԴçչ 12 ç Ť 1.8 ҹҷ ҡ 9 ç Ť 1.5 ҹҷ 
  .պ Ԥ к NRED Ы 49% 4 ѷ٧Ҿ 鹨աþɷ 200 ź. Դç 3 觷Ŵ 3Q60 աúѹ֡ѭյǹ ӧʹ ROE ٧͹Ҥ 
  ʹͧѺ .ԡ Ҵ繡þдѺ 212 ź.ҡâ鹢ͧ 4 ѷ 3/2560 駹 ORI աûѺ¡Դç㹻 2560 ֧ʹ㹻չ ǹ˹繼Ũҡ͹·ҧԹѧҢͧ NRED Ф׺˹Ңͧë͡Ԩ Park 24 ѷ backlog ҧչӤѭ 
  駹 ѡǹ˭ͧ 㹪ǧ 3 չ ѷعŢҴعѧ ORI ѷѧʴš ç ͹ҡ з鹧 2 ͡ⴴ ҡʹ͹ҧչӤѭ 
  .պԤ 繤·Ҥ٧ش 17.20 ҷ ФҴѵҡԺⵡطº YoY ٧ش㹡 к㹪ǧ 3 չѷع NRED ŢҴعѧѷ ѷ Ҹ-ҧ-ӵҴҧѷعҨҧҪª ӡعԺѷϡբҴعҡç ѷ ѧʴš ç ͹ҡҹͧ ѷ ҤҸ¡鹨Ҫª¼ŢҴعͧѷع㹪ǧѧ͹
 ORI դʹ㹻繤ҴóѵҡԺⵡ÷٧ Ѻ㹧Ǵ Q2/60 Сȡ͡ʴ çе ǹѧ PARK 24 ҴѵҡԺⵡطº YoY ٧ش㹡 60,61 62 174% ,56% 24% ӴѺ ʶԵ٧شͧ ͡ҡ Backlog ѧ PARK 24 觻á٧֧ 2.53 ҹҷ ҳդ蹤٧ 
  .ѹ ҴҼŻСͺ Q2/60 дբ鹷 QoQ YoY ҡç乷Դʡ«Եоҹ 駹 Դ Q3/60 ԴǤ͹ 4 çŤ 7.4 ѹҹҷ 駺ѷ Backlog ͧѺԺҧͧѺ㹻» 61-62 ǻ 5-6 ѹҹҷ Bloomberg Consensus Ҥ 16.10 ҷ
  .ԡ Ы ѺҤ¡ҧ 2561 16.70 ҷҡ 15.90 ҷ ûѺ鹢ͧдѺ 16.0%, 2.4% 6.7% 㹪ǧ 2560-62 ѧźǡҡõ駺ѷعѺ NRED ҡȭ 4 ѷ Ťŧع 2.15 ѹҹҷ (ORI 51%) 
  .Ź ͹ Ҥ 16.80 ҷ Ы ҴԺ٧ҡ 2-3 բҧ˹ Ҵû 60-61 1.7 ѹҹҷ 164%YoY 2.7 ѹҹҷ 63%YoY ԧʹ͹ 8.8 ѹҹҷ (+179%YoY) 1.36 ҹҷ (+55%YoY) ѧþɨҡâ鹺ѷ 210 ź. Q3/60 мźͧǹ觢Ҵعҡ JV 
         ǹ 2/60 Ҵⴴ Шзӹ 4/60 ͹ Backlog ͧ Park 24 4 çâͧ ORI ҧ ǹû 61 ç˹عҡ͹͹ ҧ稫 Backlog ( Park 24) 9.4 ѹҹҷ Դ 69% ͧҳʹ͹ 
   㹪ǧ 61-62 ռŢҴعҡ JV ͧҡѧҡ͹͹ ORI Management fee Сèҡâ鹷ӹdzẺҤҾ 觨٧鹵Ťç÷ԴŤҡûѺǢͧҤҷԹ
 㹷ҧ෤Ԥ á ǹ˭й 秡 Cut loss ҡ ORI Դӡ 14.30 ҷŧ 
  . йӫ ORI Ѻ 15.00-14.80 ҷ ǵҹ 15.70- 16.50 ҷ , STOP LOSS һԴӡ 14.30 ŧ 
  . й 秡 Ѻ 14.90 ҷ ǵҹ 15.50 ҷ Ѵ 16.00 ҷ , Cut loss 14.50 ҷ

 ҤҷŧҪѾ䫴ҡҤ 17 ҷ Ҩ͡Ѻʹ㨫͹Ҥ ORI 觴͹Ҿ鹰ҹ¹ - Ũҡë͡ԨСع ѺѡŧعŤо㨫ͷҤ ¨ҡǨǧ 30 ѹҹҾҵ鹷ع褹ǹ˭ҳ 14.40-14.50 ҷ

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