Siam Global House PCL

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30 articles for Siam Global House PCL

Thailand; Home Construction Retail - Regaining ground

Steel product prices gradually recovering (positive for GM). 2H23 outlook more exciting. Upside surprise could come from post-election demand boost.
Bualuang Securities Chalinee
Chalinee Congmuang @ Bualuang Securities 15 March 2023

Siam Global House PCL: Soft 1H23 outlook; recovery in 2H23

Steel price slump squeezes 1H23 earnings profile …. …but a recovery will follow in 2H23. Private-label sales to support sales and GM.
Bualuang Securities Chalinee
Chalinee Congmuang @ Bualuang Securities 22 February 2023

Siam Global House PCL: 4Q22 core profit in line with our estimate

Core earnings as expected. GLOBAL reported a 4Q22 core profit of Bt645m. The board announced a stock and cash dividend a total of Bt0.3/share.
Bualuang Securities Chalinee
Chalinee Congmuang @ Bualuang Securities 14 February 2023

Thailand: Home Construction Retail -Weak 4Q22 to be followed by 1Q23 high season

A weak 4Q22 for GLOBAL (from a high 4Q21 base). Flooding messed up DOHOME’s 4Q22 operation. Earnings recoveries expected, 1Q23 onward.
Bualuang Securities Chalinee
Chalinee Congmuang @ Bualuang Securities 18 January 2023

Siam Global House PCL: Provincial recovery play with smooth profitability dynamics

Solid upcountry economy will support GLOBAL. Provincial play with ability to sustain margin. Expecting smooth recovery at earnings.
Bualuang Securities Chalinee
Chalinee Congmuang @ Bualuang Securities 14 December 2022

Siam Global House PCL: Profit beat, led by margins

Beat our estimate. GLOBAL reported 3Q22 core earnings of Bt775m. GLOBAL reported sales of Bt8,170m.
Bualuang Securities Chalinee
Chalinee Congmuang @ Bualuang Securities 28 October 2022

Details

Thailand
Asia
Retailing
About
Siam Global House PCL is a retailer of home related products for construction, repair, decoration, and renovation. The Company sells construction materials, hand tools, furniture, and garden tools.

Associated topics

Asia Retailing Consumer Discretionary Thailand Siam Global House PCL Equity Chalinee Congmuang DOHOME 4Q20 Consumer Services 2022 2023 Dohome PCL 4Q22