View ValuationVeranda Resort 将来の成長Future 基準チェック /06現在、 Veranda Resort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Hospitality 収益成長7.0%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Major Estimate Revision • Mar 31Consensus EPS estimates increase by 15%, revenue downgradedThe consensus outlook for fiscal year 2023 has been updated. 2023 revenue forecast fell from ฿1.74b to ฿1.67b. EPS estimate rose from ฿0.20 to ฿0.23. Net income forecast to grow 6,553% next year vs 87% growth forecast for Hospitality industry in Thailand. Consensus price target up from ฿8.80 to ฿9.40. Share price rose 2.0% to ฿7.60 over the past week.Price Target Changed • Sep 15Price target increased to ฿9.20Up from ฿8.00, the current price target is provided by 1 analyst. New target price is 29% above last closing price of ฿7.15. Stock is up 6.7% over the past year. The company is forecast to post earnings per share of ฿0.13 next year compared to a net loss per share of ฿0.34 last year.Price Target Changed • Dec 09Price target decreased to ฿8.00Down from ฿8.70, the current price target is provided by 1 analyst. New target price is 30% above last closing price of ฿6.15. The company is forecast to post a net loss per share of ฿0.26 compared to earnings per share of ฿0.058 last year.すべての更新を表示Recent updatesUpcoming Dividend • Apr 28Upcoming dividend of ฿0.18 per shareEligible shareholders must have bought the stock before 05 May 2026. Payment date: 20 May 2026. Payout ratio is a comfortable 59% but the company is not cash flow positive. Trailing yield: 4.4%. Lower than top quartile of Thai dividend payers (7.5%). Higher than average of industry peers (3.2%).New Risk • Mar 05New 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: 4.3% 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 Interest payments are not well covered by earnings (2.7x net interest cover). Minor Risks Paying a dividend despite having no free cash flows. Market cap is less than US$100m (฿1.36b market cap, or US$42.8m).Reported Earnings • Mar 02Full year 2025 earnings released: EPS: ฿0.32 (vs ฿0.16 in FY 2024)Full year 2025 results: EPS: ฿0.32 (up from ฿0.16 in FY 2024). Revenue: ฿1.58b (up 2.6% from FY 2024). Net income: ฿100.8m (up 97% from FY 2024). Profit margin: 6.4% (up from 3.3% in FY 2024). Over the last 3 years on average, earnings per share has increased by 57% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.Declared Dividend • Mar 02Dividend of ฿0.18 announcedShareholders will receive a dividend of ฿0.18. Ex-date: 5th May 2026 Payment date: 20th May 2026 Dividend yield will be 4.0%, which is higher than the industry average of 1.7%. Sustainability & Growth Dividend is covered by earnings (61% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has decreased over the past 66 years, indicating a lack of growth and stability in payments. Earnings per share has grown by 40% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.お知らせ • Feb 27+ 1 more updateVeranda Resort Public Company Limited announces Annual dividend, payable on May 20, 2026Veranda Resort Public Company Limited announced Annual dividend of THB 0.1850 per share payable on May 20, 2026, ex-date on May 05, 2026 and record date on May 06, 2026.Reported Earnings • Aug 16Second quarter 2025 earnings released: EPS: ฿0.037 (vs ฿0.002 in 2Q 2024)Second quarter 2025 results: EPS: ฿0.037 (up from ฿0.002 in 2Q 2024). Revenue: ฿314.5m (down 9.9% from 2Q 2024). Net income: ฿11.9m (up ฿11.2m from 2Q 2024). Profit margin: 3.8% (up from 0.2% in 2Q 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.Reported Earnings • May 17First quarter 2025 earnings released: EPS: ฿0.13 (vs ฿0.11 in 1Q 2024)First quarter 2025 results: EPS: ฿0.13 (up from ฿0.11 in 1Q 2024). Revenue: ฿427.9m (up 1.7% from 1Q 2024). Net income: ฿42.9m (up 18% from 1Q 2024). Profit margin: 10.0% (up from 8.6% in 1Q 2024). Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.お知らせ • Apr 25Veranda Resort Public Company Limited Approves DividendVeranda Resort Public Company Limited resolved to approve the allocation as legal reserve amounts THB 1,215,116 and dividend payment at the rate of THB 0.125 per share, totaling THB 39,960,209, from the net profit of the operating results in 2024, as proposed in all respects, .Upcoming Dividend • Apr 25Upcoming dividend of ฿0.13 per shareEligible shareholders must have bought the stock before 02 May 2025. Payment date: 16 May 2025. Payout ratio is on the higher end at 78% but the company is not cash flow positive. Trailing yield: 2.8%. Lower than top quartile of Thai dividend payers (7.9%). In line with average of industry peers (3.1%).New Risk • Mar 01New major risk - Revenue and earnings growthEarnings have declined by 28% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.8x net interest cover). Earnings have declined by 28% per year over the past 5 years. Minor Risk Market cap is less than US$100m (฿1.47b market cap, or US$42.9m).お知らせ • Feb 28Veranda Resort Public Company Limited, Annual General Meeting, Apr 24, 2025Veranda Resort Public Company Limited, Annual General Meeting, Apr 24, 2025, at 10:00 SE Asia Standard Time.お知らせ • Feb 27Veranda Resort Public Company Limited Proposes Dividend for the Year Ended December 31, 2024, Payable on May 16, 2025Veranda Resort Public Company Limited proposed dividend of THB 0.125 per share for the year ended December 31, 2024. Payment date is May 16, 2025. Record date for the right to receive dividends is May 6, 2025. Ex-dividend date is May 2, 2025.Reported Earnings • Aug 10Second quarter 2024 earnings released: EPS: ฿0.002 (vs ฿0.05 loss in 2Q 2023)Second quarter 2024 results: EPS: ฿0.002 (up from ฿0.05 loss in 2Q 2023). Revenue: ฿348.9m (up 11% from 2Q 2023). Net income: ฿667.0k (up ฿15.4m from 2Q 2023). Profit margin: 0.2% (up from net loss in 2Q 2023). Revenue is forecast to grow 25% p.a. on average during the next 2 years, compared to a 9.7% growth forecast for the Hospitality industry in Thailand. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.Reported Earnings • May 12First quarter 2024 earnings released: EPS: ฿0.11 (vs ฿0.022 in 1Q 2023)First quarter 2024 results: EPS: ฿0.11 (up from ฿0.022 in 1Q 2023). Revenue: ฿420.9m (up 10.0% from 1Q 2023). Net income: ฿36.3m (up 413% from 1Q 2023). Profit margin: 8.6% (up from 1.8% in 1Q 2023). Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.New Risk • Feb 24New major risk - Revenue and earnings growthEarnings have declined by 63% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (0.6x net interest cover). Earnings have declined by 63% per year over the past 5 years. Minor Risk Market cap is less than US$100m (฿1.61b market cap, or US$44.9m).お知らせ • Feb 24Veranda Resort Public Company Limited, Annual General Meeting, Apr 26, 2024Veranda Resort Public Company Limited, Annual General Meeting, Apr 26, 2024, at 10:00 SE Asia Standard Time. Agenda: To acknowledge the company's Operation Results of the year 2023; To consider the approval of the financial statements for the year 2023 as of 31 December 2023; To consider the approval for the no allocation of the statutory reserve and omission of dividend payment; To consider the approval the re-appointment of the Company's Directors in place of the.Reported Earnings • Nov 14Third quarter 2023 earnings released: ฿0.06 loss per share (vs ฿0.006 profit in 3Q 2022)Third quarter 2023 results: ฿0.06 loss per share (down from ฿0.006 profit in 3Q 2022). Revenue: ฿328.5m (flat on 3Q 2022). Net loss: ฿20.4m (down ฿22.4m from profit in 3Q 2022). Revenue is forecast to grow 42% p.a. on average during the next 2 years, compared to a 10% growth forecast for the Hospitality industry in Thailand. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.お知らせ • Sep 09+ 1 more updateVeranda Resort Public Company Limited Announces Name Change of Verawat Ongvasit to Pawatt Ongvasith as CEOVeranda Resort Public Company Limited announced that Verawat Ongvasith, Chief Executive Officer has changed his name to Pawatt Ongvasith on September 7, 2023.Reported Earnings • Aug 12Second quarter 2023 earnings released: ฿0.05 loss per share (vs ฿0.005 profit in 2Q 2022)Second quarter 2023 results: ฿0.05 loss per share (down from ฿0.005 profit in 2Q 2022). Revenue: ฿315.4m (down 2.6% from 2Q 2022). Net loss: ฿14.8m (down ฿16.5m from profit in 2Q 2022). Revenue is forecast to grow 36% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Hospitality industry in Thailand. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has increased by 3% per year.Major Estimate Revision • Mar 31Consensus EPS estimates increase by 15%, revenue downgradedThe consensus outlook for fiscal year 2023 has been updated. 2023 revenue forecast fell from ฿1.74b to ฿1.67b. EPS estimate rose from ฿0.20 to ฿0.23. Net income forecast to grow 6,553% next year vs 87% growth forecast for Hospitality industry in Thailand. Consensus price target up from ฿8.80 to ฿9.40. Share price rose 2.0% to ฿7.60 over the past week.Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 6 non-independent directors. Independent Director Paiboon Kujareevanich was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Price Target Changed • Sep 15Price target increased to ฿9.20Up from ฿8.00, the current price target is provided by 1 analyst. New target price is 29% above last closing price of ฿7.15. Stock is up 6.7% over the past year. The company is forecast to post earnings per share of ฿0.13 next year compared to a net loss per share of ฿0.34 last year.Reported Earnings • Aug 17Second quarter 2022 earnings releasedSecond quarter 2022 results: Revenue: ฿323.9m (up 3.0% from 2Q 2021). Net income: ฿1.72m (up ฿37.1m from 2Q 2021). Profit margin: 0.5% (up from net loss in 2Q 2021). The move to profitability was primarily driven by lower expenses. Over the next year, revenue is forecast to grow 28%, compared to a 50% growth forecast for the Hospitality industry in Thailand. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 121 percentage points per year, which is a significant difference in performance.Reported Earnings • May 16First quarter 2022 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2022 results: ฿0.07 loss per share (up from ฿0.11 loss in 1Q 2021). Revenue: ฿306.9m (down 14% from 1Q 2021). Net loss: ฿21.4m (loss narrowed 38% from 1Q 2021). Revenue exceeded analyst estimates by 6.0%. Earnings per share (EPS) also surpassed analyst estimates by 24%. Over the next year, revenue is forecast to grow 25%, compared to a 65% growth forecast for the industry in Thailand. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 111 percentage points per year, which is a significant difference in performance.Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 6 non-independent directors. Independent Director Paiboon Kujareevanich was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Feb 27Full year 2021 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2021 results: ฿0.34 loss per share (down from ฿0.058 profit in FY 2020). Revenue: ฿1.31b (down 35% from FY 2020). Net loss: ฿107.2m (down ฿125.9m from profit in FY 2020). Revenue exceeded analyst estimates by 6.0%. Earnings per share (EPS) missed analyst estimates by 24%. Over the next year, revenue is forecast to grow 16%, compared to a 60% growth forecast for the restaurants industry in Thailand.Price Target Changed • Dec 09Price target decreased to ฿8.00Down from ฿8.70, the current price target is provided by 1 analyst. New target price is 30% above last closing price of ฿6.15. The company is forecast to post a net loss per share of ฿0.26 compared to earnings per share of ฿0.058 last year.Reported Earnings • Nov 15Third quarter 2021 earnings released: ฿0.16 loss per share (vs ฿0.027 loss in 3Q 2020)The company reported a poor third quarter result with increased losses, weaker revenues and weaker control over costs. Third quarter 2021 results: Revenue: ฿239.8m (down 49% from 3Q 2020). Net loss: ฿49.8m (loss widened 482% from 3Q 2020).Reported Earnings • Aug 10Second quarter 2021 earnings released: ฿0.11 loss per share (vs ฿0.004 profit in 2Q 2020)The company reported a poor second quarter result with weaker earnings, revenues and control over costs. Second quarter 2021 results: Revenue: ฿314.5m (down 40% from 2Q 2020). Net loss: ฿35.4m (down ฿36.7m from profit in 2Q 2020).Reported Earnings • May 13First quarter 2021 earnings released: ฿0.11 loss per share (vs ฿0.059 profit in 1Q 2020)The company reported a poor first quarter result with weaker earnings, revenues and control over costs. First quarter 2021 results: Revenue: ฿356.1m (down 30% from 1Q 2020). Net loss: ฿34.7m (down 285% from profit in 1Q 2020).Upcoming Dividend • Apr 24Upcoming dividend of ฿0.10 per shareEligible shareholders must have bought the stock before 30 April 2021. Payment date: 19 May 2021. Trailing yield: 3.1%. Lower than top quartile of Thai dividend payers (4.9%). Higher than average of industry peers (1.2%).Is New 90 Day High Low • Mar 02New 90-day high: ฿6.25The company is up 2.0% from its price of ฿6.15 on 02 December 2020. The Thai market is up 6.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Hospitality industry, which is up 10.0% over the same period.Reported Earnings • Feb 27Full year 2020 earnings released: EPS ฿0.06 (vs ฿0.28 in FY 2019)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2020 results: Revenue: ฿2.00b (up 15% from FY 2019). Net income: ฿18.7m (down 78% from FY 2019). Profit margin: 0.9% (down from 4.8% in FY 2019). The decrease in margin was driven by higher expenses.Reported Earnings • Nov 14Third quarter 2020 earnings released: ฿0.027 loss per shareThe company reported a soft third quarter result with weaker earnings and control over expenses, although revenues were improved. Third quarter 2020 results: Revenue: ฿465.4m (up 9.8% from 3Q 2019). Net loss: ฿8.56m (down 183% from profit in 3Q 2019).Is New 90 Day High Low • Nov 06New 90-day low: ฿5.40The company is down 10.0% from its price of ฿6.00 on 07 August 2020. The Thai market is down 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Hospitality industry, which is down 9.0% over the same period.Is New 90 Day High Low • Oct 19New 90-day low: ฿5.50The company is down 5.0% from its price of ฿5.80 on 21 July 2020. The Thai market is down 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Hospitality industry, which is down 12% over the same period. このセクションでは通常、投資家が会社の利益創出能力を理解する一助となるよう、プロのアナリストのコンセンサス予想に基づく収益と利益の成長予測を提示する。しかし、Veranda Resort 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:VRANDA - 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12/31/20251,577101-29184N/A9/30/20251,48166-298224N/A6/30/20251,50969-425349N/A3/31/20251,54358-477423N/A12/31/20241,53751-453438N/A9/30/20241,535-71-349322N/A6/30/20241,474-96-276295N/A3/31/20241,441-112-244268N/A12/31/20231,402-141-210228N/A9/30/20231,432-9-82245N/A6/30/20231,4331323210N/A3/31/20231,44230128240N/A12/31/20221,3661164240N/A9/30/20221,358-5238336N/A6/30/20221,268-57238334N/A3/31/20221,258-94259372N/A12/31/20211,307-107273410N/A9/30/20211,411-113-227364N/A6/30/20211,637-72-187440N/A3/31/20211,847-35-69568N/A12/31/20202,00319-213419N/A9/30/20201,9171671267N/A6/30/20201,87635-12447N/A3/31/20201,75744-320-159N/A12/31/20191,74783-189-31N/A9/30/20191,914143N/A209N/A6/30/20191,986159N/A417N/A3/31/20192,133173N/A606N/A12/31/20182,431236N/A831N/A9/30/20182,389197N/A736N/A6/30/20182,433195N/A715N/A3/31/20182,205157N/A486N/A12/31/20171,73122N/A177N/A12/31/20161,210-18N/A-4N/A12/31/2015977-18N/A5N/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: VRANDA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: VRANDA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: VRANDA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: VRANDA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: VRANDA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: VRANDA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-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2026/05/16 14:43終値2026/05/15 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Veranda Resort 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Jindanuch PraveschotinuntYuanta Securities (Thailand) Company Limited
Major Estimate Revision • Mar 31Consensus EPS estimates increase by 15%, revenue downgradedThe consensus outlook for fiscal year 2023 has been updated. 2023 revenue forecast fell from ฿1.74b to ฿1.67b. EPS estimate rose from ฿0.20 to ฿0.23. Net income forecast to grow 6,553% next year vs 87% growth forecast for Hospitality industry in Thailand. Consensus price target up from ฿8.80 to ฿9.40. Share price rose 2.0% to ฿7.60 over the past week.
Price Target Changed • Sep 15Price target increased to ฿9.20Up from ฿8.00, the current price target is provided by 1 analyst. New target price is 29% above last closing price of ฿7.15. Stock is up 6.7% over the past year. The company is forecast to post earnings per share of ฿0.13 next year compared to a net loss per share of ฿0.34 last year.
Price Target Changed • Dec 09Price target decreased to ฿8.00Down from ฿8.70, the current price target is provided by 1 analyst. New target price is 30% above last closing price of ฿6.15. The company is forecast to post a net loss per share of ฿0.26 compared to earnings per share of ฿0.058 last year.
Upcoming Dividend • Apr 28Upcoming dividend of ฿0.18 per shareEligible shareholders must have bought the stock before 05 May 2026. Payment date: 20 May 2026. Payout ratio is a comfortable 59% but the company is not cash flow positive. Trailing yield: 4.4%. Lower than top quartile of Thai dividend payers (7.5%). Higher than average of industry peers (3.2%).
New Risk • Mar 05New 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: 4.3% 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 Interest payments are not well covered by earnings (2.7x net interest cover). Minor Risks Paying a dividend despite having no free cash flows. Market cap is less than US$100m (฿1.36b market cap, or US$42.8m).
Reported Earnings • Mar 02Full year 2025 earnings released: EPS: ฿0.32 (vs ฿0.16 in FY 2024)Full year 2025 results: EPS: ฿0.32 (up from ฿0.16 in FY 2024). Revenue: ฿1.58b (up 2.6% from FY 2024). Net income: ฿100.8m (up 97% from FY 2024). Profit margin: 6.4% (up from 3.3% in FY 2024). Over the last 3 years on average, earnings per share has increased by 57% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.
Declared Dividend • Mar 02Dividend of ฿0.18 announcedShareholders will receive a dividend of ฿0.18. Ex-date: 5th May 2026 Payment date: 20th May 2026 Dividend yield will be 4.0%, which is higher than the industry average of 1.7%. Sustainability & Growth Dividend is covered by earnings (61% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has decreased over the past 66 years, indicating a lack of growth and stability in payments. Earnings per share has grown by 40% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
お知らせ • Feb 27+ 1 more updateVeranda Resort Public Company Limited announces Annual dividend, payable on May 20, 2026Veranda Resort Public Company Limited announced Annual dividend of THB 0.1850 per share payable on May 20, 2026, ex-date on May 05, 2026 and record date on May 06, 2026.
Reported Earnings • Aug 16Second quarter 2025 earnings released: EPS: ฿0.037 (vs ฿0.002 in 2Q 2024)Second quarter 2025 results: EPS: ฿0.037 (up from ฿0.002 in 2Q 2024). Revenue: ฿314.5m (down 9.9% from 2Q 2024). Net income: ฿11.9m (up ฿11.2m from 2Q 2024). Profit margin: 3.8% (up from 0.2% in 2Q 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.
Reported Earnings • May 17First quarter 2025 earnings released: EPS: ฿0.13 (vs ฿0.11 in 1Q 2024)First quarter 2025 results: EPS: ฿0.13 (up from ฿0.11 in 1Q 2024). Revenue: ฿427.9m (up 1.7% from 1Q 2024). Net income: ฿42.9m (up 18% from 1Q 2024). Profit margin: 10.0% (up from 8.6% in 1Q 2024). Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.
お知らせ • Apr 25Veranda Resort Public Company Limited Approves DividendVeranda Resort Public Company Limited resolved to approve the allocation as legal reserve amounts THB 1,215,116 and dividend payment at the rate of THB 0.125 per share, totaling THB 39,960,209, from the net profit of the operating results in 2024, as proposed in all respects, .
Upcoming Dividend • Apr 25Upcoming dividend of ฿0.13 per shareEligible shareholders must have bought the stock before 02 May 2025. Payment date: 16 May 2025. Payout ratio is on the higher end at 78% but the company is not cash flow positive. Trailing yield: 2.8%. Lower than top quartile of Thai dividend payers (7.9%). In line with average of industry peers (3.1%).
New Risk • Mar 01New major risk - Revenue and earnings growthEarnings have declined by 28% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.8x net interest cover). Earnings have declined by 28% per year over the past 5 years. Minor Risk Market cap is less than US$100m (฿1.47b market cap, or US$42.9m).
お知らせ • Feb 28Veranda Resort Public Company Limited, Annual General Meeting, Apr 24, 2025Veranda Resort Public Company Limited, Annual General Meeting, Apr 24, 2025, at 10:00 SE Asia Standard Time.
お知らせ • Feb 27Veranda Resort Public Company Limited Proposes Dividend for the Year Ended December 31, 2024, Payable on May 16, 2025Veranda Resort Public Company Limited proposed dividend of THB 0.125 per share for the year ended December 31, 2024. Payment date is May 16, 2025. Record date for the right to receive dividends is May 6, 2025. Ex-dividend date is May 2, 2025.
Reported Earnings • Aug 10Second quarter 2024 earnings released: EPS: ฿0.002 (vs ฿0.05 loss in 2Q 2023)Second quarter 2024 results: EPS: ฿0.002 (up from ฿0.05 loss in 2Q 2023). Revenue: ฿348.9m (up 11% from 2Q 2023). Net income: ฿667.0k (up ฿15.4m from 2Q 2023). Profit margin: 0.2% (up from net loss in 2Q 2023). Revenue is forecast to grow 25% p.a. on average during the next 2 years, compared to a 9.7% growth forecast for the Hospitality industry in Thailand. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
Reported Earnings • May 12First quarter 2024 earnings released: EPS: ฿0.11 (vs ฿0.022 in 1Q 2023)First quarter 2024 results: EPS: ฿0.11 (up from ฿0.022 in 1Q 2023). Revenue: ฿420.9m (up 10.0% from 1Q 2023). Net income: ฿36.3m (up 413% from 1Q 2023). Profit margin: 8.6% (up from 1.8% in 1Q 2023). Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
New Risk • Feb 24New major risk - Revenue and earnings growthEarnings have declined by 63% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (0.6x net interest cover). Earnings have declined by 63% per year over the past 5 years. Minor Risk Market cap is less than US$100m (฿1.61b market cap, or US$44.9m).
お知らせ • Feb 24Veranda Resort Public Company Limited, Annual General Meeting, Apr 26, 2024Veranda Resort Public Company Limited, Annual General Meeting, Apr 26, 2024, at 10:00 SE Asia Standard Time. Agenda: To acknowledge the company's Operation Results of the year 2023; To consider the approval of the financial statements for the year 2023 as of 31 December 2023; To consider the approval for the no allocation of the statutory reserve and omission of dividend payment; To consider the approval the re-appointment of the Company's Directors in place of the.
Reported Earnings • Nov 14Third quarter 2023 earnings released: ฿0.06 loss per share (vs ฿0.006 profit in 3Q 2022)Third quarter 2023 results: ฿0.06 loss per share (down from ฿0.006 profit in 3Q 2022). Revenue: ฿328.5m (flat on 3Q 2022). Net loss: ฿20.4m (down ฿22.4m from profit in 3Q 2022). Revenue is forecast to grow 42% p.a. on average during the next 2 years, compared to a 10% growth forecast for the Hospitality industry in Thailand. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
お知らせ • Sep 09+ 1 more updateVeranda Resort Public Company Limited Announces Name Change of Verawat Ongvasit to Pawatt Ongvasith as CEOVeranda Resort Public Company Limited announced that Verawat Ongvasith, Chief Executive Officer has changed his name to Pawatt Ongvasith on September 7, 2023.
Reported Earnings • Aug 12Second quarter 2023 earnings released: ฿0.05 loss per share (vs ฿0.005 profit in 2Q 2022)Second quarter 2023 results: ฿0.05 loss per share (down from ฿0.005 profit in 2Q 2022). Revenue: ฿315.4m (down 2.6% from 2Q 2022). Net loss: ฿14.8m (down ฿16.5m from profit in 2Q 2022). Revenue is forecast to grow 36% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Hospitality industry in Thailand. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has increased by 3% per year.
Major Estimate Revision • Mar 31Consensus EPS estimates increase by 15%, revenue downgradedThe consensus outlook for fiscal year 2023 has been updated. 2023 revenue forecast fell from ฿1.74b to ฿1.67b. EPS estimate rose from ฿0.20 to ฿0.23. Net income forecast to grow 6,553% next year vs 87% growth forecast for Hospitality industry in Thailand. Consensus price target up from ฿8.80 to ฿9.40. Share price rose 2.0% to ฿7.60 over the past week.
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 6 non-independent directors. Independent Director Paiboon Kujareevanich was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Price Target Changed • Sep 15Price target increased to ฿9.20Up from ฿8.00, the current price target is provided by 1 analyst. New target price is 29% above last closing price of ฿7.15. Stock is up 6.7% over the past year. The company is forecast to post earnings per share of ฿0.13 next year compared to a net loss per share of ฿0.34 last year.
Reported Earnings • Aug 17Second quarter 2022 earnings releasedSecond quarter 2022 results: Revenue: ฿323.9m (up 3.0% from 2Q 2021). Net income: ฿1.72m (up ฿37.1m from 2Q 2021). Profit margin: 0.5% (up from net loss in 2Q 2021). The move to profitability was primarily driven by lower expenses. Over the next year, revenue is forecast to grow 28%, compared to a 50% growth forecast for the Hospitality industry in Thailand. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 121 percentage points per year, which is a significant difference in performance.
Reported Earnings • May 16First quarter 2022 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2022 results: ฿0.07 loss per share (up from ฿0.11 loss in 1Q 2021). Revenue: ฿306.9m (down 14% from 1Q 2021). Net loss: ฿21.4m (loss narrowed 38% from 1Q 2021). Revenue exceeded analyst estimates by 6.0%. Earnings per share (EPS) also surpassed analyst estimates by 24%. Over the next year, revenue is forecast to grow 25%, compared to a 65% growth forecast for the industry in Thailand. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 111 percentage points per year, which is a significant difference in performance.
Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 6 non-independent directors. Independent Director Paiboon Kujareevanich was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Feb 27Full year 2021 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2021 results: ฿0.34 loss per share (down from ฿0.058 profit in FY 2020). Revenue: ฿1.31b (down 35% from FY 2020). Net loss: ฿107.2m (down ฿125.9m from profit in FY 2020). Revenue exceeded analyst estimates by 6.0%. Earnings per share (EPS) missed analyst estimates by 24%. Over the next year, revenue is forecast to grow 16%, compared to a 60% growth forecast for the restaurants industry in Thailand.
Price Target Changed • Dec 09Price target decreased to ฿8.00Down from ฿8.70, the current price target is provided by 1 analyst. New target price is 30% above last closing price of ฿6.15. The company is forecast to post a net loss per share of ฿0.26 compared to earnings per share of ฿0.058 last year.
Reported Earnings • Nov 15Third quarter 2021 earnings released: ฿0.16 loss per share (vs ฿0.027 loss in 3Q 2020)The company reported a poor third quarter result with increased losses, weaker revenues and weaker control over costs. Third quarter 2021 results: Revenue: ฿239.8m (down 49% from 3Q 2020). Net loss: ฿49.8m (loss widened 482% from 3Q 2020).
Reported Earnings • Aug 10Second quarter 2021 earnings released: ฿0.11 loss per share (vs ฿0.004 profit in 2Q 2020)The company reported a poor second quarter result with weaker earnings, revenues and control over costs. Second quarter 2021 results: Revenue: ฿314.5m (down 40% from 2Q 2020). Net loss: ฿35.4m (down ฿36.7m from profit in 2Q 2020).
Reported Earnings • May 13First quarter 2021 earnings released: ฿0.11 loss per share (vs ฿0.059 profit in 1Q 2020)The company reported a poor first quarter result with weaker earnings, revenues and control over costs. First quarter 2021 results: Revenue: ฿356.1m (down 30% from 1Q 2020). Net loss: ฿34.7m (down 285% from profit in 1Q 2020).
Upcoming Dividend • Apr 24Upcoming dividend of ฿0.10 per shareEligible shareholders must have bought the stock before 30 April 2021. Payment date: 19 May 2021. Trailing yield: 3.1%. Lower than top quartile of Thai dividend payers (4.9%). Higher than average of industry peers (1.2%).
Is New 90 Day High Low • Mar 02New 90-day high: ฿6.25The company is up 2.0% from its price of ฿6.15 on 02 December 2020. The Thai market is up 6.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Hospitality industry, which is up 10.0% over the same period.
Reported Earnings • Feb 27Full year 2020 earnings released: EPS ฿0.06 (vs ฿0.28 in FY 2019)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2020 results: Revenue: ฿2.00b (up 15% from FY 2019). Net income: ฿18.7m (down 78% from FY 2019). Profit margin: 0.9% (down from 4.8% in FY 2019). The decrease in margin was driven by higher expenses.
Reported Earnings • Nov 14Third quarter 2020 earnings released: ฿0.027 loss per shareThe company reported a soft third quarter result with weaker earnings and control over expenses, although revenues were improved. Third quarter 2020 results: Revenue: ฿465.4m (up 9.8% from 3Q 2019). Net loss: ฿8.56m (down 183% from profit in 3Q 2019).
Is New 90 Day High Low • Nov 06New 90-day low: ฿5.40The company is down 10.0% from its price of ฿6.00 on 07 August 2020. The Thai market is down 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Hospitality industry, which is down 9.0% over the same period.
Is New 90 Day High Low • Oct 19New 90-day low: ฿5.50The company is down 5.0% from its price of ฿5.80 on 21 July 2020. The Thai market is down 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Hospitality industry, which is down 12% over the same period.