View ValuationSISB 将来の成長Future 基準チェック /06SISB利益と収益がそれぞれ年間1.9%と3%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に20% 1.7%なると予測されています。主要情報1.9%収益成長率1.73%EPS成長率Consumer Services 収益成長35.9%収益成長率3.0%将来の株主資本利益率19.98%アナリストカバレッジGood最終更新日06 May 2026今後の成長に関する最新情報Price Target Changed • Mar 18Price target decreased by 8.4% to ฿15.33Down from ฿16.73, the current price target is an average from 6 analysts. New target price is 43% above last closing price of ฿10.70. Stock is down 41% over the past year. The company is forecast to post earnings per share of ฿1.00 for next year compared to ฿1.02 last year.Price Target Changed • Feb 07Price target decreased by 9.9% to ฿16.73Down from ฿18.57, the current price target is an average from 6 analysts. New target price is 61% above last closing price of ฿10.40. Stock is down 59% over the past year. The company is forecast to post earnings per share of ฿1.01 for next year compared to ฿0.94 last year.Price Target Changed • Dec 19Price target decreased by 7.9% to ฿18.57Down from ฿20.17, the current price target is an average from 6 analysts. New target price is 63% above last closing price of ฿11.40. Stock is down 62% over the past year. The company is forecast to post earnings per share of ฿1.02 for next year compared to ฿0.94 last year.Price Target Changed • Oct 25Price target decreased by 11% to ฿22.50Down from ฿25.25, the current price target is an average from 5 analysts. New target price is 89% above last closing price of ฿11.90. Stock is down 64% over the past year. The company is forecast to post earnings per share of ฿1.00 for next year compared to ฿0.94 last year.Price Target Changed • Aug 28Price target decreased by 9.1% to ฿24.55Down from ฿27.00, the current price target is an average from 5 analysts. New target price is 65% above last closing price of ฿14.90. Stock is down 50% over the past year. The company is forecast to post earnings per share of ฿1.02 for next year compared to ฿0.94 last year.Price Target Changed • May 30Price target decreased by 13% to ฿30.00Down from ฿34.45, the current price target is an average from 4 analysts. New target price is 103% above last closing price of ฿14.80. Stock is down 59% over the past year. The company is forecast to post earnings per share of ฿1.05 for next year compared to ฿0.94 last year.すべての更新を表示Recent updatesPrice Target Changed • Mar 18Price target decreased by 8.4% to ฿15.33Down from ฿16.73, the current price target is an average from 6 analysts. New target price is 43% above last closing price of ฿10.70. Stock is down 41% over the past year. The company is forecast to post earnings per share of ฿1.00 for next year compared to ฿1.02 last year.Declared Dividend • Mar 02Dividend increased to ฿0.51Dividend of ฿0.51 is 21% higher than last year. Ex-date: 6th March 2026 Payment date: 30th April 2026 Dividend yield will be 4.0%, which is higher than the industry average of 3.0%. Sustainability & Growth Dividend is covered by both earnings (50% earnings payout ratio) and cash flows (57% cash payout ratio). The dividend has increased by an average of 31% per year over the past 6 years. However, payments have been volatile during that time. EPS is expected to grow by 10.0% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Buy Or Sell Opportunity • Feb 27Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 1.6% to ฿12.70. The fair value is estimated to be ฿10.50, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Earnings per share has grown by 28%. For the next 3 years, revenue is forecast to grow by 2.9% per annum. Earnings are also forecast to grow by 3.2% per annum over the same time period.Reported Earnings • Feb 25Full year 2025 earnings: Revenues and EPS in line with analyst expectationsFull year 2025 results: EPS: ฿1.02 (up from ฿0.94 in FY 2024). Revenue: ฿2.58b (up 7.8% from FY 2024). Net income: ฿962.0m (up 8.7% from FY 2024). Profit margin: 37% (in line with FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Consumer Services industry in Asia. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has fallen by 22% per year, which means it is significantly lagging earnings.お知らせ • Feb 24+ 1 more updateSISB Public Company Limited Proposes Cash Dividend for the Operating Period from January 1, 2025 to December 31, 2025, Payable on 30 April 2026SISB Public Company Limited, at its shareholders' meeting to be held on April 9, 2026, will propose the dividend payment at THB 0.51 per share for the operating period from January 1, 2025 to December 31, 2025to the shareholders from the list of shareholders on the record date, 9 March 2026 and schedule to pay the dividend on 30 April 2026. Ex-dividend date is 6 March 2026.Price Target Changed • Feb 07Price target decreased by 9.9% to ฿16.73Down from ฿18.57, the current price target is an average from 6 analysts. New target price is 61% above last closing price of ฿10.40. Stock is down 59% over the past year. The company is forecast to post earnings per share of ฿1.01 for next year compared to ฿0.94 last year.Valuation Update With 7 Day Price Move • Jan 13Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to ฿9.65, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 15x in the Consumer Services industry in Asia. Total loss to shareholders of 54% over the past three years.Price Target Changed • Dec 19Price target decreased by 7.9% to ฿18.57Down from ฿20.17, the current price target is an average from 6 analysts. New target price is 63% above last closing price of ฿11.40. Stock is down 62% over the past year. The company is forecast to post earnings per share of ฿1.02 for next year compared to ฿0.94 last year.New Risk • Nov 22New 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 5.9% 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 (5.9% average weekly change).Reported Earnings • Nov 15Third quarter 2025 earnings: EPS exceeds analyst expectationsThird quarter 2025 results: EPS: ฿0.30 (up from ฿0.23 in 3Q 2024). Revenue: ฿663.1m (up 9.4% from 3Q 2024). Net income: ฿277.7m (up 27% from 3Q 2024). Profit margin: 42% (up from 36% in 3Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 22%. Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Consumer Services industry in Asia. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.Price Target Changed • Oct 25Price target decreased by 11% to ฿22.50Down from ฿25.25, the current price target is an average from 5 analysts. New target price is 89% above last closing price of ฿11.90. Stock is down 64% over the past year. The company is forecast to post earnings per share of ฿1.00 for next year compared to ฿0.94 last year.New Risk • Sep 19New 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: 3.1% 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. This is currently the only risk that has been identified for the company.Price Target Changed • Aug 28Price target decreased by 9.1% to ฿24.55Down from ฿27.00, the current price target is an average from 5 analysts. New target price is 65% above last closing price of ฿14.90. Stock is down 50% over the past year. The company is forecast to post earnings per share of ฿1.02 for next year compared to ฿0.94 last year.Reported Earnings • Aug 14Second quarter 2025 earnings: EPS in line with expectations, revenues disappointSecond quarter 2025 results: EPS: ฿0.24 (up from ฿0.22 in 2Q 2024). Revenue: ฿623.1m (up 9.5% from 2Q 2024). Net income: ฿223.8m (up 6.7% from 2Q 2024). Profit margin: 36% (in line with 2Q 2024). Revenue is forecast to grow 8.2% p.a. on average during the next 3 years, compared to a 9.7% growth forecast for the Consumer Services industry in Asia. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.Price Target Changed • May 30Price target decreased by 13% to ฿30.00Down from ฿34.45, the current price target is an average from 4 analysts. New target price is 103% above last closing price of ฿14.80. Stock is down 59% over the past year. The company is forecast to post earnings per share of ฿1.05 for next year compared to ฿0.94 last year.Reported Earnings • May 16First quarter 2025 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2025 results: EPS: ฿0.25 (up from ฿0.23 in 1Q 2024). Revenue: ฿634.9m (up 11% from 1Q 2024). Net income: ฿237.8m (up 12% from 1Q 2024). Profit margin: 37% (in line with 1Q 2024). Revenue exceeded analyst estimates by 1.6%. Earnings per share (EPS) also surpassed analyst estimates by 4.2%. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Consumer Services industry in Asia. Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.New Risk • May 08New 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 7.9% 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. This is currently the only risk that has been identified for the company.Valuation Update With 7 Day Price Move • Apr 15Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ฿18.90, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 14x in the Consumer Services industry in Asia. Total returns to shareholders of 52% over the past three years.お知らせ • Apr 12SISB Public Company Limited Appoints Thongchai Keeratihuttayagorn as DirectorSISB Public Company Limited at its AGM held on April 11, 2025 approved appointment of Mr. Thongchai Keeratihuttayagorn as a new director of Company.お知らせ • Apr 11SISB Public Company Limited Approves Payment of Dividend for the Operating Results of the Year 2024SISB Public Company Limited at its AGM held on April 11, 2025 approved payment of dividend at a rate of THB 0.42 per share, for the operating results of the year 2024.Declared Dividend • Feb 22Dividend increased to ฿0.42Dividend of ฿0.42 is 35% higher than last year. Ex-date: 7th March 2025 Payment date: 2nd May 2025 Dividend yield will be 1.8%, which is lower than the industry average of 3.0%. Payout Ratios Payout ratio: 34%. Cash payout ratio: 39%.Reported Earnings • Feb 21Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: ฿0.94 (up from ฿0.70 in FY 2023). Revenue: ฿2.39b (up 24% from FY 2023). Net income: ฿885.2m (up 35% from FY 2023). Profit margin: 37% (up from 34% in FY 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.1%. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 14% growth forecast for the Consumer Services industry in Asia. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has only increased by 36% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 21SISB Public Company Limited, Annual General Meeting, Apr 11, 2025SISB Public Company Limited, Annual General Meeting, Apr 11, 2025, at 10:00 SE Asia Standard Time. Location: silpapirom creative arts and centre, singapore international school of bangkok, Thailandお知らせ • Feb 20SISB Public Company Limited Proposes Cash Dividend for Operating Period from January 1, 2024 to December 31, 2024, Payable on May 2, 2025SISB Public Company Limited at its board meeting held on February 20, 2025, to propose the shareholders' meeting to consider and approve the cash dividend payment for Operating Period from January 1, 2024 to December 31, 2024 of THB 0.42 per share payable to shareholders on the record date of March 10, 2025, the ex-date is March 7, 2025. Payable date is May 2, 2025.Price Target Changed • Jan 17Price target decreased by 8.7% to ฿39.95Down from ฿43.75, the current price target is an average from 4 analysts. New target price is 57% above last closing price of ฿25.50. Stock is down 29% over the past year. The company is forecast to post earnings per share of ฿0.94 for next year compared to ฿0.70 last year.Valuation Update With 7 Day Price Move • Jan 14Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ฿25.50, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 14x in the Consumer Services industry in Asia. Total returns to shareholders of 178% over the past three years.Reported Earnings • Aug 14Second quarter 2024 earnings: EPS exceeds analyst expectationsSecond quarter 2024 results: EPS: ฿0.22 (up from ฿0.17 in 2Q 2023). Revenue: ฿569.2m (up 32% from 2Q 2023). Net income: ฿209.7m (up 35% from 2Q 2023). Profit margin: 37% (in line with 2Q 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.1%. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Consumer Services industry in Asia. Over the last 3 years on average, earnings per share has increased by 49% per year whereas the company’s share price has increased by 47% per year.Buy Or Sell Opportunity • Jul 01Now 26% undervalued after recent price dropOver the last 90 days, the stock has fallen 12% to ฿36.25. The fair value is estimated to be ฿49.21, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last 3 years. Earnings per share has grown by 49%. Revenue is forecast to grow by 43% in 2 years. Earnings are forecast to grow by 75% in the next 2 years.Buy Or Sell Opportunity • Jun 26Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 10% to ฿36.75. The fair value is estimated to be ฿46.18, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last 3 years. Earnings per share has grown by 49%. Revenue is forecast to grow by 43% in 2 years. Earnings are forecast to grow by 75% in the next 2 years.Reported Earnings • May 14First quarter 2024 earnings released: EPS: ฿0.23 (vs ฿0.17 in 1Q 2023)First quarter 2024 results: EPS: ฿0.23 (up from ฿0.17 in 1Q 2023). Revenue: ฿572.1m (up 31% from 1Q 2023). Net income: ฿211.9m (up 33% from 1Q 2023). Profit margin: 37% (in line with 1Q 2023). Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Consumer Services industry in Asia. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has increased by 60% per year, which means it is tracking significantly ahead of earnings growth.Buy Or Sell Opportunity • Apr 24Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 8.9% to ฿39.75. The fair value is estimated to be ฿32.77, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Earnings per share has grown by 48%. For the next 3 years, revenue is forecast to grow by 17% per annum. Earnings are also forecast to grow by 24% per annum over the same time period.お知らせ • Apr 11SISB Public Company Limited Approves Dividend for the Year Ended December 31, 2023SISB Public Company Limited announced at the AGM held on April 11, 2024, approved payment of dividend in respect of the Company's operating results ended as at 31 December 2023, to the shareholders at THB 0.31 per share, totalling THB 291,400,000.New Risk • Apr 09New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Thai stocks, typically moving 6.0% 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. This is currently the only risk that has been identified for the company.Price Target Changed • Mar 28Price target increased by 9.8% to ฿46.67Up from ฿42.50, the current price target is an average from 3 analysts. New target price is 14% above last closing price of ฿41.00. Stock is up 40% over the past year. The company is forecast to post earnings per share of ฿0.97 for next year compared to ฿0.70 last year.Price Target Changed • Mar 27Price target increased by 9.1% to ฿44.17Up from ฿40.50, the current price target is an average from 3 analysts. New target price is 8.4% above last closing price of ฿40.75. Stock is up 38% over the past year. The company is forecast to post earnings per share of ฿0.95 for next year compared to ฿0.70 last year.Buy Or Sell Opportunity • Mar 01Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 37% to ฿43.00. The fair value is estimated to be ฿35.60, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Earnings per share has grown by 48%. Revenue is forecast to grow by 51% in 2 years. Earnings are forecast to grow by 74% in the next 2 years.Upcoming Dividend • Mar 01Upcoming dividend of ฿0.31 per shareEligible shareholders must have bought the stock before 08 March 2024. Payment date: 02 May 2024. Payout ratio is a comfortable 44% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of Thai dividend payers (6.4%). Lower than average of industry peers (3.7%).Declared Dividend • Feb 25Dividend increased to ฿0.31Dividend of ฿0.31 is 94% higher than last year. Ex-date: 8th March 2024 Payment date: 2nd May 2024 Dividend yield will be 0.8%, which is lower than the industry average of 3.0%. Payout Ratios Payout ratio: 27%. Cash payout ratio: 32%.Reported Earnings • Feb 24Full year 2023 earnings: Revenues and EPS in line with analyst expectationsFull year 2023 results: EPS: ฿0.70 (up from ฿0.39 in FY 2022). Revenue: ฿1.93b (up 44% from FY 2022). Net income: ฿653.5m (up 77% from FY 2022). Profit margin: 34% (up from 28% in FY 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 19% p.a. on average during the next 2 years, compared to a 15% growth forecast for the Consumer Services industry in Asia. Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has increased by 67% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Feb 24SISB Public Company Limited, Annual General Meeting, Apr 11, 2024SISB Public Company Limited, Annual General Meeting, Apr 11, 2024, at 10:00 SE Asia Standard Time. Agenda: To consider and certify the minutes of 2023 Annual General Meeting of Shareholders; to consider and acknowledge the Company's 2023 operating result; to consider and approve the consolidated financial statements for the year ended 31 December 2023; to consider and approve the payment of dividend in respect of the Company's operating results ended as at 31 December 2023 and the appropriation of profit as legal reserve; and to consider other matters.Reported Earnings • Nov 14Third quarter 2023 earnings: EPS and revenues exceed analyst expectationsThird quarter 2023 results: EPS: ฿0.14 (up from ฿0.11 in 3Q 2022). Revenue: ฿492.6m (up 42% from 3Q 2022). Net income: ฿128.5m (up 29% from 3Q 2022). Profit margin: 26% (down from 29% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.6%. Earnings per share (EPS) also surpassed analyst estimates by 7.7%. Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Consumer Services industry in Asia. Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has increased by 51% per year, which means it is tracking significantly ahead of earnings growth.New Risk • Aug 17New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 25% 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. This is currently the only risk that has been identified for the company.Reported Earnings • Aug 16Second quarter 2023 earnings released: EPS: ฿0.17 (vs ฿0.083 in 2Q 2022)Second quarter 2023 results: EPS: ฿0.17 (up from ฿0.083 in 2Q 2022). Revenue: ฿431.4m (up 40% from 2Q 2022). Net income: ฿155.4m (up 99% from 2Q 2022). Profit margin: 36% (up from 26% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Consumer Services industry in Asia. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has increased by 59% per year, which means it is tracking significantly ahead of earnings growth.Price Target Changed • Jun 09Price target increased by 16% to ฿43.38Up from ฿37.33, the current price target is an average from 4 analysts. New target price is 9.8% above last closing price of ฿39.50. Stock is up 211% over the past year. The company is forecast to post earnings per share of ฿0.77 for next year compared to ฿0.39 last year.Major Estimate Revision • May 22Consensus EPS estimates increase by 11%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has improved. 2023 revenue forecast increased from ฿1.76b to ฿1.84b. EPS estimate increased from ฿0.703 to ฿0.78 per share. Net income forecast to grow 63% next year vs 26% growth forecast for Consumer Services industry in Thailand. Consensus price target up from ฿34.67 to ฿37.33. Share price rose 6.1% to ฿35.00 over the past week.Reported Earnings • May 18First quarter 2023 earnings released: EPS: ฿0.17 (vs ฿0.067 in 1Q 2022)First quarter 2023 results: EPS: ฿0.17 (up from ฿0.067 in 1Q 2022). Revenue: ฿435.5m (up 51% from 1Q 2022). Net income: ฿159.0m (up 152% from 1Q 2022). Profit margin: 37% (up from 22% in 1Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Consumer Services industry in Asia. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has increased by 60% per year, which means it is tracking significantly ahead of earnings growth.Major Estimate Revision • Apr 01Consensus EPS estimates increase by 13%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has improved. 2023 revenue forecast increased from ฿1.60b to ฿1.74b. EPS estimate increased from ฿0.60 to ฿0.68 per share. Net income forecast to grow 70% next year vs 26% growth forecast for Consumer Services industry in Thailand. Consensus price target up from ฿26.00 to ฿32.33. Share price rose 11% to ฿29.50 over the past week.Valuation Update With 7 Day Price Move • Mar 27Investor sentiment improves as stock rises 19%After last week's 19% share price gain to ฿29.25, the stock trades at a forward P/E ratio of 49x. Average forward P/E is 15x in the Consumer Services industry in Asia. Total returns to shareholders of 344% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ฿40.45 per share.Upcoming Dividend • Mar 02Upcoming dividend of ฿0.16 per share at 0.6% yieldEligible shareholders must have bought the stock before 09 March 2023. Payment date: 24 April 2023. Payout ratio is a comfortable 41% and this is well supported by cash flows. Trailing yield: 0.6%. Lower than top quartile of Thai dividend payers (5.7%). Lower than average of industry peers (3.2%).Reported Earnings • Feb 27Full year 2022 earnings: EPS misses analyst expectationsFull year 2022 results: EPS: ฿0.39 (up from ฿0.22 in FY 2021). Revenue: ฿1.34b (up 25% from FY 2021). Net income: ฿369.3m (up 77% from FY 2021). Profit margin: 28% (up from 20% in FY 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 1.3%. Revenue is forecast to grow 22% p.a. on average during the next 2 years, compared to a 19% growth forecast for the Consumer Services industry in Asia. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has increased by 48% per year, which means it is tracking significantly ahead of earnings growth.Price Target Changed • Jan 23Price target increased to ฿26.00Up from ฿21.70, the current price target is an average from 2 analysts. New target price is 13% above last closing price of ฿23.00. Stock is up 147% over the past year. The company is forecast to post earnings per share of ฿0.40 for next year compared to ฿0.22 last year.Reported Earnings • Nov 18Third quarter 2022 earnings: EPS and revenues exceed analyst expectationsThird quarter 2022 results: EPS: ฿0.11 (up from ฿0.05 in 3Q 2021). Revenue: ฿347.9m (up 35% from 3Q 2021). Net income: ฿99.4m (up 116% from 3Q 2021). Profit margin: 29% (up from 18% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.3%. Earnings per share (EPS) also surpassed analyst estimates by 10.0%. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Consumer Services industry in Asia. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 29% per year, which means it is tracking significantly ahead of earnings growth.Board Change • Nov 16Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 1 highly experienced director. CEO & Director Kelvin Koh was the last director to join the board, commencing their role in 2016. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Major Estimate Revision • Aug 22Consensus EPS estimates increase by 15%The consensus outlook for earnings per share (EPS) in 2022 has improved. 2022 revenue forecast increased from ฿1.25b to ฿1.32b. EPS estimate increased from ฿0.31 to ฿0.35 per share. Net income forecast to grow 69% next year vs 25% growth forecast for Consumer Services industry in Thailand. Consensus price target up from ฿14.90 to ฿16.00. Share price rose 6.0% to ฿14.20 over the past week.Price Target Changed • Aug 18Price target increased to ฿16.00Up from ฿14.90, the current price target is an average from 2 analysts. New target price is 15% above last closing price of ฿13.90. Stock is up 51% over the past year. The company is forecast to post earnings per share of ฿0.35 for next year compared to ฿0.22 last year.Reported Earnings • Aug 17Second quarter 2022 earnings: EPS exceeds analyst expectationsSecond quarter 2022 results: EPS: ฿0.083 (up from ฿0.07 in 2Q 2021). Revenue: ฿307.3m (up 14% from 2Q 2021). Net income: ฿78.3m (up 20% from 2Q 2021). Profit margin: 26% (up from 24% in 2Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.8%. Over the next year, revenue is forecast to grow 25%, compared to a 20% growth forecast for the Consumer Services industry in Thailand. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 21% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Jul 21Investor sentiment improved over the past weekAfter last week's 18% share price gain to ฿12.90, the stock trades at a forward P/E ratio of 40x. Average forward P/E is 14x in the Consumer Services industry in Asia. Total returns to shareholders of 69% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ฿19.06 per share.Major Estimate Revision • Apr 30Consensus EPS estimates increase by 19%The consensus outlook for earnings per share (EPS) in 2022 has improved. 2022 revenue forecast increased from ฿1.22b to ฿1.26b. EPS estimate increased from ฿0.26 to ฿0.31 per share. Net income forecast to grow 37% next year vs 30% growth forecast for Consumer Services industry in Thailand. Consensus price target up from ฿12.00 to ฿13.40. Share price fell 7.1% to ฿13.10 over the past week.Price Target Changed • Apr 27Price target increased to ฿12.00Up from ฿11.00, the current price target is an average from 2 analysts. New target price is 7.0% below last closing price of ฿12.90. Stock is up 32% over the past year. The company is forecast to post earnings per share of ฿0.26 for next year compared to ฿0.22 last year.Board Change • Apr 27Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 1 highly experienced director. CEO & Director Kelvin Koh was the last director to join the board, commencing their role in 2016. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Valuation Update With 7 Day Price Move • Apr 19Investor sentiment improved over the past weekAfter last week's 25% share price gain to ฿12.90, the stock trades at a forward P/E ratio of 50x. Average forward P/E is 15x in the Consumer Services industry in Asia. Total returns to shareholders of 75% over the past three years.Upcoming Dividend • Mar 03Upcoming dividend of ฿0.10 per shareEligible shareholders must have bought the stock before 10 March 2022. Payment date: 22 April 2022. Payout ratio is a comfortable 35% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of Thai dividend payers (5.2%). Lower than average of industry peers (3.3%).Reported Earnings • Feb 27Full year 2021 earnings: EPS exceeds analyst expectationsFull year 2021 results: EPS: ฿0.22 (up from ฿0.17 in FY 2020). Revenue: ฿1.07b (flat on FY 2020). Net income: ฿208.8m (up 31% from FY 2020). Profit margin: 20% (up from 15% in FY 2020). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 4.8%. Over the next year, revenue is forecast to grow 13%, compared to a 22% growth forecast for the industry in Thailand. Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 11% per year.Price Target Changed • Jan 13Price target increased to ฿12.00Up from ฿11.00, the current price target is an average from 2 analysts. New target price is 28% above last closing price of ฿9.40. Stock is up 8.7% over the past year. The company is forecast to post earnings per share of ฿0.20 for next year compared to ฿0.17 last year.Reported Earnings • Nov 17Third quarter 2021 earnings released: EPS ฿0.05 (vs ฿0.031 in 3Q 2020)The company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2021 results: Revenue: ฿257.8m (down 3.5% from 3Q 2020). Net income: ฿46.1m (up 60% from 3Q 2020). Profit margin: 18% (up from 11% in 3Q 2020). The increase in margin was driven by lower expenses.Reported Earnings • Aug 15Second quarter 2021 earnings released: EPS ฿0.062 (vs ฿0.005 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: ฿272.4m (up 19% from 2Q 2020). Net income: ฿65.5m (up ฿61.2m from 2Q 2020). Profit margin: 24% (up from 1.9% in 2Q 2020). The increase in margin was primarily driven by higher revenue.Major Estimate Revision • Aug 06Consensus EPS estimates fall to ฿0.22The consensus outlook for earnings per share (EPS) in 2021 has deteriorated. 2021 revenue forecast decreased from ฿1.14b to ฿1.10b. EPS estimate also fell from ฿0.26 to ฿0.22. Net income forecast to grow 36% next year vs 40% growth forecast for Consumer Services industry in Thailand. Consensus price target down from ฿11.57 to ฿11.30. Share price was steady at ฿9.15 over the past week.Price Target Changed • Jul 21Price target decreased to ฿11.57Down from ฿12.50, the current price target is an average from 3 analysts. New target price is 22% above last closing price of ฿9.45. Stock is up 3.3% over the past year.Reported Earnings • May 15First quarter 2021 earnings released: EPS ฿0.08 (vs ฿0.063 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: ฿297.1m (up 3.8% from 1Q 2020). Net income: ฿70.6m (up 20% from 1Q 2020). Profit margin: 24% (up from 21% in 1Q 2020).Valuation Update With 7 Day Price Move • Mar 04Investor sentiment improved over the past weekAfter last week's 17% share price gain to ฿9.50, the stock is trading at a trailing P/E ratio of 55.9x, up from the previous P/E ratio of 47.6x. This compares to an average P/E of 21x in the Consumer Services industry in Asia. Total returns to shareholders over the past year are 5.2%.Analyst Estimate Surprise Post Earnings • Feb 27Revenue and earnings miss expectationsRevenue missed analyst estimates by 2.3%. Earnings per share (EPS) also missed analyst estimates by 1.9%. Over the next year, revenue is forecast to grow 13%, compared to a 41% growth forecast for the Consumer Services industry in Thailand.Reported Earnings • Feb 27Full year 2020 earnings released: EPS ฿0.17 (vs ฿0.23 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: ฿1.08b (down 4.6% from FY 2019). Net income: ฿159.9m (down 28% from FY 2019). Profit margin: 15% (down from 20% in FY 2019).Is New 90 Day High Low • Feb 18New 90-day low: ฿8.40The company is down 5.0% from its price of ฿8.80 on 20 November 2020. The Thai market is up 11% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Services industry, which is up 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ฿18.96 per share.Major Estimate Revision • Feb 06Analysts increase EPS estimates to ฿0.17The 2020 consensus revenue estimate increased from ฿1.05b to ฿1.07b. The earnings per share estimate also received an upgrade from ฿0.13 to ฿0.17 for the same period. Net income is expected to grow by 42% next year compared to 30% growth forecast for the Consumer Services industry in Thailand. The consensus price target of ฿11.83 was unchanged from the last update. Share price stayed mostly flat at ฿8.85 over the past week.Is New 90 Day High Low • Dec 16New 90-day high: ฿9.25The company is up 6.0% from its price of ฿8.70 on 17 September 2020. The Thai market is up 15% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Consumer Services industry, which is up 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ฿13.08 per share.Analyst Estimate Surprise Post Earnings • Nov 17Revenue and earnings beat expectationsRevenue exceeded analyst estimates by 7.3%. Earnings per share (EPS) also surpassed estimates. Over the next year, revenue is forecast to grow 5.8%, compared to a 39% growth forecast for the Consumer Services industry in Thailand.Reported Earnings • Nov 17Third quarter 2020 earnings released: EPS ฿0.031The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2020 results: Revenue: ฿267.1m (down 7.8% from 3Q 2019). Net income: ฿28.7m (down 52% from 3Q 2019). Profit margin: 11% (down from 21% in 3Q 2019). The decrease in margin was primarily driven by lower revenue.Is New 90 Day High Low • Nov 16New 90-day high: ฿9.00The company is up 8.0% from its price of ฿8.35 on 18 August 2020. The Thai market is up 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Services industry, which is up 3.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ฿22.26 per share.業績と収益の成長予測SET:SISB - 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12/31/20282,8149869251,220612/31/20272,6829319971,230612/31/20262,5829007471,130612/31/20252,5829628481,188N/A9/30/20252,5689858211,227N/A6/30/20252,5119259011,260N/A3/31/20252,4579119031,229N/A12/31/20242,3948857501,228N/A9/30/20242,3188509021,218N/A6/30/20242,2057611,0491,542N/A3/31/20242,0677065051,161N/A12/31/20231,9316544671,170N/A9/30/20231,7565712011,165N/A6/30/20231,611542178998N/A3/31/20231,487465222952N/A12/31/20221,340369171700N/A9/30/20221,191268234623N/A6/30/20221,101214127638N/A3/31/20221,064201-164379N/A12/31/20211,071209-144429N/A9/30/20211,118250-218381N/A6/30/20211,126233-135304N/A3/31/20211,082172129440N/A12/31/20201,06916059348N/A9/30/20201,059158373319N/A6/30/20201,083189104130N/A3/31/20201,129237280297N/A12/31/20191,114221363363N/A9/30/20191,088187N/A351N/A6/30/20191,035154N/A323N/A3/31/2019990123N/A297N/A12/31/2018947104N/A295N/A9/30/201888882N/A321N/A6/30/201885055N/A343N/A3/31/201878826N/A160N/A12/31/201774618N/A225N/A12/31/201660970N/A208N/A12/31/201554477N/A233N/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: SISBの予測収益成長率 (年間1.9% ) は 貯蓄率 ( 2.2% ) を下回っています。収益対市場: SISBの収益 ( 1.9% ) TH市場 ( 11.2% ) よりも低い成長が予測されています。高成長収益: SISBの収益は増加すると予測されていますが、大幅には増加しません。収益対市場: SISBの収益 ( 3% ) TH市場 ( 9.6% ) よりも低い成長が予測されています。高い収益成長: SISBの収益 ( 3% ) 20%よりも低い成長が予測されています。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: SISBの 自己資本利益率 は、3年後には低くなると予測されています ( 20 %)。成長企業の発掘7D1Y7D1Y7D1YConsumer-services 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2026/05/06 07:02終値2026/05/06 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SISB Public Company Limited 6 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。8 アナリスト機関Pornthipa RayabsangduanCGS Internationalnull nullCLSANaphat ChantaraserekulCLSA5 その他のアナリストを表示
Price Target Changed • Mar 18Price target decreased by 8.4% to ฿15.33Down from ฿16.73, the current price target is an average from 6 analysts. New target price is 43% above last closing price of ฿10.70. Stock is down 41% over the past year. The company is forecast to post earnings per share of ฿1.00 for next year compared to ฿1.02 last year.
Price Target Changed • Feb 07Price target decreased by 9.9% to ฿16.73Down from ฿18.57, the current price target is an average from 6 analysts. New target price is 61% above last closing price of ฿10.40. Stock is down 59% over the past year. The company is forecast to post earnings per share of ฿1.01 for next year compared to ฿0.94 last year.
Price Target Changed • Dec 19Price target decreased by 7.9% to ฿18.57Down from ฿20.17, the current price target is an average from 6 analysts. New target price is 63% above last closing price of ฿11.40. Stock is down 62% over the past year. The company is forecast to post earnings per share of ฿1.02 for next year compared to ฿0.94 last year.
Price Target Changed • Oct 25Price target decreased by 11% to ฿22.50Down from ฿25.25, the current price target is an average from 5 analysts. New target price is 89% above last closing price of ฿11.90. Stock is down 64% over the past year. The company is forecast to post earnings per share of ฿1.00 for next year compared to ฿0.94 last year.
Price Target Changed • Aug 28Price target decreased by 9.1% to ฿24.55Down from ฿27.00, the current price target is an average from 5 analysts. New target price is 65% above last closing price of ฿14.90. Stock is down 50% over the past year. The company is forecast to post earnings per share of ฿1.02 for next year compared to ฿0.94 last year.
Price Target Changed • May 30Price target decreased by 13% to ฿30.00Down from ฿34.45, the current price target is an average from 4 analysts. New target price is 103% above last closing price of ฿14.80. Stock is down 59% over the past year. The company is forecast to post earnings per share of ฿1.05 for next year compared to ฿0.94 last year.
Price Target Changed • Mar 18Price target decreased by 8.4% to ฿15.33Down from ฿16.73, the current price target is an average from 6 analysts. New target price is 43% above last closing price of ฿10.70. Stock is down 41% over the past year. The company is forecast to post earnings per share of ฿1.00 for next year compared to ฿1.02 last year.
Declared Dividend • Mar 02Dividend increased to ฿0.51Dividend of ฿0.51 is 21% higher than last year. Ex-date: 6th March 2026 Payment date: 30th April 2026 Dividend yield will be 4.0%, which is higher than the industry average of 3.0%. Sustainability & Growth Dividend is covered by both earnings (50% earnings payout ratio) and cash flows (57% cash payout ratio). The dividend has increased by an average of 31% per year over the past 6 years. However, payments have been volatile during that time. EPS is expected to grow by 10.0% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Buy Or Sell Opportunity • Feb 27Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 1.6% to ฿12.70. The fair value is estimated to be ฿10.50, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Earnings per share has grown by 28%. For the next 3 years, revenue is forecast to grow by 2.9% per annum. Earnings are also forecast to grow by 3.2% per annum over the same time period.
Reported Earnings • Feb 25Full year 2025 earnings: Revenues and EPS in line with analyst expectationsFull year 2025 results: EPS: ฿1.02 (up from ฿0.94 in FY 2024). Revenue: ฿2.58b (up 7.8% from FY 2024). Net income: ฿962.0m (up 8.7% from FY 2024). Profit margin: 37% (in line with FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Consumer Services industry in Asia. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has fallen by 22% per year, which means it is significantly lagging earnings.
お知らせ • Feb 24+ 1 more updateSISB Public Company Limited Proposes Cash Dividend for the Operating Period from January 1, 2025 to December 31, 2025, Payable on 30 April 2026SISB Public Company Limited, at its shareholders' meeting to be held on April 9, 2026, will propose the dividend payment at THB 0.51 per share for the operating period from January 1, 2025 to December 31, 2025to the shareholders from the list of shareholders on the record date, 9 March 2026 and schedule to pay the dividend on 30 April 2026. Ex-dividend date is 6 March 2026.
Price Target Changed • Feb 07Price target decreased by 9.9% to ฿16.73Down from ฿18.57, the current price target is an average from 6 analysts. New target price is 61% above last closing price of ฿10.40. Stock is down 59% over the past year. The company is forecast to post earnings per share of ฿1.01 for next year compared to ฿0.94 last year.
Valuation Update With 7 Day Price Move • Jan 13Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to ฿9.65, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 15x in the Consumer Services industry in Asia. Total loss to shareholders of 54% over the past three years.
Price Target Changed • Dec 19Price target decreased by 7.9% to ฿18.57Down from ฿20.17, the current price target is an average from 6 analysts. New target price is 63% above last closing price of ฿11.40. Stock is down 62% over the past year. The company is forecast to post earnings per share of ฿1.02 for next year compared to ฿0.94 last year.
New Risk • Nov 22New 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 5.9% 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 (5.9% average weekly change).
Reported Earnings • Nov 15Third quarter 2025 earnings: EPS exceeds analyst expectationsThird quarter 2025 results: EPS: ฿0.30 (up from ฿0.23 in 3Q 2024). Revenue: ฿663.1m (up 9.4% from 3Q 2024). Net income: ฿277.7m (up 27% from 3Q 2024). Profit margin: 42% (up from 36% in 3Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 22%. Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Consumer Services industry in Asia. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.
Price Target Changed • Oct 25Price target decreased by 11% to ฿22.50Down from ฿25.25, the current price target is an average from 5 analysts. New target price is 89% above last closing price of ฿11.90. Stock is down 64% over the past year. The company is forecast to post earnings per share of ฿1.00 for next year compared to ฿0.94 last year.
New Risk • Sep 19New 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: 3.1% 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. This is currently the only risk that has been identified for the company.
Price Target Changed • Aug 28Price target decreased by 9.1% to ฿24.55Down from ฿27.00, the current price target is an average from 5 analysts. New target price is 65% above last closing price of ฿14.90. Stock is down 50% over the past year. The company is forecast to post earnings per share of ฿1.02 for next year compared to ฿0.94 last year.
Reported Earnings • Aug 14Second quarter 2025 earnings: EPS in line with expectations, revenues disappointSecond quarter 2025 results: EPS: ฿0.24 (up from ฿0.22 in 2Q 2024). Revenue: ฿623.1m (up 9.5% from 2Q 2024). Net income: ฿223.8m (up 6.7% from 2Q 2024). Profit margin: 36% (in line with 2Q 2024). Revenue is forecast to grow 8.2% p.a. on average during the next 3 years, compared to a 9.7% growth forecast for the Consumer Services industry in Asia. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
Price Target Changed • May 30Price target decreased by 13% to ฿30.00Down from ฿34.45, the current price target is an average from 4 analysts. New target price is 103% above last closing price of ฿14.80. Stock is down 59% over the past year. The company is forecast to post earnings per share of ฿1.05 for next year compared to ฿0.94 last year.
Reported Earnings • May 16First quarter 2025 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2025 results: EPS: ฿0.25 (up from ฿0.23 in 1Q 2024). Revenue: ฿634.9m (up 11% from 1Q 2024). Net income: ฿237.8m (up 12% from 1Q 2024). Profit margin: 37% (in line with 1Q 2024). Revenue exceeded analyst estimates by 1.6%. Earnings per share (EPS) also surpassed analyst estimates by 4.2%. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Consumer Services industry in Asia. Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.
New Risk • May 08New 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 7.9% 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. This is currently the only risk that has been identified for the company.
Valuation Update With 7 Day Price Move • Apr 15Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ฿18.90, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 14x in the Consumer Services industry in Asia. Total returns to shareholders of 52% over the past three years.
お知らせ • Apr 12SISB Public Company Limited Appoints Thongchai Keeratihuttayagorn as DirectorSISB Public Company Limited at its AGM held on April 11, 2025 approved appointment of Mr. Thongchai Keeratihuttayagorn as a new director of Company.
お知らせ • Apr 11SISB Public Company Limited Approves Payment of Dividend for the Operating Results of the Year 2024SISB Public Company Limited at its AGM held on April 11, 2025 approved payment of dividend at a rate of THB 0.42 per share, for the operating results of the year 2024.
Declared Dividend • Feb 22Dividend increased to ฿0.42Dividend of ฿0.42 is 35% higher than last year. Ex-date: 7th March 2025 Payment date: 2nd May 2025 Dividend yield will be 1.8%, which is lower than the industry average of 3.0%. Payout Ratios Payout ratio: 34%. Cash payout ratio: 39%.
Reported Earnings • Feb 21Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: ฿0.94 (up from ฿0.70 in FY 2023). Revenue: ฿2.39b (up 24% from FY 2023). Net income: ฿885.2m (up 35% from FY 2023). Profit margin: 37% (up from 34% in FY 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.1%. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 14% growth forecast for the Consumer Services industry in Asia. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has only increased by 36% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 21SISB Public Company Limited, Annual General Meeting, Apr 11, 2025SISB Public Company Limited, Annual General Meeting, Apr 11, 2025, at 10:00 SE Asia Standard Time. Location: silpapirom creative arts and centre, singapore international school of bangkok, Thailand
お知らせ • Feb 20SISB Public Company Limited Proposes Cash Dividend for Operating Period from January 1, 2024 to December 31, 2024, Payable on May 2, 2025SISB Public Company Limited at its board meeting held on February 20, 2025, to propose the shareholders' meeting to consider and approve the cash dividend payment for Operating Period from January 1, 2024 to December 31, 2024 of THB 0.42 per share payable to shareholders on the record date of March 10, 2025, the ex-date is March 7, 2025. Payable date is May 2, 2025.
Price Target Changed • Jan 17Price target decreased by 8.7% to ฿39.95Down from ฿43.75, the current price target is an average from 4 analysts. New target price is 57% above last closing price of ฿25.50. Stock is down 29% over the past year. The company is forecast to post earnings per share of ฿0.94 for next year compared to ฿0.70 last year.
Valuation Update With 7 Day Price Move • Jan 14Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ฿25.50, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 14x in the Consumer Services industry in Asia. Total returns to shareholders of 178% over the past three years.
Reported Earnings • Aug 14Second quarter 2024 earnings: EPS exceeds analyst expectationsSecond quarter 2024 results: EPS: ฿0.22 (up from ฿0.17 in 2Q 2023). Revenue: ฿569.2m (up 32% from 2Q 2023). Net income: ฿209.7m (up 35% from 2Q 2023). Profit margin: 37% (in line with 2Q 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.1%. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Consumer Services industry in Asia. Over the last 3 years on average, earnings per share has increased by 49% per year whereas the company’s share price has increased by 47% per year.
Buy Or Sell Opportunity • Jul 01Now 26% undervalued after recent price dropOver the last 90 days, the stock has fallen 12% to ฿36.25. The fair value is estimated to be ฿49.21, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last 3 years. Earnings per share has grown by 49%. Revenue is forecast to grow by 43% in 2 years. Earnings are forecast to grow by 75% in the next 2 years.
Buy Or Sell Opportunity • Jun 26Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 10% to ฿36.75. The fair value is estimated to be ฿46.18, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last 3 years. Earnings per share has grown by 49%. Revenue is forecast to grow by 43% in 2 years. Earnings are forecast to grow by 75% in the next 2 years.
Reported Earnings • May 14First quarter 2024 earnings released: EPS: ฿0.23 (vs ฿0.17 in 1Q 2023)First quarter 2024 results: EPS: ฿0.23 (up from ฿0.17 in 1Q 2023). Revenue: ฿572.1m (up 31% from 1Q 2023). Net income: ฿211.9m (up 33% from 1Q 2023). Profit margin: 37% (in line with 1Q 2023). Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Consumer Services industry in Asia. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has increased by 60% per year, which means it is tracking significantly ahead of earnings growth.
Buy Or Sell Opportunity • Apr 24Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 8.9% to ฿39.75. The fair value is estimated to be ฿32.77, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Earnings per share has grown by 48%. For the next 3 years, revenue is forecast to grow by 17% per annum. Earnings are also forecast to grow by 24% per annum over the same time period.
お知らせ • Apr 11SISB Public Company Limited Approves Dividend for the Year Ended December 31, 2023SISB Public Company Limited announced at the AGM held on April 11, 2024, approved payment of dividend in respect of the Company's operating results ended as at 31 December 2023, to the shareholders at THB 0.31 per share, totalling THB 291,400,000.
New Risk • Apr 09New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Thai stocks, typically moving 6.0% 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. This is currently the only risk that has been identified for the company.
Price Target Changed • Mar 28Price target increased by 9.8% to ฿46.67Up from ฿42.50, the current price target is an average from 3 analysts. New target price is 14% above last closing price of ฿41.00. Stock is up 40% over the past year. The company is forecast to post earnings per share of ฿0.97 for next year compared to ฿0.70 last year.
Price Target Changed • Mar 27Price target increased by 9.1% to ฿44.17Up from ฿40.50, the current price target is an average from 3 analysts. New target price is 8.4% above last closing price of ฿40.75. Stock is up 38% over the past year. The company is forecast to post earnings per share of ฿0.95 for next year compared to ฿0.70 last year.
Buy Or Sell Opportunity • Mar 01Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 37% to ฿43.00. The fair value is estimated to be ฿35.60, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Earnings per share has grown by 48%. Revenue is forecast to grow by 51% in 2 years. Earnings are forecast to grow by 74% in the next 2 years.
Upcoming Dividend • Mar 01Upcoming dividend of ฿0.31 per shareEligible shareholders must have bought the stock before 08 March 2024. Payment date: 02 May 2024. Payout ratio is a comfortable 44% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of Thai dividend payers (6.4%). Lower than average of industry peers (3.7%).
Declared Dividend • Feb 25Dividend increased to ฿0.31Dividend of ฿0.31 is 94% higher than last year. Ex-date: 8th March 2024 Payment date: 2nd May 2024 Dividend yield will be 0.8%, which is lower than the industry average of 3.0%. Payout Ratios Payout ratio: 27%. Cash payout ratio: 32%.
Reported Earnings • Feb 24Full year 2023 earnings: Revenues and EPS in line with analyst expectationsFull year 2023 results: EPS: ฿0.70 (up from ฿0.39 in FY 2022). Revenue: ฿1.93b (up 44% from FY 2022). Net income: ฿653.5m (up 77% from FY 2022). Profit margin: 34% (up from 28% in FY 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 19% p.a. on average during the next 2 years, compared to a 15% growth forecast for the Consumer Services industry in Asia. Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has increased by 67% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Feb 24SISB Public Company Limited, Annual General Meeting, Apr 11, 2024SISB Public Company Limited, Annual General Meeting, Apr 11, 2024, at 10:00 SE Asia Standard Time. Agenda: To consider and certify the minutes of 2023 Annual General Meeting of Shareholders; to consider and acknowledge the Company's 2023 operating result; to consider and approve the consolidated financial statements for the year ended 31 December 2023; to consider and approve the payment of dividend in respect of the Company's operating results ended as at 31 December 2023 and the appropriation of profit as legal reserve; and to consider other matters.
Reported Earnings • Nov 14Third quarter 2023 earnings: EPS and revenues exceed analyst expectationsThird quarter 2023 results: EPS: ฿0.14 (up from ฿0.11 in 3Q 2022). Revenue: ฿492.6m (up 42% from 3Q 2022). Net income: ฿128.5m (up 29% from 3Q 2022). Profit margin: 26% (down from 29% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.6%. Earnings per share (EPS) also surpassed analyst estimates by 7.7%. Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Consumer Services industry in Asia. Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has increased by 51% per year, which means it is tracking significantly ahead of earnings growth.
New Risk • Aug 17New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 25% 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. This is currently the only risk that has been identified for the company.
Reported Earnings • Aug 16Second quarter 2023 earnings released: EPS: ฿0.17 (vs ฿0.083 in 2Q 2022)Second quarter 2023 results: EPS: ฿0.17 (up from ฿0.083 in 2Q 2022). Revenue: ฿431.4m (up 40% from 2Q 2022). Net income: ฿155.4m (up 99% from 2Q 2022). Profit margin: 36% (up from 26% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Consumer Services industry in Asia. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has increased by 59% per year, which means it is tracking significantly ahead of earnings growth.
Price Target Changed • Jun 09Price target increased by 16% to ฿43.38Up from ฿37.33, the current price target is an average from 4 analysts. New target price is 9.8% above last closing price of ฿39.50. Stock is up 211% over the past year. The company is forecast to post earnings per share of ฿0.77 for next year compared to ฿0.39 last year.
Major Estimate Revision • May 22Consensus EPS estimates increase by 11%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has improved. 2023 revenue forecast increased from ฿1.76b to ฿1.84b. EPS estimate increased from ฿0.703 to ฿0.78 per share. Net income forecast to grow 63% next year vs 26% growth forecast for Consumer Services industry in Thailand. Consensus price target up from ฿34.67 to ฿37.33. Share price rose 6.1% to ฿35.00 over the past week.
Reported Earnings • May 18First quarter 2023 earnings released: EPS: ฿0.17 (vs ฿0.067 in 1Q 2022)First quarter 2023 results: EPS: ฿0.17 (up from ฿0.067 in 1Q 2022). Revenue: ฿435.5m (up 51% from 1Q 2022). Net income: ฿159.0m (up 152% from 1Q 2022). Profit margin: 37% (up from 22% in 1Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Consumer Services industry in Asia. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has increased by 60% per year, which means it is tracking significantly ahead of earnings growth.
Major Estimate Revision • Apr 01Consensus EPS estimates increase by 13%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has improved. 2023 revenue forecast increased from ฿1.60b to ฿1.74b. EPS estimate increased from ฿0.60 to ฿0.68 per share. Net income forecast to grow 70% next year vs 26% growth forecast for Consumer Services industry in Thailand. Consensus price target up from ฿26.00 to ฿32.33. Share price rose 11% to ฿29.50 over the past week.
Valuation Update With 7 Day Price Move • Mar 27Investor sentiment improves as stock rises 19%After last week's 19% share price gain to ฿29.25, the stock trades at a forward P/E ratio of 49x. Average forward P/E is 15x in the Consumer Services industry in Asia. Total returns to shareholders of 344% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ฿40.45 per share.
Upcoming Dividend • Mar 02Upcoming dividend of ฿0.16 per share at 0.6% yieldEligible shareholders must have bought the stock before 09 March 2023. Payment date: 24 April 2023. Payout ratio is a comfortable 41% and this is well supported by cash flows. Trailing yield: 0.6%. Lower than top quartile of Thai dividend payers (5.7%). Lower than average of industry peers (3.2%).
Reported Earnings • Feb 27Full year 2022 earnings: EPS misses analyst expectationsFull year 2022 results: EPS: ฿0.39 (up from ฿0.22 in FY 2021). Revenue: ฿1.34b (up 25% from FY 2021). Net income: ฿369.3m (up 77% from FY 2021). Profit margin: 28% (up from 20% in FY 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 1.3%. Revenue is forecast to grow 22% p.a. on average during the next 2 years, compared to a 19% growth forecast for the Consumer Services industry in Asia. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has increased by 48% per year, which means it is tracking significantly ahead of earnings growth.
Price Target Changed • Jan 23Price target increased to ฿26.00Up from ฿21.70, the current price target is an average from 2 analysts. New target price is 13% above last closing price of ฿23.00. Stock is up 147% over the past year. The company is forecast to post earnings per share of ฿0.40 for next year compared to ฿0.22 last year.
Reported Earnings • Nov 18Third quarter 2022 earnings: EPS and revenues exceed analyst expectationsThird quarter 2022 results: EPS: ฿0.11 (up from ฿0.05 in 3Q 2021). Revenue: ฿347.9m (up 35% from 3Q 2021). Net income: ฿99.4m (up 116% from 3Q 2021). Profit margin: 29% (up from 18% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.3%. Earnings per share (EPS) also surpassed analyst estimates by 10.0%. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Consumer Services industry in Asia. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 29% per year, which means it is tracking significantly ahead of earnings growth.
Board Change • Nov 16Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 1 highly experienced director. CEO & Director Kelvin Koh was the last director to join the board, commencing their role in 2016. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Major Estimate Revision • Aug 22Consensus EPS estimates increase by 15%The consensus outlook for earnings per share (EPS) in 2022 has improved. 2022 revenue forecast increased from ฿1.25b to ฿1.32b. EPS estimate increased from ฿0.31 to ฿0.35 per share. Net income forecast to grow 69% next year vs 25% growth forecast for Consumer Services industry in Thailand. Consensus price target up from ฿14.90 to ฿16.00. Share price rose 6.0% to ฿14.20 over the past week.
Price Target Changed • Aug 18Price target increased to ฿16.00Up from ฿14.90, the current price target is an average from 2 analysts. New target price is 15% above last closing price of ฿13.90. Stock is up 51% over the past year. The company is forecast to post earnings per share of ฿0.35 for next year compared to ฿0.22 last year.
Reported Earnings • Aug 17Second quarter 2022 earnings: EPS exceeds analyst expectationsSecond quarter 2022 results: EPS: ฿0.083 (up from ฿0.07 in 2Q 2021). Revenue: ฿307.3m (up 14% from 2Q 2021). Net income: ฿78.3m (up 20% from 2Q 2021). Profit margin: 26% (up from 24% in 2Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.8%. Over the next year, revenue is forecast to grow 25%, compared to a 20% growth forecast for the Consumer Services industry in Thailand. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 21% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Jul 21Investor sentiment improved over the past weekAfter last week's 18% share price gain to ฿12.90, the stock trades at a forward P/E ratio of 40x. Average forward P/E is 14x in the Consumer Services industry in Asia. Total returns to shareholders of 69% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ฿19.06 per share.
Major Estimate Revision • Apr 30Consensus EPS estimates increase by 19%The consensus outlook for earnings per share (EPS) in 2022 has improved. 2022 revenue forecast increased from ฿1.22b to ฿1.26b. EPS estimate increased from ฿0.26 to ฿0.31 per share. Net income forecast to grow 37% next year vs 30% growth forecast for Consumer Services industry in Thailand. Consensus price target up from ฿12.00 to ฿13.40. Share price fell 7.1% to ฿13.10 over the past week.
Price Target Changed • Apr 27Price target increased to ฿12.00Up from ฿11.00, the current price target is an average from 2 analysts. New target price is 7.0% below last closing price of ฿12.90. Stock is up 32% over the past year. The company is forecast to post earnings per share of ฿0.26 for next year compared to ฿0.22 last year.
Board Change • Apr 27Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 1 highly experienced director. CEO & Director Kelvin Koh was the last director to join the board, commencing their role in 2016. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Valuation Update With 7 Day Price Move • Apr 19Investor sentiment improved over the past weekAfter last week's 25% share price gain to ฿12.90, the stock trades at a forward P/E ratio of 50x. Average forward P/E is 15x in the Consumer Services industry in Asia. Total returns to shareholders of 75% over the past three years.
Upcoming Dividend • Mar 03Upcoming dividend of ฿0.10 per shareEligible shareholders must have bought the stock before 10 March 2022. Payment date: 22 April 2022. Payout ratio is a comfortable 35% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of Thai dividend payers (5.2%). Lower than average of industry peers (3.3%).
Reported Earnings • Feb 27Full year 2021 earnings: EPS exceeds analyst expectationsFull year 2021 results: EPS: ฿0.22 (up from ฿0.17 in FY 2020). Revenue: ฿1.07b (flat on FY 2020). Net income: ฿208.8m (up 31% from FY 2020). Profit margin: 20% (up from 15% in FY 2020). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 4.8%. Over the next year, revenue is forecast to grow 13%, compared to a 22% growth forecast for the industry in Thailand. Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 11% per year.
Price Target Changed • Jan 13Price target increased to ฿12.00Up from ฿11.00, the current price target is an average from 2 analysts. New target price is 28% above last closing price of ฿9.40. Stock is up 8.7% over the past year. The company is forecast to post earnings per share of ฿0.20 for next year compared to ฿0.17 last year.
Reported Earnings • Nov 17Third quarter 2021 earnings released: EPS ฿0.05 (vs ฿0.031 in 3Q 2020)The company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2021 results: Revenue: ฿257.8m (down 3.5% from 3Q 2020). Net income: ฿46.1m (up 60% from 3Q 2020). Profit margin: 18% (up from 11% in 3Q 2020). The increase in margin was driven by lower expenses.
Reported Earnings • Aug 15Second quarter 2021 earnings released: EPS ฿0.062 (vs ฿0.005 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: ฿272.4m (up 19% from 2Q 2020). Net income: ฿65.5m (up ฿61.2m from 2Q 2020). Profit margin: 24% (up from 1.9% in 2Q 2020). The increase in margin was primarily driven by higher revenue.
Major Estimate Revision • Aug 06Consensus EPS estimates fall to ฿0.22The consensus outlook for earnings per share (EPS) in 2021 has deteriorated. 2021 revenue forecast decreased from ฿1.14b to ฿1.10b. EPS estimate also fell from ฿0.26 to ฿0.22. Net income forecast to grow 36% next year vs 40% growth forecast for Consumer Services industry in Thailand. Consensus price target down from ฿11.57 to ฿11.30. Share price was steady at ฿9.15 over the past week.
Price Target Changed • Jul 21Price target decreased to ฿11.57Down from ฿12.50, the current price target is an average from 3 analysts. New target price is 22% above last closing price of ฿9.45. Stock is up 3.3% over the past year.
Reported Earnings • May 15First quarter 2021 earnings released: EPS ฿0.08 (vs ฿0.063 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: ฿297.1m (up 3.8% from 1Q 2020). Net income: ฿70.6m (up 20% from 1Q 2020). Profit margin: 24% (up from 21% in 1Q 2020).
Valuation Update With 7 Day Price Move • Mar 04Investor sentiment improved over the past weekAfter last week's 17% share price gain to ฿9.50, the stock is trading at a trailing P/E ratio of 55.9x, up from the previous P/E ratio of 47.6x. This compares to an average P/E of 21x in the Consumer Services industry in Asia. Total returns to shareholders over the past year are 5.2%.
Analyst Estimate Surprise Post Earnings • Feb 27Revenue and earnings miss expectationsRevenue missed analyst estimates by 2.3%. Earnings per share (EPS) also missed analyst estimates by 1.9%. Over the next year, revenue is forecast to grow 13%, compared to a 41% growth forecast for the Consumer Services industry in Thailand.
Reported Earnings • Feb 27Full year 2020 earnings released: EPS ฿0.17 (vs ฿0.23 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: ฿1.08b (down 4.6% from FY 2019). Net income: ฿159.9m (down 28% from FY 2019). Profit margin: 15% (down from 20% in FY 2019).
Is New 90 Day High Low • Feb 18New 90-day low: ฿8.40The company is down 5.0% from its price of ฿8.80 on 20 November 2020. The Thai market is up 11% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Services industry, which is up 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ฿18.96 per share.
Major Estimate Revision • Feb 06Analysts increase EPS estimates to ฿0.17The 2020 consensus revenue estimate increased from ฿1.05b to ฿1.07b. The earnings per share estimate also received an upgrade from ฿0.13 to ฿0.17 for the same period. Net income is expected to grow by 42% next year compared to 30% growth forecast for the Consumer Services industry in Thailand. The consensus price target of ฿11.83 was unchanged from the last update. Share price stayed mostly flat at ฿8.85 over the past week.
Is New 90 Day High Low • Dec 16New 90-day high: ฿9.25The company is up 6.0% from its price of ฿8.70 on 17 September 2020. The Thai market is up 15% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Consumer Services industry, which is up 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ฿13.08 per share.
Analyst Estimate Surprise Post Earnings • Nov 17Revenue and earnings beat expectationsRevenue exceeded analyst estimates by 7.3%. Earnings per share (EPS) also surpassed estimates. Over the next year, revenue is forecast to grow 5.8%, compared to a 39% growth forecast for the Consumer Services industry in Thailand.
Reported Earnings • Nov 17Third quarter 2020 earnings released: EPS ฿0.031The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2020 results: Revenue: ฿267.1m (down 7.8% from 3Q 2019). Net income: ฿28.7m (down 52% from 3Q 2019). Profit margin: 11% (down from 21% in 3Q 2019). The decrease in margin was primarily driven by lower revenue.
Is New 90 Day High Low • Nov 16New 90-day high: ฿9.00The company is up 8.0% from its price of ฿8.35 on 18 August 2020. The Thai market is up 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Services industry, which is up 3.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ฿22.26 per share.