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Thai Union Group
AN
AnalystLowTarget
Consensus Narrative from 13 Analysts
Conventional Seafood Will Crumble Amid Demand, Regulatory And Climate Risks
Key Takeaways Shifting consumer preferences and alternative proteins are eroding demand for traditional seafood, threatening revenue growth and industry positioning. Heightened regulatory, climate, and input cost pressures are compressing margins and challenging the sustainability of earnings growth.
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฿8.70
FV
46.0% overvalued
intrinsic discount
-0.44%
Revenue growth p.a.
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Thai Union Group
AN
AnalystHighTarget
Consensus Narrative from 13 Analysts
Rising Healthy Protein Demand And Automation Will Expand Markets
Key Takeaways Accelerated digitalization, automation, and premium product focus could drive sustained margin expansion and profitability, outpacing current market expectations. Strong ESG credentials and strategic growth in emerging Asian markets position Thai Union for transformative revenue gains and long-term market leadership.
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฿17.94
FV
29.2% undervalued
intrinsic discount
3.47%
Revenue growth p.a.
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8 days ago
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Thai Union Group
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Transformation And Marketing Efforts Will Drive Operational Efficiencies In The Future
Key Takeaways Strategic shifts in marketing and raw material management aim to enhance profitability by improving gross profit margins. Growth in the Ambient and PetCare categories, driven by premium offerings and rising demand, is expected to boost revenue.
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฿11.59
FV
9.6% overvalued
intrinsic discount
1.77%
Revenue growth p.a.
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8 days ago
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