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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.
13 May 2024
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Week's Top Volume
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Name
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Volume
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Seatrium Ltd
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312,451,000
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Dyna-Mac
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286,065,900
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Genting Sing
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133,307,100
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ThaiBev
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123,663,200
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Mapletree Log Tr
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112,782,100
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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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680,549,166
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OCBC Bank
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451,669,721
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UOB
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438,845,508
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Singtel
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246,436,904
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Seatrium Ltd
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216,274,795
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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 DJIA US$
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397.460
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15.8800
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SPDR S&P500 US$
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523.810
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15.8100
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GLD SG$
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297.000
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9.0000
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Great Eastern
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25.720
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7.4200
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GLD US$
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219.450
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6.3700
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Note: Weekly movement as at 10 May 2024
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Daiwa House Logistics Trust
Posted Stable Distributable Income For 1Q FY2024.
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Underlying performance of portfolio remained healthy as net property income in JPY terms improved by 4.6% y-o-y. Steady operational performance and realised gain from hedges resulted in stable distributable income. Aggregate leverage crept up with additional borrowings for acquisition, remaining healthy at 37.3%...
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AIMS APAC REIT
Delivers 3.8% YoY Increase In Distributions To Unitholders To S$74.3 Million For FY2024.
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Net Property Income for FY2024 up by 6.9% to S$131.0 million, underpinned by strong rental reversion of 24.3% (FY2023: 18.5%). Maintained high portfolio occupancy of 97.8% (FY2023: 98.0%). Portfolio WALE extended from 4.4 years to 5.1 years year-on-year, following signing of new and renewal master and major leases over FY2024. Signed 15-year master lease with a global storage and information management company and in advanced negotiation to secure a global precision engineering and technology group as anchor tenant for long term lease for two AEI projects. Prudent gearing of 32.6% with no financing requirements until 3Q FY2025. Robust balance sheet pro...
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Riverstone
Reports Net Profit Of RM72.2 Million For 1QFY24, Maintains Sequential Growth For Fifth Consecutive Quarter.
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Revenue grew 4.8% y-o-y to RM249.5 million on demand recovery for cleanroom gloves. Gross profit margin expanded by 13.1 percentage points y-o-y on a stronger product mix and lower costs. Recommended interim dividend of 4.0 sen (RM) per share, translating to an 82.1% pay-out ratio...
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FLCT
Reports 1HFY24 DPU Of 3.48 Singapore Cents.
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Resilient Logistics & Industrial operating performance with another quarter of 100% occupancy. Healthy average portfolio rental reversions of 10.0%, incoming rent vs. outgoing rent basis, and 18.3%, average rent vs. average rent basis, for 1HFY24. L&I portfolio strengthened with acquisitions in Germany and development completion in the UK, bringing total portfolio value to S$6.8 billion. Healthy capital position with aggregate leverage at 32.7% and debt headroom of S$851 million available for acquisitions. In progress to advancing ESG achievements with the continued solar panel installations across properties...
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ARA US Hospitality Trust
Delivers Stable Operational Performance With Sustained Revenue At US$36.2 Million.
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Revenue of US$36.2m, up 0.2% year-on-year. Gross Operating Profit of US$10.7m, up 2.1% year-on-year. Net Property Income of US$6.4m, up 1.1% year-on-year. Debt is 34% hedged to fixed interest rates, proactively mitigating rising interest rates. Weighted average debt maturity at 2.3 years...
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Frasers Hospitality Trust
Registers DPS Of 1.091 Cents For 1H FY2024.
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Gross revenue grew by 1.7% YoY due to slight improvement in the hospitality portfolio performance of Frasers Hospitality Trust in 1H FY2024 following further travel recovery in most of FHT's operating markets and revenue contribution from retail component of ANA Crowne Plaza Kobe. Net Property Income declined by 1.3% due mainly to higher Singapore property taxes and a general increase in operating expenses. Distribution to Stapled Securityholders declined by 13.7% due mainly to higher finance costs as borrowings were refinanced in a higher interest rate environment...
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Week's Top Volume
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Name
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Volume
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INGENIEU
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1,081,731,600
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HM
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658,448,600
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MYEG
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643,336,900
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BCMALL
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548,556,800
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SNS
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482,475,100
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Week's Top Turnover
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Name
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Turnover
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CIMB
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734,318,095
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MYEG
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617,932,227
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YTLPOWR
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479,481,985
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PBBANK
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433,375,902
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TENAGA
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430,129,472
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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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VSTECS
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3.450
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0.9200
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MNRB
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2.480
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0.7500
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KOBAY
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2.400
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0.7400
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SBAGAN
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5.600
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0.7400
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NESTLE
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129.000
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0.7000
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Note: Weekly movement as at 10 May 2024
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KKB
Letter Of Award
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The Board of Directors ("The Board") of KKB Engineering Berhad ("KKB") is pleased to announce that its associate company, Edisi Optima Sdn Bhd, has received a Letter of Award from PETRONAS Dagangan Berhad ("PETRONAS") for LPG Cylinder Fabrication and Maintenance...
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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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945,456,673
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TRUE
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657,467,538
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XPG
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639,041,712
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NEWS
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551,024,147
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PSTC
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529,042,097
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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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6,722,167,225
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ADVANC
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5,766,037,700
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TRUE
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5,652,416,620
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KBANK
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5,237,426,000
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BBL
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4,334,193,550
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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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NEW
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138.000
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48.0000
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SISB-F
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39.750
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33.0500
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BH-F
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254.000
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26.0000
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JTS
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58.500
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8.2500
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AEONTS
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162.000
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4.5000
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Note: Weekly movement as at 10 May 2024
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DUSIT
Dusit expands its presence in the Maldives with ‘all-inclusive’ lifestyle resort near Malé
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Dusit Hotels and Resorts, the hotel arm of Dusit International, one of Thailand’s leading hotel and property development companies, has signed an agreement with Pearl Atoll Pvt Ltd to manage dusitD2 Feydhoo Maldives - a 125-key lifestyle resort on a private island near the main island of Malé.
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WHA
The inauguration of the Workers' Month took place at WHA Industrial Zone 1 - Nghe An
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The Council of Labor Safety and Health of Nghe An province, along with the Provincial Labor Confederation, organized the launch event to kickstart the implementation of the Action Month for Labor Safety and Health in 2024 within the Dong Nam Economic Zone of Nghe An province.
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TU
Thai Union records 1Q24 net profit of THB 1.2 billion as demand recovers across core product categories
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Thai Union Group PCL reported a net profit of THB 1.2 billion in the first quarter of 2024, a 53.9 percent increase from the adjusted net profit of 1Q23, which excludes share of profit and tax benefits from Red Lobster. The strong result was driven by a robust recovery in demand across the core Ambient, PetCare, and Value-added categories.
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FPT
FPT unveils its 1HFY2024 performance, generating total revenue of over THB 6,500 million
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Frasers Property (Thailand) Public Company Limited, or “FPT,” Thailand's first integrated real estate leader, disclosed its first half of FY2024 performance (October 2023 – March 2024), reporting total revenue of THB 6,591 million and net profit of THB 487 million.
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FTREIT
FTREIT announces solid 1HFY24 with almost THB 2,000 million in total revenue, fuelled by the manufacturing industry driving an occupancy rate
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Frasers Property Industrial REIT Management (Thailand) Company Limited (“FIRM”), the REIT manager of Frasers Property Thailand Industrial Freehold & Leasehold REIT (FTREIT), reported a solid set of results for 1HFY2024 (October 2023 - March 2024). During the period, FTREIT delivered total revenue of THB 1,974.1 million, an increase of 5.7% or THB 106.7 million year-on-year (Y-o-Y), while its net profit on investment increased by 0.3% or THB 3.6 million Y-o-Y to THB 1,275.2 million.
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GPSC
GPSC announces its net profit, demonstrating success in energy management and optimization and the successful COD of the two power plants
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GPSC revealed its performance of Q1/2024 with the growth of net profit by 81% compared to Q4/2023, reflecting its progress and success in the Optimization Plan to increase the efficiency management. Meanwhile, the 2 power plants COD: Glow SPP 2 and IRPC Clean Power Phase 3.
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ADVANC
For the 1st Time in Asia, AIS partners with Central Department Store Group, under Central Retail, and 9 Bridge Alliance Operators to boost Thailand tourism with ‘Welcome to Thailand Privileges' at 77 department stores nationwide
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AIS, along with 9 member operators of Bridge Alliance, including China Unicom (China), csl. and 1O1O (Hong Kong), CTM (Macau), Globe (Philippines), Maxis (Malaysia), MobiFone (Vietnam), Singtel (Singapore), Taiwan Mobile (Taiwan) and Telkomsel (Indonesia) announced a significant first-ever collaboration in Asia with the leading retailer Central Department Store Group, under Central Retail, which includes Central Department Stores and Robinson Department Stores nationwide, and Central Embassy.
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Sermsang Power Corporation Public Company Limited (SSP)
The present is vastly different from how we imagined decades ago. It was not too long ago that conventional energy was the only viable energy source. But as technological breakthrough occurs and is happening at a faster pace, the world will continue to evolve around us. Conventional energy will still play an important role in driving global economy but renewable energy is steadily becoming the force to reckon with.
To continue to not only adapt but also thrive in the energy business, we must anticipate trends and forces that will shape our business decades and beyond. Today is the past and tomorrow is today.
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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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Volume (Baht)
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10 May 2024
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7.45
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7.45
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7.25
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7.25
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337,037
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2,471,890
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09 May 2024
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7.45
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7.50
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7.35
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7.40
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925,388
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6,863,310
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08 May 2024
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7.50
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7.55
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7.45
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7.50
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2,794,324
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20,831,005
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07 May 2024
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7.60
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7.60
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7.55
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7.60
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597,111
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4,525,860
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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
1,373,825,572.00 Baht
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P/E
11.46
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P/BV
1.16
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Price / NAV b
-
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Par Value (฿)
1.00 Baht
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Dividend Yield (%) d
1.42
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52 Weeks High
9.20
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Cash Value (฿) g
-
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Market Cap (M. Baht)
9,960.24
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Dividend (฿) d
-
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52 Weeks Low
5.30
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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 10/05/2024.
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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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GIFT
- AGM
Apr 29, 2024
Gift Infinite Public Company Limited
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GRAMMY
- AGM
Apr 29, 2024
GMM Grammy Building
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RS
- AGM
Apr 30, 2024
RS Public Company Limited
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CHASE
- AGM
Apr 30, 2024
Chase Asia Public Company Limited
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BH
- AM
May 02, 2024
Bumrungrad International Hospital
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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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