View ValuationSiamEast Solutions 将来の成長Future 基準チェック /06現在、 SiamEast Solutions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Trade Distributors 収益成長8.5%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 updatesReported Earnings • Mar 01Full year 2025 earnings released: EPS: ฿0.059 (vs ฿0.053 in FY 2024)Full year 2025 results: EPS: ฿0.059 (up from ฿0.053 in FY 2024). Revenue: ฿555.2m (up 3.0% from FY 2024). Net income: ฿40.2m (up 12% from FY 2024). Profit margin: 7.2% (up from 6.6% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 25% per year whereas the company’s share price has fallen by 23% per year.Declared Dividend • Mar 01Dividend of ฿0.026 announcedDividend of ฿0.026 is the same as last year. Ex-date: 11th March 2026 Payment date: 25th May 2026 Dividend yield will be 5.4%, which is lower than the industry average of 7.1%. Sustainability & Growth Dividend is covered by both earnings (47% earnings payout ratio) and cash flows (52% cash payout ratio). The dividend has decreased over the past 96 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to decline by 48% to shift the payout ratio to a potentially unsustainable range, which is more than the 16% EPS decline seen over the last 5 years.お知らせ • Feb 27SiamEast Solutions Public Company Limited announces Annual dividend, payable on May 25, 2026SiamEast Solutions Public Company Limited announced Annual dividend of THB 0.0265 per share payable on May 25, 2026, ex-date on March 11, 2026 and record date on March 12, 2026.お知らせ • Feb 26SiamEast Solutions Public Company Limited, Annual General Meeting, Apr 29, 2026SiamEast Solutions Public Company Limited, Annual General Meeting, Apr 29, 2026, at 09:00 SE Asia Standard Time. Location: convention hall 2nd floor, room mr 211, bangkok international trade and exhibition centre, bangna -trad road, bang na tai sub-district, bang na district, bangkok, bangkok ThailandNew Risk • Dec 09New minor risk - Share price stabilityThe 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 Market cap is less than US$10m (฿305.8m market cap, or US$9.60m). 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 (6.1% average weekly change).Reported Earnings • Nov 19Third quarter 2025 earnings released: EPS: ฿0.016 (vs ฿0.012 in 3Q 2024)Third quarter 2025 results: EPS: ฿0.016 (up from ฿0.012 in 3Q 2024). Revenue: ฿136.8m (up 7.4% from 3Q 2024). Net income: ฿10.8m (up 27% from 3Q 2024). Profit margin: 7.9% (up from 6.6% in 3Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has fallen by 31% per year, which means it is performing significantly worse than earnings.Buy Or Sell Opportunity • Oct 17Now 21% undervaluedThe stock has been flat over the last 90 days, currently trading at ฿0.45. The fair value is estimated to be ฿0.57, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 3.0% over the last 3 years. Earnings per share has declined by 21%.New Risk • Oct 14New major risk - Market cap sizeThe company's market capitalization is less than US$10m. Market cap: ฿319.3m (US$9.74m) 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 Risk Market cap is less than US$10m (฿319.3m market cap, or US$9.74m). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.Buy Or Sell Opportunity • Aug 29Now 21% undervaluedOver the last 90 days, the stock has risen 9.8% to ฿0.45. The fair value is estimated to be ฿0.57, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 3.0% over the last 3 years. Earnings per share has declined by 21%.Reported Earnings • Aug 20Second quarter 2025 earnings released: EPS: ฿0.011 (vs ฿0.012 in 2Q 2024)Second quarter 2025 results: EPS: ฿0.011 (down from ฿0.012 in 2Q 2024). Revenue: ฿154.7m (up 18% from 2Q 2024). Net income: ฿7.62m (down 6.8% from 2Q 2024). Profit margin: 4.9% (down from 6.2% in 2Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has fallen by 27% per year, which means it is performing significantly worse than earnings.Reported Earnings • May 16First quarter 2025 earnings releasedFirst quarter 2025 results: Revenue: ฿101.5m (down 19% from 1Q 2024). Net income: ฿6.72m (up 2.6% from 1Q 2024). Profit margin: 6.6% (up from 5.2% in 1Q 2024). The increase in margin was driven by lower expenses.Buy Or Sell Opportunity • Apr 08Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 29% to ฿0.39. The fair value is estimated to be ฿0.51, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.6% over the last 3 years. Earnings per share has declined by 6.6%.New Risk • Mar 04New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 6.6% Last year net profit margin: 9.5% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Market cap is less than US$10m (฿299.0m market cap, or US$8.81m). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (6.6% net profit margin).Declared Dividend • Mar 03Dividend of ฿0.026 announcedDividend of ฿0.026 is the same as last year. Ex-date: 13th March 2025 Payment date: 23rd May 2025 Dividend yield will be 6.0%, which is lower than the industry average of 7.1%. Sustainability & Growth Dividend is well covered by both earnings (45% earnings payout ratio) and cash flows (40% cash payout ratio). The dividend has decreased over the past 86 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to decline by 50% to shift the payout ratio to a potentially unsustainable range, which is more than the 16% EPS decline seen over the last 5 years.お知らせ • Mar 01Siameast Solutions Public Company Limited Proposes Cash Dividend for the Operating Period 1 January 2024 to 31 December 2024, Payable on May 23, 2025SiamEast Solutions Public Company Limited at the AGM to be held on April 25, 2025, the board has proposed a cash dividend of THB 0.026493 per share for the operating period 1 January 2024 to 31 December 2024. Par value: THB 0.50. Payment date: 23-May-2025. Record date for the right to receive dividends: 14-March -2025. Ex-dividend date: 13-March -2025.お知らせ • Feb 28SiamEast Solutions Public Company Limited, Annual General Meeting, Apr 25, 2025SiamEast Solutions Public Company Limited, Annual General Meeting, Apr 25, 2025, at 09:00 SE Asia Standard Time. Location: convention hall 2nd floor, room mr 211, bangkok international trade and exhibition centre, bangna -trad road, bang na tai sub-district, bang na district, bangkok ThailandNew Risk • Jan 14New major risk - Market cap sizeThe company's market capitalization is less than US$10m. Market cap: ฿339.7m (US$9.77m) 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 Risk Market cap is less than US$10m (฿339.7m market cap, or US$9.77m). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.Reported Earnings • Aug 16Second quarter 2024 earnings released: EPS: ฿0.012 (vs ฿0.023 in 2Q 2023)Second quarter 2024 results: EPS: ฿0.012 (down from ฿0.023 in 2Q 2023). Revenue: ฿130.8m (down 16% from 2Q 2023). Net income: ฿8.17m (down 46% from 2Q 2023). Profit margin: 6.2% (down from 9.7% in 2Q 2023). The decrease in margin was driven by lower revenue. 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 14% per year, which means it is performing significantly worse than earnings.お知らせ • May 03SiamEast Solutions Public Company Limited Approves Appointment of Kanyapan Buranarom as Member of the Audit CommitteeThe Board of Directors meeting/shareholders meeting of SiamEast Solutions Public Company Limited held on April 29, 2024, resolved appointment of Ms. Kanyapan Buranarom as Member of the audit committee. The appointment of which shall take an effect as of 29 April 2024. The audit committee is consisted of: Chairman of the audit committee Dr. Thanachart numnonda as remaining term in office 1 year, Member of the audit committee Ms. Jiranat Sumanont as remaining term in office 2 years, Member of the audit committee Ms. Kanyapan Buranarom as remaining term in office 2 years.お知らせ • Apr 30Siameast Solutions Public Company Limited Approves Dividend for the Fiscal Year Ended 31 December 2023, Payable on 23 May 2024SiamEast Solutions Public Company Limited announced at general meeting of shareholders held on April 29, 2024, resolved to approve the dividend payment from the operation result of the Company for the fiscal year ended 31 December 2023 as follows: The dividend payment by cash to the shareholders in the amount not exceeding THB 18,000,677.67 at the rate of THB 0.026493 per share for 679,450,333 shares. The Record Date for the right to receive dividends is scheduled on 13 March 2024 and the dividend payment shall be made by 23 May 2024.お知らせ • Apr 20SiamEast Solutions Public Company Limited Announces Management ChangesSiamEast Solutions Public Company Limited announced changing of Chief Accountant. Position of Chief Accountant: Asst. Accounting Section Manager: Miss Nitkamon Wongpipat. Effective Date of Termination is 19 April 2024. Position of New Chief Accountant: Accounting Section Manager: Miss Atcharaporn Chayananjeeradech. Effective Date of Appointment is 19 April 2024.Upcoming Dividend • Mar 05Upcoming dividend of ฿0.026 per shareEligible shareholders must have bought the stock before 12 March 2024. Payment date: 23 May 2024. Payout ratio is a comfortable 42% and this is well supported by cash flows. Trailing yield: 4.4%. Lower than top quartile of Thai dividend payers (6.3%). Lower than average of industry peers (7.2%).お知らせ • Mar 01+ 1 more updateSiamEast Solutions Public Company Limited Proposes Cash Dividend for the Year 2023, Payable on 23 May 2024SiamEast Solutions Public Company Limited proposed the dividend payment by cash dividend at the rate of THB 0.026493 per share from the results of operation for the year 2023, in the amount of 679,450,333 shares, and the amount not exceeding THB 18,000,677.67, at its AGM, to be held on 29 April 2024. The Record Date for the right to receive dividends is scheduled on 13 March 2024 and the dividend payment shall be made by 23 May 2024.Declared Dividend • Mar 01Dividend of ฿0.026 announcedShareholders will receive a dividend of ฿0.026. Ex-date: 12th March 2024 Payment date: 23rd May 2024 Dividend yield will be 3.0%, which is lower than the industry average of 7.1%. Sustainability & Growth Dividend is covered by both earnings (42% earnings payout ratio) and cash flows (68% cash payout ratio). The dividend has decreased over the past 76 years, indicating a lack of growth and stability in payments. Earnings per share has grown by 3.6% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.お知らせ • Jan 31Siameast Solutions Public Company Limited Announces Resignation of David Samanyaporn as DirectorSiamEast Solutions Public Company Limited acknowledged that Mr. David Samanyaporn has resigned from Director of the Company, as he intends to pursue personal business, effective from January 31, 2024. The resignation of Mr. David Samanyaporn has no impact on the Company's operations and financial position.Valuation Update With 7 Day Price Move • Jul 24Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ฿1.05, the stock trades at a trailing P/E ratio of 11x. Average trailing P/E is 13x in the Trade Distributors industry in Thailand. Total returns to shareholders of 104% over the past three years.Upcoming Dividend • Mar 02Upcoming dividend of ฿0.04 per share at 0.2% yieldEligible shareholders must have bought the stock before 09 March 2023. Payment date: 22 May 2023. Payout ratio is a comfortable 2.6% and this is well supported by cash flows. Trailing yield: 0.2%. Lower than top quartile of Thai dividend payers (5.7%). Lower than average of industry peers (6.6%).Valuation Update With 7 Day Price Move • Nov 29Investor sentiment improved over the past weekAfter last week's 17% share price gain to ฿1.39, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 9x in the Trade Distributors industry in Asia. Total returns to shareholders of 86% over the past three years.Board Change • Nov 16Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 11 experienced directors. No highly experienced directors. 2 independent directors (6 non-independent directors). Independent Director Chanchira Smakthai was the last independent director to join the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Valuation Update With 7 Day Price Move • Oct 03Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to ฿1.22, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 7x in the Trade Distributors industry in Asia. Total returns to shareholders of 59% over the past three years.Valuation Update With 7 Day Price Move • Sep 14Investor sentiment improved over the past weekAfter last week's 18% share price gain to ฿1.37, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 8x in the Trade Distributors industry in Asia. Total returns to shareholders of 78% over the past three years.Reported Earnings • Aug 21Second quarter 2022 earnings released: EPS: ฿0.022 (vs ฿0.012 in 2Q 2021)Second quarter 2022 results: EPS: ฿0.022 (up from ฿0.012 in 2Q 2021). Revenue: ฿134.7m (up 8.7% from 2Q 2021). Net income: ฿14.1m (up 154% from 2Q 2021). Profit margin: 10% (up from 4.5% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 23% compared to a 4.6% decline forecast for the Trade Distributors industry in Thailand. Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings.Buying Opportunity • Jul 15Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 31%. The fair value is estimated to be ฿1.24, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.8% over the last 3 years. Earnings per share has declined by 19%. Revenue is forecast to grow by 39% in 2 years. Earnings is forecast to grow by 85% in the next 2 years.Valuation Update With 7 Day Price Move • Jun 16Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to ฿1.01, the stock trades at a trailing P/E ratio of 14.5x. Average trailing P/E is 14x in the Trade Distributors industry in Thailand. Total returns to shareholders of 27% over the past three years.Reported Earnings • May 19First quarter 2022 earnings releasedFirst quarter 2022 results: Revenue: ฿136.6m (up 75% from 1Q 2021). Net income: ฿13.5m (up 378% from 1Q 2021). Profit margin: 9.9% (up from 3.6% in 1Q 2021). The increase in margin was driven by higher revenue.お知らせ • May 08SiamEast Solutions Public Company Limited Announces Executive ChangesSiamEast Solutions Public Company Limited announced the termination of David Samanyaporn as Chief Financial Officer of the company with effect from April 30, 2022 and also announced the appointment of Miss. Nitkamon Wongpipat as Chief Financial Officer of the company with effect from May 1, 2022.Valuation Update With 7 Day Price Move • May 06Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to ฿1.22, the stock trades at a trailing P/E ratio of 22.9x. Average trailing P/E is 17x in the Trade Distributors industry in Thailand. Total returns to shareholders of 50% over the past three years.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. 12 experienced directors. No highly experienced directors. 2 independent directors (5 non-independent directors). Independent Director Chanchira Smakthai was the last independent director to join the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.お知らせ • Mar 31SiamEast Solutions Public Company Limited, Annual General Meeting, Apr 29, 2022SiamEast Solutions Public Company Limited, Annual General Meeting, Apr 29, 2022, at 09:30 SE Asia Standard Time. Location: 2nd floor, Bangkok International Trade and Exhibition Centre Bangna Trad Road, Bang Na Sub-district, Bangna District Bangkok ThailandValuation Update With 7 Day Price Move • Mar 29Investor sentiment improved over the past weekAfter last week's 31% share price gain to ฿1.51, the stock trades at a trailing P/E ratio of 28.4x. Average trailing P/E is 18x in the Trade Distributors industry in Thailand. Total returns to shareholders of 86% over the past three years.Reported Earnings • Mar 02Full year 2021 earnings: Revenues in line with analyst expectationsFull year 2021 results: Revenue: ฿488.4m (up 8.7% from FY 2020). Net income: ฿34.9m (down 14% from FY 2020). Profit margin: 7.1% (down from 9.0% in FY 2020). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has fallen by 7% per year whereas the company’s share price has fallen by 12% per year.お知らせ • Mar 01SiamEast Solutions Public Company Limited Proposes Dividend for the Fiscal Year Ended on 31 December 2021, Payable on 20 May 2022SiamEast Solutions Public Company Limited proposed to consider and approve the dividend payment by cash dividend for covering the withholding tax for stock dividend payment at the rate of THB 0.00277777738 per share for 623,997,989 shares, or equivalent to no more than THB 1,733,327.72. The dividend payment shall be made on 20 May 2022, and the Record date for the right to receive dividends is scheduled on 14 March 2022. However, the determination of such rights is still uncertain and subject to the approval from the Ordinary General Meeting of Shareholders 2022 to be held on 29 April 2022.Reported Earnings • Nov 17Third quarter 2021 earnings released: EPS ฿0.019 (vs ฿0.024 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: ฿127.2m (up 74% from 3Q 2020). Net income: ฿11.7m (up 84% from 3Q 2020). Profit margin: 9.2% (up from 8.7% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has fallen by 4% per year.Valuation Update With 7 Day Price Move • Oct 05Investor sentiment improved over the past weekAfter last week's 16% share price gain to ฿1.74, the stock trades at a trailing P/E ratio of 29.9x. Average trailing P/E is 16x in the Trade Distributors industry in Thailand. Total returns to shareholders of 78% over the past three years.Valuation Update With 7 Day Price Move • Aug 30Investor sentiment improved over the past weekAfter last week's 16% share price gain to ฿1.24, the stock trades at a trailing P/E ratio of 10.4x. Average trailing P/E is 14x in the Trade Distributors industry in Thailand. Total returns to shareholders of 42% over the past three years.Valuation Update With 7 Day Price Move • Jun 23Investor sentiment improved over the past weekAfter last week's 23% share price gain to ฿1.61, the stock trades at a trailing P/E ratio of 13x. Average trailing P/E is 16x in the Trade Distributors industry in Thailand. Total returns to shareholders of 76% over the past three years.Reported Earnings • May 17First quarter 2021 earnings released: EPS ฿0.012 (vs ฿0.041 in 1Q 2020)The company reported a poor first quarter result with weaker earnings, revenues and profit margins. First quarter 2021 results: Revenue: ฿78.1m (down 23% from 1Q 2020). Net income: ฿2.82m (down 74% from 1Q 2020). Profit margin: 3.6% (down from 11% in 1Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • May 12Investor sentiment deteriorated over the past weekAfter last week's 39% share price decline to ฿1.62, the stock trades at a trailing P/E ratio of 10.5x. Average trailing P/E is 16x in the Trade Distributors industry in Thailand. Total returns to shareholders of 59% over the past three years.Valuation Update With 7 Day Price Move • Apr 27Investor sentiment improved over the past weekAfter last week's 36% share price gain to ฿2.58, the stock trades at a trailing P/E ratio of 16.8x. Average trailing P/E is 15x in the Trade Distributors industry in Thailand. Total returns to shareholders of 17% over the past three years.Valuation Update With 7 Day Price Move • Mar 25Investor sentiment improved over the past weekAfter last week's 18% share price gain to ฿1.68, the stock trades at a trailing P/E ratio of 10.9x. Average trailing P/E is 14x in the Trade Distributors industry in Thailand. Total loss to shareholders of 22% over the past three years.Is New 90 Day High Low • Mar 11New 90-day high: ฿1.59The company is up 26% from its price of ฿1.26 on 09 December 2020. The Thai market is up 6.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Trade Distributors industry, which is up 27% over the same period.お知らせ • Feb 25SiamEast Solutions Public Company Limited, Annual General Meeting, Apr 29, 2021SiamEast Solutions Public Company Limited, Annual General Meeting, Apr 29, 2021, at 02:30 Coordinated Universal Time. Location: Room No. MR 211, 2nd Floor, Bangkok International Trade & Exhibition Centre, Bangna-Trad Road, Bangna Sub-district, Bangna Bangkok Thailand Agenda: To consider Chairman's Report; to consider and certify the Minutes of the Annual General Meeting of Shareholder No. 1/2020; to consider and certify the Company's annual report and the board of directors' report of the work done for the period of 2020; to consider and approve the Company's balance sheets, profit and loss statements for the fiscal year 2020 which have been audited by the auditor of the Company ended 31 December 2020; to consider and elect the directors in replacement of those retiring by rotation, and the election of an additional new director; to consider and approve the remuneration for the year 2021 to the Board of Directors and the Sub-Committees; to consider and appoint the auditor and fix the auditing fee for the year 2021; to consider other matters.Reported Earnings • Feb 24Full year 2020 earnings released: EPS ฿0.17 (vs ฿0.15 in FY 2019)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2020 results: Revenue: ฿449.3m (down 5.4% from FY 2019). Net income: ฿40.6m (up 14% from FY 2019). Profit margin: 9.0% (up from 7.5% in FY 2019). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.Is New 90 Day High Low • Feb 03New 90-day high: ฿1.41The company is up 18% from its price of ฿1.19 on 05 November 2020. The Thai market is up 22% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Trade Distributors industry, which is up 13% over the same period.Is New 90 Day High Low • Jan 11New 90-day high: ฿1.33The company is up 6.0% from its price of ฿1.25 on 12 October 2020. The Thai market is up 21% over the last 90 days, indicating the company underperformed over that time. However, its price trend is similar to the Trade Distributors industry, which is also up 6.0% over the same period.Reported Earnings • Nov 12Third quarter 2020 earnings released: EPS ฿0.026The company reported a poor third quarter result with weaker earnings and revenues, although profit margins were flat. Third quarter 2020 results: Revenue: ฿72.9m (down 27% from 3Q 2019). Net income: ฿6.35m (down 27% from 3Q 2019). Profit margin: 8.7% (in line with 3Q 2019). Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has fallen by 23% per year, which means it is significantly lagging earnings.Is New 90 Day High Low • Oct 08New 90-day high: ฿1.34The company is up 5.0% from its price of ฿1.28 on 10 July 2020. The Thai market is down 7.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Trade Distributors industry, which is up 11% over the same period.Is New 90 Day High Low • Sep 21New 90-day low: ฿1.16The company is down 12% from its price of ฿1.32 on 23 June 2020. The Thai market is down 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Trade Distributors industry, which is up 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、SiamEast Solutions 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:SE - 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3/31/2026574404648N/A12/31/2025555403537N/A9/30/2025549386972N/A6/30/2025540353233N/A3/31/2025516361921N/A12/31/2024539363436N/A9/30/2024556404546N/A6/30/2024612496367N/A3/31/2024636563943N/A12/31/2023646612428N/A9/30/2023639653842N/A6/30/2023624663438N/A3/31/2023604658083N/A12/31/2022606676871N/A9/30/2022585664649N/A6/30/2022544541314N/A3/31/20225334634N/A12/31/2021488357273N/A9/30/2021571371012N/A6/30/2021550367172N/A3/31/2021556337981N/A12/31/2020565415354N/A9/30/2020469277980N/A6/30/2020462294748N/A3/31/2020457372426N/A12/31/201947535N/A-7N/A9/30/201947041N/A15N/A6/30/201946540N/A13N/A3/31/201942734N/A30N/A12/31/201840527N/A15N/A9/30/201840123N/A24N/A6/30/201841227N/A33N/A3/31/201839927N/A21N/A12/31/201740336N/A54N/A9/30/201739334N/A55N/A6/30/201739733N/A50N/A3/31/201741532N/A36N/A12/31/201642727N/A9N/A9/30/201644224N/A27N/A12/31/201541131N/A61N/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: SE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: SE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: SE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: SE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: SE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: SE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2026/05/28 17:58終値2026/05/28 00:00収益2026/03/31年間収益2025/12/31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SiamEast Solutions 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。1 アナリスト機関Wikij TirawannaratBualuang Securities PCL
Reported Earnings • Mar 01Full year 2025 earnings released: EPS: ฿0.059 (vs ฿0.053 in FY 2024)Full year 2025 results: EPS: ฿0.059 (up from ฿0.053 in FY 2024). Revenue: ฿555.2m (up 3.0% from FY 2024). Net income: ฿40.2m (up 12% from FY 2024). Profit margin: 7.2% (up from 6.6% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 25% per year whereas the company’s share price has fallen by 23% per year.
Declared Dividend • Mar 01Dividend of ฿0.026 announcedDividend of ฿0.026 is the same as last year. Ex-date: 11th March 2026 Payment date: 25th May 2026 Dividend yield will be 5.4%, which is lower than the industry average of 7.1%. Sustainability & Growth Dividend is covered by both earnings (47% earnings payout ratio) and cash flows (52% cash payout ratio). The dividend has decreased over the past 96 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to decline by 48% to shift the payout ratio to a potentially unsustainable range, which is more than the 16% EPS decline seen over the last 5 years.
お知らせ • Feb 27SiamEast Solutions Public Company Limited announces Annual dividend, payable on May 25, 2026SiamEast Solutions Public Company Limited announced Annual dividend of THB 0.0265 per share payable on May 25, 2026, ex-date on March 11, 2026 and record date on March 12, 2026.
お知らせ • Feb 26SiamEast Solutions Public Company Limited, Annual General Meeting, Apr 29, 2026SiamEast Solutions Public Company Limited, Annual General Meeting, Apr 29, 2026, at 09:00 SE Asia Standard Time. Location: convention hall 2nd floor, room mr 211, bangkok international trade and exhibition centre, bangna -trad road, bang na tai sub-district, bang na district, bangkok, bangkok Thailand
New Risk • Dec 09New minor risk - Share price stabilityThe 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 Market cap is less than US$10m (฿305.8m market cap, or US$9.60m). 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 (6.1% average weekly change).
Reported Earnings • Nov 19Third quarter 2025 earnings released: EPS: ฿0.016 (vs ฿0.012 in 3Q 2024)Third quarter 2025 results: EPS: ฿0.016 (up from ฿0.012 in 3Q 2024). Revenue: ฿136.8m (up 7.4% from 3Q 2024). Net income: ฿10.8m (up 27% from 3Q 2024). Profit margin: 7.9% (up from 6.6% in 3Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has fallen by 31% per year, which means it is performing significantly worse than earnings.
Buy Or Sell Opportunity • Oct 17Now 21% undervaluedThe stock has been flat over the last 90 days, currently trading at ฿0.45. The fair value is estimated to be ฿0.57, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 3.0% over the last 3 years. Earnings per share has declined by 21%.
New Risk • Oct 14New major risk - Market cap sizeThe company's market capitalization is less than US$10m. Market cap: ฿319.3m (US$9.74m) 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 Risk Market cap is less than US$10m (฿319.3m market cap, or US$9.74m). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
Buy Or Sell Opportunity • Aug 29Now 21% undervaluedOver the last 90 days, the stock has risen 9.8% to ฿0.45. The fair value is estimated to be ฿0.57, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 3.0% over the last 3 years. Earnings per share has declined by 21%.
Reported Earnings • Aug 20Second quarter 2025 earnings released: EPS: ฿0.011 (vs ฿0.012 in 2Q 2024)Second quarter 2025 results: EPS: ฿0.011 (down from ฿0.012 in 2Q 2024). Revenue: ฿154.7m (up 18% from 2Q 2024). Net income: ฿7.62m (down 6.8% from 2Q 2024). Profit margin: 4.9% (down from 6.2% in 2Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has fallen by 27% per year, which means it is performing significantly worse than earnings.
Reported Earnings • May 16First quarter 2025 earnings releasedFirst quarter 2025 results: Revenue: ฿101.5m (down 19% from 1Q 2024). Net income: ฿6.72m (up 2.6% from 1Q 2024). Profit margin: 6.6% (up from 5.2% in 1Q 2024). The increase in margin was driven by lower expenses.
Buy Or Sell Opportunity • Apr 08Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 29% to ฿0.39. The fair value is estimated to be ฿0.51, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.6% over the last 3 years. Earnings per share has declined by 6.6%.
New Risk • Mar 04New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 6.6% Last year net profit margin: 9.5% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Market cap is less than US$10m (฿299.0m market cap, or US$8.81m). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (6.6% net profit margin).
Declared Dividend • Mar 03Dividend of ฿0.026 announcedDividend of ฿0.026 is the same as last year. Ex-date: 13th March 2025 Payment date: 23rd May 2025 Dividend yield will be 6.0%, which is lower than the industry average of 7.1%. Sustainability & Growth Dividend is well covered by both earnings (45% earnings payout ratio) and cash flows (40% cash payout ratio). The dividend has decreased over the past 86 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to decline by 50% to shift the payout ratio to a potentially unsustainable range, which is more than the 16% EPS decline seen over the last 5 years.
お知らせ • Mar 01Siameast Solutions Public Company Limited Proposes Cash Dividend for the Operating Period 1 January 2024 to 31 December 2024, Payable on May 23, 2025SiamEast Solutions Public Company Limited at the AGM to be held on April 25, 2025, the board has proposed a cash dividend of THB 0.026493 per share for the operating period 1 January 2024 to 31 December 2024. Par value: THB 0.50. Payment date: 23-May-2025. Record date for the right to receive dividends: 14-March -2025. Ex-dividend date: 13-March -2025.
お知らせ • Feb 28SiamEast Solutions Public Company Limited, Annual General Meeting, Apr 25, 2025SiamEast Solutions Public Company Limited, Annual General Meeting, Apr 25, 2025, at 09:00 SE Asia Standard Time. Location: convention hall 2nd floor, room mr 211, bangkok international trade and exhibition centre, bangna -trad road, bang na tai sub-district, bang na district, bangkok Thailand
New Risk • Jan 14New major risk - Market cap sizeThe company's market capitalization is less than US$10m. Market cap: ฿339.7m (US$9.77m) 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 Risk Market cap is less than US$10m (฿339.7m market cap, or US$9.77m). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
Reported Earnings • Aug 16Second quarter 2024 earnings released: EPS: ฿0.012 (vs ฿0.023 in 2Q 2023)Second quarter 2024 results: EPS: ฿0.012 (down from ฿0.023 in 2Q 2023). Revenue: ฿130.8m (down 16% from 2Q 2023). Net income: ฿8.17m (down 46% from 2Q 2023). Profit margin: 6.2% (down from 9.7% in 2Q 2023). The decrease in margin was driven by lower revenue. 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 14% per year, which means it is performing significantly worse than earnings.
お知らせ • May 03SiamEast Solutions Public Company Limited Approves Appointment of Kanyapan Buranarom as Member of the Audit CommitteeThe Board of Directors meeting/shareholders meeting of SiamEast Solutions Public Company Limited held on April 29, 2024, resolved appointment of Ms. Kanyapan Buranarom as Member of the audit committee. The appointment of which shall take an effect as of 29 April 2024. The audit committee is consisted of: Chairman of the audit committee Dr. Thanachart numnonda as remaining term in office 1 year, Member of the audit committee Ms. Jiranat Sumanont as remaining term in office 2 years, Member of the audit committee Ms. Kanyapan Buranarom as remaining term in office 2 years.
お知らせ • Apr 30Siameast Solutions Public Company Limited Approves Dividend for the Fiscal Year Ended 31 December 2023, Payable on 23 May 2024SiamEast Solutions Public Company Limited announced at general meeting of shareholders held on April 29, 2024, resolved to approve the dividend payment from the operation result of the Company for the fiscal year ended 31 December 2023 as follows: The dividend payment by cash to the shareholders in the amount not exceeding THB 18,000,677.67 at the rate of THB 0.026493 per share for 679,450,333 shares. The Record Date for the right to receive dividends is scheduled on 13 March 2024 and the dividend payment shall be made by 23 May 2024.
お知らせ • Apr 20SiamEast Solutions Public Company Limited Announces Management ChangesSiamEast Solutions Public Company Limited announced changing of Chief Accountant. Position of Chief Accountant: Asst. Accounting Section Manager: Miss Nitkamon Wongpipat. Effective Date of Termination is 19 April 2024. Position of New Chief Accountant: Accounting Section Manager: Miss Atcharaporn Chayananjeeradech. Effective Date of Appointment is 19 April 2024.
Upcoming Dividend • Mar 05Upcoming dividend of ฿0.026 per shareEligible shareholders must have bought the stock before 12 March 2024. Payment date: 23 May 2024. Payout ratio is a comfortable 42% and this is well supported by cash flows. Trailing yield: 4.4%. Lower than top quartile of Thai dividend payers (6.3%). Lower than average of industry peers (7.2%).
お知らせ • Mar 01+ 1 more updateSiamEast Solutions Public Company Limited Proposes Cash Dividend for the Year 2023, Payable on 23 May 2024SiamEast Solutions Public Company Limited proposed the dividend payment by cash dividend at the rate of THB 0.026493 per share from the results of operation for the year 2023, in the amount of 679,450,333 shares, and the amount not exceeding THB 18,000,677.67, at its AGM, to be held on 29 April 2024. The Record Date for the right to receive dividends is scheduled on 13 March 2024 and the dividend payment shall be made by 23 May 2024.
Declared Dividend • Mar 01Dividend of ฿0.026 announcedShareholders will receive a dividend of ฿0.026. Ex-date: 12th March 2024 Payment date: 23rd May 2024 Dividend yield will be 3.0%, which is lower than the industry average of 7.1%. Sustainability & Growth Dividend is covered by both earnings (42% earnings payout ratio) and cash flows (68% cash payout ratio). The dividend has decreased over the past 76 years, indicating a lack of growth and stability in payments. Earnings per share has grown by 3.6% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
お知らせ • Jan 31Siameast Solutions Public Company Limited Announces Resignation of David Samanyaporn as DirectorSiamEast Solutions Public Company Limited acknowledged that Mr. David Samanyaporn has resigned from Director of the Company, as he intends to pursue personal business, effective from January 31, 2024. The resignation of Mr. David Samanyaporn has no impact on the Company's operations and financial position.
Valuation Update With 7 Day Price Move • Jul 24Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ฿1.05, the stock trades at a trailing P/E ratio of 11x. Average trailing P/E is 13x in the Trade Distributors industry in Thailand. Total returns to shareholders of 104% over the past three years.
Upcoming Dividend • Mar 02Upcoming dividend of ฿0.04 per share at 0.2% yieldEligible shareholders must have bought the stock before 09 March 2023. Payment date: 22 May 2023. Payout ratio is a comfortable 2.6% and this is well supported by cash flows. Trailing yield: 0.2%. Lower than top quartile of Thai dividend payers (5.7%). Lower than average of industry peers (6.6%).
Valuation Update With 7 Day Price Move • Nov 29Investor sentiment improved over the past weekAfter last week's 17% share price gain to ฿1.39, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 9x in the Trade Distributors industry in Asia. Total returns to shareholders of 86% over the past three years.
Board Change • Nov 16Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 11 experienced directors. No highly experienced directors. 2 independent directors (6 non-independent directors). Independent Director Chanchira Smakthai was the last independent director to join the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Valuation Update With 7 Day Price Move • Oct 03Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to ฿1.22, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 7x in the Trade Distributors industry in Asia. Total returns to shareholders of 59% over the past three years.
Valuation Update With 7 Day Price Move • Sep 14Investor sentiment improved over the past weekAfter last week's 18% share price gain to ฿1.37, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 8x in the Trade Distributors industry in Asia. Total returns to shareholders of 78% over the past three years.
Reported Earnings • Aug 21Second quarter 2022 earnings released: EPS: ฿0.022 (vs ฿0.012 in 2Q 2021)Second quarter 2022 results: EPS: ฿0.022 (up from ฿0.012 in 2Q 2021). Revenue: ฿134.7m (up 8.7% from 2Q 2021). Net income: ฿14.1m (up 154% from 2Q 2021). Profit margin: 10% (up from 4.5% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 23% compared to a 4.6% decline forecast for the Trade Distributors industry in Thailand. Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings.
Buying Opportunity • Jul 15Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 31%. The fair value is estimated to be ฿1.24, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.8% over the last 3 years. Earnings per share has declined by 19%. Revenue is forecast to grow by 39% in 2 years. Earnings is forecast to grow by 85% in the next 2 years.
Valuation Update With 7 Day Price Move • Jun 16Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to ฿1.01, the stock trades at a trailing P/E ratio of 14.5x. Average trailing P/E is 14x in the Trade Distributors industry in Thailand. Total returns to shareholders of 27% over the past three years.
Reported Earnings • May 19First quarter 2022 earnings releasedFirst quarter 2022 results: Revenue: ฿136.6m (up 75% from 1Q 2021). Net income: ฿13.5m (up 378% from 1Q 2021). Profit margin: 9.9% (up from 3.6% in 1Q 2021). The increase in margin was driven by higher revenue.
お知らせ • May 08SiamEast Solutions Public Company Limited Announces Executive ChangesSiamEast Solutions Public Company Limited announced the termination of David Samanyaporn as Chief Financial Officer of the company with effect from April 30, 2022 and also announced the appointment of Miss. Nitkamon Wongpipat as Chief Financial Officer of the company with effect from May 1, 2022.
Valuation Update With 7 Day Price Move • May 06Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to ฿1.22, the stock trades at a trailing P/E ratio of 22.9x. Average trailing P/E is 17x in the Trade Distributors industry in Thailand. Total returns to shareholders of 50% over the past three years.
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. 12 experienced directors. No highly experienced directors. 2 independent directors (5 non-independent directors). Independent Director Chanchira Smakthai was the last independent director to join the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
お知らせ • Mar 31SiamEast Solutions Public Company Limited, Annual General Meeting, Apr 29, 2022SiamEast Solutions Public Company Limited, Annual General Meeting, Apr 29, 2022, at 09:30 SE Asia Standard Time. Location: 2nd floor, Bangkok International Trade and Exhibition Centre Bangna Trad Road, Bang Na Sub-district, Bangna District Bangkok Thailand
Valuation Update With 7 Day Price Move • Mar 29Investor sentiment improved over the past weekAfter last week's 31% share price gain to ฿1.51, the stock trades at a trailing P/E ratio of 28.4x. Average trailing P/E is 18x in the Trade Distributors industry in Thailand. Total returns to shareholders of 86% over the past three years.
Reported Earnings • Mar 02Full year 2021 earnings: Revenues in line with analyst expectationsFull year 2021 results: Revenue: ฿488.4m (up 8.7% from FY 2020). Net income: ฿34.9m (down 14% from FY 2020). Profit margin: 7.1% (down from 9.0% in FY 2020). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has fallen by 7% per year whereas the company’s share price has fallen by 12% per year.
お知らせ • Mar 01SiamEast Solutions Public Company Limited Proposes Dividend for the Fiscal Year Ended on 31 December 2021, Payable on 20 May 2022SiamEast Solutions Public Company Limited proposed to consider and approve the dividend payment by cash dividend for covering the withholding tax for stock dividend payment at the rate of THB 0.00277777738 per share for 623,997,989 shares, or equivalent to no more than THB 1,733,327.72. The dividend payment shall be made on 20 May 2022, and the Record date for the right to receive dividends is scheduled on 14 March 2022. However, the determination of such rights is still uncertain and subject to the approval from the Ordinary General Meeting of Shareholders 2022 to be held on 29 April 2022.
Reported Earnings • Nov 17Third quarter 2021 earnings released: EPS ฿0.019 (vs ฿0.024 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: ฿127.2m (up 74% from 3Q 2020). Net income: ฿11.7m (up 84% from 3Q 2020). Profit margin: 9.2% (up from 8.7% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has fallen by 4% per year.
Valuation Update With 7 Day Price Move • Oct 05Investor sentiment improved over the past weekAfter last week's 16% share price gain to ฿1.74, the stock trades at a trailing P/E ratio of 29.9x. Average trailing P/E is 16x in the Trade Distributors industry in Thailand. Total returns to shareholders of 78% over the past three years.
Valuation Update With 7 Day Price Move • Aug 30Investor sentiment improved over the past weekAfter last week's 16% share price gain to ฿1.24, the stock trades at a trailing P/E ratio of 10.4x. Average trailing P/E is 14x in the Trade Distributors industry in Thailand. Total returns to shareholders of 42% over the past three years.
Valuation Update With 7 Day Price Move • Jun 23Investor sentiment improved over the past weekAfter last week's 23% share price gain to ฿1.61, the stock trades at a trailing P/E ratio of 13x. Average trailing P/E is 16x in the Trade Distributors industry in Thailand. Total returns to shareholders of 76% over the past three years.
Reported Earnings • May 17First quarter 2021 earnings released: EPS ฿0.012 (vs ฿0.041 in 1Q 2020)The company reported a poor first quarter result with weaker earnings, revenues and profit margins. First quarter 2021 results: Revenue: ฿78.1m (down 23% from 1Q 2020). Net income: ฿2.82m (down 74% from 1Q 2020). Profit margin: 3.6% (down from 11% in 1Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • May 12Investor sentiment deteriorated over the past weekAfter last week's 39% share price decline to ฿1.62, the stock trades at a trailing P/E ratio of 10.5x. Average trailing P/E is 16x in the Trade Distributors industry in Thailand. Total returns to shareholders of 59% over the past three years.
Valuation Update With 7 Day Price Move • Apr 27Investor sentiment improved over the past weekAfter last week's 36% share price gain to ฿2.58, the stock trades at a trailing P/E ratio of 16.8x. Average trailing P/E is 15x in the Trade Distributors industry in Thailand. Total returns to shareholders of 17% over the past three years.
Valuation Update With 7 Day Price Move • Mar 25Investor sentiment improved over the past weekAfter last week's 18% share price gain to ฿1.68, the stock trades at a trailing P/E ratio of 10.9x. Average trailing P/E is 14x in the Trade Distributors industry in Thailand. Total loss to shareholders of 22% over the past three years.
Is New 90 Day High Low • Mar 11New 90-day high: ฿1.59The company is up 26% from its price of ฿1.26 on 09 December 2020. The Thai market is up 6.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Trade Distributors industry, which is up 27% over the same period.
お知らせ • Feb 25SiamEast Solutions Public Company Limited, Annual General Meeting, Apr 29, 2021SiamEast Solutions Public Company Limited, Annual General Meeting, Apr 29, 2021, at 02:30 Coordinated Universal Time. Location: Room No. MR 211, 2nd Floor, Bangkok International Trade & Exhibition Centre, Bangna-Trad Road, Bangna Sub-district, Bangna Bangkok Thailand Agenda: To consider Chairman's Report; to consider and certify the Minutes of the Annual General Meeting of Shareholder No. 1/2020; to consider and certify the Company's annual report and the board of directors' report of the work done for the period of 2020; to consider and approve the Company's balance sheets, profit and loss statements for the fiscal year 2020 which have been audited by the auditor of the Company ended 31 December 2020; to consider and elect the directors in replacement of those retiring by rotation, and the election of an additional new director; to consider and approve the remuneration for the year 2021 to the Board of Directors and the Sub-Committees; to consider and appoint the auditor and fix the auditing fee for the year 2021; to consider other matters.
Reported Earnings • Feb 24Full year 2020 earnings released: EPS ฿0.17 (vs ฿0.15 in FY 2019)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2020 results: Revenue: ฿449.3m (down 5.4% from FY 2019). Net income: ฿40.6m (up 14% from FY 2019). Profit margin: 9.0% (up from 7.5% in FY 2019). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.
Is New 90 Day High Low • Feb 03New 90-day high: ฿1.41The company is up 18% from its price of ฿1.19 on 05 November 2020. The Thai market is up 22% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Trade Distributors industry, which is up 13% over the same period.
Is New 90 Day High Low • Jan 11New 90-day high: ฿1.33The company is up 6.0% from its price of ฿1.25 on 12 October 2020. The Thai market is up 21% over the last 90 days, indicating the company underperformed over that time. However, its price trend is similar to the Trade Distributors industry, which is also up 6.0% over the same period.
Reported Earnings • Nov 12Third quarter 2020 earnings released: EPS ฿0.026The company reported a poor third quarter result with weaker earnings and revenues, although profit margins were flat. Third quarter 2020 results: Revenue: ฿72.9m (down 27% from 3Q 2019). Net income: ฿6.35m (down 27% from 3Q 2019). Profit margin: 8.7% (in line with 3Q 2019). Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has fallen by 23% per year, which means it is significantly lagging earnings.
Is New 90 Day High Low • Oct 08New 90-day high: ฿1.34The company is up 5.0% from its price of ฿1.28 on 10 July 2020. The Thai market is down 7.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Trade Distributors industry, which is up 11% over the same period.
Is New 90 Day High Low • Sep 21New 90-day low: ฿1.16The company is down 12% from its price of ฿1.32 on 23 June 2020. The Thai market is down 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Trade Distributors industry, which is up 5.0% over the same period.