View ValuationThai Mitsuwa 将来の成長Future 基準チェック /06現在、 Thai Mitsuwaの成長と収益を予測するのに十分なアナリストの調査がありません。主要情報n/a収益成長率n/aEPS成長率Chemicals 収益成長63.7%収益成長率n/a将来の株主資本利益率n/aアナリストカバレッジNone最終更新日n/a今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesReported Earnings • Feb 16Third quarter 2026 earnings released: EPS: ฿3.39 (vs ฿3.29 in 3Q 2025)Third quarter 2026 results: EPS: ฿3.39 (up from ฿3.29 in 3Q 2025). Revenue: ฿1.06b (up 9.5% from 3Q 2025). Net income: ฿135.4m (up 3.2% from 3Q 2025). Profit margin: 13% (in line with 3Q 2025). Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.Reported Earnings • Nov 14Second quarter 2026 earnings released: EPS: ฿4.20 (vs ฿3.44 in 2Q 2025)Second quarter 2026 results: EPS: ฿4.20 (up from ฿3.44 in 2Q 2025). Revenue: ฿1.10b (up 2.1% from 2Q 2025). Net income: ฿167.4m (up 22% from 2Q 2025). Profit margin: 15% (up from 13% in 2Q 2025). Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.Reported Earnings • Aug 16First quarter 2026 earnings released: EPS: ฿3.88 (vs ฿3.36 in 1Q 2025)First quarter 2026 results: EPS: ฿3.88 (up from ฿3.36 in 1Q 2025). Revenue: ฿1.07b (up 6.4% from 1Q 2025). Net income: ฿154.6m (up 15% from 1Q 2025). Profit margin: 14% (up from 13% in 1Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.お知らせ • Jul 18Thai Mitsuwa Public Company Limited Declares Dividend for Fiscal Year Ended March 31, 2025, Payable on August 13 , 2025Thai Mitsuwa Public Company Limited announced at the AGM held on July 18, 2025, approved the payment of dividends for the fiscal year 2024, from April 1, 2024, to March 31, 2025, at a rate of THB 3.61 per share, totaling THB 144,039,000, which is 30.07 % of the net profit. The dividend payment is scheduled for August 13, 2025.Upcoming Dividend • Jul 18Upcoming dividend of ฿3.61 per shareEligible shareholders must have bought the stock before 25 July 2025. Payment date: 13 August 2025. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 8.0%. Lower than top quartile of Thai dividend payers (8.2%). Higher than average of industry peers (3.2%).Reported Earnings • Jun 03Full year 2025 earnings released: EPS: ฿12.00 (vs ฿13.82 in FY 2024)Full year 2025 results: EPS: ฿12.00 (down from ฿13.82 in FY 2024). Revenue: ฿3.92b (down 3.5% from FY 2024). Net income: ฿479.0m (down 13% from FY 2024). Profit margin: 12% (down from 14% in FY 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.Declared Dividend • Jun 01Dividend reduced to ฿3.61Dividend of ฿3.61 is 13% lower than last year. Ex-date: 25th July 2025 Payment date: 13th August 2025 Dividend yield will be 6.5%, which is higher than the industry average of 3.8%. Sustainability & Growth Dividend is well covered by both earnings (30% earnings payout ratio) and cash flows (37% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 19% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.お知らせ • May 30+ 1 more updateThai Mitsuwa Public Company Limited, Annual General Meeting, Jul 18, 2025Thai Mitsuwa Public Company Limited, Annual General Meeting, Jul 18, 2025, at 13:30 SE Asia Standard Time.お知らせ • Mar 30Thai Mitsuwa Public Company Limited Announces Company Secretary ChangesThai Mitsuwa Public Company Limited announced the resignation of Mr. Tetsuji Takeguchi as Company Secretary, Effective Date of Termination: 31-Mar-2025 and appointed Mr. Masahiro Funada as Company Secretary,Effective Date of Appointment: 01-Apr-2025.Reported Earnings • Feb 15Third quarter 2025 earnings released: EPS: ฿3.29 (vs ฿3.71 in 3Q 2024)Third quarter 2025 results: EPS: ฿3.29 (down from ฿3.71 in 3Q 2024). Revenue: ฿970.1m (down 4.6% from 3Q 2024). Net income: ฿131.2m (down 11% from 3Q 2024). Profit margin: 14% (down from 15% in 3Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 58% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.Reported Earnings • Aug 14First quarter 2025 earnings released: EPS: ฿3.36 (vs ฿2.69 in 1Q 2024)First quarter 2025 results: EPS: ฿3.36 (up from ฿2.69 in 1Q 2024). Revenue: ฿1.01b (up 3.1% from 1Q 2024). Net income: ฿134.0m (up 25% from 1Q 2024). Profit margin: 13% (up from 11% in 1Q 2024). Over the last 3 years on average, earnings per share has increased by 59% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.Buy Or Sell Opportunity • Aug 02Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 20% to ฿49.75. The fair value is estimated to be ฿62.96, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 60%.Valuation Update With 7 Day Price Move • Jul 31Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ฿50.25, the stock trades at a trailing P/E ratio of 3.6x. Average trailing P/E is 13x in the Chemicals industry in Thailand. Total returns to shareholders of 75% over the past three years.Upcoming Dividend • Jul 23Upcoming dividend of ฿4.15 per shareEligible shareholders must have bought the stock before 30 July 2024. Payment date: 16 August 2024. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 6.7%. Within top quartile of Thai dividend payers (6.6%). Higher than average of industry peers (3.3%).Declared Dividend • Jun 01Dividend increased to ฿4.15Dividend of ฿4.15 is 144% higher than last year. Ex-date: 30th July 2024 Payment date: 16th August 2024 Dividend yield will be 6.5%, which is higher than the industry average of 3.8%. Sustainability & Growth Dividend is well covered by both earnings (15% earnings payout ratio) and cash flows (17% cash payout ratio). The dividend has increased by an average of 3.5% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 8.3% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.お知らせ • May 31+ 1 more updateThai Mitsuwa Public Company Limited, Annual General Meeting, Jul 19, 2024Thai Mitsuwa Public Company Limited, Annual General Meeting, Jul 19, 2024, at 10:00 SE Asia Standard Time. Location: thai mitsuwa public company 31 moo2, bangchang amuphur muang, pathum thani, ThailandReported Earnings • May 30Full year 2024 earnings released: EPS: ฿13.82 (vs ฿5.64 in FY 2023)Full year 2024 results: EPS: ฿13.82 (up from ฿5.64 in FY 2023). Revenue: ฿4.06b (up 9.4% from FY 2023). Net income: ฿551.6m (up 145% from FY 2023). Profit margin: 14% (up from 6.1% in FY 2023). Over the last 3 years on average, earnings per share has increased by 60% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.Reported Earnings • Feb 15Third quarter 2024 earnings released: EPS: ฿3.71 (vs ฿1.92 in 3Q 2023)Third quarter 2024 results: EPS: ฿3.71 (up from ฿1.92 in 3Q 2023). Revenue: ฿1.02b (up 1.4% from 3Q 2023). Net income: ฿148.1m (up 93% from 3Q 2023). Profit margin: 15% (up from 7.6% in 3Q 2023). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 56% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.Buy Or Sell Opportunity • Feb 07Now 22% undervaluedOver the last 90 days, the stock has risen 43% to ฿55.75. The fair value is estimated to be ฿71.21, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 45%.Valuation Update With 7 Day Price Move • Feb 07Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ฿57.00, the stock trades at a trailing P/E ratio of 6x. Average trailing P/E is 19x in the Chemicals industry in Thailand. Total returns to shareholders of 72% over the past three years.New Risk • Feb 05New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Thai stocks, typically moving 6.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 12% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.4% average weekly change). Market cap is less than US$100m (฿2.21b market cap, or US$61.9m).Valuation Update With 7 Day Price Move • Nov 28Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ฿52.75, the stock trades at a trailing P/E ratio of 5.5x. Average trailing P/E is 20x in the Chemicals industry in Thailand. Total returns to shareholders of 63% over the past three years.Reported Earnings • Nov 14Second quarter 2024 earnings released: EPS: ฿3.59 (vs ฿1.83 in 2Q 2023)Second quarter 2024 results: EPS: ฿3.59 (up from ฿1.83 in 2Q 2023). Revenue: ฿1.06b (up 13% from 2Q 2023). Net income: ฿143.2m (up 96% from 2Q 2023). Profit margin: 14% (up from 7.8% in 2Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.Reported Earnings • Aug 12First quarter 2024 earnings released: EPS: ฿2.69 (vs ฿0.58 in 1Q 2023)First quarter 2024 results: EPS: ฿2.69 (up from ฿0.58 in 1Q 2023). Revenue: ฿978.8m (up 16% from 1Q 2023). Net income: ฿107.4m (up 361% from 1Q 2023). Profit margin: 11% (up from 2.8% in 1Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Aug 11Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ฿42.00, the stock trades at a trailing P/E ratio of 7.5x. Average trailing P/E is 18x in the Chemicals industry in Thailand. Total returns to shareholders of 42% over the past three years.お知らせ • Jul 15Thai Mitsuwa Public Company Limited Approves Cash Dividend for the from 1 April 2022 to 31 March 2023, Payable on 11 August 2023Thai Mitsuwa Public Company Limited approved the allocation of net profit for the year 2022 (for the operating results from 1 April 2022 31 March 2023) and the annual dividend payment at THB 1.70 per share, totaling THB 67,830,000.00 (sixty seven million eight hundred and thirty thousand only) or 30.16% of the net profit on the income statement. The dividend payment is dated on 11 August 2023.Upcoming Dividend • Jul 14Upcoming dividend of ฿1.70 per share at 4.4% yieldEligible shareholders must have bought the stock before 21 July 2023. Payment date: 11 August 2023. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 4.4%. Lower than top quartile of Thai dividend payers (6.5%). Higher than average of industry peers (3.1%).Reported Earnings • May 30Full year 2023 earnings released: EPS: ฿5.64 (vs ฿2.98 in FY 2022)Full year 2023 results: EPS: ฿5.64 (up from ฿2.98 in FY 2022). Revenue: ฿3.71b (up 21% from FY 2022). Net income: ฿224.9m (up 89% from FY 2022). Profit margin: 6.1% (up from 3.9% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 7% per year.Reported Earnings • Nov 19Second quarter 2023 earnings released: EPS: ฿1.83 (vs ฿1.13 in 2Q 2022)Second quarter 2023 results: EPS: ฿1.83 (up from ฿1.13 in 2Q 2022). Revenue: ฿947.9m (up 21% from 2Q 2022). Net income: ฿73.0m (up 63% from 2Q 2022). Profit margin: 7.7% (up from 5.7% in 2Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.Board Change • Nov 16Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 2 highly experienced directors. Independent Director Patchara Kaewnukul was the last director to join the board, commencing their role in 2010. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.Reported Earnings • Aug 17First quarter 2023 earnings releasedFirst quarter 2023 results: Revenue: ฿843.0m (up 18% from 1Q 2022). Net income: ฿23.3m (down 48% from 1Q 2022). Profit margin: 2.8% (down from 6.2% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 43% 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.Upcoming Dividend • Jul 27Upcoming dividend of ฿0.90 per shareEligible shareholders must have bought the stock before 03 August 2022. Payment date: 22 August 2022. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of Thai dividend payers (5.5%). Lower than average of industry peers (4.9%).Reported Earnings • Jun 02Full year 2022 earnings released: EPS: ฿2.98 (vs ฿1.53 in FY 2021)Full year 2022 results: EPS: ฿2.98 (up from ฿1.53 in FY 2021). Revenue: ฿3.08b (up 24% from FY 2021). Net income: ฿119.0m (up 96% from FY 2021). Profit margin: 3.9% (up from 2.5% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has only fallen by 18% per year, which means it has not declined as severely as earnings.Board Change • Apr 27Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 2 highly experienced directors. Independent Director Patchara Kaewnukul was the last director to join the board, commencing their role in 2010. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.Reported Earnings • Feb 15Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: ฿0.67 (down from ฿0.90 in 3Q 2021). Revenue: ฿807.6m (up 8.8% from 3Q 2021). Net income: ฿26.6m (down 26% from 3Q 2021). Profit margin: 3.3% (down from 4.8% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has fallen by 47% per year but the company’s share price has only fallen by 19% per year, which means it has not declined as severely as earnings.Reported Earnings • Nov 17Second quarter 2022 earnings released: EPS ฿1.12 (vs ฿1.42 in 2Q 2021)The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2022 results: Revenue: ฿785.7m (up 29% from 2Q 2021). Net income: ฿44.9m (down 21% from 2Q 2021). Profit margin: 5.7% (down from 9.3% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 48% per year but the company’s share price has only fallen by 18% per year, which means it has not declined as severely as earnings.Reported Earnings • Aug 18First quarter 2022 earnings released: EPS ฿1.11 (vs ฿1.34 loss in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: ฿716.6m (up 73% from 1Q 2021). Net income: ฿44.4m (up ฿98.1m from 1Q 2021). Profit margin: 6.2% (up from net loss in 1Q 2021). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 47% per year but the company’s share price has only fallen by 21% per year, which means it has not declined as severely as earnings.Upcoming Dividend • Jul 28Upcoming dividend of ฿0.46 per shareEligible shareholders must have bought the stock before 04 August 2021. Payment date: 23 August 2021. Trailing yield: 1.4%. Lower than top quartile of Thai dividend payers (4.9%). Lower than average of industry peers (2.0%).Reported Earnings • Jun 02Full year 2021 earnings released: EPS ฿1.53 (vs ฿5.91 in FY 2020)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: ฿2.48b (down 15% from FY 2020). Net income: ฿60.8m (down 74% from FY 2020). Profit margin: 2.5% (down from 8.0% in FY 2020). Over the last 3 years on average, earnings per share has fallen by 44% 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.Reported Earnings • Feb 13Third quarter 2021 earnings released: EPS ฿0.90 (vs ฿2.35 in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: ฿742.4m (down 8.2% from 3Q 2020). Net income: ฿36.0m (down 62% from 3Q 2020). Profit margin: 4.8% (down from 12% in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 32% 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.Is New 90 Day High Low • Feb 11New 90-day high: ฿36.50The company is up 12% from its price of ฿32.50 on 13 November 2020. The Thai market is up 14% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 31% over the same period.Is New 90 Day High Low • Dec 17New 90-day high: ฿35.75The company is up 22% from its price of ฿29.25 on 18 September 2020. The Thai market is up 16% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Chemicals industry, which is up 35% over the same period.Reported Earnings • Nov 18Second quarter 2021 earnings released: EPS ฿1.42The company reported a soft second quarter result with weaker earnings and revenues, although profit margins were improved. Second quarter 2021 results: Revenue: ฿608.2m (down 19% from 2Q 2020). Net income: ฿56.6m (down 7.3% from 2Q 2020). Profit margin: 9.3% (up from 8.1% in 2Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 19% per year and the company’s share price has also fallen by 19% per year.Is New 90 Day High Low • Nov 11New 90-day high: ฿32.50The company is up 4.0% from its price of ฿31.25 on 13 August 2020. The Thai market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 2.0% over the same period.Is New 90 Day High Low • Oct 07New 90-day low: ฿28.75The company is down 23% from its price of ฿37.25 on 09 July 2020. The Thai market is down 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is down 9.0% 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、Thai Mitsuwa 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:TMW - 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12/31/20254,098534153640N/A9/30/20253,988530286734N/A6/30/20253,977500239714N/A3/31/20253,919479303789N/A12/31/20244,059556452811N/A9/30/20244,106572463848N/A6/30/20244,084578525836N/A3/31/20244,059552396681N/A12/31/20233,976451235517N/A9/30/20233,962379219448N/A6/30/20233,845309289478N/A3/31/20233,709225366486N/A12/31/20223,555176334486N/A9/30/20223,360126233444N/A6/30/20223,20598152336N/A3/31/20223,079119114367N/A12/31/20213,028138214409N/A9/30/20212,963147313429N/A6/30/20212,785159310426N/A3/31/20212,48361230303N/A12/31/20202,3996868325N/A9/30/20202,465126-91337N/A6/30/20202,608130-251362N/A3/31/20202,928236-120486N/A12/31/20193,079279-222413N/A9/30/20193,149288N/A475N/A6/30/20193,250336N/A501N/A3/31/20193,295371N/A471N/A12/31/20183,235381N/A547N/A9/30/20183,101377N/A458N/A6/30/20183,024359N/A518N/A3/31/20182,968334N/A474N/A12/31/20172,853291N/A445N/A9/30/20172,780258N/A391N/A6/30/20172,611206N/A336N/A3/31/20172,468175N/A360N/A12/31/20162,425172N/A322N/A9/30/20162,341158N/A300N/A6/30/20162,275142N/A245N/A3/31/20162,193138N/A219N/A12/31/20152,110132N/A220N/A9/30/20152,054119N/A237N/A6/30/20152,028136N/A237N/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: TMW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: TMW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: TMW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: TMW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: TMW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: TMW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2026/05/15 12:32終値2026/05/15 00:00収益2025/12/31年間収益2025/03/31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Thai Mitsuwa Public Company Limited 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。0
Reported Earnings • Feb 16Third quarter 2026 earnings released: EPS: ฿3.39 (vs ฿3.29 in 3Q 2025)Third quarter 2026 results: EPS: ฿3.39 (up from ฿3.29 in 3Q 2025). Revenue: ฿1.06b (up 9.5% from 3Q 2025). Net income: ฿135.4m (up 3.2% from 3Q 2025). Profit margin: 13% (in line with 3Q 2025). Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Nov 14Second quarter 2026 earnings released: EPS: ฿4.20 (vs ฿3.44 in 2Q 2025)Second quarter 2026 results: EPS: ฿4.20 (up from ฿3.44 in 2Q 2025). Revenue: ฿1.10b (up 2.1% from 2Q 2025). Net income: ฿167.4m (up 22% from 2Q 2025). Profit margin: 15% (up from 13% in 2Q 2025). Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Aug 16First quarter 2026 earnings released: EPS: ฿3.88 (vs ฿3.36 in 1Q 2025)First quarter 2026 results: EPS: ฿3.88 (up from ฿3.36 in 1Q 2025). Revenue: ฿1.07b (up 6.4% from 1Q 2025). Net income: ฿154.6m (up 15% from 1Q 2025). Profit margin: 14% (up from 13% in 1Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.
お知らせ • Jul 18Thai Mitsuwa Public Company Limited Declares Dividend for Fiscal Year Ended March 31, 2025, Payable on August 13 , 2025Thai Mitsuwa Public Company Limited announced at the AGM held on July 18, 2025, approved the payment of dividends for the fiscal year 2024, from April 1, 2024, to March 31, 2025, at a rate of THB 3.61 per share, totaling THB 144,039,000, which is 30.07 % of the net profit. The dividend payment is scheduled for August 13, 2025.
Upcoming Dividend • Jul 18Upcoming dividend of ฿3.61 per shareEligible shareholders must have bought the stock before 25 July 2025. Payment date: 13 August 2025. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 8.0%. Lower than top quartile of Thai dividend payers (8.2%). Higher than average of industry peers (3.2%).
Reported Earnings • Jun 03Full year 2025 earnings released: EPS: ฿12.00 (vs ฿13.82 in FY 2024)Full year 2025 results: EPS: ฿12.00 (down from ฿13.82 in FY 2024). Revenue: ฿3.92b (down 3.5% from FY 2024). Net income: ฿479.0m (down 13% from FY 2024). Profit margin: 12% (down from 14% in FY 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.
Declared Dividend • Jun 01Dividend reduced to ฿3.61Dividend of ฿3.61 is 13% lower than last year. Ex-date: 25th July 2025 Payment date: 13th August 2025 Dividend yield will be 6.5%, which is higher than the industry average of 3.8%. Sustainability & Growth Dividend is well covered by both earnings (30% earnings payout ratio) and cash flows (37% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 19% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
お知らせ • May 30+ 1 more updateThai Mitsuwa Public Company Limited, Annual General Meeting, Jul 18, 2025Thai Mitsuwa Public Company Limited, Annual General Meeting, Jul 18, 2025, at 13:30 SE Asia Standard Time.
お知らせ • Mar 30Thai Mitsuwa Public Company Limited Announces Company Secretary ChangesThai Mitsuwa Public Company Limited announced the resignation of Mr. Tetsuji Takeguchi as Company Secretary, Effective Date of Termination: 31-Mar-2025 and appointed Mr. Masahiro Funada as Company Secretary,Effective Date of Appointment: 01-Apr-2025.
Reported Earnings • Feb 15Third quarter 2025 earnings released: EPS: ฿3.29 (vs ฿3.71 in 3Q 2024)Third quarter 2025 results: EPS: ฿3.29 (down from ฿3.71 in 3Q 2024). Revenue: ฿970.1m (down 4.6% from 3Q 2024). Net income: ฿131.2m (down 11% from 3Q 2024). Profit margin: 14% (down from 15% in 3Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 58% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Aug 14First quarter 2025 earnings released: EPS: ฿3.36 (vs ฿2.69 in 1Q 2024)First quarter 2025 results: EPS: ฿3.36 (up from ฿2.69 in 1Q 2024). Revenue: ฿1.01b (up 3.1% from 1Q 2024). Net income: ฿134.0m (up 25% from 1Q 2024). Profit margin: 13% (up from 11% in 1Q 2024). Over the last 3 years on average, earnings per share has increased by 59% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.
Buy Or Sell Opportunity • Aug 02Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 20% to ฿49.75. The fair value is estimated to be ฿62.96, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 60%.
Valuation Update With 7 Day Price Move • Jul 31Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ฿50.25, the stock trades at a trailing P/E ratio of 3.6x. Average trailing P/E is 13x in the Chemicals industry in Thailand. Total returns to shareholders of 75% over the past three years.
Upcoming Dividend • Jul 23Upcoming dividend of ฿4.15 per shareEligible shareholders must have bought the stock before 30 July 2024. Payment date: 16 August 2024. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 6.7%. Within top quartile of Thai dividend payers (6.6%). Higher than average of industry peers (3.3%).
Declared Dividend • Jun 01Dividend increased to ฿4.15Dividend of ฿4.15 is 144% higher than last year. Ex-date: 30th July 2024 Payment date: 16th August 2024 Dividend yield will be 6.5%, which is higher than the industry average of 3.8%. Sustainability & Growth Dividend is well covered by both earnings (15% earnings payout ratio) and cash flows (17% cash payout ratio). The dividend has increased by an average of 3.5% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 8.3% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
お知らせ • May 31+ 1 more updateThai Mitsuwa Public Company Limited, Annual General Meeting, Jul 19, 2024Thai Mitsuwa Public Company Limited, Annual General Meeting, Jul 19, 2024, at 10:00 SE Asia Standard Time. Location: thai mitsuwa public company 31 moo2, bangchang amuphur muang, pathum thani, Thailand
Reported Earnings • May 30Full year 2024 earnings released: EPS: ฿13.82 (vs ฿5.64 in FY 2023)Full year 2024 results: EPS: ฿13.82 (up from ฿5.64 in FY 2023). Revenue: ฿4.06b (up 9.4% from FY 2023). Net income: ฿551.6m (up 145% from FY 2023). Profit margin: 14% (up from 6.1% in FY 2023). Over the last 3 years on average, earnings per share has increased by 60% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Feb 15Third quarter 2024 earnings released: EPS: ฿3.71 (vs ฿1.92 in 3Q 2023)Third quarter 2024 results: EPS: ฿3.71 (up from ฿1.92 in 3Q 2023). Revenue: ฿1.02b (up 1.4% from 3Q 2023). Net income: ฿148.1m (up 93% from 3Q 2023). Profit margin: 15% (up from 7.6% in 3Q 2023). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 56% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.
Buy Or Sell Opportunity • Feb 07Now 22% undervaluedOver the last 90 days, the stock has risen 43% to ฿55.75. The fair value is estimated to be ฿71.21, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 45%.
Valuation Update With 7 Day Price Move • Feb 07Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ฿57.00, the stock trades at a trailing P/E ratio of 6x. Average trailing P/E is 19x in the Chemicals industry in Thailand. Total returns to shareholders of 72% over the past three years.
New Risk • Feb 05New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Thai stocks, typically moving 6.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 12% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.4% average weekly change). Market cap is less than US$100m (฿2.21b market cap, or US$61.9m).
Valuation Update With 7 Day Price Move • Nov 28Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ฿52.75, the stock trades at a trailing P/E ratio of 5.5x. Average trailing P/E is 20x in the Chemicals industry in Thailand. Total returns to shareholders of 63% over the past three years.
Reported Earnings • Nov 14Second quarter 2024 earnings released: EPS: ฿3.59 (vs ฿1.83 in 2Q 2023)Second quarter 2024 results: EPS: ฿3.59 (up from ฿1.83 in 2Q 2023). Revenue: ฿1.06b (up 13% from 2Q 2023). Net income: ฿143.2m (up 96% from 2Q 2023). Profit margin: 14% (up from 7.8% in 2Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Aug 12First quarter 2024 earnings released: EPS: ฿2.69 (vs ฿0.58 in 1Q 2023)First quarter 2024 results: EPS: ฿2.69 (up from ฿0.58 in 1Q 2023). Revenue: ฿978.8m (up 16% from 1Q 2023). Net income: ฿107.4m (up 361% from 1Q 2023). Profit margin: 11% (up from 2.8% in 1Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Aug 11Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ฿42.00, the stock trades at a trailing P/E ratio of 7.5x. Average trailing P/E is 18x in the Chemicals industry in Thailand. Total returns to shareholders of 42% over the past three years.
お知らせ • Jul 15Thai Mitsuwa Public Company Limited Approves Cash Dividend for the from 1 April 2022 to 31 March 2023, Payable on 11 August 2023Thai Mitsuwa Public Company Limited approved the allocation of net profit for the year 2022 (for the operating results from 1 April 2022 31 March 2023) and the annual dividend payment at THB 1.70 per share, totaling THB 67,830,000.00 (sixty seven million eight hundred and thirty thousand only) or 30.16% of the net profit on the income statement. The dividend payment is dated on 11 August 2023.
Upcoming Dividend • Jul 14Upcoming dividend of ฿1.70 per share at 4.4% yieldEligible shareholders must have bought the stock before 21 July 2023. Payment date: 11 August 2023. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 4.4%. Lower than top quartile of Thai dividend payers (6.5%). Higher than average of industry peers (3.1%).
Reported Earnings • May 30Full year 2023 earnings released: EPS: ฿5.64 (vs ฿2.98 in FY 2022)Full year 2023 results: EPS: ฿5.64 (up from ฿2.98 in FY 2022). Revenue: ฿3.71b (up 21% from FY 2022). Net income: ฿224.9m (up 89% from FY 2022). Profit margin: 6.1% (up from 3.9% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 7% per year.
Reported Earnings • Nov 19Second quarter 2023 earnings released: EPS: ฿1.83 (vs ฿1.13 in 2Q 2022)Second quarter 2023 results: EPS: ฿1.83 (up from ฿1.13 in 2Q 2022). Revenue: ฿947.9m (up 21% from 2Q 2022). Net income: ฿73.0m (up 63% from 2Q 2022). Profit margin: 7.7% (up from 5.7% in 2Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.
Board Change • Nov 16Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 2 highly experienced directors. Independent Director Patchara Kaewnukul was the last director to join the board, commencing their role in 2010. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
Reported Earnings • Aug 17First quarter 2023 earnings releasedFirst quarter 2023 results: Revenue: ฿843.0m (up 18% from 1Q 2022). Net income: ฿23.3m (down 48% from 1Q 2022). Profit margin: 2.8% (down from 6.2% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 43% 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.
Upcoming Dividend • Jul 27Upcoming dividend of ฿0.90 per shareEligible shareholders must have bought the stock before 03 August 2022. Payment date: 22 August 2022. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of Thai dividend payers (5.5%). Lower than average of industry peers (4.9%).
Reported Earnings • Jun 02Full year 2022 earnings released: EPS: ฿2.98 (vs ฿1.53 in FY 2021)Full year 2022 results: EPS: ฿2.98 (up from ฿1.53 in FY 2021). Revenue: ฿3.08b (up 24% from FY 2021). Net income: ฿119.0m (up 96% from FY 2021). Profit margin: 3.9% (up from 2.5% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has only fallen by 18% per year, which means it has not declined as severely as earnings.
Board Change • Apr 27Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 2 highly experienced directors. Independent Director Patchara Kaewnukul was the last director to join the board, commencing their role in 2010. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
Reported Earnings • Feb 15Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: ฿0.67 (down from ฿0.90 in 3Q 2021). Revenue: ฿807.6m (up 8.8% from 3Q 2021). Net income: ฿26.6m (down 26% from 3Q 2021). Profit margin: 3.3% (down from 4.8% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has fallen by 47% per year but the company’s share price has only fallen by 19% per year, which means it has not declined as severely as earnings.
Reported Earnings • Nov 17Second quarter 2022 earnings released: EPS ฿1.12 (vs ฿1.42 in 2Q 2021)The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2022 results: Revenue: ฿785.7m (up 29% from 2Q 2021). Net income: ฿44.9m (down 21% from 2Q 2021). Profit margin: 5.7% (down from 9.3% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 48% per year but the company’s share price has only fallen by 18% per year, which means it has not declined as severely as earnings.
Reported Earnings • Aug 18First quarter 2022 earnings released: EPS ฿1.11 (vs ฿1.34 loss in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: ฿716.6m (up 73% from 1Q 2021). Net income: ฿44.4m (up ฿98.1m from 1Q 2021). Profit margin: 6.2% (up from net loss in 1Q 2021). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 47% per year but the company’s share price has only fallen by 21% per year, which means it has not declined as severely as earnings.
Upcoming Dividend • Jul 28Upcoming dividend of ฿0.46 per shareEligible shareholders must have bought the stock before 04 August 2021. Payment date: 23 August 2021. Trailing yield: 1.4%. Lower than top quartile of Thai dividend payers (4.9%). Lower than average of industry peers (2.0%).
Reported Earnings • Jun 02Full year 2021 earnings released: EPS ฿1.53 (vs ฿5.91 in FY 2020)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: ฿2.48b (down 15% from FY 2020). Net income: ฿60.8m (down 74% from FY 2020). Profit margin: 2.5% (down from 8.0% in FY 2020). Over the last 3 years on average, earnings per share has fallen by 44% 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.
Reported Earnings • Feb 13Third quarter 2021 earnings released: EPS ฿0.90 (vs ฿2.35 in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: ฿742.4m (down 8.2% from 3Q 2020). Net income: ฿36.0m (down 62% from 3Q 2020). Profit margin: 4.8% (down from 12% in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 32% 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.
Is New 90 Day High Low • Feb 11New 90-day high: ฿36.50The company is up 12% from its price of ฿32.50 on 13 November 2020. The Thai market is up 14% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 31% over the same period.
Is New 90 Day High Low • Dec 17New 90-day high: ฿35.75The company is up 22% from its price of ฿29.25 on 18 September 2020. The Thai market is up 16% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Chemicals industry, which is up 35% over the same period.
Reported Earnings • Nov 18Second quarter 2021 earnings released: EPS ฿1.42The company reported a soft second quarter result with weaker earnings and revenues, although profit margins were improved. Second quarter 2021 results: Revenue: ฿608.2m (down 19% from 2Q 2020). Net income: ฿56.6m (down 7.3% from 2Q 2020). Profit margin: 9.3% (up from 8.1% in 2Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 19% per year and the company’s share price has also fallen by 19% per year.
Is New 90 Day High Low • Nov 11New 90-day high: ฿32.50The company is up 4.0% from its price of ฿31.25 on 13 August 2020. The Thai market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 2.0% over the same period.
Is New 90 Day High Low • Oct 07New 90-day low: ฿28.75The company is down 23% from its price of ฿37.25 on 09 July 2020. The Thai market is down 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is down 9.0% over the same period.