View Future GrowthDo Day Dream 過去の業績過去 基準チェック /06Do Day Dreamの収益は年間平均-42.4%の割合で減少していますが、 Personal Products業界の収益は年間 増加しています。収益は年間7.2% 0.6%割合で 増加しています。 Do Day Dreamの自己資本利益率は0.5%であり、純利益率は2.2%です。主要情報-42.43%収益成長率-42.94%EPS成長率Personal Products 業界の成長3.67%収益成長率0.58%株主資本利益率0.51%ネット・マージン2.22%前回の決算情報31 Mar 2026最近の業績更新Reported Earnings • May 12First quarter 2026 earnings released: ฿0.07 loss per share (vs ฿0.058 profit in 1Q 2025)First quarter 2026 results: ฿0.07 loss per share (down from ฿0.058 profit in 1Q 2025). Revenue: ฿280.3m (down 12% from 1Q 2025). Net loss: ฿22.8m (down 224% from profit in 1Q 2025). Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has fallen by 28% per year, which means it is significantly lagging earnings.Reported Earnings • Feb 24Full year 2025 earnings released: EPS: ฿0.22 (vs ฿0.076 in FY 2024)Full year 2025 results: EPS: ฿0.22 (up from ฿0.076 in FY 2024). Revenue: ฿1.38b (down 4.8% from FY 2024). Net income: ฿70.0m (up 189% from FY 2024). Profit margin: 5.1% (up from 1.7% in FY 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has fallen by 27% per year, which means it is performing significantly worse than earnings.Reported Earnings • Nov 08Third quarter 2025 earnings released: EPS: ฿0.06 (vs ฿0.085 loss in 3Q 2024)Third quarter 2025 results: EPS: ฿0.06 (up from ฿0.085 loss in 3Q 2024). Revenue: ฿339.1m (up 9.9% from 3Q 2024). Net income: ฿19.9m (up ฿46.8m from 3Q 2024). Profit margin: 5.9% (up from net loss in 3Q 2024). The move to profitability was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 49% per year but the company’s share price has only fallen by 30% per year, which means it has not declined as severely as earnings.Reported Earnings • Aug 09Second quarter 2025 earnings releasedSecond quarter 2025 results: Revenue: ฿337.8m (down 11% from 2Q 2024). Net income: ฿14.0m (down 45% from 2Q 2024). Profit margin: 4.1% (down from 6.7% in 2Q 2024). Over the last 3 years on average, earnings per share has fallen by 60% per year but the company’s share price has only fallen by 23% per year, which means it has not declined as severely as earnings.Reported Earnings • May 11First quarter 2025 earnings released: EPS: ฿0.06 (vs ฿0.022 in 1Q 2024)First quarter 2025 results: EPS: ฿0.06 (up from ฿0.022 in 1Q 2024). Revenue: ฿331.1m (down 17% from 1Q 2024). Net income: ฿18.4m (up 160% from 1Q 2024). Profit margin: 5.6% (up from 1.8% in 1Q 2024). Over the last 3 years on average, earnings per share has remained flat but the company’s share price has fallen by 26% per year, which means it is significantly lagging earnings.Reported Earnings • Feb 23Full year 2024 earnings released: EPS: ฿0.08 (vs ฿0.098 loss in FY 2023)Full year 2024 results: EPS: ฿0.08 (up from ฿0.098 loss in FY 2023). Revenue: ฿1.50b (down 6.0% from FY 2023). Net income: ฿24.2m (up ฿55.5m from FY 2023). Profit margin: 1.6% (up from net loss in FY 2023). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 19% per year whereas the company’s share price has fallen by 23% per year.すべての更新を表示Recent updatesReported Earnings • May 12First quarter 2026 earnings released: ฿0.07 loss per share (vs ฿0.058 profit in 1Q 2025)First quarter 2026 results: ฿0.07 loss per share (down from ฿0.058 profit in 1Q 2025). Revenue: ฿280.3m (down 12% from 1Q 2025). Net loss: ฿22.8m (down 224% from profit in 1Q 2025). Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has fallen by 28% per year, which means it is significantly lagging earnings.Upcoming Dividend • Apr 23Upcoming dividend of ฿0.03 per shareEligible shareholders must have bought the stock before 30 April 2026. Payment date: 22 May 2026. Payout ratio is on the higher end at 81%, and the cash payout ratio is above 100%. Trailing yield: 3.4%. Lower than top quartile of Thai dividend payers (7.5%). Lower than average of industry peers (5.3%).New Risk • Mar 31New 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 7.2% 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: Major Risk Earnings have declined by 43% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (7.2% average weekly change). Large one-off items impacting financial results. Market cap is less than US$100m (฿1.80b market cap, or US$54.7m).New Risk • Mar 04New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 115% Dividend yield: 3.3% 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 Earnings have declined by 43% per year over the past 5 years. Minor Risks Dividend is not well covered by cash flows (115% cash payout ratio). Large one-off items impacting financial results. Market cap is less than US$100m (฿1.91b market cap, or US$60.4m).New Risk • Feb 26New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 38% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 43% per year over the past 5 years. Minor Risks Large one-off items impacting financial results. Market cap is less than US$100m (฿2.02b market cap, or US$65.2m).Reported Earnings • Feb 24Full year 2025 earnings released: EPS: ฿0.22 (vs ฿0.076 in FY 2024)Full year 2025 results: EPS: ฿0.22 (up from ฿0.076 in FY 2024). Revenue: ฿1.38b (down 4.8% from FY 2024). Net income: ฿70.0m (up 189% from FY 2024). Profit margin: 5.1% (up from 1.7% in FY 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has fallen by 27% per year, which means it is performing significantly worse than earnings.Declared Dividend • Feb 23Dividend of ฿0.03 announcedDividend of ฿0.03 is the same as last year. Ex-date: 30th April 2026 Payment date: 22nd May 2026 Dividend yield will be 2.9%, which is lower than the industry average of 3.1%. Sustainability & Growth Dividend is covered by earnings (81% earnings payout ratio) but not covered by cash flows (217% cash payout ratio). The dividend has decreased over the past 86 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to decline by 10% to shift the payout ratio to a potentially unsustainable range, which is less than the 33% EPS decline seen over the last 5 years.お知らせ • Feb 20Do Day Dream Public Company Limited, Annual General Meeting, Apr 23, 2026Do Day Dream Public Company Limited, Annual General Meeting, Apr 23, 2026, at 10:00 SE Asia Standard Time.New Risk • Nov 15New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 39% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Large one-off items impacting financial results. Market cap is less than US$100m (฿1.76b market cap, or US$54.1m).Reported Earnings • Nov 08Third quarter 2025 earnings released: EPS: ฿0.06 (vs ฿0.085 loss in 3Q 2024)Third quarter 2025 results: EPS: ฿0.06 (up from ฿0.085 loss in 3Q 2024). Revenue: ฿339.1m (up 9.9% from 3Q 2024). Net income: ฿19.9m (up ฿46.8m from 3Q 2024). Profit margin: 5.9% (up from net loss in 3Q 2024). The move to profitability was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 49% per year but the company’s share price has only fallen by 30% per year, which means it has not declined as severely as earnings.Upcoming Dividend • Aug 14Upcoming dividend of ฿0.15 per shareEligible shareholders must have bought the stock before 21 August 2025. Payment date: 05 September 2025. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 2.4%. Lower than top quartile of Thai dividend payers (7.9%). Lower than average of industry peers (5.6%).Reported Earnings • Aug 09Second quarter 2025 earnings releasedSecond quarter 2025 results: Revenue: ฿337.8m (down 11% from 2Q 2024). Net income: ฿14.0m (down 45% from 2Q 2024). Profit margin: 4.1% (down from 6.7% in 2Q 2024). Over the last 3 years on average, earnings per share has fallen by 60% per year but the company’s share price has only fallen by 23% per year, which means it has not declined as severely as earnings.New Risk • May 14New 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 8.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (8.2% average weekly change). Large one-off items impacting financial results. Market cap is less than US$100m (฿2.22b market cap, or US$66.6m).Reported Earnings • May 11First quarter 2025 earnings released: EPS: ฿0.06 (vs ฿0.022 in 1Q 2024)First quarter 2025 results: EPS: ฿0.06 (up from ฿0.022 in 1Q 2024). Revenue: ฿331.1m (down 17% from 1Q 2024). Net income: ฿18.4m (up 160% from 1Q 2024). Profit margin: 5.6% (up from 1.8% in 1Q 2024). Over the last 3 years on average, earnings per share has remained flat but the company’s share price has fallen by 26% per year, which means it is significantly lagging earnings.お知らせ • Apr 24+ 1 more updateDo Day Dream Public Company Limited Announces Committee ChangesDo Day Dream Public Company Limited at its AGM held in April 22, 2025, approved the appointment of Mr. Sarawut Pornpatanarak as Vice Chairman, Chairman of Executive Committee, Member of Sustainability and Risk Management Committee. Approved to appoint Ms. Wiyada Gongsri as Independent Director, Member of Audit Committee, Chairman of Sustainability and Risk Management Committee, and Member of Nomination and Remuneration Committee.Upcoming Dividend • Apr 22Upcoming dividend of ฿0.03 per shareEligible shareholders must have bought the stock before 29 April 2025. Payment date: 20 May 2025. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 2.5%. Lower than top quartile of Thai dividend payers (8.0%). Lower than average of industry peers (4.9%).Reported Earnings • Feb 23Full year 2024 earnings released: EPS: ฿0.08 (vs ฿0.098 loss in FY 2023)Full year 2024 results: EPS: ฿0.08 (up from ฿0.098 loss in FY 2023). Revenue: ฿1.50b (down 6.0% from FY 2023). Net income: ฿24.2m (up ฿55.5m from FY 2023). Profit margin: 1.6% (up from net loss in FY 2023). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 19% per year whereas the company’s share price has fallen by 23% per year.お知らせ • Feb 21+ 2 more updatesDo Day Dream Public Company Limited, Annual General Meeting, Apr 22, 2025Do Day Dream Public Company Limited, Annual General Meeting, Apr 22, 2025, at 10:00 SE Asia Standard Time.お知らせ • Jan 21Do Day Dream Public Company Limited Announces Resignation of Philippe Suuvanheuan as Independent Director, Member of Audit Committee, Chairman of the Sustainability and Risk Management Committee, and Member of the Nomination and Compensation CommitteeDo Day Dream Public Company Limited announced that Mr. Philippe Suuvanheuane has resigned from his positions as Independent Director, Director of the Company, a member of Audit Committee, Chairman of the Sustainability and Risk Management Committee, and a member of the Nomination and Compensation Committee due to increase other responsibilities. This resignation will take effect from January 21, 2025 onwards.Upcoming Dividend • Nov 14Upcoming dividend of ฿0.10 per shareEligible shareholders must have bought the stock before 21 November 2024. Payment date: 06 December 2024. Payout ratio is a comfortable 58% and this is well supported by cash flows. Trailing yield: 0.3%. Lower than top quartile of Thai dividend payers (6.7%). Lower than average of industry peers (3.8%).New Risk • Oct 21New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: ฿3.27b (US$97.9m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 0.3% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (8.9% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.5% net profit margin). Market cap is less than US$100m (฿3.27b market cap, or US$97.9m).New Risk • Aug 10New major risk - Revenue and earnings growthEarnings have declined by 0.3% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 0.3% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (8.6% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.5% net profit margin). Market cap is less than US$100m (฿3.13b market cap, or US$88.9m).New Risk • Aug 01New 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 8.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (8.4% average weekly change). Market cap is less than US$100m (฿3.46b market cap, or US$97.3m).お知らせ • Jun 06Do Day Dream Public Company Limited Announces Chief Accountant ChangesDo Day Dream Public Company Limited announced the termination of Mr. Vanchai Srisushon as Director of Accounting and Finance, effective May 31, 2024. The company announced the appointment of Miss Nutthanant Nutthanant as Head of Accounting, effective 1 June 2024.お知らせ • Jun 01Do Day Dream Public Company Limited Announces Chief Financial Officer ChangesDo Day Dream Public Company Limited announced termination of Mr. Vanchai Srisushon as Chief Financial Officer. Effective Date of Termination is May 31, 2024. The company also announced appointment of Mr. Theerawat Preechawipat as Acting Chief Financial Officer. Effective Date of Appointment is June 1, 2024.Upcoming Dividend • May 16Upcoming dividend of ฿0.025 per shareEligible shareholders must have bought the stock before 23 May 2024. Payment date: 07 June 2024. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 3.4%. Lower than top quartile of Thai dividend payers (6.1%). Higher than average of industry peers (2.7%).Reported Earnings • May 12First quarter 2024 earnings released: EPS: ฿0.02 (vs ฿0.016 loss in 1Q 2023)First quarter 2024 results: EPS: ฿0.02 (up from ฿0.016 loss in 1Q 2023). Revenue: ฿411.7m (up 5.4% from 1Q 2023). Net income: ฿7.08m (up ฿12.1m from 1Q 2023). Profit margin: 1.7% (up from net loss in 1Q 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 62 percentage points per year, which is a significant difference in performance.お知らせ • May 11Do Day Dream Public Company Limited Announces Interim Cash Dividend, Payable on 07 June, 2024Do Day Dream Public Company Limited announced interim dividend payment. Date of Board resolution is 10 May, 2024; Type of dividend payment is Cash dividend payment; Record date for the right to receive dividends 24 May, 2024; Ex-dividend date is 23 May, 2024; Payment for: Common shareholders; Cash dividend payment of THB 0.025 per share, Par value of THB 1.00; Payment date is 07 June, 2024; Paid from: Retained Earnings.お知らせ • Apr 12Do Day Dream Public Company Limited Approves No Dividend Payment for the Fiscal Year Ended December 31, 2023Do Day Dream Public Company Limited at its Annual General Meeting of Shareholders held on April 11, 2024, approved the no dividend payment for the fiscal year ended December 31, 2023.New Risk • Apr 02New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Thai stocks, typically moving 6.1% 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: Major Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 401% Paying a dividend despite having no free cash flows. Earnings have declined by 1.8% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (6.1% average weekly change). Market cap is less than US$100m (฿2.86b market cap, or US$78.1m).Reported Earnings • Feb 24Full year 2023 earnings released: ฿0.10 loss per share (vs ฿0.32 profit in FY 2022)Full year 2023 results: ฿0.10 loss per share (down from ฿0.32 profit in FY 2022). Revenue: ฿1.67b (up 3.1% from FY 2022). Net loss: ฿31.3m (down 131% from profit in FY 2022). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 55 percentage points per year, which is a significant difference in performance.お知らせ • Feb 24Do Day Dream Public Company Limited, Annual General Meeting, Apr 11, 2024Do Day Dream Public Company Limited, Annual General Meeting, Apr 11, 2024, at 10:00 SE Asia Standard Time. Agenda: To Consider and certify the Minutes of the General Shareholders' Meeting 2023; to Acknowledge the Company's Performance Result and the Board of Directors' Report Year 2023 and approve the Financial Statement Year 2023 and acknowledge the Auditor Report; to Consider and approve the no dividend payment for the fiscal year ended December, 2023; to Consider and approve the appointment of auditor and fix the auditor's remuneration for the fiscal year 2024; and to consider other matters.お知らせ • Feb 23Do Day Dream Public Company Limited Approves No Dividend Payment for the Year Ended December 31, 2023Do Day Dream Public Company Limited proposed to the shareholders to approve the no dividend payment for the year ended December 31, 2023.New Risk • Nov 11New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 1.4% Last year net profit margin: 8.3% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 401% Paying a dividend despite having no free cash flows. Earnings have declined by 6.1% per year over the past 5 years. Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.4% net profit margin). Market cap is less than US$100m (฿3.13b market cap, or US$86.9m).Reported Earnings • Nov 11Third quarter 2023 earnings released: ฿0.10 loss per share (vs ฿0.036 profit in 3Q 2022)Third quarter 2023 results: ฿0.10 loss per share (down from ฿0.036 profit in 3Q 2022). Revenue: ฿394.3m (flat on 3Q 2022). Net loss: ฿31.4m (down 376% from profit in 3Q 2022). Over the last 3 years on average, earnings per share has fallen by 34% per year but the company’s share price has only fallen by 14% per year, which means it has not declined as severely as earnings.Reported Earnings • Aug 16Second quarter 2023 earnings released: ฿0.01 loss per share (vs ฿0.074 loss in 2Q 2022)Second quarter 2023 results: ฿0.01 loss per share (improved from ฿0.074 loss in 2Q 2022). Revenue: ฿404.6m (down 1.2% from 2Q 2022). Net loss: ฿1.73m (loss narrowed 93% from 2Q 2022). Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.Reported Earnings • May 17First quarter 2023 earnings released: ฿0.02 loss per share (vs ฿0.16 profit in 1Q 2022)First quarter 2023 results: ฿0.02 loss per share (down from ฿0.16 profit in 1Q 2022). Revenue: ฿414.8m (up 8.2% from 1Q 2022). Net loss: ฿5.05m (down 110% from profit in 1Q 2022). Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.Upcoming Dividend • Mar 03Upcoming dividend of ฿0.30 per share at 2.3% yieldEligible shareholders must have bought the stock before 10 March 2023. Payment date: 10 May 2023. Payout ratio is on the higher end at 77% but the company is not cash flow positive. Trailing yield: 2.3%. Lower than top quartile of Thai dividend payers (5.7%). Lower than average of industry peers (3.4%).Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Director Philippe Souvanheuane was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Aug 12Second quarter 2022 earnings released: ฿0.07 loss per share (vs ฿0.45 loss in 2Q 2021)Second quarter 2022 results: ฿0.07 loss per share (up from ฿0.45 loss in 2Q 2021). Revenue: ฿434.0m (up 56% from 2Q 2021). Net loss: ฿23.5m (loss narrowed 83% from 2Q 2021). Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has fallen by 16% per year, which means it is significantly lagging earnings.Reported Earnings • May 15First quarter 2022 earnings: EPS and revenues miss analyst expectationsFirst quarter 2022 results: EPS: ฿0.16 (down from ฿0.78 in 1Q 2021). Revenue: ฿388.2m (up 24% from 1Q 2021). Net income: ฿51.1m (down 80% from 1Q 2021). Profit margin: 13% (down from 79% in 1Q 2021). Revenue missed analyst estimates by 1.5%. Earnings per share (EPS) also missed analyst estimates by 82%. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.Board Change • Apr 27Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Director Philippe Souvanheuane was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.Upcoming Dividend • Mar 04Upcoming dividend of ฿0.35 per shareEligible shareholders must have bought the stock before 11 March 2022. Payment date: 10 May 2022. Payout ratio is on the higher end at 92% but the company is not cash flow positive. Trailing yield: 2.1%. Lower than top quartile of Thai dividend payers (5.2%). Lower than average of industry peers (3.5%).Reported Earnings • Feb 27Full year 2021 earnings: EPS and revenues miss analyst expectationsFull year 2021 results: EPS: ฿0.26 (down from ฿0.53 in FY 2020). Revenue: ฿1.77b (up 77% from FY 2020). Net income: ฿81.3m (down 52% from FY 2020). Profit margin: 4.6% (down from 17% in FY 2020). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.5%. Earnings per share (EPS) also missed analyst estimates by 82%. Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.Reported Earnings • Nov 15Third quarter 2021 earnings released: ฿0.41 loss per share (vs ฿0.23 loss in 3Q 2020)The company reported a soft third quarter result with increased losses and weaker control over costs, although revenues improved. Third quarter 2021 results: Revenue: ฿306.0m (up 8.1% from 3Q 2020). Net loss: ฿130.9m (loss widened 82% from 3Q 2020). Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has fallen by 16% per year, which means it is significantly lagging earnings.Board Change • Aug 19Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Director Wasin Parithan was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Executive Departure • Aug 19Company Secretary Chanoknan Thiemrat has left the companyOn the 13th of August, Chanoknan Thiemrat's tenure as Company Secretary ended after 1.3 years in the role. We don't have any record of a personal shareholding under Chanoknan's name. A total of 5 executives have left over the last 12 months. The current median tenure of the management team is less than a year, which is considered inexperienced in the Simply Wall St Risk Model.Reported Earnings • Aug 18Second quarter 2021 earnings released: ฿0.45 loss per share (vs ฿0.15 profit in 2Q 2020)The company reported a soft second quarter result with weaker earnings and weaker control over costs, although revenues improved. Second quarter 2021 results: Revenue: ฿278.5m (up 19% from 2Q 2020). Net loss: ฿141.7m (down 395% from profit in 2Q 2020). Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has fallen by 26% per year, which means it is performing significantly worse than earnings.Valuation Update With 7 Day Price Move • Jun 23Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to ฿19.60, the stock trades at a trailing P/E ratio of 14x. Average trailing P/E is 31x in the Personal Products industry in Thailand. Total loss to shareholders of 69% over the past three years.Valuation Update With 7 Day Price Move • Jun 05Investor sentiment improved over the past weekAfter last week's 19% share price gain to ฿22.50, the stock trades at a trailing P/E ratio of 16.1x. Average trailing P/E is 29x in the Personal Products industry in Thailand. Total loss to shareholders of 65% over the past three years.Valuation Update With 7 Day Price Move • May 20Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to ฿17.00, the stock trades at a trailing P/E ratio of 12.2x. Average trailing P/E is 29x in the Personal Products industry in Thailand. Total loss to shareholders of 75% over the past three years.Reported Earnings • May 14First quarter 2021 earnings released: EPS ฿0.78 (vs ฿0.03 loss in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: ฿652.9m (up 243% from 1Q 2020). Net income: ฿249.2m (up ฿260.0m from 1Q 2020). Profit margin: 38% (up from net loss in 1Q 2020). Over the last 3 years on average, earnings per share has fallen by 47% per year but the company’s share price has only fallen by 37% per year, which means it has not declined as severely as earnings.Valuation Update With 7 Day Price Move • Mar 18Investor sentiment improved over the past weekAfter last week's 19% share price gain to ฿21.80, the stock trades at a trailing P/E ratio of 40.9x. Average trailing P/E is 33x in the Personal Products industry in Thailand. Total loss to shareholders of 76% over the past three years.Reported Earnings • Feb 27Full year 2020 earnings released: EPS ฿0.53 (vs ฿0.17 loss in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: ฿1.59b (up 100% from FY 2019). Net income: ฿169.3m (up ฿223.0m from FY 2019). Profit margin: 11% (up from net loss in FY 2019). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 98% per year but the company’s share price has only fallen by 46% per year, which means it has not declined as severely as earnings.Is New 90 Day High Low • Feb 22New 90-day low: ฿15.70The company is down 1.0% from its price of ฿15.80 on 24 November 2020. The Thai market is up 6.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Personal Products industry, which is up 24% over the same period.Is New 90 Day High Low • Dec 28New 90-day high: ฿19.80The company is up 13% from its price of ฿17.60 on 29 September 2020. The Thai market is up 18% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Personal Products industry, which is up 7.0% over the same period.Is New 90 Day High Low • Dec 04New 90-day high: ฿18.20The company is up 5.0% from its price of ฿17.40 on 03 September 2020. The Thai market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Personal Products industry, which is up 8.0% over the same period.Reported Earnings • Nov 16Third quarter 2020 earnings released: ฿0.23 loss per shareThe company reported a mediocre third quarter result with increased losses and weaker control over expenses, although revenues were improved. Third quarter 2020 results: Revenue: ฿309.2m (up 61% from 3Q 2019). Net loss: ฿71.8m (loss widened ฿69.6m from 3Q 2019).収支内訳Do Day Dream の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史SET:DDD 収益、費用、利益 ( )THB Millions日付収益収益G+A経費研究開発費31 Mar 261,29929745031 Dec 251,34570746030 Sep 251,34171767030 Jun 251,33024786031 Mar 251,37336812031 Dec 241,45324841030 Sep 241,52912909030 Jun 241,6038972031 Mar 241,601-19977031 Dec 231,591-31972030 Sep 231,56524917030 Jun 231,58067887031 Mar 231,61445899031 Dec 221,606101894030 Sep 221,731144912030 Jun 221,6171867031 Mar 221,486-117831031 Dec 211,41781822030 Sep 211,174180828030 Jun 211,174240815031 Mar 211,129429812031 Dec 201,005169756030 Sep 20879-90682030 Jun 20772-20642031 Mar 20720-84599031 Dec 19732-54599030 Sep 198378589030 Jun 1992310614031 Mar 191,12088652031 Dec 181,304181669030 Sep 181,447272670030 Jun 181,572317698031 Mar 181,712401700031 Dec 171,684351716030 Sep 171,517310652030 Jun 171,414331571031 Mar 171,237274512031 Dec 161,240328442031 Dec 159571763610質の高い収益: DDDにはTHB15.3M } という大きな 一回限りの 利益があり、過去 12 か月の財務実績が31st March, 2026に影響を及ぼしています。利益率の向上: DDDの現在の純利益率 (2.2%)は、昨年(2.6%)よりも低くなっています。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: DDDの収益は過去 5 年間で年間42.4%減少しました。成長の加速: DDDは過去 1 年間の収益成長がマイナスであったため、5 年間の平均と比較することはできません。収益対業界: DDDは過去 1 年間で収益成長率がマイナス ( -18.9% ) となったため、 Personal Products業界平均 ( 6.4% ) と比較することが困難です。株主資本利益率高いROE: DDDの 自己資本利益率 ( 0.5% ) は 低い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YHousehold 、過去の業績が好調な企業。View Financial Health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2026/05/22 03:56終値2026/05/22 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Do Day Dream Public Company Limited 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。2 アナリスト機関Chaiyatorn SricharoenBualuang Securities PCLPoramet TongbuaBualuang Securities PCL
Reported Earnings • May 12First quarter 2026 earnings released: ฿0.07 loss per share (vs ฿0.058 profit in 1Q 2025)First quarter 2026 results: ฿0.07 loss per share (down from ฿0.058 profit in 1Q 2025). Revenue: ฿280.3m (down 12% from 1Q 2025). Net loss: ฿22.8m (down 224% from profit in 1Q 2025). Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has fallen by 28% per year, which means it is significantly lagging earnings.
Reported Earnings • Feb 24Full year 2025 earnings released: EPS: ฿0.22 (vs ฿0.076 in FY 2024)Full year 2025 results: EPS: ฿0.22 (up from ฿0.076 in FY 2024). Revenue: ฿1.38b (down 4.8% from FY 2024). Net income: ฿70.0m (up 189% from FY 2024). Profit margin: 5.1% (up from 1.7% in FY 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has fallen by 27% per year, which means it is performing significantly worse than earnings.
Reported Earnings • Nov 08Third quarter 2025 earnings released: EPS: ฿0.06 (vs ฿0.085 loss in 3Q 2024)Third quarter 2025 results: EPS: ฿0.06 (up from ฿0.085 loss in 3Q 2024). Revenue: ฿339.1m (up 9.9% from 3Q 2024). Net income: ฿19.9m (up ฿46.8m from 3Q 2024). Profit margin: 5.9% (up from net loss in 3Q 2024). The move to profitability was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 49% per year but the company’s share price has only fallen by 30% per year, which means it has not declined as severely as earnings.
Reported Earnings • Aug 09Second quarter 2025 earnings releasedSecond quarter 2025 results: Revenue: ฿337.8m (down 11% from 2Q 2024). Net income: ฿14.0m (down 45% from 2Q 2024). Profit margin: 4.1% (down from 6.7% in 2Q 2024). Over the last 3 years on average, earnings per share has fallen by 60% per year but the company’s share price has only fallen by 23% per year, which means it has not declined as severely as earnings.
Reported Earnings • May 11First quarter 2025 earnings released: EPS: ฿0.06 (vs ฿0.022 in 1Q 2024)First quarter 2025 results: EPS: ฿0.06 (up from ฿0.022 in 1Q 2024). Revenue: ฿331.1m (down 17% from 1Q 2024). Net income: ฿18.4m (up 160% from 1Q 2024). Profit margin: 5.6% (up from 1.8% in 1Q 2024). Over the last 3 years on average, earnings per share has remained flat but the company’s share price has fallen by 26% per year, which means it is significantly lagging earnings.
Reported Earnings • Feb 23Full year 2024 earnings released: EPS: ฿0.08 (vs ฿0.098 loss in FY 2023)Full year 2024 results: EPS: ฿0.08 (up from ฿0.098 loss in FY 2023). Revenue: ฿1.50b (down 6.0% from FY 2023). Net income: ฿24.2m (up ฿55.5m from FY 2023). Profit margin: 1.6% (up from net loss in FY 2023). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 19% per year whereas the company’s share price has fallen by 23% per year.
Reported Earnings • May 12First quarter 2026 earnings released: ฿0.07 loss per share (vs ฿0.058 profit in 1Q 2025)First quarter 2026 results: ฿0.07 loss per share (down from ฿0.058 profit in 1Q 2025). Revenue: ฿280.3m (down 12% from 1Q 2025). Net loss: ฿22.8m (down 224% from profit in 1Q 2025). Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has fallen by 28% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Apr 23Upcoming dividend of ฿0.03 per shareEligible shareholders must have bought the stock before 30 April 2026. Payment date: 22 May 2026. Payout ratio is on the higher end at 81%, and the cash payout ratio is above 100%. Trailing yield: 3.4%. Lower than top quartile of Thai dividend payers (7.5%). Lower than average of industry peers (5.3%).
New Risk • Mar 31New 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 7.2% 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: Major Risk Earnings have declined by 43% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (7.2% average weekly change). Large one-off items impacting financial results. Market cap is less than US$100m (฿1.80b market cap, or US$54.7m).
New Risk • Mar 04New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 115% Dividend yield: 3.3% 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 Earnings have declined by 43% per year over the past 5 years. Minor Risks Dividend is not well covered by cash flows (115% cash payout ratio). Large one-off items impacting financial results. Market cap is less than US$100m (฿1.91b market cap, or US$60.4m).
New Risk • Feb 26New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 38% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 43% per year over the past 5 years. Minor Risks Large one-off items impacting financial results. Market cap is less than US$100m (฿2.02b market cap, or US$65.2m).
Reported Earnings • Feb 24Full year 2025 earnings released: EPS: ฿0.22 (vs ฿0.076 in FY 2024)Full year 2025 results: EPS: ฿0.22 (up from ฿0.076 in FY 2024). Revenue: ฿1.38b (down 4.8% from FY 2024). Net income: ฿70.0m (up 189% from FY 2024). Profit margin: 5.1% (up from 1.7% in FY 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has fallen by 27% per year, which means it is performing significantly worse than earnings.
Declared Dividend • Feb 23Dividend of ฿0.03 announcedDividend of ฿0.03 is the same as last year. Ex-date: 30th April 2026 Payment date: 22nd May 2026 Dividend yield will be 2.9%, which is lower than the industry average of 3.1%. Sustainability & Growth Dividend is covered by earnings (81% earnings payout ratio) but not covered by cash flows (217% cash payout ratio). The dividend has decreased over the past 86 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to decline by 10% to shift the payout ratio to a potentially unsustainable range, which is less than the 33% EPS decline seen over the last 5 years.
お知らせ • Feb 20Do Day Dream Public Company Limited, Annual General Meeting, Apr 23, 2026Do Day Dream Public Company Limited, Annual General Meeting, Apr 23, 2026, at 10:00 SE Asia Standard Time.
New Risk • Nov 15New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 39% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Large one-off items impacting financial results. Market cap is less than US$100m (฿1.76b market cap, or US$54.1m).
Reported Earnings • Nov 08Third quarter 2025 earnings released: EPS: ฿0.06 (vs ฿0.085 loss in 3Q 2024)Third quarter 2025 results: EPS: ฿0.06 (up from ฿0.085 loss in 3Q 2024). Revenue: ฿339.1m (up 9.9% from 3Q 2024). Net income: ฿19.9m (up ฿46.8m from 3Q 2024). Profit margin: 5.9% (up from net loss in 3Q 2024). The move to profitability was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 49% per year but the company’s share price has only fallen by 30% per year, which means it has not declined as severely as earnings.
Upcoming Dividend • Aug 14Upcoming dividend of ฿0.15 per shareEligible shareholders must have bought the stock before 21 August 2025. Payment date: 05 September 2025. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 2.4%. Lower than top quartile of Thai dividend payers (7.9%). Lower than average of industry peers (5.6%).
Reported Earnings • Aug 09Second quarter 2025 earnings releasedSecond quarter 2025 results: Revenue: ฿337.8m (down 11% from 2Q 2024). Net income: ฿14.0m (down 45% from 2Q 2024). Profit margin: 4.1% (down from 6.7% in 2Q 2024). Over the last 3 years on average, earnings per share has fallen by 60% per year but the company’s share price has only fallen by 23% per year, which means it has not declined as severely as earnings.
New Risk • May 14New 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 8.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (8.2% average weekly change). Large one-off items impacting financial results. Market cap is less than US$100m (฿2.22b market cap, or US$66.6m).
Reported Earnings • May 11First quarter 2025 earnings released: EPS: ฿0.06 (vs ฿0.022 in 1Q 2024)First quarter 2025 results: EPS: ฿0.06 (up from ฿0.022 in 1Q 2024). Revenue: ฿331.1m (down 17% from 1Q 2024). Net income: ฿18.4m (up 160% from 1Q 2024). Profit margin: 5.6% (up from 1.8% in 1Q 2024). Over the last 3 years on average, earnings per share has remained flat but the company’s share price has fallen by 26% per year, which means it is significantly lagging earnings.
お知らせ • Apr 24+ 1 more updateDo Day Dream Public Company Limited Announces Committee ChangesDo Day Dream Public Company Limited at its AGM held in April 22, 2025, approved the appointment of Mr. Sarawut Pornpatanarak as Vice Chairman, Chairman of Executive Committee, Member of Sustainability and Risk Management Committee. Approved to appoint Ms. Wiyada Gongsri as Independent Director, Member of Audit Committee, Chairman of Sustainability and Risk Management Committee, and Member of Nomination and Remuneration Committee.
Upcoming Dividend • Apr 22Upcoming dividend of ฿0.03 per shareEligible shareholders must have bought the stock before 29 April 2025. Payment date: 20 May 2025. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 2.5%. Lower than top quartile of Thai dividend payers (8.0%). Lower than average of industry peers (4.9%).
Reported Earnings • Feb 23Full year 2024 earnings released: EPS: ฿0.08 (vs ฿0.098 loss in FY 2023)Full year 2024 results: EPS: ฿0.08 (up from ฿0.098 loss in FY 2023). Revenue: ฿1.50b (down 6.0% from FY 2023). Net income: ฿24.2m (up ฿55.5m from FY 2023). Profit margin: 1.6% (up from net loss in FY 2023). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 19% per year whereas the company’s share price has fallen by 23% per year.
お知らせ • Feb 21+ 2 more updatesDo Day Dream Public Company Limited, Annual General Meeting, Apr 22, 2025Do Day Dream Public Company Limited, Annual General Meeting, Apr 22, 2025, at 10:00 SE Asia Standard Time.
お知らせ • Jan 21Do Day Dream Public Company Limited Announces Resignation of Philippe Suuvanheuan as Independent Director, Member of Audit Committee, Chairman of the Sustainability and Risk Management Committee, and Member of the Nomination and Compensation CommitteeDo Day Dream Public Company Limited announced that Mr. Philippe Suuvanheuane has resigned from his positions as Independent Director, Director of the Company, a member of Audit Committee, Chairman of the Sustainability and Risk Management Committee, and a member of the Nomination and Compensation Committee due to increase other responsibilities. This resignation will take effect from January 21, 2025 onwards.
Upcoming Dividend • Nov 14Upcoming dividend of ฿0.10 per shareEligible shareholders must have bought the stock before 21 November 2024. Payment date: 06 December 2024. Payout ratio is a comfortable 58% and this is well supported by cash flows. Trailing yield: 0.3%. Lower than top quartile of Thai dividend payers (6.7%). Lower than average of industry peers (3.8%).
New Risk • Oct 21New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: ฿3.27b (US$97.9m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 0.3% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (8.9% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.5% net profit margin). Market cap is less than US$100m (฿3.27b market cap, or US$97.9m).
New Risk • Aug 10New major risk - Revenue and earnings growthEarnings have declined by 0.3% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 0.3% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (8.6% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.5% net profit margin). Market cap is less than US$100m (฿3.13b market cap, or US$88.9m).
New Risk • Aug 01New 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 8.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (8.4% average weekly change). Market cap is less than US$100m (฿3.46b market cap, or US$97.3m).
お知らせ • Jun 06Do Day Dream Public Company Limited Announces Chief Accountant ChangesDo Day Dream Public Company Limited announced the termination of Mr. Vanchai Srisushon as Director of Accounting and Finance, effective May 31, 2024. The company announced the appointment of Miss Nutthanant Nutthanant as Head of Accounting, effective 1 June 2024.
お知らせ • Jun 01Do Day Dream Public Company Limited Announces Chief Financial Officer ChangesDo Day Dream Public Company Limited announced termination of Mr. Vanchai Srisushon as Chief Financial Officer. Effective Date of Termination is May 31, 2024. The company also announced appointment of Mr. Theerawat Preechawipat as Acting Chief Financial Officer. Effective Date of Appointment is June 1, 2024.
Upcoming Dividend • May 16Upcoming dividend of ฿0.025 per shareEligible shareholders must have bought the stock before 23 May 2024. Payment date: 07 June 2024. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 3.4%. Lower than top quartile of Thai dividend payers (6.1%). Higher than average of industry peers (2.7%).
Reported Earnings • May 12First quarter 2024 earnings released: EPS: ฿0.02 (vs ฿0.016 loss in 1Q 2023)First quarter 2024 results: EPS: ฿0.02 (up from ฿0.016 loss in 1Q 2023). Revenue: ฿411.7m (up 5.4% from 1Q 2023). Net income: ฿7.08m (up ฿12.1m from 1Q 2023). Profit margin: 1.7% (up from net loss in 1Q 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 62 percentage points per year, which is a significant difference in performance.
お知らせ • May 11Do Day Dream Public Company Limited Announces Interim Cash Dividend, Payable on 07 June, 2024Do Day Dream Public Company Limited announced interim dividend payment. Date of Board resolution is 10 May, 2024; Type of dividend payment is Cash dividend payment; Record date for the right to receive dividends 24 May, 2024; Ex-dividend date is 23 May, 2024; Payment for: Common shareholders; Cash dividend payment of THB 0.025 per share, Par value of THB 1.00; Payment date is 07 June, 2024; Paid from: Retained Earnings.
お知らせ • Apr 12Do Day Dream Public Company Limited Approves No Dividend Payment for the Fiscal Year Ended December 31, 2023Do Day Dream Public Company Limited at its Annual General Meeting of Shareholders held on April 11, 2024, approved the no dividend payment for the fiscal year ended December 31, 2023.
New Risk • Apr 02New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Thai stocks, typically moving 6.1% 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: Major Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 401% Paying a dividend despite having no free cash flows. Earnings have declined by 1.8% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (6.1% average weekly change). Market cap is less than US$100m (฿2.86b market cap, or US$78.1m).
Reported Earnings • Feb 24Full year 2023 earnings released: ฿0.10 loss per share (vs ฿0.32 profit in FY 2022)Full year 2023 results: ฿0.10 loss per share (down from ฿0.32 profit in FY 2022). Revenue: ฿1.67b (up 3.1% from FY 2022). Net loss: ฿31.3m (down 131% from profit in FY 2022). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 55 percentage points per year, which is a significant difference in performance.
お知らせ • Feb 24Do Day Dream Public Company Limited, Annual General Meeting, Apr 11, 2024Do Day Dream Public Company Limited, Annual General Meeting, Apr 11, 2024, at 10:00 SE Asia Standard Time. Agenda: To Consider and certify the Minutes of the General Shareholders' Meeting 2023; to Acknowledge the Company's Performance Result and the Board of Directors' Report Year 2023 and approve the Financial Statement Year 2023 and acknowledge the Auditor Report; to Consider and approve the no dividend payment for the fiscal year ended December, 2023; to Consider and approve the appointment of auditor and fix the auditor's remuneration for the fiscal year 2024; and to consider other matters.
お知らせ • Feb 23Do Day Dream Public Company Limited Approves No Dividend Payment for the Year Ended December 31, 2023Do Day Dream Public Company Limited proposed to the shareholders to approve the no dividend payment for the year ended December 31, 2023.
New Risk • Nov 11New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 1.4% Last year net profit margin: 8.3% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 401% Paying a dividend despite having no free cash flows. Earnings have declined by 6.1% per year over the past 5 years. Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.4% net profit margin). Market cap is less than US$100m (฿3.13b market cap, or US$86.9m).
Reported Earnings • Nov 11Third quarter 2023 earnings released: ฿0.10 loss per share (vs ฿0.036 profit in 3Q 2022)Third quarter 2023 results: ฿0.10 loss per share (down from ฿0.036 profit in 3Q 2022). Revenue: ฿394.3m (flat on 3Q 2022). Net loss: ฿31.4m (down 376% from profit in 3Q 2022). Over the last 3 years on average, earnings per share has fallen by 34% per year but the company’s share price has only fallen by 14% per year, which means it has not declined as severely as earnings.
Reported Earnings • Aug 16Second quarter 2023 earnings released: ฿0.01 loss per share (vs ฿0.074 loss in 2Q 2022)Second quarter 2023 results: ฿0.01 loss per share (improved from ฿0.074 loss in 2Q 2022). Revenue: ฿404.6m (down 1.2% from 2Q 2022). Net loss: ฿1.73m (loss narrowed 93% from 2Q 2022). Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.
Reported Earnings • May 17First quarter 2023 earnings released: ฿0.02 loss per share (vs ฿0.16 profit in 1Q 2022)First quarter 2023 results: ฿0.02 loss per share (down from ฿0.16 profit in 1Q 2022). Revenue: ฿414.8m (up 8.2% from 1Q 2022). Net loss: ฿5.05m (down 110% from profit in 1Q 2022). Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Mar 03Upcoming dividend of ฿0.30 per share at 2.3% yieldEligible shareholders must have bought the stock before 10 March 2023. Payment date: 10 May 2023. Payout ratio is on the higher end at 77% but the company is not cash flow positive. Trailing yield: 2.3%. Lower than top quartile of Thai dividend payers (5.7%). Lower than average of industry peers (3.4%).
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Director Philippe Souvanheuane was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Aug 12Second quarter 2022 earnings released: ฿0.07 loss per share (vs ฿0.45 loss in 2Q 2021)Second quarter 2022 results: ฿0.07 loss per share (up from ฿0.45 loss in 2Q 2021). Revenue: ฿434.0m (up 56% from 2Q 2021). Net loss: ฿23.5m (loss narrowed 83% from 2Q 2021). Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has fallen by 16% per year, which means it is significantly lagging earnings.
Reported Earnings • May 15First quarter 2022 earnings: EPS and revenues miss analyst expectationsFirst quarter 2022 results: EPS: ฿0.16 (down from ฿0.78 in 1Q 2021). Revenue: ฿388.2m (up 24% from 1Q 2021). Net income: ฿51.1m (down 80% from 1Q 2021). Profit margin: 13% (down from 79% in 1Q 2021). Revenue missed analyst estimates by 1.5%. Earnings per share (EPS) also missed analyst estimates by 82%. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.
Board Change • Apr 27Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Director Philippe Souvanheuane was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.
Upcoming Dividend • Mar 04Upcoming dividend of ฿0.35 per shareEligible shareholders must have bought the stock before 11 March 2022. Payment date: 10 May 2022. Payout ratio is on the higher end at 92% but the company is not cash flow positive. Trailing yield: 2.1%. Lower than top quartile of Thai dividend payers (5.2%). Lower than average of industry peers (3.5%).
Reported Earnings • Feb 27Full year 2021 earnings: EPS and revenues miss analyst expectationsFull year 2021 results: EPS: ฿0.26 (down from ฿0.53 in FY 2020). Revenue: ฿1.77b (up 77% from FY 2020). Net income: ฿81.3m (down 52% from FY 2020). Profit margin: 4.6% (down from 17% in FY 2020). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.5%. Earnings per share (EPS) also missed analyst estimates by 82%. Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.
Reported Earnings • Nov 15Third quarter 2021 earnings released: ฿0.41 loss per share (vs ฿0.23 loss in 3Q 2020)The company reported a soft third quarter result with increased losses and weaker control over costs, although revenues improved. Third quarter 2021 results: Revenue: ฿306.0m (up 8.1% from 3Q 2020). Net loss: ฿130.9m (loss widened 82% from 3Q 2020). Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has fallen by 16% per year, which means it is significantly lagging earnings.
Board Change • Aug 19Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Director Wasin Parithan was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Executive Departure • Aug 19Company Secretary Chanoknan Thiemrat has left the companyOn the 13th of August, Chanoknan Thiemrat's tenure as Company Secretary ended after 1.3 years in the role. We don't have any record of a personal shareholding under Chanoknan's name. A total of 5 executives have left over the last 12 months. The current median tenure of the management team is less than a year, which is considered inexperienced in the Simply Wall St Risk Model.
Reported Earnings • Aug 18Second quarter 2021 earnings released: ฿0.45 loss per share (vs ฿0.15 profit in 2Q 2020)The company reported a soft second quarter result with weaker earnings and weaker control over costs, although revenues improved. Second quarter 2021 results: Revenue: ฿278.5m (up 19% from 2Q 2020). Net loss: ฿141.7m (down 395% from profit in 2Q 2020). Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has fallen by 26% per year, which means it is performing significantly worse than earnings.
Valuation Update With 7 Day Price Move • Jun 23Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to ฿19.60, the stock trades at a trailing P/E ratio of 14x. Average trailing P/E is 31x in the Personal Products industry in Thailand. Total loss to shareholders of 69% over the past three years.
Valuation Update With 7 Day Price Move • Jun 05Investor sentiment improved over the past weekAfter last week's 19% share price gain to ฿22.50, the stock trades at a trailing P/E ratio of 16.1x. Average trailing P/E is 29x in the Personal Products industry in Thailand. Total loss to shareholders of 65% over the past three years.
Valuation Update With 7 Day Price Move • May 20Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to ฿17.00, the stock trades at a trailing P/E ratio of 12.2x. Average trailing P/E is 29x in the Personal Products industry in Thailand. Total loss to shareholders of 75% over the past three years.
Reported Earnings • May 14First quarter 2021 earnings released: EPS ฿0.78 (vs ฿0.03 loss in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: ฿652.9m (up 243% from 1Q 2020). Net income: ฿249.2m (up ฿260.0m from 1Q 2020). Profit margin: 38% (up from net loss in 1Q 2020). Over the last 3 years on average, earnings per share has fallen by 47% per year but the company’s share price has only fallen by 37% per year, which means it has not declined as severely as earnings.
Valuation Update With 7 Day Price Move • Mar 18Investor sentiment improved over the past weekAfter last week's 19% share price gain to ฿21.80, the stock trades at a trailing P/E ratio of 40.9x. Average trailing P/E is 33x in the Personal Products industry in Thailand. Total loss to shareholders of 76% over the past three years.
Reported Earnings • Feb 27Full year 2020 earnings released: EPS ฿0.53 (vs ฿0.17 loss in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: ฿1.59b (up 100% from FY 2019). Net income: ฿169.3m (up ฿223.0m from FY 2019). Profit margin: 11% (up from net loss in FY 2019). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 98% per year but the company’s share price has only fallen by 46% per year, which means it has not declined as severely as earnings.
Is New 90 Day High Low • Feb 22New 90-day low: ฿15.70The company is down 1.0% from its price of ฿15.80 on 24 November 2020. The Thai market is up 6.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Personal Products industry, which is up 24% over the same period.
Is New 90 Day High Low • Dec 28New 90-day high: ฿19.80The company is up 13% from its price of ฿17.60 on 29 September 2020. The Thai market is up 18% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Personal Products industry, which is up 7.0% over the same period.
Is New 90 Day High Low • Dec 04New 90-day high: ฿18.20The company is up 5.0% from its price of ฿17.40 on 03 September 2020. The Thai market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Personal Products industry, which is up 8.0% over the same period.
Reported Earnings • Nov 16Third quarter 2020 earnings released: ฿0.23 loss per shareThe company reported a mediocre third quarter result with increased losses and weaker control over expenses, although revenues were improved. Third quarter 2020 results: Revenue: ฿309.2m (up 61% from 3Q 2019). Net loss: ฿71.8m (loss widened ฿69.6m from 3Q 2019).