|
|
|
|
|
|
|
|
FOCUS
e-Newsletter
|
|
|
|
An online publication that highlights trading numbers and key announcements over the past week.
24 Feb 2020
|
|
|
|
|
|
|
|
|
|
|
|
Week's Top Volume
|
|
|
|
Name
|
Volume
|
|
AusGroup^
|
417,735,500
|
|
Rex Intl
|
325,687,000
|
|
Medtecs Intl
|
221,549,200
|
|
Trendlines
|
176,586,900
|
|
IPS Securex
|
156,730,900
|
|
Week's Top Turnover
|
|
|
|
Name
|
Turnover
|
|
DBS
|
488,863,330
|
|
Singtel
|
411,791,237
|
|
UOB
|
287,850,141
|
|
ComfortDelGro
|
209,864,435
|
|
Ascendas Reit
|
202,072,039
|
|
Week Top Gainer
|
|
|
|
Name
|
Price
|
Change
|
|
NY09100H 240901
|
106.000
|
16.0000
|
|
GLD US$
|
153.620
|
5.2900
|
|
NZ16100X 360801
|
104.500
|
3.7000
|
|
NA12100N 420401
|
114.500
|
1.0000
|
|
VICOM
|
8.500
|
0.3400
|
|
|
|
|
Note: Weekly movement as at 21 Feb 2020
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Hyflux
Utico Confirms To SIAS That PNP Will Receive Soft Landing If IPO delayed.
|
|
|
|
Utico confirms that the statement made at the town hall, that if the company lists beyond 2 years, it will consider a soft landing for PNP, if it serves the larger good and get the scheme passed and closed by April 2020. However, this can be assessed only after the PNP holders vote for option 1 or 2 as offered by Utico for the past 7-8 months...
|
|
|
|
|
|
|
|
|
|
Rex
Subsidiary Achieves Successful Oil Flow From Yumna 1 Well In Oman.
|
|
|
|
Masirah Oil Limited has completed the Yumna 1 well and flowed first oil into the Aframax tanker. The well was spudded on 26 December 2019 and is located in Block 50, 30km offshore east Oman. The well came in as prognosed and confirms the updated reservoir model. The Yumna 1 well has tested at a production rate of 11,843 stock tank barrels of oil per day through a 1 inch choke, with a crude oil gravity of 42 degrees API. The Yumna Field is being further appraised with an extended early production test...
|
|
|
|
|
|
|
|
|
|
|
LMIR Trust
4Q 2019 DPU Buoyed By Stable Rupiah & Effective Cost Management Initiatives.
|
|
|
|
4Q DPU jumps 73.3% while YoY improved by 8.8%. Healthy portfolio occupancy of 91.5% against industry average of 81.1%...
|
|
|
|
|
|
|
|
|
|
|
Eagle Hospitality Trust
Reports Distributable Income Of US$30.4 Million In 2019 Since Listing.
|
|
|
|
For the fourth quarter ended 31 December 2019, the REIT generated Distributable Income of US$10.3 million and Distribution per Stapled Security of 1.179 US cents. The portfolio outperformed competition by 3.7% with Revenue per Available Room Index of 103.7% for 2019. The REIT generated DPS of 3.478 US cents since listing on 24 May 2019 to 31 December 2019, representing a 10.9% Annualised Yield based on a closing price of US$0.525 as of 14 February 2020...
|
|
|
|
|
|
|
|
|
|
|
Sasseur REIT
Beats EMA Rental Income & DPU Projections For 2 Consecutive Years.
|
|
|
|
Top-performing China S-REIT for FY 2019, with total return of 52%. EMA rental income (RMB) and DPU exceed IPO projections for two consecutive year since listing. Full-year DPU exceeded projection for FY 2019 by 4.7%. Four outlet malls generated RMB 1.4 billion of sales in 4Q 2019, 3.4% higher than 4Q 2018...
|
|
|
|
|
|
|
|
|
|
|
ARA US Hospitality Trust
Reports Distributable Income Of US$23.9 Million From 9 May 2019, Listing Date, To 31 December 2019.
|
|
|
|
Achieved DPS of 4.21 US cents for FY2019 which translates to an annualized yield of 7.4%. Occupancy remained strong at 77.0%. RevPAR Index of 106.3% reflects superior portfolio performance and quality...
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Week's Top Volume
|
|
|
|
Name
|
Volume
|
|
PWRWELL
|
444,392,000
|
|
XOX
|
395,097,700
|
|
DGB
|
394,010,600
|
|
MYEG
|
334,530,200
|
|
ICON
|
313,453,000
|
|
Week's Top Turnover
|
|
|
|
Name
|
Turnover
|
|
MYEG
|
425,846,897
|
|
TOPGLOV
|
323,767,262
|
|
PBBANK
|
295,842,566
|
|
MAYBANK
|
254,926,801
|
|
TENAGA
|
205,586,774
|
|
Week Top Gainer
|
|
|
|
Name
|
Price
|
Change
|
|
DLADY
|
45.780
|
4.2800
|
|
CARLSBG
|
38.940
|
2.9400
|
|
BAT
|
14.340
|
2.5400
|
|
AJI
|
15.980
|
1.7200
|
|
HEIM
|
31.040
|
1.5600
|
|
|
|
|
Note: Weekly movement as at 21 Feb 2020
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Week's Top Volume
|
|
|
|
Name
|
Volume
|
|
TMB
|
1,087,841,400
|
|
BAM
|
925,978,000
|
|
BEAUTY
|
866,405,200
|
|
IRPC
|
728,862,100
|
|
TRUE
|
451,496,700
|
|
Week's Top Turnover
|
|
|
|
Name
|
Turnover
|
|
BAM
|
26,631,295,775
|
|
AOT
|
23,788,678,775
|
|
SCB
|
10,827,709,750
|
|
PTT
|
10,200,213,375
|
|
CRC
|
9,171,647,600
|
|
Week Top Gainer
|
|
|
|
Name
|
Price
|
Change
|
|
ADVANC
|
211.000
|
7.0000
|
|
KWC
|
282.000
|
7.0000
|
|
BFIT
|
41.750
|
6.2500
|
|
INTUCH
|
59.250
|
4.2500
|
|
CSR
|
71.750
|
3.7500
|
|
|
|
|
Note: Weekly movement as at 21 Feb 2020
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
FPT
Frasers Property Thailand Held an Analyst Meeting to Announce Q1/2020 Performance
|
|
|
|
Mr. Sopon Racharaksa, President of Frasers Property (Thailand) Public Company Limited or "FPT, a leading provider of integrated real estate platform, recently held an analyst meeting, “Frasers Property Thailand Corporate Day 2020”, to announce its performance of the first quarter, 1 October to 31 December 2019.
|
|
|
|
|
|
|
|
|
|
|
FPT
Frasers Property Thailand and Mitsui Fudosan commence the development of large-scale integrated logistics park in the EEC
|
|
|
|
Frasers Property (Thailand) Public Company Limited (“FPT”), a leading provider of integrated real estate platform, has entered into a joint venture with Mitsui Fudosan Asia (Thailand) Co., Ltd. (“MF”), Japan’s largest real estate developer, to develop an integrated logistics park in Bangpakong, Thailand. FPT and MF will hold 51% and 49% stakes in the joint venture respectively.
|
|
|
|
|
|
|
|
|
|
|
GPSC
GPSC to invest 1.1 billion baht developing the first semi-solid battery pilot plant in Thailand, expecting commercial operation within 2020.
|
|
|
|
GPSC has signed a contract with Thai Takasago Co., Ltd., Japanese Construction Company, to develop the first semi solid lithium ion battery plant in Thailand on 12-rai land plot in Map Ta Phut Industrial Estate with total investment of 1.1 billion baht. The construction with the total capacity of 30 megawatt-hour (MWh) is due to complete and commence commercial operation by the end of this year.
|
|
|
|
|
|
|
|
|
|
|
DTC
Dusit International partners with Metro Pacific Investments Corporation for hospitality and real estate venture in the Philippines
|
|
|
|
International, one of Thailand’s leading hotel and property development companies, has signed an investment agreement with major Filipino infrastructure holding company Metro Pacific Investments Corporation (MPIC) to jointly develop and manage hospitality and residential properties in the Philippines.
|
|
|
|
|
|
|
|
|
|
|
TTA
Pizza Hut Launches its “Buy 1 Get 3 Free” - Amazing Sales Promotion of the Year
|
|
|
|
Pizza Hut, operated by PH Capital, has recently launched its amazing sales promotion campaign “Buy 1 Get 3 Free”. Customers will only pay for Seafood or Supreme pizza and they are allowed to get three of favorite menus for FREE!
|
|
|
|
|
|
|
|
|
|
|
TTA
Pizza Hut Supports Medical Staff to Fight COVID-19
|
|
|
|
Pizza Hut 1150, operated by PH Capital, takes a supporting role in promoting well-being and health care among Thais, led by Mr. Wuthichai Ratanasumawongs (second from left), General Manager of PH Capital Co., Ltd, recently presented various menus of Pizza Hut to Dr. Preecha Prempree (center), Deputy Director- General of Department of Disease Control for distributing them to the medical team and staff who have treated COVID-19 patients
|
|
|
|
|
|
|
|
|
|
|
TU
Thai Union Group Reports Gross Profit of THB 20.1 billion in 2019
|
|
|
|
Thai Union Group Public PCL. announced a normalized net profit of THB 5,218 million in fiscal year 2019 (FY2019), an increase of 0.5 percent year-on-year. The reported net profit after special items was THB 3,816 million. With this profitability improvement, Thai Union revealed a 6.4 percent gross profit increase to THB 20.1 billion.
|
|
|
|
|
|
|
|
|
|
|
WHAUP
WHAUP and PEA joint project on Smart Energy in Industrial Estates
|
|
|
|
WHA Utilities & Power Public Company Limited (WHAUP) emphasizes its leadership in providing utilities and power services in industrial estates with its new partnership with the Provincial Electricity Authority (PEA). Together, the parties will study and implement the pilot project under Smart Energy concept including Smart Microgrid, Peer-to-Peer Energy Trading, Energy Storage and other innovative energy solutions in WHA Group industrial estates,
|
|
|
|
|
|
|
|
|
|
|
WHAUP
WHA Group Renews Chonburi FC Sponsorship for 13th Consecutive Year
|
|
|
|
WHA Group recently renewed its sponsorship of Chonburi FC for the 13th straight year. The long-term support embodies WHA’s strong commitment to communities around its industrial estates, by promoting sustainable youth development through sports.
|
|
|
|
|
|
|
|
|
|
|
BTS
BTS GROUP ANNOUNCES OUTSTANDING 3Q 19/20 NET PROFIT GROWTH OF 107% YoY TO 2,460 MILLION BAHT
|
|
|
|
BTS Group Holdings Public Company Limited (BTS Group) posted an outstanding set of financial results for 3Q 2019/20. Net profit grew a remarkable 107% YoY to 2,460 million baht, largely reinforced by improved performances in its Mass Transit and Media businesses as well as higher share of net profit from its associate, U City Public Company Limited following a gain of 1,118 million baht from the sale of Mo Chit Land. In 3Q 2019/20, recurring net profit also soared by 143% YoY to 2,378 million baht.
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Carabao Group Public Company Limited (CBG)
Carabao Tawandang Company is a joint venture along with German Tawandang Brewery Restaurant. The major shareholders include Mr. Sathien Setthasit, Ms. Nutchamai Thanombooncharoen and Mr. Yuenyong Opakul or Aed Carabao, the founder and lead singer of Carabao, the Thai Song-for-life band and one of the most successful Thai band of all time.
|
|
|
|
Historical Price Data
|
|
Date
|
Open
|
High
|
Low
|
Close
|
Volume
|
Volume (Baht)
|
|
21/02/2020
|
87.00
|
87.00
|
82.00
|
83.00
|
12,116,600
|
1,010,611,525
|
|
20/02/2020
|
91.50
|
91.50
|
87.00
|
87.50
|
3,614,000
|
319,842,975
|
|
19/02/2020
|
90.25
|
91.25
|
88.00
|
89.25
|
2,585,100
|
231,228,600
|
|
18/02/2020
|
91.00
|
92.50
|
89.75
|
90.00
|
1,985,500
|
180,291,800
|
|
17/02/2020
|
92.25
|
92.75
|
89.75
|
91.00
|
3,264,200
|
296,750,300
|
|
|
|
|
|
Fundamentals
|
EPS (฿) a
-
|
Rolling EPS (฿) e
-
|
NAV (฿) b
-
|
Issued & Paid-up Shares c
1,000,000,000.00 Baht
|
PE
33.11
|
P/BV
10.68
|
Price / NAV b
-
|
Par Value (฿)
1.00 Baht
|
Dividend Yield (%) d
0.96
|
52 Weeks High
94.00
|
Cash Value (฿) g
-
|
Market Cap (M. Baht)
83,000.00
|
Dividend (฿) d
-
|
52 Weeks Low
49.50
|
Price / Cash Value g
-
|
Stock Categories
Food & Beverage
|
|
|
|
|
|
|
a
|
|
Based on latest Full Year results announcement, adjusted for the current number of shares.
|
|
b
|
|
Based on latest results announcement (Full Year, Half Year or Interim), adjusted for the current number of shares.
|
|
c
|
|
Rounded to the nearest thousand. Updated on 21/02/2020.
|
|
d
|
|
Dividend is based on latest Full Year results announcement, adjusted for current number of shares and excludes special dividend.
|
|
e
|
|
Summation of the earnings from the latest 4 Quarter (or 2 Half Year) results announcement, adjusted for the current number of shares.
|
|
f
|
|
Based on rolling EPS
|
|
g
|
|
Based on latest results announcement (Full Year, Half Year or Interim), adjusted for the current number of shares. Cash value does not include bank loans or other borrowings.
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
SPRC
- AM
February 24, 2020
Renaissance Bangkok Ratchaprasong Hotel
|
PTT
- AM
February 24, 2020
PTT Head Office Building
|
GGC
- AM
February 24, 2020
Enco C Building
|
BCP
- AM
February 25, 2020
Bangchak Corporation HQ M Tower
|
A
- EGM
February 25, 2020
Crystal Design Center
|
ERW
- AM
February 25, 2020
Mercure & ibis Sukhumvit 24
|
TOP
- AM
February 25, 2020
Centara Grand at Central Plaza Hotel
|
PTTGC
- AM
February 26, 2020
The Synergy Hall , Enco C Building
|
BDMS
- AM
February 27, 2020
Bangkok Hospital
|
TTW
- AM
February 27, 2020
Grand Hyatt Erawan Bangkok
|
EGCO
- AM
February 27, 2020
The Okura Prestige Bangkok
|
RATCH
- AM
February 27, 2020
RATCH Group Public Company Limited
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Disclaimer:
Although every reasonable care has been taken to ensure the accuracy and objectivity of the information contained in this publication, neither the publishers, authors and their employees and agents can be held liable for any errors, inaccuracies and/or omissions, howsoever caused. We shall not be liable for any actions taken based on the views expressed, or information provided within this publication. Information within this publication should not be taken or construed as an offer of, or the giving of, advice to buy or sell securities. The publishers, its associated companies and their officers, directors, employees may own or may have owned or have positions in the securities mentioned or reported in this publication, and may from time to time, add on to or dispose such securities. You should always seek your own professional advice from the appropriate advisor or institution. No part of this publication may be reproduced, stored, transmitted in any form of by any means without the permission of the Publisher.
|
|
|
|
|
|
|
|
|
