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FOCUS
e-Newsletter
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An online publication that highlights trading numbers and key announcements over the past week.
01 Mar 2021
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Week's Top Volume
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Name
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Volume
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Thomson Medical
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1,045,073,600
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Jiutian Chemical
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935,267,100
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Oceanus^
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869,097,700
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Jasper Inv
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412,897,200
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Sembcorp Marine
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366,449,000
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Week's Top Turnover
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Name
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Turnover
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DBS
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951,622,180
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UOB
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589,019,687
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SIA
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553,995,686
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OCBC Bank
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491,980,967
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Singtel
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391,475,703
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Week Top Gainer
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Name
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Price
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Change
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NX16100F 260601
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104.000
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5.0000
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JMH USD
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52.320
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2.7200
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JSH USD
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25.880
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1.2800
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UOB
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24.680
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1.0800
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DBS
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26.640
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1.0100
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Note: Weekly movement as at 26 Feb 2021
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Cromwell European REIT
Delivers Outstanding Performance Despite Pandemic.
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2H 2020 distribution per unit of EUR1.744 cents, only 1.3% lower than 2H 2019 on a like-for-like basis and 6.8% above 1H 2020, excluding capital distribution. FY 2020 DPU of EUR3.484 cents, only 3.0% lower compared to FY 2019 DPU on a like-for-like basis. EUR88.6 million cash flow from operating activities, 1.3% higher than FY 2019 and in line with FY 2020 distributable income; close to 100% cash collection rate for FY 2020. 95.1% portfolio occupancy rate, 7.4 percentage points above IPO Portfolio with 2.1% positive rental reversion and weighted average lease expiry profile maintained at 4.9 years. EUR2.2 billion portfolio valuation, 2.2% increase in ...
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CapitaLand
Posts S$1.57 Billion Net Loss For FY 2020 Mainly Due To Revaluation Losses & Impairments.
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Operationally profitable with full-year cash PATMI of S$924 million. 2H 2020 cash PATMI more than double of 1H 2020. Proposes an ordinary dividend of 9 Singapore cents per share for FY 2020...
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NetLink NBN Trust
9M FY21 EBITDA Rose 3.6% To S$209.9 Million.
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Residential connections increased 1.5% YoY to 1,443,032 connections. PAT increased by 5.9% YoY...
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UMS
Reports S$36.5 Million In FY2020 Net Profit Attributable To Shareholders On Record Revenue Of S$164.4 Million.
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UMS Holdings Limited grew its net profit attributable to shareholders for the year ended 31 December 2020 to $36.5 million on the back of record sales of $164.4 million. The 9% rise in net profit from $33.6 million in the previous year was the result of its 25% sales surge and improved gross material margins of 53.3% compared to 52.9% in FY2019. This reflected a marginal productivity gain in the Group's operations...
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REX
Subsidiary Starts Production At Yumna 3 Well In Block 50 Oman.
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Masirah Oil Limited is pleased to announce that production has commenced from the third development well drilled in the Yumna Field. The well was spudded on 20 January 2021 and production commenced on 18 February 2021. The well has been tested at a rate of 12,984 stb/d of oil on natural flow through an 80/64" choke...
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ARA US Hospitality Trust
Posts Gross Operating Profit Of US$12.7 Million In FY2020 Despite COVID-19 Impact.
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Notwithstanding the volatile and challenging operating environment, ARA H-Trust recorded gross revenue and gross operating profit of US$78.2 million and US$12.7 million for FY 2020 respectively. Taking fixed costs, predominantly real estate taxes, into consideration, ARA H-Trust recorded a net property loss of US$5.0 million and nil distributable income for FY 2020...
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Week's Top Volume
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Name
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Volume
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TECHNAX
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1,581,508,500
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XOX
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1,471,826,500
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MTRONIC
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1,335,137,700
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DNEX
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1,177,001,400
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KGROUP
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1,147,844,100
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Week's Top Turnover
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Name
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Turnover
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TOPGLOV
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1,401,751,327
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SUPERMX
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959,862,744
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DNEX
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855,444,848
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PBBANK
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827,083,247
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HARTA
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662,602,565
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Week Top Gainer
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Name
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Price
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Change
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NESTLE
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137.900
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2.4000
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HEIM
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25.600
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2.1000
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F&N
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31.260
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1.5000
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EURO
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4.910
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1.0200
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PETDAG
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20.000
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0.8000
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Note: Weekly movement as at 26 Feb 2021
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AWANTEC
Letter Of Appointment From Malaysian Administrative Modernisation And Management Planning Unit (MAMPU)
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AWANTEC is pleased to announce that its wholly-owned subsidiary company, Prestariang Systems Sdn Bhd ("PSSB"), has received a Letter of Appointment from Malaysian Administrative Modernisation and Management Planning Unit (MAMPU) as part of a panel of Managed Service Providers (MSP) for the provision of Cloud Services to Malaysia's public sector agencies to support Malaysia's public sector digital transformation initiatives in alignment to the Government Economic Transformation Plan] ("Contract").
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Week's Top Volume
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Name
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Volume
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TMB
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1,537,953,000
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MAX
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1,300,018,600
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OR
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953,205,300
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SUPER
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784,113,700
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W
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721,148,500
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Week's Top Turnover
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Name
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Turnover
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OR
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29,273,625,925
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STA
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29,189,427,600
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PTT
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13,859,287,300
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KBANK
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10,990,617,800
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CPALL
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10,165,315,750
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Week Top Gainer
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Name
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Price
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Change
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KCE-F
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56.250
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14.7500
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STA
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54.000
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10.7500
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KYE
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406.000
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8.0000
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GYT
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240.000
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7.0000
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CHARAN
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34.750
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5.0000
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Note: Weekly movement as at 25 Feb 2021
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JWD
JWD’s Y2020 performance tops MB 3,900 – 7.2% growth despite COVID-19 Boosts of diverse logistics capabilities, business expansion domestically and abroad Green light given for 0.22 baht/share dividend payment
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JWD InfoLogistics Public Company Limited (JWD) announced the Company’s achievement of its 2020 performance of over 3,900 million baht, or a growth of 7.2 percent which is higher than the set target, despite the overall economy was affected by the COVID-19 pandemic. The success was attributed to the satisfactory growth in the general warehousing, cold storage, and logistics infrastructure service businesses. The automotive and hazardous cargo warehousing businesses also posted quick recovery.
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RS
RS Group Grows Nonstop, closing the 2020 Statement Lucratively Making All-time High Profit, Free Warrant Right Offering
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Despite the COVID-19 crisis throughout 2020, RS Group outperforms the defying situation. It makes such a high net income of 3,774 million baht, a rising profit of 528 million baht, and a 45% increase from the previous year. The record income from commerce business is an outcome of utilizing the PDS technology to manage customers' data, various advertisements, unique presentation of products, well-planned campaigns, and promotions, and the rise of the television business from last year due to improved content management.
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AS
AS announce dividend payment at Baht 0.3 per share due to net profit significantly growth by 11,524% and set a new highest record in the last 5 years
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Asiasoft Corporation PCL announces operating performance for the year 2021. The total revenue for Asiasoft groups is Baht 1,336 million, a growth of 75% as compared to the prior year and the net profit of Baht 307 million, an increase of 11,524% from last year. The significant growth in the performance of Asiasoft group in 2020 was due to the expansion of the online games market, the pandemic lockdown from COVID-19 which had a positive impact, coupled with Asiasoft’s ability to adapt to the unforeseen situation from well planning and organization which allowed the groups capture the good opportunity.
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GPSC
GPSC-OR unveils G-Box, a Battery Energy Storage System, at a PTT station, a solution from PTT Group for electric vehicle trends.
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Mr.Auttapol Rerkpiboon President & CEO, PTT Public Company Limited (PTT), Mr. Worawat Pitayasiri, President & CEO, Global Power Synergy Public Company Limited (GPSC) and Miss Jiraphon Kawswat President & CEO, PTT Oil Retail Business Public Company Limited (OR) unveiled G-Box, a 150 kWh Battery Energy Storage System, which will further develop and build upon G-Cell, using Semi-Solid technology, at PTT station Nongkhaem, as a pilot project to maximize the stability in power usage for EV station’s customers and to meet EV trend.
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SABINA
SABINA aims for15%record-highgrowthof3.4billionin2021 afterposting 2.9billionof revenue lastyearowing tosuccessfulpandemic response, dividendof0.80bahtper share tobepaid
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SABINA’s2021 salesgoal is to hit a new highof3.4 billion baht,a15% YoYincrease, following itsannouncementof the2020financial statements in whichSABINA brought inatotal revenueof2.9billionbaht,a11.6% YoY decline that still exceeding expectations, thanks to SABINA’s timely handling of the COVID-19 crisis and its switch to online marketingtocompensatefor retail sales. Consequently, revenuefrom the NSR channel jumpedby65%andSABINA will further boost the NSR channel’s growth, targeting another 20% sales growth in this year. Exports earnings rose by 50% in line with the solid expansion of Vietnam’s economy.
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ANAN
Ananda Development PCL announces 2020 profits from main business of 975 million Baht Aim to deliver 2021 transfers of 16,008 million Baht and presales of 18,570 million Baht Ready to launch 5 new projects
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Ananda Development Public Company Limited announces presales for the year of 2020 were 4% higher than the target at 17,495 million Baht, due to the sales of the ready-tomove projects that were consistently well received by customers. The company had a backlog at the end of 2020 of 18,316 million Baht in order to support the growth of the Company's transfer in 3 years, while in 2021 the company has set a transfer target of 16,008 million Baht, presales of 18,570 million Baht and plan to launch 5 new projects in potential locations with a combined project value of 24,422 million Baht
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GPSC
GPSC-OR unveils G-Box, a Battery Energy Storage System, at a PTT station, creating solutions to meet the electric vehicle trends
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Mr. Auttapol Rerkpiboon President & CEO, PTT, Mr. Worawat Pitayasiri, President & CEO, GPSC and Miss Jiraphon Kawswat President & CEO, OR unveiled G-Box, a 150 kWh Battery Energy Storage System pilot project, at PTT station Nongkhaem. The project, which is aimed at the electric vehicle trends, will support an EV Station, provide comprehensive power supply solutions for different activities at the station, and ensure power supply stability and energy cost reduction through effective energy management.
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CKP
CKPower Doubled Profit in 2020 as a Result of Effective Management
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The Company is envisioning a 10-15% continuous growth in 2021 due to all power plants operating at their full capacity and new investments in renewable energy.
Mr. Thanawat Trivisvavet, the Managing Director of CK Power Public Company Limited (CKPower), SET ticker “CKP”, reported on the fourth quarter and the full year of 2020 results of CKPower and its subsidiaries. CKPower achieved a full year Net Profit attributable to Equity Holders of the Company of Baht 404.7 million, an increase of Baht 212.7 million or 110.8% from 2019,which had a recurring net profit (excluding one-time foreign exchange gain from Xayaburi Power Company Limited (XPCL)) of Baht 192 million.
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AAV
AirAsia aims to resume all domestic routes in Thailand by April
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Spurred by further relaxation of travel measures in the provinces that led to increasing demand, AirAsia is set to reinstate all its flight routes from Bangkok this March, followed by the resumption of all its domestic flights across Thailand by April.
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ILM
ILM marked Q4/2020 as a first profit growth quarter of the year Online and OEM sales continued to grow impressively Propose dividend of 0.42 Baht per share
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ILM reported Q4/2020 net profit of 143.0 million baht, finally made a first positive growth quarter of the year after the epidemic COVID-19 since early 2020 compared to the same period last year. Despite the newly emerging of COVID-19 in many areas across the country. Online and OEM sales continued to grow remarkably. Liquidity has been strong, with continuous repayment of long-term loans.
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CG
CRC flourishes early this year, closing COL deal kicking off 1st project - “B2S Think Space” at Central Chidlom
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Central Retail Corporation Public Company Limited (CRC) closed its deal to acquire the business of COL Public Company Limited (COL) on 22 February 2021. The 12.16-billion-baht acquisition will help enhance competitiveness in the hardline segment of Central Retail.
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DTC
Dusit Thani Public Company Limited announces 2020 financial results, anticipates tourism revival in H2 2021 following quarterly improvements
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Dusit Thani Public Company Limited (DTC), one of Thailand’s leading hotel and property development companies, has announced its 2020 performance, posting a loss of 1,011 million baht, mainly due to coronavirus restrictions limiting international travel and bringing global tourism to a halt.
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TU
Trust in Thai Union products underpins strong 2020 earnings as consumers continue embracing healthier lifestyles
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Thai Union reported solid fourth quarter and annual financial results for 2020 today as consumers continued to spend more time at home with their families and pets, choosing Thai Union products to help them embrace this healthier lifestyle in the midst of the ongoing pandemic.
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STGT
STGT says fire at Surat Thani plant was limited to new extension, existing plant not affected.
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Sri Trang Gloves Plc. (STGT) has clarified that the fire at its Surat Thani plant on Sunday morning 21 February 2021 occurred at a new extension and did not damage the existing production plant. This would impact around 0.6% of total production capacity of 2021.
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BCPG Public Company Limited (BCPG)
BCPG Public Company Limited was established on 17 July, 2015. Tasked with operating a clean and environmentally friendly renewable power businesses, BCPG was created as part of the renewable power business group, when the Bangchak Corporation Public Company Limited and its subsidiaries were restructured. BCPG is a vital part of the implementation the Bangchak Corporation Plc. group of companies’ renewable power business in, with management by a newer generation of people, a vision of the future, and a focused business direction
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Historical Price Data
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Date
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Open
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High
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Low
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Close
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Volume
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Value(Baht)
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25/02/2021
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14.80
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15.00
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14.70
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14.80
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6,999,300
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103,682,240
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24/02/2021
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14.70
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14.90
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14.60
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14.70
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7,030,300
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103,528,640
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23/02/2021
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14.70
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14.80
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14.50
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14.60
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6,324,800
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92,841,140
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22/02/2021
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15.20
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15.20
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14.70
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14.70
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12,510,700
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186,318,290
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29/02/2021
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15.40
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15.60
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15.10
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15.20
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8,869,900
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135,751,900
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Fundamentals
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EPS (฿) a
-
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Rolling EPS (฿) e
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NAV (฿) b
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Issued & Paid-up Shares c
13,201,887,820.00 Baht
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PE
20.30
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P/BV
1.73
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Price / NAV b
-
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Par Value (฿)
1.00 Baht
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Dividend Yield (%) d
1.98
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52 Weeks High
17.85
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Cash Value (฿) g
-
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Market Cap (M. Baht)
38,813.55
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Dividend (฿) d
-
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52 Weeks Low
9.32
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Price / Cash Value g
-
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Stock Categories
Energy & Utilities
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a
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Based on latest Full Year results announcement, adjusted for the current number of shares.
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b
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Based on latest results announcement (Full Year, Half Year or Interim), adjusted for the current number of shares.
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c
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Rounded to the nearest thousand. Updated on 24/02/2021.
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d
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Dividend is based on latest Full Year results announcement, adjusted for current number of shares and excludes special dividend.
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e
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Summation of the earnings from the latest 4 Quarter (or 2 Half Year) results announcement, adjusted for the current number of shares.
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f
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Based on rolling EPS
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g
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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.
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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.
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