View ValuationNFC 将来の成長Future 基準チェック /06現在、 NFCの成長と収益を予測するのに十分なアナリストの調査がありません。主要情報n/a収益成長率n/aEPS成長率Chemicals 収益成長66.0%収益成長率n/a将来の株主資本利益率n/aアナリストカバレッジNone最終更新日n/a今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesお知らせ • Feb 27NFC Public Company Limited, Annual General Meeting, Apr 28, 2026NFC Public Company Limited, Annual General Meeting, Apr 28, 2026, at 14:00 SE Asia Standard Time. Location: physical meeting, the academy meeting room, 2nd floor, sc group building, 88 the parkland road, bangna nuea, bang na, bangkok ThailandNew Risk • Jun 04New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Thai stocks, typically moving 6.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.3x net interest cover). Minor Risks Share price has been volatile over the past 3 months (6.2% average weekly change). Profit margins are more than 30% lower than last year (2.2% net profit margin). Market cap is less than US$100m (฿1.93b market cap, or US$58.8m).Buy Or Sell Opportunity • Jun 04Now 41% undervalued after recent price dropOver the last 90 days, the stock has fallen 9.6% to ฿1.23. The fair value is estimated to be ฿2.08, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 7.7% over the last 3 years. Earnings per share has declined by 51%.Reported Earnings • May 16First quarter 2025 earnings released: EPS: ฿0.012 (vs ฿0.01 in 1Q 2024)First quarter 2025 results: EPS: ฿0.012 (up from ฿0.01 in 1Q 2024). Revenue: ฿541.4m (up 28% from 1Q 2024). Net income: ฿13.1m (up 21% from 1Q 2024). Profit margin: 2.4% (down from 2.6% in 1Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 51% per year but the company’s share price has only fallen by 16% per year, which means it has not declined as severely as earnings.Buy Or Sell Opportunity • Apr 04Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 14% to ฿1.45. The fair value is estimated to be ฿1.84, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 45%.お知らせ • Apr 02NFC Public Company Limited Announces CFO ChangesNFC Public Company Limited announced the termination of Miss Vipapun Datnuntarat as Chief Accountant, Effective Date of Termination of 14 March 2025. The company appointed Miss Dudduen Boonsue as Chief Financial Officer, Effective Date of Appointment of 15 March 2025.お知らせ • Feb 27NFC Public Company Limited, Annual General Meeting, Apr 29, 2025NFC Public Company Limited, Annual General Meeting, Apr 29, 2025, at 14:00 SE Asia Standard Time.New Risk • Feb 27New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 2.2% Last year net profit margin: 10% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.2x net interest cover). Minor Risks Profit margins are more than 30% lower than last year (2.2% net profit margin). Market cap is less than US$100m (฿1.49b market cap, or US$44.0m).Reported Earnings • Feb 27Full year 2024 earnings released: EPS: ฿0.038 (vs ฿0.17 in FY 2023)Full year 2024 results: EPS: ฿0.038 (down from ฿0.17 in FY 2023). Revenue: ฿1.89b (up 4.7% from FY 2023). Net income: ฿41.9m (down 77% from FY 2023). Profit margin: 2.2% (down from 10.0% in FY 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has only fallen by 28% per year, which means it has not declined as severely as earnings.Reported Earnings • Nov 15Third quarter 2024 earnings released: EPS: ฿0.019 (vs ฿0.023 in 3Q 2023)Third quarter 2024 results: EPS: ฿0.019 (down from ฿0.023 in 3Q 2023). Revenue: ฿510.3m (up 36% from 3Q 2023). Net income: ฿20.8m (down 16% from 3Q 2023). Profit margin: 4.1% (down from 6.6% 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 21% per year whereas the company’s share price has fallen by 22% per year.Valuation Update With 7 Day Price Move • Sep 12Investor sentiment deteriorates as stock falls 26%After last week's 26% share price decline to ฿2.44, the stock trades at a trailing P/E ratio of 16.1x. Average trailing P/E is 14x in the Chemicals industry in Thailand. Total loss to shareholders of 38% over the past three years.Valuation Update With 7 Day Price Move • Aug 27Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ฿1.40, the stock trades at a trailing P/E ratio of 9.3x. Average trailing P/E is 14x in the Chemicals industry in Thailand. Total loss to shareholders of 64% over the past three years.Reported Earnings • Aug 14Second quarter 2024 earnings released: EPS: ฿0.01 (vs ฿0.017 in 2Q 2023)Second quarter 2024 results: EPS: ฿0.01 (down from ฿0.017 in 2Q 2023). Revenue: ฿446.6m (up 26% from 2Q 2023). Net income: ฿10.5m (down 44% from 2Q 2023). Profit margin: 2.4% (down from 5.3% in 2Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has fallen by 32% per year, which means it is performing significantly worse than earnings.New Risk • Aug 02New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Thai stocks, typically moving 9.8% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.5x net interest cover). Share price has been highly volatile over the past 3 months (9.8% average weekly change). Minor Risk Market cap is less than US$100m (฿1.41b market cap, or US$40.0m).Buy Or Sell Opportunity • Aug 02Now 27% undervalued after recent price dropOver the last 90 days, the stock has fallen 54% to ฿1.30. The fair value is estimated to be ฿1.77, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Earnings per share has grown by 10%.Valuation Update With 7 Day Price Move • Aug 02Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to ฿1.46, the stock trades at a trailing P/E ratio of 9.2x. Average trailing P/E is 13x in the Chemicals industry in Thailand. Total loss to shareholders of 62% over the past three years.Buy Or Sell Opportunity • Jul 15Now 20% overvaluedOver the last 90 days, the stock has fallen 40% to ฿1.87. The fair value is estimated to be ฿1.56, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Earnings per share has grown by 10%.New Risk • Jun 05New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Thai stocks, typically moving 8.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.5x net interest cover). Minor Risks Share price has been volatile over the past 3 months (8.4% average weekly change). Market cap is less than US$100m (฿2.31b market cap, or US$62.8m).Valuation Update With 7 Day Price Move • Jun 05Investor sentiment deteriorates as stock falls 25%After last week's 25% share price decline to ฿2.12, the stock trades at a trailing P/E ratio of 13.3x. Average trailing P/E is 17x in the Chemicals industry in Thailand. Total loss to shareholders of 46% over the past three years.Reported Earnings • May 16First quarter 2024 earnings released: EPS: ฿0.01 (vs ฿0.017 in 1Q 2023)First quarter 2024 results: EPS: ฿0.01 (down from ฿0.017 in 1Q 2023). Revenue: ฿422.3m (flat on 1Q 2023). Net income: ฿10.9m (down 43% from 1Q 2023). Profit margin: 2.6% (down from 4.5% in 1Q 2023). Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.Reported Earnings • Mar 01Full year 2023 earnings released: EPS: ฿0.17 (vs ฿0.14 in FY 2022)Full year 2023 results: EPS: ฿0.17 (up from ฿0.14 in FY 2022). Revenue: ฿1.80b (down 34% from FY 2022). Net income: ฿181.0m (up 20% from FY 2022). Profit margin: 10.0% (up from 5.5% in FY 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 27% 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 29NFC Public Company Limited Proposes to Approve the Omission of Dividend Payment for the Period from 1 January 2023 to 31 December 2023NFC Public Company Limited at its board meeting held on 27 February 2024 approved to propose to the Annual General Meeting of Shareholders to consider and approve the omission of dividend payment for the operation result of the Company for the year 2023, from 1 January 2023 to 31 December 2023, since the Company needs to reserve for working capital.お知らせ • Feb 28NFC Public Company Limited, Annual General Meeting, Apr 29, 2024NFC Public Company Limited, Annual General Meeting, Apr 29, 2024, at 14:00 SE Asia Standard Time. Agenda: To acknowledge the operating performance of the Company for the year 2023; To consider and approve the statements of financial position and comprehensive income statement for the year ended 2023 ended on 31 December 2023; to consider and approve the allocation of the net profit for the year 2023 as legal reserve,and the omission of dividend payment for the operation result of the Company for the year 2023;to consider and approve the appointment of directors replacing those retired by rotation;to consider and approve the remuneration of directors for the year 2024;to consider and approve the appointment of auditor and the remuneration of the auditor for the year 2024; to consider other matters.お知らせ • Dec 26+ 1 more updateNFC Public Company Limited Appoints Vipapun Datnuntarat as Chief Accountant, Effective January 1, 2024NFC Public Company Limited announced the appointment of Miss. Vipapun Datnuntarat as Chief Accountant of the company with effect from January 1, 2024.New Risk • Dec 12New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Thai stocks, typically moving 6.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.5x net interest cover). Minor Risks Dividend is not well covered by earnings (156% payout ratio). Share price has been volatile over the past 3 months (6.1% average weekly change). Profit margins are more than 30% lower than last year (7.2% net profit margin).Reported Earnings • Nov 15Third quarter 2023 earnings released: EPS: ฿0.023 (vs ฿0.043 in 3Q 2022)Third quarter 2023 results: EPS: ฿0.023 (down from ฿0.043 in 3Q 2022). Revenue: ฿375.5m (down 54% from 3Q 2022). Net income: ฿24.9m (down 47% from 3Q 2022). Profit margin: 6.6% (up from 5.8% in 3Q 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has only increased by 29% per year, which means it is significantly lagging earnings growth.New Risk • Oct 30New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: ฿3.35b (US$93.2m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.8x net interest cover). Minor Risks Dividend is not well covered by earnings (132% payout ratio). Profit margins are more than 30% lower than last year (6.8% net profit margin). Market cap is less than US$100m (฿3.35b market cap, or US$93.2m).Reported Earnings • Aug 09Second quarter 2023 earnings released: EPS: ฿0.017 (vs ฿0.028 in 2Q 2022)Second quarter 2023 results: EPS: ฿0.017 (down from ฿0.028 in 2Q 2022). Revenue: ฿355.5m (down 47% from 2Q 2022). Net income: ฿18.9m (down 39% from 2Q 2022). Profit margin: 5.3% (up from 4.6% in 2Q 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 68% per year but the company’s share price has only increased by 36% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • May 02Upcoming dividend of ฿0.18 per share at 3.8% yieldEligible shareholders must have bought the stock before 09 May 2023. Payment date: 26 May 2023. Trailing yield: 3.8%. Lower than top quartile of Thai dividend payers (6.2%). Higher than average of industry peers (3.0%).Valuation Update With 7 Day Price Move • Mar 14Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ฿4.28, the stock trades at a trailing P/E ratio of 31x. Average trailing P/E is 15x in the Chemicals industry in Thailand. Total returns to shareholders of 199% over the past three years.Board Change • Feb 04Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Kurujit Nakornthap was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.Valuation Update With 7 Day Price Move • Dec 21Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to ฿5.05, the stock trades at a trailing P/E ratio of 13x. Average trailing P/E is 17x in the Chemicals industry in Thailand. Total returns to shareholders of 148% over the past three years.Board Change • Nov 16Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Kurujit Nakornthap was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.Valuation Update With 7 Day Price Move • Nov 10Investor sentiment improved over the past weekAfter last week's 26% share price gain to ฿7.00, the stock trades at a trailing P/E ratio of 20.1x. Average trailing P/E is 16x in the Chemicals industry in Thailand. Total returns to shareholders of 202% over the past three years.お知らせ • Sep 03+ 1 more updateNFC Public Company Limited Announces Executive ChangesNFC Public Company Limited at its Board of Directors Meeting held on 2 September 2022, acknowledged the resignation effective from 1 September 2022 onwards: Gen. Montree Sungkasap - Chairman of the Board of Directors and Director; Mr. Virasak Sutanthavibul - Independent director, Chairman of the Audit Committee; Mr. Yongyos Palanitisena - Director and Mr. Kijja Smunyahirun - Director. Approved the appointment Board of Director effective from 1 September 2022 onwards: Mr. Nuttaphob Ratanasuwanthawee - Chairman of Board of Director; Mr.Nataphong Ratanasuwanthawee - Vice Chairman; Mr. Weerakorn Ongsakul - Independent director; Mr.Poomchai Wacharapong - Independent director, Audit Committee; and Mrs.Duangmanee Darasrisak - Director. However, after the appointment of the directors of the Company, The Board of Directors and Audit Committee will consist of 9 directors as: Mr. Nuttaphob Ratanasuwanthawee - Director and Chairman of Board of Director; Mr. Nataphong Ratanasuwanthawee - Director and Vice Chairman; Mr. Kurujit Nakornthap - Independent Director and Chairman of the Audit Committee; Mr. Poomchai Wacharapong - Independent Director and Audit Committee; Mrs.Aree Termwattanapakdee - Independent Director and Audit Committee; Mr. Weerakorn Ongsakul - Independent Director; Mr. Wiboon Rasmeepaisarn - Director; Mrs.Bongkot Rungkornpaisarn - Director; Mrs.Duangmanee Darasrisak - Director.Valuation Update With 7 Day Price Move • Aug 17Investor sentiment improved over the past weekAfter last week's 68% share price gain to ฿7.95, the stock trades at a trailing P/E ratio of 22.8x. Average trailing P/E is 17x in the Chemicals industry in Thailand. Total returns to shareholders of 120% over the past three years.Reported Earnings • Aug 12Second quarter 2022 earnings released: EPS: ฿0.028 (vs ฿0.004 in 2Q 2021)Second quarter 2022 results: EPS: ฿0.028 (up from ฿0.004 in 2Q 2021). Revenue: ฿670.0m (up 116% from 2Q 2021). Net income: ฿30.9m (up ฿26.5m from 2Q 2021). Profit margin: 4.6% (up from 1.4% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 127% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.お知らせ • Aug 11NFC Public Company Limited Approves Appointment of Kurujit Nakornthap as Independent Director, Audit Committee, Nomination and Remuneration Committee, Effective September 1, 2022NFC Public Company Limited announced that at the Board of Directors' Meeting of No. 4/2022, held on August 10, 2022 resolved approving the appointment Dr. Kurujit Nakornthap as Independent Director, Audit Committee, Nomination and Remuneration Committee, effective on September 1, 2022. Since September 1, 2022, The Audit Committee will consist of 3 directors as follows: Mr. Virasak Sutanthavibul, Mrs. Aree Termwattanapakdee and Dr. Kurujit Nakornthap.Valuation Update With 7 Day Price Move • Jul 25Investor sentiment improved over the past weekAfter last week's 19% share price gain to ฿5.70, the stock trades at a trailing P/E ratio of 17.6x. Average trailing P/E is 17x in the Chemicals industry in Thailand. Total returns to shareholders of 43% over the past three years.お知らせ • Jul 13NFC Public Company Limited Announces Resignation of Seri Wongmonta, Director, Audit Committee and Nomination and Remuneration Committee, Effective July 31, 2022NFC Public Company Limited informed that Associate Prof. Dr. Seri Wongmonta has submitted his resignation letter to the Company to resign from the position of Director, Audit Committee and Nomination andRemuneration Committee due to his personal business engagement with the effective date on July 31, 2022 onwards.Valuation Update With 7 Day Price Move • Jun 30Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to ฿6.40, the stock trades at a trailing P/E ratio of 19.7x. Average trailing P/E is 17x in the Chemicals industry in Thailand. Total returns to shareholders of 73% over the past three years.お知らせ • Jun 29NFC Public Company Limited Appoints Dudduen Boonsue as Chief Financial Officer, Effective 1 July 2022NFC Public Company Limited appointed the appointment of Miss Dudduen Boonsue as chief financial officer of the company. Effective date of appointment is on 1 July 2022.Valuation Update With 7 Day Price Move • Jun 07Investor sentiment improved over the past weekAfter last week's 35% share price gain to ฿3.64, the stock trades at a trailing P/E ratio of 11.2x. Average trailing P/E is 14x in the Chemicals industry in Thailand. Total loss to shareholders of 3.2% over the past three years.お知らせ • Jun 03NFC Public Company Limited Announces Executive ChangesNFC Public Company Limited announced termination of Banchuen Wanarat as Chief Accountant. Position of Chief Accountant: Budgeting & Project Management Division Manager. Effective Date of Termination is May 31, 2022 and appointment of Puricha Sutthisit as Chief Accountant. Effective Date of Appointment is June 1, 2022. Position of Chief Accountant: Accounting Division Manager.Board Change • Apr 27Less 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 an independent director. The company's board is composed of: 1 new director. 10 experienced directors. No highly experienced directors. 3 independent directors (8 non-independent directors). Independent Director Virasak Sutanthavibul was the last independent director to join the board, commencing their role in 2019. 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 • Feb 27Full year 2021 earnings: Revenues in line with analyst expectationsFull year 2021 results: Revenue: ฿1.36b (up 90% from FY 2020). Net income: ฿352.9m (up ฿361.7m from FY 2020). Profit margin: 26% (up from net loss in FY 2020). The move to profitability was driven by higher revenue. Revenue was in line with analyst estimates. 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 16% per year, which means it is performing significantly worse than earnings.Reported Earnings • Nov 10Third quarter 2021 earnings released: EPS ฿0.009 (vs ฿0.005 in 3Q 2020)The company reported a decent third quarter result with improved revenues, although earnings and profit margins were weaker. Third quarter 2021 results: Revenue: ฿380.7m (up 137% from 3Q 2020). Net income: ฿4.15m (down 21% from 3Q 2020). Profit margin: 1.1% (down from 3.3% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 59% per year but the company’s share price has only fallen by 30% per year, which means it has not declined as severely as earnings.Executive Departure • Oct 12Company Secretary & Office of the Board of Directors Department Manager Chaiyuth Promkird has left the companyOn the 1st of October, Chaiyuth Promkird's tenure as Company Secretary & Office of the Board of Directors Department Manager ended after 1.4 years in the role. We don't have any record of a personal shareholding under Chaiyuth's name. A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 1.75 years, which is considered inexperienced in the Simply Wall St Risk Model.Executive Departure • Oct 06Chief Operating Officer Pongpipat Pringsakul has left the companyOn the 1st of October, Pongpipat Pringsakul's tenure as Chief Operating Officer ended after less than a year in the role. We don't have any record of a personal shareholding under Pongpipat's name. Pongpipat is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 1.75 years, which is considered inexperienced in the Simply Wall St Risk Model.お知らせ • Apr 29NFC Public Company Limited Approves Omission of Dividend for the Year 2020NFC Public Company Limited at its AGM held April 28, 2021, approved the appropriation of the net profit for the year 2020 of THB 1.83 million, as legal reserve, and the omission of dividend for the operation result of the company for the year 2020.お知らせ • Mar 06NFC Public Company Limited, Annual General Meeting, Apr 28, 2021NFC Public Company Limited, Annual General Meeting, Apr 28, 2021, at 02:30 Coordinated Universal Time. Location: Meeting Room 6th Floor, SC Group Building No. 88 The Park Land Road,Bangna Nuea Sub-District, Bangna District Bangkok Thailand Agenda: To consider and approve the minutes of the extraordinary general meeting of shareholders no. 1/2020 held on 19 October 2020; to consider acknowledge the operational result of the Company for the year 2020; to consider and approve the statements of financial position and the profit and loss statement the Company for the year ended 2020 ended on 31 December 2020; to consider and approve the allocation of the net profit for the year 2020 as legal reserve, and the omission of dividend payment for the operation result of the Company for the year 2020; to consider and appoint the directors in replacement of 4 retiring directors by rotation; to consider the appointment of auditors for the year 2021 and the remuneration for the auditors; and to consider other matters.Reported Earnings • Feb 24Full year 2020 earnings released: ฿0.008 loss per share (vs ฿0.032 loss in FY 2019)The company reported a decent full year result with reduced losses and improved control over expenses, although revenues were weaker. Full year 2020 results: Revenue: ฿719.3m (down 39% from FY 2019). Net loss: ฿8.76m (loss narrowed 75% from FY 2019).Is New 90 Day High Low • Nov 20New 90-day high: ฿1.83The company is up 15% from its price of ฿1.59 on 21 August 2020. The Thai market is up 6.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 13% over the same period.Reported Earnings • Nov 11Third quarter 2020 earnings released: EPS ฿0.005The company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2020 results: Revenue: ฿160.5m (down 39% from 3Q 2019). Net income: ฿5.28m (up ฿49.6m from 3Q 2019). Profit margin: 3.3% (up from net loss in 3Q 2019). The move to profitability was driven by lower expenses.Is New 90 Day High Low • Oct 20New 90-day low: ฿1.40The company is down 20% from its price of ฿1.75 on 22 July 2020. The Thai market is down 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is down 16% over the same period.お知らせ • Sep 19Teerawat Wongchareonsin acquired 7.91% stake in NFC Public Company Limited from Pittayakorn Naothaworn.Teerawat Wongchareonsin acquired 7.91% stake in NFC Public Company Limited from Pittayakorn Naothaworn on February 19, 2018. As per the transaction, Teerawat Wongchareonsin acquired 86 million shares. Post completion, Pittayakorn Naothaworn held 98.6 million shares representing 9.06% stake of NFC Public Company Limited. Teerawat Wongchareonsin completed the acquisition of 7.91% stake in NFC Public Company Limited from Pittayakorn Naothaworn on February 19, 2018. このセクションでは通常、投資家が会社の利益創出能力を理解する一助となるよう、プロのアナリストのコンセンサス予想に基づく収益と利益の成長予測を提示する。しかし、NFC は十分な過去のデータを提供しておらず、アナリストの予測もないため、過去のデータを外挿したり、アナリストの予測を使用しても、その将来の収益を確実に算出することはできません。 シンプリー・ウォール・ストリートがカバーする企業の97%は過去の財務データを持っているため、これはかなり稀な状況です。 業績と収益の成長予測SET:NFC - アナリストの将来予測と過去の財務データ ( )THB Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数6/30/20252,11355410611N/A3/31/20252,00744427540N/A12/31/20241,88842442560N/A9/30/20242,029160481454N/A6/30/20241,894165386424N/A3/31/20241,803173348508N/A12/31/20231,803181220451N/A9/30/20231,750126277813N/A6/30/20232,185148306811N/A3/31/20232,500160194619N/A12/31/20222,746150359755N/A9/30/20222,64342390218N/A6/30/20222,200380-410-233N/A3/31/20221,840353-386-137N/A12/31/20211,364353-521-103N/A9/30/20211,02926-647158N/A6/30/202182227-615320N/A3/31/202166615-439349N/A12/31/2020719-9-422386N/A9/30/2020839-14-184642N/A6/30/2020939-64-191425N/A3/31/20201,114-54-434244N/A12/31/20191,182-34-331114N/A9/30/20191,200-42-419-361N/A6/30/20191,224153592N/A3/31/20191,19430N/A148N/A12/31/20181,18051N/A78N/A9/30/20181,178187N/A185N/A6/30/20181,179195N/A181N/A3/31/20181,115196N/A225N/A12/31/20171,101215N/A229N/A9/30/20171,05052N/A217N/A6/30/20171,01793N/A216N/A3/31/20171,032419N/A159N/A12/31/20161,024397N/A60N/A9/30/20161,217722N/A47N/A6/30/20161,225677N/A13N/A3/31/20161,199131N/A37N/A12/31/20151,16180N/A59N/A9/30/2015975-242N/A50N/A6/30/2015915-290N/A49N/A3/31/2015863-112N/A41N/A12/31/2014841-104N/A51N/A9/30/2014793-96N/A63N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: NFCの予測収益成長が 貯蓄率 ( 2.2% ) を上回っているかどうかを判断するにはデータが不十分です。収益対市場: NFCの収益がTH市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です高成長収益: NFCの収益が今後 3 年間で 大幅に 増加すると予想されるかどうかを判断するにはデータが不十分です。収益対市場: NFCの収益がTH市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。高い収益成長: NFCの収益が年間20%よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。一株当たり利益成長率予想将来の株主資本利益率将来のROE: NFCの 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YMaterials 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2025/09/01 02:55終値2025/06/04 00:00収益2025/06/30年間収益2024/12/31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NFC 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
お知らせ • Feb 27NFC Public Company Limited, Annual General Meeting, Apr 28, 2026NFC Public Company Limited, Annual General Meeting, Apr 28, 2026, at 14:00 SE Asia Standard Time. Location: physical meeting, the academy meeting room, 2nd floor, sc group building, 88 the parkland road, bangna nuea, bang na, bangkok Thailand
New Risk • Jun 04New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Thai stocks, typically moving 6.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.3x net interest cover). Minor Risks Share price has been volatile over the past 3 months (6.2% average weekly change). Profit margins are more than 30% lower than last year (2.2% net profit margin). Market cap is less than US$100m (฿1.93b market cap, or US$58.8m).
Buy Or Sell Opportunity • Jun 04Now 41% undervalued after recent price dropOver the last 90 days, the stock has fallen 9.6% to ฿1.23. The fair value is estimated to be ฿2.08, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 7.7% over the last 3 years. Earnings per share has declined by 51%.
Reported Earnings • May 16First quarter 2025 earnings released: EPS: ฿0.012 (vs ฿0.01 in 1Q 2024)First quarter 2025 results: EPS: ฿0.012 (up from ฿0.01 in 1Q 2024). Revenue: ฿541.4m (up 28% from 1Q 2024). Net income: ฿13.1m (up 21% from 1Q 2024). Profit margin: 2.4% (down from 2.6% in 1Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 51% per year but the company’s share price has only fallen by 16% per year, which means it has not declined as severely as earnings.
Buy Or Sell Opportunity • Apr 04Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 14% to ฿1.45. The fair value is estimated to be ฿1.84, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 45%.
お知らせ • Apr 02NFC Public Company Limited Announces CFO ChangesNFC Public Company Limited announced the termination of Miss Vipapun Datnuntarat as Chief Accountant, Effective Date of Termination of 14 March 2025. The company appointed Miss Dudduen Boonsue as Chief Financial Officer, Effective Date of Appointment of 15 March 2025.
お知らせ • Feb 27NFC Public Company Limited, Annual General Meeting, Apr 29, 2025NFC Public Company Limited, Annual General Meeting, Apr 29, 2025, at 14:00 SE Asia Standard Time.
New Risk • Feb 27New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 2.2% Last year net profit margin: 10% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.2x net interest cover). Minor Risks Profit margins are more than 30% lower than last year (2.2% net profit margin). Market cap is less than US$100m (฿1.49b market cap, or US$44.0m).
Reported Earnings • Feb 27Full year 2024 earnings released: EPS: ฿0.038 (vs ฿0.17 in FY 2023)Full year 2024 results: EPS: ฿0.038 (down from ฿0.17 in FY 2023). Revenue: ฿1.89b (up 4.7% from FY 2023). Net income: ฿41.9m (down 77% from FY 2023). Profit margin: 2.2% (down from 10.0% in FY 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has only fallen by 28% per year, which means it has not declined as severely as earnings.
Reported Earnings • Nov 15Third quarter 2024 earnings released: EPS: ฿0.019 (vs ฿0.023 in 3Q 2023)Third quarter 2024 results: EPS: ฿0.019 (down from ฿0.023 in 3Q 2023). Revenue: ฿510.3m (up 36% from 3Q 2023). Net income: ฿20.8m (down 16% from 3Q 2023). Profit margin: 4.1% (down from 6.6% 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 21% per year whereas the company’s share price has fallen by 22% per year.
Valuation Update With 7 Day Price Move • Sep 12Investor sentiment deteriorates as stock falls 26%After last week's 26% share price decline to ฿2.44, the stock trades at a trailing P/E ratio of 16.1x. Average trailing P/E is 14x in the Chemicals industry in Thailand. Total loss to shareholders of 38% over the past three years.
Valuation Update With 7 Day Price Move • Aug 27Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ฿1.40, the stock trades at a trailing P/E ratio of 9.3x. Average trailing P/E is 14x in the Chemicals industry in Thailand. Total loss to shareholders of 64% over the past three years.
Reported Earnings • Aug 14Second quarter 2024 earnings released: EPS: ฿0.01 (vs ฿0.017 in 2Q 2023)Second quarter 2024 results: EPS: ฿0.01 (down from ฿0.017 in 2Q 2023). Revenue: ฿446.6m (up 26% from 2Q 2023). Net income: ฿10.5m (down 44% from 2Q 2023). Profit margin: 2.4% (down from 5.3% in 2Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has fallen by 32% per year, which means it is performing significantly worse than earnings.
New Risk • Aug 02New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Thai stocks, typically moving 9.8% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.5x net interest cover). Share price has been highly volatile over the past 3 months (9.8% average weekly change). Minor Risk Market cap is less than US$100m (฿1.41b market cap, or US$40.0m).
Buy Or Sell Opportunity • Aug 02Now 27% undervalued after recent price dropOver the last 90 days, the stock has fallen 54% to ฿1.30. The fair value is estimated to be ฿1.77, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Earnings per share has grown by 10%.
Valuation Update With 7 Day Price Move • Aug 02Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to ฿1.46, the stock trades at a trailing P/E ratio of 9.2x. Average trailing P/E is 13x in the Chemicals industry in Thailand. Total loss to shareholders of 62% over the past three years.
Buy Or Sell Opportunity • Jul 15Now 20% overvaluedOver the last 90 days, the stock has fallen 40% to ฿1.87. The fair value is estimated to be ฿1.56, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Earnings per share has grown by 10%.
New Risk • Jun 05New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Thai stocks, typically moving 8.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.5x net interest cover). Minor Risks Share price has been volatile over the past 3 months (8.4% average weekly change). Market cap is less than US$100m (฿2.31b market cap, or US$62.8m).
Valuation Update With 7 Day Price Move • Jun 05Investor sentiment deteriorates as stock falls 25%After last week's 25% share price decline to ฿2.12, the stock trades at a trailing P/E ratio of 13.3x. Average trailing P/E is 17x in the Chemicals industry in Thailand. Total loss to shareholders of 46% over the past three years.
Reported Earnings • May 16First quarter 2024 earnings released: EPS: ฿0.01 (vs ฿0.017 in 1Q 2023)First quarter 2024 results: EPS: ฿0.01 (down from ฿0.017 in 1Q 2023). Revenue: ฿422.3m (flat on 1Q 2023). Net income: ฿10.9m (down 43% from 1Q 2023). Profit margin: 2.6% (down from 4.5% in 1Q 2023). Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.
Reported Earnings • Mar 01Full year 2023 earnings released: EPS: ฿0.17 (vs ฿0.14 in FY 2022)Full year 2023 results: EPS: ฿0.17 (up from ฿0.14 in FY 2022). Revenue: ฿1.80b (down 34% from FY 2022). Net income: ฿181.0m (up 20% from FY 2022). Profit margin: 10.0% (up from 5.5% in FY 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 27% 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 29NFC Public Company Limited Proposes to Approve the Omission of Dividend Payment for the Period from 1 January 2023 to 31 December 2023NFC Public Company Limited at its board meeting held on 27 February 2024 approved to propose to the Annual General Meeting of Shareholders to consider and approve the omission of dividend payment for the operation result of the Company for the year 2023, from 1 January 2023 to 31 December 2023, since the Company needs to reserve for working capital.
お知らせ • Feb 28NFC Public Company Limited, Annual General Meeting, Apr 29, 2024NFC Public Company Limited, Annual General Meeting, Apr 29, 2024, at 14:00 SE Asia Standard Time. Agenda: To acknowledge the operating performance of the Company for the year 2023; To consider and approve the statements of financial position and comprehensive income statement for the year ended 2023 ended on 31 December 2023; to consider and approve the allocation of the net profit for the year 2023 as legal reserve,and the omission of dividend payment for the operation result of the Company for the year 2023;to consider and approve the appointment of directors replacing those retired by rotation;to consider and approve the remuneration of directors for the year 2024;to consider and approve the appointment of auditor and the remuneration of the auditor for the year 2024; to consider other matters.
お知らせ • Dec 26+ 1 more updateNFC Public Company Limited Appoints Vipapun Datnuntarat as Chief Accountant, Effective January 1, 2024NFC Public Company Limited announced the appointment of Miss. Vipapun Datnuntarat as Chief Accountant of the company with effect from January 1, 2024.
New Risk • Dec 12New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Thai stocks, typically moving 6.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.5x net interest cover). Minor Risks Dividend is not well covered by earnings (156% payout ratio). Share price has been volatile over the past 3 months (6.1% average weekly change). Profit margins are more than 30% lower than last year (7.2% net profit margin).
Reported Earnings • Nov 15Third quarter 2023 earnings released: EPS: ฿0.023 (vs ฿0.043 in 3Q 2022)Third quarter 2023 results: EPS: ฿0.023 (down from ฿0.043 in 3Q 2022). Revenue: ฿375.5m (down 54% from 3Q 2022). Net income: ฿24.9m (down 47% from 3Q 2022). Profit margin: 6.6% (up from 5.8% in 3Q 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has only increased by 29% per year, which means it is significantly lagging earnings growth.
New Risk • Oct 30New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: ฿3.35b (US$93.2m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.8x net interest cover). Minor Risks Dividend is not well covered by earnings (132% payout ratio). Profit margins are more than 30% lower than last year (6.8% net profit margin). Market cap is less than US$100m (฿3.35b market cap, or US$93.2m).
Reported Earnings • Aug 09Second quarter 2023 earnings released: EPS: ฿0.017 (vs ฿0.028 in 2Q 2022)Second quarter 2023 results: EPS: ฿0.017 (down from ฿0.028 in 2Q 2022). Revenue: ฿355.5m (down 47% from 2Q 2022). Net income: ฿18.9m (down 39% from 2Q 2022). Profit margin: 5.3% (up from 4.6% in 2Q 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 68% per year but the company’s share price has only increased by 36% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • May 02Upcoming dividend of ฿0.18 per share at 3.8% yieldEligible shareholders must have bought the stock before 09 May 2023. Payment date: 26 May 2023. Trailing yield: 3.8%. Lower than top quartile of Thai dividend payers (6.2%). Higher than average of industry peers (3.0%).
Valuation Update With 7 Day Price Move • Mar 14Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ฿4.28, the stock trades at a trailing P/E ratio of 31x. Average trailing P/E is 15x in the Chemicals industry in Thailand. Total returns to shareholders of 199% over the past three years.
Board Change • Feb 04Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Kurujit Nakornthap was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.
Valuation Update With 7 Day Price Move • Dec 21Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to ฿5.05, the stock trades at a trailing P/E ratio of 13x. Average trailing P/E is 17x in the Chemicals industry in Thailand. Total returns to shareholders of 148% over the past three years.
Board Change • Nov 16Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Kurujit Nakornthap was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.
Valuation Update With 7 Day Price Move • Nov 10Investor sentiment improved over the past weekAfter last week's 26% share price gain to ฿7.00, the stock trades at a trailing P/E ratio of 20.1x. Average trailing P/E is 16x in the Chemicals industry in Thailand. Total returns to shareholders of 202% over the past three years.
お知らせ • Sep 03+ 1 more updateNFC Public Company Limited Announces Executive ChangesNFC Public Company Limited at its Board of Directors Meeting held on 2 September 2022, acknowledged the resignation effective from 1 September 2022 onwards: Gen. Montree Sungkasap - Chairman of the Board of Directors and Director; Mr. Virasak Sutanthavibul - Independent director, Chairman of the Audit Committee; Mr. Yongyos Palanitisena - Director and Mr. Kijja Smunyahirun - Director. Approved the appointment Board of Director effective from 1 September 2022 onwards: Mr. Nuttaphob Ratanasuwanthawee - Chairman of Board of Director; Mr.Nataphong Ratanasuwanthawee - Vice Chairman; Mr. Weerakorn Ongsakul - Independent director; Mr.Poomchai Wacharapong - Independent director, Audit Committee; and Mrs.Duangmanee Darasrisak - Director. However, after the appointment of the directors of the Company, The Board of Directors and Audit Committee will consist of 9 directors as: Mr. Nuttaphob Ratanasuwanthawee - Director and Chairman of Board of Director; Mr. Nataphong Ratanasuwanthawee - Director and Vice Chairman; Mr. Kurujit Nakornthap - Independent Director and Chairman of the Audit Committee; Mr. Poomchai Wacharapong - Independent Director and Audit Committee; Mrs.Aree Termwattanapakdee - Independent Director and Audit Committee; Mr. Weerakorn Ongsakul - Independent Director; Mr. Wiboon Rasmeepaisarn - Director; Mrs.Bongkot Rungkornpaisarn - Director; Mrs.Duangmanee Darasrisak - Director.
Valuation Update With 7 Day Price Move • Aug 17Investor sentiment improved over the past weekAfter last week's 68% share price gain to ฿7.95, the stock trades at a trailing P/E ratio of 22.8x. Average trailing P/E is 17x in the Chemicals industry in Thailand. Total returns to shareholders of 120% over the past three years.
Reported Earnings • Aug 12Second quarter 2022 earnings released: EPS: ฿0.028 (vs ฿0.004 in 2Q 2021)Second quarter 2022 results: EPS: ฿0.028 (up from ฿0.004 in 2Q 2021). Revenue: ฿670.0m (up 116% from 2Q 2021). Net income: ฿30.9m (up ฿26.5m from 2Q 2021). Profit margin: 4.6% (up from 1.4% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 127% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
お知らせ • Aug 11NFC Public Company Limited Approves Appointment of Kurujit Nakornthap as Independent Director, Audit Committee, Nomination and Remuneration Committee, Effective September 1, 2022NFC Public Company Limited announced that at the Board of Directors' Meeting of No. 4/2022, held on August 10, 2022 resolved approving the appointment Dr. Kurujit Nakornthap as Independent Director, Audit Committee, Nomination and Remuneration Committee, effective on September 1, 2022. Since September 1, 2022, The Audit Committee will consist of 3 directors as follows: Mr. Virasak Sutanthavibul, Mrs. Aree Termwattanapakdee and Dr. Kurujit Nakornthap.
Valuation Update With 7 Day Price Move • Jul 25Investor sentiment improved over the past weekAfter last week's 19% share price gain to ฿5.70, the stock trades at a trailing P/E ratio of 17.6x. Average trailing P/E is 17x in the Chemicals industry in Thailand. Total returns to shareholders of 43% over the past three years.
お知らせ • Jul 13NFC Public Company Limited Announces Resignation of Seri Wongmonta, Director, Audit Committee and Nomination and Remuneration Committee, Effective July 31, 2022NFC Public Company Limited informed that Associate Prof. Dr. Seri Wongmonta has submitted his resignation letter to the Company to resign from the position of Director, Audit Committee and Nomination andRemuneration Committee due to his personal business engagement with the effective date on July 31, 2022 onwards.
Valuation Update With 7 Day Price Move • Jun 30Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to ฿6.40, the stock trades at a trailing P/E ratio of 19.7x. Average trailing P/E is 17x in the Chemicals industry in Thailand. Total returns to shareholders of 73% over the past three years.
お知らせ • Jun 29NFC Public Company Limited Appoints Dudduen Boonsue as Chief Financial Officer, Effective 1 July 2022NFC Public Company Limited appointed the appointment of Miss Dudduen Boonsue as chief financial officer of the company. Effective date of appointment is on 1 July 2022.
Valuation Update With 7 Day Price Move • Jun 07Investor sentiment improved over the past weekAfter last week's 35% share price gain to ฿3.64, the stock trades at a trailing P/E ratio of 11.2x. Average trailing P/E is 14x in the Chemicals industry in Thailand. Total loss to shareholders of 3.2% over the past three years.
お知らせ • Jun 03NFC Public Company Limited Announces Executive ChangesNFC Public Company Limited announced termination of Banchuen Wanarat as Chief Accountant. Position of Chief Accountant: Budgeting & Project Management Division Manager. Effective Date of Termination is May 31, 2022 and appointment of Puricha Sutthisit as Chief Accountant. Effective Date of Appointment is June 1, 2022. Position of Chief Accountant: Accounting Division Manager.
Board Change • Apr 27Less 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 an independent director. The company's board is composed of: 1 new director. 10 experienced directors. No highly experienced directors. 3 independent directors (8 non-independent directors). Independent Director Virasak Sutanthavibul was the last independent director to join the board, commencing their role in 2019. 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 • Feb 27Full year 2021 earnings: Revenues in line with analyst expectationsFull year 2021 results: Revenue: ฿1.36b (up 90% from FY 2020). Net income: ฿352.9m (up ฿361.7m from FY 2020). Profit margin: 26% (up from net loss in FY 2020). The move to profitability was driven by higher revenue. Revenue was in line with analyst estimates. 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 16% per year, which means it is performing significantly worse than earnings.
Reported Earnings • Nov 10Third quarter 2021 earnings released: EPS ฿0.009 (vs ฿0.005 in 3Q 2020)The company reported a decent third quarter result with improved revenues, although earnings and profit margins were weaker. Third quarter 2021 results: Revenue: ฿380.7m (up 137% from 3Q 2020). Net income: ฿4.15m (down 21% from 3Q 2020). Profit margin: 1.1% (down from 3.3% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 59% per year but the company’s share price has only fallen by 30% per year, which means it has not declined as severely as earnings.
Executive Departure • Oct 12Company Secretary & Office of the Board of Directors Department Manager Chaiyuth Promkird has left the companyOn the 1st of October, Chaiyuth Promkird's tenure as Company Secretary & Office of the Board of Directors Department Manager ended after 1.4 years in the role. We don't have any record of a personal shareholding under Chaiyuth's name. A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 1.75 years, which is considered inexperienced in the Simply Wall St Risk Model.
Executive Departure • Oct 06Chief Operating Officer Pongpipat Pringsakul has left the companyOn the 1st of October, Pongpipat Pringsakul's tenure as Chief Operating Officer ended after less than a year in the role. We don't have any record of a personal shareholding under Pongpipat's name. Pongpipat is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 1.75 years, which is considered inexperienced in the Simply Wall St Risk Model.
お知らせ • Apr 29NFC Public Company Limited Approves Omission of Dividend for the Year 2020NFC Public Company Limited at its AGM held April 28, 2021, approved the appropriation of the net profit for the year 2020 of THB 1.83 million, as legal reserve, and the omission of dividend for the operation result of the company for the year 2020.
お知らせ • Mar 06NFC Public Company Limited, Annual General Meeting, Apr 28, 2021NFC Public Company Limited, Annual General Meeting, Apr 28, 2021, at 02:30 Coordinated Universal Time. Location: Meeting Room 6th Floor, SC Group Building No. 88 The Park Land Road,Bangna Nuea Sub-District, Bangna District Bangkok Thailand Agenda: To consider and approve the minutes of the extraordinary general meeting of shareholders no. 1/2020 held on 19 October 2020; to consider acknowledge the operational result of the Company for the year 2020; to consider and approve the statements of financial position and the profit and loss statement the Company for the year ended 2020 ended on 31 December 2020; to consider and approve the allocation of the net profit for the year 2020 as legal reserve, and the omission of dividend payment for the operation result of the Company for the year 2020; to consider and appoint the directors in replacement of 4 retiring directors by rotation; to consider the appointment of auditors for the year 2021 and the remuneration for the auditors; and to consider other matters.
Reported Earnings • Feb 24Full year 2020 earnings released: ฿0.008 loss per share (vs ฿0.032 loss in FY 2019)The company reported a decent full year result with reduced losses and improved control over expenses, although revenues were weaker. Full year 2020 results: Revenue: ฿719.3m (down 39% from FY 2019). Net loss: ฿8.76m (loss narrowed 75% from FY 2019).
Is New 90 Day High Low • Nov 20New 90-day high: ฿1.83The company is up 15% from its price of ฿1.59 on 21 August 2020. The Thai market is up 6.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 13% over the same period.
Reported Earnings • Nov 11Third quarter 2020 earnings released: EPS ฿0.005The company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2020 results: Revenue: ฿160.5m (down 39% from 3Q 2019). Net income: ฿5.28m (up ฿49.6m from 3Q 2019). Profit margin: 3.3% (up from net loss in 3Q 2019). The move to profitability was driven by lower expenses.
Is New 90 Day High Low • Oct 20New 90-day low: ฿1.40The company is down 20% from its price of ฿1.75 on 22 July 2020. The Thai market is down 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is down 16% over the same period.
お知らせ • Sep 19Teerawat Wongchareonsin acquired 7.91% stake in NFC Public Company Limited from Pittayakorn Naothaworn.Teerawat Wongchareonsin acquired 7.91% stake in NFC Public Company Limited from Pittayakorn Naothaworn on February 19, 2018. As per the transaction, Teerawat Wongchareonsin acquired 86 million shares. Post completion, Pittayakorn Naothaworn held 98.6 million shares representing 9.06% stake of NFC Public Company Limited. Teerawat Wongchareonsin completed the acquisition of 7.91% stake in NFC Public Company Limited from Pittayakorn Naothaworn on February 19, 2018.