View Financial HealthSahathai Printing & Packaging 配当と自社株買い配当金 基準チェック /36Sahathai Printing & Packaging配当を支払う会社であり、現在の利回りは5.93%で、収益によって十分にカバーされています。主要情報5.9%配当利回りn/aバイバック利回り総株主利回りn/a将来の配当利回りn/a配当成長-81.6%次回配当支払日n/a配当落ち日n/a一株当たり配当金n/a配当性向39%最近の配当と自社株買いの更新Upcoming Dividend • Apr 10Upcoming dividend of ฿0.42 per shareEligible shareholders must have bought the stock before 17 April 2026. Payment date: 08 May 2026. Payout ratio is a comfortable 40% and this is well supported by cash flows. Trailing yield: 6.3%. Lower than top quartile of Thai dividend payers (7.4%). Higher than average of industry peers (4.1%).Declared Dividend • Mar 01Dividend of ฿0.42 announcedShareholders will receive a dividend of ฿0.42. Ex-date: 17th April 2026 Payment date: 8th May 2026 Dividend yield will be 6.0%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is well covered by both earnings (39% earnings payout ratio) and cash flows (43% cash payout ratio). The dividend has increased by an average of 5.7% per year over the past 4 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 57% to shift the payout ratio to a potentially unsustainable range, which is more than the 44% EPS decline seen over the last 5 years.Upcoming Dividend • Apr 09Upcoming dividend of ฿0.40 per shareEligible shareholders must have bought the stock before 16 April 2025. Payment date: 02 May 2025. Payout ratio is a comfortable 42% and this is well supported by cash flows. Trailing yield: 8.6%. Within top quartile of Thai dividend payers (8.3%). Higher than average of industry peers (5.5%).Declared Dividend • Mar 01Final dividend increased to ฿0.40Dividend of ฿0.40 is 60% higher than last year. Ex-date: 16th April 2025 Payment date: 2nd May 2025 Dividend yield will be 6.0%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is well covered by both earnings (34% earnings payout ratio) and cash flows (45% cash payout ratio). The dividend has increased by an average of 7.7% per year over the past 3 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 62% to shift the payout ratio to a potentially unsustainable range, which is less than the 76% EPS decline seen over the last 5 years.Declared Dividend • Aug 15First half dividend of ฿0.25 announcedShareholders will receive a dividend of ฿0.25. Ex-date: 27th August 2024 Payment date: 11th September 2024 Dividend yield will be 3.9%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is well covered by both earnings (28% earnings payout ratio) and cash flows (44% cash payout ratio). The dividend has decreased over the past 26 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to decline by 69% to shift the payout ratio to a potentially unsustainable range, which is less than the 77% EPS decline seen over the last 5 years.Upcoming Dividend • Apr 11Upcoming dividend of ฿0.25 per shareEligible shareholders must have bought the stock before 18 April 2024. Payment date: 09 May 2024. Payout ratio is a comfortable 40% but the company is not cash flow positive. Trailing yield: 2.9%. Lower than top quartile of Thai dividend payers (5.8%). Higher than average of industry peers (2.6%).すべての更新を表示Recent updatesUpcoming Dividend • Apr 10Upcoming dividend of ฿0.42 per shareEligible shareholders must have bought the stock before 17 April 2026. Payment date: 08 May 2026. Payout ratio is a comfortable 40% and this is well supported by cash flows. Trailing yield: 6.3%. Lower than top quartile of Thai dividend payers (7.4%). Higher than average of industry peers (4.1%).Reported Earnings • Mar 03Full year 2025 earnings released: EPS: ฿1.65 (vs ฿1.53 in FY 2024)Full year 2025 results: EPS: ฿1.65 (up from ฿1.53 in FY 2024). Revenue: ฿762.5m (up 10% from FY 2024). Net income: ฿165.5m (up 8.1% from FY 2024). Profit margin: 22% (in line with FY 2024). Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.Declared Dividend • Mar 01Dividend of ฿0.42 announcedShareholders will receive a dividend of ฿0.42. Ex-date: 17th April 2026 Payment date: 8th May 2026 Dividend yield will be 6.0%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is well covered by both earnings (39% earnings payout ratio) and cash flows (43% cash payout ratio). The dividend has increased by an average of 5.7% per year over the past 4 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 57% to shift the payout ratio to a potentially unsustainable range, which is more than the 44% EPS decline seen over the last 5 years.お知らせ • Feb 27Sahathai Printing & Packaging Public Company Limited, Annual General Meeting, Apr 08, 2026Sahathai Printing & Packaging Public Company Limited, Annual General Meeting, Apr 08, 2026, at 14:00 SE Asia Standard Time.Reported Earnings • Nov 14Third quarter 2025 earnings released: EPS: ฿0.37 (vs ฿0.40 in 3Q 2024)Third quarter 2025 results: EPS: ฿0.37 (down from ฿0.40 in 3Q 2024). Revenue: ฿182.9m (up 1.1% from 3Q 2024). Net income: ฿36.7m (down 8.9% from 3Q 2024). Profit margin: 20% (down from 22% in 3Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.Reported Earnings • Aug 15Second quarter 2025 earnings released: EPS: ฿0.49 (vs ฿0.36 in 2Q 2024)Second quarter 2025 results: EPS: ฿0.49 (up from ฿0.36 in 2Q 2024). Revenue: ฿203.8m (up 18% from 2Q 2024). Net income: ฿49.1m (up 35% from 2Q 2024). Profit margin: 24% (up from 21% 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 6% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.Reported Earnings • May 14First quarter 2025 earnings released: EPS: ฿0.44 (vs ฿0.38 in 1Q 2024)First quarter 2025 results: EPS: ฿0.44 (up from ฿0.38 in 1Q 2024). Revenue: ฿195.2m (up 21% from 1Q 2024). Net income: ฿43.7m (up 16% from 1Q 2024). Profit margin: 22% (down from 23% in 1Q 2024). The decrease in margin was driven by higher expenses.Upcoming Dividend • Apr 09Upcoming dividend of ฿0.40 per shareEligible shareholders must have bought the stock before 16 April 2025. Payment date: 02 May 2025. Payout ratio is a comfortable 42% and this is well supported by cash flows. Trailing yield: 8.6%. Within top quartile of Thai dividend payers (8.3%). Higher than average of industry peers (5.5%).Declared Dividend • Mar 01Final dividend increased to ฿0.40Dividend of ฿0.40 is 60% higher than last year. Ex-date: 16th April 2025 Payment date: 2nd May 2025 Dividend yield will be 6.0%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is well covered by both earnings (34% earnings payout ratio) and cash flows (45% cash payout ratio). The dividend has increased by an average of 7.7% per year over the past 3 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 62% to shift the payout ratio to a potentially unsustainable range, which is less than the 76% EPS decline seen over the last 5 years.Reported Earnings • Feb 28Full year 2024 earnings released: EPS: ฿1.53 (vs ฿0.87 in FY 2023)Full year 2024 results: EPS: ฿1.53 (up from ฿0.87 in FY 2023). Revenue: ฿692.1m (up 35% from FY 2023). Net income: ฿153.1m (up 77% from FY 2023). Profit margin: 22% (up from 17% in FY 2023). The increase in margin was driven by higher revenue.お知らせ • Feb 28Sahathai Printing & Packaging Public Company Limited, Annual General Meeting, Apr 04, 2025Sahathai Printing & Packaging Public Company Limited, Annual General Meeting, Apr 04, 2025, at 14:00 SE Asia Standard Time.Declared Dividend • Aug 15First half dividend of ฿0.25 announcedShareholders will receive a dividend of ฿0.25. Ex-date: 27th August 2024 Payment date: 11th September 2024 Dividend yield will be 3.9%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is well covered by both earnings (28% earnings payout ratio) and cash flows (44% cash payout ratio). The dividend has decreased over the past 26 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to decline by 69% to shift the payout ratio to a potentially unsustainable range, which is less than the 77% EPS decline seen over the last 5 years.Reported Earnings • Aug 14Second quarter 2024 earnings released: EPS: ฿0.36 (vs ฿0.19 in 2Q 2023)Second quarter 2024 results: EPS: ฿0.36 (up from ฿0.19 in 2Q 2023). Revenue: ฿172.2m (up 51% from 2Q 2023). Net income: ฿36.3m (up 95% from 2Q 2023). Profit margin: 21% (up from 16% in 2Q 2023). The increase in margin was driven by higher revenue.Reported Earnings • May 15First quarter 2024 earnings released: EPS: ฿0.38 (vs ฿0.14 in 1Q 2023)First quarter 2024 results: EPS: ฿0.38 (up from ฿0.14 in 1Q 2023). Revenue: ฿160.8m (up 55% from 1Q 2023). Net income: ฿37.6m (up 170% from 1Q 2023). Profit margin: 23% (up from 13% in 1Q 2023). The increase in margin was driven by higher revenue.Upcoming Dividend • Apr 11Upcoming dividend of ฿0.25 per shareEligible shareholders must have bought the stock before 18 April 2024. Payment date: 09 May 2024. Payout ratio is a comfortable 40% but the company is not cash flow positive. Trailing yield: 2.9%. Lower than top quartile of Thai dividend payers (5.8%). Higher than average of industry peers (2.6%).New Risk • Apr 04New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Thai stocks, typically moving 6.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (32% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (6.0% average weekly change). Market cap is less than US$100m (฿1.23b market cap, or US$33.5m).Valuation Update With 7 Day Price Move • Mar 07Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ฿11.40, the stock trades at a trailing P/E ratio of 13.1x. Average trailing P/E is 13x in the Packaging industry in Thailand. Total loss to shareholders of 2.8% over the past year.お知らせ • Feb 29Sahathai Printing & Packaging Public Company Limited, Annual General Meeting, Apr 09, 2024Sahathai Printing & Packaging Public Company Limited, Annual General Meeting, Apr 09, 2024, at 14:00 SE Asia Standard Time. Agenda: To consider and adopt the Minutes of the Annual General Meeting of Shareholders 2023; To acknowledge the Board of Directors' report on the Company's Operating Results for the year ending 31 December 2023; To consider and approve Balance Sheet and Profit and Loss Statements for the fiscal period ending 31 December 2023.お知らせ • Feb 28Sahathai Printing & Packaging Public Company Limited Proposes the Dividend for the Operating Period from 01 January 2023 to 31 December, 2023. Payable on May 09, 2024Sahathai Printing & Packaging Public Company Limited proposed the Dividend of THB 0.25 per share for the Operating period from 01 January 2023 to 31 December, 2023. Payment date is 09-May-2024. Ex-dividend date is 18-Apr-2024. Record date for the right to receive dividends is 19-Apr-2024.Reported Earnings • Feb 28Full year 2023 earnings released: EPS: ฿0.87 (vs ฿1.23 in FY 2022)Full year 2023 results: EPS: ฿0.87 (down from ฿1.23 in FY 2022). Revenue: ฿511.9m (down 5.5% from FY 2022). Net income: ฿86.7m (down 21% from FY 2022). Profit margin: 17% (down from 20% in FY 2022). The decrease in margin was driven by lower revenue.Reported Earnings • Nov 09Third quarter 2023 earnings released: EPS: ฿0.23 (vs ฿0.30 in 3Q 2022)Third quarter 2023 results: EPS: ฿0.23 (down from ฿0.30 in 3Q 2022). Revenue: ฿136.9m (down 7.5% from 3Q 2022). Net income: ฿23.4m (down 21% from 3Q 2022). Profit margin: 17% (down from 20% in 3Q 2022). The decrease in margin was driven by lower revenue.お知らせ • Nov 09Sahathai Printing & Packaging Public Company Limited Announces Management ChangesSahathai Printing & Packaging Public Company Limited at its board meeting held on November 8, 2023 approved the resignation of Mr. Prasert Rojwongjaras from being a director of the Company, effective from November 9, 2023 onwards. Approved the appointment Ms. Haruethai Rojwongcharas the director to replace of Mr. Prasert Rojwongjaras, effective from November 9, 2023 onwards, new directors will have a term of office equal to the remaining term of the resigning directors. After the appointment, the Board of Directors will consist of 9 members as follows Mr. Sawong - Dhangwatnotai - Chairman of the Board of Directors, Independent Director and Member of the Audit Committee, Mr. Thanadech- Mahapokai - Vice Chairman of the Board of Directors, Independent Director and Member of the Audit Committee, Mr. Somchat - Baramichai - Vice Chairman of the Board of Directors, Independent Director and Member of the Audit Committee, Ms. Amornrat - Rotwongjarat - Director, Mr. Surasak - Rojwongcharas - Director, Mrs. Nisachol - Chaiyawat - Director, Mr. Suranai - Rojwongcharas - Director, Mr. Prasong - Rojwongjaras - Director, Ms. Haruethai - Rojwongcharas - Director.Upcoming Dividend • Aug 18Upcoming dividend of ฿0.10 per share at 3.9% yieldEligible shareholders must have bought the stock before 25 August 2023. Payment date: 08 September 2023. Payout ratio is a comfortable 45% but the company is not cash flow positive. Trailing yield: 3.9%. Lower than top quartile of Thai dividend payers (6.3%). Higher than average of industry peers (2.6%).Reported Earnings • Aug 13Second quarter 2023 earnings released: EPS: ฿0.19 (vs ฿0.39 in 2Q 2022)Second quarter 2023 results: EPS: ฿0.19 (down from ฿0.39 in 2Q 2022). Revenue: ฿113.9m (down 21% from 2Q 2022). Net income: ฿18.6m (down 41% from 2Q 2022). Profit margin: 16% (down from 22% in 2Q 2022). The decrease in margin was driven by lower revenue.お知らせ • Aug 12Sahathai Printing & Packaging Public Company Limited Announces Interim Dividend for the Operating Period from 01 January 2023 to 30 June 2023. Payable on September 08, 2023Sahathai Printing & Packaging Public Company Limited announced the Interim Dividend of THB 0.10 per share for the Operating period from 01 January 2023 to 30 June 2023. Payment date is September 08, 2023. Ex-dividend date is August 25, 2023. Record date for the right to receive dividends is August 28, 2023.お知らせ • May 19Sahathai Printing & Packaging Public Company Limited Appoints Thanadech Mahapokai and Somchat Baramichai as Vice Chairman of the Board of DirectorsSahathai Printing & Packaging Public Company Limited announced that the Company's Board of Directors' meeting (2/2023) was held on May 12, 2023, as follows; The meeting appointed Mr. Thanadech Mahapokai and Mr. Somchat Baramichai as a Vice Chairman of the Board of Directors, effective from May 12, 2023, onward.Upcoming Dividend • Apr 26Upcoming dividend of ฿0.25 per share at 5.2% yieldEligible shareholders must have bought the stock before 03 May 2023. Payment date: 25 May 2023. Payout ratio is a comfortable 37% but the company is paying out more than the cash it is generating. Trailing yield: 5.2%. Lower than top quartile of Thai dividend payers (6.2%). Higher than average of industry peers (2.5%).Valuation Update With 7 Day Price Move • Mar 20Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ฿10.10, the stock trades at a trailing P/E ratio of 8.4x. Average forward P/E is 11x in the Packaging industry in Thailand.Reported Earnings • Nov 19Third quarter 2022 earnings releasedThird quarter 2022 results: EPS: ฿0.30. Net income: ฿29.8m (up ฿29.8m from 3Q 2021). Revenue is forecast to grow 16% p.a. on average during the next 2 years, compared to a 6.1% growth forecast for the Packaging industry in Thailand.Valuation Update With 7 Day Price Move • Sep 14Investor sentiment improved over the past weekAfter last week's 18% share price gain to ฿18.20, the stock trades at a trailing P/E ratio of 15.4x. Average forward P/E is 10x in the Packaging industry in Thailand.Reported Earnings • Aug 19Second quarter 2022 earnings releasedSecond quarter 2022 results: EPS: ฿0.39. Net income: ฿31.6m (up ฿31.6m from 2Q 2021). Over the next year, revenue is forecast to grow 17%, compared to a 7.5% growth forecast for the Packaging industry in Thailand.Valuation Update With 7 Day Price Move • Jul 04Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to ฿13.60, the stock trades at a trailing P/E ratio of 11.1x. Average forward P/E is 10x in the Packaging industry in Thailand.決済の安定と成長配当データの取得安定した配当: STPは 10 年未満配当金を支払っており、この間、支払額は 変動性 が高かった。増加する配当: STPの配当金は増加していますが、同社は4年間しか配当金を支払っていません。配当利回り対市場Sahathai Printing & Packaging 配当利回り対市場STP 配当利回りは市場と比べてどうか?セグメント配当利回り会社 (STP)5.9%市場下位25% (TH)3.4%市場トップ25% (TH)7.6%業界平均 (Packaging)3.7%アナリスト予想 (STP) (最長3年)n/a注目すべき配当: STPの配当金 ( 5.93% ) はTH市場の配当金支払者の下位 25% ( 3.39% ) よりも高くなっています。高配当: STPの配当金 ( 5.93% ) はTH市場の配当金支払者の上位 25% ( 7.59% ) と比較すると低いです。株主への利益配当収益カバレッジ: STPの 配当性向 ( 39.1% ) はかなり低いため、配当金の支払いは利益によって十分にカバーされます。株主配当金キャッシュフローカバレッジ: STPは合理的な 現金配当性向 ( 51% ) を備えているため、配当金の支払いはキャッシュフローによって賄われます。高配当企業の発掘7D1Y7D1Y7D1YTH 市場の強力な配当支払い企業。View Management企業分析と財務データの現状データ最終更新日(UTC時間)企業分析2026/05/22 14:42終値2026/05/22 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Sahathai Printing & Packaging 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Nuttawut WongyaowalakGloblex Securities Co. Ltd.Supachai WattanavitheskulYuanta Securities (Thailand) Company Limited
Upcoming Dividend • Apr 10Upcoming dividend of ฿0.42 per shareEligible shareholders must have bought the stock before 17 April 2026. Payment date: 08 May 2026. Payout ratio is a comfortable 40% and this is well supported by cash flows. Trailing yield: 6.3%. Lower than top quartile of Thai dividend payers (7.4%). Higher than average of industry peers (4.1%).
Declared Dividend • Mar 01Dividend of ฿0.42 announcedShareholders will receive a dividend of ฿0.42. Ex-date: 17th April 2026 Payment date: 8th May 2026 Dividend yield will be 6.0%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is well covered by both earnings (39% earnings payout ratio) and cash flows (43% cash payout ratio). The dividend has increased by an average of 5.7% per year over the past 4 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 57% to shift the payout ratio to a potentially unsustainable range, which is more than the 44% EPS decline seen over the last 5 years.
Upcoming Dividend • Apr 09Upcoming dividend of ฿0.40 per shareEligible shareholders must have bought the stock before 16 April 2025. Payment date: 02 May 2025. Payout ratio is a comfortable 42% and this is well supported by cash flows. Trailing yield: 8.6%. Within top quartile of Thai dividend payers (8.3%). Higher than average of industry peers (5.5%).
Declared Dividend • Mar 01Final dividend increased to ฿0.40Dividend of ฿0.40 is 60% higher than last year. Ex-date: 16th April 2025 Payment date: 2nd May 2025 Dividend yield will be 6.0%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is well covered by both earnings (34% earnings payout ratio) and cash flows (45% cash payout ratio). The dividend has increased by an average of 7.7% per year over the past 3 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 62% to shift the payout ratio to a potentially unsustainable range, which is less than the 76% EPS decline seen over the last 5 years.
Declared Dividend • Aug 15First half dividend of ฿0.25 announcedShareholders will receive a dividend of ฿0.25. Ex-date: 27th August 2024 Payment date: 11th September 2024 Dividend yield will be 3.9%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is well covered by both earnings (28% earnings payout ratio) and cash flows (44% cash payout ratio). The dividend has decreased over the past 26 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to decline by 69% to shift the payout ratio to a potentially unsustainable range, which is less than the 77% EPS decline seen over the last 5 years.
Upcoming Dividend • Apr 11Upcoming dividend of ฿0.25 per shareEligible shareholders must have bought the stock before 18 April 2024. Payment date: 09 May 2024. Payout ratio is a comfortable 40% but the company is not cash flow positive. Trailing yield: 2.9%. Lower than top quartile of Thai dividend payers (5.8%). Higher than average of industry peers (2.6%).
Upcoming Dividend • Apr 10Upcoming dividend of ฿0.42 per shareEligible shareholders must have bought the stock before 17 April 2026. Payment date: 08 May 2026. Payout ratio is a comfortable 40% and this is well supported by cash flows. Trailing yield: 6.3%. Lower than top quartile of Thai dividend payers (7.4%). Higher than average of industry peers (4.1%).
Reported Earnings • Mar 03Full year 2025 earnings released: EPS: ฿1.65 (vs ฿1.53 in FY 2024)Full year 2025 results: EPS: ฿1.65 (up from ฿1.53 in FY 2024). Revenue: ฿762.5m (up 10% from FY 2024). Net income: ฿165.5m (up 8.1% from FY 2024). Profit margin: 22% (in line with FY 2024). Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
Declared Dividend • Mar 01Dividend of ฿0.42 announcedShareholders will receive a dividend of ฿0.42. Ex-date: 17th April 2026 Payment date: 8th May 2026 Dividend yield will be 6.0%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is well covered by both earnings (39% earnings payout ratio) and cash flows (43% cash payout ratio). The dividend has increased by an average of 5.7% per year over the past 4 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 57% to shift the payout ratio to a potentially unsustainable range, which is more than the 44% EPS decline seen over the last 5 years.
お知らせ • Feb 27Sahathai Printing & Packaging Public Company Limited, Annual General Meeting, Apr 08, 2026Sahathai Printing & Packaging Public Company Limited, Annual General Meeting, Apr 08, 2026, at 14:00 SE Asia Standard Time.
Reported Earnings • Nov 14Third quarter 2025 earnings released: EPS: ฿0.37 (vs ฿0.40 in 3Q 2024)Third quarter 2025 results: EPS: ฿0.37 (down from ฿0.40 in 3Q 2024). Revenue: ฿182.9m (up 1.1% from 3Q 2024). Net income: ฿36.7m (down 8.9% from 3Q 2024). Profit margin: 20% (down from 22% in 3Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.
Reported Earnings • Aug 15Second quarter 2025 earnings released: EPS: ฿0.49 (vs ฿0.36 in 2Q 2024)Second quarter 2025 results: EPS: ฿0.49 (up from ฿0.36 in 2Q 2024). Revenue: ฿203.8m (up 18% from 2Q 2024). Net income: ฿49.1m (up 35% from 2Q 2024). Profit margin: 24% (up from 21% 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 6% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
Reported Earnings • May 14First quarter 2025 earnings released: EPS: ฿0.44 (vs ฿0.38 in 1Q 2024)First quarter 2025 results: EPS: ฿0.44 (up from ฿0.38 in 1Q 2024). Revenue: ฿195.2m (up 21% from 1Q 2024). Net income: ฿43.7m (up 16% from 1Q 2024). Profit margin: 22% (down from 23% in 1Q 2024). The decrease in margin was driven by higher expenses.
Upcoming Dividend • Apr 09Upcoming dividend of ฿0.40 per shareEligible shareholders must have bought the stock before 16 April 2025. Payment date: 02 May 2025. Payout ratio is a comfortable 42% and this is well supported by cash flows. Trailing yield: 8.6%. Within top quartile of Thai dividend payers (8.3%). Higher than average of industry peers (5.5%).
Declared Dividend • Mar 01Final dividend increased to ฿0.40Dividend of ฿0.40 is 60% higher than last year. Ex-date: 16th April 2025 Payment date: 2nd May 2025 Dividend yield will be 6.0%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is well covered by both earnings (34% earnings payout ratio) and cash flows (45% cash payout ratio). The dividend has increased by an average of 7.7% per year over the past 3 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 62% to shift the payout ratio to a potentially unsustainable range, which is less than the 76% EPS decline seen over the last 5 years.
Reported Earnings • Feb 28Full year 2024 earnings released: EPS: ฿1.53 (vs ฿0.87 in FY 2023)Full year 2024 results: EPS: ฿1.53 (up from ฿0.87 in FY 2023). Revenue: ฿692.1m (up 35% from FY 2023). Net income: ฿153.1m (up 77% from FY 2023). Profit margin: 22% (up from 17% in FY 2023). The increase in margin was driven by higher revenue.
お知らせ • Feb 28Sahathai Printing & Packaging Public Company Limited, Annual General Meeting, Apr 04, 2025Sahathai Printing & Packaging Public Company Limited, Annual General Meeting, Apr 04, 2025, at 14:00 SE Asia Standard Time.
Declared Dividend • Aug 15First half dividend of ฿0.25 announcedShareholders will receive a dividend of ฿0.25. Ex-date: 27th August 2024 Payment date: 11th September 2024 Dividend yield will be 3.9%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is well covered by both earnings (28% earnings payout ratio) and cash flows (44% cash payout ratio). The dividend has decreased over the past 26 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to decline by 69% to shift the payout ratio to a potentially unsustainable range, which is less than the 77% EPS decline seen over the last 5 years.
Reported Earnings • Aug 14Second quarter 2024 earnings released: EPS: ฿0.36 (vs ฿0.19 in 2Q 2023)Second quarter 2024 results: EPS: ฿0.36 (up from ฿0.19 in 2Q 2023). Revenue: ฿172.2m (up 51% from 2Q 2023). Net income: ฿36.3m (up 95% from 2Q 2023). Profit margin: 21% (up from 16% in 2Q 2023). The increase in margin was driven by higher revenue.
Reported Earnings • May 15First quarter 2024 earnings released: EPS: ฿0.38 (vs ฿0.14 in 1Q 2023)First quarter 2024 results: EPS: ฿0.38 (up from ฿0.14 in 1Q 2023). Revenue: ฿160.8m (up 55% from 1Q 2023). Net income: ฿37.6m (up 170% from 1Q 2023). Profit margin: 23% (up from 13% in 1Q 2023). The increase in margin was driven by higher revenue.
Upcoming Dividend • Apr 11Upcoming dividend of ฿0.25 per shareEligible shareholders must have bought the stock before 18 April 2024. Payment date: 09 May 2024. Payout ratio is a comfortable 40% but the company is not cash flow positive. Trailing yield: 2.9%. Lower than top quartile of Thai dividend payers (5.8%). Higher than average of industry peers (2.6%).
New Risk • Apr 04New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Thai stocks, typically moving 6.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (32% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (6.0% average weekly change). Market cap is less than US$100m (฿1.23b market cap, or US$33.5m).
Valuation Update With 7 Day Price Move • Mar 07Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ฿11.40, the stock trades at a trailing P/E ratio of 13.1x. Average trailing P/E is 13x in the Packaging industry in Thailand. Total loss to shareholders of 2.8% over the past year.
お知らせ • Feb 29Sahathai Printing & Packaging Public Company Limited, Annual General Meeting, Apr 09, 2024Sahathai Printing & Packaging Public Company Limited, Annual General Meeting, Apr 09, 2024, at 14:00 SE Asia Standard Time. Agenda: To consider and adopt the Minutes of the Annual General Meeting of Shareholders 2023; To acknowledge the Board of Directors' report on the Company's Operating Results for the year ending 31 December 2023; To consider and approve Balance Sheet and Profit and Loss Statements for the fiscal period ending 31 December 2023.
お知らせ • Feb 28Sahathai Printing & Packaging Public Company Limited Proposes the Dividend for the Operating Period from 01 January 2023 to 31 December, 2023. Payable on May 09, 2024Sahathai Printing & Packaging Public Company Limited proposed the Dividend of THB 0.25 per share for the Operating period from 01 January 2023 to 31 December, 2023. Payment date is 09-May-2024. Ex-dividend date is 18-Apr-2024. Record date for the right to receive dividends is 19-Apr-2024.
Reported Earnings • Feb 28Full year 2023 earnings released: EPS: ฿0.87 (vs ฿1.23 in FY 2022)Full year 2023 results: EPS: ฿0.87 (down from ฿1.23 in FY 2022). Revenue: ฿511.9m (down 5.5% from FY 2022). Net income: ฿86.7m (down 21% from FY 2022). Profit margin: 17% (down from 20% in FY 2022). The decrease in margin was driven by lower revenue.
Reported Earnings • Nov 09Third quarter 2023 earnings released: EPS: ฿0.23 (vs ฿0.30 in 3Q 2022)Third quarter 2023 results: EPS: ฿0.23 (down from ฿0.30 in 3Q 2022). Revenue: ฿136.9m (down 7.5% from 3Q 2022). Net income: ฿23.4m (down 21% from 3Q 2022). Profit margin: 17% (down from 20% in 3Q 2022). The decrease in margin was driven by lower revenue.
お知らせ • Nov 09Sahathai Printing & Packaging Public Company Limited Announces Management ChangesSahathai Printing & Packaging Public Company Limited at its board meeting held on November 8, 2023 approved the resignation of Mr. Prasert Rojwongjaras from being a director of the Company, effective from November 9, 2023 onwards. Approved the appointment Ms. Haruethai Rojwongcharas the director to replace of Mr. Prasert Rojwongjaras, effective from November 9, 2023 onwards, new directors will have a term of office equal to the remaining term of the resigning directors. After the appointment, the Board of Directors will consist of 9 members as follows Mr. Sawong - Dhangwatnotai - Chairman of the Board of Directors, Independent Director and Member of the Audit Committee, Mr. Thanadech- Mahapokai - Vice Chairman of the Board of Directors, Independent Director and Member of the Audit Committee, Mr. Somchat - Baramichai - Vice Chairman of the Board of Directors, Independent Director and Member of the Audit Committee, Ms. Amornrat - Rotwongjarat - Director, Mr. Surasak - Rojwongcharas - Director, Mrs. Nisachol - Chaiyawat - Director, Mr. Suranai - Rojwongcharas - Director, Mr. Prasong - Rojwongjaras - Director, Ms. Haruethai - Rojwongcharas - Director.
Upcoming Dividend • Aug 18Upcoming dividend of ฿0.10 per share at 3.9% yieldEligible shareholders must have bought the stock before 25 August 2023. Payment date: 08 September 2023. Payout ratio is a comfortable 45% but the company is not cash flow positive. Trailing yield: 3.9%. Lower than top quartile of Thai dividend payers (6.3%). Higher than average of industry peers (2.6%).
Reported Earnings • Aug 13Second quarter 2023 earnings released: EPS: ฿0.19 (vs ฿0.39 in 2Q 2022)Second quarter 2023 results: EPS: ฿0.19 (down from ฿0.39 in 2Q 2022). Revenue: ฿113.9m (down 21% from 2Q 2022). Net income: ฿18.6m (down 41% from 2Q 2022). Profit margin: 16% (down from 22% in 2Q 2022). The decrease in margin was driven by lower revenue.
お知らせ • Aug 12Sahathai Printing & Packaging Public Company Limited Announces Interim Dividend for the Operating Period from 01 January 2023 to 30 June 2023. Payable on September 08, 2023Sahathai Printing & Packaging Public Company Limited announced the Interim Dividend of THB 0.10 per share for the Operating period from 01 January 2023 to 30 June 2023. Payment date is September 08, 2023. Ex-dividend date is August 25, 2023. Record date for the right to receive dividends is August 28, 2023.
お知らせ • May 19Sahathai Printing & Packaging Public Company Limited Appoints Thanadech Mahapokai and Somchat Baramichai as Vice Chairman of the Board of DirectorsSahathai Printing & Packaging Public Company Limited announced that the Company's Board of Directors' meeting (2/2023) was held on May 12, 2023, as follows; The meeting appointed Mr. Thanadech Mahapokai and Mr. Somchat Baramichai as a Vice Chairman of the Board of Directors, effective from May 12, 2023, onward.
Upcoming Dividend • Apr 26Upcoming dividend of ฿0.25 per share at 5.2% yieldEligible shareholders must have bought the stock before 03 May 2023. Payment date: 25 May 2023. Payout ratio is a comfortable 37% but the company is paying out more than the cash it is generating. Trailing yield: 5.2%. Lower than top quartile of Thai dividend payers (6.2%). Higher than average of industry peers (2.5%).
Valuation Update With 7 Day Price Move • Mar 20Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ฿10.10, the stock trades at a trailing P/E ratio of 8.4x. Average forward P/E is 11x in the Packaging industry in Thailand.
Reported Earnings • Nov 19Third quarter 2022 earnings releasedThird quarter 2022 results: EPS: ฿0.30. Net income: ฿29.8m (up ฿29.8m from 3Q 2021). Revenue is forecast to grow 16% p.a. on average during the next 2 years, compared to a 6.1% growth forecast for the Packaging industry in Thailand.
Valuation Update With 7 Day Price Move • Sep 14Investor sentiment improved over the past weekAfter last week's 18% share price gain to ฿18.20, the stock trades at a trailing P/E ratio of 15.4x. Average forward P/E is 10x in the Packaging industry in Thailand.
Reported Earnings • Aug 19Second quarter 2022 earnings releasedSecond quarter 2022 results: EPS: ฿0.39. Net income: ฿31.6m (up ฿31.6m from 2Q 2021). Over the next year, revenue is forecast to grow 17%, compared to a 7.5% growth forecast for the Packaging industry in Thailand.
Valuation Update With 7 Day Price Move • Jul 04Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to ฿13.60, the stock trades at a trailing P/E ratio of 11.1x. Average forward P/E is 10x in the Packaging industry in Thailand.