TNN WEALTH Live Afternoon, Friday, April 7, 2023 . Gold market VS stock market Q2 . – Analyzing the stock market overview with Mr. Niphon Suwanprasit Managing Director of QIQP Investment Institute, Aira Securities Public Company Limited #Selection of outstanding stocks #Selected outstanding stocks #Thai stock market #TNNWealth #TNNChannel 16 Follow stock news and investment via Line • Line @TNNWEALTH : https:// lin.ee/TQ14oAe • Facebook : https://www.facebook.com/TNNWealth/ ——————————————————— Follow TNN Wealth through the channel various channels at • Website : https://bit.ly/TNNWealthWebsite • Youtube : https://bit.ly/TNNWealthYoutube • TikTok : https://bit.ly/TNNWealthTikTok or watch the live program via https:/ /www.facebook.com/TNN16LIVE
”
Asia Plus Securities (ASPS) opens a list of 9 export stocks, LAGGARD price, receives export signals on some items. better direction amidst the relatively stable baht
Securities Company Analyst (BEC) Asia Plus (ASPS) revealed that the current account balance in February 2023 was a surplus of $ 1.33 billion. From having a deficit in Jan. ’23 at $ 2.0 billion. This was driven by both the services surplus of US$22 million and the trade balance surplus of US$1.31 billion. Reflecting the overall Thai economy in February is still considered to be improving from the previous month.
However, although Thai exports in February 2023 contracted -4.74%YoY, mainly under pressure from industrial products. Exports (the largest proportion of exports at 78.75% of total export value) contracted by -6.2% YoY, and minerals and fuels contracted by -10% YoY, but on a monthly basis. The value of exports rose to $22 billion or +10.50% MoM, increasing across all product groups.
for a list of monthly products SET-listed businesses in February that grew well YoY, MoM, and related to SET-listed businesses include frozen chicken (CPF, TFG, GFPT), sugar and molasses (KSL, KTIS), tuna. Cans (TU), Electronic Circuit Boards (HANA, KCE), Automobile Equipment and Components (SAT, AH, STANLY)
At the same time, exports in February in some items have a better direction. But the stock price still recovers more slowly. amidst relatively stable baht such as ITC, TU, CPF, GFPT, SAT, KSL, HANA,KCE, STANLY
”
Analyst The Thai stock market is expected today, April 5, 2023, to swing sideways. Near the holidays, investors began to slow down investment. with resistance at 1,610 points and support at 1,585 points
Mr. Chaiyaporn Nompitakcharoen managing director Securities Trading Division Securities Company (Bualuang Securities) stated that the trend of the Thai stock market today (April 5, 2023) will still swing sideways. There are still no new factors supporting the index and the holidays are approaching. Causing investors to slow down their investment
As for the factor that needs to be monitored is the monthly non-farm payrolls announcement. March of the United States later this week, readySupport at the level of 1,585 points, resistance at the level of 1,610 points.
While the Thai stock market closed yesterday (April 4, 2023) at a level of 1,594.05 points, a decrease of 6.32 points (-0.39%), the trading value was 41,645.31 million baht, still worried regarding rising oil prices that might affect business costs. The lowest point was at 1,591.20 points and the highest at 1,603.79 points.
Institute net sales 462.47 million baht
Securities account, buy net 437.68 million baht
Foreign countries net sales 1,348.71 million baht
Domestic net buy 1,373.49 million baht
Listed Company (Listed Company) in the Stock Exchange There are several interesting financial ratios. in which the topic of financial accounting The first row that investors see is “Total Assets” (Total Asset), which indicates that If there are a lot of total assets, it is expected that it will be able to generate income for the company. Krungthep Turakij has surveyed the top 10 companies with the most “total assets” in the Thai stock market, namely:
(Information from the Stock Exchange of Thailand as of March 16, 2023)
1. Bangkok Bank Public Company Limited or BBL
- Market cap 285,372.01 million baht
- Total assets at the end of 2022 at 4,421,752.09 million baht
- Income for the year 2022 at 185,492.90 million baht
- Profit for the year 2022 at 29,305.59 million baht
- P/E 9.74 times
- P/BV 0.56x
- Dividend yield YTD 3.01%
- Highest/lowest price in 52 weeks 166.50 / 124.50 baht
- Closing price 149.50 baht
2. Kasikorn Bank Public Company Limited or KBANK
- Market cap 306,827.92 million baht
- Total assets at the end of 2022 at 4,246,368.88 million baht
- Revenue for the year 2022 at 271,302.26 million baht
- Profit for the year 2022 at 35,769.49 million baht
- P/E 8.58 times
- P/BV 0.61x
- Dividend yield YTD 3.09%
- Highest/lowest price in 52 weeks 165.00 / 126.00 baht
- Closing price 129.50 baht
3. Krung Thai Bank Public Company Limited or KTB
- Market cap 229,207.40 million baht
- Total assets at the end of 2022 at 3,592,418.86 million baht
- Revenue for the year 2022 at 149,675.44 million baht
- Profit for the year 2022 at 33,697.74 million baht
- P/E 6.80 times
- P/BV 0.61x
- Dividend yield YTD 4.16%
- Highest/lowest price in 52 weeks 18.40 / 12.90 baht
- Closing price 16.40 baht
4. SCB X Public Company Limited or SCB
- Market cap 336,710.73 million baht
- Total assets at the end of 2022 at 3,454,452.34 million baht
- Revenue for the year 2022 at 177,547.04 million baht
- Profit for the year 2022 at 37,546.01 million baht
- P/E 8.97 times
- P/BV 0.73x
- Dividend yield YTD 6.69%
- Highest/lowest price in 52 weeks 121.50 / 89.75 baht
- Closing price 100.00 baht
5. PTT Public Company Limited or PTT
- Market cap 849,749.14 million baht
- Total assets at the end of 2022 at 3,415,632.29 million baht
- Income for the year 2022 at 3,391,622.87 million baht
- Profit for the year 2022 at 91,174.86 million baht
- P/E 9.32 times
- P/BV 0.81x
- Dividend yield YTD 6.72%
- Highest/lowest price in 52 weeks 39.75 / 29.50 baht
- Closing price 29.75 baht
6.TMB Bank Thanachart Public Company Limited or TTB
- Market cap 126,776.87 million baht
- Total assets at the end of 2022 at 1,826,278.88 million baht
- Income for the year 2022 at 81,535.77 million baht
- Profit for the year 2022 at 14,195.19 million baht
- P/E 8.93 times
- P/BV 0.58x
- Dividend yield YTD 5.57%
- Highest/lowest price in 52 weeks 1.48 / 1.09 baht
- Closing price 1.31 baht
7. Charoen Pokphand Foods Public Company Limited or CPF
- Market cap 182,558.34 million baht
- Total assets at the end of 2022 at 926,987.18 million baht
- Income for the year 2022 at 619,017.57 million baht
- Profit for the year 2022 at 13,969.55 million baht
- P/E 12.69 times
- P/BV 0.69x
- Dividend yield YTD 3.55%
- Highest/lowest price in 52 weeks 27.00 / 20.70 baht
- Closing price 21.20 baht
8.CP All Public Company Limited or CPALL
- Market cap 545,723.41 million baht
- Total assets at the end of 2022 at 924,061.49 million baht
- Revenue for the year 2022 at 852,605.22 million baht
- Profit for the year 2022 at 13,271.71 million baht
- P/E 41.12 times
- P/BV 5.42x
- Dividend yield YTD 1.23%
- Highest/lowest price in 52 weeks 73.75 / 52.75 baht
- Closing price 60.75 baht
9. The Siam Cement Public Company Limited or SCC
- Market cap 381,600.00 million baht
- Total assets at the end of 2022 at 906,489.79 million baht
- Revenue in 2022 at 582,292.21 million baht
- Profit for the year 2022 at 21,382.35 million baht
- P/E 17.85 times
- 1.02x P/BV
- Dividend yield YTD 2.52%
- Highest/lowest price in 52 weeks 388.00 / 307.00 baht
- Closing price 318.00 baht
10. PTT Exploration and Production Public Company Limited or PTTEP
- Market cap 539,918.01 million baht
- Total assets at the end of 2022 at 869,864.32 million baht
- Revenue for the year 2022 at 339,901.86 million baht
- Profit for the year 2022 at 70,901.34 million baht
- P/E 7.62 times
- 1.16x P/BV
- Dividend yield YTD 6.80%
- Highest/lowest price in 52 weeks 195.00 / 134.50 baht
- Closing price 136.00 baht