View Future GrowthDohome 過去の業績過去 基準チェック /16Dohomeの収益は年間平均-24.1%の割合で減少していますが、 Specialty Retail業界の収益は年間 増加しています。収益は年間7.6% 4.6%割合で 増加しています。 Dohomeの自己資本利益率は4.4%であり、純利益率は2.1%です。主要情報-24.07%収益成長率-24.58%EPS成長率Specialty Retail 業界の成長7.57%収益成長率4.61%株主資本利益率4.44%ネット・マージン2.08%前回の決算情報31 Mar 2026最近の業績更新Reported Earnings • May 15First quarter 2026 earnings: EPS misses analyst expectationsFirst quarter 2026 results: EPS: ฿0.07 (in line with 1Q 2025). Revenue: ฿8.16b (up 1.0% from 1Q 2025). Net income: ฿250.7m (up 2.3% from 1Q 2025). Profit margin: 3.1% (up from 3.0% in 1Q 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 5.0%. Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Specialty Retail industry in Thailand. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 36% per year, which means it is significantly lagging earnings.Reported Earnings • Feb 24Full year 2025 earnings released: EPS: ฿0.18 (vs ฿0.20 in FY 2024)Full year 2025 results: EPS: ฿0.18 (down from ฿0.20 in FY 2024). Revenue: ฿29.4b (down 5.2% from FY 2024). Net income: ฿601.1m (down 11% from FY 2024). Profit margin: 2.0% (down from 2.2% in FY 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Specialty Retail industry in Thailand. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 33% per year, which means it is significantly lagging earnings.Reported Earnings • Nov 08Third quarter 2025 earnings: EPS exceeds analyst expectationsThird quarter 2025 results: EPS: ฿0.03 (up from ฿0.023 in 3Q 2024). Revenue: ฿6.83b (down 7.6% from 3Q 2024). Net income: ฿102.1m (up 32% from 3Q 2024). Profit margin: 1.5% (up from 1.0% in 3Q 2024). The increase in margin was driven by lower expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 12%. Revenue is forecast to grow 8.1% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Specialty Retail industry in Thailand. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has fallen by 31% per year, which means it is performing significantly worse than earnings.Reported Earnings • Aug 07Second quarter 2025 earnings: EPS in line with expectations, revenues disappointSecond quarter 2025 results: EPS: ฿0.05 (down from ฿0.057 in 2Q 2024). Revenue: ฿7.36b (down 8.2% from 2Q 2024). Net income: ฿157.2m (down 18% from 2Q 2024). Profit margin: 2.1% (down from 2.4% in 2Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 7.5% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Specialty Retail industry in Thailand. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has fallen by 32% per year, which means it is performing significantly worse than earnings.Reported Earnings • May 09First quarter 2025 earnings released: EPS: ฿90.07 (vs ฿0.072 in 1Q 2024)First quarter 2025 results: EPS: ฿90.07 (up from ฿0.072 in 1Q 2024). Revenue: ฿8.13b (up 2.2% from 1Q 2024). Net income: ฿245.1m (flat on 1Q 2024). Profit margin: 3.0% (down from 3.1% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.5% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Specialty Retail industry in Thailand. Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has fallen by 34% per year, which means it is performing significantly worse than earnings.Reported Earnings • Feb 20Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: EPS: ฿0.21 (up from ฿0.18 in FY 2023). Revenue: ฿31.3b (flat on FY 2023). Net income: ฿674.1m (up 15% from FY 2023). Profit margin: 2.2% (up from 1.9% in FY 2023). Revenue missed analyst estimates by 1.0%. Earnings per share (EPS) also missed analyst estimates by 4.1%. Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Specialty Retail industry in Thailand. Over the last 3 years on average, earnings per share has fallen by 44% per year but the company’s share price has only fallen by 26% per year, which means it has not declined as severely as earnings.すべての更新を表示Recent updatesReported Earnings • May 15First quarter 2026 earnings: EPS misses analyst expectationsFirst quarter 2026 results: EPS: ฿0.07 (in line with 1Q 2025). Revenue: ฿8.16b (up 1.0% from 1Q 2025). Net income: ฿250.7m (up 2.3% from 1Q 2025). Profit margin: 3.1% (up from 3.0% in 1Q 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 5.0%. Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Specialty Retail industry in Thailand. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 36% per year, which means it is significantly lagging earnings.Board Change • Mar 21Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Surat Pralongsin was the last independent director to join the board, commencing their role in 2025. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Feb 24Full year 2025 earnings released: EPS: ฿0.18 (vs ฿0.20 in FY 2024)Full year 2025 results: EPS: ฿0.18 (down from ฿0.20 in FY 2024). Revenue: ฿29.4b (down 5.2% from FY 2024). Net income: ฿601.1m (down 11% from FY 2024). Profit margin: 2.0% (down from 2.2% in FY 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Specialty Retail industry in Thailand. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 33% per year, which means it is significantly lagging earnings.Declared Dividend • Feb 23Dividend reduced to ฿0.0044Dividend of ฿0.0044 is 8.5% lower than last year. Ex-date: 5th March 2026 Payment date: 20th May 2026 Dividend yield will be 0.1%, which is lower than the industry average of 2.5%. Payout Ratios Payout ratio: 3%. Cash payout ratio: 1%.お知らせ • Feb 21+ 1 more updateDohome Public Company Limited announces Annual dividend, payable on May 20, 2026Dohome Public Company Limited announced Annual dividend of THB 0.0044 per share payable on May 20, 2026, ex-date on March 05, 2026 and record date on March 06, 2026.Price Target Changed • Jan 26Price target decreased by 9.3% to ฿4.52Down from ฿4.98, the current price target is an average from 13 analysts. New target price is 29% above last closing price of ฿3.50. Stock is down 55% over the past year. The company is forecast to post earnings per share of ฿0.19 for next year compared to ฿0.20 last year.Reported Earnings • Nov 08Third quarter 2025 earnings: EPS exceeds analyst expectationsThird quarter 2025 results: EPS: ฿0.03 (up from ฿0.023 in 3Q 2024). Revenue: ฿6.83b (down 7.6% from 3Q 2024). Net income: ฿102.1m (up 32% from 3Q 2024). Profit margin: 1.5% (up from 1.0% in 3Q 2024). The increase in margin was driven by lower expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 12%. Revenue is forecast to grow 8.1% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Specialty Retail industry in Thailand. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has fallen by 31% per year, which means it is performing significantly worse than earnings.Price Target Changed • Aug 12Price target decreased by 8.1% to ฿4.27Down from ฿4.65, the current price target is an average from 12 analysts. New target price is 7.9% above last closing price of ฿3.96. Stock is down 58% over the past year. The company is forecast to post earnings per share of ฿0.20 for next year compared to ฿0.20 last year.Reported Earnings • Aug 07Second quarter 2025 earnings: EPS in line with expectations, revenues disappointSecond quarter 2025 results: EPS: ฿0.05 (down from ฿0.057 in 2Q 2024). Revenue: ฿7.36b (down 8.2% from 2Q 2024). Net income: ฿157.2m (down 18% from 2Q 2024). Profit margin: 2.1% (down from 2.4% in 2Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 7.5% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Specialty Retail industry in Thailand. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has fallen by 32% per year, which means it is performing significantly worse than earnings.Valuation Update With 7 Day Price Move • Jul 24Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ฿4.18, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 12x in the Specialty Retail industry in Thailand. Total loss to shareholders of 70% over the past three years.New Risk • Jun 24New major risk - Revenue and earnings growthEarnings have declined by 11% 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 Risks Interest payments are not well covered by earnings (2.3x net interest cover). Earnings have declined by 11% per year over the past 5 years. Minor Risk Share price has been volatile over the past 3 months (9.6% average weekly change).Price Target Changed • Jun 23Price target decreased by 7.9% to ฿5.71Down from ฿6.20, the current price target is an average from 13 analysts. New target price is 127% above last closing price of ฿2.52. Stock is down 74% over the past year. The company is forecast to post earnings per share of ฿0.21 for next year compared to ฿0.20 last year.Valuation Update With 7 Day Price Move • Jun 23Investor sentiment deteriorates as stock falls 25%After last week's 25% share price decline to ฿2.52, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 10x in the Specialty Retail industry in Thailand. Total loss to shareholders of 83% over the past three years.Price Target Changed • May 27Price target decreased by 9.2% to ฿6.51Down from ฿7.17, the current price target is an average from 13 analysts. New target price is 75% above last closing price of ฿3.72. Stock is down 66% over the past year. The company is forecast to post earnings per share of ฿0.23 for next year compared to ฿0.20 last year.Valuation Update With 7 Day Price Move • May 20Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ฿4.10, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 13x in the Specialty Retail industry in Thailand. Total loss to shareholders of 75% over the past three years.Price Target Changed • May 14Price target decreased by 8.4% to ฿7.17Down from ฿7.83, the current price target is an average from 13 analysts. New target price is 49% above last closing price of ฿4.82. Stock is down 58% over the past year. The company is forecast to post earnings per share of ฿0.24 for next year compared to ฿0.20 last year.Reported Earnings • May 09First quarter 2025 earnings released: EPS: ฿90.07 (vs ฿0.072 in 1Q 2024)First quarter 2025 results: EPS: ฿90.07 (up from ฿0.072 in 1Q 2024). Revenue: ฿8.13b (up 2.2% from 1Q 2024). Net income: ฿245.1m (flat on 1Q 2024). Profit margin: 3.0% (down from 3.1% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.5% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Specialty Retail industry in Thailand. Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has fallen by 34% per year, which means it is performing significantly worse than earnings.お知らせ • Apr 29Dohome Public Company Limited Approves Annual Dividend, Payable on May 26, 2025Dohome Public Company Limited at its AGM held on 28 April 2025, approved Distribute cash dividend at the rate of approximately THB 0.0052910053 per share, totalling to approximately THB 17.09 million. The total of dividend payment of common stock and cash dividend is at the rate of approximately THB 0.0529100529 per share or equaling to approximately THB 170.88 million or equivalent to approximately 30.17 percent of net profit of separated financial statements after deducting tax and legal reserve which is in compliance with the dividend policy of the Company. The Company has set the date of 5 March 2025 as the date for determining the shareholders' right to receive the common stock and cash dividend (Record Date) and 26 May 2025 as the dividend payment date.Price Target Changed • Apr 10Price target decreased by 7.7% to ฿8.13Down from ฿8.81, the current price target is an average from 13 analysts. New target price is 77% above last closing price of ฿4.60. Stock is down 58% over the past year. The company is forecast to post earnings per share of ฿0.25 for next year compared to ฿0.20 last year.Major Estimate Revision • Feb 26Consensus EPS estimates fall by 16%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from ฿34.5b to ฿33.6b. EPS estimate also fell from ฿0.321 per share to ฿0.269 per share. Net income forecast to grow 29% next year vs 12% growth forecast for Specialty Retail industry in Thailand. Consensus price target down from ฿10.44 to ฿9.27. Share price rose 12% to ฿7.45 over the past week.Price Target Changed • Feb 24Price target decreased by 10% to ฿9.35Down from ฿10.44, the current price target is an average from 12 analysts. New target price is 23% above last closing price of ฿7.60. Stock is down 32% over the past year. The company is forecast to post earnings per share of ฿0.27 for next year compared to ฿0.21 last year.Declared Dividend • Feb 22Dividend of ฿0.0053 announcedShareholders will receive a dividend of ฿0.0053. Ex-date: 4th March 2025 Payment date: 26th May 2025 Dividend yield will be 0.07%, which is lower than the industry average of 2.5%. Payout Ratios Payout ratio: 3%. Cash payout ratio: 5%.お知らせ • Feb 21Dohome Public Company Limited announces Annual dividend, payable on May 26, 2025Dohome Public Company Limited announced Annual dividend of THB 0.0053 per share payable on May 26, 2025, ex-date on March 04, 2025 and record date on March 05, 2025.お知らせ • Feb 20Dohome Public Company Limited, Annual General Meeting, Apr 28, 2025Dohome Public Company Limited, Annual General Meeting, Apr 28, 2025, at 14:00 SE Asia Standard Time.Reported Earnings • Feb 20Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: EPS: ฿0.21 (up from ฿0.18 in FY 2023). Revenue: ฿31.3b (flat on FY 2023). Net income: ฿674.1m (up 15% from FY 2023). Profit margin: 2.2% (up from 1.9% in FY 2023). Revenue missed analyst estimates by 1.0%. Earnings per share (EPS) also missed analyst estimates by 4.1%. Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Specialty Retail industry in Thailand. Over the last 3 years on average, earnings per share has fallen by 44% per year but the company’s share price has only fallen by 26% per year, which means it has not declined as severely as earnings.New Risk • Feb 14New 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 6.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.2x net interest cover). Minor Risks Share price has been volatile over the past 3 months (6.5% average weekly change). Large one-off items impacting financial results.Valuation Update With 7 Day Price Move • Feb 05Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to ฿6.70, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 13x in the Specialty Retail industry in Thailand. Total loss to shareholders of 59% over the past three years.Reported Earnings • Nov 08Third quarter 2024 earnings: EPS misses analyst expectationsThird quarter 2024 results: EPS: ฿0.02 (down from ฿0.028 in 3Q 2023). Revenue: ฿7.51b (up 1.0% from 3Q 2023). Net income: ฿77.1m (down 15% from 3Q 2023). Profit margin: 1.0% (down from 1.2% in 3Q 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 20%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Specialty Retail industry in Thailand. Over the last 3 years on average, earnings per share has fallen by 48% per year but the company’s share price has only fallen by 17% per year, which means it has not declined as severely as earnings.Reported Earnings • Aug 07Second quarter 2024 earnings: EPS misses analyst expectationsSecond quarter 2024 results: EPS: ฿0.06 (up from ฿0.012 in 2Q 2023). Revenue: ฿8.09b (up 1.2% from 2Q 2023). Net income: ฿192.6m (up 389% from 2Q 2023). Profit margin: 2.4% (up from 0.5% in 2Q 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 6.7%. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Specialty Retail industry in Thailand. Over the last 3 years on average, earnings per share has fallen by 49% per year but the company’s share price has only fallen by 20% per year, which means it has not declined as severely as earnings.Major Estimate Revision • May 15Consensus EPS estimates increase by 17%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from ฿32.9b to ฿34.4b. EPS estimate increased from ฿0.283 to ฿0.33 per share. Net income forecast to grow 80% next year vs 13% growth forecast for Specialty Retail industry in Thailand. Consensus price target of ฿11.90 unchanged from last update. Share price rose 7.1% to ฿12.10 over the past week.Reported Earnings • May 08First quarter 2024 earnings releasedFirst quarter 2024 results: Revenue: ฿8.02b (down 5.3% from 1Q 2023). Net income: ฿244.3m (down 5.4% from 1Q 2023). Profit margin: 3.0% (down from 3.1% in 1Q 2023). Revenue is forecast to grow 9.4% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Specialty Retail industry in Thailand. Over the last 3 years on average, earnings per share has fallen by 47% per year but the company’s share price has only fallen by 18% per year, which means it has not declined as severely as earnings.Declared Dividend • Feb 22Dividend reduced to ฿0.005Dividend of ฿0.005 is 27% lower than last year. Ex-date: 4th March 2024 Payment date: 17th May 2024 Dividend yield will be 0.04%, which is lower than the industry average of 2.5%.お知らせ • Feb 21+ 1 more updateDohome Public Company Limited, Annual General Meeting, Apr 18, 2024Dohome Public Company Limited, Annual General Meeting, Apr 18, 2024, at 14:00 SE Asia Standard Time. Location: Cattleya 1 Room, G Floor, Rama Gardens Hotel Bangkok, No. 9/9 Vibhavadi Rangsit Road, Sub-District Talad Bang Khen, District Lak Si, Bangkok Thailand Agenda: To acknowledge the operating results of the Company for the year 2023; to consider and approve consolidated financial statements of the Company and subsidiaries for the year ended 31 December 2023; to consider and approve the appropriation of net profit as a legal reserve and the dividend payment; to consider and approve the issuance and offering of warrants to purchase the Company's newly issued ordinary shares to employees of the Company No.2 (ESOP2) in the amount of not exceeding 4,000,000 units, at no cost; and to consider other matters.Reported Earnings • Feb 21Full year 2023 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2023 results: EPS: ฿0.19 (down from ฿0.25 in FY 2022). Revenue: ฿31.6b (flat on FY 2022). Net income: ฿585.3m (down 24% from FY 2022). Profit margin: 1.9% (down from 2.5% in FY 2022). Revenue missed analyst estimates by 2.2%. Earnings per share (EPS) exceeded analyst estimates by 4.4%. Revenue is forecast to grow 9.3% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Specialty Retail industry in Thailand. Over the last 3 years on average, earnings per share has fallen by 33% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.Reported Earnings • Nov 08Third quarter 2023 earnings: EPS and revenues miss analyst expectationsThird quarter 2023 results: EPS: ฿0.029 (up from ฿0.016 in 3Q 2022). Revenue: ฿7.50b (flat on 3Q 2022). Net income: ฿90.6m (up 80% from 3Q 2022). Profit margin: 1.2% (up from 0.7% in 3Q 2022). Revenue missed analyst estimates by 3.0%. Earnings per share (EPS) also missed analyst estimates by 2.2%. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Specialty Retail industry in Thailand. Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.お知らせ • Oct 07Dohome Public Company Limited Announces Change of Chief AccountantDohome Public Company Limited announced the change of Chief Accountant. The company announced the termination of Mrs. Pornsiri Loesprapaporn as First Assistant Vice President, Accounting, effective September 30, 2023. The company announced the appointment of Mr. Werayut Chanwittayanuchit as First Assistant Vice President, Accounting, effective October 1, 2023.Price Target Changed • Oct 05Price target increased by 8.3% to ฿11.57Up from ฿10.69, the current price target is an average from 6 analysts. New target price is approximately in line with last closing price of ฿11.10. Stock is down 11% over the past year. The company is forecast to post earnings per share of ฿0.23 for next year compared to ฿0.25 last year.Price Target Changed • Sep 16Price target increased by 9.8% to ฿11.73Up from ฿10.69, the current price target is an average from 7 analysts. New target price is approximately in line with last closing price of ฿11.20. Stock is down 19% over the past year. The company is forecast to post earnings per share of ฿0.23 for next year compared to ฿0.25 last year.Reported Earnings • Aug 09Second quarter 2023 earnings released: EPS: ฿0.013 (vs ฿0.10 in 2Q 2022)Second quarter 2023 results: EPS: ฿0.013 (down from ฿0.10 in 2Q 2022). Revenue: ฿8.05b (up 2.1% from 2Q 2022). Net income: ฿39.4m (down 88% from 2Q 2022). Profit margin: 0.5% (down from 4.0% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Specialty Retail industry in Thailand. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.New Risk • Jul 13New 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 6.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.9x net interest cover). Minor Risks Share price has been volatile over the past 3 months (6.3% average weekly change). Profit margins are more than 30% lower than last year (1.8% net profit margin).Major Estimate Revision • Jul 11Consensus EPS estimates fall by 25%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from ฿34.9b to ฿33.7b. EPS estimate also fell from ฿0.398 per share to ฿0.30 per share. Net income forecast to grow 78% next year vs 14% growth forecast for Specialty Retail industry in Thailand. Consensus price target down from ฿13.60 to ฿11.75. Share price fell 23% to ฿9.30 over the past week.Price Target Changed • Jul 10Price target decreased by 7.8% to ฿12.54Down from ฿13.60, the current price target is an average from 6 analysts. New target price is 23% above last closing price of ฿10.20. Stock is down 25% over the past year. The company is forecast to post earnings per share of ฿0.37 for next year compared to ฿0.25 last year.Valuation Update With 7 Day Price Move • Jul 07Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ฿10.30, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 18x in the Specialty Retail industry in Thailand. Total returns to shareholders of 24% over the past three years.Major Estimate Revision • Jun 16Consensus EPS estimates fall by 13%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from ฿35.6b to ฿34.9b. EPS estimate also fell from ฿0.457 per share to ฿0.398 per share. Net income forecast to grow 129% next year vs 13% growth forecast for Specialty Retail industry in Thailand. Consensus price target of ฿13.60 unchanged from last update. Share price was steady at ฿13.00 over the past week.Reported Earnings • May 09First quarter 2023 earnings released: EPS: ฿0.084 (vs ฿0.15 in 1Q 2022)First quarter 2023 results: EPS: ฿0.084 (down from ฿0.15 in 1Q 2022). Revenue: ฿8.51m (down 100% from 1Q 2022). Net income: ฿258.3k (down 100% from 1Q 2022). Profit margin: 3.0% (down from 5.5% in 1Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Specialty Retail industry in Thailand. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 38% per year, which means it is tracking significantly ahead of earnings growth.Major Estimate Revision • Feb 28Consensus EPS estimates fall by 12%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate fell from ฿0.53 to ฿0.468 per share. Revenue forecast steady at ฿36.0b. Net income forecast to grow 71% next year vs 18% growth forecast for Specialty Retail industry in Thailand. Consensus price target up from ฿13.35 to ฿13.82. Share price rose 5.6% to ฿15.00 over the past week.Reported Earnings • Feb 23Full year 2022 earnings: EPS misses analyst expectationsFull year 2022 results: EPS: ฿0.27 (down from ฿0.64 in FY 2021). Revenue: ฿31.5b (up 22% from FY 2021). Net income: ฿774.1m (down 57% from FY 2021). Profit margin: 2.5% (down from 7.0% in FY 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 12%. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Specialty Retail industry in Thailand. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has increased by 40% per year, which means it is tracking significantly ahead of earnings growth.Board Change • Nov 16Less 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 an independent director. The company's board is composed of: 1 new director. 7 experienced directors. No highly experienced directors. 3 independent directors (5 non-independent directors). Independent Director Naruechon Dhumrongpiyawut 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.Reported Earnings • Nov 08Third quarter 2022 earnings: EPS and revenues exceed analyst expectationsThird quarter 2022 results: EPS: ฿0.017 (down from ฿0.12 in 3Q 2021). Revenue: ฿7.52b (up 25% from 3Q 2021). Net income: ฿50.3m (down 85% from 3Q 2021). Profit margin: 0.7% (down from 5.6% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 5.8%. Earnings per share (EPS) also surpassed analyst estimates by 15%. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Specialty Retail industry in Thailand. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.Major Estimate Revision • Oct 27Consensus EPS estimates fall by 17%The consensus outlook for earnings per share (EPS) in 2022 has deteriorated. 2022 revenue forecast decreased from ฿31.6b to ฿31.0b. EPS estimate also fell from ฿0.51 per share to ฿0.43 per share. Net income forecast to grow 2.5% next year vs 15% growth forecast for Specialty Retail industry in Thailand. Consensus price target down from ฿16.33 to ฿15.50. Share price was steady at ฿13.00 over the past week.Reported Earnings • Aug 07Second quarter 2022 earnings: EPS and revenues miss analyst expectationsSecond quarter 2022 results: EPS: ฿0.11 (down from ฿0.21 in 2Q 2021). Revenue: ฿7.94b (up 25% from 2Q 2021). Net income: ฿315.4m (down 48% from 2Q 2021). Profit margin: 4.0% (down from 9.4% 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 16%, compared to a 11% growth forecast for the industry in Thailand. Over the last 3 years on average, earnings per share has increased by 39% per year whereas the company’s share price has increased by 35% per year.Price Target Changed • Jul 08Price target decreased to ฿19.57Down from ฿21.27, the current price target is an average from 6 analysts. New target price is 31% above last closing price of ฿14.90. Stock is down 34% over the past year. The company is forecast to post earnings per share of ฿0.68 for next year compared to ฿0.64 last year.Price Target Changed • Jun 21Price target decreased to ฿21.42Down from ฿23.62, the current price target is an average from 5 analysts. New target price is 28% above last closing price of ฿16.70. Stock is down 21% over the past year. The company is forecast to post earnings per share of ฿0.70 for next year compared to ฿0.64 last year.Reported Earnings • May 08First quarter 2022 earnings: Revenues and EPS in line with analyst expectationsFirst quarter 2022 results: EPS: ฿0.16 (down from ฿0.19 in 1Q 2021). Revenue: ฿8.36b (up 37% from 1Q 2021). Net income: ฿459.5m (down 15% from 1Q 2021). Profit margin: 5.5% (down from 8.9% in 1Q 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Over the next year, revenue is forecast to grow 14%, compared to a 12% growth forecast for the industry in Thailand.Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 5 independent directors on the board. The company's board is composed of: 5 independent directors. 6 non-independent directors. Independent Director Naruechon Dhumrongpiyawut was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Upcoming Dividend • Feb 25Upcoming dividend of ฿0.022 per shareEligible shareholders must have bought the stock before 04 March 2022. Payment date: 18 May 2022. Payout ratio is a comfortable 2.9% but the company is not cash flow positive. Trailing yield: 0.1%. Lower than top quartile of Thai dividend payers (5.2%). Lower than average of industry peers (1.7%).Major Estimate Revision • Feb 24Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate fell from ฿0.91 to ฿0.79. Revenue forecast unchanged from ฿29.6b at last update. Net income forecast to grow 21% next year vs 17% growth forecast for Specialty Retail industry in Thailand. Consensus price target down from ฿29.99 to ฿27.15. Share price rose 4.4% to ฿23.60 over the past week.Price Target Changed • Feb 21Price target decreased to ฿26.44Down from ฿29.99, the current price target is an average from 4 analysts. New target price is 10% above last closing price of ฿24.00. Stock is up 50% over the past year. The company is forecast to post earnings per share of ฿0.79 for next year compared to ฿0.76 last year.Reported Earnings • Feb 18Full year 2021 earnings: EPS and revenues exceed analyst expectationsFull year 2021 results: EPS: ฿0.76 (up from ฿0.31 in FY 2020). Revenue: ฿25.9b (up 38% from FY 2020). Net income: ฿1.82b (up 150% from FY 2020). Profit margin: 7.0% (up from 3.9% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 4.9%. Earnings per share (EPS) also surpassed analyst estimates by 2.5%. Over the next year, revenue is forecast to grow 27%, compared to a 12% growth forecast for the retail industry in Thailand.Reported Earnings • Nov 15Third quarter 2021 earnings released: EPS ฿0.14 (vs ฿0.08 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: ฿6.03b (up 28% from 3Q 2020). Net income: ฿340.4m (up 82% from 3Q 2020). Profit margin: 5.6% (up from 4.0% in 3Q 2020). The increase in margin was driven by higher revenue.Price Target Changed • Sep 17Price target increased to ฿30.40Up from ฿26.71, the current price target is an average from 3 analysts. New target price is 22% above last closing price of ฿24.90. Stock is up 109% over the past year.Reported Earnings • Aug 18Second quarter 2021 earnings released: EPS ฿0.26 (vs ฿0.062 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: ฿6.37b (up 38% from 2Q 2020). Net income: ฿601.3m (up 311% from 2Q 2020). Profit margin: 9.4% (up from 3.2% in 2Q 2020). The increase in margin was driven by higher revenue.Price Target Changed • Jul 05Price target increased to ฿31.00Up from ฿27.25, the current price target is an average from 2 analysts. New target price is 6.9% above last closing price of ฿29.00. Stock is up 162% over the past year.Valuation Update With 7 Day Price Move • Jul 05Investor sentiment improved over the past weekAfter last week's 16% share price gain to ฿29.00, the stock trades at a forward P/E ratio of 36x. Average forward P/E is 27x in the Specialty Retail industry in Thailand. Total returns to shareholders of 162% over the past year.Major Estimate Revision • May 18Consensus EPS estimates increase to ฿0.74The consensus outlook for earnings per share (EPS) in 2021 has improved. 2021 revenue forecast increased from ฿22.8b to ฿23.3b. EPS estimate increased from ฿0.50 to ฿0.74 per share. Net income forecast to grow 57% next year vs 26% growth forecast for Specialty Retail industry in Thailand. Consensus price target up from ฿16.87 to ฿27.25. Share price was steady at ฿25.00 over the past week.Reported Earnings • May 13First quarter 2021 earnings releasedThe company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: ฿6.13b (up 34% from 1Q 2020). Net income: ฿543.2m (up 206% from 1Q 2020). Profit margin: 8.9% (up from 3.9% in 1Q 2020). The increase in margin was driven by higher revenue.Valuation Update With 7 Day Price Move • Apr 19Investor sentiment improved over the past weekAfter last week's 18% share price gain to ฿24.50, the stock trades at a forward P/E ratio of 49x. Average forward P/E is 29x in the Specialty Retail industry in Thailand. Total returns to shareholders of 274% over the past year.Major Estimate Revision • Mar 31Consensus EPS estimates increase to ฿0.50The consensus outlook for earnings per share (EPS) in 2021 has improved. 2021 revenue forecast increased from ฿22.3b to ฿22.8b. EPS estimate increased from ฿0.44 to ฿0.50 per share. Net income forecast to grow 53% next year vs 33% growth forecast for Specialty Retail industry in Thailand. Consensus price target up from ฿14.86 to ฿16.87. Share price rose 7.0% to ฿20.00 over the past week.Price Target Changed • Mar 30Price target increased to ฿16.87Up from ฿14.80, the current price target is an average from 2 analysts. New target price is 16% below last closing price of ฿20.00. Stock is up 361% over the past year.Price Target Changed • Dec 15Price target raised to ฿14.50Up from ฿10.80, the current price target is an average from 2 analysts. The new target price is 11% above the current share price of ฿13.10. As of last close, the stock is up 65% over the past year.Analyst Estimate Surprise Post Earnings • Nov 13Revenue and earnings beat expectationsRevenue exceeded analyst estimates by 0.8%. Earnings per share (EPS) also surpassed analyst estimates by 4.6%. Over the next year, revenue is forecast to grow 16%, compared to a 4.6% growth forecast for the Specialty Retail industry in Thailand.Reported Earnings • Nov 13Third quarter 2020 earnings released: EPS ฿0.087The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: ฿4.75b (up 15% from 3Q 2019). Net income: ฿187.6m (up 40% from 3Q 2019). Profit margin: 4.0% (up from 3.3% in 3Q 2019). The increase in margin was driven by higher revenue.Major Estimate Revision • Nov 10Analysts update estimatesThe 2020 consensus revenue estimate was lowered from ฿19.7b to ฿19.3b. Earnings per share (EPS) increased from ฿0.31 to ฿0.35 for the same period. Net income is expected to grow by 38% next year compared to 15% growth forecast for the Specialty Retail industry in Thailand. The consensus price target increased from ฿10.80 to ฿11.25. Share price is down by 13% to ฿12.90 over the past week.Is New 90 Day High Low • Sep 24New 90-day high: ฿14.50The company is up 41% from its price of ฿10.30 on 25 June 2020. The Thai market is down 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Specialty Retail industry, which is up 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ฿0.43 per share.収支内訳Dohome 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:DOHOME 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 2629,1436074,270031 Dec 2529,1246014,214030 Sep 2529,7556644,241030 Jun 2530,3956394,273031 Mar 2531,1296754,278031 Dec 2431,0086744,256030 Sep 2430,7137114,231030 Jun 2430,7517244,117031 Mar 2430,7305714,011031 Dec 2331,2325853,988030 Sep 2331,5463373,972030 Jun 2331,5902973,941031 Mar 2331,4805733,855031 Dec 2231,3367743,728030 Sep 2230,9611,1583,558030 Jun 2229,5201,4493,337031 Mar 2228,0011,7343,104031 Dec 2125,7931,8182,836030 Sep 2123,3351,7002,549030 Jun 2122,0351,5472,350031 Mar 2120,2731,0932,138031 Dec 2018,7327271,987030 Sep 2018,2396641,925030 Jun 2017,6226101,888031 Mar 2017,4956561,881031 Dec 1917,8757261,879030 Sep 1917,9916261,867030 Jun 1918,3045831,882031 Mar 1918,4815001,915031 Dec 1818,4564391,907030 Sep 1818,4715921,842030 Jun 1818,5017061,752031 Mar 1818,6798451,662031 Dec 1718,5859081,614031 Dec 1618,5478311,598031 Dec 1516,9273891,1920質の高い収益: DOHOMEは 高品質の収益 を持っています。利益率の向上: DOHOMEの現在の純利益率 (2.1%)は、昨年(2.2%)よりも低くなっています。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: DOHOMEの収益は過去 5 年間で年間24.1%減少しました。成長の加速: DOHOMEは過去 1 年間の収益成長がマイナスであったため、5 年間の平均と比較することはできません。収益対業界: DOHOMEは過去 1 年間で収益成長率がマイナス ( -10.1% ) となったため、 Specialty Retail業界平均 ( 27.9% ) と比較することが困難です。株主資本利益率高いROE: DOHOMEの 自己資本利益率 ( 4.4% ) 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7D1Y7D1Y7D1YRetail 、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 14:01終値2026/05/22 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Dohome Public Company Limited 11 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。20 アナリスト機関Piriyapon KongvanichBualuang Securities PCLChalinee CongmuangBualuang Securities PCLNuttapon KanwanphonBualuang Securities PCL17 その他のアナリストを表示
Reported Earnings • May 15First quarter 2026 earnings: EPS misses analyst expectationsFirst quarter 2026 results: EPS: ฿0.07 (in line with 1Q 2025). Revenue: ฿8.16b (up 1.0% from 1Q 2025). Net income: ฿250.7m (up 2.3% from 1Q 2025). Profit margin: 3.1% (up from 3.0% in 1Q 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 5.0%. Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Specialty Retail industry in Thailand. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 36% per year, which means it is significantly lagging earnings.
Reported Earnings • Feb 24Full year 2025 earnings released: EPS: ฿0.18 (vs ฿0.20 in FY 2024)Full year 2025 results: EPS: ฿0.18 (down from ฿0.20 in FY 2024). Revenue: ฿29.4b (down 5.2% from FY 2024). Net income: ฿601.1m (down 11% from FY 2024). Profit margin: 2.0% (down from 2.2% in FY 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Specialty Retail industry in Thailand. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 33% per year, which means it is significantly lagging earnings.
Reported Earnings • Nov 08Third quarter 2025 earnings: EPS exceeds analyst expectationsThird quarter 2025 results: EPS: ฿0.03 (up from ฿0.023 in 3Q 2024). Revenue: ฿6.83b (down 7.6% from 3Q 2024). Net income: ฿102.1m (up 32% from 3Q 2024). Profit margin: 1.5% (up from 1.0% in 3Q 2024). The increase in margin was driven by lower expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 12%. Revenue is forecast to grow 8.1% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Specialty Retail industry in Thailand. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has fallen by 31% per year, which means it is performing significantly worse than earnings.
Reported Earnings • Aug 07Second quarter 2025 earnings: EPS in line with expectations, revenues disappointSecond quarter 2025 results: EPS: ฿0.05 (down from ฿0.057 in 2Q 2024). Revenue: ฿7.36b (down 8.2% from 2Q 2024). Net income: ฿157.2m (down 18% from 2Q 2024). Profit margin: 2.1% (down from 2.4% in 2Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 7.5% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Specialty Retail industry in Thailand. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has fallen by 32% per year, which means it is performing significantly worse than earnings.
Reported Earnings • May 09First quarter 2025 earnings released: EPS: ฿90.07 (vs ฿0.072 in 1Q 2024)First quarter 2025 results: EPS: ฿90.07 (up from ฿0.072 in 1Q 2024). Revenue: ฿8.13b (up 2.2% from 1Q 2024). Net income: ฿245.1m (flat on 1Q 2024). Profit margin: 3.0% (down from 3.1% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.5% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Specialty Retail industry in Thailand. Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has fallen by 34% per year, which means it is performing significantly worse than earnings.
Reported Earnings • Feb 20Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: EPS: ฿0.21 (up from ฿0.18 in FY 2023). Revenue: ฿31.3b (flat on FY 2023). Net income: ฿674.1m (up 15% from FY 2023). Profit margin: 2.2% (up from 1.9% in FY 2023). Revenue missed analyst estimates by 1.0%. Earnings per share (EPS) also missed analyst estimates by 4.1%. Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Specialty Retail industry in Thailand. Over the last 3 years on average, earnings per share has fallen by 44% per year but the company’s share price has only fallen by 26% per year, which means it has not declined as severely as earnings.
Reported Earnings • May 15First quarter 2026 earnings: EPS misses analyst expectationsFirst quarter 2026 results: EPS: ฿0.07 (in line with 1Q 2025). Revenue: ฿8.16b (up 1.0% from 1Q 2025). Net income: ฿250.7m (up 2.3% from 1Q 2025). Profit margin: 3.1% (up from 3.0% in 1Q 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 5.0%. Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Specialty Retail industry in Thailand. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 36% per year, which means it is significantly lagging earnings.
Board Change • Mar 21Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Surat Pralongsin was the last independent director to join the board, commencing their role in 2025. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Feb 24Full year 2025 earnings released: EPS: ฿0.18 (vs ฿0.20 in FY 2024)Full year 2025 results: EPS: ฿0.18 (down from ฿0.20 in FY 2024). Revenue: ฿29.4b (down 5.2% from FY 2024). Net income: ฿601.1m (down 11% from FY 2024). Profit margin: 2.0% (down from 2.2% in FY 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Specialty Retail industry in Thailand. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 33% per year, which means it is significantly lagging earnings.
Declared Dividend • Feb 23Dividend reduced to ฿0.0044Dividend of ฿0.0044 is 8.5% lower than last year. Ex-date: 5th March 2026 Payment date: 20th May 2026 Dividend yield will be 0.1%, which is lower than the industry average of 2.5%. Payout Ratios Payout ratio: 3%. Cash payout ratio: 1%.
お知らせ • Feb 21+ 1 more updateDohome Public Company Limited announces Annual dividend, payable on May 20, 2026Dohome Public Company Limited announced Annual dividend of THB 0.0044 per share payable on May 20, 2026, ex-date on March 05, 2026 and record date on March 06, 2026.
Price Target Changed • Jan 26Price target decreased by 9.3% to ฿4.52Down from ฿4.98, the current price target is an average from 13 analysts. New target price is 29% above last closing price of ฿3.50. Stock is down 55% over the past year. The company is forecast to post earnings per share of ฿0.19 for next year compared to ฿0.20 last year.
Reported Earnings • Nov 08Third quarter 2025 earnings: EPS exceeds analyst expectationsThird quarter 2025 results: EPS: ฿0.03 (up from ฿0.023 in 3Q 2024). Revenue: ฿6.83b (down 7.6% from 3Q 2024). Net income: ฿102.1m (up 32% from 3Q 2024). Profit margin: 1.5% (up from 1.0% in 3Q 2024). The increase in margin was driven by lower expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 12%. Revenue is forecast to grow 8.1% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Specialty Retail industry in Thailand. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has fallen by 31% per year, which means it is performing significantly worse than earnings.
Price Target Changed • Aug 12Price target decreased by 8.1% to ฿4.27Down from ฿4.65, the current price target is an average from 12 analysts. New target price is 7.9% above last closing price of ฿3.96. Stock is down 58% over the past year. The company is forecast to post earnings per share of ฿0.20 for next year compared to ฿0.20 last year.
Reported Earnings • Aug 07Second quarter 2025 earnings: EPS in line with expectations, revenues disappointSecond quarter 2025 results: EPS: ฿0.05 (down from ฿0.057 in 2Q 2024). Revenue: ฿7.36b (down 8.2% from 2Q 2024). Net income: ฿157.2m (down 18% from 2Q 2024). Profit margin: 2.1% (down from 2.4% in 2Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 7.5% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Specialty Retail industry in Thailand. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has fallen by 32% per year, which means it is performing significantly worse than earnings.
Valuation Update With 7 Day Price Move • Jul 24Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ฿4.18, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 12x in the Specialty Retail industry in Thailand. Total loss to shareholders of 70% over the past three years.
New Risk • Jun 24New major risk - Revenue and earnings growthEarnings have declined by 11% 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 Risks Interest payments are not well covered by earnings (2.3x net interest cover). Earnings have declined by 11% per year over the past 5 years. Minor Risk Share price has been volatile over the past 3 months (9.6% average weekly change).
Price Target Changed • Jun 23Price target decreased by 7.9% to ฿5.71Down from ฿6.20, the current price target is an average from 13 analysts. New target price is 127% above last closing price of ฿2.52. Stock is down 74% over the past year. The company is forecast to post earnings per share of ฿0.21 for next year compared to ฿0.20 last year.
Valuation Update With 7 Day Price Move • Jun 23Investor sentiment deteriorates as stock falls 25%After last week's 25% share price decline to ฿2.52, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 10x in the Specialty Retail industry in Thailand. Total loss to shareholders of 83% over the past three years.
Price Target Changed • May 27Price target decreased by 9.2% to ฿6.51Down from ฿7.17, the current price target is an average from 13 analysts. New target price is 75% above last closing price of ฿3.72. Stock is down 66% over the past year. The company is forecast to post earnings per share of ฿0.23 for next year compared to ฿0.20 last year.
Valuation Update With 7 Day Price Move • May 20Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ฿4.10, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 13x in the Specialty Retail industry in Thailand. Total loss to shareholders of 75% over the past three years.
Price Target Changed • May 14Price target decreased by 8.4% to ฿7.17Down from ฿7.83, the current price target is an average from 13 analysts. New target price is 49% above last closing price of ฿4.82. Stock is down 58% over the past year. The company is forecast to post earnings per share of ฿0.24 for next year compared to ฿0.20 last year.
Reported Earnings • May 09First quarter 2025 earnings released: EPS: ฿90.07 (vs ฿0.072 in 1Q 2024)First quarter 2025 results: EPS: ฿90.07 (up from ฿0.072 in 1Q 2024). Revenue: ฿8.13b (up 2.2% from 1Q 2024). Net income: ฿245.1m (flat on 1Q 2024). Profit margin: 3.0% (down from 3.1% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.5% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Specialty Retail industry in Thailand. Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has fallen by 34% per year, which means it is performing significantly worse than earnings.
お知らせ • Apr 29Dohome Public Company Limited Approves Annual Dividend, Payable on May 26, 2025Dohome Public Company Limited at its AGM held on 28 April 2025, approved Distribute cash dividend at the rate of approximately THB 0.0052910053 per share, totalling to approximately THB 17.09 million. The total of dividend payment of common stock and cash dividend is at the rate of approximately THB 0.0529100529 per share or equaling to approximately THB 170.88 million or equivalent to approximately 30.17 percent of net profit of separated financial statements after deducting tax and legal reserve which is in compliance with the dividend policy of the Company. The Company has set the date of 5 March 2025 as the date for determining the shareholders' right to receive the common stock and cash dividend (Record Date) and 26 May 2025 as the dividend payment date.
Price Target Changed • Apr 10Price target decreased by 7.7% to ฿8.13Down from ฿8.81, the current price target is an average from 13 analysts. New target price is 77% above last closing price of ฿4.60. Stock is down 58% over the past year. The company is forecast to post earnings per share of ฿0.25 for next year compared to ฿0.20 last year.
Major Estimate Revision • Feb 26Consensus EPS estimates fall by 16%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from ฿34.5b to ฿33.6b. EPS estimate also fell from ฿0.321 per share to ฿0.269 per share. Net income forecast to grow 29% next year vs 12% growth forecast for Specialty Retail industry in Thailand. Consensus price target down from ฿10.44 to ฿9.27. Share price rose 12% to ฿7.45 over the past week.
Price Target Changed • Feb 24Price target decreased by 10% to ฿9.35Down from ฿10.44, the current price target is an average from 12 analysts. New target price is 23% above last closing price of ฿7.60. Stock is down 32% over the past year. The company is forecast to post earnings per share of ฿0.27 for next year compared to ฿0.21 last year.
Declared Dividend • Feb 22Dividend of ฿0.0053 announcedShareholders will receive a dividend of ฿0.0053. Ex-date: 4th March 2025 Payment date: 26th May 2025 Dividend yield will be 0.07%, which is lower than the industry average of 2.5%. Payout Ratios Payout ratio: 3%. Cash payout ratio: 5%.
お知らせ • Feb 21Dohome Public Company Limited announces Annual dividend, payable on May 26, 2025Dohome Public Company Limited announced Annual dividend of THB 0.0053 per share payable on May 26, 2025, ex-date on March 04, 2025 and record date on March 05, 2025.
お知らせ • Feb 20Dohome Public Company Limited, Annual General Meeting, Apr 28, 2025Dohome Public Company Limited, Annual General Meeting, Apr 28, 2025, at 14:00 SE Asia Standard Time.
Reported Earnings • Feb 20Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: EPS: ฿0.21 (up from ฿0.18 in FY 2023). Revenue: ฿31.3b (flat on FY 2023). Net income: ฿674.1m (up 15% from FY 2023). Profit margin: 2.2% (up from 1.9% in FY 2023). Revenue missed analyst estimates by 1.0%. Earnings per share (EPS) also missed analyst estimates by 4.1%. Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Specialty Retail industry in Thailand. Over the last 3 years on average, earnings per share has fallen by 44% per year but the company’s share price has only fallen by 26% per year, which means it has not declined as severely as earnings.
New Risk • Feb 14New 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 6.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.2x net interest cover). Minor Risks Share price has been volatile over the past 3 months (6.5% average weekly change). Large one-off items impacting financial results.
Valuation Update With 7 Day Price Move • Feb 05Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to ฿6.70, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 13x in the Specialty Retail industry in Thailand. Total loss to shareholders of 59% over the past three years.
Reported Earnings • Nov 08Third quarter 2024 earnings: EPS misses analyst expectationsThird quarter 2024 results: EPS: ฿0.02 (down from ฿0.028 in 3Q 2023). Revenue: ฿7.51b (up 1.0% from 3Q 2023). Net income: ฿77.1m (down 15% from 3Q 2023). Profit margin: 1.0% (down from 1.2% in 3Q 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 20%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Specialty Retail industry in Thailand. Over the last 3 years on average, earnings per share has fallen by 48% per year but the company’s share price has only fallen by 17% per year, which means it has not declined as severely as earnings.
Reported Earnings • Aug 07Second quarter 2024 earnings: EPS misses analyst expectationsSecond quarter 2024 results: EPS: ฿0.06 (up from ฿0.012 in 2Q 2023). Revenue: ฿8.09b (up 1.2% from 2Q 2023). Net income: ฿192.6m (up 389% from 2Q 2023). Profit margin: 2.4% (up from 0.5% in 2Q 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 6.7%. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Specialty Retail industry in Thailand. Over the last 3 years on average, earnings per share has fallen by 49% per year but the company’s share price has only fallen by 20% per year, which means it has not declined as severely as earnings.
Major Estimate Revision • May 15Consensus EPS estimates increase by 17%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from ฿32.9b to ฿34.4b. EPS estimate increased from ฿0.283 to ฿0.33 per share. Net income forecast to grow 80% next year vs 13% growth forecast for Specialty Retail industry in Thailand. Consensus price target of ฿11.90 unchanged from last update. Share price rose 7.1% to ฿12.10 over the past week.
Reported Earnings • May 08First quarter 2024 earnings releasedFirst quarter 2024 results: Revenue: ฿8.02b (down 5.3% from 1Q 2023). Net income: ฿244.3m (down 5.4% from 1Q 2023). Profit margin: 3.0% (down from 3.1% in 1Q 2023). Revenue is forecast to grow 9.4% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Specialty Retail industry in Thailand. Over the last 3 years on average, earnings per share has fallen by 47% per year but the company’s share price has only fallen by 18% per year, which means it has not declined as severely as earnings.
Declared Dividend • Feb 22Dividend reduced to ฿0.005Dividend of ฿0.005 is 27% lower than last year. Ex-date: 4th March 2024 Payment date: 17th May 2024 Dividend yield will be 0.04%, which is lower than the industry average of 2.5%.
お知らせ • Feb 21+ 1 more updateDohome Public Company Limited, Annual General Meeting, Apr 18, 2024Dohome Public Company Limited, Annual General Meeting, Apr 18, 2024, at 14:00 SE Asia Standard Time. Location: Cattleya 1 Room, G Floor, Rama Gardens Hotel Bangkok, No. 9/9 Vibhavadi Rangsit Road, Sub-District Talad Bang Khen, District Lak Si, Bangkok Thailand Agenda: To acknowledge the operating results of the Company for the year 2023; to consider and approve consolidated financial statements of the Company and subsidiaries for the year ended 31 December 2023; to consider and approve the appropriation of net profit as a legal reserve and the dividend payment; to consider and approve the issuance and offering of warrants to purchase the Company's newly issued ordinary shares to employees of the Company No.2 (ESOP2) in the amount of not exceeding 4,000,000 units, at no cost; and to consider other matters.
Reported Earnings • Feb 21Full year 2023 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2023 results: EPS: ฿0.19 (down from ฿0.25 in FY 2022). Revenue: ฿31.6b (flat on FY 2022). Net income: ฿585.3m (down 24% from FY 2022). Profit margin: 1.9% (down from 2.5% in FY 2022). Revenue missed analyst estimates by 2.2%. Earnings per share (EPS) exceeded analyst estimates by 4.4%. Revenue is forecast to grow 9.3% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Specialty Retail industry in Thailand. Over the last 3 years on average, earnings per share has fallen by 33% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.
Reported Earnings • Nov 08Third quarter 2023 earnings: EPS and revenues miss analyst expectationsThird quarter 2023 results: EPS: ฿0.029 (up from ฿0.016 in 3Q 2022). Revenue: ฿7.50b (flat on 3Q 2022). Net income: ฿90.6m (up 80% from 3Q 2022). Profit margin: 1.2% (up from 0.7% in 3Q 2022). Revenue missed analyst estimates by 3.0%. Earnings per share (EPS) also missed analyst estimates by 2.2%. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Specialty Retail industry in Thailand. Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.
お知らせ • Oct 07Dohome Public Company Limited Announces Change of Chief AccountantDohome Public Company Limited announced the change of Chief Accountant. The company announced the termination of Mrs. Pornsiri Loesprapaporn as First Assistant Vice President, Accounting, effective September 30, 2023. The company announced the appointment of Mr. Werayut Chanwittayanuchit as First Assistant Vice President, Accounting, effective October 1, 2023.
Price Target Changed • Oct 05Price target increased by 8.3% to ฿11.57Up from ฿10.69, the current price target is an average from 6 analysts. New target price is approximately in line with last closing price of ฿11.10. Stock is down 11% over the past year. The company is forecast to post earnings per share of ฿0.23 for next year compared to ฿0.25 last year.
Price Target Changed • Sep 16Price target increased by 9.8% to ฿11.73Up from ฿10.69, the current price target is an average from 7 analysts. New target price is approximately in line with last closing price of ฿11.20. Stock is down 19% over the past year. The company is forecast to post earnings per share of ฿0.23 for next year compared to ฿0.25 last year.
Reported Earnings • Aug 09Second quarter 2023 earnings released: EPS: ฿0.013 (vs ฿0.10 in 2Q 2022)Second quarter 2023 results: EPS: ฿0.013 (down from ฿0.10 in 2Q 2022). Revenue: ฿8.05b (up 2.1% from 2Q 2022). Net income: ฿39.4m (down 88% from 2Q 2022). Profit margin: 0.5% (down from 4.0% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Specialty Retail industry in Thailand. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.
New Risk • Jul 13New 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 6.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.9x net interest cover). Minor Risks Share price has been volatile over the past 3 months (6.3% average weekly change). Profit margins are more than 30% lower than last year (1.8% net profit margin).
Major Estimate Revision • Jul 11Consensus EPS estimates fall by 25%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from ฿34.9b to ฿33.7b. EPS estimate also fell from ฿0.398 per share to ฿0.30 per share. Net income forecast to grow 78% next year vs 14% growth forecast for Specialty Retail industry in Thailand. Consensus price target down from ฿13.60 to ฿11.75. Share price fell 23% to ฿9.30 over the past week.
Price Target Changed • Jul 10Price target decreased by 7.8% to ฿12.54Down from ฿13.60, the current price target is an average from 6 analysts. New target price is 23% above last closing price of ฿10.20. Stock is down 25% over the past year. The company is forecast to post earnings per share of ฿0.37 for next year compared to ฿0.25 last year.
Valuation Update With 7 Day Price Move • Jul 07Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ฿10.30, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 18x in the Specialty Retail industry in Thailand. Total returns to shareholders of 24% over the past three years.
Major Estimate Revision • Jun 16Consensus EPS estimates fall by 13%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from ฿35.6b to ฿34.9b. EPS estimate also fell from ฿0.457 per share to ฿0.398 per share. Net income forecast to grow 129% next year vs 13% growth forecast for Specialty Retail industry in Thailand. Consensus price target of ฿13.60 unchanged from last update. Share price was steady at ฿13.00 over the past week.
Reported Earnings • May 09First quarter 2023 earnings released: EPS: ฿0.084 (vs ฿0.15 in 1Q 2022)First quarter 2023 results: EPS: ฿0.084 (down from ฿0.15 in 1Q 2022). Revenue: ฿8.51m (down 100% from 1Q 2022). Net income: ฿258.3k (down 100% from 1Q 2022). Profit margin: 3.0% (down from 5.5% in 1Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Specialty Retail industry in Thailand. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 38% per year, which means it is tracking significantly ahead of earnings growth.
Major Estimate Revision • Feb 28Consensus EPS estimates fall by 12%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate fell from ฿0.53 to ฿0.468 per share. Revenue forecast steady at ฿36.0b. Net income forecast to grow 71% next year vs 18% growth forecast for Specialty Retail industry in Thailand. Consensus price target up from ฿13.35 to ฿13.82. Share price rose 5.6% to ฿15.00 over the past week.
Reported Earnings • Feb 23Full year 2022 earnings: EPS misses analyst expectationsFull year 2022 results: EPS: ฿0.27 (down from ฿0.64 in FY 2021). Revenue: ฿31.5b (up 22% from FY 2021). Net income: ฿774.1m (down 57% from FY 2021). Profit margin: 2.5% (down from 7.0% in FY 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 12%. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Specialty Retail industry in Thailand. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has increased by 40% per year, which means it is tracking significantly ahead of earnings growth.
Board Change • Nov 16Less 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 an independent director. The company's board is composed of: 1 new director. 7 experienced directors. No highly experienced directors. 3 independent directors (5 non-independent directors). Independent Director Naruechon Dhumrongpiyawut 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.
Reported Earnings • Nov 08Third quarter 2022 earnings: EPS and revenues exceed analyst expectationsThird quarter 2022 results: EPS: ฿0.017 (down from ฿0.12 in 3Q 2021). Revenue: ฿7.52b (up 25% from 3Q 2021). Net income: ฿50.3m (down 85% from 3Q 2021). Profit margin: 0.7% (down from 5.6% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 5.8%. Earnings per share (EPS) also surpassed analyst estimates by 15%. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Specialty Retail industry in Thailand. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.
Major Estimate Revision • Oct 27Consensus EPS estimates fall by 17%The consensus outlook for earnings per share (EPS) in 2022 has deteriorated. 2022 revenue forecast decreased from ฿31.6b to ฿31.0b. EPS estimate also fell from ฿0.51 per share to ฿0.43 per share. Net income forecast to grow 2.5% next year vs 15% growth forecast for Specialty Retail industry in Thailand. Consensus price target down from ฿16.33 to ฿15.50. Share price was steady at ฿13.00 over the past week.
Reported Earnings • Aug 07Second quarter 2022 earnings: EPS and revenues miss analyst expectationsSecond quarter 2022 results: EPS: ฿0.11 (down from ฿0.21 in 2Q 2021). Revenue: ฿7.94b (up 25% from 2Q 2021). Net income: ฿315.4m (down 48% from 2Q 2021). Profit margin: 4.0% (down from 9.4% 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 16%, compared to a 11% growth forecast for the industry in Thailand. Over the last 3 years on average, earnings per share has increased by 39% per year whereas the company’s share price has increased by 35% per year.
Price Target Changed • Jul 08Price target decreased to ฿19.57Down from ฿21.27, the current price target is an average from 6 analysts. New target price is 31% above last closing price of ฿14.90. Stock is down 34% over the past year. The company is forecast to post earnings per share of ฿0.68 for next year compared to ฿0.64 last year.
Price Target Changed • Jun 21Price target decreased to ฿21.42Down from ฿23.62, the current price target is an average from 5 analysts. New target price is 28% above last closing price of ฿16.70. Stock is down 21% over the past year. The company is forecast to post earnings per share of ฿0.70 for next year compared to ฿0.64 last year.
Reported Earnings • May 08First quarter 2022 earnings: Revenues and EPS in line with analyst expectationsFirst quarter 2022 results: EPS: ฿0.16 (down from ฿0.19 in 1Q 2021). Revenue: ฿8.36b (up 37% from 1Q 2021). Net income: ฿459.5m (down 15% from 1Q 2021). Profit margin: 5.5% (down from 8.9% in 1Q 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Over the next year, revenue is forecast to grow 14%, compared to a 12% growth forecast for the industry in Thailand.
Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 5 independent directors on the board. The company's board is composed of: 5 independent directors. 6 non-independent directors. Independent Director Naruechon Dhumrongpiyawut was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Upcoming Dividend • Feb 25Upcoming dividend of ฿0.022 per shareEligible shareholders must have bought the stock before 04 March 2022. Payment date: 18 May 2022. Payout ratio is a comfortable 2.9% but the company is not cash flow positive. Trailing yield: 0.1%. Lower than top quartile of Thai dividend payers (5.2%). Lower than average of industry peers (1.7%).
Major Estimate Revision • Feb 24Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate fell from ฿0.91 to ฿0.79. Revenue forecast unchanged from ฿29.6b at last update. Net income forecast to grow 21% next year vs 17% growth forecast for Specialty Retail industry in Thailand. Consensus price target down from ฿29.99 to ฿27.15. Share price rose 4.4% to ฿23.60 over the past week.
Price Target Changed • Feb 21Price target decreased to ฿26.44Down from ฿29.99, the current price target is an average from 4 analysts. New target price is 10% above last closing price of ฿24.00. Stock is up 50% over the past year. The company is forecast to post earnings per share of ฿0.79 for next year compared to ฿0.76 last year.
Reported Earnings • Feb 18Full year 2021 earnings: EPS and revenues exceed analyst expectationsFull year 2021 results: EPS: ฿0.76 (up from ฿0.31 in FY 2020). Revenue: ฿25.9b (up 38% from FY 2020). Net income: ฿1.82b (up 150% from FY 2020). Profit margin: 7.0% (up from 3.9% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 4.9%. Earnings per share (EPS) also surpassed analyst estimates by 2.5%. Over the next year, revenue is forecast to grow 27%, compared to a 12% growth forecast for the retail industry in Thailand.
Reported Earnings • Nov 15Third quarter 2021 earnings released: EPS ฿0.14 (vs ฿0.08 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: ฿6.03b (up 28% from 3Q 2020). Net income: ฿340.4m (up 82% from 3Q 2020). Profit margin: 5.6% (up from 4.0% in 3Q 2020). The increase in margin was driven by higher revenue.
Price Target Changed • Sep 17Price target increased to ฿30.40Up from ฿26.71, the current price target is an average from 3 analysts. New target price is 22% above last closing price of ฿24.90. Stock is up 109% over the past year.
Reported Earnings • Aug 18Second quarter 2021 earnings released: EPS ฿0.26 (vs ฿0.062 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: ฿6.37b (up 38% from 2Q 2020). Net income: ฿601.3m (up 311% from 2Q 2020). Profit margin: 9.4% (up from 3.2% in 2Q 2020). The increase in margin was driven by higher revenue.
Price Target Changed • Jul 05Price target increased to ฿31.00Up from ฿27.25, the current price target is an average from 2 analysts. New target price is 6.9% above last closing price of ฿29.00. Stock is up 162% over the past year.
Valuation Update With 7 Day Price Move • Jul 05Investor sentiment improved over the past weekAfter last week's 16% share price gain to ฿29.00, the stock trades at a forward P/E ratio of 36x. Average forward P/E is 27x in the Specialty Retail industry in Thailand. Total returns to shareholders of 162% over the past year.
Major Estimate Revision • May 18Consensus EPS estimates increase to ฿0.74The consensus outlook for earnings per share (EPS) in 2021 has improved. 2021 revenue forecast increased from ฿22.8b to ฿23.3b. EPS estimate increased from ฿0.50 to ฿0.74 per share. Net income forecast to grow 57% next year vs 26% growth forecast for Specialty Retail industry in Thailand. Consensus price target up from ฿16.87 to ฿27.25. Share price was steady at ฿25.00 over the past week.
Reported Earnings • May 13First quarter 2021 earnings releasedThe company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: ฿6.13b (up 34% from 1Q 2020). Net income: ฿543.2m (up 206% from 1Q 2020). Profit margin: 8.9% (up from 3.9% in 1Q 2020). The increase in margin was driven by higher revenue.
Valuation Update With 7 Day Price Move • Apr 19Investor sentiment improved over the past weekAfter last week's 18% share price gain to ฿24.50, the stock trades at a forward P/E ratio of 49x. Average forward P/E is 29x in the Specialty Retail industry in Thailand. Total returns to shareholders of 274% over the past year.
Major Estimate Revision • Mar 31Consensus EPS estimates increase to ฿0.50The consensus outlook for earnings per share (EPS) in 2021 has improved. 2021 revenue forecast increased from ฿22.3b to ฿22.8b. EPS estimate increased from ฿0.44 to ฿0.50 per share. Net income forecast to grow 53% next year vs 33% growth forecast for Specialty Retail industry in Thailand. Consensus price target up from ฿14.86 to ฿16.87. Share price rose 7.0% to ฿20.00 over the past week.
Price Target Changed • Mar 30Price target increased to ฿16.87Up from ฿14.80, the current price target is an average from 2 analysts. New target price is 16% below last closing price of ฿20.00. Stock is up 361% over the past year.
Price Target Changed • Dec 15Price target raised to ฿14.50Up from ฿10.80, the current price target is an average from 2 analysts. The new target price is 11% above the current share price of ฿13.10. As of last close, the stock is up 65% over the past year.
Analyst Estimate Surprise Post Earnings • Nov 13Revenue and earnings beat expectationsRevenue exceeded analyst estimates by 0.8%. Earnings per share (EPS) also surpassed analyst estimates by 4.6%. Over the next year, revenue is forecast to grow 16%, compared to a 4.6% growth forecast for the Specialty Retail industry in Thailand.
Reported Earnings • Nov 13Third quarter 2020 earnings released: EPS ฿0.087The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: ฿4.75b (up 15% from 3Q 2019). Net income: ฿187.6m (up 40% from 3Q 2019). Profit margin: 4.0% (up from 3.3% in 3Q 2019). The increase in margin was driven by higher revenue.
Major Estimate Revision • Nov 10Analysts update estimatesThe 2020 consensus revenue estimate was lowered from ฿19.7b to ฿19.3b. Earnings per share (EPS) increased from ฿0.31 to ฿0.35 for the same period. Net income is expected to grow by 38% next year compared to 15% growth forecast for the Specialty Retail industry in Thailand. The consensus price target increased from ฿10.80 to ฿11.25. Share price is down by 13% to ฿12.90 over the past week.
Is New 90 Day High Low • Sep 24New 90-day high: ฿14.50The company is up 41% from its price of ฿10.30 on 25 June 2020. The Thai market is down 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Specialty Retail industry, which is up 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ฿0.43 per share.