2024-05-19 16:21:00
Firms listed on the inventory alternate have successively introduced their budgets for the primary quarter of 2024, and plenty of firms stand out. In a position to run the enterprise till it achieves enticing revenue progress by choosing firms with web revenue change price within the first quarter of 2024 from the SET 100 inventory index.Prime 10 rankings within the first quarter of 2023 in comparison with the identical interval
1.IRPC IRPC Public Restricted The change price of Q1/67 web revenue is +413.61% (Q1/67 web revenue is 1,544.55 million baht, whereas Q1/66 web revenue is 300.72 million baht, a rise of 1,243.83 million baht). The YTD worth return in 2024 is -4.46%, and the historic 5-day interval is +0.52%, the worth as of Could 17, 2024 is 1.9339,438.43 Baht, P/E ratio – instances, Baht), the most recent market worth is 39,438.43 million Baht, P/E ratio – instances, Baht The dividend price initially of 2024 is 1.55% , 3.47% in 2023 and seven.28% in 2022.
The crude oil market state of affairs is forecast to development in 2Q24 and the petrochemical market will enhance in comparison with the primary quarter. The primary supporting components are the numerous restoration of the aviation business from the decision of the COVID-19 epidemic and the gradual improve in aviation exercise in response to the season.
2.SPRC Star Petroleum Refining Public Firm Restricted The Q1/67 web revenue change price is +223.50% (Q1/67 web revenue is 3,943.25 million baht, whereas Q1/66 web revenue is 1,218.92 million baht, a rise of two,724.33 million baht). The YTD worth return in 2024 is -3.64%. The historic 5-day is + 0.63%, the worth as of Could 17, 2024 is 7.95 weeks excessive/low worth is 9.65 / 7.20 baht), the most recent market capitalization is 34,470.42 million baht, the price-to-earnings ratio is 23.07 instances, the dividend so far within the 67th yr is -%, the In yr 66, it’s 13.45%, and in yr 65, it’s 1.67%.
The brokerage expects a reversal of losses within the fourth quarter final yr, supported by robust gross refining margins (GRM) and stronger-than-expected retail and advertising and marketing operations. 10 brokerages present funding recommendation on SPRC inventory, with most optimistic goal costs of 8.70-12.00 baht per share.
3.WHA WHA Company Public Co., Ltd. Q1/67 web revenue change price +161.13% (Q1/67 web revenue was 1.36492 billion baht, whereas Q1/66 web revenue was 522.7 million baht, a rise of 842.222 million baht), YTD worth return in 2024 +1.89%, historic 500 million baht), 2024 The annual YTD worth return +1.89 days is +6.93%, the worth as of Could 17, 2024 is 5.40 baht (52-week excessive/low worth is 5.55 / 4.00 baht), the most recent market capitalization is 80,712.91 million baht, and the price-to-earnings ratio is 15.32 instances , the most recent market worth is 80,712.91 million baht, the price-to-earnings ratio is 3.41%, 3.15% in 2023, and a pair of.46% in 2022.
Kasikorn Securities maintained its “purchase” advice and raised its 2024 applicable worth to six.25 baht from 5.70 baht to replicate robust demand for land within the WHA Industrial Park, which is helpful to the corporate. Considerably improve the promoting worth. ..WHA is more likely to regulate its actual property land gross sales goal for 3Q24 from 2,275 rai as 2-3 giant prospects of every enterprise group are within the closing levels of negotiations.
4.CBG Carabao Group Co., Ltd. The Q1/67 web revenue change price is +138.15% (Q1/67 web revenue is 628.23 million baht, whereas Q1/66 web revenue is 263.79 million baht, a rise of 364.444 million baht). The YTD worth return in 2024 is -16.36%, and the historic 5-day historical past is +2.99%, the worth as of Could 17, 2024 is 69.00 Baht (52-week excessive/low worth is 89.50 / 61.250.15 instances), the most recent market capitalization is 69,000.00 million Baht, the P/E ratio is 1.30%, and it’s 1.82% in 2023, In 2022 it is going to be 1.96%.
As well as, the corporate’s complete gross sales income was 4.935 billion baht, a rise of 20% in contrast with the identical interval final yr. This quantity is manufacturing and working revenue. Beneath its personal trademark, the home and worldwide enterprise quantity was 2.838 billion baht, a rise of 14% over the identical interval final yr. Particularly CLMV nations which have resumed restoration.
5.ITC I-Tel Company Public Restricted Firm The Q1/67 web revenue change price is +93.12% (Q1/67 web revenue is 821.05 million baht, whereas Q1/66 web revenue is 425.15 million baht, a rise of 395.9 million baht). The YTD worth return price in 2024 is +0.47%, with a historic improve of 5 days 1.92%, the worth as of Could 17, 2024 is 21.20 baht (52-week excessive/low worth is 24.20 / 15.70 baht), the most recent market capitalization is 63,600.00 million baht, the price-to-earnings ratio is 23.76 instances, and the year-to-date dividend price is 283. %, in 2023 is 0.95%.
The brokerage expects ITC’s 2Q24 working efficiency to proceed to extend year-on-year, and predicts income in 2024 to be 2.93 billion baht, an annual improve of 28.6%, of which 1Q24 income account for 28% of the sector. Analysis forecasts that the gross revenue margin in 2024 is 28%. , increased than 2023 as uncooked materials prices resembling tuna are anticipated to fall. Coupled with the addition of recent merchandise with increased revenue margins and destocking, the state of affairs is predicted to return to regular. The income share of the Premium product group is predicted to be increased than in 2023.
6.ERW Lovers Bay Group Public Co., Ltd. The Q1/67 web revenue change price is +74.78% (Q1/67 web revenue is 416.95 million baht, whereas Q1/66 web revenue is 238.56 million baht, a rise of 178.39 million baht). The YTD worth return in 2024 is -9.71%, and the historic 5-day price is -2.47% , the worth as of Could 17, 2024 is 4.74 baht (the very best/lowest worth in 52 weeks is 4.74 baht), the most recent market capitalization is 21,479.59 million baht, the price-earnings ratio is 23.32 instances, and the year-to-date dividend price is 1.48% in 67 years
As vacationers proceed to develop, the brokerage maintains its forecast for web revenue to extend by 10% yearly in 2024. Whereas regular revenue developments Q2/67E will improve year-on-year as a consequence of elevated vacationer numbers, in comparison with final yr’s low base, however will decline sequentially because the low season begins, gross sales of ERWPF will carry roughly $20 million in extra income in 2024 One other 200 million baht (non-cash challenge) will probably be invested in 2019 to offer assist.
7.BLA Bangkok Life Insurance coverage Firm The Q1/67 web revenue change price is +64.16% (Q1/67 web revenue is 1,241.25 million baht, whereas Q1/66 web revenue is 756.14 million baht, a rise of 485.11 million baht). The YTD worth return price in 2024 is +4.00%, historical past 5 day is +4.00%, the worth as of Could 17, 2024 is 20.80 Baht (52-week excessive/low worth is 29.25 / 17.00 initially of the yr), the most recent market capitalization is 35,517.37 million Baht, the P/E ratio is 2.31% in 2024 and three.00 in 2023 %, and 1.95% in 2022.
The primary-year premium distribution channels within the first quarter of 2024 will account for 70% of financial institution channels, 25% of company channels and 5% of different channels. The 8% lower final yr was as a consequence of decrease life insurance coverage reserves as a consequence of coverage maturities.
8.ICH Yidan Group Co., Ltd. The Q1/67 web revenue change price is +64.06% (Q1/67 web revenue is 363.77 million baht, whereas Q1/66 web revenue is 221.73 million baht, a rise of 142.04 million baht). The YTD worth return price in 2024 is +15.92%, with a historical past of 5. days + 1.11%, the worth as of Could 17, 2024 is eighteen.20 baht (the very best/lowest worth in 52 weeks is eighteen.80 / 12.70 baht), the most recent market worth is 23,660.00 million baht, the price-to-earnings ratio is nineteen.04 instances, the year-to-date dividend price is 5.49% in 67 years, 66 It was 3.82% in 2016 and 4.42% in 2016.
The corporate expects efficiency developments within the second quarter of 2024 to proceed to enhance in comparison with the primary quarter of 2024. That is most likely the most effective quarter of the yr (New Hain) because of the extraordinarily sizzling climate. Subsequently, progress firms with excellent gross sales of assorted drinks proceed to launch new merchandise to assist progress in one other manner.
9.BAM Asset Administration Bangkok Business Public Co., Ltd. The Q1/67 web revenue change price is +58.84% (Q1/67 web revenue is 423.41 million baht, whereas Q1/66 web revenue is 266.56 million baht, a rise of 156.85 million baht). The YTD worth return in 2024 is +9.82%, and the historic 5-day price is -2.19% , the worth as of Could 17, 2024 is 8.95 baht (52-week excessive/low worth is 12.30/7.75 baht), the most recent market capitalization is 28,926.78 million baht, the price-to-earnings ratio is 17.10 instances, the year-to-date dividend price in 2044 is 4.25%, In 2023 it is going to be 6.75% and in 2022 it is going to be 3.48%.
BAM’s board of administrators authorized the joint institution of AMC with the Authorities Financial savings Financial institution, every holding 50% of the shares. The preliminary registered capital was 25 million baht, which was later elevated to 1 billion baht. The purpose is to function the next companies: Administration of non-performing belongings in accordance with the related legal guidelines and requirements of the Financial institution of Thailand (BoT) belongings.
10.CPALL CP All public restricted legal responsibility firm The online revenue change price in Q1/67 was +53.28% (the web revenue in Q1/67 was 6,319.40 million baht, whereas the web revenue in Q1/66 was 4,122.78 million baht, a rise of two,196.62 million baht). The 2024YTD worth return price was +5.36%, with a historic 5-day no change. Modifications, the worth as of Could 17, 2024 is 59.00 baht (the very best/lowest worth in 52 weeks is 66.25 / 50.50 baht), the most recent market worth is 530,002.98 million baht, the price-to-earnings ratio is 1.69%, it’s 1.34% in 66 years, and 0.88 in 65 years. %.
The brokerage mentioned that income within the first quarter of 2024 had been much better than anticipated, encouraging it to lift its revenue expectations for this yr and subsequent. Revenue is predicted to develop by 37% this yr and by one other 24% subsequent yr. CPALL has the strongest efficiency within the retail area and is predicted to assist the superb progress of Q2/24 income.
Nevertheless, most of those shares benefited following the announcement of the Q1 2024 finances. Subsequently, it’s price taking note of whether or not the web income of those shares can change within the second quarter of 2024. Is it as excessive as final quarter?
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