Reported Earnings • May 18
First quarter 2026 earnings released: ฿0.007 loss per share (vs ฿0.035 loss in 1Q 2025) First quarter 2026 results: ฿0.007 loss per share (improved from ฿0.035 loss in 1Q 2025). Revenue: ฿1.11b (up 18% from 1Q 2025). Net loss: ฿5.40m (loss narrowed 81% from 1Q 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 69 percentage points per year, which is a significant difference in performance. Board Change • Apr 01
High number of new and inexperienced directors There are 4 new directors who have joined the board in the last 3 years. The company's board is composed of: 4 new directors. 1 experienced director. No highly experienced directors. Acting Company Secretary & Director Somyos Tiranawatananun is the most experienced director on the board, commencing their role in 2022. The company’s lack of experienced directors is considered a risk according to the Simply Wall St Risk Model. Reported Earnings • Mar 02
Full year 2025 earnings released: ฿0.56 loss per share (vs ฿0.28 loss in FY 2024) Full year 2025 results: ฿0.56 loss per share (further deteriorated from ฿0.28 loss in FY 2024). Revenue: ฿3.35b (down 20% from FY 2024). Net loss: ฿443.7m (loss widened 97% from FY 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 74 percentage points per year, which is a significant difference in performance. Annuncio • Feb 27
Takuni Group Public Company Limited, Annual General Meeting, Apr 24, 2026 Takuni Group Public Company Limited, Annual General Meeting, Apr 24, 2026, at 14:00 SE Asia Standard Time. Location: no. 46/7, rungrojthanakul building a, floor 12, ratchadaphisek road, huai khwang, huai khwang, bangkok 10310, Thailand Reported Earnings • Nov 16
Third quarter 2025 earnings released: ฿0.27 loss per share (vs ฿0.10 loss in 3Q 2024) Third quarter 2025 results: ฿0.27 loss per share (further deteriorated from ฿0.10 loss in 3Q 2024). Net loss: ฿219.4m (loss widened 163% from 3Q 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 71 percentage points per year, which is a significant difference in performance. New Risk • Nov 15
New major risk - Share price stability The company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Thai stocks, typically moving 9.1% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (9.1% average weekly change). Earnings have declined by 53% per year over the past 5 years. Market cap is less than US$10m (฿280.0m market cap, or US$8.63m). New Risk • Oct 28
New major risk - Market cap size The company's market capitalization is less than US$10m. Market cap: ฿320.0m (US$9.86m) This is considered a major 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 Risks Earnings have declined by 53% per year over the past 5 years. Market cap is less than US$10m (฿320.0m market cap, or US$9.86m). Minor Risk Share price has been volatile over the past 3 months (9.0% average weekly change). Annuncio • Oct 20
Takuni Group Public Company Limited Announces Resignation of Araya Putthipongthorn as Independent Director, Effective October 17, 2025 Takuni Group Public Company Limited announced that Miss Araya Putthipongthorn, who held the position of Independent Director /Audit Committee Member, has resigned from
his position as a director of the Company and all sub-committees. The Company received his resignation letter on October 17, 2025, and the resignation is effective as of October 17, 2025, onwards. The Company is in the process of identifying and recruiting a qualified and experienced individual to serve as an Independent Director and Audit Committee Member to replace the vacant position. The Company will inform the Stock Exchange of Thailand accordingly. Reported Earnings • Aug 14
Second quarter 2025 earnings released: ฿0.028 loss per share (vs ฿0.018 profit in 2Q 2024) Second quarter 2025 results: ฿0.028 loss per share (down from ฿0.018 profit in 2Q 2024). Revenue: ฿1.06b (down 3.7% from 2Q 2024). Net loss: ฿22.4m (down 253% from profit in 2Q 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 68 percentage points per year, which is a significant difference in performance. Annuncio • Jun 26
Takuni Group Public Company Limited announced that it expects to receive THB 100 million in funding Takuni Group Public Company Limited announces private placement to issue 100,000 units of convertible Bonds at a price of THB 1,000 per bonds for gross proceeds of THB 100,000,000 on June 24, 2025. conversion price is 2 baht per share. Reported Earnings • May 15
First quarter 2025 earnings released: ฿0.034 loss per share (vs ฿0.007 profit in 1Q 2024) First quarter 2025 results: ฿0.034 loss per share (down from ฿0.007 profit in 1Q 2024). Revenue: ฿939.0m (down 12% from 1Q 2024). Net loss: ฿27.7m (down ฿33.1m from profit in 1Q 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 67 percentage points per year, which is a significant difference in performance. New Risk • Mar 03
New major risk - Market cap size The company's market capitalization is less than US$10m. Market cap: ฿336.0m (US$9.84m) This is considered a major 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 Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Share price has been highly volatile over the past 3 months (17% average weekly change). Earnings have declined by 24% per year over the past 5 years. Market cap is less than US$10m (฿336.0m market cap, or US$9.84m). Reported Earnings • Mar 01
Full year 2024 earnings released: ฿0.28 loss per share (vs ฿0.019 profit in FY 2023) Full year 2024 results: ฿0.28 loss per share (down from ฿0.019 profit in FY 2023). Revenue: ฿4.20b (up 7.2% from FY 2023). Net loss: ฿225.5m (down ฿240.7m from profit in FY 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 51 percentage points per year, which is a significant difference in performance. Annuncio • Feb 28
Takuni Group Public Company Limited, Annual General Meeting, Apr 29, 2025 Takuni Group Public Company Limited, Annual General Meeting, Apr 29, 2025, at 15:00 SE Asia Standard Time. Location: sathorn square tower, floor 8, Thailand New Risk • Jan 20
New major risk - Market cap size The company's market capitalization is less than US$10m. Market cap: ฿296.0m (US$8.64m) This is considered a major 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 Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Share price has been highly volatile over the past 3 months (12% average weekly change). Earnings have declined by 1.1% per year over the past 5 years. Market cap is less than US$10m (฿296.0m market cap, or US$8.64m). Minor Risk Paying a dividend despite having no free cash flows. Annuncio • Dec 26
Takuni Group Public Company Limited Announces Board Changes The Board of Directors of Takuni Group Public Company Limited ("the Company") No. 9/2024 on 23rd December 2024 has passed the resolution to appoint directors to replace the director who resigned as follows: Appoint Mr. Santi Piyatat as Director and Chairman of the Risk Management Committee, which is effective 24th December 2024 onward. Therefore, on 24th December 2024, the Company's Directors consist of 7 persons as follows: 1. Dr. Chatchai Payuhanaveechai, Chairman of the Board /Chairman of the Executive Committee. 2. Prof. Emeritus Teerachai Chantarojsiri, Independent Director /Chairman of the Audit Committee /Chairman of the Nomination and Remuneration Committee /Independent Director. 3. Miss Araya Putthipongthorn, Independent Director /Audit Committee Member /Nomination and Remuneration Committee Member /Chairman of the Anti-Corruption Committee. 4. Assoc. Prof. Dr. Sarayut Rueangsuwan, Independent Director /Audit Committee Member /Risk Management Committee Member. 5. Dr. Krittapong Orachaipunlap, Director /Executive Committee Member /Chief Executive Officer. 6. Dr. Somyos Tiranawatananun, Director /Nomination and Remuneration Committee Member /Risk Management Committee Member /Executive Committee Member /Acting Company Secretary. 7. Mr. Santi Piyatat, Director /Chairman of the Risk Management Committee. New Risk • Nov 21
New major risk - Financial position The company's debt is not well covered by operating cash flow. Currently running at an operating cash loss. This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Share price has been highly volatile over the past 3 months (11% average weekly change). Earnings have declined by 1.1% per year over the past 5 years. Minor Risks Paying a dividend despite having no free cash flows. Market cap is less than US$100m (฿544.0m market cap, or US$15.7m). Valuation Update With 7 Day Price Move • Aug 23
Investor sentiment improves as stock rises 44% After last week's 44% share price gain to ฿1.01, the stock trades at a trailing P/E ratio of 37.4x. Average trailing P/E is 15x in the Construction industry in Thailand. Total loss to shareholders of 18% over the past three years. Reported Earnings • Aug 16
Second quarter 2024 earnings released: EPS: ฿0.018 (vs ฿0.004 in 2Q 2023) Second quarter 2024 results: EPS: ฿0.018 (up from ฿0.004 in 2Q 2023). Revenue: ฿1.10b (up 31% from 2Q 2023). Net income: ฿14.6m (up 377% from 2Q 2023). Profit margin: 1.3% (up from 0.4% in 2Q 2023). Over the last 3 years on average, earnings per share has fallen by 14% per year whereas the company’s share price has fallen by 15% per year. Reported Earnings • May 16
First quarter 2024 earnings released: EPS: ฿7.00 (vs ฿0.013 in 1Q 2023) First quarter 2024 results: EPS: ฿7.00. Revenue: ฿1.07b (down 5.2% from 1Q 2023). Net income: ฿5.37m (down 49% from 1Q 2023). Profit margin: 0.5% (down from 0.9% in 1Q 2023). New Risk • Apr 02
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 6.7% 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: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.7% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.4% net profit margin). Market cap is less than US$100m (฿848.0m market cap, or US$23.1m). Reported Earnings • Mar 03
Full year 2023 earnings released: EPS: ฿0.019 (vs ฿0.16 in FY 2022) Full year 2023 results: EPS: ฿0.019 (down from ฿0.16 in FY 2022). Revenue: ฿3.92b (up 2.5% from FY 2022). Net income: ฿15.2m (down 88% from FY 2022). Profit margin: 0.4% (down from 3.3% in FY 2022). Over the last 3 years on average, earnings per share has increased by 23% per year whereas the company’s share price has increased by 24% per year. Annuncio • Mar 02
Takuni Group Public Company Limited, Annual General Meeting, Apr 23, 2024 Takuni Group Public Company Limited, Annual General Meeting, Apr 23, 2024, at 16:00 SE Asia Standard Time. Agenda: To acknowledge the Company's operating results for the year 2023; to consider and approve the balance sheet (Statements of financial position) and statements of income for year 2023; to consider and approve the non-appropriation of net profits for the year 2023 as the legal reserve and the omission of the dividend payment from the operating result for the year 2023; to consider and appoint the Company's directors to replace those who retire by rotation; and to consider other matters. Reported Earnings • Nov 16
Third quarter 2023 earnings released: EPS: ฿0.033 (vs ฿0.025 in 3Q 2022) Third quarter 2023 results: EPS: ฿0.033 (up from ฿0.025 in 3Q 2022). Revenue: ฿873.1m (down 7.4% from 3Q 2022). Net income: ฿26.0m (up 30% from 3Q 2022). Profit margin: 3.0% (up from 2.1% in 3Q 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has increased by 59% per year, which means it is tracking significantly ahead of earnings growth. Valuation Update With 7 Day Price Move • Aug 23
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to ฿1.76, the stock trades at a trailing P/E ratio of 14.6x. Average trailing P/E is 27x in the Construction industry in Thailand. Total returns to shareholders of 390% over the past three years. Reported Earnings • Aug 16
Second quarter 2023 earnings released: EPS: ฿0.004 (vs ฿0.021 in 2Q 2022) Second quarter 2023 results: EPS: ฿0.004 (down from ฿0.021 in 2Q 2022). Revenue: ฿843.2m (down 8.7% from 2Q 2022). Net income: ฿3.07m (down 82% from 2Q 2022). Profit margin: 0.4% (down from 1.8% in 2Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has increased by 59% per year, which means it is tracking significantly ahead of earnings growth. Annuncio • Jul 01
Takuni Group Public Company Limited Announces Executive Changes On 29th June 2023, the Board of Directors of Takuni Group Public Company Limited announced that Mr. Justin Lim Hwa Tat has resigned from director due to his other business engagement. The resignation letter has reached Chairman of the Board of Directors on 26th June 2023 and an effective date for his resignation was on 28th June 2023 onwards. Appointed Mr. Krittapong Orachaipunlap as Director and Executive Committee which effective 29th June 2023 onward. Appointed Mr. Sarayut Ruangsuwan as Independent Director, Member of Audit Committee of the Company which effective 29th June 2023 onward. Valuation Update With 7 Day Price Move • Jun 20
Investor sentiment deteriorates as stock falls 20% After last week's 20% share price decline to ฿1.69, the stock trades at a trailing P/E ratio of 12.2x. Average trailing P/E is 19x in the Construction industry in Thailand. Total returns to shareholders of 337% over the past three years. Annuncio • May 29
Takuni Group Public Company Limited Announces Resignation of Somsak Pratomsrimek as Independent Director Takuni Group Public Company Limited announced that Mr. Somsak Pratomsrimek has resigned from Independent Director, Member of Audit Committee of the Company due to his other business engagement. The resignation letter has reached Chairman of the Board of Directors on 26 May 2023 and an effective date for his resignation was on 31 May 2023 onwards. Reported Earnings • May 18
First quarter 2023 earnings released: EPS: ฿0.013 (vs ฿0.035 in 1Q 2022) First quarter 2023 results: EPS: ฿0.013 (down from ฿0.035 in 1Q 2022). Revenue: ฿1.13b (up 22% from 1Q 2022). Net income: ฿10.5m (down 62% from 1Q 2022). Profit margin: 0.9% (down from 3.0% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has increased by 70% per year, which means it is tracking significantly ahead of earnings growth. Buying Opportunity • May 11
Now 23% undervalued after recent price drop Over the last 90 days, the stock is down 31%. The fair value is estimated to be ฿2.73, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.4% over the last 3 years. Earnings per share has grown by 50%. Valuation Update With 7 Day Price Move • May 09
Investor sentiment improves as stock rises 32% After last week's 32% share price gain to ฿2.24, the stock trades at a trailing P/E ratio of 14x. Average trailing P/E is 24x in the Construction industry in Thailand. Total returns to shareholders of 575% over the past three years. Buying Opportunity • Mar 31
Now 21% undervalued after recent price drop Over the last 90 days, the stock is down 32%. The fair value is estimated to be ฿2.70, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.4% over the last 3 years. Earnings per share has grown by 50%. Buying Opportunity • Mar 16
Now 20% undervalued after recent price drop Over the last 90 days, the stock is down 33%. The fair value is estimated to be ฿2.71, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.4% over the last 3 years. Earnings per share has grown by 50%. Upcoming Dividend • Mar 10
Upcoming dividend of ฿0.03 per share at 1.3% yield Eligible shareholders must have bought the stock before 17 March 2023. Payment date: 24 May 2023. Payout ratio is a comfortable 19% and this is well supported by cash flows. Trailing yield: 1.3%. Lower than top quartile of Thai dividend payers (5.6%). Lower than average of industry peers (1.9%). Annuncio • Dec 16
Takuni Group Public Company Limited Announces Board Changes Takuni Group Public Company Limited inform the resignation of Board of Directors as below; Dr. Pramote Talawat: Independent Director/Member of Audit Committee, Member of Remuneration Committee, Mr. Kanit Wattanavichien: Independent Director/Member of Audit Committee, Mr. Prasert Treeweeranuwat: Director/Chairman of Directors, Mr. Somchai Kanbuakeaw: Director/Chairman of Remuneration Committee, Ms. Kanchana Rimpanichayakij: Director. The resignation of Directors effective on December 15, 2022. The Board of Directors meeting no. 11/2565, on December 15, 2022 has resolved to appoint new directors as below; Dr. Teerachai Chantarojsiri: Independent Director/Chairman of Audit Committee/Chairman of Remuneration Committee, Mr. Somsak Pratomsrimek: Independent Director/Member of Audit Committee/Member of Remuneration Committee, Ms. Araya Puttipongthon: Independent Director/Member of Audit Committee/Member of Remuneration Committee, Mr. Chatchai Payuhanaveechai: Director/Chairman of Directors, Mr. Somyos Tiranawattananont: Director, Mr. Prasert Treeweeranuwat: Director. The above appointment of directors effective December 15, 2022 onwards. After the appointment, the Company's Directors are as follows; Dr. Teerachai Chantarojsiri: Independent Director/Chairman of Audit Committee/Chairman of Remuneration Committee, Mr. Somsak Pratomsrimek: Independent Director/Member of Audit Committee/Member of Remuneration Committee, Ms. Araya Puttipongthon: Independent Director/Member of Audit Committee/Member of Remuneration Committee, Mr. Chatchai Payuhanaveechai: Director/Chairman of Directors /Chairman of Executive Committee, Mr. Somyos Tiranawattananont: Director, Mr. Somyos Tiranawattananont: Director, Mr. Prasert Treeweeranuwat: Director, Ms. Nita Treeweeranuwat: Director/Chief Executive Office/President. Board Change • Nov 16
Less than half of directors are independent Following the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 4 non-independent directors. Independent Director Pramote Talawat was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Annuncio • Sep 23
Takuni Group Public Company Limited Announces Resignation of Kaveewat Songsakulkiat as Independent Director Takuni Group Public Company Limited that Mr. Kaveewat Songsakulkiat has resigned from Independent Director, Chairman of Audit Committee, Member of Remuneration Committee of the Company due to his other business engagement. The resignation letter has reached Chairman of the Board of Directors on September 22, 2022 and an effective date for his resignation was on September 22, 2022 onwards. In this regard, The Company would proceed to appoint the qualified and experienced independent director as the replacement to fill such vacancy and would make further notification to the Stock Exchange of Thailand in due course. Valuation Update With 7 Day Price Move • Sep 19
Investor sentiment improved over the past week After last week's 25% share price gain to ฿3.88, the stock trades at a trailing P/E ratio of 33.1x. Average trailing P/E is 29x in the Construction industry in Thailand. Total returns to shareholders of 799% over the past three years. Annuncio • Sep 17
Takuni Group Public Company Limited Appoints Chatchai Payuhanaveechai to Be the Chairman of Executive Committee As Takuni Group Public Company Limited has a change in shareholder's structure and in process of studying new business related to innovation and technology as well as social enterprise, the Board of Directors meeting no. 7/2565, on September 16, 2022 at 2.00 pm. has resolved to appoint Ph.D. Chatchai Payuhanaveechai, who has knowledge and long experience in conjunction with business, to be the Chairman of Executive Committee since September 16, 2022 onwards. Valuation Update With 7 Day Price Move • Aug 16
Investor sentiment improved over the past week After last week's 26% share price gain to ฿3.04, the stock trades at a trailing P/E ratio of 26x. Average trailing P/E is 26x in the Construction industry in Thailand. Total returns to shareholders of 564% over the past three years. Reported Earnings • Aug 15
Second quarter 2022 earnings released: EPS: ฿0.021 (vs ฿0.014 in 2Q 2021) Second quarter 2022 results: EPS: ฿0.021 (up from ฿0.014 in 2Q 2021). Revenue: ฿923.5m (up 52% from 2Q 2021). Net income: ฿16.9m (up 64% from 2Q 2021). Profit margin: 1.8% (in line with 2Q 2021). Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has increased by 80% per year, which means it is tracking significantly ahead of earnings growth. Board Change • Apr 27
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 Pramote Talawat was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Valuation Update With 7 Day Price Move • Apr 19
Investor sentiment improved over the past week After last week's 24% share price gain to ฿1.94, the stock trades at a trailing P/E ratio of 24.6x. Average trailing P/E is 35x in the Construction industry in Thailand. Total returns to shareholders of 204% over the past three years. Upcoming Dividend • Mar 10
Upcoming dividend of ฿0.025 per share Eligible shareholders must have bought the stock before 17 March 2022. Payment date: 25 May 2022. Payout ratio is a comfortable 32% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of Thai dividend payers (5.3%). Lower than average of industry peers (1.9%). Reported Earnings • Feb 27
Full year 2021 earnings: Revenues and EPS in line with analyst expectations Full year 2021 results: EPS: ฿0.08 (up from ฿0.04 in FY 2020). Revenue: ฿2.73b (down 11% from FY 2020). Net income: ฿63.2m (up 96% from FY 2020). Profit margin: 2.3% (up from 1.0% in FY 2020). The increase in margin was driven by lower expenses. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth. Reported Earnings • Nov 13
Third quarter 2021 earnings released: EPS ฿0.01 (vs ฿0.01 in 3Q 2020) The company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2021 results: Revenue: ฿622.5m (down 20% from 3Q 2020). Net income: ฿13.4m (up 13% from 3Q 2020). Profit margin: 2.2% (up from 1.5% in 3Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 28% per year, which means it is tracking significantly ahead of earnings growth. Valuation Update With 7 Day Price Move • Oct 26
Investor sentiment improved over the past week After last week's 36% share price gain to ฿1.94, the stock trades at a trailing P/E ratio of 31.9x. Average trailing P/E is 18x in the Gas Utilities industry in Asia. Total returns to shareholders of 169% over the past three years. Valuation Update With 7 Day Price Move • Oct 08
Investor sentiment improved over the past week After last week's 18% share price gain to ฿1.42, the stock trades at a trailing P/E ratio of 23.3x. Average trailing P/E is 17x in the Gas Utilities industry in Asia. Total returns to shareholders of 95% over the past three years. Valuation Update With 7 Day Price Move • Aug 23
Investor sentiment improved over the past week After last week's 15% share price gain to ฿1.21, the stock trades at a trailing P/E ratio of 26.1x. Average trailing P/E is 17x in the Gas Utilities industry in Asia. Total returns to shareholders of 68% over the past three years. Reported Earnings • Aug 11
Second quarter 2021 earnings released: EPS ฿0.01 (vs ฿0.01 loss in 2Q 2020) The company reported a decent second quarter result with improved earnings and profit margins, although revenues were weaker. Second quarter 2021 results: Revenue: ฿608.6m (down 16% from 2Q 2020). Net income: ฿10.3m (up ฿16.0m from 2Q 2020). Profit margin: 1.7% (up from net loss in 2Q 2020). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 11% per year. Valuation Update With 7 Day Price Move • May 19
Investor sentiment deteriorated over the past week After last week's 15% share price decline to ฿1.22, the stock trades at a trailing P/E ratio of 30.3x. Average trailing P/E is 17x in the Gas Utilities industry in Asia. Total returns to shareholders of 55% over the past three years. Reported Earnings • May 14
First quarter 2021 earnings released: EPS ฿0.01 (vs ฿0.004 in 1Q 2020) The company reported a decent first quarter result with improved earnings and profit margins, although revenues were weaker. First quarter 2021 results: Revenue: ฿599.1m (down 28% from 1Q 2020). Net income: ฿3.95m (up 13% from 1Q 2020). Profit margin: 0.7% (up from 0.4% in 1Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 6% per year whereas the company’s share price has increased by 9% per year. Valuation Update With 7 Day Price Move • Apr 24
Investor sentiment improved over the past week After last week's 40% share price gain to ฿1.43, the stock trades at a trailing P/E ratio of 35.5x. Average trailing P/E is 18x in the Gas Utilities industry in Asia. Total returns to shareholders of 88% over the past three years. Valuation Update With 7 Day Price Move • Apr 09
Investor sentiment improved over the past week After last week's 20% share price gain to ฿1.01, the stock trades at a trailing P/E ratio of 25.1x. Average trailing P/E is 19x in the Gas Utilities industry in Asia. Total returns to shareholders of 30% over the past three years. Reported Earnings • Feb 25
Full year 2020 earnings released The company reported a decent full year result with improved earnings and profit margins, although revenues were flat. Full year 2020 results: Revenue: ฿3.08b (flat on FY 2019). Net income: ฿32.3m (up 19% from FY 2019). Profit margin: 1.0% (up from 0.9% in FY 2019). Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings. Annuncio • Feb 25
Takuni Group Public Company Limited, Annual General Meeting, Apr 27, 2021 Takuni Group Public Company Limited, Annual General Meeting, Apr 27, 2021, at 14:00 SE Asia Standard Time. Location: Takuni Office Building 140/1 Soi Naveecharoensap, Kanjanapisek rd., Bangkae Bangkok Thailand Agenda: To acknowledge the Company's operating results for year 2020; to consider and approve the Financial Statements for year ended December 31, 2020; to consider and approve an appropriate profit allocation and dividend payment for business performance year 2020; to consider and approve an appropriate of directors who are due to retired by rotation; to consider and approve the directors' remuneration for year 2021; to consider and approve the appointment of the Auditor and determine the audit fee for year 2021; to consider and approve the reduction of the registered capital of the company; to approve the amending article 4 of memorandum of association to comply with registered capital; to approve the amendments to the company's objectives; to consider any other business. Is New 90 Day High Low • Feb 17
New 90-day high: ฿0.78 The company is up 105% from its price of ฿0.38 on 19 November 2020. The Thai market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Gas Utilities industry, which is up 5.0% over the same period. Is New 90 Day High Low • Jan 19
New 90-day high: ฿0.55 The company is up 53% from its price of ฿0.36 on 21 October 2020. The Thai market is up 25% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Gas Utilities industry, which is up 16% over the same period. Is New 90 Day High Low • Dec 16
New 90-day high: ฿0.52 The company is up 33% from its price of ฿0.39 on 17 September 2020. The Thai market is up 15% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Gas Utilities industry, which is up 13% over the same period. Is New 90 Day High Low • Nov 27
New 90-day high: ฿0.42 The company is up 8.0% from its price of ฿0.39 on 28 August 2020. The Thai market is also up 8.0% over the last 90 days, indicating the company’s price trend is similar to the market over that time. However, it underperformed the Gas Utilities industry, which is up 11% over the same period. Annuncio • Nov 11
Takuni Group Public Company Limited Announces Executive Changes Takuni Group Public Company Limited announced that at the board meeting held on November 9, 2020, the board approved replacement of Director by appointment Mr. Kanit Wattanavichien to be director, by replacement of Mr. Somchai Kanbuakeaw, effective November 9, 2020. Replacement of Company Secretary by appointment Ms. Nita Treeweeranuwat as Company Secretary, effective November 9, 2020. Reported Earnings • Nov 11
Third quarter 2020 earnings released: EPS ฿0.01 The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: ฿781.2m (up 2.8% from 3Q 2019). Net income: ฿11.9m (up 28% from 3Q 2019). Profit margin: 1.5% (up from 1.2% in 3Q 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 29% per year, which means it is significantly lagging earnings. Annuncio • Oct 08
Takuni Group Public Company Limited Announces Resignation of Somchai Kanbuakeaw as Director, Effective from 31 October 2020 Onwards Takuni Group Public Company Limited announced that Mr. Somchai Kanbuakeaw has resigned from Director of TAKUNI. The resignation is effective from 31 October 2020 onwards.