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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.
22 May 2023
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Week's Top Volume
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Name
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Volume
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Seatrium
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1,030,850,000
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MarcoPolo Marine
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259,734,600
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Genting Sing
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220,300,400
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ThaiBev
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203,043,600
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YZJ Shipbldg SGD
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139,299,000
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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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669,128,406
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UOB
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310,185,058
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SIA
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249,749,948
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OCBC Bank
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243,852,461
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Genting Sing
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228,190,665
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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 S&P500 US$
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421.500
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6.5100
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NX15100Z 250601
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98.400
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3.4000
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Jardine C&C
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35.320
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1.3300
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XT Vietnam US$
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27.100
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0.8200
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NC22300W 720801
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122.000
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0.7000
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Note: Weekly movement as at 19 May 2023
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Cromwell European REIT
Posts Strong 1Q 2023 Operational Performance.
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Overall portfolio occupancy up 100 bps to 95.8% compared to pcp, with 6.7% rent reversion and 76.4% tenant retention rate. NPI up 3.6% versus pcp, largely driven by 15.7% NPI growth in the light industrial / logistics sector. 40.6% aggregate leverage, 5.0x interest coverage ratio, 84% hedged / fixed debt with no material refinancing until November 2024...
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CapitaLand Ascendas REIT
Deepens Presence In one-north, Singapore With Acquisition Of Seagate's R&D Facility For S$218.2 Million.
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CapitaLand Ascendas REIT is pleased to announce the proposed acquisition of The Shugart, an integrated high-specification research and development facility and business park property from Seagate Singapore International Headquarters Pte Ltd. The Property is situated at 26 Ayer Rajah Crescent in the one-north district in Singapore. The purchase consideration for the Proposed Acquisition is S$218.24 million...
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Delfi
Update On The Group's First Quarter For The Financial Period Ended 31 March 2023.
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The Group recorded strong Revenue growth and EBITDA performance in 1Q 2023, driven by robust growth in both Own Brands and Agency Brands, and across both Indonesia and Regional markets. Year-on-year, 1Q 2023 sales were up 20.8% and EBITDA up 24.5% as the team continued to capture higher consumer demand by driving growth of core strategic products as the post-COVID recoveries in key markets continued into 2023...
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Sarine
Macro-Economic Headwinds Continued To Impact Business Results In Q1 2023.
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"Teething" issues, now rectified, with the new Meteorite Plus model impaired sales of capital equipment, resulting in a 12% drop in revenues sequentially from Q4 2022...
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ESR-LOGOS REIT
Announces Changes To Board Of Directors.
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Appointment of Mr. Loi Pok Yen as Independent Non-Executive Director. Appointment of Mr. George Kian Teik Agethen as Non-Executive Director. Retirement of Dr. Leong Horn Kee as Independent Non-Executive Director and the various sub-committees after more than four years of service. Retirement of Mr. Wilson Ang as Non-Executive Director after more than four years of service...
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JUMBO
Records A 73.3% Increase in Revenue To S$85.9 Million & A Net Profit Of S$8 Million In 1H2023
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Significant increase in revenue of 133.6% to $70.2 million in 1H2023 compared to $30.0 million in 1H2022 in the Group's core market, Singapore. Positive EBITDA of $19.2 million in 1H2023 compared to $5.4 million in 1H2022...
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Week's Top Volume
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Name
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Volume
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VINVEST
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548,751,900
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VELESTO
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289,317,700
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JADEM
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265,133,200
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TOPGLOV
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255,416,500
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YTL
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255,150,000
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Week's Top Turnover
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Name
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Turnover
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TENAGA
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360,457,981
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TOPGLOV
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290,833,594
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HARTA
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287,019,289
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CIMB
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205,414,539
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YTL
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188,344,517
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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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RAPID
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18.980
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0.7200
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DKSH
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5.400
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0.5000
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NESTLE
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135.000
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0.5000
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PETDAG
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22.600
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0.4800
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KLK
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22.660
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0.4600
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Note: Weekly movement as at 19 May 2023
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CLMT
News release: CLMT strengthens portfolio with the acquisition of a second logistics property for RM39.7 million
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CapitaLand Malaysia REIT Management Sdn. Bhd. (CMRM), the manager of CapitaLand Malaysia Trust (CLMT), is pleased to announce today that MTrustee Berhad, the Trustee of CLMT, has entered into a sale and purchase agreement to acquire a freehold logistics warehouse (the Logistics Property) located at the Hicom- Glenmarie Industrial Park in Shah Alam, Selangor (the Proposed Acquisition). The purchase price for the Proposed Acquisition is RM39.7 million, negotiated on a willing-buyer willing- seller basis, is in line with the independent market valuation1 of RM40.4 million commissioned by the Trustee...
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Week's Top Volume
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Name
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Volume
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TTB
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2,477,924,925
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SIRI
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1,797,040,434
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TRUE
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858,137,554
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BANPU
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667,822,969
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B
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547,262,555
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Week's Top Turnover
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Name
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Turnover
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CPALL
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12,957,638,150
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AOT
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12,461,950,200
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GULF
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11,713,210,725
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KBANK
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8,841,177,650
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DELTA
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8,746,265,100
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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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DELTA
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89.000
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11.5000
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SAPPE
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74.750
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9.0000
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BTNC
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20.600
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6.8000
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M-CHAI
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560.000
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6.0000
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TOPP
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159.500
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6.0000
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Note: Weekly movement as at 19 May 2023
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ADVANC
AIS welcomes back HBO with streaming service HBO GO and 5 premium channels on AIS PLAY Thailand's most powerful network now brimming with content including award-winning movies and TV shows Exclusive to AIS customers: 99 THB/month and 999 THB/year, only on AIS
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AIS is underlining its leadership in entertainment with superb international content on AIS PLAY, by welcoming back long-standing partner and global content giant HBO to entertain Thai audiences with a new content offer launching today.
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ADVANC
AIS caters to gadget lovers with popular 5G device for portable WiFi Back by popular demand, "ZTE 5G Home WiFi" The service provider delivering unlimited digital experiences
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AIS can no longer withstand demand, and is bringing back “ZTE 5G Home WiFi”, the portable 5G terminal device which quickly sold out after proving a hit with customers. AIS is now continuing its partnership with ZTE and catering to IT gadget lovers to fulfill every lifestyle use case of 5G at anytime and anywhere. The rerelease of ZTE 5G Home WiFi provides 5G service through a device which is both affordable and maximally efficient.
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ADVANC
AIS and Wisesight join hands to organize the 3rd Thailand Social AIS Gaming Award, highlighting the thriving gaming and Esports industry, which has expanded by over 5% and is valued at more than 2 billion baht, contributing to the digital economy of Thailand
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AIS reaffirms its goal of leading the advancement of the Thai gaming and eSports industry by partnering with Wisesight, a leading provider of social data analytics in Thailand. Together, they organize the Thailand Social AIS Gaming Awards 2023, an annual event that celebrates and recognizes individuals in the Thai gaming and Esports industry, including media, gamers, streamers, and KOL casters.
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CPN
Central Pattana reports strong growth for Q1 2023 with total earnings of 10.29 billion baht – 27% increase from previous year and net profit of 3.25 billion baht – 39% increase from previous year
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Bangkok: Central Pattana plc, (CPN) is reporting strong and continued growth for Q1 2023, with total earnings of 10.29 billion baht or a 27% increase from the previous year, and a net profit of 3.25 billion baht or a 39% increase from the previous year. Central Pattana has also unveiled the company’s vision and business strategy and announced its move towards the business model of the future: ‘The Ecosystem for All’ by synergizing all businesses together with ‘retail’ as the main key that connects residential buildings, office buildings and hotels in order to create strength throughout the entire system.
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PSH
Pruksa Reports 18% Growth in Q1 Net Profit Scales Up Healthcare Business and Promotes "Live well Stay well" Concept
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Pruksa Holding unveils its Q1/2023 financial results, reporting a net profit of THB 652 million, an 18% increase, and total revenues of THB 6,598 million, a 10% increase, compared to Q1/2022. Moving forward with its Seed New Business strategic plan, the company has invested in new businesses following mega trends, to deliver " Live well Stay well" experiences. Pruksa announced a partnership with Naluri to provide health coaching and counseling services through a digital platform in Thailand.
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TTA
TTA reports Consolidated Net Profits of Baht 215.0 Million in the First Quarter 2023 Results
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Thoresen Thai Agencies Plc. (TTA) reported that its consolidated net profits of Baht 215.0 million in 1Q/2023 in spite of declined Shipping TCE rate and lower fertilizer sales from Agrochemical segment. Shipping, Offshore Service, Agrochemical, Food & Beverage, and Investment Segments contributed 44%, 31%, 9%, 10% and 6% to the consolidated revenues, respectively. Gross profits amounted to Baht 1,093.9 million.
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SJWD
SJWD posts strong Q1 results driven by merger with affiliate Expecting continued upturn in Q2, seeking new funds for investment, refinancing
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SCGJWD Logistics PCL (SJWD) announced robust first-quarter operating results after consolidating the February-March financial statements of SCG Logistics Management Co., Ltd. (SCGL) to its bottom line. The integration has boosted SJWD's revenues for January-March 2023 by 250% over the same period last year to 4,942.1 million baht and raising net profit by 84% to 231.2 million baht.
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GVREIT
GVREIT remains strong with 92% occupancy rate and attains global connectivity standard Distribution of 0.1950 baht per unit
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Frasers Property Commercial Asset Management (Thailand) Company Limited or “FPCAMT” as the REIT Manager of Golden Ventures Leasehold Real Estate Investment Trust or “GVREIT” announced its operating results of the Trust for the second quarter of the fiscal year 2023 (January – March 2023), generating total revenue of 289.63 million baht, an increase of 3.32% compared to the same period of last year. The distribution payment for Q2/2023 will be paid at the rate of 0.1950 baht per trust unit, totaling over 158.89 million baht, which will be paid on 12 June 2023.
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ILM
ILM's Q1/2023 recorded net profit of 174.3 MB To make a new record for 2023 performance
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ILM reported its Q1/2023 net profit of 174.3 million baht, an increase of 8.5% YoY. Net profit in Q1/2023 was the best Q1 performance in several years. The Company is confident its 2023 operating results will continue to grow and make a new record again after the previous record high in 2022.
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GABLE
GABLE continues toshow strong business performance with Q1/2023’s net profitup 18% and software platform revenue jumping over 103%, eying further business expansion after SET listing.
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GABLE (the Group)announcedoperating results for the first quarter of 2023, which were still strong and growing continuously. Its net profit increased 18% to Baht 25 million from the same period last year. This was mainly due to the growth in revenue from the Enterprise Solutions Business (Digital Transformation) and revenue from the Software Platform Business. The number of the growth in profit and revenue clearly reflected its strengths and was in line with the Group’s strategy to focus on high margin businesses.
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WHA
WHAUP Closes the Deal of Two Big Premium Clarified Water Projects for a “Leading Solar Panel Manufacturer from China” and a “Medical Rubber Glove Factory”
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WHA Utilities and Power Plc. (“WHAUP”) won two big projects to supply premium clarified water services to a major solar panel manufacturer from China with the production capacity of 2,920,000 cubic meters per year for 15 years and the contract valued THB 1.8 billion, and a medical rubber glove factory with the capacity of 1,679,000 cubic meters per year and the contract worth THB 1.1 billion. The two deals reinforce WHAUP as a leading utilities provider for water and power.
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Sabina Public Company Limited (SABINA)
Sabina Public Company Limited or Sabina, a manufacturer and distributor of ladies' lingerie, top number one lingerie brand in Thailand. Sabina distributes its products nationwide through all distribution channels as its business is expanding to neighboring countries in the ASEAN Economic Community, especially CLMV (Cambodia, Laos, Myanmar and Vietnam) as well as other parts of the world. It is also a lingerie manufacturer for leading lingerie brands overseas (OEM).
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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 (Shares)
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Value (Baht)
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19/05/2023
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29.00
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29.50
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28.00
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29.00
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1,153,354
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33,062,975
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18/05/2023
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30.00
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30.00
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29.00
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29.25
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366,112
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10,766,500
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17/05/2023
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29.75
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30.25
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29.50
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29.50
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1,144,422
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34,011,750
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16/05/2023
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30.00
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31.00
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29.75
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30.25
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2,717,263
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82,566,575
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15/05/2023
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30.00
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30.25
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29.00
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29.50
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3,959,753
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52,728,450
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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
347,500,000.00 Baht baht
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P/E
23.28
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P/BV
5.09
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Price / NAV b
-
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Par Value (฿)
1.00 Baht
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Dividend Yield (%) d
4.14
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52 Weeks High
31.00
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Cash Value (฿) g
-
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Market Cap (M. Baht)
10,077.50
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Dividend (฿) d
-
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52 Weeks Low
21.90
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Price / Cash Value g
-
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Stock Categories
Fashion
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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 19/05/2023.
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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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GPSC
- AM
May 22, 2023
Renaissance Bangkok Ratchaprasong Hotel
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EGCO
- AM
May 26, 2023
Electricity Generating Public Company Limited
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RATCH
- AM
May 26, 2023
RATCH Group Public Company Limited
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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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