View Financial HealthChememan 配当と自社株買い配当金 基準チェック /36Chememanは配当を支払う会社で、現在の利回りは5.73%ですが、利益によって十分にカバーされています。次の支払い日は 20th May, 2026で、権利落ち日は13th March, 2026 。主要情報5.7%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-9.9%次回配当支払日20 May 26配当落ち日13 Mar 26一株当たり配当金n/a配当性向40%最近の配当と自社株買いの更新Declared Dividend • Feb 26Dividend increased to ฿0.15Dividend of ฿0.15 is 25% higher than last year. Ex-date: 13th March 2026 Payment date: 20th May 2026 Dividend yield will be 5.6%, which is higher than the industry average of 3.8%. Sustainability & Growth Dividend is well covered by both earnings (32% earnings payout ratio) and cash flows (20% cash payout ratio). The dividend has increased by an average of 2.3% per year over the past 8 years. However, payments have been volatile during that time. Earnings per share has grown by 46% 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 25Chememan Public Company Limited announces Annual dividend, payable on May 20, 2026Chememan Public Company Limited announced Annual dividend of THB 0.1415 per share payable on May 20, 2026, ex-date on March 13, 2026 and record date on March 16, 2026.お知らせ • Apr 24Chememan Public Company Limited Approves Dividend for the Year 2024, Payable on 21 May 2025Chememan Public Company Limited at its AGM held on April 22, 2025, approved the dividend payment for the year 2024 at the rate of THB 0.12 per share. The Record Date for determining the shareholders entitled to receive the year-end dividend for the year 2024 is on 17 March 2025 and the dividend payment date will be on 21 May 2025.Declared Dividend • Mar 02Dividend increased to ฿0.12Dividend of ฿0.12 is 71% higher than last year. Ex-date: 14th March 2025 Payment date: 21st May 2025 Dividend yield will be 5.4%, which is higher than the industry average of 3.8%. Sustainability & Growth Dividend is well covered by both earnings (49% earnings payout ratio) and cash flows (12% cash payout ratio). The dividend has decreased over the past 76 years, indicating a lack of growth and stability in payments. Earnings per share has grown by 54% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.お知らせ • Apr 27Chememan Public Company Limited Approves the Dividend Payment for the Year 2023, Payable on 24 May 2024Chememan Public Company Limited at its AGM held on April 26, 2024, approved the dividend payment for the year 2023 at the rate of THB 0.07 per share. The Record Date for the shareholders who are entitled to receive the year-end dividend for the year 2023 is 22 March 2024 and the date of payment of the dividend is 24 May 2024.Upcoming Dividend • Mar 14Upcoming dividend of ฿0.07 per shareEligible shareholders must have bought the stock before 21 March 2024. Payment date: 24 May 2024. Payout ratio is a comfortable 49% and this is well supported by cash flows. Trailing yield: 3.6%. Lower than top quartile of Thai dividend payers (5.8%). Higher than average of industry peers (2.6%).すべての更新を表示Recent updatesお知らせ • Feb 27Chememan Public Company Limited Appoints M.L. Chandchutha Chandratat as Chief Executive Officer - International (CEO - International), Effective from 23 February 2026Chememan Public Company Limited Board of Directors has resolved to appoint M.L. Chandchutha Chandratat, currently Director and Chairman of the Board, as Chief Executive Officer - International (CEO - International). This appointment aims to drive the Group's international growth strategy, strengthen strategic business partnerships, and expand cross-border investments. In this role, M.L. Chandchutha Chandratat will work closely with the Chief Executive Officer in defining and executing the Company's global expansion strategy to achieve the objectives set out in the Company's business plan. This appointment is effective from 23 February 2026 onwards.Declared Dividend • Feb 26Dividend increased to ฿0.15Dividend of ฿0.15 is 25% higher than last year. Ex-date: 13th March 2026 Payment date: 20th May 2026 Dividend yield will be 5.6%, which is higher than the industry average of 3.8%. Sustainability & Growth Dividend is well covered by both earnings (32% earnings payout ratio) and cash flows (20% cash payout ratio). The dividend has increased by an average of 2.3% per year over the past 8 years. However, payments have been volatile during that time. Earnings per share has grown by 46% 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 25Chememan Public Company Limited announces Annual dividend, payable on May 20, 2026Chememan Public Company Limited announced Annual dividend of THB 0.1415 per share payable on May 20, 2026, ex-date on March 13, 2026 and record date on March 16, 2026.お知らせ • Feb 24Chememan Public Company Limited, Annual General Meeting, Apr 23, 2026Chememan Public Company Limited, Annual General Meeting, Apr 23, 2026, at 10:00 SE Asia Standard Time. Location: physical meeting, grand sukhumvit room, grande centre, point terminal 21 hotel, located at 2 sukhumvit soi 19 (wattana), sukhumvit road, klongtoey nua, wattana, bangkok 10110, ThailandReported Earnings • Nov 08Third quarter 2025 earnings released: EPS: ฿0.042 (vs ฿0.10 loss in 3Q 2024)Third quarter 2025 results: EPS: ฿0.042 (up from ฿0.10 loss in 3Q 2024). Revenue: ฿790.5m (down 13% from 3Q 2024). Net income: ฿40.6m (up ฿136.9m from 3Q 2024). Profit margin: 5.1% (up from net loss in 3Q 2024). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.Reported Earnings • Aug 09Second quarter 2025 earnings released: EPS: ฿0.11 (vs ฿0.095 in 2Q 2024)Second quarter 2025 results: EPS: ฿0.11 (up from ฿0.095 in 2Q 2024). Revenue: ฿988.6m (up 4.0% from 2Q 2024). Net income: ฿107.3m (up 18% from 2Q 2024). Profit margin: 11% (up from 9.6% 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 21% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.Reported Earnings • May 10First quarter 2025 earnings released: EPS: ฿0.14 (vs ฿0.18 in 1Q 2024)First quarter 2025 results: EPS: ฿0.14 (down from ฿0.18 in 1Q 2024). Revenue: ฿1.09b (up 3.6% from 1Q 2024). Net income: ฿130.3m (down 25% from 1Q 2024). Profit margin: 12% (down from 16% 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 22% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.お知らせ • Apr 24Chememan Public Company Limited Approves Dividend for the Year 2024, Payable on 21 May 2025Chememan Public Company Limited at its AGM held on April 22, 2025, approved the dividend payment for the year 2024 at the rate of THB 0.12 per share. The Record Date for determining the shareholders entitled to receive the year-end dividend for the year 2024 is on 17 March 2025 and the dividend payment date will be on 21 May 2025.Declared Dividend • Mar 02Dividend increased to ฿0.12Dividend of ฿0.12 is 71% higher than last year. Ex-date: 14th March 2025 Payment date: 21st May 2025 Dividend yield will be 5.4%, which is higher than the industry average of 3.8%. Sustainability & Growth Dividend is well covered by both earnings (49% earnings payout ratio) and cash flows (12% cash payout ratio). The dividend has decreased over the past 76 years, indicating a lack of growth and stability in payments. Earnings per share has grown by 54% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Reported Earnings • Mar 01Full year 2024 earnings released: EPS: ฿0.26 (vs ฿0.14 in FY 2023)Full year 2024 results: EPS: ฿0.26 (up from ฿0.14 in FY 2023). Revenue: ฿3.93b (up 9.9% from FY 2023). Net income: ฿251.6m (up 85% from FY 2023). Profit margin: 6.4% (up from 3.8% 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 25% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 28+ 1 more updateChememan Public Company Limited, Annual General Meeting, Apr 22, 2025Chememan Public Company Limited, Annual General Meeting, Apr 22, 2025, at 10:00 SE Asia Standard Time. Location: asoke 2 room, grande centre point, terminal 21 hotel, located at, 2 sukhumvit soi 19 (wattana), sukhumvit road, klongtoey nua, wattana, bangkok 10110, bangkok ThailandBuy Or Sell Opportunity • Feb 26Now 21% undervaluedThe stock has been flat over the last 90 days, currently trading at ฿2.18. The fair value is estimated to be ฿2.75, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.6% over the last 3 years. Earnings per share has grown by 32%.Valuation Update With 7 Day Price Move • Sep 05Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ฿2.66, the stock trades at a trailing P/E ratio of 10.3x. Average trailing P/E is 14x in the Chemicals industry in Thailand. Total returns to shareholders of 19% over the past three years.Reported Earnings • Aug 14Second quarter 2024 earnings released: EPS: ฿0.095 (vs ฿0.062 in 2Q 2023)Second quarter 2024 results: EPS: ฿0.095 (up from ฿0.062 in 2Q 2023). Revenue: ฿952.3m (up 9.0% from 2Q 2023). Net income: ฿91.3m (up 54% from 2Q 2023). Profit margin: 9.6% (up from 6.8% in 2Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.Reported Earnings • May 16First quarter 2024 earnings released: EPS: ฿180 (vs ฿0.096 in 1Q 2023)First quarter 2024 results: EPS: ฿180 (up from ฿0.096 in 1Q 2023). Revenue: ฿1.06b (down 2.5% from 1Q 2023). Net income: ฿172.6m (up 87% from 1Q 2023). Profit margin: 16% (up from 8.5% in 1Q 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 66% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.お知らせ • Apr 27Chememan Public Company Limited Approves the Dividend Payment for the Year 2023, Payable on 24 May 2024Chememan Public Company Limited at its AGM held on April 26, 2024, approved the dividend payment for the year 2023 at the rate of THB 0.07 per share. The Record Date for the shareholders who are entitled to receive the year-end dividend for the year 2023 is 22 March 2024 and the date of payment of the dividend is 24 May 2024.Upcoming Dividend • Mar 14Upcoming dividend of ฿0.07 per shareEligible shareholders must have bought the stock before 21 March 2024. Payment date: 24 May 2024. Payout ratio is a comfortable 49% and this is well supported by cash flows. Trailing yield: 3.6%. Lower than top quartile of Thai dividend payers (5.8%). Higher than average of industry peers (2.6%).お知らせ • Mar 01Chememan Public Company Limited Proposes Dividend Payment for the Year 2023, Payable on 24 May 2024Chememan Public Company Limited at its AGM to be held on April 26, 2024 proposed dividend payment for the year 2023 at the rate of THB 0.07 per share. The year-end dividend will be paid form net profit of operation receiving investment promotional privileges from the Board of Investment (BOI) which are exempted from corporate income tax. Such dividend is exempted from income tax in accordance with the BOI privilege and therefore not subject to withholding tax. The Record Date for the shareholders who are entitled to receive the year-end dividend for the year 2023 is 22 March 2024 and the date of payment of the dividend is 24 May 2024.Declared Dividend • Mar 01Dividend of ฿0.07 announcedShareholders will receive a dividend of ฿0.07. Ex-date: 21st March 2024 Payment date: 24th May 2024 Dividend yield will be 3.6%, which is about the same as the industry average. Sustainability & Growth Dividend is well covered by both earnings (23% earnings payout ratio) and cash flows (7% cash payout ratio). The dividend has decreased over the past 66 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to decline by 74% to shift the payout ratio to a potentially unsustainable range, which is more than the 4.5% EPS decline seen over the last 5 years.Reported Earnings • Nov 16Third quarter 2023 earnings released: EPS: ฿0.014 (vs ฿0.075 in 3Q 2022)Third quarter 2023 results: EPS: ฿0.014 (down from ฿0.075 in 3Q 2022). Revenue: ฿782.8m (down 19% from 3Q 2022). Net income: ฿13.8m (down 81% from 3Q 2022). Profit margin: 1.8% (down from 7.5% in 3Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 94% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.Reported Earnings • Aug 16Second quarter 2023 earnings released: EPS: ฿0.062 (vs ฿0.004 loss in 2Q 2022)Second quarter 2023 results: EPS: ฿0.062 (up from ฿0.004 loss in 2Q 2022). Revenue: ฿874.2m (up 2.7% from 2Q 2022). Net income: ฿59.2m (up ฿62.8m from 2Q 2022). Profit margin: 6.8% (up from net loss in 2Q 2022). The move to profitability was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 101% per year but the company’s share price has only increased by 24% per year, which means it is significantly lagging earnings growth.Reported Earnings • May 18First quarter 2023 earnings released: EPS: ฿0.096 (vs ฿0.087 in 1Q 2022)First quarter 2023 results: EPS: ฿0.096 (up from ฿0.087 in 1Q 2022). Revenue: ฿1.08b (up 10% from 1Q 2022). Net income: ฿92.3m (up 11% from 1Q 2022). Profit margin: 8.5% (in line with 1Q 2022). Over the last 3 years on average, earnings per share has increased by 98% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.お知らせ • May 04Chememan Public Company Limited Approves Dividend for the Year 2022, Payable on 26 May 2023Chememan Public Company Limited announced that at its Annual General Meeting of Shareholders held on 28 April 2023. The Meeting resolved to approve the allocation of profit as statutory reserve in the amount of THB 15,150,000 which is equal to 5.16% of the net profit of the year 2022. After the allocation of the statutory reserve, the total statutory reserve of the Company will be THB 90,290,000 or 9.03% of the registered capital. Additionally, the Meeting resolved to approve the dividend payment for the year 2022 at the rate of THB 0.04 per share. The Record Date for the shareholders who are entitled to receive the year-end dividend for the year 2022 is 23 March 2023 and the date of payment of the dividend is 26 May 2023.Upcoming Dividend • Mar 15Upcoming dividend of ฿0.04 per share at 1.8% yieldEligible shareholders must have bought the stock before 22 March 2023. Payment date: 26 May 2023. Trailing yield: 1.8%. Lower than top quartile of Thai dividend payers (6.1%). Lower than average of industry peers (2.9%).Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 5 highly experienced directors. 3 independent directors (6 non-independent directors). Independent Director Yarnsak Manomaiphiboon was the last independent director to join the board, commencing their role in 2017. 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: ฿0.004 loss per share (vs ฿0.051 profit in 2Q 2021)Second quarter 2022 results: ฿0.004 loss per share (down from ฿0.051 profit in 2Q 2021). Revenue: ฿949.2m (up 27% from 2Q 2021). Net loss: ฿3.62m (down 107% from profit in 2Q 2021). 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 5% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Jun 20Investor sentiment improved over the past weekAfter last week's 21% share price gain to ฿2.66, the stock trades at a trailing P/E ratio of 20.5x. Average trailing P/E is 17x in the Chemicals industry in Thailand. Total returns to shareholders of 12% over the past three years.Valuation Update With 7 Day Price Move • May 09Investor sentiment improved over the past weekAfter last week's 25% share price gain to ฿2.40, the stock trades at a trailing P/E ratio of 23.4x. Average trailing P/E is 14x in the Chemicals industry in Thailand. Total loss to shareholders of 5.2% over the past three years.Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 5 highly experienced directors. 3 independent directors (6 non-independent directors). Independent Director Yarnsak Manomaiphiboon was the last independent director to join the board, commencing their role in 2017. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.お知らせ • Mar 03Chememan Public Company Limited, Annual General Meeting, Apr 28, 2022Chememan Public Company Limited, Annual General Meeting, Apr 28, 2022, at 10:00 SE Asia Standard Time. Location: Grand Ballroom, Grande Centre Point Terminal 21 Hotel o. 2, Sukhumvit Soi 19 (Wattana), Sukhumvit Road Bangkok Thailand Agenda: To acknowledge the Company's operational results for the year 2021; to consider and approve the Company's Statement of Financial Position and Statement of Comprehensive Income for the year ended 31 December 2021, and the Auditor's Report; to consider and approve the allocation of profit as statutory reserve and the omission of dividend payment for the year 2021; to consider appointment of auditors for the Year 2022 and to fix the audit fee; to consider and elect directors to replace the directors who are retired by rotation; and to consider other matters.Reported Earnings • Mar 02Full year 2021 earnings: EPS misses analyst expectationsFull year 2021 results: EPS: ฿0.10 (up from ฿0.13 loss in FY 2020). Revenue: ฿3.14b (up 38% from FY 2020). Net income: ฿98.3m (up ฿217.9m from FY 2020). Profit margin: 3.1% (up from net loss in FY 2020). The move to profitability was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 103%. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 63 percentage points per year, which is a significant difference in performance.Reported Earnings • Nov 12Third quarter 2021 earnings released: EPS ฿0.006 (vs ฿0.026 loss in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: ฿823.7m (up 83% from 3Q 2020). Net income: ฿5.39m (up ฿30.6m from 3Q 2020). Profit margin: 0.7% (up from net loss in 3Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 103 percentage points per year, which is a significant difference in performance.Reported Earnings • May 16First quarter 2021 earnings released: EPS ฿0.06 (vs ฿0.04 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: ฿692.9m (up 4.2% from 1Q 2020). Net income: ฿57.0m (up 50% from 1Q 2020). Profit margin: 8.2% (up from 5.7% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 96 percentage points per year, which is a significant difference in performance.Reported Earnings • Mar 03Full year 2020 earnings released: ฿0.13 loss per share (vs ฿0.001 profit in FY 2019)The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2020 results: Revenue: ฿2.28b (down 4.8% from FY 2019). Net loss: ฿119.6m (down ฿120.4m from profit in FY 2019).お知らせ • Mar 02Chememan Public Company Limited, Annual General Meeting, Apr 23, 2021Chememan Public Company Limited, Annual General Meeting, Apr 23, 2021, at 03:00 Coordinated Universal Time. Agenda: To acknowledge the Company's operational results for the year 2020; to consider and approve the Company's Statement of Financial Position and Statement of Comprehensive Income for the year ended 31 December 2020, and the Auditor's Report; to consider and approve the omission of allocation of profit as statutory reserve and the omission of dividend payment for the year 2020; to consider appointment of auditors for the Year 2021 and to fix the audit fee; to consider and elect directors to replace the directors who are retired by rotation; to consider and approve the remuneration of the Board of Directors for the year 2021; and to consider other matters if any.Is New 90 Day High Low • Jan 27New 90-day high: ฿1.59The company is up 33% from its price of ฿1.20 on 29 October 2020. The Thai market is up 25% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Chemicals industry, which is up 46% over the same period.Is New 90 Day High Low • Jan 11New 90-day high: ฿1.38The company is up 17% from its price of ฿1.18 on 12 October 2020. The Thai market is up 21% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 40% over the same period.お知らせ • Dec 25Chememan Public Company Limited Inform the Change in PositionChememan Public Company Limited inform the change in position of M.L. Chandchutha Chandratat from Chairman of the Board and Independent Director to Chairman of the Board and Director. The change is effective since 22 December 2020 onwards.Is New 90 Day High Low • Dec 17New 90-day high: ฿1.35The company is up 17% from its price of ฿1.15 on 18 September 2020. The Thai market is up 16% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Chemicals industry, which is up 35% over the same period.お知らせ • Nov 14Chememan Public Company Limited Announces Resignation of Suwat Tunlayadechanont from the Directorship of the Company, Effective Since 10 November 2020 OnwardsChememan Public Company Limited announced that Mr. Suwat Tunlayadechanont has resigned from the directorship of the Company, effective since 10 November 2020 onwards.Reported Earnings • Nov 12Third quarter 2020 earnings released: ฿0.03 loss per shareThe company reported a poor third quarter result with increased losses and weaker revenues and control over expenses. Third quarter 2020 results: Revenue: ฿450.5m (down 24% from 3Q 2019). Net loss: ฿25.2m (loss widened 11% from 3Q 2019).決済の安定と成長配当データの取得安定した配当: CMANは 10 年未満配当金を支払っており、この間、支払額は 変動性 が高かった。増加する配当: CMANの配当金は増加していますが、同社は8年間しか配当金を支払っていません。配当利回り対市場Chememan 配当利回り対市場CMAN 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 (CMAN)5.7%市場下位25% (TH)3.4%市場トップ25% (TH)7.5%業界平均 (Chemicals)2.5%アナリスト予想 (CMAN) (最長3年)n/a注目すべき配当: CMANの配当金 ( 5.73% ) はTH市場の配当金支払者の下位 25% ( 3.45% ) よりも高くなっています。高配当: CMANの配当金 ( 5.73% ) はTH市場の配当金支払者の上位 25% ( 7.45% ) 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: CMANの 配当性向 ( 39.8% ) はかなり低いため、配当金の支払いは利益によって十分にカバーされます。株主配当金キャッシュフローカバレッジ: CMANの 現金配当性向 ( 26.3% ) は比較的低く、配当金の支払いはキャッシュフローによって十分にカバーされています。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2026/05/06 07:00終値2026/05/06 00:00収益2025/12/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Chememan Public Company Limited 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。1 アナリスト機関Apichat PoobunjirdkulTisco Securities Co. Ltd.
Declared Dividend • Feb 26Dividend increased to ฿0.15Dividend of ฿0.15 is 25% higher than last year. Ex-date: 13th March 2026 Payment date: 20th May 2026 Dividend yield will be 5.6%, which is higher than the industry average of 3.8%. Sustainability & Growth Dividend is well covered by both earnings (32% earnings payout ratio) and cash flows (20% cash payout ratio). The dividend has increased by an average of 2.3% per year over the past 8 years. However, payments have been volatile during that time. Earnings per share has grown by 46% 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 25Chememan Public Company Limited announces Annual dividend, payable on May 20, 2026Chememan Public Company Limited announced Annual dividend of THB 0.1415 per share payable on May 20, 2026, ex-date on March 13, 2026 and record date on March 16, 2026.
お知らせ • Apr 24Chememan Public Company Limited Approves Dividend for the Year 2024, Payable on 21 May 2025Chememan Public Company Limited at its AGM held on April 22, 2025, approved the dividend payment for the year 2024 at the rate of THB 0.12 per share. The Record Date for determining the shareholders entitled to receive the year-end dividend for the year 2024 is on 17 March 2025 and the dividend payment date will be on 21 May 2025.
Declared Dividend • Mar 02Dividend increased to ฿0.12Dividend of ฿0.12 is 71% higher than last year. Ex-date: 14th March 2025 Payment date: 21st May 2025 Dividend yield will be 5.4%, which is higher than the industry average of 3.8%. Sustainability & Growth Dividend is well covered by both earnings (49% earnings payout ratio) and cash flows (12% cash payout ratio). The dividend has decreased over the past 76 years, indicating a lack of growth and stability in payments. Earnings per share has grown by 54% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
お知らせ • Apr 27Chememan Public Company Limited Approves the Dividend Payment for the Year 2023, Payable on 24 May 2024Chememan Public Company Limited at its AGM held on April 26, 2024, approved the dividend payment for the year 2023 at the rate of THB 0.07 per share. The Record Date for the shareholders who are entitled to receive the year-end dividend for the year 2023 is 22 March 2024 and the date of payment of the dividend is 24 May 2024.
Upcoming Dividend • Mar 14Upcoming dividend of ฿0.07 per shareEligible shareholders must have bought the stock before 21 March 2024. Payment date: 24 May 2024. Payout ratio is a comfortable 49% and this is well supported by cash flows. Trailing yield: 3.6%. Lower than top quartile of Thai dividend payers (5.8%). Higher than average of industry peers (2.6%).
お知らせ • Feb 27Chememan Public Company Limited Appoints M.L. Chandchutha Chandratat as Chief Executive Officer - International (CEO - International), Effective from 23 February 2026Chememan Public Company Limited Board of Directors has resolved to appoint M.L. Chandchutha Chandratat, currently Director and Chairman of the Board, as Chief Executive Officer - International (CEO - International). This appointment aims to drive the Group's international growth strategy, strengthen strategic business partnerships, and expand cross-border investments. In this role, M.L. Chandchutha Chandratat will work closely with the Chief Executive Officer in defining and executing the Company's global expansion strategy to achieve the objectives set out in the Company's business plan. This appointment is effective from 23 February 2026 onwards.
Declared Dividend • Feb 26Dividend increased to ฿0.15Dividend of ฿0.15 is 25% higher than last year. Ex-date: 13th March 2026 Payment date: 20th May 2026 Dividend yield will be 5.6%, which is higher than the industry average of 3.8%. Sustainability & Growth Dividend is well covered by both earnings (32% earnings payout ratio) and cash flows (20% cash payout ratio). The dividend has increased by an average of 2.3% per year over the past 8 years. However, payments have been volatile during that time. Earnings per share has grown by 46% 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 25Chememan Public Company Limited announces Annual dividend, payable on May 20, 2026Chememan Public Company Limited announced Annual dividend of THB 0.1415 per share payable on May 20, 2026, ex-date on March 13, 2026 and record date on March 16, 2026.
お知らせ • Feb 24Chememan Public Company Limited, Annual General Meeting, Apr 23, 2026Chememan Public Company Limited, Annual General Meeting, Apr 23, 2026, at 10:00 SE Asia Standard Time. Location: physical meeting, grand sukhumvit room, grande centre, point terminal 21 hotel, located at 2 sukhumvit soi 19 (wattana), sukhumvit road, klongtoey nua, wattana, bangkok 10110, Thailand
Reported Earnings • Nov 08Third quarter 2025 earnings released: EPS: ฿0.042 (vs ฿0.10 loss in 3Q 2024)Third quarter 2025 results: EPS: ฿0.042 (up from ฿0.10 loss in 3Q 2024). Revenue: ฿790.5m (down 13% from 3Q 2024). Net income: ฿40.6m (up ฿136.9m from 3Q 2024). Profit margin: 5.1% (up from net loss in 3Q 2024). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Aug 09Second quarter 2025 earnings released: EPS: ฿0.11 (vs ฿0.095 in 2Q 2024)Second quarter 2025 results: EPS: ฿0.11 (up from ฿0.095 in 2Q 2024). Revenue: ฿988.6m (up 4.0% from 2Q 2024). Net income: ฿107.3m (up 18% from 2Q 2024). Profit margin: 11% (up from 9.6% 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 21% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
Reported Earnings • May 10First quarter 2025 earnings released: EPS: ฿0.14 (vs ฿0.18 in 1Q 2024)First quarter 2025 results: EPS: ฿0.14 (down from ฿0.18 in 1Q 2024). Revenue: ฿1.09b (up 3.6% from 1Q 2024). Net income: ฿130.3m (down 25% from 1Q 2024). Profit margin: 12% (down from 16% 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 22% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
お知らせ • Apr 24Chememan Public Company Limited Approves Dividend for the Year 2024, Payable on 21 May 2025Chememan Public Company Limited at its AGM held on April 22, 2025, approved the dividend payment for the year 2024 at the rate of THB 0.12 per share. The Record Date for determining the shareholders entitled to receive the year-end dividend for the year 2024 is on 17 March 2025 and the dividend payment date will be on 21 May 2025.
Declared Dividend • Mar 02Dividend increased to ฿0.12Dividend of ฿0.12 is 71% higher than last year. Ex-date: 14th March 2025 Payment date: 21st May 2025 Dividend yield will be 5.4%, which is higher than the industry average of 3.8%. Sustainability & Growth Dividend is well covered by both earnings (49% earnings payout ratio) and cash flows (12% cash payout ratio). The dividend has decreased over the past 76 years, indicating a lack of growth and stability in payments. Earnings per share has grown by 54% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Reported Earnings • Mar 01Full year 2024 earnings released: EPS: ฿0.26 (vs ฿0.14 in FY 2023)Full year 2024 results: EPS: ฿0.26 (up from ฿0.14 in FY 2023). Revenue: ฿3.93b (up 9.9% from FY 2023). Net income: ฿251.6m (up 85% from FY 2023). Profit margin: 6.4% (up from 3.8% 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 25% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 28+ 1 more updateChememan Public Company Limited, Annual General Meeting, Apr 22, 2025Chememan Public Company Limited, Annual General Meeting, Apr 22, 2025, at 10:00 SE Asia Standard Time. Location: asoke 2 room, grande centre point, terminal 21 hotel, located at, 2 sukhumvit soi 19 (wattana), sukhumvit road, klongtoey nua, wattana, bangkok 10110, bangkok Thailand
Buy Or Sell Opportunity • Feb 26Now 21% undervaluedThe stock has been flat over the last 90 days, currently trading at ฿2.18. The fair value is estimated to be ฿2.75, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.6% over the last 3 years. Earnings per share has grown by 32%.
Valuation Update With 7 Day Price Move • Sep 05Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ฿2.66, the stock trades at a trailing P/E ratio of 10.3x. Average trailing P/E is 14x in the Chemicals industry in Thailand. Total returns to shareholders of 19% over the past three years.
Reported Earnings • Aug 14Second quarter 2024 earnings released: EPS: ฿0.095 (vs ฿0.062 in 2Q 2023)Second quarter 2024 results: EPS: ฿0.095 (up from ฿0.062 in 2Q 2023). Revenue: ฿952.3m (up 9.0% from 2Q 2023). Net income: ฿91.3m (up 54% from 2Q 2023). Profit margin: 9.6% (up from 6.8% in 2Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
Reported Earnings • May 16First quarter 2024 earnings released: EPS: ฿180 (vs ฿0.096 in 1Q 2023)First quarter 2024 results: EPS: ฿180 (up from ฿0.096 in 1Q 2023). Revenue: ฿1.06b (down 2.5% from 1Q 2023). Net income: ฿172.6m (up 87% from 1Q 2023). Profit margin: 16% (up from 8.5% in 1Q 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 66% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
お知らせ • Apr 27Chememan Public Company Limited Approves the Dividend Payment for the Year 2023, Payable on 24 May 2024Chememan Public Company Limited at its AGM held on April 26, 2024, approved the dividend payment for the year 2023 at the rate of THB 0.07 per share. The Record Date for the shareholders who are entitled to receive the year-end dividend for the year 2023 is 22 March 2024 and the date of payment of the dividend is 24 May 2024.
Upcoming Dividend • Mar 14Upcoming dividend of ฿0.07 per shareEligible shareholders must have bought the stock before 21 March 2024. Payment date: 24 May 2024. Payout ratio is a comfortable 49% and this is well supported by cash flows. Trailing yield: 3.6%. Lower than top quartile of Thai dividend payers (5.8%). Higher than average of industry peers (2.6%).
お知らせ • Mar 01Chememan Public Company Limited Proposes Dividend Payment for the Year 2023, Payable on 24 May 2024Chememan Public Company Limited at its AGM to be held on April 26, 2024 proposed dividend payment for the year 2023 at the rate of THB 0.07 per share. The year-end dividend will be paid form net profit of operation receiving investment promotional privileges from the Board of Investment (BOI) which are exempted from corporate income tax. Such dividend is exempted from income tax in accordance with the BOI privilege and therefore not subject to withholding tax. The Record Date for the shareholders who are entitled to receive the year-end dividend for the year 2023 is 22 March 2024 and the date of payment of the dividend is 24 May 2024.
Declared Dividend • Mar 01Dividend of ฿0.07 announcedShareholders will receive a dividend of ฿0.07. Ex-date: 21st March 2024 Payment date: 24th May 2024 Dividend yield will be 3.6%, which is about the same as the industry average. Sustainability & Growth Dividend is well covered by both earnings (23% earnings payout ratio) and cash flows (7% cash payout ratio). The dividend has decreased over the past 66 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to decline by 74% to shift the payout ratio to a potentially unsustainable range, which is more than the 4.5% EPS decline seen over the last 5 years.
Reported Earnings • Nov 16Third quarter 2023 earnings released: EPS: ฿0.014 (vs ฿0.075 in 3Q 2022)Third quarter 2023 results: EPS: ฿0.014 (down from ฿0.075 in 3Q 2022). Revenue: ฿782.8m (down 19% from 3Q 2022). Net income: ฿13.8m (down 81% from 3Q 2022). Profit margin: 1.8% (down from 7.5% in 3Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 94% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Aug 16Second quarter 2023 earnings released: EPS: ฿0.062 (vs ฿0.004 loss in 2Q 2022)Second quarter 2023 results: EPS: ฿0.062 (up from ฿0.004 loss in 2Q 2022). Revenue: ฿874.2m (up 2.7% from 2Q 2022). Net income: ฿59.2m (up ฿62.8m from 2Q 2022). Profit margin: 6.8% (up from net loss in 2Q 2022). The move to profitability was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 101% per year but the company’s share price has only increased by 24% per year, which means it is significantly lagging earnings growth.
Reported Earnings • May 18First quarter 2023 earnings released: EPS: ฿0.096 (vs ฿0.087 in 1Q 2022)First quarter 2023 results: EPS: ฿0.096 (up from ฿0.087 in 1Q 2022). Revenue: ฿1.08b (up 10% from 1Q 2022). Net income: ฿92.3m (up 11% from 1Q 2022). Profit margin: 8.5% (in line with 1Q 2022). Over the last 3 years on average, earnings per share has increased by 98% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.
お知らせ • May 04Chememan Public Company Limited Approves Dividend for the Year 2022, Payable on 26 May 2023Chememan Public Company Limited announced that at its Annual General Meeting of Shareholders held on 28 April 2023. The Meeting resolved to approve the allocation of profit as statutory reserve in the amount of THB 15,150,000 which is equal to 5.16% of the net profit of the year 2022. After the allocation of the statutory reserve, the total statutory reserve of the Company will be THB 90,290,000 or 9.03% of the registered capital. Additionally, the Meeting resolved to approve the dividend payment for the year 2022 at the rate of THB 0.04 per share. The Record Date for the shareholders who are entitled to receive the year-end dividend for the year 2022 is 23 March 2023 and the date of payment of the dividend is 26 May 2023.
Upcoming Dividend • Mar 15Upcoming dividend of ฿0.04 per share at 1.8% yieldEligible shareholders must have bought the stock before 22 March 2023. Payment date: 26 May 2023. Trailing yield: 1.8%. Lower than top quartile of Thai dividend payers (6.1%). Lower than average of industry peers (2.9%).
Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 5 highly experienced directors. 3 independent directors (6 non-independent directors). Independent Director Yarnsak Manomaiphiboon was the last independent director to join the board, commencing their role in 2017. 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: ฿0.004 loss per share (vs ฿0.051 profit in 2Q 2021)Second quarter 2022 results: ฿0.004 loss per share (down from ฿0.051 profit in 2Q 2021). Revenue: ฿949.2m (up 27% from 2Q 2021). Net loss: ฿3.62m (down 107% from profit in 2Q 2021). 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 5% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Jun 20Investor sentiment improved over the past weekAfter last week's 21% share price gain to ฿2.66, the stock trades at a trailing P/E ratio of 20.5x. Average trailing P/E is 17x in the Chemicals industry in Thailand. Total returns to shareholders of 12% over the past three years.
Valuation Update With 7 Day Price Move • May 09Investor sentiment improved over the past weekAfter last week's 25% share price gain to ฿2.40, the stock trades at a trailing P/E ratio of 23.4x. Average trailing P/E is 14x in the Chemicals industry in Thailand. Total loss to shareholders of 5.2% over the past three years.
Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 5 highly experienced directors. 3 independent directors (6 non-independent directors). Independent Director Yarnsak Manomaiphiboon was the last independent director to join the board, commencing their role in 2017. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
お知らせ • Mar 03Chememan Public Company Limited, Annual General Meeting, Apr 28, 2022Chememan Public Company Limited, Annual General Meeting, Apr 28, 2022, at 10:00 SE Asia Standard Time. Location: Grand Ballroom, Grande Centre Point Terminal 21 Hotel o. 2, Sukhumvit Soi 19 (Wattana), Sukhumvit Road Bangkok Thailand Agenda: To acknowledge the Company's operational results for the year 2021; to consider and approve the Company's Statement of Financial Position and Statement of Comprehensive Income for the year ended 31 December 2021, and the Auditor's Report; to consider and approve the allocation of profit as statutory reserve and the omission of dividend payment for the year 2021; to consider appointment of auditors for the Year 2022 and to fix the audit fee; to consider and elect directors to replace the directors who are retired by rotation; and to consider other matters.
Reported Earnings • Mar 02Full year 2021 earnings: EPS misses analyst expectationsFull year 2021 results: EPS: ฿0.10 (up from ฿0.13 loss in FY 2020). Revenue: ฿3.14b (up 38% from FY 2020). Net income: ฿98.3m (up ฿217.9m from FY 2020). Profit margin: 3.1% (up from net loss in FY 2020). The move to profitability was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 103%. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 63 percentage points per year, which is a significant difference in performance.
Reported Earnings • Nov 12Third quarter 2021 earnings released: EPS ฿0.006 (vs ฿0.026 loss in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: ฿823.7m (up 83% from 3Q 2020). Net income: ฿5.39m (up ฿30.6m from 3Q 2020). Profit margin: 0.7% (up from net loss in 3Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 103 percentage points per year, which is a significant difference in performance.
Reported Earnings • May 16First quarter 2021 earnings released: EPS ฿0.06 (vs ฿0.04 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: ฿692.9m (up 4.2% from 1Q 2020). Net income: ฿57.0m (up 50% from 1Q 2020). Profit margin: 8.2% (up from 5.7% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 96 percentage points per year, which is a significant difference in performance.
Reported Earnings • Mar 03Full year 2020 earnings released: ฿0.13 loss per share (vs ฿0.001 profit in FY 2019)The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2020 results: Revenue: ฿2.28b (down 4.8% from FY 2019). Net loss: ฿119.6m (down ฿120.4m from profit in FY 2019).
お知らせ • Mar 02Chememan Public Company Limited, Annual General Meeting, Apr 23, 2021Chememan Public Company Limited, Annual General Meeting, Apr 23, 2021, at 03:00 Coordinated Universal Time. Agenda: To acknowledge the Company's operational results for the year 2020; to consider and approve the Company's Statement of Financial Position and Statement of Comprehensive Income for the year ended 31 December 2020, and the Auditor's Report; to consider and approve the omission of allocation of profit as statutory reserve and the omission of dividend payment for the year 2020; to consider appointment of auditors for the Year 2021 and to fix the audit fee; to consider and elect directors to replace the directors who are retired by rotation; to consider and approve the remuneration of the Board of Directors for the year 2021; and to consider other matters if any.
Is New 90 Day High Low • Jan 27New 90-day high: ฿1.59The company is up 33% from its price of ฿1.20 on 29 October 2020. The Thai market is up 25% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Chemicals industry, which is up 46% over the same period.
Is New 90 Day High Low • Jan 11New 90-day high: ฿1.38The company is up 17% from its price of ฿1.18 on 12 October 2020. The Thai market is up 21% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 40% over the same period.
お知らせ • Dec 25Chememan Public Company Limited Inform the Change in PositionChememan Public Company Limited inform the change in position of M.L. Chandchutha Chandratat from Chairman of the Board and Independent Director to Chairman of the Board and Director. The change is effective since 22 December 2020 onwards.
Is New 90 Day High Low • Dec 17New 90-day high: ฿1.35The company is up 17% from its price of ฿1.15 on 18 September 2020. The Thai market is up 16% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Chemicals industry, which is up 35% over the same period.
お知らせ • Nov 14Chememan Public Company Limited Announces Resignation of Suwat Tunlayadechanont from the Directorship of the Company, Effective Since 10 November 2020 OnwardsChememan Public Company Limited announced that Mr. Suwat Tunlayadechanont has resigned from the directorship of the Company, effective since 10 November 2020 onwards.
Reported Earnings • Nov 12Third quarter 2020 earnings released: ฿0.03 loss per shareThe company reported a poor third quarter result with increased losses and weaker revenues and control over expenses. Third quarter 2020 results: Revenue: ฿450.5m (down 24% from 3Q 2019). Net loss: ฿25.2m (loss widened 11% from 3Q 2019).