View Financial HealthSilicon Craft Technology 配当と自社株買い配当金 基準チェック /06Silicon Craft Technologyは配当を支払う会社で、現在の利回りは0.9%です。次の支払い日は 26th May, 2026で、権利落ち日は5th May, 2026 。主要情報0.9%配当利回りn/aバイバック利回り総株主利回りn/a将来の配当利回り2.9%配当成長-31.6%次回配当支払日26 May 26配当落ち日05 May 26一株当たり配当金n/a配当性向17%最近の配当と自社株買いの更新Upcoming Dividend • Apr 28Upcoming dividend of ฿0.025 per shareEligible shareholders must have bought the stock before 05 May 2026. Payment date: 26 May 2026. Payout ratio is a comfortable 15% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of Thai dividend payers (7.5%). Higher than average of industry peers (0.8%).Declared Dividend • Feb 26Dividend reduced to ฿0.025Dividend of ฿0.025 is 70% lower than last year. Ex-date: 5th May 2026 Payment date: 26th May 2026 Dividend yield will be 1.0%, which is lower than the industry average of 1.2%. Sustainability & Growth Dividend is well covered by both earnings (45% earnings payout ratio) and cash flows (19% cash payout ratio). The dividend has increased by an average of 19% per year over the past 5 years. However, payments have been volatile during that time. EPS is expected to grow by 16% over the next 2 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Feb 25Silicon Craft Technology Public Company Limited announces Annual dividend, payable on May 26, 2026Silicon Craft Technology Public Company Limited announced Annual dividend of THB 0.0250 per share payable on May 26, 2026, ex-date on May 05, 2026 and record date on May 06, 2026.Upcoming Dividend • Apr 29Upcoming dividend of ฿0.084 per shareEligible shareholders must have bought the stock before 06 May 2025. Payment date: 23 May 2025. Payout ratio is a comfortable 40% and this is well supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of Thai dividend payers (7.9%). Higher than average of industry peers (1.9%).お知らせ • Apr 26Silicon Craft Technology Public Company Limited Approves Dividend for 2024, Payable on May 23, 2025Silicon Craft Technology Public Company Limited at its AGM held on April 25, 2025, approved the dividend payment regarding the 2024 operating result at the rate of THB 0.084 per share totaling THB 40,319,990. Record date: May 7, 2025. Payment date: May 23, 2025.Declared Dividend • Mar 06Dividend of ฿0.084 announcedShareholders will receive a dividend of ฿0.084. Ex-date: 6th May 2025 Payment date: 23rd May 2025 Dividend yield will be 2.6%, which is higher than the industry average of 1.2%. Sustainability & Growth Dividend is covered by both earnings (40% earnings payout ratio) and cash flows (54% cash payout ratio). The dividend has increased by an average of 24% per year over the past 4 years. However, payments have been volatile during that time. EPS is expected to grow by 35% over the next 2 years, which should provide support to the dividend and adequate earnings cover.すべての更新を表示Recent updatesValuation Update With 7 Day Price Move • May 22Investor sentiment improves as stock rises 19%After last week's 19% share price gain to ฿2.78, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 32x in the Semiconductor industry in Asia. Total loss to shareholders of 72% over the past three years.お知らせ • May 14Silicon Craft Technology Public Company Limited to Report Q1, 2026 Results on May 19, 2026Silicon Craft Technology Public Company Limited announced that they will report Q1, 2026 results on May 19, 2026Upcoming Dividend • Apr 28Upcoming dividend of ฿0.025 per shareEligible shareholders must have bought the stock before 05 May 2026. Payment date: 26 May 2026. Payout ratio is a comfortable 15% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of Thai dividend payers (7.5%). Higher than average of industry peers (0.8%).Reported Earnings • Mar 01Full year 2025 earnings: EPS in line with analyst expectations despite revenue beatFull year 2025 results: EPS: ฿0.17 (down from ฿0.21 in FY 2024). Revenue: ฿690.1m (up 4.3% from FY 2024). Net income: ฿80.0m (down 21% from FY 2024). Profit margin: 12% (down from 15% in FY 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.7% p.a. on average during the next 2 years, compared to a 21% growth forecast for the Semiconductor industry in Asia. Over the last 3 years on average, earnings per share has fallen by 26% per year whereas the company’s share price has fallen by 30% per year.Declared Dividend • Feb 26Dividend reduced to ฿0.025Dividend of ฿0.025 is 70% lower than last year. Ex-date: 5th May 2026 Payment date: 26th May 2026 Dividend yield will be 1.0%, which is lower than the industry average of 1.2%. Sustainability & Growth Dividend is well covered by both earnings (45% earnings payout ratio) and cash flows (19% cash payout ratio). The dividend has increased by an average of 19% per year over the past 5 years. However, payments have been volatile during that time. EPS is expected to grow by 16% over the next 2 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Feb 25Silicon Craft Technology Public Company Limited announces Annual dividend, payable on May 26, 2026Silicon Craft Technology Public Company Limited announced Annual dividend of THB 0.0250 per share payable on May 26, 2026, ex-date on May 05, 2026 and record date on May 06, 2026.お知らせ • Feb 24Silicon Craft Technology Public Company Limited, Annual General Meeting, Apr 27, 2026Silicon Craft Technology Public Company Limited, Annual General Meeting, Apr 27, 2026, at 14:00 SE Asia Standard Time.Reported Earnings • Nov 14Third quarter 2025 earnings released: EPS: ฿0.026 (vs ฿0.001 in 3Q 2024)Third quarter 2025 results: EPS: ฿0.026 (up from ฿0.001 in 3Q 2024). Revenue: ฿159.8m (up 24% from 3Q 2024). Net income: ฿12.5m (up ฿11.9m from 3Q 2024). Profit margin: 7.8% (up from 0.5% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.3% p.a. on average during the next 2 years, compared to a 19% growth forecast for the Semiconductor industry in Asia. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has fallen by 29% per year, which means it is performing significantly worse than earnings.New Risk • Sep 05New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 3.2% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (12% net profit margin). Market cap is less than US$100m (฿1.26b market cap, or US$39.0m).Reported Earnings • Aug 14Second quarter 2025 earnings: EPS in line with expectations, revenues disappointSecond quarter 2025 results: EPS: ฿0.07 (down from ฿0.09 in 2Q 2024). Revenue: ฿197.2m (down 2.8% from 2Q 2024). Net income: ฿32.1m (down 23% from 2Q 2024). Profit margin: 16% (down from 20% in 2Q 2024). The decrease in margin was primarily driven by lower revenue. Revenue is forecast to grow 4.4% p.a. on average during the next 2 years, compared to a 15% growth forecast for the Semiconductor industry in Asia. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has fallen by 24% per year, which means it is performing significantly worse than earnings.Valuation Update With 7 Day Price Move • Jul 29Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ฿3.10, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 24x in the Semiconductor industry in Asia. Total loss to shareholders of 45% over the past three years.Major Estimate Revision • May 22Consensus EPS estimates fall by 25%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from ฿702.0m to ฿660.0m. EPS estimate also fell from ฿0.24 per share to ฿0.18 per share. Net income forecast to grow 4.1% next year vs 33% growth forecast for Semiconductor industry in Thailand. Consensus price target down from ฿4.40 to ฿3.60. Share price was steady at ฿2.98 over the past week.New Risk • May 17New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 13% Last year net profit margin: 20% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Profit margins are more than 30% lower than last year (13% net profit margin). Market cap is less than US$100m (฿1.46b market cap, or US$43.7m).Upcoming Dividend • Apr 29Upcoming dividend of ฿0.084 per shareEligible shareholders must have bought the stock before 06 May 2025. Payment date: 23 May 2025. Payout ratio is a comfortable 40% and this is well supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of Thai dividend payers (7.9%). Higher than average of industry peers (1.9%).お知らせ • Apr 26Silicon Craft Technology Public Company Limited Approves Dividend for 2024, Payable on May 23, 2025Silicon Craft Technology Public Company Limited at its AGM held on April 25, 2025, approved the dividend payment regarding the 2024 operating result at the rate of THB 0.084 per share totaling THB 40,319,990. Record date: May 7, 2025. Payment date: May 23, 2025.Declared Dividend • Mar 06Dividend of ฿0.084 announcedShareholders will receive a dividend of ฿0.084. Ex-date: 6th May 2025 Payment date: 23rd May 2025 Dividend yield will be 2.6%, which is higher than the industry average of 1.2%. Sustainability & Growth Dividend is covered by both earnings (40% earnings payout ratio) and cash flows (54% cash payout ratio). The dividend has increased by an average of 24% per year over the past 4 years. However, payments have been volatile during that time. EPS is expected to grow by 35% over the next 2 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Mar 04+ 2 more updatesSilicon Craft Technology Public Company Limited announces Annual dividend, payable on May 23, 2025Silicon Craft Technology Public Company Limited announced Annual dividend of THB 0.0840 per share payable on May 23, 2025, ex-date on March 17, 2025 and record date on March 18, 2025.Reported Earnings • Feb 21Full year 2024 earnings: Revenues and EPS in line with analyst expectationsFull year 2024 results: EPS: ฿0.21 (down from ฿0.29 in FY 2023). Revenue: ฿661.8m (flat on FY 2023). Net income: ฿101.2m (down 28% from FY 2023). Profit margin: 15% (down from 21% in FY 2023). Revenue is forecast to grow 8.4% p.a. on average during the next 2 years, compared to a 17% growth forecast for the Semiconductor industry in Asia. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.お知らせ • Feb 21Silicon Craft Technology Public Company Limited Announces Cash Dividend Payment for the Operating Period from January 1, 2024, to December 31, 2024, Payable on May 23, 2025Silicon Craft Technology Public Company Limited (SICT) has announced a cash dividend payment for the year 2024. The board resolution for this dividend payment was made on February 20, 2025. The dividend is to be paid to common shareholders at a rate of THB 0.084 per share. The record date for shareholders entitled to receive the dividend is set for May 7, 2025, with the ex-dividend date on May 6, 2025. The payment date is scheduled for May 23, 2025. The dividend is based on the operating period from January 1, 2024, to December 31, 2024.New Risk • Dec 17New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Thai stocks, typically moving 9.0% 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 Risk Share price has been highly volatile over the past 3 months (9.0% average weekly change). Minor Risks Profit margins are more than 30% lower than last year (16% net profit margin). Market cap is less than US$100m (฿1.94b market cap, or US$56.8m).New Risk • Nov 20New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 16% Last year net profit margin: 25% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (8.8% average weekly change). Profit margins are more than 30% lower than last year (16% net profit margin). Market cap is less than US$100m (฿2.18b market cap, or US$63.0m).Price Target Changed • Nov 15Price target decreased by 8.0% to ฿5.48Down from ฿5.95, the current price target is an average from 2 analysts. New target price is 23% above last closing price of ฿4.46. Stock is down 35% over the past year. The company is forecast to post earnings per share of ฿0.21 for next year compared to ฿0.29 last year.Major Estimate Revision • Nov 15Consensus EPS estimates fall by 25%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from ฿702.0m to ฿666.0m. EPS estimate also fell from ฿0.28 per share to ฿0.21 per share. Net income forecast to shrink 15% next year vs 44% growth forecast for Semiconductor industry in Thailand . Consensus price target down from ฿5.95 to ฿5.48. Share price fell 26% to ฿4.46 over the past week.Valuation Update With 7 Day Price Move • Nov 14Investor sentiment deteriorates as stock falls 24%After last week's 24% share price decline to ฿4.78, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 23x in the Semiconductor industry in Asia. Total returns to shareholders of 11% over the past three years.New Risk • Nov 04New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Thai stocks, typically moving 7.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (32% accrual ratio). Minor Risks Share price has been volatile over the past 3 months (7.2% average weekly change). Market cap is less than US$100m (฿2.74b market cap, or US$81.2m).Valuation Update With 7 Day Price Move • Oct 29Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ฿6.25, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 23x in the Semiconductor industry in Asia. Total returns to shareholders of 56% over the past three years.Valuation Update With 7 Day Price Move • Oct 01Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ฿5.80, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 22x in the Semiconductor industry in Asia. Total returns to shareholders of 39% over the past three years.Buy Or Sell Opportunity • Aug 16Now 23% overvaluedOver the last 90 days, the stock has fallen 9.8% to ฿4.60. The fair value is estimated to be ฿3.73, 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 3 years. Earnings per share has grown by 33%. Revenue is forecast to grow by 15% in 2 years. Earnings are forecast to grow by 19% in the next 2 years.Reported Earnings • Aug 10Second quarter 2024 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2024 results: EPS: ฿0.086 (up from ฿0.077 in 2Q 2023). Revenue: ฿202.9m (up 18% from 2Q 2023). Net income: ฿41.5m (up 13% from 2Q 2023). Profit margin: 20% (down from 22% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 13%. Earnings per share (EPS) also surpassed analyst estimates by 20%. Revenue is forecast to grow 7.4% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Semiconductor industry in Asia. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.Reported Earnings • May 16First quarter 2024 earnings released: EPS: ฿0.10 (vs ฿0.12 in 1Q 2023)First quarter 2024 results: EPS: ฿0.10 (down from ฿0.12 in 1Q 2023). Revenue: ฿205.2m (down 5.6% from 1Q 2023). Net income: ฿47.8m (down 20% from 1Q 2023). Profit margin: 23% (down from 27% in 1Q 2023). Revenue is forecast to grow 7.8% p.a. on average during the next 2 years, compared to a 17% growth forecast for the Semiconductor industry in Asia. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.お知らせ • Apr 26Silicon Craft Technology Public Company Limited Approves Dividend for the Year Ended 31 December 2023, Payable on May 23, 2024Silicon Craft Technology Public Company Limited announced that at the AGM held on April 24, 2024, Approved the dividend payment regarding the 2023 operating result at the rate of THB 0.035 per share, totaling THB 16,799,996 paid by the Company's net profit in 2023 All dividends will be subject to withholding tax at the rate specified by law, and individuals and juristic persons operating in Thailand will be exempt from withholding tax. The dividend payment rate is in accordance with the Company's dividend payment policy. The Company passed a resolution to determine the Record Date for the list of shareholders who are entitled to receive dividends on May 3, 2024, and to pay dividends to shareholders by May 23, 2024.Upcoming Dividend • Apr 25Upcoming dividend of ฿0.035 per shareEligible shareholders must have bought the stock before 02 May 2024. Payment date: 23 May 2024. Payout ratio is a comfortable 12% but the company is not cash flow positive. Trailing yield: 0.7%. Lower than top quartile of Thai dividend payers (6.0%). Lower than average of industry peers (1.8%).Reported Earnings • Feb 24Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: ฿0.29 (up from ฿0.28 in FY 2022). Revenue: ฿666.4m (up 11% from FY 2022). Net income: ฿140.4m (up 3.9% from FY 2022). Profit margin: 21% (down from 23% in FY 2022). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 6.5%. Revenue is forecast to grow 6.0% p.a. on average during the next 2 years, compared to a 17% growth forecast for the Semiconductor industry in Asia. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.Declared Dividend • Feb 24Dividend increased to ฿0.035Dividend of ฿0.035 is 213% higher than last year. Ex-date: 2nd May 2024 Payment date: 23rd May 2024 Dividend yield will be 0.7%, which is lower than the industry average of 1.2%.お知らせ • Feb 23+ 1 more updateSilicon Craft Technology Public Company Limited, Annual General Meeting, Apr 24, 2024Silicon Craft Technology Public Company Limited, Annual General Meeting, Apr 24, 2024, at 14:00 SE Asia Standard Time. Location: Townhall meeting room, Silicon Craft Technology Public Company Limited, No. 40 Thetsabanrangsannua Rd., Ladyao, Chatuchak, Bangkok Thailand Agenda: To consider and approve the Minutes of the 2023 Annual General Meeting of Shareholders held on 27 April 2023; To acknowledge the Company's operating results for the year 2023; To consider and approve the Company's financial statements for the year 2023 ended 31 December 2023; To consider and approve the allocation of net profits and dividend payment for the year 2023; and to discuss other matters.Buy Or Sell Opportunity • Jan 26Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 12% to ฿6.00. The fair value is estimated to be ฿7.59, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 28% over the last 3 years. Earnings per share has grown by 54%. Revenue is forecast to grow by 16% in 2 years. Earnings are forecast to grow by 5.0% in the next 2 years.Price Target Changed • Oct 30Price target decreased by 22% to ฿9.00Down from ฿11.60, the current price target is provided by 1 analyst. New target price is 32% above last closing price of ฿6.80. Stock is down 1.7% over the past year. The company is forecast to post earnings per share of ฿0.34 for next year compared to ฿0.28 last year.Reported Earnings • Aug 12Second quarter 2023 earnings released: EPS: ฿0.077 (vs ฿0.07 in 2Q 2022)Second quarter 2023 results: EPS: ฿0.077 (up from ฿0.07 in 2Q 2022). Revenue: ฿171.3m (up 14% from 2Q 2022). Net income: ฿36.9m (up 9.3% from 2Q 2022). Profit margin: 22% (in line with 2Q 2022). Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Semiconductor industry in Asia. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has only increased by 37% per year, which means it is significantly lagging earnings growth.Price Target Changed • May 21Price target increased by 41% to ฿11.60Up from ฿8.25, the current price target is provided by 1 analyst. New target price is 15% above last closing price of ฿10.10. Stock is up 95% over the past year. The company is forecast to post earnings per share of ฿0.39 for next year compared to ฿0.28 last year.Major Estimate Revision • May 21Consensus revenue estimates increase by 15%The consensus outlook for revenues in fiscal year 2023 has improved. 2023 revenue forecast increased from ฿693.0m to ฿799.0m. EPS estimate increased from ฿0.317 to ฿0.39 per share. Net income forecast to grow 22% next year vs 21% growth forecast for Semiconductor industry in Thailand. Consensus price target up from ฿8.25 to ฿11.60. Share price rose 4.7% to ฿10.10 over the past week.Valuation Update With 7 Day Price Move • May 17Investor sentiment improves as stock rises 19%After last week's 19% share price gain to ฿9.95, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 20x in the Semiconductor industry in Asia. Total returns to shareholders of 90% over the past year.Upcoming Dividend • Apr 26Upcoming dividend of ฿0.011 per share at 0.1% yieldEligible shareholders must have bought the stock before 03 May 2023. Payment date: 25 May 2023. Payout ratio is a comfortable 3.3% and this is well supported by cash flows. Trailing yield: 0.1%. Lower than top quartile of Thai dividend payers (6.2%). Lower than average of industry peers (2.3%).Valuation Update With 7 Day Price Move • Apr 17Investor sentiment improves as stock rises 22%After last week's 22% share price gain to ฿12.20, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 21x in the Semiconductor industry in Asia. Total returns to shareholders of 108% over the past year.Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. COO & Director Naiyavudhi Wongkomet was the last director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Nov 15Silicon Craft Technology Public Company Limited Announces Changing of CFO, Effective November 16, 2022Silicon Craft Technology Public Company Limited appointed Mr. Kowit Nuangsuk as CFO in place of Miss Arunee Poontawe, effective November 16, 2022.Valuation Update With 7 Day Price Move • Sep 27Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to ฿7.60, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 15x in the Semiconductor industry in Asia. Total returns to shareholders of 44% over the past year.Valuation Update With 7 Day Price Move • Sep 05Investor sentiment improved over the past weekAfter last week's 22% share price gain to ฿9.40, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 16x in the Semiconductor industry in Asia. Total returns to shareholders of 93% over the past year.Valuation Update With 7 Day Price Move • Aug 17Investor sentiment improved over the past weekAfter last week's 17% share price gain to ฿7.80, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 17x in the Semiconductor industry in Asia. Total returns to shareholders of 60% over the past year.Reported Earnings • Aug 15Second quarter 2022 earnings released: EPS: ฿0.084 (vs ฿0.056 in 2Q 2021)Second quarter 2022 results: EPS: ฿0.084 (up from ฿0.056 in 2Q 2021). Revenue: ฿150.3m (up 36% from 2Q 2021). Net income: ฿33.7m (up 51% from 2Q 2021). Profit margin: 22% (up from 20% in 2Q 2021). The increase in margin was driven by higher revenue.Valuation Update With 7 Day Price Move • Jul 06Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to ฿6.15, the stock trades at a trailing P/E ratio of 33.1x. Average trailing P/E is 16x in the Semiconductor industry in Asia. Total returns to shareholders of 13% over the past year.お知らせ • Jul 01Silicon Craft Technology Public Company Limited Announces Change of Financial ControllerSilicon Craft Technology Public Company Limited announced change of Financial Controller from Miss Katsama Arome to Miss Thitima Saensuksakulchol. Effctive date for termination is July 1, 2022. Effective date for appointment is July 13, 2022.お知らせ • Jun 01Silicon Craft Technology Public Company Limited Announces Management Changes, Effective June 1, 2022Silicon Craft Technology Public Company Limited announced change of Financial Controller from Miss Ousanee Santikul to Miss Katsama Arome, Effective June 1, 2022.Valuation Update With 7 Day Price Move • May 19Investor sentiment improved over the past weekAfter last week's 18% share price gain to ฿6.20, the stock trades at a trailing P/E ratio of 33.4x. Average trailing P/E is 20x in the Semiconductor industry in Asia. Total returns to shareholders of 45% over the past year.Reported Earnings • May 16First quarter 2022 earnings released: EPS: ฿0.076 (vs ฿0.05 in 1Q 2021)First quarter 2022 results: EPS: ฿0.076 (up from ฿0.05 in 1Q 2021). Revenue: ฿139.6m (up 38% from 1Q 2021). Net income: ฿30.4m (up 51% from 1Q 2021). Profit margin: 22% (up from 20% in 1Q 2021). The increase in margin was driven by higher revenue.Upcoming Dividend • Apr 29Upcoming dividend of ฿0.043 per shareEligible shareholders must have bought the stock before 06 May 2022. Payment date: 25 May 2022. Payout ratio is a comfortable 27% and the cash payout ratio is 80%. Trailing yield: 0.7%. Lower than top quartile of Thai dividend payers (5.1%). Lower than average of industry peers (1.9%).Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. COO & Director Naiyavudhi Wongkomet was the last director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Valuation Update With 7 Day Price Move • Mar 08Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to ฿5.30, the stock trades at a trailing P/E ratio of 33.1x. Average trailing P/E is 22x in the Semiconductor industry in Asia. Total returns to shareholders of 19% over the past year.Reported Earnings • Feb 27Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: ฿0.16 (up from ฿0.10 in FY 2020). Revenue: ฿421.7m (up 25% from FY 2020). Net income: ฿64.0m (up 86% from FY 2020). Profit margin: 15% (up from 10% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates.お知らせ • Feb 26Silicon Craft Technology Public Company Limited Proposes Dividend for the Year 2021, Payable on 25 May 2022Silicon Craft Technology Public Company Limited in its board meeting held on February 25, 2022, considered and approved the allocation Of net profit and dividend payment for the year 2021 at the rate of THB 0.0430 per share, totaling THB 17,200,000. The Company determined the Record Date for the list of shareholders who are entitled to receive dividends on 9 May 2022 and the dividend payment date is set on 25 May 2022.お知らせ • Feb 25Silicon Craft Technology Public Company Limited, Annual General Meeting, Apr 26, 2022Silicon Craft Technology Public Company Limited, Annual General Meeting, Apr 26, 2022, at 14:00 SE Asia Standard Time. Location: Townhall meeting room, Silicon Craft Technology Public Company Limited, No. 40 Thetsabanrangsannua Rd., Ladyao, Chatuchak, Bangkok 10900 Bangkok Thailand Agenda: To consider and approve the Minutes of the 2021 Annual General Meeting of Shareholders held on 29 April 2021; to acknowledge the Company's operating results for the year 2021; to consider and approve the Company's financial statements for the year 2021 ended 31 December 2021; to consider and approve the allocation of net profits and dividend payment for the year 2021;and other matters.Valuation Update With 7 Day Price Move • Dec 09Investor sentiment improved over the past weekAfter last week's 16% share price gain to ฿6.40, the stock trades at a trailing P/E ratio of 42x. Average trailing P/E is 26x in the Semiconductor industry in Asia. Total returns to shareholders of 50% over the past year.Valuation Update With 7 Day Price Move • Aug 16Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to ฿4.62, the stock trades at a trailing P/E ratio of 43.8x. Average trailing P/E is 28x in the Semiconductor industry in Asia. Total returns to shareholders of 23% over the past year.Valuation Update With 7 Day Price Move • Jun 18Investor sentiment improved over the past weekAfter last week's 19% share price gain to ฿5.35, the stock trades at a trailing P/E ratio of 50.8x. Average trailing P/E is 29x in the Semiconductor industry in Asia.Reported Earnings • May 17First quarter 2021 earnings released: EPS ฿0.05 (vs ฿0.052 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: ฿101.3m (up 6.4% from 1Q 2020). Net income: ฿20.1m (up 29% from 1Q 2020). Profit margin: 20% (up from 16% in 1Q 2020). The increase in margin was driven by higher revenue.お知らせ • Apr 30Silicon Craft Technology Public Company Limited Approves the Dividend Payment for the Year 2020, Payable on May 28, 2021Silicon Craft Technology Public Company Limited approved the dividend payment for the Year 2020 by paying annual dividends from the operating results of the year 2020 at the rate of THB 0.0430 per share, the amount of 400,000,000 shares, totaling 17,200,000 baht. The company has determined the Record Date for the rights of shareholders who are entitled to receive dividends on May 10, 2021 and the dividend payment date to shareholders on May 28, 2021.お知らせ • Feb 26Silicon Craft Technology Public Company Limited, Annual General Meeting, Apr 29, 2021Silicon Craft Technology Public Company Limited, Annual General Meeting, Apr 29, 2021, at 14:00 SE Asia Standard Time. Agenda: To acknowledge the company's operating results for the year 2020 according to the annual report; to consider and approve the Company's financial statements for the year 2020 ended 31 December 2020; to consider and approve the allocation of net profits for legal reserve and dividend payment for the year 2020; to consider and approve the appointment of auditors and to determine the remuneration of the company's auditors for the year 2021; to consider and approve the determination of directors' remuneration for the year 2021; to consider and approve the appointment of directors in place of those who retire by rotation for the year 2021; to consider and approve the appointment of a new director; to consider and approve the amendment of the Company's Articles of Association, Clause 21 and Clause 27; and to consider any other business.Is New 90 Day High Low • Feb 08New 90-day high: ฿4.60The company is up 17% from its price of ฿3.92 on 10 November 2020. The Thai market is also up 17% over the last 90 days, indicating the company’s price trend is similar to the market over that time. However, it underperformed the Semiconductor industry, which is up 24% over the same period.Reported Earnings • Nov 16Third quarter 2020 earnings released: EPS ฿0.007The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2020 results: Revenue: ฿76.7m (down 4.9% from 3Q 2019). Net income: ฿2.34m (down 76% from 3Q 2019). Profit margin: 3.1% (down from 12% in 3Q 2019). The decrease in margin was primarily driven by higher expenses.お知らせ • Jul 31Silicon Craft Technology Public Company Limited has completed an IPO in the amount of THB 138 million.Silicon Craft Technology Public Company Limited has completed an IPO in the amount of THB 138 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 100,000,000 Price\Range: THB 1.38決済の安定と成長配当データの取得安定した配当: SICTはTH市場で注目すべき配当金を支払っていないため、支払いが安定しているかどうかを確認する必要はありません。増加する配当: SICTはTH市場で注目すべき配当金を支払っていないため、支払額が増加しているかどうかを確認する必要はありません。配当利回り対市場Silicon Craft Technology 配当利回り対市場SICT 配当利回りは市場と比べてどうか？セグメント配当利回り会社 (SICT)0.9%市場下位25% (TH)3.4%市場トップ25% (TH)7.5%業界平均 (Semiconductor)0.7%アナリスト予想 (SICT) (最長3年)2.9%注目すべき配当: SICTの配当金 ( 0.9% ) はTH市場の配当金支払者の下位 25% ( 3.38% ) と比べると目立ったものではありません。高配当: SICTの配当金 ( 0.9% ) はTH市場の配当金支払者の上位 25% ( 7.54% ) と比較すると低いです。株主への利益配当収益カバレッジ: SICT TH市場において目立った配当金を支払っていません。株主配当金キャッシュフローカバレッジ: SICT TH市場において目立った配当金を支払っていません。高配当企業の発掘7D1Y7D1Y7D1YTH 市場の強力な配当支払い企業。View Management企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/22 10:08終値2026/05/22 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Silicon Craft Technology Public Company Limited 1 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Sontanawoot RatchatrakulTisco Securities Co. Ltd.
Upcoming Dividend • Apr 28Upcoming dividend of ฿0.025 per shareEligible shareholders must have bought the stock before 05 May 2026. Payment date: 26 May 2026. Payout ratio is a comfortable 15% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of Thai dividend payers (7.5%). Higher than average of industry peers (0.8%).
Declared Dividend • Feb 26Dividend reduced to ฿0.025Dividend of ฿0.025 is 70% lower than last year. Ex-date: 5th May 2026 Payment date: 26th May 2026 Dividend yield will be 1.0%, which is lower than the industry average of 1.2%. Sustainability & Growth Dividend is well covered by both earnings (45% earnings payout ratio) and cash flows (19% cash payout ratio). The dividend has increased by an average of 19% per year over the past 5 years. However, payments have been volatile during that time. EPS is expected to grow by 16% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Feb 25Silicon Craft Technology Public Company Limited announces Annual dividend, payable on May 26, 2026Silicon Craft Technology Public Company Limited announced Annual dividend of THB 0.0250 per share payable on May 26, 2026, ex-date on May 05, 2026 and record date on May 06, 2026.
Upcoming Dividend • Apr 29Upcoming dividend of ฿0.084 per shareEligible shareholders must have bought the stock before 06 May 2025. Payment date: 23 May 2025. Payout ratio is a comfortable 40% and this is well supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of Thai dividend payers (7.9%). Higher than average of industry peers (1.9%).
お知らせ • Apr 26Silicon Craft Technology Public Company Limited Approves Dividend for 2024, Payable on May 23, 2025Silicon Craft Technology Public Company Limited at its AGM held on April 25, 2025, approved the dividend payment regarding the 2024 operating result at the rate of THB 0.084 per share totaling THB 40,319,990. Record date: May 7, 2025. Payment date: May 23, 2025.
Declared Dividend • Mar 06Dividend of ฿0.084 announcedShareholders will receive a dividend of ฿0.084. Ex-date: 6th May 2025 Payment date: 23rd May 2025 Dividend yield will be 2.6%, which is higher than the industry average of 1.2%. Sustainability & Growth Dividend is covered by both earnings (40% earnings payout ratio) and cash flows (54% cash payout ratio). The dividend has increased by an average of 24% per year over the past 4 years. However, payments have been volatile during that time. EPS is expected to grow by 35% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
Valuation Update With 7 Day Price Move • May 22Investor sentiment improves as stock rises 19%After last week's 19% share price gain to ฿2.78, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 32x in the Semiconductor industry in Asia. Total loss to shareholders of 72% over the past three years.
お知らせ • May 14Silicon Craft Technology Public Company Limited to Report Q1, 2026 Results on May 19, 2026Silicon Craft Technology Public Company Limited announced that they will report Q1, 2026 results on May 19, 2026
Upcoming Dividend • Apr 28Upcoming dividend of ฿0.025 per shareEligible shareholders must have bought the stock before 05 May 2026. Payment date: 26 May 2026. Payout ratio is a comfortable 15% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of Thai dividend payers (7.5%). Higher than average of industry peers (0.8%).
Reported Earnings • Mar 01Full year 2025 earnings: EPS in line with analyst expectations despite revenue beatFull year 2025 results: EPS: ฿0.17 (down from ฿0.21 in FY 2024). Revenue: ฿690.1m (up 4.3% from FY 2024). Net income: ฿80.0m (down 21% from FY 2024). Profit margin: 12% (down from 15% in FY 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.7% p.a. on average during the next 2 years, compared to a 21% growth forecast for the Semiconductor industry in Asia. Over the last 3 years on average, earnings per share has fallen by 26% per year whereas the company’s share price has fallen by 30% per year.
Declared Dividend • Feb 26Dividend reduced to ฿0.025Dividend of ฿0.025 is 70% lower than last year. Ex-date: 5th May 2026 Payment date: 26th May 2026 Dividend yield will be 1.0%, which is lower than the industry average of 1.2%. Sustainability & Growth Dividend is well covered by both earnings (45% earnings payout ratio) and cash flows (19% cash payout ratio). The dividend has increased by an average of 19% per year over the past 5 years. However, payments have been volatile during that time. EPS is expected to grow by 16% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Feb 25Silicon Craft Technology Public Company Limited announces Annual dividend, payable on May 26, 2026Silicon Craft Technology Public Company Limited announced Annual dividend of THB 0.0250 per share payable on May 26, 2026, ex-date on May 05, 2026 and record date on May 06, 2026.
お知らせ • Feb 24Silicon Craft Technology Public Company Limited, Annual General Meeting, Apr 27, 2026Silicon Craft Technology Public Company Limited, Annual General Meeting, Apr 27, 2026, at 14:00 SE Asia Standard Time.
Reported Earnings • Nov 14Third quarter 2025 earnings released: EPS: ฿0.026 (vs ฿0.001 in 3Q 2024)Third quarter 2025 results: EPS: ฿0.026 (up from ฿0.001 in 3Q 2024). Revenue: ฿159.8m (up 24% from 3Q 2024). Net income: ฿12.5m (up ฿11.9m from 3Q 2024). Profit margin: 7.8% (up from 0.5% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.3% p.a. on average during the next 2 years, compared to a 19% growth forecast for the Semiconductor industry in Asia. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has fallen by 29% per year, which means it is performing significantly worse than earnings.
New Risk • Sep 05New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 3.2% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (12% net profit margin). Market cap is less than US$100m (฿1.26b market cap, or US$39.0m).
Reported Earnings • Aug 14Second quarter 2025 earnings: EPS in line with expectations, revenues disappointSecond quarter 2025 results: EPS: ฿0.07 (down from ฿0.09 in 2Q 2024). Revenue: ฿197.2m (down 2.8% from 2Q 2024). Net income: ฿32.1m (down 23% from 2Q 2024). Profit margin: 16% (down from 20% in 2Q 2024). The decrease in margin was primarily driven by lower revenue. Revenue is forecast to grow 4.4% p.a. on average during the next 2 years, compared to a 15% growth forecast for the Semiconductor industry in Asia. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has fallen by 24% per year, which means it is performing significantly worse than earnings.
Valuation Update With 7 Day Price Move • Jul 29Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ฿3.10, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 24x in the Semiconductor industry in Asia. Total loss to shareholders of 45% over the past three years.
Major Estimate Revision • May 22Consensus EPS estimates fall by 25%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from ฿702.0m to ฿660.0m. EPS estimate also fell from ฿0.24 per share to ฿0.18 per share. Net income forecast to grow 4.1% next year vs 33% growth forecast for Semiconductor industry in Thailand. Consensus price target down from ฿4.40 to ฿3.60. Share price was steady at ฿2.98 over the past week.
New Risk • May 17New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 13% Last year net profit margin: 20% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Profit margins are more than 30% lower than last year (13% net profit margin). Market cap is less than US$100m (฿1.46b market cap, or US$43.7m).
Upcoming Dividend • Apr 29Upcoming dividend of ฿0.084 per shareEligible shareholders must have bought the stock before 06 May 2025. Payment date: 23 May 2025. Payout ratio is a comfortable 40% and this is well supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of Thai dividend payers (7.9%). Higher than average of industry peers (1.9%).
お知らせ • Apr 26Silicon Craft Technology Public Company Limited Approves Dividend for 2024, Payable on May 23, 2025Silicon Craft Technology Public Company Limited at its AGM held on April 25, 2025, approved the dividend payment regarding the 2024 operating result at the rate of THB 0.084 per share totaling THB 40,319,990. Record date: May 7, 2025. Payment date: May 23, 2025.
Declared Dividend • Mar 06Dividend of ฿0.084 announcedShareholders will receive a dividend of ฿0.084. Ex-date: 6th May 2025 Payment date: 23rd May 2025 Dividend yield will be 2.6%, which is higher than the industry average of 1.2%. Sustainability & Growth Dividend is covered by both earnings (40% earnings payout ratio) and cash flows (54% cash payout ratio). The dividend has increased by an average of 24% per year over the past 4 years. However, payments have been volatile during that time. EPS is expected to grow by 35% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Mar 04+ 2 more updatesSilicon Craft Technology Public Company Limited announces Annual dividend, payable on May 23, 2025Silicon Craft Technology Public Company Limited announced Annual dividend of THB 0.0840 per share payable on May 23, 2025, ex-date on March 17, 2025 and record date on March 18, 2025.
Reported Earnings • Feb 21Full year 2024 earnings: Revenues and EPS in line with analyst expectationsFull year 2024 results: EPS: ฿0.21 (down from ฿0.29 in FY 2023). Revenue: ฿661.8m (flat on FY 2023). Net income: ฿101.2m (down 28% from FY 2023). Profit margin: 15% (down from 21% in FY 2023). Revenue is forecast to grow 8.4% p.a. on average during the next 2 years, compared to a 17% growth forecast for the Semiconductor industry in Asia. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.
お知らせ • Feb 21Silicon Craft Technology Public Company Limited Announces Cash Dividend Payment for the Operating Period from January 1, 2024, to December 31, 2024, Payable on May 23, 2025Silicon Craft Technology Public Company Limited (SICT) has announced a cash dividend payment for the year 2024. The board resolution for this dividend payment was made on February 20, 2025. The dividend is to be paid to common shareholders at a rate of THB 0.084 per share. The record date for shareholders entitled to receive the dividend is set for May 7, 2025, with the ex-dividend date on May 6, 2025. The payment date is scheduled for May 23, 2025. The dividend is based on the operating period from January 1, 2024, to December 31, 2024.
New Risk • Dec 17New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Thai stocks, typically moving 9.0% 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 Risk Share price has been highly volatile over the past 3 months (9.0% average weekly change). Minor Risks Profit margins are more than 30% lower than last year (16% net profit margin). Market cap is less than US$100m (฿1.94b market cap, or US$56.8m).
New Risk • Nov 20New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 16% Last year net profit margin: 25% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (8.8% average weekly change). Profit margins are more than 30% lower than last year (16% net profit margin). Market cap is less than US$100m (฿2.18b market cap, or US$63.0m).
Price Target Changed • Nov 15Price target decreased by 8.0% to ฿5.48Down from ฿5.95, the current price target is an average from 2 analysts. New target price is 23% above last closing price of ฿4.46. Stock is down 35% over the past year. The company is forecast to post earnings per share of ฿0.21 for next year compared to ฿0.29 last year.
Major Estimate Revision • Nov 15Consensus EPS estimates fall by 25%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from ฿702.0m to ฿666.0m. EPS estimate also fell from ฿0.28 per share to ฿0.21 per share. Net income forecast to shrink 15% next year vs 44% growth forecast for Semiconductor industry in Thailand . Consensus price target down from ฿5.95 to ฿5.48. Share price fell 26% to ฿4.46 over the past week.
Valuation Update With 7 Day Price Move • Nov 14Investor sentiment deteriorates as stock falls 24%After last week's 24% share price decline to ฿4.78, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 23x in the Semiconductor industry in Asia. Total returns to shareholders of 11% over the past three years.
New Risk • Nov 04New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Thai stocks, typically moving 7.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (32% accrual ratio). Minor Risks Share price has been volatile over the past 3 months (7.2% average weekly change). Market cap is less than US$100m (฿2.74b market cap, or US$81.2m).
Valuation Update With 7 Day Price Move • Oct 29Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ฿6.25, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 23x in the Semiconductor industry in Asia. Total returns to shareholders of 56% over the past three years.
Valuation Update With 7 Day Price Move • Oct 01Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ฿5.80, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 22x in the Semiconductor industry in Asia. Total returns to shareholders of 39% over the past three years.
Buy Or Sell Opportunity • Aug 16Now 23% overvaluedOver the last 90 days, the stock has fallen 9.8% to ฿4.60. The fair value is estimated to be ฿3.73, 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 3 years. Earnings per share has grown by 33%. Revenue is forecast to grow by 15% in 2 years. Earnings are forecast to grow by 19% in the next 2 years.
Reported Earnings • Aug 10Second quarter 2024 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2024 results: EPS: ฿0.086 (up from ฿0.077 in 2Q 2023). Revenue: ฿202.9m (up 18% from 2Q 2023). Net income: ฿41.5m (up 13% from 2Q 2023). Profit margin: 20% (down from 22% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 13%. Earnings per share (EPS) also surpassed analyst estimates by 20%. Revenue is forecast to grow 7.4% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Semiconductor industry in Asia. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
Reported Earnings • May 16First quarter 2024 earnings released: EPS: ฿0.10 (vs ฿0.12 in 1Q 2023)First quarter 2024 results: EPS: ฿0.10 (down from ฿0.12 in 1Q 2023). Revenue: ฿205.2m (down 5.6% from 1Q 2023). Net income: ฿47.8m (down 20% from 1Q 2023). Profit margin: 23% (down from 27% in 1Q 2023). Revenue is forecast to grow 7.8% p.a. on average during the next 2 years, compared to a 17% growth forecast for the Semiconductor industry in Asia. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
お知らせ • Apr 26Silicon Craft Technology Public Company Limited Approves Dividend for the Year Ended 31 December 2023, Payable on May 23, 2024Silicon Craft Technology Public Company Limited announced that at the AGM held on April 24, 2024, Approved the dividend payment regarding the 2023 operating result at the rate of THB 0.035 per share, totaling THB 16,799,996 paid by the Company's net profit in 2023 All dividends will be subject to withholding tax at the rate specified by law, and individuals and juristic persons operating in Thailand will be exempt from withholding tax. The dividend payment rate is in accordance with the Company's dividend payment policy. The Company passed a resolution to determine the Record Date for the list of shareholders who are entitled to receive dividends on May 3, 2024, and to pay dividends to shareholders by May 23, 2024.
Upcoming Dividend • Apr 25Upcoming dividend of ฿0.035 per shareEligible shareholders must have bought the stock before 02 May 2024. Payment date: 23 May 2024. Payout ratio is a comfortable 12% but the company is not cash flow positive. Trailing yield: 0.7%. Lower than top quartile of Thai dividend payers (6.0%). Lower than average of industry peers (1.8%).
Reported Earnings • Feb 24Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: ฿0.29 (up from ฿0.28 in FY 2022). Revenue: ฿666.4m (up 11% from FY 2022). Net income: ฿140.4m (up 3.9% from FY 2022). Profit margin: 21% (down from 23% in FY 2022). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 6.5%. Revenue is forecast to grow 6.0% p.a. on average during the next 2 years, compared to a 17% growth forecast for the Semiconductor industry in Asia. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
Declared Dividend • Feb 24Dividend increased to ฿0.035Dividend of ฿0.035 is 213% higher than last year. Ex-date: 2nd May 2024 Payment date: 23rd May 2024 Dividend yield will be 0.7%, which is lower than the industry average of 1.2%.
お知らせ • Feb 23+ 1 more updateSilicon Craft Technology Public Company Limited, Annual General Meeting, Apr 24, 2024Silicon Craft Technology Public Company Limited, Annual General Meeting, Apr 24, 2024, at 14:00 SE Asia Standard Time. Location: Townhall meeting room, Silicon Craft Technology Public Company Limited, No. 40 Thetsabanrangsannua Rd., Ladyao, Chatuchak, Bangkok Thailand Agenda: To consider and approve the Minutes of the 2023 Annual General Meeting of Shareholders held on 27 April 2023; To acknowledge the Company's operating results for the year 2023; To consider and approve the Company's financial statements for the year 2023 ended 31 December 2023; To consider and approve the allocation of net profits and dividend payment for the year 2023; and to discuss other matters.
Buy Or Sell Opportunity • Jan 26Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 12% to ฿6.00. The fair value is estimated to be ฿7.59, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 28% over the last 3 years. Earnings per share has grown by 54%. Revenue is forecast to grow by 16% in 2 years. Earnings are forecast to grow by 5.0% in the next 2 years.
Price Target Changed • Oct 30Price target decreased by 22% to ฿9.00Down from ฿11.60, the current price target is provided by 1 analyst. New target price is 32% above last closing price of ฿6.80. Stock is down 1.7% over the past year. The company is forecast to post earnings per share of ฿0.34 for next year compared to ฿0.28 last year.
Reported Earnings • Aug 12Second quarter 2023 earnings released: EPS: ฿0.077 (vs ฿0.07 in 2Q 2022)Second quarter 2023 results: EPS: ฿0.077 (up from ฿0.07 in 2Q 2022). Revenue: ฿171.3m (up 14% from 2Q 2022). Net income: ฿36.9m (up 9.3% from 2Q 2022). Profit margin: 22% (in line with 2Q 2022). Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Semiconductor industry in Asia. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has only increased by 37% per year, which means it is significantly lagging earnings growth.
Price Target Changed • May 21Price target increased by 41% to ฿11.60Up from ฿8.25, the current price target is provided by 1 analyst. New target price is 15% above last closing price of ฿10.10. Stock is up 95% over the past year. The company is forecast to post earnings per share of ฿0.39 for next year compared to ฿0.28 last year.
Major Estimate Revision • May 21Consensus revenue estimates increase by 15%The consensus outlook for revenues in fiscal year 2023 has improved. 2023 revenue forecast increased from ฿693.0m to ฿799.0m. EPS estimate increased from ฿0.317 to ฿0.39 per share. Net income forecast to grow 22% next year vs 21% growth forecast for Semiconductor industry in Thailand. Consensus price target up from ฿8.25 to ฿11.60. Share price rose 4.7% to ฿10.10 over the past week.
Valuation Update With 7 Day Price Move • May 17Investor sentiment improves as stock rises 19%After last week's 19% share price gain to ฿9.95, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 20x in the Semiconductor industry in Asia. Total returns to shareholders of 90% over the past year.
Upcoming Dividend • Apr 26Upcoming dividend of ฿0.011 per share at 0.1% yieldEligible shareholders must have bought the stock before 03 May 2023. Payment date: 25 May 2023. Payout ratio is a comfortable 3.3% and this is well supported by cash flows. Trailing yield: 0.1%. Lower than top quartile of Thai dividend payers (6.2%). Lower than average of industry peers (2.3%).
Valuation Update With 7 Day Price Move • Apr 17Investor sentiment improves as stock rises 22%After last week's 22% share price gain to ฿12.20, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 21x in the Semiconductor industry in Asia. Total returns to shareholders of 108% over the past year.
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. COO & Director Naiyavudhi Wongkomet was the last director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Nov 15Silicon Craft Technology Public Company Limited Announces Changing of CFO, Effective November 16, 2022Silicon Craft Technology Public Company Limited appointed Mr. Kowit Nuangsuk as CFO in place of Miss Arunee Poontawe, effective November 16, 2022.
Valuation Update With 7 Day Price Move • Sep 27Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to ฿7.60, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 15x in the Semiconductor industry in Asia. Total returns to shareholders of 44% over the past year.
Valuation Update With 7 Day Price Move • Sep 05Investor sentiment improved over the past weekAfter last week's 22% share price gain to ฿9.40, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 16x in the Semiconductor industry in Asia. Total returns to shareholders of 93% over the past year.
Valuation Update With 7 Day Price Move • Aug 17Investor sentiment improved over the past weekAfter last week's 17% share price gain to ฿7.80, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 17x in the Semiconductor industry in Asia. Total returns to shareholders of 60% over the past year.
Reported Earnings • Aug 15Second quarter 2022 earnings released: EPS: ฿0.084 (vs ฿0.056 in 2Q 2021)Second quarter 2022 results: EPS: ฿0.084 (up from ฿0.056 in 2Q 2021). Revenue: ฿150.3m (up 36% from 2Q 2021). Net income: ฿33.7m (up 51% from 2Q 2021). Profit margin: 22% (up from 20% in 2Q 2021). The increase in margin was driven by higher revenue.
Valuation Update With 7 Day Price Move • Jul 06Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to ฿6.15, the stock trades at a trailing P/E ratio of 33.1x. Average trailing P/E is 16x in the Semiconductor industry in Asia. Total returns to shareholders of 13% over the past year.
お知らせ • Jul 01Silicon Craft Technology Public Company Limited Announces Change of Financial ControllerSilicon Craft Technology Public Company Limited announced change of Financial Controller from Miss Katsama Arome to Miss Thitima Saensuksakulchol. Effctive date for termination is July 1, 2022. Effective date for appointment is July 13, 2022.
お知らせ • Jun 01Silicon Craft Technology Public Company Limited Announces Management Changes, Effective June 1, 2022Silicon Craft Technology Public Company Limited announced change of Financial Controller from Miss Ousanee Santikul to Miss Katsama Arome, Effective June 1, 2022.
Valuation Update With 7 Day Price Move • May 19Investor sentiment improved over the past weekAfter last week's 18% share price gain to ฿6.20, the stock trades at a trailing P/E ratio of 33.4x. Average trailing P/E is 20x in the Semiconductor industry in Asia. Total returns to shareholders of 45% over the past year.
Reported Earnings • May 16First quarter 2022 earnings released: EPS: ฿0.076 (vs ฿0.05 in 1Q 2021)First quarter 2022 results: EPS: ฿0.076 (up from ฿0.05 in 1Q 2021). Revenue: ฿139.6m (up 38% from 1Q 2021). Net income: ฿30.4m (up 51% from 1Q 2021). Profit margin: 22% (up from 20% in 1Q 2021). The increase in margin was driven by higher revenue.
Upcoming Dividend • Apr 29Upcoming dividend of ฿0.043 per shareEligible shareholders must have bought the stock before 06 May 2022. Payment date: 25 May 2022. Payout ratio is a comfortable 27% and the cash payout ratio is 80%. Trailing yield: 0.7%. Lower than top quartile of Thai dividend payers (5.1%). Lower than average of industry peers (1.9%).
Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. COO & Director Naiyavudhi Wongkomet was the last director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Valuation Update With 7 Day Price Move • Mar 08Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to ฿5.30, the stock trades at a trailing P/E ratio of 33.1x. Average trailing P/E is 22x in the Semiconductor industry in Asia. Total returns to shareholders of 19% over the past year.
Reported Earnings • Feb 27Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: ฿0.16 (up from ฿0.10 in FY 2020). Revenue: ฿421.7m (up 25% from FY 2020). Net income: ฿64.0m (up 86% from FY 2020). Profit margin: 15% (up from 10% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates.
お知らせ • Feb 26Silicon Craft Technology Public Company Limited Proposes Dividend for the Year 2021, Payable on 25 May 2022Silicon Craft Technology Public Company Limited in its board meeting held on February 25, 2022, considered and approved the allocation Of net profit and dividend payment for the year 2021 at the rate of THB 0.0430 per share, totaling THB 17,200,000. The Company determined the Record Date for the list of shareholders who are entitled to receive dividends on 9 May 2022 and the dividend payment date is set on 25 May 2022.
お知らせ • Feb 25Silicon Craft Technology Public Company Limited, Annual General Meeting, Apr 26, 2022Silicon Craft Technology Public Company Limited, Annual General Meeting, Apr 26, 2022, at 14:00 SE Asia Standard Time. Location: Townhall meeting room, Silicon Craft Technology Public Company Limited, No. 40 Thetsabanrangsannua Rd., Ladyao, Chatuchak, Bangkok 10900 Bangkok Thailand Agenda: To consider and approve the Minutes of the 2021 Annual General Meeting of Shareholders held on 29 April 2021; to acknowledge the Company's operating results for the year 2021; to consider and approve the Company's financial statements for the year 2021 ended 31 December 2021; to consider and approve the allocation of net profits and dividend payment for the year 2021;and other matters.
Valuation Update With 7 Day Price Move • Dec 09Investor sentiment improved over the past weekAfter last week's 16% share price gain to ฿6.40, the stock trades at a trailing P/E ratio of 42x. Average trailing P/E is 26x in the Semiconductor industry in Asia. Total returns to shareholders of 50% over the past year.
Valuation Update With 7 Day Price Move • Aug 16Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to ฿4.62, the stock trades at a trailing P/E ratio of 43.8x. Average trailing P/E is 28x in the Semiconductor industry in Asia. Total returns to shareholders of 23% over the past year.
Valuation Update With 7 Day Price Move • Jun 18Investor sentiment improved over the past weekAfter last week's 19% share price gain to ฿5.35, the stock trades at a trailing P/E ratio of 50.8x. Average trailing P/E is 29x in the Semiconductor industry in Asia.
Reported Earnings • May 17First quarter 2021 earnings released: EPS ฿0.05 (vs ฿0.052 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: ฿101.3m (up 6.4% from 1Q 2020). Net income: ฿20.1m (up 29% from 1Q 2020). Profit margin: 20% (up from 16% in 1Q 2020). The increase in margin was driven by higher revenue.
お知らせ • Apr 30Silicon Craft Technology Public Company Limited Approves the Dividend Payment for the Year 2020, Payable on May 28, 2021Silicon Craft Technology Public Company Limited approved the dividend payment for the Year 2020 by paying annual dividends from the operating results of the year 2020 at the rate of THB 0.0430 per share, the amount of 400,000,000 shares, totaling 17,200,000 baht. The company has determined the Record Date for the rights of shareholders who are entitled to receive dividends on May 10, 2021 and the dividend payment date to shareholders on May 28, 2021.
お知らせ • Feb 26Silicon Craft Technology Public Company Limited, Annual General Meeting, Apr 29, 2021Silicon Craft Technology Public Company Limited, Annual General Meeting, Apr 29, 2021, at 14:00 SE Asia Standard Time. Agenda: To acknowledge the company's operating results for the year 2020 according to the annual report; to consider and approve the Company's financial statements for the year 2020 ended 31 December 2020; to consider and approve the allocation of net profits for legal reserve and dividend payment for the year 2020; to consider and approve the appointment of auditors and to determine the remuneration of the company's auditors for the year 2021; to consider and approve the determination of directors' remuneration for the year 2021; to consider and approve the appointment of directors in place of those who retire by rotation for the year 2021; to consider and approve the appointment of a new director; to consider and approve the amendment of the Company's Articles of Association, Clause 21 and Clause 27; and to consider any other business.
Is New 90 Day High Low • Feb 08New 90-day high: ฿4.60The company is up 17% from its price of ฿3.92 on 10 November 2020. The Thai market is also up 17% over the last 90 days, indicating the company’s price trend is similar to the market over that time. However, it underperformed the Semiconductor industry, which is up 24% over the same period.
Reported Earnings • Nov 16Third quarter 2020 earnings released: EPS ฿0.007The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2020 results: Revenue: ฿76.7m (down 4.9% from 3Q 2019). Net income: ฿2.34m (down 76% from 3Q 2019). Profit margin: 3.1% (down from 12% in 3Q 2019). The decrease in margin was primarily driven by higher expenses.
お知らせ • Jul 31Silicon Craft Technology Public Company Limited has completed an IPO in the amount of THB 138 million.Silicon Craft Technology Public Company Limited has completed an IPO in the amount of THB 138 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 100,000,000 Price\Range: THB 1.38