View Future GrowthI&I Group 過去の業績過去 基準チェック /06I&I Groupの収益は年間平均-58.9%の割合で減少していますが、 IT業界の収益は年間 増加しています。収益は年間2.1% 8.8%割合で 増加しています。主要情報-58.86%収益成長率-58.03%EPS成長率IT 業界の成長12.71%収益成長率8.83%株主資本利益率-163.39%ネット・マージン-50.48%前回の決算情報31 Dec 2025最近の業績更新Reported Earnings • Aug 15Second quarter 2025 earnings released: ฿0.32 loss per share (vs ฿0.24 loss in 2Q 2024)Second quarter 2025 results: ฿0.32 loss per share (further deteriorated from ฿0.24 loss in 2Q 2024). Revenue: ฿162.0m (down 40% from 2Q 2024). Net loss: ฿38.6m (loss widened 46% from 2Q 2024).Reported Earnings • May 16First quarter 2025 earnings released: ฿0.83 loss per share (vs ฿0.24 loss in 1Q 2024)First quarter 2025 results: ฿0.83 loss per share (further deteriorated from ฿0.24 loss in 1Q 2024). Revenue: ฿230.2m (down 9.9% from 1Q 2024). Net loss: ฿100.0m (loss widened 277% from 1Q 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 18 percentage points per year, which is a significant difference in performance.Reported Earnings • Feb 28Full year 2024 earnings released: ฿0.45 loss per share (vs ฿2.89 loss in FY 2023)Full year 2024 results: ฿0.45 loss per share (improved from ฿2.89 loss in FY 2023). Revenue: ฿1.10b (up 16% from FY 2023). Net loss: ฿49.3m (loss narrowed 84% from FY 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 42 percentage points per year, which is a significant difference in performance.Reported Earnings • Aug 15Second quarter 2024 earnings released: ฿0.24 loss per share (vs ฿0.50 loss in 2Q 2023)Second quarter 2024 results: ฿0.24 loss per share (improved from ฿0.50 loss in 2Q 2023). Revenue: ฿271.7m (up 28% from 2Q 2023). Net loss: ฿26.5m (loss narrowed 51% from 2Q 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 66 percentage points per year, which is a significant difference in performance.Reported Earnings • May 15First quarter 2024 earnings released: ฿0.24 loss per share (vs ฿0.31 loss in 1Q 2023)First quarter 2024 results: ฿0.24 loss per share (improved from ฿0.31 loss in 1Q 2023). Revenue: ฿255.5m (flat on 1Q 2023). Net loss: ฿26.5m (loss narrowed 21% from 1Q 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 72 percentage points per year, which is a significant difference in performance.Reported Earnings • Feb 28Full year 2023 earnings released: ฿2.89 loss per share (vs ฿0.83 profit in FY 2022)Full year 2023 results: ฿2.89 loss per share (down from ฿0.83 profit in FY 2022). Revenue: ฿948.6m (down 1.1% from FY 2022). Net loss: ฿313.5m (down 475% from profit in FY 2022). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 57 percentage points per year, which is a significant difference in performance.すべての更新を表示Recent updatesお知らせ • Feb 27I&I Group Public Company Limited, Annual General Meeting, Apr 29, 2026I&I Group Public Company Limited, Annual General Meeting, Apr 29, 2026, at 14:00 SE Asia Standard Time.Reported Earnings • Aug 15Second quarter 2025 earnings released: ฿0.32 loss per share (vs ฿0.24 loss in 2Q 2024)Second quarter 2025 results: ฿0.32 loss per share (further deteriorated from ฿0.24 loss in 2Q 2024). Revenue: ฿162.0m (down 40% from 2Q 2024). Net loss: ฿38.6m (loss widened 46% from 2Q 2024).Reported Earnings • May 16First quarter 2025 earnings released: ฿0.83 loss per share (vs ฿0.24 loss in 1Q 2024)First quarter 2025 results: ฿0.83 loss per share (further deteriorated from ฿0.24 loss in 1Q 2024). Revenue: ฿230.2m (down 9.9% from 1Q 2024). Net loss: ฿100.0m (loss widened 277% from 1Q 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 18 percentage points per year, which is a significant difference in performance.New Risk • Apr 16New 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 7.7% 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 Risks Earnings have declined by 59% per year over the past 5 years. Market cap is less than US$10m (฿288.5m market cap, or US$8.68m). Minor Risk Share price has been volatile over the past 3 months (7.7% average weekly change).New Risk • Apr 04New major risk - Market cap sizeThe company's market capitalization is less than US$10m. Market cap: ฿339.4m (US$9.92m) This is considered a major risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Earnings have declined by 59% per year over the past 5 years. Market cap is less than US$10m (฿339.4m market cap, or US$9.92m).Reported Earnings • Feb 28Full year 2024 earnings released: ฿0.45 loss per share (vs ฿2.89 loss in FY 2023)Full year 2024 results: ฿0.45 loss per share (improved from ฿2.89 loss in FY 2023). Revenue: ฿1.10b (up 16% from FY 2023). Net loss: ฿49.3m (loss narrowed 84% from FY 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 42 percentage points per year, which is a significant difference in performance.お知らせ • Feb 27I&I Group Public Company Limited, Annual General Meeting, Apr 29, 2025I&I Group Public Company Limited, Annual General Meeting, Apr 29, 2025, at 14:00 SE Asia Standard Time. Location: e-shareholder meeting, Thailandお知らせ • Dec 26I&I Group Public Company Limited announced that it expects to receive THB 200 million in funding from Sycamore Capital SPCI&I Group Public Company Limited announced a private placement of senior unsecured convertible debentures for the gross proceeds of not exceeding THB 200,000,000 on December 24, 2024. The debentures will be issued in 2 tranches; tranche 1 with not more than THB 100,000,000 convertible debentures and tranche 2 with not more than THB 100,000,000 convertible debentures. The transaction will include investor participation from Sycamore Capital SPC. The debentures carry zero coupon rate and will mature on not more than 6 years after the issuance date of the first Tranche. The debentures are fully convertible into 46,074,650 shares at a conversion price of not lower than 90% of the market price from every day until the close of business hours 1 week prior to the convertible debenture maturity date. The transaction has been approved by the board of directors of the company and is subject to the approval from the shareholders of the company at the extraordinary general meeting of shareholders. The debentures are restricted to a hold period for 4 month.お知らせ • Dec 19I&I Group Public Company Limited has completed a Follow-on Equity Offering in the amount of THB 59.302878 million.I&I Group Public Company Limited has completed a Follow-on Equity Offering in the amount of THB 59.302878 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 6,172,424 Price\Range: THB 4.9 Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 700,000 Price\Range: THB 4.5 Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 1,200,000 Price\Range: THB 5.63 Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 2,800,000 Price\Range: THB 6.84 Transaction Features: Subsequent Direct ListingNew Risk • Nov 21New minor risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow. Free cash flow: -฿69m This is considered a minor risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (14% average weekly change). Earnings have declined by 61% per year over the past 5 years. Minor Risks Less than 1 year of cash runway based on current free cash flow (-฿69m). Shareholders have been diluted in the past year (4.3% increase in shares outstanding). Market cap is less than US$100m (฿578.5m market cap, or US$16.7m).New Risk • Oct 01New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 4.3% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (14% average weekly change). Earnings have declined by 61% per year over the past 5 years. Minor Risks Shareholders have been diluted in the past year (4.3% increase in shares outstanding). Market cap is less than US$100m (฿816.7m market cap, or US$25.2m).Reported Earnings • Aug 15Second quarter 2024 earnings released: ฿0.24 loss per share (vs ฿0.50 loss in 2Q 2023)Second quarter 2024 results: ฿0.24 loss per share (improved from ฿0.50 loss in 2Q 2023). Revenue: ฿271.7m (up 28% from 2Q 2023). Net loss: ฿26.5m (loss narrowed 51% from 2Q 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 66 percentage points per year, which is a significant difference in performance.Reported Earnings • May 15First quarter 2024 earnings released: ฿0.24 loss per share (vs ฿0.31 loss in 1Q 2023)First quarter 2024 results: ฿0.24 loss per share (improved from ฿0.31 loss in 1Q 2023). Revenue: ฿255.5m (flat on 1Q 2023). Net loss: ฿26.5m (loss narrowed 21% from 1Q 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 72 percentage points per year, which is a significant difference in performance.お知らせ • Mar 15I&I Group Public Company Limited Announces Executive ChangesI&I Group Public Company Limited announced termination of Miss Budsabong Pansawadi as Chief Accountant. Position of Chief Accountant is Accounting Manager (Acting). Effective Date of Termination is March 14, 2024. The also announced appointment of Miss Wirongrong Pomchaiya as Chief Accountant. Position of Chief Accountant is Accounting Manager. Effective Date of Appointment is March 14, 2024.お知らせ • Feb 28+ 1 more updateI&I Group Public Company Limited announced that it expects to receive THB 5.436212 million in fundingI&I Group Public Company Limited announced a private placement of 10,872,424 shares at a price of THB 0.50 per share for the gross proceeds of THB 5,436,212 on February 26, 2024. The transaction has been approved by the shareholders of the company.Reported Earnings • Feb 28Full year 2023 earnings released: ฿2.89 loss per share (vs ฿0.83 profit in FY 2022)Full year 2023 results: ฿2.89 loss per share (down from ฿0.83 profit in FY 2022). Revenue: ฿948.6m (down 1.1% from FY 2022). Net loss: ฿313.5m (down 475% from profit in FY 2022). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 57 percentage points per year, which is a significant difference in performance.お知らせ • Feb 01I&I Group Public Company Limited Announces Change of Chief AccountantI&I Group Public Company Limited announced the termination of Wangarayathum Pathomporn as Accounting Manager, effective January 31, 2024. The company also announced the appointment of Pansawadi Budsabong as Accounting Manager (Acting), Effective February 1, 2024.お知らせ • Jan 24I&I Group Public Company Limited Announces Management ChangesI&I Group Company Limited announced meeting of the Board of Directors held on 24 January 2024. The approval of the appointment of Mr. Ekatip Tippavang as an independent director, audit committee member, and chairman of the audit committee, replacing Mr. Paiboon Kujareevanich, who resigned. This appointment shall be effective from 24 January 2024 onwards.お知らせ • Jan 02I&I Group Public Company Limited Announces CFO ChangesI&I Group Public Company Limited announced the termination of Mr. Somchai Mekasuvanroj as Chief Financial Officer (Acting), effective from December 31, 2023 and the appointment of Miss Budsabong Pansawadi as CFO, effective from January 1, 2024.お知らせ • Nov 30I&I Group Public Company Limited Announces Resignation of Mr. Paiboon Kujareevanich as Independent Director and Chairman of the Audit CommitteeI&I Group Public Company Limited informed that Mr. Paiboon Kujareevanich has resigned from the position of Independent Director, Chairman of the Audit Committee of the Company withthe reason of resignation being the engagement in other business. The resignation will be effective from November 30, 2023 onwards. The Board of Directors is seeking a qualified person to replace the vacant director position.Reported Earnings • Nov 14Third quarter 2023 earnings released: ฿0.51 loss per share (vs ฿0.18 profit in 3Q 2022)Third quarter 2023 results: ฿0.51 loss per share (down from ฿0.18 profit in 3Q 2022). Revenue: ฿246.3m (down 1.5% from 3Q 2022). Net loss: ฿54.9m (down 407% from profit in 3Q 2022). Revenue is forecast to grow 42% p.a. on average during the next 2 years, compared to a 21% growth forecast for the IT industry in Thailand. Over the last 3 years on average, earnings per share has fallen by 54% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings.Reported Earnings • Aug 17Second quarter 2023 earnings released: ฿0.50 loss per share (vs ฿0.24 profit in 2Q 2022)Second quarter 2023 results: ฿0.50 loss per share (down from ฿0.24 profit in 2Q 2022). Revenue: ฿212.2m (down 9.8% from 2Q 2022). Net loss: ฿53.9m (down 327% from profit in 2Q 2022). Revenue is forecast to grow 25% p.a. on average during the next 3 years, compared to a 23% growth forecast for the IT industry in Thailand. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.お知らせ • Aug 03+ 1 more updateI&I Group Public Company Limited Announces Executive ChangesI&I Group Public Company Limited announced the termination of Miss Napatsavarn Satthaboon as Chief Accountant of the company with effect from July 31, 2023. Position of Chief Accountant: Accounting Manager (Acting). The company also announced the appointment of Mr. Pathomporn Wangarayathum as Chief Accountant of the company with effect from August 2, 2023. Position of Chief Accountant: Accounting Manager.New Risk • Jul 20New 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 9.8% 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 (9.8% average weekly change). Minor Risks Paying a dividend despite having no free cash flows. Profit margins are more than 30% lower than last year (2.3% net profit margin). Shareholders have been diluted in the past year (8.7% increase in shares outstanding). Market cap is less than US$100m (฿1.76b market cap, or US$51.8m).Reported Earnings • May 18First quarter 2023 earnings released: ฿0.31 loss per share (vs ฿0.28 profit in 1Q 2022)First quarter 2023 results: ฿0.31 loss per share (down from ฿0.28 profit in 1Q 2022). Revenue: ฿253.2m (up 14% from 1Q 2022). Net loss: ฿33.4m (down 222% from profit in 1Q 2022). Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 37% growth forecast for the IT industry in Thailand.Valuation Update With 7 Day Price Move • May 15Investor sentiment deteriorates as stock falls 26%After last week's 26% share price decline to ฿22.50, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 16x in the IT industry in Thailand. Total loss to shareholders of 33% over the past year.Price Target Changed • Jan 26Price target decreased by 9.1% to ฿52.75Down from ฿58.00, the current price target is provided by 1 analyst. New target price is 36% above last closing price of ฿38.75. Stock is up 3.3% over the past year. The company posted earnings per share of ฿0.79 last year.お知らせ • Jan 05I&I Group Public Company Limited Announces Changing of Chief AccountantI&I Group Public Company Limited announced the termination of Mr. Nutchawat Prinyawattananan as Chief Accountant and Accounting Manager. Effective Date of Termination: December 31, 2022 and also announced the appointment of Mr. Jirawut Taneerananon as Chief Accountant and Accounting Manager. Effective Date of Appointment: January 03, 2023.Major Estimate Revision • Nov 26Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 revenue forecast increased from ฿925.0m to ฿952.0m. EPS estimate fell from ฿1.09 to ฿0.98 per share. Net income forecast to grow 36% next year vs 29% growth forecast for IT industry in Thailand. Consensus price target down from ฿58.00 to ฿55.00. Share price was steady at ฿37.25 over the past week.Price Target Changed • Nov 16Price target increased to ฿58.00Up from ฿50.00, the current price target is provided by 1 analyst. New target price is 42% above last closing price of ฿40.75. Stock is up 0.6% over the past year. The company is forecast to post earnings per share of ฿1.09 for next year compared to ฿0.79 last year.Board Change • Nov 16No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. No highly experienced directors. No independent directors (7 non-independent directors). Director Paiboon Kujareevanich was the last director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.Reported Earnings • Nov 13Third quarter 2022 earnings released: EPS: ฿0.18 (vs ฿0.24 in 3Q 2021)Third quarter 2022 results: EPS: ฿0.18 (down from ฿0.24 in 3Q 2021). Revenue: ฿250.1m (up 44% from 3Q 2021). Net income: ฿17.9m (down 26% from 3Q 2021). Profit margin: 7.2% (down from 14% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 34% p.a. on average during the next 3 years, compared to a 29% growth forecast for the IT industry in Thailand.Valuation Update With 7 Day Price Move • Aug 22Investor sentiment improved over the past weekAfter last week's 16% share price gain to ฿48.00, the stock trades at a forward P/E ratio of 39x. Average forward P/E is 29x in the IT industry in Thailand. Total returns to shareholders of 77% over the past year.Reported Earnings • Aug 16Second quarter 2022 earnings released: EPS: ฿0.24 (vs ฿0.21 in 2Q 2021)Second quarter 2022 results: EPS: ฿0.24 (up from ฿0.21 in 2Q 2021). Revenue: ฿235.2m (up 39% from 2Q 2021). Net income: ฿23.8m (up 14% from 2Q 2021). Profit margin: 10% (down from 12% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 17%, compared to a 43% growth forecast for the IT industry in Thailand.Valuation Update With 7 Day Price Move • May 19Investor sentiment improved over the past weekAfter last week's 26% share price gain to ฿40.25, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 46x in the IT industry in Thailand. Total returns to shareholders of 57% over the past year.Board Change • Apr 27No independent directorsThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 8 experienced directors. No highly experienced directors. No independent directors (9 non-independent directors). CFO & Authorized Director Kaewalin Lasavanich was the last director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.Valuation Update With 7 Day Price Move • Jan 24Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to ฿40.00, the stock trades at a forward P/E ratio of 38x. Average forward P/E is 49x in the IT industry in Thailand. Total returns to shareholders of 49% over the past year.Valuation Update With 7 Day Price Move • Jan 04Investor sentiment improved over the past weekAfter last week's 20% share price gain to ฿57.75, the stock trades at a forward P/E ratio of 55x. Average forward P/E is 52x in the IT industry in Thailand. Total returns to shareholders of 137% over the past year.Reported Earnings • Nov 17Third quarter 2021 earnings released: EPS ฿0.24 (vs ฿0.18 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: ฿173.8m (up 15% from 3Q 2020). Net income: ฿24.3m (up 50% from 3Q 2020). Profit margin: 14% (up from 11% in 3Q 2020). The increase in margin was driven by higher revenue.Valuation Update With 7 Day Price Move • Oct 21Investor sentiment improved over the past weekAfter last week's 16% share price gain to ฿39.50, the stock trades at a forward P/E ratio of 44x. Average forward P/E is 39x in the IT industry in Thailand. Total returns to shareholders of 102% over the past year.Valuation Update With 7 Day Price Move • Sep 21Investor sentiment improved over the past weekAfter last week's 21% share price gain to ฿33.00, the stock trades at a forward P/E ratio of 36x. Average forward P/E is 27x in the IT industry in Asia. Total returns to shareholders of 44% over the past year.Reported Earnings • Aug 15Second quarter 2021 earnings released: EPS ฿0.21 (vs ฿0.14 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: ฿168.9m (up 36% from 2Q 2020). Net income: ฿20.8m (up 99% from 2Q 2020). Profit margin: 12% (up from 8.4% in 2Q 2020). The increase in margin was driven by higher revenue.Reported Earnings • May 16First quarter 2021 earnings released: EPS ฿0.11 (vs ฿0.14 in 1Q 2020)The company reported a solid first quarter result with improved earnings and revenues, although profit margins were weaker. First quarter 2021 results: Revenue: ฿151.9m (up 38% from 1Q 2020). Net income: ฿11.4m (up 11% from 1Q 2020). Profit margin: 7.5% (down from 9.3% in 1Q 2020). The decrease in margin was driven by higher expenses.Is New 90 Day High Low • Mar 12New 90-day high: ฿27.25The company is up 17% from its price of ฿23.20 on 09 December 2020. The Thai market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the IT industry, which is up 16% over the same period.Valuation Update With 7 Day Price Move • Mar 12Investor sentiment improved over the past weekAfter last week's 16% share price gain to ฿27.25, the stock is trading at a trailing P/E ratio of 37x, up from the previous P/E ratio of 31.9x. This compares to an average P/E of 14x in the IT industry in Thailand.Reported Earnings • Mar 02Full year 2020 earnings released: EPS ฿0.74 (vs ฿0.92 in FY 2019)The company reported a solid full year result with improved earnings and revenues, although profit margins were flat. Full year 2020 results: Revenue: ฿553.1m (up 40% from FY 2019). Net income: ฿62.8m (up 36% from FY 2019). Profit margin: 11% (in line with FY 2019).Analyst Estimate Surprise Post Earnings • Mar 02Revenue and earnings beat expectationsRevenue exceeded analyst estimates by 5.4%. Earnings per share (EPS) also surpassed analyst estimates by 17%. Over the next year, revenue is forecast to grow 21%, compared to a 14% growth forecast for the IT industry in Thailand.Is New 90 Day High Low • Jan 25New 90-day high: ฿27.00The company is up 43% from its price of ฿18.90 on 27 October 2020. The Thai market is up 24% over the last 90 days, indicating the company outperformed over that time. It also outperformed the IT industry, which is up 6.0% over the same period.Valuation Update With 7 Day Price Move • Dec 02Market bids up stock over the past weekAfter last week's 27% share price gain to ฿24.80, the stock is trading at a trailing P/E ratio of 31.8x, up from the previous P/E ratio of 25.2x. This compares to an average P/E of 13x in the IT industry in Thailand.Is New 90 Day High Low • Dec 02New 90-day high: ฿24.80The company is up 49% from its price of ฿16.60 on 03 September 2020. The Thai market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the IT industry, which is up 2.0% over the same period.収支内訳I&I Group の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史SET:IIG 収益、費用、利益 ( )THB Millions日付収益収益G+A経費研究開発費31 Dec 25769-388257030 Sep 25859-182230030 Jun 25966-135209031 Mar 251,075-123207031 Dec 241,101-49197030 Sep 241,051-224288030 Jun 241,010-279299031 Mar 24951-307288031 Dec 23949-313287030 Sep 23963-128169030 Jun 23967-55149031 Mar 2399023138031 Dec 2295984115030 Sep 2290392111030 Jun 228279899031 Mar 227619597031 Dec 216907996030 Sep 216638294030 Jun 216407495031 Mar 215956492031 Dec 205536390030 Sep 205296090030 Jun 204855988031 Mar 204545582031 Dec 193964668030 Sep 193223755031 Dec 182041829031 Dec 171671121031 Dec 1668117031 Dec 1580-12140質の高い収益: IIGは現在利益が出ていません。利益率の向上: IIGは現在利益が出ていません。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: IIGは利益が出ておらず、過去 5 年間で損失は年間58.9%の割合で増加しています。成長の加速: IIGの過去 1 年間の収益成長を 5 年間の平均と比較することはできません。現在は利益が出ていないためです。収益対業界: IIGは利益が出ていないため、過去 1 年間の収益成長をIT業界 ( -0.1% ) と比較することは困難です。株主資本利益率高いROE: IIGは現在利益が出ていないため、自己資本利益率 ( -163.39% ) はマイナスです。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YSoftware 、過去の業績が好調な企業。View Financial Health企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/18 23:10終値2026/05/18 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I&I 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Supachai WattanavitheskulYuanta Securities (Thailand) Company Limited
Reported Earnings • Aug 15Second quarter 2025 earnings released: ฿0.32 loss per share (vs ฿0.24 loss in 2Q 2024)Second quarter 2025 results: ฿0.32 loss per share (further deteriorated from ฿0.24 loss in 2Q 2024). Revenue: ฿162.0m (down 40% from 2Q 2024). Net loss: ฿38.6m (loss widened 46% from 2Q 2024).
Reported Earnings • May 16First quarter 2025 earnings released: ฿0.83 loss per share (vs ฿0.24 loss in 1Q 2024)First quarter 2025 results: ฿0.83 loss per share (further deteriorated from ฿0.24 loss in 1Q 2024). Revenue: ฿230.2m (down 9.9% from 1Q 2024). Net loss: ฿100.0m (loss widened 277% from 1Q 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 18 percentage points per year, which is a significant difference in performance.
Reported Earnings • Feb 28Full year 2024 earnings released: ฿0.45 loss per share (vs ฿2.89 loss in FY 2023)Full year 2024 results: ฿0.45 loss per share (improved from ฿2.89 loss in FY 2023). Revenue: ฿1.10b (up 16% from FY 2023). Net loss: ฿49.3m (loss narrowed 84% from FY 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 42 percentage points per year, which is a significant difference in performance.
Reported Earnings • Aug 15Second quarter 2024 earnings released: ฿0.24 loss per share (vs ฿0.50 loss in 2Q 2023)Second quarter 2024 results: ฿0.24 loss per share (improved from ฿0.50 loss in 2Q 2023). Revenue: ฿271.7m (up 28% from 2Q 2023). Net loss: ฿26.5m (loss narrowed 51% from 2Q 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 66 percentage points per year, which is a significant difference in performance.
Reported Earnings • May 15First quarter 2024 earnings released: ฿0.24 loss per share (vs ฿0.31 loss in 1Q 2023)First quarter 2024 results: ฿0.24 loss per share (improved from ฿0.31 loss in 1Q 2023). Revenue: ฿255.5m (flat on 1Q 2023). Net loss: ฿26.5m (loss narrowed 21% from 1Q 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 72 percentage points per year, which is a significant difference in performance.
Reported Earnings • Feb 28Full year 2023 earnings released: ฿2.89 loss per share (vs ฿0.83 profit in FY 2022)Full year 2023 results: ฿2.89 loss per share (down from ฿0.83 profit in FY 2022). Revenue: ฿948.6m (down 1.1% from FY 2022). Net loss: ฿313.5m (down 475% from profit in FY 2022). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 57 percentage points per year, which is a significant difference in performance.
お知らせ • Feb 27I&I Group Public Company Limited, Annual General Meeting, Apr 29, 2026I&I Group Public Company Limited, Annual General Meeting, Apr 29, 2026, at 14:00 SE Asia Standard Time.
Reported Earnings • Aug 15Second quarter 2025 earnings released: ฿0.32 loss per share (vs ฿0.24 loss in 2Q 2024)Second quarter 2025 results: ฿0.32 loss per share (further deteriorated from ฿0.24 loss in 2Q 2024). Revenue: ฿162.0m (down 40% from 2Q 2024). Net loss: ฿38.6m (loss widened 46% from 2Q 2024).
Reported Earnings • May 16First quarter 2025 earnings released: ฿0.83 loss per share (vs ฿0.24 loss in 1Q 2024)First quarter 2025 results: ฿0.83 loss per share (further deteriorated from ฿0.24 loss in 1Q 2024). Revenue: ฿230.2m (down 9.9% from 1Q 2024). Net loss: ฿100.0m (loss widened 277% from 1Q 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 18 percentage points per year, which is a significant difference in performance.
New Risk • Apr 16New 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 7.7% 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 Risks Earnings have declined by 59% per year over the past 5 years. Market cap is less than US$10m (฿288.5m market cap, or US$8.68m). Minor Risk Share price has been volatile over the past 3 months (7.7% average weekly change).
New Risk • Apr 04New major risk - Market cap sizeThe company's market capitalization is less than US$10m. Market cap: ฿339.4m (US$9.92m) This is considered a major risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Earnings have declined by 59% per year over the past 5 years. Market cap is less than US$10m (฿339.4m market cap, or US$9.92m).
Reported Earnings • Feb 28Full year 2024 earnings released: ฿0.45 loss per share (vs ฿2.89 loss in FY 2023)Full year 2024 results: ฿0.45 loss per share (improved from ฿2.89 loss in FY 2023). Revenue: ฿1.10b (up 16% from FY 2023). Net loss: ฿49.3m (loss narrowed 84% from FY 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 42 percentage points per year, which is a significant difference in performance.
お知らせ • Feb 27I&I Group Public Company Limited, Annual General Meeting, Apr 29, 2025I&I Group Public Company Limited, Annual General Meeting, Apr 29, 2025, at 14:00 SE Asia Standard Time. Location: e-shareholder meeting, Thailand
お知らせ • Dec 26I&I Group Public Company Limited announced that it expects to receive THB 200 million in funding from Sycamore Capital SPCI&I Group Public Company Limited announced a private placement of senior unsecured convertible debentures for the gross proceeds of not exceeding THB 200,000,000 on December 24, 2024. The debentures will be issued in 2 tranches; tranche 1 with not more than THB 100,000,000 convertible debentures and tranche 2 with not more than THB 100,000,000 convertible debentures. The transaction will include investor participation from Sycamore Capital SPC. The debentures carry zero coupon rate and will mature on not more than 6 years after the issuance date of the first Tranche. The debentures are fully convertible into 46,074,650 shares at a conversion price of not lower than 90% of the market price from every day until the close of business hours 1 week prior to the convertible debenture maturity date. The transaction has been approved by the board of directors of the company and is subject to the approval from the shareholders of the company at the extraordinary general meeting of shareholders. The debentures are restricted to a hold period for 4 month.
お知らせ • Dec 19I&I Group Public Company Limited has completed a Follow-on Equity Offering in the amount of THB 59.302878 million.I&I Group Public Company Limited has completed a Follow-on Equity Offering in the amount of THB 59.302878 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 6,172,424 Price\Range: THB 4.9 Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 700,000 Price\Range: THB 4.5 Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 1,200,000 Price\Range: THB 5.63 Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 2,800,000 Price\Range: THB 6.84 Transaction Features: Subsequent Direct Listing
New Risk • Nov 21New minor risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow. Free cash flow: -฿69m This is considered a minor risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (14% average weekly change). Earnings have declined by 61% per year over the past 5 years. Minor Risks Less than 1 year of cash runway based on current free cash flow (-฿69m). Shareholders have been diluted in the past year (4.3% increase in shares outstanding). Market cap is less than US$100m (฿578.5m market cap, or US$16.7m).
New Risk • Oct 01New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 4.3% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (14% average weekly change). Earnings have declined by 61% per year over the past 5 years. Minor Risks Shareholders have been diluted in the past year (4.3% increase in shares outstanding). Market cap is less than US$100m (฿816.7m market cap, or US$25.2m).
Reported Earnings • Aug 15Second quarter 2024 earnings released: ฿0.24 loss per share (vs ฿0.50 loss in 2Q 2023)Second quarter 2024 results: ฿0.24 loss per share (improved from ฿0.50 loss in 2Q 2023). Revenue: ฿271.7m (up 28% from 2Q 2023). Net loss: ฿26.5m (loss narrowed 51% from 2Q 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 66 percentage points per year, which is a significant difference in performance.
Reported Earnings • May 15First quarter 2024 earnings released: ฿0.24 loss per share (vs ฿0.31 loss in 1Q 2023)First quarter 2024 results: ฿0.24 loss per share (improved from ฿0.31 loss in 1Q 2023). Revenue: ฿255.5m (flat on 1Q 2023). Net loss: ฿26.5m (loss narrowed 21% from 1Q 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 72 percentage points per year, which is a significant difference in performance.
お知らせ • Mar 15I&I Group Public Company Limited Announces Executive ChangesI&I Group Public Company Limited announced termination of Miss Budsabong Pansawadi as Chief Accountant. Position of Chief Accountant is Accounting Manager (Acting). Effective Date of Termination is March 14, 2024. The also announced appointment of Miss Wirongrong Pomchaiya as Chief Accountant. Position of Chief Accountant is Accounting Manager. Effective Date of Appointment is March 14, 2024.
お知らせ • Feb 28+ 1 more updateI&I Group Public Company Limited announced that it expects to receive THB 5.436212 million in fundingI&I Group Public Company Limited announced a private placement of 10,872,424 shares at a price of THB 0.50 per share for the gross proceeds of THB 5,436,212 on February 26, 2024. The transaction has been approved by the shareholders of the company.
Reported Earnings • Feb 28Full year 2023 earnings released: ฿2.89 loss per share (vs ฿0.83 profit in FY 2022)Full year 2023 results: ฿2.89 loss per share (down from ฿0.83 profit in FY 2022). Revenue: ฿948.6m (down 1.1% from FY 2022). Net loss: ฿313.5m (down 475% from profit in FY 2022). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 57 percentage points per year, which is a significant difference in performance.
お知らせ • Feb 01I&I Group Public Company Limited Announces Change of Chief AccountantI&I Group Public Company Limited announced the termination of Wangarayathum Pathomporn as Accounting Manager, effective January 31, 2024. The company also announced the appointment of Pansawadi Budsabong as Accounting Manager (Acting), Effective February 1, 2024.
お知らせ • Jan 24I&I Group Public Company Limited Announces Management ChangesI&I Group Company Limited announced meeting of the Board of Directors held on 24 January 2024. The approval of the appointment of Mr. Ekatip Tippavang as an independent director, audit committee member, and chairman of the audit committee, replacing Mr. Paiboon Kujareevanich, who resigned. This appointment shall be effective from 24 January 2024 onwards.
お知らせ • Jan 02I&I Group Public Company Limited Announces CFO ChangesI&I Group Public Company Limited announced the termination of Mr. Somchai Mekasuvanroj as Chief Financial Officer (Acting), effective from December 31, 2023 and the appointment of Miss Budsabong Pansawadi as CFO, effective from January 1, 2024.
お知らせ • Nov 30I&I Group Public Company Limited Announces Resignation of Mr. Paiboon Kujareevanich as Independent Director and Chairman of the Audit CommitteeI&I Group Public Company Limited informed that Mr. Paiboon Kujareevanich has resigned from the position of Independent Director, Chairman of the Audit Committee of the Company withthe reason of resignation being the engagement in other business. The resignation will be effective from November 30, 2023 onwards. The Board of Directors is seeking a qualified person to replace the vacant director position.
Reported Earnings • Nov 14Third quarter 2023 earnings released: ฿0.51 loss per share (vs ฿0.18 profit in 3Q 2022)Third quarter 2023 results: ฿0.51 loss per share (down from ฿0.18 profit in 3Q 2022). Revenue: ฿246.3m (down 1.5% from 3Q 2022). Net loss: ฿54.9m (down 407% from profit in 3Q 2022). Revenue is forecast to grow 42% p.a. on average during the next 2 years, compared to a 21% growth forecast for the IT industry in Thailand. Over the last 3 years on average, earnings per share has fallen by 54% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings.
Reported Earnings • Aug 17Second quarter 2023 earnings released: ฿0.50 loss per share (vs ฿0.24 profit in 2Q 2022)Second quarter 2023 results: ฿0.50 loss per share (down from ฿0.24 profit in 2Q 2022). Revenue: ฿212.2m (down 9.8% from 2Q 2022). Net loss: ฿53.9m (down 327% from profit in 2Q 2022). Revenue is forecast to grow 25% p.a. on average during the next 3 years, compared to a 23% growth forecast for the IT industry in Thailand. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.
お知らせ • Aug 03+ 1 more updateI&I Group Public Company Limited Announces Executive ChangesI&I Group Public Company Limited announced the termination of Miss Napatsavarn Satthaboon as Chief Accountant of the company with effect from July 31, 2023. Position of Chief Accountant: Accounting Manager (Acting). The company also announced the appointment of Mr. Pathomporn Wangarayathum as Chief Accountant of the company with effect from August 2, 2023. Position of Chief Accountant: Accounting Manager.
New Risk • Jul 20New 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 9.8% 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 (9.8% average weekly change). Minor Risks Paying a dividend despite having no free cash flows. Profit margins are more than 30% lower than last year (2.3% net profit margin). Shareholders have been diluted in the past year (8.7% increase in shares outstanding). Market cap is less than US$100m (฿1.76b market cap, or US$51.8m).
Reported Earnings • May 18First quarter 2023 earnings released: ฿0.31 loss per share (vs ฿0.28 profit in 1Q 2022)First quarter 2023 results: ฿0.31 loss per share (down from ฿0.28 profit in 1Q 2022). Revenue: ฿253.2m (up 14% from 1Q 2022). Net loss: ฿33.4m (down 222% from profit in 1Q 2022). Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 37% growth forecast for the IT industry in Thailand.
Valuation Update With 7 Day Price Move • May 15Investor sentiment deteriorates as stock falls 26%After last week's 26% share price decline to ฿22.50, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 16x in the IT industry in Thailand. Total loss to shareholders of 33% over the past year.
Price Target Changed • Jan 26Price target decreased by 9.1% to ฿52.75Down from ฿58.00, the current price target is provided by 1 analyst. New target price is 36% above last closing price of ฿38.75. Stock is up 3.3% over the past year. The company posted earnings per share of ฿0.79 last year.
お知らせ • Jan 05I&I Group Public Company Limited Announces Changing of Chief AccountantI&I Group Public Company Limited announced the termination of Mr. Nutchawat Prinyawattananan as Chief Accountant and Accounting Manager. Effective Date of Termination: December 31, 2022 and also announced the appointment of Mr. Jirawut Taneerananon as Chief Accountant and Accounting Manager. Effective Date of Appointment: January 03, 2023.
Major Estimate Revision • Nov 26Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 revenue forecast increased from ฿925.0m to ฿952.0m. EPS estimate fell from ฿1.09 to ฿0.98 per share. Net income forecast to grow 36% next year vs 29% growth forecast for IT industry in Thailand. Consensus price target down from ฿58.00 to ฿55.00. Share price was steady at ฿37.25 over the past week.
Price Target Changed • Nov 16Price target increased to ฿58.00Up from ฿50.00, the current price target is provided by 1 analyst. New target price is 42% above last closing price of ฿40.75. Stock is up 0.6% over the past year. The company is forecast to post earnings per share of ฿1.09 for next year compared to ฿0.79 last year.
Board Change • Nov 16No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. No highly experienced directors. No independent directors (7 non-independent directors). Director Paiboon Kujareevanich was the last director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
Reported Earnings • Nov 13Third quarter 2022 earnings released: EPS: ฿0.18 (vs ฿0.24 in 3Q 2021)Third quarter 2022 results: EPS: ฿0.18 (down from ฿0.24 in 3Q 2021). Revenue: ฿250.1m (up 44% from 3Q 2021). Net income: ฿17.9m (down 26% from 3Q 2021). Profit margin: 7.2% (down from 14% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 34% p.a. on average during the next 3 years, compared to a 29% growth forecast for the IT industry in Thailand.
Valuation Update With 7 Day Price Move • Aug 22Investor sentiment improved over the past weekAfter last week's 16% share price gain to ฿48.00, the stock trades at a forward P/E ratio of 39x. Average forward P/E is 29x in the IT industry in Thailand. Total returns to shareholders of 77% over the past year.
Reported Earnings • Aug 16Second quarter 2022 earnings released: EPS: ฿0.24 (vs ฿0.21 in 2Q 2021)Second quarter 2022 results: EPS: ฿0.24 (up from ฿0.21 in 2Q 2021). Revenue: ฿235.2m (up 39% from 2Q 2021). Net income: ฿23.8m (up 14% from 2Q 2021). Profit margin: 10% (down from 12% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 17%, compared to a 43% growth forecast for the IT industry in Thailand.
Valuation Update With 7 Day Price Move • May 19Investor sentiment improved over the past weekAfter last week's 26% share price gain to ฿40.25, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 46x in the IT industry in Thailand. Total returns to shareholders of 57% over the past year.
Board Change • Apr 27No independent directorsThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 8 experienced directors. No highly experienced directors. No independent directors (9 non-independent directors). CFO & Authorized Director Kaewalin Lasavanich was the last director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
Valuation Update With 7 Day Price Move • Jan 24Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to ฿40.00, the stock trades at a forward P/E ratio of 38x. Average forward P/E is 49x in the IT industry in Thailand. Total returns to shareholders of 49% over the past year.
Valuation Update With 7 Day Price Move • Jan 04Investor sentiment improved over the past weekAfter last week's 20% share price gain to ฿57.75, the stock trades at a forward P/E ratio of 55x. Average forward P/E is 52x in the IT industry in Thailand. Total returns to shareholders of 137% over the past year.
Reported Earnings • Nov 17Third quarter 2021 earnings released: EPS ฿0.24 (vs ฿0.18 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: ฿173.8m (up 15% from 3Q 2020). Net income: ฿24.3m (up 50% from 3Q 2020). Profit margin: 14% (up from 11% in 3Q 2020). The increase in margin was driven by higher revenue.
Valuation Update With 7 Day Price Move • Oct 21Investor sentiment improved over the past weekAfter last week's 16% share price gain to ฿39.50, the stock trades at a forward P/E ratio of 44x. Average forward P/E is 39x in the IT industry in Thailand. Total returns to shareholders of 102% over the past year.
Valuation Update With 7 Day Price Move • Sep 21Investor sentiment improved over the past weekAfter last week's 21% share price gain to ฿33.00, the stock trades at a forward P/E ratio of 36x. Average forward P/E is 27x in the IT industry in Asia. Total returns to shareholders of 44% over the past year.
Reported Earnings • Aug 15Second quarter 2021 earnings released: EPS ฿0.21 (vs ฿0.14 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: ฿168.9m (up 36% from 2Q 2020). Net income: ฿20.8m (up 99% from 2Q 2020). Profit margin: 12% (up from 8.4% in 2Q 2020). The increase in margin was driven by higher revenue.
Reported Earnings • May 16First quarter 2021 earnings released: EPS ฿0.11 (vs ฿0.14 in 1Q 2020)The company reported a solid first quarter result with improved earnings and revenues, although profit margins were weaker. First quarter 2021 results: Revenue: ฿151.9m (up 38% from 1Q 2020). Net income: ฿11.4m (up 11% from 1Q 2020). Profit margin: 7.5% (down from 9.3% in 1Q 2020). The decrease in margin was driven by higher expenses.
Is New 90 Day High Low • Mar 12New 90-day high: ฿27.25The company is up 17% from its price of ฿23.20 on 09 December 2020. The Thai market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the IT industry, which is up 16% over the same period.
Valuation Update With 7 Day Price Move • Mar 12Investor sentiment improved over the past weekAfter last week's 16% share price gain to ฿27.25, the stock is trading at a trailing P/E ratio of 37x, up from the previous P/E ratio of 31.9x. This compares to an average P/E of 14x in the IT industry in Thailand.
Reported Earnings • Mar 02Full year 2020 earnings released: EPS ฿0.74 (vs ฿0.92 in FY 2019)The company reported a solid full year result with improved earnings and revenues, although profit margins were flat. Full year 2020 results: Revenue: ฿553.1m (up 40% from FY 2019). Net income: ฿62.8m (up 36% from FY 2019). Profit margin: 11% (in line with FY 2019).
Analyst Estimate Surprise Post Earnings • Mar 02Revenue and earnings beat expectationsRevenue exceeded analyst estimates by 5.4%. Earnings per share (EPS) also surpassed analyst estimates by 17%. Over the next year, revenue is forecast to grow 21%, compared to a 14% growth forecast for the IT industry in Thailand.
Is New 90 Day High Low • Jan 25New 90-day high: ฿27.00The company is up 43% from its price of ฿18.90 on 27 October 2020. The Thai market is up 24% over the last 90 days, indicating the company outperformed over that time. It also outperformed the IT industry, which is up 6.0% over the same period.
Valuation Update With 7 Day Price Move • Dec 02Market bids up stock over the past weekAfter last week's 27% share price gain to ฿24.80, the stock is trading at a trailing P/E ratio of 31.8x, up from the previous P/E ratio of 25.2x. This compares to an average P/E of 13x in the IT industry in Thailand.
Is New 90 Day High Low • Dec 02New 90-day high: ฿24.80The company is up 49% from its price of ฿16.60 on 03 September 2020. The Thai market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the IT industry, which is up 2.0% over the same period.