View ValuationSun Vending Technology 将来の成長Future 基準チェック /06現在、 Sun Vending Technology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Consumer Retailing 収益成長16.0%収益成長率n/a将来の株主資本利益率n/aアナリストカバレッジNone最終更新日n/a今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesDeclared Dividend • Mar 01Dividend of ฿0.05 announcedShareholders will receive a dividend of ฿0.05. Ex-date: 13th March 2026 Payment date: 19th May 2026 Dividend yield will be 3.8%, which is higher than the industry average of 1.7%. Sustainability & Growth Dividend is well covered by both earnings (36% earnings payout ratio) and cash flows (20% cash payout ratio). The dividend has increased by an average of 3.0% per year over the past 4 years. However, payments have been volatile during that time. Earnings per share has remained steady over the last 5 years. Unless this trend deteriorates, it should provide adequate earnings cover for the dividend.お知らせ • Feb 27Sun Vending Technology Public Company Limited announces Annual dividend, payable on May 19, 2026Sun Vending Technology Public Company Limited announced Annual dividend of THB 0.0500 per share payable on May 19, 2026, ex-date on March 13, 2026 and record date on March 16, 2026.お知らせ • Feb 26Sun Vending Technology Public Company Limited, Annual General Meeting, Apr 21, 2026Sun Vending Technology Public Company Limited, Annual General Meeting, Apr 21, 2026, at 10:00 SE Asia Standard Time. Location: meeting room, 3rd floor, town hall, sun vending, technology public company limited, 34 bangkok kreetha road, huamark, bang kapi, bangkok 10240, ThailandReported Earnings • Nov 15Third quarter 2025 earnings released: EPS: ฿0.04 (vs ฿0.03 in 3Q 2024)Third quarter 2025 results: EPS: ฿0.04 (up from ฿0.03 in 3Q 2024). Revenue: ฿733.0m (up 5.4% from 3Q 2024). Net income: ฿27.2m (up 29% from 3Q 2024). Profit margin: 3.7% (up from 3.0% in 3Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has fallen by 32% per year, which means it is significantly lagging earnings.New Risk • Oct 02New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Thai stocks, typically moving 6.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.7% average weekly change). Market cap is less than US$100m (฿959.0m market cap, or US$29.5m).Buy Or Sell Opportunity • Sep 25Now 20% undervaluedOver the last 90 days, the stock has risen 27% to ฿1.42. The fair value is estimated to be ฿1.78, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.2% over the last 3 years. Earnings per share has declined by 3.1%.Board Change • Sep 18Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was an independent director. The company's board is composed of: 1 new director. 8 experienced directors. No highly experienced directors. 4 independent directors (5 non-independent directors). Independent Director Yodphot Wongrukmit was the last independent director to join the board, commencing their role in 2023. 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 16Second quarter 2025 earnings released: EPS: ฿0.03 (vs ฿0.04 in 2Q 2024)Second quarter 2025 results: EPS: ฿0.03 (down from ฿0.04 in 2Q 2024). Revenue: ฿687.8m (up 5.0% from 2Q 2024). Net income: ฿23.1m (down 12% from 2Q 2024). Profit margin: 3.4% (down from 4.0% in 2Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has fallen by 32% per year, which means it is performing significantly worse than earnings.Valuation Update With 7 Day Price Move • Jul 21Investor sentiment improves as stock rises 19%After last week's 19% share price gain to ฿1.35, the stock trades at a trailing P/E ratio of 11.4x. Average trailing P/E is 15x in the Consumer Retailing industry in Thailand. Total loss to shareholders of 61% over the past three years.Reported Earnings • May 17First quarter 2025 earnings released: EPS: ฿0.03 (vs ฿0.024 in 1Q 2024)First quarter 2025 results: EPS: ฿0.03 (up from ฿0.024 in 1Q 2024). Revenue: ฿664.2m (up 7.2% from 1Q 2024). Net income: ฿24.1m (up 45% from 1Q 2024). Profit margin: 3.6% (up from 2.7% in 1Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has fallen by 32% per year, which means it is performing significantly worse than earnings.お知らせ • Apr 22Sun Vending Technology Public Company Limited Approves Cash Dividend for the Year Ended 31 December 2024, Payable on 19 May 2025Sun Vending Technology Public Company Limited at its Annual General Meeting of Shareholders for the Year 2025, held on 21 April 2025, approved cash dividend payments for the year ended 31 December 2024 at the dividend rate of THB 0.045 per share for 700 million ordinary shares, equivalent to a total dividend amount of THB 31,500,000, the record date to identify shareholders who have the right to a dividend is on 12 March 2025, and the dividend payment is on 19 May 2025, by an affirmative resolution passed by majority votes of the total number of votes of all shareholders presenting at the Meeting.New Risk • Mar 06New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 3.3% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (฿987.0m market cap, or US$29.4m).Declared Dividend • Feb 28Dividend of ฿0.045 announcedShareholders will receive a dividend of ฿0.045. Ex-date: 11th March 2025 Payment date: 19th May 2025 Dividend yield will be 3.3%, which is higher than the industry average of 1.7%. Sustainability & Growth Dividend is well covered by both earnings (39% earnings payout ratio) and cash flows (25% cash payout ratio). The dividend has decreased over the past 36 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to decline by 57% to shift the payout ratio to a potentially unsustainable range, which is more than the 2.6% EPS decline seen over the last 5 years.お知らせ • Feb 27+ 1 more updateSun Vending Technology Public Company Limited Proposes Dividend for the Operating Period from January 1, 2024 to December 31, 2024, Payable May 19, 2025Sun Vending Technology Public Company Limited proposed dividend of THB 0.045 per share for the Operating Period from January 1, 2024 to December 31, 2024. Ex-dividend date is March 11, 2025, Record date for the right to receive dividends is March 12, 2025 and Payment date May 19, 2025.Valuation Update With 7 Day Price Move • Sep 05Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ฿1.92, the stock trades at a trailing P/E ratio of 20x. Average trailing P/E is 23x in the Consumer Retailing industry in Thailand. Total loss to shareholders of 25% over the past year.Reported Earnings • Aug 11Second quarter 2024 earnings released: EPS: ฿0.04 (vs ฿0.02 in 2Q 2023)Second quarter 2024 results: EPS: ฿0.04 (up from ฿0.02 in 2Q 2023). Revenue: ฿655.1m (up 12% from 2Q 2023). Net income: ฿26.4m (up 79% from 2Q 2023). Profit margin: 4.0% (up from 2.5% in 2Q 2023). The increase in margin was driven by higher revenue.New Risk • Jun 28New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Thai stocks, typically moving 7.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (7.3% average weekly change). Profit margins are more than 30% lower than last year (2.3% net profit margin). Market cap is less than US$100m (฿1.20b market cap, or US$32.8m).Valuation Update With 7 Day Price Move • Jun 27Investor sentiment improves as stock rises 21%After last week's 21% share price gain to ฿1.53, the stock trades at a trailing P/E ratio of 19.3x. Average trailing P/E is 22x in the Consumer Retailing industry in Thailand. Total loss to shareholders of 38% over the past year.Reported Earnings • May 16First quarter 2024 earnings released: EPS: ฿0.02 (vs ฿0.03 in 1Q 2023)First quarter 2024 results: EPS: ฿0.02 (down from ฿0.03 in 1Q 2023). Revenue: ฿619.8m (up 5.8% from 1Q 2023). Net income: ฿16.7m (down 18% from 1Q 2023). Profit margin: 2.7% (down from 3.5% in 1Q 2023). The decrease in margin was driven by higher expenses.Upcoming Dividend • Mar 04Upcoming dividend of ฿0.035 per shareEligible shareholders must have bought the stock before 11 March 2024. Payment date: 20 May 2024. Payout ratio is a comfortable 54% but the company is not cash flow positive. Trailing yield: 2.6%. Lower than top quartile of Thai dividend payers (6.3%). Higher than average of industry peers (1.9%).お知らせ • Feb 29Sun Vending Technology Public Company Limited Proposes Dividend for the Operating Period from January 1, 2023 to December 31, 2023, payable on May 20, 2024Sun Vending Technology Public Company Limited proposed dividend of THB 0.035 per share for the Operating Period from January 1, 2023 to December 31, 2023. Ex-dividend date March 11, Record date for the right to receive dividends March 12, 2024 and Payment date May 20, 2024.Declared Dividend • Feb 29Dividend reduced to ฿0.035Dividend of ฿0.035 is 30% lower than last year. Ex-date: 11th March 2024 Payment date: 20th May 2024 Dividend yield will be 1.8%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by earnings (54% 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 increased by an average of 12% per year over the past 2 years and payments have been stable during that time. The company's earnings per share (EPS) would need to decline by 40% to shift the payout ratio to a potentially unsustainable range, which is more than the 7.3% EPS decline seen over the last 5 years.お知らせ • Feb 28Sun Vending Technology Public Company Limited, Annual General Meeting, Apr 23, 2024Sun Vending Technology Public Company Limited, Annual General Meeting, Apr 23, 2024, at 10:00 SE Asia Standard Time. Agenda: To acknowledge the operational performance report of the company for the past year; to consider approving the financial statements of the company for the fiscal year 2023 for the accounting period ending on 31 December, 2023; to consider approving the election of directors to replace those whose terms have expired; to consider reducing the number of company directors; to consider approving the remuneration of directors for the year 2024; and to consider other matters.Reported Earnings • Feb 28Full year 2023 earnings released: EPS: ฿0.08 (vs ฿0.12 in FY 2022)Full year 2023 results: EPS: ฿0.08 (down from ฿0.12 in FY 2022). Revenue: ฿2.36b (up 5.1% from FY 2022). Net income: ฿59.1m (down 31% from FY 2022). Profit margin: 2.5% (down from 3.8% in FY 2022). The decrease in margin was driven by higher expenses.Valuation Update With 7 Day Price Move • Dec 29Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ฿2.16, the stock trades at a trailing P/E ratio of 23x. Average trailing P/E is 28x in the Consumer Retailing industry in Thailand. Total loss to shareholders of 32% over the past year.Valuation Update With 7 Day Price Move • Nov 27Investor sentiment improves as stock rises 19%After last week's 19% share price gain to ฿2.16, the stock trades at a trailing P/E ratio of 23x. Average trailing P/E is 27x in the Consumer Retailing industry in Thailand. Total loss to shareholders of 39% over the past year.Reported Earnings • Nov 14Third quarter 2023 earnings released: EPS: ฿0.03 (vs ฿0.039 in 3Q 2022)Third quarter 2023 results: EPS: ฿0.03 (down from ฿0.039 in 3Q 2022). Revenue: ฿614.2m (up 3.4% from 3Q 2022). Net income: ฿18.1m (down 34% from 3Q 2022). Profit margin: 2.9% (down from 4.6% in 3Q 2022). The decrease in margin was driven by higher expenses.Reported Earnings • Aug 12Second quarter 2023 earnings released: EPS: ฿0.02 (vs ฿0.033 in 2Q 2022)Second quarter 2023 results: EPS: ฿0.02 (down from ฿0.033 in 2Q 2022). Revenue: ฿585.0m (up 6.9% from 2Q 2022). Net income: ฿14.8m (down 36% from 2Q 2022). Profit margin: 2.5% (down from 4.2% in 2Q 2022). The decrease in margin was driven by higher expenses.お知らせ • Aug 11Sun Vending Technology Public Company Limited Announces Board ChangesSun Vending Technology Public Company Limited announced that the Board of Directors' Meeting held on August 10, 2023, was resolved as follows: Acknowledged Mr. Nattapon Dejvitak resigned from the position of Director effective from July 31, 2023 onwards. And approved appointment of Mr. Yodphot Wongrukmit as the Independent Director instead of Mr. Nattapon Dejvitak effective from August 10, 2023 onwards. 2. Acknowledged Mr. Krittinai Lertsitthisak resigned from the position of Chairman of the Audit Committee and Member of the Nomination and Remuneration Committee effective from August 15, 2023 onwards. And Approved appointment of Dr. Suvit Thaniyavarn as the Director of Audit Committee effective from August 15, 2023 onwards.New Risk • Jul 13New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. The company is paying a dividend despite having no free cash flows. Dividend yield: 2.2% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (21% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Market cap is less than US$100m (฿1.61b market cap, or US$46.6m).Valuation Update With 7 Day Price Move • Jun 21Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ฿2.78, the stock trades at a trailing P/E ratio of 23.3x. Average trailing P/E is 40x in the Consumer Retailing industry in Thailand. Total loss to shareholders of 24% over the past year.Upcoming Dividend • Mar 02Upcoming dividend of ฿0.05 per share at 1.1% yieldEligible shareholders must have bought the stock before 09 March 2023. Payment date: 19 May 2023. Payout ratio is a comfortable 32% but the company is not cash flow positive. Trailing yield: 1.1%. Lower than top quartile of Thai dividend payers (5.7%). Lower than average of industry peers (1.6%).Reported Earnings • Nov 10Third quarter 2022 earnings released: EPS: ฿0.04 (vs ฿0.026 in 3Q 2021)Third quarter 2022 results: EPS: ฿0.04 (up from ฿0.026 in 3Q 2021). Revenue: ฿594.1m (up 23% from 3Q 2021). Net income: ฿27.6m (up 106% from 3Q 2021). Profit margin: 4.6% (up from 2.8% in 3Q 2021). The increase in margin was driven by higher revenue.Reported Earnings • Aug 16Second quarter 2022 earnings released: EPS: ฿0.033 (vs ฿0.036 in 2Q 2021)Second quarter 2022 results: EPS: ฿0.033. Revenue: ฿547.3m (up 13% from 2Q 2021). Net income: ฿23.2m (up 28% from 2Q 2021). Profit margin: 4.2% (up from 3.7% in 2Q 2021). The increase in margin was driven by higher revenue.Valuation Update With 7 Day Price Move • Apr 11Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to ฿4.34, the stock trades at a trailing P/E ratio of 45.6x. Average trailing P/E is 22x in the Online Retail industry in Asia. 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、Sun Vending Technology 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:SVT - 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12/31/20252,77788159313N/A9/30/20252,75886135305N/A6/30/20252,7208095275N/A3/31/20252,6878383262N/A12/31/20242,6427699263N/A9/30/20242,54470108272N/A6/30/20242,4636776246N/A3/31/20242,39356-34150N/A12/31/20232,35959-80154N/A9/30/20232,34966-157106N/A6/30/20232,32975-162115N/A3/31/20232,29284-127151N/A12/31/20222,24585-152115N/A9/30/20222,18887-130129N/A6/30/20222,07772-108108N/A3/31/20222,01467-9490N/A12/31/20211,96367-39111N/A9/30/20211,9126218141N/A6/30/20211,8756546164N/A3/31/20211,8236231167N/A12/31/20201,76756-4990N/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: SVTの予測収益成長が 貯蓄率 ( 2.2% ) を上回っているかどうかを判断するにはデータが不十分です。収益対市場: SVT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: SVT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: SVT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: SVT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: SVT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7D1Y7D1Y7D1YConsumer-retailing 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/20 04:37終値2026/05/20 00:00収益2025/12/31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Sun Vending Technology Public Company Limited 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。1 アナリスト機関Sirikarn KrisnipatKrungsri Securities Public Company Limited
Declared Dividend • Mar 01Dividend of ฿0.05 announcedShareholders will receive a dividend of ฿0.05. Ex-date: 13th March 2026 Payment date: 19th May 2026 Dividend yield will be 3.8%, which is higher than the industry average of 1.7%. Sustainability & Growth Dividend is well covered by both earnings (36% earnings payout ratio) and cash flows (20% cash payout ratio). The dividend has increased by an average of 3.0% per year over the past 4 years. However, payments have been volatile during that time. Earnings per share has remained steady over the last 5 years. Unless this trend deteriorates, it should provide adequate earnings cover for the dividend.
お知らせ • Feb 27Sun Vending Technology Public Company Limited announces Annual dividend, payable on May 19, 2026Sun Vending Technology Public Company Limited announced Annual dividend of THB 0.0500 per share payable on May 19, 2026, ex-date on March 13, 2026 and record date on March 16, 2026.
お知らせ • Feb 26Sun Vending Technology Public Company Limited, Annual General Meeting, Apr 21, 2026Sun Vending Technology Public Company Limited, Annual General Meeting, Apr 21, 2026, at 10:00 SE Asia Standard Time. Location: meeting room, 3rd floor, town hall, sun vending, technology public company limited, 34 bangkok kreetha road, huamark, bang kapi, bangkok 10240, Thailand
Reported Earnings • Nov 15Third quarter 2025 earnings released: EPS: ฿0.04 (vs ฿0.03 in 3Q 2024)Third quarter 2025 results: EPS: ฿0.04 (up from ฿0.03 in 3Q 2024). Revenue: ฿733.0m (up 5.4% from 3Q 2024). Net income: ฿27.2m (up 29% from 3Q 2024). Profit margin: 3.7% (up from 3.0% in 3Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has fallen by 32% per year, which means it is significantly lagging earnings.
New Risk • Oct 02New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Thai stocks, typically moving 6.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.7% average weekly change). Market cap is less than US$100m (฿959.0m market cap, or US$29.5m).
Buy Or Sell Opportunity • Sep 25Now 20% undervaluedOver the last 90 days, the stock has risen 27% to ฿1.42. The fair value is estimated to be ฿1.78, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.2% over the last 3 years. Earnings per share has declined by 3.1%.
Board Change • Sep 18Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was an independent director. The company's board is composed of: 1 new director. 8 experienced directors. No highly experienced directors. 4 independent directors (5 non-independent directors). Independent Director Yodphot Wongrukmit was the last independent director to join the board, commencing their role in 2023. 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 16Second quarter 2025 earnings released: EPS: ฿0.03 (vs ฿0.04 in 2Q 2024)Second quarter 2025 results: EPS: ฿0.03 (down from ฿0.04 in 2Q 2024). Revenue: ฿687.8m (up 5.0% from 2Q 2024). Net income: ฿23.1m (down 12% from 2Q 2024). Profit margin: 3.4% (down from 4.0% in 2Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has fallen by 32% per year, which means it is performing significantly worse than earnings.
Valuation Update With 7 Day Price Move • Jul 21Investor sentiment improves as stock rises 19%After last week's 19% share price gain to ฿1.35, the stock trades at a trailing P/E ratio of 11.4x. Average trailing P/E is 15x in the Consumer Retailing industry in Thailand. Total loss to shareholders of 61% over the past three years.
Reported Earnings • May 17First quarter 2025 earnings released: EPS: ฿0.03 (vs ฿0.024 in 1Q 2024)First quarter 2025 results: EPS: ฿0.03 (up from ฿0.024 in 1Q 2024). Revenue: ฿664.2m (up 7.2% from 1Q 2024). Net income: ฿24.1m (up 45% from 1Q 2024). Profit margin: 3.6% (up from 2.7% in 1Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has fallen by 32% per year, which means it is performing significantly worse than earnings.
お知らせ • Apr 22Sun Vending Technology Public Company Limited Approves Cash Dividend for the Year Ended 31 December 2024, Payable on 19 May 2025Sun Vending Technology Public Company Limited at its Annual General Meeting of Shareholders for the Year 2025, held on 21 April 2025, approved cash dividend payments for the year ended 31 December 2024 at the dividend rate of THB 0.045 per share for 700 million ordinary shares, equivalent to a total dividend amount of THB 31,500,000, the record date to identify shareholders who have the right to a dividend is on 12 March 2025, and the dividend payment is on 19 May 2025, by an affirmative resolution passed by majority votes of the total number of votes of all shareholders presenting at the Meeting.
New Risk • Mar 06New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 3.3% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (฿987.0m market cap, or US$29.4m).
Declared Dividend • Feb 28Dividend of ฿0.045 announcedShareholders will receive a dividend of ฿0.045. Ex-date: 11th March 2025 Payment date: 19th May 2025 Dividend yield will be 3.3%, which is higher than the industry average of 1.7%. Sustainability & Growth Dividend is well covered by both earnings (39% earnings payout ratio) and cash flows (25% cash payout ratio). The dividend has decreased over the past 36 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to decline by 57% to shift the payout ratio to a potentially unsustainable range, which is more than the 2.6% EPS decline seen over the last 5 years.
お知らせ • Feb 27+ 1 more updateSun Vending Technology Public Company Limited Proposes Dividend for the Operating Period from January 1, 2024 to December 31, 2024, Payable May 19, 2025Sun Vending Technology Public Company Limited proposed dividend of THB 0.045 per share for the Operating Period from January 1, 2024 to December 31, 2024. Ex-dividend date is March 11, 2025, Record date for the right to receive dividends is March 12, 2025 and Payment date May 19, 2025.
Valuation Update With 7 Day Price Move • Sep 05Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ฿1.92, the stock trades at a trailing P/E ratio of 20x. Average trailing P/E is 23x in the Consumer Retailing industry in Thailand. Total loss to shareholders of 25% over the past year.
Reported Earnings • Aug 11Second quarter 2024 earnings released: EPS: ฿0.04 (vs ฿0.02 in 2Q 2023)Second quarter 2024 results: EPS: ฿0.04 (up from ฿0.02 in 2Q 2023). Revenue: ฿655.1m (up 12% from 2Q 2023). Net income: ฿26.4m (up 79% from 2Q 2023). Profit margin: 4.0% (up from 2.5% in 2Q 2023). The increase in margin was driven by higher revenue.
New Risk • Jun 28New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Thai stocks, typically moving 7.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (7.3% average weekly change). Profit margins are more than 30% lower than last year (2.3% net profit margin). Market cap is less than US$100m (฿1.20b market cap, or US$32.8m).
Valuation Update With 7 Day Price Move • Jun 27Investor sentiment improves as stock rises 21%After last week's 21% share price gain to ฿1.53, the stock trades at a trailing P/E ratio of 19.3x. Average trailing P/E is 22x in the Consumer Retailing industry in Thailand. Total loss to shareholders of 38% over the past year.
Reported Earnings • May 16First quarter 2024 earnings released: EPS: ฿0.02 (vs ฿0.03 in 1Q 2023)First quarter 2024 results: EPS: ฿0.02 (down from ฿0.03 in 1Q 2023). Revenue: ฿619.8m (up 5.8% from 1Q 2023). Net income: ฿16.7m (down 18% from 1Q 2023). Profit margin: 2.7% (down from 3.5% in 1Q 2023). The decrease in margin was driven by higher expenses.
Upcoming Dividend • Mar 04Upcoming dividend of ฿0.035 per shareEligible shareholders must have bought the stock before 11 March 2024. Payment date: 20 May 2024. Payout ratio is a comfortable 54% but the company is not cash flow positive. Trailing yield: 2.6%. Lower than top quartile of Thai dividend payers (6.3%). Higher than average of industry peers (1.9%).
お知らせ • Feb 29Sun Vending Technology Public Company Limited Proposes Dividend for the Operating Period from January 1, 2023 to December 31, 2023, payable on May 20, 2024Sun Vending Technology Public Company Limited proposed dividend of THB 0.035 per share for the Operating Period from January 1, 2023 to December 31, 2023. Ex-dividend date March 11, Record date for the right to receive dividends March 12, 2024 and Payment date May 20, 2024.
Declared Dividend • Feb 29Dividend reduced to ฿0.035Dividend of ฿0.035 is 30% lower than last year. Ex-date: 11th March 2024 Payment date: 20th May 2024 Dividend yield will be 1.8%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by earnings (54% 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 increased by an average of 12% per year over the past 2 years and payments have been stable during that time. The company's earnings per share (EPS) would need to decline by 40% to shift the payout ratio to a potentially unsustainable range, which is more than the 7.3% EPS decline seen over the last 5 years.
お知らせ • Feb 28Sun Vending Technology Public Company Limited, Annual General Meeting, Apr 23, 2024Sun Vending Technology Public Company Limited, Annual General Meeting, Apr 23, 2024, at 10:00 SE Asia Standard Time. Agenda: To acknowledge the operational performance report of the company for the past year; to consider approving the financial statements of the company for the fiscal year 2023 for the accounting period ending on 31 December, 2023; to consider approving the election of directors to replace those whose terms have expired; to consider reducing the number of company directors; to consider approving the remuneration of directors for the year 2024; and to consider other matters.
Reported Earnings • Feb 28Full year 2023 earnings released: EPS: ฿0.08 (vs ฿0.12 in FY 2022)Full year 2023 results: EPS: ฿0.08 (down from ฿0.12 in FY 2022). Revenue: ฿2.36b (up 5.1% from FY 2022). Net income: ฿59.1m (down 31% from FY 2022). Profit margin: 2.5% (down from 3.8% in FY 2022). The decrease in margin was driven by higher expenses.
Valuation Update With 7 Day Price Move • Dec 29Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ฿2.16, the stock trades at a trailing P/E ratio of 23x. Average trailing P/E is 28x in the Consumer Retailing industry in Thailand. Total loss to shareholders of 32% over the past year.
Valuation Update With 7 Day Price Move • Nov 27Investor sentiment improves as stock rises 19%After last week's 19% share price gain to ฿2.16, the stock trades at a trailing P/E ratio of 23x. Average trailing P/E is 27x in the Consumer Retailing industry in Thailand. Total loss to shareholders of 39% over the past year.
Reported Earnings • Nov 14Third quarter 2023 earnings released: EPS: ฿0.03 (vs ฿0.039 in 3Q 2022)Third quarter 2023 results: EPS: ฿0.03 (down from ฿0.039 in 3Q 2022). Revenue: ฿614.2m (up 3.4% from 3Q 2022). Net income: ฿18.1m (down 34% from 3Q 2022). Profit margin: 2.9% (down from 4.6% in 3Q 2022). The decrease in margin was driven by higher expenses.
Reported Earnings • Aug 12Second quarter 2023 earnings released: EPS: ฿0.02 (vs ฿0.033 in 2Q 2022)Second quarter 2023 results: EPS: ฿0.02 (down from ฿0.033 in 2Q 2022). Revenue: ฿585.0m (up 6.9% from 2Q 2022). Net income: ฿14.8m (down 36% from 2Q 2022). Profit margin: 2.5% (down from 4.2% in 2Q 2022). The decrease in margin was driven by higher expenses.
お知らせ • Aug 11Sun Vending Technology Public Company Limited Announces Board ChangesSun Vending Technology Public Company Limited announced that the Board of Directors' Meeting held on August 10, 2023, was resolved as follows: Acknowledged Mr. Nattapon Dejvitak resigned from the position of Director effective from July 31, 2023 onwards. And approved appointment of Mr. Yodphot Wongrukmit as the Independent Director instead of Mr. Nattapon Dejvitak effective from August 10, 2023 onwards. 2. Acknowledged Mr. Krittinai Lertsitthisak resigned from the position of Chairman of the Audit Committee and Member of the Nomination and Remuneration Committee effective from August 15, 2023 onwards. And Approved appointment of Dr. Suvit Thaniyavarn as the Director of Audit Committee effective from August 15, 2023 onwards.
New Risk • Jul 13New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. The company is paying a dividend despite having no free cash flows. Dividend yield: 2.2% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (21% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Market cap is less than US$100m (฿1.61b market cap, or US$46.6m).
Valuation Update With 7 Day Price Move • Jun 21Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ฿2.78, the stock trades at a trailing P/E ratio of 23.3x. Average trailing P/E is 40x in the Consumer Retailing industry in Thailand. Total loss to shareholders of 24% over the past year.
Upcoming Dividend • Mar 02Upcoming dividend of ฿0.05 per share at 1.1% yieldEligible shareholders must have bought the stock before 09 March 2023. Payment date: 19 May 2023. Payout ratio is a comfortable 32% but the company is not cash flow positive. Trailing yield: 1.1%. Lower than top quartile of Thai dividend payers (5.7%). Lower than average of industry peers (1.6%).
Reported Earnings • Nov 10Third quarter 2022 earnings released: EPS: ฿0.04 (vs ฿0.026 in 3Q 2021)Third quarter 2022 results: EPS: ฿0.04 (up from ฿0.026 in 3Q 2021). Revenue: ฿594.1m (up 23% from 3Q 2021). Net income: ฿27.6m (up 106% from 3Q 2021). Profit margin: 4.6% (up from 2.8% in 3Q 2021). The increase in margin was driven by higher revenue.
Reported Earnings • Aug 16Second quarter 2022 earnings released: EPS: ฿0.033 (vs ฿0.036 in 2Q 2021)Second quarter 2022 results: EPS: ฿0.033. Revenue: ฿547.3m (up 13% from 2Q 2021). Net income: ฿23.2m (up 28% from 2Q 2021). Profit margin: 4.2% (up from 3.7% in 2Q 2021). The increase in margin was driven by higher revenue.
Valuation Update With 7 Day Price Move • Apr 11Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to ฿4.34, the stock trades at a trailing P/E ratio of 45.6x. Average trailing P/E is 22x in the Online Retail industry in Asia.