View Financial HealthAlucon 配当と自社株買い配当金 基準チェック /36Alucon配当を支払う会社であり、現在の利回りは6.75%で、収益によって十分にカバーされています。主要情報6.8%配当利回りn/aバイバック利回り総株主利回りn/a将来の配当利回りn/a配当成長-0.08%次回配当支払日n/a配当落ち日n/a一株当たり配当金n/a配当性向64%最近の配当と自社株買いの更新Upcoming Dividend • Apr 29Upcoming dividend of ฿16.00 per shareEligible shareholders must have bought the stock before 06 May 2026. Payment date: 15 May 2026. Payout ratio is a comfortable 68% but the company is paying out more than the cash it is generating. Trailing yield: 6.7%. Lower than top quartile of Thai dividend payers (7.5%). Higher than average of industry peers (3.6%).Declared Dividend • Feb 21Dividend increased to ฿16.00Dividend of ฿16.00 is 33% higher than last year. Ex-date: 6th May 2026 Payment date: 15th May 2026 Dividend yield will be 7.4%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is covered by earnings (49% earnings payout ratio) but not covered by cash flows (154% cash payout ratio). The dividend has increased by an average of 1.8% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 8.7% 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 20+ 1 more updateAlucon Public Company Limited announces Annual dividend, payable on May 15, 2026Alucon Public Company Limited announced Annual dividend of THB 14.1800 per share payable on May 15, 2026, ex-date on May 06, 2026 and record date on May 07, 2026.お知らせ • Apr 22Alucon Public Company Limited Approves Dividend for the Year 2024, Payable on 15 May 2025Alucon Public Company Limited at its AGM held on April 21, 2025, approved to pay dividend in cash at the rate of THB 12.00 per share for the year 2024. In such dividend payment, the Company will deduct withholding income tax as required by law at the rate of 10% of the total amount of dividend to be paid. Thus, the Company shall deduct the withholding tax in an amount of THB 1.20 with the balance of dividend paid in cash being THB 10.80 per share and the total amount of dividend payment will be equivalent to THB 518,399,832. Furthermore, the Board of Directors resolved to propose the shareholders' meeting to consider the Record Date for the right of shareholders to receive the dividend on 29 April 2025 and the dividend payment shall be made on 15 May 2025.Upcoming Dividend • Apr 21Upcoming dividend of ฿12.00 per shareEligible shareholders must have bought the stock before 28 April 2025. Payment date: 15 May 2025. Payout ratio is a comfortable 66% and this is well supported by cash flows. Trailing yield: 6.6%. Lower than top quartile of Thai dividend payers (7.9%). Higher than average of industry peers (5.0%).Declared Dividend • Mar 02Dividend increased to ฿12.00Dividend of ฿12.00 is 50% higher than last year. Ex-date: 28th April 2025 Payment date: 15th May 2025 Dividend yield will be 6.7%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is covered by both earnings (66% earnings payout ratio) and cash flows (58% cash payout ratio). The dividend has increased by an average of 1.8% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 8.0% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.すべての更新を表示Recent updatesReported Earnings • May 16First quarter 2026 earnings released: EPS: ฿7.78 (vs ฿6.37 in 1Q 2025)First quarter 2026 results: EPS: ฿7.78 (up from ฿6.37 in 1Q 2025). Revenue: ฿1.88b (up 4.7% from 1Q 2025). Net income: ฿336.2m (up 22% from 1Q 2025). Profit margin: 18% (up from 15% in 1Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.Board Change • May 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 8 highly experienced directors. Non-Executive Independent Director Nobuaki Isono was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Upcoming Dividend • Apr 29Upcoming dividend of ฿16.00 per shareEligible shareholders must have bought the stock before 06 May 2026. Payment date: 15 May 2026. Payout ratio is a comfortable 68% but the company is paying out more than the cash it is generating. Trailing yield: 6.7%. Lower than top quartile of Thai dividend payers (7.5%). Higher than average of industry peers (3.6%).Reported Earnings • Feb 21Full year 2025 earnings released: EPS: ฿23.48 (vs ฿18.08 in FY 2024)Full year 2025 results: EPS: ฿23.48 (up from ฿18.08 in FY 2024). Revenue: ฿7.35b (up 18% from FY 2024). Net income: ฿1.01b (up 30% from FY 2024). Profit margin: 14% (up from 13% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.Declared Dividend • Feb 21Dividend increased to ฿16.00Dividend of ฿16.00 is 33% higher than last year. Ex-date: 6th May 2026 Payment date: 15th May 2026 Dividend yield will be 7.4%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is covered by earnings (49% earnings payout ratio) but not covered by cash flows (154% cash payout ratio). The dividend has increased by an average of 1.8% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 8.7% 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 20+ 1 more updateAlucon Public Company Limited announces Annual dividend, payable on May 15, 2026Alucon Public Company Limited announced Annual dividend of THB 14.1800 per share payable on May 15, 2026, ex-date on May 06, 2026 and record date on May 07, 2026.Reported Earnings • Nov 11Third quarter 2025 earnings released: EPS: ฿4.78 (vs ฿1.07 in 3Q 2024)Third quarter 2025 results: EPS: ฿4.78 (up from ฿1.07 in 3Q 2024). Revenue: ฿1.78b (up 6.3% from 3Q 2024). Net income: ฿206.4m (up 347% from 3Q 2024). Profit margin: 12% (up from 2.8% in 3Q 2024). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.Reported Earnings • Aug 16Second quarter 2025 earnings released: EPS: ฿8.23 (vs ฿5.31 in 2Q 2024)Second quarter 2025 results: EPS: ฿8.23 (up from ฿5.31 in 2Q 2024). Revenue: ฿2.05b (up 33% from 2Q 2024). Net income: ฿355.4m (up 55% from 2Q 2024). Profit margin: 17% (up from 15% in 2Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.Reported Earnings • May 14First quarter 2025 earnings released: EPS: ฿6.37 (vs ฿6.69 in 1Q 2024)First quarter 2025 results: EPS: ฿6.37 (down from ฿6.69 in 1Q 2024). Revenue: ฿1.86b (up 27% from 1Q 2024). Net income: ฿275.3m (down 4.7% from 1Q 2024). Profit margin: 15% (down from 20% in 1Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.お知らせ • Apr 22Alucon Public Company Limited Approves Dividend for the Year 2024, Payable on 15 May 2025Alucon Public Company Limited at its AGM held on April 21, 2025, approved to pay dividend in cash at the rate of THB 12.00 per share for the year 2024. In such dividend payment, the Company will deduct withholding income tax as required by law at the rate of 10% of the total amount of dividend to be paid. Thus, the Company shall deduct the withholding tax in an amount of THB 1.20 with the balance of dividend paid in cash being THB 10.80 per share and the total amount of dividend payment will be equivalent to THB 518,399,832. Furthermore, the Board of Directors resolved to propose the shareholders' meeting to consider the Record Date for the right of shareholders to receive the dividend on 29 April 2025 and the dividend payment shall be made on 15 May 2025.Upcoming Dividend • Apr 21Upcoming dividend of ฿12.00 per shareEligible shareholders must have bought the stock before 28 April 2025. Payment date: 15 May 2025. Payout ratio is a comfortable 66% and this is well supported by cash flows. Trailing yield: 6.6%. Lower than top quartile of Thai dividend payers (7.9%). Higher than average of industry peers (5.0%).Declared Dividend • Mar 02Dividend increased to ฿12.00Dividend of ฿12.00 is 50% higher than last year. Ex-date: 28th April 2025 Payment date: 15th May 2025 Dividend yield will be 6.7%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is covered by both earnings (66% earnings payout ratio) and cash flows (58% cash payout ratio). The dividend has increased by an average of 1.8% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 8.0% 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 26Alucon Public Company Limited Proposes Dividend for the Operating Period from 01 January 2024 to 31 December 2024, Payable on 15 May 2025The Board of Directors of Alucon Public Company Limited proposed to the shareholders' meeting to be held on 21 April 2025 to approve the dividend payment of THB 12.00 per share for the operating period from 01 January 2024 to 31 December 2024. In such dividend payment, the Company will deduct withholding income tax as required by law at the rate of 10% of total amount of dividend to be paid. Thus, the Company shall deduct the withholding tax in an amount of THB 1.20 with the balance of dividend paid in cash being THB 10.80 per share and the total amount of dividend payment will be equivalent to THB 518,399,832. Furthermore, the Board of Directors resolved to propose the shareholders' meeting to consider the Record Date for the right of shareholders to receive the dividend on 29 April 2025 and the dividend payment shall be made on 15 May 2025. Ex-dividend date is 28 April 2025. Par value is THB 10.00.Reported Earnings • Feb 25Full year 2024 earnings released: EPS: ฿18.08 (vs ฿11.72 in FY 2023)Full year 2024 results: EPS: ฿18.08 (up from ฿11.72 in FY 2023). Revenue: ฿6.47b (up 5.6% from FY 2023). Net income: ฿781.1m (up 54% from FY 2023). Profit margin: 12% (up from 8.3% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.お知らせ • Feb 25Alucon Public Company Limited, Annual General Meeting, Apr 21, 2025Alucon Public Company Limited, Annual General Meeting, Apr 21, 2025, at 10:00 SE Asia Standard Time. Location: mr211 second floor of bangkok international trade, & exhibition centre (bitec) located at no., 88 bangna trad, km.1, bangna district, bangkok -, metropolis,thailand district, bangkok ThailandReported Earnings • Nov 14Third quarter 2024 earnings released: EPS: ฿1.07 (vs ฿4.88 in 3Q 2023)Third quarter 2024 results: EPS: ฿1.07 (down from ฿4.88 in 3Q 2023). Revenue: ฿1.73b (up 17% from 3Q 2023). Net income: ฿46.2m (down 78% from 3Q 2023). Profit margin: 2.7% (down from 14% in 3Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 2% per year and the company’s share price has also fallen by 2% per year.お知らせ • Aug 30Alucon Public Company Limited Announces Change in Chief Financial OfficerAlucon Public Company Limited announced change in Chief Financial Officer. The company announced termination of Mrs. Theerapha Thirapatana (Deputy) as Chief Financial Officer. Effective date of termination is August 30, 2024. The company also announced appointment of Mrs. Tharnthip Choktumstit (deputy) as Chief Financial Officer. Effective date of appointment is August 30, 2024.Reported Earnings • Aug 14Second quarter 2024 earnings released: EPS: ฿5.31 (vs ฿3.67 in 2Q 2023)Second quarter 2024 results: EPS: ฿5.31 (up from ฿3.67 in 2Q 2023). Revenue: ฿1.60b (up 8.3% from 2Q 2023). Net income: ฿229.6m (up 45% from 2Q 2023). Profit margin: 14% (up from 11% in 2Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 2% per year whereas the company’s share price has remained flat.Reported Earnings • May 15First quarter 2024 earnings released: EPS: ฿6.69 (vs ฿1.46 in 1Q 2023)First quarter 2024 results: EPS: ฿6.69 (up from ฿1.46 in 1Q 2023). Revenue: ฿1.52b (down 7.5% from 1Q 2023). Net income: ฿288.9m (up 359% from 1Q 2023). Profit margin: 19% (up from 3.8% in 1Q 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 5% per year whereas the company’s share price has fallen by 1% per year.Board Change • May 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 2 experienced directors. 9 highly experienced directors. Non-Executive Independent Director Nobuaki Isono was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Upcoming Dividend • Apr 25Upcoming dividend of ฿8.00 per shareEligible shareholders must have bought the stock before 02 May 2024. Payment date: 15 May 2024. Payout ratio is a comfortable 68% and this is well supported by cash flows. Trailing yield: 4.5%. Lower than top quartile of Thai dividend payers (6.0%). Higher than average of industry peers (2.6%).Declared Dividend • Feb 25Dividend of ฿8.00 announcedShareholders will receive a dividend of ฿8.00. Ex-date: 2nd May 2024 Payment date: 15th May 2024 Dividend yield will be 4.4%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is covered by both earnings (82% earnings payout ratio) and cash flows (25% cash payout ratio). The dividend has increased by an average of 3.6% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 9.0% to shift the payout ratio to a potentially unsustainable range, which is more than the 6.8% EPS decline seen over the last 5 years.Reported Earnings • Feb 24Full year 2023 earnings released: EPS: ฿11.72 (vs ฿15.26 in FY 2022)Full year 2023 results: EPS: ฿11.72 (down from ฿15.26 in FY 2022). Revenue: ฿6.34b (down 8.5% from FY 2022). Net income: ฿506.5m (down 23% from FY 2022). Profit margin: 8.0% (down from 9.5% in FY 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.お知らせ • Feb 24Alucon Public Company Limited, Annual General Meeting, Apr 23, 2024Alucon Public Company Limited, Annual General Meeting, Apr 23, 2024, at 10:00 SE Asia Standard Time. Location: MR211, 2nd Floor of Bangkok International Trade & Exhibition Centre (BITEC) located at No. 88 Bangna-Trad Road, Km. 1, Bangna District Bangkok Thailand Agenda: To consider and approve the Minutes of the Annual General Meeting of Shareholders No. 63; to acknowledge the Company's Annual Report and Operation Results in the fiscal year 2023; to consider and approve the Company's Financial Statements: Statement of Financial Position and Statement of Comprehensive Income for the year ended 31st December 2023; to consider and approve the allocation of profits derived from operating results for the year 2023 and dividend payment; and to consider other matters.Buy Or Sell Opportunity • Feb 02Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 2.3% to ฿180. The fair value is estimated to be ฿148, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has declined by 5.7%.Reported Earnings • Nov 14Third quarter 2023 earnings released: EPS: ฿4.88 (vs ฿5.27 in 3Q 2022)Third quarter 2023 results: EPS: ฿4.88 (down from ฿5.27 in 3Q 2022). Revenue: ฿1.54b (down 14% from 3Q 2022). Net income: ฿210.7m (down 7.4% from 3Q 2022). Profit margin: 14% (up from 13% in 3Q 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.Reported Earnings • Aug 12Second quarter 2023 earnings released: EPS: ฿3.67 (vs ฿4.69 in 2Q 2022)Second quarter 2023 results: EPS: ฿3.67 (down from ฿4.69 in 2Q 2022). Revenue: ฿1.53b (down 13% from 2Q 2022). Net income: ฿158.4m (down 22% from 2Q 2022). Profit margin: 10% (down from 12% in 2Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.Reported Earnings • May 18First quarter 2023 earnings released: EPS: ฿1.46 (vs ฿3.10 in 1Q 2022)First quarter 2023 results: EPS: ฿1.46 (down from ฿3.10 in 1Q 2022). Revenue: ฿1.69b (down 2.9% from 1Q 2022). Net income: ฿63.0m (down 53% from 1Q 2022). Profit margin: 3.7% (down from 7.7% in 1Q 2022). The decrease in margin was primarily driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.Upcoming Dividend • Apr 21Upcoming dividend of ฿10.00 per share at 5.2% yieldEligible shareholders must have bought the stock before 28 April 2023. Payment date: 15 May 2023. Payout ratio is a comfortable 66% and the cash payout ratio is 86%. Trailing yield: 5.2%. Lower than top quartile of Thai dividend payers (6.0%). Higher than average of industry peers (2.4%).Reported Earnings • Nov 16Third quarter 2022 earnings released: EPS: ฿5.27 (vs ฿4.50 in 3Q 2021)Third quarter 2022 results: EPS: ฿5.27 (up from ฿4.50 in 3Q 2021). Revenue: ฿1.80b (up 22% from 3Q 2021). Net income: ฿227.6m (up 17% from 3Q 2021). Profit margin: 13% (in line with 3Q 2021). Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 6% per year.Board Change • Nov 16Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 1 experienced director. 9 highly experienced directors. 5 independent directors (6 non-independent directors). Independent Director Vibool Uer-Anant was the last independent director to join the board, commencing their role in 2013. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Aug 14Second quarter 2022 earnings released: EPS: ฿4.69 (vs ฿4.64 in 2Q 2021)Second quarter 2022 results: EPS: ฿4.69 (up from ฿4.64 in 2Q 2021). Revenue: ฿1.75b (up 27% from 2Q 2021). Net income: ฿202.5m (flat on 2Q 2021). Profit margin: 12% (down from 15% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has increased by 4% per year.Reported Earnings • May 16First quarter 2022 earnings released: EPS: ฿3.10 (vs ฿4.52 in 1Q 2021)First quarter 2022 results: EPS: ฿3.10 (down from ฿4.52 in 1Q 2021). Revenue: ฿1.78b (up 31% from 1Q 2021). Net income: ฿133.9m (down 31% from 1Q 2021). Profit margin: 7.5% (down from 14% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has increased by 4% per year.Upcoming Dividend • Apr 27Upcoming dividend of ฿10.00 per shareEligible shareholders must have bought the stock before 03 May 2022. Payment date: 17 May 2022. Payout ratio is a comfortable 61% but the company is not cash flow positive. Trailing yield: 4.9%. Lower than top quartile of Thai dividend payers (5.1%). Higher than average of industry peers (2.3%).Reported Earnings • Feb 27Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: ฿16.30 (up from ฿15.49 in FY 2020). Revenue: ฿5.88b (up 19% from FY 2020). Net income: ฿704.2m (up 5.3% from FY 2020). Profit margin: 12% (down from 14% in FY 2020). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. 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.Reported Earnings • Nov 13Third quarter 2021 earnings released: EPS ฿4.50 (vs ฿3.13 in 3Q 2020)The company reported a solid third quarter result with improved earnings and revenues, although profit margins were flat. Third quarter 2021 results: Revenue: ฿1.52b (up 44% from 3Q 2020). Net income: ฿194.4m (up 44% from 3Q 2020). Profit margin: 13% (in line with 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has remained flat.Reported Earnings • Aug 18Second quarter 2021 earnings released: EPS ฿4.64 (vs ฿2.95 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: ฿1.42b (up 9.4% from 2Q 2020). Net income: ฿200.6m (up 58% from 2Q 2020). Profit margin: 14% (up from 9.8% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 2% per year whereas the company’s share price has fallen by 3% per year.Reported Earnings • May 17First quarter 2021 earnings released: EPS ฿4.52 (vs ฿6.27 in 1Q 2020)The company reported a poor first quarter result with weaker earnings, revenues and profit margins. First quarter 2021 results: Revenue: ฿1.39b (down 4.1% from 1Q 2020). Net income: ฿195.2m (down 28% from 1Q 2020). Profit margin: 14% (down from 19% in 1Q 2020). The decrease in margin was primarily driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 3% per year whereas the company’s share price has fallen by 7% per year.Upcoming Dividend • Apr 20Upcoming dividend of ฿10.00 per shareEligible shareholders must have bought the stock before 27 April 2021. Payment date: 14 May 2021. Trailing yield: 5.4%. Within top quartile of Thai dividend payers (5.0%). Higher than average of industry peers (1.9%).Is New 90 Day High Low • Mar 05New 90-day high: ฿172The company is up 2.0% from its price of ฿169 on 03 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 Packaging industry, which is up 8.0% over the same period.Reported Earnings • Feb 27Full year 2020 earnings released: EPS ฿15.49 (vs ฿12.32 in FY 2019)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2020 results: Revenue: ฿5.04b (down 8.3% from FY 2019). Net income: ฿669.0m (up 26% from FY 2019). Profit margin: 13% (up from 9.7% in FY 2019). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has fallen by 12% per year, which means it is performing significantly worse than earnings.Is New 90 Day High Low • Dec 14New 90-day high: ฿171The company is up 11% from its price of ฿153 on 15 September 2020. The Thai market is up 17% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Packaging industry, which is up 2.0% over the same period.Reported Earnings • Nov 13Third quarter 2020 earnings released: EPS ฿3.13The company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2020 results: Revenue: ฿1.08b (down 18% from 3Q 2019). Net income: ฿135.1m (up 6.9% from 3Q 2019). Profit margin: 13% (up from 9.6% in 3Q 2019). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has fallen by 14% per year, which means it is performing significantly worse than earnings.Is New 90 Day High Low • Nov 05New 90-day high: ฿158The company is up 6.0% from its price of ฿149 on 07 August 2020. The Thai market is down 8.0% over the last 90 days, indicating the company outperformed over that time. However, its price trend is similar to the Packaging industry, which is also up 6.0% over the same period.Is New 90 Day High Low • Sep 28New 90-day high: ฿154The company is up 9.0% from its price of ฿141 on 30 June 2020. The Thai market is down 6.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Packaging industry, which is up 21% over the same period.決済の安定と成長配当データの取得安定した配当: ALUCONの配当金支払いは、過去10年間 変動性 が高かった。増加する配当: ALUCONの配当金は過去10年間にわたって増加しています。配当利回り対市場Alucon 配当利回り対市場ALUCON 配当利回りは市場と比べてどうか？セグメント配当利回り会社 (ALUCON)6.8%市場下位25% (TH)3.4%市場トップ25% (TH)7.6%業界平均 (Packaging)3.7%アナリスト予想 (ALUCON) (最長3年)n/a注目すべき配当: ALUCONの配当金 ( 6.75% ) はTH市場の配当金支払者の下位 25% ( 3.41% ) よりも高くなっています。高配当: ALUCONの配当金 ( 6.75% ) はTH市場の配当金支払者の上位 25% ( 7.62% ) と比較すると低いです。株主への利益配当収益カバレッジ: ALUCONの配当金は、合理的な 配当性向 ( 64.3% ) により、利益によって賄われています。株主配当金キャッシュフローカバレッジ: ALUCONは高い 現金配当性向 ( 130.1% ) のため、配当金の支払いはキャッシュフローで十分にカバーされていません。高配当企業の発掘7D1Y7D1Y7D1YTH 市場の強力な配当支払い企業。View Management企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/21 11:42終値2026/05/21 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Alucon Public Company Limited 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。0
Upcoming Dividend • Apr 29Upcoming dividend of ฿16.00 per shareEligible shareholders must have bought the stock before 06 May 2026. Payment date: 15 May 2026. Payout ratio is a comfortable 68% but the company is paying out more than the cash it is generating. Trailing yield: 6.7%. Lower than top quartile of Thai dividend payers (7.5%). Higher than average of industry peers (3.6%).
Declared Dividend • Feb 21Dividend increased to ฿16.00Dividend of ฿16.00 is 33% higher than last year. Ex-date: 6th May 2026 Payment date: 15th May 2026 Dividend yield will be 7.4%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is covered by earnings (49% earnings payout ratio) but not covered by cash flows (154% cash payout ratio). The dividend has increased by an average of 1.8% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 8.7% 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 20+ 1 more updateAlucon Public Company Limited announces Annual dividend, payable on May 15, 2026Alucon Public Company Limited announced Annual dividend of THB 14.1800 per share payable on May 15, 2026, ex-date on May 06, 2026 and record date on May 07, 2026.
お知らせ • Apr 22Alucon Public Company Limited Approves Dividend for the Year 2024, Payable on 15 May 2025Alucon Public Company Limited at its AGM held on April 21, 2025, approved to pay dividend in cash at the rate of THB 12.00 per share for the year 2024. In such dividend payment, the Company will deduct withholding income tax as required by law at the rate of 10% of the total amount of dividend to be paid. Thus, the Company shall deduct the withholding tax in an amount of THB 1.20 with the balance of dividend paid in cash being THB 10.80 per share and the total amount of dividend payment will be equivalent to THB 518,399,832. Furthermore, the Board of Directors resolved to propose the shareholders' meeting to consider the Record Date for the right of shareholders to receive the dividend on 29 April 2025 and the dividend payment shall be made on 15 May 2025.
Upcoming Dividend • Apr 21Upcoming dividend of ฿12.00 per shareEligible shareholders must have bought the stock before 28 April 2025. Payment date: 15 May 2025. Payout ratio is a comfortable 66% and this is well supported by cash flows. Trailing yield: 6.6%. Lower than top quartile of Thai dividend payers (7.9%). Higher than average of industry peers (5.0%).
Declared Dividend • Mar 02Dividend increased to ฿12.00Dividend of ฿12.00 is 50% higher than last year. Ex-date: 28th April 2025 Payment date: 15th May 2025 Dividend yield will be 6.7%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is covered by both earnings (66% earnings payout ratio) and cash flows (58% cash payout ratio). The dividend has increased by an average of 1.8% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 8.0% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Reported Earnings • May 16First quarter 2026 earnings released: EPS: ฿7.78 (vs ฿6.37 in 1Q 2025)First quarter 2026 results: EPS: ฿7.78 (up from ฿6.37 in 1Q 2025). Revenue: ฿1.88b (up 4.7% from 1Q 2025). Net income: ฿336.2m (up 22% from 1Q 2025). Profit margin: 18% (up from 15% in 1Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
Board Change • May 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 8 highly experienced directors. Non-Executive Independent Director Nobuaki Isono was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Upcoming Dividend • Apr 29Upcoming dividend of ฿16.00 per shareEligible shareholders must have bought the stock before 06 May 2026. Payment date: 15 May 2026. Payout ratio is a comfortable 68% but the company is paying out more than the cash it is generating. Trailing yield: 6.7%. Lower than top quartile of Thai dividend payers (7.5%). Higher than average of industry peers (3.6%).
Reported Earnings • Feb 21Full year 2025 earnings released: EPS: ฿23.48 (vs ฿18.08 in FY 2024)Full year 2025 results: EPS: ฿23.48 (up from ฿18.08 in FY 2024). Revenue: ฿7.35b (up 18% from FY 2024). Net income: ฿1.01b (up 30% from FY 2024). Profit margin: 14% (up from 13% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
Declared Dividend • Feb 21Dividend increased to ฿16.00Dividend of ฿16.00 is 33% higher than last year. Ex-date: 6th May 2026 Payment date: 15th May 2026 Dividend yield will be 7.4%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is covered by earnings (49% earnings payout ratio) but not covered by cash flows (154% cash payout ratio). The dividend has increased by an average of 1.8% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 8.7% 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 20+ 1 more updateAlucon Public Company Limited announces Annual dividend, payable on May 15, 2026Alucon Public Company Limited announced Annual dividend of THB 14.1800 per share payable on May 15, 2026, ex-date on May 06, 2026 and record date on May 07, 2026.
Reported Earnings • Nov 11Third quarter 2025 earnings released: EPS: ฿4.78 (vs ฿1.07 in 3Q 2024)Third quarter 2025 results: EPS: ฿4.78 (up from ฿1.07 in 3Q 2024). Revenue: ฿1.78b (up 6.3% from 3Q 2024). Net income: ฿206.4m (up 347% from 3Q 2024). Profit margin: 12% (up from 2.8% in 3Q 2024). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Aug 16Second quarter 2025 earnings released: EPS: ฿8.23 (vs ฿5.31 in 2Q 2024)Second quarter 2025 results: EPS: ฿8.23 (up from ฿5.31 in 2Q 2024). Revenue: ฿2.05b (up 33% from 2Q 2024). Net income: ฿355.4m (up 55% from 2Q 2024). Profit margin: 17% (up from 15% in 2Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
Reported Earnings • May 14First quarter 2025 earnings released: EPS: ฿6.37 (vs ฿6.69 in 1Q 2024)First quarter 2025 results: EPS: ฿6.37 (down from ฿6.69 in 1Q 2024). Revenue: ฿1.86b (up 27% from 1Q 2024). Net income: ฿275.3m (down 4.7% from 1Q 2024). Profit margin: 15% (down from 20% in 1Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
お知らせ • Apr 22Alucon Public Company Limited Approves Dividend for the Year 2024, Payable on 15 May 2025Alucon Public Company Limited at its AGM held on April 21, 2025, approved to pay dividend in cash at the rate of THB 12.00 per share for the year 2024. In such dividend payment, the Company will deduct withholding income tax as required by law at the rate of 10% of the total amount of dividend to be paid. Thus, the Company shall deduct the withholding tax in an amount of THB 1.20 with the balance of dividend paid in cash being THB 10.80 per share and the total amount of dividend payment will be equivalent to THB 518,399,832. Furthermore, the Board of Directors resolved to propose the shareholders' meeting to consider the Record Date for the right of shareholders to receive the dividend on 29 April 2025 and the dividend payment shall be made on 15 May 2025.
Upcoming Dividend • Apr 21Upcoming dividend of ฿12.00 per shareEligible shareholders must have bought the stock before 28 April 2025. Payment date: 15 May 2025. Payout ratio is a comfortable 66% and this is well supported by cash flows. Trailing yield: 6.6%. Lower than top quartile of Thai dividend payers (7.9%). Higher than average of industry peers (5.0%).
Declared Dividend • Mar 02Dividend increased to ฿12.00Dividend of ฿12.00 is 50% higher than last year. Ex-date: 28th April 2025 Payment date: 15th May 2025 Dividend yield will be 6.7%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is covered by both earnings (66% earnings payout ratio) and cash flows (58% cash payout ratio). The dividend has increased by an average of 1.8% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 8.0% 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 26Alucon Public Company Limited Proposes Dividend for the Operating Period from 01 January 2024 to 31 December 2024, Payable on 15 May 2025The Board of Directors of Alucon Public Company Limited proposed to the shareholders' meeting to be held on 21 April 2025 to approve the dividend payment of THB 12.00 per share for the operating period from 01 January 2024 to 31 December 2024. In such dividend payment, the Company will deduct withholding income tax as required by law at the rate of 10% of total amount of dividend to be paid. Thus, the Company shall deduct the withholding tax in an amount of THB 1.20 with the balance of dividend paid in cash being THB 10.80 per share and the total amount of dividend payment will be equivalent to THB 518,399,832. Furthermore, the Board of Directors resolved to propose the shareholders' meeting to consider the Record Date for the right of shareholders to receive the dividend on 29 April 2025 and the dividend payment shall be made on 15 May 2025. Ex-dividend date is 28 April 2025. Par value is THB 10.00.
Reported Earnings • Feb 25Full year 2024 earnings released: EPS: ฿18.08 (vs ฿11.72 in FY 2023)Full year 2024 results: EPS: ฿18.08 (up from ฿11.72 in FY 2023). Revenue: ฿6.47b (up 5.6% from FY 2023). Net income: ฿781.1m (up 54% from FY 2023). Profit margin: 12% (up from 8.3% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
お知らせ • Feb 25Alucon Public Company Limited, Annual General Meeting, Apr 21, 2025Alucon Public Company Limited, Annual General Meeting, Apr 21, 2025, at 10:00 SE Asia Standard Time. Location: mr211 second floor of bangkok international trade, & exhibition centre (bitec) located at no., 88 bangna trad, km.1, bangna district, bangkok -, metropolis,thailand district, bangkok Thailand
Reported Earnings • Nov 14Third quarter 2024 earnings released: EPS: ฿1.07 (vs ฿4.88 in 3Q 2023)Third quarter 2024 results: EPS: ฿1.07 (down from ฿4.88 in 3Q 2023). Revenue: ฿1.73b (up 17% from 3Q 2023). Net income: ฿46.2m (down 78% from 3Q 2023). Profit margin: 2.7% (down from 14% in 3Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 2% per year and the company’s share price has also fallen by 2% per year.
お知らせ • Aug 30Alucon Public Company Limited Announces Change in Chief Financial OfficerAlucon Public Company Limited announced change in Chief Financial Officer. The company announced termination of Mrs. Theerapha Thirapatana (Deputy) as Chief Financial Officer. Effective date of termination is August 30, 2024. The company also announced appointment of Mrs. Tharnthip Choktumstit (deputy) as Chief Financial Officer. Effective date of appointment is August 30, 2024.
Reported Earnings • Aug 14Second quarter 2024 earnings released: EPS: ฿5.31 (vs ฿3.67 in 2Q 2023)Second quarter 2024 results: EPS: ฿5.31 (up from ฿3.67 in 2Q 2023). Revenue: ฿1.60b (up 8.3% from 2Q 2023). Net income: ฿229.6m (up 45% from 2Q 2023). Profit margin: 14% (up from 11% in 2Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 2% per year whereas the company’s share price has remained flat.
Reported Earnings • May 15First quarter 2024 earnings released: EPS: ฿6.69 (vs ฿1.46 in 1Q 2023)First quarter 2024 results: EPS: ฿6.69 (up from ฿1.46 in 1Q 2023). Revenue: ฿1.52b (down 7.5% from 1Q 2023). Net income: ฿288.9m (up 359% from 1Q 2023). Profit margin: 19% (up from 3.8% in 1Q 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 5% per year whereas the company’s share price has fallen by 1% per year.
Board Change • May 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 2 experienced directors. 9 highly experienced directors. Non-Executive Independent Director Nobuaki Isono was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Upcoming Dividend • Apr 25Upcoming dividend of ฿8.00 per shareEligible shareholders must have bought the stock before 02 May 2024. Payment date: 15 May 2024. Payout ratio is a comfortable 68% and this is well supported by cash flows. Trailing yield: 4.5%. Lower than top quartile of Thai dividend payers (6.0%). Higher than average of industry peers (2.6%).
Declared Dividend • Feb 25Dividend of ฿8.00 announcedShareholders will receive a dividend of ฿8.00. Ex-date: 2nd May 2024 Payment date: 15th May 2024 Dividend yield will be 4.4%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is covered by both earnings (82% earnings payout ratio) and cash flows (25% cash payout ratio). The dividend has increased by an average of 3.6% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 9.0% to shift the payout ratio to a potentially unsustainable range, which is more than the 6.8% EPS decline seen over the last 5 years.
Reported Earnings • Feb 24Full year 2023 earnings released: EPS: ฿11.72 (vs ฿15.26 in FY 2022)Full year 2023 results: EPS: ฿11.72 (down from ฿15.26 in FY 2022). Revenue: ฿6.34b (down 8.5% from FY 2022). Net income: ฿506.5m (down 23% from FY 2022). Profit margin: 8.0% (down from 9.5% in FY 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
お知らせ • Feb 24Alucon Public Company Limited, Annual General Meeting, Apr 23, 2024Alucon Public Company Limited, Annual General Meeting, Apr 23, 2024, at 10:00 SE Asia Standard Time. Location: MR211, 2nd Floor of Bangkok International Trade & Exhibition Centre (BITEC) located at No. 88 Bangna-Trad Road, Km. 1, Bangna District Bangkok Thailand Agenda: To consider and approve the Minutes of the Annual General Meeting of Shareholders No. 63; to acknowledge the Company's Annual Report and Operation Results in the fiscal year 2023; to consider and approve the Company's Financial Statements: Statement of Financial Position and Statement of Comprehensive Income for the year ended 31st December 2023; to consider and approve the allocation of profits derived from operating results for the year 2023 and dividend payment; and to consider other matters.
Buy Or Sell Opportunity • Feb 02Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 2.3% to ฿180. The fair value is estimated to be ฿148, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has declined by 5.7%.
Reported Earnings • Nov 14Third quarter 2023 earnings released: EPS: ฿4.88 (vs ฿5.27 in 3Q 2022)Third quarter 2023 results: EPS: ฿4.88 (down from ฿5.27 in 3Q 2022). Revenue: ฿1.54b (down 14% from 3Q 2022). Net income: ฿210.7m (down 7.4% from 3Q 2022). Profit margin: 14% (up from 13% in 3Q 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
Reported Earnings • Aug 12Second quarter 2023 earnings released: EPS: ฿3.67 (vs ฿4.69 in 2Q 2022)Second quarter 2023 results: EPS: ฿3.67 (down from ฿4.69 in 2Q 2022). Revenue: ฿1.53b (down 13% from 2Q 2022). Net income: ฿158.4m (down 22% from 2Q 2022). Profit margin: 10% (down from 12% in 2Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.
Reported Earnings • May 18First quarter 2023 earnings released: EPS: ฿1.46 (vs ฿3.10 in 1Q 2022)First quarter 2023 results: EPS: ฿1.46 (down from ฿3.10 in 1Q 2022). Revenue: ฿1.69b (down 2.9% from 1Q 2022). Net income: ฿63.0m (down 53% from 1Q 2022). Profit margin: 3.7% (down from 7.7% in 1Q 2022). The decrease in margin was primarily driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.
Upcoming Dividend • Apr 21Upcoming dividend of ฿10.00 per share at 5.2% yieldEligible shareholders must have bought the stock before 28 April 2023. Payment date: 15 May 2023. Payout ratio is a comfortable 66% and the cash payout ratio is 86%. Trailing yield: 5.2%. Lower than top quartile of Thai dividend payers (6.0%). Higher than average of industry peers (2.4%).
Reported Earnings • Nov 16Third quarter 2022 earnings released: EPS: ฿5.27 (vs ฿4.50 in 3Q 2021)Third quarter 2022 results: EPS: ฿5.27 (up from ฿4.50 in 3Q 2021). Revenue: ฿1.80b (up 22% from 3Q 2021). Net income: ฿227.6m (up 17% from 3Q 2021). Profit margin: 13% (in line with 3Q 2021). Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 6% per year.
Board Change • Nov 16Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 1 experienced director. 9 highly experienced directors. 5 independent directors (6 non-independent directors). Independent Director Vibool Uer-Anant was the last independent director to join the board, commencing their role in 2013. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Aug 14Second quarter 2022 earnings released: EPS: ฿4.69 (vs ฿4.64 in 2Q 2021)Second quarter 2022 results: EPS: ฿4.69 (up from ฿4.64 in 2Q 2021). Revenue: ฿1.75b (up 27% from 2Q 2021). Net income: ฿202.5m (flat on 2Q 2021). Profit margin: 12% (down from 15% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has increased by 4% per year.
Reported Earnings • May 16First quarter 2022 earnings released: EPS: ฿3.10 (vs ฿4.52 in 1Q 2021)First quarter 2022 results: EPS: ฿3.10 (down from ฿4.52 in 1Q 2021). Revenue: ฿1.78b (up 31% from 1Q 2021). Net income: ฿133.9m (down 31% from 1Q 2021). Profit margin: 7.5% (down from 14% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has increased by 4% per year.
Upcoming Dividend • Apr 27Upcoming dividend of ฿10.00 per shareEligible shareholders must have bought the stock before 03 May 2022. Payment date: 17 May 2022. Payout ratio is a comfortable 61% but the company is not cash flow positive. Trailing yield: 4.9%. Lower than top quartile of Thai dividend payers (5.1%). Higher than average of industry peers (2.3%).
Reported Earnings • Feb 27Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: ฿16.30 (up from ฿15.49 in FY 2020). Revenue: ฿5.88b (up 19% from FY 2020). Net income: ฿704.2m (up 5.3% from FY 2020). Profit margin: 12% (down from 14% in FY 2020). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. 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.
Reported Earnings • Nov 13Third quarter 2021 earnings released: EPS ฿4.50 (vs ฿3.13 in 3Q 2020)The company reported a solid third quarter result with improved earnings and revenues, although profit margins were flat. Third quarter 2021 results: Revenue: ฿1.52b (up 44% from 3Q 2020). Net income: ฿194.4m (up 44% from 3Q 2020). Profit margin: 13% (in line with 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has remained flat.
Reported Earnings • Aug 18Second quarter 2021 earnings released: EPS ฿4.64 (vs ฿2.95 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: ฿1.42b (up 9.4% from 2Q 2020). Net income: ฿200.6m (up 58% from 2Q 2020). Profit margin: 14% (up from 9.8% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 2% per year whereas the company’s share price has fallen by 3% per year.
Reported Earnings • May 17First quarter 2021 earnings released: EPS ฿4.52 (vs ฿6.27 in 1Q 2020)The company reported a poor first quarter result with weaker earnings, revenues and profit margins. First quarter 2021 results: Revenue: ฿1.39b (down 4.1% from 1Q 2020). Net income: ฿195.2m (down 28% from 1Q 2020). Profit margin: 14% (down from 19% in 1Q 2020). The decrease in margin was primarily driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 3% per year whereas the company’s share price has fallen by 7% per year.
Upcoming Dividend • Apr 20Upcoming dividend of ฿10.00 per shareEligible shareholders must have bought the stock before 27 April 2021. Payment date: 14 May 2021. Trailing yield: 5.4%. Within top quartile of Thai dividend payers (5.0%). Higher than average of industry peers (1.9%).
Is New 90 Day High Low • Mar 05New 90-day high: ฿172The company is up 2.0% from its price of ฿169 on 03 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 Packaging industry, which is up 8.0% over the same period.
Reported Earnings • Feb 27Full year 2020 earnings released: EPS ฿15.49 (vs ฿12.32 in FY 2019)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2020 results: Revenue: ฿5.04b (down 8.3% from FY 2019). Net income: ฿669.0m (up 26% from FY 2019). Profit margin: 13% (up from 9.7% in FY 2019). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has fallen by 12% per year, which means it is performing significantly worse than earnings.
Is New 90 Day High Low • Dec 14New 90-day high: ฿171The company is up 11% from its price of ฿153 on 15 September 2020. The Thai market is up 17% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Packaging industry, which is up 2.0% over the same period.
Reported Earnings • Nov 13Third quarter 2020 earnings released: EPS ฿3.13The company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2020 results: Revenue: ฿1.08b (down 18% from 3Q 2019). Net income: ฿135.1m (up 6.9% from 3Q 2019). Profit margin: 13% (up from 9.6% in 3Q 2019). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has fallen by 14% per year, which means it is performing significantly worse than earnings.
Is New 90 Day High Low • Nov 05New 90-day high: ฿158The company is up 6.0% from its price of ฿149 on 07 August 2020. The Thai market is down 8.0% over the last 90 days, indicating the company outperformed over that time. However, its price trend is similar to the Packaging industry, which is also up 6.0% over the same period.
Is New 90 Day High Low • Sep 28New 90-day high: ฿154The company is up 9.0% from its price of ฿141 on 30 June 2020. The Thai market is down 6.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Packaging industry, which is up 21% over the same period.