View Future GrowthRoctec Global 過去の業績過去 基準チェック /56Roctec Globalは、平均年間43.5%の収益成長を遂げていますが、 Media業界の収益は、年間 成長しています。収益は、平均年間9.3% 12.4%収益成長率で 成長しています。 Roctec Globalの自己資本利益率は11.3%であり、純利益率は14%です。主要情報43.50%収益成長率42.39%EPS成長率Media 業界の成長18.36%収益成長率12.35%株主資本利益率11.27%ネット・マージン14.00%次回の業績アップデート28 May 2026最近の業績更新Reported Earnings • Feb 14Third quarter 2026 earnings released: EPS: ฿0.016 (vs ฿0.01 in 3Q 2025)Third quarter 2026 results: EPS: ฿0.016 (up from ฿0.01 in 3Q 2025). Revenue: ฿919.3m (up 26% from 3Q 2025). Net income: ฿126.6m (up 50% from 3Q 2025). Profit margin: 14% (up from 12% in 3Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.Reported Earnings • Nov 08Second quarter 2026 earnings released: EPS: ฿0.015 (vs ฿0.01 in 2Q 2025)Second quarter 2026 results: EPS: ฿0.015 (up from ฿0.01 in 2Q 2025). Revenue: ฿821.2m (flat on 2Q 2025). Net income: ฿122.3m (up 54% from 2Q 2025). Profit margin: 15% (up from 9.7% in 2Q 2025). Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.Reported Earnings • Aug 09First quarter 2026 earnings released: EPS: ฿0.015 (vs ฿0.009 in 1Q 2025)First quarter 2026 results: EPS: ฿0.015 (up from ฿0.009 in 1Q 2025). Revenue: ฿826.3m (up 9.1% from 1Q 2025). Net income: ฿121.3m (up 63% from 1Q 2025). Profit margin: 15% (up from 9.8% in 1Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 56% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.Reported Earnings • Jun 03Full year 2025 earnings released: EPS: ฿0.04 (vs ฿0.029 in FY 2024)Full year 2025 results: EPS: ฿0.04 (up from ฿0.029 in FY 2024). Revenue: ฿3.11b (up 18% from FY 2024). Net income: ฿340.1m (up 46% from FY 2024). Profit margin: 11% (up from 8.9% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 65% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.Reported Earnings • Feb 12Third quarter 2025 earnings released: EPS: ฿0.01 (vs ฿0.008 in 3Q 2024)Third quarter 2025 results: EPS: ฿0.01 (up from ฿0.008 in 3Q 2024). Revenue: ฿727.4m (up 4.3% from 3Q 2024). Net income: ฿84.2m (up 24% from 3Q 2024). Profit margin: 12% (up from 9.7% in 3Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.Reported Earnings • Nov 13Second quarter 2025 earnings released: EPS: ฿0.01 (vs ฿0.007 in 2Q 2024)Second quarter 2025 results: EPS: ฿0.01 (up from ฿0.007 in 2Q 2024). Revenue: ฿818.4m (up 20% from 2Q 2024). Net income: ฿79.6m (up 41% from 2Q 2024). Profit margin: 9.7% (up from 8.3% in 2Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 13% per year whereas the company’s share price has increased by 11% per year.すべての更新を表示Recent updatesNew Risk • May 06New 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 7.6% 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. This is currently the only risk that has been identified for the company.New Risk • Mar 02New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Thai stocks, typically moving 6.1% 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. This is currently the only risk that has been identified for the company.Reported Earnings • Feb 14Third quarter 2026 earnings released: EPS: ฿0.016 (vs ฿0.01 in 3Q 2025)Third quarter 2026 results: EPS: ฿0.016 (up from ฿0.01 in 3Q 2025). Revenue: ฿919.3m (up 26% from 3Q 2025). Net income: ฿126.6m (up 50% from 3Q 2025). Profit margin: 14% (up from 12% in 3Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.Reported Earnings • Nov 08Second quarter 2026 earnings released: EPS: ฿0.015 (vs ฿0.01 in 2Q 2025)Second quarter 2026 results: EPS: ฿0.015 (up from ฿0.01 in 2Q 2025). Revenue: ฿821.2m (flat on 2Q 2025). Net income: ฿122.3m (up 54% from 2Q 2025). Profit margin: 15% (up from 9.7% in 2Q 2025). Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.Buy Or Sell Opportunity • Sep 18Now 21% undervaluedOver the last 90 days, the stock has risen 39% to ฿0.79. The fair value is estimated to be ฿0.99, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.0% over the last 3 years. Earnings per share has grown by 56%.Reported Earnings • Aug 09First quarter 2026 earnings released: EPS: ฿0.015 (vs ฿0.009 in 1Q 2025)First quarter 2026 results: EPS: ฿0.015 (up from ฿0.009 in 1Q 2025). Revenue: ฿826.3m (up 9.1% from 1Q 2025). Net income: ฿121.3m (up 63% from 1Q 2025). Profit margin: 15% (up from 9.8% in 1Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 56% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.Buy Or Sell Opportunity • Jul 29Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 3.2% to ฿0.60. The fair value is estimated to be ฿0.76, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.4% over the last 3 years. Meanwhile, the company has become profitable.Upcoming Dividend • Jul 29Upcoming dividend of ฿0.017 per shareEligible shareholders must have bought the stock before 05 August 2025. Payment date: 22 August 2025. Payout ratio is a comfortable 39% and this is well supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of Thai dividend payers (8.2%). Higher than average of industry peers (1.8%).お知らせ • Jul 25Roctec Global Public Company Limited Appoints Chotchawal Leetrairong as Director and a Member of the Executive CommitteeRoctec Global Public Company Limited at its Annual General Meeting held on July 24, 2025 approved the appointment of Chotchawal Leetrairong as Director and a member of the executive committee.Board Change • Jul 01Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 3 experienced directors. 3 highly experienced directors. 3 independent directors (4 non-independent directors). Independent Chairman Chaiwat Atsawintarangkun was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Buy Or Sell Opportunity • Jun 13Now 24% undervalued after recent price dropOver the last 90 days, the stock has fallen 22% to ฿0.58. The fair value is estimated to be ฿0.76, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.4% over the last 3 years. Meanwhile, the company has become profitable.Reported Earnings • Jun 03Full year 2025 earnings released: EPS: ฿0.04 (vs ฿0.029 in FY 2024)Full year 2025 results: EPS: ฿0.04 (up from ฿0.029 in FY 2024). Revenue: ฿3.11b (up 18% from FY 2024). Net income: ฿340.1m (up 46% from FY 2024). Profit margin: 11% (up from 8.9% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 65% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.Declared Dividend • Jun 01Dividend increased to ฿0.017Dividend of ฿0.017 is 27% higher than last year. Ex-date: 5th August 2025 Payment date: 22nd August 2025 Dividend yield will be 2.6%, which is lower than the industry average of 2.8%. Sustainability & Growth Dividend is well covered by both earnings (35% earnings payout ratio) and cash flows (18% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. Earnings per share has grown by 56% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.お知らせ • Jun 01Roctec Global Public Company Limited announces Annual dividend, payable on August 22, 2025Roctec Global Public Company Limited announced Annual dividend of THB 0.0165 per share payable on August 22, 2025, ex-date on August 05, 2025 and record date on August 06, 2025.お知らせ • May 31Roctec Global Public Company Limited, Annual General Meeting, Jul 24, 2025Roctec Global Public Company Limited, Annual General Meeting, Jul 24, 2025, at 14:00 SE Asia Standard Time. Location: at phaythai 4 room, 6th floor estin grand hotel, phaythai,no.18, thung phaythai subdistrict, ratchathewi district, bangkok 10400 ThailandNew Risk • May 20New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Thai stocks, typically moving 12% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. This is currently the only risk that has been identified for the company.お知らせ • Feb 14Plan B Media Public Company Limited (SET:PLANB) signed a letter of intent to acquire 50% stake in Hello Bangkok LED Co., Ltd. from Roctec Global Public Company Limited (SET:ROCTEC), Suchart Luechaikajohnpan and others for THB 4 billion.Plan B Media Public Company Limited (SET:PLANB) signed a letter of intent to acquire 50% stake in Hello Bangkok LED Co., Ltd. from Roctec Global Public Company Limited (SET:ROCTEC), Suchart Luechaikajohnpan and others for THB 4 billion on February 13, 2025. A cash consideration of THB 4000 per share will be paid by Plan B Media Public Company Limited. Plan B intends to pay the consideration to Roctec and Wind Harvest with half in cash, approximately THB 2 billion, and the other half, approximately THB 2 billion, in newly issued shares of Plan B. Plan B will pay the full amount of consideration to Roctec in cash, which Plan B will secure funding through an issuance and offering of shares through private placement. The transaction is subject to approval by regulatory board / committee and approval of offer by target shareholders. The deal has been approved by the board of Roctec Global. The expected completion of the transaction is second quarter of 2025.Reported Earnings • Feb 12Third quarter 2025 earnings released: EPS: ฿0.01 (vs ฿0.008 in 3Q 2024)Third quarter 2025 results: EPS: ฿0.01 (up from ฿0.008 in 3Q 2024). Revenue: ฿727.4m (up 4.3% from 3Q 2024). Net income: ฿84.2m (up 24% from 3Q 2024). Profit margin: 12% (up from 9.7% in 3Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.New Risk • Dec 17New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Thai stocks, typically moving 9.1% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. This is currently the only risk that has been identified for the company.Reported Earnings • Nov 13Second quarter 2025 earnings released: EPS: ฿0.01 (vs ฿0.007 in 2Q 2024)Second quarter 2025 results: EPS: ฿0.01 (up from ฿0.007 in 2Q 2024). Revenue: ฿818.4m (up 20% from 2Q 2024). Net income: ฿79.6m (up 41% from 2Q 2024). Profit margin: 9.7% (up from 8.3% in 2Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 13% per year whereas the company’s share price has increased by 11% per year.Valuation Update With 7 Day Price Move • Nov 01Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ฿1.14, the stock trades at a trailing P/E ratio of 35x. Average trailing P/E is 17x in the Media industry in Thailand. Total returns to shareholders of 121% over the past three years.Reported Earnings • Aug 10First quarter 2025 earnings released: EPS: ฿0.009 (vs ฿0.005 in 1Q 2024)First quarter 2025 results: EPS: ฿0.009 (up from ฿0.005 in 1Q 2024). Revenue: ฿755.1m (up 21% from 1Q 2024). Net income: ฿74.4m (up 76% from 1Q 2024). Profit margin: 9.9% (up from 6.8% in 1Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 8% per year.Buy Or Sell Opportunity • Aug 10Now 24% undervaluedOver the last 90 days, the stock has risen 7.7% to ฿0.84. The fair value is estimated to be ฿1.10, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 3.6%.Upcoming Dividend • Jul 31Upcoming dividend of ฿0.013 per shareEligible shareholders must have bought the stock before 07 August 2024. Payment date: 21 August 2024. Trailing yield: 1.4%. Lower than top quartile of Thai dividend payers (6.8%). Lower than average of industry peers (2.7%).お知らせ • May 25Roctec Global Public Company Limited, Annual General Meeting, Jul 26, 2024Roctec Global Public Company Limited, Annual General Meeting, Jul 26, 2024, at 14:00 SE Asia Standard Time.お知らせ • May 24Roctec Global Public Company Limited Declares Cash Dividend for the Operating Period from April 1, 2023 to March 31, 2024, Payable on August 21, 2024Roctec Global Public Company Limited declared cash dividend for the operating period from April 1, 2023 to March 31, 2024. For the period, the company announced cash dividend of THB 0.013 per share. Payment date is August 21, 2024. Ex-dividend date is August 7, 2024. Record date for the right to receive is August 8, 2024. Date of Board resolution is May 23, 2024.Reported Earnings • May 24Full year 2024 earnings released: EPS: ฿0.029 (vs ฿0.016 in FY 2023)Full year 2024 results: EPS: ฿0.029 (up from ฿0.016 in FY 2023). Revenue: ฿2.62b (flat on FY 2023). Net income: ฿232.6m (up 74% from FY 2023). Profit margin: 8.9% (up from 5.1% in FY 2023). Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.Reported Earnings • Feb 13Third quarter 2024 earnings released: EPS: ฿0.008 (vs ฿0.005 in 3Q 2023)Third quarter 2024 results: EPS: ฿0.008 (up from ฿0.005 in 3Q 2023). Revenue: ฿697.1m (flat on 3Q 2023). Net income: ฿67.9m (up 63% from 3Q 2023). Profit margin: 9.7% (up from 6.0% in 3Q 2023). Over the last 3 years on average, earnings per share has increased by 57% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.Reported Earnings • Nov 11Second quarter 2024 earnings released: EPS: ฿0.007 (vs ฿0.004 in 2Q 2023)Second quarter 2024 results: EPS: ฿0.007 (up from ฿0.004 in 2Q 2023). Revenue: ฿682.2m (up 5.7% from 2Q 2023). Net income: ฿56.3m (up 59% from 2Q 2023). Profit margin: 8.3% (up from 5.5% in 2Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 80% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.お知らせ • Oct 19Master Ad Public Company Limited Announces Resignation of Mr. Chaiyasit Puvapiromquan as Director and Member of Corporate Governance CommitteeMaster Ad Public Company Limited announced that at its board meeting held on October 18, 2023, approved the resignation of Mr. Chaiyasit Puvapiromquan as company’s director and member of Corporate Governance Committee, effective September 17, 2023.Reported Earnings • Aug 11First quarter 2024 earnings released: EPS: ฿0.005 (vs ฿0.004 in 1Q 2023)First quarter 2024 results: EPS: ฿0.005 (up from ฿0.004 in 1Q 2023). Revenue: ฿625.5m (up 6.7% from 1Q 2023). Net income: ฿42.3m (up 25% from 1Q 2023). Profit margin: 6.8% (up from 5.8% in 1Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 88% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.Reported Earnings • May 25Full year 2023 earnings released: EPS: ฿0.016 (vs ฿0.002 loss in FY 2022)Full year 2023 results: EPS: ฿0.016 (up from ฿0.002 loss in FY 2022). Revenue: ฿2.62b (up 21% from FY 2022). Net income: ฿133.5m (up ฿150.0m from FY 2022). Profit margin: 5.1% (up from net loss in FY 2022). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 80% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.お知らせ • May 25Master Ad Public Company Limited, Annual General Meeting, Jul 21, 2023Master Ad Public Company Limited, Annual General Meeting, Jul 21, 2023, at 14:00 SE Asia Standard Time. Agenda: To consider and certify the minutes of Annual Meeting of Shareholder, held on July 27,2022; to acknowledge the annual report of the company for the fiscal year 2022/23 ended March 31,2023; to consider and approve the audited financial statements of the company for the fiscal year 2022/23 ended March 31,2023; to consider and approve the omission of dividend payment from the operating performance for the fiscal year 2021/22 ended March 31,2023; and to consider other matters.Reported Earnings • Feb 17Third quarter 2023 earnings released: EPS: ฿0.005 (vs ฿0.001 in 3Q 2022)Third quarter 2023 results: EPS: ฿0.005 (up from ฿0.001 in 3Q 2022). Revenue: ฿693.0m (up 18% from 3Q 2022). Net income: ฿41.6m (up ฿37.0m from 3Q 2022). Profit margin: 6.0% (up from 0.8% in 3Q 2022). Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has fallen by 24% per year, which means it is significantly lagging earnings.Reported Earnings • Aug 15First quarter 2023 earnings released: EPS: ฿0.004 (vs ฿0 in 1Q 2022)First quarter 2023 results: EPS: ฿0.004 (up from ฿0 in 1Q 2022). Revenue: ฿582.5m (up 17% from 1Q 2022). Net income: ฿34.0m (up ฿34.8m from 1Q 2022). Profit margin: 5.8% (up from net loss in 1Q 2022). Over the last 3 years on average, earnings per share has fallen by 62% per year but the company’s share price has only fallen by 30% per year, which means it has not declined as severely as earnings.Reported Earnings • May 27Full year 2022 earnings released: ฿0.002 loss per share (vs ฿0.18 loss in FY 2021)Full year 2022 results: ฿0.002 loss per share (up from ฿0.18 loss in FY 2021). Revenue: ฿2.17b (up 3.7% from FY 2021). Net loss: ฿16.5m (loss narrowed 98% from FY 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 61 percentage points per year, which is a significant difference in performance.Board Change • Apr 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 Voraphot Chanyakomol 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 • Feb 24Less 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 Voraphot Chanyakomol 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.Reported Earnings • Feb 15Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: ฿0.001 (up from ฿0.018 loss in 3Q 2021). Revenue: ฿585.1m (up 14% from 3Q 2021). Net income: ฿4.69m (up ฿100.0m from 3Q 2021). Profit margin: 0.8% (up from net loss in 3Q 2021). Revenue was in line with analyst estimates. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 80 percentage points per year, which is a significant difference in performance.Reported Earnings • Nov 17Second quarter 2022 earnings released: EPS ฿0.009 (vs ฿0.03 loss in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: ฿625.9m (up 22% from 2Q 2021). Net income: ฿50.4m (up ฿211.3m from 2Q 2021). Profit margin: 8.1% (up from net loss in 2Q 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 89 percentage points per year, which is a significant difference in performance.Executive Departure • Aug 18Vice Chairman of the Board Siew Chuen has left the companyOn the 10th of August, Siew Chuen's tenure as Vice Chairman of the Board ended after 1.5 years in the role. We don't have any record of a personal shareholding under Siew's name. Siew is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 3.46 years.Reported Earnings • Aug 13First quarter 2022 earnings released: EPS ฿0.017 (vs ฿0.033 loss in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: ฿619.3m (up 20% from 1Q 2021). Net income: ฿93.8m (up ฿272.7m from 1Q 2021). Profit margin: 15% (up from net loss in 1Q 2021). 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 • May 30Full year 2021 earnings released: ฿0.18 loss per share (vs ฿0.10 loss in FY 2020)The company reported a poor full year result with increased losses, weaker revenues and weaker control over costs. Full year 2021 results: Revenue: ฿2.16b (down 17% from FY 2020). Net loss: ฿991.9m (loss widened 93% from FY 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 80 percentage points per year, which is a significant difference in performance.Reported Earnings • Feb 11Third quarter 2021 earnings released: ฿0.018 loss per share (vs ฿0.01 profit in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and control over costs. Third quarter 2021 results: Revenue: ฿518.3m (down 39% from 3Q 2020). Net loss: ฿95.3m (down 322% from profit in 3Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 74 percentage points per year, which is a significant difference in performance.Is New 90 Day High Low • Jan 08New 90-day high: ฿0.71The company is up 8.0% from its price of ฿0.66 on 09 October 2020. The Thai market is up 20% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Media industry, which is up 9.0% over the same period.Is New 90 Day High Low • Dec 16New 90-day high: ฿0.70The company is up 9.0% from its price of ฿0.64 on 17 September 2020. The Thai market is up 15% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Media industry, which is up 12% over the same period.Reported Earnings • Nov 10Second quarter 2021 earnings released: ฿0.03 loss per shareThe company reported a poor second quarter result with weaker earnings, revenues and control over expenses. Second quarter 2021 results: Revenue: ฿513.1m (down 33% from 2Q 2020). Net loss: ฿160.9m (down 497% from profit in 2Q 2020). Over the last 3 years on average, earnings per share has fallen by 93% per year but the company’s share price has only fallen by 33% per year, which means it has not declined as severely as earnings.Is New 90 Day High Low • Oct 20New 90-day low: ฿0.62The company is down 5.0% from its price of ฿0.65 on 22 July 2020. The Thai market is down 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Media industry, which is down 11% over the same period.収支内訳Roctec Global 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:ROCTEC 収益、費用、利益 ( )THB Millions日付収益収益G+A経費研究開発費31 Dec 253,371472448030 Sep 253,179430491030 Jun 253,177387523031 Mar 253,108340524031 Dec 242,924304477030 Sep 242,894288438030 Jun 242,758265435031 Mar 242,626233430031 Dec 232,706189460030 Sep 232,701163447030 Jun 232,664142446031 Mar 232,625134450031 Dec 222,57477460030 Sep 222,43384425030 Jun 222,26318396031 Mar 222,174-16383031 Dec 211,862357187030 Sep 211,777231271030 Jun 211,707159326031 Mar 211,728-19412031 Dec 202,037-487697030 Sep 202,414-367762030 Jun 202,773-224857031 Mar 202,960-7869031 Dec 192,991161815030 Sep 192,912189763030 Jun 192,655196652031 Mar 192,195199565031 Dec 181,738213487030 Sep 181,340238441030 Jun 181,108249392031 Mar 181,045251358031 Dec 17962238313030 Sep 17877145311030 Jun 17785106303031 Mar 1776196292031 Dec 16753102281030 Sep 16758146233030 Jun 16754169211031 Mar 16744172204031 Dec 15719171194030 Sep 15670163196030 Jun 156411441980質の高い収益: ROCTECは 高品質の収益 を持っています。利益率の向上: ROCTECの現在の純利益率 (14%)は、昨年(10.4%)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: ROCTEC過去 5 年間で収益を上げており、収益は年間43.5%増加しています。成長の加速: ROCTECの過去 1 年間の収益成長率 ( 55.1% ) は、5 年間の平均 ( 年間43.5%を上回っています。収益対業界: ROCTECの過去 1 年間の収益成長率 ( 55.1% ) はMedia業界12.4%を上回りました。株主資本利益率高いROE: ROCTECの 自己資本利益率 ( 11.3% ) 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2026/05/22 02:05終値2026/05/22 00:00収益2025/12/31年間収益2025/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Roctec Global 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。1 アナリスト機関Siam TiyanontPhillip Securities (HK)
Reported Earnings • Feb 14Third quarter 2026 earnings released: EPS: ฿0.016 (vs ฿0.01 in 3Q 2025)Third quarter 2026 results: EPS: ฿0.016 (up from ฿0.01 in 3Q 2025). Revenue: ฿919.3m (up 26% from 3Q 2025). Net income: ฿126.6m (up 50% from 3Q 2025). Profit margin: 14% (up from 12% in 3Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Nov 08Second quarter 2026 earnings released: EPS: ฿0.015 (vs ฿0.01 in 2Q 2025)Second quarter 2026 results: EPS: ฿0.015 (up from ฿0.01 in 2Q 2025). Revenue: ฿821.2m (flat on 2Q 2025). Net income: ฿122.3m (up 54% from 2Q 2025). Profit margin: 15% (up from 9.7% in 2Q 2025). Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Aug 09First quarter 2026 earnings released: EPS: ฿0.015 (vs ฿0.009 in 1Q 2025)First quarter 2026 results: EPS: ฿0.015 (up from ฿0.009 in 1Q 2025). Revenue: ฿826.3m (up 9.1% from 1Q 2025). Net income: ฿121.3m (up 63% from 1Q 2025). Profit margin: 15% (up from 9.8% in 1Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 56% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Jun 03Full year 2025 earnings released: EPS: ฿0.04 (vs ฿0.029 in FY 2024)Full year 2025 results: EPS: ฿0.04 (up from ฿0.029 in FY 2024). Revenue: ฿3.11b (up 18% from FY 2024). Net income: ฿340.1m (up 46% from FY 2024). Profit margin: 11% (up from 8.9% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 65% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
Reported Earnings • Feb 12Third quarter 2025 earnings released: EPS: ฿0.01 (vs ฿0.008 in 3Q 2024)Third quarter 2025 results: EPS: ฿0.01 (up from ฿0.008 in 3Q 2024). Revenue: ฿727.4m (up 4.3% from 3Q 2024). Net income: ฿84.2m (up 24% from 3Q 2024). Profit margin: 12% (up from 9.7% in 3Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Nov 13Second quarter 2025 earnings released: EPS: ฿0.01 (vs ฿0.007 in 2Q 2024)Second quarter 2025 results: EPS: ฿0.01 (up from ฿0.007 in 2Q 2024). Revenue: ฿818.4m (up 20% from 2Q 2024). Net income: ฿79.6m (up 41% from 2Q 2024). Profit margin: 9.7% (up from 8.3% in 2Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 13% per year whereas the company’s share price has increased by 11% per year.
New Risk • May 06New 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 7.6% 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. This is currently the only risk that has been identified for the company.
New Risk • Mar 02New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Thai stocks, typically moving 6.1% 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. This is currently the only risk that has been identified for the company.
Reported Earnings • Feb 14Third quarter 2026 earnings released: EPS: ฿0.016 (vs ฿0.01 in 3Q 2025)Third quarter 2026 results: EPS: ฿0.016 (up from ฿0.01 in 3Q 2025). Revenue: ฿919.3m (up 26% from 3Q 2025). Net income: ฿126.6m (up 50% from 3Q 2025). Profit margin: 14% (up from 12% in 3Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Nov 08Second quarter 2026 earnings released: EPS: ฿0.015 (vs ฿0.01 in 2Q 2025)Second quarter 2026 results: EPS: ฿0.015 (up from ฿0.01 in 2Q 2025). Revenue: ฿821.2m (flat on 2Q 2025). Net income: ฿122.3m (up 54% from 2Q 2025). Profit margin: 15% (up from 9.7% in 2Q 2025). Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
Buy Or Sell Opportunity • Sep 18Now 21% undervaluedOver the last 90 days, the stock has risen 39% to ฿0.79. The fair value is estimated to be ฿0.99, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.0% over the last 3 years. Earnings per share has grown by 56%.
Reported Earnings • Aug 09First quarter 2026 earnings released: EPS: ฿0.015 (vs ฿0.009 in 1Q 2025)First quarter 2026 results: EPS: ฿0.015 (up from ฿0.009 in 1Q 2025). Revenue: ฿826.3m (up 9.1% from 1Q 2025). Net income: ฿121.3m (up 63% from 1Q 2025). Profit margin: 15% (up from 9.8% in 1Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 56% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
Buy Or Sell Opportunity • Jul 29Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 3.2% to ฿0.60. The fair value is estimated to be ฿0.76, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.4% over the last 3 years. Meanwhile, the company has become profitable.
Upcoming Dividend • Jul 29Upcoming dividend of ฿0.017 per shareEligible shareholders must have bought the stock before 05 August 2025. Payment date: 22 August 2025. Payout ratio is a comfortable 39% and this is well supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of Thai dividend payers (8.2%). Higher than average of industry peers (1.8%).
お知らせ • Jul 25Roctec Global Public Company Limited Appoints Chotchawal Leetrairong as Director and a Member of the Executive CommitteeRoctec Global Public Company Limited at its Annual General Meeting held on July 24, 2025 approved the appointment of Chotchawal Leetrairong as Director and a member of the executive committee.
Board Change • Jul 01Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 3 experienced directors. 3 highly experienced directors. 3 independent directors (4 non-independent directors). Independent Chairman Chaiwat Atsawintarangkun was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Buy Or Sell Opportunity • Jun 13Now 24% undervalued after recent price dropOver the last 90 days, the stock has fallen 22% to ฿0.58. The fair value is estimated to be ฿0.76, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.4% over the last 3 years. Meanwhile, the company has become profitable.
Reported Earnings • Jun 03Full year 2025 earnings released: EPS: ฿0.04 (vs ฿0.029 in FY 2024)Full year 2025 results: EPS: ฿0.04 (up from ฿0.029 in FY 2024). Revenue: ฿3.11b (up 18% from FY 2024). Net income: ฿340.1m (up 46% from FY 2024). Profit margin: 11% (up from 8.9% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 65% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
Declared Dividend • Jun 01Dividend increased to ฿0.017Dividend of ฿0.017 is 27% higher than last year. Ex-date: 5th August 2025 Payment date: 22nd August 2025 Dividend yield will be 2.6%, which is lower than the industry average of 2.8%. Sustainability & Growth Dividend is well covered by both earnings (35% earnings payout ratio) and cash flows (18% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. Earnings per share has grown by 56% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
お知らせ • Jun 01Roctec Global Public Company Limited announces Annual dividend, payable on August 22, 2025Roctec Global Public Company Limited announced Annual dividend of THB 0.0165 per share payable on August 22, 2025, ex-date on August 05, 2025 and record date on August 06, 2025.
お知らせ • May 31Roctec Global Public Company Limited, Annual General Meeting, Jul 24, 2025Roctec Global Public Company Limited, Annual General Meeting, Jul 24, 2025, at 14:00 SE Asia Standard Time. Location: at phaythai 4 room, 6th floor estin grand hotel, phaythai,no.18, thung phaythai subdistrict, ratchathewi district, bangkok 10400 Thailand
New Risk • May 20New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Thai stocks, typically moving 12% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. This is currently the only risk that has been identified for the company.
お知らせ • Feb 14Plan B Media Public Company Limited (SET:PLANB) signed a letter of intent to acquire 50% stake in Hello Bangkok LED Co., Ltd. from Roctec Global Public Company Limited (SET:ROCTEC), Suchart Luechaikajohnpan and others for THB 4 billion.Plan B Media Public Company Limited (SET:PLANB) signed a letter of intent to acquire 50% stake in Hello Bangkok LED Co., Ltd. from Roctec Global Public Company Limited (SET:ROCTEC), Suchart Luechaikajohnpan and others for THB 4 billion on February 13, 2025. A cash consideration of THB 4000 per share will be paid by Plan B Media Public Company Limited. Plan B intends to pay the consideration to Roctec and Wind Harvest with half in cash, approximately THB 2 billion, and the other half, approximately THB 2 billion, in newly issued shares of Plan B. Plan B will pay the full amount of consideration to Roctec in cash, which Plan B will secure funding through an issuance and offering of shares through private placement. The transaction is subject to approval by regulatory board / committee and approval of offer by target shareholders. The deal has been approved by the board of Roctec Global. The expected completion of the transaction is second quarter of 2025.
Reported Earnings • Feb 12Third quarter 2025 earnings released: EPS: ฿0.01 (vs ฿0.008 in 3Q 2024)Third quarter 2025 results: EPS: ฿0.01 (up from ฿0.008 in 3Q 2024). Revenue: ฿727.4m (up 4.3% from 3Q 2024). Net income: ฿84.2m (up 24% from 3Q 2024). Profit margin: 12% (up from 9.7% in 3Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
New Risk • Dec 17New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Thai stocks, typically moving 9.1% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. This is currently the only risk that has been identified for the company.
Reported Earnings • Nov 13Second quarter 2025 earnings released: EPS: ฿0.01 (vs ฿0.007 in 2Q 2024)Second quarter 2025 results: EPS: ฿0.01 (up from ฿0.007 in 2Q 2024). Revenue: ฿818.4m (up 20% from 2Q 2024). Net income: ฿79.6m (up 41% from 2Q 2024). Profit margin: 9.7% (up from 8.3% in 2Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 13% per year whereas the company’s share price has increased by 11% per year.
Valuation Update With 7 Day Price Move • Nov 01Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ฿1.14, the stock trades at a trailing P/E ratio of 35x. Average trailing P/E is 17x in the Media industry in Thailand. Total returns to shareholders of 121% over the past three years.
Reported Earnings • Aug 10First quarter 2025 earnings released: EPS: ฿0.009 (vs ฿0.005 in 1Q 2024)First quarter 2025 results: EPS: ฿0.009 (up from ฿0.005 in 1Q 2024). Revenue: ฿755.1m (up 21% from 1Q 2024). Net income: ฿74.4m (up 76% from 1Q 2024). Profit margin: 9.9% (up from 6.8% in 1Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 8% per year.
Buy Or Sell Opportunity • Aug 10Now 24% undervaluedOver the last 90 days, the stock has risen 7.7% to ฿0.84. The fair value is estimated to be ฿1.10, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 3.6%.
Upcoming Dividend • Jul 31Upcoming dividend of ฿0.013 per shareEligible shareholders must have bought the stock before 07 August 2024. Payment date: 21 August 2024. Trailing yield: 1.4%. Lower than top quartile of Thai dividend payers (6.8%). Lower than average of industry peers (2.7%).
お知らせ • May 25Roctec Global Public Company Limited, Annual General Meeting, Jul 26, 2024Roctec Global Public Company Limited, Annual General Meeting, Jul 26, 2024, at 14:00 SE Asia Standard Time.
お知らせ • May 24Roctec Global Public Company Limited Declares Cash Dividend for the Operating Period from April 1, 2023 to March 31, 2024, Payable on August 21, 2024Roctec Global Public Company Limited declared cash dividend for the operating period from April 1, 2023 to March 31, 2024. For the period, the company announced cash dividend of THB 0.013 per share. Payment date is August 21, 2024. Ex-dividend date is August 7, 2024. Record date for the right to receive is August 8, 2024. Date of Board resolution is May 23, 2024.
Reported Earnings • May 24Full year 2024 earnings released: EPS: ฿0.029 (vs ฿0.016 in FY 2023)Full year 2024 results: EPS: ฿0.029 (up from ฿0.016 in FY 2023). Revenue: ฿2.62b (flat on FY 2023). Net income: ฿232.6m (up 74% from FY 2023). Profit margin: 8.9% (up from 5.1% in FY 2023). Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Feb 13Third quarter 2024 earnings released: EPS: ฿0.008 (vs ฿0.005 in 3Q 2023)Third quarter 2024 results: EPS: ฿0.008 (up from ฿0.005 in 3Q 2023). Revenue: ฿697.1m (flat on 3Q 2023). Net income: ฿67.9m (up 63% from 3Q 2023). Profit margin: 9.7% (up from 6.0% in 3Q 2023). Over the last 3 years on average, earnings per share has increased by 57% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
Reported Earnings • Nov 11Second quarter 2024 earnings released: EPS: ฿0.007 (vs ฿0.004 in 2Q 2023)Second quarter 2024 results: EPS: ฿0.007 (up from ฿0.004 in 2Q 2023). Revenue: ฿682.2m (up 5.7% from 2Q 2023). Net income: ฿56.3m (up 59% from 2Q 2023). Profit margin: 8.3% (up from 5.5% in 2Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 80% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
お知らせ • Oct 19Master Ad Public Company Limited Announces Resignation of Mr. Chaiyasit Puvapiromquan as Director and Member of Corporate Governance CommitteeMaster Ad Public Company Limited announced that at its board meeting held on October 18, 2023, approved the resignation of Mr. Chaiyasit Puvapiromquan as company’s director and member of Corporate Governance Committee, effective September 17, 2023.
Reported Earnings • Aug 11First quarter 2024 earnings released: EPS: ฿0.005 (vs ฿0.004 in 1Q 2023)First quarter 2024 results: EPS: ฿0.005 (up from ฿0.004 in 1Q 2023). Revenue: ฿625.5m (up 6.7% from 1Q 2023). Net income: ฿42.3m (up 25% from 1Q 2023). Profit margin: 6.8% (up from 5.8% in 1Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 88% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.
Reported Earnings • May 25Full year 2023 earnings released: EPS: ฿0.016 (vs ฿0.002 loss in FY 2022)Full year 2023 results: EPS: ฿0.016 (up from ฿0.002 loss in FY 2022). Revenue: ฿2.62b (up 21% from FY 2022). Net income: ฿133.5m (up ฿150.0m from FY 2022). Profit margin: 5.1% (up from net loss in FY 2022). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 80% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
お知らせ • May 25Master Ad Public Company Limited, Annual General Meeting, Jul 21, 2023Master Ad Public Company Limited, Annual General Meeting, Jul 21, 2023, at 14:00 SE Asia Standard Time. Agenda: To consider and certify the minutes of Annual Meeting of Shareholder, held on July 27,2022; to acknowledge the annual report of the company for the fiscal year 2022/23 ended March 31,2023; to consider and approve the audited financial statements of the company for the fiscal year 2022/23 ended March 31,2023; to consider and approve the omission of dividend payment from the operating performance for the fiscal year 2021/22 ended March 31,2023; and to consider other matters.
Reported Earnings • Feb 17Third quarter 2023 earnings released: EPS: ฿0.005 (vs ฿0.001 in 3Q 2022)Third quarter 2023 results: EPS: ฿0.005 (up from ฿0.001 in 3Q 2022). Revenue: ฿693.0m (up 18% from 3Q 2022). Net income: ฿41.6m (up ฿37.0m from 3Q 2022). Profit margin: 6.0% (up from 0.8% in 3Q 2022). Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has fallen by 24% per year, which means it is significantly lagging earnings.
Reported Earnings • Aug 15First quarter 2023 earnings released: EPS: ฿0.004 (vs ฿0 in 1Q 2022)First quarter 2023 results: EPS: ฿0.004 (up from ฿0 in 1Q 2022). Revenue: ฿582.5m (up 17% from 1Q 2022). Net income: ฿34.0m (up ฿34.8m from 1Q 2022). Profit margin: 5.8% (up from net loss in 1Q 2022). Over the last 3 years on average, earnings per share has fallen by 62% per year but the company’s share price has only fallen by 30% per year, which means it has not declined as severely as earnings.
Reported Earnings • May 27Full year 2022 earnings released: ฿0.002 loss per share (vs ฿0.18 loss in FY 2021)Full year 2022 results: ฿0.002 loss per share (up from ฿0.18 loss in FY 2021). Revenue: ฿2.17b (up 3.7% from FY 2021). Net loss: ฿16.5m (loss narrowed 98% from FY 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 61 percentage points per year, which is a significant difference in performance.
Board Change • Apr 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 Voraphot Chanyakomol 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 • Feb 24Less 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 Voraphot Chanyakomol 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.
Reported Earnings • Feb 15Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: ฿0.001 (up from ฿0.018 loss in 3Q 2021). Revenue: ฿585.1m (up 14% from 3Q 2021). Net income: ฿4.69m (up ฿100.0m from 3Q 2021). Profit margin: 0.8% (up from net loss in 3Q 2021). Revenue was in line with analyst estimates. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 80 percentage points per year, which is a significant difference in performance.
Reported Earnings • Nov 17Second quarter 2022 earnings released: EPS ฿0.009 (vs ฿0.03 loss in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: ฿625.9m (up 22% from 2Q 2021). Net income: ฿50.4m (up ฿211.3m from 2Q 2021). Profit margin: 8.1% (up from net loss in 2Q 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 89 percentage points per year, which is a significant difference in performance.
Executive Departure • Aug 18Vice Chairman of the Board Siew Chuen has left the companyOn the 10th of August, Siew Chuen's tenure as Vice Chairman of the Board ended after 1.5 years in the role. We don't have any record of a personal shareholding under Siew's name. Siew is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 3.46 years.
Reported Earnings • Aug 13First quarter 2022 earnings released: EPS ฿0.017 (vs ฿0.033 loss in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: ฿619.3m (up 20% from 1Q 2021). Net income: ฿93.8m (up ฿272.7m from 1Q 2021). Profit margin: 15% (up from net loss in 1Q 2021). 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 • May 30Full year 2021 earnings released: ฿0.18 loss per share (vs ฿0.10 loss in FY 2020)The company reported a poor full year result with increased losses, weaker revenues and weaker control over costs. Full year 2021 results: Revenue: ฿2.16b (down 17% from FY 2020). Net loss: ฿991.9m (loss widened 93% from FY 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 80 percentage points per year, which is a significant difference in performance.
Reported Earnings • Feb 11Third quarter 2021 earnings released: ฿0.018 loss per share (vs ฿0.01 profit in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and control over costs. Third quarter 2021 results: Revenue: ฿518.3m (down 39% from 3Q 2020). Net loss: ฿95.3m (down 322% from profit in 3Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 74 percentage points per year, which is a significant difference in performance.
Is New 90 Day High Low • Jan 08New 90-day high: ฿0.71The company is up 8.0% from its price of ฿0.66 on 09 October 2020. The Thai market is up 20% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Media industry, which is up 9.0% over the same period.
Is New 90 Day High Low • Dec 16New 90-day high: ฿0.70The company is up 9.0% from its price of ฿0.64 on 17 September 2020. The Thai market is up 15% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Media industry, which is up 12% over the same period.
Reported Earnings • Nov 10Second quarter 2021 earnings released: ฿0.03 loss per shareThe company reported a poor second quarter result with weaker earnings, revenues and control over expenses. Second quarter 2021 results: Revenue: ฿513.1m (down 33% from 2Q 2020). Net loss: ฿160.9m (down 497% from profit in 2Q 2020). Over the last 3 years on average, earnings per share has fallen by 93% per year but the company’s share price has only fallen by 33% per year, which means it has not declined as severely as earnings.
Is New 90 Day High Low • Oct 20New 90-day low: ฿0.62The company is down 5.0% from its price of ฿0.65 on 22 July 2020. The Thai market is down 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Media industry, which is down 11% over the same period.