|
|
|
|
|
|
|
|
FOCUS
e-Newsletter
|
|
|
|
An online publication that highlights trading numbers and key announcements over the past week.
02 Oct 2023
|
|
|
|
|
|
|
|
|
|
|
|
Week's Top Volume
|
|
|
|
Name
|
Volume
|
|
Seatrium
|
1,424,946,862
|
|
Annica
|
270,772,700
|
|
Rex Intl
|
151,923,000
|
|
Genting Sing
|
118,956,675
|
|
ThaiBev
|
110,499,000
|
|
Week's Top Turnover
|
|
|
|
Name
|
Turnover
|
|
DBS
|
455,068,124
|
|
OCBC Bank
|
288,426,709
|
|
UOB
|
265,106,514
|
|
Seatrium
|
188,811,139
|
|
Singtel
|
179,134,897
|
|
Week Top Gainer
|
|
|
|
Name
|
Price
|
Change
|
|
NIO Inc. USD OV
|
9.210
|
0.4100
|
|
DBS
|
33.640
|
0.3900
|
|
Creative
|
1.680
|
0.2800
|
|
UOB
|
28.500
|
0.2800
|
|
Jardine C&C
|
31.930
|
0.2300
|
|
|
|
|
Note: Weekly movement as at 29 Sep 2023
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
CapitaLand Ascott Trust
Completes Divestment Of 4 Properties In Regional France For EUR44.4 Million.
|
|
|
|
CapitaLand Ascott Trust has completed the divestment of four mature serviced residences in regional France to an unrelated third party for a total of EUR44.4 million (S$64.7 million). The four properties are Citadines Croisette Cannes, Citadines Prado Chanot Marseille, Citadines Castellane Marseille and Citadines City Centre Lille. The four properties were divested at 63% above book value and net proceeds of the divestment is approximately EUR34.1 million (S$49.7 million). The exit yield is about 4% and CLAS received a net gain of approximately EUR1.2 million (S$1.8 million)...
|
|
|
|
|
|
|
|
|
|
Geo Energy
Successfully Secures US$220 Million Term Loan Facilities From Bank Mandiri To Fuel The Group's Growth Expansion Plans & Become One Of the Top Players In The Indonesia Coal Mining Industry.
|
|
|
|
The USD220 million term loan facilities, together with the Group's existing cash reserves, will drive the growth expansion plans, providing healthy balance sheet and strong working capital and liquidity. The term loan carries a very competitive interest rate, currently about 8.5% (Term SOFR plus 3.25% per annum), with favourable tenor of up to five years. The Group's ability to secure a sizeable loan at such competitive terms reflects the confidence of lenders towards the strong financial and credit standing of the Group...
|
|
|
|
|
|
|
|
|
|
|
RH PetroGas
Spuds Karuka-1 Exploration Well In Kepala Burung PSC, Indonesia.
|
|
|
|
RH Petrogas Limited's subsidiary Petrogas (Basin) Ltd. has on 28 September 2023 spudded the Karuka-1 exploration well in the Kepala Burung Production Sharing Contract, Southwest Papua, Indonesia. The Karuka-1 well targets a large structure below the shallower Tertiary Kais limestone which is currently the main oil producing zone of the block. The well seeks to test the gas and condensate potential in the pre-Tertiary section in the Salawati basin, with the primary target being the Middle Jurassic Roabiba sandstone and the secondary target being the deeper Permian Aifam sandstone. The Salawati basin is located close to the margin of the northern fla...
|
|
|
|
|
|
|
|
|
|
|
Southern Alliance Mining
Transitions To Underground Mining To Ensure Better Production Reliability Amidst High Market Volatility.
|
|
|
|
Deploying a strategy to transition from open pit mining to underground mining for known mineral resources to improve production reliability. Promising developments in the gold exploration at the Tenggaroh Prospect as the Group has narrowed down on target zones where significant gold mineralisation has been indicated. Strong sequential improvement of 37.8% in Group's revenues reported 2H FY2023 of RM71.9 million compared to 1H FY2023 of RM52.2 million and this significantly narrowed net loss after tax for the same period...
|
|
|
|
|
|
|
|
|
|
|
APAC Realty
Arrives In Australia To Catalyse New Opportunities.
|
|
|
|
APAC Realty Limited has entered into a ERA Master Franchise Agreement with Queensland 888 Pty Ltd.. Under the Agreement, APAC Realty has granted Queensland 888 exclusive rights to operate or grant memberships for the operation of ERA member broker offices in the state of Queensland, Australia. The Agreement is for an initial term of 15 years commencing from 1 September 2023, and may be renewed for a further 15 years subject to the fulfilment of certain conditions as set out in the Agreement...
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Week's Top Volume
|
|
|
|
Name
|
Volume
|
|
EMCC
|
601,392,600
|
|
WIDAD
|
235,663,500
|
|
MYEG
|
230,700,900
|
|
EKOVEST
|
228,349,700
|
|
KNM
|
216,354,400
|
|
Week's Top Turnover
|
|
|
|
Name
|
Turnover
|
|
CIMB
|
361,646,659
|
|
MAYBANK
|
332,274,364
|
|
PBBANK
|
227,184,252
|
|
EMCC
|
209,658,533
|
|
TENAGA
|
196,382,774
|
|
Week Top Gainer
|
|
|
|
Name
|
Price
|
Change
|
|
AEONCR
|
12.180
|
0.8200
|
|
RAPID
|
24.600
|
0.8000
|
|
HEXTECH
|
24.840
|
0.6400
|
|
MPI
|
27.460
|
0.5200
|
|
HEIM
|
24.320
|
0.3600
|
|
|
|
|
Note: Weekly movement as at 29 Sep 2023
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Capital A
Memorandum Of Understanding
|
|
|
|
The Board of Directors of the Company wishes to announce that the Company and its subsidiary, AirAsia Aviation Group Limited ("AAAGL"), had on 27 September 2023 entered into Memorandums of Understanding ("MOUs") with PT Garuda Indonesia (Persero) Tbk ("Garuda") and PT Citilink Indonesia ("Citilink") respectively to collaborate for an extensive partnership that is expected to redefine travel and logistics within the ASEAN region. The Company, AAAGL, Garuda and Citilink shall hereinafter be collectively referred to as the "Parties" and individually referred to as "Party"
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Week's Top Volume
|
|
|
|
Name
|
Volume
|
|
TTB
|
1,219,783,126
|
|
SIRI
|
1,017,472,147
|
|
XPG
|
710,674,358
|
|
BANPU
|
642,455,149
|
|
TRUE
|
588,823,724
|
|
Week's Top Turnover
|
|
|
|
Name
|
Turnover
|
|
DELTA
|
17,683,409,775
|
|
PTTEP
|
12,864,385,500
|
|
SCB
|
10,258,738,850
|
|
KBANK
|
9,857,669,650
|
|
PTT
|
9,523,587,400
|
|
Week Top Gainer
|
|
|
|
Name
|
Price
|
Change
|
|
OHTL
|
496.000
|
16.0000
|
|
PTTEP-F
|
171.500
|
6.5000
|
|
BH-F
|
264.000
|
5.0000
|
|
PTTEP
|
171.000
|
4.5000
|
|
BH
|
268.000
|
3.0000
|
|
|
|
|
Note: Weekly movement as at 29 Sep 2023
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
DUSIT
Dusit Thani Mogan Mountain, Huzhou, makes its debut offering luxurious wellness-focused retreats amidst nature – just a short drive from the city centre
|
|
|
|
Dusit International, one of Thailand’s leading hotel and property development companies, represented in China by Dusit Fudu Hotels and Resorts, has continued its expansion in China with the opening of the highly anticipated Dusit Thani Mogan Mountain, Huzhou – the 11th luxury Dusit-branded property in China.
|
|
|
|
|
|
|
|
|
|
|
ADVANC
AIS Reinforces Thailand's Position as a Leader in the Development of Autonomous Networks Winning Awards at the Digital Transformation World Summit 2023 by TM Forum Moving Ahead to Become a Cognitive Tech-Co
|
|
|
|
AIS stands tall on the global stage, clinching two prestigious awards for "Best Innovative and Future Technology Company" and "Best New Catalyst - Culture and Talent" at the 2023 Digital Transformation World Summit. Hosted by TM Forum, a leading association of telecom service providers and network developers from over 100 countries worldwide, these accolades underscore AIS's unwavering commitment to elevate network capabilities and driving forward the standards of the Autonomous Network on a global scale.
|
|
|
|
|
|
|
|
|
|
|
ADVANC
AIS and Huawei Jointly Complete First Commercial Verification of 5G RedCap on both 700MHz and 2600MHz commercial network in Asia Pacific
|
|
|
|
AIS and Huawei, Thailand's leading mobile operator, recently completed Thailand's first 5G RedCap commercial test in Bangkok. The test was conducted on both 700MHz and 2600MHz commercial network, and used diversified commercial RedCap terminals, including DTU (Data Transfer Units) and CCTV cameras. Comprehensive capabilities were verified during the test, e.g. downlink and uplink peak throughput, mobility performance, coexistence of RedCap and eMBB UEs.
|
|
|
|
|
|
|
|
|
|
|
ADVANC
AIS, ZTE and MediaTek Firstly Verified 5G RedCap at 2.6Ghz in Southeast Asia.
|
|
|
|
In August 2023, Thailand's mobile operator AIS (Advanced Info Service), ZTE Corporation (ZTE) and MediaTek accomplished the first collaborative validation of 5G RedCap in 2.6Ghz in Southeast Asia. This milestone signifies the further expansion and application of RedCap technology in the global market, ushering in new possibilities for the development of the global cellular Internet of Things (IoT).
|
|
|
|
|
|
|
|
|
|
|
ADVANC
AIS 5G exploits Free China Visa policy in partnership with Trip.com, China's top tourist platform Seamless service covers every stage of the journey catering to Chinese tourists AIS LUCKY SIM CARD is the key to unlock communications for reassurance the entire trip
|
|
|
|
AIS 5G has joined forces with China’s leading online travel agent (OTA), Trip.com, in response to the new policy of free visas for China. The policy will stimulate Thailand’s tourism sector by delivering a seamless user experience for Chinese tourists when planning their travels on the Ctrip platform. Everything is covered from booking air tickets, hotels and tourism packages to services from AIS 5G. These provide exceptional convenience to Chinese tourists and travelers who can purchase the SIM card before they arrive in Thailand with the AIS LUCKY SIM CARD.
|
|
|
|
|
|
|
|
|
|
|
TU
Thai Union welcomes Israeli startups at its Global Innovation Center
|
|
|
|
Thai Union Group PCL welcomed a delegation from 12 food tech startups from Israel and officials from the Israeli embassy to visit its Global Innovation Center (GIC). The purpose of the visit was to learn more about sustainable and diverse innovation under the SeaChange®2030 strategy. The delegation had the opportunity to exchange knowledge about food innovation with experts, including Dr. Tunyawat Kasemsuwan, Group Director – Global Innovation, and Tawat Suthasineenont, Group Technical & Development Director, as well as Dr. Christopher Aurand, Head of Open Innovation and SPACE-F program.
|
|
|
|
|
|
|
|
|
|
|
TTA
TRIS Affirms TTA Rating at BBB /Stable Reflecting Its Strength in 2 Core Businesses
|
|
|
|
Thoresen Thai Agencies Public Company Limited or TTA is pleased to announce that TRIS Rating affirms the rating on Thoresen Thai Agencies PLC (TTA) and the rating on its outstanding senior unsecured debentures at “BBB ” with a “stable” outlook, reflecting TTA’s strength in its two core businesses, dry-bulk shipping, and offshore services.
|
|
|
|
|
|
|
|
|
|
|
FPT
Frasers Property Thailand named one of HR Asia’s ‘Best Companies to Work for in Asia 2023’
|
|
|
|
Frasers Property (Thailand) Public Company Limited (“FPT”), Thailand’s leading integrated real estate platform, has, for the first time, earned a place on the coveted ‘Best Companies to Work for in Asia 2023’ and ‘Most Caring Company Awards 2023’ list by HR Asia, the region’s top publication for HR professionals. These awards recognise companies with exemplary HR practices driving high levels of employee engagement and workplace culture across Asia.
|
|
|
|
|
|
|
|
|
|
|
Rabbit Care
Rabbit Care acquires 'EasyCompare' broker business, Elevating Its Insurance Brokerage Footprint and Propelling Car Insurance Access to Over 400,000 Strong User Base
|
|
|
|
Rabbit Care Broker Company Limited, Thailand's leading online insurance (InsurTech) and financial product comparison platform (FinTech) under BTS Group, takes a significant step towards broadening its presence in the car insurance brokerage sector. The company has successfully acquired EasyCompare’s broker business, welcoming 30,000 clients from the acquired business. This strategic move solidifies Rabbit Care’s reputation as the foremost brokerage platform, known for its extensive range of top-tier products.
|
|
|
|
|
|
|
|
|
|
|
WHAID
WHA Group announces “WE SHAPE THE FUTURE” campaign with aim to create a sustainable future by leveraging strategic deployment of 4 business hubs Confident of achieving 2023 growth target
|
|
|
|
WHA Group announces “WHA: WE SHAPE THE FUTURE” campaign aimed at creating a sustainable future for Thailand by leveraging the capacity of its 4 business hubs - Logistics, Industrial Development, Utilities and Power, and Digital Solutions, all of which delivered a strong performance in the first half of 2023. The company also unveiled strategic plan deployed for all business hubs to move forward and achieve 2023 targets, along with continuing the Mission to the Sun to become a technology company as planned in 2024, with proven success from material progress of 3 pilot projects - Green Logistics, Digital Health Tech and Circular Economy.
|
|
|
|
|
|
|
|
|
|
|
TWPC
Food ingredients Asia 2023
|
|
|
|
Thai Wah Public Company Limited, showcased its offerings, both cassava starch and food from cassava flour under the “Rose brand”, at the Food Ingredients Asia 2023 event, also known as Fi Asia. Their products range from natural ingredients without synthetic chemicals, with the Clean Label symbol, to hydrocolloid products, as well as processed cassava flour products such as Fabioca CF and CASSTEX 2P, which are one of the best sellers and suitable in diverse cuisines. Additionally, attendees had the opportunity to sample the latest food innovations, including gelato, sauces, and yogurt drinks.
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Advanced Info Service Public Company Limited (ADVANC)
In an era where digitalization has become an integral part of our lives, AIS stands at the forefront as the leading digital life service provider, dedicated to transforming the way people connect, communicate, and thrive in this fast-paced world. We proudly embrace the title of "The Cognitive Tech-Co" to reflect our unwavering commitment to delivering intelligent, innovative, and customer-centric solutions.
As the landscape of communication and technology rapidly evolves, so do the needs and expectations of our customers. Recognizing this shift, AIS has taken a bold step forward, leveraging the power of cognitive technologies to enhance our services and create unparalleled experiences for our customers.
|
|
|
|
Historical Price Data
|
|
Date
|
Open
|
High
|
Low
|
Close
|
Volume (Shares)
|
Value (Baht)
|
|
29/09/2023
|
227.00
|
228.00
|
226.00
|
228.00
|
5,664,536
|
1,286,333,800
|
|
28/09/2023
|
226.00
|
228.00
|
224.00
|
225.00
|
5,338,817
|
1,204,755,900
|
|
27/09/2023
|
224.00
|
228.00
|
224.00
|
226.00
|
3,336,441
|
755,587,300
|
|
26/09/2023
|
225.00
|
228.00
|
225.00
|
225.00
|
6,092,794
|
1,379,609,400
|
|
25/09/2023
|
229.00
|
229.00
|
226.00
|
226.00
|
2,953,810
|
669,981,600
|
|
|
|
|
|
Fundamentals
|
EPS (฿) a
-
|
Rolling EPS (฿) e
-
|
NAV (฿) b
-
|
Issued & Paid-up Shares c
2,974,209,736.00 Baht
|
P/E
24.81
|
P/BV
7.79
|
Price / NAV b
-
|
Par Value (฿)
1.00 Baht
|
Dividend Yield (%) d
3.37
|
52 Weeks High
231.00
|
Cash Value (฿) g
-
|
Market Cap (M. Baht)
678,119.82
|
Dividend (฿) d
-
|
52 Weeks Low
181.50
|
Price / Cash Value g
-
|
Stock Categories
Information & Communication Technology
|
|
|
|
|
|
|
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 29/09/2023.
|
|
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.
|
|
|
|
|
|
|
|
|
