Anuncio • Mar 02
Mono Next Public Company Limited, Annual General Meeting, Apr 24, 2026 Mono Next Public Company Limited, Annual General Meeting, Apr 24, 2026, at 14:00 SE Asia Standard Time. New Risk • Nov 13
New minor risk - Market cap size The company's market capitalization is less than US$100m. Market cap: ฿3.09b (US$95.6m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 23% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (6.4% average weekly change). Market cap is less than US$100m (฿3.09b market cap, or US$95.6m). Reported Earnings • Nov 08
Third quarter 2025 earnings released: ฿0.044 loss per share (vs ฿0.001 loss in 3Q 2024) Third quarter 2025 results: ฿0.044 loss per share (further deteriorated from ฿0.001 loss in 3Q 2024). Revenue: ฿368.5m (down 19% from 3Q 2024). Net loss: ฿154.5m (loss widened ฿151.5m from 3Q 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 84 percentage points per year, which is a significant difference in performance. New Risk • Nov 07
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Thai stocks, typically moving 6.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 3.0% per year over the past 5 years. Minor Risk Share price has been volatile over the past 3 months (6.2% average weekly change). Buy Or Sell Opportunity • Nov 07
Now 21% undervalued after recent price drop Over the last 90 days, the stock has fallen 43% to ฿1.08. The fair value is estimated to be ฿1.36, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 7.4% over the last 3 years. Meanwhile, the company became loss making. New Risk • Aug 08
New major risk - Revenue and earnings growth Earnings have declined by 2.8% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 2.8% per year over the past 5 years. Minor Risk Share price has been volatile over the past 3 months (10% average weekly change). Reported Earnings • May 10
First quarter 2025 earnings released: EPS: ฿0.003 (vs ฿0.03 loss in 1Q 2024) First quarter 2025 results: EPS: ฿0.003 (up from ฿0.03 loss in 1Q 2024). Revenue: ฿337.9m (down 31% from 1Q 2024). Net income: ฿9.02m (up ฿114.7m from 1Q 2024). Profit margin: 2.7% (up from net loss in 1Q 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 106 percentage points per year, which is a significant difference in performance. Reported Earnings • Mar 01
Full year 2024 earnings released: ฿0.23 loss per share (vs ฿0.074 loss in FY 2023) Full year 2024 results: ฿0.23 loss per share (further deteriorated from ฿0.074 loss in FY 2023). Revenue: ฿1.84b (down 3.0% from FY 2023). Net loss: ฿796.7m (loss widened 212% from FY 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 93 percentage points per year, which is a significant difference in performance. Anuncio • Mar 01
Mono Next Public Company Limited, Annual General Meeting, Apr 24, 2025 Mono Next Public Company Limited, Annual General Meeting, Apr 24, 2025, at 14:00 SE Asia Standard Time. Anuncio • Feb 28
Mono Next Public Company Limited to Report Fiscal Year 2024 Results on Feb 28, 2025 Mono Next Public Company Limited announced that they will report fiscal year 2024 results on Feb 28, 2025 Reported Earnings • Aug 09
Second quarter 2024 earnings released: EPS: ฿0.009 (vs ฿0.004 in 2Q 2023) Second quarter 2024 results: EPS: ฿0.009 (up from ฿0.004 in 2Q 2023). Revenue: ฿485.7m (up 1.7% from 2Q 2023). Net income: ฿32.1m (up 128% from 2Q 2023). Profit margin: 6.6% (up from 2.9% in 2Q 2023). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 84 percentage points per year, which is a significant difference in performance. Reported Earnings • May 11
First quarter 2024 earnings released: ฿0.03 loss per share (vs ฿0.003 profit in 1Q 2023) First quarter 2024 results: ฿0.03 loss per share (down from ฿0.003 profit in 1Q 2023). Revenue: ฿488.8m (up 11% from 1Q 2023). Net loss: ฿105.7m (down ฿116.4m from profit in 1Q 2023). Over the last 3 years on average, earnings per share has fallen by 26% per year whereas the company’s share price has fallen by 27% per year. Anuncio • Mar 26
Mono Next Public Company Limited, Annual General Meeting, Apr 25, 2024 Mono Next Public Company Limited, Annual General Meeting, Apr 25, 2024, at 14:00 SE Asia Standard Time. Location: Meeting Room, No. 29/9 Moo 4 Chaiyapruek Road, Bang Phlub, Pakkred, 11120 Nonthaburi Thailand Reported Earnings • Feb 24
Full year 2023 earnings released: ฿0.074 loss per share (vs ฿0.02 profit in FY 2022) Full year 2023 results: ฿0.074 loss per share (down from ฿0.02 profit in FY 2022). Revenue: ฿1.90b (down 9.4% from FY 2022). Net loss: ฿255.1m (down 468% from profit in FY 2022). Over the last 3 years on average, earnings per share has increased by 77% per year but the company’s share price has fallen by 29% per year, which means it is significantly lagging earnings. Anuncio • Feb 23
Mono Next Public Company Limited to Report Fiscal Year 2023 Results on Feb 22, 2024 Mono Next Public Company Limited announced that they will report fiscal year 2023 results on Feb 22, 2024 Anuncio • Jan 10
Mono Next Public Company Limited Announces Appointment of Patompong Sirachairat as Acting Chief Financial Officer Mono Next Public Company Limited announced appointment of Mr. Patompong Sirachairat as Acting Chief Financial Officer. Effective Date of Appointment is January 9, 2024. Anuncio • Jan 02
Mono Next Public Company Limited Appoints Phongphan Thongphianphong as Chief Accountant Mono Next Public Company Limited announced appointment of Mr. Phongphan Thongphianphong as Chief Accountant. Position of Chief Accountant is Senior Accounting Manager. Effective Date of Appointment is January 2, 2024. Anuncio • Dec 28
Mono Next Public Company Limited Announces the Termination of tassanee kuantalaeng as Acting of Chief Financial Officer Mono Next Public Company Limited announced the termination of Miss tassanee kuantalaeng as Acting of Chief Financial Officer, effective December 28, 2023. Reported Earnings • Nov 10
Third quarter 2023 earnings released: ฿0.005 loss per share (vs ฿0.008 profit in 3Q 2022) Third quarter 2023 results: ฿0.005 loss per share (down from ฿0.008 profit in 3Q 2022). Revenue: ฿470.2m (down 9.6% from 3Q 2022). Net loss: ฿16.2m (down 158% from profit in 3Q 2022). Over the last 3 years on average, earnings per share has increased by 133% per year but the company’s share price has fallen by 34% per year, which means it is significantly lagging earnings. New Risk • Oct 25
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Thai stocks, typically moving 6.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.8x net interest cover). Minor Risks Share price has been volatile over the past 3 months (6.1% average weekly change). Market cap is less than US$100m (฿2.99b market cap, or US$82.5m). Valuation Update With 7 Day Price Move • Aug 28
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to ฿1.11, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 22x in the Media industry in Thailand. Total loss to shareholders of 55% over the past three years. New Risk • Aug 17
New minor risk - Market cap size The company's market capitalization is less than US$100m. Market cap: ฿3.23b (US$90.9m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.8x net interest cover). Minor Risk Market cap is less than US$100m (฿3.23b market cap, or US$90.9m). Reported Earnings • Aug 11
Second quarter 2023 earnings released: EPS: ฿0.004 (vs ฿0.006 in 2Q 2022) Second quarter 2023 results: EPS: ฿0.004 (down from ฿0.006 in 2Q 2022). Revenue: ฿477.7m (down 6.9% from 2Q 2022). Net income: ฿14.1m (down 34% from 2Q 2022). Profit margin: 2.9% (down from 4.2% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 9.2% p.a. on average during the next 3 years, compared to a 9.1% growth forecast for the Media industry in Thailand. Over the last 3 years on average, earnings per share has increased by 132% per year but the company’s share price has fallen by 24% per year, which means it is significantly lagging earnings. Board Change • Jun 06
Less than half of directors are independent Following the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Director Karl Jamonmarn was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Anuncio • May 23
Mono Next Public Company Limited Announces Resignation of Punnee Worawuthichongsathit as Independent Director and the Chairman of the Board of Directors Mono Next Public Company Limited informed that Mrs. Punnee Worawuthichongsathit, the Independent Director and the Chairman of the Board of Directors has notified of her intention to resign from the position of the Company's Independent Director and the Chairman which will come into force from May 31, 2023, onwards. Reported Earnings • May 13
First quarter 2023 earnings released: EPS: ฿0.003 (vs ฿0.003 in 1Q 2022) First quarter 2023 results: EPS: ฿0.003 (in line with 1Q 2022). Revenue: ฿438.6m (down 15% from 1Q 2022). Net income: ฿10.8m (down 3.8% from 1Q 2022). Profit margin: 2.5% (up from 2.2% in 1Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 9.4% growth forecast for the Media industry in Thailand. Over the last 3 years on average, earnings per share has increased by 123% per year but the company’s share price has fallen by 20% per year, which means it is significantly lagging earnings. Valuation Update With 7 Day Price Move • Apr 18
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to ฿1.40, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 28x in the Media industry in Thailand. Total loss to shareholders of 27% over the past three years. Board Change • Mar 01
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 2 experienced directors. 5 highly experienced directors. Senior VP of Administration & Director Benjawan Rakwong was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Valuation Update With 7 Day Price Move • Feb 09
Investor sentiment improves as stock rises 19% After last week's 19% share price gain to ฿1.91, the stock trades at a forward P/E ratio of 36x. Average forward P/E is 27x in the Media industry in Thailand. Total returns to shareholders of 142% over the past three years. Reported Earnings • Nov 19
Third quarter 2022 earnings released: EPS: ฿0.008 (vs ฿0.016 loss in 3Q 2021) Third quarter 2022 results: EPS: ฿0.008 (up from ฿0.016 loss in 3Q 2021). Revenue: ฿520.4m (up 14% from 3Q 2021). Net income: ฿27.8m (up ฿84.5m from 3Q 2021). Profit margin: 5.3% (up from net loss in 3Q 2021). The move to profitability was primarily driven by higher revenue. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Media industry in Thailand. Over the last 3 years on average, earnings per share has increased by 91% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth. Price Target Changed • Nov 16
Price target decreased to ฿1.40 Down from ฿3.10, the current price target is provided by 1 analyst. New target price is 7.9% below last closing price of ฿1.52. Stock is up 4.8% over the past year. The company is forecast to post earnings per share of ฿0.03 for next year compared to ฿0.013 last year. Reported Earnings • Aug 16
Second quarter 2022 earnings released Second quarter 2022 results: Revenue: ฿513.1m (down 9.7% from 2Q 2021). Net income: ฿21.3m (up 45% from 2Q 2021). Profit margin: 4.2% (up from 2.6% in 2Q 2021). The increase in margin was driven by lower expenses. Reported Earnings • May 16
First quarter 2022 earnings: EPS exceeds analyst expectations First quarter 2022 results: EPS: ฿0.003 (down from ฿0.004 in 1Q 2021). Revenue: ฿513.4m (down 8.9% from 1Q 2021). Net income: ฿11.2m (down 15% from 1Q 2021). Profit margin: 2.2% (down from 2.3% in 1Q 2021). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) exceeded analyst estimates. Over the next year, revenue is forecast to grow 22%, compared to a 42% growth forecast for the industry in Thailand. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth. Price Target Changed • Apr 27
Price target increased to ฿3.80 Up from ฿3.10, the current price target is provided by 1 analyst. New target price is 57% above last closing price of ฿2.42. Stock is up 22% over the past year. The company is forecast to post earnings per share of ฿0.04 for next year compared to ฿0.013 last year. Anuncio • Feb 25
Mono Next Public Company Limited, Annual General Meeting, Apr 25, 2022 Mono Next Public Company Limited, Annual General Meeting, Apr 25, 2022, at 07:00 Coordinated Universal Time. Location: Company's meeting room at 29/9 Moo 4, Chaiyaphruek Road, Bang Phlap, Pak Kret Nonthaburi Thailand Agenda: To consider certifying the Minutes of proposed the 2021 Annual General Meeting of Shareholders; to acknowledge the Board of Directors' Annual Report on the Company's operating result during the year 2021; to consider and approve the Company's financial statements and the auditor's report for the year ended December 31, 2021; to consider the omission of net profit appropriation for legal reserve and the omission of dividend payment from 2021 operating results; to consider the appointment of the auditor and to fix the audit fee for the year 2022; and to consider any other matters. Reported Earnings • Feb 24
Full year 2021 earnings: EPS misses analyst expectations Full year 2021 results: EPS: ฿0.01 (up from ฿0.19 loss in FY 2020). Revenue: ฿2.19b (up 30% from FY 2020). Net income: ฿45.2m (up ฿706.7m from FY 2020). Profit margin: 2.1% (up from net loss in FY 2020). The move to profitability was primarily driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) exceeded analyst estimates. Over the next year, revenue is forecast to grow 17%, compared to a 35% growth forecast for the industry in Thailand. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth. Reported Earnings • Nov 12
Third quarter 2021 earnings released: ฿0.033 loss per share (vs ฿0.032 loss in 3Q 2020) The company reported a solid third quarter result with reduced losses, improved revenues and improved control over expenses. Third quarter 2021 results: Revenue: ฿455.7m (up 2.9% from 3Q 2020). Net loss: ฿56.7m (loss narrowed 49% from 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has fallen by 8% per year, which means it is performing significantly worse than earnings. Reported Earnings • Aug 13
Second quarter 2021 earnings released: EPS ฿0.004 (vs ฿0.048 loss in 2Q 2020) The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: ฿568.1m (up 71% from 2Q 2020). Net income: ฿14.7m (up ฿182.6m from 2Q 2020). Profit margin: 2.6% (up from net loss in 2Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings. Breakeven Date Change • May 24
Forecast breakeven moved forward to 2021 The analyst covering Mono Next previously expected the company to break even in 2022. New forecast suggests the company will make a profit of ฿107.0m in 2021. Earnings growth of 128% is required to achieve expected profit on schedule. Price Target Changed • May 16
Price target increased to ฿3.60 Up from ฿3.10, the current price target is an average from 2 analysts. New target price is 93% above last closing price of ฿1.87. Stock is down 21% over the past year. Reported Earnings • May 14
First quarter 2021 earnings released: EPS ฿0.004 (vs ฿0.11 loss in 1Q 2020) The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: ฿563.5m (up 51% from 1Q 2020). Net income: ฿13.1m (up ฿403.4m from 1Q 2020). Profit margin: 2.3% (up from net loss in 1Q 2020). The move to profitability was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 57% per year but the company’s share price has only fallen by 16% per year, which means it has not declined as severely as earnings. Major Estimate Revision • Mar 03
Analysts update estimates The company's losses in 2021 are expected to worsen with analysts lowering their consensus EPS forecasts from -฿0.035 to -฿0.05. No change was made to the revenue estimate which at the last update was ฿2.11b. The Media industry in Thailand is expected to see an average net income growth of 23% next year. The consensus price target increased from ฿3.10 to ฿3.30. Share price is up 21% to ฿2.36 over the past week. Reported Earnings • Feb 26
Full year 2020 earnings released: ฿0.19 loss per share (vs ฿0.18 loss in FY 2019) The company reported a poor full year result with increased losses, weaker revenues and weaker control over costs. Full year 2020 results: Revenue: ฿1.69b (down 23% from FY 2019). Net loss: ฿661.5m (loss widened 7.4% from FY 2019). Over the last 3 years on average, earnings per share has fallen by 81% per year but the company’s share price has only fallen by 20% per year, which means it has not declined as severely as earnings. Anuncio • Feb 25
Mono Next Public Company Limited, Annual General Meeting, Apr 29, 2021 Mono Next Public Company Limited, Annual General Meeting, Apr 29, 2021, at 07:00 Coordinated Universal Time. Location: at 29/9 Moo 4, Chaiyaphruek Road Bang Phlap, Pak Kret Nonthaburi Thailand Agenda: To consider certifying the minutes of proposed the 2020 annual general meeting of shareholders; to acknowledge the board of directors' annual report on the company's operating result during the year 2020; to consider and approve the company's financial statements and the auditor's report for the year ended December 31, 2020; to consider the omission of net profit appropriation for legal reserve and dividend payment from 2020 operating results; to consider the appointment of the auditor and to fix the audit fee for the year 2021; to consider the appointment of directors to replace those who retire by rotation for the year 2021; to consider and approve the annual remuneration for directors in 2021; to consider and approve the capital increase; to consider and approve the amendment of Clause 4; and to consider other matters. Is New 90 Day High Low • Feb 22
New 90-day low: ฿1.93 The company is down 26% from its price of ฿2.60 on 24 November 2020. The Thai market is up 6.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Media industry, which is flat over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ฿2.13 per share. Is New 90 Day High Low • Feb 04
New 90-day low: ฿2.12 The company is down 23% from its price of ฿2.74 on 06 November 2020. The Thai market is up 18% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Media industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ฿2.22 per share. Is New 90 Day High Low • Jan 18
New 90-day low: ฿2.32 The company is down 11% from its price of ฿2.62 on 20 October 2020. The Thai market is up 26% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Media industry, which is up 21% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ฿2.26 per share. Is New 90 Day High Low • Dec 14
New 90-day low: ฿2.40 The company is down 1.0% from its price of ฿2.42 on 15 September 2020. The Thai market is up 17% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Media industry, which is up 19% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ฿2.27 per share. Reported Earnings • Nov 13
Third quarter 2020 earnings released: ฿0.032 loss per share The company reported a decent third quarter result with reduced losses and improved control over expenses, although revenues were weaker. Third quarter 2020 results: Revenue: ฿442.7m (down 16% from 3Q 2019). Net loss: ฿112.1m (loss narrowed 37% from 3Q 2019). Over the last 3 years on average, earnings per share has fallen by 94% per year but the company’s share price has only fallen by 14% per year, which means it has not declined as severely as earnings. Is New 90 Day High Low • Oct 12
New 90-day high: ฿2.80 The company is up 9.0% from its price of ฿2.56 on 14 July 2020. The Thai market is down 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Media industry, which is down 2.0% over the same period.