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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.
31 Jul 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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1,749,039,300
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MarcoPolo Marine
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142,301,900
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Genting Sing
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134,079,900
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ThaiBev
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121,353,000
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Singtel
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106,518,100
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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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692,104,007
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UOB
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661,602,038
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OCBC Bank
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542,291,367
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Singtel
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281,177,924
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SIA
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256,058,051
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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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NIO Inc. USD OV
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13.940
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3.5600
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SPDR S&P500 US$
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455.800
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1.8000
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DBS
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34.260
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1.5200
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XT MSCHINA S$
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20.050
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1.2700
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UOB
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29.890
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1.2700
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Note: Weekly movement as at 28 Jul 2023
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Cromwell European REIT
Secures New 15-Year Lease With A Leading Global Asset Management Firm At Haagse Poort In The Netherlands.
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CEREIT has secured a major new lease with a leading global asset management firm at Haagse Poort in The Hague, Netherlands. The new lease is for c.10,000 sqm of space for a duration of 15 years, with a tenant-only break option at year 10. Fundamentals for Grade-A office markets in key Dutch cities remain resilient, with 4.4% average market vacancy...
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CLCT
1H 2023 Net Property Income Up 0.8% Year-On-Year.
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CapitaLand China Trust announced a net property income of RMB663.7 million for the six months ended 30 June 2023, 0.8% higher than 1H 2022. The increase in NPI was driven by better performance in CLCT's retail portfolio and partially offset by lower contributions from the new economy portfolio...
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ESR-LOGOS REIT
Delivers 1H2023 DPU Of 1.378 Cents, No Further Refinancing Needs In 2023 With Post-Divestments Gearing At 33.6%.
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1H2023 DPU at 1.378 cents, dip of 5.6% y-o-y mainly due to enlarged unit base from the recent equity fund raising exercise. Strong positive portfolio rental reversion at 11.6% driven by New Economy assets in Logistics and High-Specs sectors. Resilient operational performance with high occupancy of 92.9% underpinned by stable demand and limited supply of quality spaces. Announced AEIs and redevelopments are on track. Proposed divestments of seven non-core assets aggregating S$337.0 million, proceeds to repay debt in the interim. All FY2023 expiring debt has been refinanced, no refinancing risk for remaining of FY2023. Gearing at 39.4%, reducing to 33.6%...
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Suntec REIT
Delivers Distributable Income Of S$100.5 Million For 1H 2023.
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Suntec REIT reports distributable income of S$100.5 million for the period from 1 January to 30 June 2023, 27.2% lower than the period ended 30 June 2022. Distribution per unit of 3.476 cents to unitholders for 1H 23 was 27.7% lower year-on-year. Operational performance of the office, retail and convention properties continued to improve. However, higher financing costs and the weaker Australian dollar and Pound Sterling against the Singapore dollar impacted the distributable income...
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Geo Energy
Secures US$200 Million Transformational Acquisition Of Controlling Stake In A Listed Indonesian Coal Mining Group With Over 300 Million Tonnes Reserves, To Emerge As One Of The Top Coal Players In Indonesia.
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Value accretive acquisition of producing coal assets with over 300 million tonnes of reserves through a 58.65% controlling stake in PT Golden Eagle Energy Tbk (IDX: SMMT), rising to 75.00% stake subject to Mandatory Tender Offer to the public shareholders. Acquisition of 33.00% stake in PT Marga Bara Jaya, with ready-for-development world-class infrastructure that will unleash greater value for the Group. Transformational acquisition propels Geo Energy to achieve greater heights and strengthen its position in the Indonesian coal market and surrounding regions...
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AIMS APAC REIT
1Q FY2024 Total Distributions To Unitholders Up 5.1%, DPU Up 1.3% To 2.31 Singapore Cents.
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High occupancy rate of 98.1% and positive rental reversion of 38.0% for leases renewed. Strong leasing momentum with the execution of 91,320 sqm of leases. Prudent capital management with low gearing of 32.9% and no refinancing requirements in FY2024. Successful completion of S$100 million Equity Fund Raising fortifies balance sheet in uncertain macroeconomic environment to fund AEIs and future acquisition opportunities, and deliver long-term sustainable return to Unitholders...
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Week's Top Volume
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Name
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Volume
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HONGSENG
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1,157,711,000
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CLASSITA
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739,063,400
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UEMS
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703,354,400
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AT
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502,378,500
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MRCB
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474,421,600
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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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489,727,710
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MAYBANK
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479,278,206
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CIMB
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433,285,359
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UEMS
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355,456,907
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AAX
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252,693,596
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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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PETDAG
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22.960
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0.8600
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AAX
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2.310
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0.6300
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HLBANK
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19.540
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0.6000
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HLFG
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18.200
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0.6000
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TENAGA
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9.570
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0.4600
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Note: Weekly movement as at 28 Jul 2023
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Ekovest
Memorandum Of Understanding ("MOU") Between Ekovest, Shenzhen Maoxiong Co Ltd ("MX") And Anxi County People's Government ("Anxi County Office")
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The Board of Directors of Ekovest ("Board") wishes to announce that the Company had on 25 July 2023, signed a Memorandum of Understanding ("MOU") with MX and Anxi County Office concerning cross border socio economic collaboration which include but not limited to conceptualization, planning, prioritizing, financing and implementation of property development, infrastructure development and fresh produce, agriculture and aquaculture distribution and processing development in both China and Malaysia ("Proposed Cross Border Socio Economic Collaboration")
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Week's Top Volume
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Name
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Volume
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SIRI
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1,496,910,810
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TTB
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1,358,762,568
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AKS
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385,987,748
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XPG
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361,881,986
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BANPU
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355,874,313
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Week's Top Turnover
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Name
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Turnover
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KBANK
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26,658,393,600
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BBL
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7,620,990,200
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SCB
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7,189,786,700
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PTT
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7,013,457,225
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CPALL
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5,049,497,275
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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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BBIK
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125.500
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5.5000
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BBL
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170.000
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5.5000
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BBL-F
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168.500
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4.5000
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DELTA
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109.500
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4.0000
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JTS
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29.500
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4.0000
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Note: Weekly movement as at 27 Jul 2023
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ADVANC
AIS PLAY partners with TVBS to offer TVBS News, Taiwan's leading news and content provider, for free on every network — highlighting the platform's leadership in global content distribution
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TVBS, Taiwan's leading news content provider, is expanding its availability by joining forces with AIS to broadcast its original TVBS NEWS content for Taiwanese tourists and other Chinese speakers visiting Thailand in an exclusive deal for the first time in Thailand. The original content is available on the channel AIS PLAY, a leading Streaming Service Provider. The deal highlights AIS PLAY's leadership in entertainment, offering a large selection of international news outlets.
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ASAP
Reverend Grandfather Khamplaeng, Punnachi and Phrakhru Arunthorn Mophas have mercy on the alms round Chan Chan Han Morning and receive offerings to be auspicious for employees and subsidiaries.
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Reverend Grandfather Khamplaeng Punnachi and Phrakhru Aruntharmophas (Roong Aroon) Abbot and Dean of Na Klang District Wat Pa Nong Bua Kham Saen Parents, teachers from Nong Bua Lamphu Invited by Mr.Parinda Vongvitavat, Director of the Company received mercy Chan Chan Han in the morning and receive offerings to be auspicious for employees and subsidiaries.
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FPT
FTREIT unitholders approved asset acquisition at EGM, growing portfolio value to THB 49.5 billion
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Frasers Property Industrial REIT Management (Thailand) Company Limited, or "FIRM", as the REIT Manager of FTREIT, announced that the proposal to acquire high-potential assets including warehouses and factories from Frasers Property Thailand (“FPT”) has been approved at the Extraordinary General Meeting of Trust Unitholders No.1/2023 of Frasers Property Thailand Industrial Freehold and Leasehold REIT. The THB 1.55 billion investment in new assets comprises 10 factories and 15 warehouses in the strategic locations of Ayutthaya, Samut Prakan, Prachinburi and Chonburi provinces, which span 58,000 square metres in total.
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BTG
"BETAGRO" invests 100 million Baht, launches S-Pure campaign, targets sales growth of 17%. Emphasizes being a leader in the super premium food market.
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Betagro Public Company Limited or "BTG" invests 100 million Baht in re-launching its S-Pure brand with its new marketing campaign "If you want to live a natural lifestyle, S-Pure is your No.1 Brand". The relaunch comes with a new and extended product varieties, improved packaging designs, the use of paper trays to reduce plastic waste, and an extensive communication campaign to inform customers about S-Pure’s product benefits.
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Airports of Thailand Public Company Limited (AOT)
Prior to the Setting Up of the Airports of Thailand Public Company Limited On 17 December 1903, the Wrights Brothers succeeded in flying an engined aircraft which was the real beginning of flying in the world. As a result, various nations were quick to appreciate the future importance of flying. Eight years later, a Belgian pilot, Van den Born flew to Thailand, taking the “Orville Wright” to perform the first flight show from 2 – 8 February 1911 at Sa Pathum Horse Racing Course, now known as the Royal Bangkok Sports Club
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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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27/07/2023
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71.25
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71.50
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70.75
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71.25
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27,917,000
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26/07/2023
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71.25
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71.50
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71.00
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71.00
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9,185,069
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25/07/2023
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71.25
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71.25
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70.75
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70.75
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11,790,134
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24/07/2023
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71.50
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71.75
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70.75
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71.00
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14,735,749
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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
14,285,700,000.00 Baht
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P/E
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P/BV
9.83
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Price / NAV b
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Par Value (฿)
1.00 Baht
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Dividend Yield (%) d
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52 Weeks High
76.50
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Cash Value (฿) g
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Market Cap (M. Baht)
1,017,856.13
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Dividend (฿) d
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52 Weeks Low
66.00
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Price / Cash Value g
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Stock Categories
Transportation & Logistics
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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 27/07/2023.
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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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KAMART
- EGM
Aug 03, 2023
Ibis Bangkok Riverside
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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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