reports
Morningstar Inc: 2 directors
Two Directors at Morningstar Inc sold 12,763 shares at between 298.130USD and 298.157USD. The significance rating of the trade was 67/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over th...
Reliance Inc: 1 director
A director at Reliance Inc sold 5,000 shares at 294.360USD and the significance rating of the trade was 68/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly sh...
Fair Isaac Corp: 1 director
A director at Fair Isaac Corp sold 1,000 shares at 1,255.000USD and the significance rating of the trade was 68/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clear...
CNO Financial Group Inc: 2 directors
Two Directors at CNO Financial Group Inc sold 21,718 shares at between 28.250USD and 28.261USD. The significance rating of the trade was 58/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors o...
Macom Technology Solutions Holdings Inc: 1 director
A director at Macom Technology Solutions Holdings Inc sold 32,474 shares at 102.002USD and the significance rating of the trade was 67/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over t...
International Seaways Inc: 2 directors
Two Directors at International Seaways Inc sold 7,712 shares at between 62.055USD and 62.920USD. The significance rating of the trade was 68/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors ...
Grocery Outlet Holding Corp: 1 director
A director at Grocery Outlet Holding Corp bought 100,000 shares at 20.906USD and the significance rating of the trade was 74/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last tw...
JFrog Ltd: 1 director
A director at JFrog Ltd sold 15,100 shares at 33.270USD and the significance rating of the trade was 57/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showi...
Squarespace Inc: 1 director
A director at Squarespace Inc sold 174,929 shares at 37.510USD and the significance rating of the trade was 67/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearl...
- Tanaporn Visaruthaphong
Thanachart Capital (TCAP TB) - 1Q24: Earnings In Line With Our And Mar...
TCAP reported a 1Q24 net profit of Bt1,762m (+12% yoy, +23% qoq). The results were in line with both our and consensus estimates. A lower-than-expected provision expense was the key to the decent earnings in 1Q24. Looking forward, we expect to see an improvement in asset quality in 2Q24 as THANI showed a reduction in credit cost in 1Q24 due to their careful risk management and better repayment ability from customers. However, the valuation is not cheap. Maintain HOLD. Target price: Bt53.
- Kampon Akaravarinchai
Thai Food Group (TFG TB) - 1Q24: Strong Earnings Turnaround; Positive ...
TFG report strong 1Q24 earnings turnaround of Bt174m, up from a net loss of Bt861m in 4Q23. The key improvement in 1Q24 was on the back of strong top-line growth of the retail business and gross margin improvement. We expect TFG to continue to deliver positive bottom line in 2Q24 and the rest of 2024 following better profitability in both the Thailand and Vietnam markets. Maintain BUY. Target price: Bt4.64.
- Benjaphol Suthwanish
- Tanaporn Visaruthaphong
PTT Global Chemical (PTTGC TB) - 1Q24: Earnings In Line With Expectati...
PTTGC reported an operating loss of Bt606m, in line with our expectations but better than consensus estimates by 28%, with core profit increasing both qoq and yoy on the recovering aromatics, olefins and polymer businesses. However, the core earnings trend in 2Q24 remains weak due to the weak GRM and olefins spread. There is a lack of positive factors in the short term to support investment. Maintain HOLD. Target price: Bt38.00.
- Kasemsun Koonnara
Pruksa Holding (PSH TB) - 1Q24: Weak Results For The First Quarter, Do...
PSH reported weak financial results for 1Q24, with a net profit of only Bt65m, down 90% yoy and 47% qoq. The results were 12% higher than our expectation but 46% lower than consensus forecast. The residential business is facing challenges due to weak presales, low backlog, and high interest rates affecting the low-end segment. Maintain SELL. Target price: Bt9.20.
- Kampon Akaravarinchai
COM7 (COM7 TB) - 1Q24: Earnings In Line
COM7 report 1Q24 earnings of Bt822m down 5.9% yoy, but up 23% qoq, in line our and market expectations. The key pressures on 1Q24 earnings on a yoy basis was from lower gross margin. We foresee better earnings momentum in 2H24 following better consumption from the digital wallets policy. However, we expect a lack of share prices catalysts in the short term. Maintain HOLD. Target price: Bt23.00.
- Kampon Akaravarinchai
Charoen Pokphand Foods (CPF TB) - 1Q24: Impressive Earnings Turnaround...
CPF reported an impressive 1Q24 core profit of Bt271m, turning around from a loss and beating our and market expectations. Key drivers were improved profitability and a higher share of profit. For 2024, we expect CPF’s bottom line to remain positive following better domestic and Vietnam performances as well as its business restructuring in 2023. Maintain BUY. Target price: Bt25.10.
- Kasemsun Koonnara
Central Pattana (CPN TB) - 1Q24: Earnings Remain Strong; In Line With ...
CPN posted a net profit of Bt4,154m in 1Q24 (+28% yoy, +4% qoq), in line with our expectations, boosted by revenue growth across all business units. The rental and service segment and the hotel business also performed well, supported by improved traffic and occupancy rates. We expect CPN to have a solid core performance in 2Q24, backed by a new shopping mall, high occupancy rates, lower interest expenses and a solid backlog (residential). Maintain BUY. Target price: Bt83.00.
- Benjaphol Suthwanish
- Kampon Akaravarinchai
- Kasemsun Koonnara
- Tanaporn Visaruthaphong
Thailand Daily - Tuesday, 14 May, 2024
KEY HIGHLIGHTS Results Central Pattana (CPN TB/BUY/Bt62.50/Target: Bt83.00) 1Q24: Earnings remained strong; in line with expectations. Charoen Pokphand Foods (CPF TB/BUY/Bt20.60/Target: Bt25.10) 1Q24: Impressive earnings turnaround; positive earnings outlook ahead. COM7 (COM7 TB/HOLD/Bt19.50/Target: Bt23.00) 1Q24: Earnings in line. Pruksa Holding (PSH TB/SELL/Bt11.40/Target: Bt9.20) 1Q2...
CPF CHAROEN POKPHAND FOODS PUBLIC CO. LTD.
COM7 COM7
PTTGC PTT GLOBAL CHEMICAL PUBLIC COMPANY LTD
CPN CENTRAL PATTANA PUBLIC CO. LTD.
TCAP THANACHART CAPITAL PCL
PTTGC-R PTT GLOBAL CHEMICAL (NVDR)
CPN-R CENTRAL PATTANA PCL NVDR
CPF-R CHAROEN POKPHAND FOODS PCL NVDR
PSH PRUKSA HOLDING PCL
Moody's Ratings assigns a provisional rating to one class of FHMS WI-K...
Moody's Ratings (Moody's) has assigned a provisional rating to one class of securities (the "WI Class"), to be issued by FHMS WI-K164 Trust (the "WI Trust"): Cl. A-2, Assigned (P)Aaa * The provisional rating announced today will be subject to monitoring, and Moody's expects to take a credit rati...
EQS-News: Uber Eats to acquire Delivery Hero’s foodpanda delivery busi...
EQS-News: Delivery Hero SE / Key word(s): Mergers & Acquisitions/Disposal Uber Eats to acquire Delivery Hero’s foodpanda delivery business in Taiwan 14.05.2024 / 05:02 CET/CEST The issuer is solely responsible for the content of this announcement. Uber Eats to acquire Delivery Hero’s foodpanda delivery business in Taiwan Acquisition brings together the companies’ complementary merchant, delivery partner, and consumer bases into a single app, creating significant value Deal is one of the largest-ever international acquisitions in Taiwan, highlighting its attractiveness f...
Unfortunately, this report is not available for the investor type or country you selected.
Report is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.