View ValuationMoshi Moshi Retail Corporation 将来の成長Future 基準チェック /46Moshi Moshi Retail利益と収益がそれぞれ年間13.9%と14.3%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に27.7% 13.8%なると予測されています。主要情報13.9%収益成長率13.81%EPS成長率Specialty Retail 収益成長9.6%収益成長率14.3%将来の株主資本利益率27.75%アナリストカバレッジGood最終更新日21 May 2026今後の成長に関する最新情報Price Target Changed • Apr 09Price target decreased by 7.1% to ฿52.67Down from ฿56.67, the current price target is an average from 6 analysts. New target price is 45% above last closing price of ฿36.25. Stock is down 34% over the past year. The company is forecast to post earnings per share of ฿1.86 for next year compared to ฿1.58 last year.Price Target Changed • Aug 30Price target decreased by 8.6% to ฿59.75Down from ฿65.35, the current price target is an average from 4 analysts. New target price is 55% above last closing price of ฿38.50. Stock is down 33% over the past year. The company is forecast to post earnings per share of ฿1.47 for next year compared to ฿1.22 last year.すべての更新を表示Recent updatesReported Earnings • May 16First quarter 2026 earnings: EPS misses analyst expectationsFirst quarter 2026 results: EPS: ฿0.58 (up from ฿0.47 in 1Q 2025). Revenue: ฿988.3m (up 18% from 1Q 2025). Net income: ฿191.0m (up 22% from 1Q 2025). Profit margin: 19% (in line with 1Q 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 3.3%. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Specialty Retail industry in Thailand. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.Upcoming Dividend • Apr 22Upcoming dividend of ฿1.22 per shareEligible shareholders must have bought the stock before 29 April 2026. Payment date: 22 May 2026. Payout ratio is a comfortable 60% and this is well supported by cash flows. Trailing yield: 3.5%. Lower than top quartile of Thai dividend payers (7.4%). Lower than average of industry peers (4.6%).Reported Earnings • Feb 25Full year 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2025 results: EPS: ฿2.03 (up from ฿1.58 in FY 2024). Revenue: ฿3.66b (up 18% from FY 2024). Net income: ฿670.2m (up 29% from FY 2024). Profit margin: 18% (up from 17% in FY 2024). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.2%. Earnings per share (EPS) exceeded analyst estimates by 5.2%. Revenue is forecast to grow 16% 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 23% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.お知らせ • Feb 24+ 1 more updateMoshi Moshi Retail Corporation Public Company Limited announces Annual dividend, payable on May 22, 2026Moshi Moshi Retail Corporation Public Company Limited announced Annual dividend of THB 1.2200 per share payable on May 22, 2026, ex-date on April 29, 2026 and record date on April 30, 2026.Buy Or Sell Opportunity • Feb 21Now 21% undervaluedOver the last 90 days, the stock has risen 17% to ฿39.00. The fair value is estimated to be ฿49.27, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 22% over the last 3 years. Earnings per share has grown by 24%. Revenue is forecast to grow by 40% in 2 years. Earnings are forecast to grow by 34% in the next 2 years.Buy Or Sell Opportunity • Jan 30Now 21% undervaluedOver the last 90 days, the stock has risen 1.5% to ฿34.75. The fair value is estimated to be ฿43.92, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 22% over the last 3 years. Earnings per share has grown by 24%. Revenue is forecast to grow by 40% in 2 years. Earnings are forecast to grow by 34% in the next 2 years.Buy Or Sell Opportunity • Jan 12Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 6.2% to ฿34.00. The fair value is estimated to be ฿42.84, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 22% over the last 3 years. Earnings per share has grown by 24%. Revenue is forecast to grow by 39% in 2 years. Earnings are forecast to grow by 31% in the next 2 years.Reported Earnings • Nov 15Third quarter 2025 earnings released: EPS: ฿0.42 (vs ฿0.33 in 3Q 2024)Third quarter 2025 results: EPS: ฿0.42 (up from ฿0.33 in 3Q 2024). Revenue: ฿849.6m (up 16% from 3Q 2024). Net income: ฿137.2m (up 27% from 3Q 2024). Profit margin: 16% (up from 15% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Specialty Retail industry in Thailand.Buy Or Sell Opportunity • Oct 23Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 15% to ฿35.25. The fair value is estimated to be ฿44.28, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 25% over the last 3 years. Earnings per share has grown by 27%. Revenue is forecast to grow by 39% in 2 years. Earnings are forecast to grow by 35% in the next 2 years.Reported Earnings • Aug 14Second quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2025 results: EPS: ฿0.41 (up from ฿0.25 in 2Q 2024). Revenue: ฿819.9m (up 29% from 2Q 2024). Net income: ฿134.4m (up 66% from 2Q 2024). Profit margin: 16% (up from 13% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.9%. Earnings per share (EPS) exceeded analyst estimates by 4.8%. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Specialty Retail industry in Thailand.Buy Or Sell Opportunity • Jun 26Now 22% undervaluedOver the last 90 days, the stock has risen 5.9% to ฿40.25. The fair value is estimated to be ฿51.54, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 27% over the last 3 years. Earnings per share has grown by 32%. Revenue is forecast to grow by 42% in 2 years. Earnings are forecast to grow by 43% in the next 2 years.Buy Or Sell Opportunity • Jun 12Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 1.8% to ฿40.75. The fair value is estimated to be ฿51.18, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 27% over the last 3 years. Earnings per share has grown by 32%. Revenue is forecast to grow by 41% in 2 years. Earnings are forecast to grow by 42% in the next 2 years.Reported Earnings • May 10First quarter 2025 earnings: EPS exceeds analyst expectationsFirst quarter 2025 results: EPS: ฿0.47 (up from ฿0.38 in 1Q 2024). Revenue: ฿843.2m (up 22% from 1Q 2024). Net income: ฿156.0m (up 24% from 1Q 2024). Profit margin: 19% (in line with 1Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.6%. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Specialty Retail industry in Thailand.お知らせ • Apr 25Moshi Moshi Retail Corporation Public Company Limited Announces Annual Dividend for Period Ended 31 December 2024, Payable on May 23, 2025Moshi Moshi Retail Corporation Public Company Limited at its AGM held on April 24, 2025 approved dividends for operating results ended 31 December 2024, shall be paid to the shareholders at a rate of THB 0.80 per share, amounting to THB 263,999,963.20. The Record Date for determining the shareholders eligible for dividend was set on 2 May 2025. The payment cash dividends shall be made on 23 May 2025.Upcoming Dividend • Apr 23Upcoming dividend of ฿0.80 per shareEligible shareholders must have bought the stock before 30 April 2025. Payment date: 23 May 2025. Payout ratio is a comfortable 51% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of Thai dividend payers (8.1%). Lower than average of industry peers (3.7%).Valuation Update With 7 Day Price Move • Apr 18Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ฿43.00, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 13x in the Specialty Retail industry in Thailand. Total loss to shareholders of 17% over the past year. Simply Wall St's valuation model estimates the intrinsic value at ฿47.43 per share.Buy Or Sell Opportunity • Apr 11Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 12% to ฿37.00. The fair value is estimated to be ฿47.10, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 29% over the last 3 years. Earnings per share has grown by 35%. For the next 3 years, revenue is forecast to grow by 16% per annum. Earnings are also forecast to grow by 17% per annum over the same time period.Price Target Changed • Apr 09Price target decreased by 7.1% to ฿52.67Down from ฿56.67, the current price target is an average from 6 analysts. New target price is 45% above last closing price of ฿36.25. Stock is down 34% over the past year. The company is forecast to post earnings per share of ฿1.86 for next year compared to ฿1.58 last year.Reported Earnings • Feb 25Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: ฿1.58 (up from ฿1.22 in FY 2023). Revenue: ฿3.13b (up 24% from FY 2023). Net income: ฿520.7m (up 30% from FY 2023). Profit margin: 17% (in line with FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 4.1%. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Specialty Retail industry in Thailand.お知らせ • Feb 25Moshi Moshi Retail Corporation Public Company Limited Proposes Cash Distribution for the Operating Period from January 1, 2024 to December 31, 2024, Payable on 23 May, 2025Moshi Moshi Retail Corporation Public Company Limited announced that board of directors meeting resolved to propose the 2025 Annual General Meeting of Shareholders to consider and approve the allocation of profits from the 2024 operating results as cash dividend which will be paid at the rate of THB 0.80 per share totaling THB 263,999,963.20 for the Operating period from January 1, 2024 to December 31, 2024. The record date for specifying the list of shareholders who are entitled to receive all dividend on 2 May,2025 and the dividend payment date will be made on 23 May,2025 however the right to receive annual dividend is undecided until approval by the 2025 Annual General Meeting of Shareholders.お知らせ • Feb 24Moshi Moshi Retail Corporation Public Company Limited, Annual General Meeting, Apr 24, 2025Moshi Moshi Retail Corporation Public Company Limited, Annual General Meeting, Apr 24, 2025, at 14:00 SE Asia Standard Time.Reported Earnings • Nov 17Third quarter 2024 earnings: EPS in line with analyst expectations despite revenue beatThird quarter 2024 results: EPS: ฿0.33 (up from ฿0.25 in 3Q 2023). Revenue: ฿739.7m (up 26% from 3Q 2023). Net income: ฿108.1m (up 33% from 3Q 2023). Profit margin: 15% (in line with 3Q 2023). Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Specialty Retail industry in Thailand.Buy Or Sell Opportunity • Nov 04Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 1.1% to ฿46.50. The fair value is estimated to be ฿37.90, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last year. Earnings per share has grown by 12%. Revenue is forecast to grow by 43% in 2 years. Earnings are forecast to grow by 51% in the next 2 years.Price Target Changed • Aug 30Price target decreased by 8.6% to ฿59.75Down from ฿65.35, the current price target is an average from 4 analysts. New target price is 55% above last closing price of ฿38.50. Stock is down 33% over the past year. The company is forecast to post earnings per share of ฿1.47 for next year compared to ฿1.22 last year.Reported Earnings • Aug 10Second quarter 2024 earnings: EPS exceeds analyst expectationsSecond quarter 2024 results: EPS: ฿0.25 (down from ฿0.25 in 2Q 2023). Revenue: ฿641.0m (up 8.2% from 2Q 2023). Net income: ฿81.2m (down 1.9% from 2Q 2023). Profit margin: 13% (down from 14% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.3%. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Specialty Retail industry in Thailand.Reported Earnings • May 14First quarter 2024 earnings released: EPS: ฿0.38 (vs ฿0.26 in 1Q 2023)First quarter 2024 results: EPS: ฿0.38 (up from ฿0.26 in 1Q 2023). Revenue: ฿695.8m (up 24% from 1Q 2023). Net income: ฿125.4m (up 46% from 1Q 2023). Profit margin: 18% (up from 15% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Specialty Retail industry in Thailand.お知らせ • Apr 27Moshi Moshi Retail Corporation Public Company Limited Approves Dividend for Operating Results Ended December 31, 2023, Payable on 24 May 2024Moshi Moshi Retail Corporation Public Company Limited at its AGM held on April 25, 2024, approved that Dividends for operating results ended December 31, 2023,shall be paid to the shareholders at a rate of THB 0.60 per share, amounting to THB 197,999,972.40. The Record Date for determining the shareholders eligible for dividend was set on 3 May 2024. The paymentof stock and cash dividends shall be made on 24 May 2024.Upcoming Dividend • Apr 25Upcoming dividend of ฿0.60 per shareEligible shareholders must have bought the stock before 02 May 2024. Payment date: 24 May 2024. Payout ratio is a comfortable 49% and this is well supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of Thai dividend payers (6.0%). Lower than average of industry peers (2.8%).Declared Dividend • Feb 24Dividend increased to ฿0.60Dividend of ฿0.60 is 500% higher than last year. Ex-date: 2nd May 2024 Payment date: 24th May 2024 Dividend yield will be 1.1%, which is lower than the industry average of 2.5%. Payout Ratios Payout ratio: 8%. Cash payout ratio: 5%.お知らせ • Feb 23+ 1 more updateMoshi Moshi Retail Corporation Public Company Limited, Annual General Meeting, Apr 25, 2024Moshi Moshi Retail Corporation Public Company Limited, Annual General Meeting, Apr 25, 2024, at 10:00 SE Asia Standard Time. Agenda: To consider to acknowledge the Company's operating results for the year 2023;to consider and approve the Financial Statements for the year ended December 31,2023;to consider and approve the allocation of net profit as legal reserve and the dividend payment for the Company's performance of year 2023;to consider and approve the appointment of auditors and the audit remuneration for the year 2024;to consider and elect the Company's directors to replace those who retired by Rotation;to consider and approve the remuneration of the Company's directors and sub-committees members for the year 2024; and to consider Other matters.Reported Earnings • Feb 23Full year 2023 earnings released: EPS: ฿1.22 (vs ฿0.95 in FY 2022)Full year 2023 results: EPS: ฿1.22 (up from ฿0.95 in FY 2022). Revenue: ฿2.54b (up 35% from FY 2022). Net income: ฿401.5m (up 59% from FY 2022). Profit margin: 16% (up from 13% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 22% p.a. on average during the next 2 years, compared to a 5.7% growth forecast for the Specialty Retail industry in Thailand.Buy Or Sell Opportunity • Jan 23Now 21% undervaluedOver the last 90 days, the stock has risen 2.0% to ฿51.00. The fair value is estimated to be ฿64.63, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 26% over the last 3 years. Earnings per share has declined by 257%. Revenue is forecast to grow by 57% in 2 years. Earnings are forecast to grow by 69% in the next 2 years.Buying Opportunity • Jan 16Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 2.8%. The fair value is estimated to be ฿64.86, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 26% over the last 3 years. Earnings per share has declined by 257%. Revenue is forecast to grow by 57% in 2 years. Earnings is forecast to grow by 69% in the next 2 years.Reported Earnings • Nov 14Third quarter 2023 earnings: EPS misses analyst expectationsThird quarter 2023 results: EPS: ฿0.25 (up from ฿0.18 in 3Q 2022). Revenue: ฿588.7m (up 28% from 3Q 2022). Net income: ฿81.4m (up 73% from 3Q 2022). Profit margin: 14% (up from 10% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 3.8%. Revenue is forecast to grow 25% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Specialty Retail industry in Thailand.お知らせ • Nov 11Moshi Moshi Retail Corporation Public Company Limited Appoints Miss Chatcharee Chaloemsup as Company SecretaryMoshi Moshi Retail Corporation Public Company Limited informed the resolution of the Company's Board of Directors Meeting No. 8/2023 held on November 10, 2023 on the appointment of Miss Chatcharee Chaloemsup as the Company Secretary, which will be effective from November 10, 2023 onwards.お知らせ • Sep 20Moshi Moshi Retail Corporation Public Company Limited Announces Resignation of Saowanee Radthai as Accounting & Finance Assistant ViceMoshi Moshi Retail Corporation Public Company Limited announced resignation of Saowanee Radthai as Accounting & Finance Assistant Vice. Effective Date of Termination: September 15, 2023.お知らせ • Aug 02Moshi Moshi Retail Corporation Public Company Limited Announces the Resignation of Yuphaphan Phuanghuaphet as Company SecretaryMoshi Moshi Retail Corporation Public Company Limited informed that Miss Yuphaphan Phuanghuaphet has resigned from the position of the Company Secretary, effective from 15 July 2023 onward.New Risk • Jul 14New major risk - Financial data availabilityThe company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. Currently, the following risks have been identified for the company: Major Risk No financial data reported. Minor Risk Share price has been volatile over the past 3 months (6.9% average weekly change).業績と収益の成長予測SET:MOSHI - アナリストの将来予測と過去の財務データ ( )THB Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/20285,6861,0271,1571,5301012/31/20275,0018989761,3481112/31/20264,3657727381,187103/31/20263,8097059221,121N/A12/31/20253,6646709161,142N/A9/30/20253,5466348121,038N/A6/30/20253,437605712925N/A3/31/20253,258551571767N/A12/31/20243,111521509688N/A9/30/20242,854469579717N/A6/30/20242,703444655776N/A3/31/20242,659447760867N/A12/31/20232,530408632719N/A9/30/20232,381373558630N/A6/30/20232,254337555613N/A3/31/20232,090311487541N/A12/31/20221,890253506555N/A9/30/20221,722220483534N/A6/30/20221,434172374418N/A3/31/20221,266123308344N/A12/31/20211,256131327363N/A12/31/20201,363101-156331N/A12/31/20191,702311N/A368N/A12/31/20181,285108N/A127N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: MOSHIの予測収益成長率 (年間13.9% ) は 貯蓄率 ( 2.2% ) を上回っています。収益対市場: MOSHIの収益 ( 13.9% ) はTH市場 ( 10.3% ) よりも速いペースで成長すると予測されています。高成長収益: MOSHIの収益は増加すると予測されていますが、大幅には増加しません。収益対市場: MOSHIの収益 ( 14.3% ) TH市場 ( 9.6% ) よりも速いペースで成長すると予測されています。高い収益成長: MOSHIの収益 ( 14.3% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: MOSHIの 自己資本利益率 は、3年後には高くなると予測されています ( 27.7 %)成長企業の発掘7D1Y7D1Y7D1YRetail 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/21 22:31終値2026/05/21 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Moshi Moshi Retail Corporation 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。14 アナリスト機関Nuttapon KanwanphonBualuang Securities PCLChaiyatorn SricharoenCGS InternationalWill ChuCGS International11 その他のアナリストを表示
Price Target Changed • Apr 09Price target decreased by 7.1% to ฿52.67Down from ฿56.67, the current price target is an average from 6 analysts. New target price is 45% above last closing price of ฿36.25. Stock is down 34% over the past year. The company is forecast to post earnings per share of ฿1.86 for next year compared to ฿1.58 last year.
Price Target Changed • Aug 30Price target decreased by 8.6% to ฿59.75Down from ฿65.35, the current price target is an average from 4 analysts. New target price is 55% above last closing price of ฿38.50. Stock is down 33% over the past year. The company is forecast to post earnings per share of ฿1.47 for next year compared to ฿1.22 last year.
Reported Earnings • May 16First quarter 2026 earnings: EPS misses analyst expectationsFirst quarter 2026 results: EPS: ฿0.58 (up from ฿0.47 in 1Q 2025). Revenue: ฿988.3m (up 18% from 1Q 2025). Net income: ฿191.0m (up 22% from 1Q 2025). Profit margin: 19% (in line with 1Q 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 3.3%. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Specialty Retail industry in Thailand. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Apr 22Upcoming dividend of ฿1.22 per shareEligible shareholders must have bought the stock before 29 April 2026. Payment date: 22 May 2026. Payout ratio is a comfortable 60% and this is well supported by cash flows. Trailing yield: 3.5%. Lower than top quartile of Thai dividend payers (7.4%). Lower than average of industry peers (4.6%).
Reported Earnings • Feb 25Full year 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2025 results: EPS: ฿2.03 (up from ฿1.58 in FY 2024). Revenue: ฿3.66b (up 18% from FY 2024). Net income: ฿670.2m (up 29% from FY 2024). Profit margin: 18% (up from 17% in FY 2024). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.2%. Earnings per share (EPS) exceeded analyst estimates by 5.2%. Revenue is forecast to grow 16% 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 23% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
お知らせ • Feb 24+ 1 more updateMoshi Moshi Retail Corporation Public Company Limited announces Annual dividend, payable on May 22, 2026Moshi Moshi Retail Corporation Public Company Limited announced Annual dividend of THB 1.2200 per share payable on May 22, 2026, ex-date on April 29, 2026 and record date on April 30, 2026.
Buy Or Sell Opportunity • Feb 21Now 21% undervaluedOver the last 90 days, the stock has risen 17% to ฿39.00. The fair value is estimated to be ฿49.27, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 22% over the last 3 years. Earnings per share has grown by 24%. Revenue is forecast to grow by 40% in 2 years. Earnings are forecast to grow by 34% in the next 2 years.
Buy Or Sell Opportunity • Jan 30Now 21% undervaluedOver the last 90 days, the stock has risen 1.5% to ฿34.75. The fair value is estimated to be ฿43.92, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 22% over the last 3 years. Earnings per share has grown by 24%. Revenue is forecast to grow by 40% in 2 years. Earnings are forecast to grow by 34% in the next 2 years.
Buy Or Sell Opportunity • Jan 12Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 6.2% to ฿34.00. The fair value is estimated to be ฿42.84, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 22% over the last 3 years. Earnings per share has grown by 24%. Revenue is forecast to grow by 39% in 2 years. Earnings are forecast to grow by 31% in the next 2 years.
Reported Earnings • Nov 15Third quarter 2025 earnings released: EPS: ฿0.42 (vs ฿0.33 in 3Q 2024)Third quarter 2025 results: EPS: ฿0.42 (up from ฿0.33 in 3Q 2024). Revenue: ฿849.6m (up 16% from 3Q 2024). Net income: ฿137.2m (up 27% from 3Q 2024). Profit margin: 16% (up from 15% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Specialty Retail industry in Thailand.
Buy Or Sell Opportunity • Oct 23Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 15% to ฿35.25. The fair value is estimated to be ฿44.28, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 25% over the last 3 years. Earnings per share has grown by 27%. Revenue is forecast to grow by 39% in 2 years. Earnings are forecast to grow by 35% in the next 2 years.
Reported Earnings • Aug 14Second quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2025 results: EPS: ฿0.41 (up from ฿0.25 in 2Q 2024). Revenue: ฿819.9m (up 29% from 2Q 2024). Net income: ฿134.4m (up 66% from 2Q 2024). Profit margin: 16% (up from 13% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.9%. Earnings per share (EPS) exceeded analyst estimates by 4.8%. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Specialty Retail industry in Thailand.
Buy Or Sell Opportunity • Jun 26Now 22% undervaluedOver the last 90 days, the stock has risen 5.9% to ฿40.25. The fair value is estimated to be ฿51.54, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 27% over the last 3 years. Earnings per share has grown by 32%. Revenue is forecast to grow by 42% in 2 years. Earnings are forecast to grow by 43% in the next 2 years.
Buy Or Sell Opportunity • Jun 12Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 1.8% to ฿40.75. The fair value is estimated to be ฿51.18, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 27% over the last 3 years. Earnings per share has grown by 32%. Revenue is forecast to grow by 41% in 2 years. Earnings are forecast to grow by 42% in the next 2 years.
Reported Earnings • May 10First quarter 2025 earnings: EPS exceeds analyst expectationsFirst quarter 2025 results: EPS: ฿0.47 (up from ฿0.38 in 1Q 2024). Revenue: ฿843.2m (up 22% from 1Q 2024). Net income: ฿156.0m (up 24% from 1Q 2024). Profit margin: 19% (in line with 1Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.6%. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Specialty Retail industry in Thailand.
お知らせ • Apr 25Moshi Moshi Retail Corporation Public Company Limited Announces Annual Dividend for Period Ended 31 December 2024, Payable on May 23, 2025Moshi Moshi Retail Corporation Public Company Limited at its AGM held on April 24, 2025 approved dividends for operating results ended 31 December 2024, shall be paid to the shareholders at a rate of THB 0.80 per share, amounting to THB 263,999,963.20. The Record Date for determining the shareholders eligible for dividend was set on 2 May 2025. The payment cash dividends shall be made on 23 May 2025.
Upcoming Dividend • Apr 23Upcoming dividend of ฿0.80 per shareEligible shareholders must have bought the stock before 30 April 2025. Payment date: 23 May 2025. Payout ratio is a comfortable 51% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of Thai dividend payers (8.1%). Lower than average of industry peers (3.7%).
Valuation Update With 7 Day Price Move • Apr 18Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ฿43.00, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 13x in the Specialty Retail industry in Thailand. Total loss to shareholders of 17% over the past year. Simply Wall St's valuation model estimates the intrinsic value at ฿47.43 per share.
Buy Or Sell Opportunity • Apr 11Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 12% to ฿37.00. The fair value is estimated to be ฿47.10, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 29% over the last 3 years. Earnings per share has grown by 35%. For the next 3 years, revenue is forecast to grow by 16% per annum. Earnings are also forecast to grow by 17% per annum over the same time period.
Price Target Changed • Apr 09Price target decreased by 7.1% to ฿52.67Down from ฿56.67, the current price target is an average from 6 analysts. New target price is 45% above last closing price of ฿36.25. Stock is down 34% over the past year. The company is forecast to post earnings per share of ฿1.86 for next year compared to ฿1.58 last year.
Reported Earnings • Feb 25Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: ฿1.58 (up from ฿1.22 in FY 2023). Revenue: ฿3.13b (up 24% from FY 2023). Net income: ฿520.7m (up 30% from FY 2023). Profit margin: 17% (in line with FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 4.1%. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Specialty Retail industry in Thailand.
お知らせ • Feb 25Moshi Moshi Retail Corporation Public Company Limited Proposes Cash Distribution for the Operating Period from January 1, 2024 to December 31, 2024, Payable on 23 May, 2025Moshi Moshi Retail Corporation Public Company Limited announced that board of directors meeting resolved to propose the 2025 Annual General Meeting of Shareholders to consider and approve the allocation of profits from the 2024 operating results as cash dividend which will be paid at the rate of THB 0.80 per share totaling THB 263,999,963.20 for the Operating period from January 1, 2024 to December 31, 2024. The record date for specifying the list of shareholders who are entitled to receive all dividend on 2 May,2025 and the dividend payment date will be made on 23 May,2025 however the right to receive annual dividend is undecided until approval by the 2025 Annual General Meeting of Shareholders.
お知らせ • Feb 24Moshi Moshi Retail Corporation Public Company Limited, Annual General Meeting, Apr 24, 2025Moshi Moshi Retail Corporation Public Company Limited, Annual General Meeting, Apr 24, 2025, at 14:00 SE Asia Standard Time.
Reported Earnings • Nov 17Third quarter 2024 earnings: EPS in line with analyst expectations despite revenue beatThird quarter 2024 results: EPS: ฿0.33 (up from ฿0.25 in 3Q 2023). Revenue: ฿739.7m (up 26% from 3Q 2023). Net income: ฿108.1m (up 33% from 3Q 2023). Profit margin: 15% (in line with 3Q 2023). Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Specialty Retail industry in Thailand.
Buy Or Sell Opportunity • Nov 04Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 1.1% to ฿46.50. The fair value is estimated to be ฿37.90, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last year. Earnings per share has grown by 12%. Revenue is forecast to grow by 43% in 2 years. Earnings are forecast to grow by 51% in the next 2 years.
Price Target Changed • Aug 30Price target decreased by 8.6% to ฿59.75Down from ฿65.35, the current price target is an average from 4 analysts. New target price is 55% above last closing price of ฿38.50. Stock is down 33% over the past year. The company is forecast to post earnings per share of ฿1.47 for next year compared to ฿1.22 last year.
Reported Earnings • Aug 10Second quarter 2024 earnings: EPS exceeds analyst expectationsSecond quarter 2024 results: EPS: ฿0.25 (down from ฿0.25 in 2Q 2023). Revenue: ฿641.0m (up 8.2% from 2Q 2023). Net income: ฿81.2m (down 1.9% from 2Q 2023). Profit margin: 13% (down from 14% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.3%. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Specialty Retail industry in Thailand.
Reported Earnings • May 14First quarter 2024 earnings released: EPS: ฿0.38 (vs ฿0.26 in 1Q 2023)First quarter 2024 results: EPS: ฿0.38 (up from ฿0.26 in 1Q 2023). Revenue: ฿695.8m (up 24% from 1Q 2023). Net income: ฿125.4m (up 46% from 1Q 2023). Profit margin: 18% (up from 15% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Specialty Retail industry in Thailand.
お知らせ • Apr 27Moshi Moshi Retail Corporation Public Company Limited Approves Dividend for Operating Results Ended December 31, 2023, Payable on 24 May 2024Moshi Moshi Retail Corporation Public Company Limited at its AGM held on April 25, 2024, approved that Dividends for operating results ended December 31, 2023,shall be paid to the shareholders at a rate of THB 0.60 per share, amounting to THB 197,999,972.40. The Record Date for determining the shareholders eligible for dividend was set on 3 May 2024. The paymentof stock and cash dividends shall be made on 24 May 2024.
Upcoming Dividend • Apr 25Upcoming dividend of ฿0.60 per shareEligible shareholders must have bought the stock before 02 May 2024. Payment date: 24 May 2024. Payout ratio is a comfortable 49% and this is well supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of Thai dividend payers (6.0%). Lower than average of industry peers (2.8%).
Declared Dividend • Feb 24Dividend increased to ฿0.60Dividend of ฿0.60 is 500% higher than last year. Ex-date: 2nd May 2024 Payment date: 24th May 2024 Dividend yield will be 1.1%, which is lower than the industry average of 2.5%. Payout Ratios Payout ratio: 8%. Cash payout ratio: 5%.
お知らせ • Feb 23+ 1 more updateMoshi Moshi Retail Corporation Public Company Limited, Annual General Meeting, Apr 25, 2024Moshi Moshi Retail Corporation Public Company Limited, Annual General Meeting, Apr 25, 2024, at 10:00 SE Asia Standard Time. Agenda: To consider to acknowledge the Company's operating results for the year 2023;to consider and approve the Financial Statements for the year ended December 31,2023;to consider and approve the allocation of net profit as legal reserve and the dividend payment for the Company's performance of year 2023;to consider and approve the appointment of auditors and the audit remuneration for the year 2024;to consider and elect the Company's directors to replace those who retired by Rotation;to consider and approve the remuneration of the Company's directors and sub-committees members for the year 2024; and to consider Other matters.
Reported Earnings • Feb 23Full year 2023 earnings released: EPS: ฿1.22 (vs ฿0.95 in FY 2022)Full year 2023 results: EPS: ฿1.22 (up from ฿0.95 in FY 2022). Revenue: ฿2.54b (up 35% from FY 2022). Net income: ฿401.5m (up 59% from FY 2022). Profit margin: 16% (up from 13% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 22% p.a. on average during the next 2 years, compared to a 5.7% growth forecast for the Specialty Retail industry in Thailand.
Buy Or Sell Opportunity • Jan 23Now 21% undervaluedOver the last 90 days, the stock has risen 2.0% to ฿51.00. The fair value is estimated to be ฿64.63, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 26% over the last 3 years. Earnings per share has declined by 257%. Revenue is forecast to grow by 57% in 2 years. Earnings are forecast to grow by 69% in the next 2 years.
Buying Opportunity • Jan 16Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 2.8%. The fair value is estimated to be ฿64.86, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 26% over the last 3 years. Earnings per share has declined by 257%. Revenue is forecast to grow by 57% in 2 years. Earnings is forecast to grow by 69% in the next 2 years.
Reported Earnings • Nov 14Third quarter 2023 earnings: EPS misses analyst expectationsThird quarter 2023 results: EPS: ฿0.25 (up from ฿0.18 in 3Q 2022). Revenue: ฿588.7m (up 28% from 3Q 2022). Net income: ฿81.4m (up 73% from 3Q 2022). Profit margin: 14% (up from 10% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 3.8%. Revenue is forecast to grow 25% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Specialty Retail industry in Thailand.
お知らせ • Nov 11Moshi Moshi Retail Corporation Public Company Limited Appoints Miss Chatcharee Chaloemsup as Company SecretaryMoshi Moshi Retail Corporation Public Company Limited informed the resolution of the Company's Board of Directors Meeting No. 8/2023 held on November 10, 2023 on the appointment of Miss Chatcharee Chaloemsup as the Company Secretary, which will be effective from November 10, 2023 onwards.
お知らせ • Sep 20Moshi Moshi Retail Corporation Public Company Limited Announces Resignation of Saowanee Radthai as Accounting & Finance Assistant ViceMoshi Moshi Retail Corporation Public Company Limited announced resignation of Saowanee Radthai as Accounting & Finance Assistant Vice. Effective Date of Termination: September 15, 2023.
お知らせ • Aug 02Moshi Moshi Retail Corporation Public Company Limited Announces the Resignation of Yuphaphan Phuanghuaphet as Company SecretaryMoshi Moshi Retail Corporation Public Company Limited informed that Miss Yuphaphan Phuanghuaphet has resigned from the position of the Company Secretary, effective from 15 July 2023 onward.
New Risk • Jul 14New major risk - Financial data availabilityThe company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. Currently, the following risks have been identified for the company: Major Risk No financial data reported. Minor Risk Share price has been volatile over the past 3 months (6.9% average weekly change).