End-of-day quote
Thailand S.E.
06:00:00 2024-04-29 pm EDT
|
5-day change
|
1st Jan Change
|
39.25
THB
|
-1.26%
|
|
+1.95%
|
-28.64%
|
Fiscal Period: December |
2019
|
2020
|
2021
|
2022
|
2023
|
2024
|
2025
|
2026
|
---|
Capitalization
1 |
28,733
|
48,890
|
103,980
|
54,961
|
65,015
|
46,397
|
-
|
-
|
Enterprise Value (EV)
1 |
29,837
|
48,902
|
105,683
|
57,642
|
65,015
|
47,127
|
48,389
|
46,397
|
P/E ratio
|
30.6
x
|
43.2
x
|
42.9
x
|
23.7
x
|
37.9
x
|
22
x
|
18.9
x
|
16.6
x
|
Yield
|
2.24%
|
1.93%
|
1.14%
|
3.44%
|
-
|
3.26%
|
3.66%
|
3.82%
|
Capitalization / Revenue
|
2.38
x
|
4.24
x
|
6.96
x
|
2.98
x
|
3.98
x
|
2.68
x
|
2.43
x
|
2.23
x
|
EV / Revenue
|
2.47
x
|
4.24
x
|
7.07
x
|
3.12
x
|
3.98
x
|
2.72
x
|
2.54
x
|
2.23
x
|
EV / EBITDA
|
16.1
x
|
23.1
x
|
28.3
x
|
17.3
x
|
23.6
x
|
14.1
x
|
12.7
x
|
10.9
x
|
EV / FCF
|
17.3
x
|
24.9
x
|
10,304
x
|
56.8
x
|
-
|
29.6
x
|
82.9
x
|
25
x
|
FCF Yield
|
5.79%
|
4.02%
|
0.01%
|
1.76%
|
-
|
3.37%
|
1.21%
|
4.01%
|
Price to Book
|
2.45
x
|
4.07
x
|
7.75
x
|
4.1
x
|
-
|
3.22
x
|
3.04
x
|
2.78
x
|
Nbr of stocks (in thousands)
|
1,172,794
|
1,178,062
|
1,181,590
|
1,181,966
|
1,182,089
|
1,182,089
|
-
|
-
|
Reference price
2 |
24.50
|
41.50
|
88.00
|
46.50
|
55.00
|
39.25
|
39.25
|
39.25
|
Announcement Date
|
2/11/20
|
2/16/21
|
2/8/22
|
2/7/23
|
2/13/24
|
-
|
-
|
-
|
Fiscal Period: December |
2019
|
2020
|
2021
|
2022
|
2023
|
2024
|
2025
|
2026
|
---|
Net sales
1 |
12,097
|
11,527
|
14,938
|
18,456
|
16,344
|
17,337
|
19,061
|
20,825
|
EBITDA
1 |
1,856
|
2,121
|
3,733
|
3,328
|
2,755
|
3,350
|
3,797
|
4,243
|
EBIT
1 |
841
|
1,278
|
2,709
|
2,214
|
1,629
|
2,192
|
2,536
|
2,984
|
Operating Margin
|
6.95%
|
11.08%
|
18.13%
|
11.99%
|
9.97%
|
12.64%
|
13.3%
|
14.33%
|
Earnings before Tax (EBT)
1 |
990.4
|
1,230
|
2,683
|
2,490
|
1,879
|
2,294
|
2,662
|
3,018
|
Net income
1 |
934.5
|
1,127
|
2,426
|
2,317
|
1,720
|
2,106
|
2,449
|
2,873
|
Net margin
|
7.72%
|
9.78%
|
16.24%
|
12.56%
|
10.52%
|
12.15%
|
12.85%
|
13.79%
|
EPS
2 |
0.8000
|
0.9600
|
2.050
|
1.960
|
1.450
|
1.782
|
2.072
|
2.370
|
Free Cash Flow
1 |
1,727
|
1,967
|
10.26
|
1,015
|
-
|
1,590
|
583.8
|
1,859
|
FCF margin
|
14.27%
|
17.07%
|
0.07%
|
5.5%
|
-
|
9.17%
|
3.06%
|
8.93%
|
FCF Conversion (EBITDA)
|
93.05%
|
92.76%
|
0.27%
|
30.51%
|
-
|
47.47%
|
15.37%
|
43.81%
|
FCF Conversion (Net income)
|
184.79%
|
174.58%
|
0.42%
|
43.81%
|
-
|
75.5%
|
23.84%
|
64.71%
|
Dividend per Share
2 |
0.5500
|
0.8000
|
1.000
|
1.600
|
-
|
1.279
|
1.436
|
1.500
|
Announcement Date
|
2/11/20
|
2/16/21
|
2/8/22
|
2/7/23
|
2/13/24
|
-
|
-
|
-
|
Fiscal Period: December |
2021 Q3
|
2021 Q4
|
2022 Q1
|
2022 Q2
|
2022 Q3
|
2022 Q4
|
2023 Q1
|
2023 Q2
|
2023 Q3
|
2023 Q4
|
2024 Q1
|
2024 Q2
|
2024 S1
|
2024 Q3
|
2024 Q4
|
2024 S2
|
---|
Net sales
1 |
3,818
|
4,198
|
4,533
|
4,667
|
4,634
|
4,622
|
4,025
|
3,898
|
4,326
|
4,434
|
4,157
|
4,350
|
-
|
4,550
|
4,521
|
-
|
EBITDA
|
890.8
|
-
|
785.4
|
842.2
|
0.8612
|
-
|
581.2
|
-
|
769.9
|
728.5
|
-
|
-
|
-
|
-
|
-
|
-
|
EBIT
1 |
663
|
787.9
|
526.2
|
574.7
|
602
|
510.6
|
308.9
|
330.4
|
493
|
496.6
|
482
|
-
|
-
|
-
|
-
|
-
|
Operating Margin
|
17.36%
|
18.77%
|
11.61%
|
12.31%
|
12.99%
|
11.05%
|
7.67%
|
8.48%
|
11.39%
|
11.2%
|
11.59%
|
-
|
-
|
-
|
-
|
-
|
Earnings before Tax (EBT)
1 |
658.2
|
781.3
|
634.7
|
634.8
|
682.7
|
538
|
376.7
|
405.7
|
560.5
|
536.1
|
526.5
|
556
|
-
|
625
|
620
|
-
|
Net income
1 |
604.1
|
701
|
589.8
|
571.9
|
655.2
|
500.3
|
345.5
|
376.2
|
519.5
|
478.4
|
484.3
|
530
|
-
|
574
|
569
|
-
|
Net margin
|
15.82%
|
16.7%
|
13.01%
|
12.25%
|
14.14%
|
10.82%
|
8.58%
|
9.65%
|
12.01%
|
10.79%
|
11.65%
|
12.18%
|
-
|
12.62%
|
12.59%
|
-
|
EPS
2 |
0.5100
|
0.5900
|
0.5000
|
0.4800
|
0.5500
|
0.4200
|
0.2900
|
0.3200
|
0.4400
|
0.4000
|
0.4200
|
-
|
-
|
-
|
-
|
-
|
Dividend per Share
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
0.6000
|
-
|
-
|
0.7000
|
Announcement Date
|
11/9/21
|
2/8/22
|
5/11/22
|
8/9/22
|
11/8/22
|
2/7/23
|
5/9/23
|
8/8/23
|
11/7/23
|
2/13/24
|
-
|
-
|
-
|
-
|
-
|
-
|
Fiscal Period: December |
2019
|
2020
|
2021
|
2022
|
2023
|
2024
|
2025
|
2026
|
---|
Net Debt
1 |
1,103
|
11.9
|
1,703
|
2,680
|
-
|
730
|
1,992
|
-
|
Net Cash position
1 |
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
Leverage (Debt/EBITDA)
|
0.5945
x
|
0.005632
x
|
0.4562
x
|
0.8055
x
|
-
|
0.2178
x
|
0.5247
x
|
-
|
Free Cash Flow
1 |
1,727
|
1,967
|
10.3
|
1,015
|
-
|
1,590
|
584
|
1,859
|
ROE (net income / shareholders' equity)
|
7.9%
|
9.5%
|
19.1%
|
17.3%
|
-
|
15.1%
|
16.5%
|
17.4%
|
ROA (Net income/ Total Assets)
|
5.4%
|
6.65%
|
12.3%
|
10.8%
|
-
|
10.8%
|
11.8%
|
12.8%
|
Assets
1 |
17,311
|
16,939
|
19,664
|
21,472
|
-
|
19,558
|
20,742
|
22,507
|
Book Value Per Share
2 |
9.990
|
10.20
|
11.40
|
11.30
|
-
|
12.20
|
12.90
|
14.10
|
Cash Flow per Share
2 |
2.000
|
1.940
|
1.470
|
1.720
|
-
|
2.790
|
3.220
|
3.400
|
Capex
1 |
623
|
304
|
1,725
|
1,021
|
-
|
1,800
|
2,978
|
2,700
|
Capex / Sales
|
5.15%
|
2.64%
|
11.55%
|
5.53%
|
-
|
10.38%
|
15.62%
|
12.97%
|
Announcement Date
|
2/11/20
|
2/16/21
|
2/8/22
|
2/7/23
|
2/13/24
|
-
|
-
|
-
|
Last Close Price
39.25
THB Average target price
45.9
THB Spread / Average Target +16.93% Consensus |
1st Jan change
|
Capi.
|
---|
| -28.64% | 1.25B | | +67.61% | 2,127B | | +33.22% | 628B | | +11.34% | 603B | | -2.18% | 256B | | +2.76% | 161B | | -39.59% | 130B | | +28.60% | 125B | | +26.87% | 104B | | -2.31% | 99.48B |
Other Semiconductors
|