View Future GrowthThai Rayon 過去の業績過去 基準チェック /06Thai Rayonの収益は年間平均-48%の割合で減少していますが、 Chemicals業界の収益は年間 増加しています。収益は年間7.3% 6.6%割合で 増加しています。主要情報-48.02%収益成長率-48.02%EPS成長率Chemicals 業界の成長8.05%収益成長率6.58%株主資本利益率-0.54%ネット・マージン-1.54%前回の決算情報30 Sep 2025最近の業績更新Reported Earnings • Aug 16First quarter 2026 earnings released: ฿3.49 loss per share (vs ฿3.84 profit in 1Q 2025)First quarter 2026 results: ฿3.49 loss per share (down from ฿3.84 profit in 1Q 2025). Revenue: ฿2.32b (down 7.3% from 1Q 2025). Net loss: ฿703.6m (down 191% from profit in 1Q 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 85 percentage points per year, which is a significant difference in performance.Reported Earnings • May 29Full year 2025 earnings released: EPS: ฿0.44 (vs ฿9.18 loss in FY 2024)Full year 2025 results: EPS: ฿0.44 (up from ฿9.18 loss in FY 2024). Revenue: ฿10.2b (up 9.5% from FY 2024). Net income: ฿88.8m (up ฿1.94b from FY 2024). Profit margin: 0.9% (up from net loss in FY 2024). The move to profitability was primarily driven by higher revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 94 percentage points per year, which is a significant difference in performance.Reported Earnings • Feb 15Third quarter 2025 earnings released: EPS: ฿3.09 (vs ฿1.50 in 3Q 2024)Third quarter 2025 results: EPS: ฿3.09 (up from ฿1.50 in 3Q 2024). Revenue: ฿2.59b (up 3.3% from 3Q 2024). Net income: ฿622.4m (up 106% from 3Q 2024). Profit margin: 24% (up from 12% in 3Q 2024). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 107 percentage points per year, which is a significant difference in performance.Reported Earnings • Aug 16First quarter 2025 earnings released: EPS: ฿3.84 (vs ฿2.52 in 1Q 2024)First quarter 2025 results: EPS: ฿3.84 (up from ฿2.52 in 1Q 2024). Revenue: ฿2.51b (up 6.0% from 1Q 2024). Net income: ฿773.4m (up 52% from 1Q 2024). Profit margin: 31% (up from 21% in 1Q 2024). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 81 percentage points per year, which is a significant difference in performance.Reported Earnings • Jun 04Full year 2024 earnings released: ฿9.18 loss per share (vs ฿3.39 profit in FY 2023)Full year 2024 results: ฿9.18 loss per share (down from ฿3.39 profit in FY 2023). Revenue: ฿9.56b (up 15% from FY 2023). Net loss: ฿1.85b (down 371% from profit in FY 2023). Over the last 3 years on average, earnings per share has fallen by 55% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.Reported Earnings • Feb 15Third quarter 2024 earnings released: EPS: ฿1.50 (vs ฿7.64 loss in 3Q 2023)Third quarter 2024 results: EPS: ฿1.50 (up from ฿7.64 loss in 3Q 2023). Revenue: ฿2.51b (up 110% from 3Q 2023). Net income: ฿302.0m (up ฿1.84b from 3Q 2023). Profit margin: 12% (up from net loss in 3Q 2023). The move to profitability was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.すべての更新を表示Recent updatesお知らせ • May 28Thai Rayon Public Company Limited Proposes Dividend Payment for the Year Ended 31 March 2026, Payable on 20 August 2026Thai Rayon Public Company Limited at its board meeting held on 27 May 2026, the Board deemed appropriate to propose to the Shareholder's Meeting to approve the dividend payment for the year ended 31 March 2026 of THB 0.05 per share from retained earnings. The dividend payment is scheduled on 20 August 2026. The Record Date to determine the right of shareholders who are entitled to receive dividend will be on 10 June 2026 (subject to shareholder's approval).お知らせ • May 27Thai Rayon Public Company Limited, Annual General Meeting, Jul 27, 2026Thai Rayon Public Company Limited, Annual General Meeting, Jul 27, 2026, at 13:00 SE Asia Standard Time.Reported Earnings • Aug 16First quarter 2026 earnings released: ฿3.49 loss per share (vs ฿3.84 profit in 1Q 2025)First quarter 2026 results: ฿3.49 loss per share (down from ฿3.84 profit in 1Q 2025). Revenue: ฿2.32b (down 7.3% from 1Q 2025). Net loss: ฿703.6m (down 191% from profit in 1Q 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 85 percentage points per year, which is a significant difference in performance.お知らせ • Jul 29Thai Rayon Public Company Limited Approves Dividend for the Year Ended 31 March 2025, Payable on 25 August 2025Thai Rayon Public Company Limited at the AGM held on 26 July 2025 approved the dividend payment at THB 0.05 per share for the year ended 31 March 2025 from retained earnings, amounting to THB 10.08 Million. All dividends shall be subjected to withholding tax at the rate stipulated by law. The dividend payment will be made on 25 August 2025.Board Change • Jun 13Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Director Diwakar Kaveeshwar was the last independent director to join the board, commencing their role in 2025. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Declared Dividend • May 31Dividend of ฿0.05 announcedDividend of ฿0.05 is the same as last year. Ex-date: 10th June 2025 Payment date: 25th August 2025 Dividend yield will be 0.2%, which is lower than the industry average of 3.8%.Reported Earnings • May 29Full year 2025 earnings released: EPS: ฿0.44 (vs ฿9.18 loss in FY 2024)Full year 2025 results: EPS: ฿0.44 (up from ฿9.18 loss in FY 2024). Revenue: ฿10.2b (up 9.5% from FY 2024). Net income: ฿88.8m (up ฿1.94b from FY 2024). Profit margin: 0.9% (up from net loss in FY 2024). The move to profitability was primarily driven by higher revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 94 percentage points per year, which is a significant difference in performance.お知らせ • May 29Thai Rayon Public Company Limited, Annual General Meeting, Jul 29, 2025Thai Rayon Public Company Limited, Annual General Meeting, Jul 29, 2025, at 13:00 SE Asia Standard Time. Location: broadcasted live from the company`s office located, 888 /160-1 mahatun plaza building, 16th floor, ploenchit road, lumpini,pathumwan, bangkok 10330 Thailandお知らせ • May 28Thai Rayon Public Company Limited Proposes Dividend for the Year Ended 31 March 2025, Payable on 25 August 2025The Board of Thai Rayon Public Company Limited deemed appropriate to propose to the Shareholder's Meeting to approve the dividend payment for the year ended 31 March 2025 of THB 0.05 per share from retained earnings. The dividend payment is scheduled on 25 August 2025. The Record Date to determine the right of shareholders who are entitled to receive dividend will be on 11 June 2025 (subject to shareholder's approval). Ex-dividend date 10 June 2025.New Risk • May 28New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Thai stocks, typically moving 8.2% 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 32% per year over the past 5 years. Minor Risk Share price has been volatile over the past 3 months (8.2% average weekly change).Reported Earnings • Feb 15Third quarter 2025 earnings released: EPS: ฿3.09 (vs ฿1.50 in 3Q 2024)Third quarter 2025 results: EPS: ฿3.09 (up from ฿1.50 in 3Q 2024). Revenue: ฿2.59b (up 3.3% from 3Q 2024). Net income: ฿622.4m (up 106% from 3Q 2024). Profit margin: 24% (up from 12% in 3Q 2024). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 107 percentage points per year, which is a significant difference in performance.お知らせ • Sep 27Thai Rayon Public Company Limited Announces CFO Changes, Effective October 15, 2024Thai Rayon Public Company Limited announced the termination of Mr. Santosh Pati Tripathi as Vice President (Finance & Commercial). Effective Date of Termination: 15 October 2024 and the appointment of Mr. Rajesh Jha as Vice President (Finance & Commercial). Effective Date of Appointment 15 October 2024.Reported Earnings • Aug 16First quarter 2025 earnings released: EPS: ฿3.84 (vs ฿2.52 in 1Q 2024)First quarter 2025 results: EPS: ฿3.84 (up from ฿2.52 in 1Q 2024). Revenue: ฿2.51b (up 6.0% from 1Q 2024). Net income: ฿773.4m (up 52% from 1Q 2024). Profit margin: 31% (up from 21% in 1Q 2024). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 81 percentage points per year, which is a significant difference in performance.お知らせ • Jul 26Thai Rayon Public Company Limited Approves Dividend for the Year Ended 31 March 2024, Payable on 23 August 2024Thai Rayon Public Company Limited at its AGM held on July 26, 2024, approved the dividend payment of THB 0.05 per share for the year ended 31 March 2024 from retained earnings amounting to THB 10.08 million. All dividends shall be subjected to withholding tax at the rate stipulated by law. The dividend payment will be made on 23 August 2024.Reported Earnings • Jun 04Full year 2024 earnings released: ฿9.18 loss per share (vs ฿3.39 profit in FY 2023)Full year 2024 results: ฿9.18 loss per share (down from ฿3.39 profit in FY 2023). Revenue: ฿9.56b (up 15% from FY 2023). Net loss: ฿1.85b (down 371% from profit in FY 2023). Over the last 3 years on average, earnings per share has fallen by 55% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.Declared Dividend • Jun 03Dividend of ฿0.05 announcedDividend of ฿0.05 is the same as last year. Ex-date: 13th June 2024 Payment date: 23rd August 2024 Dividend yield will be 0.1%, which is lower than the industry average of 3.8%. Payout Ratios Payout ratio: 0.8007%. Cash payout ratio: 4%.お知らせ • Jun 01Thai Rayon Public Company Limited Proposes Dividend for the Year Ended 31 March 2024, Payable on 23 August 2024Thai Rayon Public Company Limited at its board meeting held on 30 May 2024, approved to propose to the Annual General Meeting of Shareholders to be held on 26 July 2024, the dividend payment at the rate of THB 0.05 per share for the year ended 31 March 2024. The dividend payment is scheduled on 23 August 2024 and shall be paid out from retained earnings. All dividends shall be subjected to withholding tax at the rate stipulated by law. The Record Date to determine the right of shareholders who are entitled to receive dividend will be on 14 June 2024. The right to receive dividend, as the case may be, is uncertain as it has not been approved by the shareholders' meeting.Reported Earnings • Feb 15Third quarter 2024 earnings released: EPS: ฿1.50 (vs ฿7.64 loss in 3Q 2023)Third quarter 2024 results: EPS: ฿1.50 (up from ฿7.64 loss in 3Q 2023). Revenue: ฿2.51b (up 110% from 3Q 2023). Net income: ฿302.0m (up ฿1.84b from 3Q 2023). Profit margin: 12% (up from net loss in 3Q 2023). The move to profitability was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.Reported Earnings • Nov 16Second quarter 2024 earnings released: EPS: ฿2.20 (vs ฿5.86 in 2Q 2023)Second quarter 2024 results: EPS: ฿2.20 (down from ฿5.86 in 2Q 2023). Revenue: ฿2.42b (up 5.5% from 2Q 2023). Net income: ฿443.3m (down 63% from 2Q 2023). Profit margin: 18% (down from 52% in 2Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 16% per year, which means it is well ahead of earnings.お知らせ • Oct 26Thai Rayon Public Company Limited Announces Change of Chief AccountantThai Rayon Public Company Limited announced change of Chief Accountant. The company announced the termination of Mr. Mahendra Ganeriwal as General Manager (Accounts), effective October 20, 2023. The company announced the appointment of Mr. Ankesh Kumar Kala as Deputy General Manager (Accounts), effective October 25, 2023.Reported Earnings • Aug 16First quarter 2024 earnings released: EPS: ฿2.52 (vs ฿5.14 in 1Q 2023)First quarter 2024 results: EPS: ฿2.52 (down from ฿5.14 in 1Q 2023). Revenue: ฿2.37b (down 25% from 1Q 2023). Net income: ฿508.3m (down 51% from 1Q 2023). Profit margin: 21% (down from 33% in 1Q 2023). The decrease in margin was driven by lower 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 25% per year, which means it is significantly lagging earnings growth.お知らせ • Jul 29Thai Rayon Public Company Limited Approves Dividend for the Year Ended March 31, 2023, Payable on August 23, 2023Thai Rayon Public Company Limited at its AGM held on July 27, 2023 approved dividend payment at the rate of THB 0.05 for the year ended March 31, 2023 from the retained earnings. All dividends shall be subjected to withholding tax at the rate stipulated by law. the dividend payment will be made on August 23, 2023.Upcoming Dividend • Jun 02Upcoming dividend of ฿0.05 per share at 0.1% yieldEligible shareholders must have bought the stock before 09 June 2023. Payment date: 23 August 2023. Payout ratio is a comfortable 8.2% but the company is not cash flow positive. Trailing yield: 0.1%. Lower than top quartile of Thai dividend payers (6.3%). Lower than average of industry peers (3.2%).Reported Earnings • May 31Full year 2023 earnings released: EPS: ฿3.39 (vs ฿17.38 in FY 2022)Full year 2023 results: EPS: ฿3.39 (down from ฿17.38 in FY 2022). Revenue: ฿8.35b (down 21% from FY 2022). Net income: ฿682.7m (down 81% from FY 2022). Profit margin: 8.2% (down from 33% in FY 2022). The decrease in margin was primarily driven by lower revenue. 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 19% per year, which means it is significantly lagging earnings growth.お知らせ • May 30+ 1 more updateThai Rayon Public Company Limited, Annual General Meeting, Jul 27, 2023Thai Rayon Public Company Limited, Annual General Meeting, Jul 27, 2023, at 13:00 SE Asia Standard Time. Agenda: To approve the minutes of annual general meeting of shareholders for the year 2022 held on 27 July 2022; to acknowledge the performance of the company for the year ended 31 March 2023; to approve the audited statement of financial position as on 31 March 2023 and the audited income statements for the year ended 31 March 2023; to consider and approve the dividend payment for the year ended 31 March 2023; to consider and approve the appointment of directors in place of those who retire by rotation; and to consider and approve other matters, if any.Board Change • Dec 19Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Director Purshottam Sharma was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.Upcoming Dividend • Jun 02Upcoming dividend of ฿0.56 per shareEligible shareholders must have bought the stock before 09 June 2022. Payment date: 18 August 2022. Payout ratio is a comfortable 0.3% and this is well supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of Thai dividend payers (5.3%). Lower than average of industry peers (4.5%).Reported Earnings • May 29Full year 2022 earnings released: EPS: ฿17.38 (vs ฿0.44 in FY 2021)Full year 2022 results: EPS: ฿17.38 (up from ฿0.44 in FY 2021). Revenue: ฿10.6b (up 75% from FY 2021). Net income: ฿3.50b (up ฿3.41b from FY 2021). Profit margin: 33% (up from 1.5% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 84% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.Board Change • Apr 27Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Director Purshottam Sharma was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.Board Change • Feb 23Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Director Purshottam Sharma was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.Reported Earnings • Feb 17Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: ฿1.67 (up from ฿1.28 loss in 3Q 2021). Revenue: ฿2.80b (up 99% from 3Q 2021). Net income: ฿336.9m (up ฿594.7m from 3Q 2021). Profit margin: 12% (up from net loss in 3Q 2021). The move to profitability was driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Nov 22Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to ฿50.00, the stock trades at a trailing P/E ratio of 3.3x. Average trailing P/E is 16x in the Chemicals industry in Thailand. Total returns to shareholders of 17% over the past three years.Reported Earnings • Nov 16Second quarter 2022 earnings released: EPS ฿6.13 (vs ฿0.76 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: ฿2.37b (up 78% from 2Q 2021). Net income: ฿1.24b (up ฿1.08b from 2Q 2021). Profit margin: 52% (up from 12% in 2Q 2021). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 2% per year whereas the company’s share price has increased by 7% per year.Valuation Update With 7 Day Price Move • Sep 22Investor sentiment improved over the past weekAfter last week's 30% share price gain to ฿51.50, the stock trades at a trailing P/E ratio of 5.2x. Average trailing P/E is 13x in the Chemicals industry in Thailand. Total returns to shareholders of 11% over the past three years.Board Change • Sep 14Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Director Purshottam Sharma was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Board Change • Sep 13Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Director Purshottam Sharma was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Board Change • Sep 02Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Director Purshottam Sharma was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Board Change • Aug 27Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Director Purshottam Sharma was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Valuation Update With 7 Day Price Move • Aug 23Investor sentiment improved over the past weekAfter last week's 15% share price gain to ฿41.75, the stock trades at a trailing P/E ratio of 4.3x. Average trailing P/E is 13x in the Chemicals industry in Thailand. Total loss to shareholders of 12% over the past three years.Reported Earnings • Aug 18First quarter 2022 earnings released: EPS ฿6.14 (vs ฿3.08 loss in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: ฿2.45b (up 88% from 1Q 2021). Net income: ฿1.24b (up ฿1.86b from 1Q 2021). Profit margin: 51% (up from net loss in 1Q 2021). The move to profitability was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 57% 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.Board Change • Jul 29Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Director Purshottam Sharma was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Is New 90 Day High Low • Feb 22New 90-day low: ฿25.50The company is down 8.0% from its price of ฿27.75 on 24 November 2020. The Thai market is up 6.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 18% over the same period.Reported Earnings • Feb 17Third quarter 2021 earnings released: ฿1.28 loss per share (vs ฿1.07 loss in 3Q 2020)The company reported a poor third quarter result with increased losses, weaker revenues and weaker control over costs. Third quarter 2021 results: Revenue: ฿1.41b (down 15% from 3Q 2020). Net loss: ฿257.8m (loss widened 19% from 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 95% 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 15Second quarter 2021 earnings released: EPS ฿0.90The company reported a decent second quarter result with improved earnings and profit margins, although revenues were weaker. Second quarter 2021 results: Revenue: ฿1.33b (down 34% from 2Q 2020). Net income: ฿182.2m (up ฿274.7m from 2Q 2020). Profit margin: 14% (up from net loss in 2Q 2020). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 85% per year but the company’s share price has only fallen by 22% per year, which means it has not declined as severely as earnings.Is New 90 Day High Low • Nov 06New 90-day high: ฿31.50The company is up 26% from its price of ฿25.00 on 07 August 2020. The Thai market is down 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is down 4.0% over the same period.Is New 90 Day High Low • Sep 24New 90-day low: ฿21.00The company is down 21% from its price of ฿26.75 on 26 June 2020. The Thai market is down 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is down 10.0% over the same period.収支内訳Thai Rayon の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史SET:TR 収益、費用、利益 ( )THB Millions日付収益収益G+A経費研究開発費30 Sep 259,603-148801030 Jun 2510,012-1,388900031 Mar 2510,19489937031 Dec 249,876-3,086923030 Sep 249,610-3,407841030 Jun 249,474-1,586731031 Mar 249,339-1,852677031 Dec 238,7431,259585030 Sep 237,618-584563030 Jun 237,519154657031 Mar 238,324683971031 Dec 229,6331,3691,370030 Sep 2211,2353,2471,778030 Jun 2211,2883,3011,892031 Mar 2210,5593,5041,734031 Dec 219,6143,6281,515030 Sep 218,2223,0331,169030 Jun 217,2031,980948031 Mar 216,05689758031 Dec 205,74553627030 Sep 205,98886602030 Jun 206,671-225603031 Mar 207,381189620031 Dec 197,899-314611030 Sep 198,62295610030 Jun 199,058649617031 Mar 199,4491,577609031 Dec 189,7641,703640030 Sep 189,7681,840614030 Jun 189,7282,026599031 Mar 1810,0942,128627031 Dec 179,5052,402563030 Sep 179,2382,539532030 Jun 179,4912,560516031 Mar 179,1302,325463031 Dec 169,6811,942448030 Sep 1610,0271,980455030 Jun 169,5071,721442031 Mar 169,2871,386444031 Dec 158,794683462030 Sep 158,305-219485030 Jun 158,129-688504031 Mar 157,821-1,295511031 Dec 148,228-1,3387770質の高い収益: TRは現在利益が出ていません。利益率の向上: TRは現在利益が出ていません。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: TRは利益が出ておらず、過去 5 年間で損失は年間48%の割合で増加しています。成長の加速: TRの過去 1 年間の収益成長を 5 年間の平均と比較することはできません。現在は利益が出ていないためです。収益対業界: TRは利益が出ていないため、過去 1 年間の収益成長をChemicals業界 ( 21% ) と比較することは困難です。株主資本利益率高いROE: TRは現在利益が出ていないため、自己資本利益率 ( -0.54% ) はマイナスです。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YMaterials 、過去の業績が好調な企業。View Financial Health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2025/11/30 19:32終値2025/09/02 00:00収益2025/09/30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 Rayon 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 • Aug 16First quarter 2026 earnings released: ฿3.49 loss per share (vs ฿3.84 profit in 1Q 2025)First quarter 2026 results: ฿3.49 loss per share (down from ฿3.84 profit in 1Q 2025). Revenue: ฿2.32b (down 7.3% from 1Q 2025). Net loss: ฿703.6m (down 191% from profit in 1Q 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 85 percentage points per year, which is a significant difference in performance.
Reported Earnings • May 29Full year 2025 earnings released: EPS: ฿0.44 (vs ฿9.18 loss in FY 2024)Full year 2025 results: EPS: ฿0.44 (up from ฿9.18 loss in FY 2024). Revenue: ฿10.2b (up 9.5% from FY 2024). Net income: ฿88.8m (up ฿1.94b from FY 2024). Profit margin: 0.9% (up from net loss in FY 2024). The move to profitability was primarily driven by higher revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 94 percentage points per year, which is a significant difference in performance.
Reported Earnings • Feb 15Third quarter 2025 earnings released: EPS: ฿3.09 (vs ฿1.50 in 3Q 2024)Third quarter 2025 results: EPS: ฿3.09 (up from ฿1.50 in 3Q 2024). Revenue: ฿2.59b (up 3.3% from 3Q 2024). Net income: ฿622.4m (up 106% from 3Q 2024). Profit margin: 24% (up from 12% in 3Q 2024). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 107 percentage points per year, which is a significant difference in performance.
Reported Earnings • Aug 16First quarter 2025 earnings released: EPS: ฿3.84 (vs ฿2.52 in 1Q 2024)First quarter 2025 results: EPS: ฿3.84 (up from ฿2.52 in 1Q 2024). Revenue: ฿2.51b (up 6.0% from 1Q 2024). Net income: ฿773.4m (up 52% from 1Q 2024). Profit margin: 31% (up from 21% in 1Q 2024). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 81 percentage points per year, which is a significant difference in performance.
Reported Earnings • Jun 04Full year 2024 earnings released: ฿9.18 loss per share (vs ฿3.39 profit in FY 2023)Full year 2024 results: ฿9.18 loss per share (down from ฿3.39 profit in FY 2023). Revenue: ฿9.56b (up 15% from FY 2023). Net loss: ฿1.85b (down 371% from profit in FY 2023). Over the last 3 years on average, earnings per share has fallen by 55% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.
Reported Earnings • Feb 15Third quarter 2024 earnings released: EPS: ฿1.50 (vs ฿7.64 loss in 3Q 2023)Third quarter 2024 results: EPS: ฿1.50 (up from ฿7.64 loss in 3Q 2023). Revenue: ฿2.51b (up 110% from 3Q 2023). Net income: ฿302.0m (up ฿1.84b from 3Q 2023). Profit margin: 12% (up from net loss in 3Q 2023). The move to profitability was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.
お知らせ • May 28Thai Rayon Public Company Limited Proposes Dividend Payment for the Year Ended 31 March 2026, Payable on 20 August 2026Thai Rayon Public Company Limited at its board meeting held on 27 May 2026, the Board deemed appropriate to propose to the Shareholder's Meeting to approve the dividend payment for the year ended 31 March 2026 of THB 0.05 per share from retained earnings. The dividend payment is scheduled on 20 August 2026. The Record Date to determine the right of shareholders who are entitled to receive dividend will be on 10 June 2026 (subject to shareholder's approval).
お知らせ • May 27Thai Rayon Public Company Limited, Annual General Meeting, Jul 27, 2026Thai Rayon Public Company Limited, Annual General Meeting, Jul 27, 2026, at 13:00 SE Asia Standard Time.
Reported Earnings • Aug 16First quarter 2026 earnings released: ฿3.49 loss per share (vs ฿3.84 profit in 1Q 2025)First quarter 2026 results: ฿3.49 loss per share (down from ฿3.84 profit in 1Q 2025). Revenue: ฿2.32b (down 7.3% from 1Q 2025). Net loss: ฿703.6m (down 191% from profit in 1Q 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 85 percentage points per year, which is a significant difference in performance.
お知らせ • Jul 29Thai Rayon Public Company Limited Approves Dividend for the Year Ended 31 March 2025, Payable on 25 August 2025Thai Rayon Public Company Limited at the AGM held on 26 July 2025 approved the dividend payment at THB 0.05 per share for the year ended 31 March 2025 from retained earnings, amounting to THB 10.08 Million. All dividends shall be subjected to withholding tax at the rate stipulated by law. The dividend payment will be made on 25 August 2025.
Board Change • Jun 13Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Director Diwakar Kaveeshwar was the last independent director to join the board, commencing their role in 2025. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Declared Dividend • May 31Dividend of ฿0.05 announcedDividend of ฿0.05 is the same as last year. Ex-date: 10th June 2025 Payment date: 25th August 2025 Dividend yield will be 0.2%, which is lower than the industry average of 3.8%.
Reported Earnings • May 29Full year 2025 earnings released: EPS: ฿0.44 (vs ฿9.18 loss in FY 2024)Full year 2025 results: EPS: ฿0.44 (up from ฿9.18 loss in FY 2024). Revenue: ฿10.2b (up 9.5% from FY 2024). Net income: ฿88.8m (up ฿1.94b from FY 2024). Profit margin: 0.9% (up from net loss in FY 2024). The move to profitability was primarily driven by higher revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 94 percentage points per year, which is a significant difference in performance.
お知らせ • May 29Thai Rayon Public Company Limited, Annual General Meeting, Jul 29, 2025Thai Rayon Public Company Limited, Annual General Meeting, Jul 29, 2025, at 13:00 SE Asia Standard Time. Location: broadcasted live from the company`s office located, 888 /160-1 mahatun plaza building, 16th floor, ploenchit road, lumpini,pathumwan, bangkok 10330 Thailand
お知らせ • May 28Thai Rayon Public Company Limited Proposes Dividend for the Year Ended 31 March 2025, Payable on 25 August 2025The Board of Thai Rayon Public Company Limited deemed appropriate to propose to the Shareholder's Meeting to approve the dividend payment for the year ended 31 March 2025 of THB 0.05 per share from retained earnings. The dividend payment is scheduled on 25 August 2025. The Record Date to determine the right of shareholders who are entitled to receive dividend will be on 11 June 2025 (subject to shareholder's approval). Ex-dividend date 10 June 2025.
New Risk • May 28New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Thai stocks, typically moving 8.2% 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 32% per year over the past 5 years. Minor Risk Share price has been volatile over the past 3 months (8.2% average weekly change).
Reported Earnings • Feb 15Third quarter 2025 earnings released: EPS: ฿3.09 (vs ฿1.50 in 3Q 2024)Third quarter 2025 results: EPS: ฿3.09 (up from ฿1.50 in 3Q 2024). Revenue: ฿2.59b (up 3.3% from 3Q 2024). Net income: ฿622.4m (up 106% from 3Q 2024). Profit margin: 24% (up from 12% in 3Q 2024). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 107 percentage points per year, which is a significant difference in performance.
お知らせ • Sep 27Thai Rayon Public Company Limited Announces CFO Changes, Effective October 15, 2024Thai Rayon Public Company Limited announced the termination of Mr. Santosh Pati Tripathi as Vice President (Finance & Commercial). Effective Date of Termination: 15 October 2024 and the appointment of Mr. Rajesh Jha as Vice President (Finance & Commercial). Effective Date of Appointment 15 October 2024.
Reported Earnings • Aug 16First quarter 2025 earnings released: EPS: ฿3.84 (vs ฿2.52 in 1Q 2024)First quarter 2025 results: EPS: ฿3.84 (up from ฿2.52 in 1Q 2024). Revenue: ฿2.51b (up 6.0% from 1Q 2024). Net income: ฿773.4m (up 52% from 1Q 2024). Profit margin: 31% (up from 21% in 1Q 2024). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 81 percentage points per year, which is a significant difference in performance.
お知らせ • Jul 26Thai Rayon Public Company Limited Approves Dividend for the Year Ended 31 March 2024, Payable on 23 August 2024Thai Rayon Public Company Limited at its AGM held on July 26, 2024, approved the dividend payment of THB 0.05 per share for the year ended 31 March 2024 from retained earnings amounting to THB 10.08 million. All dividends shall be subjected to withholding tax at the rate stipulated by law. The dividend payment will be made on 23 August 2024.
Reported Earnings • Jun 04Full year 2024 earnings released: ฿9.18 loss per share (vs ฿3.39 profit in FY 2023)Full year 2024 results: ฿9.18 loss per share (down from ฿3.39 profit in FY 2023). Revenue: ฿9.56b (up 15% from FY 2023). Net loss: ฿1.85b (down 371% from profit in FY 2023). Over the last 3 years on average, earnings per share has fallen by 55% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.
Declared Dividend • Jun 03Dividend of ฿0.05 announcedDividend of ฿0.05 is the same as last year. Ex-date: 13th June 2024 Payment date: 23rd August 2024 Dividend yield will be 0.1%, which is lower than the industry average of 3.8%. Payout Ratios Payout ratio: 0.8007%. Cash payout ratio: 4%.
お知らせ • Jun 01Thai Rayon Public Company Limited Proposes Dividend for the Year Ended 31 March 2024, Payable on 23 August 2024Thai Rayon Public Company Limited at its board meeting held on 30 May 2024, approved to propose to the Annual General Meeting of Shareholders to be held on 26 July 2024, the dividend payment at the rate of THB 0.05 per share for the year ended 31 March 2024. The dividend payment is scheduled on 23 August 2024 and shall be paid out from retained earnings. All dividends shall be subjected to withholding tax at the rate stipulated by law. The Record Date to determine the right of shareholders who are entitled to receive dividend will be on 14 June 2024. The right to receive dividend, as the case may be, is uncertain as it has not been approved by the shareholders' meeting.
Reported Earnings • Feb 15Third quarter 2024 earnings released: EPS: ฿1.50 (vs ฿7.64 loss in 3Q 2023)Third quarter 2024 results: EPS: ฿1.50 (up from ฿7.64 loss in 3Q 2023). Revenue: ฿2.51b (up 110% from 3Q 2023). Net income: ฿302.0m (up ฿1.84b from 3Q 2023). Profit margin: 12% (up from net loss in 3Q 2023). The move to profitability was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.
Reported Earnings • Nov 16Second quarter 2024 earnings released: EPS: ฿2.20 (vs ฿5.86 in 2Q 2023)Second quarter 2024 results: EPS: ฿2.20 (down from ฿5.86 in 2Q 2023). Revenue: ฿2.42b (up 5.5% from 2Q 2023). Net income: ฿443.3m (down 63% from 2Q 2023). Profit margin: 18% (down from 52% in 2Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 16% per year, which means it is well ahead of earnings.
お知らせ • Oct 26Thai Rayon Public Company Limited Announces Change of Chief AccountantThai Rayon Public Company Limited announced change of Chief Accountant. The company announced the termination of Mr. Mahendra Ganeriwal as General Manager (Accounts), effective October 20, 2023. The company announced the appointment of Mr. Ankesh Kumar Kala as Deputy General Manager (Accounts), effective October 25, 2023.
Reported Earnings • Aug 16First quarter 2024 earnings released: EPS: ฿2.52 (vs ฿5.14 in 1Q 2023)First quarter 2024 results: EPS: ฿2.52 (down from ฿5.14 in 1Q 2023). Revenue: ฿2.37b (down 25% from 1Q 2023). Net income: ฿508.3m (down 51% from 1Q 2023). Profit margin: 21% (down from 33% in 1Q 2023). The decrease in margin was driven by lower 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 25% per year, which means it is significantly lagging earnings growth.
お知らせ • Jul 29Thai Rayon Public Company Limited Approves Dividend for the Year Ended March 31, 2023, Payable on August 23, 2023Thai Rayon Public Company Limited at its AGM held on July 27, 2023 approved dividend payment at the rate of THB 0.05 for the year ended March 31, 2023 from the retained earnings. All dividends shall be subjected to withholding tax at the rate stipulated by law. the dividend payment will be made on August 23, 2023.
Upcoming Dividend • Jun 02Upcoming dividend of ฿0.05 per share at 0.1% yieldEligible shareholders must have bought the stock before 09 June 2023. Payment date: 23 August 2023. Payout ratio is a comfortable 8.2% but the company is not cash flow positive. Trailing yield: 0.1%. Lower than top quartile of Thai dividend payers (6.3%). Lower than average of industry peers (3.2%).
Reported Earnings • May 31Full year 2023 earnings released: EPS: ฿3.39 (vs ฿17.38 in FY 2022)Full year 2023 results: EPS: ฿3.39 (down from ฿17.38 in FY 2022). Revenue: ฿8.35b (down 21% from FY 2022). Net income: ฿682.7m (down 81% from FY 2022). Profit margin: 8.2% (down from 33% in FY 2022). The decrease in margin was primarily driven by lower revenue. 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 19% per year, which means it is significantly lagging earnings growth.
お知らせ • May 30+ 1 more updateThai Rayon Public Company Limited, Annual General Meeting, Jul 27, 2023Thai Rayon Public Company Limited, Annual General Meeting, Jul 27, 2023, at 13:00 SE Asia Standard Time. Agenda: To approve the minutes of annual general meeting of shareholders for the year 2022 held on 27 July 2022; to acknowledge the performance of the company for the year ended 31 March 2023; to approve the audited statement of financial position as on 31 March 2023 and the audited income statements for the year ended 31 March 2023; to consider and approve the dividend payment for the year ended 31 March 2023; to consider and approve the appointment of directors in place of those who retire by rotation; and to consider and approve other matters, if any.
Board Change • Dec 19Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Director Purshottam Sharma was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.
Upcoming Dividend • Jun 02Upcoming dividend of ฿0.56 per shareEligible shareholders must have bought the stock before 09 June 2022. Payment date: 18 August 2022. Payout ratio is a comfortable 0.3% and this is well supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of Thai dividend payers (5.3%). Lower than average of industry peers (4.5%).
Reported Earnings • May 29Full year 2022 earnings released: EPS: ฿17.38 (vs ฿0.44 in FY 2021)Full year 2022 results: EPS: ฿17.38 (up from ฿0.44 in FY 2021). Revenue: ฿10.6b (up 75% from FY 2021). Net income: ฿3.50b (up ฿3.41b from FY 2021). Profit margin: 33% (up from 1.5% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 84% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
Board Change • Apr 27Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Director Purshottam Sharma was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.
Board Change • Feb 23Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Director Purshottam Sharma was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.
Reported Earnings • Feb 17Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: ฿1.67 (up from ฿1.28 loss in 3Q 2021). Revenue: ฿2.80b (up 99% from 3Q 2021). Net income: ฿336.9m (up ฿594.7m from 3Q 2021). Profit margin: 12% (up from net loss in 3Q 2021). The move to profitability was driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Nov 22Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to ฿50.00, the stock trades at a trailing P/E ratio of 3.3x. Average trailing P/E is 16x in the Chemicals industry in Thailand. Total returns to shareholders of 17% over the past three years.
Reported Earnings • Nov 16Second quarter 2022 earnings released: EPS ฿6.13 (vs ฿0.76 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: ฿2.37b (up 78% from 2Q 2021). Net income: ฿1.24b (up ฿1.08b from 2Q 2021). Profit margin: 52% (up from 12% in 2Q 2021). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 2% per year whereas the company’s share price has increased by 7% per year.
Valuation Update With 7 Day Price Move • Sep 22Investor sentiment improved over the past weekAfter last week's 30% share price gain to ฿51.50, the stock trades at a trailing P/E ratio of 5.2x. Average trailing P/E is 13x in the Chemicals industry in Thailand. Total returns to shareholders of 11% over the past three years.
Board Change • Sep 14Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Director Purshottam Sharma was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Board Change • Sep 13Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Director Purshottam Sharma was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Board Change • Sep 02Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Director Purshottam Sharma was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Board Change • Aug 27Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Director Purshottam Sharma was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Valuation Update With 7 Day Price Move • Aug 23Investor sentiment improved over the past weekAfter last week's 15% share price gain to ฿41.75, the stock trades at a trailing P/E ratio of 4.3x. Average trailing P/E is 13x in the Chemicals industry in Thailand. Total loss to shareholders of 12% over the past three years.
Reported Earnings • Aug 18First quarter 2022 earnings released: EPS ฿6.14 (vs ฿3.08 loss in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: ฿2.45b (up 88% from 1Q 2021). Net income: ฿1.24b (up ฿1.86b from 1Q 2021). Profit margin: 51% (up from net loss in 1Q 2021). The move to profitability was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 57% 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.
Board Change • Jul 29Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Director Purshottam Sharma was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Is New 90 Day High Low • Feb 22New 90-day low: ฿25.50The company is down 8.0% from its price of ฿27.75 on 24 November 2020. The Thai market is up 6.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 18% over the same period.
Reported Earnings • Feb 17Third quarter 2021 earnings released: ฿1.28 loss per share (vs ฿1.07 loss in 3Q 2020)The company reported a poor third quarter result with increased losses, weaker revenues and weaker control over costs. Third quarter 2021 results: Revenue: ฿1.41b (down 15% from 3Q 2020). Net loss: ฿257.8m (loss widened 19% from 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 95% 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 15Second quarter 2021 earnings released: EPS ฿0.90The company reported a decent second quarter result with improved earnings and profit margins, although revenues were weaker. Second quarter 2021 results: Revenue: ฿1.33b (down 34% from 2Q 2020). Net income: ฿182.2m (up ฿274.7m from 2Q 2020). Profit margin: 14% (up from net loss in 2Q 2020). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 85% per year but the company’s share price has only fallen by 22% per year, which means it has not declined as severely as earnings.
Is New 90 Day High Low • Nov 06New 90-day high: ฿31.50The company is up 26% from its price of ฿25.00 on 07 August 2020. The Thai market is down 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is down 4.0% over the same period.
Is New 90 Day High Low • Sep 24New 90-day low: ฿21.00The company is down 21% from its price of ฿26.75 on 26 June 2020. The Thai market is down 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is down 10.0% over the same period.