reports
Latitude Group Holdings Ltd: 1 director
A director at Latitude Group Holdings Ltd sold 1,325,000 shares at 1.151AUD and the significance rating of the trade was 71/100. 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...
Becton Dickinson & Co: 1 director
A director at Becton Dickinson & Co sold 1,715 shares at 232.810USD and the significance rating of the trade was 60/100. 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 c...
- ABGSC Seafood Research
- Martin Kaland
- Simon Brun
Mowi ASA (OSE:MOWI): Presentation of Q1 2024 results 8 May 2024 at 08:...
Mowi ASA (OSE:MOWI): Presentation of Q1 2024 results 8 May 2024 at 08:00 (CET) Mowi ASA hereby invites you to the presentation of the results for the first quarter 2024 at Høyres Hus, Stortingsgata 20, 0117 Oslo, Norway. The results will be presented in English through a live webcast followed by a Q&A session. Participants will have the opportunity to submit questions online throughout the webcast session. The webcast will be available on A recording of the webcast will be made available on our website immediately afterwards. Please note that the quarterly report and presentation will b...
- Arsit Pamaranont
- Kampon Akaravarinchai
- Kitpon Praipaisarnkit
- Tanaporn Visaruthaphong
- Thailand Research Team
Thailand Daily - Thursday, May 02, 2024
KEY HIGHLIGHTS Strategy Alpha Picks: May 24 Portfolio: More bullish on 2H24 outlook; May 24 provides opportunity to BUY. Cut losses on EA and add TU. Results Home Product Center (HMPRO TB/BUY/Bt10.40/Target: Bt15.70): 1Q24: Earnings to gradually improve. Update Major Cineplex (MAJOR TB/BUY/Bt14.70/Target: Bt18.00): 1Q24 results preview: Expect yoy surge but qoq plunge.
- Tanaporn Visaruthaphong
Major Cineplex (MAJOR TB) - 1Q24 Results Preview: Expect yoy Surge But...
We anticipate net income for MAJOR to come in at Bt121m (+72% yoy, -64% qoq), riding on the number of movies and seasonal trend. Popular movies in 1Q24 include Pee Nak 4, Godzilla x Kong the New Empire, Dune, and Hor Taew Tak, which had combined revenue of Bt339m (+12% yoy, -224% qoq). In 2Q24, we anticipate positive outlook due to a higher number of movies, such as Lahn Mah and Planet of the Apes. Maintain BUY. Target price: Bt18.00.
- Kampon Akaravarinchai
Home Product Center (HMPRO TB) - 1Q24: Earnings To Gradually Improve
HMPRO reported 1Q24 earnings of Bt1.7b, up 6.3% yoy and 2.1% qoq, in line with our and market estimates, driven by higher sales and gross margin. We foresee upcoming positive factors on HMPRO following the 2024 fiscal budget approval and rising steel prices. We expect HMPRO’s earnings to grow 6.6% yoy. We are still positive on HMPRO’s high ROE and dividend yield. Maintain BUY. Target price: Bt15.70.
- Kitpon Praipaisarnkit
- Thailand Research Team
THAILAND STRATEGY – Alpha Picks: May 24 Portfolio
Our Alpha Picks outperformed compared the market (+0.9% vs -0.7%) in Apr 24. In Apr 24, the global market focused on earnings results. The SET index slightly decreased by 0.7% in Apr 24. For May 24, our picks are ADVANC, BSRC, BTG, CPALL, CPF, ERW, MAJOR, TFG, TIDLOR and TU.
Medpace Holdings Inc: 1 director
A director at Medpace Holdings Inc sold 16,930 shares at 400.649USD 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 c...
Liberty Energy Inc: 1 director
A director at Liberty Energy Inc sold 20,000 shares at 21.830USD and the significance rating of the trade was 55/100. 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 clea...
Plexus Corp: 1 director
A director at Plexus Corp sold 6,248 shares at 100.170USD and the significance rating of the trade was 81/100. 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...
Nuvalent Inc: 1 director
A director at Nuvalent Inc sold 39,500 shares at 67.508USD 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 sh...
Cts Corp: 2 directors
Two Directors at Cts Corp sold 51,554 shares at between 47.020USD and 47.074USD. The significance rating of the trade was 70/100. 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...
Pegasystems Inc: 2 directors
Two Directors at Pegasystems Inc sold 10,752 shares at between 60.340USD and 60.880USD. The significance rating of the trade was 63/100. 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 ...
Antero Resources Corp: 1 director
A director at Antero Resources Corp sold 10,000 shares at 33.670USD and the significance rating of the trade was 53/100. 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 c...
OVH Groupe: 1 director
A director at OVH Groupe sold 458,000 shares at 6.550EUR 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 show...
Haulotte Group: 1 director
A director at Haulotte Group bought 200,000 shares at 2.095EUR and the significance rating of the trade was 92/100. 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...
Lagardere S.A.: 1 director
A director at Lagardere S.A. bought 3,350 shares at 20.170EUR 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...
Kering Sa: 2 directors
Two Directors at Kering Sa bought 135,294 shares at between 327.936EUR and 337.639EUR. 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 l...
Salesforce Inc: 2 directors
Two Directors at Salesforce Inc sold/sold after exercising options/gave away 20,200 shares at between 0.000USD and 270.927USD. 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 b...
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