UAC Global（UAC）株式概要UACグローバル・パブリック・カンパニー・リミテッドは、その子会社とともに、タイ国内および海外で貿易、代替・再生可能エネルギー、石油事業に従事している。 詳細UAC ファンダメンタル分析スノーフレーク・スコア評価0/6将来の成長0/6過去の実績1/6財務の健全性5/6配当金3/6リスク分析7.63%の配当は、利益やフリーキャッシュフローによって十分にカバーされていない 過去5年間で収益は年間16.8%減少しました。 利益率(3.1%)は昨年より低い(6.8%) 意味のある時価総額がありません ( THB2B )すべてのリスクチェックを見るUAC Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair Value฿Current Price฿2.626.5% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture03b2016201920222025202620282031Revenue ฿2.4bEarnings ฿76.0mAdvancedSet Fair ValueView all narrativesUAC Global Public Company Limited 競合他社Global ConnectionsSymbol: SET:GCMarket cap: ฿2.0bSahamit MachinerySymbol: SET:SMITMarket cap: ฿1.8bUnion PetrochemicalSymbol: SET:UKEMMarket cap: ฿1.2bAsia Green EnergySymbol: SET:AGEMarket cap: ฿1.4b価格と性能株価の高値、安値、推移の概要UAC Global過去の株価現在の株価฿2.6252週高値฿3.2052週安値฿2.50ベータ-0.161ヶ月の変化-10.88%3ヶ月変化-6.43%1年変化-2.96%3年間の変化-35.15%5年間の変化-45.42%IPOからの変化64.13%最新ニュースReported Earnings • 20hFirst quarter 2026 earnings released: EPS: ฿0.04 (vs ฿0.065 in 1Q 2025)First quarter 2026 results: EPS: ฿0.04 (down from ฿0.065 in 1Q 2025). Revenue: ฿372.4m (down 23% from 1Q 2025). Net income: ฿27.8m (down 36% from 1Q 2025). Profit margin: 7.5% (down from 9.0% in 1Q 2025). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings.Upcoming Dividend • Apr 21Upcoming dividend of ฿0.20 per shareEligible shareholders must have bought the stock before 28 April 2026. Payment date: 15 May 2026. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 6.8%. Lower than top quartile of Thai dividend payers (7.5%). In line with average of industry peers (6.5%).New Risk • Feb 24New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 3.9% Last year net profit margin: 7.6% 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 Earnings have declined by 15% per year over the past 5 years. Minor Risks Dividend is not well covered by earnings (203% payout ratio). Profit margins are more than 30% lower than last year (3.9% net profit margin). Market cap is less than US$100m (฿1.86b market cap, or US$59.7m).Reported Earnings • Feb 24Full year 2025 earnings released: EPS: ฿0.098 (vs ฿0.25 in FY 2024)Full year 2025 results: EPS: ฿0.098 (down from ฿0.25 in FY 2024). Revenue: ฿1.70b (down 23% from FY 2024). Net income: ฿65.7m (down 61% from FY 2024). Profit margin: 3.9% (down from 7.6% in FY 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has fallen by 15% per year, which means it is performing significantly worse than earnings.お知らせ • Feb 21UAC Global Public Company Limited announces Annual dividend, payable on May 15, 2026UAC Global Public Company Limited announced Annual dividend of THB 0.2000 per share payable on May 15, 2026, ex-date on April 28, 2026 and record date on April 29, 2026.お知らせ • Feb 20UAC Global Public Company Limited, Annual General Meeting, Apr 21, 2026UAC Global Public Company Limited, Annual General Meeting, Apr 21, 2026, at 10:00 SE Asia Standard Time.最新情報をもっと見るRecent updatesReported Earnings • 20hFirst quarter 2026 earnings released: EPS: ฿0.04 (vs ฿0.065 in 1Q 2025)First quarter 2026 results: EPS: ฿0.04 (down from ฿0.065 in 1Q 2025). Revenue: ฿372.4m (down 23% from 1Q 2025). Net income: ฿27.8m (down 36% from 1Q 2025). Profit margin: 7.5% (down from 9.0% in 1Q 2025). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings.Upcoming Dividend • Apr 21Upcoming dividend of ฿0.20 per shareEligible shareholders must have bought the stock before 28 April 2026. Payment date: 15 May 2026. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 6.8%. Lower than top quartile of Thai dividend payers (7.5%). In line with average of industry peers (6.5%).New Risk • Feb 24New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 3.9% Last year net profit margin: 7.6% 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 Earnings have declined by 15% per year over the past 5 years. Minor Risks Dividend is not well covered by earnings (203% payout ratio). Profit margins are more than 30% lower than last year (3.9% net profit margin). Market cap is less than US$100m (฿1.86b market cap, or US$59.7m).Reported Earnings • Feb 24Full year 2025 earnings released: EPS: ฿0.098 (vs ฿0.25 in FY 2024)Full year 2025 results: EPS: ฿0.098 (down from ฿0.25 in FY 2024). Revenue: ฿1.70b (down 23% from FY 2024). Net income: ฿65.7m (down 61% from FY 2024). Profit margin: 3.9% (down from 7.6% in FY 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has fallen by 15% per year, which means it is performing significantly worse than earnings.お知らせ • Feb 21UAC Global Public Company Limited announces Annual dividend, payable on May 15, 2026UAC Global Public Company Limited announced Annual dividend of THB 0.2000 per share payable on May 15, 2026, ex-date on April 28, 2026 and record date on April 29, 2026.お知らせ • Feb 20UAC Global Public Company Limited, Annual General Meeting, Apr 21, 2026UAC Global Public Company Limited, Annual General Meeting, Apr 21, 2026, at 10:00 SE Asia Standard Time.Reported Earnings • Aug 09Second quarter 2025 earnings released: EPS: ฿0.04 (vs ฿0.046 in 2Q 2024)Second quarter 2025 results: EPS: ฿0.04 (down from ฿0.046 in 2Q 2024). Revenue: ฿482.3m (up 2.3% from 2Q 2024). Net income: ฿26.0m (down 16% from 2Q 2024). Profit margin: 5.4% (down from 6.6% in 2Q 2024). 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 16% per year, which means it is significantly lagging earnings.Reported Earnings • May 16First quarter 2025 earnings released: EPS: ฿0.07 (vs ฿0.09 in 1Q 2024)First quarter 2025 results: EPS: ฿0.07 (down from ฿0.09 in 1Q 2024). Revenue: ฿484.9m (up 1.3% from 1Q 2024). Net income: ฿43.4m (down 28% from 1Q 2024). Profit margin: 9.0% (down from 13% in 1Q 2024). Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has fallen by 18% per year, which means it is performing significantly worse than earnings.お知らせ • Apr 25UAC Global Public Company Limited Approves Dividend for the Year 2024, Payable on May 9, 2025UAC Global Public Company Limited at its Annual General Meeting of Shareholders, held on April 24, 2025, approved the dividend payment for the 2024 performance to shareholders at the rate of THB 0.50 per share. The Company has already paid the interim dividend at the rate of THB 0.25 per share. Therefore, the remaining dividend would be at the rate of THB 0.25 per share. The record date to entitle rightful shareholders who may receive the dividend was on March 18, 2025. The dividend payment will be made on May 9, 2025.New Risk • Mar 09New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 24% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 198% Paying a dividend despite having no free cash flows. Earnings have declined by 5.7% per year over the past 5 years. High level of non-cash earnings (24% accrual ratio). Minor Risks Profit margins are more than 30% lower than last year (7.6% net profit margin). Market cap is less than US$100m (฿2.02b market cap, or US$59.8m).Declared Dividend • Mar 03Dividend of ฿0.25 announcedShareholders will receive a dividend of ฿0.25. Ex-date: 17th March 2025 Payment date: 9th May 2025 Dividend yield will be 17%, which is higher than the industry average of 7.1%. Sustainability & Growth Dividend is not covered by earnings (267% earnings payout ratio) nor is it covered by cash flows (448% cash payout ratio). The dividend has increased by an average of 45% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 196% to bring the payout ratio under control. However, EPS has declined by 3.6% over the last 5 years so the company would need to reverse this trend.お知らせ • Feb 28+ 1 more updateUAC Global Public Company Limited, Annual General Meeting, Apr 24, 2025UAC Global Public Company Limited, Annual General Meeting, Apr 24, 2025, at 10:00 SE Asia Standard Time.Buy Or Sell Opportunity • Dec 20Now 22% overvaluedOver the last 90 days, the stock has fallen 11% to ฿3.02. The fair value is estimated to be ฿2.48, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 8.7% over the last 3 years. Earnings per share has declined by 11%.New Risk • Nov 14New major risk - Revenue and earnings growthEarnings have declined by 2.3% 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 Dividend is not well covered by earnings and cash flows. Payout ratio: 171% Cash payout ratio: 358% Earnings have declined by 2.3% per year over the past 5 years. Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (4.7% net profit margin). Market cap is less than US$100m (฿2.40b market cap, or US$68.5m).Reported Earnings • Aug 10Second quarter 2024 earnings released: EPS: ฿0.05 (vs ฿0.14 in 2Q 2023)Second quarter 2024 results: EPS: ฿0.05 (down from ฿0.14 in 2Q 2023). Revenue: ฿471.3m (up 23% from 2Q 2023). Net income: ฿31.0m (down 66% from 2Q 2023). Profit margin: 6.6% (down from 24% in 2Q 2023). Over the last 3 years on average, earnings per share has fallen by 8% per year whereas the company’s share price has fallen by 13% per year.New Risk • Jun 05New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 27% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (27% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Market cap is less than US$100m (฿2.32b market cap, or US$63.5m).お知らせ • Apr 20UAC Global Public Company Limited Approves Dividend for 2023, Payable on April 29, 2024UAC Global Public Company Limited at the AGM held on April 18, 2024 approved the dividend payment for the 2023 performance to shareholders at the rate of THB 0.22 per share. The Company has already paid the interim dividend at the rate of THB 0.12 per share. Therefore, the remaining dividend would be at the rate of THB 0.10 per share. The record date to entitle rightful shareholders who may receive the dividend was on March 8, 2024. The dividend payment will be made on April 29, 2024.Upcoming Dividend • Feb 29Upcoming dividend of ฿0.10 per shareEligible shareholders must have bought the stock before 07 March 2024. Payment date: 29 April 2024. Payout ratio is a comfortable 64% but the company is not cash flow positive. Trailing yield: 3.3%. Lower than top quartile of Thai dividend payers (6.3%). Lower than average of industry peers (6.8%).Declared Dividend • Feb 25Final dividend of ฿0.10 announcedShareholders will receive a dividend of ฿0.10. Ex-date: 7th March 2024 Payment date: 29th April 2024 Dividend yield will be 5.8%, which is lower than the industry average of 7.1%. Sustainability & Growth Dividend is covered by earnings (64% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. Earnings per share has grown by 15% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Reported Earnings • Feb 24Full year 2023 earnings released: EPS: ฿0.41 (vs ฿0.12 in FY 2022)Full year 2023 results: EPS: ฿0.41 (up from ฿0.12 in FY 2022). Revenue: ฿1.76b (up 2.5% from FY 2022). Net income: ฿274.7m (up 248% from FY 2022). Profit margin: 16% (up from 4.6% in FY 2022). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.お知らせ • Feb 23+ 1 more updateUAC Global Public Company Limited, Annual General Meeting, Apr 18, 2024UAC Global Public Company Limited, Annual General Meeting, Apr 18, 2024, at 14:00 SE Asia Standard Time. Agenda: To acknowledge the Company's operating results for the year of 2023; to consider and approve the financial statements during the period of 1st January to 31st December 2023; to consider and approve annual dividend payment the year 2023; to consider and approve the election of directors to replace who those retiring by rotation; to consider and approve the remuneration of directors for the year 2024 and Bonus for Non-Executive Directors for the year 2023; to consider and appoint the Company's auditor and fixing the remuneration of auditing fee for the year 2024; to consider and approve the Company's registered capital decrease from and amendment of the Company's Memorandum of Association No. 4 in accordance with the capital decrease; and to consider other business (if any).New Risk • Nov 13New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 93% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite having no free cash flows. Large one-off items impacting financial results. Market cap is less than US$100m (฿2.52b market cap, or US$70.0m).Reported Earnings • Nov 11Third quarter 2023 earnings released: EPS: ฿0.11 (vs ฿0.008 loss in 3Q 2022)Third quarter 2023 results: EPS: ฿0.11 (up from ฿0.008 loss in 3Q 2022). Revenue: ฿470.8m (up 11% from 3Q 2022). Net income: ฿76.4m (up ฿81.7m from 3Q 2022). Profit margin: 16% (up from net loss in 3Q 2022). The move to profitability was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has remained flat, which means it is well ahead of earnings.New Risk • Aug 15New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 250% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 95% Cash payout ratio: 138% Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (9.0% net profit margin). Market cap is less than US$100m (฿2.59b market cap, or US$73.2m).Reported Earnings • Aug 12Second quarter 2023 earnings released: EPS: ฿0.14 (vs ฿0.027 in 2Q 2022)Second quarter 2023 results: EPS: ฿0.14 (up from ฿0.027 in 2Q 2022). Revenue: ฿442.5m (up 21% from 2Q 2022). Net income: ฿92.1m (up 412% from 2Q 2022). Profit margin: 21% (up from 4.9% in 2Q 2022). Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.New Risk • Jun 21New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 338% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite having no free cash flows. Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (5.3% net profit margin). Market cap is less than US$100m (฿2.63b market cap, or US$75.5m).Upcoming Dividend • May 23Upcoming dividend of ฿0.12 per share at 3.0% yieldEligible shareholders must have bought the stock before 30 May 2023. Payment date: 09 June 2023. Payout ratio is on the higher end at 89% but the company is not cash flow positive. Trailing yield: 3.0%. Lower than top quartile of Thai dividend payers (6.4%). Lower than average of industry peers (6.9%).Reported Earnings • May 18First quarter 2023 earnings released: EPS: ฿0.13 (vs ฿0.11 in 1Q 2022)First quarter 2023 results: EPS: ฿0.13 (up from ฿0.11 in 1Q 2022). Revenue: ฿497.6m (down 4.9% from 1Q 2022). Net income: ฿85.3m (up 19% from 1Q 2022). Profit margin: 17% (up from 14% in 1Q 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.Upcoming Dividend • Mar 02Upcoming dividend of ฿0.12 per share at 6.3% yieldEligible shareholders must have bought the stock before 09 March 2023. Payment date: 19 April 2023. Payout ratio is on the higher end at 96%, and the cash payout ratio is above 100%. Trailing yield: 6.3%. Within top quartile of Thai dividend payers (5.7%). In line with average of industry peers (6.6%).Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 7 highly experienced directors. 3 independent directors (4 non-independent directors). Independent Vice Chairman Aekkachai Nittayakasetwat was the last independent director to join the board, commencing their role in 2010. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Aug 07Second quarter 2022 earnings released: EPS: ฿0.27 (vs ฿0.085 in 2Q 2021)Second quarter 2022 results: EPS: ฿0.27. Revenue: ฿366.5m (down 4.5% from 2Q 2021). Net income: ฿18.0m (down 68% from 2Q 2021). Profit margin: 4.9% (down from 15% in 2Q 2021). The decrease in margin was primarily driven by higher expenses.Reported Earnings • May 16First quarter 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2022 results: EPS: ฿0.11 (down from ฿0.12 in 1Q 2021). Revenue: ฿523.1m (up 56% from 1Q 2021). Net income: ฿71.9m (down 6.7% from 1Q 2021). Profit margin: 14% (down from 23% in 1Q 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 6.2%. Earnings per share (EPS) missed analyst estimates by 4.2%. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.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. No experienced directors. 7 highly experienced directors. 3 independent directors (4 non-independent directors). Independent Vice Chairman Aekkachai Nittayakasetwat was the last independent director to join the board, commencing their role in 2010. 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 • Apr 09UAC Global Public Company Limited Approves Dividend for the 2021, Payable on May 6, 2022UAC Global Public Company Limited approved the dividend payment for the 2021 performance to shareholders at the rate of THB 0.28 per share. The Company has already paid the interim dividend at the rate of THB 0.08 per share. Therefore, the remaining dividend would be at the rate of THB 0.20 per share. The record date to entitle rightful shareholders who may receive the dividend was on March 11, 2022. The dividend payment will be made on May 6, 2022.Upcoming Dividend • Mar 03Upcoming dividend of ฿0.20 per shareEligible shareholders must have bought the stock before 10 March 2022. Payment date: 06 May 2022. Payout ratio is a comfortable 59% but the company is not cash flow positive. Trailing yield: 3.2%. Lower than top quartile of Thai dividend payers (5.2%). Lower than average of industry peers (4.3%).Reported Earnings • Feb 28Full year 2021 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2021 results: EPS: ฿0.37 (down from ฿0.41 in FY 2020). Revenue: ฿1.52b (up 20% from FY 2020). Net income: ฿246.8m (down 9.0% from FY 2020). Profit margin: 16% (down from 21% in FY 2020). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 6.2%. Earnings per share (EPS) missed analyst estimates by 4.2%. Over the last 3 years on average, earnings per share has increased by 31% per year whereas the company’s share price has increased by 27% per year.お知らせ • Feb 26+ 1 more updateUAC Global Public Company Limited Proposes Dividend Payment for the Year 2021, Payable on May 6, 2022UAC Global Public Company Limited at its Board of Directors' Meeting held on February 24, 2022, approved to propose the Shareholder's meeting to consider and approve the dividend payment for the year 2021 operating performance of THB 0.28 per share, totaling THB 186,929,735.72, or dividend payout ratio at 72.46% of the net profit after corporate tax and legal reserve of the separated financial statements, of which THB 0.08 THB per share, totaling THB 53,408,495.92 was paid as an interim dividend on January 17, 2022. The final dividend payment will be THB 0.20 per share, totaling THB 133,521,239.80 will be paid from the net profit. The record date for the names of shareholders who have rights to receive the dividends scheduled to be on March 11, 2022 and dividend payment shall be made on May 6, 2022. However, the rights to receive dividend is subjected to the approval of Shareholders at the 2022 Annual General Meeting.Valuation Update With 7 Day Price Move • Feb 17Investor sentiment improved over the past weekAfter last week's 27% share price gain to ฿7.80, the stock trades at a trailing P/E ratio of 17.4x. Average trailing P/E is 20x in the Trade Distributors industry in Thailand. Total returns to shareholders of 137% over the past three years.Valuation Update With 7 Day Price Move • Jan 24Investor sentiment deteriorated over the past weekAfter last week's 25% share price decline to ฿5.15, the stock trades at a trailing P/E ratio of 11.5x. Average trailing P/E is 22x in the Trade Distributors industry in Thailand. Total returns to shareholders of 55% over the past three years.Upcoming Dividend • Dec 28Upcoming dividend of ฿0.08 per shareEligible shareholders must have bought the stock before 04 January 2022. Payment date: 17 January 2022. Payout ratio is a comfortable 49% but the company is not cash flow positive. Trailing yield: 3.7%. Lower than top quartile of Thai dividend payers (5.0%). Lower than average of industry peers (4.3%).Valuation Update With 7 Day Price Move • Dec 27Investor sentiment improved over the past weekAfter last week's 18% share price gain to ฿5.90, the stock trades at a trailing P/E ratio of 13.1x. Average trailing P/E is 21x in the Trade Distributors industry in Thailand. Total returns to shareholders of 68% over the past three years.Reported Earnings • Nov 07Third quarter 2021 earnings released: EPS ฿0.09 (vs ฿0.048 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: ฿435.6m (up 58% from 3Q 2020). Net income: ฿58.4m (up 81% from 3Q 2020). Profit margin: 13% (up from 12% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.Reported Earnings • Aug 09Second quarter 2021 earnings released: EPS ฿0.085 (vs ฿0.04 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: ฿374.9m (up 6.2% from 2Q 2020). Net income: ฿56.8m (up 115% from 2Q 2020). Profit margin: 15% (up from 7.5% in 2Q 2020). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.Reported Earnings • May 15First quarter 2021 earnings released: EPS ฿0.12 (vs ฿0.16 in 1Q 2020)The company reported a poor first quarter result with weaker earnings, revenues and profit margins. First quarter 2021 results: Revenue: ฿340.2m (down 7.2% from 1Q 2020). Net income: ฿77.1m (down 27% from 1Q 2020). Profit margin: 23% (down from 29% in 1Q 2020). Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.Upcoming Dividend • Mar 08Upcoming Dividend of ฿0.14 Per ShareWill be paid on the 7th of May to those who are registered shareholders by the 15th of March. The trailing yield of 4.3% is below the top quartile of Thai dividend payers (5.6%), but is in line with industry peers (4.6%).Reported Earnings • Feb 27Full year 2020 earnings released: EPS ฿0.41 (vs ฿0.24 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: ฿1.29b (down 55% from FY 2019). Net income: ฿271.2m (up 66% from FY 2019). Profit margin: 21% (up from 5.7% 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 21% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.お知らせ • Feb 26UAC Global Public Company Limited, Annual General Meeting, Apr 08, 2021UAC Global Public Company Limited, Annual General Meeting, Apr 08, 2021, at 14:00 SE Asia Standard Time. Location: Floor 25th, TP&T Tower, No. 1 Soi Vibhavadirangsit Road, Chatuchak Sub-district, Chatuchak District Bangkok Thailand Agenda: To consider and approve the minutes of 2020 annual general meeting of shareholders; to acknowledge the company's operating results for the year of 2020; to consider and approve the financial statements during the period of 1st January to 31st December 2020; to consider and approve annual dividend payment the year 2020; and other business.Is New 90 Day High Low • Feb 18New 90-day high: ฿4.68The company is up 19% from its price of ฿3.94 on 20 November 2020. The Thai market is up 11% over the last 90 days, indicating the company outperformed over that time. However, its price trend is similar to the Trade Distributors industry, which is also up 19% over the same period.Is New 90 Day High Low • Feb 02New 90-day high: ฿4.50The company is up 11% from its price of ฿4.06 on 04 November 2020. The Thai market is up 22% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Trade Distributors industry, which is up 13% over the same period.Is New 90 Day High Low • Dec 16New 90-day high: ฿4.32The company is up 16% from its price of ฿3.72 on 17 September 2020. The Thai market is up 15% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Trade Distributors industry, which is down 1.0% over the same period.Reported Earnings • Nov 12Third quarter 2020 earnings released: EPS ฿0.048The company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2020 results: Revenue: ฿285.3m (down 21% from 3Q 2019). Net income: ฿32.2m (up 156% from 3Q 2019). Profit margin: 11% (up from 3.5% in 3Q 2019). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.Is New 90 Day High Low • Nov 03New 90-day high: ฿4.00The company is up 4.0% from its price of ฿3.84 on 05 August 2020. The Thai market is down 9.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Trade Distributors industry, which is up 5.0% over the same period.株主還元UACTH Trade DistributorsTH 市場7D-6.4%1.0%-0.4%1Y-3.0%2.3%31.6%株主還元を見る業界別リターン: UAC過去 1 年間で2.3 % の収益を上げたTH Trade Distributors業界を下回りました。リターン対市場: UACは、過去 1 年間で31.6 % のリターンを上げたTH市場を下回りました。価格変動Is UAC's price volatile compared to industry and market?UAC volatilityUAC Average Weekly Movement4.4%Trade Distributors Industry Average Movement7.7%Market Average Movement4.9%10% most volatile stocks in TH Market10.3%10% least volatile stocks in TH Market2.6%安定した株価: UAC 、 TH市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: UACの 週次ボラティリティ ( 4% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト1985n/aChatchaphol Prasopchokewww.uac.co.thUACグローバル・パブリック・カンパニー・リミテッドは、その子会社とともに、タイ国内および海外で貿易、代替・再生可能エネルギー、石油事業に従事している。同社は、トレーディング、石油製造・販売、コンサルティング、その他の分野で事業を展開している。オフショア天然ガス開発・生産、石油精製・石油化学上流、エンジンオイル潤滑油製造プラント、ポリマー・プラスチック製造プラント、化学工業プラント、発電プラント、ユーティリティ・システムなど、様々な産業で使用される化学品や設備を輸入・販売している。また、製品・サービスの販売に関するコンサルタントやアドバイスの提供、発電、輸送、産業で使用されるバイオガスの製造・販売、圧縮天然ガス、液化石油ガス、天然ガス液の製造・販売、機械・設備の建設請負も行っている。また、電力および代替エネルギーの発電・販売、再生可能エネルギーを生産するための廃棄物処理プラント建設のための土地開発事業、燃料ブリケットおよびごみ固形燃料の製造・販売も行っている。UACグローバル社は1985年に設立され、本社はタイのバンコクにある。もっと見るUAC Global Public Company Limited 基礎のまとめUAC Global の収益と売上を時価総額と比較するとどうか。UAC 基礎統計学時価総額฿1.75b収益（TTM）฿50.12m売上高(TTM)฿1.59b34.9xPER（株価収益率1.1xP/SレシオUAC は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計UAC 損益計算書（TTM）収益฿1.59b売上原価฿1.20b売上総利益฿392.45mその他の費用฿342.33m収益฿50.12m直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）0.075グロス・マージン24.65%純利益率3.15%有利子負債／自己資本比率24.3%UAC の長期的なパフォーマンスは？過去の実績と比較を見る配当金7.6%現在の配当利回り274%配当性向View Valuation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2026/05/21 08:33終値2026/05/21 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UAC Global 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。0
Reported Earnings • 20hFirst quarter 2026 earnings released: EPS: ฿0.04 (vs ฿0.065 in 1Q 2025)First quarter 2026 results: EPS: ฿0.04 (down from ฿0.065 in 1Q 2025). Revenue: ฿372.4m (down 23% from 1Q 2025). Net income: ฿27.8m (down 36% from 1Q 2025). Profit margin: 7.5% (down from 9.0% in 1Q 2025). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings.
Upcoming Dividend • Apr 21Upcoming dividend of ฿0.20 per shareEligible shareholders must have bought the stock before 28 April 2026. Payment date: 15 May 2026. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 6.8%. Lower than top quartile of Thai dividend payers (7.5%). In line with average of industry peers (6.5%).
New Risk • Feb 24New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 3.9% Last year net profit margin: 7.6% 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 Earnings have declined by 15% per year over the past 5 years. Minor Risks Dividend is not well covered by earnings (203% payout ratio). Profit margins are more than 30% lower than last year (3.9% net profit margin). Market cap is less than US$100m (฿1.86b market cap, or US$59.7m).
Reported Earnings • Feb 24Full year 2025 earnings released: EPS: ฿0.098 (vs ฿0.25 in FY 2024)Full year 2025 results: EPS: ฿0.098 (down from ฿0.25 in FY 2024). Revenue: ฿1.70b (down 23% from FY 2024). Net income: ฿65.7m (down 61% from FY 2024). Profit margin: 3.9% (down from 7.6% in FY 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has fallen by 15% per year, which means it is performing significantly worse than earnings.
お知らせ • Feb 21UAC Global Public Company Limited announces Annual dividend, payable on May 15, 2026UAC Global Public Company Limited announced Annual dividend of THB 0.2000 per share payable on May 15, 2026, ex-date on April 28, 2026 and record date on April 29, 2026.
お知らせ • Feb 20UAC Global Public Company Limited, Annual General Meeting, Apr 21, 2026UAC Global Public Company Limited, Annual General Meeting, Apr 21, 2026, at 10:00 SE Asia Standard Time.
Reported Earnings • 20hFirst quarter 2026 earnings released: EPS: ฿0.04 (vs ฿0.065 in 1Q 2025)First quarter 2026 results: EPS: ฿0.04 (down from ฿0.065 in 1Q 2025). Revenue: ฿372.4m (down 23% from 1Q 2025). Net income: ฿27.8m (down 36% from 1Q 2025). Profit margin: 7.5% (down from 9.0% in 1Q 2025). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings.
Upcoming Dividend • Apr 21Upcoming dividend of ฿0.20 per shareEligible shareholders must have bought the stock before 28 April 2026. Payment date: 15 May 2026. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 6.8%. Lower than top quartile of Thai dividend payers (7.5%). In line with average of industry peers (6.5%).
New Risk • Feb 24New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 3.9% Last year net profit margin: 7.6% 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 Earnings have declined by 15% per year over the past 5 years. Minor Risks Dividend is not well covered by earnings (203% payout ratio). Profit margins are more than 30% lower than last year (3.9% net profit margin). Market cap is less than US$100m (฿1.86b market cap, or US$59.7m).
Reported Earnings • Feb 24Full year 2025 earnings released: EPS: ฿0.098 (vs ฿0.25 in FY 2024)Full year 2025 results: EPS: ฿0.098 (down from ฿0.25 in FY 2024). Revenue: ฿1.70b (down 23% from FY 2024). Net income: ฿65.7m (down 61% from FY 2024). Profit margin: 3.9% (down from 7.6% in FY 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has fallen by 15% per year, which means it is performing significantly worse than earnings.
お知らせ • Feb 21UAC Global Public Company Limited announces Annual dividend, payable on May 15, 2026UAC Global Public Company Limited announced Annual dividend of THB 0.2000 per share payable on May 15, 2026, ex-date on April 28, 2026 and record date on April 29, 2026.
お知らせ • Feb 20UAC Global Public Company Limited, Annual General Meeting, Apr 21, 2026UAC Global Public Company Limited, Annual General Meeting, Apr 21, 2026, at 10:00 SE Asia Standard Time.
Reported Earnings • Aug 09Second quarter 2025 earnings released: EPS: ฿0.04 (vs ฿0.046 in 2Q 2024)Second quarter 2025 results: EPS: ฿0.04 (down from ฿0.046 in 2Q 2024). Revenue: ฿482.3m (up 2.3% from 2Q 2024). Net income: ฿26.0m (down 16% from 2Q 2024). Profit margin: 5.4% (down from 6.6% in 2Q 2024). 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 16% per year, which means it is significantly lagging earnings.
Reported Earnings • May 16First quarter 2025 earnings released: EPS: ฿0.07 (vs ฿0.09 in 1Q 2024)First quarter 2025 results: EPS: ฿0.07 (down from ฿0.09 in 1Q 2024). Revenue: ฿484.9m (up 1.3% from 1Q 2024). Net income: ฿43.4m (down 28% from 1Q 2024). Profit margin: 9.0% (down from 13% in 1Q 2024). Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has fallen by 18% per year, which means it is performing significantly worse than earnings.
お知らせ • Apr 25UAC Global Public Company Limited Approves Dividend for the Year 2024, Payable on May 9, 2025UAC Global Public Company Limited at its Annual General Meeting of Shareholders, held on April 24, 2025, approved the dividend payment for the 2024 performance to shareholders at the rate of THB 0.50 per share. The Company has already paid the interim dividend at the rate of THB 0.25 per share. Therefore, the remaining dividend would be at the rate of THB 0.25 per share. The record date to entitle rightful shareholders who may receive the dividend was on March 18, 2025. The dividend payment will be made on May 9, 2025.
New Risk • Mar 09New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 24% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 198% Paying a dividend despite having no free cash flows. Earnings have declined by 5.7% per year over the past 5 years. High level of non-cash earnings (24% accrual ratio). Minor Risks Profit margins are more than 30% lower than last year (7.6% net profit margin). Market cap is less than US$100m (฿2.02b market cap, or US$59.8m).
Declared Dividend • Mar 03Dividend of ฿0.25 announcedShareholders will receive a dividend of ฿0.25. Ex-date: 17th March 2025 Payment date: 9th May 2025 Dividend yield will be 17%, which is higher than the industry average of 7.1%. Sustainability & Growth Dividend is not covered by earnings (267% earnings payout ratio) nor is it covered by cash flows (448% cash payout ratio). The dividend has increased by an average of 45% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 196% to bring the payout ratio under control. However, EPS has declined by 3.6% over the last 5 years so the company would need to reverse this trend.
お知らせ • Feb 28+ 1 more updateUAC Global Public Company Limited, Annual General Meeting, Apr 24, 2025UAC Global Public Company Limited, Annual General Meeting, Apr 24, 2025, at 10:00 SE Asia Standard Time.
Buy Or Sell Opportunity • Dec 20Now 22% overvaluedOver the last 90 days, the stock has fallen 11% to ฿3.02. The fair value is estimated to be ฿2.48, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 8.7% over the last 3 years. Earnings per share has declined by 11%.
New Risk • Nov 14New major risk - Revenue and earnings growthEarnings have declined by 2.3% 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 Dividend is not well covered by earnings and cash flows. Payout ratio: 171% Cash payout ratio: 358% Earnings have declined by 2.3% per year over the past 5 years. Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (4.7% net profit margin). Market cap is less than US$100m (฿2.40b market cap, or US$68.5m).
Reported Earnings • Aug 10Second quarter 2024 earnings released: EPS: ฿0.05 (vs ฿0.14 in 2Q 2023)Second quarter 2024 results: EPS: ฿0.05 (down from ฿0.14 in 2Q 2023). Revenue: ฿471.3m (up 23% from 2Q 2023). Net income: ฿31.0m (down 66% from 2Q 2023). Profit margin: 6.6% (down from 24% in 2Q 2023). Over the last 3 years on average, earnings per share has fallen by 8% per year whereas the company’s share price has fallen by 13% per year.
New Risk • Jun 05New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 27% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (27% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Market cap is less than US$100m (฿2.32b market cap, or US$63.5m).
お知らせ • Apr 20UAC Global Public Company Limited Approves Dividend for 2023, Payable on April 29, 2024UAC Global Public Company Limited at the AGM held on April 18, 2024 approved the dividend payment for the 2023 performance to shareholders at the rate of THB 0.22 per share. The Company has already paid the interim dividend at the rate of THB 0.12 per share. Therefore, the remaining dividend would be at the rate of THB 0.10 per share. The record date to entitle rightful shareholders who may receive the dividend was on March 8, 2024. The dividend payment will be made on April 29, 2024.
Upcoming Dividend • Feb 29Upcoming dividend of ฿0.10 per shareEligible shareholders must have bought the stock before 07 March 2024. Payment date: 29 April 2024. Payout ratio is a comfortable 64% but the company is not cash flow positive. Trailing yield: 3.3%. Lower than top quartile of Thai dividend payers (6.3%). Lower than average of industry peers (6.8%).
Declared Dividend • Feb 25Final dividend of ฿0.10 announcedShareholders will receive a dividend of ฿0.10. Ex-date: 7th March 2024 Payment date: 29th April 2024 Dividend yield will be 5.8%, which is lower than the industry average of 7.1%. Sustainability & Growth Dividend is covered by earnings (64% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. Earnings per share has grown by 15% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Reported Earnings • Feb 24Full year 2023 earnings released: EPS: ฿0.41 (vs ฿0.12 in FY 2022)Full year 2023 results: EPS: ฿0.41 (up from ฿0.12 in FY 2022). Revenue: ฿1.76b (up 2.5% from FY 2022). Net income: ฿274.7m (up 248% from FY 2022). Profit margin: 16% (up from 4.6% in FY 2022). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.
お知らせ • Feb 23+ 1 more updateUAC Global Public Company Limited, Annual General Meeting, Apr 18, 2024UAC Global Public Company Limited, Annual General Meeting, Apr 18, 2024, at 14:00 SE Asia Standard Time. Agenda: To acknowledge the Company's operating results for the year of 2023; to consider and approve the financial statements during the period of 1st January to 31st December 2023; to consider and approve annual dividend payment the year 2023; to consider and approve the election of directors to replace who those retiring by rotation; to consider and approve the remuneration of directors for the year 2024 and Bonus for Non-Executive Directors for the year 2023; to consider and appoint the Company's auditor and fixing the remuneration of auditing fee for the year 2024; to consider and approve the Company's registered capital decrease from and amendment of the Company's Memorandum of Association No. 4 in accordance with the capital decrease; and to consider other business (if any).
New Risk • Nov 13New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 93% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite having no free cash flows. Large one-off items impacting financial results. Market cap is less than US$100m (฿2.52b market cap, or US$70.0m).
Reported Earnings • Nov 11Third quarter 2023 earnings released: EPS: ฿0.11 (vs ฿0.008 loss in 3Q 2022)Third quarter 2023 results: EPS: ฿0.11 (up from ฿0.008 loss in 3Q 2022). Revenue: ฿470.8m (up 11% from 3Q 2022). Net income: ฿76.4m (up ฿81.7m from 3Q 2022). Profit margin: 16% (up from net loss in 3Q 2022). The move to profitability was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
New Risk • Aug 15New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 250% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 95% Cash payout ratio: 138% Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (9.0% net profit margin). Market cap is less than US$100m (฿2.59b market cap, or US$73.2m).
Reported Earnings • Aug 12Second quarter 2023 earnings released: EPS: ฿0.14 (vs ฿0.027 in 2Q 2022)Second quarter 2023 results: EPS: ฿0.14 (up from ฿0.027 in 2Q 2022). Revenue: ฿442.5m (up 21% from 2Q 2022). Net income: ฿92.1m (up 412% from 2Q 2022). Profit margin: 21% (up from 4.9% in 2Q 2022). Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
New Risk • Jun 21New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 338% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite having no free cash flows. Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (5.3% net profit margin). Market cap is less than US$100m (฿2.63b market cap, or US$75.5m).
Upcoming Dividend • May 23Upcoming dividend of ฿0.12 per share at 3.0% yieldEligible shareholders must have bought the stock before 30 May 2023. Payment date: 09 June 2023. Payout ratio is on the higher end at 89% but the company is not cash flow positive. Trailing yield: 3.0%. Lower than top quartile of Thai dividend payers (6.4%). Lower than average of industry peers (6.9%).
Reported Earnings • May 18First quarter 2023 earnings released: EPS: ฿0.13 (vs ฿0.11 in 1Q 2022)First quarter 2023 results: EPS: ฿0.13 (up from ฿0.11 in 1Q 2022). Revenue: ฿497.6m (down 4.9% from 1Q 2022). Net income: ฿85.3m (up 19% from 1Q 2022). Profit margin: 17% (up from 14% in 1Q 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.
Upcoming Dividend • Mar 02Upcoming dividend of ฿0.12 per share at 6.3% yieldEligible shareholders must have bought the stock before 09 March 2023. Payment date: 19 April 2023. Payout ratio is on the higher end at 96%, and the cash payout ratio is above 100%. Trailing yield: 6.3%. Within top quartile of Thai dividend payers (5.7%). In line with average of industry peers (6.6%).
Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 7 highly experienced directors. 3 independent directors (4 non-independent directors). Independent Vice Chairman Aekkachai Nittayakasetwat was the last independent director to join the board, commencing their role in 2010. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Aug 07Second quarter 2022 earnings released: EPS: ฿0.27 (vs ฿0.085 in 2Q 2021)Second quarter 2022 results: EPS: ฿0.27. Revenue: ฿366.5m (down 4.5% from 2Q 2021). Net income: ฿18.0m (down 68% from 2Q 2021). Profit margin: 4.9% (down from 15% in 2Q 2021). The decrease in margin was primarily driven by higher expenses.
Reported Earnings • May 16First quarter 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2022 results: EPS: ฿0.11 (down from ฿0.12 in 1Q 2021). Revenue: ฿523.1m (up 56% from 1Q 2021). Net income: ฿71.9m (down 6.7% from 1Q 2021). Profit margin: 14% (down from 23% in 1Q 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 6.2%. Earnings per share (EPS) missed analyst estimates by 4.2%. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.
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. No experienced directors. 7 highly experienced directors. 3 independent directors (4 non-independent directors). Independent Vice Chairman Aekkachai Nittayakasetwat was the last independent director to join the board, commencing their role in 2010. 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 • Apr 09UAC Global Public Company Limited Approves Dividend for the 2021, Payable on May 6, 2022UAC Global Public Company Limited approved the dividend payment for the 2021 performance to shareholders at the rate of THB 0.28 per share. The Company has already paid the interim dividend at the rate of THB 0.08 per share. Therefore, the remaining dividend would be at the rate of THB 0.20 per share. The record date to entitle rightful shareholders who may receive the dividend was on March 11, 2022. The dividend payment will be made on May 6, 2022.
Upcoming Dividend • Mar 03Upcoming dividend of ฿0.20 per shareEligible shareholders must have bought the stock before 10 March 2022. Payment date: 06 May 2022. Payout ratio is a comfortable 59% but the company is not cash flow positive. Trailing yield: 3.2%. Lower than top quartile of Thai dividend payers (5.2%). Lower than average of industry peers (4.3%).
Reported Earnings • Feb 28Full year 2021 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2021 results: EPS: ฿0.37 (down from ฿0.41 in FY 2020). Revenue: ฿1.52b (up 20% from FY 2020). Net income: ฿246.8m (down 9.0% from FY 2020). Profit margin: 16% (down from 21% in FY 2020). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 6.2%. Earnings per share (EPS) missed analyst estimates by 4.2%. Over the last 3 years on average, earnings per share has increased by 31% per year whereas the company’s share price has increased by 27% per year.
お知らせ • Feb 26+ 1 more updateUAC Global Public Company Limited Proposes Dividend Payment for the Year 2021, Payable on May 6, 2022UAC Global Public Company Limited at its Board of Directors' Meeting held on February 24, 2022, approved to propose the Shareholder's meeting to consider and approve the dividend payment for the year 2021 operating performance of THB 0.28 per share, totaling THB 186,929,735.72, or dividend payout ratio at 72.46% of the net profit after corporate tax and legal reserve of the separated financial statements, of which THB 0.08 THB per share, totaling THB 53,408,495.92 was paid as an interim dividend on January 17, 2022. The final dividend payment will be THB 0.20 per share, totaling THB 133,521,239.80 will be paid from the net profit. The record date for the names of shareholders who have rights to receive the dividends scheduled to be on March 11, 2022 and dividend payment shall be made on May 6, 2022. However, the rights to receive dividend is subjected to the approval of Shareholders at the 2022 Annual General Meeting.
Valuation Update With 7 Day Price Move • Feb 17Investor sentiment improved over the past weekAfter last week's 27% share price gain to ฿7.80, the stock trades at a trailing P/E ratio of 17.4x. Average trailing P/E is 20x in the Trade Distributors industry in Thailand. Total returns to shareholders of 137% over the past three years.
Valuation Update With 7 Day Price Move • Jan 24Investor sentiment deteriorated over the past weekAfter last week's 25% share price decline to ฿5.15, the stock trades at a trailing P/E ratio of 11.5x. Average trailing P/E is 22x in the Trade Distributors industry in Thailand. Total returns to shareholders of 55% over the past three years.
Upcoming Dividend • Dec 28Upcoming dividend of ฿0.08 per shareEligible shareholders must have bought the stock before 04 January 2022. Payment date: 17 January 2022. Payout ratio is a comfortable 49% but the company is not cash flow positive. Trailing yield: 3.7%. Lower than top quartile of Thai dividend payers (5.0%). Lower than average of industry peers (4.3%).
Valuation Update With 7 Day Price Move • Dec 27Investor sentiment improved over the past weekAfter last week's 18% share price gain to ฿5.90, the stock trades at a trailing P/E ratio of 13.1x. Average trailing P/E is 21x in the Trade Distributors industry in Thailand. Total returns to shareholders of 68% over the past three years.
Reported Earnings • Nov 07Third quarter 2021 earnings released: EPS ฿0.09 (vs ฿0.048 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: ฿435.6m (up 58% from 3Q 2020). Net income: ฿58.4m (up 81% from 3Q 2020). Profit margin: 13% (up from 12% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Aug 09Second quarter 2021 earnings released: EPS ฿0.085 (vs ฿0.04 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: ฿374.9m (up 6.2% from 2Q 2020). Net income: ฿56.8m (up 115% from 2Q 2020). Profit margin: 15% (up from 7.5% in 2Q 2020). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
Reported Earnings • May 15First quarter 2021 earnings released: EPS ฿0.12 (vs ฿0.16 in 1Q 2020)The company reported a poor first quarter result with weaker earnings, revenues and profit margins. First quarter 2021 results: Revenue: ฿340.2m (down 7.2% from 1Q 2020). Net income: ฿77.1m (down 27% from 1Q 2020). Profit margin: 23% (down from 29% in 1Q 2020). Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Mar 08Upcoming Dividend of ฿0.14 Per ShareWill be paid on the 7th of May to those who are registered shareholders by the 15th of March. The trailing yield of 4.3% is below the top quartile of Thai dividend payers (5.6%), but is in line with industry peers (4.6%).
Reported Earnings • Feb 27Full year 2020 earnings released: EPS ฿0.41 (vs ฿0.24 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: ฿1.29b (down 55% from FY 2019). Net income: ฿271.2m (up 66% from FY 2019). Profit margin: 21% (up from 5.7% 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 21% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
お知らせ • Feb 26UAC Global Public Company Limited, Annual General Meeting, Apr 08, 2021UAC Global Public Company Limited, Annual General Meeting, Apr 08, 2021, at 14:00 SE Asia Standard Time. Location: Floor 25th, TP&T Tower, No. 1 Soi Vibhavadirangsit Road, Chatuchak Sub-district, Chatuchak District Bangkok Thailand Agenda: To consider and approve the minutes of 2020 annual general meeting of shareholders; to acknowledge the company's operating results for the year of 2020; to consider and approve the financial statements during the period of 1st January to 31st December 2020; to consider and approve annual dividend payment the year 2020; and other business.
Is New 90 Day High Low • Feb 18New 90-day high: ฿4.68The company is up 19% from its price of ฿3.94 on 20 November 2020. The Thai market is up 11% over the last 90 days, indicating the company outperformed over that time. However, its price trend is similar to the Trade Distributors industry, which is also up 19% over the same period.
Is New 90 Day High Low • Feb 02New 90-day high: ฿4.50The company is up 11% from its price of ฿4.06 on 04 November 2020. The Thai market is up 22% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Trade Distributors industry, which is up 13% over the same period.
Is New 90 Day High Low • Dec 16New 90-day high: ฿4.32The company is up 16% from its price of ฿3.72 on 17 September 2020. The Thai market is up 15% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Trade Distributors industry, which is down 1.0% over the same period.
Reported Earnings • Nov 12Third quarter 2020 earnings released: EPS ฿0.048The company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2020 results: Revenue: ฿285.3m (down 21% from 3Q 2019). Net income: ฿32.2m (up 156% from 3Q 2019). Profit margin: 11% (up from 3.5% in 3Q 2019). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
Is New 90 Day High Low • Nov 03New 90-day high: ฿4.00The company is up 4.0% from its price of ฿3.84 on 05 August 2020. The Thai market is down 9.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Trade Distributors industry, which is up 5.0% over the same period.
