View ValuationSouthern Concrete Pile 将来の成長Future 基準チェック /06現在、 Southern Concrete Pile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Basic Materials 収益成長18.9%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 updatesReported Earnings • May 19First quarter 2026 earnings released: EPS: ฿0.35 (vs ฿0.29 in 1Q 2025)First quarter 2026 results: EPS: ฿0.35 (up from ฿0.29 in 1Q 2025). Revenue: ฿660.7m (up 28% from 1Q 2025). Net income: ฿97.5m (up 19% from 1Q 2025). Profit margin: 15% (down from 16% in 1Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Mar 16Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ฿7.70, the stock trades at a trailing P/E ratio of 7.4x. Average trailing P/E is 12x in the Basic Materials industry in Thailand. Total returns to shareholders of 137% over the past three years.Reported Earnings • Mar 01Full year 2025 earnings released: EPS: ฿1.04 (vs ฿1.08 in FY 2024)Full year 2025 results: EPS: ฿1.04 (down from ฿1.08 in FY 2024). Revenue: ฿2.28b (up 2.8% from FY 2024). Net income: ฿292.6m (down 3.7% from FY 2024). Profit margin: 13% (in line with FY 2024). Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has only increased by 24% per year, which means it is significantly lagging earnings growth.Declared Dividend • Mar 01Dividend reduced to ฿1.00Dividend of ฿1.00 is 33% lower than last year. Ex-date: 12th March 2026 Payment date: 22nd May 2026 Dividend yield will be 11%, which is higher than the industry average of 3.3%. Sustainability & Growth Dividend is not covered by earnings (122% earnings payout ratio) nor is it covered by cash flows (140% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 36% to bring the payout ratio under control, which is more than the 7.3% EPS growth achieved over the last 5 years.お知らせ • Feb 28Southern Concrete Pile Public Company Limited announces Annual dividend, payable on May 22, 2026Southern Concrete Pile Public Company Limited announced Annual dividend of THB 1.0000 per share payable on May 22, 2026, ex-date on March 12, 2026 and record date on March 13, 2026.お知らせ • Feb 27Southern Concrete Pile Public Company Limited, Annual General Meeting, Apr 23, 2026Southern Concrete Pile Public Company Limited, Annual General Meeting, Apr 23, 2026, at 13:30 SE Asia Standard Time. Location: at ratchada ballroom (6 floor), sc, park hotel, 474 soi ramkhamhaeng 39 (thepleela 1), plubpla, wangthonglang, ThailandReported Earnings • Nov 16Third quarter 2025 earnings released: EPS: ฿0.34 (vs ฿0.34 in 3Q 2024)Third quarter 2025 results: EPS: ฿0.34 (up from ฿0.34 in 3Q 2024). Revenue: ฿617.7m (down 3.2% from 3Q 2024). Net income: ฿96.8m (up 1.5% from 3Q 2024). Profit margin: 16% (in line with 3Q 2024). Over the last 3 years on average, earnings per share has increased by 56% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.Reported Earnings • Aug 16Second quarter 2025 earnings released: EPS: ฿0.36 (vs ฿0.20 in 2Q 2024)Second quarter 2025 results: EPS: ฿0.36 (up from ฿0.20 in 2Q 2024). Revenue: ฿653.7m (up 41% from 2Q 2024). Net income: ฿101.9m (up 81% from 2Q 2024). Profit margin: 16% (up from 12% in 2Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 59% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.Reported Earnings • May 17First quarter 2025 earnings released: EPS: ฿0.29 (vs ฿0.30 in 1Q 2024)First quarter 2025 results: EPS: ฿0.29 (down from ฿0.30 in 1Q 2024). Revenue: ฿517.3m (down 10% from 1Q 2024). Net income: ฿81.9m (down 4.8% from 1Q 2024). Profit margin: 16% (in line with 1Q 2024). Over the last 3 years on average, earnings per share has increased by 60% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.お知らせ • Apr 26Southern Concrete Pile Public Company Limited Approves Dividend for 2024, Payable on May 23, 2025Southern Concrete Pile Public Company Limited at its AGM held on April 25, 2025, approved the dividend payment to the shareholders at the rate of THB 1.50 per share. Record date: March 11, 2025. Payment date: May 23, 2025.New Risk • Mar 10New 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 8.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 139% Cash payout ratio: 95% Earnings have declined by 1.5% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (8.9% average weekly change). Market cap is less than US$100m (฿1.74b market cap, or US$51.4m).Valuation Update With 7 Day Price Move • Mar 04Investor sentiment improves as stock rises 18%After last week's 18% share price gain to ฿8.25, the stock trades at a trailing P/E ratio of 7.7x. Average trailing P/E is 9x in the Basic Materials industry in Thailand. Total returns to shareholders of 59% over the past three years.Reported Earnings • Mar 03Full year 2024 earnings released: EPS: ฿1.08 (vs ฿0.52 in FY 2023)Full year 2024 results: EPS: ฿1.08 (up from ฿0.52 in FY 2023). Revenue: ฿2.22b (up 19% from FY 2023). Net income: ฿303.8m (up 107% from FY 2023). Profit margin: 14% (up from 7.9% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 57% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.Declared Dividend • Feb 27Dividend increased to ฿1.35Dividend of ฿1.35 is 286% higher than last year. Ex-date: 10th March 2025 Payment date: 23rd May 2025 Dividend yield will be 17%, which is higher than the industry average of 3.3%. Sustainability & Growth Dividend is well covered by both earnings (34% earnings payout ratio) and cash flows (23% cash payout ratio). The dividend has increased by an average of 1.6% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 7.1% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.お知らせ • Feb 26Southern Concrete Pile Public Company Limited Proposes Cash Dividend for the Year End December 31, 2024, Payable on 23 May, 2025Southern Concrete Pile Public Company Limited proposed cash dividend of THB 1.50 per share for the year end December 31, 2024. Record date for the right to receive dividends 11 March, 2025. Ex-dividend date is 10 March, 2025, Payment date 23 May, 2025.お知らせ • Feb 25Southern Concrete Pile Public Company Limited, Annual General Meeting, Apr 25, 2025Southern Concrete Pile Public Company Limited, Annual General Meeting, Apr 25, 2025, at 13:30 SE Asia Standard Time. Location: at ratchada ballroom (6 floor), sc park hotel, 474 soi ramkhamhaeng 39 (thepleela 1), plubpla, wangthonglang, bangkok 10310 ThailandReported Earnings • Aug 15Second quarter 2024 earnings released: EPS: ฿0.20 (vs ฿0.13 in 2Q 2023)Second quarter 2024 results: EPS: ฿0.20 (up from ฿0.13 in 2Q 2023). Revenue: ฿462.3m (flat on 2Q 2023). Net income: ฿56.5m (up 60% from 2Q 2023). Profit margin: 12% (up from 7.6% in 2Q 2023). Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.Reported Earnings • May 16First quarter 2024 earnings released: EPS: ฿0.30 (vs ฿0.071 in 1Q 2023)First quarter 2024 results: EPS: ฿0.30 (up from ฿0.071 in 1Q 2023). Revenue: ฿575.7m (up 47% from 1Q 2023). Net income: ฿86.0m (up 327% from 1Q 2023). Profit margin: 15% (up from 5.2% in 1Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 2% per year whereas the company’s share price has increased by 4% per year.お知らせ • Apr 27Southern Concrete Pile Public Company Limited Approves Dividend for the Year 2023, Payable on May 24, 2024Southern Concrete Pile Public Company Limited announced that at its Annual General Meeting of Shareholders held on April 26, 2024, approve the dividend payment to the shareholders at the rate of THB 0.35 per share with the total amount THB 98,805,000 or equivalent to 67.43% of the net profit. This will be processed to the shareholder on May 24, 2024, whose names are in the record as of March 14, 2024 (Record Date) to identify shareholders with right to receive the dividend.Upcoming Dividend • Mar 06Upcoming dividend of ฿0.35 per shareEligible shareholders must have bought the stock before 13 March 2024. Payment date: 24 May 2024. Payout ratio is a comfortable 40% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of Thai dividend payers (6.3%). Lower than average of industry peers (3.3%).Declared Dividend • Mar 02Dividend increased to ฿0.35Dividend of ฿0.35 is 133% higher than last year. Ex-date: 13th March 2024 Payment date: 24th May 2024 Dividend yield will be 5.8%, which is higher than the industry average of 3.3%. Sustainability & Growth Dividend is well covered by both earnings (40% earnings payout ratio) and cash flows (24% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to decline by 55% to shift the payout ratio to a potentially unsustainable range, which is more than the 18% EPS decline seen over the last 5 years.お知らせ • Mar 02Southern Concrete Pile Public Company Limited, Annual General Meeting, Apr 26, 2024Southern Concrete Pile Public Company Limited, Annual General Meeting, Apr 26, 2024, at 13:30 SE Asia Standard Time. Location: Ratchada Ballroom,SC Park Hotel, 474 Soi Ramkhamhaeng 39, Plubpla, Wangthonglang Bangkok Thailand Agenda: To consider and approve the minutes of AGM 2023 which was held on April 26, 2023; to consider and approve the company's financial statement for the year ended December 31, 2023; to consider and approve the dividend payment for the year 2023' to consider and approve the appointment of the auditor and to fix the audit fees for the year 2024; and to consider other matters of business.お知らせ • Mar 01Southern Concrete Pile Public Company Limited Approves Dividend, Payable on May 24, 2024Southern Concrete Pile Public Company Limited proposed dividend of THB 0.35 per share Record date for the right to receive dividends: 14-Mar-2024, Ex-dividend date: 13-Mar-2024 and Payment date: 24-May-2024.Reported Earnings • Nov 14Third quarter 2023 earnings released: EPS: ฿0.13 (vs ฿0.052 in 3Q 2022)Third quarter 2023 results: EPS: ฿0.13 (up from ฿0.052 in 3Q 2022). Revenue: ฿458.3m (up 11% from 3Q 2022). Net income: ฿38.1m (up 159% from 3Q 2022). Profit margin: 8.3% (up from 3.6% in 3Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 39% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.Reported Earnings • Aug 13Second quarter 2023 earnings released: EPS: ฿0.13 (vs ฿0.11 in 2Q 2022)Second quarter 2023 results: EPS: ฿0.13 (up from ฿0.11 in 2Q 2022). Revenue: ฿460.4m (flat on 2Q 2022). Net income: ฿35.2m (up 10% from 2Q 2022). Profit margin: 7.6% (up from 6.9% in 2Q 2022). Over the last 3 years on average, earnings per share has fallen by 46% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.Upcoming Dividend • Mar 02Upcoming dividend of ฿0.15 per share at 3.0% yieldEligible shareholders must have bought the stock before 09 March 2023. Payment date: 25 May 2023. Payout ratio is a comfortable 65% and this is well supported by cash flows. Trailing yield: 3.0%. Lower than top quartile of Thai dividend payers (5.7%). In line with average of industry peers (3.2%).Board Change • Nov 16Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was an independent director. The company's board is composed of: 1 new director. 2 experienced directors. 6 highly experienced directors. 4 independent directors (5 non-independent directors). Independent Director Somyos Kaewbangkerd was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Aug 15Second quarter 2022 earnings released: EPS: ฿0.11 (vs ฿0.084 in 2Q 2021)Second quarter 2022 results: EPS: ฿0.11 (up from ฿0.084 in 2Q 2021). Revenue: ฿463.1m (up 24% from 2Q 2021). Net income: ฿32.0m (up 30% from 2Q 2021). Profit margin: 6.9% (up from 6.5% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 35% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.Reported Earnings • May 16First quarter 2022 earnings: EPS and revenues miss analyst expectationsFirst quarter 2022 results: EPS: ฿0.07 (down from ฿0.14 in 1Q 2021). Revenue: ฿382.0m (down 18% from 1Q 2021). Net income: ฿20.1m (down 51% from 1Q 2021). Profit margin: 5.3% (down from 8.9% in 1Q 2021). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 1.7%. Earnings per share (EPS) also missed analyst estimates by 7.1%. Over the last 3 years on average, earnings per share has fallen by 31% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.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. 2 experienced directors. 6 highly experienced directors. 4 independent directors (5 non-independent directors). Independent Director Somyos Kaewbangkerd was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Upcoming Dividend • Mar 04Upcoming dividend of ฿0.15 per shareEligible shareholders must have bought the stock before 11 March 2022. Payment date: 27 May 2022. Payout ratio is on the higher end at 88%, however this is supported by cash flows. Trailing yield: 6.3%. Within top quartile of Thai dividend payers (5.2%). Higher than average of industry peers (5.3%).Reported Earnings • Nov 17Third quarter 2021 earnings released: EPS ฿0.085 (vs ฿0.20 in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: ฿376.3m (down 11% from 3Q 2020). Net income: ฿25.6m (down 56% from 3Q 2020). Profit margin: 6.8% (down from 14% in 3Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.Reported Earnings • May 16First quarter 2021 earnings released: EPS ฿0.14 (vs ฿0.22 in 1Q 2020)The company reported a poor first quarter result with weaker earnings, revenues and profit margins. First quarter 2021 results: Revenue: ฿463.7m (down 1.5% from 1Q 2020). Net income: ฿41.0m (down 37% from 1Q 2020). Profit margin: 8.9% (down from 14% in 1Q 2020). The decrease in margin was primarily driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 11% per year whereas the company’s share price has fallen by 7% per year.Reported Earnings • Feb 27Full year 2020 earnings released: EPS ฿0.73 (vs ฿0.81 in FY 2019)The company reported a poor full year result with weaker earnings and revenues, although profit margins were flat. Full year 2020 results: Revenue: ฿1.68b (down 14% from FY 2019). Net income: ฿215.6m (down 12% from FY 2019). Profit margin: 13% (in line with FY 2019). Over the last 3 years on average, earnings per share has fallen by 6% per year whereas the company’s share price has fallen by 10% per year.Is New 90 Day High Low • Dec 14New 90-day high: ฿6.30The company is up 4.0% from its price of ฿6.05 on 15 September 2020. The Thai market is up 17% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Basic Materials industry, which is up 12% over the same period.Reported Earnings • Nov 14Third quarter 2020 earnings released: EPS ฿0.20The company reported a soft third quarter result with weaker earnings and revenues, although profit margins were improved. Third quarter 2020 results: Revenue: ฿423.1m (down 13% from 3Q 2019). Net income: ฿58.3m (down 2.5% from 3Q 2019). Profit margin: 14% (up from 12% in 3Q 2019). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has fallen by 13% per year, which means it is performing significantly worse than earnings.Is New 90 Day High Low • Oct 19New 90-day low: ฿5.80The company is down 1.0% from its price of ฿5.85 on 21 July 2020. The Thai market is down 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Basic Materials industry, which is down 16% over the same period. 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、Southern Concrete Pile 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:SCP - 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3/31/20262,425308279330N/A12/31/20252,282293301361N/A9/30/20252,333347351430N/A6/30/20252,354345458522N/A3/31/20252,162300448517N/A12/31/20242,221304446513N/A9/30/20242,225291421464N/A6/30/20242,046234204250N/A3/31/20242,044212228269N/A12/31/20231,859147213245N/A9/30/20231,674105178207N/A6/30/20231,62881207228N/A3/31/20231,63178102143N/A12/31/20221,6227895139N/A9/30/20221,6106668114N/A6/30/20221,5747769118N/A3/31/20221,486696790N/A12/31/20211,567907398N/A9/30/20211,607125163190N/A6/30/20211,653158139224N/A3/31/20211,669191180273N/A12/31/20201,677216196282N/A9/30/20201,756237161249N/A6/30/20201,820239250283N/A3/31/20201,933239277320N/A12/31/20191,960244N/A360N/A9/30/20191,979219N/A410N/A6/30/20192,063254N/A357N/A3/31/20192,104282N/A284N/A12/31/20182,065287N/A286N/A9/30/20182,007305N/A216N/A6/30/20181,891293N/A289N/A3/31/20181,714260N/A243N/A12/31/20171,614233N/A209N/A9/30/20171,608251N/A246N/A6/30/20171,554238N/A191N/A3/31/20171,564237N/A244N/A12/31/20161,618267N/A281N/A9/30/20161,602258N/A257N/A6/30/20161,635259N/A272N/A3/31/20161,656273N/A294N/A12/31/20151,749293N/A314N/A9/30/20151,720291N/A283N/A6/30/20151,670303N/A259N/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: SCP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: SCP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: SCP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: SCP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: SCP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: SCP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2026/05/28 15:11終値2026/05/28 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Southern Concrete Pile Public Company Limited 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。1 アナリスト機関Danai TunyaphisitchaiPhillip Securities (Thailand) PCL
Reported Earnings • May 19First quarter 2026 earnings released: EPS: ฿0.35 (vs ฿0.29 in 1Q 2025)First quarter 2026 results: EPS: ฿0.35 (up from ฿0.29 in 1Q 2025). Revenue: ฿660.7m (up 28% from 1Q 2025). Net income: ฿97.5m (up 19% from 1Q 2025). Profit margin: 15% (down from 16% in 1Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Mar 16Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ฿7.70, the stock trades at a trailing P/E ratio of 7.4x. Average trailing P/E is 12x in the Basic Materials industry in Thailand. Total returns to shareholders of 137% over the past three years.
Reported Earnings • Mar 01Full year 2025 earnings released: EPS: ฿1.04 (vs ฿1.08 in FY 2024)Full year 2025 results: EPS: ฿1.04 (down from ฿1.08 in FY 2024). Revenue: ฿2.28b (up 2.8% from FY 2024). Net income: ฿292.6m (down 3.7% from FY 2024). Profit margin: 13% (in line with FY 2024). Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has only increased by 24% per year, which means it is significantly lagging earnings growth.
Declared Dividend • Mar 01Dividend reduced to ฿1.00Dividend of ฿1.00 is 33% lower than last year. Ex-date: 12th March 2026 Payment date: 22nd May 2026 Dividend yield will be 11%, which is higher than the industry average of 3.3%. Sustainability & Growth Dividend is not covered by earnings (122% earnings payout ratio) nor is it covered by cash flows (140% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 36% to bring the payout ratio under control, which is more than the 7.3% EPS growth achieved over the last 5 years.
お知らせ • Feb 28Southern Concrete Pile Public Company Limited announces Annual dividend, payable on May 22, 2026Southern Concrete Pile Public Company Limited announced Annual dividend of THB 1.0000 per share payable on May 22, 2026, ex-date on March 12, 2026 and record date on March 13, 2026.
お知らせ • Feb 27Southern Concrete Pile Public Company Limited, Annual General Meeting, Apr 23, 2026Southern Concrete Pile Public Company Limited, Annual General Meeting, Apr 23, 2026, at 13:30 SE Asia Standard Time. Location: at ratchada ballroom (6 floor), sc, park hotel, 474 soi ramkhamhaeng 39 (thepleela 1), plubpla, wangthonglang, Thailand
Reported Earnings • Nov 16Third quarter 2025 earnings released: EPS: ฿0.34 (vs ฿0.34 in 3Q 2024)Third quarter 2025 results: EPS: ฿0.34 (up from ฿0.34 in 3Q 2024). Revenue: ฿617.7m (down 3.2% from 3Q 2024). Net income: ฿96.8m (up 1.5% from 3Q 2024). Profit margin: 16% (in line with 3Q 2024). Over the last 3 years on average, earnings per share has increased by 56% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Aug 16Second quarter 2025 earnings released: EPS: ฿0.36 (vs ฿0.20 in 2Q 2024)Second quarter 2025 results: EPS: ฿0.36 (up from ฿0.20 in 2Q 2024). Revenue: ฿653.7m (up 41% from 2Q 2024). Net income: ฿101.9m (up 81% from 2Q 2024). Profit margin: 16% (up from 12% in 2Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 59% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
Reported Earnings • May 17First quarter 2025 earnings released: EPS: ฿0.29 (vs ฿0.30 in 1Q 2024)First quarter 2025 results: EPS: ฿0.29 (down from ฿0.30 in 1Q 2024). Revenue: ฿517.3m (down 10% from 1Q 2024). Net income: ฿81.9m (down 4.8% from 1Q 2024). Profit margin: 16% (in line with 1Q 2024). Over the last 3 years on average, earnings per share has increased by 60% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
お知らせ • Apr 26Southern Concrete Pile Public Company Limited Approves Dividend for 2024, Payable on May 23, 2025Southern Concrete Pile Public Company Limited at its AGM held on April 25, 2025, approved the dividend payment to the shareholders at the rate of THB 1.50 per share. Record date: March 11, 2025. Payment date: May 23, 2025.
New Risk • Mar 10New 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 8.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 139% Cash payout ratio: 95% Earnings have declined by 1.5% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (8.9% average weekly change). Market cap is less than US$100m (฿1.74b market cap, or US$51.4m).
Valuation Update With 7 Day Price Move • Mar 04Investor sentiment improves as stock rises 18%After last week's 18% share price gain to ฿8.25, the stock trades at a trailing P/E ratio of 7.7x. Average trailing P/E is 9x in the Basic Materials industry in Thailand. Total returns to shareholders of 59% over the past three years.
Reported Earnings • Mar 03Full year 2024 earnings released: EPS: ฿1.08 (vs ฿0.52 in FY 2023)Full year 2024 results: EPS: ฿1.08 (up from ฿0.52 in FY 2023). Revenue: ฿2.22b (up 19% from FY 2023). Net income: ฿303.8m (up 107% from FY 2023). Profit margin: 14% (up from 7.9% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 57% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
Declared Dividend • Feb 27Dividend increased to ฿1.35Dividend of ฿1.35 is 286% higher than last year. Ex-date: 10th March 2025 Payment date: 23rd May 2025 Dividend yield will be 17%, which is higher than the industry average of 3.3%. Sustainability & Growth Dividend is well covered by both earnings (34% earnings payout ratio) and cash flows (23% cash payout ratio). The dividend has increased by an average of 1.6% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 7.1% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
お知らせ • Feb 26Southern Concrete Pile Public Company Limited Proposes Cash Dividend for the Year End December 31, 2024, Payable on 23 May, 2025Southern Concrete Pile Public Company Limited proposed cash dividend of THB 1.50 per share for the year end December 31, 2024. Record date for the right to receive dividends 11 March, 2025. Ex-dividend date is 10 March, 2025, Payment date 23 May, 2025.
お知らせ • Feb 25Southern Concrete Pile Public Company Limited, Annual General Meeting, Apr 25, 2025Southern Concrete Pile Public Company Limited, Annual General Meeting, Apr 25, 2025, at 13:30 SE Asia Standard Time. Location: at ratchada ballroom (6 floor), sc park hotel, 474 soi ramkhamhaeng 39 (thepleela 1), plubpla, wangthonglang, bangkok 10310 Thailand
Reported Earnings • Aug 15Second quarter 2024 earnings released: EPS: ฿0.20 (vs ฿0.13 in 2Q 2023)Second quarter 2024 results: EPS: ฿0.20 (up from ฿0.13 in 2Q 2023). Revenue: ฿462.3m (flat on 2Q 2023). Net income: ฿56.5m (up 60% from 2Q 2023). Profit margin: 12% (up from 7.6% in 2Q 2023). Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
Reported Earnings • May 16First quarter 2024 earnings released: EPS: ฿0.30 (vs ฿0.071 in 1Q 2023)First quarter 2024 results: EPS: ฿0.30 (up from ฿0.071 in 1Q 2023). Revenue: ฿575.7m (up 47% from 1Q 2023). Net income: ฿86.0m (up 327% from 1Q 2023). Profit margin: 15% (up from 5.2% in 1Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 2% per year whereas the company’s share price has increased by 4% per year.
お知らせ • Apr 27Southern Concrete Pile Public Company Limited Approves Dividend for the Year 2023, Payable on May 24, 2024Southern Concrete Pile Public Company Limited announced that at its Annual General Meeting of Shareholders held on April 26, 2024, approve the dividend payment to the shareholders at the rate of THB 0.35 per share with the total amount THB 98,805,000 or equivalent to 67.43% of the net profit. This will be processed to the shareholder on May 24, 2024, whose names are in the record as of March 14, 2024 (Record Date) to identify shareholders with right to receive the dividend.
Upcoming Dividend • Mar 06Upcoming dividend of ฿0.35 per shareEligible shareholders must have bought the stock before 13 March 2024. Payment date: 24 May 2024. Payout ratio is a comfortable 40% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of Thai dividend payers (6.3%). Lower than average of industry peers (3.3%).
Declared Dividend • Mar 02Dividend increased to ฿0.35Dividend of ฿0.35 is 133% higher than last year. Ex-date: 13th March 2024 Payment date: 24th May 2024 Dividend yield will be 5.8%, which is higher than the industry average of 3.3%. Sustainability & Growth Dividend is well covered by both earnings (40% earnings payout ratio) and cash flows (24% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to decline by 55% to shift the payout ratio to a potentially unsustainable range, which is more than the 18% EPS decline seen over the last 5 years.
お知らせ • Mar 02Southern Concrete Pile Public Company Limited, Annual General Meeting, Apr 26, 2024Southern Concrete Pile Public Company Limited, Annual General Meeting, Apr 26, 2024, at 13:30 SE Asia Standard Time. Location: Ratchada Ballroom,SC Park Hotel, 474 Soi Ramkhamhaeng 39, Plubpla, Wangthonglang Bangkok Thailand Agenda: To consider and approve the minutes of AGM 2023 which was held on April 26, 2023; to consider and approve the company's financial statement for the year ended December 31, 2023; to consider and approve the dividend payment for the year 2023' to consider and approve the appointment of the auditor and to fix the audit fees for the year 2024; and to consider other matters of business.
お知らせ • Mar 01Southern Concrete Pile Public Company Limited Approves Dividend, Payable on May 24, 2024Southern Concrete Pile Public Company Limited proposed dividend of THB 0.35 per share Record date for the right to receive dividends: 14-Mar-2024, Ex-dividend date: 13-Mar-2024 and Payment date: 24-May-2024.
Reported Earnings • Nov 14Third quarter 2023 earnings released: EPS: ฿0.13 (vs ฿0.052 in 3Q 2022)Third quarter 2023 results: EPS: ฿0.13 (up from ฿0.052 in 3Q 2022). Revenue: ฿458.3m (up 11% from 3Q 2022). Net income: ฿38.1m (up 159% from 3Q 2022). Profit margin: 8.3% (up from 3.6% in 3Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 39% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.
Reported Earnings • Aug 13Second quarter 2023 earnings released: EPS: ฿0.13 (vs ฿0.11 in 2Q 2022)Second quarter 2023 results: EPS: ฿0.13 (up from ฿0.11 in 2Q 2022). Revenue: ฿460.4m (flat on 2Q 2022). Net income: ฿35.2m (up 10% from 2Q 2022). Profit margin: 7.6% (up from 6.9% in 2Q 2022). Over the last 3 years on average, earnings per share has fallen by 46% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.
Upcoming Dividend • Mar 02Upcoming dividend of ฿0.15 per share at 3.0% yieldEligible shareholders must have bought the stock before 09 March 2023. Payment date: 25 May 2023. Payout ratio is a comfortable 65% and this is well supported by cash flows. Trailing yield: 3.0%. Lower than top quartile of Thai dividend payers (5.7%). In line with average of industry peers (3.2%).
Board Change • Nov 16Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was an independent director. The company's board is composed of: 1 new director. 2 experienced directors. 6 highly experienced directors. 4 independent directors (5 non-independent directors). Independent Director Somyos Kaewbangkerd was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Aug 15Second quarter 2022 earnings released: EPS: ฿0.11 (vs ฿0.084 in 2Q 2021)Second quarter 2022 results: EPS: ฿0.11 (up from ฿0.084 in 2Q 2021). Revenue: ฿463.1m (up 24% from 2Q 2021). Net income: ฿32.0m (up 30% from 2Q 2021). Profit margin: 6.9% (up from 6.5% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 35% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.
Reported Earnings • May 16First quarter 2022 earnings: EPS and revenues miss analyst expectationsFirst quarter 2022 results: EPS: ฿0.07 (down from ฿0.14 in 1Q 2021). Revenue: ฿382.0m (down 18% from 1Q 2021). Net income: ฿20.1m (down 51% from 1Q 2021). Profit margin: 5.3% (down from 8.9% in 1Q 2021). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 1.7%. Earnings per share (EPS) also missed analyst estimates by 7.1%. Over the last 3 years on average, earnings per share has fallen by 31% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.
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. 2 experienced directors. 6 highly experienced directors. 4 independent directors (5 non-independent directors). Independent Director Somyos Kaewbangkerd was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Upcoming Dividend • Mar 04Upcoming dividend of ฿0.15 per shareEligible shareholders must have bought the stock before 11 March 2022. Payment date: 27 May 2022. Payout ratio is on the higher end at 88%, however this is supported by cash flows. Trailing yield: 6.3%. Within top quartile of Thai dividend payers (5.2%). Higher than average of industry peers (5.3%).
Reported Earnings • Nov 17Third quarter 2021 earnings released: EPS ฿0.085 (vs ฿0.20 in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: ฿376.3m (down 11% from 3Q 2020). Net income: ฿25.6m (down 56% from 3Q 2020). Profit margin: 6.8% (down from 14% in 3Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.
Reported Earnings • May 16First quarter 2021 earnings released: EPS ฿0.14 (vs ฿0.22 in 1Q 2020)The company reported a poor first quarter result with weaker earnings, revenues and profit margins. First quarter 2021 results: Revenue: ฿463.7m (down 1.5% from 1Q 2020). Net income: ฿41.0m (down 37% from 1Q 2020). Profit margin: 8.9% (down from 14% in 1Q 2020). The decrease in margin was primarily driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 11% per year whereas the company’s share price has fallen by 7% per year.
Reported Earnings • Feb 27Full year 2020 earnings released: EPS ฿0.73 (vs ฿0.81 in FY 2019)The company reported a poor full year result with weaker earnings and revenues, although profit margins were flat. Full year 2020 results: Revenue: ฿1.68b (down 14% from FY 2019). Net income: ฿215.6m (down 12% from FY 2019). Profit margin: 13% (in line with FY 2019). Over the last 3 years on average, earnings per share has fallen by 6% per year whereas the company’s share price has fallen by 10% per year.
Is New 90 Day High Low • Dec 14New 90-day high: ฿6.30The company is up 4.0% from its price of ฿6.05 on 15 September 2020. The Thai market is up 17% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Basic Materials industry, which is up 12% over the same period.
Reported Earnings • Nov 14Third quarter 2020 earnings released: EPS ฿0.20The company reported a soft third quarter result with weaker earnings and revenues, although profit margins were improved. Third quarter 2020 results: Revenue: ฿423.1m (down 13% from 3Q 2019). Net income: ฿58.3m (down 2.5% from 3Q 2019). Profit margin: 14% (up from 12% in 3Q 2019). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has fallen by 13% per year, which means it is performing significantly worse than earnings.
Is New 90 Day High Low • Oct 19New 90-day low: ฿5.80The company is down 1.0% from its price of ฿5.85 on 21 July 2020. The Thai market is down 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Basic Materials industry, which is down 16% over the same period.