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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.
26 Dec 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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1,056,620,422
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Rex Intl
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163,136,700
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Medtecs Intl
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134,889,300
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Singtel
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103,368,900
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ThaiBev
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98,681,300
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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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593,375,013
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UOB
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261,079,061
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Singtel
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249,578,425
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OCBC Bank
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241,169,133
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CapLand IntCom T
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171,649,684
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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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XT SingGovBond SG$
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148.150
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2.6300
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SPDR DJIA US$
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374.850
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2.3500
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SPDR S&P500 US$
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474.050
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1.5500
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DBS
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32.000
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0.9400
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GLD US$
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190.180
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0.9000
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Note: Weekly movement as at 22 Dec 2023
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CapitaLand Ascott Trust
Divests 3 Hotels In Japan For JPY10.7 Billion.
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CapitaLand Ascott Trust is divesting three hotels in Osaka, Japan to an unrelated third party for a total of JPY10.7 billion (S$99.8 million). The three properties are Hotel WBF Honmachi, Hotel WBF Kitasemba East and Hotel WBF Kitasemba West. The three properties will be divested at about 15% above book value. Net proceeds of the divestment are expected to be about JPY3.9 billion (S$36.4 million) and CLAS will recognise a net gain of JPY1.1 billion (S$10.1 million). The divestment of the three properties is expected to be completed in 1Q 2024...
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Rex
Norway Production For November 2023 & Oman Update.
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Lime Petroleum AS is pleased to announce that for the full month of November 2023, production at the Brage and Yme Fields combined, net to LPA, crossed the milestone of 10,000 barrels of oil equivalent per day at 12,150 boepd. Masirah Oil Limited announced that production from the Yumna Field had resumed on 10 December 2023...
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CapitaLand Ascendas REIT
Divests 3 Properties In Australia At A Premium To Valuation.
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CapitaLand Ascendas REIT entered into three put and call option deeds for the sale of three logistics properties, namely, 77 Logistics Place, 62 Sandstone Place and 92 Sandstone Place located in Queensland, Australia to AM QLD Industrial Property. The total sale consideration for this transaction amounts to S$64.2 million (A$73.0 million). The Sale Consideration represents a premium of 6.2% over the total market valuation of the Properties of S$60.4 million (A$68.75 million) as at 31 August 2023...
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CapitaLand India Trust
Completes Acquisition Of 2 Industrial Facilities At Mahindra World City, Chennai.
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CapitaLand India Trust has completed the acquisition of Casa Grande, Phase 2. The acquisition comprises two fully leased industrial facilities comprising 0.33 million square feet at Mahindra World City, Chennai, India; and 0.31 million sq ft is leased to a leading international electronics manufacturer while the remaining 0.02 million square feet is leased to a global energy solutions provider...
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Elite Commercial REIT
Launches GBP28 Million Fully Underwritten Preferential Offering Supported By Sponsors & Substantial Unitholders To Solidify Capital Structure.
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Preferential Offering ratio of 214 Preferential Offering Units for every 1,000 existing units, at an issue price of GBP0.27 per Preferential Offering Unit. Sponsors and Substantial Unitholders show strong commitment with irrevocable undertakings to subscribe up to GBP24.7 million of Preferential Offering Units. Net proceeds raised will be deployed to reduce gearing from 49.6% to 43.5% and strengthen Elite REIT's balance sheet...
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LHN
Coliwoo Strengthens Community Living With Latest Coliwoo Hotel Pasir Panjang Property.
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Coliwoo introduces its 15th co-living property launch to date, the four-storey Coliwoo Hotel Pasir Panjang falls under the brand's co-living Hotel portfolio. Strategic location with schools, business parks, as well as recreational amenities nearby makes it the perfect sweet spot for "bleisure" stays, combining the best of business and leisure. Expansion of co-living hotel portfolio caters to sustained strong demand for rental accommodation as more turn towards co-living hotel spaces for longer-term stays...
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Week's Top Volume
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Name
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Volume
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TOPGLOV
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807,616,600
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CAREPLS
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498,518,700
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TWL
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441,050,500
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LEFORM
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391,592,400
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WIDAD
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328,687,200
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Week's Top Turnover
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Name
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Turnover
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TOPGLOV
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765,966,381
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CIMB
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659,100,274
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MAYBANK
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521,573,782
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PBBANK
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479,920,189
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YTL
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274,912,679
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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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29.500
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3.2400
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NESTLE
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119.500
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2.3000
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F&N
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28.480
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1.2400
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HEIM
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24.240
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1.1000
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CARLSBG
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19.620
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0.5800
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Note: Weekly movement as at 22 Dec 2023
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TELADAN
Secures Approval To Transfer To The Main Market Of Bursa Securities
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Melaka, 18 December 2023 - Melaka-based property developer, Teladan Group Berhad (formerly known as Teladan Setia Group Berhad) ("Teladan" or the "Group") (stock code: 0230) has today announced that the Group has received approval from Bursa Malaysia Securities Berhad ("Bursa Securities") to transfer the listing and quotation for its entire issued share capital from the ACE Market to the Main Market of Bursa Securities...
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Week's Top Volume
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Name
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Volume
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JAS
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939,136,342
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XPG
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715,779,781
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TTB
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601,722,888
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MCA
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462,922,008
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BROOK
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458,414,785
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Week's Top Turnover
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Name
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Turnover
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AOT
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8,070,876,575
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DELTA
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7,932,232,175
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PTT
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7,200,836,725
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CPALL
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4,472,919,300
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SCB
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4,177,461,700
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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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92.000
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8.7500
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SAPPE
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84.000
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8.5000
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MGI
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16.400
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7.2500
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NETBAY
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24.000
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5.3000
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METCO
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240.000
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5.0000
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Note: Weekly movement as at 22 Dec 2023
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GPSC
GPSC wins Thailand Energy Awards 2023 for the installation of integrated solar-diesel power generation system at Baan Mae Long Luang Sub-district Health Promoting Hospital
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Mrs. Prinda Ma-Imjai, Acting Executive Vice President Corporate Services of Global Power Synergy Public Company Limited or GPSC, the innovative power flagship of PTT Group, received the “Excellence” award plaque of Thailand Energy Awards 2023 in the category of Off-Grid Alternative Energy Project for the installation of integrated solar-diesel power generation system at Baan Mae Long Luang Sub-district Health Promoting Hospital, Sob Khong Sub-district, Omkoi District, Chiang Mai Province.
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WHA
WHAUP receive "Top Supplier Award" in AAT Supplier Leadership Conference
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Mr. Somkiat Masonthasuwan, Chief Executive Officer WHA Utility and Power Public Company Limited (WHAUP) received the “Top Supplier Award” at the Supplier Leadership Conference of Auto Alliance (Thailand) Company Limited (AAT), a joint venture between Ford Motor Company and Mazda Motor Corporation that produces a diverse range of passenger cars and trucks from a production footprint.
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WHA
Hengtai Advanced Material (Thailand) concludes land purchase agreement at WHA Industrial Estate Rayong
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Hengtai Advanced Material (Thailand) Company Limited, a Chinese manufacturer and distributor EVA plastic sheet and IXPE foam foundation sheets has recently finalized a land purchase agreement with WHA Industrial Development Public Company Limited.
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TTA
TTA Acquires Full Ownership of Titan Tanker Expanding Its Shipping Operations
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Titan Tanker Co., Ltd has recently held an official vessel blessing and launching ceremony at Thung Prong Pier, Sattahip, Chonburi province. Mr. Prayudh Mahagitsiri (third from right), Honorary Chairman and Mrs. Suvimol Mahagitsiri (third from left), Honorary Vice Chairman of Thoresen Thai Agencies Public Company Limited (TTA) presided over the ceremony, along with executive managements, business partners and clients.
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ADVANC
AIS supports the tourism and Ocean economy, showcasing the strengths of Intelligence network to elevate "SEA COVERAGE" on the coastal areas of the Gulf of Thailand and the Andaman Sea for all customers' needs
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AIS is advancing a crucial mission, aiming to develop and expand the 5G smart network to have comprehensive coverage in every area—widest, farthest, highest, and deepest in Thailand. The latest announcement reinforces its actual position as a leader by declaring the success of "SEA COVERAGE" on the coastal areas of the Gulf of Thailand and the Andaman Sea. It promotes innovative intelligence network infrastructure and cutting-edge technology ready to serve in all aspects, including speed, strength, and coverage.
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BCPG
BCPG achieves its sustainable business journey with the AA rating from SET ESG Ratings 2023 and Excellent CG Scoring from the Corporate Governance Report of Thai Listed Company 2023
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BCPG Public Company Limited, a leading renewable energy company in Thailand and Asia-Pacific, was awarded the AA rating, with the total scoring of 80-89, for the second consecutive year from SET ESG Rating 2023 by Stock Exchange of Thailand. The award reflects BCPG’s ambition as stated in its vision – Energizing a Greener and Sustainable World – to develop a sustainable business in all aspects; environment, society, economy, and corporate governance, while recognizing the importance of all stakeholders.
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TIDLOR
TIDLOR bonds sold out! used Greenshoe to support the over-subscription amount, completing the issuance of 5 billion baht
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Ngern Tid Lor Public Company Limited (TIDLOR) was extremely pleased! The three tranches of bonds, with a total offering amount of 4 billion baht, received excellent responses from institutional investors, high net worth investors, and retail investors. Following the offering on 24 and 27-28 November 2023, the bonds were sold out quickly with oversubscription demand, leading the company to consider allocating an over-allotment option (Greenshoe) worth of 1 billion baht to accommodate additional demand from investors.
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SJWD
‘SJWD’ moves forward to further expand ‘Bangna Logistics Cluster’ Strategic location for transport to support strong demand New 18,000-sq.mts. general warehouse launched with full reservations
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SCGJWD Logistics Public Company Limited (SJWD) is set to further expand “Bangna Logistics Cluster” to support strong demand in the area of kilometer markers 19 to 23 on Bangna-Trat Highway, which is considered to be a strategic location for goods transport and distribution. Most recently, the new general warehouse covering an area of 18,000 square meters has opened and has already received full 100 percent advance booking of warehouse space.
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Thai Oil Public Company Limited (TOP)
Today, Thaioil refinery has a petroleum refining capacity of approximately 12,000 million liters per year or about 21% of the nation’s overall refining capacity and capable of meeting the domestic demand for petroleum at 35%. Thaioil refinery has been designed to create maximum value from the production system. As a complex refinery, the refining process involves various steps that take place in the crude distillation units, the upgrading units, and the quality improvement units, that make Thaioil becomes one of Asia-Pacific’s leading producers of high quality petroleum products. It also allows for flexibility in using raw materials or crude oil from various sources, and in adjusting the production level of each type of petroleum product to be in line with domestic demand.
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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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22/12/2023
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54.00
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54.00
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53.25
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53.75
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4,401,757
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21/12/2023
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54.00
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54.25
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53.75
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53.75
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5,668,115
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20/12/2023
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53.50
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54.50
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53.25
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54.50
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13,210,801
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19/12/2023
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53.00
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53.75
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52.75
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53.25
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6,597,385
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18/12/2023
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53.00
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53.50
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52.75
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53.00
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3,711,971
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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
22,338,355,660.00 Baht
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P/E
7.21
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P/BV
0.75
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Price / NAV b
-
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Par Value (฿)
10.00 Baht
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Dividend Yield (%) d
6.88
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52 Weeks High
60.25
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Cash Value (฿) g
-
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Market Cap (M.Bath)
120,068.66
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Dividend (฿) d
-
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52 Weeks Low
42.25
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Price / Cash Value g
-
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Stock Categories
Energy & Utilities
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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 22/12/2023.
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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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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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