|
|
|
|
|
|
|
|
FOCUS
e-Newsletter
|
|
|
|
An online publication that highlights trading numbers and key announcements over the past week.
12 Jul 2022
|
|
|
|
|
|
|
|
|
|
|
|
Week's Top Volume
|
|
|
|
Name
|
Volume
|
|
Sembcorp Marine
|
305,993,400
|
|
Shen Yao
|
189,832,500
|
|
CapLand IntCom T
|
158,767,800
|
|
YZJ Fin Hldg
|
154,258,300
|
|
Golden Agri-Res
|
140,442,500
|
|
Week's Top Turnover
|
|
|
|
Name
|
Turnover
|
|
DBS
|
546,894,585
|
|
CapLand IntCom T
|
329,053,652
|
|
Singtel
|
322,432,114
|
|
UOB
|
289,027,641
|
|
OCBC Bank
|
201,198,416
|
|
Week Top Gainer
|
|
|
|
Name
|
Price
|
Change
|
|
SPDR S&P500 US$
|
389.000
|
12.9600
|
|
IS MS INDIA S$D
|
15.160
|
0.7400
|
|
DBS
|
30.030
|
0.5400
|
|
UOI
|
7.100
|
0.4100
|
|
NIO Inc. USD OV
|
22.230
|
0.3300
|
|
|
|
|
Note: Weekly movement as at 08 Jul 2022
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Cromwell European REIT
Divests An Office Asset In Finland & Continues Its Pivot To Light Industrial / Logistics Sector With The Acquisition Of A Third UK Logistics Asset.
|
|
|
|
The UK logistics asset was acquired at a 5.2% net operating income yield for GBP18.9 million, approximately EUR22.1 million or S$31.8 million, 14.7% below independent valuation and 31.0% discount to replacement cost. The UK logistics asset is 100% let on a 10-year triple net lease to a UK national 3PL Kammac Ltd and is situated in a well-established logistics location in Cheshire, close to major cities Liverpool and Manchester, with good connectivity to major motorway networks, two airports and a deep-sea port. Opus 1 office asset in Finland was divested for EUR16.2 million, approximately S$23.3 million, to a local investor, 6.4% above 31 December 2021...
|
|
|
|
|
|
|
|
|
|
Yanlord
Unaudited Key Operating Figures For June 2022.
|
|
|
|
In June 2022, the Group together with its joint ventures and associates' total contracted pre-sales from residential and commercial units, and car parks amounted to approximately RMB12.578 billion on contracted gross floor area of 219,500 square metres, an increase of 201.0% and 46.8% respectively compared to the corresponding period of 2021...
|
|
|
|
|
|
|
|
|
|
|
Ascott
Acquires Oakwood Worldwide To Fast-Track Growth To Over 150K Units Globally.
|
|
|
|
CapitaLand Investment Limited's wholly owned lodging business unit, The Ascott Limited announced it is acquiring Oakwood Worldwide, a premier global serviced apartment provider, from Mapletree Investments Pte Ltd. The acquisition increases Ascott's global portfolio by 81 properties and about 15,000 units. Oakwood's approximately 8,500 operational units are expected to immediately contribute to Ascott's recurring fee income streams upon completion of the transaction slated in 3Q 2022...
|
|
|
|
|
|
|
|
|
|
|
Rex
Engages Exclusive Mandated Arranger Of Financing For Malaysia Assets.
|
|
|
|
Rex International Holding Limited's wholly-owned subsidiary Pantai Rhu Energy Sdn Bhd has engaged the Carlingford division of GFI Securities Limited as its exclusive mandated arranger of financing for the development of the Rhu-Ara Cluster and the Diwangsa Cluster located in offshore Peninsular Malaysia, in which the Rex Group holds 95 per cent interests and operatorship...
|
|
|
|
|
|
|
|
|
|
|
EC World REIT
Successfully Extended The Maturity Of The Outstanding Onshore & Offshore Facilities To 30 April 2023 With Refinancing Exercise On-Going.
|
|
|
|
EC World Real Estate Investment Trust wishes to announce that it has successfully extended the maturity date of the outstanding Onshore Facilities and Offshore Facilities to 30 April 2023, thereby obtained sufficient time to complete the on-going refinancing exercise...
|
|
|
|
|
|
|
|
|
|
|
Yangzijiang
Clinches Order From PIL To Build 4 Units Of 8K TEU LNG Dual-Fuel Containerships.
|
|
|
|
First vessels to be built by Yangzijiang's shipyard that carry the GTT Mark III technology and equipped with an ammonia ready fuel tank. The order is a follow-on order from PIL and demonstrates Yangzijiang's growing capabilities in delivering green vessels. As of 6 July 2022, Yangzijiang has a total orderbook value of USD8.15 billion for 137 vessels, keeping its yard facilities at healthy utilization rates with revenue visibility till mid-2025...
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Week's Top Volume
|
|
|
|
Name
|
Volume
|
|
TOPGLOV
|
263,514,600
|
|
REACH
|
226,219,700
|
|
HIBISCS
|
166,476,100
|
|
WIDAD
|
163,249,600
|
|
JADEM
|
155,347,000
|
|
Week's Top Turnover
|
|
|
|
Name
|
Turnover
|
|
PCHEM
|
308,411,378
|
|
TOPGLOV
|
256,878,071
|
|
CIMB
|
249,938,727
|
|
MAYBANK
|
233,306,083
|
|
PBBANK
|
217,255,522
|
|
Week Top Gainer
|
|
|
|
Name
|
Price
|
Change
|
|
PETDAG
|
21.900
|
0.9600
|
|
FANG-2XL
|
7.120
|
0.7400
|
|
MPI
|
28.200
|
0.2600
|
|
AHEALTH
|
2.950
|
0.2500
|
|
TIMECOM
|
4.520
|
0.2200
|
|
|
|
|
Note: Weekly movement as at 08 Jul 2022
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Ekovest Berhad
Acceptance Of Letter Of Award Amounting To RM1.979 Billion In The RTS Link Project
|
|
|
|
The Board of Directors of Ekovest ("Board") wishes to announce that our wholly-owned subsidiary, Ekovest Construction Sdn Bhd ("ECSB") has been accepted by Malaysia Rapid Transit System Sdn Bhd ("MRTS") (a wholly-owned subsidiary of Mass Rapid Transit Corporation Sdn Bhd), the developer and owner of the civil infrastructure for the section of Malaysia in Johor Bahru to Singapore Rapid Transit System Link Rail connecting Johor Bahru and Singapore ("RTS Link Project"), as the collaborative partner of Adil Permata Sdn Bhd ("APSB"), the appointed main contractor by MRTS for the RTS Link Project, to undertak...
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Week's Top Volume
|
|
|
|
Name
|
Volume
|
|
JAS
|
2,340,486,586
|
|
TTB
|
1,346,948,978
|
|
BLESS
|
1,167,332,788
|
|
BIOTEC
|
842,937,192
|
|
MONO
|
786,280,037
|
|
Week's Top Turnover
|
|
|
|
Name
|
Turnover
|
|
PTTEP
|
13,937,391,150
|
|
PTT
|
10,783,927,275
|
|
KBANK
|
10,111,428,500
|
|
BANPU
|
9,282,736,420
|
|
ADVANC
|
8,678,312,550
|
|
Week Top Gainer
|
|
|
|
Name
|
Price
|
Change
|
|
JMT-F
|
74.000
|
31.5000
|
|
TOPP
|
179.500
|
20.5000
|
|
INSURE
|
170.000
|
9.5000
|
|
BH
|
188.500
|
8.5000
|
|
THG
|
70.000
|
7.7500
|
|
|
|
|
Note: Weekly movement as at 08 Jul 2022
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
TU
Thai Union Group donates THB 1.8m to Samut Sakhon Hospital for new medical equipment
|
|
|
|
Thai Union Group recently donated THB 1.8 million to Samut Sakhon Hospital for the purchase of medical equipment for its new operating rooms, as part of the Company’s ongoing to commitment to support communities where it operates. Mr. Wichai Leelajesadakul (3rd left), General Manager at Thai Union Manufacturing and Mr. Suwan Pusrichan (2nd left), Assistant General Manager at Thai Union Group
|
|
|
|
|
|
|
|
|
|
|
GPSC
GPSC and SC Asset commence on the study of clean energy innovations for real-estate market, promote this project as a cooperation model for business development in response to global trends
|
|
|
|
Mrs. Rosaya Teinwan, Executive Vice President - Business Development, of Global Power Synergy Public Company Limited (GPSC), the innovative power flagship of PTT Group, revealed that GPSC had signed a Memorandum of Understanding (MOU) with Mr. Direk Tayakee, Head of Tech Solutions, SC Asset Corporation Public Company Limited (SC Asset), to implement the project of renewable energy and energy innovation development designated for SC Asset's development plans, including detached houses, townhomes, condominiums and office buildings.
|
|
|
|
|
|
|
|
|
|
|
AP
AP Thailand racks up Bht 25,530 million in 1H sales Set to launch 40 new projects worth Bht 53,620 million in 2H On track to break through every limit
|
|
|
|
Mr. Vittakarn Chandavimol, Chief Corporate Strategy and Creation, AP Thailand Public Co., Ltd., said that despite improvement in the pandemic situation, everyone in the world is about to face an inflation where rising prices of goods will affect the economy of virtually every country. What AP has been doing, according to Mr. Vittakarn, is closely monitor the situation in order to keep its action plans up to date as they company manages its costs to keep the current sale prices intact so that its customers are least affected by the inflation. As a result of the adjustment, in the first half of the year the company was able to reach a new high once again for its pre-sales and ownership transfers.
|
|
|
|
|
|
|
|
|
|
|
AEONTS
AEONTS announced 1Q/2022 a net profit of 1,115 MB or 4.46 baht per share.
|
|
|
|
AEON Thana Sinsap (Thailand) Public Company Limited (AEONTS) – Thailand’s consumer finance business leader – recently announced the Company’s results for the first quarter of 2022. The total consolidated revenues were 5,485 million baht, increased by 9% y-y. This was mainly increased in credit card income by 17%, in line with the higher of credit card spending and cash advance in this quarter and other incomes in bad debt recovery increased by 17% y-y.
|
|
|
|
|
|
|
|
|
|
|
FPT
“Samyan Mitrtown” the top-in-class mixed-use building recognized by five prestigious awards, recently wins "MEA Energy Awards 2021"
|
|
|
|
Frasers Property Thailand announced that one of its leading mixed-use developments, Samyan Mitrtown, has been recognized by the Metropolitan Electricity Authority (MEA) for its strong energy saving efforts in the Shopping Mall category at the 2021 MEA Energy Awards.
|
|
|
|
|
|
|
|
|
|
|
BBGI
B nature plus to begin its very first 2 – week roadshow from 11-27 July 2022
|
|
|
|
Starting from 11 - 27 July, vitamin and supplement brand B nature plus is to begin its 2-week roadshow “B nature Plus Roadshow: Innovation for everyone’s health” across Bangkok hospitals and office buildings. At each location, special promotions with extensive complimentary gifts are to be offered.
|
|
|
|
|
|
|
|
|
|
|
RATCH
NEXIF RATCH ENERGY INAUGURATES COMMERCIAL OPERATIONS OF ITS CO-GEN POWER PROJECT IN RAYONG, THAILAND
|
|
|
|
At a traditional inauguration ceremony held on 2nd July 2022, Nexif Energy, the Singapore-based Asian and Australian power generation company, and RATCH Group, a leading power and infrastructure company active in Thailand and across the APAC region, dedicated their 92MW Rayong gas-fired co-generation project to operational excellence and efficiency.
|
|
|
|
|
|
|
|
|
|
|
WHAID
Quantum SPT Purchases Land in WHA Rayong 36 Industrial Estate to Expand Operations in the Region
|
|
|
|
Quantum SPT Co., Ltd., Australia-based manufacturer of ultra-high pressure electric servo pumps, recently purchased land at WHA Rayong 36 Industrial Estate, WHA Group’s latest industrial estate in the Eastern Economic Corridor. The company will build a cutting-edge facility that will manufacture high-quality products that use green pumping technology.
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Origin Property Public Company Limited (ORI)
Origin Property Company Limited was established in 2009 as a property development company which focuses on condominium that offers great travelling conveniences located near Sky Train routes and expressways.
|
|
|
|
Historical Price Data
|
|
Date
|
Open
|
High
|
Low
|
Close
|
Volume
|
Value(Baht)
|
|
08 July 2022
|
10.10
|
10.10
|
9.90
|
9.95
|
4,543,451
|
45,290,905
|
|
07 July 2022
|
9.80
|
10.10
|
9.80
|
10.00
|
5,594,444
|
55,685,230
|
|
06 July 2022
|
9.80
|
9.85
|
9.65
|
9.70
|
7,584,519
|
73,879,415
|
|
05 July 2022
|
10.20
|
10.20
|
9.80
|
9.85
|
9,084,579
|
90,619,305
|
|
04 July 2022
|
10.00
|
10.20
|
9.90
|
10.10
|
7,346,458
|
73,815,59
|
|
|
|
|
|
Fundamentals
|
EPS (฿) a
-
|
Rolling EPS (฿) e
-
|
NAV (฿) b
-
|
Issued & Paid-up Shares c
1,227,061,226.50 Baht
|
P/E
7.86
|
P/BV
1.56
|
Price / NAV b
-
|
Par Value (฿)
0.50 Baht
|
Dividend Yield (%) d
5.43
|
52 Weeks High
12.70
|
Cash Value (฿) g
-
|
Market Cap (M. Baht)
24,418.52
|
Dividend (฿) d
-
|
52 Weeks Low
8.20
|
Price / Cash Value g
-
|
Stock Categories
Property Development
|
|
|
|
|
|
|
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 08/07/2022.
|
|
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.
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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.
|
|
|
|
|
|
|
|
|
