A director at Malee Group Public Company Limited bought 1,616,500 shares at 6.679THB and 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 directors over the...
Full Article at IIR has reaffirmed its Recommended rating for PIA after undertaking a review post the appointment of a new Portfolio Manager, Harding Loevner. The full report can be found on the IIR website. On 26 July 2021, Pengana International Equities Limited (PIA) announced a fully franked dividend of 1.35 cents per share for the June quarter. This represents an 8% increase on the March quarter dividend and takes the total dividends declared for FY21 of 5.1 cents per share, fully franked....
KEY HIGHLIGHTS Results Bangkok Chain Hospital (BCH TB/BUY/Bt13.80/Target: Bt17.50) 4Q20: Despite earnings being lower than estimates, they grew 15% yoy. Bangkok Expressway and Metro (BEM TB/BUY/Bt7.95/Target: Bt11.00) Page x 4Q20: Earnings increased in line. The absence of amortisation expenses outweighed negative impact from the COVID-19 pandemic. Banpu (BANPU TB/HOLD/Bt11.50/Target: Bt10.90) Short-term gain but long-term pain. Upgrade to HOLD. Charoen Pokphand Foods (CPF TB/HOLD/Bt28.75/Ta...
KEY HIGHLIGHTS Results Bangkok Chain Hospital (BCH TB/BUY/Bt14.70/Target: Bt18.00) 3Q20: Net profit up slightly; expect cash-based patient revenue to grow from 4Q20. Central Plaza Hotel (CENTEL TB/BUY/Bt23.70/Target: Bt26.50) 3Q20: Earnings miss on non-recurring items and new accounting standard Charoen Pokphand Foods (CPF TB/HOLD/Bt27.75/Target: Bt29.50) 3Q20: Net profit up yoy and qoq; downgrade to HOLD as 2021 earnings would be less exciting. CH Karnchang PCL (CK TB/BUY/Bt17.60/Target...
MALEE incurred a net loss of Bt40m for 2Q20, poorer than 1Q20’s net profit at Bt1m as a result of the COVID-19 pandemic. 2Q20 sales dropped 21% yoy and 20% qoq. 2Q20 gross margin was 19%, down slightly from 20% in 1Q20 but up from 14% in 2Q19. We think MALEE would continue to report losses in 2H20. Downgrade to SELL. Target price: Bt6.00.
KEY HIGHLIGHTS Results Amata Corporation (AMATA TB/BUY/Bt13.40/Target: Bt20.42) 2Q20: Decline in earnings within expectation. Bangkok Chain Hospital (BCH TB/BUY/Bt15.30/Target: Bt18.50) 2Q20: With management’s good strategy, earnings growth is expected to continue in 2H20 and well into 2021. BTS Group Holdings Public Company (BTS TB/HOLD/Bt10.90/Target: Bt12.20) 1QFY21: Earnings beat expectations on the back of mass transit business. Chularat Hospital Public Company Limited (CHG ...
CHINA Economics Economic Activity: Economy remains weak; risk of slower retail sales growth ahead. Sector Healthcare: Expect slower industry growth but robust R&D investment in 2019. MALAYSIA Sector Healthcare: Upgrade KPJ to BUY and switch valuation methodology to better reflect the sector’s recovery. We also opine the government may extend Pharmaniaga’s concession agreement. Update Hong Leong Industries (HLI MK/HOLD/RM9.94/Target: RM10.21): Stable operations; Yamaha Malaysia and ceramic t...
Ford Equity International Research Reports cover 60 countries with over 30,000 stocks traded on international exchanges. A proprietary quantitative system compares each company to its peers on proven measures of business value, growth characteristics, and investor behavior. Ford's three recommendation ratings buy, hold and sell, represent each stock’s return potential relative to its own country market.. The rating reports which are generated each week, include the fundamental details behind...
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.