View Future GrowthONE Enterprise 過去の業績過去 基準チェック /46ONE Enterpriseの収益は年間平均-17.8%の割合で減少していますが、 Entertainment業界の収益は年間 減少しています。収益は年間4.4% 8.8%割合で 増加しています。 ONE Enterpriseの自己資本利益率は7.2%であり、純利益率は6.9%です。主要情報-17.79%収益成長率-22.79%EPS成長率Entertainment 業界の成長3.18%収益成長率8.79%株主資本利益率7.20%ネット・マージン6.87%前回の決算情報31 Mar 2026最近の業績更新Reported Earnings • May 14First quarter 2026 earnings released: EPS: ฿0.023 (vs ฿0.01 loss in 1Q 2025)First quarter 2026 results: EPS: ฿0.023 (up from ฿0.01 loss in 1Q 2025). Revenue: ฿1.83b (up 25% from 1Q 2025). Net income: ฿53.7m (up ฿77.3m from 1Q 2025). Profit margin: 2.9% (up from net loss in 1Q 2025). The move to profitability was driven by higher revenue. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the Entertainment industry in Asia. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has fallen by 21% per year, which means it is performing significantly worse than earnings.Reported Earnings • Feb 25Full year 2025 earnings released: EPS: ฿0.19 (vs ฿0.18 in FY 2024)Full year 2025 results: EPS: ฿0.19 (up from ฿0.18 in FY 2024). Revenue: ฿7.32b (up 9.7% from FY 2024). Net income: ฿450.5m (up 7.0% from FY 2024). Profit margin: 6.2% (down from 6.3% in FY 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 9.9% growth forecast for the Entertainment industry in Asia. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has fallen by 26% per year, which means it is performing significantly worse than earnings.Reported Earnings • Nov 11Third quarter 2025 earnings: EPS and revenues exceed analyst expectationsThird quarter 2025 results: EPS: ฿0.086 (up from ฿0.069 in 3Q 2024). Revenue: ฿2.01b (up 9.8% from 3Q 2024). Net income: ฿205.6m (up 26% from 3Q 2024). Profit margin: 10% (up from 9.0% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 19%. Earnings per share (EPS) also surpassed analyst estimates. Revenue is forecast to grow 1.3% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Entertainment industry in Asia. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has fallen by 38% per year, which means it is performing significantly worse than earnings.Reported Earnings • Aug 09Second quarter 2025 earnings: EPS exceeds analyst expectationsSecond quarter 2025 results: EPS: ฿0.036 (down from ฿0.05 in 2Q 2024). Revenue: ฿1.79b (up 5.4% from 2Q 2024). Net income: ฿86.1m (down 28% from 2Q 2024). Profit margin: 4.8% (down from 7.1% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 42%. Revenue is forecast to stay flat during the next 3 years compared to a 9.7% growth forecast for the Entertainment industry in Asia. Over the last 3 years on average, earnings per share has fallen by 28% per year but the company’s share price has fallen by 36% per year, which means it is performing significantly worse than earnings.Reported Earnings • May 15First quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2025 results: ฿0.01 loss per share (down from ฿0.013 profit in 1Q 2024). Revenue: ฿1.46b (up 4.9% from 1Q 2024). Net loss: ฿23.5m (down 176% from profit in 1Q 2024). Revenue exceeded analyst estimates by 6.6%. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 1.2% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Entertainment industry in Asia. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has fallen by 42% per year, which means it is performing significantly worse than earnings.Reported Earnings • Feb 22Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: ฿0.18 (down from ฿0.21 in FY 2023). Revenue: ฿6.67b (up 2.4% from FY 2023). Net income: ฿421.0m (down 17% from FY 2023). Profit margin: 6.3% (down from 7.8% in FY 2023). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 11%. Revenue is forecast to grow 3.4% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Entertainment industry in Asia. Over the last 3 years on average, earnings per share has fallen by 31% per year whereas the company’s share price has fallen by 36% per year.すべての更新を表示Recent updatesReported Earnings • May 14First quarter 2026 earnings released: EPS: ฿0.023 (vs ฿0.01 loss in 1Q 2025)First quarter 2026 results: EPS: ฿0.023 (up from ฿0.01 loss in 1Q 2025). Revenue: ฿1.83b (up 25% from 1Q 2025). Net income: ฿53.7m (up ฿77.3m from 1Q 2025). Profit margin: 2.9% (up from net loss in 1Q 2025). The move to profitability was driven by higher revenue. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the Entertainment industry in Asia. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has fallen by 21% per year, which means it is performing significantly worse than earnings.Upcoming Dividend • Apr 28Upcoming dividend of ฿0.13 per shareEligible shareholders must have bought the stock before 05 May 2026. Payment date: 20 May 2026. Payout ratio is on the higher end at 95%, however this is supported by cash flows. Trailing yield: 6.8%. Lower than top quartile of Thai dividend payers (7.5%). Higher than average of industry peers (5.6%).Price Target Changed • Mar 26Price target increased by 7.0% to ฿3.17Up from ฿2.96, the current price target is an average from 5 analysts. New target price is 21% above last closing price of ฿2.62. Stock is up 1.6% over the past year. The company is forecast to post earnings per share of ฿0.20 for next year compared to ฿0.19 last year.Buy Or Sell Opportunity • Mar 05Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 27% to ฿2.72. The fair value is estimated to be ฿2.25, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 5.4% over the last 3 years. Earnings per share has declined by 17%. For the next 3 years, revenue is forecast to grow by 4.9% per annum. Earnings are also forecast to grow by 8.3% per annum over the same time period.Major Estimate Revision • Mar 03Consensus EPS estimates increase by 19%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from ฿7.23b to ฿7.60b. EPS estimate increased from ฿0.168 to ฿0.20 per share. Net income forecast to grow 7.1% next year vs 28% growth forecast for Entertainment industry in Thailand. Consensus price target up from ฿2.66 to ฿2.96. Share price fell 6.1% to ฿2.78 over the past week.Declared Dividend • Feb 25Final dividend of ฿0.13 announcedShareholders will receive a dividend of ฿0.13. Ex-date: 5th May 2026 Payment date: 20th May 2026 Dividend yield will be 6.2%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by both earnings (89% earnings payout ratio) and cash flows (47% cash payout ratio). The dividend has increased by an average of 25% per year over the past 4 years. However, payments have been volatile during that time. EPS is expected to grow by 28% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Feb 25Full year 2025 earnings released: EPS: ฿0.19 (vs ฿0.18 in FY 2024)Full year 2025 results: EPS: ฿0.19 (up from ฿0.18 in FY 2024). Revenue: ฿7.32b (up 9.7% from FY 2024). Net income: ฿450.5m (up 7.0% from FY 2024). Profit margin: 6.2% (down from 6.3% in FY 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 9.9% growth forecast for the Entertainment industry in Asia. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has fallen by 26% per year, which means it is performing significantly worse than earnings.お知らせ • Feb 24The One Enterprise Public Company Limited Proposes Cash Dividend for the Period from July 1, 2025 to December 31, 2025, Payable on May 20, 2026The ONE Enterprise Public Company Limited announced that at the Annual General Meeting to be held on April 27, 2026, proposed cash dividend of THB 0.13 per share for the Period from July 1, 2025 to December 31, 2025. Record date for the right to receive dividends is May 6, 2026, Ex-dividend date is May 5, 2026 and Payment date is May 20, 2026. Date of board resolution is February 23, 2026.New Risk • Feb 24New 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 2.7% 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: 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 (2.7% average weekly change).Valuation Update With 7 Day Price Move • Feb 24Investor sentiment improves as stock rises 24%After last week's 24% share price gain to ฿2.96, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 20x in the Entertainment industry in Asia. Total loss to shareholders of 53% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ฿2.52 per share.お知らせ • Feb 23The ONE Enterprise Public Company Limited, Annual General Meeting, Apr 27, 2026The ONE Enterprise Public Company Limited, Annual General Meeting, Apr 27, 2026, at 14:00 SE Asia Standard Time.Price Target Changed • Feb 21Price target increased by 7.8% to ฿2.78Up from ฿2.58, the current price target is an average from 4 analysts. New target price is 16% above last closing price of ฿2.40. Stock is down 24% over the past year. The company is forecast to post earnings per share of ฿0.16 for next year compared to ฿0.18 last year.Major Estimate Revision • Nov 19Consensus EPS estimates increase by 18%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from ฿6.61b to ฿7.05b. EPS estimate increased from ฿0.136 to ฿0.16 per share. Net income forecast to shrink 12% next year vs 24% growth forecast for Entertainment industry in Thailand . Consensus price target up from ฿2.05 to ฿2.23. Share price fell 6.3% to ฿2.08 over the past week.Major Estimate Revision • Nov 17Consensus EPS estimates increase by 36%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from ฿6.47b to ฿6.61b. EPS estimate increased from ฿0.10 to ฿0.136 per share. Net income forecast to shrink 20% next year vs 26% growth forecast for Entertainment industry in Thailand . Consensus price target broadly unchanged at ฿2.05. Share price rose 9.1% to ฿2.16 over the past week.Reported Earnings • Nov 11Third quarter 2025 earnings: EPS and revenues exceed analyst expectationsThird quarter 2025 results: EPS: ฿0.086 (up from ฿0.069 in 3Q 2024). Revenue: ฿2.01b (up 9.8% from 3Q 2024). Net income: ฿205.6m (up 26% from 3Q 2024). Profit margin: 10% (up from 9.0% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 19%. Earnings per share (EPS) also surpassed analyst estimates. Revenue is forecast to grow 1.3% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Entertainment industry in Asia. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has fallen by 38% per year, which means it is performing significantly worse than earnings.Major Estimate Revision • Oct 28Consensus EPS estimates fall by 23%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from ฿6.58b to ฿6.47b. EPS estimate also fell from ฿0.129 per share to ฿0.10 per share. Net income forecast to shrink 28% next year vs 35% growth forecast for Entertainment industry in Thailand . Consensus price target down from ฿2.40 to ฿1.97. Share price was steady at ฿1.97 over the past week.New Risk • Oct 25New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 4.2% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 4.2% per year for the foreseeable future. Minor Risks Dividend is not well covered by earnings (100% payout ratio). Profit margins are more than 30% lower than last year (4.9% net profit margin).Upcoming Dividend • Aug 15Upcoming dividend of ฿0.05 per shareEligible shareholders must have bought the stock before 22 August 2025. Payment date: 05 September 2025. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 7.5%. Lower than top quartile of Thai dividend payers (8.0%). Higher than average of industry peers (1.4%).Reported Earnings • Aug 09Second quarter 2025 earnings: EPS exceeds analyst expectationsSecond quarter 2025 results: EPS: ฿0.036 (down from ฿0.05 in 2Q 2024). Revenue: ฿1.79b (up 5.4% from 2Q 2024). Net income: ฿86.1m (down 28% from 2Q 2024). Profit margin: 4.8% (down from 7.1% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 42%. Revenue is forecast to stay flat during the next 3 years compared to a 9.7% growth forecast for the Entertainment industry in Asia. Over the last 3 years on average, earnings per share has fallen by 28% per year but the company’s share price has fallen by 36% per year, which means it is performing significantly worse than earnings.New Risk • Jul 04New major risk - Revenue and earnings growthEarnings have declined by 17% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 17% per year over the past 5 years. Minor Risk Dividend is not well covered by earnings (111% payout ratio).Major Estimate Revision • May 20Consensus EPS estimates fall by 19%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from ฿6.58b to ฿6.43b. EPS estimate also fell from ฿0.157 per share to ฿0.128 per share. Net income forecast to shrink 12% next year vs 28% growth forecast for Entertainment industry in Thailand . Consensus price target down from ฿2.61 to ฿2.54. Share price fell 9.5% to ฿2.10 over the past week.Reported Earnings • May 15First quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2025 results: ฿0.01 loss per share (down from ฿0.013 profit in 1Q 2024). Revenue: ฿1.46b (up 4.9% from 1Q 2024). Net loss: ฿23.5m (down 176% from profit in 1Q 2024). Revenue exceeded analyst estimates by 6.6%. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 1.2% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Entertainment industry in Asia. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has fallen by 42% per year, which means it is performing significantly worse than earnings.Major Estimate Revision • May 06Consensus EPS estimates fall by 15%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from ฿6.78b to ฿6.58b. EPS estimate also fell from ฿0.184 per share to ฿0.157 per share. Net income forecast to shrink 12% next year vs 27% growth forecast for Entertainment industry in Thailand . Consensus price target down from ฿3.09 to ฿2.61. Share price fell 4.7% to ฿2.46 over the past week.Price Target Changed • May 03Price target decreased by 12% to ฿2.72Down from ฿3.09, the current price target is an average from 7 analysts. New target price is 11% above last closing price of ฿2.46. Stock is down 42% over the past year. The company is forecast to post earnings per share of ฿0.18 for next year compared to ฿0.18 last year.Upcoming Dividend • Apr 29Upcoming dividend of ฿0.09 per shareEligible shareholders must have bought the stock before 06 May 2025. Payment date: 26 May 2025. Payout ratio is on the higher end at 96%, however this is supported by cash flows. Trailing yield: 6.6%. Lower than top quartile of Thai dividend payers (7.9%). Higher than average of industry peers (3.9%).お知らせ • Apr 28The ONE Enterprise Public Company Limited Approves Cash Dividend for the Period from July 1, 2024 to December 31, 2024, Payable on May 26, 2025The ONE Enterprise Public Company Limited announced that at the AGM held on April 28, 2025, the meeting approved the dividend payment for the 2024 operational results at the rate of THB 0.17 per share to the shareholders of 2,381,250,000 shares or totaling THB 404,812,500, equivalent to 94.98% of the Consolidate' s net profit from operating activities, ending December 31, 2024. The dividend paid at the rate of 0.09 baht per share will be paid from net profit (after tax) for the last six months of 2024 (from July,1 2024 December 31, 2024) according to the separate financial statements which is net profit of the Company and profit from dividends which was paid from subsidiaries divided. The dividend rate is THB 0.09 per share, paid from the profits that the company received from subsidiaries that have been subject to corporate income tax at the rate of 20%. Individual shareholders will receive a tax credit when calculating dividend tax in accordance with Section 47 bis of the Revenue Code. The Record Date to entitle rightful shareholders who may receive the dividend will be on May 7, 2025, and the payment of the dividend will be made on May 26, 2025.Major Estimate Revision • Feb 28Consensus EPS estimates fall by 20%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from ฿6.92b to ฿6.81b. EPS estimate also fell from ฿0.243 per share to ฿0.195 per share. Net income forecast to grow 8.4% next year vs 37% growth forecast for Entertainment industry in Thailand. Consensus price target down from ฿4.75 to ฿3.63. Share price fell 12% to ฿2.78 over the past week.Buy Or Sell Opportunity • Feb 24Now 28% undervalued after recent price dropOver the last 90 days, the stock has fallen 24% to ฿2.86. The fair value is estimated to be ฿3.95, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.0% over the last 3 years. Earnings per share has declined by 31%. For the next 3 years, revenue is forecast to grow by 2.6% per annum. Earnings are also forecast to grow by 7.1% per annum over the same time period.Reported Earnings • Feb 22Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: ฿0.18 (down from ฿0.21 in FY 2023). Revenue: ฿6.67b (up 2.4% from FY 2023). Net income: ฿421.0m (down 17% from FY 2023). Profit margin: 6.3% (down from 7.8% in FY 2023). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 11%. Revenue is forecast to grow 3.4% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Entertainment industry in Asia. Over the last 3 years on average, earnings per share has fallen by 31% per year whereas the company’s share price has fallen by 36% per year.お知らせ • Feb 22The ONE Enterprise Public Company Limited, Annual General Meeting, Apr 28, 2025The ONE Enterprise Public Company Limited, Annual General Meeting, Apr 28, 2025, at 14:00 SE Asia Standard Time. Location: studio 2 gmm grammy place, Thailandお知らせ • Feb 21+ 1 more updateThe ONE Enterprise Public Company Limited Announces Board ChangesThe ONE Enterprise Public Company Limited announced resignation of Miss Janjira Panitpon as Director. Effective Date is February 23, 2025. Miss Sireetorn Srisungworn appointed as Director. Effective Date is March 3, 2025. Date of board resolution is February 21, 2025.Price Target Changed • Feb 20Price target decreased by 8.9% to ฿4.47Down from ฿4.90, the current price target is an average from 6 analysts. New target price is 38% above last closing price of ฿3.24. Stock is down 24% over the past year. The company is forecast to post earnings per share of ฿0.20 for next year compared to ฿0.21 last year.Buy Or Sell Opportunity • Dec 19Now 20% undervaluedOver the last 90 days, the stock has risen 20% to ฿4.54. The fair value is estimated to be ฿5.68, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.8% over the last 3 years. Earnings per share has declined by 33%. Revenue is forecast to grow by 7.0% in 2 years. Earnings are forecast to grow by 14% in the next 2 years.Declared Dividend • Aug 26First half dividend increased to ฿0.08Dividend of ฿0.08 is 60% higher than last year. Ex-date: 5th September 2024 Payment date: 20th September 2024 Dividend yield will be 5.9%, which is lower than the industry average of 6.4%. Sustainability & Growth Dividend is covered by both earnings (64% earnings payout ratio) and cash flows (66% cash payout ratio). The dividend has increased by an average of 38% per year over the past 3 years. However, payments have been volatile during that time. EPS is expected to grow by 27% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Aug 23+ 1 more updateThe ONE Enterprise Public Company Limited Appoints Sathilada Yothawong as Company SecretaryThe ONE Enterprise Public Company Limited at its board meeting held on August 23, 2024 appointment of Ms. Sathilada Yothawong as the Company Secretary, which will be effective from August 23, 2024, onwards.Reported Earnings • Aug 10Second quarter 2024 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2024 results: EPS: ฿0.05 (down from ฿0.051 in 2Q 2023). Revenue: ฿1.70b (up 5.6% from 2Q 2023). Net income: ฿120.0m (down 1.4% from 2Q 2023). Profit margin: 7.1% (down from 7.6% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.0%. Earnings per share (EPS) also surpassed analyst estimates by 5.0%. Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Entertainment industry in Thailand.お知らせ • Jul 11the One Enterprise Public Company Limited Announces Appointment of Takonkiet Viravan as Acting Company SecretaryThe ONE Enterprise Public Company Limited informed that Ms. Wattara Arun has resigned from the position of the company secretary effective date from July 1, 2024, onwards. In this regard, the Board of Directors of the Company was resolved to appoint Mr. Takonkiet Viravan, the position of company director to perform duties as acting Company's secretary from July 1, 2024, onwards until the Board of Directors selects and appoints a person with suitable qualifications to replace the vacant company secretary and shall notify the Stock Exchange of Thailand accordingly.お知らせ • Jun 24The ONE Enterprise Public Company Limited Announces Resignation of Wattara Arun as Company Secretary, effective July 1, 2024The ONE Enterprise Public Company Limited announced that Ms. Wattara Arun has resigned from the position of the company secretary effective date from July 1, 2024 onwards.お知らせ • Jun 05The ONE Enterprise Public Company Limited Announces Appointment of Naran Poomsiri as Group Chief Financial Officer, Effective June 4, 2024The ONE Enterprise Public Company Limited announced the appointment of Mr.Naran Poomsiri as Group Chief Financial Officer, effective June 4, 2024.お知らせ • Jun 01The One Enterprise Public Company Limited Announces Resignation of Unnop Senasuttipan as Group CFO, Effective from June 1, 2024The ONE Enterprise Public Company Limited announced the resignation of Unnop Senasuttipan as Group CFO. Effective Date of Termination June 1, 2024.Major Estimate Revision • May 17Consensus EPS estimates fall by 15%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from ฿6.87b to ฿6.68b. EPS estimate also fell from ฿0.258 per share to ฿0.219 per share. Net income forecast to grow 6.3% next year vs 6.3% growth forecast for Entertainment industry in Thailand. Consensus price target down from ฿5.68 to ฿5.22. Share price fell 11% to ฿3.58 over the past week.Price Target Changed • May 13Price target decreased by 8.2% to ฿5.22Down from ฿5.68, the current price target is an average from 7 analysts. New target price is 29% above last closing price of ฿4.04. Stock is down 15% over the past year. The company is forecast to post earnings per share of ฿0.18 for next year compared to ฿0.21 last year.Reported Earnings • May 12First quarter 2024 earnings: EPS misses analyst expectationsFirst quarter 2024 results: EPS: ฿0.013 (down from ฿0.022 in 1Q 2023). Revenue: ฿1.40b (down 1.5% from 1Q 2023). Net income: ฿31.2m (down 41% from 1Q 2023). Profit margin: 2.2% (down from 3.7% in 1Q 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 13%. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Entertainment industry in Asia.お知らせ • May 09The ONE Enterprise Public Company Limited Announces Board and Committee ChangesThe ONE Enterprise Public Company Limited at its board meeting held on May 8, 2024 resolved to appoint Mr. Kanchit Bunajinda as Independent Director to replace Assoc. Prof. Dr. Sauwanee Thairungroj, effective from May 8, 2024 onwards. The meeting resolved to appoint Ms. Suvabha Charoenying (Independent Director and Chairman of Audit Committee) as the Chairman of the Audit Committee, effective from May 8, 2024 onwards. Thus, the Audit Committee consists of 3 members namely: 1. Ms. Suvabha Charoenying; Chairman of Audit Committee, 2. Mrs. Duangjai Lorlertwit; Member of Audit Committee, 3. Dr. Nalikatibhag Sangsnit; Member of Audit Committee. Nomination and Remuneration Committee consisted of 3 members namely: Ms. Suvabha Charoenying; Chairman of Nomination and Remuneration Committee, Mrs. Duangjai Lorlertwit; Member of Nomination and Remuneration Committee, Mrs. Duangmanee Sukhum; Member of Nomination and Remuneration Committee. Executive Committee consisted of 5 members namely: Mr. Takonkiet Viravan; Chairman of Executive Committee, Ms. Boosaba Daorueng; Executive Director, Mr. Rafah Damrongchaitham; Executive Director, Mr. Nipon Pewnen; Executive Director and Ms. Janjira Panitpon; Executive Director. Risk Management, Corporate Governance and Sustainability Committee consisted of 6 members namely: Mrs. Duangjai Lorlertwit Chairman, Mr. Piya Sosothikul Member, Mr. Rafah Damrongchaitham Member, Ms. Krobkeaw Panyarachun Member, Mr. Unnop Senasuttipan Member, Mr. Setthabut Marutchinda Member.お知らせ • Apr 29The ONE Enterprise Public Company Limited Approves the Dividend Payment for the Six Months of 2023 (From July, 1 2023 December 31, 2023), Payable on May 24, 2024The ONE Enterprise Public Company Limited at the AGM held on April 26, 2024, approved the dividend payment for the 2023 operational results at the rate of THB 0.18 per share to the shareholders of 2,381,250,000 shares or totaling THB 428,625,000, equivalent to 84.61% of the Consolidate' s net profit from operating activities, ended December 31, 2023. The dividend paid at the rate of THB 0.13 per share will be paid from net profit (after tax) for the last six months of 2023 (from July 1, 2023 December 31, 2023) according to the separate financial statements which is net profit of the Company and profit from dividends which was paid from subsidiaries divided into the dividend at the rate of THB 0.0278 per share which was paid from profit to receive the dividend from subsidiaries. The said dividend has already paid the corporate income tax at rate of 20% wherein individual shareholders shall be entitled to a Dividend Tax Credit under Section 47 Bis of the Revenue Code and the dividend at the rate of THB 0.1022 per share which was paid from profit to receive the dividend from subsidiaries. The said dividend is not subjected to corporate income tax payment from business operations due to the exercise of the net loss entitled to deduct legally wherein individual shareholders shall not be entitled to a Dividend Tax Credit under Section 47 Bis of the Revenue Code. The Record Date to entitle rightful shareholders who may receive the dividend will be on May 7, 2024, and the payment of the dividend will be made on May 24, 2024.お知らせ • Apr 27The ONE Enterprise Public Company Limited Announces Board ElectionsThe ONE Enterprise Public Company Limited at the AGM held on April 26, 2024, elected Ms. Boosaba Daorueng as Director and Authorized Director, Mr. Sirot Setabandhu as Director (Non-Executive Director), and Mr. Nalikatibhag Sangsnit as Independent Director.Valuation Update With 7 Day Price Move • Mar 04Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ฿5.00, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 18x in the Entertainment industry in Thailand. Total loss to shareholders of 26% over the past year.お知らせ • Feb 26the One Enterprise Public Company Limited Proposes Dividend, Payable on May 24, 2024The Board of Directors of The ONE Enterprise Public Company Limited at the Meeting held on February 23, 2024, proposed to the AGM 2024 to consider and approve the dividend payment for the 2023 operational results at the rate of THB 0.18 per share to the shareholders of 2,381,250,000 shares or totaling THB 428,625,000. Since, the Company already paid interim dividend at the rate of THB 0.05 per share, totaling approximately THB 119,062,500 to shareholders on September 15, 2023. Therefore, the remaining dividends that the Company must be paid additionally at the rate of THB 0.13 per share or approximately THB 309,562,500. The record date to entitle rightful shareholders who may receive the dividend will be on May 7, 2024, and the payment of the dividend will be made on May 24, 2024. The dividend paid at the rate of THB 0.13 per share will be paid from net profit (after tax) for the last six months (from July 1, 2023 - December 31, 2023) according to the separate financial statements which is profit from dividends from subsidiaries divided into; the dividend received from subsidiaries at the rate of THB 0.0278 per share, which subjected to 20% corporate income tax wherein individual shareholders shall be entitled to a Dividend Tax Credit under Section 47 Bis of the Revenue Code and the dividend received from subsidiaries and net profit of company at the rate of THB 0.1022 per share, which are not subjected to corporate income tax payment from business operations due to the exercise of the net loss entitled to deduct legally wherein individual shareholders shall not be entitled to a Dividend Tax Credit under Section 47 Bis of the Revenue Code.Declared Dividend • Feb 25Final dividend reduced to ฿0.13Dividend of ฿0.13 is 19% lower than last year. Ex-date: 3rd May 2024 Payment date: 24th May 2024 Dividend yield will be 4.2%, which is lower than the industry average of 6.4%. Sustainability & Growth Dividend is not covered by earnings (106% earnings payout ratio) nor is it covered by cash flows (129% cash payout ratio). The dividend has increased by an average of 74% per year over the past 2 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 18% to bring the payout ratio under control. EPS is expected to grow by 24% over the next 2 years, which is sufficient to bring the dividend into a sustainable range.Reported Earnings • Feb 24Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: ฿0.21 (down from ฿0.31 in FY 2022). Revenue: ฿6.51b (up 4.6% from FY 2022). Net income: ฿505.1m (down 32% from FY 2022). Profit margin: 7.8% (down from 12% in FY 2022). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.7%. Revenue is forecast to grow 5.1% p.a. on average during the next 2 years, compared to a 8.6% growth forecast for the Entertainment industry in Thailand.お知らせ • Feb 24The ONE Enterprise Public Company Limited, Annual General Meeting, Apr 26, 2024The ONE Enterprise Public Company Limited, Annual General Meeting, Apr 26, 2024, at 13:00 SE Asia Standard Time. Agenda: To acknowledge the declaration of the 2023 operational results and the Company's annual report; to acknowledge the change in use of Initial Public Offering (IPO) proceeds; to approve the Statements of Financial Position and the Comprehensive Income Statements for the fiscal year ending 31 December 2023; to approve the apportionment as statutory reserve fund from the 2023 operational results; to approve the appointment of directors in place of those who are due to retire by rotation for the year 2024; to approve the appointment of the auditors and the determination of the audit fee for the year 2024; and to consider other matters.お知らせ • Feb 23The ONE Enterprise Public Company Limited Announces Executive ChangesThe One Enterprise Public Company Limited announced that the Board of Director Meeting held on February 23, 2024, acknowledged the resignation of Mr. Fahmai Damrongchaitham and Ms. Chonlaya Promsri from being Director, effective from February 23, 2024 onwards. In this regard, the meeting resolved to appoint as following details: Ms. Ingfah Damrongchaitham to replace Mr. Fahmai Damrongchaitham, who resigned with effective from February 23, 2024, onwards. Ms. Janjira Panitpon as Director to replace Ms. Chonlaya Promsri, who resigned with effective from February 23, 2024, onwards. In this regards, Ms. Janjira Panitpon was appointed as Executive Director to replace Mr. Fahmai Damrongchaitham with effective from February 23, 2024, onwards.Valuation Update With 7 Day Price Move • Jan 02Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ฿4.24, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 17x in the Entertainment industry in Thailand. Total loss to shareholders of 45% over the past year.Reported Earnings • Nov 16Third quarter 2023 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2023 results: EPS: ฿0.064 (down from ฿0.069 in 3Q 2022). Revenue: ฿1.75b (up 5.8% from 3Q 2022). Net income: ฿151.4m (down 7.7% from 3Q 2022). Profit margin: 8.6% (down from 9.9% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.8%. Earnings per share (EPS) missed analyst estimates by 1.5%. Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 9.0% growth forecast for the Entertainment industry in Thailand.Upcoming Dividend • Aug 24Upcoming dividend of ฿0.05 per share at 4.5% yieldEligible shareholders must have bought the stock before 31 August 2023. Payment date: 15 September 2023. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 4.5%. Lower than top quartile of Thai dividend payers (6.3%). Higher than average of industry peers (3.5%).お知らせ • Aug 22The ONE Enterprise Public Company Limited Announces Risk Management, Corporate Governance and Sustainability Committee as New Sub-CommitteeThe ONE Enterprise Public Company Limited announced that at the board meeting held on August 18, 2023 approved the Risk Management, Corporate Governance and Sustainability Committee (RCGS) as new sub-committee and appoint the member of the said sub-committee as follows: Mrs. Duangjai Lorlertwit: Chairman of Risk Management, Corporate Governance and Sustainability Committee; Dr. Somruedee Srichanya: Member of Risk Management, Corporate Governance and Sustainability Committee; Mr. Piya Sosothikul: Member of Risk Management, Corporate Governance and Sustainability Committee; Mr. Unnop Senasuttipan: Member of Risk Management, Corporate Governance and Sustainability Committee; Mr. Rafah Damrongchaitham: Member of Risk Management, Corporate Governance and Sustainability Committee; Ms. Krobkeaw Panyarachun: Member of Risk Management, Corporate Governance and Sustainability Committee and Mr. Setthabut Marutchinda: Member of Risk Management, Corporate Governance and Sustainability Committee.お知らせ • Aug 19The One Enterprise Public Company Limited Announces Cash Dividend for Operating Period from 01-Jan-2023 to 30-Jun-2023, Payable on 15-Sep-2023The ONE Enterprise Public Company Limited announced cash dividend of THB 0.05 per share for Operating period from 01-Jan-2023 to 30-Jun-2023 and Retained Earnings. Record date for the right to receive dividends: 01-Sep-2023. Ex-dividend date: 31-Aug-2023. Payment date: 15-Sep-2023.Major Estimate Revision • Aug 17Consensus EPS estimates fall by 22%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate fell from ฿0.262 to ฿0.203 per share. Revenue forecast steady at ฿6.30b. Net income forecast to grow 19% next year vs 32% growth forecast for Entertainment industry in Thailand. Consensus price target down from ฿6.22 to ฿6.06. Share price fell 8.1% to ฿4.34 over the past week.Reported Earnings • Aug 12Second quarter 2023 earnings released: EPS: ฿0.051 (vs ฿0.075 in 2Q 2022)Second quarter 2023 results: EPS: ฿0.051 (down from ฿0.075 in 2Q 2022). Revenue: ฿1.61b (up 4.9% from 2Q 2022). Net income: ฿121.8m (down 32% from 2Q 2022). Profit margin: 7.6% (down from 12% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.9% p.a. on average during the next 3 years, compared to a 9.1% growth forecast for the Entertainment industry in Thailand.Price Target Changed • May 17Price target decreased by 7.9% to ฿7.63Down from ฿8.28, the current price target is an average from 7 analysts. New target price is 59% above last closing price of ฿4.80. Stock is down 56% over the past year. The company is forecast to post earnings per share of ฿0.30 for next year compared to ฿0.31 last year.Upcoming Dividend • May 02Upcoming dividend of ฿0.16 per share at 5.9% yieldEligible shareholders must have bought the stock before 08 May 2023. Payment date: 26 May 2023. Payout ratio is on the higher end at 90%, and the cash payout ratio is above 100%. Trailing yield: 5.9%. Lower than top quartile of Thai dividend payers (6.2%). Higher than average of industry peers (2.6%).Price Target Changed • Mar 22Price target decreased by 13% to ฿8.64Down from ฿9.90, the current price target is an average from 7 analysts. New target price is 44% above last closing price of ฿6.00. Stock is down 52% over the past year. The company is forecast to post earnings per share of ฿0.34 for next year compared to ฿0.31 last year.Valuation Update With 7 Day Price Move • Mar 16Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to ฿5.85, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 24x in the Entertainment industry in Thailand. Total loss to shareholders of 49% over the past year. Simply Wall St's valuation model estimates the intrinsic value at ฿5.98 per share.Price Target Changed • Feb 15Price target decreased by 8.2% to ฿10.39Down from ฿11.31, the current price target is an average from 7 analysts. New target price is 42% above last closing price of ฿7.30. Stock is down 41% over the past year. The company is forecast to post earnings per share of ฿0.32 for next year compared to ฿0.42 last year.Upcoming Dividend • Aug 16Upcoming dividend of ฿0.12 per shareEligible shareholders must have bought the stock before 23 August 2022. Payment date: 09 September 2022. Payout ratio is a comfortable 52% and this is well supported by cash flows. Trailing yield: 1.3%. Lower than top quartile of Thai dividend payers (5.4%). Lower than average of industry peers (3.3%).Reported Earnings • Aug 14Second quarter 2022 earnings: EPS and revenues miss analyst expectationsSecond quarter 2022 results: EPS: ฿0.075 (down from ฿0.14 in 2Q 2021). Revenue: ฿1.53b (up 8.5% from 2Q 2021). Net income: ฿179.0m (down 32% from 2Q 2021). Profit margin: 12% (down from 19% in 2Q 2021). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 100%. Earnings per share (EPS) also missed analyst estimates by 100%. Over the next year, revenue is forecast to grow 13%, compared to a 34% growth forecast for the industry in Thailand.Reported Earnings • May 14First quarter 2022 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2022 results: EPS: ฿0.11 (up from ฿0.10 in 1Q 2021). Revenue: ฿1.59b (up 16% from 1Q 2021). Net income: ฿250.3m (up 30% from 1Q 2021). Profit margin: 16% (up from 14% in 1Q 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 7.1%. Earnings per share (EPS) also surpassed analyst estimates by 16%. Over the next year, revenue is forecast to grow 8.1%, compared to a 50% growth forecast for the industry in Thailand.Reported Earnings • Feb 24Full year 2021 earnings: EPS and revenues exceed analyst expectationsFull year 2021 results: EPS: ฿0.42 (down from ฿16.64 in FY 2020). Revenue: ฿5.44b (up 69% from FY 2020). Net income: ฿828.4m (up 31% from FY 2020). Profit margin: 15% (down from 20% in FY 2020). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 5.3%. Earnings per share (EPS) also surpassed analyst estimates by 9.6%. Over the next year, revenue is forecast to grow 7.7%, compared to a 47% growth forecast for the industry in Thailand.収支内訳ONE Enterprise 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:ONEE 収益、費用、利益 ( )THB Millions日付収益収益G+A経費研究開発費31 Mar 267,6815282,208031 Dec 257,3174502,122030 Sep 257,0093742,079030 Jun 256,8293322,091031 Mar 256,7373662,123031 Dec 246,6694212,119030 Sep 246,6604942,100030 Jun 246,5834822,036031 Mar 246,4944841,989031 Dec 236,5155051,963030 Sep 236,2274711,868030 Jun 236,1324831,859031 Mar 236,0565411,822031 Dec 226,2277391,813030 Sep 226,3207991,889030 Jun 225,7738031,777031 Mar 225,6548861,741031 Dec 215,4368281,707030 Sep 214,9268801,486030 Jun 214,6018691,381031 Mar 213,7857211,125031 Dec 203,215631925031 Dec 192,7731788680質の高い収益: ONEEは 高品質の収益 を持っています。利益率の向上: ONEEの現在の純利益率 (6.9%)は、昨年(5.4%)よりも高くなっています。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: ONEEの収益は過去 5 年間で年間17.8%減少しました。成長の加速: ONEEの過去 1 年間の収益成長率 ( 44.1% ) は、5 年間の平均 ( 年間-17.8%を上回っています。収益対業界: ONEEの過去 1 年間の収益成長率 ( 44.1% ) はEntertainment業界-24.5%を上回りました。株主資本利益率高いROE: ONEEの 自己資本利益率 ( 7.2% ) は 低い とみなされます。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7D1Y7D1Y7D1YMedia 、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2026/05/21 12:56終値2026/05/21 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋The ONE Enterprise Public Company Limited 6 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。7 アナリスト機関Suppapong IemkongaekBofA Global ResearchDithanop VattanawakinKrungsri Securities Public Company LimitedSiam TiyanontPhillip Securities (Thailand) PCL4 その他のアナリストを表示
Reported Earnings • May 14First quarter 2026 earnings released: EPS: ฿0.023 (vs ฿0.01 loss in 1Q 2025)First quarter 2026 results: EPS: ฿0.023 (up from ฿0.01 loss in 1Q 2025). Revenue: ฿1.83b (up 25% from 1Q 2025). Net income: ฿53.7m (up ฿77.3m from 1Q 2025). Profit margin: 2.9% (up from net loss in 1Q 2025). The move to profitability was driven by higher revenue. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the Entertainment industry in Asia. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has fallen by 21% per year, which means it is performing significantly worse than earnings.
Reported Earnings • Feb 25Full year 2025 earnings released: EPS: ฿0.19 (vs ฿0.18 in FY 2024)Full year 2025 results: EPS: ฿0.19 (up from ฿0.18 in FY 2024). Revenue: ฿7.32b (up 9.7% from FY 2024). Net income: ฿450.5m (up 7.0% from FY 2024). Profit margin: 6.2% (down from 6.3% in FY 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 9.9% growth forecast for the Entertainment industry in Asia. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has fallen by 26% per year, which means it is performing significantly worse than earnings.
Reported Earnings • Nov 11Third quarter 2025 earnings: EPS and revenues exceed analyst expectationsThird quarter 2025 results: EPS: ฿0.086 (up from ฿0.069 in 3Q 2024). Revenue: ฿2.01b (up 9.8% from 3Q 2024). Net income: ฿205.6m (up 26% from 3Q 2024). Profit margin: 10% (up from 9.0% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 19%. Earnings per share (EPS) also surpassed analyst estimates. Revenue is forecast to grow 1.3% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Entertainment industry in Asia. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has fallen by 38% per year, which means it is performing significantly worse than earnings.
Reported Earnings • Aug 09Second quarter 2025 earnings: EPS exceeds analyst expectationsSecond quarter 2025 results: EPS: ฿0.036 (down from ฿0.05 in 2Q 2024). Revenue: ฿1.79b (up 5.4% from 2Q 2024). Net income: ฿86.1m (down 28% from 2Q 2024). Profit margin: 4.8% (down from 7.1% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 42%. Revenue is forecast to stay flat during the next 3 years compared to a 9.7% growth forecast for the Entertainment industry in Asia. Over the last 3 years on average, earnings per share has fallen by 28% per year but the company’s share price has fallen by 36% per year, which means it is performing significantly worse than earnings.
Reported Earnings • May 15First quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2025 results: ฿0.01 loss per share (down from ฿0.013 profit in 1Q 2024). Revenue: ฿1.46b (up 4.9% from 1Q 2024). Net loss: ฿23.5m (down 176% from profit in 1Q 2024). Revenue exceeded analyst estimates by 6.6%. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 1.2% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Entertainment industry in Asia. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has fallen by 42% per year, which means it is performing significantly worse than earnings.
Reported Earnings • Feb 22Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: ฿0.18 (down from ฿0.21 in FY 2023). Revenue: ฿6.67b (up 2.4% from FY 2023). Net income: ฿421.0m (down 17% from FY 2023). Profit margin: 6.3% (down from 7.8% in FY 2023). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 11%. Revenue is forecast to grow 3.4% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Entertainment industry in Asia. Over the last 3 years on average, earnings per share has fallen by 31% per year whereas the company’s share price has fallen by 36% per year.
Reported Earnings • May 14First quarter 2026 earnings released: EPS: ฿0.023 (vs ฿0.01 loss in 1Q 2025)First quarter 2026 results: EPS: ฿0.023 (up from ฿0.01 loss in 1Q 2025). Revenue: ฿1.83b (up 25% from 1Q 2025). Net income: ฿53.7m (up ฿77.3m from 1Q 2025). Profit margin: 2.9% (up from net loss in 1Q 2025). The move to profitability was driven by higher revenue. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the Entertainment industry in Asia. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has fallen by 21% per year, which means it is performing significantly worse than earnings.
Upcoming Dividend • Apr 28Upcoming dividend of ฿0.13 per shareEligible shareholders must have bought the stock before 05 May 2026. Payment date: 20 May 2026. Payout ratio is on the higher end at 95%, however this is supported by cash flows. Trailing yield: 6.8%. Lower than top quartile of Thai dividend payers (7.5%). Higher than average of industry peers (5.6%).
Price Target Changed • Mar 26Price target increased by 7.0% to ฿3.17Up from ฿2.96, the current price target is an average from 5 analysts. New target price is 21% above last closing price of ฿2.62. Stock is up 1.6% over the past year. The company is forecast to post earnings per share of ฿0.20 for next year compared to ฿0.19 last year.
Buy Or Sell Opportunity • Mar 05Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 27% to ฿2.72. The fair value is estimated to be ฿2.25, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 5.4% over the last 3 years. Earnings per share has declined by 17%. For the next 3 years, revenue is forecast to grow by 4.9% per annum. Earnings are also forecast to grow by 8.3% per annum over the same time period.
Major Estimate Revision • Mar 03Consensus EPS estimates increase by 19%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from ฿7.23b to ฿7.60b. EPS estimate increased from ฿0.168 to ฿0.20 per share. Net income forecast to grow 7.1% next year vs 28% growth forecast for Entertainment industry in Thailand. Consensus price target up from ฿2.66 to ฿2.96. Share price fell 6.1% to ฿2.78 over the past week.
Declared Dividend • Feb 25Final dividend of ฿0.13 announcedShareholders will receive a dividend of ฿0.13. Ex-date: 5th May 2026 Payment date: 20th May 2026 Dividend yield will be 6.2%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by both earnings (89% earnings payout ratio) and cash flows (47% cash payout ratio). The dividend has increased by an average of 25% per year over the past 4 years. However, payments have been volatile during that time. EPS is expected to grow by 28% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Feb 25Full year 2025 earnings released: EPS: ฿0.19 (vs ฿0.18 in FY 2024)Full year 2025 results: EPS: ฿0.19 (up from ฿0.18 in FY 2024). Revenue: ฿7.32b (up 9.7% from FY 2024). Net income: ฿450.5m (up 7.0% from FY 2024). Profit margin: 6.2% (down from 6.3% in FY 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 9.9% growth forecast for the Entertainment industry in Asia. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has fallen by 26% per year, which means it is performing significantly worse than earnings.
お知らせ • Feb 24The One Enterprise Public Company Limited Proposes Cash Dividend for the Period from July 1, 2025 to December 31, 2025, Payable on May 20, 2026The ONE Enterprise Public Company Limited announced that at the Annual General Meeting to be held on April 27, 2026, proposed cash dividend of THB 0.13 per share for the Period from July 1, 2025 to December 31, 2025. Record date for the right to receive dividends is May 6, 2026, Ex-dividend date is May 5, 2026 and Payment date is May 20, 2026. Date of board resolution is February 23, 2026.
New Risk • Feb 24New 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 2.7% 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: 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 (2.7% average weekly change).
Valuation Update With 7 Day Price Move • Feb 24Investor sentiment improves as stock rises 24%After last week's 24% share price gain to ฿2.96, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 20x in the Entertainment industry in Asia. Total loss to shareholders of 53% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ฿2.52 per share.
お知らせ • Feb 23The ONE Enterprise Public Company Limited, Annual General Meeting, Apr 27, 2026The ONE Enterprise Public Company Limited, Annual General Meeting, Apr 27, 2026, at 14:00 SE Asia Standard Time.
Price Target Changed • Feb 21Price target increased by 7.8% to ฿2.78Up from ฿2.58, the current price target is an average from 4 analysts. New target price is 16% above last closing price of ฿2.40. Stock is down 24% over the past year. The company is forecast to post earnings per share of ฿0.16 for next year compared to ฿0.18 last year.
Major Estimate Revision • Nov 19Consensus EPS estimates increase by 18%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from ฿6.61b to ฿7.05b. EPS estimate increased from ฿0.136 to ฿0.16 per share. Net income forecast to shrink 12% next year vs 24% growth forecast for Entertainment industry in Thailand . Consensus price target up from ฿2.05 to ฿2.23. Share price fell 6.3% to ฿2.08 over the past week.
Major Estimate Revision • Nov 17Consensus EPS estimates increase by 36%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from ฿6.47b to ฿6.61b. EPS estimate increased from ฿0.10 to ฿0.136 per share. Net income forecast to shrink 20% next year vs 26% growth forecast for Entertainment industry in Thailand . Consensus price target broadly unchanged at ฿2.05. Share price rose 9.1% to ฿2.16 over the past week.
Reported Earnings • Nov 11Third quarter 2025 earnings: EPS and revenues exceed analyst expectationsThird quarter 2025 results: EPS: ฿0.086 (up from ฿0.069 in 3Q 2024). Revenue: ฿2.01b (up 9.8% from 3Q 2024). Net income: ฿205.6m (up 26% from 3Q 2024). Profit margin: 10% (up from 9.0% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 19%. Earnings per share (EPS) also surpassed analyst estimates. Revenue is forecast to grow 1.3% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Entertainment industry in Asia. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has fallen by 38% per year, which means it is performing significantly worse than earnings.
Major Estimate Revision • Oct 28Consensus EPS estimates fall by 23%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from ฿6.58b to ฿6.47b. EPS estimate also fell from ฿0.129 per share to ฿0.10 per share. Net income forecast to shrink 28% next year vs 35% growth forecast for Entertainment industry in Thailand . Consensus price target down from ฿2.40 to ฿1.97. Share price was steady at ฿1.97 over the past week.
New Risk • Oct 25New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 4.2% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 4.2% per year for the foreseeable future. Minor Risks Dividend is not well covered by earnings (100% payout ratio). Profit margins are more than 30% lower than last year (4.9% net profit margin).
Upcoming Dividend • Aug 15Upcoming dividend of ฿0.05 per shareEligible shareholders must have bought the stock before 22 August 2025. Payment date: 05 September 2025. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 7.5%. Lower than top quartile of Thai dividend payers (8.0%). Higher than average of industry peers (1.4%).
Reported Earnings • Aug 09Second quarter 2025 earnings: EPS exceeds analyst expectationsSecond quarter 2025 results: EPS: ฿0.036 (down from ฿0.05 in 2Q 2024). Revenue: ฿1.79b (up 5.4% from 2Q 2024). Net income: ฿86.1m (down 28% from 2Q 2024). Profit margin: 4.8% (down from 7.1% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 42%. Revenue is forecast to stay flat during the next 3 years compared to a 9.7% growth forecast for the Entertainment industry in Asia. Over the last 3 years on average, earnings per share has fallen by 28% per year but the company’s share price has fallen by 36% per year, which means it is performing significantly worse than earnings.
New Risk • Jul 04New major risk - Revenue and earnings growthEarnings have declined by 17% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 17% per year over the past 5 years. Minor Risk Dividend is not well covered by earnings (111% payout ratio).
Major Estimate Revision • May 20Consensus EPS estimates fall by 19%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from ฿6.58b to ฿6.43b. EPS estimate also fell from ฿0.157 per share to ฿0.128 per share. Net income forecast to shrink 12% next year vs 28% growth forecast for Entertainment industry in Thailand . Consensus price target down from ฿2.61 to ฿2.54. Share price fell 9.5% to ฿2.10 over the past week.
Reported Earnings • May 15First quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2025 results: ฿0.01 loss per share (down from ฿0.013 profit in 1Q 2024). Revenue: ฿1.46b (up 4.9% from 1Q 2024). Net loss: ฿23.5m (down 176% from profit in 1Q 2024). Revenue exceeded analyst estimates by 6.6%. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 1.2% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Entertainment industry in Asia. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has fallen by 42% per year, which means it is performing significantly worse than earnings.
Major Estimate Revision • May 06Consensus EPS estimates fall by 15%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from ฿6.78b to ฿6.58b. EPS estimate also fell from ฿0.184 per share to ฿0.157 per share. Net income forecast to shrink 12% next year vs 27% growth forecast for Entertainment industry in Thailand . Consensus price target down from ฿3.09 to ฿2.61. Share price fell 4.7% to ฿2.46 over the past week.
Price Target Changed • May 03Price target decreased by 12% to ฿2.72Down from ฿3.09, the current price target is an average from 7 analysts. New target price is 11% above last closing price of ฿2.46. Stock is down 42% over the past year. The company is forecast to post earnings per share of ฿0.18 for next year compared to ฿0.18 last year.
Upcoming Dividend • Apr 29Upcoming dividend of ฿0.09 per shareEligible shareholders must have bought the stock before 06 May 2025. Payment date: 26 May 2025. Payout ratio is on the higher end at 96%, however this is supported by cash flows. Trailing yield: 6.6%. Lower than top quartile of Thai dividend payers (7.9%). Higher than average of industry peers (3.9%).
お知らせ • Apr 28The ONE Enterprise Public Company Limited Approves Cash Dividend for the Period from July 1, 2024 to December 31, 2024, Payable on May 26, 2025The ONE Enterprise Public Company Limited announced that at the AGM held on April 28, 2025, the meeting approved the dividend payment for the 2024 operational results at the rate of THB 0.17 per share to the shareholders of 2,381,250,000 shares or totaling THB 404,812,500, equivalent to 94.98% of the Consolidate' s net profit from operating activities, ending December 31, 2024. The dividend paid at the rate of 0.09 baht per share will be paid from net profit (after tax) for the last six months of 2024 (from July,1 2024 December 31, 2024) according to the separate financial statements which is net profit of the Company and profit from dividends which was paid from subsidiaries divided. The dividend rate is THB 0.09 per share, paid from the profits that the company received from subsidiaries that have been subject to corporate income tax at the rate of 20%. Individual shareholders will receive a tax credit when calculating dividend tax in accordance with Section 47 bis of the Revenue Code. The Record Date to entitle rightful shareholders who may receive the dividend will be on May 7, 2025, and the payment of the dividend will be made on May 26, 2025.
Major Estimate Revision • Feb 28Consensus EPS estimates fall by 20%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from ฿6.92b to ฿6.81b. EPS estimate also fell from ฿0.243 per share to ฿0.195 per share. Net income forecast to grow 8.4% next year vs 37% growth forecast for Entertainment industry in Thailand. Consensus price target down from ฿4.75 to ฿3.63. Share price fell 12% to ฿2.78 over the past week.
Buy Or Sell Opportunity • Feb 24Now 28% undervalued after recent price dropOver the last 90 days, the stock has fallen 24% to ฿2.86. The fair value is estimated to be ฿3.95, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.0% over the last 3 years. Earnings per share has declined by 31%. For the next 3 years, revenue is forecast to grow by 2.6% per annum. Earnings are also forecast to grow by 7.1% per annum over the same time period.
Reported Earnings • Feb 22Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: ฿0.18 (down from ฿0.21 in FY 2023). Revenue: ฿6.67b (up 2.4% from FY 2023). Net income: ฿421.0m (down 17% from FY 2023). Profit margin: 6.3% (down from 7.8% in FY 2023). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 11%. Revenue is forecast to grow 3.4% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Entertainment industry in Asia. Over the last 3 years on average, earnings per share has fallen by 31% per year whereas the company’s share price has fallen by 36% per year.
お知らせ • Feb 22The ONE Enterprise Public Company Limited, Annual General Meeting, Apr 28, 2025The ONE Enterprise Public Company Limited, Annual General Meeting, Apr 28, 2025, at 14:00 SE Asia Standard Time. Location: studio 2 gmm grammy place, Thailand
お知らせ • Feb 21+ 1 more updateThe ONE Enterprise Public Company Limited Announces Board ChangesThe ONE Enterprise Public Company Limited announced resignation of Miss Janjira Panitpon as Director. Effective Date is February 23, 2025. Miss Sireetorn Srisungworn appointed as Director. Effective Date is March 3, 2025. Date of board resolution is February 21, 2025.
Price Target Changed • Feb 20Price target decreased by 8.9% to ฿4.47Down from ฿4.90, the current price target is an average from 6 analysts. New target price is 38% above last closing price of ฿3.24. Stock is down 24% over the past year. The company is forecast to post earnings per share of ฿0.20 for next year compared to ฿0.21 last year.
Buy Or Sell Opportunity • Dec 19Now 20% undervaluedOver the last 90 days, the stock has risen 20% to ฿4.54. The fair value is estimated to be ฿5.68, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.8% over the last 3 years. Earnings per share has declined by 33%. Revenue is forecast to grow by 7.0% in 2 years. Earnings are forecast to grow by 14% in the next 2 years.
Declared Dividend • Aug 26First half dividend increased to ฿0.08Dividend of ฿0.08 is 60% higher than last year. Ex-date: 5th September 2024 Payment date: 20th September 2024 Dividend yield will be 5.9%, which is lower than the industry average of 6.4%. Sustainability & Growth Dividend is covered by both earnings (64% earnings payout ratio) and cash flows (66% cash payout ratio). The dividend has increased by an average of 38% per year over the past 3 years. However, payments have been volatile during that time. EPS is expected to grow by 27% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Aug 23+ 1 more updateThe ONE Enterprise Public Company Limited Appoints Sathilada Yothawong as Company SecretaryThe ONE Enterprise Public Company Limited at its board meeting held on August 23, 2024 appointment of Ms. Sathilada Yothawong as the Company Secretary, which will be effective from August 23, 2024, onwards.
Reported Earnings • Aug 10Second quarter 2024 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2024 results: EPS: ฿0.05 (down from ฿0.051 in 2Q 2023). Revenue: ฿1.70b (up 5.6% from 2Q 2023). Net income: ฿120.0m (down 1.4% from 2Q 2023). Profit margin: 7.1% (down from 7.6% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.0%. Earnings per share (EPS) also surpassed analyst estimates by 5.0%. Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Entertainment industry in Thailand.
お知らせ • Jul 11the One Enterprise Public Company Limited Announces Appointment of Takonkiet Viravan as Acting Company SecretaryThe ONE Enterprise Public Company Limited informed that Ms. Wattara Arun has resigned from the position of the company secretary effective date from July 1, 2024, onwards. In this regard, the Board of Directors of the Company was resolved to appoint Mr. Takonkiet Viravan, the position of company director to perform duties as acting Company's secretary from July 1, 2024, onwards until the Board of Directors selects and appoints a person with suitable qualifications to replace the vacant company secretary and shall notify the Stock Exchange of Thailand accordingly.
お知らせ • Jun 24The ONE Enterprise Public Company Limited Announces Resignation of Wattara Arun as Company Secretary, effective July 1, 2024The ONE Enterprise Public Company Limited announced that Ms. Wattara Arun has resigned from the position of the company secretary effective date from July 1, 2024 onwards.
お知らせ • Jun 05The ONE Enterprise Public Company Limited Announces Appointment of Naran Poomsiri as Group Chief Financial Officer, Effective June 4, 2024The ONE Enterprise Public Company Limited announced the appointment of Mr.Naran Poomsiri as Group Chief Financial Officer, effective June 4, 2024.
お知らせ • Jun 01The One Enterprise Public Company Limited Announces Resignation of Unnop Senasuttipan as Group CFO, Effective from June 1, 2024The ONE Enterprise Public Company Limited announced the resignation of Unnop Senasuttipan as Group CFO. Effective Date of Termination June 1, 2024.
Major Estimate Revision • May 17Consensus EPS estimates fall by 15%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from ฿6.87b to ฿6.68b. EPS estimate also fell from ฿0.258 per share to ฿0.219 per share. Net income forecast to grow 6.3% next year vs 6.3% growth forecast for Entertainment industry in Thailand. Consensus price target down from ฿5.68 to ฿5.22. Share price fell 11% to ฿3.58 over the past week.
Price Target Changed • May 13Price target decreased by 8.2% to ฿5.22Down from ฿5.68, the current price target is an average from 7 analysts. New target price is 29% above last closing price of ฿4.04. Stock is down 15% over the past year. The company is forecast to post earnings per share of ฿0.18 for next year compared to ฿0.21 last year.
Reported Earnings • May 12First quarter 2024 earnings: EPS misses analyst expectationsFirst quarter 2024 results: EPS: ฿0.013 (down from ฿0.022 in 1Q 2023). Revenue: ฿1.40b (down 1.5% from 1Q 2023). Net income: ฿31.2m (down 41% from 1Q 2023). Profit margin: 2.2% (down from 3.7% in 1Q 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 13%. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Entertainment industry in Asia.
お知らせ • May 09The ONE Enterprise Public Company Limited Announces Board and Committee ChangesThe ONE Enterprise Public Company Limited at its board meeting held on May 8, 2024 resolved to appoint Mr. Kanchit Bunajinda as Independent Director to replace Assoc. Prof. Dr. Sauwanee Thairungroj, effective from May 8, 2024 onwards. The meeting resolved to appoint Ms. Suvabha Charoenying (Independent Director and Chairman of Audit Committee) as the Chairman of the Audit Committee, effective from May 8, 2024 onwards. Thus, the Audit Committee consists of 3 members namely: 1. Ms. Suvabha Charoenying; Chairman of Audit Committee, 2. Mrs. Duangjai Lorlertwit; Member of Audit Committee, 3. Dr. Nalikatibhag Sangsnit; Member of Audit Committee. Nomination and Remuneration Committee consisted of 3 members namely: Ms. Suvabha Charoenying; Chairman of Nomination and Remuneration Committee, Mrs. Duangjai Lorlertwit; Member of Nomination and Remuneration Committee, Mrs. Duangmanee Sukhum; Member of Nomination and Remuneration Committee. Executive Committee consisted of 5 members namely: Mr. Takonkiet Viravan; Chairman of Executive Committee, Ms. Boosaba Daorueng; Executive Director, Mr. Rafah Damrongchaitham; Executive Director, Mr. Nipon Pewnen; Executive Director and Ms. Janjira Panitpon; Executive Director. Risk Management, Corporate Governance and Sustainability Committee consisted of 6 members namely: Mrs. Duangjai Lorlertwit Chairman, Mr. Piya Sosothikul Member, Mr. Rafah Damrongchaitham Member, Ms. Krobkeaw Panyarachun Member, Mr. Unnop Senasuttipan Member, Mr. Setthabut Marutchinda Member.
お知らせ • Apr 29The ONE Enterprise Public Company Limited Approves the Dividend Payment for the Six Months of 2023 (From July, 1 2023 December 31, 2023), Payable on May 24, 2024The ONE Enterprise Public Company Limited at the AGM held on April 26, 2024, approved the dividend payment for the 2023 operational results at the rate of THB 0.18 per share to the shareholders of 2,381,250,000 shares or totaling THB 428,625,000, equivalent to 84.61% of the Consolidate' s net profit from operating activities, ended December 31, 2023. The dividend paid at the rate of THB 0.13 per share will be paid from net profit (after tax) for the last six months of 2023 (from July 1, 2023 December 31, 2023) according to the separate financial statements which is net profit of the Company and profit from dividends which was paid from subsidiaries divided into the dividend at the rate of THB 0.0278 per share which was paid from profit to receive the dividend from subsidiaries. The said dividend has already paid the corporate income tax at rate of 20% wherein individual shareholders shall be entitled to a Dividend Tax Credit under Section 47 Bis of the Revenue Code and the dividend at the rate of THB 0.1022 per share which was paid from profit to receive the dividend from subsidiaries. The said dividend is not subjected to corporate income tax payment from business operations due to the exercise of the net loss entitled to deduct legally wherein individual shareholders shall not be entitled to a Dividend Tax Credit under Section 47 Bis of the Revenue Code. The Record Date to entitle rightful shareholders who may receive the dividend will be on May 7, 2024, and the payment of the dividend will be made on May 24, 2024.
お知らせ • Apr 27The ONE Enterprise Public Company Limited Announces Board ElectionsThe ONE Enterprise Public Company Limited at the AGM held on April 26, 2024, elected Ms. Boosaba Daorueng as Director and Authorized Director, Mr. Sirot Setabandhu as Director (Non-Executive Director), and Mr. Nalikatibhag Sangsnit as Independent Director.
Valuation Update With 7 Day Price Move • Mar 04Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ฿5.00, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 18x in the Entertainment industry in Thailand. Total loss to shareholders of 26% over the past year.
お知らせ • Feb 26the One Enterprise Public Company Limited Proposes Dividend, Payable on May 24, 2024The Board of Directors of The ONE Enterprise Public Company Limited at the Meeting held on February 23, 2024, proposed to the AGM 2024 to consider and approve the dividend payment for the 2023 operational results at the rate of THB 0.18 per share to the shareholders of 2,381,250,000 shares or totaling THB 428,625,000. Since, the Company already paid interim dividend at the rate of THB 0.05 per share, totaling approximately THB 119,062,500 to shareholders on September 15, 2023. Therefore, the remaining dividends that the Company must be paid additionally at the rate of THB 0.13 per share or approximately THB 309,562,500. The record date to entitle rightful shareholders who may receive the dividend will be on May 7, 2024, and the payment of the dividend will be made on May 24, 2024. The dividend paid at the rate of THB 0.13 per share will be paid from net profit (after tax) for the last six months (from July 1, 2023 - December 31, 2023) according to the separate financial statements which is profit from dividends from subsidiaries divided into; the dividend received from subsidiaries at the rate of THB 0.0278 per share, which subjected to 20% corporate income tax wherein individual shareholders shall be entitled to a Dividend Tax Credit under Section 47 Bis of the Revenue Code and the dividend received from subsidiaries and net profit of company at the rate of THB 0.1022 per share, which are not subjected to corporate income tax payment from business operations due to the exercise of the net loss entitled to deduct legally wherein individual shareholders shall not be entitled to a Dividend Tax Credit under Section 47 Bis of the Revenue Code.
Declared Dividend • Feb 25Final dividend reduced to ฿0.13Dividend of ฿0.13 is 19% lower than last year. Ex-date: 3rd May 2024 Payment date: 24th May 2024 Dividend yield will be 4.2%, which is lower than the industry average of 6.4%. Sustainability & Growth Dividend is not covered by earnings (106% earnings payout ratio) nor is it covered by cash flows (129% cash payout ratio). The dividend has increased by an average of 74% per year over the past 2 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 18% to bring the payout ratio under control. EPS is expected to grow by 24% over the next 2 years, which is sufficient to bring the dividend into a sustainable range.
Reported Earnings • Feb 24Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: ฿0.21 (down from ฿0.31 in FY 2022). Revenue: ฿6.51b (up 4.6% from FY 2022). Net income: ฿505.1m (down 32% from FY 2022). Profit margin: 7.8% (down from 12% in FY 2022). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.7%. Revenue is forecast to grow 5.1% p.a. on average during the next 2 years, compared to a 8.6% growth forecast for the Entertainment industry in Thailand.
お知らせ • Feb 24The ONE Enterprise Public Company Limited, Annual General Meeting, Apr 26, 2024The ONE Enterprise Public Company Limited, Annual General Meeting, Apr 26, 2024, at 13:00 SE Asia Standard Time. Agenda: To acknowledge the declaration of the 2023 operational results and the Company's annual report; to acknowledge the change in use of Initial Public Offering (IPO) proceeds; to approve the Statements of Financial Position and the Comprehensive Income Statements for the fiscal year ending 31 December 2023; to approve the apportionment as statutory reserve fund from the 2023 operational results; to approve the appointment of directors in place of those who are due to retire by rotation for the year 2024; to approve the appointment of the auditors and the determination of the audit fee for the year 2024; and to consider other matters.
お知らせ • Feb 23The ONE Enterprise Public Company Limited Announces Executive ChangesThe One Enterprise Public Company Limited announced that the Board of Director Meeting held on February 23, 2024, acknowledged the resignation of Mr. Fahmai Damrongchaitham and Ms. Chonlaya Promsri from being Director, effective from February 23, 2024 onwards. In this regard, the meeting resolved to appoint as following details: Ms. Ingfah Damrongchaitham to replace Mr. Fahmai Damrongchaitham, who resigned with effective from February 23, 2024, onwards. Ms. Janjira Panitpon as Director to replace Ms. Chonlaya Promsri, who resigned with effective from February 23, 2024, onwards. In this regards, Ms. Janjira Panitpon was appointed as Executive Director to replace Mr. Fahmai Damrongchaitham with effective from February 23, 2024, onwards.
Valuation Update With 7 Day Price Move • Jan 02Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ฿4.24, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 17x in the Entertainment industry in Thailand. Total loss to shareholders of 45% over the past year.
Reported Earnings • Nov 16Third quarter 2023 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2023 results: EPS: ฿0.064 (down from ฿0.069 in 3Q 2022). Revenue: ฿1.75b (up 5.8% from 3Q 2022). Net income: ฿151.4m (down 7.7% from 3Q 2022). Profit margin: 8.6% (down from 9.9% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.8%. Earnings per share (EPS) missed analyst estimates by 1.5%. Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 9.0% growth forecast for the Entertainment industry in Thailand.
Upcoming Dividend • Aug 24Upcoming dividend of ฿0.05 per share at 4.5% yieldEligible shareholders must have bought the stock before 31 August 2023. Payment date: 15 September 2023. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 4.5%. Lower than top quartile of Thai dividend payers (6.3%). Higher than average of industry peers (3.5%).
お知らせ • Aug 22The ONE Enterprise Public Company Limited Announces Risk Management, Corporate Governance and Sustainability Committee as New Sub-CommitteeThe ONE Enterprise Public Company Limited announced that at the board meeting held on August 18, 2023 approved the Risk Management, Corporate Governance and Sustainability Committee (RCGS) as new sub-committee and appoint the member of the said sub-committee as follows: Mrs. Duangjai Lorlertwit: Chairman of Risk Management, Corporate Governance and Sustainability Committee; Dr. Somruedee Srichanya: Member of Risk Management, Corporate Governance and Sustainability Committee; Mr. Piya Sosothikul: Member of Risk Management, Corporate Governance and Sustainability Committee; Mr. Unnop Senasuttipan: Member of Risk Management, Corporate Governance and Sustainability Committee; Mr. Rafah Damrongchaitham: Member of Risk Management, Corporate Governance and Sustainability Committee; Ms. Krobkeaw Panyarachun: Member of Risk Management, Corporate Governance and Sustainability Committee and Mr. Setthabut Marutchinda: Member of Risk Management, Corporate Governance and Sustainability Committee.
お知らせ • Aug 19The One Enterprise Public Company Limited Announces Cash Dividend for Operating Period from 01-Jan-2023 to 30-Jun-2023, Payable on 15-Sep-2023The ONE Enterprise Public Company Limited announced cash dividend of THB 0.05 per share for Operating period from 01-Jan-2023 to 30-Jun-2023 and Retained Earnings. Record date for the right to receive dividends: 01-Sep-2023. Ex-dividend date: 31-Aug-2023. Payment date: 15-Sep-2023.
Major Estimate Revision • Aug 17Consensus EPS estimates fall by 22%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate fell from ฿0.262 to ฿0.203 per share. Revenue forecast steady at ฿6.30b. Net income forecast to grow 19% next year vs 32% growth forecast for Entertainment industry in Thailand. Consensus price target down from ฿6.22 to ฿6.06. Share price fell 8.1% to ฿4.34 over the past week.
Reported Earnings • Aug 12Second quarter 2023 earnings released: EPS: ฿0.051 (vs ฿0.075 in 2Q 2022)Second quarter 2023 results: EPS: ฿0.051 (down from ฿0.075 in 2Q 2022). Revenue: ฿1.61b (up 4.9% from 2Q 2022). Net income: ฿121.8m (down 32% from 2Q 2022). Profit margin: 7.6% (down from 12% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.9% p.a. on average during the next 3 years, compared to a 9.1% growth forecast for the Entertainment industry in Thailand.
Price Target Changed • May 17Price target decreased by 7.9% to ฿7.63Down from ฿8.28, the current price target is an average from 7 analysts. New target price is 59% above last closing price of ฿4.80. Stock is down 56% over the past year. The company is forecast to post earnings per share of ฿0.30 for next year compared to ฿0.31 last year.
Upcoming Dividend • May 02Upcoming dividend of ฿0.16 per share at 5.9% yieldEligible shareholders must have bought the stock before 08 May 2023. Payment date: 26 May 2023. Payout ratio is on the higher end at 90%, and the cash payout ratio is above 100%. Trailing yield: 5.9%. Lower than top quartile of Thai dividend payers (6.2%). Higher than average of industry peers (2.6%).
Price Target Changed • Mar 22Price target decreased by 13% to ฿8.64Down from ฿9.90, the current price target is an average from 7 analysts. New target price is 44% above last closing price of ฿6.00. Stock is down 52% over the past year. The company is forecast to post earnings per share of ฿0.34 for next year compared to ฿0.31 last year.
Valuation Update With 7 Day Price Move • Mar 16Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to ฿5.85, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 24x in the Entertainment industry in Thailand. Total loss to shareholders of 49% over the past year. Simply Wall St's valuation model estimates the intrinsic value at ฿5.98 per share.
Price Target Changed • Feb 15Price target decreased by 8.2% to ฿10.39Down from ฿11.31, the current price target is an average from 7 analysts. New target price is 42% above last closing price of ฿7.30. Stock is down 41% over the past year. The company is forecast to post earnings per share of ฿0.32 for next year compared to ฿0.42 last year.
Upcoming Dividend • Aug 16Upcoming dividend of ฿0.12 per shareEligible shareholders must have bought the stock before 23 August 2022. Payment date: 09 September 2022. Payout ratio is a comfortable 52% and this is well supported by cash flows. Trailing yield: 1.3%. Lower than top quartile of Thai dividend payers (5.4%). Lower than average of industry peers (3.3%).
Reported Earnings • Aug 14Second quarter 2022 earnings: EPS and revenues miss analyst expectationsSecond quarter 2022 results: EPS: ฿0.075 (down from ฿0.14 in 2Q 2021). Revenue: ฿1.53b (up 8.5% from 2Q 2021). Net income: ฿179.0m (down 32% from 2Q 2021). Profit margin: 12% (down from 19% in 2Q 2021). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 100%. Earnings per share (EPS) also missed analyst estimates by 100%. Over the next year, revenue is forecast to grow 13%, compared to a 34% growth forecast for the industry in Thailand.
Reported Earnings • May 14First quarter 2022 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2022 results: EPS: ฿0.11 (up from ฿0.10 in 1Q 2021). Revenue: ฿1.59b (up 16% from 1Q 2021). Net income: ฿250.3m (up 30% from 1Q 2021). Profit margin: 16% (up from 14% in 1Q 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 7.1%. Earnings per share (EPS) also surpassed analyst estimates by 16%. Over the next year, revenue is forecast to grow 8.1%, compared to a 50% growth forecast for the industry in Thailand.
Reported Earnings • Feb 24Full year 2021 earnings: EPS and revenues exceed analyst expectationsFull year 2021 results: EPS: ฿0.42 (down from ฿16.64 in FY 2020). Revenue: ฿5.44b (up 69% from FY 2020). Net income: ฿828.4m (up 31% from FY 2020). Profit margin: 15% (down from 20% in FY 2020). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 5.3%. Earnings per share (EPS) also surpassed analyst estimates by 9.6%. Over the next year, revenue is forecast to grow 7.7%, compared to a 47% growth forecast for the industry in Thailand.