View Financial HealthSirisoft 配当と自社株買い配当金 基準チェック /26Sirisoft配当を支払う会社であり、現在の利回りは10.47%です。主要情報10.5%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10.5%配当成長-80.3%次回配当支払日n/a配当落ち日n/a一株当たり配当金n/a配当性向-198%最近の配当と自社株買いの更新お知らせ • Apr 17Sirisoft Public Company Limited Approves Omission of the Dividend for the Year 2025Sirisoft Public Company Limited at its Annual General Meeting of Shareholders held on April 17, 2026, approved omission of the dividend payment for the year 2025.Upcoming Dividend • Mar 04Upcoming dividend of ฿0.05 per shareEligible shareholders must have bought the stock before 11 March 2025. Payment date: 16 May 2025. Payout ratio is a comfortable 48% and this is well supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of Thai dividend payers (7.6%). Lower than average of industry peers (6.8%).お知らせ • Feb 26+ 2 more updatesSirisoft Public Company Limited Proposes Payment of Interim Dividend for the Period from October 1, 2024 to December 1, 2024, Payable on May 16, 2025Sirisoft Public Company Limited to propose that the shareholders' meeting approve the payment of dividend for the year 2024 at a rate of THB 0.19375 per share. The Company has already paid the first interim dividend at a rate of THB 0.06875 per share on 5 September 2024. For the second interim dividend at a rate of THB 0.075 per share on 6 December 2024, the remaining dividend to be paid is THB 0.05 per share (paid from operating period from 1 October 2024 to 31 December 2024 and retained earnings). The record date to determine the name of shareholders who are entitled to receive the dividend has been set on 12 March 2025 and the dividend will be paid within 16 May 2025.Declared Dividend • Nov 11Dividend of ฿0.075 announcedShareholders will receive a dividend of ฿0.075. Ex-date: 20th November 2024 Payment date: 6th December 2024 Dividend yield will be 3.2%, which is lower than the industry average of 3.6%. Sustainability & Growth Dividend is well covered by both earnings (37% earnings payout ratio) and cash flows (16% cash payout ratio). 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 147% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Upcoming Dividend • Aug 14Upcoming dividend of ฿0.069 per shareEligible shareholders must have bought the stock before 21 August 2024. Payment date: 05 September 2024. Payout ratio is a comfortable 54% and this is well supported by cash flows. Trailing yield: 2.8%. Lower than top quartile of Thai dividend payers (7.0%). Lower than average of industry peers (5.0%).お知らせ • Aug 10Sirisoft Public Company Limited Announces Cash Dividend for the Operating Period from 01 January 2024 to 30 June 2024, Payable on September 05, 2024Sirisoft Public Company Limited announced cash dividend for the operating period from 01 January 2024 to 30 June 2024 of THB 0.06875 per share. The dividend payable on September 05, 2024. Record date for the right to receive dividends of August 22, 2024 and Ex-dividend date of August 21, 2024.すべての更新を表示Recent updatesReported Earnings • 11hFirst quarter 2026 earnings released: EPS: ฿0.01 (vs ฿0.14 loss in 1Q 2025)First quarter 2026 results: EPS: ฿0.01 (up from ฿0.14 loss in 1Q 2025). Revenue: ฿217.3m (up 52% from 1Q 2025). Net income: ฿2.29m (up ฿24.9m from 1Q 2025). Profit margin: 1.1% (up from net loss in 1Q 2025). The move to profitability was driven by higher revenue.お知らせ • Apr 17Sirisoft Public Company Limited Approves Omission of the Dividend for the Year 2025Sirisoft Public Company Limited at its Annual General Meeting of Shareholders held on April 17, 2026, approved omission of the dividend payment for the year 2025.Reported Earnings • Feb 27Full year 2025 earnings released: ฿0.22 loss per share (vs ฿0.21 profit in FY 2024)Full year 2025 results: ฿0.22 loss per share (down from ฿0.21 profit in FY 2024). Revenue: ฿703.2m (up 3.1% from FY 2024). Net loss: ฿35.7m (down 205% from profit in FY 2024).お知らせ • Feb 26Sirisoft Public Company Limited, Annual General Meeting, Apr 17, 2026Sirisoft Public Company Limited, Annual General Meeting, Apr 17, 2026, at 14:00 SE Asia Standard Time.Reported Earnings • Nov 12Third quarter 2025 earnings released: EPS: ฿0.02 (vs ฿0.078 in 3Q 2024)Third quarter 2025 results: EPS: ฿0.02 (down from ฿0.078 in 3Q 2024). Revenue: ฿175.2m (down 10% from 3Q 2024). Net income: ฿2.92m (down 77% from 3Q 2024). Profit margin: 1.7% (down from 6.4% in 3Q 2024). The decrease in margin was driven by lower revenue.Reported Earnings • Aug 09Second quarter 2025 earnings released: EPS: ฿0.01 (vs ฿0.11 in 2Q 2024)Second quarter 2025 results: EPS: ฿0.01 (down from ฿0.11 in 2Q 2024). Revenue: ฿195.3m (up 3.6% from 2Q 2024). Net income: ฿1.69m (down 90% from 2Q 2024). Profit margin: 0.9% (down from 9.0% in 2Q 2024). The decrease in margin was driven by higher expenses.New Risk • Jul 09New major risk - Revenue and earnings growthEarnings have declined by 15% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 15% per year over the past 5 years. Minor Risks Dividend is not well covered by earnings (210% payout ratio). Profit margins are more than 30% lower than last year (2.1% net profit margin). Market cap is less than US$100m (฿464.0m market cap, or US$14.2m).Reported Earnings • May 10First quarter 2025 earnings released: ฿0.14 loss per share (vs ฿0.022 loss in 1Q 2024)First quarter 2025 results: ฿0.14 loss per share (further deteriorated from ฿0.022 loss in 1Q 2024). Revenue: ฿145.5m (up 35% from 1Q 2024). Net loss: ฿22.6m (loss widened ฿19.2m from 1Q 2024). Revenue is forecast to grow 15% p.a. on average during the next 2 years, compared to a 12% growth forecast for the IT industry in Thailand.Buy Or Sell Opportunity • May 09Now 28% undervaluedThe stock has been flat over the last 90 days, currently trading at ฿3.20. The fair value is estimated to be ฿4.42, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 30% over the last 3 years. Earnings per share has declined by 109%. Revenue is forecast to grow by 37% in 2 years. Earnings are forecast to grow by 221% in the next 2 years.お知らせ • Apr 18Sirisoft Public Company Limited Announces Board ChangesSirisoft Public Company Limited announced resolutions of the 2025 Annual General Meeting of Shareholders, held on 18 April 2025, as follows: Approved the election of directors to replace those retiring by rotation in 2025. The election was conducted on an individual basis, as follows: Elected Mr. Putikarn Aurat as an Independent Director to replace Mr. Cholachart Worawuthichongsathit, who retired by rotation and Elected Mr. Pakpoom Kangsananont as a Director to replace Mr. Nattapon Tanatechawong, who retired by rotation.New Risk • Mar 26New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Thai stocks, typically moving 7.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by earnings (91% payout ratio). Share price has been volatile over the past 3 months (7.2% average weekly change). Profit margins are more than 30% lower than last year (5.0% net profit margin). Market cap is less than US$100m (฿592.0m market cap, or US$17.4m).Valuation Update With 7 Day Price Move • Mar 20Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ฿3.88, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 12x in the IT industry in Thailand. Total loss to shareholders of 54% over the past year.New Risk • Mar 05New minor risk - Dividend sustainabilityThe dividend is not well covered by earnings. Payout ratio: 91% Dividend yield: 5.7% This is considered a minor risk. Companies that pay out too much of their earnings are at risk of having to reduce or cut their dividend in future. If earnings growth slows or earnings fall, then there may not be enough earnings to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. However, this risk is mitigated by the fact the dividend is covered by cash flows. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by earnings (91% payout ratio). Profit margins are more than 30% lower than last year (5.0% net profit margin). Market cap is less than US$100m (฿524.8m market cap, or US$15.6m).Upcoming Dividend • Mar 04Upcoming dividend of ฿0.05 per shareEligible shareholders must have bought the stock before 11 March 2025. Payment date: 16 May 2025. Payout ratio is a comfortable 48% and this is well supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of Thai dividend payers (7.6%). Lower than average of industry peers (6.8%).Reported Earnings • Feb 27Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: ฿0.21 (down from ฿0.65 in FY 2023). Revenue: ฿691.5m (up 18% from FY 2023). Net income: ฿33.9m (down 55% from FY 2023). Profit margin: 4.9% (down from 13% in FY 2023). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 40%. Revenue is forecast to grow 15% p.a. on average during the next 2 years, compared to a 18% growth forecast for the IT industry in Thailand.お知らせ • Feb 26+ 2 more updatesSirisoft Public Company Limited Proposes Payment of Interim Dividend for the Period from October 1, 2024 to December 1, 2024, Payable on May 16, 2025Sirisoft Public Company Limited to propose that the shareholders' meeting approve the payment of dividend for the year 2024 at a rate of THB 0.19375 per share. The Company has already paid the first interim dividend at a rate of THB 0.06875 per share on 5 September 2024. For the second interim dividend at a rate of THB 0.075 per share on 6 December 2024, the remaining dividend to be paid is THB 0.05 per share (paid from operating period from 1 October 2024 to 31 December 2024 and retained earnings). The record date to determine the name of shareholders who are entitled to receive the dividend has been set on 12 March 2025 and the dividend will be paid within 16 May 2025.New Risk • Jan 15New 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 6.6% 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 Share price has been volatile over the past 3 months (6.6% average weekly change). Profit margins are more than 30% lower than last year (4.7% net profit margin). Market cap is less than US$100m (฿560.0m market cap, or US$16.1m).Valuation Update With 7 Day Price Move • Jan 14Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to ฿3.98, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 11x in the IT industry in Thailand. Total loss to shareholders of 69% over the past year.Reported Earnings • Nov 12Third quarter 2024 earnings released: EPS: ฿0.078 (vs ฿0.21 in 3Q 2023)Third quarter 2024 results: EPS: ฿0.078 (down from ฿0.21 in 3Q 2023). Revenue: ฿197.5m (up 33% from 3Q 2023). Net income: ฿12.5m (down 51% from 3Q 2023). Profit margin: 6.3% (down from 17% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 13% growth forecast for the IT industry in Thailand.Declared Dividend • Nov 11Dividend of ฿0.075 announcedShareholders will receive a dividend of ฿0.075. Ex-date: 20th November 2024 Payment date: 6th December 2024 Dividend yield will be 3.2%, which is lower than the industry average of 3.6%. Sustainability & Growth Dividend is well covered by both earnings (37% earnings payout ratio) and cash flows (16% cash payout ratio). 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 147% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Upcoming Dividend • Aug 14Upcoming dividend of ฿0.069 per shareEligible shareholders must have bought the stock before 21 August 2024. Payment date: 05 September 2024. Payout ratio is a comfortable 54% and this is well supported by cash flows. Trailing yield: 2.8%. Lower than top quartile of Thai dividend payers (7.0%). Lower than average of industry peers (5.0%).Reported Earnings • Aug 10Second quarter 2024 earnings released: EPS: ฿0.11 (vs ฿0.29 in 2Q 2023)Second quarter 2024 results: EPS: ฿0.11 (down from ฿0.29 in 2Q 2023). Revenue: ฿192.1m (flat on 2Q 2023). Net income: ฿16.9m (down 51% from 2Q 2023). Profit margin: 8.8% (down from 18% in 2Q 2023).お知らせ • Aug 10Sirisoft Public Company Limited Announces Cash Dividend for the Operating Period from 01 January 2024 to 30 June 2024, Payable on September 05, 2024Sirisoft Public Company Limited announced cash dividend for the operating period from 01 January 2024 to 30 June 2024 of THB 0.06875 per share. The dividend payable on September 05, 2024. Record date for the right to receive dividends of August 22, 2024 and Ex-dividend date of August 21, 2024.Valuation Update With 7 Day Price Move • May 16Investor sentiment deteriorates as stock falls 22%After last week's 22% share price decline to ฿5.40, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 11x in the IT industry in Thailand.Reported Earnings • May 10First quarter 2024 earnings released: ฿0.022 loss per share (vs ฿0.25 profit in 1Q 2023)First quarter 2024 results: ฿0.022 loss per share (down from ฿0.25 profit in 1Q 2023). Revenue: ฿108.1m (down 29% from 1Q 2023). Net loss: ฿3.46m (down 115% from profit in 1Q 2023). Revenue is forecast to grow 25% p.a. on average during the next 2 years, compared to a 13% growth forecast for the IT industry in Thailand.Upcoming Dividend • Apr 25Upcoming dividend of ฿0.02 per shareEligible shareholders must have bought the stock before 02 May 2024. Payment date: 23 May 2024. Payout ratio is a comfortable 23% but the company is paying out more than the cash it is generating. Trailing yield: 0.5%. Lower than top quartile of Thai dividend payers (6.0%). Lower than average of industry peers (3.7%).Buy Or Sell Opportunity • Mar 05Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 21% to ฿9.60. The fair value is estimated to be ฿12.47, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 42% over the last year. Earnings per share has declined by 89%. Revenue is forecast to grow by 54% in 2 years. Earnings are forecast to grow by 122% in the next 2 years.お知らせ • Feb 28Sirisoft Public Company Limited Proposes Payment of Dividend for the Period from October 1, 2023 to December 1, 2023, Payable on May 23, 2024Sirisoft Public Company Limited at its AGM to be held on April 23, 2024 proposed the payment of dividend for the year 2023 at a rate of THB 0.57380 per share. The Company has already paid the first interim dividend at a rate of THB 0.09625 per share on 15 May 2023. For the second interim dividend at a rate of THB 0.32630 per share on 18 August 2023. Additionally, the third interim dividend at a rate of THB 0.13125 per share on 13 December 2023, the remaining dividend to be paid is THB 0.02000 per share. The record date to determine the name of shareholders who are entitled to receive the dividend has been set on May 3, 2024 and the dividend will be paid on May 23, 2024. Operating period is from October 1, 2023 to December 1, 2023. Ex-dividend date is May 2, 2024.Reported Earnings • Feb 28Full year 2023 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2023 results: EPS: ฿0.65. Revenue: ฿587.0m (up 43% from FY 2022). Net income: ฿76.0m (up 11% from FY 2022). Profit margin: 13% (down from 17% in FY 2022). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 2.4%. Earnings per share (EPS) exceeded analyst estimates by 6.6%. Revenue is forecast to grow 21% p.a. on average during the next 2 years, compared to a 14% growth forecast for the IT industry in Thailand.お知らせ • Feb 10Sirisoft Public Company Limited Announces CFO Changes, Effective March 1, 2024Sirisoft Public Company Limited announced the termination of Auschavaranondha Sitthikard as CFO, effective March 1, 2024. The company also announced the appointment of Thanurawet Siriwat as CFO, effective March 1, 2024.Buy Or Sell Opportunity • Feb 08Now 20% undervaluedOver the last 90 days, the stock has risen 32% to ฿11.10. The fair value is estimated to be ฿13.93, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 55% over the last year. Earnings per share has declined by 82%. Revenue is forecast to grow by 56% in 2 years. Earnings are forecast to grow by 93% in the next 2 years.Valuation Update With 7 Day Price Move • Jan 12Investor sentiment improves as stock rises 18%After last week's 18% share price gain to ฿12.20, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 15x in the IT industry in Thailand.Buying Opportunity • Dec 28Now 20% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be ฿12.80, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 55% over the last year. Earnings per share has declined by 82%. Revenue is forecast to grow by 56% in 2 years. Earnings is forecast to grow by 93% in the next 2 years.Buying Opportunity • Dec 12Now 33% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be ฿12.99, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 55% over the last year. Earnings per share has declined by 82%. Revenue is forecast to grow by 56% in 2 years. Earnings is forecast to grow by 93% in the next 2 years.Buying Opportunity • Nov 24Now 20% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be ฿13.41, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 55% over the last year. Earnings per share has declined by 82%. Revenue is forecast to grow by 56% in 2 years. Earnings is forecast to grow by 93% in the next 2 years.Valuation Update With 7 Day Price Move • Nov 21Investor sentiment improves as stock rises 26%After last week's 26% share price gain to ฿10.60, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 13x in the IT industry in Thailand.お知らせ • Nov 16Sirisoft Public Company Limited Announces Interim Cash Dividend for the Operating Period from 1 January 2023 to 30 September 2023, Payable on December 14, 2023Sirisoft Public Company Limited announced interim cash dividend for the Operating period from 1 January 2023 to 30 September 2023 of THB 0.13125 per share. Record date for the right to receive dividends is November 28, 2023. Ex-dividend date is November 27, 2023. Payment date is December 13, 2023.Reported Earnings • Nov 15Third quarter 2023 earnings releasedThird quarter 2023 results: EPS: ฿0.21. Net income: ฿25.3m (up ฿25.3m from 3Q 2022). Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 19% growth forecast for the IT industry in Thailand.お知らせ • Oct 10Sirisoft Public Company Limited has completed an IPO in the amount of THB 640 million.Sirisoft Public Company Limited has completed an IPO in the amount of THB 640 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 40,000,000 Price\Range: THB 16Reported Earnings • Oct 10Second quarter 2023 earnings releasedSecond quarter 2023 results: Net income: ฿34.3m (up ฿34.3m from 2Q 2022).決済の安定と成長配当データの取得安定した配当: SRS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: SRSは3年間のみ配当金を支払っており、それ以降は支払額が減少しています。配当利回り対市場Sirisoft 配当利回り対市場SRS 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 (SRS)10.5%市場下位25% (TH)3.4%市場トップ25% (TH)7.5%業界平均 (IT)5.5%アナリスト予想 (SRS) (最長3年)10.5%注目すべき配当: SRSの配当金 ( 10.47% ) 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: SRSの配当金 ( 10.47% ) はTH市場 ( 7.52% ) の配当支払者の中で上位 25% に入っています。株主への利益配当収益カバレッジ: SRSは配当金を支払っていますが、会社は利益を上げていません。株主配当金キャッシュフローカバレッジ: SRSは配当金を支払っていますが、同社にはフリーキャッシュフローがありません。高配当企業の発掘7D1Y7D1Y7D1YTH 市場の強力な配当支払い企業。View Management企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/19 22:04終値2026/05/19 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Sirisoft 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。2 アナリスト機関Poramet TongbuaBualuang Securities PCLNapon JaisanBualuang Securities PCL
お知らせ • Apr 17Sirisoft Public Company Limited Approves Omission of the Dividend for the Year 2025Sirisoft Public Company Limited at its Annual General Meeting of Shareholders held on April 17, 2026, approved omission of the dividend payment for the year 2025.
Upcoming Dividend • Mar 04Upcoming dividend of ฿0.05 per shareEligible shareholders must have bought the stock before 11 March 2025. Payment date: 16 May 2025. Payout ratio is a comfortable 48% and this is well supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of Thai dividend payers (7.6%). Lower than average of industry peers (6.8%).
お知らせ • Feb 26+ 2 more updatesSirisoft Public Company Limited Proposes Payment of Interim Dividend for the Period from October 1, 2024 to December 1, 2024, Payable on May 16, 2025Sirisoft Public Company Limited to propose that the shareholders' meeting approve the payment of dividend for the year 2024 at a rate of THB 0.19375 per share. The Company has already paid the first interim dividend at a rate of THB 0.06875 per share on 5 September 2024. For the second interim dividend at a rate of THB 0.075 per share on 6 December 2024, the remaining dividend to be paid is THB 0.05 per share (paid from operating period from 1 October 2024 to 31 December 2024 and retained earnings). The record date to determine the name of shareholders who are entitled to receive the dividend has been set on 12 March 2025 and the dividend will be paid within 16 May 2025.
Declared Dividend • Nov 11Dividend of ฿0.075 announcedShareholders will receive a dividend of ฿0.075. Ex-date: 20th November 2024 Payment date: 6th December 2024 Dividend yield will be 3.2%, which is lower than the industry average of 3.6%. Sustainability & Growth Dividend is well covered by both earnings (37% earnings payout ratio) and cash flows (16% cash payout ratio). 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 147% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Upcoming Dividend • Aug 14Upcoming dividend of ฿0.069 per shareEligible shareholders must have bought the stock before 21 August 2024. Payment date: 05 September 2024. Payout ratio is a comfortable 54% and this is well supported by cash flows. Trailing yield: 2.8%. Lower than top quartile of Thai dividend payers (7.0%). Lower than average of industry peers (5.0%).
お知らせ • Aug 10Sirisoft Public Company Limited Announces Cash Dividend for the Operating Period from 01 January 2024 to 30 June 2024, Payable on September 05, 2024Sirisoft Public Company Limited announced cash dividend for the operating period from 01 January 2024 to 30 June 2024 of THB 0.06875 per share. The dividend payable on September 05, 2024. Record date for the right to receive dividends of August 22, 2024 and Ex-dividend date of August 21, 2024.
Reported Earnings • 11hFirst quarter 2026 earnings released: EPS: ฿0.01 (vs ฿0.14 loss in 1Q 2025)First quarter 2026 results: EPS: ฿0.01 (up from ฿0.14 loss in 1Q 2025). Revenue: ฿217.3m (up 52% from 1Q 2025). Net income: ฿2.29m (up ฿24.9m from 1Q 2025). Profit margin: 1.1% (up from net loss in 1Q 2025). The move to profitability was driven by higher revenue.
お知らせ • Apr 17Sirisoft Public Company Limited Approves Omission of the Dividend for the Year 2025Sirisoft Public Company Limited at its Annual General Meeting of Shareholders held on April 17, 2026, approved omission of the dividend payment for the year 2025.
Reported Earnings • Feb 27Full year 2025 earnings released: ฿0.22 loss per share (vs ฿0.21 profit in FY 2024)Full year 2025 results: ฿0.22 loss per share (down from ฿0.21 profit in FY 2024). Revenue: ฿703.2m (up 3.1% from FY 2024). Net loss: ฿35.7m (down 205% from profit in FY 2024).
お知らせ • Feb 26Sirisoft Public Company Limited, Annual General Meeting, Apr 17, 2026Sirisoft Public Company Limited, Annual General Meeting, Apr 17, 2026, at 14:00 SE Asia Standard Time.
Reported Earnings • Nov 12Third quarter 2025 earnings released: EPS: ฿0.02 (vs ฿0.078 in 3Q 2024)Third quarter 2025 results: EPS: ฿0.02 (down from ฿0.078 in 3Q 2024). Revenue: ฿175.2m (down 10% from 3Q 2024). Net income: ฿2.92m (down 77% from 3Q 2024). Profit margin: 1.7% (down from 6.4% in 3Q 2024). The decrease in margin was driven by lower revenue.
Reported Earnings • Aug 09Second quarter 2025 earnings released: EPS: ฿0.01 (vs ฿0.11 in 2Q 2024)Second quarter 2025 results: EPS: ฿0.01 (down from ฿0.11 in 2Q 2024). Revenue: ฿195.3m (up 3.6% from 2Q 2024). Net income: ฿1.69m (down 90% from 2Q 2024). Profit margin: 0.9% (down from 9.0% in 2Q 2024). The decrease in margin was driven by higher expenses.
New Risk • Jul 09New major risk - Revenue and earnings growthEarnings have declined by 15% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 15% per year over the past 5 years. Minor Risks Dividend is not well covered by earnings (210% payout ratio). Profit margins are more than 30% lower than last year (2.1% net profit margin). Market cap is less than US$100m (฿464.0m market cap, or US$14.2m).
Reported Earnings • May 10First quarter 2025 earnings released: ฿0.14 loss per share (vs ฿0.022 loss in 1Q 2024)First quarter 2025 results: ฿0.14 loss per share (further deteriorated from ฿0.022 loss in 1Q 2024). Revenue: ฿145.5m (up 35% from 1Q 2024). Net loss: ฿22.6m (loss widened ฿19.2m from 1Q 2024). Revenue is forecast to grow 15% p.a. on average during the next 2 years, compared to a 12% growth forecast for the IT industry in Thailand.
Buy Or Sell Opportunity • May 09Now 28% undervaluedThe stock has been flat over the last 90 days, currently trading at ฿3.20. The fair value is estimated to be ฿4.42, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 30% over the last 3 years. Earnings per share has declined by 109%. Revenue is forecast to grow by 37% in 2 years. Earnings are forecast to grow by 221% in the next 2 years.
お知らせ • Apr 18Sirisoft Public Company Limited Announces Board ChangesSirisoft Public Company Limited announced resolutions of the 2025 Annual General Meeting of Shareholders, held on 18 April 2025, as follows: Approved the election of directors to replace those retiring by rotation in 2025. The election was conducted on an individual basis, as follows: Elected Mr. Putikarn Aurat as an Independent Director to replace Mr. Cholachart Worawuthichongsathit, who retired by rotation and Elected Mr. Pakpoom Kangsananont as a Director to replace Mr. Nattapon Tanatechawong, who retired by rotation.
New Risk • Mar 26New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Thai stocks, typically moving 7.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by earnings (91% payout ratio). Share price has been volatile over the past 3 months (7.2% average weekly change). Profit margins are more than 30% lower than last year (5.0% net profit margin). Market cap is less than US$100m (฿592.0m market cap, or US$17.4m).
Valuation Update With 7 Day Price Move • Mar 20Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ฿3.88, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 12x in the IT industry in Thailand. Total loss to shareholders of 54% over the past year.
New Risk • Mar 05New minor risk - Dividend sustainabilityThe dividend is not well covered by earnings. Payout ratio: 91% Dividend yield: 5.7% This is considered a minor risk. Companies that pay out too much of their earnings are at risk of having to reduce or cut their dividend in future. If earnings growth slows or earnings fall, then there may not be enough earnings to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. However, this risk is mitigated by the fact the dividend is covered by cash flows. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by earnings (91% payout ratio). Profit margins are more than 30% lower than last year (5.0% net profit margin). Market cap is less than US$100m (฿524.8m market cap, or US$15.6m).
Upcoming Dividend • Mar 04Upcoming dividend of ฿0.05 per shareEligible shareholders must have bought the stock before 11 March 2025. Payment date: 16 May 2025. Payout ratio is a comfortable 48% and this is well supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of Thai dividend payers (7.6%). Lower than average of industry peers (6.8%).
Reported Earnings • Feb 27Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: ฿0.21 (down from ฿0.65 in FY 2023). Revenue: ฿691.5m (up 18% from FY 2023). Net income: ฿33.9m (down 55% from FY 2023). Profit margin: 4.9% (down from 13% in FY 2023). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 40%. Revenue is forecast to grow 15% p.a. on average during the next 2 years, compared to a 18% growth forecast for the IT industry in Thailand.
お知らせ • Feb 26+ 2 more updatesSirisoft Public Company Limited Proposes Payment of Interim Dividend for the Period from October 1, 2024 to December 1, 2024, Payable on May 16, 2025Sirisoft Public Company Limited to propose that the shareholders' meeting approve the payment of dividend for the year 2024 at a rate of THB 0.19375 per share. The Company has already paid the first interim dividend at a rate of THB 0.06875 per share on 5 September 2024. For the second interim dividend at a rate of THB 0.075 per share on 6 December 2024, the remaining dividend to be paid is THB 0.05 per share (paid from operating period from 1 October 2024 to 31 December 2024 and retained earnings). The record date to determine the name of shareholders who are entitled to receive the dividend has been set on 12 March 2025 and the dividend will be paid within 16 May 2025.
New Risk • Jan 15New 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 6.6% 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 Share price has been volatile over the past 3 months (6.6% average weekly change). Profit margins are more than 30% lower than last year (4.7% net profit margin). Market cap is less than US$100m (฿560.0m market cap, or US$16.1m).
Valuation Update With 7 Day Price Move • Jan 14Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to ฿3.98, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 11x in the IT industry in Thailand. Total loss to shareholders of 69% over the past year.
Reported Earnings • Nov 12Third quarter 2024 earnings released: EPS: ฿0.078 (vs ฿0.21 in 3Q 2023)Third quarter 2024 results: EPS: ฿0.078 (down from ฿0.21 in 3Q 2023). Revenue: ฿197.5m (up 33% from 3Q 2023). Net income: ฿12.5m (down 51% from 3Q 2023). Profit margin: 6.3% (down from 17% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 13% growth forecast for the IT industry in Thailand.
Declared Dividend • Nov 11Dividend of ฿0.075 announcedShareholders will receive a dividend of ฿0.075. Ex-date: 20th November 2024 Payment date: 6th December 2024 Dividend yield will be 3.2%, which is lower than the industry average of 3.6%. Sustainability & Growth Dividend is well covered by both earnings (37% earnings payout ratio) and cash flows (16% cash payout ratio). 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 147% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Upcoming Dividend • Aug 14Upcoming dividend of ฿0.069 per shareEligible shareholders must have bought the stock before 21 August 2024. Payment date: 05 September 2024. Payout ratio is a comfortable 54% and this is well supported by cash flows. Trailing yield: 2.8%. Lower than top quartile of Thai dividend payers (7.0%). Lower than average of industry peers (5.0%).
Reported Earnings • Aug 10Second quarter 2024 earnings released: EPS: ฿0.11 (vs ฿0.29 in 2Q 2023)Second quarter 2024 results: EPS: ฿0.11 (down from ฿0.29 in 2Q 2023). Revenue: ฿192.1m (flat on 2Q 2023). Net income: ฿16.9m (down 51% from 2Q 2023). Profit margin: 8.8% (down from 18% in 2Q 2023).
お知らせ • Aug 10Sirisoft Public Company Limited Announces Cash Dividend for the Operating Period from 01 January 2024 to 30 June 2024, Payable on September 05, 2024Sirisoft Public Company Limited announced cash dividend for the operating period from 01 January 2024 to 30 June 2024 of THB 0.06875 per share. The dividend payable on September 05, 2024. Record date for the right to receive dividends of August 22, 2024 and Ex-dividend date of August 21, 2024.
Valuation Update With 7 Day Price Move • May 16Investor sentiment deteriorates as stock falls 22%After last week's 22% share price decline to ฿5.40, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 11x in the IT industry in Thailand.
Reported Earnings • May 10First quarter 2024 earnings released: ฿0.022 loss per share (vs ฿0.25 profit in 1Q 2023)First quarter 2024 results: ฿0.022 loss per share (down from ฿0.25 profit in 1Q 2023). Revenue: ฿108.1m (down 29% from 1Q 2023). Net loss: ฿3.46m (down 115% from profit in 1Q 2023). Revenue is forecast to grow 25% p.a. on average during the next 2 years, compared to a 13% growth forecast for the IT industry in Thailand.
Upcoming Dividend • Apr 25Upcoming dividend of ฿0.02 per shareEligible shareholders must have bought the stock before 02 May 2024. Payment date: 23 May 2024. Payout ratio is a comfortable 23% but the company is paying out more than the cash it is generating. Trailing yield: 0.5%. Lower than top quartile of Thai dividend payers (6.0%). Lower than average of industry peers (3.7%).
Buy Or Sell Opportunity • Mar 05Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 21% to ฿9.60. The fair value is estimated to be ฿12.47, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 42% over the last year. Earnings per share has declined by 89%. Revenue is forecast to grow by 54% in 2 years. Earnings are forecast to grow by 122% in the next 2 years.
お知らせ • Feb 28Sirisoft Public Company Limited Proposes Payment of Dividend for the Period from October 1, 2023 to December 1, 2023, Payable on May 23, 2024Sirisoft Public Company Limited at its AGM to be held on April 23, 2024 proposed the payment of dividend for the year 2023 at a rate of THB 0.57380 per share. The Company has already paid the first interim dividend at a rate of THB 0.09625 per share on 15 May 2023. For the second interim dividend at a rate of THB 0.32630 per share on 18 August 2023. Additionally, the third interim dividend at a rate of THB 0.13125 per share on 13 December 2023, the remaining dividend to be paid is THB 0.02000 per share. The record date to determine the name of shareholders who are entitled to receive the dividend has been set on May 3, 2024 and the dividend will be paid on May 23, 2024. Operating period is from October 1, 2023 to December 1, 2023. Ex-dividend date is May 2, 2024.
Reported Earnings • Feb 28Full year 2023 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2023 results: EPS: ฿0.65. Revenue: ฿587.0m (up 43% from FY 2022). Net income: ฿76.0m (up 11% from FY 2022). Profit margin: 13% (down from 17% in FY 2022). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 2.4%. Earnings per share (EPS) exceeded analyst estimates by 6.6%. Revenue is forecast to grow 21% p.a. on average during the next 2 years, compared to a 14% growth forecast for the IT industry in Thailand.
お知らせ • Feb 10Sirisoft Public Company Limited Announces CFO Changes, Effective March 1, 2024Sirisoft Public Company Limited announced the termination of Auschavaranondha Sitthikard as CFO, effective March 1, 2024. The company also announced the appointment of Thanurawet Siriwat as CFO, effective March 1, 2024.
Buy Or Sell Opportunity • Feb 08Now 20% undervaluedOver the last 90 days, the stock has risen 32% to ฿11.10. The fair value is estimated to be ฿13.93, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 55% over the last year. Earnings per share has declined by 82%. Revenue is forecast to grow by 56% in 2 years. Earnings are forecast to grow by 93% in the next 2 years.
Valuation Update With 7 Day Price Move • Jan 12Investor sentiment improves as stock rises 18%After last week's 18% share price gain to ฿12.20, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 15x in the IT industry in Thailand.
Buying Opportunity • Dec 28Now 20% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be ฿12.80, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 55% over the last year. Earnings per share has declined by 82%. Revenue is forecast to grow by 56% in 2 years. Earnings is forecast to grow by 93% in the next 2 years.
Buying Opportunity • Dec 12Now 33% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be ฿12.99, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 55% over the last year. Earnings per share has declined by 82%. Revenue is forecast to grow by 56% in 2 years. Earnings is forecast to grow by 93% in the next 2 years.
Buying Opportunity • Nov 24Now 20% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be ฿13.41, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 55% over the last year. Earnings per share has declined by 82%. Revenue is forecast to grow by 56% in 2 years. Earnings is forecast to grow by 93% in the next 2 years.
Valuation Update With 7 Day Price Move • Nov 21Investor sentiment improves as stock rises 26%After last week's 26% share price gain to ฿10.60, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 13x in the IT industry in Thailand.
お知らせ • Nov 16Sirisoft Public Company Limited Announces Interim Cash Dividend for the Operating Period from 1 January 2023 to 30 September 2023, Payable on December 14, 2023Sirisoft Public Company Limited announced interim cash dividend for the Operating period from 1 January 2023 to 30 September 2023 of THB 0.13125 per share. Record date for the right to receive dividends is November 28, 2023. Ex-dividend date is November 27, 2023. Payment date is December 13, 2023.
Reported Earnings • Nov 15Third quarter 2023 earnings releasedThird quarter 2023 results: EPS: ฿0.21. Net income: ฿25.3m (up ฿25.3m from 3Q 2022). Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 19% growth forecast for the IT industry in Thailand.
お知らせ • Oct 10Sirisoft Public Company Limited has completed an IPO in the amount of THB 640 million.Sirisoft Public Company Limited has completed an IPO in the amount of THB 640 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 40,000,000 Price\Range: THB 16
Reported Earnings • Oct 10Second quarter 2023 earnings releasedSecond quarter 2023 results: Net income: ฿34.3m (up ฿34.3m from 2Q 2022).