reports
Integer Holdings Corp: 2 directors
Two Directors at Integer Holdings Corp sold 5,312 shares at between 113.000USD and 113.142USD. The significance rating of the trade was 77/100. 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 ov...
Capital One Financial Corp: 1 director
A director at Capital One Financial Corp sold 16,913 shares at 142.880USD and the significance rating of the trade was 75/100. 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 y...
Plexus Corp: 3 directors
Two Directors at Plexus Corp sold 3,000 shares at between 106.800USD and 107.000USD. The significance rating of the trade was 45/100. 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...
Tidewater Inc: 1 director
A director at Tidewater Inc sold 20,000 shares at 109.000USD 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 two years clearly ...
Macom Technology Solutions Holdings Inc: 2 directors
Two Directors at Macom Technology Solutions Holdings Inc sold 17,166 shares at between 102.984USD and 103.840USD. 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 com...
Datadog Inc: 2 directors
Two Directors at Datadog Inc sold 85,937 shares at between 113.370USD and 125.412USD. The significance rating of the trade was 73/100. 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 la...
Osi Systems Inc: 1 director
A director at Osi Systems Inc sold 10,000 shares at 134.088USD and the significance rating of the trade was 85/100. 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...
Pricesmart Inc: 1 director
A director at Pricesmart Inc sold 10,000 shares at 85.287USD and 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 trades by all the company's directors over the last two years clearly ...
Moody’s Ratings affirms BroadStreet Partners’ B3 corporate family rati...
Company issuing $3.5 billion senior secured term loan to refinance existing term loans New York , May 9, 2024 Moody's Ratings (Moody's) has affirmed the B3 corporate family rating and B3-PD probability of default rating of BroadStreet Partners, Inc. (BroadStreet) following the company's announcemen...
- Malaysia Research Team
Malaysia Daily - Friday, May 10, 2024
KEY HIG HLIGH TS Company Results Globetronics Technology (GTB MK/HOLD/RM1.21/Target: RM1.30) Page 2 1Q24: In line. While the stock is still not fully out of the woods yet, the game changer could be the fruition of its active engagements with potential Chinese and Taiwanese customers. Mr D.I.Y. Group (MRDIY MK/BUY/RM1.79/Target: RM2.10) Page 5 1Q24: Solid quarter amid resilient sales and stable margins. Expect firmer quarters ahead with EPF Account 3. Maintain BUY. Pentamaster Corporation (PENT M...
- Kampon Akaravarinchai
Thai Union Group (TU TB) - 1Q24: Impressive EBT Growth; Expect Good Ea...
TU reported 1Q24 core earnings of Bt869m, up 9.2% yoy but down 25% qoq due to seasonality. The yoy earnings improvement was driven by an increase in gross margin. Excluding tax items, we saw impressive EBT growth in 1Q24. We expect earnings to continue recovering qoq till 4Q24 following an improvement in the ambient and frozen businesses. Maintain BUY. Target price: Bt20.00.
- Benjaphol Suthwanish
- Tanaporn Visaruthaphong
Thai Oil (TOP TB) - 1Q24: Net Profit Better Than Expected
TOP reported a net profit of Bt5.9b for 1Q24, up both qoq and yoy, better than our and consensus expectations of 11% and 22% respectively, due to the recovery of the refinery and aromatics businesses. However, the decreasing GRM is expected to exert pressure on net profit in 2Q24. Despite concerns regarding the financial stability of one of the contractors, the CFP project is still progressing according to plan. Maintain BUY. Target price: Bt68.00.
- Tanaporn Visaruthaphong
Major Cineplex (MAJOR TB) - 1Q24: Earnings Beat Expectations
MAJOR's earnings came in at Bt140m for 1Q24 (+100% yoy, -58% qoq), coming above our and consensus forecasts by 16% and 13% respectively. The key earnings beat was due to higher-than-expected share of profit from investments. Earnings skyrocketed yoy but dropped qoq, riding on guest counts in cinemas. We expect earnings to improve qoq in 2Q24 due to seasonality. Maintain BUY. Target price: Bt18.00.
- Kasemsun Koonnara
LPN Development (LPN TB) - 1Q24: Results Beat Expectations But Remain ...
LPN posted a net profit of Bt84m in 1Q24 (-42% yoy, +403% qoq). The results exceeded our and consensus expectations due to better-than-expected gross margin following a cost reversal. The performance in 2Q24 is expected to see a slight improvement or remain flat qoq. LPN's outlook remains vulnerable due to economic conditions affecting the low-end segment. Its focus on inventory sales may lead to a decline in gross margin. Maintain SELL. Target price: Bt2.40.
- Kampon Akaravarinchai
GFPT Plc. (GFPT TB) - 1Q24: Strong Yoy Earnings Growth
GFPT reported strong 1Q24 core earnings of Bt441m, up 86% yoy and 9% qoq, higher than our and market forecasts by 6-9%. The key drivers were from higher export volume, gross margin and share of profit. For 2Q24, we expect to see continuous yoy earnings growth on the back of better gross margin and share of profit. Maintain BUY. Target price: Bt14.40.
- Arsit Pamaranont
Bangchak Corporation (BCP TB) - 1Q24: Results Beat Expectations; Attra...
BCP reported a 1Q24 net profit of Bt2.4b (-11% yoy) from a net loss of Bt1.0b in 4Q23. Stripping out inventory impact, BCP’s core profit will jump 17% yoy and 90% qoq to Bt3.5b, 22% ahead of our estimate. The 1Q24 results account for 27% of our full-year forecast. BCP is a laggard play among Thai refinery stocks with a strong earnings outlook in 2024 and a 5.1% dividend yield. Maintain BUY. Target price: Bt52.00.
- Arsit Pamaranont
- Benjaphol Suthwanish
- Kasemsun Koonnara
- Tanaporn Visaruthaphong
Thailand Daily - Friday, 10 May, 2024
KEY HIGHLIGHTS Results Bangchak Corporation (BCP TB/BUY/Bt41.25/Target: Bt52.00) 1Q24: Results beat expectations; attractive long-term growth outlook. GFPT Plc. (GFPT TB/BUY/Bt12.60/Target: Bt14.40) 1Q24: Strong yoy earnings growth. LPN Development (LPN TB/SELL/Bt3.48/Target: Bt2.40) 1Q24: Results beat expectations but remain below the desired level. Major Cineplex (MAJOR TB/BUY/Bt14.80/Target: Bt18.00) ...
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