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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.
16 Aug 2021
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Week's Top Volume
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Name
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Volume
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Oceanus^
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289,146,800
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Jiutian Chemical
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288,153,200
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Sembcorp Marine
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264,448,000
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Abundance Intl
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210,480,800
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Shen Yao
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167,332,000
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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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456,278,262
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Singtel
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371,523,117
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UOB
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283,961,784
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OCBC Bank
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255,320,101
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SGX
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180,001,285
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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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SPDR DJIA US$
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356.460
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7.7700
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SPDR S&P500 US$
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445.680
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4.3800
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NX18100A 280501
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107.000
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1.9000
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IFAST
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8.800
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0.4900
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XT MSCHINA S$
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29.190
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0.3600
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Note: Weekly movement as at 13 Aug 2021
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CapitaLand
Shareholders Resoundingly Approve Proposed Restructuring & Listing Of CapitaLand Investment.
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CapitaLand shareholders have voted overwhelmingly in favour of the Proposed Strategic Restructuring and Listing of CapitaLand Investment. Post-Proposed Transaction, CapitaLand's investment management platforms, as well as its lodging business, will be consolidated into CapitaLand Investment Limited, which will be listed by introduction on the Singapore Exchange, while the real estate development business of CapitaLand will be placed under private ownership, to be fully held by CLA Real Estate Holdings Pte. Ltd...
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Manulife US REIT
Positions For Office Recovery Amid Leasing Momentum, Improving U.S. Fundamentals.
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Distribution per unit of 2.70 US cents for 1H 2021. Robust occupancy of 91.7% and long WALE of 5.3 years. Executed 6.5% of portfolio's leases with positive rental reversion, with more to come. Positive momentum as U.S. remains open. Obtained maiden sustainability-linked loan of US$250 million...
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COSCO
1H 2021 Results For The Financial Period Ended 30 June 2021.
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Turnover for 1H 2021 totalled $94.9 million, 10% higher than 1H 2020. The growth in revenue was mainly due to higher revenue from Logistics, Property management and Ship repair and marine engineering activities, partially offset by lower revenue from Shipping. Net profit attributable to equity holders was $6.8 million, 383% higher than 1H 2020 mainly due to higher shipping charter rates and higher profit margins, partially offset by lower government grants...
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IREIT Global
Delivers Firm Set Of Results For 1H2021.
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1H2021 DPU at 2.30 Singapore cents, up 17.3% year-on-year. All tenants continued to pay rents and no rental rebates or deferrals were requested. Completion of acquisition of a portfolio of 27 retail properties in France to enhance IREIT's lease profile and add scale and diversification to its portfolio. Implementation of dual currency trading and change in distribution currency to benefit unitholders...
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Delfi
Achieves Top & Bottom-Line Growth Driven By Cautious Recovery Across Markets In 1H 2021.
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Total revenue increases 6.8% to US$210.5 million led by stronger sales in Indonesia and Malaysia. Higher Free Cash Flow of US$48.0 million generated in 1H 2021 as compared to US$25.7 million in 1H 2020. Declares interim cash dividend of 1.27 US cents (1.71 Singapore cents) per ordinary share representing a dividend payout ratio of 63.1% of PATMI in 1H 2021...
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Geo Energy
Delivers Strong Half Year Results As Coal Prices Reach Historical Highs, Announces Second Interim Dividend Of 26% On 2Q2021, Net Earnings Revenue Increase By 37% To Reach US$220.3 Million With 418% Rise In Operating Profit To US$66 Million.
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The Group achieved record half-yearly revenue of US$220.3 million, an increase of 37% from 1H2020, due to the increase in sales volume and higher average selling price. The average Indonesian Coal Index price for 4,200 GAR coal was US$47.78 per tonne in 1H2021, compared to US$30.61 per tonne in 1H2020...
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Week's Top Volume
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Name
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Volume
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DNEX
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666,478,000
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KNM
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415,785,500
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SERBADK
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414,170,800
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TAWIN
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348,895,900
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AVI
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234,281,400
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Week's Top Turnover
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Name
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Turnover
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DNEX
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547,642,005
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INARI
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282,365,197
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GREATEC
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227,640,488
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PBBANK
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185,331,007
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SERBADK
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174,217,914
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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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GENETEC
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27.260
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2.6400
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KLK
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20.180
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0.9000
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F&N
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26.280
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0.6800
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HARTA
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7.130
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0.5000
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WIDETEC
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4.000
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0.4300
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Note: Weekly movement as at 13 Aug 2021
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Week's Top Volume
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Name
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Volume
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7UP
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5,168,626,700
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EFORL
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2,009,947,800
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SUPER
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1,482,288,500
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GUNKUL
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1,390,243,800
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B
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1,383,907,600
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Week's Top Turnover
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Name
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Turnover
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GULF
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10,972,383,950
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INTUCH
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10,246,245,675
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PTT
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9,998,269,400
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ADVANC
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8,929,505,100
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KBANK
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8,781,766,600
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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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BH
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128.000
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10.5000
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INTUCH
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72.750
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9.0000
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ADVANC
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184.500
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8.5000
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AH-F
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24.700
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6.1000
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ADVANC-F
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182.000
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4.5000
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Note: Weekly movement as at 13 Aug 2021
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AS
Market Cap Bt8.3bn – Opium for the mind
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We did recommend the stock last month, and it rallied pretty well by 40%. To raise our confidence that the stock/business will not only be a pandemic winner or drop dramatically after the situation eases, we recently updated with K.Pramoth Sudjitporn, Chairman and Founder.
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AS
Asiasoft continues strong growth in the first half of 2021 Revenue increased by 34% and Net profit increased by 55% from the same period last year
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Asiasoft Corporation Public Company Limited announced company performance for the first half of the year 2021 which revenue reaching Baht 856.9 million while net profit Baht 214.9 million, a significant growth compared to the same period last year’s revenue of Baht 640 million and net profit of Baht 138.3 million. Revenue and net profit increased by 34% and 55%, respectively.
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MINT
Minor Hotels Announces Upcoming Debut in Bahrain New Build Avani and Tivoli Hotels to Launch in 2024
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Minor Hotels, a hotel owner, operator and investor, currently with a portfolio of 527 hotels and resorts in 54 countries across Asia Pacific, the Middle East, Europe, South America, Africa and the Indian Ocean, is pleased to announce its strategic entrance into Bahrain with the upcoming debut of its Avani and Tivoli brands.
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MINT
MINT’S 2Q21 RESULTS SIGNAL RECOVERY UNDERWAY
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Minor International Public Company Limited (“MINT”) today announced its second quarter 2021 financial results, posting a core loss of Baht 3.4 billion, improving both q-q and y-y, from a core loss of Baht 5.2 billion in 1Q21 and Baht 7.2 billion in 2Q20, respectively. The y-y improvement was a result of the recovery of MINT’s hotel business, principally in Europe, together with its food business. MINT reported better m-m performance throughout the second quarter of 2021 and returned to positive net profit in June, primarily due to the reopening and positive business trends of its hotel portfolio in Europe.
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TWPC
TWPC deliver lunch box, fight Covid-19 crisis
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Thai Wah Public Company Limited (TWPC) together with Banyan Tree Group Bangkok, are delivering food to medical staff in the hospital and field hospital, and community, as a part of morale support and encouragement for everyone, especially frontline workers, who are battling with the Covid-19, and underprivileged people in the crowded communities.
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TTA
TTA Reported Strong Net Profits of Baht 530.3 Million for the Second Quarter of 2021 as Dry Bulk Market is Rising
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Thoresen Thai Agencies Public Company Limited or TTA announced its financial results for the second quarter ended June 30, 2021.
The Company generated consolidated revenues of 5,125.8 million, increasing 49%QoQ and 74%YoY. Shipping, Offshore Service, Agrochemical, Food & Beverage, and Investment segments contributed 52%, 15%, 17%, 11%, and 5% to the consolidated revenues, respectively.
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TU
Thai Union sees solid second quarter growth on the back of its successful business diversification strategy
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A return to some pre-pandemic activities as a result of increased COVID vaccinations and other measures in the US and European markets, along with effective business diversification, helped underpin Thai Union’s solid business growth in the second quarter of this year.
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TU
Thai Union and Kasetsart University’s Faculty of Agriculture Sign an MoU for Academic Cooperation
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Thai Union Manufacturing Co., Ltd, a subsidiary of Thai Union Group PCL, and the Faculty of Agriculture Kamphaeng Sean Campus, Kasetsart University, have signed a MoU for academic cooperation to support the production of organic vegetables for export.
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CKP
CKPower announces strong and sustainable Q2/2021 Net Profit growth of 845%
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Mr. Thanawat Trivisvavet, Managing Director of CK Power Public Company Limited (CKPower), stock symbol “CKP”, announced the performance of CKPower group for Q2/2021 and 1H/2021, stating that CKPower continued to generate healthy profits with the Company reporting Net Profit attributable to Equity Holders of the Company Baht 707.0 million, an increase of Baht 801.9 million or 845.0% from the same period last year when it reported a loss of Baht 94.9 million and also reporting total revenue of Baht 2,295.2 million, an increase of Baht 464.0 million or 25.3% from the same period last year when it reported total revenue of Baht 1,831.2 million.
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GVREIT
GVREIT announces distribution payment of THB 0.1960 for Q3FY2021
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Frasers Property Commercial Asset Management (Thailand) Company Limited, the REIT manager of Golden Ventures Leasehold Real Estate Investment Trust (“GVREIT”), announced its financial results for Q3FY2021 (April – June 2021). GVREIT achieved total revenue of THB 284.93 million in Q3FY2021, an increase of THB 12.11 million or 4.44 % Y-o-Y. The occupancy rates of Park Ventures Ecoplex and Sathorn Square remained strong at 97% and 94% respectively as at 30 June 2021.
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ANAN
Ananda Development PCL announces 2Q2021 profits of 3,264 million Baht beat our guidance by 16% Deliver transfers of 2,643 million Baht and EBITDA 223 million Baht
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Ananda Development Public Company Limited announces presales for 2Q2021 of 3,264 million Baht, 16% higher than target, due to the sales of the ready-to-move projects that were consistently well received by customers. The company had a backlog at the end of June 2021 of 13,200 million Baht to support the growth of the Company's transfer in 3 years.
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STA
STA continues good performance with net profit of 5,043.7 million baht, up by 361.2% YoY Approving interim dividend, uping sales target as rubber demand rises Entering digital age with ‘Sri Trang Friends' app to facilitate rubber purchases
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Sri Trang Agro-Industry Public Company Limited or STA posts a good performance in profit for Q2/2021 with 5,043.7 million baht, up 361.2% from the same period last year, a result of the recovery of the auto industry that pushes the demand for tires to rise. A new goal now is set for natural rubber sales to increase 100,000 tons, increasing from 1.2 million tons to 1.3 million tons, and an approval given to an interim dividend of 1.25 baht per share with XD posted on August 23.
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STGT
STGT makes gain in Q2, earning 12,967.7 million baht, in face of temporary plant closure Interim dividend of 1.25 baht per share in September and not less than 1.25 baht per share in December approved by the Board Complete anti-Covid vaccine shots given to all employees
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Sri Trang Gloves (Thailand) Public Company Limited or STGT continues to grow at a healthy pace in Q2/2021 earning a total of 12,967.7 million baht, giving positive boost to the half-year earnings, despite temporary factory closure in Trang and Surat Thani following discovery of Covid-19 infections among some workers, but the outbreak was quickly contained.
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WHAUP
"WHAUP" posts Q2/21 performance with 44% growth YoY and H1/21 normalized net income of THB 454 million good news foreseen in the second half with continuing growth
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WHA Utilities and Power Public Company Limited (WHAUP) announced its Q2/2021 results, with total revenue and normalized share of profit of THB 789 million, and normalized net income of THB 265 million, resulting in total revenue and normalized share of profit of THB 1,571 million and normalized net income of THB 454 million in first half of 2021. These were driven by the strong growth of utilities and power businesses in Thailand and Vietnam.
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TCAP
TCAP’s 2Q21 profit increased QoQ and YoY with recently being awarded the Best Company of the Year in Financial Business Sector
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Thanachart Capital Public Company Limited (TCAP) reported results for the second quarter of 2021 and the first half of 2021. Net profit increased quarter on quarter and year on year. Most recently, it also won the Best Company of the Year award in the financial business sector from the Money & Banking magazine.
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GGC
GGC and KTIS continue on the second phase construction of "Nakhonsawan BioComplex" project after NatureWorks LLC decided to invest in a bioplastic manufacturing factory.
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Global Green Chemicals Public Company Limited (GGC), a leading green flagship company, and Kaset Thai International Sugar Corporation Public Company Limited (KTIS), a leader in sugar and fully integration in continuous manufacturing industry, will continue on the second phase construction of Nakhonsawan BioComplex project (NBC), a joint venture between GGC and KTIS, after NatureWorks LLC (NatureWorks), the US world-class bioplastic manufacturer, decided to invest in a Polylactic Acid (PLA) bioplastic manufacturing factory.
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WHA
WHA Group posts Normal Profit Q2/21 THB 282 mm, 54% Growth QoQ
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WHA Corporation Public Company Limited, or WHA Group, announced its Q2/2021 result with total revenue and share of profits of THB 1,873.1 million, and a net profit of THB 260.2 million. Total normalized revenue and share of profits reached THB 1,892.5 million and normalized profits amounted to THB 282.4 million. Chairman and Group CEO, Ms Jareeporn Jarukornsakul is confident on the robustness of WHA group’s four business platform despite the new wave of Covid-19, citing that logistics is still in high demand.
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ADVANC
AIS - and Microsoft expand strategic collaboration in first and only startup support program of its kind, "AIS x Microsoft for Startups" Powering the digital economy to sustainable growth
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Soon after AIS announced its cooperation with Microsoft Thailand as a Strategic Partner, the partnership is now expanding its technology solutions to startups as another critical base to grow the digital economy, under the program “AIS x Microsoft for Startups”. AIS is currently Microsoft’s first and only partner in Thailand. Together, they will level up and unlock the potential of Thai startups.
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DTC
Dusit Thani Public Company Limited reports 2Q21 results, including revenue up by THB 163 million YoY
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Dusit Thailand Public Company Limited (DUSIT), one of Thailand’s leading hotel and property development companies, has reported its 2Q21 results, with total revenue of THB 587 million, a year-over-year (YoY) increase of THB 163 million (or 38.4%), and net loss of THB 376 million, a 17% improvement on the previous year. First-half revenue for 2021 was THB 1,898 million, up 15.3% YoY.
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BCPG
BCPG announces Q2/2021 performance with a 59% profit increase
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BCPG and its subsidiaries announced their operating results in Q2/2021 with total revenue of THB 1,088 million and a total net profit of THB 565 million, a 59% increase from Q2/2020 (THB 355 million). The Company’s EBITDA in Q2/2021 also rose 15.4% from THB 860 million to THB 992 million.
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Global Power Synergy Public Company Limited (GPSC)
GPSC was established on January 10, 2013 through the amalgamation of PTT Utility Company Limited (PTTUT) and Independent Power (Thailand) Company Limited (IPT). Founded to be PTT Group’s Power Flagship, GPSC operates in operating, developing, and investing in power business domestically and internationally.
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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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Volume (Baht)
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13/08/2021
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78.75
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79.25
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77.75
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78.50
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9,414,500
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738,032,800
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11/08/2021
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79.75
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80.00
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78.50
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79.00
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9,739,700
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770,536,250
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10/08/2021
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80.25
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80.75
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78.75
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79.25
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15,571,100
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1,240,814,075
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09/08/2021
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78.75
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81.00
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78.00
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80.25
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24,521,700
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1,955,433,425
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06/08/2021
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79.50
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79.75
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77.25
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78.50
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19,323,500
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1,514,511,375
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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
28,197,293,670.00 Baht
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PE
26.64
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P/BV
2.11
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Price / NAV b
-
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Par Value (฿)
10.00 Baht
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Dividend Yield (%) d
1.91
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52 Weeks High
88.00
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Cash Value (฿) g
-
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Market Cap (M. Baht)
221,348.76
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Dividend (฿) d
-
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52 Weeks Low
50.50
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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 13/08/2021.
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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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VGI
- AM
Aug 17, 2021
TST Tower
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U
- AM
Aug 19, 2021
TST Tower
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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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