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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.
17 May 2022
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Week's Top Volume
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Name
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Volume
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Sembcorp Marine
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862,438,500
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Acesian Partners
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333,204,400
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Singtel
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291,497,106
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Jiutian Chemical
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284,366,900
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YZJ Fin Hldg
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261,106,700
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Week's Top Turnover
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Name
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Turnover
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Singtel
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818,761,155
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DBS
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742,804,919
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UOB
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471,235,520
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OCBC Bank
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464,360,419
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CapLand IntCom T
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336,014,069
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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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Azeus
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8.000
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1.8000
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PHIL Short SiMSCI-1X S$
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2.273
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0.1870
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Digilife Tech
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1.950
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0.1200
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CityDev
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8.180
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0.1200
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Cortina
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4.590
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0.0600
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Note: Weekly movement as at 13 May 2022
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Cromwell European REIT
Achieves 7.1% Growth In 1Q 2022 Distributable Income On Strength Of Light Industrial / Logistics Portfolio.
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Overall portfolio occupancy stable at 94.8%, with 4.2% positive rent reversion ( 5.8% light industrial / logistics and 1.6% office rent reversion). Record light industrial / logistics portfolio occupancy of 96.2%, driven by robust European market fundamentals, validating strategic pivot to logistics and mitigating softening office demand. 5.4% year-on-year increase in 1Q 2022 NPI from new acquisitions and higher CPI, 4.4% decrease on a like-for-like basis due to a 2.1% reduction in office occupancy to 89.8% over the quarter. 38.6% aggregate leverage, low al--in interest cost of ~1.72% and debt 100% hedged / fixed. Well-advanced plans to recycle capita...
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Rex
Oman & Norway Production Update For April 2022.
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Masirah Oil Limited announced that gross oil production in April 2022 from the Yumna Field in offshore Block 50 Oman, amounted to an average of 3,178 stock tank barrels per day over 12 days (Full month average: 1,271 stb/d). Lime Petroleum AS announced that oil production in April 2022 from the Brage Field in Norway, net to LPA, amounted to 2,960 barrels of oil equivalent per day...
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Ascendas REIT
To Acquire 7 Logistics Properties In Chicago, United States, For S$133.2 Million.
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Ascendas Real Estate Investment Trust is pleased to announce the proposed acquisition of a portfolio of seven logistics properties located across six infill industrial submarkets across Chicago, Illinois, United States, for S$133.2 million (US$99.0 million) from BREIT Industrial HS Property Owner LLC, BREIT Industrial Canyon IL1M03 LLC, BCORE Jupiter NEMW 1 LLC and Icon Pac Owner Pool 4 Northeast/Midwest, LLC, third-party vendors...
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Prime US REIT
1Q2022 Key Business & Operational Updates, Distributable Income Up 19% To US$20.9 Million.
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Continues positive leasing momentum for 1Q2022, more than double 1Q2021, 171,747 sq ft of leases executed at an overall positive rental reversion of 3.4%. Accretive acquisitions of Sorrento Towers and One Town Center continue to contribute strongly to the growth and diversification of PRIME's income. Stable portfolio occupancy of 89.9% with long WALE of 4.2 years. Maintains strong rent collections above 99% from FY2020 into 1Q2022. Parking revenue recovery as tenants gradually return to office, increase of over 30% vs 1Q2021. Stable NAV per unit of US$ 0.84 as at 31 March 2022. Active capital management underpins strong balance sheet and ample debt...
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EC World REIT
Reports DPU Of 1.383 Cents For 1QFY2022.
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While Gross Revenue and NPI increased y-o-y, Distribution to Unitholders was mainly impacted by withholding tax expense incurred for repatriation of funds and provision for Pre-termination Compensation to third-party tenant at Fu Zhuo Industrial as a result of the Compulsory Expropriation. Refinancing in progress. Expects to complete before the loans expire. COVID situation in China remains fluid. Monitoring macroeconomy and situation in Hangzhou closely...
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Daiwa House Logistics Trust
Portfolio Occupancy Improved To 98.6% With All Properties Fully Leased Except For 1.
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New leases signed and extended during the quarter improved the portfolio occupancy rate to 98.6%. Portfolio WALE was 6.8 years as at 31 March 2022. Refund of consumption tax amounting to JPY5.6 billion has been received, and corresponding loan taken for consumption tax was repaid in April 2022...
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Week's Top Volume
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Name
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Volume
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SERBADK
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1,875,546,100
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TECHNAX
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611,861,000
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MNC
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585,672,200
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DNEX
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243,852,600
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CSH
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239,602,100
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Week's Top Turnover
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Name
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Turnover
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PBBANK
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514,163,638
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PMETAL
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456,851,423
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MAYBANK
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443,477,461
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PCHEM
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423,758,447
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RHBBANK
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293,932,373
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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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MPI
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31.760
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1.6800
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HEIM
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24.480
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0.7200
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HENGYUAN
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6.980
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0.6400
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BJFOOD
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4.560
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0.6000
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PETDAG
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21.500
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0.4800
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Note: Weekly movement as at 13 May 2022
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Teladan Setia Group Berhad
Press Statement Titled "Teladan Setia Starts The Year Strong With RM9.5 Million Net Profit In 1Qfy22, Highest Since Its IPO"
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Melaka-based property developer, Teladan Setia Group Berhad ("Teladan Setia" or the "Group") (stock code: 0230) has today announced its first quarter results for the period ended 31 March 2022 ("1QFY22").
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Week's Top Volume
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Name
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Volume
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UPA
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2,223,598,700
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TTB
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2,141,411,700
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BANPU
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907,971,400
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IRPC
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886,286,200
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TRUE
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828,365,400
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Week's Top Turnover
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Name
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Turnover
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JMT
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10,976,889,050
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BANPU
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10,846,482,770
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PTT
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10,473,611,475
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ADVANC
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9,728,514,700
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AOT
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9,687,773,725
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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-F
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165.500
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34.5000
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CHOTI
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144.000
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16.5000
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INSURE
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60.000
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14.7500
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BH
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172.000
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10.5000
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JCT
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91.500
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8.5000
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Note: Weekly movement as at 13 May 2022
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WHAUP
WHAUP Enjoys 11% Growth of Water Sales in Q1; Expects Continuous Expansion of its Solar Rooftop Business
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Bangkok – WHA Utilities and Power Public Company Limited (WHAUP) continued to show strong performance in utilities and power services in Q1/2022, with 11% growth of total water sales volume, and adding secured more than 13 MW of Solar Rooftop installed capacity in its portfolio. The Peer-to-Peer Energy Trading Project has been completed, and expects to COD in the second half of this year.
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CKP
CKPower posts Baht 442.0 million revenue increase in Q1/2022
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Mr. Thanawat Trivisvavet, Managing Director, CK Power Public Company Limited or CKPower (SET: CKP), one of the region's largest producers of renewables-based electricity, stated that for its Q1/2022 operating results, CKPower recorded a total revenue of Baht 2,543.0 million, a year-on-year increase of Baht 442.0 million or 21.0%, and net profit of Baht 38.7 million.
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MINT
STRONG 1Q22 RESULTS ON THE BACK OF BUSINESS REBOUND
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Minor International Public Company Limited (“MINT”) today announced its first quarter 2022 financial results, posting a significant increase in core EBITDA of more than five times y-y to Baht 2,737 million from Baht 521 million in the same period last year, driven by the performance of all three business units. MINT continued its strong recovery momentum with 13 successive months of y-y core EBITDA growth, driven by the relaxation of COVID-19 restrictions in most of MINT’s key regions, which resulted in greater travel activity, increased dining traffic and an improving retail trading environment.
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ILM
ILM's Q1/2022 net profit reached 160.6 MB a 10-quarter high, 2022 performance will hit the target
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ILM reported its Q1/2022 net profit of 160.6 million baht, increased by 10.5% YoY and 6.4% QoQ, the highest in 10 quarters since Q3/2019. Revenue from rental and rendering of services made a record high. Operating results will continue to grow for the year 2022.
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TTA
TTA Continued to Deliver Strong Results in 1Q/2022
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In 1Q/2022, Thoresen Thai Agencies Plc. (TTA) reported its solid revenues of Baht 6,034.0 million which increased 75%YoY and strong net profits of Baht 979.8 million which increased 418%YoY, driven by the significant growth in core businesses, especially Shipping segment.
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TCAP
TCAP Q1 2022 Performance Operating Results of Its Subsidiaries Show Continuous Growth
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Mr. Somjate Moosirilert, Chief Executive Officer of Thanachart Capital Public Company Limited (TCAP), said, “Based on the consolidated financial statements of the Company and its subsidiaries for the first quarter of 2022, net profit amounted to 1,390 million baht, of which 1,036 million baht was net profit attributable to the Company, representing a decrease of 3.90 percent when compared to the same quarter of the previous year.
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BCPG
BCPG announces Q1/2022 performance with an outstanding 160.4% profit increase from higher capacity and share profit, including divestment of power plants in Indonesia, aiming for a 25-35% EBITDA growth from new green power businesses
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BCPG and its subsidiaries announced their operating results in Q1/2022 with total revenue of THB 1,159 million, a 10.7% increase from Q1/2021. The Company’s net profit reached THB 1,363 million, accounting for a 160.4% increase and a 473.4% increase from Q1/2021 and Q4/2021, respectively. The major contributor was the divestment of geothermal power plants in Indonesia.
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RS
Lifestar, An RS Group Company & Leader of The CBD Product Market, Introduced Krill Oil Plus CBD – Thailand’s First Certified Supplement.
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Reinforcing its leadership status in the health innovation market, Lifestar Company Limited, a subsidiary of RS Group, continued to its research and development in hemp and cannabidiol (CBD) products to serve consumer needs and further its success from the launch of hemp seed oil products late last year. Since the legalization, cannabis can be used for medical purposes and in health products, thereby increasing its economic value.
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GPSC
GPSC and PEA team up to study and develop the battery technologies for the upcoming trend of clean energy, making use of energy storage systems to enhance the power grid efficiency
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GPSC has collaborated with PEA to launch a project on battery energy storage system technologies to be used in the power grid of Provincial Electricity Authority. Meanwhile, the project is ready to be further extended with an attempt to create other relevant business opportunities within a period of 3 years’ operation framework.
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Digital Telecommunications Infrastructure Fund (DIF)
Digital Telecommunications Infrastructure Fund (DIF) (Previous Name: TRUE Telecommunications Growth Infrastructure Fund (TRUEIF)) is Thailand’s first telecommunication infrastructure fund offering opportunity for everyone to invest in telecommunication infrastructure which experiences constant growth and therefore allows investors to enjoy recurring incomes while simultaneously helps developing the sharing of telecommunication infrastructure.
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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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13/05/2022
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14.20
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14.30
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14.20
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14.30
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10,290,100
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12/05/2022
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14.20
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14.30
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14.10
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14.30
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22,171,800
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11/05/2022
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14.20
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14.30
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14.20
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14.30
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11,720,400
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10/05/2022
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14.30
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14.30
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14.20
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14.30
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12,122,000
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09/05/2022
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14.20
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14.30
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14.20
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14.30
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16,331,700
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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
106,316,537,450.00 Baht
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PE
-
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P/BV
0.86
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Price / NAV b
-
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Par Value (฿)
10.00 Baht
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Dividend Yield (%) d
7.30
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52 Weeks High
14.50
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Cash Value (฿) g
-
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Market Cap (M. Baht)
152,032.65
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Dividend (฿) d
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52 Weeks Low
11.80
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Price / Cash Value g
-
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Stock Categories
Information & Communication Technology
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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 15/05/2022.
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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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EGCO
- AM
May 25, 2022
EGCO 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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