View Financial HealthJaymart Group Holdings 配当と自社株買い配当金 基準チェック /26Jaymart Group Holdingsは配当を支払う会社で、現在の利回りは3.06%ですが、利益によって十分にカバーされています。次の支払い日は 12th June, 2026で、権利落ち日は27th May, 2026 。主要情報3.1%配当利回り0%バイバック利回り総株主利回り3.1%将来の配当利回りn/a配当成長12.9%次回配当支払日12 Jun 26配当落ち日27 May 26一株当たり配当金n/a配当性向82%最近の配当と自社株買いの更新Upcoming Dividend • May 20Upcoming dividend of ฿0.14 per shareEligible shareholders must have bought the stock before 27 May 2026. Payment date: 12 June 2026. Payout ratio is on the higher end at 82%, however this is supported by cash flows. Trailing yield: 2.9%. Lower than top quartile of Thai dividend payers (7.5%). Higher than average of industry peers (0.4%).Upcoming Dividend • Nov 17Upcoming dividend of ฿0.13 per shareEligible shareholders must have bought the stock before 24 November 2025. Payment date: 11 December 2025. Payout ratio is a comfortable 65% and this is well supported by cash flows. Trailing yield: 3.8%. Lower than top quartile of Thai dividend payers (8.0%). Higher than average of industry peers (0.5%).Upcoming Dividend • Sep 23Upcoming dividend of ฿0.24 per shareEligible shareholders must have bought the stock before 30 September 2024. Payment date: 11 October 2024. The company last paid an ordinary dividend in February 2014. The average dividend yield among industry peers is 0.8%.Upcoming Dividend • Apr 04Upcoming dividend of ฿0.66 per share at 5.0% yieldEligible shareholders must have bought the stock before 11 April 2023. Payment date: 03 May 2023. Payout ratio is on the higher end at 88% but the company is not cash flow positive. Trailing yield: 5.0%. Lower than top quartile of Thai dividend payers (5.9%). Higher than average of industry peers (0.9%).Upcoming Dividend • Aug 17Upcoming dividend of ฿0.45 per shareEligible shareholders must have bought the stock before 24 August 2022. Payment date: 09 September 2022. Payout ratio is a comfortable 72% but the company is not cash flow positive. Trailing yield: 3.2%. Lower than top quartile of Thai dividend payers (5.4%). Higher than average of industry peers (1.1%).Upcoming Dividend • Apr 12Upcoming dividend of ฿1.06 per shareEligible shareholders must have bought the stock before 19 April 2022. Payment date: 06 May 2022. Payout ratio is a comfortable 67% but the company is not cash flow positive. Trailing yield: 2.6%. Lower than top quartile of Thai dividend payers (5.2%). Higher than average of industry peers (1.5%).すべての更新を表示Recent updatesUpcoming Dividend • May 20Upcoming dividend of ฿0.14 per shareEligible shareholders must have bought the stock before 27 May 2026. Payment date: 12 June 2026. Payout ratio is on the higher end at 82%, however this is supported by cash flows. Trailing yield: 2.9%. Lower than top quartile of Thai dividend payers (7.5%). Higher than average of industry peers (0.4%).Reported Earnings • May 19First quarter 2026 earnings released: EPS: ฿0.11 (vs ฿0.096 in 1Q 2025)First quarter 2026 results: EPS: ฿0.11 (up from ฿0.096 in 1Q 2025). Revenue: ฿3.89b (up 8.8% from 1Q 2025). Net income: ฿162.7m (up 16% from 1Q 2025). Profit margin: 4.2% (up from 3.9% in 1Q 2025). Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has fallen by 25% per year, which means it is performing significantly worse than earnings.New Risk • May 15New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Thai stocks, typically moving 10% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.5x net interest cover). Share price has been highly volatile over the past 3 months (10% average weekly change). Earnings have declined by 23% per year over the past 5 years.Reported Earnings • Feb 14Full year 2025 earnings released: ฿0.11 loss per share (vs ฿0.78 profit in FY 2024)Full year 2025 results: ฿0.11 loss per share (down from ฿0.78 profit in FY 2024). Revenue: ฿15.4b (up 17% from FY 2024). Net loss: ฿161.8m (down 114% from profit in FY 2024). Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has fallen by 33% per year, which means it is performing significantly worse than earnings.Valuation Update With 7 Day Price Move • Feb 13Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ฿8.20, the stock trades at a trailing P/E ratio of 18.6x. Average trailing P/E is 13x in the Electronic industry in Thailand. Total loss to shareholders of 67% over the past three years.お知らせ • Feb 12Jaymart Group Holdings Public Company Limited, Annual General Meeting, Apr 09, 2026Jaymart Group Holdings Public Company Limited, Annual General Meeting, Apr 09, 2026, at 14:00 SE Asia Standard Time. Location: jaymart group holdings public company limited`s, meeting room, 2nd floor, building b, located at 18, jaymart building, ramkhamhaeng road, rat phatthana, sub-district, saphan sung district, bangkok ThailandNew 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 5.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.0x net interest cover). Earnings have declined by 15% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (5.8% average weekly change). Profit margins are more than 30% lower than last year (4.5% net profit margin).Valuation Update With 7 Day Price Move • Jan 14Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to ฿6.00, the stock trades at a trailing P/E ratio of 13.6x. Average trailing P/E is 11x in the Electronic industry in Thailand. Total loss to shareholders of 84% over the past three years.New Risk • Nov 20New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 4.5% Last year net profit margin: 7.5% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.0x net interest cover). Earnings have declined by 15% per year over the past 5 years. Minor Risk Profit margins are more than 30% lower than last year (4.5% net profit margin).Upcoming Dividend • Nov 17Upcoming dividend of ฿0.13 per shareEligible shareholders must have bought the stock before 24 November 2025. Payment date: 11 December 2025. Payout ratio is a comfortable 65% and this is well supported by cash flows. Trailing yield: 3.8%. Lower than top quartile of Thai dividend payers (8.0%). Higher than average of industry peers (0.5%).お知らせ • Oct 09Holistic Impact PTE. Ltd. agreed to acquire 14.99% stake in PRTR Group Public Company Limited (SET:PRTR) from Jaymart Group Holdings Public Company Limited (SET:JMART) for approximately THB 300 million.Holistic Impact PTE. Ltd. agreed to acquire 14.99% stake in PRTR Group Public Company Limited (SET:PRTR) from Jaymart Group Holdings Public Company Limited (SET:JMART) for approximately THB 300 million on October 8, 2025. A cash consideration of THB 300.6 million valued at THB 3.34 per share will be paid by Holistic Impact PTE. Ltd. As part of consideration, THB 300.6 million is paid towards common equity of PRTR Group Public Company Limited.Valuation Update With 7 Day Price Move • Sep 08Investor sentiment improves as stock rises 20%After last week's 20% share price gain to ฿10.10, the stock trades at a trailing P/E ratio of 18.1x. Average trailing P/E is 14x in the Electronic industry in Thailand. Total loss to shareholders of 80% over the past three years.Reported Earnings • Aug 14Second quarter 2025 earnings released: EPS: ฿0.076 (vs ฿0.23 in 2Q 2024)Second quarter 2025 results: EPS: ฿0.076 (down from ฿0.23 in 2Q 2024). Revenue: ฿3.82b (up 22% from 2Q 2024). Net income: ฿111.0m (down 67% from 2Q 2024). Profit margin: 2.9% (down from 11% in 2Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 48% per year whereas the company’s share price has fallen by 46% per year.お知らせ • Aug 14Jaymart Group Holdings Public Company Limited to Report First Half, 2025 Results on Aug 13, 2025Jaymart Group Holdings Public Company Limited announced that they will report first half, 2025 results on Aug 13, 2025New Risk • Aug 06New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Thai stocks, typically moving 9.5% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.2x net interest cover). Share price has been highly volatile over the past 3 months (9.5% average weekly change). Earnings have declined by 6.2% per year over the past 5 years. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.Valuation Update With 7 Day Price Move • Aug 06Investor sentiment improves as stock rises 21%After last week's 21% share price gain to ฿9.55, the stock trades at a trailing P/E ratio of 13.4x. Average trailing P/E is 13x in the Electronic industry in Thailand. Total loss to shareholders of 80% over the past three years.Valuation Update With 7 Day Price Move • Jun 10Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ฿7.30, the stock trades at a trailing P/E ratio of 10.2x. Average trailing P/E is 13x in the Electronic industry in Thailand. Total loss to shareholders of 86% over the past three years.Valuation Update With 7 Day Price Move • May 21Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to ฿6.95, the stock trades at a trailing P/E ratio of 9.7x. Average trailing P/E is 13x in the Electronic industry in Thailand. Total loss to shareholders of 87% over the past three years.New Risk • May 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 8.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.3x net interest cover). Earnings have declined by 6.2% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (8.5% average weekly change).Reported Earnings • May 15First quarter 2025 earnings released: EPS: ฿0.096 (vs ฿0.16 in 1Q 2024)First quarter 2025 results: EPS: ฿0.096 (down from ฿0.16 in 1Q 2024). Revenue: ฿3.73b (up 10% from 1Q 2024). Net income: ฿140.3m (down 41% from 1Q 2024). Profit margin: 3.8% (down from 7.0% in 1Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 59% per year but the company’s share price has only fallen by 48% per year, which means it has not declined as severely as earnings.Valuation Update With 7 Day Price Move • Apr 22Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ฿8.25, the stock trades at a trailing P/E ratio of 10.6x. Average trailing P/E is 14x in the Electronic industry in Thailand. Total loss to shareholders of 86% over the past three years.New Risk • Apr 08New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Thai stocks, typically moving 7.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.4x net interest cover). Earnings have declined by 3.4% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (7.7% average weekly change).Valuation Update With 7 Day Price Move • Apr 04Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to ฿7.95, the stock trades at a trailing P/E ratio of 10.2x. Average forward P/E is 13x in the Electronic industry in Thailand. Total loss to shareholders of 86% over the past three years.お知らせ • Feb 13Jaymart Group Holdings Public Company Limited Announces Changes to Sub-Committee Names and PositionsThe Board of Directors meeting of Jaymart Group Holdings Public Company Limited held on February 11, 2025, a resolution was passed to change the names of the sub-committees and the titles of their members, as detailed below: Mr. Suwit Kingkaew; Previous position name; Nomination and Remuneration Committee, and Corporate Governance for Sustainability Committee. New position name; Chairman of the Nomination and Remuneration Committee, Corporate Governance and Sustainability Development Committee. Mr. Phisit Dachanabhirom; Previous position name; Nomination and Remuneration Committee, and Corporate Governance for Sustainability Committee. New position name; Nomination and Remuneration Committee, Corporate Governance and Sustainability Development Committee. Ms. Yuvadee Pong-acha; Previous position name; Nomination and Remuneration Committee, and Corporate Governance for Sustainability Committee. New position name; Nomination and Remuneration Committee, Corporate Governance and Sustainability Development Committee. Mr. Phisit Dachanabhirom; Previous position name; Chairman of the Audit Committee. New position name; Chairman of the Risk Management and Audit Committee. Mr. Suwit Kingkaew; Previous position name; Audit Committee. New position name; The Risk Management and Audit Committee. Mr. Somsak Nontaganok; Previous position name; Audit Committee. New position name; The Risk Management and Audit Committee.Reported Earnings • Feb 12Full year 2024 earnings released: EPS: ฿0.78 (vs ฿0.31 loss in FY 2023)Full year 2024 results: EPS: ฿0.78 (up from ฿0.31 loss in FY 2023). Revenue: ฿13.9b (up 8.2% from FY 2023). Net income: ฿1.14b (up ฿1.59b from FY 2023). Profit margin: 8.2% (up from net loss in FY 2023). The move to profitability was primarily driven by higher revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 27 percentage points per year, which is a significant difference in performance.お知らせ • Feb 12+ 2 more updatesJaymart Group Holdings Public Company Limited Announces the Appointment of Kitipat Chollavuth as DirectorJaymart Group Holdings Public Company Limited announced the appointment of Mr. Kitipat Chollavuth as Director, effective 11 February 2025. Expire Date: 10 April 2026. Date of board resolution for change of director: 11 February 2025.New Risk • Jan 09New 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 6.3% 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 Interest payments are not well covered by earnings (2.5x net interest cover). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.3% average weekly change).Reported Earnings • Nov 10Third quarter 2024 earnings released: EPS: ฿0.17 (vs ฿0.20 in 3Q 2023)Third quarter 2024 results: EPS: ฿0.17 (down from ฿0.20 in 3Q 2023). Revenue: ฿3.43b (up 3.1% from 3Q 2023). Net income: ฿255.3m (down 13% from 3Q 2023). Profit margin: 7.4% (down from 8.8% in 3Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 35 percentage points per year, which is a significant difference in performance.Upcoming Dividend • Sep 23Upcoming dividend of ฿0.24 per shareEligible shareholders must have bought the stock before 30 September 2024. Payment date: 11 October 2024. The company last paid an ordinary dividend in February 2014. The average dividend yield among industry peers is 0.8%.Valuation Update With 7 Day Price Move • Aug 16Investor sentiment improves as stock rises 33%After last week's 33% share price gain to ฿12.10, the stock trades at a trailing P/E ratio of 17.1x. Average forward P/E is 14x in the Electronic industry in Thailand. Total loss to shareholders of 62% over the past three years.Reported Earnings • Aug 10Second quarter 2024 earnings released: EPS: ฿0.23 (vs ฿0.42 loss in 2Q 2023)Second quarter 2024 results: EPS: ฿0.23 (up from ฿0.42 loss in 2Q 2023). Revenue: ฿3.28b (up 8.4% from 2Q 2023). Net income: ฿339.7m (up ฿950.9m from 2Q 2023). Profit margin: 10% (up from net loss in 2Q 2023). 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 34% per year, which means it has not declined as severely as earnings.New Risk • Aug 09New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Thai stocks, typically moving 9.5% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (3.0x net interest cover). Share price has been highly volatile over the past 3 months (9.5% average weekly change). Dividend is not well covered by earnings and cash flows. Dividend per share is over 14x earnings per share. Paying a dividend despite having no free cash flows. Minor Risk Profit margins are more than 30% lower than last year (0.6% net profit margin).New Risk • Jun 04New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Thai stocks, typically moving 6.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (3.0x net interest cover). Dividend is not well covered by earnings and cash flows. Dividend per share is over 14x earnings per share. Paying a dividend despite having no free cash flows. Minor Risks Share price has been volatile over the past 3 months (6.0% average weekly change). Profit margins are more than 30% lower than last year (0.6% net profit margin).Reported Earnings • May 17First quarter 2024 earnings released: EPS: ฿0.16 (vs ฿0.20 loss in 1Q 2023)First quarter 2024 results: EPS: ฿0.16 (up from ฿0.20 loss in 1Q 2023). Revenue: ฿3.57b (up 15% from 1Q 2023). Net income: ฿235.8m (up ฿530.6m from 1Q 2023). Profit margin: 6.6% (up from net loss in 1Q 2023). The move to profitability was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 55% per year but the company’s share price has only fallen by 29% per year, which means it has not declined as severely as earnings.New Risk • Apr 18New 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 6.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (3.0x net interest cover). Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Paying a dividend despite having no free cash flows. Minor Risk Share price has been volatile over the past 3 months (6.0% average weekly change).Price Target Changed • Mar 23Price target decreased by 11% to ฿20.90Down from ฿23.60, the current price target is provided by 1 analyst. New target price is 45% above last closing price of ฿14.40. Stock is down 38% over the past year. The company is forecast to post earnings per share of ฿0.90 next year compared to a net loss per share of ฿0.31 last year.お知らせ • Feb 13Jaymart Group Holdings Public Company Limited to Report Q4, 2023 Results on Feb 12, 2024Jaymart Group Holdings Public Company Limited announced that they will report Q4, 2023 results on Feb 12, 2024Reported Earnings • Feb 13Full year 2023 earnings released: ฿0.31 loss per share (vs ฿1.27 profit in FY 2022)Full year 2023 results: ฿0.31 loss per share (down from ฿1.27 profit in FY 2022). Revenue: ฿13.7b (up 7.9% from FY 2022). Net loss: ฿447.0m (down 125% from profit in FY 2022). Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has only fallen by 19% per year, which means it has not declined as severely as earnings.Reported Earnings • Nov 10Third quarter 2023 earnings released: EPS: ฿0.20 (vs ฿0.40 in 3Q 2022)Third quarter 2023 results: EPS: ฿0.20 (down from ฿0.40 in 3Q 2022). Revenue: ฿3.53b (up 13% from 3Q 2022). Net income: ฿292.9m (down 48% from 3Q 2022). Profit margin: 8.3% (down from 18% in 3Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.Reported Earnings • Aug 18Second quarter 2023 earnings released: ฿0.42 loss per share (vs ฿0.28 profit in 2Q 2022)Second quarter 2023 results: ฿0.42 loss per share (down from ฿0.28 profit in 2Q 2022). Revenue: ฿3.26b (up 10% from 2Q 2022). Net loss: ฿611.2m (down 257% from profit in 2Q 2022). Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 8% per year.Valuation Update With 7 Day Price Move • Aug 15Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ฿18.10, the stock trades at a trailing P/E ratio of 22.3x. Average trailing P/E is 19x in the Electronic industry in Thailand. Total returns to shareholders of 44% over the past three years.Valuation Update With 7 Day Price Move • Jun 21Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to ฿16.60, the stock trades at a trailing P/E ratio of 20.6x. Average trailing P/E is 19x in the Electronic industry in Thailand. Total returns to shareholders of 74% over the past three years.Price Target Changed • May 20Price target decreased by 10% to ฿55.50Down from ฿61.67, the current price target is an average from 2 analysts. New target price is 192% above last closing price of ฿19.00. Stock is down 65% over the past year. The company is forecast to post earnings per share of ฿1.41 for next year compared to ฿1.27 last year.Reported Earnings • May 18First quarter 2023 earnings released: ฿0.20 loss per share (vs ฿0.23 profit in 1Q 2022)First quarter 2023 results: ฿0.20 loss per share (down from ฿0.23 profit in 1Q 2022). Revenue: ฿3.38b (up 5.6% from 1Q 2022). Net loss: ฿294.7m (down 191% from profit in 1Q 2022). Revenue is forecast to grow 20% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Electronic industry in Thailand. Over the last 3 years on average, earnings per share has increased by 29% per year whereas the company’s share price has increased by 33% per year.Valuation Update With 7 Day Price Move • Apr 25Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to ฿17.40, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 15x in the Electronic industry in Thailand. Total returns to shareholders of 139% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ฿24.36 per share.Buying Opportunity • Apr 19Now 23% undervalued after recent price dropOver the last 90 days, the stock is down 51%. The fair value is estimated to be ฿25.31, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.9% over the last 3 years. Earnings per share has grown by 43%. Revenue is forecast to grow by 53% in 2 years. Earnings is forecast to grow by 45% in the next 2 years.Upcoming Dividend • Apr 04Upcoming dividend of ฿0.66 per share at 5.0% yieldEligible shareholders must have bought the stock before 11 April 2023. Payment date: 03 May 2023. Payout ratio is on the higher end at 88% but the company is not cash flow positive. Trailing yield: 5.0%. Lower than top quartile of Thai dividend payers (5.9%). Higher than average of industry peers (0.9%).Valuation Update With 7 Day Price Move • Mar 13Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ฿22.50, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 18x in the Electronic industry in Thailand. Total returns to shareholders of 410% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ฿26.18 per share.Reported Earnings • Feb 19Full year 2022 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2022 results: EPS: ฿1.27 (down from ฿2.39 in FY 2021). Revenue: ฿13.9b (up 30% from FY 2021). Net income: ฿1.79b (down 27% from FY 2021). Profit margin: 13% (down from 23% in FY 2021). Revenue missed analyst estimates by 7.1%. Earnings per share (EPS) exceeded analyst estimates by 10%. Revenue is forecast to grow 16% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Electronic industry in Thailand. Over the last 3 years on average, earnings per share has increased by 43% per year whereas the company’s share price has increased by 42% per year.Major Estimate Revision • Feb 16Consensus EPS estimates increase by 23%, revenue downgradedThe consensus outlook for fiscal year 2022 has been updated. 2022 revenue forecast fell from ฿15.0b to ฿14.6b. EPS estimate rose from ฿1.11 to ฿1.37. Net income forecast to shrink 34% next year vs 14% growth forecast for Electronic industry in Thailand . Consensus price target of ฿58.67 unchanged from last update. Share price fell 17% to ฿29.50 over the past week.Valuation Update With 7 Day Price Move • Feb 15Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to ฿28.50, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 22x in the Electronic industry in Thailand. Total returns to shareholders of 244% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ฿30.58 per share.Major Estimate Revision • Nov 19Consensus EPS estimates fall by 15%The consensus outlook for earnings per share (EPS) in 2022 has deteriorated. 2022 revenue forecast decreased from ฿16.0b to ฿15.0b. EPS estimate also fell from ฿1.31 per share to ฿1.11 per share. Net income forecast to shrink 29% next year vs 9.8% growth forecast for Electronic industry in Thailand . Consensus price target down from ฿61.67 to ฿58.67. Share price fell 7.4% to ฿44.00 over the past week.Board Change • Nov 16Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 6 experienced directors. 1 highly experienced director. 3 independent directors (5 non-independent directors). Director Chitkasem Moo-Ming was the last director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Buying Opportunity • Sep 23Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 6.9%. The fair value is estimated to be ฿63.97, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 65%. Revenue is forecast to grow by 65% in 2 years. Earnings is forecast to grow by 1.6% in the next 2 years.Upcoming Dividend • Aug 17Upcoming dividend of ฿0.45 per shareEligible shareholders must have bought the stock before 24 August 2022. Payment date: 09 September 2022. Payout ratio is a comfortable 72% but the company is not cash flow positive. Trailing yield: 3.2%. Lower than top quartile of Thai dividend payers (5.4%). Higher than average of industry peers (1.1%).Reported Earnings • Aug 14Second quarter 2022 earnings released: EPS: ฿0.28 (vs ฿0.23 in 2Q 2021)Second quarter 2022 results: EPS: ฿0.28 (up from ฿0.23 in 2Q 2021). Revenue: ฿2.97b (up 23% from 2Q 2021). Net income: ฿389.4m (up 68% from 2Q 2021). Profit margin: 13% (up from 9.6% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 42%, compared to a 84% growth forecast for the industry in Thailand. Over the last 3 years on average, earnings per share has increased by 65% per year but the company’s share price has increased by 78% per year, which means it is tracking significantly ahead of earnings growth.Major Estimate Revision • Aug 04Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate fell from ฿1.41 to ฿1.23 per share. Revenue forecast steady at ฿15.8b. Net income forecast to shrink 22% next year vs 22% growth forecast for Electronic industry in Thailand . Consensus price target up from ฿60.17 to ฿61.50. Share price rose 3.1% to ฿49.25 over the past week.Valuation Update With 7 Day Price Move • Jul 06Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to ฿45.00, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 16x in the Electronic industry in Thailand. Total returns to shareholders of 393% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ฿53.40 per share.Price Target Changed • May 21Price target increased to ฿60.17Up from ฿54.00, the current price target is an average from 3 analysts. New target price is 11% above last closing price of ฿54.25. Stock is up 44% over the past year. The company is forecast to post earnings per share of ฿1.41 for next year compared to ฿2.39 last year.Reported Earnings • May 18First quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2022 results: EPS: ฿0.23 (down from ฿0.36 in 1Q 2021). Revenue: ฿3.20b (up 20% from 1Q 2021). Net income: ฿325.1m (down 2.5% from 1Q 2021). Profit margin: 10% (down from 13% in 1Q 2021). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 11%. Earnings per share (EPS) exceeded analyst estimates by 79%. Over the next year, revenue is forecast to grow 46%, compared to a 115% growth forecast for the industry in Thailand. Over the last 3 years on average, earnings per share has increased by 74% per year but the company’s share price has increased by 97% per year, which means it is tracking significantly ahead of earnings growth.Board Change • Apr 27Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 6 experienced directors. 1 highly experienced director. 3 independent directors (5 non-independent directors). Director Chitkasem Moo-Ming was the last director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Upcoming Dividend • Apr 12Upcoming dividend of ฿1.06 per shareEligible shareholders must have bought the stock before 19 April 2022. Payment date: 06 May 2022. Payout ratio is a comfortable 67% but the company is not cash flow positive. Trailing yield: 2.6%. Lower than top quartile of Thai dividend payers (5.2%). Higher than average of industry peers (1.5%).Reported Earnings • Feb 27Full year 2021 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2021 results: EPS: ฿2.39 (up from ฿0.88 in FY 2020). Revenue: ฿10.7b (up 4.3% from FY 2020). Net income: ฿2.47b (up 209% from FY 2020). Profit margin: 23% (up from 7.7% in FY 2020). The increase in margin was primarily driven by lower expenses. Revenue missed analyst estimates by 11%. Earnings per share (EPS) exceeded analyst estimates by 79%. Over the next year, revenue is forecast to grow 50%, compared to a 81% growth forecast for the industry in Thailand. Over the last 3 years on average, earnings per share has increased by 84% per year but the company’s share price has increased by 113% per year, which means it is tracking significantly ahead of earnings growth.Price Target Changed • Nov 26Price target increased to ฿47.75Up from ฿44.00, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of ฿50.25. Stock is up 190% over the past year. The company is forecast to post earnings per share of ฿1.16 for next year compared to ฿0.88 last year.Valuation Update With 7 Day Price Move • Sep 15Investor sentiment improved over the past weekAfter last week's 23% share price gain to ฿43.00, the stock trades at a forward P/E ratio of 38x. Average forward P/E is 25x in the Electronic industry in Thailand. Total returns to shareholders of 503% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ฿59.20 per share.Valuation Update With 7 Day Price Move • Aug 31Investor sentiment improved over the past weekAfter last week's 15% share price gain to ฿38.25, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 24x in the Electronic industry in Thailand. Total returns to shareholders of 450% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ฿59.53 per share.Upcoming Dividend • Aug 16Upcoming dividend of ฿0.40 per shareEligible shareholders must have bought the stock before 23 August 2021. Payment date: 08 September 2021. Trailing yield: 5.0%. Within top quartile of Thai dividend payers (5.0%). Higher than average of industry peers (1.1%).Reported Earnings • Aug 13Second quarter 2021 earnings released: EPS ฿0.23 (vs ฿0.18 in 2Q 2020)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were weaker. Second quarter 2021 results: Revenue: ฿3.11b (up 48% from 2Q 2020). Net income: ฿232.2m (up 45% from 2Q 2020). Profit margin: 7.5% (down from 7.6% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 89% per year but the company’s share price has only increased by 62% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • May 18Upcoming dividend of ฿0.15 per shareEligible shareholders must have bought the stock before 25 May 2021. Payment date: 11 June 2021. Trailing yield: 1.5%. Lower than top quartile of Thai dividend payers (4.9%). Higher than average of industry peers (1.0%).Reported Earnings • May 16First quarter 2021 earnings released: EPS ฿0.36 (vs ฿0.12 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: ฿2.88b (up 19% from 1Q 2020). Net income: ฿333.5m (up 218% from 1Q 2020). Profit margin: 12% (up from 4.3% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 86% per year but the company’s share price has only increased by 57% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Apr 13Upcoming dividend of ฿0.24 per shareEligible shareholders must have bought the stock before 20 April 2021. Payment date: 07 May 2021. Trailing yield: 1.7%. Lower than top quartile of Thai dividend payers (5.0%). Higher than average of industry peers (1.3%).Major Estimate Revision • Mar 11Analysts update estimatesThe 2021 consensus revenue estimate increased from ฿10.8b to ฿13.6b. Earnings per share estimate was lowered from ฿1.03 to ฿0.80 for the same period. Net income is expected to grow by 48% next year compared to 15% growth forecast for the Electronic industry in Thailand. The consensus price target increased from ฿27.50 to ฿40.00. Share price is up 19% to ฿35.50 over the past week.Valuation Update With 7 Day Price Move • Mar 08Investor sentiment improved over the past weekAfter last week's 17% share price gain to ฿33.00, the stock is trading at a trailing P/E ratio of 37.7x, up from the previous P/E ratio of 32.2x. This compares to an average P/E of 29x in the Electronic industry in Thailand. Total returns to shareholders over the past three years are 217%.Is New 90 Day High Low • Mar 05New 90-day high: ฿31.00The company is up 78% from its price of ฿17.40 on 04 December 2020. The Thai market is up 6.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 40% over the same period.Reported Earnings • Feb 27Full year 2020 earnings released: EPS ฿0.88 (vs ฿0.59 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: ฿11.2b (up 4.9% from FY 2019). Net income: ฿797.9m (up 50% from FY 2019). Profit margin: 7.1% (up from 5.0% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 61% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Feb 08Investor sentiment improved over the past weekAfter last week's 19% share price gain to ฿27.00, the stock is trading at a trailing P/E ratio of 36x, up from the previous P/E ratio of 30.1x. This compares to an average P/E of 25x in the Electronic industry in Thailand. Total returns to shareholders over the past three years are 54%.Is New 90 Day High Low • Feb 02New 90-day high: ฿23.60The company is up 48% from its price of ฿16.00 on 04 November 2020. The Thai market is up 22% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Electronic industry, which is up 111% over the same period.Is New 90 Day High Low • Jan 05New 90-day high: ฿20.90The company is up 31% from its price of ฿16.00 on 07 October 2020. The Thai market is up 16% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Electronic industry, which is up 118% over the same period.Valuation Update With 7 Day Price Move • Dec 24Investor sentiment improved over the past weekAfter last week's 15% share price gain to ฿19.50, the stock is trading at a trailing P/E ratio of 26x, up from the previous P/E ratio of 22.5x. This compares to an average P/E of 19x in the Electronic industry in Thailand. Total returns to shareholders over the past three years are 48%.Is New 90 Day High Low • Dec 18New 90-day high: ฿17.90The company is up 22% from its price of ฿14.70 on 18 September 2020. The Thai market is up 16% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Electronic industry, which is up 83% over the same period.Major Estimate Revision • Nov 18Analysts update estimatesThe 2020 consensus earning per share (EPS) estimate was lowered from ฿0.55 to ฿0.45. Revenue estimate was approximately flat at ฿10.4b. Net income is expected to grow by 9.0% next year compared to 14% growth forecast for the Electronic industry in Thailand. The consensus price target of ฿19.00 was unchanged from the last update. Share price is up 8.1% to ฿17.40 over the past week.Is New 90 Day High Low • Nov 17New 90-day high: ฿17.50The company is up 24% from its price of ฿14.10 on 19 August 2020. The Thai market is up 2.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Electronic industry, which is up 37% over the same period.Reported Earnings • Nov 13Third quarter 2020 earnings released: EPS ฿0.29The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: ฿2.89b (up 8.1% from 3Q 2019). Net income: ฿261.3m (up 110% from 3Q 2019). Profit margin: 9.0% (up from 4.7% in 3Q 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.Is New 90 Day High Low • Oct 12New 90-day high: ฿16.80The company is up 41% from its price of ฿11.90 on 14 July 2020. The Thai market is down 5.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Electronic industry, which is up 83% over the same period.配当金の支払いについて今日May 21 2026配当落ち日May 27 2026配当支払日Jun 12 202616 days 配当落ちから次の5 days 、次の配当を受け取るために購入する。決済の安定と成長配当データの取得安定した配当: JMARTの配当金支払いは、過去10年間 変動性 が高かった。増加する配当: JMARTの配当金支払額は過去10年間減少しています。配当利回り対市場Jaymart Group Holdings 配当利回り対市場JMART 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 (JMART)3.1%市場下位25% (TH)3.4%市場トップ25% (TH)7.6%業界平均 (Electronic)0.4%アナリスト予想 (JMART) (最長3年)n/a注目すべき配当: JMARTの配当金 ( 3.06% ) はTH市場の配当金支払者の下位 25% ( 3.41% ) と比べると目立ったものではありません。高配当: JMARTの配当金 ( 3.06% ) はTH市場の配当金支払者の上位 25% ( 7.62% ) と比較すると低いです。株主への利益配当収益カバレッジ: 現在の配当性向（ 81.9% ）では、 JMARTの支払いは利益によってカバーされています。株主配当金キャッシュフローカバレッジ: JMARTは 現金配当性向 ( 14.7% ) が低いため、配当金の支払いはキャッシュフローによって完全にカバーされています。高配当企業の発掘7D1Y7D1Y7D1YTH 市場の強力な配当支払い企業。View Management企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/21 23:40終値2026/05/21 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Jaymart Group Holdings 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Thanapol JiratanakijCGS InternationalVeena NaiduRHB Investment Bank
Upcoming Dividend • May 20Upcoming dividend of ฿0.14 per shareEligible shareholders must have bought the stock before 27 May 2026. Payment date: 12 June 2026. Payout ratio is on the higher end at 82%, however this is supported by cash flows. Trailing yield: 2.9%. Lower than top quartile of Thai dividend payers (7.5%). Higher than average of industry peers (0.4%).
Upcoming Dividend • Nov 17Upcoming dividend of ฿0.13 per shareEligible shareholders must have bought the stock before 24 November 2025. Payment date: 11 December 2025. Payout ratio is a comfortable 65% and this is well supported by cash flows. Trailing yield: 3.8%. Lower than top quartile of Thai dividend payers (8.0%). Higher than average of industry peers (0.5%).
Upcoming Dividend • Sep 23Upcoming dividend of ฿0.24 per shareEligible shareholders must have bought the stock before 30 September 2024. Payment date: 11 October 2024. The company last paid an ordinary dividend in February 2014. The average dividend yield among industry peers is 0.8%.
Upcoming Dividend • Apr 04Upcoming dividend of ฿0.66 per share at 5.0% yieldEligible shareholders must have bought the stock before 11 April 2023. Payment date: 03 May 2023. Payout ratio is on the higher end at 88% but the company is not cash flow positive. Trailing yield: 5.0%. Lower than top quartile of Thai dividend payers (5.9%). Higher than average of industry peers (0.9%).
Upcoming Dividend • Aug 17Upcoming dividend of ฿0.45 per shareEligible shareholders must have bought the stock before 24 August 2022. Payment date: 09 September 2022. Payout ratio is a comfortable 72% but the company is not cash flow positive. Trailing yield: 3.2%. Lower than top quartile of Thai dividend payers (5.4%). Higher than average of industry peers (1.1%).
Upcoming Dividend • Apr 12Upcoming dividend of ฿1.06 per shareEligible shareholders must have bought the stock before 19 April 2022. Payment date: 06 May 2022. Payout ratio is a comfortable 67% but the company is not cash flow positive. Trailing yield: 2.6%. Lower than top quartile of Thai dividend payers (5.2%). Higher than average of industry peers (1.5%).
Upcoming Dividend • May 20Upcoming dividend of ฿0.14 per shareEligible shareholders must have bought the stock before 27 May 2026. Payment date: 12 June 2026. Payout ratio is on the higher end at 82%, however this is supported by cash flows. Trailing yield: 2.9%. Lower than top quartile of Thai dividend payers (7.5%). Higher than average of industry peers (0.4%).
Reported Earnings • May 19First quarter 2026 earnings released: EPS: ฿0.11 (vs ฿0.096 in 1Q 2025)First quarter 2026 results: EPS: ฿0.11 (up from ฿0.096 in 1Q 2025). Revenue: ฿3.89b (up 8.8% from 1Q 2025). Net income: ฿162.7m (up 16% from 1Q 2025). Profit margin: 4.2% (up from 3.9% in 1Q 2025). Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has fallen by 25% per year, which means it is performing significantly worse than earnings.
New Risk • May 15New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Thai stocks, typically moving 10% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.5x net interest cover). Share price has been highly volatile over the past 3 months (10% average weekly change). Earnings have declined by 23% per year over the past 5 years.
Reported Earnings • Feb 14Full year 2025 earnings released: ฿0.11 loss per share (vs ฿0.78 profit in FY 2024)Full year 2025 results: ฿0.11 loss per share (down from ฿0.78 profit in FY 2024). Revenue: ฿15.4b (up 17% from FY 2024). Net loss: ฿161.8m (down 114% from profit in FY 2024). Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has fallen by 33% per year, which means it is performing significantly worse than earnings.
Valuation Update With 7 Day Price Move • Feb 13Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ฿8.20, the stock trades at a trailing P/E ratio of 18.6x. Average trailing P/E is 13x in the Electronic industry in Thailand. Total loss to shareholders of 67% over the past three years.
お知らせ • Feb 12Jaymart Group Holdings Public Company Limited, Annual General Meeting, Apr 09, 2026Jaymart Group Holdings Public Company Limited, Annual General Meeting, Apr 09, 2026, at 14:00 SE Asia Standard Time. Location: jaymart group holdings public company limited`s, meeting room, 2nd floor, building b, located at 18, jaymart building, ramkhamhaeng road, rat phatthana, sub-district, saphan sung district, bangkok Thailand
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 5.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.0x net interest cover). Earnings have declined by 15% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (5.8% average weekly change). Profit margins are more than 30% lower than last year (4.5% net profit margin).
Valuation Update With 7 Day Price Move • Jan 14Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to ฿6.00, the stock trades at a trailing P/E ratio of 13.6x. Average trailing P/E is 11x in the Electronic industry in Thailand. Total loss to shareholders of 84% over the past three years.
New Risk • Nov 20New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 4.5% Last year net profit margin: 7.5% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.0x net interest cover). Earnings have declined by 15% per year over the past 5 years. Minor Risk Profit margins are more than 30% lower than last year (4.5% net profit margin).
Upcoming Dividend • Nov 17Upcoming dividend of ฿0.13 per shareEligible shareholders must have bought the stock before 24 November 2025. Payment date: 11 December 2025. Payout ratio is a comfortable 65% and this is well supported by cash flows. Trailing yield: 3.8%. Lower than top quartile of Thai dividend payers (8.0%). Higher than average of industry peers (0.5%).
お知らせ • Oct 09Holistic Impact PTE. Ltd. agreed to acquire 14.99% stake in PRTR Group Public Company Limited (SET:PRTR) from Jaymart Group Holdings Public Company Limited (SET:JMART) for approximately THB 300 million.Holistic Impact PTE. Ltd. agreed to acquire 14.99% stake in PRTR Group Public Company Limited (SET:PRTR) from Jaymart Group Holdings Public Company Limited (SET:JMART) for approximately THB 300 million on October 8, 2025. A cash consideration of THB 300.6 million valued at THB 3.34 per share will be paid by Holistic Impact PTE. Ltd. As part of consideration, THB 300.6 million is paid towards common equity of PRTR Group Public Company Limited.
Valuation Update With 7 Day Price Move • Sep 08Investor sentiment improves as stock rises 20%After last week's 20% share price gain to ฿10.10, the stock trades at a trailing P/E ratio of 18.1x. Average trailing P/E is 14x in the Electronic industry in Thailand. Total loss to shareholders of 80% over the past three years.
Reported Earnings • Aug 14Second quarter 2025 earnings released: EPS: ฿0.076 (vs ฿0.23 in 2Q 2024)Second quarter 2025 results: EPS: ฿0.076 (down from ฿0.23 in 2Q 2024). Revenue: ฿3.82b (up 22% from 2Q 2024). Net income: ฿111.0m (down 67% from 2Q 2024). Profit margin: 2.9% (down from 11% in 2Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 48% per year whereas the company’s share price has fallen by 46% per year.
お知らせ • Aug 14Jaymart Group Holdings Public Company Limited to Report First Half, 2025 Results on Aug 13, 2025Jaymart Group Holdings Public Company Limited announced that they will report first half, 2025 results on Aug 13, 2025
New Risk • Aug 06New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Thai stocks, typically moving 9.5% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.2x net interest cover). Share price has been highly volatile over the past 3 months (9.5% average weekly change). Earnings have declined by 6.2% per year over the past 5 years. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
Valuation Update With 7 Day Price Move • Aug 06Investor sentiment improves as stock rises 21%After last week's 21% share price gain to ฿9.55, the stock trades at a trailing P/E ratio of 13.4x. Average trailing P/E is 13x in the Electronic industry in Thailand. Total loss to shareholders of 80% over the past three years.
Valuation Update With 7 Day Price Move • Jun 10Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ฿7.30, the stock trades at a trailing P/E ratio of 10.2x. Average trailing P/E is 13x in the Electronic industry in Thailand. Total loss to shareholders of 86% over the past three years.
Valuation Update With 7 Day Price Move • May 21Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to ฿6.95, the stock trades at a trailing P/E ratio of 9.7x. Average trailing P/E is 13x in the Electronic industry in Thailand. Total loss to shareholders of 87% over the past three years.
New Risk • May 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 8.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.3x net interest cover). Earnings have declined by 6.2% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (8.5% average weekly change).
Reported Earnings • May 15First quarter 2025 earnings released: EPS: ฿0.096 (vs ฿0.16 in 1Q 2024)First quarter 2025 results: EPS: ฿0.096 (down from ฿0.16 in 1Q 2024). Revenue: ฿3.73b (up 10% from 1Q 2024). Net income: ฿140.3m (down 41% from 1Q 2024). Profit margin: 3.8% (down from 7.0% in 1Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 59% per year but the company’s share price has only fallen by 48% per year, which means it has not declined as severely as earnings.
Valuation Update With 7 Day Price Move • Apr 22Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ฿8.25, the stock trades at a trailing P/E ratio of 10.6x. Average trailing P/E is 14x in the Electronic industry in Thailand. Total loss to shareholders of 86% over the past three years.
New Risk • Apr 08New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Thai stocks, typically moving 7.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.4x net interest cover). Earnings have declined by 3.4% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (7.7% average weekly change).
Valuation Update With 7 Day Price Move • Apr 04Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to ฿7.95, the stock trades at a trailing P/E ratio of 10.2x. Average forward P/E is 13x in the Electronic industry in Thailand. Total loss to shareholders of 86% over the past three years.
お知らせ • Feb 13Jaymart Group Holdings Public Company Limited Announces Changes to Sub-Committee Names and PositionsThe Board of Directors meeting of Jaymart Group Holdings Public Company Limited held on February 11, 2025, a resolution was passed to change the names of the sub-committees and the titles of their members, as detailed below: Mr. Suwit Kingkaew; Previous position name; Nomination and Remuneration Committee, and Corporate Governance for Sustainability Committee. New position name; Chairman of the Nomination and Remuneration Committee, Corporate Governance and Sustainability Development Committee. Mr. Phisit Dachanabhirom; Previous position name; Nomination and Remuneration Committee, and Corporate Governance for Sustainability Committee. New position name; Nomination and Remuneration Committee, Corporate Governance and Sustainability Development Committee. Ms. Yuvadee Pong-acha; Previous position name; Nomination and Remuneration Committee, and Corporate Governance for Sustainability Committee. New position name; Nomination and Remuneration Committee, Corporate Governance and Sustainability Development Committee. Mr. Phisit Dachanabhirom; Previous position name; Chairman of the Audit Committee. New position name; Chairman of the Risk Management and Audit Committee. Mr. Suwit Kingkaew; Previous position name; Audit Committee. New position name; The Risk Management and Audit Committee. Mr. Somsak Nontaganok; Previous position name; Audit Committee. New position name; The Risk Management and Audit Committee.
Reported Earnings • Feb 12Full year 2024 earnings released: EPS: ฿0.78 (vs ฿0.31 loss in FY 2023)Full year 2024 results: EPS: ฿0.78 (up from ฿0.31 loss in FY 2023). Revenue: ฿13.9b (up 8.2% from FY 2023). Net income: ฿1.14b (up ฿1.59b from FY 2023). Profit margin: 8.2% (up from net loss in FY 2023). The move to profitability was primarily driven by higher revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 27 percentage points per year, which is a significant difference in performance.
お知らせ • Feb 12+ 2 more updatesJaymart Group Holdings Public Company Limited Announces the Appointment of Kitipat Chollavuth as DirectorJaymart Group Holdings Public Company Limited announced the appointment of Mr. Kitipat Chollavuth as Director, effective 11 February 2025. Expire Date: 10 April 2026. Date of board resolution for change of director: 11 February 2025.
New Risk • Jan 09New 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 6.3% 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 Interest payments are not well covered by earnings (2.5x net interest cover). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.3% average weekly change).
Reported Earnings • Nov 10Third quarter 2024 earnings released: EPS: ฿0.17 (vs ฿0.20 in 3Q 2023)Third quarter 2024 results: EPS: ฿0.17 (down from ฿0.20 in 3Q 2023). Revenue: ฿3.43b (up 3.1% from 3Q 2023). Net income: ฿255.3m (down 13% from 3Q 2023). Profit margin: 7.4% (down from 8.8% in 3Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 35 percentage points per year, which is a significant difference in performance.
Upcoming Dividend • Sep 23Upcoming dividend of ฿0.24 per shareEligible shareholders must have bought the stock before 30 September 2024. Payment date: 11 October 2024. The company last paid an ordinary dividend in February 2014. The average dividend yield among industry peers is 0.8%.
Valuation Update With 7 Day Price Move • Aug 16Investor sentiment improves as stock rises 33%After last week's 33% share price gain to ฿12.10, the stock trades at a trailing P/E ratio of 17.1x. Average forward P/E is 14x in the Electronic industry in Thailand. Total loss to shareholders of 62% over the past three years.
Reported Earnings • Aug 10Second quarter 2024 earnings released: EPS: ฿0.23 (vs ฿0.42 loss in 2Q 2023)Second quarter 2024 results: EPS: ฿0.23 (up from ฿0.42 loss in 2Q 2023). Revenue: ฿3.28b (up 8.4% from 2Q 2023). Net income: ฿339.7m (up ฿950.9m from 2Q 2023). Profit margin: 10% (up from net loss in 2Q 2023). 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 34% per year, which means it has not declined as severely as earnings.
New Risk • Aug 09New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Thai stocks, typically moving 9.5% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (3.0x net interest cover). Share price has been highly volatile over the past 3 months (9.5% average weekly change). Dividend is not well covered by earnings and cash flows. Dividend per share is over 14x earnings per share. Paying a dividend despite having no free cash flows. Minor Risk Profit margins are more than 30% lower than last year (0.6% net profit margin).
New Risk • Jun 04New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Thai stocks, typically moving 6.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (3.0x net interest cover). Dividend is not well covered by earnings and cash flows. Dividend per share is over 14x earnings per share. Paying a dividend despite having no free cash flows. Minor Risks Share price has been volatile over the past 3 months (6.0% average weekly change). Profit margins are more than 30% lower than last year (0.6% net profit margin).
Reported Earnings • May 17First quarter 2024 earnings released: EPS: ฿0.16 (vs ฿0.20 loss in 1Q 2023)First quarter 2024 results: EPS: ฿0.16 (up from ฿0.20 loss in 1Q 2023). Revenue: ฿3.57b (up 15% from 1Q 2023). Net income: ฿235.8m (up ฿530.6m from 1Q 2023). Profit margin: 6.6% (up from net loss in 1Q 2023). The move to profitability was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 55% per year but the company’s share price has only fallen by 29% per year, which means it has not declined as severely as earnings.
New Risk • Apr 18New 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 6.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (3.0x net interest cover). Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Paying a dividend despite having no free cash flows. Minor Risk Share price has been volatile over the past 3 months (6.0% average weekly change).
Price Target Changed • Mar 23Price target decreased by 11% to ฿20.90Down from ฿23.60, the current price target is provided by 1 analyst. New target price is 45% above last closing price of ฿14.40. Stock is down 38% over the past year. The company is forecast to post earnings per share of ฿0.90 next year compared to a net loss per share of ฿0.31 last year.
お知らせ • Feb 13Jaymart Group Holdings Public Company Limited to Report Q4, 2023 Results on Feb 12, 2024Jaymart Group Holdings Public Company Limited announced that they will report Q4, 2023 results on Feb 12, 2024
Reported Earnings • Feb 13Full year 2023 earnings released: ฿0.31 loss per share (vs ฿1.27 profit in FY 2022)Full year 2023 results: ฿0.31 loss per share (down from ฿1.27 profit in FY 2022). Revenue: ฿13.7b (up 7.9% from FY 2022). Net loss: ฿447.0m (down 125% from profit in FY 2022). Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has only fallen by 19% per year, which means it has not declined as severely as earnings.
Reported Earnings • Nov 10Third quarter 2023 earnings released: EPS: ฿0.20 (vs ฿0.40 in 3Q 2022)Third quarter 2023 results: EPS: ฿0.20 (down from ฿0.40 in 3Q 2022). Revenue: ฿3.53b (up 13% from 3Q 2022). Net income: ฿292.9m (down 48% from 3Q 2022). Profit margin: 8.3% (down from 18% in 3Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.
Reported Earnings • Aug 18Second quarter 2023 earnings released: ฿0.42 loss per share (vs ฿0.28 profit in 2Q 2022)Second quarter 2023 results: ฿0.42 loss per share (down from ฿0.28 profit in 2Q 2022). Revenue: ฿3.26b (up 10% from 2Q 2022). Net loss: ฿611.2m (down 257% from profit in 2Q 2022). Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 8% per year.
Valuation Update With 7 Day Price Move • Aug 15Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ฿18.10, the stock trades at a trailing P/E ratio of 22.3x. Average trailing P/E is 19x in the Electronic industry in Thailand. Total returns to shareholders of 44% over the past three years.
Valuation Update With 7 Day Price Move • Jun 21Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to ฿16.60, the stock trades at a trailing P/E ratio of 20.6x. Average trailing P/E is 19x in the Electronic industry in Thailand. Total returns to shareholders of 74% over the past three years.
Price Target Changed • May 20Price target decreased by 10% to ฿55.50Down from ฿61.67, the current price target is an average from 2 analysts. New target price is 192% above last closing price of ฿19.00. Stock is down 65% over the past year. The company is forecast to post earnings per share of ฿1.41 for next year compared to ฿1.27 last year.
Reported Earnings • May 18First quarter 2023 earnings released: ฿0.20 loss per share (vs ฿0.23 profit in 1Q 2022)First quarter 2023 results: ฿0.20 loss per share (down from ฿0.23 profit in 1Q 2022). Revenue: ฿3.38b (up 5.6% from 1Q 2022). Net loss: ฿294.7m (down 191% from profit in 1Q 2022). Revenue is forecast to grow 20% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Electronic industry in Thailand. Over the last 3 years on average, earnings per share has increased by 29% per year whereas the company’s share price has increased by 33% per year.
Valuation Update With 7 Day Price Move • Apr 25Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to ฿17.40, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 15x in the Electronic industry in Thailand. Total returns to shareholders of 139% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ฿24.36 per share.
Buying Opportunity • Apr 19Now 23% undervalued after recent price dropOver the last 90 days, the stock is down 51%. The fair value is estimated to be ฿25.31, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.9% over the last 3 years. Earnings per share has grown by 43%. Revenue is forecast to grow by 53% in 2 years. Earnings is forecast to grow by 45% in the next 2 years.
Upcoming Dividend • Apr 04Upcoming dividend of ฿0.66 per share at 5.0% yieldEligible shareholders must have bought the stock before 11 April 2023. Payment date: 03 May 2023. Payout ratio is on the higher end at 88% but the company is not cash flow positive. Trailing yield: 5.0%. Lower than top quartile of Thai dividend payers (5.9%). Higher than average of industry peers (0.9%).
Valuation Update With 7 Day Price Move • Mar 13Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ฿22.50, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 18x in the Electronic industry in Thailand. Total returns to shareholders of 410% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ฿26.18 per share.
Reported Earnings • Feb 19Full year 2022 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2022 results: EPS: ฿1.27 (down from ฿2.39 in FY 2021). Revenue: ฿13.9b (up 30% from FY 2021). Net income: ฿1.79b (down 27% from FY 2021). Profit margin: 13% (down from 23% in FY 2021). Revenue missed analyst estimates by 7.1%. Earnings per share (EPS) exceeded analyst estimates by 10%. Revenue is forecast to grow 16% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Electronic industry in Thailand. Over the last 3 years on average, earnings per share has increased by 43% per year whereas the company’s share price has increased by 42% per year.
Major Estimate Revision • Feb 16Consensus EPS estimates increase by 23%, revenue downgradedThe consensus outlook for fiscal year 2022 has been updated. 2022 revenue forecast fell from ฿15.0b to ฿14.6b. EPS estimate rose from ฿1.11 to ฿1.37. Net income forecast to shrink 34% next year vs 14% growth forecast for Electronic industry in Thailand . Consensus price target of ฿58.67 unchanged from last update. Share price fell 17% to ฿29.50 over the past week.
Valuation Update With 7 Day Price Move • Feb 15Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to ฿28.50, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 22x in the Electronic industry in Thailand. Total returns to shareholders of 244% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ฿30.58 per share.
Major Estimate Revision • Nov 19Consensus EPS estimates fall by 15%The consensus outlook for earnings per share (EPS) in 2022 has deteriorated. 2022 revenue forecast decreased from ฿16.0b to ฿15.0b. EPS estimate also fell from ฿1.31 per share to ฿1.11 per share. Net income forecast to shrink 29% next year vs 9.8% growth forecast for Electronic industry in Thailand . Consensus price target down from ฿61.67 to ฿58.67. Share price fell 7.4% to ฿44.00 over the past week.
Board Change • Nov 16Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 6 experienced directors. 1 highly experienced director. 3 independent directors (5 non-independent directors). Director Chitkasem Moo-Ming was the last director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Buying Opportunity • Sep 23Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 6.9%. The fair value is estimated to be ฿63.97, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 65%. Revenue is forecast to grow by 65% in 2 years. Earnings is forecast to grow by 1.6% in the next 2 years.
Upcoming Dividend • Aug 17Upcoming dividend of ฿0.45 per shareEligible shareholders must have bought the stock before 24 August 2022. Payment date: 09 September 2022. Payout ratio is a comfortable 72% but the company is not cash flow positive. Trailing yield: 3.2%. Lower than top quartile of Thai dividend payers (5.4%). Higher than average of industry peers (1.1%).
Reported Earnings • Aug 14Second quarter 2022 earnings released: EPS: ฿0.28 (vs ฿0.23 in 2Q 2021)Second quarter 2022 results: EPS: ฿0.28 (up from ฿0.23 in 2Q 2021). Revenue: ฿2.97b (up 23% from 2Q 2021). Net income: ฿389.4m (up 68% from 2Q 2021). Profit margin: 13% (up from 9.6% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 42%, compared to a 84% growth forecast for the industry in Thailand. Over the last 3 years on average, earnings per share has increased by 65% per year but the company’s share price has increased by 78% per year, which means it is tracking significantly ahead of earnings growth.
Major Estimate Revision • Aug 04Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate fell from ฿1.41 to ฿1.23 per share. Revenue forecast steady at ฿15.8b. Net income forecast to shrink 22% next year vs 22% growth forecast for Electronic industry in Thailand . Consensus price target up from ฿60.17 to ฿61.50. Share price rose 3.1% to ฿49.25 over the past week.
Valuation Update With 7 Day Price Move • Jul 06Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to ฿45.00, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 16x in the Electronic industry in Thailand. Total returns to shareholders of 393% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ฿53.40 per share.
Price Target Changed • May 21Price target increased to ฿60.17Up from ฿54.00, the current price target is an average from 3 analysts. New target price is 11% above last closing price of ฿54.25. Stock is up 44% over the past year. The company is forecast to post earnings per share of ฿1.41 for next year compared to ฿2.39 last year.
Reported Earnings • May 18First quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2022 results: EPS: ฿0.23 (down from ฿0.36 in 1Q 2021). Revenue: ฿3.20b (up 20% from 1Q 2021). Net income: ฿325.1m (down 2.5% from 1Q 2021). Profit margin: 10% (down from 13% in 1Q 2021). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 11%. Earnings per share (EPS) exceeded analyst estimates by 79%. Over the next year, revenue is forecast to grow 46%, compared to a 115% growth forecast for the industry in Thailand. Over the last 3 years on average, earnings per share has increased by 74% per year but the company’s share price has increased by 97% per year, which means it is tracking significantly ahead of earnings growth.
Board Change • Apr 27Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 6 experienced directors. 1 highly experienced director. 3 independent directors (5 non-independent directors). Director Chitkasem Moo-Ming was the last director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Upcoming Dividend • Apr 12Upcoming dividend of ฿1.06 per shareEligible shareholders must have bought the stock before 19 April 2022. Payment date: 06 May 2022. Payout ratio is a comfortable 67% but the company is not cash flow positive. Trailing yield: 2.6%. Lower than top quartile of Thai dividend payers (5.2%). Higher than average of industry peers (1.5%).
Reported Earnings • Feb 27Full year 2021 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2021 results: EPS: ฿2.39 (up from ฿0.88 in FY 2020). Revenue: ฿10.7b (up 4.3% from FY 2020). Net income: ฿2.47b (up 209% from FY 2020). Profit margin: 23% (up from 7.7% in FY 2020). The increase in margin was primarily driven by lower expenses. Revenue missed analyst estimates by 11%. Earnings per share (EPS) exceeded analyst estimates by 79%. Over the next year, revenue is forecast to grow 50%, compared to a 81% growth forecast for the industry in Thailand. Over the last 3 years on average, earnings per share has increased by 84% per year but the company’s share price has increased by 113% per year, which means it is tracking significantly ahead of earnings growth.
Price Target Changed • Nov 26Price target increased to ฿47.75Up from ฿44.00, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of ฿50.25. Stock is up 190% over the past year. The company is forecast to post earnings per share of ฿1.16 for next year compared to ฿0.88 last year.
Valuation Update With 7 Day Price Move • Sep 15Investor sentiment improved over the past weekAfter last week's 23% share price gain to ฿43.00, the stock trades at a forward P/E ratio of 38x. Average forward P/E is 25x in the Electronic industry in Thailand. Total returns to shareholders of 503% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ฿59.20 per share.
Valuation Update With 7 Day Price Move • Aug 31Investor sentiment improved over the past weekAfter last week's 15% share price gain to ฿38.25, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 24x in the Electronic industry in Thailand. Total returns to shareholders of 450% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ฿59.53 per share.
Upcoming Dividend • Aug 16Upcoming dividend of ฿0.40 per shareEligible shareholders must have bought the stock before 23 August 2021. Payment date: 08 September 2021. Trailing yield: 5.0%. Within top quartile of Thai dividend payers (5.0%). Higher than average of industry peers (1.1%).
Reported Earnings • Aug 13Second quarter 2021 earnings released: EPS ฿0.23 (vs ฿0.18 in 2Q 2020)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were weaker. Second quarter 2021 results: Revenue: ฿3.11b (up 48% from 2Q 2020). Net income: ฿232.2m (up 45% from 2Q 2020). Profit margin: 7.5% (down from 7.6% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 89% per year but the company’s share price has only increased by 62% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • May 18Upcoming dividend of ฿0.15 per shareEligible shareholders must have bought the stock before 25 May 2021. Payment date: 11 June 2021. Trailing yield: 1.5%. Lower than top quartile of Thai dividend payers (4.9%). Higher than average of industry peers (1.0%).
Reported Earnings • May 16First quarter 2021 earnings released: EPS ฿0.36 (vs ฿0.12 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: ฿2.88b (up 19% from 1Q 2020). Net income: ฿333.5m (up 218% from 1Q 2020). Profit margin: 12% (up from 4.3% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 86% per year but the company’s share price has only increased by 57% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Apr 13Upcoming dividend of ฿0.24 per shareEligible shareholders must have bought the stock before 20 April 2021. Payment date: 07 May 2021. Trailing yield: 1.7%. Lower than top quartile of Thai dividend payers (5.0%). Higher than average of industry peers (1.3%).
Major Estimate Revision • Mar 11Analysts update estimatesThe 2021 consensus revenue estimate increased from ฿10.8b to ฿13.6b. Earnings per share estimate was lowered from ฿1.03 to ฿0.80 for the same period. Net income is expected to grow by 48% next year compared to 15% growth forecast for the Electronic industry in Thailand. The consensus price target increased from ฿27.50 to ฿40.00. Share price is up 19% to ฿35.50 over the past week.
Valuation Update With 7 Day Price Move • Mar 08Investor sentiment improved over the past weekAfter last week's 17% share price gain to ฿33.00, the stock is trading at a trailing P/E ratio of 37.7x, up from the previous P/E ratio of 32.2x. This compares to an average P/E of 29x in the Electronic industry in Thailand. Total returns to shareholders over the past three years are 217%.
Is New 90 Day High Low • Mar 05New 90-day high: ฿31.00The company is up 78% from its price of ฿17.40 on 04 December 2020. The Thai market is up 6.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 40% over the same period.
Reported Earnings • Feb 27Full year 2020 earnings released: EPS ฿0.88 (vs ฿0.59 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: ฿11.2b (up 4.9% from FY 2019). Net income: ฿797.9m (up 50% from FY 2019). Profit margin: 7.1% (up from 5.0% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 61% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Feb 08Investor sentiment improved over the past weekAfter last week's 19% share price gain to ฿27.00, the stock is trading at a trailing P/E ratio of 36x, up from the previous P/E ratio of 30.1x. This compares to an average P/E of 25x in the Electronic industry in Thailand. Total returns to shareholders over the past three years are 54%.
Is New 90 Day High Low • Feb 02New 90-day high: ฿23.60The company is up 48% from its price of ฿16.00 on 04 November 2020. The Thai market is up 22% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Electronic industry, which is up 111% over the same period.
Is New 90 Day High Low • Jan 05New 90-day high: ฿20.90The company is up 31% from its price of ฿16.00 on 07 October 2020. The Thai market is up 16% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Electronic industry, which is up 118% over the same period.
Valuation Update With 7 Day Price Move • Dec 24Investor sentiment improved over the past weekAfter last week's 15% share price gain to ฿19.50, the stock is trading at a trailing P/E ratio of 26x, up from the previous P/E ratio of 22.5x. This compares to an average P/E of 19x in the Electronic industry in Thailand. Total returns to shareholders over the past three years are 48%.
Is New 90 Day High Low • Dec 18New 90-day high: ฿17.90The company is up 22% from its price of ฿14.70 on 18 September 2020. The Thai market is up 16% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Electronic industry, which is up 83% over the same period.
Major Estimate Revision • Nov 18Analysts update estimatesThe 2020 consensus earning per share (EPS) estimate was lowered from ฿0.55 to ฿0.45. Revenue estimate was approximately flat at ฿10.4b. Net income is expected to grow by 9.0% next year compared to 14% growth forecast for the Electronic industry in Thailand. The consensus price target of ฿19.00 was unchanged from the last update. Share price is up 8.1% to ฿17.40 over the past week.
Is New 90 Day High Low • Nov 17New 90-day high: ฿17.50The company is up 24% from its price of ฿14.10 on 19 August 2020. The Thai market is up 2.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Electronic industry, which is up 37% over the same period.
Reported Earnings • Nov 13Third quarter 2020 earnings released: EPS ฿0.29The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: ฿2.89b (up 8.1% from 3Q 2019). Net income: ฿261.3m (up 110% from 3Q 2019). Profit margin: 9.0% (up from 4.7% in 3Q 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
Is New 90 Day High Low • Oct 12New 90-day high: ฿16.80The company is up 41% from its price of ฿11.90 on 14 July 2020. The Thai market is down 5.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Electronic industry, which is up 83% over the same period.