reports
Coinbase Global Inc: 1 director
A director at Coinbase Global Inc sold 16,380 shares at 232.367USD and the significance rating of the trade was 93/100. 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 cl...
Endava Plc: 1 director
A director at Endava Plc sold 60,000 shares at 30.310USD and the significance rating of the trade was 100/100. 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 sho...
Aixtron AG: 1 director
A director at Aixtron AG bought 3,000 shares at 21.899EUR 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 sho...
American Express Co: 1 director
A director at American Express Co sold 38,873 shares at 238.633USD and the significance rating of the trade was 72/100. 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 cl...
Huntington Bancshares Inc: 3 directors
Three Directors at Huntington Bancshares Inc sold/sold after exercising options 95,948 shares at between 13.470USD and 13.660USD. The significance rating of the trade was 69/100. 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 trade...
Salesforce Inc: 3 directors
Two Directors at Salesforce Inc sold after exercising options/sold 19,204 shares at between 276.650USD and 278.000USD. The significance rating of the trade was 83/100. 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 th...
Delta Air Lines Inc: 1 director
A director at Delta Air Lines Inc sold 15,806 shares at 47.895USD and the significance rating of the trade was 72/100. 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 cle...
Fabrity Holding S.A: 2 directors
Two Directors at Fabrity Holding S.A sold 33,902 shares at 40.000PLN. The significance rating of the trade was 66/100. 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 cle...
Cloudflare Inc: 1 director
A director at Cloudflare Inc sold 10,015 shares at 89.162USD 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 clearly ...
Bunzl: 2 directors
Two Directors at Bunzl sold after exercising options/bought 34,244 shares at between 3,050p and 3,062p. The significance rating of the trade was 86/100. 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 dir...
Bentley Systems Inc: 1 director
A director at Bentley Systems Inc sold 17,021 shares at 55.000USD 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 cle...
Lifco AB: 2 directors
Two Directors at Lifco AB bought 22,000 shares at between 258.390SEK and 262.640SEK. The significance rating of the trade was 64/100. 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 las...
- Tanaporn Visaruthaphong
Thanachart Capital (TCAP TB) - 1Q24 Results Preview: Expect A yoy And ...
We expect TCAP to post a 1Q24 net profit of Bt1,739m (+10% yoy, +21% qoq). The qoq increase can be attributed to a rise in non-II. We expect TTB’s decent 1Q24 results to be the key driver of non-II’s augmentation. However, we anticipate a deterioration in asset quality in 1Q24, pressured by THANI’s high credit cost situation. TCAP’s valuation is not cheap. There is no exciting growth catalyst in the near term. Maintain HOLD. Target price: Bt53.00.
- Benjaphol Suthwanish
- Tanaporn Visaruthaphong
Thai Oil (TOP TB) - 1Q24 Net Profit Driven By Strong GRM
We estimate 1Q24 net profit at Bt5.3b, up qoq and yoy, driven by higher GRM and benzene spreads. Consequently, we expect TOP to achieve a market GIM of US$11.1/bbl, showing a qoq uptick. Although we expect the core profit trend for 2Q24 to decrease qoq, positive factors from the US’ driving season will likely lead to a recovery in GRM towards the latter part of 2Q24. Maintain BUY. Target price: Bt68.00.
- Benjaphol Suthwanish
- Tanaporn Visaruthaphong
PTT Exploration & Production (PTTEP TB) - 1Q24 Net Profit In Line With...
In 1Q24, PTTEP disclosed a net profit of Bt18.7b, up 2% qoq, in line with our expectations. 2Q24 core profit should remain strong. We expect a qoq and yoy increase, driven by increased ASP and sales volume. PTTEP is poised to allocate additional investment to the Yadana project in Myanmar. It is prepared to extend the contract if there is potential for the development of gas production fields. Maintain BUY. Target price: Bt200.00.
- Kasemsun Koonnara
AP Thailand (AP TB) - 1Q24 Preview: Expect A yoy And qoq Decline In Ea...
We anticipate a net profit of Bt1.0b for AP in 1Q24 (-31% yoy, -23% qoq), pressured by decreased presales and the absence of new condos for transfers. However, in 2Q24, presales are expected to improve with many projects planned for launch. 2Q24 earnings would be driven by newly-completed condo projects. We remain optimistic about AP as the market leader because it is more resilient to multiple headwinds in the residential market than its peers. Maintain BUY. Target price: Bt13.50
- Benjaphol Suthwanish
- Kasemsun Koonnara
- Tanaporn Visaruthaphong
Thailand Daily - Friday, April 26, 2024
KEY HIGHLIGHTS Update AP Thailand (AP TB/BUY/Bt10.50/Target: Bt13.50) 1Q24 preview: Expect a yoy and qoq decline in earnings; look ahead to 2Q24. PTT Exploration & Production (PTTEP TB/BUY/Bt157.00/Target: Bt200.00) 1Q24: Net profit in line with our expectations. Thai Oil PCL (TOP TB/BUY/Bt57.50/Target: Bt68.00) 1Q24: Net profit driven by strong GRM. Thanachart Capital (TCAP ...
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