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35 articles for Sansiri PCL
Thailand: Residential Property - The best is yet to come
Low season in 1Q23; the next quarter will be better! All firms under coverage optimistic over 2023. Construction costs down YoY, but high-end remains in the sky.
Phoowadol Phoosodngern @ Bualuang Securities 10 March 2023
Thailand: Residential Property - Low-rise growth set to continue through 2023
4Q22 was best quarter so far; LH, PSH, SC, and SIRI stood out. Strong YoY core profit growth profile for 2023. 2023 launch value expansion, so heavier presales.
Phoowadol Phoosodngern @ Bualuang Securities 8 March 2023
Sansiri PCL: 4Q22 beat estimates, a hefty 5.8% dividend yield for 2H22
Above estimates; biggest dividend yield in ResProp space. SIRI reported a record 4Q22 net profit of Bt1,993m. SIRI announced a DPS of Bt0.11.
Phoowadol Phoosodngern @ Bualuang Securities 1 March 2023
Thai:Residential Property - Unit launches rose MoM in Jan 2023, but value dipped
MoM rise in unit launches, led by low-end condo starts. Take-up rate up a bit in Jan; condos a bigger proportion of presales. More scheduled for 2023; 2H23 expected to be heaviest start quarter.
Phoowadol Phoosodngern @ Bualuang Securities 15 February 2023
Thailand:Residential Property - How to position for upcoming 2023 business plans
Strong presales quarter—AP, SIRI, and SPALI lead 4Q22. Where is ResProp heading? Strong YoY growth (flattish QoQ). Which stock is best-placed to pitch an upside surprise?
Phoowadol Phoosodngern @ Bualuang Securities 13 January 2023
Sansiri PCL: Things about SIRI to focus on at Thai Corporate Day
More exciting business plan for 2023; focus on high-rise. Chinese condo buyers to return to Thailand; SIRI a top-3 AFS player. 2023 will be SIRI’s year—revenue expansion and a lean operation.
Phoowadol Phoosodngern @ Bualuang Securities 9 January 2023
Details
Thailand
Asia
Real Estate
About
Sansiri Public Company Limited develops real estate projects for sales and rentals. Its projects include resort condominiums, residential and office buildings. The Company also provides property and project management services.
