|
|
|
|
|
|
|
|
FOCUS
e-Newsletter
|
|
|
|
An online publication that highlights trading numbers and key announcements over the past week.
23 Aug 2021
|
|
|
|
|
|
|
|
|
|
|
|
Week's Top Volume
|
|
|
|
Name
|
Volume
|
|
Sembcorp Marine
|
369,033,100
|
|
SingHaiyi
|
238,088,100
|
|
Addvalue Tech
|
218,171,500
|
|
Oceanus^
|
170,451,900
|
|
Intl Cement
|
170,248,700
|
|
Week's Top Turnover
|
|
|
|
Name
|
Turnover
|
|
DBS
|
485,875,888
|
|
OCBC Bank
|
365,338,584
|
|
Singtel
|
346,368,017
|
|
UOB
|
314,292,841
|
|
Nanofilm
|
258,557,379
|
|
Week Top Gainer
|
|
|
|
Name
|
Price
|
Change
|
|
GLD SG$
|
228.100
|
5.3200
|
|
GLD US$
|
165.790
|
1.7900
|
|
NX16100F 260601
|
104.000
|
1.0000
|
|
Lyxor MSIndia US$
|
25.400
|
0.5200
|
|
IS ASIA BND S$D
|
15.250
|
0.1700
|
|
|
|
|
Note: Weekly movement as at 20 Aug 2021
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
ThaiBev
Business Update For The 9 Months Ended 30 June 2021.
|
|
|
|
Sales revenue for the nine months ended 30 June 2021 amounting to Baht 192,120 million, an increase of 1.1% year-on-year despite the continued impact from the COVID-19 pandemic. Delivered strong earnings growth, with EBITDA increasing 11.5% YoY to Baht 36,638 million, underpinned by satisfactory improvements in EBITDA from spirits, beer, and food business. Reported satisfactory improvement in EBITDA margin amidst the challenge in business operation during the pandemic, as a result of the Company's prudent cost-control measures. Financial position remains solid, with strong free cash flow and lower leverage ratios...
|
|
|
|
|
|
|
|
|
|
CNMC
Receives Approval To Build Production Plant For Base Metals.
|
|
|
|
Gold production up by 13.7% at 7,075 ounces despite production stop of 52 days as a result of MCO restrictions in 1H2021...
|
|
|
|
|
|
|
|
|
|
|
Golden Energy & Resources
Delivers Stellar Financial Performance, Record Top & Bottom-Line leading To Robust Cash Flows, 1H2021 Net Profit US$80.2 Million, Up 129% YoY.
|
|
|
|
Group revenue surged by 36% yoy to US$806.7 million, underpinned by growth in Energy Coal segment as average selling prices increased by 28% yoy. Gross profit margin improved by 5 percentage points to 41% in 1H2021. Record gross profit of US$333.7 million as production cost remained stable. Group EBITDA grew by 125% yoy to US$189.0 million in 1H2021, highest level since listing in 2016. Cash flow from operations increased to US$139.2 million in 1H2021 from US$40.4 million in 1H2020...
|
|
|
|
|
|
|
|
|
|
|
CapitaLand & City Developments
Introduce CanningHill Piers, A New Landmark Residence Nestled Between Fort Canning Hill & Singapore River.
|
|
|
|
Only hill and river dual-frontage residential development in the Central Area to be launched in Q4 2021. Tallest residential development along the Singapore River designed by renowned Danish architecture firm Bjarke Ingels Group. Part of an integrated development conveniently linked to Fort Canning MRT station and near riverfront restaurants at Clarke Quay...
|
|
|
|
|
|
|
|
|
|
|
Marco Polo Marine
Grows Operational Performance For Both Shipyard & Ship Chartering In 3QFY2021.
|
|
|
|
9MFY2021 Revenue already exceeds FY2020 full year revenue driven by strength in both shipyard and ship chartering segments. Average utilisation and charter rates for vessels have recovered to above pre-COVID levels. Shipyard remains busy till year end with 3QFY21 utilisation at 94%...
|
|
|
|
|
|
|
|
|
|
|
Straco
Reports 1H2021 Profit.
|
|
|
|
1H revenue increased significantly to $21.87 million. Other income included the arbitration award of $10.4 million. Profit of $9.67 million for the first half. Net asset value per share increased 5.3% to 32.14 cents. Net cash of $155.2 million, 18 cents per share...
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Week's Top Volume
|
|
|
|
Name
|
Volume
|
|
AVI
|
1,466,370,300
|
|
ASB
|
1,327,496,300
|
|
KNM
|
578,657,700
|
|
DNEX
|
469,072,400
|
|
MUIIND
|
400,634,300
|
|
Week's Top Turnover
|
|
|
|
Name
|
Turnover
|
|
PBBANK
|
370,456,260
|
|
DNEX
|
351,514,747
|
|
AVI
|
329,190,851
|
|
MYEG
|
260,857,633
|
|
ASB
|
260,562,799
|
|
Week Top Gainer
|
|
|
|
Name
|
Price
|
Change
|
|
NESTLE
|
134.000
|
0.7000
|
|
RAPID
|
8.430
|
0.6500
|
|
CARLSBG
|
21.900
|
0.6200
|
|
CFM
|
1.420
|
0.6200
|
|
GENP
|
7.120
|
0.5700
|
|
|
|
|
Note: Weekly movement as at 20 Aug 2021
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Week's Top Volume
|
|
|
|
Name
|
Volume
|
|
EFORL
|
6,719,358,200
|
|
STOWER
|
4,599,370,900
|
|
B
|
4,538,968,500
|
|
T
|
2,124,298,400
|
|
7UP
|
1,713,421,000
|
|
Week's Top Turnover
|
|
|
|
Name
|
Turnover
|
|
PTT
|
12,290,064,300
|
|
KBANK
|
9,595,742,600
|
|
GULF
|
9,223,111,150
|
|
PTTGC
|
9,215,343,075
|
|
KCE
|
9,157,612,350
|
|
Week Top Gainer
|
|
|
|
Name
|
Price
|
Change
|
|
METCO
|
274.000
|
47.0000
|
|
ABFTH
|
1329.000
|
19.0000
|
|
TR
|
42.750
|
12.2500
|
|
VIH-F
|
13.500
|
10.7000
|
|
MEGA
|
46.750
|
7.0000
|
|
|
|
|
Note: Weekly movement as at 20 Aug 2021
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
DTC
Dusit International invests in group-wide technological transformation to meet the shifting needs of the market and pursue sustainable post-pandemic growth.
|
|
|
|
Dusit International, one of Thailand’s leading hotel and property development companies, has completed the first stage of its most significant technolog-ical transformation project to date – including investing in the latest cloud-based ERP (Enterprise Resource Planning), CRM (Customer Relationship Management), and Data Management soft-ware to drive group-wide efficiency across its five business units (Hotels and Resorts, Hospitality Education, Food, Property Development, and Hospitality-Related Services) and leverage big da-ta to create exceptional consumer experiences and identify new business opportunities in line with Dusit’s three-pronged strategy for balance, expansion, and diversification...
|
|
|
|
|
|
|
|
|
|
|
TU
Japan Credit Rating Agency, Ltd. Assigns Thai Union an A- credit rating.
|
|
|
|
The Japan Credit Rating Agency, Ltd. (JCR) has assigned the Thai Union Group PCL (Thai Union), one of the world’s leading seafood companies, an A- rating with a stable outlook, driven by the company’s global diversification and earnings stability. This foreign currency long-term issuer credit rating is the same as Thailand’s sovereign credit rating...
|
|
|
|
|
|
|
|
|
|
|
TU
Chicken of the Sea International Names Andy Mecs as EVP, Commercial.
|
|
|
|
Chicken of the Sea International (COSI), announced the appointment of Andy Mecs to the role of Executive Vice President, Commercial.
In this new role, Mecs will have oversight of multiple departments including Sales, Marketing, and Supply Chain. He will be working in tandem with the key department leaders in each functional area. Mecs will report to Bryan Rosenberg, President & CEO, Thai Union North America (TUNA)...
|
|
|
|
|
|
|
|
|
|
|
TU
Thai Union surpasses its 2020 sustainable tuna commitment, new progress report shows.
|
|
|
|
Some 87 percent of Thai Union Group PCL’s branded tuna was sourced from MSC certified fisheries and Fishery Improvement Projects (FIPs) in 2020, surpassing its target of 75 percent and putting it on track to hit its goal of 100 percent...
|
|
|
|
|
|
|
|
|
|
|
ADVANC
AIS wants Thais to root for Thai Paralympians going for gold at Tokyo 2020 AIS PLAY to telecast Tokyo Paralympics 2020 live to viewers' screens Coverage of the most events, free to users on any network.
|
|
|
|
AIS PLAY once again brings happiness and underlines its leadership in sourcing diverse content catering to every need of Thai consumers. At latest it will offer live sportscasts of the Tokyo 2020 Paralympic Games, the biggest global sporting event for disabled athletes...
|
|
|
|
|
|
|
|
|
|
|
MOONG
Moong Pattana International PCL. be a part of giving back to society by sending encouragement to Milk Tooth Cluster Khon Kaen Hospital.
|
|
|
|
Moong Pattana International PCL. donates Pigeon products accessories for children who are sick with COVID-19, including milk bottles, pacifiers, whipped foam baths children's toothbrushes and toothpaste to Khon Kaen Hospital to support the Milk Teeth Cluster...
|
|
|
|
|
|
|
|
|
|
|
JWD
JWD posts sustained new-high revenue of MB1,282 in Q2/2021 H2/2021 growth to strongly fulfill demand Heading towards yearend performance as per target.
|
|
|
|
JWD InfoLogistics Public Company Limited (JWD) emphasizes the year of growth with sustained new-high Q2/2021 performance at 1,282 million baht – a 44.5-percent increase and a net profit of 115.5 million baht – a 140-percent increase following the exponential growth in the businesses of cargo transport, vehicle warehousing and management and hazardous goods warehousing and management, as well as the start of realizing revenue from new business investments. It is expected that this year’s revenue will hit the 5,000-million-baht mark following the first half-year revenue of 2,400 million baht...
|
|
|
|
|
|
|
|
|
|
|
JWD
JWD sets to elevate level of Cold Chain Logistics services Underlining business leadership potential to support growth trend.
|
|
|
|
JWD InfoLogistics Public Company Limited (JWD) recognizes that the trend in the Cold Chain Logistics service business will grow continually to support the Ecommerce boom and is preparing to elevate the transport capability and expand the service parameters to showcase its expertise as the leader in the cold storage business with integrated related services in a strong bid to expand the businesses...
|
|
|
|
|
|
|
|
|
|
|
S
Singha Estate recorded 3,018 million baht revenue, expected a strong growth this year mainly from the new source of revenue.
|
|
|
|
Singha Estate Public Company Limited reported its total revenue of 3,018 million baht in the first half of 2021. Major contributors were revenue from Santiburi the Residences, emphasizing strong demand in residential property and consumers’ confidence in its ultraluxury product, coupled with four-month revenue of UK portfolio hotels which it invested early this year...
|
|
|
|
|
|
|
|
|
|
|
CG
Centara makes a splash in the UAE with the October 2021 opening of Centara Mirage Beach Resort Dubai.
|
|
|
|
Centara Hotels & Resorts, Thailand’s leading hotel operator, welcomes travellers to discover a new world of wonder at Centara Mirage Beach Resort Dubai, opening on the Deira Islands in the UAE in October 2021...
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Thai Union Group Public Company Limited (TU)
Founded in 1977, Thai Union has a rich history of commitment to seafood expertise and innovation. From our beginnings as a canned tuna processor and exporter, we built our business on excellence in customer service and product quality. We now have an OEM international business and a global portfolio of consumer-favorite brands. Our ambitious growth plans are rooted in a commitment to sustainability and forward-looking innovations.
|
|
|
|
Historical Price Data
|
|
Date
|
Open
|
High
|
Low
|
Close
|
Volume
|
Volume(Baht)
|
|
20 Aug 2021
|
21.10
|
21.20
|
20.80
|
21.20
|
28,994,500
|
610,498,420
|
|
19 Aug 2021
|
21.10
|
21.50
|
20.70
|
20.80
|
73,483,500
|
1,544,278,030
|
|
18 Aug 2021
|
21.90
|
22.00
|
21.20
|
21.30
|
52,171,700
|
1,121,453,370
|
|
17 Aug 2021
|
21.90
|
22.10
|
21.80
|
22.00
|
24,331,300
|
534,424,560
|
|
16 Aug 2021
|
21.70
|
22.10
|
21.60
|
21.90
|
29,093,500
|
635,726,690
|
|
|
|
|
|
Fundamentals
|
EPS (฿) a
-
|
Rolling EPS (฿) e
-
|
NAV (฿) b
-
|
Issued & Paid-up Shares c
1,192,953,874.00 Baht
|
P/E
12.88
|
P/BV
1.75
|
Price / NAV b
-
|
Par Value (฿)
0.25 Baht
|
Dividend Yield (%) d
3.40
|
52 Weeks High
23.00
|
Cash Value (฿) g
-
|
Market Cap (M. Baht)
101,162.49
|
Dividend (฿) d
-
|
52 Weeks Low
13.00
|
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 20/08/2021.
|
|
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.
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
ORI
- EGM
Aug 26, 2021
Bangkok International Trade & Exhibition Centre
|
RATCH
- AM
Aug 27, 2021
RATCH Group Pcl.
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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.
|
|
|
|
|
|
|
|
|
