View ValuationThis company listing is no longer activeThis company may still be operating, however this listing is no longer active. Find out why through their latest events.See Latest EventsStark Corporation 将来の成長Future 基準チェック /06現在、 Stark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Electrical 収益成長26.6%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Price Target Changed • Jun 01Price target decreased by 13% to ฿5.60Down from ฿6.45, the current price target is provided by 1 analyst. New target price is 3,011% above last closing price of ฿0.18. Stock is down 96% over the past year. The company is forecast to post earnings per share of ฿0.30 for next year compared to ฿0.23 last year.Major Estimate Revision • Mar 23Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate increased from ฿0.20 to ฿0.24. Revenue forecast steady at ฿31.2b. Net income forecast to grow 17% next year vs 37% growth forecast for Electrical industry in Thailand. Consensus price target down from ฿6.60 to ฿6.45. Share price rose 5.0% to ฿4.64 over the past week.Major Estimate Revision • Mar 11Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 revenue forecast increased from ฿28.1b to ฿31.2b. EPS estimate unchanged from ฿0.20 at last update. Electrical industry in Thailand expected to see average net income growth of 38% next year. Consensus price target of ฿6.60 unchanged from last update. Share price was steady at ฿4.46 over the past week.Price Target Changed • Jan 10Price target increased to ฿6.40Up from ฿5.75, the current price target is an average from 2 analysts. New target price is 39% above last closing price of ฿4.62. Stock is down 5.7% over the past year. The company is forecast to post earnings per share of ฿0.15 for next year compared to ฿0.14 last year.Major Estimate Revision • Nov 29Consensus forecasts updatedThe consensus outlook for 2021 has been updated. 2021 revenue forecast increased from ฿20.0b to ฿22.7b. EPS estimate unchanged from ฿0.15 at last update. Electrical industry in Thailand expected to see average net income growth of 39% next year. Consensus price target up from ฿5.75 to ฿5.90. Share price was steady at ฿4.72 over the past week.Price Target Changed • Aug 12Price target decreased to ฿5.75Down from ฿6.20, the current price target is an average from 2 analysts. New target price is 33% above last closing price of ฿4.32. Stock is up 2.9% over the past year.すべての更新を表示Recent updatesお知らせ • Feb 09Stark Corporation Public Company Limited Announces Resignation of Apichart Tangeakchit as Chief Financial OfficerStark Corporation Public Company Limited announced the resignation of Mr. Apichart Tangeakchit as Chief Financial Officer. Effective date of termination is July 10, 2023.お知らせ • Jan 11Stark Corporation Public Company Limited, Annual General Meeting, Feb 22, 2024Stark Corporation Public Company Limited, Annual General Meeting, Feb 22, 2024, at 10:00 SE Asia Standard Time. Agenda: To consider and certify the Minutes of the Extraordinary General Meeting of Shareholders No. 1/2023; to consider and acknowledge the operational of the year 2022; to consider and approve the 2022 financial statement (Audited) ended on December 31, 2022; to consider and acknowledge the appointment of directors in replacement of the retiring directors by rotation; to consider and approve the remuneration of the directors and the sub-committee for the year 2023 and the year 2024; and to consider other matters.お知らせ • Nov 24Stark Corporation Public Company Limited Announces Resignation of Pol. Lt. Gen. Chiraphat Bhumichitr as DirectorStark Corporation Public Company Limited announced resignation of Pol. Lt. Gen. Chiraphat Bhumichitr as director due to the personal commitments which may result in being unable to fully perform duties for the Company as a director, effective from November 22, 2023 onwards.お知らせ • Oct 20Stark Corporation Public Company Limited Announces Board AppointmentsStark Corporation Public Company Limited at its extraordinary general meeting held on October 19, 2023, approved the appointment of Pol. Lt. Gen. Chiraphat Bhumichitr as Director, Mr. Nopporn Kittiladakul as Director, Pol.Col. Mongkol Puwaprapachart as Director and Somchai Laohverapanich as Director.お知らせ • Aug 12+ 1 more updateStark Corporation Public Company Limited Approves Management ChangesStark Corporation Public Company Limited at its meeting held on August 11, 2023 announced that Mr. Prinya Junsunjai to be a Chairman of the Board of Directors in replacement of Mr. Apivut Thongkam who resigned on July 7, 2023. 1.2 Mr. Pheera Dulayanurak to be an Independent Director in replacement of Mr. Pumipat Sinacharoen who resigned on July 7, 2023. 1.3 Mr. Vijak Arkubkriya to be an Independent Director in replacement of Mr. Apichart Tangeakchit who resigned on July 10, 2023. The company approved the appointment of Mr. Attapol Watjarapairoj to be the Company Secretary in replacement of Mr. Apichart Tangaekchit, Acting Company Secretary, effective from August 11, 2023 onwards. Additionally, after the Board of Director’s Meeting was convened, Mr. Prasong Sodawang has resigned from his position as the Company’s Director and all positions in the Company due to personal commitments which may result in being unable to fully perform duties for the Company as a Director, effective from August 11, 2023 onwards.お知らせ • Jul 12Stark Corporation Public Company Limited Announces Executive ChangesStark Corporation Public Company Limited announced at its Board of Directors' Meeting held on July 10, 2023, Approved the appointment of Mr. Prasong Sodawang as a director in place of Mr. Somchai Sawasdeepon, with the remaining term in office equal to the term of the former director whom he has replaced, effective from July 10, 2023 onwards. Approval of the Company's internal restructuring by changing the position of Mr. Attapol Watjarapairoj from the position of the Audit Committee and Independent Director to be the Company's Director. In this regard, the Company will seek and appoint the qualified persons to fill the vacant office as the Audit Committee and Independent Directors. Approval of the change of the Company's authorized signatories as follows: From Mr. Apichart Tangeakchit and Mr. Pumipat Sinacharoen jointly sign with the Company's seal affixed. To Mr. Attapol Watjarapairoj jointly signs with any one director, totaling two directors, with the Company's seal affixed. Additionally, after the Board of Director's Meeting was convened, Mr. Apichart Tangeakchit has resigned from his position as the Company's Director and all positions in the Company due to personal commitments which may result in being unable to fully perform duties for the Company as a Director, effective from July 10, 2023 onwards. The Company then informed the aforementioned resignation. The Company will further seek and appoint qualified persons to hold the position of Chief Executive Officer, Chief Financial Officer, Company Secretary, and Chief Human Resources Officer to fill the vacant office.お知らせ • Jul 07+ 1 more updateStark Corporation Public Company Limited Announces Resignation of Vonnarat Tangkaravakoon as the Director, Nomination and Remuneration Committee and All Relevant PositionsStark Corporation Public Company Limited announced the resignation of Mr. Vonnarat Tangkaravakoon from his position as the Director, Nomination and Remuneration Committee and all relevant positions, effective from July 6, 2023 onwards. In addition, as appeared in the news of the Office of the Securities and Exchange Commission ("SEC") regarding the accusation of the Company, executives, and former executives of the Company, subsidiaries, and relatedcompanies, details as per the Reference, the Company would like to inform that the 4 former executives of the Company, namely Mr. Chanin Yensudchai, Mr. Chinawat Assavapokee, Mr. Sathar Chantrasettalead, and Mr. Kittisak Jitprasertngam resigned from all positions of the Company since April 2023.お知らせ • Jul 06Stark Corporation Public Company Limited Announces Board ChangesStark Corporation Public Company Limited informed the significant resolution of the Board of Directors' Meeting No. 13/2023, which was held on July 4, 2023 at 11.00 hours, to the Stock Exchange of Thailand as follows: Acknowledgement of the resignation of Lieutenant General Prakorn Sucheevakun, as the Director, Chairman of the Board of Directors and Independent Director, effective from July 4, 2023 onwards. Approval of the appointment of directors to replace the resigned directors, effective from July 4, 2023 as follows: Mr. Somchai Sawasdeepon as a director in place of Lieutenant General Prakorn Sucheevakun, with the remaining term in office equal to the term of the former director whom he has replaced, and further appointed him as the Chairman of the Board of Directors and Independent Director; Mr. Montri Sriskul as a director in place of Mr. Senathip Sripaipan who resigned on April 25, 2023, with the remaining term in office equal to the term of the former director whom he has replaced, and further appointed him as an Independent Director; and Mr. Pumipat Sinacharoen as a director in place of Mr. Suwat Chawengchot who resigned on April 25, 2023, with the remaining term in office equal to the term of the former director whom he has replaced.New Risk • Jun 25New major risk - Revenue and earnings growthEarnings have declined by 3.0% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Shares are highly illiquid. Negative equity (-฿4.4b). Earnings have declined by 3.0% per year over the past 5 years. Market cap is less than US$10m (฿268.1m market cap, or US$7.61m). Minor Risk Shareholders have been diluted in the past year (13% increase in shares outstanding).New Risk • Jun 23New major risk - Negative shareholders equityThe company has negative equity. Total equity: -฿4.4b This is considered a major risk. Being in negative equity means that the company's liabilities exceed its assets, meaning it owes more to creditors than it has in owned assets. While this doesn't mean the company is about to collapse, in the long-term, this is unsustainable. The company may have issues meeting financial obligations, is at risk of becoming insolvent and may have difficulty raising capital, especially more debt, if needed. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Shares are highly illiquid. Negative equity (-฿4.4b). Minor Risks Shareholders have been diluted in the past year (13% increase in shares outstanding). Market cap is less than US$100m (฿402.2m market cap, or US$11.4m).お知らせ • Jun 14Stark Corporation Public Company Limited to Report Fiscal Year 2022 Results on Jun 16, 2023Stark Corporation Public Company Limited announced that they will report fiscal year 2022 results at 4:45 PM, SE Asia Standard Time on Jun 16, 2023Price Target Changed • Jun 01Price target decreased by 13% to ฿5.60Down from ฿6.45, the current price target is provided by 1 analyst. New target price is 3,011% above last closing price of ฿0.18. Stock is down 96% over the past year. The company is forecast to post earnings per share of ฿0.30 for next year compared to ฿0.23 last year.Board Change • Jun 01High number of new and inexperienced directorsThere are 4 new directors who have joined the board in the last 3 years. The company's board is composed of: 4 new directors. 1 experienced director. No highly experienced directors. Acting CEO & Director Vonnarat Tangkaravakoon is the most experienced director on the board, commencing their role in 2020. The company’s lack of experienced directors is considered a risk according to the Simply Wall St Risk Model.お知らせ • May 26Stark Corporation Public Company Limited, Annual General Meeting, Jun 02, 2023Stark Corporation Public Company Limited, Annual General Meeting, Jun 02, 2023, at 17:00 SE Asia Standard Time.お知らせ • Jan 28+ 1 more updateStark Corporation Public Company Limited Announces CEO ChangesStark Corporation Public Company Limited announced that at the board meeting held on January 27, 2023 approved appointment of Mr. Mongkon Tangchaipitak to be Chief Executive Officer, in replacement of Mr. Prakorn Makjumroen.Valuation Update With 7 Day Price Move • Dec 15Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to ฿2.74, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 17x in the Electrical industry in Asia. Total loss to shareholders of 30% over the past three years.Reported Earnings • Nov 18Third quarter 2022 earnings released: EPS: ฿0.08 (vs ฿0.077 in 3Q 2021)Third quarter 2022 results: EPS: ฿0.08 (up from ฿0.077 in 3Q 2021). Revenue: ฿8.34b (down 15% from 3Q 2021). Net income: ฿956.0m (up 4.8% from 3Q 2021). Profit margin: 12% (up from 9.3% in 3Q 2021). The increase in margin was driven by lower expenses. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 23% growth forecast for the Electrical industry in Asia. Over the last 3 years on average, earnings per share has increased by 59% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 5 non-independent directors. Independent Director Niti Jungnitnirundr was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Aug 13Second quarter 2022 earnings released: EPS: ฿0.058 (vs ฿0.044 in 2Q 2021)Second quarter 2022 results: EPS: ฿0.058 (up from ฿0.044 in 2Q 2021). Revenue: ฿7.33b (up 39% from 2Q 2021). Net income: ฿690.6m (up 32% from 2Q 2021). Profit margin: 9.4% (in line with 2Q 2021). Over the next year, revenue is forecast to grow 6.2%, compared to a 49% growth forecast for the industry in Thailand. Over the last 3 years on average, earnings per share has increased by 66% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • May 20Investor sentiment improved over the past weekAfter last week's 15% share price gain to ฿4.70, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 17x in the Electrical industry in Asia. Total returns to shareholders of 43% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ฿5.94 per share.Reported Earnings • May 16First quarter 2022 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2022 results: EPS: ฿0.048 (up from ฿0.037 in 1Q 2021). Revenue: ฿6.18b (up 33% from 1Q 2021). Net income: ฿569.8m (up 30% from 1Q 2021). Profit margin: 9.2% (down from 9.4% in 1Q 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 11%. Earnings per share (EPS) also surpassed analyst estimates by 56%. Over the next year, revenue is forecast to grow 13%, compared to a 41% growth forecast for the industry in Thailand. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 118 percentage points per year, which is a significant difference in performance.Buying Opportunity • May 03Now 20% undervaluedOver the last 90 days, the stock is up 2.2%. The fair value is estimated to be ฿5.82, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 26% over the last 3 years. Earnings per share has declined by 131%. For the next 3 years, revenue is forecast to grow by 13% per annum. Earnings is also forecast to grow by 20% per annum over the same time period.Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 5 non-independent directors. Independent Director Niti Jungnitnirundr was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Buying Opportunity • Apr 07Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 3.9%. The fair value is estimated to be ฿5.71, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 26% over the last 3 years. Earnings per share has declined by 131%. For the next 3 years, revenue is forecast to grow by 13% per annum. Earnings is also forecast to grow by 20% per annum over the same time period.Major Estimate Revision • Mar 23Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate increased from ฿0.20 to ฿0.24. Revenue forecast steady at ฿31.2b. Net income forecast to grow 17% next year vs 37% growth forecast for Electrical industry in Thailand. Consensus price target down from ฿6.60 to ฿6.45. Share price rose 5.0% to ฿4.64 over the past week.Major Estimate Revision • Mar 11Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 revenue forecast increased from ฿28.1b to ฿31.2b. EPS estimate unchanged from ฿0.20 at last update. Electrical industry in Thailand expected to see average net income growth of 38% next year. Consensus price target of ฿6.60 unchanged from last update. Share price was steady at ฿4.46 over the past week.Reported Earnings • Feb 27Full year 2021 earnings: EPS and revenues exceed analyst expectationsFull year 2021 results: EPS: ฿0.23 (up from ฿0.13 in FY 2020). Revenue: ฿27.1b (up 60% from FY 2020). Net income: ฿2.78b (up 83% from FY 2020). Profit margin: 10% (up from 9.0% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 11%. Earnings per share (EPS) also surpassed analyst estimates by 56%. Over the next year, revenue is forecast to grow 3.6%, compared to a 49% growth forecast for the industry in Thailand. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 124 percentage points per year, which is a significant difference in performance.Price Target Changed • Jan 10Price target increased to ฿6.40Up from ฿5.75, the current price target is an average from 2 analysts. New target price is 39% above last closing price of ฿4.62. Stock is down 5.7% over the past year. The company is forecast to post earnings per share of ฿0.15 for next year compared to ฿0.14 last year.Major Estimate Revision • Nov 29Consensus forecasts updatedThe consensus outlook for 2021 has been updated. 2021 revenue forecast increased from ฿20.0b to ฿22.7b. EPS estimate unchanged from ฿0.15 at last update. Electrical industry in Thailand expected to see average net income growth of 39% next year. Consensus price target up from ฿5.75 to ฿5.90. Share price was steady at ฿4.72 over the past week.Reported Earnings • Nov 17Third quarter 2021 earnings released: EPS ฿0.077 (vs ฿0.033 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: ฿9.78b (up 110% from 3Q 2020). Net income: ฿912.5m (up 131% from 3Q 2020). Profit margin: 9.3% (up from 8.5% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 196 percentage points per year, which is a significant difference in performance.Valuation Update With 7 Day Price Move • Oct 15Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to ฿4.46, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 22x in the Electrical industry in Asia. Total returns to shareholders of 110% over the past three years.Reported Earnings • Aug 18Second quarter 2021 earnings released: EPS ฿0.044 (vs ฿0.037 in 2Q 2020)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were flat. Second quarter 2021 results: Revenue: ฿5.26b (up 23% from 2Q 2020). Net income: ฿524.4m (up 19% from 2Q 2020). Profit margin: 10.0% (in line with 2Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 159 percentage points per year, which is a significant difference in performance.Price Target Changed • Aug 12Price target decreased to ฿5.75Down from ฿6.20, the current price target is an average from 2 analysts. New target price is 33% above last closing price of ฿4.32. Stock is up 2.9% over the past year.Reported Earnings • May 13First quarter 2021 earnings released: EPS ฿0.037 (vs ฿0.022 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: ฿4.66b (up 54% from 1Q 2020). Net income: ฿438.1m (up 68% from 1Q 2020). Profit margin: 9.4% (up from 8.6% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 116 percentage points per year, which is a significant difference in performance.Executive Departure • Mar 27Independent Director has left the companyOn the 25th of March, M.L. Benyabadhana's tenure as Independent Director ended after less than a year in the role. We don't have any record of a personal shareholding under M.L.'s name. M.L. is the only executive to leave the company over the last 12 months.Reported Earnings • Feb 24Full year 2020 earnings releasedThe company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: ฿16.9b (up 46% from FY 2019). Net income: ฿1.61b (up ฿1.47b from FY 2019). Profit margin: 9.5% (up from 1.2% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 40% per year but the company’s share price has increased by 34% per year, which means it is well ahead of earnings.Analyst Estimate Surprise Post Earnings • Feb 24Earnings beat expectations, revenue disappointsRevenue missed analyst estimates by 0.9%. Earnings per share (EPS) exceeded analyst estimates by 13%. Over the next year, revenue is forecast to grow 12%, compared to a 33% growth forecast for the Electrical industry in Thailand.Valuation Update With 7 Day Price Move • Jan 01Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to ฿4.26, the stock is trading at a trailing P/E ratio of 21.5x, down from the previous P/E ratio of 26.1x. This compares to an average P/E of 12x in the Electrical industry in Thailand. Total returns to shareholders over the past three years are 107%.Valuation Update With 7 Day Price Move • Dec 28Investor sentiment improved over the past weekAfter last week's 133% share price gain to ฿5.12, the stock is trading at a trailing P/E ratio of 51.7x, up from the previous P/E ratio of 22.2x. This compares to an average P/E of 12x in the Electrical industry in Thailand. Total returns to shareholders over the past three years are 397%.Is New 90 Day High Low • Dec 16New 90-day high: ฿2.24The company is up 12% from its price of ฿2.00 on 17 September 2020. The Thai market is up 15% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Electrical industry, which is up 4.0% over the same period.Reported Earnings • Nov 13Third quarter 2020 earnings released: EPS ฿0.019The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: ฿4.66b (up 66% from 3Q 2019). Net income: ฿462.5m (up ฿527.8m from 3Q 2019). Profit margin: 9.9% (up from net loss in 3Q 2019). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Nov 11Market bids up stock over the past weekAfter last week's 15% share price gain to ฿1.91, the stock is trading at a trailing P/E ratio of 62.6x, up from the previous P/E ratio of 54.4x. This compares to an average P/E of 34x in the Media industry in Thailand. Total returns to shareholders over the past three years are 61%.Valuation Update With 7 Day Price Move • Nov 05Market bids up stock over the past weekAfter last week's 17% share price gain to ฿1.66, the stock is trading at a trailing P/E ratio of 54.4x, up from the previous P/E ratio of 46.5x. This compares to an average P/E of 34x in the Media industry in Thailand. Total returns to shareholders over the past three years are 43%.Valuation Update With 7 Day Price Move • Oct 28Market pulls back on stock over the past weekAfter last week's 25% share price decline to ฿1.50, the stock is trading at a trailing P/E ratio of 49.1x, down from the previous P/E ratio of 65.2x. This compares to an average P/E of 34x in the Media industry in Thailand. Total returns to shareholders over the past three years are 27%.Is New 90 Day High Low • Oct 26New 90-day low: ฿1.95The company is down 13% from its price of ฿2.24 on 24 July 2020. The Thai market is down 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Media industry, which is down 8.0% 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、Stark Corporation 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:STARK - 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12/31/202225,275-6,612-4,783-4,630N/A9/30/202229,2633,125-1,994-1,802N/A6/30/202230,6983,081-4,337-4,053N/A3/31/202228,6242,915-2,617-2,450N/A12/31/202119,116-5,965-1,389-1,207N/A9/30/202124,6422,312-470-212N/A6/30/202119,5221,7952,2622,488N/A3/31/202118,5361,6983,1943,490N/A12/31/202016,8991,5212,6843,004N/A9/30/202014,9301,1561,3041,690N/A6/30/202013,069695-330234N/A3/31/202011,795276-907-332N/A12/31/201911,539140-374104N/A9/30/201913,2711965981,077N/A6/30/201913,5263531,6012,068N/A3/31/201914,5254907911,200N/A12/31/201811,864362531907N/A9/30/20187,264199-7216N/A6/30/20184,35513066N/A3/31/2018473-452930N/A12/31/2017451-79910N/A9/30/2017401-1243940N/A6/30/2017344-1823536N/A3/31/2017339-1702830N/A12/31/2016377-1591213N/A9/30/2016431-98N/A-14N/A6/30/2016456-74N/A-47N/A3/31/2016477-67N/A-74N/A12/31/2015514-37N/A-77N/A9/30/2015586-24N/A-68N/A6/30/2015639-9N/A-53N/A3/31/20156875N/A-27N/A12/31/2014697-8N/A-46N/A9/30/2014687-10N/A-35N/A6/30/2014690-11N/A-37N/A3/31/2014691-2N/A-35N/A12/31/201369617N/A-7N/A9/30/201371530N/A-26N/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: STARKの予測収益成長が 貯蓄率 ( 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: STARK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: STARK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: STARK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: STARK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: STARK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2024/09/04 06:13終値2024/09/04 00:00収益2022/12/31年間収益2022/12/31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Stark Corporation 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Siam TiyanontPhillip Securities (HK)Nuttapop PrasitsuksantTTB Wealth Securities Public Company Limited
Price Target Changed • Jun 01Price target decreased by 13% to ฿5.60Down from ฿6.45, the current price target is provided by 1 analyst. New target price is 3,011% above last closing price of ฿0.18. Stock is down 96% over the past year. The company is forecast to post earnings per share of ฿0.30 for next year compared to ฿0.23 last year.
Major Estimate Revision • Mar 23Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate increased from ฿0.20 to ฿0.24. Revenue forecast steady at ฿31.2b. Net income forecast to grow 17% next year vs 37% growth forecast for Electrical industry in Thailand. Consensus price target down from ฿6.60 to ฿6.45. Share price rose 5.0% to ฿4.64 over the past week.
Major Estimate Revision • Mar 11Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 revenue forecast increased from ฿28.1b to ฿31.2b. EPS estimate unchanged from ฿0.20 at last update. Electrical industry in Thailand expected to see average net income growth of 38% next year. Consensus price target of ฿6.60 unchanged from last update. Share price was steady at ฿4.46 over the past week.
Price Target Changed • Jan 10Price target increased to ฿6.40Up from ฿5.75, the current price target is an average from 2 analysts. New target price is 39% above last closing price of ฿4.62. Stock is down 5.7% over the past year. The company is forecast to post earnings per share of ฿0.15 for next year compared to ฿0.14 last year.
Major Estimate Revision • Nov 29Consensus forecasts updatedThe consensus outlook for 2021 has been updated. 2021 revenue forecast increased from ฿20.0b to ฿22.7b. EPS estimate unchanged from ฿0.15 at last update. Electrical industry in Thailand expected to see average net income growth of 39% next year. Consensus price target up from ฿5.75 to ฿5.90. Share price was steady at ฿4.72 over the past week.
Price Target Changed • Aug 12Price target decreased to ฿5.75Down from ฿6.20, the current price target is an average from 2 analysts. New target price is 33% above last closing price of ฿4.32. Stock is up 2.9% over the past year.
お知らせ • Feb 09Stark Corporation Public Company Limited Announces Resignation of Apichart Tangeakchit as Chief Financial OfficerStark Corporation Public Company Limited announced the resignation of Mr. Apichart Tangeakchit as Chief Financial Officer. Effective date of termination is July 10, 2023.
お知らせ • Jan 11Stark Corporation Public Company Limited, Annual General Meeting, Feb 22, 2024Stark Corporation Public Company Limited, Annual General Meeting, Feb 22, 2024, at 10:00 SE Asia Standard Time. Agenda: To consider and certify the Minutes of the Extraordinary General Meeting of Shareholders No. 1/2023; to consider and acknowledge the operational of the year 2022; to consider and approve the 2022 financial statement (Audited) ended on December 31, 2022; to consider and acknowledge the appointment of directors in replacement of the retiring directors by rotation; to consider and approve the remuneration of the directors and the sub-committee for the year 2023 and the year 2024; and to consider other matters.
お知らせ • Nov 24Stark Corporation Public Company Limited Announces Resignation of Pol. Lt. Gen. Chiraphat Bhumichitr as DirectorStark Corporation Public Company Limited announced resignation of Pol. Lt. Gen. Chiraphat Bhumichitr as director due to the personal commitments which may result in being unable to fully perform duties for the Company as a director, effective from November 22, 2023 onwards.
お知らせ • Oct 20Stark Corporation Public Company Limited Announces Board AppointmentsStark Corporation Public Company Limited at its extraordinary general meeting held on October 19, 2023, approved the appointment of Pol. Lt. Gen. Chiraphat Bhumichitr as Director, Mr. Nopporn Kittiladakul as Director, Pol.Col. Mongkol Puwaprapachart as Director and Somchai Laohverapanich as Director.
お知らせ • Aug 12+ 1 more updateStark Corporation Public Company Limited Approves Management ChangesStark Corporation Public Company Limited at its meeting held on August 11, 2023 announced that Mr. Prinya Junsunjai to be a Chairman of the Board of Directors in replacement of Mr. Apivut Thongkam who resigned on July 7, 2023. 1.2 Mr. Pheera Dulayanurak to be an Independent Director in replacement of Mr. Pumipat Sinacharoen who resigned on July 7, 2023. 1.3 Mr. Vijak Arkubkriya to be an Independent Director in replacement of Mr. Apichart Tangeakchit who resigned on July 10, 2023. The company approved the appointment of Mr. Attapol Watjarapairoj to be the Company Secretary in replacement of Mr. Apichart Tangaekchit, Acting Company Secretary, effective from August 11, 2023 onwards. Additionally, after the Board of Director’s Meeting was convened, Mr. Prasong Sodawang has resigned from his position as the Company’s Director and all positions in the Company due to personal commitments which may result in being unable to fully perform duties for the Company as a Director, effective from August 11, 2023 onwards.
お知らせ • Jul 12Stark Corporation Public Company Limited Announces Executive ChangesStark Corporation Public Company Limited announced at its Board of Directors' Meeting held on July 10, 2023, Approved the appointment of Mr. Prasong Sodawang as a director in place of Mr. Somchai Sawasdeepon, with the remaining term in office equal to the term of the former director whom he has replaced, effective from July 10, 2023 onwards. Approval of the Company's internal restructuring by changing the position of Mr. Attapol Watjarapairoj from the position of the Audit Committee and Independent Director to be the Company's Director. In this regard, the Company will seek and appoint the qualified persons to fill the vacant office as the Audit Committee and Independent Directors. Approval of the change of the Company's authorized signatories as follows: From Mr. Apichart Tangeakchit and Mr. Pumipat Sinacharoen jointly sign with the Company's seal affixed. To Mr. Attapol Watjarapairoj jointly signs with any one director, totaling two directors, with the Company's seal affixed. Additionally, after the Board of Director's Meeting was convened, Mr. Apichart Tangeakchit has resigned from his position as the Company's Director and all positions in the Company due to personal commitments which may result in being unable to fully perform duties for the Company as a Director, effective from July 10, 2023 onwards. The Company then informed the aforementioned resignation. The Company will further seek and appoint qualified persons to hold the position of Chief Executive Officer, Chief Financial Officer, Company Secretary, and Chief Human Resources Officer to fill the vacant office.
お知らせ • Jul 07+ 1 more updateStark Corporation Public Company Limited Announces Resignation of Vonnarat Tangkaravakoon as the Director, Nomination and Remuneration Committee and All Relevant PositionsStark Corporation Public Company Limited announced the resignation of Mr. Vonnarat Tangkaravakoon from his position as the Director, Nomination and Remuneration Committee and all relevant positions, effective from July 6, 2023 onwards. In addition, as appeared in the news of the Office of the Securities and Exchange Commission ("SEC") regarding the accusation of the Company, executives, and former executives of the Company, subsidiaries, and relatedcompanies, details as per the Reference, the Company would like to inform that the 4 former executives of the Company, namely Mr. Chanin Yensudchai, Mr. Chinawat Assavapokee, Mr. Sathar Chantrasettalead, and Mr. Kittisak Jitprasertngam resigned from all positions of the Company since April 2023.
お知らせ • Jul 06Stark Corporation Public Company Limited Announces Board ChangesStark Corporation Public Company Limited informed the significant resolution of the Board of Directors' Meeting No. 13/2023, which was held on July 4, 2023 at 11.00 hours, to the Stock Exchange of Thailand as follows: Acknowledgement of the resignation of Lieutenant General Prakorn Sucheevakun, as the Director, Chairman of the Board of Directors and Independent Director, effective from July 4, 2023 onwards. Approval of the appointment of directors to replace the resigned directors, effective from July 4, 2023 as follows: Mr. Somchai Sawasdeepon as a director in place of Lieutenant General Prakorn Sucheevakun, with the remaining term in office equal to the term of the former director whom he has replaced, and further appointed him as the Chairman of the Board of Directors and Independent Director; Mr. Montri Sriskul as a director in place of Mr. Senathip Sripaipan who resigned on April 25, 2023, with the remaining term in office equal to the term of the former director whom he has replaced, and further appointed him as an Independent Director; and Mr. Pumipat Sinacharoen as a director in place of Mr. Suwat Chawengchot who resigned on April 25, 2023, with the remaining term in office equal to the term of the former director whom he has replaced.
New Risk • Jun 25New major risk - Revenue and earnings growthEarnings have declined by 3.0% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Shares are highly illiquid. Negative equity (-฿4.4b). Earnings have declined by 3.0% per year over the past 5 years. Market cap is less than US$10m (฿268.1m market cap, or US$7.61m). Minor Risk Shareholders have been diluted in the past year (13% increase in shares outstanding).
New Risk • Jun 23New major risk - Negative shareholders equityThe company has negative equity. Total equity: -฿4.4b This is considered a major risk. Being in negative equity means that the company's liabilities exceed its assets, meaning it owes more to creditors than it has in owned assets. While this doesn't mean the company is about to collapse, in the long-term, this is unsustainable. The company may have issues meeting financial obligations, is at risk of becoming insolvent and may have difficulty raising capital, especially more debt, if needed. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Shares are highly illiquid. Negative equity (-฿4.4b). Minor Risks Shareholders have been diluted in the past year (13% increase in shares outstanding). Market cap is less than US$100m (฿402.2m market cap, or US$11.4m).
お知らせ • Jun 14Stark Corporation Public Company Limited to Report Fiscal Year 2022 Results on Jun 16, 2023Stark Corporation Public Company Limited announced that they will report fiscal year 2022 results at 4:45 PM, SE Asia Standard Time on Jun 16, 2023
Price Target Changed • Jun 01Price target decreased by 13% to ฿5.60Down from ฿6.45, the current price target is provided by 1 analyst. New target price is 3,011% above last closing price of ฿0.18. Stock is down 96% over the past year. The company is forecast to post earnings per share of ฿0.30 for next year compared to ฿0.23 last year.
Board Change • Jun 01High number of new and inexperienced directorsThere are 4 new directors who have joined the board in the last 3 years. The company's board is composed of: 4 new directors. 1 experienced director. No highly experienced directors. Acting CEO & Director Vonnarat Tangkaravakoon is the most experienced director on the board, commencing their role in 2020. The company’s lack of experienced directors is considered a risk according to the Simply Wall St Risk Model.
お知らせ • May 26Stark Corporation Public Company Limited, Annual General Meeting, Jun 02, 2023Stark Corporation Public Company Limited, Annual General Meeting, Jun 02, 2023, at 17:00 SE Asia Standard Time.
お知らせ • Jan 28+ 1 more updateStark Corporation Public Company Limited Announces CEO ChangesStark Corporation Public Company Limited announced that at the board meeting held on January 27, 2023 approved appointment of Mr. Mongkon Tangchaipitak to be Chief Executive Officer, in replacement of Mr. Prakorn Makjumroen.
Valuation Update With 7 Day Price Move • Dec 15Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to ฿2.74, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 17x in the Electrical industry in Asia. Total loss to shareholders of 30% over the past three years.
Reported Earnings • Nov 18Third quarter 2022 earnings released: EPS: ฿0.08 (vs ฿0.077 in 3Q 2021)Third quarter 2022 results: EPS: ฿0.08 (up from ฿0.077 in 3Q 2021). Revenue: ฿8.34b (down 15% from 3Q 2021). Net income: ฿956.0m (up 4.8% from 3Q 2021). Profit margin: 12% (up from 9.3% in 3Q 2021). The increase in margin was driven by lower expenses. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 23% growth forecast for the Electrical industry in Asia. Over the last 3 years on average, earnings per share has increased by 59% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 5 non-independent directors. Independent Director Niti Jungnitnirundr was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Aug 13Second quarter 2022 earnings released: EPS: ฿0.058 (vs ฿0.044 in 2Q 2021)Second quarter 2022 results: EPS: ฿0.058 (up from ฿0.044 in 2Q 2021). Revenue: ฿7.33b (up 39% from 2Q 2021). Net income: ฿690.6m (up 32% from 2Q 2021). Profit margin: 9.4% (in line with 2Q 2021). Over the next year, revenue is forecast to grow 6.2%, compared to a 49% growth forecast for the industry in Thailand. Over the last 3 years on average, earnings per share has increased by 66% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • May 20Investor sentiment improved over the past weekAfter last week's 15% share price gain to ฿4.70, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 17x in the Electrical industry in Asia. Total returns to shareholders of 43% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ฿5.94 per share.
Reported Earnings • May 16First quarter 2022 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2022 results: EPS: ฿0.048 (up from ฿0.037 in 1Q 2021). Revenue: ฿6.18b (up 33% from 1Q 2021). Net income: ฿569.8m (up 30% from 1Q 2021). Profit margin: 9.2% (down from 9.4% in 1Q 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 11%. Earnings per share (EPS) also surpassed analyst estimates by 56%. Over the next year, revenue is forecast to grow 13%, compared to a 41% growth forecast for the industry in Thailand. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 118 percentage points per year, which is a significant difference in performance.
Buying Opportunity • May 03Now 20% undervaluedOver the last 90 days, the stock is up 2.2%. The fair value is estimated to be ฿5.82, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 26% over the last 3 years. Earnings per share has declined by 131%. For the next 3 years, revenue is forecast to grow by 13% per annum. Earnings is also forecast to grow by 20% per annum over the same time period.
Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 5 non-independent directors. Independent Director Niti Jungnitnirundr was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Buying Opportunity • Apr 07Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 3.9%. The fair value is estimated to be ฿5.71, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 26% over the last 3 years. Earnings per share has declined by 131%. For the next 3 years, revenue is forecast to grow by 13% per annum. Earnings is also forecast to grow by 20% per annum over the same time period.
Major Estimate Revision • Mar 23Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate increased from ฿0.20 to ฿0.24. Revenue forecast steady at ฿31.2b. Net income forecast to grow 17% next year vs 37% growth forecast for Electrical industry in Thailand. Consensus price target down from ฿6.60 to ฿6.45. Share price rose 5.0% to ฿4.64 over the past week.
Major Estimate Revision • Mar 11Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 revenue forecast increased from ฿28.1b to ฿31.2b. EPS estimate unchanged from ฿0.20 at last update. Electrical industry in Thailand expected to see average net income growth of 38% next year. Consensus price target of ฿6.60 unchanged from last update. Share price was steady at ฿4.46 over the past week.
Reported Earnings • Feb 27Full year 2021 earnings: EPS and revenues exceed analyst expectationsFull year 2021 results: EPS: ฿0.23 (up from ฿0.13 in FY 2020). Revenue: ฿27.1b (up 60% from FY 2020). Net income: ฿2.78b (up 83% from FY 2020). Profit margin: 10% (up from 9.0% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 11%. Earnings per share (EPS) also surpassed analyst estimates by 56%. Over the next year, revenue is forecast to grow 3.6%, compared to a 49% growth forecast for the industry in Thailand. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 124 percentage points per year, which is a significant difference in performance.
Price Target Changed • Jan 10Price target increased to ฿6.40Up from ฿5.75, the current price target is an average from 2 analysts. New target price is 39% above last closing price of ฿4.62. Stock is down 5.7% over the past year. The company is forecast to post earnings per share of ฿0.15 for next year compared to ฿0.14 last year.
Major Estimate Revision • Nov 29Consensus forecasts updatedThe consensus outlook for 2021 has been updated. 2021 revenue forecast increased from ฿20.0b to ฿22.7b. EPS estimate unchanged from ฿0.15 at last update. Electrical industry in Thailand expected to see average net income growth of 39% next year. Consensus price target up from ฿5.75 to ฿5.90. Share price was steady at ฿4.72 over the past week.
Reported Earnings • Nov 17Third quarter 2021 earnings released: EPS ฿0.077 (vs ฿0.033 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: ฿9.78b (up 110% from 3Q 2020). Net income: ฿912.5m (up 131% from 3Q 2020). Profit margin: 9.3% (up from 8.5% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 196 percentage points per year, which is a significant difference in performance.
Valuation Update With 7 Day Price Move • Oct 15Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to ฿4.46, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 22x in the Electrical industry in Asia. Total returns to shareholders of 110% over the past three years.
Reported Earnings • Aug 18Second quarter 2021 earnings released: EPS ฿0.044 (vs ฿0.037 in 2Q 2020)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were flat. Second quarter 2021 results: Revenue: ฿5.26b (up 23% from 2Q 2020). Net income: ฿524.4m (up 19% from 2Q 2020). Profit margin: 10.0% (in line with 2Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 159 percentage points per year, which is a significant difference in performance.
Price Target Changed • Aug 12Price target decreased to ฿5.75Down from ฿6.20, the current price target is an average from 2 analysts. New target price is 33% above last closing price of ฿4.32. Stock is up 2.9% over the past year.
Reported Earnings • May 13First quarter 2021 earnings released: EPS ฿0.037 (vs ฿0.022 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: ฿4.66b (up 54% from 1Q 2020). Net income: ฿438.1m (up 68% from 1Q 2020). Profit margin: 9.4% (up from 8.6% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 116 percentage points per year, which is a significant difference in performance.
Executive Departure • Mar 27Independent Director has left the companyOn the 25th of March, M.L. Benyabadhana's tenure as Independent Director ended after less than a year in the role. We don't have any record of a personal shareholding under M.L.'s name. M.L. is the only executive to leave the company over the last 12 months.
Reported Earnings • Feb 24Full year 2020 earnings releasedThe company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: ฿16.9b (up 46% from FY 2019). Net income: ฿1.61b (up ฿1.47b from FY 2019). Profit margin: 9.5% (up from 1.2% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 40% per year but the company’s share price has increased by 34% per year, which means it is well ahead of earnings.
Analyst Estimate Surprise Post Earnings • Feb 24Earnings beat expectations, revenue disappointsRevenue missed analyst estimates by 0.9%. Earnings per share (EPS) exceeded analyst estimates by 13%. Over the next year, revenue is forecast to grow 12%, compared to a 33% growth forecast for the Electrical industry in Thailand.
Valuation Update With 7 Day Price Move • Jan 01Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to ฿4.26, the stock is trading at a trailing P/E ratio of 21.5x, down from the previous P/E ratio of 26.1x. This compares to an average P/E of 12x in the Electrical industry in Thailand. Total returns to shareholders over the past three years are 107%.
Valuation Update With 7 Day Price Move • Dec 28Investor sentiment improved over the past weekAfter last week's 133% share price gain to ฿5.12, the stock is trading at a trailing P/E ratio of 51.7x, up from the previous P/E ratio of 22.2x. This compares to an average P/E of 12x in the Electrical industry in Thailand. Total returns to shareholders over the past three years are 397%.
Is New 90 Day High Low • Dec 16New 90-day high: ฿2.24The company is up 12% from its price of ฿2.00 on 17 September 2020. The Thai market is up 15% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Electrical industry, which is up 4.0% over the same period.
Reported Earnings • Nov 13Third quarter 2020 earnings released: EPS ฿0.019The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: ฿4.66b (up 66% from 3Q 2019). Net income: ฿462.5m (up ฿527.8m from 3Q 2019). Profit margin: 9.9% (up from net loss in 3Q 2019). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Nov 11Market bids up stock over the past weekAfter last week's 15% share price gain to ฿1.91, the stock is trading at a trailing P/E ratio of 62.6x, up from the previous P/E ratio of 54.4x. This compares to an average P/E of 34x in the Media industry in Thailand. Total returns to shareholders over the past three years are 61%.
Valuation Update With 7 Day Price Move • Nov 05Market bids up stock over the past weekAfter last week's 17% share price gain to ฿1.66, the stock is trading at a trailing P/E ratio of 54.4x, up from the previous P/E ratio of 46.5x. This compares to an average P/E of 34x in the Media industry in Thailand. Total returns to shareholders over the past three years are 43%.
Valuation Update With 7 Day Price Move • Oct 28Market pulls back on stock over the past weekAfter last week's 25% share price decline to ฿1.50, the stock is trading at a trailing P/E ratio of 49.1x, down from the previous P/E ratio of 65.2x. This compares to an average P/E of 34x in the Media industry in Thailand. Total returns to shareholders over the past three years are 27%.
Is New 90 Day High Low • Oct 26New 90-day low: ฿1.95The company is down 13% from its price of ฿2.24 on 24 July 2020. The Thai market is down 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Media industry, which is down 8.0% over the same period.