User s Guide

Transcription

1 User s Guide 1. Components In Web Page 2. What s in Homepage. 3. Menu After Sign In 4. Menu: My Account 5. Menu: Market & Information 6. Menu: Stock 7. Menu: News 8. Menu: Research 9. Menu: Listed Company 10.Menu: X-Calendar 11.Menu International Information 12.Menu: Chatroom 13..Menu: Trading 14.Menu: Symbol Lookup 15.How to Install Internet Trading Program -- (i)trade 16.How to Install Chat

2 Components in Web Page HEADER MENU CONTENT FOOTER

3

4

5 What s in Homepage

6 Part 1 Main Menu Product & Services Equity Sales Investment Bangking Research Open Account About Us Company Profile Board of Director Major Shareholders Annual Report Corporate Governance Media Center Careers Part 2 Quick Link Research Research Research : Research For member only.

7 Part 3 Client Login / Sign In to Website For Customer Client Login Username : Input Username Password : Input Password Click Go to sign in Forgot Password Username : Input Username Citizen ID : Input Citizen ID Input your When you click OK, your password will be sent to you via your . For New Customer After you received account opening reply document from Adkinson (mailing address), use Ref1 and Ref2 to Activate User on web. Activate User New customer gets username and password for Sign in Website. Ref1 : Your Account ID Ref2 : Your Citizen ID , that you register adkinson account When you click OK, your password will be sent to you via your . Chick Help for Activate information. When your receive password, you can use it sign in immediately. Part 4 World Index Part 5 Gold Price

8 Menu After Sign In Part 1 Main Menu Product & Services Equity Sales Investment Banking Research Open Account About Us Company Profile Board of Director Major Shareholders Annual Report Corporate Governance Careers

9 My Account My Information : User s information. Change Username : Change Password : Change Pincode : Pincode is for Buy/Sell Buy/Sell Stock : Send order (For Internet Trading Account only) View Order : Order s Today Portfolio : current stocks in you account Market & Information Index & Market Summary : Sectorial Indices : Top 20 : Active, Volatile, Gainers, Losers, Sell,Buy Volume by Investor Type : Value of Trading by Investor Broker Reconcile : Ranking by Broker Stock Quote Stock Quote : Price Summary : History Quotes : Company Profile : Board of Director : Major Shareholder : Company News : Financial Statement : Balance / Income / Cash flow / Outstanding / Ratio Form 56-1 : download Form 56-1 from SET News Today News : Intra News from Market Archive News : Company News by day

10 Research ( Thai / English / Chinese ) Daily Report : Monthly Report : Company Report : Sector Report : Special Report : Sec Report from Securities and Exchange Commission, Thailand. Report 56-1 : Report 59-2 : Report : Turnover List : Free Float : X-Calendar Monthly : Industry : International Information World Indices : Crude Oil Prices : Exchanges Rate : Chatroom : Chat with Research Team Trading : Internet Trading Applications

11 Menu : My Account My Information User information (Name, Type, Status, Account ID, Address, Credit etc.) Change Username Username : Input current username New Username : Input new username ( A-Z, a-z or 0-9 in 6-10 characters long such as abcdef,123456) Retype Name : retype new username again Click OK to Confirm Username Changing. Change Password Old Password : Input old password New Password : Input new password (combined with A-Z, a-z and 0-9 in 8-10 characters long such as abc123456, 1234A4321) Retype New Password : retype new password again Click OK to Confirm Password Changing Change Pincode Old Pin Code : Input old Pin Code New Pin Code : Input new Pin Code (A-Z, a-z or 0-9 in 4-10 characters long such as abcd, 1234 ) Retype New Pin Code : type new Pin code again Click OK to Confirm PIN Code Changing

12 Buy/Sell Stock (for Internet Trading Account only) Side : Select Buy (Pink background) or Sell (Blue Backgroung) Symbol : Input Stock Symbol Volume : Price : key Price or ATO/ATC) NVDR : check for ThaiNVDR Pin Code : Input your Pin Code Send : Click to send order

13 View Order Item : order by Send date/time OrderNo : Click for View Order detail. Side : Buy/Sell Symbol : Stock Symbol Volume : Price : order Price Match : Matched Volume Status : order status - Pending : Wait for send to market - Open: Sent market and wait for Matching. // or Partial Match. - Match: Full Match - Reject: Canceled order from market. Click link reject code for show Description. - Cancel: Canceled Order by user. TrustNo : TrustNo : TTF or NVDR Time : Updated Time Action : You can see cancel link if status is not Match. Remark : - Link Reject Code Show Description of Reject Code. -* internet Order -# Advance Order (before market open.)

14 Portfolio EE : Excess Equity = EQ-MR EQ : Equity MR : Margin Requirement CRL : Credit Line CB : Credit Balance DEBT : Debt Buy Limited : LMV : Long Market Value LMVm : (LMV * MM)/100 Buy : Buy Value for Today Sell : Sell Value for Today Net : Sell - Buy: Item : order by Stock Symbol Symbol : No. of Share : Sellable Shares : Avg. Price : Average Price Avg. Cost : Average Cost (Avg. Price x Shares) Market Price : Current Price Market Value : Current Value (Market Price x Shares) Profit /Loss : Avg Cost Maket Value Remark: Price unit in THB, Not include commission and tax

15 Index & Market Summary Real time data from SET Menu : Market & Information Sectorial Indices Select Sector for view information.

16 Top 20 Display 20 Ranking of Stocks. Most Active : order by Total (Buy/Sell) Value Most Volatile : order by % swing Top Gainers : order % Change - positive Top Loser : order % Change - Negative Top Sell : order by Total Sell Value Top Buy : order by Total Buy Value

17 Volume by Investor Type Display Total Value of Trading by Investor. Select Date and then Click Go to View Data. Broker Reconcile Display Ranking of Brokers order by Total Value (Buy/Sell). - Click at Title Column Ranking will be ordered by title column. - Select date and Market Type, then click Go to view data.

18 Menu : Stock Stock Quote : Display Real time Data from Market. Key Stock symbol, then click Go. You can click at Symbol lookup to find Stock Symbol. Price Summary : Display intraday summary stock price. Key Stock symbol, then click Go. You can click at Symbol lookup to find Stock Symbol.

19 History Quotes : Display stock history. Key Stock symbol, then click Go. You can click at Symbol lookup to find Stock Symbol. Company Profile : Key symbol and then click GO to view Company Profile. You can find symbol by using Symbol Lookup.

20 Board of Director : Key Symbol and then click GO to view data. You can find symbol by using Symbol Lookup. Major Shareholder : Key symbol and then click GO to view data. You can find symbol by using Symbol Lookup.

21 Company News : Key symbol and then click GO to view data. You can find symbol by using Symbol Lookup.

22 Financial Statement : Balance Sheet / Income Statement / Outstanding /Cash flow / Ratio Select Conditions to view Data and then Click Go. Enter Symbol Accounting Type : Consolidate / Company Statement Type : -Balance Sheet -Income Statement : Accumulated / Not Accumulated -Cash Flow Statement - Outstanding -Ratio Statement Select Fiscal Year Select Quarter Style : Compare / not Compare Click Go to view Financial Statement. Form 56-1 : download Form 56-1 from SET

23 Menu : News Today News : Present intraday News from Market. Click at News Title to view News Detail. Click Next to go next page / Click Prev to go previous page. Archive News : Company News from Market. Select Date and then Click Go to view Company News. Click at News Title to view News Detail. Post Time : เวลา Symbol : ช อหล กทร พย News Title : ห วข อข าว ( คล กเพ อด รายละเอ ยดของข าว ) Next : หน าถ ดไป

24 Menu : Research Remark: **1. Reading Research need Adobe Acrobat Reader Program. If you can not view Research, please install Adobe Acrobat Reader. **2. There are 3 Language of Research (Thai / English / Chinese), Click at flag on header to switch language. Daily Report : ƒpart 1 Daily Report : select date and click go. ƒpart 2 Hot News : New Research (Thai Language) Remark: Free for non-member after PM. Monthly Report : Monthly Outlook / Yearly Report

25 Company Update : บทว เคราะห รายหล กทร พย Key Symbol and then click Go to view Research. You can find symbol by using Symbol Lookup. Sector Update : select Sector and then click GO to view Research. Special Report : Others Report from Research Team.

26 Menu : X-Calendar Displays information about XD (Excluding Dividend), XR (Excluding Right), XM (Excluding Meeting) and Par Change (PC). Monthly : Prev : Click to go previous month. Next : Click to go next month. Click at symbol to view detail Industry : Type : XD / XM / XR /PC Market: SET / MAI Group: select sector Stock: Input stock symbol Sign Date: Select Date From - To Click GO to view data from condition

27 Menu : International Information World Indices : Crude Oil Prices : Exchanges Rate :

28 Menu : Chatroom Install ChatRoom, if you never install it. ƒ If your computer installed ChatRoom, click at ChatRoom Menu. Below screen will appear. Click Accept. ƒ For opening Chat first time, you have to input Chatname (Name for Display in Chatroom) below screen ƒ Chatname : A-Z, a-z or 0-9 in 1-10 characters long ƒ After input Chatname then click GO for enter to Chatroom

29 No. 1: All online user in Chatroom No. 2: All messages for today Lock/UnLock No2. screen from new coming message Show/Hide warning new coming message Change font On/Off sound for new coming message No. 4: Type your message here No. 5: Research Area No. 6: Display AccountID and chatname No. 7: Show/Hide online Users window / Type message window Show/Hide online Users window Show/Hide Type message window No. 8: Server Connecting Status

30 Menu : Trading Click at Trading menu, the page will show Trading Applications. (i) Trade Display Realtime Ticker, Stock Quote from Market Speed Trade Top BBOs, Stock by Price, Stock in Play, Display Graph, Sell by Time / Price,Stock Information, Most Active, Gainer / Loser, Swing, Best Project Open Price, Best Open-1/2 Price, Ticker, Market indicator, Daily Quotation etc.

31 How to use Symbol Lookup 1. Click at below page will appear 2. Key Condition to find. (partial or full company name, partial or full stock symbol) 3. Then click Search Button to find symbol. Example below screen. 4. If you found symbol, Click at symbol link in Symbol Column, the selected symbol will appear in Symbol box on parent page.

32 How to install Trading Applications (Realtime) (i)trade At browser Menu click Tool. Internet Option Click Security Tab and select Trusted Sites, then click Sites

33 After click Sites Button you will see below screen. Type *.cgsec.co.th and click Add And Unchecked at Require server verification. Click OK to finish setting.

34 Security Setup click custom level Enable ActiveX and Download

35 Go to Trading page and click (i)trade program

36 1. Download ChatRoom Program. How to Install Chatroom 2. Install Chat Program, below screen will appear. Click Next. 3. When below screen will appear, select Everyone.

37 4. Click Next to Confirm Installation. 5. Click Next and wait for Installing Chat. 6. When Installation Complete screen display, you will see below screen. 7. Click Close to finish Installation. Now you are ready to Chat.