Weekly | T14's Net Income Surges and Expects Robust Growth in 2023

SGX_Stars
2023-07-21

As of the close on Friday, $Straits Times Index(STI.SI)$ closed at 3,278.30 points, up 0.91% points last week.

During the last 5 trading days, $TJ DaRenTang(T14.SI)$, $SINGAPORE POST LIMITED(S08.SI)$, $SEMBCORP INDUSTRIES LTD(U96.SI)$, $Airports of Thailand NVDR(TATD.SI)$ and $UNITED OVERSEAS BANK LIMITED(U11.SI)$ are the top 5 Weekly gainers, up 16.00%, 10.58%, 7.52%, 6.83% and 6.52% respectively.

$HO BEE LAND LIMITED(H13.SI)$, $SHANGRI-LA ASIA LIMITED(S07.SI)$, $DFIRG USD(D01.SI)$, $VENTURE CORPORATION LIMITED(V03.SI)$ and $JARDINE CYCLE & CARRIAGE LTD(C07.SI)$ are top 5 decliners of SGX stocks which market capital above S$1 Bln.

Below are key analyses of the TOP 5 gainers:

1. $TJ DaRenTang(T14.SI)$

  • The company reported a 30.77% increase in net income for the first quarter of 2023, compared to the same period last year.

  • The company announced a positive guidance for its first half of 2023, expecting to achieve a net profit of between 400 million yuan and 450 million yuan, representing a year-on-year increase of between 80% and 100%.

2. $SINGAPORE POST LIMITED(S08.SI)$

  • The company announced that it has appointed BofA Securities as its financial advisor to conduct a strategic review of its business units, which could result in divestments, acquisitions, or partnerships.

  • The company reported a 28.05% decrease in net income for the fourth quarter of 2023, compared to the same period last year, but still beat analysts’ expectations.

  • The company declared a final dividend of 0.4 cents per share for the financial year ended March 31, 2023, bringing the total dividend to 0.7 cents per share, representing a payout ratio of 70%.

3. $SEMBCORP INDUSTRIES LTD(U96.SI)$

  • The company reported a 200% increase in net profit for the first quarter of 2023, compared to the same period last year, driven by higher energy demand and prices in its key markets.

  • The company announced that it has started a process for a possible divestment of its waste management business and its energy from waste plant, as part of its strategy to focus on renewable energy and urban development.

  • The company signed a deal worth S$1.9 billion ($1.41 billion) with a subsidiary of PT Medco Energi Internasional to import natural gas from Indonesia, starting from 2024 for four years.

4. $Airports of Thailand NVDR(TATD.SI)$

  • The company reported a 156.78% increase in net income for the second quarter of 2023, compared to the same period last year, as it recovered from the impact of the COVID-19 pandemic on air travel.

  • The company announced that it has signed a memorandum of understanding with Thai Airways International Public Company Limited to jointly develop a maintenance, repair, and overhaul center at U-Tapao International Airport.

  • The company benefited from the gradual reopening of Thailand’s borders to foreign tourists, especially from countries with low COVID-19 risk, as well as the domestic travel stimulus measures by the government.

5. $UNITED OVERSEAS BANK LIMITED(U11.SI)$

  • The company reported a 66.78% increase in net income for the first quarter of 2023, compared to the same period last year, as it benefited from higher net interest income, fee income, and trading income.

  • The company declared an interim dividend of 0.25 cents per share for the first quarter of 2023, representing a payout ratio of 27.17%.

  • The company announced that it has launched a new digital banking platform called UOB Infinity, which aims to provide corporate customers with a seamless and secure banking experience across multiple devices.

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