|
|
|
|
FOCUS
e-Newsletter
|
|
An online publication that highlights trading numbers and key announcements over the past week.
27 Jul 2020
|
|
|
|
|
|
|
|
|
Week's Top Volume
|
|
|
Name
|
Volume
|
Rex Intl
|
525,638,200
|
Singapore-eDev
|
224,547,000
|
Medtecs Intl
|
222,432,500
|
IX Biopharma
|
184,159,200
|
Golden Agri-Res
|
183,002,283
|
Week's Top Turnover
|
|
|
Name
|
Turnover
|
DBS
|
520,744,384
|
Singtel
|
287,184,485
|
Ascendas Reit
|
282,312,438
|
OCBC Bank
|
251,148,696
|
AEM
|
229,298,235
|
Week Top Gainer
|
|
|
Name
|
Price
|
Change
|
NZ16100X 360801
|
114.000
|
9.0000
|
GLD US$
|
177.920
|
8.5400
|
XT Nifty US$
|
147.380
|
7.6000
|
PTR ADR US$
|
36.630
|
2.4100
|
XT E50 US$
|
58.690
|
1.2900
|
|
|
|
Note: Weekly movement as at 24 Jul 2020
|
|
|
|
|
|
|
|
|
|
|
Ascendas REIT
Total Amount Available For Distribution For 1H FY2020 Grew 3.7% Y-o-Y To S$263.2 Million.
|
|
Total amount available for distribution for the six months ended 30 June 2020 increased by 3.7% year-on-year to S$263.2 million, mainly due to contributions from newly acquired properties in December 2019. 1H FY2020 Distribution per Unit was 7.270 cents taking into consideration the enlarged number of Units in issue after the Rights Issue in December 2019. Portfolio occupancy rate stood at 91.5% as at 30 June 2020 and positive rental reversion of 5.4% was achieved for leases that were renewed in 1H FY2020. Maintained healthy aggregate leverage at 36.1% and a high level of natural hedge for its overseas investments...
|
|
|
|
|
|
First REIT
Posts DPU Of 2.3 Cents For 1H 2020.
|
|
First Real Estate Investment Trust announced a distribution per unit of 2.30 Singapore cents for the half year ended 30 June 2020 compared to 4.30 Singapore cents for the corresponding half year period last year. For the second quarter ended 30 June 2020, the Trust posted DPU of 0.44 Singapore cents compared to 2.15 Singapore cents in the same quarter last year. Income available for distribution for 1H 2020 was S$18.4 million, down 46.0% from S$34.2 million in 1H 2019, while the distributable amount for 2Q 2020 was S$3.5 million...
|
|
|
|
|
|
Suntec REIT
Announces First Half Distributable Income Of S$103.1 Million.
|
|
Suntec REIT reports distributable income from operations of S$103.1 million for the period 1 January to 30 June 2020 which was 12.2% lower than the quarter ended 30 June 2019. Distribution per unit to unitholders was 3.293 cents for 1H 2020. The COVID-19 had significantly affected both the convention and retail businesses, with Suntec Convention being closed from 7 April 2020. The rent assistance granted to tenants at Suntec City Mall and the weakened Australian dollar contributed to the decline in distributable income from operations. Better performance from Suntec City Office, Southgate Complex and contributions from 21 Harris Street and 55 Currie St...
|
|
|
|
|
|
AIMS APAC REIT
Achieves Distributions To Unitholders Of S$14.1 Million For 1Q FY2021.
|
|
Maintains DPU of 2.00 cents for the quarter. Portfolio occupancy increased to 93.6% from 89.4% in the preceding quarter, considerably above industrial average of 89.2%. Conservative leverage at 35.4% as at 30 June 2020 provides ample debt headroom, well below the MAS limit of 50%. Successfully executed 20 new and renewal leases in 1Q FY2021, representing 76,998 sqm, 11.4% of total net lettable area. Long WALE of 4.41 years. Resilient to the impact of COVID-19 with cash balances of S$20.1 million and undrawn committed facilities of S$183.8 million. Weighted average debt maturity stood at 3.1 years on a pro forma basis, with no debt due for refinancing t...
|
|
|
|
|
|
CCT
Registered 2Q 2020 Distributable Income Of S$65.6 Million.
|
|
CapitaLand Commercial Trust reports a distributable income of S$65.6 million for the quarter ended 30 June 2020, 20.4% lower than 2Q 2019. Distribution per unit was 1.69 cents, 23.2% lower year-on-year but 2.4% higher than 1Q 2020 DPU of 1.65 cents. As CCT pays distribution semi-annually, Unitholders can expect to receive their 1H 2020 DPU of 3.34 cents on Friday, 28 August 2020. The books closure date is Monday, 3 August 2020...
|
|
|
|
|
|
OUE Commercial REIT
Reports 1H 2020 Distribution Of S$54.5 Million.
|
|
2Q 2020 net property income increased 23.7% year-on-year to S$50.4 million, due to contribution from the merger with OUE Hospitality Trust in 2019, partially offset by rental rebates to tenants. Positive rental reversions ranging from 6.8% to 14.8% for Singapore office portfolio in 2Q 2020 with committed occupancy of 93.7%. Hospitality segment impacted by COVID-19, but master lease arrangements have provided downside protection. Issued S$100.0 million 5-year fixed rate notes at 4.0% in June 2020 to refinance existing borrowings, remaining 2020 debt to be refinanced ahead of maturity. Aggregate leverage of 40.1% with stable average cost of debt of 3.1% ...
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Week's Top Volume
|
|
|
Name
|
Volume
|
BIOHLDG
|
2,966,432,900
|
XOX
|
2,066,432,600
|
LAMBO
|
1,825,520,100
|
EDUSPEC
|
1,371,605,800
|
PWORTH
|
1,320,901,100
|
Week's Top Turnover
|
|
|
Name
|
Turnover
|
TOPGLOV
|
3,597,797,762
|
SUPERMX
|
3,116,645,194
|
COMFORT
|
1,268,693,894
|
CAREPLS
|
1,123,469,678
|
HARTA
|
1,022,159,264
|
Week Top Gainer
|
|
|
Name
|
Price
|
Change
|
TOPGLOV
|
25.440
|
2.4600
|
PHARMA
|
3.630
|
0.8500
|
GREATEC
|
5.380
|
0.7300
|
DPHARMA
|
2.620
|
0.7100
|
BURSA
|
9.800
|
0.6500
|
|
|
|
Note: Weekly movement as at 24 Jul 2020
|
|
|
|
|
|
|
|
|
Week's Top Volume
|
|
|
Name
|
Volume
|
SUPER
|
1,769,358,300
|
TMB
|
926,846,500
|
TRITN
|
718,547,900
|
WHA
|
558,010,700
|
GULF
|
395,287,300
|
Week's Top Turnover
|
|
|
Name
|
Turnover
|
GULF
|
13,787,383,575
|
STA
|
9,145,696,475
|
PTT
|
9,076,308,950
|
CPF
|
8,466,525,225
|
KBANK
|
7,185,176,500
|
Week Top Gainer
|
|
|
Name
|
Price
|
Change
|
OHTL
|
380.000
|
40.0000
|
KYE
|
349.000
|
13.0000
|
DELTA
|
90.000
|
12.0000
|
KWC
|
280.000
|
10.0000
|
CSR
|
79.500
|
5.5000
|
|
|
|
Note: Weekly movement as at 24 Jul 2020
|
|
|
|
|
|
|
|
|
|
|
CKP
CKP Prepares for an Annual Shareholders Meeting “New Normal” Style on Monday, August 3, 2020
|
|
Mr. Thanawat Trivisvavet, Managing Director of CK Power Public Company Limited. (SET:CKP) announced that CKPower will be hosting a 2020 Annual General Meeting of Shareholders on Monday, August 3, 2020 at Viriyathavorn Building (4th Floor in Supannikar Room) on Sutthisarn Winitchai Road, Dindaeng District, Bangkok.This meeting will strictly follow New Normal measures, corroborating with government policies on reduction and prevention of the spread of the Coronavirus (COVID-19)...
|
|
|
|
|
|
MINT
MINT’S SUCCESSFUL RIGHTS OFFERING CULMINATES CAPITAL STRENGTHENING PLAN
|
|
Minor International Public Company Limited (“MINT” or the “Company”) is pleased to announce today the successful completion of its rights offering issuance in an amount of Baht 9,858 million. The rights offering was designed, marketed and successfully executed amidst the volatile business environment and capital markets with the COVID-19 outbreak, and was over-subscribed by about 30%...
|
|
|
|
|
|
GPSC
GPSC announces winner of YSI Season 2, opportunities for innovative energy projects to compete at an international level.
|
|
GPSC announces the winner of the GPSC Young Social Innovator 2019 project, with Modification of Li-S battery with irradiated activated carbon derived from sticky rice by Better life battery from Kamnoetvidya Science Academy receiving a trophy and 50,000 baht and an opportunity to compete at an international level. Application is also open for Season 3, with contestants competing to win the HRH Princess Maha Chakri Sirindhorn’s trophy...
|
|
|
|
|
|
GPSC
Two Major Energy Companies Joined Hands in Improving Community Public Health, Delivering the Royal Celebration Solar Power System Installation Project to Koh Sichang Hospital
|
|
Thaioil, together with GPSC, has delivered a rooftop solar power system installation project worth 1,750,000 baht to Koh Sichang Hospital to express loyalty and gratitude to His Majesty King Maha Vajiralongkorn Bodindradebayavarangkun on the auspicious occasion of the Royal Coronation Ceremony...
|
|
|
|
|
|
JWD
JWD prepares to organize E-AGM on August 3rd
|
|
Due to the COVID-19 pandemic situation that still has not returned to normal while social distancing still remains a strict necessity, Mr. Charvanin Bunditkitsada, Chairman of the Executive Committee and CEO of JWD, expressed the Company’s concern for the health and safety of the shareholders...
|
|
|
|
|
|
STGT
'Sri Trang Group' unites to drive support and sustainability for Thailand communities affected by COVID-19.
|
|
“Sri Trang Group” demonstrated its compassion for the Thai society by supporting food, drinks, survival kits and medical rubber gloves worth more than 4 million baht to the people who were affected by the COVID-19 pandemic, as well as to medical professionals at hospitals across Thailand to be used in the diagnosis and treatment of patients.
|
|
|
|
|
|
BCPG
EXIM Thailand, ICBC (THAI) and SuMi TRUST Bank (THAI) to offer financial support to BCPG’s renewable energy projects in Laos and Japan
|
|
BCPG Public Company Limited, a leader in the renewable energy business in Thailand and Asia-Pacific, drives its business growth with financial support from three institutes - Export-Import Bank of Thailand (EXIM Thailand), Industrial and Commercial Bank of China (ICBC (THAI)) and Sumitomo Mitsui Trust Bank (SuMi TRUST Bank (THAI)) - for hydropower projects in Laos and solar power projects in Japan...
|
|
|
|
|
|
BCPG
BCPG, Keppel DHCS and TEAM GROUP consortium secures new contract for District Cooling System in the heart of Bangkok
|
|
A consortium comprising Thai renewable energy company, BCPG Public Company Limited (BCPG), Singapore's Keppel DHCS Pte Ltd (Keppel DHCS)1 and Thai engineering consultancy, TEAM Consulting Engineering and Management Public Company Limited (TEAM GROUP), was awarded a contract by the Property Management of Chulalongkorn University (PMCU) for a District Cooling System (DCS), worth more than THB 7.5 billion (S$329 million)...
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Sri Trang Gloves (Thailand) Public Company Limited (STGT)
In life, every touch has a meaning. From the first day that we are born into this world, a pair of gloves takes us to our mother's embrace. As you move through stages of life, gloves help to protect you. Across industries, from medical to food and manufacturing of many great products, gloves have become an essential part of our life.
|
|
Historical Price Data
|
Date
|
Open
|
High
|
Low
|
Close
|
Volume
|
Volume (Baht)
|
24 Jul 2020
|
80.00
|
80.50
|
77.75
|
78.50
|
5,394,100
|
424,690,875
|
23 Jul 2020
|
77.00
|
81.00
|
76.50
|
80.50
|
10,284,700
|
812,433,700
|
22 Jul 2020
|
82.00
|
82.00
|
74.25
|
78.00
|
27,297,700
|
2,138,809,350
|
21 Jul 2020
|
84.00
|
85.50
|
82.00
|
83.00
|
14,320,000
|
1,201,600,775
|
20 Jul 2020
|
85.75
|
86.25
|
83.75
|
85.25
|
11,453,700
|
976,877,050
|
|
|
|
Fundamentals
|
EPS (฿) a
-
|
Rolling EPS (฿) e
-
|
NAV (฿) b
-
|
Issued & Paid-up Shares c
1,428,780,000.00 Baht
|
P/E
127.85
|
P/BV
-
|
Price / NAV b
-
|
Par Value (฿)
1.00 Baht
|
Dividend Yield (%) d
N.A.
|
52 Weeks High
89.75
|
Cash Value (฿) g
-
|
Market Cap (M. Baht)
115,016.79
|
Dividend (฿) d
-
|
52 Weeks Low
55.25
|
Price / Cash Value g
-
|
Stock Categories
Personal Products & Pharmaceuticals
|
|
|
|
|
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 23/07/2020.
|
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.
|
|
|
|
|
|
|
|
|
|
|
|
GSTEEL
- AGM
July 27, 2020
Mandarin Hotel
|
JUBILE
- AGM
July 27, 2020
Eastin Grand Hotel Sathorn
|
TCAP
- AGM
July 29, 2020
The Athenee Hotel Bangkok
|
ERW
- AGM
July 29, 2020
JW Marriott Hotel Bangkok
|
QTC
- AGM
July 30, 2020
Maple Hotel
|
TTW
- AGM
July 30, 2020
The Landmark Bangkok
|
CMAN
- AGM
July 31, 2020
Grande Centre Point Terminal 21 Bangkok Hotel
|
RS
- AGM
July 31, 2020
RS Group Building
|
|
|
|
|
|
|
|
|
|
|
|
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.
|
|
|
|
|
|
|
|