View ValuationSamchai Steel Industries 将来の成長Future 基準チェック /06現在、 Samchai Steel Industries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Metals and Mining 収益成長22.8%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 • Mar 31Samchai Steel Industries Public Company Limited, Annual General Meeting, Apr 30, 2026Samchai Steel Industries Public Company Limited, Annual General Meeting, Apr 30, 2026, at 14:00 SE Asia Standard Time. Location: physical meeting, ramada plaza by wyndham bangkok menam, nansindhu room, ThailandReported Earnings • Nov 15Third quarter 2025 earnings released: ฿0.23 loss per share (vs ฿0.042 loss in 3Q 2024)Third quarter 2025 results: ฿0.23 loss per share. Revenue: ฿1.41b (down 35% from 3Q 2024). Net loss: ฿24.2m (loss narrowed 45% from 3Q 2024).Reported Earnings • Aug 16Second quarter 2025 earnings released: EPS: ฿0.001 (vs ฿0.017 in 2Q 2024)Second quarter 2025 results: EPS: ฿0.001 (down from ฿0.017 in 2Q 2024). Revenue: ฿1.39b (down 13% from 2Q 2024). Net income: ฿1.23m (down 93% from 2Q 2024). Profit margin: 0.1% (down from 1.1% in 2Q 2024). Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has fallen by 43% per year, which means it is performing significantly worse than earnings.Board Change • May 24Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 5 highly experienced directors. MD & Director Varoonchai Leekanchanakorn was the last director to join the board, commencing their role in 2018. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Mar 18Samchai Steel Industries Public Company Limited, Annual General Meeting, Apr 24, 2025Samchai Steel Industries Public Company Limited, Annual General Meeting, Apr 24, 2025, at 14:00 SE Asia Standard Time. Location: ramada plaza riverside hotel, ThailandReported Earnings • Dec 19Third quarter 2024 earnings released: ฿0.042 loss per share (vs ฿0.036 loss in 3Q 2023)Third quarter 2024 results: ฿0.042 loss per share (further deteriorated from ฿0.036 loss in 3Q 2023). Revenue: ฿2.19b (up 50% from 3Q 2023). Net loss: ฿44.0m (loss widened 16% from 3Q 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 47 percentage points per year, which is a significant difference in performance.Board Change • Dec 19Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 5 highly experienced directors. MD & Director Varoonchai Leekanchanakorn was the last director to join the board, commencing their role in 2018. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Oct 26Second quarter 2024 earnings released: EPS: ฿0.017 (vs ฿0.009 loss in 2Q 2023)Second quarter 2024 results: EPS: ฿0.017 (up from ฿0.009 loss in 2Q 2023). Revenue: ฿1.59b (up 11% from 2Q 2023). Net income: ฿17.2m (up ฿27.0m from 2Q 2023). Profit margin: 1.1% (up from net loss in 2Q 2023). 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 40 percentage points per year, which is a significant difference in performance.Board Change • Oct 25Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 5 highly experienced directors. MD & Director Varoonchai Leekanchanakorn was the last director to join the board, commencing their role in 2018. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.New Risk • Sep 14New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended December 2023. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-฿170m free cash flow). Shares are highly illiquid. Market cap is less than US$10m (฿135.9m market cap, or US$4.09m). Minor Risk Latest financial reports are more than 6 months old (reported December 2023 fiscal period end).Board Change • Aug 19Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 5 highly experienced directors. MD & Director Varoonchai Leekanchanakorn was the last director to join the board, commencing their role in 2018. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Feb 28Samchai Steel Industries Public Company Limited, Annual General Meeting, Apr 24, 2024Samchai Steel Industries Public Company Limited, Annual General Meeting, Apr 24, 2024, at 14:00 SE Asia Standard Time. Location: Ramada River Hotel, Ping-Wang, No. 2074, Charoen Krung Road, Bang Kho Laem District Bangkok Thailand Agenda: T consider and adopt the Minute of the Annual General Meeting of Shareholders year 2023 held on April 27, 2023; to consider acknowledge for the report of operating results for the year 2023; to consider and approve the Statements of Financial Position, Statement of Comprehensive Income and Report from the External Auditors for the year 2023 ended December 31, 2023; and to discuss other matters.Reported Earnings • Feb 28Full year 2023 earnings released: ฿0.088 loss per share (vs ฿0.15 loss in FY 2022)Full year 2023 results: ฿0.088 loss per share (improved from ฿0.15 loss in FY 2022). Revenue: ฿5.89b (up 28% from FY 2022). Net loss: ฿92.3m (loss narrowed 43% from FY 2022). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 64 percentage points per year, which is a significant difference in performance.Reported Earnings • Nov 14Third quarter 2023 earnings released: ฿0.036 loss per share (vs ฿0.009 loss in 3Q 2022)Third quarter 2023 results: ฿0.036 loss per share (further deteriorated from ฿0.009 loss in 3Q 2022). Revenue: ฿1.46b (up 24% from 3Q 2022). Net loss: ฿37.8m (loss widened 309% from 3Q 2022). Over the last 3 years on average, earnings per share has fallen by 50% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.Reported Earnings • Aug 16Second quarter 2023 earnings released: ฿0.009 loss per share (vs ฿0.039 profit in 2Q 2022)Second quarter 2023 results: ฿0.009 loss per share (down from ฿0.039 profit in 2Q 2022). Revenue: ฿1.42b (up 30% from 2Q 2022). Net loss: ฿9.79m (down 124% from profit in 2Q 2022). Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.お知らせ • Jul 14Samchai Steel Industries Public Company Limited Announces Clarification of the Progress of the Disclosure of Information on Civil CasesSamchai Steel Industry Public Company Limited clarified that it received a summons and a copy of the complaint filed by the Southern Bangkok Civil Court dated May 20, 2022 for the subpoena case. Black No. Por 2476/2563 by way of closing the warrant by Toyota Tsusho (Thailand) Co. Ltd. filed a civil lawsuit against the Company. Has passed the witness examination and the parties have agreed that they will come back to mediate later.Reported Earnings • May 19First quarter 2023 earnings released: EPS: ฿0.009 (vs ฿0.048 in 1Q 2022)First quarter 2023 results: EPS: ฿0.009 (down from ฿0.048 in 1Q 2022). Revenue: ฿1.51b (up 29% from 1Q 2022). Net income: ฿9.07m (down 82% from 1Q 2022). Profit margin: 0.6% (down from 4.2% in 1Q 2022). Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has only increased by 26% per year, which means it is significantly lagging earnings growth.Reported Earnings • Nov 19Third quarter 2022 earnings releasedThird quarter 2022 results: Revenue: ฿1.18b (up 3.7% from 3Q 2021). Net loss: ฿13.0m (down 136% from profit in 3Q 2021). Over the last 3 years on average, earnings per share has increased by 118% per year but the company’s share price has only increased by 28% per year, which means it is significantly lagging earnings growth.Board Change • Nov 16Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 5 highly experienced directors. MD & Director Varoonchai Leekanchanakorn was the last director to join the board, commencing their role in 2018. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Aug 19Second quarter 2022 earnings released: EPS: ฿0.039 (vs ฿0.067 in 2Q 2021)Second quarter 2022 results: EPS: ฿0.039 (down from ฿0.067 in 2Q 2021). Revenue: ฿1.09b (up 28% from 2Q 2021). Net income: ฿40.7m (down 42% from 2Q 2021). Profit margin: 3.7% (down from 8.2% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 104% per year but the company’s share price has only increased by 28% per year, which means it is significantly lagging earnings growth.Reported Earnings • May 19First quarter 2022 earnings released: EPS: ฿0.05 (vs ฿0.026 in 1Q 2021)First quarter 2022 results: EPS: ฿0.05 (up from ฿0.026 in 1Q 2021). Revenue: ฿1.17b (up 6.9% from 1Q 2021). Net income: ฿49.7m (up 81% from 1Q 2021). Profit margin: 4.2% (up from 2.5% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 95% per year but the company’s share price has only increased by 31% per year, which means it is significantly lagging earnings growth.Board Change • Apr 27Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 5 highly experienced directors. MD & Director Varoonchai Leekanchanakorn was the last director to join the board, commencing their role in 2018. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Feb 27Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: ฿0.15 (up from ฿0.061 loss in FY 2020). Revenue: ฿4.13b (up 21% from FY 2020). Net income: ฿161.1m (up ฿225.3m from FY 2020). Profit margin: 3.9% (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 increased by 76% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.Reported Earnings • Nov 15Third quarter 2021 earnings released: EPS ฿0.035 (vs ฿0.001 loss in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: ฿1.13b (up 46% from 3Q 2020). Net income: ฿36.2m (up ฿37.1m from 3Q 2020). Profit margin: 3.2% (up from net loss in 3Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has only increased by 26% per year, which means it is significantly lagging earnings growth.Reported Earnings • Aug 15Second quarter 2021 earnings released: EPS ฿0.067 (vs ฿0.012 loss in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: ฿854.5m (up 7.1% from 2Q 2020). Net income: ฿70.5m (up ฿83.3m from 2Q 2020). Profit margin: 8.2% (up from net loss in 2Q 2020). The move to profitability was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 22% per year whereas the company’s share price has increased by 20% per year.Reported Earnings • May 16First quarter 2021 earnings releasedThe company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: ฿1.09b (up 15% from 1Q 2020). Net income: ฿27.5m (up ฿47.3m from 1Q 2020). Profit margin: 2.5% (up from net loss in 1Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has increased by 26% per year, which means it is well ahead of earnings.Is New 90 Day High Low • Mar 11New 90-day high: ฿0.60The company is up 54% from its price of ฿0.39 on 09 December 2020. The Thai market is up 6.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is up 32% over the same period.Reported Earnings • Feb 26Full year 2020 earnings released: ฿0.061 loss per share (vs ฿0.18 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: ฿3.41b (down 7.3% from FY 2019). Net loss: ฿64.2m (loss narrowed 66% from FY 2019). Over the last 3 years on average, earnings per share has fallen by 23% per year whereas the company’s share price has fallen by 20% per year.Is New 90 Day High Low • Dec 08New 90-day high: ฿0.40The company is up 3.0% from its price of ฿0.39 on 09 September 2020. The Thai market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Metals and Mining industry, which is up 11% over the same period.Reported Earnings • Nov 14Third quarter 2020 earnings released: ฿0.001 loss per shareThe company reported a decent third quarter result with reduced losses and improved control over expenses, although revenues were weaker. Third quarter 2020 results: Revenue: ฿778.2m (down 19% from 3Q 2019). Net loss: ฿892.1k (loss narrowed 97% from 3Q 2019). Over the last 3 years on average, earnings per share has fallen by 26% per year whereas the company’s share price has fallen by 29% per year. 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、Samchai Steel Industries 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:SAM - 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9/30/20256,115-653657N/A6/30/20256,881-105117152N/A3/31/20257,074-85142184N/A12/31/20247,040-110-3226N/A9/30/20246,619-204-308-259N/A6/30/20245,896-177-190-156N/A3/31/20245,740-208-138-104N/A12/31/20235,886-92-170-110N/A9/30/20235,559-280165224N/A6/30/20235,278-2522379N/A3/31/20234,947-201-57-10N/A12/31/20224,607-161200208N/A9/30/20224,484108-53-46N/A6/30/20224,4431543340N/A3/31/20224,204183159166N/A12/31/20214,128161-49-46N/A9/30/20213,9641042834N/A6/30/20213,60766-34-27N/A3/31/20213,551-17-70N/A12/31/20203,410-641326N/A9/30/20203,288-1265973N/A6/30/20203,471-160-59N/A3/31/20203,591-163-20-2N/A12/31/20193,679-186-57-32N/A9/30/20193,855-1163356N/A6/30/20193,890-119N/A112N/A3/31/20193,655-129N/A149N/A12/31/20183,224-99N/A205N/A9/30/20183,032-88N/A73N/A6/30/20182,829-48N/A9N/A3/31/20182,688-49N/A8N/A12/31/20172,694-79N/A-63N/A9/30/20172,605-124N/A25N/A6/30/20172,415-141N/A89N/A3/31/20172,547-72N/A75N/A12/31/20162,92448N/A227N/A9/30/20163,23575N/A124N/A6/30/20163,53774N/A-3N/A3/31/20163,68154N/A111N/A12/31/20153,220-59N/A29N/A9/30/20152,812-46N/A133N/A6/30/20152,663-1N/A252N/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: SAM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: SAM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: SAM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: SAM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: SAM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: SAM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2026/05/22 02:47終値2026/03/02 00:00収益2025/09/30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Samchai Steel Industries 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 • Mar 31Samchai Steel Industries Public Company Limited, Annual General Meeting, Apr 30, 2026Samchai Steel Industries Public Company Limited, Annual General Meeting, Apr 30, 2026, at 14:00 SE Asia Standard Time. Location: physical meeting, ramada plaza by wyndham bangkok menam, nansindhu room, Thailand
Reported Earnings • Nov 15Third quarter 2025 earnings released: ฿0.23 loss per share (vs ฿0.042 loss in 3Q 2024)Third quarter 2025 results: ฿0.23 loss per share. Revenue: ฿1.41b (down 35% from 3Q 2024). Net loss: ฿24.2m (loss narrowed 45% from 3Q 2024).
Reported Earnings • Aug 16Second quarter 2025 earnings released: EPS: ฿0.001 (vs ฿0.017 in 2Q 2024)Second quarter 2025 results: EPS: ฿0.001 (down from ฿0.017 in 2Q 2024). Revenue: ฿1.39b (down 13% from 2Q 2024). Net income: ฿1.23m (down 93% from 2Q 2024). Profit margin: 0.1% (down from 1.1% in 2Q 2024). Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has fallen by 43% per year, which means it is performing significantly worse than earnings.
Board Change • May 24Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 5 highly experienced directors. MD & Director Varoonchai Leekanchanakorn was the last director to join the board, commencing their role in 2018. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Mar 18Samchai Steel Industries Public Company Limited, Annual General Meeting, Apr 24, 2025Samchai Steel Industries Public Company Limited, Annual General Meeting, Apr 24, 2025, at 14:00 SE Asia Standard Time. Location: ramada plaza riverside hotel, Thailand
Reported Earnings • Dec 19Third quarter 2024 earnings released: ฿0.042 loss per share (vs ฿0.036 loss in 3Q 2023)Third quarter 2024 results: ฿0.042 loss per share (further deteriorated from ฿0.036 loss in 3Q 2023). Revenue: ฿2.19b (up 50% from 3Q 2023). Net loss: ฿44.0m (loss widened 16% from 3Q 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 47 percentage points per year, which is a significant difference in performance.
Board Change • Dec 19Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 5 highly experienced directors. MD & Director Varoonchai Leekanchanakorn was the last director to join the board, commencing their role in 2018. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Oct 26Second quarter 2024 earnings released: EPS: ฿0.017 (vs ฿0.009 loss in 2Q 2023)Second quarter 2024 results: EPS: ฿0.017 (up from ฿0.009 loss in 2Q 2023). Revenue: ฿1.59b (up 11% from 2Q 2023). Net income: ฿17.2m (up ฿27.0m from 2Q 2023). Profit margin: 1.1% (up from net loss in 2Q 2023). 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 40 percentage points per year, which is a significant difference in performance.
Board Change • Oct 25Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 5 highly experienced directors. MD & Director Varoonchai Leekanchanakorn was the last director to join the board, commencing their role in 2018. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
New Risk • Sep 14New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended December 2023. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-฿170m free cash flow). Shares are highly illiquid. Market cap is less than US$10m (฿135.9m market cap, or US$4.09m). Minor Risk Latest financial reports are more than 6 months old (reported December 2023 fiscal period end).
Board Change • Aug 19Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 5 highly experienced directors. MD & Director Varoonchai Leekanchanakorn was the last director to join the board, commencing their role in 2018. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Feb 28Samchai Steel Industries Public Company Limited, Annual General Meeting, Apr 24, 2024Samchai Steel Industries Public Company Limited, Annual General Meeting, Apr 24, 2024, at 14:00 SE Asia Standard Time. Location: Ramada River Hotel, Ping-Wang, No. 2074, Charoen Krung Road, Bang Kho Laem District Bangkok Thailand Agenda: T consider and adopt the Minute of the Annual General Meeting of Shareholders year 2023 held on April 27, 2023; to consider acknowledge for the report of operating results for the year 2023; to consider and approve the Statements of Financial Position, Statement of Comprehensive Income and Report from the External Auditors for the year 2023 ended December 31, 2023; and to discuss other matters.
Reported Earnings • Feb 28Full year 2023 earnings released: ฿0.088 loss per share (vs ฿0.15 loss in FY 2022)Full year 2023 results: ฿0.088 loss per share (improved from ฿0.15 loss in FY 2022). Revenue: ฿5.89b (up 28% from FY 2022). Net loss: ฿92.3m (loss narrowed 43% from FY 2022). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 64 percentage points per year, which is a significant difference in performance.
Reported Earnings • Nov 14Third quarter 2023 earnings released: ฿0.036 loss per share (vs ฿0.009 loss in 3Q 2022)Third quarter 2023 results: ฿0.036 loss per share (further deteriorated from ฿0.009 loss in 3Q 2022). Revenue: ฿1.46b (up 24% from 3Q 2022). Net loss: ฿37.8m (loss widened 309% from 3Q 2022). Over the last 3 years on average, earnings per share has fallen by 50% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
Reported Earnings • Aug 16Second quarter 2023 earnings released: ฿0.009 loss per share (vs ฿0.039 profit in 2Q 2022)Second quarter 2023 results: ฿0.009 loss per share (down from ฿0.039 profit in 2Q 2022). Revenue: ฿1.42b (up 30% from 2Q 2022). Net loss: ฿9.79m (down 124% from profit in 2Q 2022). Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.
お知らせ • Jul 14Samchai Steel Industries Public Company Limited Announces Clarification of the Progress of the Disclosure of Information on Civil CasesSamchai Steel Industry Public Company Limited clarified that it received a summons and a copy of the complaint filed by the Southern Bangkok Civil Court dated May 20, 2022 for the subpoena case. Black No. Por 2476/2563 by way of closing the warrant by Toyota Tsusho (Thailand) Co. Ltd. filed a civil lawsuit against the Company. Has passed the witness examination and the parties have agreed that they will come back to mediate later.
Reported Earnings • May 19First quarter 2023 earnings released: EPS: ฿0.009 (vs ฿0.048 in 1Q 2022)First quarter 2023 results: EPS: ฿0.009 (down from ฿0.048 in 1Q 2022). Revenue: ฿1.51b (up 29% from 1Q 2022). Net income: ฿9.07m (down 82% from 1Q 2022). Profit margin: 0.6% (down from 4.2% in 1Q 2022). Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has only increased by 26% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Nov 19Third quarter 2022 earnings releasedThird quarter 2022 results: Revenue: ฿1.18b (up 3.7% from 3Q 2021). Net loss: ฿13.0m (down 136% from profit in 3Q 2021). Over the last 3 years on average, earnings per share has increased by 118% per year but the company’s share price has only increased by 28% per year, which means it is significantly lagging earnings growth.
Board Change • Nov 16Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 5 highly experienced directors. MD & Director Varoonchai Leekanchanakorn was the last director to join the board, commencing their role in 2018. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Aug 19Second quarter 2022 earnings released: EPS: ฿0.039 (vs ฿0.067 in 2Q 2021)Second quarter 2022 results: EPS: ฿0.039 (down from ฿0.067 in 2Q 2021). Revenue: ฿1.09b (up 28% from 2Q 2021). Net income: ฿40.7m (down 42% from 2Q 2021). Profit margin: 3.7% (down from 8.2% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 104% per year but the company’s share price has only increased by 28% per year, which means it is significantly lagging earnings growth.
Reported Earnings • May 19First quarter 2022 earnings released: EPS: ฿0.05 (vs ฿0.026 in 1Q 2021)First quarter 2022 results: EPS: ฿0.05 (up from ฿0.026 in 1Q 2021). Revenue: ฿1.17b (up 6.9% from 1Q 2021). Net income: ฿49.7m (up 81% from 1Q 2021). Profit margin: 4.2% (up from 2.5% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 95% per year but the company’s share price has only increased by 31% per year, which means it is significantly lagging earnings growth.
Board Change • Apr 27Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 5 highly experienced directors. MD & Director Varoonchai Leekanchanakorn was the last director to join the board, commencing their role in 2018. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Feb 27Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: ฿0.15 (up from ฿0.061 loss in FY 2020). Revenue: ฿4.13b (up 21% from FY 2020). Net income: ฿161.1m (up ฿225.3m from FY 2020). Profit margin: 3.9% (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 increased by 76% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Nov 15Third quarter 2021 earnings released: EPS ฿0.035 (vs ฿0.001 loss in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: ฿1.13b (up 46% from 3Q 2020). Net income: ฿36.2m (up ฿37.1m from 3Q 2020). Profit margin: 3.2% (up from net loss in 3Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has only increased by 26% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Aug 15Second quarter 2021 earnings released: EPS ฿0.067 (vs ฿0.012 loss in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: ฿854.5m (up 7.1% from 2Q 2020). Net income: ฿70.5m (up ฿83.3m from 2Q 2020). Profit margin: 8.2% (up from net loss in 2Q 2020). The move to profitability was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 22% per year whereas the company’s share price has increased by 20% per year.
Reported Earnings • May 16First quarter 2021 earnings releasedThe company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: ฿1.09b (up 15% from 1Q 2020). Net income: ฿27.5m (up ฿47.3m from 1Q 2020). Profit margin: 2.5% (up from net loss in 1Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has increased by 26% per year, which means it is well ahead of earnings.
Is New 90 Day High Low • Mar 11New 90-day high: ฿0.60The company is up 54% from its price of ฿0.39 on 09 December 2020. The Thai market is up 6.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is up 32% over the same period.
Reported Earnings • Feb 26Full year 2020 earnings released: ฿0.061 loss per share (vs ฿0.18 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: ฿3.41b (down 7.3% from FY 2019). Net loss: ฿64.2m (loss narrowed 66% from FY 2019). Over the last 3 years on average, earnings per share has fallen by 23% per year whereas the company’s share price has fallen by 20% per year.
Is New 90 Day High Low • Dec 08New 90-day high: ฿0.40The company is up 3.0% from its price of ฿0.39 on 09 September 2020. The Thai market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Metals and Mining industry, which is up 11% over the same period.
Reported Earnings • Nov 14Third quarter 2020 earnings released: ฿0.001 loss per shareThe company reported a decent third quarter result with reduced losses and improved control over expenses, although revenues were weaker. Third quarter 2020 results: Revenue: ฿778.2m (down 19% from 3Q 2019). Net loss: ฿892.1k (loss narrowed 97% from 3Q 2019). Over the last 3 years on average, earnings per share has fallen by 26% per year whereas the company’s share price has fallen by 29% per year.