View ValuationSahamitr Pressure Container 将来の成長Future 基準チェック /06現在、 Sahamitr Pressure Container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Packaging 収益成長24.0%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Major Estimate Revision • Feb 20Consensus revenue estimates fall by 20%The consensus outlook for revenues in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from ฿6.13b to ฿4.91b. EPS estimate fell from ฿1.53 to ฿1.08 per share. Net income forecast to shrink 34% next year vs 7.5% decline forecast for Packaging industry in Thailand. Consensus price target down from ฿15.60 to ฿11.00. Share price fell 7.6% to ฿12.10 over the past week.Price Target Changed • Feb 16Price target decreased by 29% to ฿11.00Down from ฿15.60, the current price target is provided by 1 analyst. New target price is 7.6% below last closing price of ฿11.90. Stock is down 12% over the past year. The company is forecast to post earnings per share of ฿1.68 for next year compared to ฿1.36 last year.Price Target Changed • Nov 03Price target decreased to ฿16.10Down from ฿18.50, the current price target is provided by 1 analyst. New target price is 8.8% above last closing price of ฿14.80. Stock is up 29% over the past year. The company is forecast to post earnings per share of ฿1.70 for next year compared to ฿1.36 last year.Major Estimate Revision • Jun 24Consensus revenue estimates increase by 16%The consensus outlook for revenues in 2022 has improved. 2022 revenue forecast increased from ฿5.34b to ฿6.21b. EPS estimate increased from ฿1.40 to ฿1.87 per share. Net income forecast to grow 9.4% next year vs 13% growth forecast for Packaging industry in Thailand. Consensus price target up from ฿17.30 to ฿18.50. Share price rose 7.7% to ฿15.40 over the past week.Price Target Changed • May 15Price target increased to ฿17.30Up from ฿15.60, the current price target is provided by 1 analyst. New target price is 16% above last closing price of ฿14.90. Stock is up 41% over the past year. The company is forecast to post earnings per share of ฿1.40 for next year compared to ฿1.36 last year.Price Target Changed • Aug 13Price target increased to ฿15.60Up from ฿12.30, the current price target is provided by 1 analyst. New target price is 41% above last closing price of ฿11.10. Stock is down 16% over the past year.すべての更新を表示Recent updatesReported Earnings • May 17First quarter 2026 earnings released: EPS: ฿0.31 (vs ฿0.27 in 1Q 2025)First quarter 2026 results: EPS: ฿0.31 (up from ฿0.27 in 1Q 2025). Revenue: ฿1.05b (up 2.6% from 1Q 2025). Net income: ฿171.2m (up 18% from 1Q 2025). Profit margin: 16% (up from 14% in 1Q 2025). Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.Upcoming Dividend • Mar 31Upcoming dividend of ฿0.30 per shareEligible shareholders must have bought the stock before 07 April 2026. Payment date: 30 April 2026. Payout ratio is a comfortable 62% and this is well supported by cash flows. Trailing yield: 7.6%. Within top quartile of Thai dividend payers (7.5%). Higher than average of industry peers (4.1%).Declared Dividend • Feb 15Final dividend increased to ฿0.30Dividend of ฿0.30 is 11% higher than last year. Ex-date: 7th April 2026 Payment date: 30th April 2026 Dividend yield will be 7.7%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is covered by both earnings (57% earnings payout ratio) and cash flows (38% cash payout ratio). The dividend has increased by an average of 4.3% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has remained steady over the last 5 years. Unless this trend deteriorates, it should provide adequate earnings cover for the dividend.Reported Earnings • Feb 15Full year 2025 earnings released: EPS: ฿1.12 (vs ฿1.12 in FY 2024)Full year 2025 results: EPS: ฿1.12 (up from ฿1.12 in FY 2024). Revenue: ฿3.87b (down 15% from FY 2024). Net income: ฿600.2m (flat on FY 2024). Profit margin: 16% (up from 13% in FY 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.お知らせ • Feb 14+ 1 more updateSahamitr Pressure Container Public Company Limited Proposes Cash Dividend for the Operating Period from 01 July 2025 to 31 December 2025, Payable on 30 April 2026Sahamitr Pressure Container Public Company Limited at its Annual General Meeting of Shareholders to be held on 31 March 2026, proposed cash dividend of THB 0.30 per share for the operating period from 01 July 2025 to 31 December 2025, payable on 30 April 2026. Ex-dividend date is 07 April 2026. Record date for the right to receive dividends is 08 April 2026.Reported Earnings • Nov 11Third quarter 2025 earnings released: EPS: ฿0.24 (vs ฿0.19 in 3Q 2024)Third quarter 2025 results: EPS: ฿0.24 (up from ฿0.19 in 3Q 2024). Revenue: ฿857.6m (down 27% from 3Q 2024). Net income: ฿127.7m (up 27% from 3Q 2024). Profit margin: 15% (up from 8.6% in 3Q 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 9% per year whereas the company’s share price has fallen by 14% per year.Declared Dividend • Aug 09First half dividend of ฿0.40 announcedShareholders will receive a dividend of ฿0.40. Ex-date: 20th August 2025 Payment date: 5th September 2025 Dividend yield will be 7.3%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is covered by both earnings (60% earnings payout ratio) and cash flows (39% cash payout ratio). The dividend has increased by an average of 18% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 3.8% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Reported Earnings • Aug 08Second quarter 2025 earnings released: EPS: ฿0.39 (vs ฿0.37 in 2Q 2024)Second quarter 2025 results: EPS: ฿0.39 (up from ฿0.37 in 2Q 2024). Revenue: ฿1.16b (up 2.0% from 2Q 2024). Net income: ฿207.6m (up 5.2% from 2Q 2024). Profit margin: 18% (in line with 2Q 2024). Over the last 3 years on average, earnings per share has fallen by 18% per year whereas the company’s share price has fallen by 16% per year.Reported Earnings • May 17First quarter 2025 earnings released: EPS: ฿0.27 (vs ฿0.29 in 1Q 2024)First quarter 2025 results: EPS: ฿0.27 (down from ฿0.29 in 1Q 2024). Revenue: ฿1.03b (down 10% from 1Q 2024). Net income: ฿145.4m (down 5.7% from 1Q 2024). Profit margin: 14% (in line with 1Q 2024). Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has only fallen by 17% per year, which means it has not declined as severely as earnings.お知らせ • Apr 01Sahamitr Pressure Container Public Company Limited Approves Cash Dividend for Second Half of 01 July 2024 to 31 December 2024, Payable on 30 April 2025Sahamitr Pressure Container Public Company Limited at its AGM held on March 31, 2025, y approved the dividend payment from the net profit of 2024 as a cash dividend of THB 0.67 per share, in which the interim dividend payment for the first half of the fiscal year 2024 (January 1 - June 30) had been paid amounting of THB 0.40 per share with a par value of THB 1.00 on September 6, 2024. The remaining dividend for the second half of fiscal year 2024 (July 1 - December 31) of THB 0.27 per share with a par value of THB 1.00, totaling not exceeding THB 144,586,710. This dividend payment is in accordance with the Company's policy. The record date for the names of shareholders who have rights to receive dividends is scheduled to be on April 8, 2025 and dividends will be paid on April 30, 2025.Upcoming Dividend • Mar 28Upcoming dividend of ฿0.27 per shareEligible shareholders must have bought the stock before 04 April 2025. Payment date: 30 April 2025. Payout ratio is a comfortable 60% and the cash payout ratio is 77%. Trailing yield: 7.4%. Lower than top quartile of Thai dividend payers (7.6%). Higher than average of industry peers (4.7%).Declared Dividend • Feb 16Final dividend increased to ฿0.27Dividend of ฿0.27 is 29% higher than last year. Ex-date: 4th April 2025 Payment date: 30th April 2025 Dividend yield will be 7.4%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is covered by both earnings (59% earnings payout ratio) and cash flows (70% cash payout ratio). The dividend has increased by an average of 16% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 9.8% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Reported Earnings • Feb 15Full year 2024 earnings released: EPS: ฿1.12 (vs ฿0.69 in FY 2023)Full year 2024 results: EPS: ฿1.12 (up from ฿0.69 in FY 2023). Revenue: ฿4.58b (up 20% from FY 2023). Net income: ฿597.6m (up 61% from FY 2023). Profit margin: 13% (up from 9.7% in FY 2023). The increase in margin 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 only fallen by 12% per year, which means it has not declined as severely as earnings.お知らせ • Feb 15+ 1 more updateSahamitr Pressure Container Public Company Limited Recommends Cash Dividend for Second Half of 01 July 2024 to 31 December 2024, Payable on 30 April 2025Sahamitr Pressure Container Public Company Limited at the boar meeting held on February 14, 2025, recommended cash dividend payment of THB 0.27 per share for second half of 01 July 2024 to 31 December 2024, subject to the 2025 Annual General Meeting of Shareholders' approval on March 31, 2025. The dividend will be payable on 30 April 2025, Record date for the right to receive 08 April 2025, Ex-dividend date: 4 April 2025.Reported Earnings • Nov 12Third quarter 2024 earnings released: EPS: ฿0.19 (vs ฿0.16 in 3Q 2023)Third quarter 2024 results: EPS: ฿0.19 (up from ฿0.16 in 3Q 2023). Revenue: ฿1.17b (up 40% from 3Q 2023). Net income: ฿100.2m (up 19% from 3Q 2023). Profit margin: 8.6% (down from 10% 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 but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.Declared Dividend • Aug 10First half dividend of ฿0.40 announcedShareholders will receive a dividend of ฿0.40. Ex-date: 21st August 2024 Payment date: 6th September 2024 Dividend yield will be 6.4%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is covered by earnings (42% earnings payout ratio) but not adequately covered by cash flows (92% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 2.2% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Buy Or Sell Opportunity • Aug 09Now 22% overvaluedOver the last 90 days, the stock has fallen 4.5% to ฿9.50. The fair value is estimated to be ฿7.77, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 4.8% over the last 3 years. Earnings per share has declined by 17%.Reported Earnings • Aug 09Second quarter 2024 earnings released: EPS: ฿0.37 (vs ฿0.25 in 2Q 2023)Second quarter 2024 results: EPS: ฿0.37 (up from ฿0.25 in 2Q 2023). Revenue: ฿1.14b (flat on 2Q 2023). Net income: ฿197.4m (up 46% from 2Q 2023). Profit margin: 17% (up from 12% in 2Q 2023). Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.Reported Earnings • May 10First quarter 2024 earnings released: EPS: ฿0.29 (vs ฿0.09 in 1Q 2023)First quarter 2024 results: EPS: ฿0.29 (up from ฿0.09 in 1Q 2023). Revenue: ฿1.14b (up 40% from 1Q 2023). Net income: ฿154.3m (up 222% from 1Q 2023). Profit margin: 14% (up from 5.9% in 1Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 13% 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.Upcoming Dividend • Mar 28Upcoming dividend of ฿0.21 per shareEligible shareholders must have bought the stock before 04 April 2024. Payment date: 26 April 2024. Payout ratio is a comfortable 61% and this is well supported by cash flows. Trailing yield: 4.8%. Lower than top quartile of Thai dividend payers (5.8%). Higher than average of industry peers (2.8%).Declared Dividend • Feb 16Final dividend reduced to ฿0.21Dividend of ฿0.21 is 48% lower than last year. Ex-date: 4th April 2024 Payment date: 26th April 2024 Dividend yield will be 4.6%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is covered by both earnings (87% earnings payout ratio) and cash flows (38% cash payout ratio). The dividend has increased by an average of 16% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 3.1% to shift the payout ratio to a potentially unsustainable range, which is less than the 7.9% EPS decline seen over the last 5 years.お知らせ • Feb 15Sahamitr Pressure Container Public Company Limited, Annual General Meeting, Mar 29, 2024Sahamitr Pressure Container Public Company Limited, Annual General Meeting, Mar 29, 2024, at 10:00 SE Asia Standard Time. Location: Bangkhuntien-Chaitalay Road, Samaedam, Bangkhuntien, Bangkok 10150 Bangkok Thailand Agenda: To approve Issues to be informed from Chairman; to certify the minutes of 2023 Annual General Meeting of Shareholders, held on March 31, 2023; The Board of Directors report on the Company's performance of 2023; to approve the Company's Audited Financial Statements for the year ended December 31, 2023; to consider and approve the Dividend Payment from the net profit of 2023; to elect directors to replace the existing directors who retired by rotation; to consider and approve the director remunerations for the year 2024;to appoint the auditors and approve the remuneration for the year 2024;to approve the amendment of the Company's Articles of Association.Reported Earnings • Feb 15Full year 2023 earnings released: EPS: ฿0.69 (vs ฿1.55 in FY 2022)Full year 2023 results: EPS: ฿0.69 (down from ฿1.55 in FY 2022). Revenue: ฿3.81b (down 27% from FY 2022). Net income: ฿371.2m (down 55% from FY 2022). Profit margin: 9.7% (down from 16% in FY 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 9% per year whereas the company’s share price has fallen by 5% per year.お知らせ • Feb 15Sahamitr Pressure Container Public Company Limited Proposes Cash Dividend for the Second Half Ended December 31, 2023, Payable on April 26, 2024Sahamitr Pressure Container Public Company Limited at its board meeting held on February 14, 2024, approved to propose at Annual General Meeting of Shareholders to be held on March 29, 2024, cash dividend for the second half of fiscal year 2023 (July 1, 2023 to December 31, 2023) of THB 0.21 per share with a par value of THB 1.00, totaling not exceeding THB 112,456,330 Provided that dividend shall be subject to withholding tax at the rate 20% required by laws. The record date for the names of shareholders who have rights to receive dividends is scheduled to be on April 5, 2024. The cash dividend payment shall be made on April 26, 2024, subject to the 2024 Annual General Meeting of Shareholders' approval.Reported Earnings • Nov 11Third quarter 2023 earnings released: EPS: ฿0.16 (vs ฿0.36 in 3Q 2022)Third quarter 2023 results: EPS: ฿0.16 (down from ฿0.36 in 3Q 2022). Revenue: ฿831.1m (down 40% from 3Q 2022). Net income: ฿84.4m (down 56% from 3Q 2022). Profit margin: 10% (down from 14% in 3Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has remained flat and the company’s share price has also remained flat.Upcoming Dividend • Aug 16Upcoming dividend of ฿0.21 per share at 9.4% yieldEligible shareholders must have bought the stock before 23 August 2023. Payment date: 08 September 2023. Payout ratio is a comfortable 68% and this is well supported by cash flows. Trailing yield: 9.4%. Within top quartile of Thai dividend payers (6.4%). Higher than average of industry peers (2.7%).お知らせ • Aug 11Sahamitr Pressure Container Public Company Limited Declares Cash Dividend for the Period from January 1, 2023 to June 30, 2023, Payable on September 8, 2023Sahamitr Pressure Container Public Company Limited declared Cash dividend payment of THB 0.21 per share, Operating period from January 1, 2023 to June 30, 2023. Ex-dividend date: August 23, 2023, Payment date: September 8, 2023.Reported Earnings • Aug 11Second quarter 2023 earnings released: EPS: ฿0.25 (vs ฿0.45 in 2Q 2022)Second quarter 2023 results: EPS: ฿0.25 (down from ฿0.45 in 2Q 2022). Revenue: ฿1.13b (down 19% from 2Q 2022). Net income: ฿135.4m (down 44% from 2Q 2022). Profit margin: 12% (down from 17% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 13% p.a. on average during the next 2 years, compared to a 7.8% growth forecast for the Packaging industry in Thailand. 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 7% per year, which means it is significantly lagging earnings.Upcoming Dividend • Mar 31Upcoming dividend of ฿0.40 per share at 8.1% yieldEligible shareholders must have bought the stock before 07 April 2023. Payment date: 28 April 2023. Payout ratio is a comfortable 65% and the cash payout ratio is 77%. Trailing yield: 8.1%. Within top quartile of Thai dividend payers (5.9%). Higher than average of industry peers (2.3%).Major Estimate Revision • Feb 20Consensus revenue estimates fall by 20%The consensus outlook for revenues in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from ฿6.13b to ฿4.91b. EPS estimate fell from ฿1.53 to ฿1.08 per share. Net income forecast to shrink 34% next year vs 7.5% decline forecast for Packaging industry in Thailand. Consensus price target down from ฿15.60 to ฿11.00. Share price fell 7.6% to ฿12.10 over the past week.Price Target Changed • Feb 16Price target decreased by 29% to ฿11.00Down from ฿15.60, the current price target is provided by 1 analyst. New target price is 7.6% below last closing price of ฿11.90. Stock is down 12% over the past year. The company is forecast to post earnings per share of ฿1.68 for next year compared to ฿1.36 last year.Board Change • Nov 16Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 2 experienced directors. 6 highly experienced directors. 4 independent directors (5 non-independent directors). Independent Director Tanadit Charoenchan 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 • Nov 11Third quarter 2022 earnings: EPS and revenues exceed analyst expectationsThird quarter 2022 results: EPS: ฿0.36 (up from ฿0.31 in 3Q 2021). Revenue: ฿1.38b (up 22% from 3Q 2021). Net income: ฿190.7m (up 14% from 3Q 2021). Profit margin: 14% (in line with 3Q 2021). Revenue exceeded analyst estimates by 20%. Earnings per share (EPS) also surpassed analyst estimates by 5.9%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Packaging industry in Thailand. Over the last 3 years on average, earnings per share has increased by 31% per year whereas the company’s share price has increased by 27% per year.Price Target Changed • Nov 03Price target decreased to ฿16.10Down from ฿18.50, the current price target is provided by 1 analyst. New target price is 8.8% above last closing price of ฿14.80. Stock is up 29% over the past year. The company is forecast to post earnings per share of ฿1.70 for next year compared to ฿1.36 last year.Upcoming Dividend • Aug 16Upcoming dividend of ฿0.60 per shareEligible shareholders must have bought the stock before 23 August 2022. Payment date: 09 September 2022. Payout ratio is a comfortable 59% and the cash payout ratio is 89%. Trailing yield: 6.7%. Within top quartile of Thai dividend payers (5.4%). Higher than average of industry peers (2.0%).Reported Earnings • Aug 14Second quarter 2022 earnings: EPS and revenues miss analyst expectationsSecond quarter 2022 results: EPS: ฿0.45 (up from ฿0.33 in 2Q 2021). Revenue: ฿1.40b (up 23% from 2Q 2021). Net income: ฿241.6m (up 39% from 2Q 2021). Profit margin: 17% (up from 15% in 2Q 2021). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 13%. Earnings per share (EPS) also missed analyst estimates by 20%. Over the next year, revenue is forecast to grow 21%, compared to a 7.1% growth forecast for the industry in Thailand. Over the last 3 years on average, earnings per share has increased by 27% per year whereas the company’s share price has increased by 25% per year.Major Estimate Revision • Jun 24Consensus revenue estimates increase by 16%The consensus outlook for revenues in 2022 has improved. 2022 revenue forecast increased from ฿5.34b to ฿6.21b. EPS estimate increased from ฿1.40 to ฿1.87 per share. Net income forecast to grow 9.4% next year vs 13% growth forecast for Packaging industry in Thailand. Consensus price target up from ฿17.30 to ฿18.50. Share price rose 7.7% to ฿15.40 over the past week.Price Target Changed • May 15Price target increased to ฿17.30Up from ฿15.60, the current price target is provided by 1 analyst. New target price is 16% above last closing price of ฿14.90. Stock is up 41% over the past year. The company is forecast to post earnings per share of ฿1.40 for next year compared to ฿1.36 last year.Reported Earnings • May 14First quarter 2022 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2022 results: EPS: ฿0.54 (up from ฿0.21 in 1Q 2021). Revenue: ฿1.53b (up 70% from 1Q 2021). Net income: ฿289.6m (up 153% from 1Q 2021). Profit margin: 19% (up from 13% in 1Q 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 6.3%. Earnings per share (EPS) also surpassed analyst estimates by 50%. Over the next year, revenue is forecast to grow 6.4%, compared to a 9.6% growth forecast for the industry in Thailand. Over the last 3 years on average, earnings per share has increased by 20% per year whereas the company’s share price has increased by 22% per year.Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Tanadit Charoenchan was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Upcoming Dividend • Mar 31Upcoming dividend of ฿0.47 per shareEligible shareholders must have bought the stock before 07 April 2022. Payment date: 29 April 2022. Payout ratio is a comfortable 60% but the company is not cash flow positive. Trailing yield: 5.9%. Within top quartile of Thai dividend payers (5.1%). Higher than average of industry peers (2.2%).Reported Earnings • Feb 17Full year 2021 earnings: EPS and revenues exceed analyst expectationsFull year 2021 results: EPS: ฿1.36 (up from ฿1.16 in FY 2020). Revenue: ฿4.55b (up 14% from FY 2020). Net income: ฿727.8m (up 18% from FY 2020). Profit margin: 16% (in line with FY 2020). Revenue exceeded analyst estimates by 2.6%. Earnings per share (EPS) also surpassed analyst estimates by 18%. Over the next year, revenue is forecast to grow 17%, compared to a 11% growth forecast for the industry in Thailand. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.Reported Earnings • Nov 13Third quarter 2021 earnings released: EPS ฿0.31 (vs ฿0.34 in 3Q 2020)The company reported a soft third quarter result with weaker earnings and profit margins, although revenues improved. Third quarter 2021 results: Revenue: ฿1.13b (up 18% from 3Q 2020). Net income: ฿166.9m (down 7.5% from 3Q 2020). Profit margin: 15% (down from 19% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Oct 15Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to ฿11.70, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 12x in the Packaging industry in Thailand. Total returns to shareholders of 5.0% over the past three years.Upcoming Dividend • Aug 16Upcoming dividend of ฿0.35 per shareEligible shareholders must have bought the stock before 23 August 2021. Payment date: 09 September 2021. Trailing yield: 7.2%. Within top quartile of Thai dividend payers (5.0%). Higher than average of industry peers (1.6%).Price Target Changed • Aug 13Price target increased to ฿15.60Up from ฿12.30, the current price target is provided by 1 analyst. New target price is 41% above last closing price of ฿11.10. Stock is down 16% over the past year.Reported Earnings • Aug 13Second quarter 2021 earnings released: EPS ฿0.33 (vs ฿0.34 in 2Q 2020)The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2021 results: Revenue: ฿1.14b (up 4.0% from 2Q 2020). Net income: ฿174.1m (down 4.5% from 2Q 2020). Profit margin: 15% (down from 17% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.Reported Earnings • May 16First quarter 2021 earnings released: EPS ฿0.21 (vs ฿0.27 in 1Q 2020)The company reported a poor first quarter result with weaker earnings, revenues and profit margins. First quarter 2021 results: Revenue: ฿903.4m (down 4.4% from 1Q 2020). Net income: ฿114.6m (down 22% from 1Q 2020). Profit margin: 13% (down from 16% in 1Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.Upcoming Dividend • Mar 31Upcoming dividend of ฿0.43 per shareEligible shareholders must have bought the stock before 07 April 2021. Payment date: 30 April 2021. Trailing yield: 7.1%. Within top quartile of Thai dividend payers (4.9%). Higher than average of industry peers (2.0%).Is New 90 Day High Low • Feb 01New 90-day high: ฿11.70The company is up 2.0% from its price of ฿11.50 on 03 November 2020. The Thai market is up 23% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Packaging industry, which is up 24% over the same period.Major Estimate Revision • Jan 29Analysts update estimatesThe 2020 consensus revenue estimate was lowered from ฿4.16b to ฿3.94b. Earnings per share (EPS) increased from ฿1.03 to ฿1.18 for the same period. Net income is expected to shrink by 7.0% next year compared to 13% growth forecast for the Packaging industry in Thailand . The consensus price target was lowered from ฿17.10 to ฿12.50. Share price is up 2.8% to ฿10.90 over the past week.Reported Earnings • Nov 11Third quarter 2020 earnings released: EPS ฿0.34The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: ฿956.4m (up 32% from 3Q 2019). Net income: ฿180.5m (up 100% from 3Q 2019). Profit margin: 19% (up from 13% in 3Q 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 5% per year whereas the company’s share price has fallen by 9% per year.Valuation Update With 7 Day Price Move • Oct 27Market bids up stock over the past weekAfter last week's 16% share price gain to ฿11.30, the stock is trading at a trailing P/E ratio of 12.2x, up from the previous P/E ratio of 10.5x. This compares to an average P/E of 11x in the Packaging industry in Thailand. Total returns to shareholders over the past three years are 1.3%.Valuation Update With 7 Day Price Move • Oct 20Market pulls back on stock over the past weekAfter last week's 20% share price decline to ฿9.75, the stock is trading at a trailing P/E ratio of 10.5x, down from the previous P/E ratio of 13.2x. This compares to an average P/E of 11x in the Packaging industry in Thailand. Total return to shareholders over the past three years is a loss of 11%.Is New 90 Day High Low • Oct 19New 90-day low: ฿10.50The company is down 8.0% from its price of ฿11.40 on 21 July 2020. The Thai market is down 9.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Packaging industry, which is up 4.0% 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、Sahamitr Pressure Container 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:SMPC - 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3/31/20263,897636891965N/A12/31/20253,8706009571,039N/A9/30/20254,1746261,3661,440N/A6/30/20254,4835999261,009N/A3/31/20254,460589816900N/A12/31/20244,577598463539N/A9/30/20244,48155578161N/A6/30/20244,146539246328N/A3/31/20244,138478420504N/A12/31/20233,811371860953N/A9/30/20233,7143759881,077N/A6/30/20234,262481767870N/A3/31/20234,530587802916N/A12/31/20225,248829742878N/A9/30/20225,689994272426N/A6/30/20225,440970490643N/A3/31/20225,18190347205N/A12/31/20214,550728-280-122N/A9/30/20214,149565211382N/A6/30/20213,976579370538N/A3/31/20213,932587345507N/A12/31/20203,973619457618N/A9/30/20203,838587265386N/A6/30/20203,60949793190N/A3/31/20203,422437458535N/A12/31/20193,256375N/A761N/A9/30/20193,272403N/A656N/A6/30/20193,702485N/A820N/A3/31/20194,025527N/A438N/A12/31/20184,453558N/A326N/A9/30/20184,791604N/A425N/A6/30/20184,762588N/A318N/A3/31/20184,562527N/A682N/A12/31/20174,327532N/A434N/A9/30/20174,136500N/A432N/A6/30/20173,910481N/A349N/A3/31/20173,629528N/A277N/A12/31/20163,469541N/A540N/A9/30/20163,356567N/A639N/A6/30/20163,151517N/A641N/A3/31/20162,973531N/A427N/A12/31/20152,826447N/A317N/A9/30/20152,553334N/A375N/A6/30/20152,655358N/A309N/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: SMPC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: SMPC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: SMPC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: SMPC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: SMPC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: SMPC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2026/05/20 04:40終値2026/05/20 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Sahamitr Pressure Container 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。2 アナリスト機関Sontanawoot RatchatrakulTisco Securities Co. Ltd.Benjaphol SuthwanishYuanta Securities (Thailand) Company Limited
Major Estimate Revision • Feb 20Consensus revenue estimates fall by 20%The consensus outlook for revenues in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from ฿6.13b to ฿4.91b. EPS estimate fell from ฿1.53 to ฿1.08 per share. Net income forecast to shrink 34% next year vs 7.5% decline forecast for Packaging industry in Thailand. Consensus price target down from ฿15.60 to ฿11.00. Share price fell 7.6% to ฿12.10 over the past week.
Price Target Changed • Feb 16Price target decreased by 29% to ฿11.00Down from ฿15.60, the current price target is provided by 1 analyst. New target price is 7.6% below last closing price of ฿11.90. Stock is down 12% over the past year. The company is forecast to post earnings per share of ฿1.68 for next year compared to ฿1.36 last year.
Price Target Changed • Nov 03Price target decreased to ฿16.10Down from ฿18.50, the current price target is provided by 1 analyst. New target price is 8.8% above last closing price of ฿14.80. Stock is up 29% over the past year. The company is forecast to post earnings per share of ฿1.70 for next year compared to ฿1.36 last year.
Major Estimate Revision • Jun 24Consensus revenue estimates increase by 16%The consensus outlook for revenues in 2022 has improved. 2022 revenue forecast increased from ฿5.34b to ฿6.21b. EPS estimate increased from ฿1.40 to ฿1.87 per share. Net income forecast to grow 9.4% next year vs 13% growth forecast for Packaging industry in Thailand. Consensus price target up from ฿17.30 to ฿18.50. Share price rose 7.7% to ฿15.40 over the past week.
Price Target Changed • May 15Price target increased to ฿17.30Up from ฿15.60, the current price target is provided by 1 analyst. New target price is 16% above last closing price of ฿14.90. Stock is up 41% over the past year. The company is forecast to post earnings per share of ฿1.40 for next year compared to ฿1.36 last year.
Price Target Changed • Aug 13Price target increased to ฿15.60Up from ฿12.30, the current price target is provided by 1 analyst. New target price is 41% above last closing price of ฿11.10. Stock is down 16% over the past year.
Reported Earnings • May 17First quarter 2026 earnings released: EPS: ฿0.31 (vs ฿0.27 in 1Q 2025)First quarter 2026 results: EPS: ฿0.31 (up from ฿0.27 in 1Q 2025). Revenue: ฿1.05b (up 2.6% from 1Q 2025). Net income: ฿171.2m (up 18% from 1Q 2025). Profit margin: 16% (up from 14% in 1Q 2025). Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Mar 31Upcoming dividend of ฿0.30 per shareEligible shareholders must have bought the stock before 07 April 2026. Payment date: 30 April 2026. Payout ratio is a comfortable 62% and this is well supported by cash flows. Trailing yield: 7.6%. Within top quartile of Thai dividend payers (7.5%). Higher than average of industry peers (4.1%).
Declared Dividend • Feb 15Final dividend increased to ฿0.30Dividend of ฿0.30 is 11% higher than last year. Ex-date: 7th April 2026 Payment date: 30th April 2026 Dividend yield will be 7.7%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is covered by both earnings (57% earnings payout ratio) and cash flows (38% cash payout ratio). The dividend has increased by an average of 4.3% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has remained steady over the last 5 years. Unless this trend deteriorates, it should provide adequate earnings cover for the dividend.
Reported Earnings • Feb 15Full year 2025 earnings released: EPS: ฿1.12 (vs ฿1.12 in FY 2024)Full year 2025 results: EPS: ฿1.12 (up from ฿1.12 in FY 2024). Revenue: ฿3.87b (down 15% from FY 2024). Net income: ฿600.2m (flat on FY 2024). Profit margin: 16% (up from 13% in FY 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
お知らせ • Feb 14+ 1 more updateSahamitr Pressure Container Public Company Limited Proposes Cash Dividend for the Operating Period from 01 July 2025 to 31 December 2025, Payable on 30 April 2026Sahamitr Pressure Container Public Company Limited at its Annual General Meeting of Shareholders to be held on 31 March 2026, proposed cash dividend of THB 0.30 per share for the operating period from 01 July 2025 to 31 December 2025, payable on 30 April 2026. Ex-dividend date is 07 April 2026. Record date for the right to receive dividends is 08 April 2026.
Reported Earnings • Nov 11Third quarter 2025 earnings released: EPS: ฿0.24 (vs ฿0.19 in 3Q 2024)Third quarter 2025 results: EPS: ฿0.24 (up from ฿0.19 in 3Q 2024). Revenue: ฿857.6m (down 27% from 3Q 2024). Net income: ฿127.7m (up 27% from 3Q 2024). Profit margin: 15% (up from 8.6% in 3Q 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 9% per year whereas the company’s share price has fallen by 14% per year.
Declared Dividend • Aug 09First half dividend of ฿0.40 announcedShareholders will receive a dividend of ฿0.40. Ex-date: 20th August 2025 Payment date: 5th September 2025 Dividend yield will be 7.3%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is covered by both earnings (60% earnings payout ratio) and cash flows (39% cash payout ratio). The dividend has increased by an average of 18% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 3.8% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Reported Earnings • Aug 08Second quarter 2025 earnings released: EPS: ฿0.39 (vs ฿0.37 in 2Q 2024)Second quarter 2025 results: EPS: ฿0.39 (up from ฿0.37 in 2Q 2024). Revenue: ฿1.16b (up 2.0% from 2Q 2024). Net income: ฿207.6m (up 5.2% from 2Q 2024). Profit margin: 18% (in line with 2Q 2024). Over the last 3 years on average, earnings per share has fallen by 18% per year whereas the company’s share price has fallen by 16% per year.
Reported Earnings • May 17First quarter 2025 earnings released: EPS: ฿0.27 (vs ฿0.29 in 1Q 2024)First quarter 2025 results: EPS: ฿0.27 (down from ฿0.29 in 1Q 2024). Revenue: ฿1.03b (down 10% from 1Q 2024). Net income: ฿145.4m (down 5.7% from 1Q 2024). Profit margin: 14% (in line with 1Q 2024). Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has only fallen by 17% per year, which means it has not declined as severely as earnings.
お知らせ • Apr 01Sahamitr Pressure Container Public Company Limited Approves Cash Dividend for Second Half of 01 July 2024 to 31 December 2024, Payable on 30 April 2025Sahamitr Pressure Container Public Company Limited at its AGM held on March 31, 2025, y approved the dividend payment from the net profit of 2024 as a cash dividend of THB 0.67 per share, in which the interim dividend payment for the first half of the fiscal year 2024 (January 1 - June 30) had been paid amounting of THB 0.40 per share with a par value of THB 1.00 on September 6, 2024. The remaining dividend for the second half of fiscal year 2024 (July 1 - December 31) of THB 0.27 per share with a par value of THB 1.00, totaling not exceeding THB 144,586,710. This dividend payment is in accordance with the Company's policy. The record date for the names of shareholders who have rights to receive dividends is scheduled to be on April 8, 2025 and dividends will be paid on April 30, 2025.
Upcoming Dividend • Mar 28Upcoming dividend of ฿0.27 per shareEligible shareholders must have bought the stock before 04 April 2025. Payment date: 30 April 2025. Payout ratio is a comfortable 60% and the cash payout ratio is 77%. Trailing yield: 7.4%. Lower than top quartile of Thai dividend payers (7.6%). Higher than average of industry peers (4.7%).
Declared Dividend • Feb 16Final dividend increased to ฿0.27Dividend of ฿0.27 is 29% higher than last year. Ex-date: 4th April 2025 Payment date: 30th April 2025 Dividend yield will be 7.4%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is covered by both earnings (59% earnings payout ratio) and cash flows (70% cash payout ratio). The dividend has increased by an average of 16% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 9.8% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Reported Earnings • Feb 15Full year 2024 earnings released: EPS: ฿1.12 (vs ฿0.69 in FY 2023)Full year 2024 results: EPS: ฿1.12 (up from ฿0.69 in FY 2023). Revenue: ฿4.58b (up 20% from FY 2023). Net income: ฿597.6m (up 61% from FY 2023). Profit margin: 13% (up from 9.7% in FY 2023). The increase in margin 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 only fallen by 12% per year, which means it has not declined as severely as earnings.
お知らせ • Feb 15+ 1 more updateSahamitr Pressure Container Public Company Limited Recommends Cash Dividend for Second Half of 01 July 2024 to 31 December 2024, Payable on 30 April 2025Sahamitr Pressure Container Public Company Limited at the boar meeting held on February 14, 2025, recommended cash dividend payment of THB 0.27 per share for second half of 01 July 2024 to 31 December 2024, subject to the 2025 Annual General Meeting of Shareholders' approval on March 31, 2025. The dividend will be payable on 30 April 2025, Record date for the right to receive 08 April 2025, Ex-dividend date: 4 April 2025.
Reported Earnings • Nov 12Third quarter 2024 earnings released: EPS: ฿0.19 (vs ฿0.16 in 3Q 2023)Third quarter 2024 results: EPS: ฿0.19 (up from ฿0.16 in 3Q 2023). Revenue: ฿1.17b (up 40% from 3Q 2023). Net income: ฿100.2m (up 19% from 3Q 2023). Profit margin: 8.6% (down from 10% 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 but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.
Declared Dividend • Aug 10First half dividend of ฿0.40 announcedShareholders will receive a dividend of ฿0.40. Ex-date: 21st August 2024 Payment date: 6th September 2024 Dividend yield will be 6.4%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is covered by earnings (42% earnings payout ratio) but not adequately covered by cash flows (92% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 2.2% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Buy Or Sell Opportunity • Aug 09Now 22% overvaluedOver the last 90 days, the stock has fallen 4.5% to ฿9.50. The fair value is estimated to be ฿7.77, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 4.8% over the last 3 years. Earnings per share has declined by 17%.
Reported Earnings • Aug 09Second quarter 2024 earnings released: EPS: ฿0.37 (vs ฿0.25 in 2Q 2023)Second quarter 2024 results: EPS: ฿0.37 (up from ฿0.25 in 2Q 2023). Revenue: ฿1.14b (flat on 2Q 2023). Net income: ฿197.4m (up 46% from 2Q 2023). Profit margin: 17% (up from 12% in 2Q 2023). Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.
Reported Earnings • May 10First quarter 2024 earnings released: EPS: ฿0.29 (vs ฿0.09 in 1Q 2023)First quarter 2024 results: EPS: ฿0.29 (up from ฿0.09 in 1Q 2023). Revenue: ฿1.14b (up 40% from 1Q 2023). Net income: ฿154.3m (up 222% from 1Q 2023). Profit margin: 14% (up from 5.9% in 1Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 13% 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.
Upcoming Dividend • Mar 28Upcoming dividend of ฿0.21 per shareEligible shareholders must have bought the stock before 04 April 2024. Payment date: 26 April 2024. Payout ratio is a comfortable 61% and this is well supported by cash flows. Trailing yield: 4.8%. Lower than top quartile of Thai dividend payers (5.8%). Higher than average of industry peers (2.8%).
Declared Dividend • Feb 16Final dividend reduced to ฿0.21Dividend of ฿0.21 is 48% lower than last year. Ex-date: 4th April 2024 Payment date: 26th April 2024 Dividend yield will be 4.6%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is covered by both earnings (87% earnings payout ratio) and cash flows (38% cash payout ratio). The dividend has increased by an average of 16% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 3.1% to shift the payout ratio to a potentially unsustainable range, which is less than the 7.9% EPS decline seen over the last 5 years.
お知らせ • Feb 15Sahamitr Pressure Container Public Company Limited, Annual General Meeting, Mar 29, 2024Sahamitr Pressure Container Public Company Limited, Annual General Meeting, Mar 29, 2024, at 10:00 SE Asia Standard Time. Location: Bangkhuntien-Chaitalay Road, Samaedam, Bangkhuntien, Bangkok 10150 Bangkok Thailand Agenda: To approve Issues to be informed from Chairman; to certify the minutes of 2023 Annual General Meeting of Shareholders, held on March 31, 2023; The Board of Directors report on the Company's performance of 2023; to approve the Company's Audited Financial Statements for the year ended December 31, 2023; to consider and approve the Dividend Payment from the net profit of 2023; to elect directors to replace the existing directors who retired by rotation; to consider and approve the director remunerations for the year 2024;to appoint the auditors and approve the remuneration for the year 2024;to approve the amendment of the Company's Articles of Association.
Reported Earnings • Feb 15Full year 2023 earnings released: EPS: ฿0.69 (vs ฿1.55 in FY 2022)Full year 2023 results: EPS: ฿0.69 (down from ฿1.55 in FY 2022). Revenue: ฿3.81b (down 27% from FY 2022). Net income: ฿371.2m (down 55% from FY 2022). Profit margin: 9.7% (down from 16% in FY 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 9% per year whereas the company’s share price has fallen by 5% per year.
お知らせ • Feb 15Sahamitr Pressure Container Public Company Limited Proposes Cash Dividend for the Second Half Ended December 31, 2023, Payable on April 26, 2024Sahamitr Pressure Container Public Company Limited at its board meeting held on February 14, 2024, approved to propose at Annual General Meeting of Shareholders to be held on March 29, 2024, cash dividend for the second half of fiscal year 2023 (July 1, 2023 to December 31, 2023) of THB 0.21 per share with a par value of THB 1.00, totaling not exceeding THB 112,456,330 Provided that dividend shall be subject to withholding tax at the rate 20% required by laws. The record date for the names of shareholders who have rights to receive dividends is scheduled to be on April 5, 2024. The cash dividend payment shall be made on April 26, 2024, subject to the 2024 Annual General Meeting of Shareholders' approval.
Reported Earnings • Nov 11Third quarter 2023 earnings released: EPS: ฿0.16 (vs ฿0.36 in 3Q 2022)Third quarter 2023 results: EPS: ฿0.16 (down from ฿0.36 in 3Q 2022). Revenue: ฿831.1m (down 40% from 3Q 2022). Net income: ฿84.4m (down 56% from 3Q 2022). Profit margin: 10% (down from 14% in 3Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has remained flat and the company’s share price has also remained flat.
Upcoming Dividend • Aug 16Upcoming dividend of ฿0.21 per share at 9.4% yieldEligible shareholders must have bought the stock before 23 August 2023. Payment date: 08 September 2023. Payout ratio is a comfortable 68% and this is well supported by cash flows. Trailing yield: 9.4%. Within top quartile of Thai dividend payers (6.4%). Higher than average of industry peers (2.7%).
お知らせ • Aug 11Sahamitr Pressure Container Public Company Limited Declares Cash Dividend for the Period from January 1, 2023 to June 30, 2023, Payable on September 8, 2023Sahamitr Pressure Container Public Company Limited declared Cash dividend payment of THB 0.21 per share, Operating period from January 1, 2023 to June 30, 2023. Ex-dividend date: August 23, 2023, Payment date: September 8, 2023.
Reported Earnings • Aug 11Second quarter 2023 earnings released: EPS: ฿0.25 (vs ฿0.45 in 2Q 2022)Second quarter 2023 results: EPS: ฿0.25 (down from ฿0.45 in 2Q 2022). Revenue: ฿1.13b (down 19% from 2Q 2022). Net income: ฿135.4m (down 44% from 2Q 2022). Profit margin: 12% (down from 17% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 13% p.a. on average during the next 2 years, compared to a 7.8% growth forecast for the Packaging industry in Thailand. 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 7% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Mar 31Upcoming dividend of ฿0.40 per share at 8.1% yieldEligible shareholders must have bought the stock before 07 April 2023. Payment date: 28 April 2023. Payout ratio is a comfortable 65% and the cash payout ratio is 77%. Trailing yield: 8.1%. Within top quartile of Thai dividend payers (5.9%). Higher than average of industry peers (2.3%).
Major Estimate Revision • Feb 20Consensus revenue estimates fall by 20%The consensus outlook for revenues in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from ฿6.13b to ฿4.91b. EPS estimate fell from ฿1.53 to ฿1.08 per share. Net income forecast to shrink 34% next year vs 7.5% decline forecast for Packaging industry in Thailand. Consensus price target down from ฿15.60 to ฿11.00. Share price fell 7.6% to ฿12.10 over the past week.
Price Target Changed • Feb 16Price target decreased by 29% to ฿11.00Down from ฿15.60, the current price target is provided by 1 analyst. New target price is 7.6% below last closing price of ฿11.90. Stock is down 12% over the past year. The company is forecast to post earnings per share of ฿1.68 for next year compared to ฿1.36 last year.
Board Change • Nov 16Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 2 experienced directors. 6 highly experienced directors. 4 independent directors (5 non-independent directors). Independent Director Tanadit Charoenchan 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 • Nov 11Third quarter 2022 earnings: EPS and revenues exceed analyst expectationsThird quarter 2022 results: EPS: ฿0.36 (up from ฿0.31 in 3Q 2021). Revenue: ฿1.38b (up 22% from 3Q 2021). Net income: ฿190.7m (up 14% from 3Q 2021). Profit margin: 14% (in line with 3Q 2021). Revenue exceeded analyst estimates by 20%. Earnings per share (EPS) also surpassed analyst estimates by 5.9%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Packaging industry in Thailand. Over the last 3 years on average, earnings per share has increased by 31% per year whereas the company’s share price has increased by 27% per year.
Price Target Changed • Nov 03Price target decreased to ฿16.10Down from ฿18.50, the current price target is provided by 1 analyst. New target price is 8.8% above last closing price of ฿14.80. Stock is up 29% over the past year. The company is forecast to post earnings per share of ฿1.70 for next year compared to ฿1.36 last year.
Upcoming Dividend • Aug 16Upcoming dividend of ฿0.60 per shareEligible shareholders must have bought the stock before 23 August 2022. Payment date: 09 September 2022. Payout ratio is a comfortable 59% and the cash payout ratio is 89%. Trailing yield: 6.7%. Within top quartile of Thai dividend payers (5.4%). Higher than average of industry peers (2.0%).
Reported Earnings • Aug 14Second quarter 2022 earnings: EPS and revenues miss analyst expectationsSecond quarter 2022 results: EPS: ฿0.45 (up from ฿0.33 in 2Q 2021). Revenue: ฿1.40b (up 23% from 2Q 2021). Net income: ฿241.6m (up 39% from 2Q 2021). Profit margin: 17% (up from 15% in 2Q 2021). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 13%. Earnings per share (EPS) also missed analyst estimates by 20%. Over the next year, revenue is forecast to grow 21%, compared to a 7.1% growth forecast for the industry in Thailand. Over the last 3 years on average, earnings per share has increased by 27% per year whereas the company’s share price has increased by 25% per year.
Major Estimate Revision • Jun 24Consensus revenue estimates increase by 16%The consensus outlook for revenues in 2022 has improved. 2022 revenue forecast increased from ฿5.34b to ฿6.21b. EPS estimate increased from ฿1.40 to ฿1.87 per share. Net income forecast to grow 9.4% next year vs 13% growth forecast for Packaging industry in Thailand. Consensus price target up from ฿17.30 to ฿18.50. Share price rose 7.7% to ฿15.40 over the past week.
Price Target Changed • May 15Price target increased to ฿17.30Up from ฿15.60, the current price target is provided by 1 analyst. New target price is 16% above last closing price of ฿14.90. Stock is up 41% over the past year. The company is forecast to post earnings per share of ฿1.40 for next year compared to ฿1.36 last year.
Reported Earnings • May 14First quarter 2022 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2022 results: EPS: ฿0.54 (up from ฿0.21 in 1Q 2021). Revenue: ฿1.53b (up 70% from 1Q 2021). Net income: ฿289.6m (up 153% from 1Q 2021). Profit margin: 19% (up from 13% in 1Q 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 6.3%. Earnings per share (EPS) also surpassed analyst estimates by 50%. Over the next year, revenue is forecast to grow 6.4%, compared to a 9.6% growth forecast for the industry in Thailand. Over the last 3 years on average, earnings per share has increased by 20% per year whereas the company’s share price has increased by 22% per year.
Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Tanadit Charoenchan was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Upcoming Dividend • Mar 31Upcoming dividend of ฿0.47 per shareEligible shareholders must have bought the stock before 07 April 2022. Payment date: 29 April 2022. Payout ratio is a comfortable 60% but the company is not cash flow positive. Trailing yield: 5.9%. Within top quartile of Thai dividend payers (5.1%). Higher than average of industry peers (2.2%).
Reported Earnings • Feb 17Full year 2021 earnings: EPS and revenues exceed analyst expectationsFull year 2021 results: EPS: ฿1.36 (up from ฿1.16 in FY 2020). Revenue: ฿4.55b (up 14% from FY 2020). Net income: ฿727.8m (up 18% from FY 2020). Profit margin: 16% (in line with FY 2020). Revenue exceeded analyst estimates by 2.6%. Earnings per share (EPS) also surpassed analyst estimates by 18%. Over the next year, revenue is forecast to grow 17%, compared to a 11% growth forecast for the industry in Thailand. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Nov 13Third quarter 2021 earnings released: EPS ฿0.31 (vs ฿0.34 in 3Q 2020)The company reported a soft third quarter result with weaker earnings and profit margins, although revenues improved. Third quarter 2021 results: Revenue: ฿1.13b (up 18% from 3Q 2020). Net income: ฿166.9m (down 7.5% from 3Q 2020). Profit margin: 15% (down from 19% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Oct 15Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to ฿11.70, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 12x in the Packaging industry in Thailand. Total returns to shareholders of 5.0% over the past three years.
Upcoming Dividend • Aug 16Upcoming dividend of ฿0.35 per shareEligible shareholders must have bought the stock before 23 August 2021. Payment date: 09 September 2021. Trailing yield: 7.2%. Within top quartile of Thai dividend payers (5.0%). Higher than average of industry peers (1.6%).
Price Target Changed • Aug 13Price target increased to ฿15.60Up from ฿12.30, the current price target is provided by 1 analyst. New target price is 41% above last closing price of ฿11.10. Stock is down 16% over the past year.
Reported Earnings • Aug 13Second quarter 2021 earnings released: EPS ฿0.33 (vs ฿0.34 in 2Q 2020)The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2021 results: Revenue: ฿1.14b (up 4.0% from 2Q 2020). Net income: ฿174.1m (down 4.5% from 2Q 2020). Profit margin: 15% (down from 17% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.
Reported Earnings • May 16First quarter 2021 earnings released: EPS ฿0.21 (vs ฿0.27 in 1Q 2020)The company reported a poor first quarter result with weaker earnings, revenues and profit margins. First quarter 2021 results: Revenue: ฿903.4m (down 4.4% from 1Q 2020). Net income: ฿114.6m (down 22% from 1Q 2020). Profit margin: 13% (down from 16% in 1Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Mar 31Upcoming dividend of ฿0.43 per shareEligible shareholders must have bought the stock before 07 April 2021. Payment date: 30 April 2021. Trailing yield: 7.1%. Within top quartile of Thai dividend payers (4.9%). Higher than average of industry peers (2.0%).
Is New 90 Day High Low • Feb 01New 90-day high: ฿11.70The company is up 2.0% from its price of ฿11.50 on 03 November 2020. The Thai market is up 23% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Packaging industry, which is up 24% over the same period.
Major Estimate Revision • Jan 29Analysts update estimatesThe 2020 consensus revenue estimate was lowered from ฿4.16b to ฿3.94b. Earnings per share (EPS) increased from ฿1.03 to ฿1.18 for the same period. Net income is expected to shrink by 7.0% next year compared to 13% growth forecast for the Packaging industry in Thailand . The consensus price target was lowered from ฿17.10 to ฿12.50. Share price is up 2.8% to ฿10.90 over the past week.
Reported Earnings • Nov 11Third quarter 2020 earnings released: EPS ฿0.34The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: ฿956.4m (up 32% from 3Q 2019). Net income: ฿180.5m (up 100% from 3Q 2019). Profit margin: 19% (up from 13% in 3Q 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 5% per year whereas the company’s share price has fallen by 9% per year.
Valuation Update With 7 Day Price Move • Oct 27Market bids up stock over the past weekAfter last week's 16% share price gain to ฿11.30, the stock is trading at a trailing P/E ratio of 12.2x, up from the previous P/E ratio of 10.5x. This compares to an average P/E of 11x in the Packaging industry in Thailand. Total returns to shareholders over the past three years are 1.3%.
Valuation Update With 7 Day Price Move • Oct 20Market pulls back on stock over the past weekAfter last week's 20% share price decline to ฿9.75, the stock is trading at a trailing P/E ratio of 10.5x, down from the previous P/E ratio of 13.2x. This compares to an average P/E of 11x in the Packaging industry in Thailand. Total return to shareholders over the past three years is a loss of 11%.
Is New 90 Day High Low • Oct 19New 90-day low: ฿10.50The company is down 8.0% from its price of ฿11.40 on 21 July 2020. The Thai market is down 9.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Packaging industry, which is up 4.0% over the same period.