View Financial HealthBlueVenture Group 配当と自社株買い配当金 基準チェック /36BlueVenture Groupは配当を支払う会社で、現在の利回りは5%ですが、利益によって十分にカバーされています。次の支払い日は 20th May, 2026で、権利落ち日は9th March, 2026 。主要情報5.0%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5.0%配当成長-25.3%次回配当支払日20 May 26配当落ち日09 Mar 26一株当たり配当金n/a配当性向58%最近の配当と自社株買いの更新お知らせ • Feb 24Blueventure Group Public Company Limited Proposes Dividend for Operating Period from July 01, 2025 to December 31, 2025, Payable on 20 May 2026BlueVenture Group Public Company Limited at its AGM, to be held on April 23, 2026, proposed to consider and approve the allocation of net profit for the operating result of the year 2025, for Operating period from July 01, 2025 to December 31, 2025, in monetary, at the rate of THB 0.051 per share, which be paid from the net profit that subtracted 20% corporate income tax rate, totaling THB 22,950,000 in total. (Record date) on 10 March 2026 and the dividend payment is scheduled on 20 May 2026. Ex-dividend date is 09 March 2026.Declared Dividend • Aug 15First half dividend of ฿0.03 announcedShareholders will receive a dividend of ฿0.03. Ex-date: 26th August 2025 Payment date: 8th September 2025 Dividend yield will be 4.0%, which is higher than the industry average of 0.8%. Sustainability & Growth Dividend is covered by earnings (64% earnings payout ratio) but not covered by cash flows (101% cash payout ratio). The dividend has increased by an average of 3.1% per year over the past 2 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 29% to shift the payout ratio to a potentially unsustainable range, which is less than the 34% EPS decline seen over the last 5 years.お知らせ • Apr 24Blueventure Group Public Company Limited Approves Dividend for Six Months Ended December 31, 2024, Payable on May 16, 2025BlueVenture Group Public Company Limited in its annual general meeting held on April 21, 2025 approved the dividend for six months ended December 31, 2024 (last six months of 2024) in cash at the rate of THB 0.051 per share, which is paid from the net profit after corporate income tax at the rate of 20%. The total dividend payment is THB 22,950,000. Such dividends will be paid to the shareholders of the Company whose names appear in the shareholders' register book on the record date on March 7, 2025 and set the dividend payment date on May 16, 2025.Declared Dividend • Feb 22Final dividend increased to ฿0.051Dividend of ฿0.051 is 4.1% higher than last year. Ex-date: 6th March 2025 Payment date: 16th May 2025 Dividend yield will be 4.3%, which is higher than the industry average of 0.8%. Sustainability & Growth Dividend is covered by earnings (65% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 1.9% per year over the past 2 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 27% to shift the payout ratio to a potentially unsustainable range, which is less than the 37% EPS decline seen over the last 5 years.お知らせ • Feb 20+ 1 more updateBlueVenture Group Public Company Limited Proposes Dividend for Operating Period from July 01, 2024 to December 31, 2024, Payable on 16 May 2025BlueVenture Group Public Company Limited at its AGM, to be held on April 21, 2025, proposed to consider and approve the allocation of net profit for the operating result of the year 2024, for Operating period from July 01, 2024 to December 31, 2024, in monetary, at the rate of THB 0.051 per share, which be paid from the net profit that subtracted 20% corporate income tax rate, totaling THB 22,950,000 in total. Such dividends payment will be paid to the shareholders whose names appear on the date for determining the list of shareholders entitled to receive dividends (Record date) on 7 March 2025 and the dividend payment is scheduled on 16 May 2025. Ex-dividend date is 06 March 2025.Declared Dividend • Aug 10First half dividend increased to ฿0.034Dividend of ฿0.034 is 26% higher than last year. Ex-date: 21st August 2024 Payment date: 6th September 2024 Dividend yield will be 3.9%, which is higher than the industry average of 0.8%. Sustainability & Growth Dividend is covered by earnings (37% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years. EPS is expected to grow by 42% over the next 3 years, which should provide support to the dividend and adequate earnings cover.すべての更新を表示Recent updatesReported Earnings • Feb 25Full year 2025 earnings released: EPS: ฿0.14 (vs ฿0.12 in FY 2024)Full year 2025 results: EPS: ฿0.14 (up from ฿0.12 in FY 2024). Revenue: ฿593.9m (up 14% from FY 2024). Net income: ฿62.7m (up 20% from FY 2024). Profit margin: 11% (in line with FY 2024). Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has fallen by 36% per year, which means it is performing significantly worse than earnings.お知らせ • Feb 24Blueventure Group Public Company Limited Proposes Dividend for Operating Period from July 01, 2025 to December 31, 2025, Payable on 20 May 2026BlueVenture Group Public Company Limited at its AGM, to be held on April 23, 2026, proposed to consider and approve the allocation of net profit for the operating result of the year 2025, for Operating period from July 01, 2025 to December 31, 2025, in monetary, at the rate of THB 0.051 per share, which be paid from the net profit that subtracted 20% corporate income tax rate, totaling THB 22,950,000 in total. (Record date) on 10 March 2026 and the dividend payment is scheduled on 20 May 2026. Ex-dividend date is 09 March 2026.お知らせ • Feb 23BlueVenture Group Public Company Limited, Annual General Meeting, Apr 23, 2026BlueVenture Group Public Company Limited, Annual General Meeting, Apr 23, 2026, at 14:00 SE Asia Standard Time. Location: physical meeting, the victor club meeting room, sathorn square building, 8th floor, north sathorn road, silom subdistrict, bang rak district, bangkok ThailandReported Earnings • Nov 14Third quarter 2025 earnings released: EPS: ฿0.04 (vs ฿0.032 in 3Q 2024)Third quarter 2025 results: EPS: ฿0.04 (up from ฿0.032 in 3Q 2024). Revenue: ฿150.3m (up 12% from 3Q 2024). Net income: ฿17.8m (up 23% from 3Q 2024). Profit margin: 12% (up from 11% in 3Q 2024). The increase in margin was driven by higher revenue.New Risk • Sep 24New 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 7.0% 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: Minor Risks Dividend is not well covered by cash flows (109% cash payout ratio). Share price has been volatile over the past 3 months (7.0% average weekly change). Market cap is less than US$100m (฿805.5m market cap, or US$25.2m).Declared Dividend • Aug 15First half dividend of ฿0.03 announcedShareholders will receive a dividend of ฿0.03. Ex-date: 26th August 2025 Payment date: 8th September 2025 Dividend yield will be 4.0%, which is higher than the industry average of 0.8%. Sustainability & Growth Dividend is covered by earnings (64% earnings payout ratio) but not covered by cash flows (101% cash payout ratio). The dividend has increased by an average of 3.1% per year over the past 2 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 29% to shift the payout ratio to a potentially unsustainable range, which is less than the 34% EPS decline seen over the last 5 years.Reported Earnings • Aug 14Second quarter 2025 earnings released: EPS: ฿0.04 (vs ฿0.024 in 2Q 2024)Second quarter 2025 results: EPS: ฿0.04 (up from ฿0.024 in 2Q 2024). Revenue: ฿153.0m (up 25% from 2Q 2024). Net income: ฿16.3m (up 51% from 2Q 2024). Profit margin: 11% (up from 8.8% in 2Q 2024). The increase in margin was driven by higher revenue.Valuation Update With 7 Day Price Move • Jul 11Investor sentiment improves as stock rises 27%After last week's 27% share price gain to ฿1.91, the stock trades at a trailing P/E ratio of 16.1x. Average trailing P/E is 31x in the Software industry in Asia. Total loss to shareholders of 31% over the past year.New Risk • May 16New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 31% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (31% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Market cap is less than US$100m (฿823.5m market cap, or US$24.9m).Reported Earnings • May 09First quarter 2025 earnings released: EPS: ฿0.03 (vs ฿0.029 in 1Q 2024)First quarter 2025 results: EPS: ฿0.03 (up from ฿0.029 in 1Q 2024). Revenue: ฿155.6m (up 18% from 1Q 2024). Net income: ฿14.3m (up 9.0% from 1Q 2024). Profit margin: 9.2% (in line with 1Q 2024).お知らせ • Apr 24Blueventure Group Public Company Limited Approves Dividend for Six Months Ended December 31, 2024, Payable on May 16, 2025BlueVenture Group Public Company Limited in its annual general meeting held on April 21, 2025 approved the dividend for six months ended December 31, 2024 (last six months of 2024) in cash at the rate of THB 0.051 per share, which is paid from the net profit after corporate income tax at the rate of 20%. The total dividend payment is THB 22,950,000. Such dividends will be paid to the shareholders of the Company whose names appear in the shareholders' register book on the record date on March 7, 2025 and set the dividend payment date on May 16, 2025.Declared Dividend • Feb 22Final dividend increased to ฿0.051Dividend of ฿0.051 is 4.1% higher than last year. Ex-date: 6th March 2025 Payment date: 16th May 2025 Dividend yield will be 4.3%, which is higher than the industry average of 0.8%. Sustainability & Growth Dividend is covered by earnings (65% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 1.9% per year over the past 2 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 27% to shift the payout ratio to a potentially unsustainable range, which is less than the 37% EPS decline seen over the last 5 years.お知らせ • Feb 20+ 1 more updateBlueVenture Group Public Company Limited Proposes Dividend for Operating Period from July 01, 2024 to December 31, 2024, Payable on 16 May 2025BlueVenture Group Public Company Limited at its AGM, to be held on April 21, 2025, proposed to consider and approve the allocation of net profit for the operating result of the year 2024, for Operating period from July 01, 2024 to December 31, 2024, in monetary, at the rate of THB 0.051 per share, which be paid from the net profit that subtracted 20% corporate income tax rate, totaling THB 22,950,000 in total. Such dividends payment will be paid to the shareholders whose names appear on the date for determining the list of shareholders entitled to receive dividends (Record date) on 7 March 2025 and the dividend payment is scheduled on 16 May 2025. Ex-dividend date is 06 March 2025.Buy Or Sell Opportunity • Dec 03Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 10.0% to ฿2.86. The fair value is estimated to be ฿2.38, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has declined by 12%. Revenue is forecast to grow by 29% in 2 years. Earnings are forecast to grow by 43% in the next 2 years.Reported Earnings • Nov 13Third quarter 2024 earnings released: EPS: ฿0.03 (vs ฿0.043 in 3Q 2023)Third quarter 2024 results: EPS: ฿0.03 (down from ฿0.043 in 3Q 2023). Revenue: ฿135.6m (up 2.2% from 3Q 2023). Net income: ฿14.5m (down 25% from 3Q 2023). Profit margin: 11% (down from 14% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Software industry in Asia.Buy Or Sell Opportunity • Nov 11Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 42% to ฿2.98. The fair value is estimated to be ฿2.42, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.0% over the last year. Earnings per share has declined by 7.4%. Revenue is forecast to grow by 26% in 2 years. Earnings are forecast to grow by 28% in the next 2 years.お知らせ • Oct 10Blueventure Group Public Company Limited Announces Resignation of Ekasak Tangsujaritpunt from the Position of the Director, Independent Director and Member of Audit CommitteeBlueVenture Group Public Company Limited informed that Mr. Ekasak Tangsujaritpunt who holds the position of Director, Independent director and member of the Audit committee resigned from the position due to his time limitation, effective from October 10, 2024, onwards. Therefore, the Company will proceed for the process of selection and nomination of suitable and appropriate candidate to replace the resigned director and will further notify the Stock Exchange of Thailand and the investors once the new director is appointed.Valuation Update With 7 Day Price Move • Oct 02Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ฿3.56, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 28x in the Software industry in Asia. Total loss to shareholders of 21% over the past year.Valuation Update With 7 Day Price Move • Sep 10Investor sentiment improves as stock rises 34%After last week's 34% share price gain to ฿3.52, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 23x in the Software industry in Asia. Total loss to shareholders of 31% over the past year.Buy Or Sell Opportunity • Sep 10Now 41% overvalued after recent price riseOver the last 90 days, the stock has risen 16% to ฿3.52. The fair value is estimated to be ฿2.50, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.0% over the last year. Earnings per share has declined by 7.4%. Revenue is forecast to grow by 26% in 2 years. Earnings are forecast to grow by 28% in the next 2 years.Declared Dividend • Aug 10First half dividend increased to ฿0.034Dividend of ฿0.034 is 26% higher than last year. Ex-date: 21st August 2024 Payment date: 6th September 2024 Dividend yield will be 3.9%, which is higher than the industry average of 0.8%. Sustainability & Growth Dividend is covered by earnings (37% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years. EPS is expected to grow by 42% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Aug 09Second quarter 2024 earnings released: EPS: ฿0.02 (vs ฿0.031 in 2Q 2023)Second quarter 2024 results: EPS: ฿0.02 (down from ฿0.031 in 2Q 2023). Revenue: ฿126.4m (up 2.5% from 2Q 2023). Net income: ฿10.8m (down 22% from 2Q 2023). Profit margin: 8.6% (down from 11% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Software industry in Asia.お知らせ • Aug 08BlueVenture Group Public Company Limited Approves Interim Cash Dividend for the Period from January 1, 2024 to June 30, 2024, Payable on September 6, 2024BlueVenture Group Public Company Limited approved interim cash dividend of THB 0.034 per share For the period from January 1, 2024 to June 30, 2024. Payment date is September 6, 2024. Ex-dividend date is August 21, 2024. Record date for the right to receive dividends is August 22, 2024.New Risk • Aug 06New 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 9.6% 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 (9.6% average weekly change). High level of non-cash earnings (39% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Market cap is less than US$100m (฿1.06b market cap, or US$30.0m).Buy Or Sell Opportunity • Jul 31Now 21% overvaluedOver the last 90 days, the stock has fallen 44% to ฿2.66. The fair value is estimated to be ฿2.20, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last year. Earnings per share has declined by 11%. Revenue is forecast to grow by 23% in 2 years. Earnings are forecast to grow by 19% in the next 2 years.Buy Or Sell Opportunity • Jul 05Now 21% overvaluedOver the last 90 days, the stock has fallen 49% to ฿2.68. The fair value is estimated to be ฿2.21, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last year. Earnings per share has declined by 11%. Revenue is forecast to grow by 23% in 2 years. Earnings are forecast to grow by 19% in the next 2 years.Valuation Update With 7 Day Price Move • Jul 03Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ฿2.50, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 25x in the Software industry in Asia. Total loss to shareholders of 63% over the past year.Valuation Update With 7 Day Price Move • Jun 04Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to ฿3.38, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 24x in the Software industry in Asia. Total loss to shareholders of 61% over the past year.New Risk • May 30New minor risk - Dividend sustainabilityThe company has a short dividend paying track record. Continuous dividend paying years: 1 Dividend yield: 2.2% This is considered a minor risk. For dividend focussed investors, companies that have not established a long-term track record of consistently maintaining or growing dividends are less attractive than those companies that have a long track record. Those that have a long track record have proven their underlying business is stable enough to consistently maintain or grow the dividend and that the company considers maintaining the dividend to be one of its priorities. 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: Major Risk Share price has been highly volatile over the past 3 months (11% average weekly change). Minor Risks Short dividend paying track record (1 year of continuous dividend payments). Market cap is less than US$100m (฿1.57b market cap, or US$42.7m).Valuation Update With 7 Day Price Move • May 14Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ฿4.26, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 24x in the Software industry in Asia. Total loss to shareholders of 40% over the past year.New Risk • May 10New 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 10% 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 (10% average weekly change). Minor Risk Market cap is less than US$100m (฿2.02b market cap, or US$54.9m).お知らせ • Apr 27+ 1 more updateBlueVenture Group Public Company Limited Approves Dividend for the Year Ended 31 December 2023, Payable on 15 May 2024BlueVenture Group Public Company Limited at the Annual General Meeting held on April 25, 2024 approved the allocation of net profit for the operating result of the year 2023, ending 31 December 2023, as a legal reserve in the amount of THB 3,000,000, representing a rate of not less than 5% of the annual net profit after accumulated losses (Separate financial statements) and consider paying dividends for the operating results of the year 2023, in the last 6 months of 2023, in cash at the rate of THB 0.049 per share, which is paid from the net profit after corporate income tax at the rate of 20%. The total dividend payment is THB 22,050,000, which is equivalent to 42% of net profit after tax and all types of reserves as required by law. This dividend payment is in line with the Company's dividend payment policy. Such dividends will be paid to the shareholders of the Company whose names appear in the shareholders' register book on the record date of 12 March 2024 and set the dividend payment date on 15 May 2024.Valuation Update With 7 Day Price Move • Mar 21Investor sentiment improves as stock rises 22%After last week's 22% share price gain to ฿5.75, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 26x in the Software industry in Asia. Total loss to shareholders of 19% over the past year.お知らせ • Mar 13Blueventure Group Public Company Limited Announces Demise of Singha Nikornpun, Chairman of the Board, Independent Director and Member of Audit CommitteeBlueVenture Group Public Company Limited announced that Mr. Singha Nikornpun, Chairman of the board, Independent Director and member of Audit Committee passed away on March 12, 2024.Upcoming Dividend • Mar 04Upcoming dividend of ฿0.049 per shareEligible shareholders must have bought the stock before 11 March 2024. Payment date: 15 May 2024. Payout ratio is a comfortable 47% and this is well supported by cash flows. Trailing yield: 1.3%. Lower than top quartile of Thai dividend payers (6.3%). Higher than average of industry peers (0.9%).お知らせ • Feb 28BlueVenture Group Public Company Limited Proposes Dividend Payment for the Year 2023, Payable on 15 May 2024BlueVenture Group Public Company Limited at its board meeting held on 23 February 2024 approved to propose to the Annual General Meeting of Shareholders to consider and approve dividend payment for the operating results of the year 2023, during the last 6 months of 2023, in monetary, at the rate of THB 0.049 per share, which be paid from the net profit that subtracted 20% corporate income tax rate, totaling THB 22,050,000 in total, representing 42% of net profit after tax and all types of reserves as required by law. Such dividends payment will be paid to the shareholders whose names appear on the date for determining the list of shareholders entitled to receive dividends (Record date) on 12 March 2024 and the dividend payment is scheduled on 15 May 2024.Reported Earnings • Feb 28Full year 2023 earnings: EPS in line with expectations, revenues disappointFull year 2023 results: EPS: ฿0.16 (up from ฿0.15 in FY 2022). Revenue: ฿525.0m (up 20% from FY 2022). Net income: ฿69.1m (up 28% from FY 2022). Profit margin: 13% (in line with FY 2022). Revenue is forecast to grow 15% p.a. on average during the next 2 years, compared to a 19% growth forecast for the Software industry in Asia.お知らせ • Feb 27BlueVenture Group Public Company Limited, Annual General Meeting, Apr 25, 2024BlueVenture Group Public Company Limited, Annual General Meeting, Apr 25, 2024, at 10:00 SE Asia Standard Time. Location: Victor Club Meeting Room, Sathorn Square Building, 8th Floor North Sathorn Road, Silom Subdistrict, Bang Rak District, Bangkok Bangkok Thailand Agenda: To consider adopting the Minutes of the Annual General Meeting of Shareholders No.1; to acknowledge the Company's operating results of the year 2023; to consider and approve the financial statements for the year 2023, ending 31 December 2023; and to consider other matters.Reported Earnings • Nov 14Third quarter 2023 earnings released: EPS: ฿0.04 (vs ฿0.051 in 3Q 2022)Third quarter 2023 results: EPS: ฿0.04. Revenue: ฿134.8m (up 18% from 3Q 2022). Net income: ฿19.2m (up 4.6% from 3Q 2022). Profit margin: 14% (down from 16% in 3Q 2022). The decrease in margin was driven by higher expenses.Upcoming Dividend • Aug 16Upcoming dividend of ฿0.027 per share at 1.5% yieldEligible shareholders must have bought the stock before 23 August 2023. Payment date: 08 September 2023. Payout ratio is a comfortable 27% but the company is not cash flow positive. Trailing yield: 1.5%. Lower than top quartile of Thai dividend payers (6.4%). Higher than average of industry peers (0.8%).お知らせ • Aug 11BlueVenture Group Public Company Limited Approves Interim Cash Dividend for the Period from January 1, 2023 to June 30, 2023, Payable on September 8, 2023BlueVenture Group Public Company Limited approved interim cash dividend of THB 0.027 per share For the period from January 1, 2023 to June 30, 2023. Payment date is September 8, 2023. Ex-dividend date is August 23, 2023. Record date for the right to receive dividends is August 24, 2023.Reported Earnings • Aug 11Second quarter 2023 earnings released: EPS: ฿0.03 (vs ฿0.043 in 2Q 2022)Second quarter 2023 results: EPS: ฿0.03 (down from ฿0.043 in 2Q 2022). Revenue: ฿127.2m (up 22% from 2Q 2022). Net income: ฿13.8m (down 9.7% from 2Q 2022). Profit margin: 11% (down from 15% in 2Q 2022). The decrease in margin was driven by higher expenses.お知らせ • Aug 10Blueventure Group Public Company Limited Announces Appointment of Investment Committee and the Information Technology CommitteeBlueVenture Group Public Company Limited announced that the Board of Directors meeting held on August 9, 2023 passed the resolution to approve the appointment of the sub-Committees which are the Investment Committee and the Information Technology Committee. The appointment is effective on August 9, 2023 onwards and the details are as follows: The Investment Committee: Mr. Udomkarn Udomsab, Chairman of the Investment Committee; Mr. Sarun Chookhiatti and Mr. Oran Vongsuraphichet as Members of the Investment Committee. The Information Technology Committee: Mrs. Sopa Kanjanarintr, Chairman of the Information Technology Committee; Mr. Oran Vongsuraphichet and Mrs. Nawarat Wongthitirat as Members of the Information Technology Committee.Valuation Update With 7 Day Price Move • Aug 07Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to ฿5.75, the stock trades at a trailing P/E ratio of 43.1x. Average trailing P/E is 32x in the Software industry in Asia.New Risk • Jun 28New 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 8.6% 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 (8.6% average weekly change). Earnings have declined by 10.0% per year over the past 5 years. High level of non-cash earnings (95% accrual ratio). Minor Risk Market cap is less than US$100m (฿2.93b market cap, or US$82.1m).Valuation Update With 7 Day Price Move • Jun 26Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to ฿7.45, the stock trades at a trailing P/E ratio of 55.8x. Average trailing P/E is 34x in the Software industry in Asia.Valuation Update With 7 Day Price Move • Jun 02Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ฿8.75, the stock trades at a trailing P/E ratio of 65.6x. Average trailing P/E is 31x in the Software industry in Asia.Valuation Update With 7 Day Price Move • Mar 08Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ฿7.90, the stock trades at a trailing P/E ratio of 65.8x. Average trailing P/E is 33x in the Software industry in Asia.決済の安定と成長配当データの取得安定した配当: BVGは 10 年未満配当金を支払っており、この間、支払額は 変動性 が高かった。増加する配当: BVGの配当金は増加していますが、同社は3年間しか配当金を支払っていません。配当利回り対市場BlueVenture Group 配当利回り対市場BVG 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 (BVG)5.0%市場下位25% (TH)3.4%市場トップ25% (TH)7.5%業界平均 (Software)1.0%アナリスト予想 (BVG) (最長3年)5.0%注目すべき配当: BVGの配当金 ( 5% ) はTH市場の配当金支払者の下位 25% ( 3.45% ) よりも高くなっています。高配当: BVGの配当金 ( 5% ) はTH市場の配当金支払者の上位 25% ( 7.45% ) 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: BVGの配当金は、合理的な 配当性向 ( 58.1% ) により、利益によって賄われています。株主配当金キャッシュフローカバレッジ: BVGの 現金配当性向 ( 49.7% ) は比較的低く、配当金の支払いはキャッシュフローによって十分にカバーされています。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2026/05/07 01:34終値2026/05/07 00:00収益2025/12/31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BlueVenture Group 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Songklod WongchaiFSS International Advisory
お知らせ • Feb 24Blueventure Group Public Company Limited Proposes Dividend for Operating Period from July 01, 2025 to December 31, 2025, Payable on 20 May 2026BlueVenture Group Public Company Limited at its AGM, to be held on April 23, 2026, proposed to consider and approve the allocation of net profit for the operating result of the year 2025, for Operating period from July 01, 2025 to December 31, 2025, in monetary, at the rate of THB 0.051 per share, which be paid from the net profit that subtracted 20% corporate income tax rate, totaling THB 22,950,000 in total. (Record date) on 10 March 2026 and the dividend payment is scheduled on 20 May 2026. Ex-dividend date is 09 March 2026.
Declared Dividend • Aug 15First half dividend of ฿0.03 announcedShareholders will receive a dividend of ฿0.03. Ex-date: 26th August 2025 Payment date: 8th September 2025 Dividend yield will be 4.0%, which is higher than the industry average of 0.8%. Sustainability & Growth Dividend is covered by earnings (64% earnings payout ratio) but not covered by cash flows (101% cash payout ratio). The dividend has increased by an average of 3.1% per year over the past 2 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 29% to shift the payout ratio to a potentially unsustainable range, which is less than the 34% EPS decline seen over the last 5 years.
お知らせ • Apr 24Blueventure Group Public Company Limited Approves Dividend for Six Months Ended December 31, 2024, Payable on May 16, 2025BlueVenture Group Public Company Limited in its annual general meeting held on April 21, 2025 approved the dividend for six months ended December 31, 2024 (last six months of 2024) in cash at the rate of THB 0.051 per share, which is paid from the net profit after corporate income tax at the rate of 20%. The total dividend payment is THB 22,950,000. Such dividends will be paid to the shareholders of the Company whose names appear in the shareholders' register book on the record date on March 7, 2025 and set the dividend payment date on May 16, 2025.
Declared Dividend • Feb 22Final dividend increased to ฿0.051Dividend of ฿0.051 is 4.1% higher than last year. Ex-date: 6th March 2025 Payment date: 16th May 2025 Dividend yield will be 4.3%, which is higher than the industry average of 0.8%. Sustainability & Growth Dividend is covered by earnings (65% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 1.9% per year over the past 2 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 27% to shift the payout ratio to a potentially unsustainable range, which is less than the 37% EPS decline seen over the last 5 years.
お知らせ • Feb 20+ 1 more updateBlueVenture Group Public Company Limited Proposes Dividend for Operating Period from July 01, 2024 to December 31, 2024, Payable on 16 May 2025BlueVenture Group Public Company Limited at its AGM, to be held on April 21, 2025, proposed to consider and approve the allocation of net profit for the operating result of the year 2024, for Operating period from July 01, 2024 to December 31, 2024, in monetary, at the rate of THB 0.051 per share, which be paid from the net profit that subtracted 20% corporate income tax rate, totaling THB 22,950,000 in total. Such dividends payment will be paid to the shareholders whose names appear on the date for determining the list of shareholders entitled to receive dividends (Record date) on 7 March 2025 and the dividend payment is scheduled on 16 May 2025. Ex-dividend date is 06 March 2025.
Declared Dividend • Aug 10First half dividend increased to ฿0.034Dividend of ฿0.034 is 26% higher than last year. Ex-date: 21st August 2024 Payment date: 6th September 2024 Dividend yield will be 3.9%, which is higher than the industry average of 0.8%. Sustainability & Growth Dividend is covered by earnings (37% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years. EPS is expected to grow by 42% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Feb 25Full year 2025 earnings released: EPS: ฿0.14 (vs ฿0.12 in FY 2024)Full year 2025 results: EPS: ฿0.14 (up from ฿0.12 in FY 2024). Revenue: ฿593.9m (up 14% from FY 2024). Net income: ฿62.7m (up 20% from FY 2024). Profit margin: 11% (in line with FY 2024). Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has fallen by 36% per year, which means it is performing significantly worse than earnings.
お知らせ • Feb 24Blueventure Group Public Company Limited Proposes Dividend for Operating Period from July 01, 2025 to December 31, 2025, Payable on 20 May 2026BlueVenture Group Public Company Limited at its AGM, to be held on April 23, 2026, proposed to consider and approve the allocation of net profit for the operating result of the year 2025, for Operating period from July 01, 2025 to December 31, 2025, in monetary, at the rate of THB 0.051 per share, which be paid from the net profit that subtracted 20% corporate income tax rate, totaling THB 22,950,000 in total. (Record date) on 10 March 2026 and the dividend payment is scheduled on 20 May 2026. Ex-dividend date is 09 March 2026.
お知らせ • Feb 23BlueVenture Group Public Company Limited, Annual General Meeting, Apr 23, 2026BlueVenture Group Public Company Limited, Annual General Meeting, Apr 23, 2026, at 14:00 SE Asia Standard Time. Location: physical meeting, the victor club meeting room, sathorn square building, 8th floor, north sathorn road, silom subdistrict, bang rak district, bangkok Thailand
Reported Earnings • Nov 14Third quarter 2025 earnings released: EPS: ฿0.04 (vs ฿0.032 in 3Q 2024)Third quarter 2025 results: EPS: ฿0.04 (up from ฿0.032 in 3Q 2024). Revenue: ฿150.3m (up 12% from 3Q 2024). Net income: ฿17.8m (up 23% from 3Q 2024). Profit margin: 12% (up from 11% in 3Q 2024). The increase in margin was driven by higher revenue.
New Risk • Sep 24New 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 7.0% 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: Minor Risks Dividend is not well covered by cash flows (109% cash payout ratio). Share price has been volatile over the past 3 months (7.0% average weekly change). Market cap is less than US$100m (฿805.5m market cap, or US$25.2m).
Declared Dividend • Aug 15First half dividend of ฿0.03 announcedShareholders will receive a dividend of ฿0.03. Ex-date: 26th August 2025 Payment date: 8th September 2025 Dividend yield will be 4.0%, which is higher than the industry average of 0.8%. Sustainability & Growth Dividend is covered by earnings (64% earnings payout ratio) but not covered by cash flows (101% cash payout ratio). The dividend has increased by an average of 3.1% per year over the past 2 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 29% to shift the payout ratio to a potentially unsustainable range, which is less than the 34% EPS decline seen over the last 5 years.
Reported Earnings • Aug 14Second quarter 2025 earnings released: EPS: ฿0.04 (vs ฿0.024 in 2Q 2024)Second quarter 2025 results: EPS: ฿0.04 (up from ฿0.024 in 2Q 2024). Revenue: ฿153.0m (up 25% from 2Q 2024). Net income: ฿16.3m (up 51% from 2Q 2024). Profit margin: 11% (up from 8.8% in 2Q 2024). The increase in margin was driven by higher revenue.
Valuation Update With 7 Day Price Move • Jul 11Investor sentiment improves as stock rises 27%After last week's 27% share price gain to ฿1.91, the stock trades at a trailing P/E ratio of 16.1x. Average trailing P/E is 31x in the Software industry in Asia. Total loss to shareholders of 31% over the past year.
New Risk • May 16New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 31% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (31% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Market cap is less than US$100m (฿823.5m market cap, or US$24.9m).
Reported Earnings • May 09First quarter 2025 earnings released: EPS: ฿0.03 (vs ฿0.029 in 1Q 2024)First quarter 2025 results: EPS: ฿0.03 (up from ฿0.029 in 1Q 2024). Revenue: ฿155.6m (up 18% from 1Q 2024). Net income: ฿14.3m (up 9.0% from 1Q 2024). Profit margin: 9.2% (in line with 1Q 2024).
お知らせ • Apr 24Blueventure Group Public Company Limited Approves Dividend for Six Months Ended December 31, 2024, Payable on May 16, 2025BlueVenture Group Public Company Limited in its annual general meeting held on April 21, 2025 approved the dividend for six months ended December 31, 2024 (last six months of 2024) in cash at the rate of THB 0.051 per share, which is paid from the net profit after corporate income tax at the rate of 20%. The total dividend payment is THB 22,950,000. Such dividends will be paid to the shareholders of the Company whose names appear in the shareholders' register book on the record date on March 7, 2025 and set the dividend payment date on May 16, 2025.
Declared Dividend • Feb 22Final dividend increased to ฿0.051Dividend of ฿0.051 is 4.1% higher than last year. Ex-date: 6th March 2025 Payment date: 16th May 2025 Dividend yield will be 4.3%, which is higher than the industry average of 0.8%. Sustainability & Growth Dividend is covered by earnings (65% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 1.9% per year over the past 2 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 27% to shift the payout ratio to a potentially unsustainable range, which is less than the 37% EPS decline seen over the last 5 years.
お知らせ • Feb 20+ 1 more updateBlueVenture Group Public Company Limited Proposes Dividend for Operating Period from July 01, 2024 to December 31, 2024, Payable on 16 May 2025BlueVenture Group Public Company Limited at its AGM, to be held on April 21, 2025, proposed to consider and approve the allocation of net profit for the operating result of the year 2024, for Operating period from July 01, 2024 to December 31, 2024, in monetary, at the rate of THB 0.051 per share, which be paid from the net profit that subtracted 20% corporate income tax rate, totaling THB 22,950,000 in total. Such dividends payment will be paid to the shareholders whose names appear on the date for determining the list of shareholders entitled to receive dividends (Record date) on 7 March 2025 and the dividend payment is scheduled on 16 May 2025. Ex-dividend date is 06 March 2025.
Buy Or Sell Opportunity • Dec 03Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 10.0% to ฿2.86. The fair value is estimated to be ฿2.38, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has declined by 12%. Revenue is forecast to grow by 29% in 2 years. Earnings are forecast to grow by 43% in the next 2 years.
Reported Earnings • Nov 13Third quarter 2024 earnings released: EPS: ฿0.03 (vs ฿0.043 in 3Q 2023)Third quarter 2024 results: EPS: ฿0.03 (down from ฿0.043 in 3Q 2023). Revenue: ฿135.6m (up 2.2% from 3Q 2023). Net income: ฿14.5m (down 25% from 3Q 2023). Profit margin: 11% (down from 14% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Software industry in Asia.
Buy Or Sell Opportunity • Nov 11Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 42% to ฿2.98. The fair value is estimated to be ฿2.42, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.0% over the last year. Earnings per share has declined by 7.4%. Revenue is forecast to grow by 26% in 2 years. Earnings are forecast to grow by 28% in the next 2 years.
お知らせ • Oct 10Blueventure Group Public Company Limited Announces Resignation of Ekasak Tangsujaritpunt from the Position of the Director, Independent Director and Member of Audit CommitteeBlueVenture Group Public Company Limited informed that Mr. Ekasak Tangsujaritpunt who holds the position of Director, Independent director and member of the Audit committee resigned from the position due to his time limitation, effective from October 10, 2024, onwards. Therefore, the Company will proceed for the process of selection and nomination of suitable and appropriate candidate to replace the resigned director and will further notify the Stock Exchange of Thailand and the investors once the new director is appointed.
Valuation Update With 7 Day Price Move • Oct 02Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ฿3.56, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 28x in the Software industry in Asia. Total loss to shareholders of 21% over the past year.
Valuation Update With 7 Day Price Move • Sep 10Investor sentiment improves as stock rises 34%After last week's 34% share price gain to ฿3.52, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 23x in the Software industry in Asia. Total loss to shareholders of 31% over the past year.
Buy Or Sell Opportunity • Sep 10Now 41% overvalued after recent price riseOver the last 90 days, the stock has risen 16% to ฿3.52. The fair value is estimated to be ฿2.50, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.0% over the last year. Earnings per share has declined by 7.4%. Revenue is forecast to grow by 26% in 2 years. Earnings are forecast to grow by 28% in the next 2 years.
Declared Dividend • Aug 10First half dividend increased to ฿0.034Dividend of ฿0.034 is 26% higher than last year. Ex-date: 21st August 2024 Payment date: 6th September 2024 Dividend yield will be 3.9%, which is higher than the industry average of 0.8%. Sustainability & Growth Dividend is covered by earnings (37% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years. EPS is expected to grow by 42% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Aug 09Second quarter 2024 earnings released: EPS: ฿0.02 (vs ฿0.031 in 2Q 2023)Second quarter 2024 results: EPS: ฿0.02 (down from ฿0.031 in 2Q 2023). Revenue: ฿126.4m (up 2.5% from 2Q 2023). Net income: ฿10.8m (down 22% from 2Q 2023). Profit margin: 8.6% (down from 11% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Software industry in Asia.
お知らせ • Aug 08BlueVenture Group Public Company Limited Approves Interim Cash Dividend for the Period from January 1, 2024 to June 30, 2024, Payable on September 6, 2024BlueVenture Group Public Company Limited approved interim cash dividend of THB 0.034 per share For the period from January 1, 2024 to June 30, 2024. Payment date is September 6, 2024. Ex-dividend date is August 21, 2024. Record date for the right to receive dividends is August 22, 2024.
New Risk • Aug 06New 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 9.6% 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 (9.6% average weekly change). High level of non-cash earnings (39% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Market cap is less than US$100m (฿1.06b market cap, or US$30.0m).
Buy Or Sell Opportunity • Jul 31Now 21% overvaluedOver the last 90 days, the stock has fallen 44% to ฿2.66. The fair value is estimated to be ฿2.20, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last year. Earnings per share has declined by 11%. Revenue is forecast to grow by 23% in 2 years. Earnings are forecast to grow by 19% in the next 2 years.
Buy Or Sell Opportunity • Jul 05Now 21% overvaluedOver the last 90 days, the stock has fallen 49% to ฿2.68. The fair value is estimated to be ฿2.21, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last year. Earnings per share has declined by 11%. Revenue is forecast to grow by 23% in 2 years. Earnings are forecast to grow by 19% in the next 2 years.
Valuation Update With 7 Day Price Move • Jul 03Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ฿2.50, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 25x in the Software industry in Asia. Total loss to shareholders of 63% over the past year.
Valuation Update With 7 Day Price Move • Jun 04Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to ฿3.38, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 24x in the Software industry in Asia. Total loss to shareholders of 61% over the past year.
New Risk • May 30New minor risk - Dividend sustainabilityThe company has a short dividend paying track record. Continuous dividend paying years: 1 Dividend yield: 2.2% This is considered a minor risk. For dividend focussed investors, companies that have not established a long-term track record of consistently maintaining or growing dividends are less attractive than those companies that have a long track record. Those that have a long track record have proven their underlying business is stable enough to consistently maintain or grow the dividend and that the company considers maintaining the dividend to be one of its priorities. 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: Major Risk Share price has been highly volatile over the past 3 months (11% average weekly change). Minor Risks Short dividend paying track record (1 year of continuous dividend payments). Market cap is less than US$100m (฿1.57b market cap, or US$42.7m).
Valuation Update With 7 Day Price Move • May 14Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ฿4.26, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 24x in the Software industry in Asia. Total loss to shareholders of 40% over the past year.
New Risk • May 10New 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 10% 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 (10% average weekly change). Minor Risk Market cap is less than US$100m (฿2.02b market cap, or US$54.9m).
お知らせ • Apr 27+ 1 more updateBlueVenture Group Public Company Limited Approves Dividend for the Year Ended 31 December 2023, Payable on 15 May 2024BlueVenture Group Public Company Limited at the Annual General Meeting held on April 25, 2024 approved the allocation of net profit for the operating result of the year 2023, ending 31 December 2023, as a legal reserve in the amount of THB 3,000,000, representing a rate of not less than 5% of the annual net profit after accumulated losses (Separate financial statements) and consider paying dividends for the operating results of the year 2023, in the last 6 months of 2023, in cash at the rate of THB 0.049 per share, which is paid from the net profit after corporate income tax at the rate of 20%. The total dividend payment is THB 22,050,000, which is equivalent to 42% of net profit after tax and all types of reserves as required by law. This dividend payment is in line with the Company's dividend payment policy. Such dividends will be paid to the shareholders of the Company whose names appear in the shareholders' register book on the record date of 12 March 2024 and set the dividend payment date on 15 May 2024.
Valuation Update With 7 Day Price Move • Mar 21Investor sentiment improves as stock rises 22%After last week's 22% share price gain to ฿5.75, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 26x in the Software industry in Asia. Total loss to shareholders of 19% over the past year.
お知らせ • Mar 13Blueventure Group Public Company Limited Announces Demise of Singha Nikornpun, Chairman of the Board, Independent Director and Member of Audit CommitteeBlueVenture Group Public Company Limited announced that Mr. Singha Nikornpun, Chairman of the board, Independent Director and member of Audit Committee passed away on March 12, 2024.
Upcoming Dividend • Mar 04Upcoming dividend of ฿0.049 per shareEligible shareholders must have bought the stock before 11 March 2024. Payment date: 15 May 2024. Payout ratio is a comfortable 47% and this is well supported by cash flows. Trailing yield: 1.3%. Lower than top quartile of Thai dividend payers (6.3%). Higher than average of industry peers (0.9%).
お知らせ • Feb 28BlueVenture Group Public Company Limited Proposes Dividend Payment for the Year 2023, Payable on 15 May 2024BlueVenture Group Public Company Limited at its board meeting held on 23 February 2024 approved to propose to the Annual General Meeting of Shareholders to consider and approve dividend payment for the operating results of the year 2023, during the last 6 months of 2023, in monetary, at the rate of THB 0.049 per share, which be paid from the net profit that subtracted 20% corporate income tax rate, totaling THB 22,050,000 in total, representing 42% of net profit after tax and all types of reserves as required by law. Such dividends payment will be paid to the shareholders whose names appear on the date for determining the list of shareholders entitled to receive dividends (Record date) on 12 March 2024 and the dividend payment is scheduled on 15 May 2024.
Reported Earnings • Feb 28Full year 2023 earnings: EPS in line with expectations, revenues disappointFull year 2023 results: EPS: ฿0.16 (up from ฿0.15 in FY 2022). Revenue: ฿525.0m (up 20% from FY 2022). Net income: ฿69.1m (up 28% from FY 2022). Profit margin: 13% (in line with FY 2022). Revenue is forecast to grow 15% p.a. on average during the next 2 years, compared to a 19% growth forecast for the Software industry in Asia.
お知らせ • Feb 27BlueVenture Group Public Company Limited, Annual General Meeting, Apr 25, 2024BlueVenture Group Public Company Limited, Annual General Meeting, Apr 25, 2024, at 10:00 SE Asia Standard Time. Location: Victor Club Meeting Room, Sathorn Square Building, 8th Floor North Sathorn Road, Silom Subdistrict, Bang Rak District, Bangkok Bangkok Thailand Agenda: To consider adopting the Minutes of the Annual General Meeting of Shareholders No.1; to acknowledge the Company's operating results of the year 2023; to consider and approve the financial statements for the year 2023, ending 31 December 2023; and to consider other matters.
Reported Earnings • Nov 14Third quarter 2023 earnings released: EPS: ฿0.04 (vs ฿0.051 in 3Q 2022)Third quarter 2023 results: EPS: ฿0.04. Revenue: ฿134.8m (up 18% from 3Q 2022). Net income: ฿19.2m (up 4.6% from 3Q 2022). Profit margin: 14% (down from 16% in 3Q 2022). The decrease in margin was driven by higher expenses.
Upcoming Dividend • Aug 16Upcoming dividend of ฿0.027 per share at 1.5% yieldEligible shareholders must have bought the stock before 23 August 2023. Payment date: 08 September 2023. Payout ratio is a comfortable 27% but the company is not cash flow positive. Trailing yield: 1.5%. Lower than top quartile of Thai dividend payers (6.4%). Higher than average of industry peers (0.8%).
お知らせ • Aug 11BlueVenture Group Public Company Limited Approves Interim Cash Dividend for the Period from January 1, 2023 to June 30, 2023, Payable on September 8, 2023BlueVenture Group Public Company Limited approved interim cash dividend of THB 0.027 per share For the period from January 1, 2023 to June 30, 2023. Payment date is September 8, 2023. Ex-dividend date is August 23, 2023. Record date for the right to receive dividends is August 24, 2023.
Reported Earnings • Aug 11Second quarter 2023 earnings released: EPS: ฿0.03 (vs ฿0.043 in 2Q 2022)Second quarter 2023 results: EPS: ฿0.03 (down from ฿0.043 in 2Q 2022). Revenue: ฿127.2m (up 22% from 2Q 2022). Net income: ฿13.8m (down 9.7% from 2Q 2022). Profit margin: 11% (down from 15% in 2Q 2022). The decrease in margin was driven by higher expenses.
お知らせ • Aug 10Blueventure Group Public Company Limited Announces Appointment of Investment Committee and the Information Technology CommitteeBlueVenture Group Public Company Limited announced that the Board of Directors meeting held on August 9, 2023 passed the resolution to approve the appointment of the sub-Committees which are the Investment Committee and the Information Technology Committee. The appointment is effective on August 9, 2023 onwards and the details are as follows: The Investment Committee: Mr. Udomkarn Udomsab, Chairman of the Investment Committee; Mr. Sarun Chookhiatti and Mr. Oran Vongsuraphichet as Members of the Investment Committee. The Information Technology Committee: Mrs. Sopa Kanjanarintr, Chairman of the Information Technology Committee; Mr. Oran Vongsuraphichet and Mrs. Nawarat Wongthitirat as Members of the Information Technology Committee.
Valuation Update With 7 Day Price Move • Aug 07Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to ฿5.75, the stock trades at a trailing P/E ratio of 43.1x. Average trailing P/E is 32x in the Software industry in Asia.
New Risk • Jun 28New 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 8.6% 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 (8.6% average weekly change). Earnings have declined by 10.0% per year over the past 5 years. High level of non-cash earnings (95% accrual ratio). Minor Risk Market cap is less than US$100m (฿2.93b market cap, or US$82.1m).
Valuation Update With 7 Day Price Move • Jun 26Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to ฿7.45, the stock trades at a trailing P/E ratio of 55.8x. Average trailing P/E is 34x in the Software industry in Asia.
Valuation Update With 7 Day Price Move • Jun 02Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ฿8.75, the stock trades at a trailing P/E ratio of 65.6x. Average trailing P/E is 31x in the Software industry in Asia.
Valuation Update With 7 Day Price Move • Mar 08Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ฿7.90, the stock trades at a trailing P/E ratio of 65.8x. Average trailing P/E is 33x in the Software industry in Asia.