View Future GrowthALT Telecom 過去の業績過去 基準チェック /56ALT Telecomは、平均年間17.2%の収益成長を遂げていますが、 Communications業界の収益は、年間 成長しています。収益は、平均年間5% 0.7%収益成長率で 成長しています。 ALT Telecomの自己資本利益率は4.8%であり、純利益率は5.5%です。主要情報17.21%収益成長率15.27%EPS成長率Communications 業界の成長18.43%収益成長率0.70%株主資本利益率4.84%ネット・マージン5.46%前回の決算情報31 Dec 2025最近の業績更新Reported Earnings • Feb 24Full year 2025 earnings released: EPS: ฿0.072 (vs ฿0.007 in FY 2024)Full year 2025 results: EPS: ฿0.072 (up from ฿0.007 in FY 2024). Revenue: ฿1.50b (up 17% from FY 2024). Net income: ฿81.6m (up ฿73.4m from FY 2024). Profit margin: 5.5% (up from 0.6% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 111% per year but the company’s share price has fallen by 19% per year, which means it is significantly lagging earnings.Reported Earnings • Nov 08Third quarter 2025 earnings released: EPS: ฿0.004 (vs ฿0.001 loss in 3Q 2024)Third quarter 2025 results: EPS: ฿0.004 (up from ฿0.001 loss in 3Q 2024). Revenue: ฿298.5m (down 8.3% from 3Q 2024). Net income: ฿4.77m (up ฿5.41m from 3Q 2024). Profit margin: 1.6% (up from net loss in 3Q 2024). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 105% per year but the company’s share price has fallen by 27% per year, which means it is significantly lagging earnings.Reported Earnings • Aug 09Second quarter 2025 earnings released: EPS: ฿0.075 (vs ฿0.005 in 2Q 2024)Second quarter 2025 results: EPS: ฿0.075 (up from ฿0.005 in 2Q 2024). Revenue: ฿389.2m (up 32% from 2Q 2024). Net income: ฿84.7m (up ฿79.5m from 2Q 2024). Profit margin: 22% (up from 1.8% in 2Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 98% per year but the company’s share price has fallen by 29% per year, which means it is significantly lagging earnings.Reported Earnings • May 11First quarter 2025 earnings released: EPS: ฿0.008 (vs ฿0.004 in 1Q 2024)First quarter 2025 results: EPS: ฿0.008 (up from ฿0.004 in 1Q 2024). Revenue: ฿324.7m (flat on 1Q 2024). Net income: ฿8.85m (up 111% from 1Q 2024). Profit margin: 2.7% (up from 1.3% in 1Q 2024). Over the last 3 years on average, earnings per share has increased by 84% per year but the company’s share price has fallen by 29% per year, which means it is significantly lagging earnings.Reported Earnings • Feb 26Full year 2024 earnings released: EPS: ฿0.01 (vs ฿0.019 in FY 2023)Full year 2024 results: EPS: ฿0.01 (down from ฿0.019 in FY 2023). Revenue: ฿1.27b (down 13% from FY 2023). Net income: ฿8.14m (down 63% from FY 2023). Profit margin: 0.6% (down from 1.5% in FY 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 78% per year but the company’s share price has fallen by 29% per year, which means it is significantly lagging earnings.Reported Earnings • Aug 10Second quarter 2024 earnings released: EPS: ฿0.005 (vs ฿0.014 in 2Q 2023)Second quarter 2024 results: EPS: ฿0.005 (down from ฿0.014 in 2Q 2023). Revenue: ฿295.7m (down 25% from 2Q 2023). Net income: ฿5.21m (down 68% from 2Q 2023). Profit margin: 1.8% (down from 4.1% in 2Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has fallen by 21% per year, which means it is significantly lagging earnings.すべての更新を表示Recent updatesValuation Update With 7 Day Price Move • Apr 08Investor sentiment improves as stock rises 31%After last week's 31% share price gain to ฿1.42, the stock trades at a trailing P/E ratio of 19.4x. Average trailing P/E is 42x in the Communications industry in Asia. Total loss to shareholders of 34% over the past three years.Reported Earnings • Feb 24Full year 2025 earnings released: EPS: ฿0.072 (vs ฿0.007 in FY 2024)Full year 2025 results: EPS: ฿0.072 (up from ฿0.007 in FY 2024). Revenue: ฿1.50b (up 17% from FY 2024). Net income: ฿81.6m (up ฿73.4m from FY 2024). Profit margin: 5.5% (up from 0.6% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 111% per year but the company’s share price has fallen by 19% per year, which means it is significantly lagging earnings.お知らせ • Feb 21ALT Telecom Public Company Limited, Annual General Meeting, Apr 24, 2026ALT Telecom Public Company Limited, Annual General Meeting, Apr 24, 2026, at 13:00 SE Asia Standard Time.New Risk • Feb 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 5.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 8.4% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (5.9% average weekly change). Market cap is less than US$100m (฿1.33b market cap, or US$42.7m).Reported Earnings • Nov 08Third quarter 2025 earnings released: EPS: ฿0.004 (vs ฿0.001 loss in 3Q 2024)Third quarter 2025 results: EPS: ฿0.004 (up from ฿0.001 loss in 3Q 2024). Revenue: ฿298.5m (down 8.3% from 3Q 2024). Net income: ฿4.77m (up ฿5.41m from 3Q 2024). Profit margin: 1.6% (up from net loss in 3Q 2024). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 105% per year but the company’s share price has fallen by 27% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Sep 23Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to ฿1.10, the stock trades at a trailing P/E ratio of 13.5x. Average trailing P/E is 38x in the Communications industry in Asia. Total loss to shareholders of 55% over the past three years.Valuation Update With 7 Day Price Move • Aug 15Investor sentiment improves as stock rises 23%After last week's 23% share price gain to ฿1.12, the stock trades at a trailing P/E ratio of 13.7x. Average trailing P/E is 35x in the Communications industry in Asia. Total loss to shareholders of 56% over the past three years.New Risk • Aug 13New 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 9.6% 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: Major Risk Earnings have declined by 25% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (9.6% average weekly change). Market cap is less than US$100m (฿1.31b market cap, or US$40.7m).お知らせ • Aug 11ALT Telecom Public Company Limited (SET:ALT) announces an Equity Buyback for 22,000,000 shares, representing 1.94% for THB 20 million.ALT Telecom Public Company Limited (SET:ALT) announces a share repurchase program. Under the program, the company will repurchase up to 22,000,000 shares, representing 1.94% of its issued share capital, for THB 20 million. The shares will be repurchased at a price not exceeding 115% of the average closing price for the 5 trading days preceding the share repurchase transaction date. The purpose of the program is to efficiently manage the Company's excess liquidity and maximize its benefits, and to enhance the return on equity (ROE) and increase the earnings per share (EPS). The program is valid till February 28, 2026. As of March 14, 2025, the company had 1,132,227,419 shares.Reported Earnings • Aug 09Second quarter 2025 earnings released: EPS: ฿0.075 (vs ฿0.005 in 2Q 2024)Second quarter 2025 results: EPS: ฿0.075 (up from ฿0.005 in 2Q 2024). Revenue: ฿389.2m (up 32% from 2Q 2024). Net income: ฿84.7m (up ฿79.5m from 2Q 2024). Profit margin: 22% (up from 1.8% in 2Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 98% per year but the company’s share price has fallen by 29% per year, which means it is significantly lagging earnings.Reported Earnings • May 11First quarter 2025 earnings released: EPS: ฿0.008 (vs ฿0.004 in 1Q 2024)First quarter 2025 results: EPS: ฿0.008 (up from ฿0.004 in 1Q 2024). Revenue: ฿324.7m (flat on 1Q 2024). Net income: ฿8.85m (up 111% from 1Q 2024). Profit margin: 2.7% (up from 1.3% in 1Q 2024). Over the last 3 years on average, earnings per share has increased by 84% per year but the company’s share price has fallen by 29% per year, which means it is significantly lagging earnings.Board Change • Apr 29Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. No experienced directors. 6 highly experienced directors. Executive Director Pichit Satapattayanont was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Mar 01ALT Telecom Public Company Limited Announces Not Stand for Re-Election of Nirun Wongchanglor as Independent Director and Chairman of Risk Management CommitteeALT Telecom Public Company Limited announced Mr. Nirun Wongchanglor, Independent Director and Chairman of Risk Management Committee, notified that he did not wish to renew his term due to his health problems at annual general meeting to be held on April 25, 2025. The company has not appointed any new directors to replace him, which will result in the company's number of directors being reduced from 8 to 7, with 4 out of 7 being independent directors.お知らせ • Feb 26ALT Telecom Public Company Limited, Annual General Meeting, Apr 25, 2025ALT Telecom Public Company Limited, Annual General Meeting, Apr 25, 2025, at 13:00 SE Asia Standard Time.Reported Earnings • Feb 26Full year 2024 earnings released: EPS: ฿0.01 (vs ฿0.019 in FY 2023)Full year 2024 results: EPS: ฿0.01 (down from ฿0.019 in FY 2023). Revenue: ฿1.27b (down 13% from FY 2023). Net income: ฿8.14m (down 63% from FY 2023). Profit margin: 0.6% (down from 1.5% in FY 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 78% per year but the company’s share price has fallen by 29% per year, which means it is significantly lagging earnings.New Risk • Feb 25New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2024. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Minor Risks Latest financial reports are more than 6 months old (reported June 2024 fiscal period end). Market cap is less than US$100m (฿928.4m market cap, or US$27.6m).Reported Earnings • Aug 10Second quarter 2024 earnings released: EPS: ฿0.005 (vs ฿0.014 in 2Q 2023)Second quarter 2024 results: EPS: ฿0.005 (down from ฿0.014 in 2Q 2023). Revenue: ฿295.7m (down 25% from 2Q 2023). Net income: ฿5.21m (down 68% from 2Q 2023). Profit margin: 1.8% (down from 4.1% in 2Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has fallen by 21% per year, which means it is significantly lagging earnings.Reported Earnings • Feb 24Full year 2023 earnings released: EPS: ฿0.02 (vs ฿0.095 loss in FY 2022)Full year 2023 results: EPS: ฿0.02 (up from ฿0.095 loss in FY 2022). Revenue: ฿1.47b (up 28% from FY 2022). Net income: ฿22.0m (up ฿129.9m from FY 2022). Profit margin: 1.5% (up from net loss in FY 2022). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 61% per year but the company’s share price has only fallen by 17% per year, which means it has not declined as severely as earnings.お知らせ • Feb 23ALT Telecom Public Company Limited, Annual General Meeting, Apr 25, 2024ALT Telecom Public Company Limited, Annual General Meeting, Apr 25, 2024, at 13:00 SE Asia Standard Time. Agenda: To consider and certify the Minutes of the Annual General Meeting of Shareholders for the year 2023 held on April 26, 2023;To acknowledge the report of the Company's annual operating results for the year 2023;To consider and approved the omission of dividend payments for the operating result of the year 2023; and to discuss other matter.Reported Earnings • Nov 12Third quarter 2023 earnings released: EPS: ฿0.013 (vs ฿0.025 in 3Q 2022)Third quarter 2023 results: EPS: ฿0.013 (down from ฿0.025 in 3Q 2022). Revenue: ฿255.8m (down 11% from 3Q 2022). Net income: ฿14.7m (down 49% from 3Q 2022). Profit margin: 5.8% (down from 10.0% in 3Q 2022). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 73 percentage points per year, which is a significant difference in performance.お知らせ • Nov 09Alt Telecom Public Company Limited Appoints Miss Chatchawan Bhamalsoot as Accounting ManagerALT Telecom Public Company Limited announced appointment of MIss Chatchawan Bhamalsoot as Accounting Manager.お知らせ • Aug 10+ 1 more updateALT Telecom Public Company Limited Announces Executive and Committee ChangesALT Telecom Public Company Limited at its board meeting held on August 8, 2023, acknowledged the resignation of Mr. Pyut Bhuwakulwong has resigned from the positions of the Director, the Member of Risk Management Committee, the Member of Executive Committee and the Member of Nomination, Compensation and Corporate Governance Committee, effective from August 7, 2023; approved the appointment of Directors in replacement of such vacant positions as following details: Approved the appointment of Mr. Pichit Satapattayanont as the Director in replacement of such vacant positions. The appointment is effective on August 8, 2023. The term shall be equal to the remaining term of resigned director. Approved the appointment of Ms. Preeyapun Bhuwakul as Member of Nomination, Compensation and Corporate Governance Committee in replacement of such vacant positions. The appointment is effective on August 8, 2023. The term shall be equal to the remaining term of resigned director. Approved the change of the Authorized Directors as follows: From Mrs. Preeyaporn Tangpaosak, Ms. Preeyapun Bhuwakul and Mr. Pyut Bhuwakulwong, two of three directors jointly sign their names, with the Company's common seal being affixed. Changed to Mrs. Preeyaporn Tangpaosak, Ms. Preeyapun Bhuwakul and Mr. Pichit Satapattayanont, two of three directors jointly sign their names, with the Company's common seal being affixed. The change shall be effective on August 8, 2023.Reported Earnings • Aug 09Second quarter 2023 earnings released: EPS: ฿0.014 (vs ฿0.001 in 2Q 2022)Second quarter 2023 results: EPS: ฿0.014 (up from ฿0.001 in 2Q 2022). Revenue: ฿395.8m (up 57% from 2Q 2022). Net income: ฿16.1m (up ฿14.8m from 2Q 2022). Profit margin: 4.1% (up from 0.5% in 2Q 2022). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 82 percentage points per year, which is a significant difference in performance.Reported Earnings • Feb 24Full year 2022 earnings released: ฿0.10 loss per share (vs ฿0.12 loss in FY 2021)Full year 2022 results: ฿0.10 loss per share (improved from ฿0.12 loss in FY 2021). Revenue: ฿1.15b (up 7.0% from FY 2021). Net loss: ฿107.9m (loss narrowed 19% from FY 2021). 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.Board Change • Nov 16Insufficient new 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. 1 highly experienced director. Independent Director Chirasil Chayawan was the last director to join the board, commencing their role in 2017. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Aug 15Second quarter 2022 earnings releasedSecond quarter 2022 results: EPS: ฿0.001. Revenue: ฿252.8m (down 18% from 2Q 2021). Net income: ฿1.34m (up 133% from 2Q 2021). Profit margin: 0.5% (up from 0.2% in 2Q 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.Reported Earnings • May 11First quarter 2022 earnings released: ฿0.01 loss per share (vs ฿0.028 loss in 1Q 2021)First quarter 2022 results: ฿0.01 loss per share (up from ฿0.028 loss in 1Q 2021). Revenue: ฿292.6m (up 37% from 1Q 2021). Net loss: ฿7.50m (loss narrowed 77% from 1Q 2021). Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.Board Change • Apr 27Insufficient new 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. 1 highly experienced director. Independent Director Chirasil Chayawan was the last director to join the board, commencing their role in 2017. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Feb 25ALT Telecom Public Company Limited, Annual General Meeting, Apr 23, 2022ALT Telecom Public Company Limited, Annual General Meeting, Apr 23, 2022, at 06:00 Coordinated Universal Time. Agenda: To consider and certify the minutes of the Annual General Meeting No. 1/2021, dated April 23, 2021; to acknowledge report of the annual operating results for the year 2021; To consider and approve the annual audited financial statements ended on December 31, 2021; to acknowledge the interim dividend payment and approve the omission of additional dividend payout and approve the allotment of regal reserve from operating results for the year 2021; to consider and approve the appointment of the auditors and their remuneration for the year 2022; to consider and approve the directors' remuneration for the year 2022; to consider amendment of memorandum of association; and to consider any other matters.Reported Earnings • Feb 24Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: ฿0.12 loss per share (down from ฿0.26 profit in FY 2020). Revenue: ฿1.07b (down 31% from FY 2020). Net loss: ฿133.3m (down 150% from profit in FY 2020). Revenue exceeded analyst estimates by 2.5%. Over the last 3 years on average, earnings per share has increased by 60% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.Reported Earnings • Nov 10Third quarter 2021 earnings released: ฿0.034 loss per share (vs ฿0.061 profit in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and control over costs. Third quarter 2021 results: Revenue: ฿301.0m (down 40% from 3Q 2020). Net loss: ฿33.5m (down 154% from profit in 3Q 2020). Over the last 3 years on average, earnings per share has increased by 77% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.Reported Earnings • Aug 11Second quarter 2021 earnings released: EPS ฿0.001 (vs ฿0.044 in 2Q 2020)The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2021 results: Revenue: ฿319.1m (down 22% from 2Q 2020). Net income: ฿578.5k (down 99% from 2Q 2020). Profit margin: 0.2% (down from 11% in 2Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 86% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.Reported Earnings • May 12First quarter 2021 earnings released: ฿0.03 loss per share (vs ฿0.18 profit in 1Q 2020)The company reported a mediocre first quarter result with weaker earnings and weaker control over costs, although revenues improved. First quarter 2021 results: Revenue: ฿220.5m (up 39% from 1Q 2020). Net loss: ฿32.1m (down 117% from profit in 1Q 2020). Over the last 3 years on average, earnings per share has increased by 79% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.Analyst Estimate Surprise Post Earnings • Feb 25Revenue beats expectationsRevenue exceeded analyst estimates by 2.5%. Over the next year, revenue is forecast to grow 9.4%, compared to a 33% growth forecast for the Communications industry in Thailand.Reported Earnings • Feb 25Full year 2020 earnings released: EPS ฿0.26 (vs ฿0.13 loss in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: ฿1.56b (up 56% from FY 2019). Net income: ฿267.4m (up ฿400.3m from FY 2019). Profit margin: 17% (up from net loss in FY 2019). Over the last 3 years on average, earnings per share has increased by 64% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.お知らせ • Feb 24ALT Telecom Public Company Limited, Annual General Meeting, Apr 23, 2021ALT Telecom Public Company Limited, Annual General Meeting, Apr 23, 2021, at 06:00 Coordinated Universal Time. Location: Canna room, RAMA GARDENS HOTEL BANGKOK No.9/9 Vibhavadi Rangsit Road, Talat Bang Khen, Lak Si Bangkok Thailand Agenda: To consider and certify the minutes of the Annual General Meeting No. 1/2020, dated October 9, 2020; To acknowledge report of the annual operating results for the year 2020; To consider and approve the annual audited financial statements ended on December 31, 2020; to acknowledge the interim dividend payment and approve the omission of additional dividend payout and approve the allotment of regal reserve from operating results for the year 2020; to consider and approve the appointment of the auditors and their remuneration for the year 2021; to consider and approve the directors' remuneration for the year 2021; to consider amendment of memorandum of association; and to consider any other matters.Is New 90 Day High Low • Feb 23New 90-day low: ฿2.86The company is down 17% from its price of ฿3.46 on 25 November 2020. The Thai market is up 6.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Communications industry, which is down 8.0% over the same period.Is New 90 Day High Low • Dec 28New 90-day low: ฿3.06The company is down 3.0% from its price of ฿3.16 on 29 September 2020. The Thai market is up 18% over the last 90 days, indicating the company underperformed over that time. However, its price trend is similar to the Communications industry, which is also down 3.0% over the same period.Reported Earnings • Nov 11Third quarter 2020 earnings released: EPS ฿0.06The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: ฿501.6m (up 114% from 3Q 2019). Net income: ฿62.1m (up ฿92.6m from 3Q 2019). Profit margin: 12% (up from net loss in 3Q 2019). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.Price Target Changed • Oct 02Price target lowered to ฿1.00Down from ฿1.90, the current price target is an average from 2 analysts. The new target price is 70% below the current share price of ฿3.32. As of last close, the stock is up 38% over the past year.お知らせ • Sep 04+ 1 more updateSmart Infranet Company Limited acquired Assets of ALT Telecom Public Company Limited (SET:ALT).Smart Infranet Company Limited agreed to acquire Assets of ALT Telecom Public Company Limited (SET:ALT) for approximately THB 530 million on May 12, 2020. As per terms of transaction consideration include approximately THB 261 million in cash and approximately THB 269 million by issue of shares. Smart Infranet Company Limited will issue 26.901 million shares. Transaction is approved by the board. Proceeds will be used for working capital. Smart Infranet Company Limited completed the acquisition of Assets of ALT Telecom Public Company Limited (SET:ALT) on June 30, 2020. As of August 3, 2020, ALT Telecom Public Company Limited received the consideration.収支内訳ALT Telecom 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:ALT 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 251,49582203030 Sep 251,28793202030 Jun 251,36592189031 Mar 251,27213199031 Dec 241,2738205030 Sep 241,55020215030 Jun 241,42930207031 Mar 241,52941191031 Dec 231,46722199030 Sep 231,239-115198030 Jun 231,269-101201031 Mar 231,126-115217031 Dec 221,148-108203030 Sep 221,095-46197030 Jun 221,091-108201031 Mar 221,145-109225031 Dec 211,073-133220030 Sep 211,293-94247030 Jun 211,5122256031 Mar 211,60947218031 Dec 201,558267242030 Sep 201,415292222030 Jun 201,160199212031 Mar 201,028117233031 Dec 191,001-133213030 Sep 19834-216213030 Jun 19835-254221031 Mar 19749-305212031 Dec 18854-286207030 Sep 181,098-213151030 Jun 181,133-151160031 Mar 181,226-16165031 Dec 171,25857174030 Sep 171,516173238030 Jun 171,500221235031 Mar 171,661245249031 Dec 161,965279256030 Sep 161,986248241030 Jun 162,111186242031 Mar 162,290182243031 Dec 152,602207243030 Sep 152,3091682480質の高い収益: ALTは 高品質の収益 を持っています。利益率の向上: ALTの現在の純利益率 (5.5%)は、昨年(0.6%)よりも高くなっています。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: ALTの収益は過去 5 年間で年間17.2%増加しました。成長の加速: ALTの過去 1 年間の収益成長率 ( 901.9% ) は、5 年間の平均 ( 年間17.2%を上回っています。収益対業界: ALTの過去 1 年間の収益成長率 ( 901.9% ) はCommunications業界4.9%を上回りました。株主資本利益率高いROE: ALTの 自己資本利益率 ( 4.8% ) は 低い とみなされます。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7D1Y7D1Y7D1YTech 、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2026/05/06 12:03終値2026/05/06 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ALT Telecom 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Warissara DenworalakMacquarie Research
Reported Earnings • Feb 24Full year 2025 earnings released: EPS: ฿0.072 (vs ฿0.007 in FY 2024)Full year 2025 results: EPS: ฿0.072 (up from ฿0.007 in FY 2024). Revenue: ฿1.50b (up 17% from FY 2024). Net income: ฿81.6m (up ฿73.4m from FY 2024). Profit margin: 5.5% (up from 0.6% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 111% per year but the company’s share price has fallen by 19% per year, which means it is significantly lagging earnings.
Reported Earnings • Nov 08Third quarter 2025 earnings released: EPS: ฿0.004 (vs ฿0.001 loss in 3Q 2024)Third quarter 2025 results: EPS: ฿0.004 (up from ฿0.001 loss in 3Q 2024). Revenue: ฿298.5m (down 8.3% from 3Q 2024). Net income: ฿4.77m (up ฿5.41m from 3Q 2024). Profit margin: 1.6% (up from net loss in 3Q 2024). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 105% per year but the company’s share price has fallen by 27% per year, which means it is significantly lagging earnings.
Reported Earnings • Aug 09Second quarter 2025 earnings released: EPS: ฿0.075 (vs ฿0.005 in 2Q 2024)Second quarter 2025 results: EPS: ฿0.075 (up from ฿0.005 in 2Q 2024). Revenue: ฿389.2m (up 32% from 2Q 2024). Net income: ฿84.7m (up ฿79.5m from 2Q 2024). Profit margin: 22% (up from 1.8% in 2Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 98% per year but the company’s share price has fallen by 29% per year, which means it is significantly lagging earnings.
Reported Earnings • May 11First quarter 2025 earnings released: EPS: ฿0.008 (vs ฿0.004 in 1Q 2024)First quarter 2025 results: EPS: ฿0.008 (up from ฿0.004 in 1Q 2024). Revenue: ฿324.7m (flat on 1Q 2024). Net income: ฿8.85m (up 111% from 1Q 2024). Profit margin: 2.7% (up from 1.3% in 1Q 2024). Over the last 3 years on average, earnings per share has increased by 84% per year but the company’s share price has fallen by 29% per year, which means it is significantly lagging earnings.
Reported Earnings • Feb 26Full year 2024 earnings released: EPS: ฿0.01 (vs ฿0.019 in FY 2023)Full year 2024 results: EPS: ฿0.01 (down from ฿0.019 in FY 2023). Revenue: ฿1.27b (down 13% from FY 2023). Net income: ฿8.14m (down 63% from FY 2023). Profit margin: 0.6% (down from 1.5% in FY 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 78% per year but the company’s share price has fallen by 29% per year, which means it is significantly lagging earnings.
Reported Earnings • Aug 10Second quarter 2024 earnings released: EPS: ฿0.005 (vs ฿0.014 in 2Q 2023)Second quarter 2024 results: EPS: ฿0.005 (down from ฿0.014 in 2Q 2023). Revenue: ฿295.7m (down 25% from 2Q 2023). Net income: ฿5.21m (down 68% from 2Q 2023). Profit margin: 1.8% (down from 4.1% in 2Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has fallen by 21% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Apr 08Investor sentiment improves as stock rises 31%After last week's 31% share price gain to ฿1.42, the stock trades at a trailing P/E ratio of 19.4x. Average trailing P/E is 42x in the Communications industry in Asia. Total loss to shareholders of 34% over the past three years.
Reported Earnings • Feb 24Full year 2025 earnings released: EPS: ฿0.072 (vs ฿0.007 in FY 2024)Full year 2025 results: EPS: ฿0.072 (up from ฿0.007 in FY 2024). Revenue: ฿1.50b (up 17% from FY 2024). Net income: ฿81.6m (up ฿73.4m from FY 2024). Profit margin: 5.5% (up from 0.6% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 111% per year but the company’s share price has fallen by 19% per year, which means it is significantly lagging earnings.
お知らせ • Feb 21ALT Telecom Public Company Limited, Annual General Meeting, Apr 24, 2026ALT Telecom Public Company Limited, Annual General Meeting, Apr 24, 2026, at 13:00 SE Asia Standard Time.
New Risk • Feb 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 5.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 8.4% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (5.9% average weekly change). Market cap is less than US$100m (฿1.33b market cap, or US$42.7m).
Reported Earnings • Nov 08Third quarter 2025 earnings released: EPS: ฿0.004 (vs ฿0.001 loss in 3Q 2024)Third quarter 2025 results: EPS: ฿0.004 (up from ฿0.001 loss in 3Q 2024). Revenue: ฿298.5m (down 8.3% from 3Q 2024). Net income: ฿4.77m (up ฿5.41m from 3Q 2024). Profit margin: 1.6% (up from net loss in 3Q 2024). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 105% per year but the company’s share price has fallen by 27% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Sep 23Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to ฿1.10, the stock trades at a trailing P/E ratio of 13.5x. Average trailing P/E is 38x in the Communications industry in Asia. Total loss to shareholders of 55% over the past three years.
Valuation Update With 7 Day Price Move • Aug 15Investor sentiment improves as stock rises 23%After last week's 23% share price gain to ฿1.12, the stock trades at a trailing P/E ratio of 13.7x. Average trailing P/E is 35x in the Communications industry in Asia. Total loss to shareholders of 56% over the past three years.
New Risk • Aug 13New 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 9.6% 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: Major Risk Earnings have declined by 25% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (9.6% average weekly change). Market cap is less than US$100m (฿1.31b market cap, or US$40.7m).
お知らせ • Aug 11ALT Telecom Public Company Limited (SET:ALT) announces an Equity Buyback for 22,000,000 shares, representing 1.94% for THB 20 million.ALT Telecom Public Company Limited (SET:ALT) announces a share repurchase program. Under the program, the company will repurchase up to 22,000,000 shares, representing 1.94% of its issued share capital, for THB 20 million. The shares will be repurchased at a price not exceeding 115% of the average closing price for the 5 trading days preceding the share repurchase transaction date. The purpose of the program is to efficiently manage the Company's excess liquidity and maximize its benefits, and to enhance the return on equity (ROE) and increase the earnings per share (EPS). The program is valid till February 28, 2026. As of March 14, 2025, the company had 1,132,227,419 shares.
Reported Earnings • Aug 09Second quarter 2025 earnings released: EPS: ฿0.075 (vs ฿0.005 in 2Q 2024)Second quarter 2025 results: EPS: ฿0.075 (up from ฿0.005 in 2Q 2024). Revenue: ฿389.2m (up 32% from 2Q 2024). Net income: ฿84.7m (up ฿79.5m from 2Q 2024). Profit margin: 22% (up from 1.8% in 2Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 98% per year but the company’s share price has fallen by 29% per year, which means it is significantly lagging earnings.
Reported Earnings • May 11First quarter 2025 earnings released: EPS: ฿0.008 (vs ฿0.004 in 1Q 2024)First quarter 2025 results: EPS: ฿0.008 (up from ฿0.004 in 1Q 2024). Revenue: ฿324.7m (flat on 1Q 2024). Net income: ฿8.85m (up 111% from 1Q 2024). Profit margin: 2.7% (up from 1.3% in 1Q 2024). Over the last 3 years on average, earnings per share has increased by 84% per year but the company’s share price has fallen by 29% per year, which means it is significantly lagging earnings.
Board Change • Apr 29Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. No experienced directors. 6 highly experienced directors. Executive Director Pichit Satapattayanont was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Mar 01ALT Telecom Public Company Limited Announces Not Stand for Re-Election of Nirun Wongchanglor as Independent Director and Chairman of Risk Management CommitteeALT Telecom Public Company Limited announced Mr. Nirun Wongchanglor, Independent Director and Chairman of Risk Management Committee, notified that he did not wish to renew his term due to his health problems at annual general meeting to be held on April 25, 2025. The company has not appointed any new directors to replace him, which will result in the company's number of directors being reduced from 8 to 7, with 4 out of 7 being independent directors.
お知らせ • Feb 26ALT Telecom Public Company Limited, Annual General Meeting, Apr 25, 2025ALT Telecom Public Company Limited, Annual General Meeting, Apr 25, 2025, at 13:00 SE Asia Standard Time.
Reported Earnings • Feb 26Full year 2024 earnings released: EPS: ฿0.01 (vs ฿0.019 in FY 2023)Full year 2024 results: EPS: ฿0.01 (down from ฿0.019 in FY 2023). Revenue: ฿1.27b (down 13% from FY 2023). Net income: ฿8.14m (down 63% from FY 2023). Profit margin: 0.6% (down from 1.5% in FY 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 78% per year but the company’s share price has fallen by 29% per year, which means it is significantly lagging earnings.
New Risk • Feb 25New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2024. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Minor Risks Latest financial reports are more than 6 months old (reported June 2024 fiscal period end). Market cap is less than US$100m (฿928.4m market cap, or US$27.6m).
Reported Earnings • Aug 10Second quarter 2024 earnings released: EPS: ฿0.005 (vs ฿0.014 in 2Q 2023)Second quarter 2024 results: EPS: ฿0.005 (down from ฿0.014 in 2Q 2023). Revenue: ฿295.7m (down 25% from 2Q 2023). Net income: ฿5.21m (down 68% from 2Q 2023). Profit margin: 1.8% (down from 4.1% in 2Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has fallen by 21% per year, which means it is significantly lagging earnings.
Reported Earnings • Feb 24Full year 2023 earnings released: EPS: ฿0.02 (vs ฿0.095 loss in FY 2022)Full year 2023 results: EPS: ฿0.02 (up from ฿0.095 loss in FY 2022). Revenue: ฿1.47b (up 28% from FY 2022). Net income: ฿22.0m (up ฿129.9m from FY 2022). Profit margin: 1.5% (up from net loss in FY 2022). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 61% per year but the company’s share price has only fallen by 17% per year, which means it has not declined as severely as earnings.
お知らせ • Feb 23ALT Telecom Public Company Limited, Annual General Meeting, Apr 25, 2024ALT Telecom Public Company Limited, Annual General Meeting, Apr 25, 2024, at 13:00 SE Asia Standard Time. Agenda: To consider and certify the Minutes of the Annual General Meeting of Shareholders for the year 2023 held on April 26, 2023;To acknowledge the report of the Company's annual operating results for the year 2023;To consider and approved the omission of dividend payments for the operating result of the year 2023; and to discuss other matter.
Reported Earnings • Nov 12Third quarter 2023 earnings released: EPS: ฿0.013 (vs ฿0.025 in 3Q 2022)Third quarter 2023 results: EPS: ฿0.013 (down from ฿0.025 in 3Q 2022). Revenue: ฿255.8m (down 11% from 3Q 2022). Net income: ฿14.7m (down 49% from 3Q 2022). Profit margin: 5.8% (down from 10.0% in 3Q 2022). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 73 percentage points per year, which is a significant difference in performance.
お知らせ • Nov 09Alt Telecom Public Company Limited Appoints Miss Chatchawan Bhamalsoot as Accounting ManagerALT Telecom Public Company Limited announced appointment of MIss Chatchawan Bhamalsoot as Accounting Manager.
お知らせ • Aug 10+ 1 more updateALT Telecom Public Company Limited Announces Executive and Committee ChangesALT Telecom Public Company Limited at its board meeting held on August 8, 2023, acknowledged the resignation of Mr. Pyut Bhuwakulwong has resigned from the positions of the Director, the Member of Risk Management Committee, the Member of Executive Committee and the Member of Nomination, Compensation and Corporate Governance Committee, effective from August 7, 2023; approved the appointment of Directors in replacement of such vacant positions as following details: Approved the appointment of Mr. Pichit Satapattayanont as the Director in replacement of such vacant positions. The appointment is effective on August 8, 2023. The term shall be equal to the remaining term of resigned director. Approved the appointment of Ms. Preeyapun Bhuwakul as Member of Nomination, Compensation and Corporate Governance Committee in replacement of such vacant positions. The appointment is effective on August 8, 2023. The term shall be equal to the remaining term of resigned director. Approved the change of the Authorized Directors as follows: From Mrs. Preeyaporn Tangpaosak, Ms. Preeyapun Bhuwakul and Mr. Pyut Bhuwakulwong, two of three directors jointly sign their names, with the Company's common seal being affixed. Changed to Mrs. Preeyaporn Tangpaosak, Ms. Preeyapun Bhuwakul and Mr. Pichit Satapattayanont, two of three directors jointly sign their names, with the Company's common seal being affixed. The change shall be effective on August 8, 2023.
Reported Earnings • Aug 09Second quarter 2023 earnings released: EPS: ฿0.014 (vs ฿0.001 in 2Q 2022)Second quarter 2023 results: EPS: ฿0.014 (up from ฿0.001 in 2Q 2022). Revenue: ฿395.8m (up 57% from 2Q 2022). Net income: ฿16.1m (up ฿14.8m from 2Q 2022). Profit margin: 4.1% (up from 0.5% in 2Q 2022). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 82 percentage points per year, which is a significant difference in performance.
Reported Earnings • Feb 24Full year 2022 earnings released: ฿0.10 loss per share (vs ฿0.12 loss in FY 2021)Full year 2022 results: ฿0.10 loss per share (improved from ฿0.12 loss in FY 2021). Revenue: ฿1.15b (up 7.0% from FY 2021). Net loss: ฿107.9m (loss narrowed 19% from FY 2021). 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.
Board Change • Nov 16Insufficient new 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. 1 highly experienced director. Independent Director Chirasil Chayawan was the last director to join the board, commencing their role in 2017. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Aug 15Second quarter 2022 earnings releasedSecond quarter 2022 results: EPS: ฿0.001. Revenue: ฿252.8m (down 18% from 2Q 2021). Net income: ฿1.34m (up 133% from 2Q 2021). Profit margin: 0.5% (up from 0.2% in 2Q 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
Reported Earnings • May 11First quarter 2022 earnings released: ฿0.01 loss per share (vs ฿0.028 loss in 1Q 2021)First quarter 2022 results: ฿0.01 loss per share (up from ฿0.028 loss in 1Q 2021). Revenue: ฿292.6m (up 37% from 1Q 2021). Net loss: ฿7.50m (loss narrowed 77% from 1Q 2021). Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
Board Change • Apr 27Insufficient new 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. 1 highly experienced director. Independent Director Chirasil Chayawan was the last director to join the board, commencing their role in 2017. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Feb 25ALT Telecom Public Company Limited, Annual General Meeting, Apr 23, 2022ALT Telecom Public Company Limited, Annual General Meeting, Apr 23, 2022, at 06:00 Coordinated Universal Time. Agenda: To consider and certify the minutes of the Annual General Meeting No. 1/2021, dated April 23, 2021; to acknowledge report of the annual operating results for the year 2021; To consider and approve the annual audited financial statements ended on December 31, 2021; to acknowledge the interim dividend payment and approve the omission of additional dividend payout and approve the allotment of regal reserve from operating results for the year 2021; to consider and approve the appointment of the auditors and their remuneration for the year 2022; to consider and approve the directors' remuneration for the year 2022; to consider amendment of memorandum of association; and to consider any other matters.
Reported Earnings • Feb 24Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: ฿0.12 loss per share (down from ฿0.26 profit in FY 2020). Revenue: ฿1.07b (down 31% from FY 2020). Net loss: ฿133.3m (down 150% from profit in FY 2020). Revenue exceeded analyst estimates by 2.5%. Over the last 3 years on average, earnings per share has increased by 60% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.
Reported Earnings • Nov 10Third quarter 2021 earnings released: ฿0.034 loss per share (vs ฿0.061 profit in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and control over costs. Third quarter 2021 results: Revenue: ฿301.0m (down 40% from 3Q 2020). Net loss: ฿33.5m (down 154% from profit in 3Q 2020). Over the last 3 years on average, earnings per share has increased by 77% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.
Reported Earnings • Aug 11Second quarter 2021 earnings released: EPS ฿0.001 (vs ฿0.044 in 2Q 2020)The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2021 results: Revenue: ฿319.1m (down 22% from 2Q 2020). Net income: ฿578.5k (down 99% from 2Q 2020). Profit margin: 0.2% (down from 11% in 2Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 86% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.
Reported Earnings • May 12First quarter 2021 earnings released: ฿0.03 loss per share (vs ฿0.18 profit in 1Q 2020)The company reported a mediocre first quarter result with weaker earnings and weaker control over costs, although revenues improved. First quarter 2021 results: Revenue: ฿220.5m (up 39% from 1Q 2020). Net loss: ฿32.1m (down 117% from profit in 1Q 2020). Over the last 3 years on average, earnings per share has increased by 79% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.
Analyst Estimate Surprise Post Earnings • Feb 25Revenue beats expectationsRevenue exceeded analyst estimates by 2.5%. Over the next year, revenue is forecast to grow 9.4%, compared to a 33% growth forecast for the Communications industry in Thailand.
Reported Earnings • Feb 25Full year 2020 earnings released: EPS ฿0.26 (vs ฿0.13 loss in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: ฿1.56b (up 56% from FY 2019). Net income: ฿267.4m (up ฿400.3m from FY 2019). Profit margin: 17% (up from net loss in FY 2019). Over the last 3 years on average, earnings per share has increased by 64% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.
お知らせ • Feb 24ALT Telecom Public Company Limited, Annual General Meeting, Apr 23, 2021ALT Telecom Public Company Limited, Annual General Meeting, Apr 23, 2021, at 06:00 Coordinated Universal Time. Location: Canna room, RAMA GARDENS HOTEL BANGKOK No.9/9 Vibhavadi Rangsit Road, Talat Bang Khen, Lak Si Bangkok Thailand Agenda: To consider and certify the minutes of the Annual General Meeting No. 1/2020, dated October 9, 2020; To acknowledge report of the annual operating results for the year 2020; To consider and approve the annual audited financial statements ended on December 31, 2020; to acknowledge the interim dividend payment and approve the omission of additional dividend payout and approve the allotment of regal reserve from operating results for the year 2020; to consider and approve the appointment of the auditors and their remuneration for the year 2021; to consider and approve the directors' remuneration for the year 2021; to consider amendment of memorandum of association; and to consider any other matters.
Is New 90 Day High Low • Feb 23New 90-day low: ฿2.86The company is down 17% from its price of ฿3.46 on 25 November 2020. The Thai market is up 6.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Communications industry, which is down 8.0% over the same period.
Is New 90 Day High Low • Dec 28New 90-day low: ฿3.06The company is down 3.0% from its price of ฿3.16 on 29 September 2020. The Thai market is up 18% over the last 90 days, indicating the company underperformed over that time. However, its price trend is similar to the Communications industry, which is also down 3.0% over the same period.
Reported Earnings • Nov 11Third quarter 2020 earnings released: EPS ฿0.06The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: ฿501.6m (up 114% from 3Q 2019). Net income: ฿62.1m (up ฿92.6m from 3Q 2019). Profit margin: 12% (up from net loss in 3Q 2019). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.
Price Target Changed • Oct 02Price target lowered to ฿1.00Down from ฿1.90, the current price target is an average from 2 analysts. The new target price is 70% below the current share price of ฿3.32. As of last close, the stock is up 38% over the past year.
お知らせ • Sep 04+ 1 more updateSmart Infranet Company Limited acquired Assets of ALT Telecom Public Company Limited (SET:ALT).Smart Infranet Company Limited agreed to acquire Assets of ALT Telecom Public Company Limited (SET:ALT) for approximately THB 530 million on May 12, 2020. As per terms of transaction consideration include approximately THB 261 million in cash and approximately THB 269 million by issue of shares. Smart Infranet Company Limited will issue 26.901 million shares. Transaction is approved by the board. Proceeds will be used for working capital. Smart Infranet Company Limited completed the acquisition of Assets of ALT Telecom Public Company Limited (SET:ALT) on June 30, 2020. As of August 3, 2020, ALT Telecom Public Company Limited received the consideration.