End-of-day quote
Thailand S.E.
06:00:00 2024-06-03 pm EDT
|
5-day change
|
1st Jan Change
|
30
THB
|
-4.00%
|
|
-5.51%
|
-8.40%
|
Fiscal Period: December |
2023
|
2024
|
2025
|
2026
|
---|
Capitalization
1 |
9,825
|
9,000
|
-
|
-
|
Enterprise Value (EV)
1 |
9,825
|
7,496
|
9,000
|
9,000
|
P/E ratio
|
25.4
x
|
20.3
x
|
18
x
|
16
x
|
Yield
|
1.98%
|
2.29%
|
2.74%
|
2.5%
|
Capitalization / Revenue
|
5.13
x
|
4
x
|
3.58
x
|
3.25
x
|
EV / Revenue
|
5.13
x
|
3.33
x
|
3.58
x
|
3.25
x
|
EV / EBITDA
|
20
x
|
13.3
x
|
14.3
x
|
13.1
x
|
EV / FCF
|
26.5
x
|
15.5
x
|
16.6
x
|
15.5
x
|
FCF Yield
|
3.77%
|
6.46%
|
6.01%
|
6.46%
|
Price to Book
|
8.31
x
|
6.25
x
|
5.5
x
|
-
|
Nbr of stocks (in thousands)
|
300,000
|
300,000
|
-
|
-
|
Reference price
2 |
32.75
|
30.00
|
30.00
|
30.00
|
Announcement Date
|
2/28/24
|
-
|
-
|
-
|
Fiscal Period: December |
2021
|
2022
|
2023
|
2024
|
2025
|
2026
|
---|
Net sales
1 |
1,444
|
1,712
|
1,916
|
2,248
|
2,511
|
2,765
|
EBITDA
1 |
-
|
417.3
|
490.4
|
562.5
|
631.3
|
685.5
|
EBIT
1 |
-
|
399.3
|
462.5
|
547.5
|
616
|
687
|
Operating Margin
|
-
|
23.33%
|
24.14%
|
24.35%
|
24.54%
|
24.85%
|
Earnings before Tax (EBT)
1 |
-
|
412.9
|
485.7
|
555.5
|
625
|
705
|
Net income
1 |
275.3
|
330.4
|
386.4
|
447
|
499
|
563
|
Net margin
|
19.06%
|
19.3%
|
20.17%
|
19.88%
|
19.88%
|
20.36%
|
EPS
2 |
-
|
1.102
|
1.288
|
1.475
|
1.670
|
1.880
|
Free Cash Flow
1 |
-
|
352.7
|
370.5
|
484.5
|
540.7
|
581
|
FCF margin
|
-
|
20.6%
|
19.34%
|
21.55%
|
21.53%
|
21.01%
|
FCF Conversion (EBITDA)
|
-
|
84.51%
|
75.55%
|
86.13%
|
85.64%
|
84.76%
|
FCF Conversion (Net income)
|
-
|
106.73%
|
95.89%
|
108.39%
|
108.35%
|
103.2%
|
Dividend per Share
2 |
-
|
-
|
0.6500
|
0.6867
|
0.8233
|
0.7500
|
Announcement Date
|
9/16/22
|
2/24/23
|
2/28/24
|
-
|
-
|
-
|
Fiscal Period: December |
2022 Q4
|
2023 Q2
|
2023 Q3
|
2023 Q4
|
2024 Q1
|
2024 Q2
|
---|
Net sales
|
459.8
|
468.5
|
473.3
|
519.1
|
522.3
|
-
|
EBITDA
|
-
|
121.3
|
118.6
|
-
|
134
|
-
|
EBIT
|
-
|
120.1
|
117.4
|
128.7
|
132.7
|
-
|
Operating Margin
|
-
|
25.64%
|
24.8%
|
24.79%
|
25.4%
|
-
|
Earnings before Tax (EBT)
|
-
|
-
|
-
|
139.6
|
132.7
|
-
|
Net income
1 |
-
|
95.87
|
92.8
|
111.1
|
104.9
|
102
|
Net margin
|
-
|
20.46%
|
19.61%
|
21.4%
|
20.09%
|
-
|
EPS
|
-
|
-
|
-
|
-
|
-
|
-
|
Dividend per Share
|
-
|
-
|
-
|
-
|
-
|
-
|
Announcement Date
|
2/24/23
|
8/11/23
|
11/8/23
|
2/28/24
|
5/14/24
|
-
|
Fiscal Period: December |
2021
|
2022
|
2023
|
2024
|
2025
|
2026
|
---|
Net Debt
1 |
-
|
-
|
-
|
-
|
-
|
-
|
Net Cash position
1 |
-
|
-
|
-
|
1,504
|
-
|
-
|
Leverage (Debt/EBITDA)
|
-
|
-
|
-
|
-
|
-
|
-
|
Free Cash Flow
1 |
-
|
353
|
370
|
485
|
541
|
581
|
ROE (net income / shareholders' equity)
|
-
|
102%
|
56.6%
|
33.8%
|
32.3%
|
29.1%
|
ROA (Net income/ Total Assets)
|
-
|
53.4%
|
38.3%
|
27.5%
|
26.5%
|
24.5%
|
Assets
1 |
-
|
619.1
|
1,010
|
1,628
|
1,885
|
2,298
|
Book Value Per Share
2 |
-
|
-
|
3.940
|
4.800
|
5.450
|
-
|
Cash Flow per Share
2 |
-
|
-
|
1.270
|
1.500
|
1.700
|
-
|
Capex
1 |
-
|
1.8
|
7.26
|
16
|
11.7
|
9
|
Capex / Sales
|
-
|
0.11%
|
0.38%
|
0.71%
|
0.46%
|
0.33%
|
Announcement Date
|
9/16/22
|
2/24/23
|
2/28/24
|
-
|
-
|
-
|
Average target price
40.83
THB Spread / Average Target +36.11% Consensus |
1st Jan change
|
Capi.
|
---|
| -8.40% | 256M | | +31.61% | 444B | | +29.73% | 273B | | +4.84% | 133B | | +8.04% | 92.85B | | +25.44% | 90.85B | | +73.85% | 62.2B | | +12.48% | 45.32B | | +22.28% | 36.01B | | -10.08% | 31.88B |
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