Analysts have updated their fair value estimate for PTT, raising the price target from $34.27 to $34.93. They cite improvements in profit margin outlook and a modestly lower discount rate, despite reduced revenue growth projections.
What's in the News
- The company completed the repurchase of 238,660,400 shares, representing 0.84% of shares, for THB 7,548.9 million under the previously announced buyback program (Key Developments).
- The company announced a cash dividend of THB 0.90 per share for the period from January 1, 2025 to June 30, 2025, with payment scheduled for October 17, 2025 (Key Developments).
- The company appointed Mr. Vuttikrai Leewiraphan as an Independent Director, replacing Mr. Jatuporn Buruspat, following recommendations by the Nominating Committee. The appointment is effective from September 18, 2025 (Key Developments).
- The company divested Neo Mobility Asia Company Limited, a subsidiary, with a total transaction value of 83,000,055.33 Baht as part of its strategic business direction (Key Developments).
Valuation Changes
- The consensus analyst price target has risen slightly from THB 34.27 to THB 34.93.
- The discount rate has decreased from 10.23% to 9.94%.
- The revenue growth projection has fallen significantly from 0.50% to 0.26%.
- The net profit margin forecast has increased marginally from 3.69% to 3.70%.
- The future P/E ratio estimate has edged higher from 12.23x to 12.42x.
Disclaimer
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