View ValuationTanachira Retail Corporation 将来の成長Future 基準チェック /06現在、 Tanachira Retailの成長と収益を予測するのに十分なアナリストの調査がありません。主要情報n/a収益成長率n/aEPS成長率Specialty Retail 収益成長9.3%収益成長率n/a将来の株主資本利益率n/aアナリストカバレッジNone最終更新日n/a今後の成長に関する最新情報Major Estimate Revision • Aug 20Consensus EPS estimates fall by 47%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from ฿1.91b to ฿1.89b. EPS estimate also fell from ฿0.47 per share to ฿0.25 per share. Net income forecast to shrink 0.5% next year vs 14% growth forecast for Specialty Retail industry in Thailand . Consensus price target down from ฿4.66 to ฿4.50. Share price fell 13% to ฿4.12 over the past week.Major Estimate Revision • May 28Consensus EPS estimates fall by 18%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from ฿2.02b to ฿1.91b. EPS estimate also fell from ฿0.57 per share to ฿0.47 per share. Net income forecast to grow 32% next year vs 17% growth forecast for Specialty Retail industry in Thailand. Consensus price target down from ฿5.10 to ฿4.66. Share price fell 2.7% to ฿4.36 over the past week.Major Estimate Revision • Mar 07Consensus EPS estimates fall by 17%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from ฿2.07b to ฿2.02b. EPS estimate also fell from ฿0.69 per share to ฿0.57 per share. Net income forecast to grow 31% next year vs 25% growth forecast for Specialty Retail industry in Thailand. Consensus price target down from ฿14.00 to ฿11.55. Share price was steady at ฿4.94 over the past week.Major Estimate Revision • Aug 21Consensus EPS estimates fall by 12%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from ฿0.715 to ฿0.63. Revenue forecast unchanged from ฿1.77b at last update. Net income forecast to grow 28% next year vs 18% growth forecast for Specialty Retail industry in Thailand. Consensus price target down from ฿18.90 to ฿17.50. Share price fell 25% to ฿8.90 over the past week.Major Estimate Revision • May 30Consensus EPS estimates fall by 11%, revenue upgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast increased from ฿1.74b to ฿1.78b. EPS estimate fell from ฿0.81 to ฿0.72 per share. Net income forecast to grow 31% next year vs 18% growth forecast for Specialty Retail industry in Thailand. Consensus price target broadly unchanged at ฿20.83. Share price fell 6.0% to ฿15.70 over the past week.すべての更新を表示Recent updatesNew Risk • May 21New major risk - Revenue and earnings growthEarnings have declined by 4.9% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 4.9% per year over the past 5 years. Minor Risks Dividend is not well covered by earnings (172% payout ratio). Profit margins are more than 30% lower than last year (2.5% net profit margin). Market cap is less than US$100m (฿1.09b market cap, or US$33.4m).お知らせ • May 11Tanachira Retail Corporation Public Company Limited to Report Q1, 2026 Results on May 14, 2026Tanachira Retail Corporation Public Company Limited announced that they will report Q1, 2026 results After-Market on May 14, 2026Upcoming Dividend • Apr 29Upcoming dividend of ฿0.27 per shareEligible shareholders must have bought the stock before 06 May 2026. Payment date: 26 May 2026. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 6.8%. Lower than top quartile of Thai dividend payers (7.5%). Higher than average of industry peers (4.6%).Declared Dividend • Mar 01Dividend reduced to ฿0.27Dividend of ฿0.27 is 18% lower than last year. Ex-date: 6th May 2026 Payment date: 26th May 2026 Dividend yield will be 6.9%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is not covered by earnings (153% earnings payout ratio). However, it is covered by cash flows (89.8% cash payout ratio). The dividend has decreased over the past 26 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to grow by 70% to bring the payout ratio under control. EPS is expected to grow by 72% over the next 2 years, which is sufficient to bring the dividend into a sustainable range.お知らせ • Feb 27Tanachira Retail Corporation Public Company Limited announces Annual dividend, payable on May 26, 2026Tanachira Retail Corporation Public Company Limited announced Annual dividend of THB 0.2700 per share payable on May 26, 2026, ex-date on May 06, 2026 and record date on May 07, 2026.Reported Earnings • Feb 27Full year 2025 earnings released: EPS: ฿0.15 (vs ฿0.43 in FY 2024)Full year 2025 results: EPS: ฿0.15 (down from ฿0.43 in FY 2024). Revenue: ฿1.88b (up 6.1% from FY 2024). Net income: ฿46.2m (down 65% from FY 2024). Profit margin: 2.5% (down from 7.3% in FY 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.8% p.a. on average during the next 2 years, compared to a 5.6% growth forecast for the Specialty Retail industry in Thailand.お知らせ • Feb 26Tanachira Retail Corporation Public Company Limited, Annual General Meeting, Apr 28, 2026Tanachira Retail Corporation Public Company Limited, Annual General Meeting, Apr 28, 2026, at 14:00 SE Asia Standard Time.Reported Earnings • Nov 15Third quarter 2025 earnings released: EPS: ฿0.04 (vs ฿0.09 in 3Q 2024)Third quarter 2025 results: EPS: ฿0.04 (down from ฿0.09 in 3Q 2024). Revenue: ฿454.9m (up 7.7% from 3Q 2024). Net income: ฿13.3m (down 51% from 3Q 2024). Profit margin: 2.9% (down from 6.4% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.6% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Specialty Retail industry in Thailand.Major Estimate Revision • Aug 20Consensus EPS estimates fall by 47%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from ฿1.91b to ฿1.89b. EPS estimate also fell from ฿0.47 per share to ฿0.25 per share. Net income forecast to shrink 0.5% next year vs 14% growth forecast for Specialty Retail industry in Thailand . Consensus price target down from ฿4.66 to ฿4.50. Share price fell 13% to ฿4.12 over the past week.Reported Earnings • Aug 15Second quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2025 results: ฿0.04 loss per share (down from ฿0.064 profit in 2Q 2024). Revenue: ฿421.2m (up 8.0% from 2Q 2024). Net loss: ฿11.1m (down 158% from profit in 2Q 2024). Revenue exceeded analyst estimates by 1.8%. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 9.0% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Specialty Retail industry in Thailand.Major Estimate Revision • May 28Consensus EPS estimates fall by 18%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from ฿2.02b to ฿1.91b. EPS estimate also fell from ฿0.57 per share to ฿0.47 per share. Net income forecast to grow 32% next year vs 17% growth forecast for Specialty Retail industry in Thailand. Consensus price target down from ฿5.10 to ฿4.66. Share price fell 2.7% to ฿4.36 over the past week.Reported Earnings • May 15First quarter 2025 earnings released: EPS: ฿0.13 (vs ฿0.20 in 1Q 2024)First quarter 2025 results: EPS: ฿0.13 (down from ฿0.20 in 1Q 2024). Revenue: ฿485.2m (up 5.0% from 1Q 2024). Net income: ฿38.9m (down 36% from 1Q 2024). Profit margin: 8.0% (down from 13% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 13% p.a. on average during the next 2 years, compared to a 4.4% growth forecast for the Specialty Retail industry in Thailand.Upcoming Dividend • May 01Upcoming dividend of ฿0.33 per shareEligible shareholders must have bought the stock before 08 May 2025. Payment date: 23 May 2025. Payout ratio and cash payout ratio are on the higher end at 76% and 92% respectively. Trailing yield: 6.5%. Lower than top quartile of Thai dividend payers (7.9%). Higher than average of industry peers (3.5%).お知らせ • Apr 30Tanachira Retail Corporation Public Company Limited Approves Dividend for Year 2024, Payable on 23 May 2025Tanachira Retail Corporation Public Company Limited at 2025 Annual General Meeting of Shareholders held on April 30, 2025, passed to approve the allocation of profits as a legal reserve and the dividend payment for the year 2024. The dividend shall be paid from the consolidated net profit at the rate of THB 0.33 per share, totaling approximately THB 100,000,000, which represents a dividend payout ratio of 82.94% of the consolidated net profit. this dividend payment is in accordance with the Company's dividend policy. the record date to determine the shareholders entitled to receive the dividend is 9 May 2025, and the dividend payment shall be made on 23 May 2025.お知らせ • Mar 11Tanachira Retail Corporation Public Company Limited Announces Chief Accountant ChangesTanachira Retail Corporation Public Company Limited announced termination of Mrs. Patcharee Suriyasuttiwong as Chief Accountant (Position of Chief Accountant: General Ledger Manager), effective 10 March 2025 and appointed Miss Supaporn Romphosaiphaisarn as Chief Accountant (Position of Chief Accountant: Financial Controller), Effective Date of Appointment: 11 March 2025.Major Estimate Revision • Mar 07Consensus EPS estimates fall by 17%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from ฿2.07b to ฿2.02b. EPS estimate also fell from ฿0.69 per share to ฿0.57 per share. Net income forecast to grow 31% next year vs 25% growth forecast for Specialty Retail industry in Thailand. Consensus price target down from ฿14.00 to ฿11.55. Share price was steady at ฿4.94 over the past week.お知らせ • Mar 04Tanachira Retail Corporation Public Company Limited (SET:TAN) announces an Equity Buyback for 4,000,000 shares, representing 1.33% for THB 24 million.Tanachira Retail Corporation Public Company Limited (SET:TAN) announces a share repurchase program. Under the program, the company will repurchase up to 4,000,000 shares, representing 1.33% of its issued share capital for THB 24 million. The repurchase price must not exceed 115% of the average closing price of the last 5 business days prior to each repurchase date. The purpose of repurchase program is to ensure the Company's excess liquidity management is conducted for the utmost benefit, to increase the Return on Equity (ROE) ratio and Earnings per Share (EPS) ratio, to assure the investors or shareholders of the Company of its capability to generate future income and profit, as well as to build trustworthiness of the Company's financial position. The plan will expire on September 5, 2025. As of March 22, 2024, the company had 300,000,000 shares in issue.お知らせ • Mar 03+ 2 more updatesTanachira Retail Corporation Public Company Limited Proposes Dividend for the Year Ended December 31, 2024, Payable on May 23, 2025Tanachira Retail Corporation Public Company Limited at its Annual General Meeting of Shareholders to be held on April 30, 2025, proposed dividend payment for the operating results from January 1, 2024, to December 31, 2024, to the Company's shareholders at a rate of THB 0.33 per share, for a total amount of THB 100,000,000, or 82.94% of the net income for the year as per the consolidated financial statements, in accordance with the Company's dividend policy. The record date for the right to receive the dividend will be May 9, 2025, and the dividend payment date will be May 23, 2025, subject to the approval of shareholders at the 2025 Annual General Meeting of Shareholders.Reported Earnings • Mar 02Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: EPS: ฿0.43 (down from ฿0.84 in FY 2023). Revenue: ฿1.77b (up 24% from FY 2023). Net income: ฿130.1m (down 22% from FY 2023). Profit margin: 7.3% (down from 12% in FY 2023). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.5%. Earnings per share (EPS) also missed analyst estimates by 27%. Revenue is forecast to grow 14% p.a. on average during the next 2 years, compared to a 4.8% growth forecast for the Specialty Retail industry in Thailand.Valuation Update With 7 Day Price Move • Feb 06Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to ฿4.46, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 13x in the Specialty Retail industry in Thailand. Total loss to shareholders of 68% over the past year. Simply Wall St's valuation model estimates the intrinsic value at ฿2.11 per share.Valuation Update With 7 Day Price Move • Jan 10Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ฿5.35, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 14x in the Specialty Retail industry in Thailand. Total loss to shareholders of 63% over the past year.Buy Or Sell Opportunity • Dec 02Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.9% to ฿7.65. The fair value is estimated to be ฿9.72, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 35% in 2 years. Earnings are forecast to grow by 77% in the next 2 years.New Risk • Nov 02New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Thai stocks, typically moving 11% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (11% average weekly change). Dividend is not well covered by earnings and cash flows. Payout ratio: 112% Cash payout ratio: 213% Minor Risk Market cap is less than US$100m (฿2.42b market cap, or US$71.0m).Valuation Update With 7 Day Price Move • Sep 05Investor sentiment improves as stock rises 20%After last week's 20% share price gain to ฿8.75, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 18x in the Specialty Retail industry in Thailand. Simply Wall St's valuation model estimates the intrinsic value at ฿9.69 per share.Buy Or Sell Opportunity • Aug 29Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 54% to ฿7.30. The fair value is estimated to be ฿9.43, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last year. Meanwhile, the company has become profitable. Revenue is forecast to grow by 38% in 2 years. Earnings are forecast to grow by 68% in the next 2 years.Major Estimate Revision • Aug 21Consensus EPS estimates fall by 12%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from ฿0.715 to ฿0.63. Revenue forecast unchanged from ฿1.77b at last update. Net income forecast to grow 28% next year vs 18% growth forecast for Specialty Retail industry in Thailand. Consensus price target down from ฿18.90 to ฿17.50. Share price fell 25% to ฿8.90 over the past week.お知らせ • Aug 16Tanachira Retail Corporation Public Company Limited Appoints Siwaporn Leechanavanichpun as CFOTanachira Retail Corporation Public Company Limited announced appointment of Miss Siwaporn Leechanavanichpun as CFO. Position of CFO is Vice President of Finance & Accounting. Effective Date of Appointment is August 16, 2024.Reported Earnings • Aug 16Second quarter 2024 earnings: EPS and revenues miss analyst expectationsSecond quarter 2024 results: EPS: ฿0.06 (down from ฿0.10 in 2Q 2023). Revenue: ฿389.8m (up 26% from 2Q 2023). Net income: ฿19.1m (down 16% from 2Q 2023). Profit margin: 4.9% (down from 7.3% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.3%. Earnings per share (EPS) also missed analyst estimates by 14%. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Specialty Retail industry in Thailand.Valuation Update With 7 Day Price Move • Aug 15Investor sentiment deteriorates as stock falls 30%After last week's 30% share price decline to ฿8.70, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 15x in the Specialty Retail industry in Thailand. Simply Wall St's valuation model estimates the intrinsic value at ฿8.44 per share.New Risk • Jul 23New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: ฿3.45b (US$95.3m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 102% Cash payout ratio: 193% Minor Risk Market cap is less than US$100m (฿3.45b market cap, or US$95.3m).Valuation Update With 7 Day Price Move • Jul 17Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to ฿12.50, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 16x in the Specialty Retail industry in Thailand. Simply Wall St's valuation model estimates the intrinsic value at ฿7.96 per share.お知らせ • Jun 05Tanachira Retail Corporation Public Company Limited Announces the Resignation of Jangpol Chidchanok as Chief Financial OfficerTanachira Retail Corporation Public Company Limited announced the resignation of Jangpol Chidchanok as Chief Financial Officer, effective May 31, 2024.Major Estimate Revision • May 30Consensus EPS estimates fall by 11%, revenue upgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast increased from ฿1.74b to ฿1.78b. EPS estimate fell from ฿0.81 to ฿0.72 per share. Net income forecast to grow 31% next year vs 18% growth forecast for Specialty Retail industry in Thailand. Consensus price target broadly unchanged at ฿20.83. Share price fell 6.0% to ฿15.70 over the past week.New Risk • May 27New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. Payout ratio: 102% Cash payout ratio: 193% Dividend yield: 4.2% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.Buy Or Sell Opportunity • May 13Now 25% overvalued after recent price riseOver the last 90 days, the stock has risen 19% to ฿16.70. The fair value is estimated to be ฿13.39, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 44%. For the next 3 years, revenue is forecast to grow by 13% per annum. Earnings are also forecast to grow by 24% per annum over the same time period.お知らせ • May 01Tanachira Retail Corporation Public Company Limited Approves Final Dividend for the Year 2023, Payable on May 9, 2024Tanachira Retail Corporation Public Company Limited at its AGM held on April 30, 2024, approved the dividend payment for the year 2023 at THB 0.70 per share, totaling THB 210,000,000 of which THB 0.50 per share was paid as an interim dividend on 7 December 2023. The final dividend of THB 0.20 per share, totaling THB 60,000,000 shall be payable to the shareholders who are listed on the record date 22 March 2024, and the payment will be made on May 9, 2024.Upcoming Dividend • Mar 14Upcoming dividend of ฿0.20 per shareEligible shareholders must have bought the stock before 21 March 2024. Payment date: 09 May 2024. Payout ratio is on the higher end at 83%, and the cash payout ratio is above 100%. Trailing yield: 4.4%. Lower than top quartile of Thai dividend payers (5.8%). Higher than average of industry peers (2.7%).お知らせ • Feb 25Tanachira Retail Corporation Public Company Limited, Annual General Meeting, Apr 30, 2024Tanachira Retail Corporation Public Company Limited, Annual General Meeting, Apr 30, 2024, at 14:00 SE Asia Standard Time. Agenda: To consider adopting the Minutes of the 2023 Annual General Meeting of Shareholders; to acknowledge the Company's 2023 operating results; to consider and approve the Company's financial statement for the fiscal year ended December 31, 2023 audited by the certified public accountant; to consider and approve the dividend payment and the allocation of profit as legal reserve from the Company's 2023 operating results and acknowledge an interim dividend payment; to consider and approve the appointment of directors who are retired by rotation; to consider and approve the director remuneration for the year 2024; to consider and approve the appointment of auditor(s) and audit fee for the year 2024; and to consider other matter (if any).Reported Earnings • Feb 24Full year 2023 earnings: Revenues miss analyst expectationsFull year 2023 results: Revenue: ฿1.43b (up 11% from FY 2022). Net income: ฿166.8m (up 33% from FY 2022). Profit margin: 12% (up from 9.7% in FY 2022). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 4.1%. Revenue is forecast to grow 15% p.a. on average during the next 2 years, compared to a 5.7% growth forecast for the Specialty Retail industry in Thailand.お知らせ • Feb 24+ 1 more updateTanachira Retail Corporation Public Company Limited Proposes Interim Cash Dividend for the Period January 1, 2023 to December 31, 2023, Payable on May 9, 2024Tanachira Retail Corporation Public Company Limited informed the significant resolutions on the Meeting of the Board of Directors No.1/2024 dated February 23, 2024 as follows: To submit for approval of the dividend payment for the operating results from January 1, 2023 to December 31, 2023 to the Company's shareholders at the rate of THB 0.20 per share for a total amount of THB 60,000,000, or 37.86% of net income for the year on consolidated financial statement in accordance with the Company's dividend payment policy. The record date is March 22, 2024 and the dividend payment date is May 9, 2024 subject to the shareholders' approval to be obtained from the 2024 Annual General Meeting of Shareholders.Buy Or Sell Opportunity • Feb 23Now 24% overvaluedOver the last 90 days, the stock has fallen 15% to ฿14.10. The fair value is estimated to be ฿11.34, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has grown by 55%. Revenue is forecast to grow by 34% in 2 years. Earnings are forecast to grow by 93% in the next 2 years.お知らせ • Jan 05Tanachira Retail Corporation Public Company Limited Announces Change in Chief AccountantTanachira Retail Corporation Public Company Limited announced the change in Chief Accountant. Position of Chief Accountant: Accounting and Finance Manager. The company announced the termination of Miss. Titirat Hatjamnongnitee as Chief Accountant. Effective Date of Termination: December 31, 2023. The company announced the appointment of Mrs. Patcharee Suriyasuttiwong as Chief Accountant. Effective Date of Termination: January 1, 2024.Valuation Update With 7 Day Price Move • Nov 29Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to ฿13.70, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 19x in the Specialty Retail industry in Thailand. Simply Wall St's valuation model estimates the intrinsic value at ฿10.91 per share.お知らせ • Nov 13Tanachira Retail Corporation Public Company Limited Announces Interim Cash Dividend for the Period January 01, 2023 to September 30, 2023, Payable on December 07, 2023Tanachira Retail Corporation Public Company Limited announced interim cash dividend for the period January 01, 2023 to September 30, 2023. Cash dividend payment of THB 0.50. Record date for the right to receive dividends 24-Nov-2023. Ex-dividend date 23-Nov-2023. Payment date 07-Dec-2023. このセクションでは通常、投資家が会社の利益創出能力を理解する一助となるよう、プロのアナリストのコンセンサス予想に基づく収益と利益の成長予測を提示する。しかし、Tanachira Retail Corporation は十分な過去のデータを提供しておらず、アナリストの予測もないため、過去のデータを外挿したり、アナリストの予測を使用しても、その将来の収益を確実に算出することはできません。 シンプリー・ウォール・ストリートがカバーする企業の97%は過去の財務データを持っているため、これはかなり稀な状況です。 業績と収益の成長予測SET:TAN - 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3/31/20261,90547169238N/A12/31/20251,88246110190N/A9/30/20251,85765101228N/A6/30/20251,8257876206N/A3/31/20251,79310939183N/A12/31/20241,774130108247N/A9/30/20241,70517571196N/A6/30/20241,61117399228N/A3/31/20241,531177109278N/A12/31/20231,43016765240N/A9/30/20231,408162113240N/A6/30/20231,383159117233N/A3/31/20231,361156148214N/A12/31/20221,288125182247N/A12/31/2021783-321549N/A12/31/202092014217256N/A12/31/20191,33780N/A306N/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: TANの予測収益成長が 貯蓄率 ( 2.2% ) を上回っているかどうかを判断するにはデータが不十分です。収益対市場: TANの収益がTH市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です高成長収益: TANの収益が今後 3 年間で 大幅に 増加すると予想されるかどうかを判断するにはデータが不十分です。収益対市場: TANの収益がTH市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。高い収益成長: TANの収益が年間20%よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。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: TANの 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘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2026/05/26 02:34終値2026/05/26 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Tanachira Retail Corporation Public Company Limited 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。1 アナリスト機関Anuwat SrikajornratkulKrungsri Securities Public Company Limited
Major Estimate Revision • Aug 20Consensus EPS estimates fall by 47%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from ฿1.91b to ฿1.89b. EPS estimate also fell from ฿0.47 per share to ฿0.25 per share. Net income forecast to shrink 0.5% next year vs 14% growth forecast for Specialty Retail industry in Thailand . Consensus price target down from ฿4.66 to ฿4.50. Share price fell 13% to ฿4.12 over the past week.
Major Estimate Revision • May 28Consensus EPS estimates fall by 18%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from ฿2.02b to ฿1.91b. EPS estimate also fell from ฿0.57 per share to ฿0.47 per share. Net income forecast to grow 32% next year vs 17% growth forecast for Specialty Retail industry in Thailand. Consensus price target down from ฿5.10 to ฿4.66. Share price fell 2.7% to ฿4.36 over the past week.
Major Estimate Revision • Mar 07Consensus EPS estimates fall by 17%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from ฿2.07b to ฿2.02b. EPS estimate also fell from ฿0.69 per share to ฿0.57 per share. Net income forecast to grow 31% next year vs 25% growth forecast for Specialty Retail industry in Thailand. Consensus price target down from ฿14.00 to ฿11.55. Share price was steady at ฿4.94 over the past week.
Major Estimate Revision • Aug 21Consensus EPS estimates fall by 12%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from ฿0.715 to ฿0.63. Revenue forecast unchanged from ฿1.77b at last update. Net income forecast to grow 28% next year vs 18% growth forecast for Specialty Retail industry in Thailand. Consensus price target down from ฿18.90 to ฿17.50. Share price fell 25% to ฿8.90 over the past week.
Major Estimate Revision • May 30Consensus EPS estimates fall by 11%, revenue upgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast increased from ฿1.74b to ฿1.78b. EPS estimate fell from ฿0.81 to ฿0.72 per share. Net income forecast to grow 31% next year vs 18% growth forecast for Specialty Retail industry in Thailand. Consensus price target broadly unchanged at ฿20.83. Share price fell 6.0% to ฿15.70 over the past week.
New Risk • May 21New major risk - Revenue and earnings growthEarnings have declined by 4.9% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 4.9% per year over the past 5 years. Minor Risks Dividend is not well covered by earnings (172% payout ratio). Profit margins are more than 30% lower than last year (2.5% net profit margin). Market cap is less than US$100m (฿1.09b market cap, or US$33.4m).
お知らせ • May 11Tanachira Retail Corporation Public Company Limited to Report Q1, 2026 Results on May 14, 2026Tanachira Retail Corporation Public Company Limited announced that they will report Q1, 2026 results After-Market on May 14, 2026
Upcoming Dividend • Apr 29Upcoming dividend of ฿0.27 per shareEligible shareholders must have bought the stock before 06 May 2026. Payment date: 26 May 2026. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 6.8%. Lower than top quartile of Thai dividend payers (7.5%). Higher than average of industry peers (4.6%).
Declared Dividend • Mar 01Dividend reduced to ฿0.27Dividend of ฿0.27 is 18% lower than last year. Ex-date: 6th May 2026 Payment date: 26th May 2026 Dividend yield will be 6.9%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is not covered by earnings (153% earnings payout ratio). However, it is covered by cash flows (89.8% cash payout ratio). The dividend has decreased over the past 26 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to grow by 70% to bring the payout ratio under control. EPS is expected to grow by 72% over the next 2 years, which is sufficient to bring the dividend into a sustainable range.
お知らせ • Feb 27Tanachira Retail Corporation Public Company Limited announces Annual dividend, payable on May 26, 2026Tanachira Retail Corporation Public Company Limited announced Annual dividend of THB 0.2700 per share payable on May 26, 2026, ex-date on May 06, 2026 and record date on May 07, 2026.
Reported Earnings • Feb 27Full year 2025 earnings released: EPS: ฿0.15 (vs ฿0.43 in FY 2024)Full year 2025 results: EPS: ฿0.15 (down from ฿0.43 in FY 2024). Revenue: ฿1.88b (up 6.1% from FY 2024). Net income: ฿46.2m (down 65% from FY 2024). Profit margin: 2.5% (down from 7.3% in FY 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.8% p.a. on average during the next 2 years, compared to a 5.6% growth forecast for the Specialty Retail industry in Thailand.
お知らせ • Feb 26Tanachira Retail Corporation Public Company Limited, Annual General Meeting, Apr 28, 2026Tanachira Retail Corporation Public Company Limited, Annual General Meeting, Apr 28, 2026, at 14:00 SE Asia Standard Time.
Reported Earnings • Nov 15Third quarter 2025 earnings released: EPS: ฿0.04 (vs ฿0.09 in 3Q 2024)Third quarter 2025 results: EPS: ฿0.04 (down from ฿0.09 in 3Q 2024). Revenue: ฿454.9m (up 7.7% from 3Q 2024). Net income: ฿13.3m (down 51% from 3Q 2024). Profit margin: 2.9% (down from 6.4% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.6% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Specialty Retail industry in Thailand.
Major Estimate Revision • Aug 20Consensus EPS estimates fall by 47%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from ฿1.91b to ฿1.89b. EPS estimate also fell from ฿0.47 per share to ฿0.25 per share. Net income forecast to shrink 0.5% next year vs 14% growth forecast for Specialty Retail industry in Thailand . Consensus price target down from ฿4.66 to ฿4.50. Share price fell 13% to ฿4.12 over the past week.
Reported Earnings • Aug 15Second quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2025 results: ฿0.04 loss per share (down from ฿0.064 profit in 2Q 2024). Revenue: ฿421.2m (up 8.0% from 2Q 2024). Net loss: ฿11.1m (down 158% from profit in 2Q 2024). Revenue exceeded analyst estimates by 1.8%. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 9.0% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Specialty Retail industry in Thailand.
Major Estimate Revision • May 28Consensus EPS estimates fall by 18%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from ฿2.02b to ฿1.91b. EPS estimate also fell from ฿0.57 per share to ฿0.47 per share. Net income forecast to grow 32% next year vs 17% growth forecast for Specialty Retail industry in Thailand. Consensus price target down from ฿5.10 to ฿4.66. Share price fell 2.7% to ฿4.36 over the past week.
Reported Earnings • May 15First quarter 2025 earnings released: EPS: ฿0.13 (vs ฿0.20 in 1Q 2024)First quarter 2025 results: EPS: ฿0.13 (down from ฿0.20 in 1Q 2024). Revenue: ฿485.2m (up 5.0% from 1Q 2024). Net income: ฿38.9m (down 36% from 1Q 2024). Profit margin: 8.0% (down from 13% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 13% p.a. on average during the next 2 years, compared to a 4.4% growth forecast for the Specialty Retail industry in Thailand.
Upcoming Dividend • May 01Upcoming dividend of ฿0.33 per shareEligible shareholders must have bought the stock before 08 May 2025. Payment date: 23 May 2025. Payout ratio and cash payout ratio are on the higher end at 76% and 92% respectively. Trailing yield: 6.5%. Lower than top quartile of Thai dividend payers (7.9%). Higher than average of industry peers (3.5%).
お知らせ • Apr 30Tanachira Retail Corporation Public Company Limited Approves Dividend for Year 2024, Payable on 23 May 2025Tanachira Retail Corporation Public Company Limited at 2025 Annual General Meeting of Shareholders held on April 30, 2025, passed to approve the allocation of profits as a legal reserve and the dividend payment for the year 2024. The dividend shall be paid from the consolidated net profit at the rate of THB 0.33 per share, totaling approximately THB 100,000,000, which represents a dividend payout ratio of 82.94% of the consolidated net profit. this dividend payment is in accordance with the Company's dividend policy. the record date to determine the shareholders entitled to receive the dividend is 9 May 2025, and the dividend payment shall be made on 23 May 2025.
お知らせ • Mar 11Tanachira Retail Corporation Public Company Limited Announces Chief Accountant ChangesTanachira Retail Corporation Public Company Limited announced termination of Mrs. Patcharee Suriyasuttiwong as Chief Accountant (Position of Chief Accountant: General Ledger Manager), effective 10 March 2025 and appointed Miss Supaporn Romphosaiphaisarn as Chief Accountant (Position of Chief Accountant: Financial Controller), Effective Date of Appointment: 11 March 2025.
Major Estimate Revision • Mar 07Consensus EPS estimates fall by 17%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from ฿2.07b to ฿2.02b. EPS estimate also fell from ฿0.69 per share to ฿0.57 per share. Net income forecast to grow 31% next year vs 25% growth forecast for Specialty Retail industry in Thailand. Consensus price target down from ฿14.00 to ฿11.55. Share price was steady at ฿4.94 over the past week.
お知らせ • Mar 04Tanachira Retail Corporation Public Company Limited (SET:TAN) announces an Equity Buyback for 4,000,000 shares, representing 1.33% for THB 24 million.Tanachira Retail Corporation Public Company Limited (SET:TAN) announces a share repurchase program. Under the program, the company will repurchase up to 4,000,000 shares, representing 1.33% of its issued share capital for THB 24 million. The repurchase price must not exceed 115% of the average closing price of the last 5 business days prior to each repurchase date. The purpose of repurchase program is to ensure the Company's excess liquidity management is conducted for the utmost benefit, to increase the Return on Equity (ROE) ratio and Earnings per Share (EPS) ratio, to assure the investors or shareholders of the Company of its capability to generate future income and profit, as well as to build trustworthiness of the Company's financial position. The plan will expire on September 5, 2025. As of March 22, 2024, the company had 300,000,000 shares in issue.
お知らせ • Mar 03+ 2 more updatesTanachira Retail Corporation Public Company Limited Proposes Dividend for the Year Ended December 31, 2024, Payable on May 23, 2025Tanachira Retail Corporation Public Company Limited at its Annual General Meeting of Shareholders to be held on April 30, 2025, proposed dividend payment for the operating results from January 1, 2024, to December 31, 2024, to the Company's shareholders at a rate of THB 0.33 per share, for a total amount of THB 100,000,000, or 82.94% of the net income for the year as per the consolidated financial statements, in accordance with the Company's dividend policy. The record date for the right to receive the dividend will be May 9, 2025, and the dividend payment date will be May 23, 2025, subject to the approval of shareholders at the 2025 Annual General Meeting of Shareholders.
Reported Earnings • Mar 02Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: EPS: ฿0.43 (down from ฿0.84 in FY 2023). Revenue: ฿1.77b (up 24% from FY 2023). Net income: ฿130.1m (down 22% from FY 2023). Profit margin: 7.3% (down from 12% in FY 2023). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.5%. Earnings per share (EPS) also missed analyst estimates by 27%. Revenue is forecast to grow 14% p.a. on average during the next 2 years, compared to a 4.8% growth forecast for the Specialty Retail industry in Thailand.
Valuation Update With 7 Day Price Move • Feb 06Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to ฿4.46, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 13x in the Specialty Retail industry in Thailand. Total loss to shareholders of 68% over the past year. Simply Wall St's valuation model estimates the intrinsic value at ฿2.11 per share.
Valuation Update With 7 Day Price Move • Jan 10Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ฿5.35, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 14x in the Specialty Retail industry in Thailand. Total loss to shareholders of 63% over the past year.
Buy Or Sell Opportunity • Dec 02Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.9% to ฿7.65. The fair value is estimated to be ฿9.72, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 35% in 2 years. Earnings are forecast to grow by 77% in the next 2 years.
New Risk • Nov 02New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Thai stocks, typically moving 11% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (11% average weekly change). Dividend is not well covered by earnings and cash flows. Payout ratio: 112% Cash payout ratio: 213% Minor Risk Market cap is less than US$100m (฿2.42b market cap, or US$71.0m).
Valuation Update With 7 Day Price Move • Sep 05Investor sentiment improves as stock rises 20%After last week's 20% share price gain to ฿8.75, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 18x in the Specialty Retail industry in Thailand. Simply Wall St's valuation model estimates the intrinsic value at ฿9.69 per share.
Buy Or Sell Opportunity • Aug 29Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 54% to ฿7.30. The fair value is estimated to be ฿9.43, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last year. Meanwhile, the company has become profitable. Revenue is forecast to grow by 38% in 2 years. Earnings are forecast to grow by 68% in the next 2 years.
Major Estimate Revision • Aug 21Consensus EPS estimates fall by 12%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from ฿0.715 to ฿0.63. Revenue forecast unchanged from ฿1.77b at last update. Net income forecast to grow 28% next year vs 18% growth forecast for Specialty Retail industry in Thailand. Consensus price target down from ฿18.90 to ฿17.50. Share price fell 25% to ฿8.90 over the past week.
お知らせ • Aug 16Tanachira Retail Corporation Public Company Limited Appoints Siwaporn Leechanavanichpun as CFOTanachira Retail Corporation Public Company Limited announced appointment of Miss Siwaporn Leechanavanichpun as CFO. Position of CFO is Vice President of Finance & Accounting. Effective Date of Appointment is August 16, 2024.
Reported Earnings • Aug 16Second quarter 2024 earnings: EPS and revenues miss analyst expectationsSecond quarter 2024 results: EPS: ฿0.06 (down from ฿0.10 in 2Q 2023). Revenue: ฿389.8m (up 26% from 2Q 2023). Net income: ฿19.1m (down 16% from 2Q 2023). Profit margin: 4.9% (down from 7.3% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.3%. Earnings per share (EPS) also missed analyst estimates by 14%. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Specialty Retail industry in Thailand.
Valuation Update With 7 Day Price Move • Aug 15Investor sentiment deteriorates as stock falls 30%After last week's 30% share price decline to ฿8.70, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 15x in the Specialty Retail industry in Thailand. Simply Wall St's valuation model estimates the intrinsic value at ฿8.44 per share.
New Risk • Jul 23New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: ฿3.45b (US$95.3m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 102% Cash payout ratio: 193% Minor Risk Market cap is less than US$100m (฿3.45b market cap, or US$95.3m).
Valuation Update With 7 Day Price Move • Jul 17Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to ฿12.50, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 16x in the Specialty Retail industry in Thailand. Simply Wall St's valuation model estimates the intrinsic value at ฿7.96 per share.
お知らせ • Jun 05Tanachira Retail Corporation Public Company Limited Announces the Resignation of Jangpol Chidchanok as Chief Financial OfficerTanachira Retail Corporation Public Company Limited announced the resignation of Jangpol Chidchanok as Chief Financial Officer, effective May 31, 2024.
Major Estimate Revision • May 30Consensus EPS estimates fall by 11%, revenue upgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast increased from ฿1.74b to ฿1.78b. EPS estimate fell from ฿0.81 to ฿0.72 per share. Net income forecast to grow 31% next year vs 18% growth forecast for Specialty Retail industry in Thailand. Consensus price target broadly unchanged at ฿20.83. Share price fell 6.0% to ฿15.70 over the past week.
New Risk • May 27New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. Payout ratio: 102% Cash payout ratio: 193% Dividend yield: 4.2% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.
Buy Or Sell Opportunity • May 13Now 25% overvalued after recent price riseOver the last 90 days, the stock has risen 19% to ฿16.70. The fair value is estimated to be ฿13.39, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 44%. For the next 3 years, revenue is forecast to grow by 13% per annum. Earnings are also forecast to grow by 24% per annum over the same time period.
お知らせ • May 01Tanachira Retail Corporation Public Company Limited Approves Final Dividend for the Year 2023, Payable on May 9, 2024Tanachira Retail Corporation Public Company Limited at its AGM held on April 30, 2024, approved the dividend payment for the year 2023 at THB 0.70 per share, totaling THB 210,000,000 of which THB 0.50 per share was paid as an interim dividend on 7 December 2023. The final dividend of THB 0.20 per share, totaling THB 60,000,000 shall be payable to the shareholders who are listed on the record date 22 March 2024, and the payment will be made on May 9, 2024.
Upcoming Dividend • Mar 14Upcoming dividend of ฿0.20 per shareEligible shareholders must have bought the stock before 21 March 2024. Payment date: 09 May 2024. Payout ratio is on the higher end at 83%, and the cash payout ratio is above 100%. Trailing yield: 4.4%. Lower than top quartile of Thai dividend payers (5.8%). Higher than average of industry peers (2.7%).
お知らせ • Feb 25Tanachira Retail Corporation Public Company Limited, Annual General Meeting, Apr 30, 2024Tanachira Retail Corporation Public Company Limited, Annual General Meeting, Apr 30, 2024, at 14:00 SE Asia Standard Time. Agenda: To consider adopting the Minutes of the 2023 Annual General Meeting of Shareholders; to acknowledge the Company's 2023 operating results; to consider and approve the Company's financial statement for the fiscal year ended December 31, 2023 audited by the certified public accountant; to consider and approve the dividend payment and the allocation of profit as legal reserve from the Company's 2023 operating results and acknowledge an interim dividend payment; to consider and approve the appointment of directors who are retired by rotation; to consider and approve the director remuneration for the year 2024; to consider and approve the appointment of auditor(s) and audit fee for the year 2024; and to consider other matter (if any).
Reported Earnings • Feb 24Full year 2023 earnings: Revenues miss analyst expectationsFull year 2023 results: Revenue: ฿1.43b (up 11% from FY 2022). Net income: ฿166.8m (up 33% from FY 2022). Profit margin: 12% (up from 9.7% in FY 2022). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 4.1%. Revenue is forecast to grow 15% p.a. on average during the next 2 years, compared to a 5.7% growth forecast for the Specialty Retail industry in Thailand.
お知らせ • Feb 24+ 1 more updateTanachira Retail Corporation Public Company Limited Proposes Interim Cash Dividend for the Period January 1, 2023 to December 31, 2023, Payable on May 9, 2024Tanachira Retail Corporation Public Company Limited informed the significant resolutions on the Meeting of the Board of Directors No.1/2024 dated February 23, 2024 as follows: To submit for approval of the dividend payment for the operating results from January 1, 2023 to December 31, 2023 to the Company's shareholders at the rate of THB 0.20 per share for a total amount of THB 60,000,000, or 37.86% of net income for the year on consolidated financial statement in accordance with the Company's dividend payment policy. The record date is March 22, 2024 and the dividend payment date is May 9, 2024 subject to the shareholders' approval to be obtained from the 2024 Annual General Meeting of Shareholders.
Buy Or Sell Opportunity • Feb 23Now 24% overvaluedOver the last 90 days, the stock has fallen 15% to ฿14.10. The fair value is estimated to be ฿11.34, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has grown by 55%. Revenue is forecast to grow by 34% in 2 years. Earnings are forecast to grow by 93% in the next 2 years.
お知らせ • Jan 05Tanachira Retail Corporation Public Company Limited Announces Change in Chief AccountantTanachira Retail Corporation Public Company Limited announced the change in Chief Accountant. Position of Chief Accountant: Accounting and Finance Manager. The company announced the termination of Miss. Titirat Hatjamnongnitee as Chief Accountant. Effective Date of Termination: December 31, 2023. The company announced the appointment of Mrs. Patcharee Suriyasuttiwong as Chief Accountant. Effective Date of Termination: January 1, 2024.
Valuation Update With 7 Day Price Move • Nov 29Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to ฿13.70, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 19x in the Specialty Retail industry in Thailand. Simply Wall St's valuation model estimates the intrinsic value at ฿10.91 per share.
お知らせ • Nov 13Tanachira Retail Corporation Public Company Limited Announces Interim Cash Dividend for the Period January 01, 2023 to September 30, 2023, Payable on December 07, 2023Tanachira Retail Corporation Public Company Limited announced interim cash dividend for the period January 01, 2023 to September 30, 2023. Cash dividend payment of THB 0.50. Record date for the right to receive dividends 24-Nov-2023. Ex-dividend date 23-Nov-2023. Payment date 07-Dec-2023.