View ValuationCho Thavee 将来の成長Future 基準チェック /06現在、 Cho Thaveeの成長と収益を予測するのに十分なアナリストの調査がありません。主要情報n/a収益成長率n/aEPS成長率Machinery 収益成長23.2%収益成長率n/a将来の株主資本利益率n/aアナリストカバレッジNone最終更新日n/a今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesお知らせ • Feb 27Cho Thavee Public Company Limited, Annual General Meeting, Apr 27, 2026Cho Thavee Public Company Limited, Annual General Meeting, Apr 27, 2026, at 14:00 SE Asia Standard Time.お知らせ • Dec 03Cho Thavee Public Company Limited has withdrawn its Follow-on Equity Offering in the amount of THB 255.411575 million.Cho Thavee Public Company Limited has withdrawn its Follow-on Equity Offering in the amount of THB 255.411575 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 1,021,646,300 Price\Range: THB 0.25 Transaction Features: Rights Offeringお知らせ • Feb 28Cho Thavee Public Company Limited, Annual General Meeting, Apr 11, 2025Cho Thavee Public Company Limited, Annual General Meeting, Apr 11, 2025, at 14:00 SE Asia Standard Time.お知らせ • Jan 28Cho Thavee Public Company Limited Announces Resignation of DirectorsCho Thavee Public Company Limited announced the resignation of Directors as follows: Mr. Sawin Laosethakul resigned from the Company's Board of Directors. Due to there are other duties that need to be carried out, effective from January 28, 2025 and Mr. Fong Pin Jan resigned from the Company's Board of Directors. Due to there are other duties that need to be carried out, effective from January 28, 2025.お知らせ • Jan 24Cho Thavee Public Company Limited Appoints Chaninya Chaisuvan as an Independent Director and Audit Committee MemberCho Thavee Public Company Limited informed about the Board of Directors' Meeting No. 11/2024 held on 12 November 2024 resolved to appoint Mrs. Chaninya Chaisuvan as an Independent director and Audit committee member to fill the vacant positions, the period is equal to remaining term of the director who has resigned, effective from January 24, 2025, making the company currently have independent directors and 3 members of the Audit Committee, which are in accordance with relevant criteria. The audit committee is consisted of Chairman of the audit committee Mr. Jesadavat Priebjrivat remaining term in 2 years; Member of the audit committee Mrs.Pennipa Dabpharansi remaining term in 1 years and Member of the audit committee Mrs. Chaninya Chaisuvan remaining term in 2 years.お知らせ • Aug 30Cho Thavee Public Company Limited Announces Directorate and Committee Changes, Effective September 2024Cho Thavee Public Company Limited informed that Mr. Chatchawan Triamvicharnkul has informed his intention to resign from Independent Director, Audit Committee, and Chairman of Corporate Governance, Risk Management, Nomination and Compensation Committees due to health problems and illness issue, effective from 1 September 2024 onwards. As result, the Company has 9 members of Board of Directors, with a proportion of independent directors, Audit Committees, and the Audit Committee who has knowledge and experience to perform their duties in reviewing the reliability of the financial statements according to relevant criteria. Furthermore, the Company's Board of Directors has considered to appoint qualified individuals as member of the Corporate Governance Risk Management, Nomination and Compensation Committees, effective from September 1, 2024 as follows: 1. Appoint Assoc. Prof. Dr. Supawatanakorn Wongthanavasu as chairman of the Corporate Governance, Risk Management, Nomination and Compensation Committees. 2. Appoint Mr. Jessadawat Priapchariyawat as member of the Corporate Governance, Risk Management, Nomination and Compensation Committees.お知らせ • Jul 31Cho Thavee Public Company Limited Announces Appointment of Additional Audit Committee MembersCho Thavee Public Company Limited informed about resolution of the Board of Directors meeting no. 8/2024, which held on July 30, 2024, resolved to appoint Mr. Jessadawat Priapchariyawat who is an independent director being the audit committee effective from July 30, 2024 onwards, lead to an increased of number of Audit Committee to 4 people (formerly 3 people), with detail as follows: Mr. Asa Prateepasen Chairman of the Audit committee; Mr. Chatchawan Triamvicharnkul Audit committee; Mrs. Supawatanakorn Wongthanavasu Audit committee; Mr. Jessadawat Priapchariyawat Audit committee.お知らせ • May 03Cho Thavee Public Company Limited, Annual General Meeting, May 15, 2024Cho Thavee Public Company Limited, Annual General Meeting, May 15, 2024, at 10:00 SE Asia Standard Time.お知らせ • Feb 28Cho Thavee Public Company Limited, Annual General Meeting, Apr 29, 2024Cho Thavee Public Company Limited, Annual General Meeting, Apr 29, 2024, at 14:00 SE Asia Standard Time. Agenda: To consider and approve the Company's 2023 performance and approval of the Financial Statements of the Company and its subsidiaries ended December 31, 2023 and acknowledgment of the auditor's report; to Consideration to approve for the no allotment of net profit for the year 2023 as legal reserve; to Consideration to approve the dividend payment omission for the year 2023; and to consider other matters.お知らせ • Feb 13Cho Thavee Public Company Limited has filed a Follow-on Equity Offering in the amount of THB 761.260343 million.Cho Thavee Public Company Limited has filed a Follow-on Equity Offering in the amount of THB 761.260343 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 3,460,274,288 Price\Range: THB 0.22 Transaction Features: Rights Offeringお知らせ • Aug 22Cho Thavee Public Company Limited Announces Board and Committee AppointmentsCho Thavee Public Company Limited reported the resolutions of the Board of Directors' Meeting No. 6/2023 held on August 21, 2023 to appoint independent directors and Chairman of the Audit Committee The term of office is equal to the remaining term of the resigned director as follows: Resolved to approval the appointment of Ms. Supawatanakorn Wongthanavasu as the Independent director, Audit Committee, and Corporate Governance, Risk Management, Nomination and Compensation Committee; Resolved to approval the appointment of Mr. Asa Prateepasen as Chairman of Audit Committee replacement Corporate Governance, Risk Management, Nomination and Compensation Committee The appointment shall be effective from August 21, 2023 onwards.お知らせ • Aug 12Cho Thavee Public Company Limited Announces Resignation of Anusorn Tamajai as Independent Director and Chairman of the Audit CommitteeCho Thavee Public Company Limited announced that Mr. Anusorn Tamajai, Independent Director and Chairman of the Audit Committee has notified his intention to resign from the position of Independent Director and all positions in sub-committees due to personal matter and travel abroad frequently which may result in being unable to perform the duties to the fullest with effect from August 11, 2023 onwards.お知らせ • Jun 02Cho Thavee Public Company Limited Announces Clarification of Consequences That Cause to Default and Schedule the Debentures Holders' Meeting of CHO21OA CHO229A and CHO228ACho Thavee Public Company Limited has informed the progress of resolving the default case. "Debentures of Cho Thavee Public Company Limited No. 1/2019 Due 2023, in which the issuer has the right to redeem the debentures before the redemption date" or "CHO212A", Globlex Securities Co. Ltd. as the debenture holder representative has notified the Company of the debentures about due for immediate payment (Call Default) with the amount of principal and interest to be paid THB 416,703,507.27 with default interest at the rate of 9.75% from May 22, 2023 until the issuer pays off the principal and interest within May 25, 2023, the company clarified that it was in the process of holding debentures holders' meetings to vote on new interest and principal payment conditions. And request for a waiver of default on interest payment causing to be in the status of a suspension of debt payment, set the date for CHO212 debentures holders' meeting on June 15, 2023. Subsequently, Asia Plus Securities Co. Ltd. as the debenture holder representative has notified the company that do not comply with the terms and conditions for the debentures that Asia Plus Securities Co. Ltd. still the debenture holder's representative in the amount of 3 series as follows: Debentures of Cho Thavee Public Company Limited No. 2/2019, due 2024, in which the debenture issuer has the right to redeem the debentures before maturity or CHO21OA, the unredeemed principal amount of THB 195 million, that do not comply with the terms and conditions for the rights of debentures as follows: Terms and Conditions Clause 11.1 (c) "The issuer defaults on any debt (either one or more debts) in an aggregate amount exceeding THB 300,000,000 or other currencies with an equivalent amount as a result of (1) the issuer fails to pay debt within the original payment schedule; or within the period extended by the creditor; and (2) Such debts were demanded by the creditors for premature repayment due to defaults in accordance with the creditors' rights in the relevant contracts. However, any debts mentioned above do not include debts, outstanding expenses and debts in normal trade (Trade Payable Debts) of the bond issuer. Debentures of Cho Thavee Public Company Limited No. 1/2020, due 2023, in which the debenture issuer has the right to redeem the debentures before the redemption date or CHO229A, the unredeemed principal amount is THB 60.35 million. Debentures of Cho Thavee Public Company Limited No. 1/2021 due in 2023 where the issuer has the right to redeem the debentures before the redemption date or CHO2 2 8 A, the unredeemed principal amount is THB 81.36 million. CHO229A and CHO228A do not comply with terms and conditions for the debentures as follows: Terms and Conditions Clause 1 0 .1 (j) "The issuer declares that it is unable to perform its financial obligations or the debenture issuer suspends or Generally suspend the repayment of his or her debts, whether in whole or in part and regardless of any type of debt or negotiations have been initiated or enter into any contract with any creditor or a combination of their For the purpose of debt restructuring which is a waiver of debt repayment of the debenture issuer. This includes postponing or changing the repayment schedule. or make any adjustments in respect of any and all of its debt (or any portion of debt which the Issuer may not be able to pay when such debt is due); or the debenture issuer proposes or makes an agreement or make a general transfer of rights or compromise for the benefit of creditors in relation to any debt of the issuer. The debentures to be paid immediately (Call Default) in the total amount of THB 336.71 million, including the accrued interest as specified in the terms and conditions calculated until May 24, 2023, along with default interest from the default date on the 25th May 2023 until payment is made by the issuer within June 8, 2023. The company informed the debenture holders' representatives to set the date for the CHO21O, CHO229A and CHO228A debentures holders' meeting on June 15, 2023, to propose to the debentures holders to consider the interest payment conditions and new principal and request for a waiver of default on interest payment this time It is not considered an offense according to the terms and conditions. Including the effect of a call default if approved by the debentures holders so that the Company can proceed according to the new payment plan. Results of the resolutions of the debentures holders' meeting will be informed after the meeting.Buying Opportunity • May 22Now 39% undervalued after recent price dropOver the last 90 days, the stock is down 45%. The fair value is estimated to be ฿0.36, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 23% over the last 3 years. Earnings per share has declined by 42%.Reported Earnings • Nov 19Third quarter 2022 earnings released: ฿0.041 loss per share (vs ฿0.07 loss in 3Q 2021)Third quarter 2022 results: ฿0.041 loss per share. Revenue: ฿122.0m (down 19% from 3Q 2021). Net loss: ฿134.5m (loss widened 34% from 3Q 2021).Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 7 highly experienced directors. 3 independent directors (5 non-independent directors). Independent Director Chatchawan Triamvicharnkul was the last independent director to join the board, commencing their role in 2013. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Aug 17Second quarter 2022 earnings releasedSecond quarter 2022 results: Revenue: ฿79.7m (down 1.7% from 2Q 2021). Net loss: ฿135.7m (loss widened 39% from 2Q 2021).Reported Earnings • May 16First quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2022 results: ฿0.078 loss per share (down from ฿0.044 loss in 1Q 2021). Revenue: ฿214.1m (up 82% from 1Q 2021). Net loss: ฿157.3m (loss widened 169% from 1Q 2021). Revenue missed analyst estimates by 2.0%. Earnings per share (EPS) exceeded analyst estimates by 18%. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 89 percentage points per year, which is a significant difference in performance.Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 7 highly experienced directors. 3 independent directors (5 non-independent directors). Independent Director Chatchawan Triamvicharnkul was the last independent director to join the board, commencing their role in 2013. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Feb 28Full year 2021 earnings: EPS and revenues miss analyst expectationsFull year 2021 results: ฿0.33 loss per share (down from ฿0.18 loss in FY 2020). Revenue: ฿440.7m (down 32% from FY 2020). Net loss: ฿475.3m (loss widened 99% from FY 2020). Revenue missed analyst estimates by 2.0%. Earnings per share (EPS) also missed analyst estimates by 17%. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 99 percentage points per year, which is a significant difference in performance.Reported Earnings • Nov 17Third quarter 2021 earnings released: ฿0.07 loss per share (vs ฿0.026 loss in 3Q 2020)The company reported a poor third quarter result with increased losses, weaker revenues and weaker control over costs. Third quarter 2021 results: Revenue: ฿151.1m (down 28% from 3Q 2020). Net loss: ฿100.2m (loss widened 193% from 3Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 99 percentage points per year, which is a significant difference in performance.Reported Earnings • Aug 18Second quarter 2021 earnings released: ฿0.074 loss per share (vs ฿0.048 loss in 2Q 2020)The company reported a poor second quarter result with increased losses, weaker revenues and weaker control over costs. Second quarter 2021 results: Revenue: ฿81.1m (down 12% from 2Q 2020). Net loss: ฿98.0m (loss widened 54% from 2Q 2020). 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 • May 16First quarter 2021 earnings released: ฿0.044 loss per share (vs ฿0.031 loss in 1Q 2020)The company reported a poor first quarter result with increased losses, weaker revenues and weaker control over costs. First quarter 2021 results: Revenue: ฿118.0m (down 46% from 1Q 2020). Net loss: ฿58.5m (loss widened 41% from 1Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 108 percentage points per year, which is a significant difference in performance.Reported Earnings • Feb 28Full year 2020 earnings released: ฿0.18 loss per share (vs ฿0.05 profit in FY 2019)The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2020 results: Revenue: ฿648.0m (down 59% from FY 2019). Net loss: ฿238.7m (down 463% from profit in FY 2019). Over the last 3 years on average, earnings per share has fallen by 99% per year but the company’s share price has only fallen by 34% per year, which means it has not declined as severely as earnings.Is New 90 Day High Low • Jan 13New 90-day high: ฿0.56The company is up 8.0% from its price of ฿0.52 on 15 October 2020. The Thai market is up 22% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Machinery industry, which is up 5.0% over the same period.Reported Earnings • Nov 12Third quarter 2020 earnings released: ฿0.026 loss per shareThe company reported a poor third quarter result with weaker earnings, revenues and control over expenses. Third quarter 2020 results: Revenue: ฿211.0m (down 18% from 3Q 2019). Net loss: ฿34.2m (down 319% from profit in 3Q 2019). Over the last 3 years on average, earnings per share has fallen by 38% per year whereas the company’s share price has fallen by 33% per year.Is New 90 Day High Low • Oct 01New 90-day high: ฿0.61The company is up 11% from its price of ฿0.55 on 03 July 2020. The Thai market is down 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Machinery industry, which is down 5.0% over the same period. このセクションでは通常、投資家が会社の利益創出能力を理解する一助となるよう、プロのアナリストのコンセンサス予想に基づく収益と利益の成長予測を提示する。しかし、Cho Thavee は十分な過去のデータを提供しておらず、アナリストの予測もないため、過去のデータを外挿したり、アナリストの予測を使用しても、その将来の収益を確実に算出することはできません。 シンプリー・ウォール・ストリートがカバーする企業の97%は過去の財務データを持っているため、これはかなり稀な状況です。 業績と収益の成長予測SET:CHO - アナリストの将来予測と過去の財務データ ( )THB Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数9/30/2025161-1,2602049N/A6/30/2025253-973-2210N/A3/31/2025249-885841N/A12/31/2024265-848-364-326N/A9/30/2024312-799-101-84N/A6/30/2024257-619-139-124N/A3/31/2024322-538-123-108N/A12/31/2023390-573135157N/A9/30/2023438-545-159-130N/A6/30/2023493-56481121N/A3/31/2023450-610118198N/A12/31/2022528-643110182N/A9/30/2022504-646114169N/A6/30/2022533-612-109-20N/A3/31/2022537-574-249-179N/A12/31/2021441-475-105-37N/A9/30/2021477-356-192-118N/A6/30/2021537-2904576N/A3/31/2021548-256157172N/A12/31/2020648-239-64-19N/A9/30/2020748-127146234N/A6/30/2020835-77-225-127N/A3/31/2020972-16315415N/A12/31/20191,56966380456N/A9/30/20191,65116151217N/A6/30/20191,93234N/A400N/A3/31/20192,23652N/A-417N/A12/31/20182,28845N/A-835N/A9/30/20182,407105N/A-681N/A6/30/20182,42886N/A-862N/A3/31/20182,24588N/A-821N/A12/31/20171,586-20N/A-457N/A9/30/20171,557-91N/A-215N/A6/30/20171,210-139N/A-169N/A3/31/20171,096-155N/A-1N/A12/31/20161,058-91N/A208N/A9/30/2016958-46N/A-65N/A6/30/20161,07919N/A-9N/A3/31/20161,12120N/A-80N/A12/31/20151,14336N/A-22N/A9/30/20151,25334N/A13N/A6/30/20151,32050N/A-7N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: CHOの予測収益成長が 貯蓄率 ( 2.2% ) を上回っているかどうかを判断するにはデータが不十分です。収益対市場: CHOの収益がTH市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です高成長収益: CHOの収益が今後 3 年間で 大幅に 増加すると予想されるかどうかを判断するにはデータが不十分です。収益対市場: CHOの収益がTH市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。高い収益成長: CHOの収益が年間20%よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。一株当たり利益成長率予想将来の株主資本利益率将来のROE: CHOの 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YCapital-goods 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/20 11:45終値2026/03/02 00:00収益2025/09/30年間収益2024/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Cho Thavee Public Company Limited 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。2 アナリスト機関Hathaichanoke MoonwongPhillip Securities (Thailand) PCLApichat PoobunjirdkulTisco Securities Co. Ltd.
お知らせ • Feb 27Cho Thavee Public Company Limited, Annual General Meeting, Apr 27, 2026Cho Thavee Public Company Limited, Annual General Meeting, Apr 27, 2026, at 14:00 SE Asia Standard Time.
お知らせ • Dec 03Cho Thavee Public Company Limited has withdrawn its Follow-on Equity Offering in the amount of THB 255.411575 million.Cho Thavee Public Company Limited has withdrawn its Follow-on Equity Offering in the amount of THB 255.411575 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 1,021,646,300 Price\Range: THB 0.25 Transaction Features: Rights Offering
お知らせ • Feb 28Cho Thavee Public Company Limited, Annual General Meeting, Apr 11, 2025Cho Thavee Public Company Limited, Annual General Meeting, Apr 11, 2025, at 14:00 SE Asia Standard Time.
お知らせ • Jan 28Cho Thavee Public Company Limited Announces Resignation of DirectorsCho Thavee Public Company Limited announced the resignation of Directors as follows: Mr. Sawin Laosethakul resigned from the Company's Board of Directors. Due to there are other duties that need to be carried out, effective from January 28, 2025 and Mr. Fong Pin Jan resigned from the Company's Board of Directors. Due to there are other duties that need to be carried out, effective from January 28, 2025.
お知らせ • Jan 24Cho Thavee Public Company Limited Appoints Chaninya Chaisuvan as an Independent Director and Audit Committee MemberCho Thavee Public Company Limited informed about the Board of Directors' Meeting No. 11/2024 held on 12 November 2024 resolved to appoint Mrs. Chaninya Chaisuvan as an Independent director and Audit committee member to fill the vacant positions, the period is equal to remaining term of the director who has resigned, effective from January 24, 2025, making the company currently have independent directors and 3 members of the Audit Committee, which are in accordance with relevant criteria. The audit committee is consisted of Chairman of the audit committee Mr. Jesadavat Priebjrivat remaining term in 2 years; Member of the audit committee Mrs.Pennipa Dabpharansi remaining term in 1 years and Member of the audit committee Mrs. Chaninya Chaisuvan remaining term in 2 years.
お知らせ • Aug 30Cho Thavee Public Company Limited Announces Directorate and Committee Changes, Effective September 2024Cho Thavee Public Company Limited informed that Mr. Chatchawan Triamvicharnkul has informed his intention to resign from Independent Director, Audit Committee, and Chairman of Corporate Governance, Risk Management, Nomination and Compensation Committees due to health problems and illness issue, effective from 1 September 2024 onwards. As result, the Company has 9 members of Board of Directors, with a proportion of independent directors, Audit Committees, and the Audit Committee who has knowledge and experience to perform their duties in reviewing the reliability of the financial statements according to relevant criteria. Furthermore, the Company's Board of Directors has considered to appoint qualified individuals as member of the Corporate Governance Risk Management, Nomination and Compensation Committees, effective from September 1, 2024 as follows: 1. Appoint Assoc. Prof. Dr. Supawatanakorn Wongthanavasu as chairman of the Corporate Governance, Risk Management, Nomination and Compensation Committees. 2. Appoint Mr. Jessadawat Priapchariyawat as member of the Corporate Governance, Risk Management, Nomination and Compensation Committees.
お知らせ • Jul 31Cho Thavee Public Company Limited Announces Appointment of Additional Audit Committee MembersCho Thavee Public Company Limited informed about resolution of the Board of Directors meeting no. 8/2024, which held on July 30, 2024, resolved to appoint Mr. Jessadawat Priapchariyawat who is an independent director being the audit committee effective from July 30, 2024 onwards, lead to an increased of number of Audit Committee to 4 people (formerly 3 people), with detail as follows: Mr. Asa Prateepasen Chairman of the Audit committee; Mr. Chatchawan Triamvicharnkul Audit committee; Mrs. Supawatanakorn Wongthanavasu Audit committee; Mr. Jessadawat Priapchariyawat Audit committee.
お知らせ • May 03Cho Thavee Public Company Limited, Annual General Meeting, May 15, 2024Cho Thavee Public Company Limited, Annual General Meeting, May 15, 2024, at 10:00 SE Asia Standard Time.
お知らせ • Feb 28Cho Thavee Public Company Limited, Annual General Meeting, Apr 29, 2024Cho Thavee Public Company Limited, Annual General Meeting, Apr 29, 2024, at 14:00 SE Asia Standard Time. Agenda: To consider and approve the Company's 2023 performance and approval of the Financial Statements of the Company and its subsidiaries ended December 31, 2023 and acknowledgment of the auditor's report; to Consideration to approve for the no allotment of net profit for the year 2023 as legal reserve; to Consideration to approve the dividend payment omission for the year 2023; and to consider other matters.
お知らせ • Feb 13Cho Thavee Public Company Limited has filed a Follow-on Equity Offering in the amount of THB 761.260343 million.Cho Thavee Public Company Limited has filed a Follow-on Equity Offering in the amount of THB 761.260343 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 3,460,274,288 Price\Range: THB 0.22 Transaction Features: Rights Offering
お知らせ • Aug 22Cho Thavee Public Company Limited Announces Board and Committee AppointmentsCho Thavee Public Company Limited reported the resolutions of the Board of Directors' Meeting No. 6/2023 held on August 21, 2023 to appoint independent directors and Chairman of the Audit Committee The term of office is equal to the remaining term of the resigned director as follows: Resolved to approval the appointment of Ms. Supawatanakorn Wongthanavasu as the Independent director, Audit Committee, and Corporate Governance, Risk Management, Nomination and Compensation Committee; Resolved to approval the appointment of Mr. Asa Prateepasen as Chairman of Audit Committee replacement Corporate Governance, Risk Management, Nomination and Compensation Committee The appointment shall be effective from August 21, 2023 onwards.
お知らせ • Aug 12Cho Thavee Public Company Limited Announces Resignation of Anusorn Tamajai as Independent Director and Chairman of the Audit CommitteeCho Thavee Public Company Limited announced that Mr. Anusorn Tamajai, Independent Director and Chairman of the Audit Committee has notified his intention to resign from the position of Independent Director and all positions in sub-committees due to personal matter and travel abroad frequently which may result in being unable to perform the duties to the fullest with effect from August 11, 2023 onwards.
お知らせ • Jun 02Cho Thavee Public Company Limited Announces Clarification of Consequences That Cause to Default and Schedule the Debentures Holders' Meeting of CHO21OA CHO229A and CHO228ACho Thavee Public Company Limited has informed the progress of resolving the default case. "Debentures of Cho Thavee Public Company Limited No. 1/2019 Due 2023, in which the issuer has the right to redeem the debentures before the redemption date" or "CHO212A", Globlex Securities Co. Ltd. as the debenture holder representative has notified the Company of the debentures about due for immediate payment (Call Default) with the amount of principal and interest to be paid THB 416,703,507.27 with default interest at the rate of 9.75% from May 22, 2023 until the issuer pays off the principal and interest within May 25, 2023, the company clarified that it was in the process of holding debentures holders' meetings to vote on new interest and principal payment conditions. And request for a waiver of default on interest payment causing to be in the status of a suspension of debt payment, set the date for CHO212 debentures holders' meeting on June 15, 2023. Subsequently, Asia Plus Securities Co. Ltd. as the debenture holder representative has notified the company that do not comply with the terms and conditions for the debentures that Asia Plus Securities Co. Ltd. still the debenture holder's representative in the amount of 3 series as follows: Debentures of Cho Thavee Public Company Limited No. 2/2019, due 2024, in which the debenture issuer has the right to redeem the debentures before maturity or CHO21OA, the unredeemed principal amount of THB 195 million, that do not comply with the terms and conditions for the rights of debentures as follows: Terms and Conditions Clause 11.1 (c) "The issuer defaults on any debt (either one or more debts) in an aggregate amount exceeding THB 300,000,000 or other currencies with an equivalent amount as a result of (1) the issuer fails to pay debt within the original payment schedule; or within the period extended by the creditor; and (2) Such debts were demanded by the creditors for premature repayment due to defaults in accordance with the creditors' rights in the relevant contracts. However, any debts mentioned above do not include debts, outstanding expenses and debts in normal trade (Trade Payable Debts) of the bond issuer. Debentures of Cho Thavee Public Company Limited No. 1/2020, due 2023, in which the debenture issuer has the right to redeem the debentures before the redemption date or CHO229A, the unredeemed principal amount is THB 60.35 million. Debentures of Cho Thavee Public Company Limited No. 1/2021 due in 2023 where the issuer has the right to redeem the debentures before the redemption date or CHO2 2 8 A, the unredeemed principal amount is THB 81.36 million. CHO229A and CHO228A do not comply with terms and conditions for the debentures as follows: Terms and Conditions Clause 1 0 .1 (j) "The issuer declares that it is unable to perform its financial obligations or the debenture issuer suspends or Generally suspend the repayment of his or her debts, whether in whole or in part and regardless of any type of debt or negotiations have been initiated or enter into any contract with any creditor or a combination of their For the purpose of debt restructuring which is a waiver of debt repayment of the debenture issuer. This includes postponing or changing the repayment schedule. or make any adjustments in respect of any and all of its debt (or any portion of debt which the Issuer may not be able to pay when such debt is due); or the debenture issuer proposes or makes an agreement or make a general transfer of rights or compromise for the benefit of creditors in relation to any debt of the issuer. The debentures to be paid immediately (Call Default) in the total amount of THB 336.71 million, including the accrued interest as specified in the terms and conditions calculated until May 24, 2023, along with default interest from the default date on the 25th May 2023 until payment is made by the issuer within June 8, 2023. The company informed the debenture holders' representatives to set the date for the CHO21O, CHO229A and CHO228A debentures holders' meeting on June 15, 2023, to propose to the debentures holders to consider the interest payment conditions and new principal and request for a waiver of default on interest payment this time It is not considered an offense according to the terms and conditions. Including the effect of a call default if approved by the debentures holders so that the Company can proceed according to the new payment plan. Results of the resolutions of the debentures holders' meeting will be informed after the meeting.
Buying Opportunity • May 22Now 39% undervalued after recent price dropOver the last 90 days, the stock is down 45%. The fair value is estimated to be ฿0.36, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 23% over the last 3 years. Earnings per share has declined by 42%.
Reported Earnings • Nov 19Third quarter 2022 earnings released: ฿0.041 loss per share (vs ฿0.07 loss in 3Q 2021)Third quarter 2022 results: ฿0.041 loss per share. Revenue: ฿122.0m (down 19% from 3Q 2021). Net loss: ฿134.5m (loss widened 34% from 3Q 2021).
Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 7 highly experienced directors. 3 independent directors (5 non-independent directors). Independent Director Chatchawan Triamvicharnkul was the last independent director to join the board, commencing their role in 2013. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Aug 17Second quarter 2022 earnings releasedSecond quarter 2022 results: Revenue: ฿79.7m (down 1.7% from 2Q 2021). Net loss: ฿135.7m (loss widened 39% from 2Q 2021).
Reported Earnings • May 16First quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2022 results: ฿0.078 loss per share (down from ฿0.044 loss in 1Q 2021). Revenue: ฿214.1m (up 82% from 1Q 2021). Net loss: ฿157.3m (loss widened 169% from 1Q 2021). Revenue missed analyst estimates by 2.0%. Earnings per share (EPS) exceeded analyst estimates by 18%. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 89 percentage points per year, which is a significant difference in performance.
Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 7 highly experienced directors. 3 independent directors (5 non-independent directors). Independent Director Chatchawan Triamvicharnkul was the last independent director to join the board, commencing their role in 2013. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Feb 28Full year 2021 earnings: EPS and revenues miss analyst expectationsFull year 2021 results: ฿0.33 loss per share (down from ฿0.18 loss in FY 2020). Revenue: ฿440.7m (down 32% from FY 2020). Net loss: ฿475.3m (loss widened 99% from FY 2020). Revenue missed analyst estimates by 2.0%. Earnings per share (EPS) also missed analyst estimates by 17%. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 99 percentage points per year, which is a significant difference in performance.
Reported Earnings • Nov 17Third quarter 2021 earnings released: ฿0.07 loss per share (vs ฿0.026 loss in 3Q 2020)The company reported a poor third quarter result with increased losses, weaker revenues and weaker control over costs. Third quarter 2021 results: Revenue: ฿151.1m (down 28% from 3Q 2020). Net loss: ฿100.2m (loss widened 193% from 3Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 99 percentage points per year, which is a significant difference in performance.
Reported Earnings • Aug 18Second quarter 2021 earnings released: ฿0.074 loss per share (vs ฿0.048 loss in 2Q 2020)The company reported a poor second quarter result with increased losses, weaker revenues and weaker control over costs. Second quarter 2021 results: Revenue: ฿81.1m (down 12% from 2Q 2020). Net loss: ฿98.0m (loss widened 54% from 2Q 2020). 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 • May 16First quarter 2021 earnings released: ฿0.044 loss per share (vs ฿0.031 loss in 1Q 2020)The company reported a poor first quarter result with increased losses, weaker revenues and weaker control over costs. First quarter 2021 results: Revenue: ฿118.0m (down 46% from 1Q 2020). Net loss: ฿58.5m (loss widened 41% from 1Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 108 percentage points per year, which is a significant difference in performance.
Reported Earnings • Feb 28Full year 2020 earnings released: ฿0.18 loss per share (vs ฿0.05 profit in FY 2019)The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2020 results: Revenue: ฿648.0m (down 59% from FY 2019). Net loss: ฿238.7m (down 463% from profit in FY 2019). Over the last 3 years on average, earnings per share has fallen by 99% per year but the company’s share price has only fallen by 34% per year, which means it has not declined as severely as earnings.
Is New 90 Day High Low • Jan 13New 90-day high: ฿0.56The company is up 8.0% from its price of ฿0.52 on 15 October 2020. The Thai market is up 22% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Machinery industry, which is up 5.0% over the same period.
Reported Earnings • Nov 12Third quarter 2020 earnings released: ฿0.026 loss per shareThe company reported a poor third quarter result with weaker earnings, revenues and control over expenses. Third quarter 2020 results: Revenue: ฿211.0m (down 18% from 3Q 2019). Net loss: ฿34.2m (down 319% from profit in 3Q 2019). Over the last 3 years on average, earnings per share has fallen by 38% per year whereas the company’s share price has fallen by 33% per year.
Is New 90 Day High Low • Oct 01New 90-day high: ฿0.61The company is up 11% from its price of ฿0.55 on 03 July 2020. The Thai market is down 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Machinery industry, which is down 5.0% over the same period.