View Future GrowthLoxley 過去の業績過去 基準チェック /46Loxleyの収益は年間平均-5.6%の割合で減少していますが、 Electronic業界の収益は年間 増加しています。収益は年間2.3% 2%割合で 減少しています。 Loxleyの自己資本利益率は10%であり、純利益率は5%です。主要情報-5.60%収益成長率-5.88%EPS成長率Electronic 業界の成長18.10%収益成長率-2.04%株主資本利益率10.01%ネット・マージン4.99%前回の決算情報31 Mar 2026最近の業績更新Reported Earnings • May 19First quarter 2026 earnings released: EPS: ฿0.09 (vs ฿0.03 in 1Q 2025)First quarter 2026 results: EPS: ฿0.09 (up from ฿0.03 in 1Q 2025). Revenue: ฿3.06b (up 12% from 1Q 2025). Net income: ฿199.2m (up 211% from 1Q 2025). Profit margin: 6.5% (up from 2.3% in 1Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.Reported Earnings • Feb 27Full year 2025 earnings released: EPS: ฿0.21 (vs ฿0.022 in FY 2024)Full year 2025 results: EPS: ฿0.21 (up from ฿0.022 in FY 2024). Revenue: ฿11.9b (up 4.1% from FY 2024). Net income: ฿470.0m (up ฿419.8m from FY 2024). Profit margin: 4.0% (up from 0.4% in FY 2024). Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.Reported Earnings • Nov 15Third quarter 2025 earnings released: EPS: ฿0.06 (vs ฿0.003 in 3Q 2024)Third quarter 2025 results: EPS: ฿0.06 (up from ฿0.003 in 3Q 2024). Revenue: ฿3.02b (flat on 3Q 2024). Net income: ฿128.5m (up ฿121.5m from 3Q 2024). Profit margin: 4.3% (up from 0.2% in 3Q 2024). Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.Reported Earnings • Aug 16Second quarter 2025 earnings released: EPS: ฿0.03 (vs ฿0 in 2Q 2024)Second quarter 2025 results: EPS: ฿0.03 (up from ฿0 in 2Q 2024). Revenue: ฿2.71b (up 1.3% from 2Q 2024). Net income: ฿83.0m (up ฿83.6m from 2Q 2024). Profit margin: 3.1% (up from 0% in 2Q 2024). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 21% per year whereas the company’s share price has fallen by 18% per year.Reported Earnings • May 16First quarter 2025 earnings released: EPS: ฿0.03 (vs ฿0.05 in 1Q 2024)First quarter 2025 results: EPS: ฿0.03 (down from ฿0.05 in 1Q 2024). Revenue: ฿2.74b (up 17% from 1Q 2024). Net income: ฿64.1m (down 42% from 1Q 2024). Profit margin: 2.3% (down from 4.7% 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 29% per year but the company’s share price has only fallen by 23% per year, which means it has not declined as severely as earnings.Reported Earnings • Aug 14Second quarter 2024 earnings released: EPS: ฿0 (vs ฿0.072 in 2Q 2023)Second quarter 2024 results: EPS: ฿0 (down from ฿0.072 in 2Q 2023). Revenue: ฿2.68b (up 7.0% from 2Q 2023). Net loss: ฿631.0k (down 100% from profit in 2Q 2023). Profit margin: 0% (down from 6.2% in 2Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 28% per year but the company’s share price has only fallen by 18% per year, which means it has not declined as severely as earnings.すべての更新を表示Recent updatesReported Earnings • May 19First quarter 2026 earnings released: EPS: ฿0.09 (vs ฿0.03 in 1Q 2025)First quarter 2026 results: EPS: ฿0.09 (up from ฿0.03 in 1Q 2025). Revenue: ฿3.06b (up 12% from 1Q 2025). Net income: ฿199.2m (up 211% from 1Q 2025). Profit margin: 6.5% (up from 2.3% in 1Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.New Risk • Mar 03New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. The company is paying a dividend despite having no free cash flows. Dividend yield: 5.3% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 9.0% per year over the past 5 years. Minor Risk Paying a dividend despite having no free cash flows.Declared Dividend • Feb 28Dividend increased to ฿0.08Dividend of ฿0.08 is 167% higher than last year. Ex-date: 11th March 2026 Payment date: 18th May 2026 Dividend yield will be 5.2%, which is higher than the industry average of 1.0%.Reported Earnings • Feb 27Full year 2025 earnings released: EPS: ฿0.21 (vs ฿0.022 in FY 2024)Full year 2025 results: EPS: ฿0.21 (up from ฿0.022 in FY 2024). Revenue: ฿11.9b (up 4.1% from FY 2024). Net income: ฿470.0m (up ฿419.8m from FY 2024). Profit margin: 4.0% (up from 0.4% in FY 2024). Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.お知らせ • Feb 26Loxley Public Company Limited Proposes Cash Dividend for Operating Period from 01-January-2025 to 31-December-2025, Payable May 18, 2026Loxley Public Company Limited proposed dividend of Cash dividend payment THB 0.08 per share, Par value (THB) 1.00 Operating period from 01-Jan-2025 to 31-Dec-2025. Ex-dividend date 11-March-2026, Record date for the right to receive dividends 12-March-2026 and Payment date May 18, 2026.Valuation Update With 7 Day Price Move • Feb 26Investor sentiment improves as stock rises 20%After last week's 20% share price gain to ฿1.59, the stock trades at a trailing P/E ratio of 17.3x. Average trailing P/E is 12x in the Electronic industry in Thailand. Total loss to shareholders of 15% over the past three years.お知らせ • Feb 25Loxley Public Company Limited, Annual General Meeting, Apr 24, 2026Loxley Public Company Limited, Annual General Meeting, Apr 24, 2026, at 14:00 SE Asia Standard Time.Buy Or Sell Opportunity • Feb 13Now 21% overvaluedOver the last 90 days, the stock has fallen 13% to ฿1.29. The fair value is estimated to be ฿1.07, however this is not to be taken as a sell 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 14%.Buy Or Sell Opportunity • Jan 09Now 22% overvaluedOver the last 90 days, the stock has fallen 24% to ฿1.26. The fair value is estimated to be ฿1.03, however this is not to be taken as a sell 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 14%.New Risk • Nov 19New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: ฿3.19b (US$98.5m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. This is currently the only risk that has been identified for the company.Reported Earnings • Nov 15Third quarter 2025 earnings released: EPS: ฿0.06 (vs ฿0.003 in 3Q 2024)Third quarter 2025 results: EPS: ฿0.06 (up from ฿0.003 in 3Q 2024). Revenue: ฿3.02b (flat on 3Q 2024). Net income: ฿128.5m (up ฿121.5m from 3Q 2024). Profit margin: 4.3% (up from 0.2% in 3Q 2024). Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Sep 12Investor sentiment improves as stock rises 19%After last week's 19% share price gain to ฿1.77, the stock trades at a trailing P/E ratio of 46.3x. Average trailing P/E is 14x in the Electronic industry in Thailand. Total loss to shareholders of 16% over the past three years.Valuation Update With 7 Day Price Move • Aug 21Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ฿1.35, the stock trades at a trailing P/E ratio of 35.3x. Average trailing P/E is 14x in the Electronic industry in Thailand. Total loss to shareholders of 37% over the past three years.Reported Earnings • Aug 16Second quarter 2025 earnings released: EPS: ฿0.03 (vs ฿0 in 2Q 2024)Second quarter 2025 results: EPS: ฿0.03 (up from ฿0 in 2Q 2024). Revenue: ฿2.71b (up 1.3% from 2Q 2024). Net income: ฿83.0m (up ฿83.6m from 2Q 2024). Profit margin: 3.1% (up from 0% in 2Q 2024). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 21% per year whereas the company’s share price has fallen by 18% per year.Reported Earnings • May 16First quarter 2025 earnings released: EPS: ฿0.03 (vs ฿0.05 in 1Q 2024)First quarter 2025 results: EPS: ฿0.03 (down from ฿0.05 in 1Q 2024). Revenue: ฿2.74b (up 17% from 1Q 2024). Net income: ฿64.1m (down 42% from 1Q 2024). Profit margin: 2.3% (down from 4.7% 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 29% per year but the company’s share price has only fallen by 23% per year, which means it has not declined as severely as earnings.Declared Dividend • Mar 01Dividend reduced to ฿0.03Dividend of ฿0.03 is 57% lower than last year. Ex-date: 13th March 2025 Payment date: 20th May 2025 Dividend yield will be 2.5%, which is higher than the industry average of 1.0%. Sustainability & Growth Dividend is covered by earnings (71% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. Earnings per share has grown by 43% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.お知らせ • Feb 28Loxley Public Company Limited, Annual General Meeting, Apr 25, 2025Loxley Public Company Limited, Annual General Meeting, Apr 25, 2025, at 13:30 SE Asia Standard Time.お知らせ • Feb 27Loxley Public Company Limited Proposes Dividend Payment for the Year 2024, Payable on 20 May 2025Loxley Public Company Limited at its board meeting held on 27 February 2025 proposed to the Shareholders' meeting to consider and approve the allocation of net profit for the year 2024 as a legal reserve in the amount of THB 2,946,000, representing 5% of the company's net profit, and to approve the dividend payment for the 2024 performance at a rate of THB 0.03 per share. The dividend payment shall be made from the net profit of the year 2024, after deducting corporate income tax and all legally required reserves, in the amount of THB 55,965,388, and from retained earnings in the amount of THB 11,983,260, resulting in a total dividend payment of THB 67,948,648, in accordance with the Company's dividend payment policy. Record date for the right to receive dividends 14 March 2025; Ex-dividend date: 13 March 2025. Payment date 20 May 2025.Reported Earnings • Aug 14Second quarter 2024 earnings released: EPS: ฿0 (vs ฿0.072 in 2Q 2023)Second quarter 2024 results: EPS: ฿0 (down from ฿0.072 in 2Q 2023). Revenue: ฿2.68b (up 7.0% from 2Q 2023). Net loss: ฿631.0k (down 100% from profit in 2Q 2023). Profit margin: 0% (down from 6.2% in 2Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 28% per year but the company’s share price has only fallen by 18% per year, which means it has not declined as severely as earnings.Reported Earnings • May 16First quarter 2024 earnings released: EPS: ฿0.05 (vs ฿0.02 in 1Q 2023)First quarter 2024 results: EPS: ฿0.05 (up from ฿0.02 in 1Q 2023). Revenue: ฿2.35b (down 11% from 1Q 2023). Net income: ฿111.3m (up 168% from 1Q 2023). Profit margin: 4.7% (up from 1.6% in 1Q 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings.お知らせ • Apr 27Loxley Public Company Limited Approves Dividend for the Year 2023, Payable on 17 May 2024Loxley Public Company Limited at its AGM held on 25 April 2024 approved Approved the appropriation of the company's net profit as legal reserve for the year 2023 at the rate of 5%, amounting to THB 9,084,000 and to approve the dividend payment for the year 2023 performance at the rate of THB 0.07 per share, amounting to THB 158,546,844. In addition, the date for determining the names of shareholders who are entitled to receive dividends and who are eligible to attend the 2024 Annual General Meeting of Shareholders (Record Date) is 15 March 2024. Dividend payment was scheduled to be made on 17 May 2024.Upcoming Dividend • Mar 07Upcoming dividend of ฿0.07 per shareEligible shareholders must have bought the stock before 14 March 2024. Payment date: 17 May 2024. Trailing yield: 4.7%. Lower than top quartile of Thai dividend payers (6.2%). Higher than average of industry peers (1.2%).Reported Earnings • Mar 02Full year 2023 earnings released: EPS: ฿0.16 (vs ฿0.039 in FY 2022)Full year 2023 results: EPS: ฿0.16 (up from ฿0.039 in FY 2022). Revenue: ฿11.2b (down 11% from FY 2022). Net income: ฿359.1m (up 310% from FY 2022). Profit margin: 3.2% (up from 0.7% in FY 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.お知らせ • Mar 02Loxley Public Company Limited, Annual General Meeting, Apr 25, 2024Loxley Public Company Limited, Annual General Meeting, Apr 25, 2024, at 13:30 SE Asia Standard Time. Agenda: To certify the minutes of the 2023 Annual General Meeting of Shareholders; to acknowledge the Company's operating results for the year 2023; to consider and approve the annual Financial Statements for the year ended 31 December, 2023 which has been audited by the auditors; to consider and approve the appropriation of net profit as a legal reserve and dividend payment for the operating results for the year 2023; and to consider other matters.お知らせ • Mar 01Loxley Public Company Limited Proposes Dividend for the Year Ended December 31, 2023, Payable on May 17, 2024Loxley Public Company Limited at its board meeting held on February 29, 2024, approved to propose at its Annual General Meeting Shareholder to be held on April 25, 2024 dividend payment for the operating results of the year ended December 31, 2023 at the rate of THB 0.07 per share. The dividend payment shall be made on May 17, 2024. Nevertheless, this dividend payment is subject to the approval of the 2024 Annual General Meeting of Shareholders. Record date for the right to receive dividend is March 15, 2024. Ex-dividend date is March 14, 2024.お知らせ • Dec 21Loxley Public Company Limited Announces Board AppointmentsLoxley Public Company Limited approved the Appointment of Dr. Nattaporn Phan-Udom as Chairman of the Audit Committee, in replacement of Dr. Harit Sutabutr. Approved the Appointment of Dr. Chatmongkol Peetathawatchai as an Independent Director and Audit Committee member, in replacement of Dr. Harit Sutabutr who resigned. The director's term shall equal to the remaining term of the resigned director.お知らせ • Nov 11Loxley Public Company Limited Announces Resignation of Haris Sutabutr as an Independent Director, Audit Committee Member and Chairman of the Audit CommitteeLoxley Public Company Limited (the "Company") announced that Dr. Haris Sutabutr, an Independent Director, Audit Committee member and Chairman of the Audit Committee of the Company has requested to resign from those positions due to a long-standing tenure, effective from 30 November, 2023. The Company is in the process of considering and appointing a qualified person to replace the vacant positions of independent director, Audit Committee member and Chairman of the Audit Committee. Further information will be announced after the Board of directors has resolved the appointment within the specified time frame.Buying Opportunity • Nov 08Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 13%. The fair value is estimated to be ฿2.02, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 7.3% over the last 3 years. Meanwhile, the company has become profitable.New Risk • Oct 20New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: ฿3.65b (US$99.8m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by earnings (175% payout ratio). Profit margins are more than 30% lower than last year (0.3% net profit margin). Market cap is less than US$100m (฿3.65b market cap, or US$99.8m).Buying Opportunity • Oct 20Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 12%. The fair value is estimated to be ฿2.02, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 7.3% over the last 3 years. Meanwhile, the company has become profitable.Reported Earnings • Aug 12Second quarter 2023 earnings released: EPS: ฿0.07 (vs ฿0.036 in 2Q 2022)Second quarter 2023 results: EPS: ฿0.07 (up from ฿0.036 in 2Q 2022). Revenue: ฿2.50b (down 19% from 2Q 2022). Net income: ฿154.9m (up 91% from 2Q 2022). Profit margin: 6.2% (up from 2.6% in 2Q 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.お知らせ • Jun 22Loxley Public Company Limited (SET:LOXLEY) agreed to acquire remaining 60% stake in Thai Fiber Optics Co., Ltd from Furukawa Electric Co., Ltd. and Furukawa Thai Holdings Co., Ltd for THB 60 million.Loxley Public Company Limited (SET:LOXLEY) agreed to acquire remaining 60% stake in Thai Fiber Optics Co., Ltd from Furukawa Electric Co., Ltd. and Furukawa Thai Holdings Co., Ltd for THB 60 million on May 12, 2023. Loxley Public Company Limited signed an agreement to acquire remaining 60% stake in Thai Fiber Optics Co., Ltd from Furukawa Electric Co., Ltd. and Furukawa Thai Holdings Co., Ltd for THB 60 million on June 21, 2023. The deal has been approved by board of directors of Loxley Public Company Limited. The consideration of THB 60 million will be paid through working capital of Loxley Public Company Limited.Reported Earnings • May 18First quarter 2023 earnings released: EPS: ฿0.02 (vs ฿0.073 in 1Q 2022)First quarter 2023 results: EPS: ฿0.02 (down from ฿0.073 in 1Q 2022). Revenue: ฿2.63b (down 11% from 1Q 2022). Net income: ฿41.5m (down 75% from 1Q 2022). Profit margin: 1.6% (down from 5.6% in 1Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 73% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.Reported Earnings • Nov 16Third quarter 2022 earnings released: ฿0.02 loss per share (vs ฿0.17 profit in 3Q 2021)Third quarter 2022 results: ฿0.02 loss per share (down from ฿0.17 profit in 3Q 2021). Revenue: ฿3.21b (up 17% from 3Q 2021). Net loss: ฿42.6m (down 111% from profit in 3Q 2021). Over the last 3 years on average, earnings per share has increased by 111% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 7 highly experienced directors. 5 independent directors (7 non-independent directors). Independent Director Nattaporn Phan-Udom was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Aug 17Second quarter 2022 earnings released: EPS: ฿0.04 (vs ฿0.005 in 2Q 2021)Second quarter 2022 results: EPS: ฿0.04 (up from ฿0.005 in 2Q 2021). Revenue: ฿3.08b (up 7.5% from 2Q 2021). Net income: ฿81.1m (up ฿68.7m from 2Q 2021). Profit margin: 2.6% (up from 0.4% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 108% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging 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 an independent director. The company's board is composed of: 1 new director. 4 experienced directors. 7 highly experienced directors. 5 independent directors (7 non-independent directors). Independent Director Nattaporn Phan-Udom was the last independent director to join the board, commencing their role in 2019. 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 • Mar 07Inaugural dividend of ฿0.07 per shareEligible shareholders must have bought the stock before 14 March 2022. Payment date: 18 May 2022. The company is not currently making a profit and is not cash flow positive. The company last paid an ordinary dividend in February 2018. The average dividend yield among industry peers is 1.4%.Reported Earnings • Mar 03Full year 2021 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2021 results: EPS: ฿0.23 (up from ฿0.01 in FY 2020). Revenue: ฿11.8b (down 18% from FY 2020). Net income: ฿518.4m (up ฿495.3m from FY 2020). Profit margin: 4.4% (up from 0.2% in FY 2020). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 3.0%. Earnings per share (EPS) exceeded analyst estimates. Over the last 3 years on average, earnings per share has increased by 71% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.Reported Earnings • Nov 17Third quarter 2021 earnings released: EPS ฿0.17 (vs ฿0.11 loss in 3Q 2020)The company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2021 results: Revenue: ฿2.75b (down 12% from 3Q 2020). Net income: ฿393.8m (up ฿650.9m from 3Q 2020). Profit margin: 14% (up from net loss in 3Q 2020). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.Reported Earnings • Aug 18Second quarter 2021 earnings released: EPS ฿0.006 (vs ฿0.007 in 2Q 2020)The company reported a poor second quarter result with weaker earnings and revenues, although profit margins were flat. Second quarter 2021 results: Revenue: ฿2.88b (down 29% from 2Q 2020). Net income: ฿12.4m (down 26% from 2Q 2020). Profit margin: 0.4% (in line with 2Q 2020). Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 5% per year.Valuation Update With 7 Day Price Move • May 24Investor sentiment improved over the past weekAfter last week's 19% share price gain to ฿2.52, the stock trades at a trailing P/E ratio of 39.6x. Average trailing P/E is 29x in the Electronic industry in Thailand. Total returns to shareholders of 7.7% over the past three years.Reported Earnings • May 19First quarter 2021 earnings released: EPS ฿0.10 (vs ฿0.041 in 1Q 2020)The company reported a decent first quarter result with improved earnings and profit margins, although revenues were weaker. First quarter 2021 results: Revenue: ฿2.78b (down 17% from 1Q 2020). Net income: ฿226.8m (up 122% from 1Q 2020). Profit margin: 8.1% (up from 3.0% in 1Q 2020). 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 1% per year, which means it has not declined as severely as earnings.Reported Earnings • Mar 02Full year 2020 earnings released: EPS ฿0.01 (vs ฿0.33 loss in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: ฿14.5b (up 4.6% from FY 2019). Net income: ฿23.1m (up ฿778.9m from FY 2019). Profit margin: 0.2% (up from net loss in FY 2019). Over the last 3 years on average, earnings per share has fallen by 48% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.Is New 90 Day High Low • Feb 04New 90-day high: ฿1.99The company is up 50% from its price of ฿1.33 on 06 November 2020. The Thai market is up 18% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Electronic industry, which is up 93% over the same period.Is New 90 Day High Low • Jan 15New 90-day high: ฿1.67The company is up 26% from its price of ฿1.33 on 16 October 2020. The Thai market is up 25% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Electronic industry, which is up 151% over the same period.Is New 90 Day High Low • Dec 23New 90-day high: ฿1.59The company is up 17% from its price of ฿1.36 on 24 September 2020. The Thai market is up 13% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Electronic industry, which is up 85% over the same period.Is New 90 Day High Low • Dec 03New 90-day high: ฿1.48The company is up 1.0% from its price of ฿1.46 on 03 September 2020. The Thai market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 54% over the same period.Reported Earnings • Nov 13Third quarter 2020 earnings released: ฿0.12 loss per shareThe company reported a decent third quarter result with reduced losses and improved control over expenses, although revenues were weaker. Third quarter 2020 results: Revenue: ฿3.20b (down 3.9% from 3Q 2019). Net loss: ฿257.1m (loss narrowed 65% from 3Q 2019). Over the last 3 years on average, earnings per share has fallen by 76% per year but the company’s share price has only fallen by 21% per year, which means it has not declined as severely as earnings.Is New 90 Day High Low • Oct 22New 90-day low: ฿1.28The company is down 19% from its price of ฿1.59 on 24 July 2020. The Thai market is down 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 69% over the same period.Is New 90 Day High Low • Oct 02New 90-day low: ฿1.35The company is down 9.0% from its price of ฿1.48 on 03 July 2020. The Thai market is also down 9.0% over the last 90 days, indicating the company’s price trend is similar to the market over that time. However, it underperformed the Electronic industry, which is up 89% over the same period.収支内訳Loxley 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:LOXLEY 収益、費用、利益 ( )THB Millions日付収益収益G+A経費研究開発費31 Mar 2612,1376051,946031 Dec 2511,8184701,974030 Sep 2511,8272082,012030 Jun 2511,820872,044031 Mar 2511,80832,055031 Dec 2411,414502,025030 Sep 2411,2322301,991030 Jun 2411,1182731,889031 Mar 2410,9154291,872031 Dec 2311,1923591,882030 Sep 2311,3551311,849030 Jun 2311,665381,857031 Mar 2312,277-361,723031 Dec 2212,599881,670030 Sep 2212,657891,751030 Jun 2212,197525977031 Mar 2211,9834561,039031 Dec 2111,8125181,006030 Sep 2112,288794846030 Jun 2112,6661441,652031 Mar 2113,8761481,613031 Dec 2014,443231,689030 Sep 2014,723-902,050030 Jun 2014,685-5822,110031 Mar 2013,178-7532,343031 Dec 1912,874-8422,367030 Sep 1912,325-8912,357030 Jun 1912,679-1162,347031 Mar 1913,308852,268031 Dec 1813,563922,300030 Sep 1814,44082,266030 Jun 1815,179-1022,548031 Mar 1815,174-1302,609031 Dec 1715,803502,618030 Sep 1714,913322,596030 Jun 1714,2452052,334031 Mar 1714,5952512,353031 Dec 1613,8381722,323030 Sep 1613,7123512,201030 Jun 1613,2423632,198031 Mar 1612,1622942,188031 Dec 1511,6602102,210030 Sep 1512,4142282,316030 Jun 1513,5242272,3440質の高い収益: LOXLEYは 高品質の収益 を持っています。利益率の向上: LOXLEYの現在の純利益率 (5%)は、昨年(0.03%)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: LOXLEYの収益は過去 5 年間で年間5.6%減少しました。成長の加速: LOXLEYの過去 1 年間の収益成長率 ( 19846.5% ) は、5 年間の平均 ( 年間-5.6%を上回っています。収益対業界: LOXLEYの過去 1 年間の収益成長率 ( 19846.5% ) はElectronic業界25.1%を上回りました。株主資本利益率高いROE: LOXLEYの 自己資本利益率 ( 10% ) 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2026/05/20 06:08終値2026/05/20 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Loxley 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Vikas KawatraMaybank Research Pte. Ltd.Naree ApisawaittakanPhillip Securities (HK)
Reported Earnings • May 19First quarter 2026 earnings released: EPS: ฿0.09 (vs ฿0.03 in 1Q 2025)First quarter 2026 results: EPS: ฿0.09 (up from ฿0.03 in 1Q 2025). Revenue: ฿3.06b (up 12% from 1Q 2025). Net income: ฿199.2m (up 211% from 1Q 2025). Profit margin: 6.5% (up from 2.3% in 1Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
Reported Earnings • Feb 27Full year 2025 earnings released: EPS: ฿0.21 (vs ฿0.022 in FY 2024)Full year 2025 results: EPS: ฿0.21 (up from ฿0.022 in FY 2024). Revenue: ฿11.9b (up 4.1% from FY 2024). Net income: ฿470.0m (up ฿419.8m from FY 2024). Profit margin: 4.0% (up from 0.4% in FY 2024). Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
Reported Earnings • Nov 15Third quarter 2025 earnings released: EPS: ฿0.06 (vs ฿0.003 in 3Q 2024)Third quarter 2025 results: EPS: ฿0.06 (up from ฿0.003 in 3Q 2024). Revenue: ฿3.02b (flat on 3Q 2024). Net income: ฿128.5m (up ฿121.5m from 3Q 2024). Profit margin: 4.3% (up from 0.2% in 3Q 2024). Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.
Reported Earnings • Aug 16Second quarter 2025 earnings released: EPS: ฿0.03 (vs ฿0 in 2Q 2024)Second quarter 2025 results: EPS: ฿0.03 (up from ฿0 in 2Q 2024). Revenue: ฿2.71b (up 1.3% from 2Q 2024). Net income: ฿83.0m (up ฿83.6m from 2Q 2024). Profit margin: 3.1% (up from 0% in 2Q 2024). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 21% per year whereas the company’s share price has fallen by 18% per year.
Reported Earnings • May 16First quarter 2025 earnings released: EPS: ฿0.03 (vs ฿0.05 in 1Q 2024)First quarter 2025 results: EPS: ฿0.03 (down from ฿0.05 in 1Q 2024). Revenue: ฿2.74b (up 17% from 1Q 2024). Net income: ฿64.1m (down 42% from 1Q 2024). Profit margin: 2.3% (down from 4.7% 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 29% per year but the company’s share price has only fallen by 23% per year, which means it has not declined as severely as earnings.
Reported Earnings • Aug 14Second quarter 2024 earnings released: EPS: ฿0 (vs ฿0.072 in 2Q 2023)Second quarter 2024 results: EPS: ฿0 (down from ฿0.072 in 2Q 2023). Revenue: ฿2.68b (up 7.0% from 2Q 2023). Net loss: ฿631.0k (down 100% from profit in 2Q 2023). Profit margin: 0% (down from 6.2% in 2Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 28% per year but the company’s share price has only fallen by 18% per year, which means it has not declined as severely as earnings.
Reported Earnings • May 19First quarter 2026 earnings released: EPS: ฿0.09 (vs ฿0.03 in 1Q 2025)First quarter 2026 results: EPS: ฿0.09 (up from ฿0.03 in 1Q 2025). Revenue: ฿3.06b (up 12% from 1Q 2025). Net income: ฿199.2m (up 211% from 1Q 2025). Profit margin: 6.5% (up from 2.3% in 1Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
New Risk • Mar 03New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. The company is paying a dividend despite having no free cash flows. Dividend yield: 5.3% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 9.0% per year over the past 5 years. Minor Risk Paying a dividend despite having no free cash flows.
Declared Dividend • Feb 28Dividend increased to ฿0.08Dividend of ฿0.08 is 167% higher than last year. Ex-date: 11th March 2026 Payment date: 18th May 2026 Dividend yield will be 5.2%, which is higher than the industry average of 1.0%.
Reported Earnings • Feb 27Full year 2025 earnings released: EPS: ฿0.21 (vs ฿0.022 in FY 2024)Full year 2025 results: EPS: ฿0.21 (up from ฿0.022 in FY 2024). Revenue: ฿11.9b (up 4.1% from FY 2024). Net income: ฿470.0m (up ฿419.8m from FY 2024). Profit margin: 4.0% (up from 0.4% in FY 2024). Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
お知らせ • Feb 26Loxley Public Company Limited Proposes Cash Dividend for Operating Period from 01-January-2025 to 31-December-2025, Payable May 18, 2026Loxley Public Company Limited proposed dividend of Cash dividend payment THB 0.08 per share, Par value (THB) 1.00 Operating period from 01-Jan-2025 to 31-Dec-2025. Ex-dividend date 11-March-2026, Record date for the right to receive dividends 12-March-2026 and Payment date May 18, 2026.
Valuation Update With 7 Day Price Move • Feb 26Investor sentiment improves as stock rises 20%After last week's 20% share price gain to ฿1.59, the stock trades at a trailing P/E ratio of 17.3x. Average trailing P/E is 12x in the Electronic industry in Thailand. Total loss to shareholders of 15% over the past three years.
お知らせ • Feb 25Loxley Public Company Limited, Annual General Meeting, Apr 24, 2026Loxley Public Company Limited, Annual General Meeting, Apr 24, 2026, at 14:00 SE Asia Standard Time.
Buy Or Sell Opportunity • Feb 13Now 21% overvaluedOver the last 90 days, the stock has fallen 13% to ฿1.29. The fair value is estimated to be ฿1.07, however this is not to be taken as a sell 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 14%.
Buy Or Sell Opportunity • Jan 09Now 22% overvaluedOver the last 90 days, the stock has fallen 24% to ฿1.26. The fair value is estimated to be ฿1.03, however this is not to be taken as a sell 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 14%.
New Risk • Nov 19New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: ฿3.19b (US$98.5m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. This is currently the only risk that has been identified for the company.
Reported Earnings • Nov 15Third quarter 2025 earnings released: EPS: ฿0.06 (vs ฿0.003 in 3Q 2024)Third quarter 2025 results: EPS: ฿0.06 (up from ฿0.003 in 3Q 2024). Revenue: ฿3.02b (flat on 3Q 2024). Net income: ฿128.5m (up ฿121.5m from 3Q 2024). Profit margin: 4.3% (up from 0.2% in 3Q 2024). Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Sep 12Investor sentiment improves as stock rises 19%After last week's 19% share price gain to ฿1.77, the stock trades at a trailing P/E ratio of 46.3x. Average trailing P/E is 14x in the Electronic industry in Thailand. Total loss to shareholders of 16% over the past three years.
Valuation Update With 7 Day Price Move • Aug 21Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ฿1.35, the stock trades at a trailing P/E ratio of 35.3x. Average trailing P/E is 14x in the Electronic industry in Thailand. Total loss to shareholders of 37% over the past three years.
Reported Earnings • Aug 16Second quarter 2025 earnings released: EPS: ฿0.03 (vs ฿0 in 2Q 2024)Second quarter 2025 results: EPS: ฿0.03 (up from ฿0 in 2Q 2024). Revenue: ฿2.71b (up 1.3% from 2Q 2024). Net income: ฿83.0m (up ฿83.6m from 2Q 2024). Profit margin: 3.1% (up from 0% in 2Q 2024). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 21% per year whereas the company’s share price has fallen by 18% per year.
Reported Earnings • May 16First quarter 2025 earnings released: EPS: ฿0.03 (vs ฿0.05 in 1Q 2024)First quarter 2025 results: EPS: ฿0.03 (down from ฿0.05 in 1Q 2024). Revenue: ฿2.74b (up 17% from 1Q 2024). Net income: ฿64.1m (down 42% from 1Q 2024). Profit margin: 2.3% (down from 4.7% 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 29% per year but the company’s share price has only fallen by 23% per year, which means it has not declined as severely as earnings.
Declared Dividend • Mar 01Dividend reduced to ฿0.03Dividend of ฿0.03 is 57% lower than last year. Ex-date: 13th March 2025 Payment date: 20th May 2025 Dividend yield will be 2.5%, which is higher than the industry average of 1.0%. Sustainability & Growth Dividend is covered by earnings (71% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. Earnings per share has grown by 43% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
お知らせ • Feb 28Loxley Public Company Limited, Annual General Meeting, Apr 25, 2025Loxley Public Company Limited, Annual General Meeting, Apr 25, 2025, at 13:30 SE Asia Standard Time.
お知らせ • Feb 27Loxley Public Company Limited Proposes Dividend Payment for the Year 2024, Payable on 20 May 2025Loxley Public Company Limited at its board meeting held on 27 February 2025 proposed to the Shareholders' meeting to consider and approve the allocation of net profit for the year 2024 as a legal reserve in the amount of THB 2,946,000, representing 5% of the company's net profit, and to approve the dividend payment for the 2024 performance at a rate of THB 0.03 per share. The dividend payment shall be made from the net profit of the year 2024, after deducting corporate income tax and all legally required reserves, in the amount of THB 55,965,388, and from retained earnings in the amount of THB 11,983,260, resulting in a total dividend payment of THB 67,948,648, in accordance with the Company's dividend payment policy. Record date for the right to receive dividends 14 March 2025; Ex-dividend date: 13 March 2025. Payment date 20 May 2025.
Reported Earnings • Aug 14Second quarter 2024 earnings released: EPS: ฿0 (vs ฿0.072 in 2Q 2023)Second quarter 2024 results: EPS: ฿0 (down from ฿0.072 in 2Q 2023). Revenue: ฿2.68b (up 7.0% from 2Q 2023). Net loss: ฿631.0k (down 100% from profit in 2Q 2023). Profit margin: 0% (down from 6.2% in 2Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 28% per year but the company’s share price has only fallen by 18% per year, which means it has not declined as severely as earnings.
Reported Earnings • May 16First quarter 2024 earnings released: EPS: ฿0.05 (vs ฿0.02 in 1Q 2023)First quarter 2024 results: EPS: ฿0.05 (up from ฿0.02 in 1Q 2023). Revenue: ฿2.35b (down 11% from 1Q 2023). Net income: ฿111.3m (up 168% from 1Q 2023). Profit margin: 4.7% (up from 1.6% in 1Q 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings.
お知らせ • Apr 27Loxley Public Company Limited Approves Dividend for the Year 2023, Payable on 17 May 2024Loxley Public Company Limited at its AGM held on 25 April 2024 approved Approved the appropriation of the company's net profit as legal reserve for the year 2023 at the rate of 5%, amounting to THB 9,084,000 and to approve the dividend payment for the year 2023 performance at the rate of THB 0.07 per share, amounting to THB 158,546,844. In addition, the date for determining the names of shareholders who are entitled to receive dividends and who are eligible to attend the 2024 Annual General Meeting of Shareholders (Record Date) is 15 March 2024. Dividend payment was scheduled to be made on 17 May 2024.
Upcoming Dividend • Mar 07Upcoming dividend of ฿0.07 per shareEligible shareholders must have bought the stock before 14 March 2024. Payment date: 17 May 2024. Trailing yield: 4.7%. Lower than top quartile of Thai dividend payers (6.2%). Higher than average of industry peers (1.2%).
Reported Earnings • Mar 02Full year 2023 earnings released: EPS: ฿0.16 (vs ฿0.039 in FY 2022)Full year 2023 results: EPS: ฿0.16 (up from ฿0.039 in FY 2022). Revenue: ฿11.2b (down 11% from FY 2022). Net income: ฿359.1m (up 310% from FY 2022). Profit margin: 3.2% (up from 0.7% in FY 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.
お知らせ • Mar 02Loxley Public Company Limited, Annual General Meeting, Apr 25, 2024Loxley Public Company Limited, Annual General Meeting, Apr 25, 2024, at 13:30 SE Asia Standard Time. Agenda: To certify the minutes of the 2023 Annual General Meeting of Shareholders; to acknowledge the Company's operating results for the year 2023; to consider and approve the annual Financial Statements for the year ended 31 December, 2023 which has been audited by the auditors; to consider and approve the appropriation of net profit as a legal reserve and dividend payment for the operating results for the year 2023; and to consider other matters.
お知らせ • Mar 01Loxley Public Company Limited Proposes Dividend for the Year Ended December 31, 2023, Payable on May 17, 2024Loxley Public Company Limited at its board meeting held on February 29, 2024, approved to propose at its Annual General Meeting Shareholder to be held on April 25, 2024 dividend payment for the operating results of the year ended December 31, 2023 at the rate of THB 0.07 per share. The dividend payment shall be made on May 17, 2024. Nevertheless, this dividend payment is subject to the approval of the 2024 Annual General Meeting of Shareholders. Record date for the right to receive dividend is March 15, 2024. Ex-dividend date is March 14, 2024.
お知らせ • Dec 21Loxley Public Company Limited Announces Board AppointmentsLoxley Public Company Limited approved the Appointment of Dr. Nattaporn Phan-Udom as Chairman of the Audit Committee, in replacement of Dr. Harit Sutabutr. Approved the Appointment of Dr. Chatmongkol Peetathawatchai as an Independent Director and Audit Committee member, in replacement of Dr. Harit Sutabutr who resigned. The director's term shall equal to the remaining term of the resigned director.
お知らせ • Nov 11Loxley Public Company Limited Announces Resignation of Haris Sutabutr as an Independent Director, Audit Committee Member and Chairman of the Audit CommitteeLoxley Public Company Limited (the "Company") announced that Dr. Haris Sutabutr, an Independent Director, Audit Committee member and Chairman of the Audit Committee of the Company has requested to resign from those positions due to a long-standing tenure, effective from 30 November, 2023. The Company is in the process of considering and appointing a qualified person to replace the vacant positions of independent director, Audit Committee member and Chairman of the Audit Committee. Further information will be announced after the Board of directors has resolved the appointment within the specified time frame.
Buying Opportunity • Nov 08Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 13%. The fair value is estimated to be ฿2.02, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 7.3% over the last 3 years. Meanwhile, the company has become profitable.
New Risk • Oct 20New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: ฿3.65b (US$99.8m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by earnings (175% payout ratio). Profit margins are more than 30% lower than last year (0.3% net profit margin). Market cap is less than US$100m (฿3.65b market cap, or US$99.8m).
Buying Opportunity • Oct 20Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 12%. The fair value is estimated to be ฿2.02, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 7.3% over the last 3 years. Meanwhile, the company has become profitable.
Reported Earnings • Aug 12Second quarter 2023 earnings released: EPS: ฿0.07 (vs ฿0.036 in 2Q 2022)Second quarter 2023 results: EPS: ฿0.07 (up from ฿0.036 in 2Q 2022). Revenue: ฿2.50b (down 19% from 2Q 2022). Net income: ฿154.9m (up 91% from 2Q 2022). Profit margin: 6.2% (up from 2.6% in 2Q 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
お知らせ • Jun 22Loxley Public Company Limited (SET:LOXLEY) agreed to acquire remaining 60% stake in Thai Fiber Optics Co., Ltd from Furukawa Electric Co., Ltd. and Furukawa Thai Holdings Co., Ltd for THB 60 million.Loxley Public Company Limited (SET:LOXLEY) agreed to acquire remaining 60% stake in Thai Fiber Optics Co., Ltd from Furukawa Electric Co., Ltd. and Furukawa Thai Holdings Co., Ltd for THB 60 million on May 12, 2023. Loxley Public Company Limited signed an agreement to acquire remaining 60% stake in Thai Fiber Optics Co., Ltd from Furukawa Electric Co., Ltd. and Furukawa Thai Holdings Co., Ltd for THB 60 million on June 21, 2023. The deal has been approved by board of directors of Loxley Public Company Limited. The consideration of THB 60 million will be paid through working capital of Loxley Public Company Limited.
Reported Earnings • May 18First quarter 2023 earnings released: EPS: ฿0.02 (vs ฿0.073 in 1Q 2022)First quarter 2023 results: EPS: ฿0.02 (down from ฿0.073 in 1Q 2022). Revenue: ฿2.63b (down 11% from 1Q 2022). Net income: ฿41.5m (down 75% from 1Q 2022). Profit margin: 1.6% (down from 5.6% in 1Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 73% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Nov 16Third quarter 2022 earnings released: ฿0.02 loss per share (vs ฿0.17 profit in 3Q 2021)Third quarter 2022 results: ฿0.02 loss per share (down from ฿0.17 profit in 3Q 2021). Revenue: ฿3.21b (up 17% from 3Q 2021). Net loss: ฿42.6m (down 111% from profit in 3Q 2021). Over the last 3 years on average, earnings per share has increased by 111% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.
Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 7 highly experienced directors. 5 independent directors (7 non-independent directors). Independent Director Nattaporn Phan-Udom was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Aug 17Second quarter 2022 earnings released: EPS: ฿0.04 (vs ฿0.005 in 2Q 2021)Second quarter 2022 results: EPS: ฿0.04 (up from ฿0.005 in 2Q 2021). Revenue: ฿3.08b (up 7.5% from 2Q 2021). Net income: ฿81.1m (up ฿68.7m from 2Q 2021). Profit margin: 2.6% (up from 0.4% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 108% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging 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 an independent director. The company's board is composed of: 1 new director. 4 experienced directors. 7 highly experienced directors. 5 independent directors (7 non-independent directors). Independent Director Nattaporn Phan-Udom was the last independent director to join the board, commencing their role in 2019. 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 • Mar 07Inaugural dividend of ฿0.07 per shareEligible shareholders must have bought the stock before 14 March 2022. Payment date: 18 May 2022. The company is not currently making a profit and is not cash flow positive. The company last paid an ordinary dividend in February 2018. The average dividend yield among industry peers is 1.4%.
Reported Earnings • Mar 03Full year 2021 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2021 results: EPS: ฿0.23 (up from ฿0.01 in FY 2020). Revenue: ฿11.8b (down 18% from FY 2020). Net income: ฿518.4m (up ฿495.3m from FY 2020). Profit margin: 4.4% (up from 0.2% in FY 2020). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 3.0%. Earnings per share (EPS) exceeded analyst estimates. Over the last 3 years on average, earnings per share has increased by 71% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Nov 17Third quarter 2021 earnings released: EPS ฿0.17 (vs ฿0.11 loss in 3Q 2020)The company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2021 results: Revenue: ฿2.75b (down 12% from 3Q 2020). Net income: ฿393.8m (up ฿650.9m from 3Q 2020). Profit margin: 14% (up from net loss in 3Q 2020). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Aug 18Second quarter 2021 earnings released: EPS ฿0.006 (vs ฿0.007 in 2Q 2020)The company reported a poor second quarter result with weaker earnings and revenues, although profit margins were flat. Second quarter 2021 results: Revenue: ฿2.88b (down 29% from 2Q 2020). Net income: ฿12.4m (down 26% from 2Q 2020). Profit margin: 0.4% (in line with 2Q 2020). Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 5% per year.
Valuation Update With 7 Day Price Move • May 24Investor sentiment improved over the past weekAfter last week's 19% share price gain to ฿2.52, the stock trades at a trailing P/E ratio of 39.6x. Average trailing P/E is 29x in the Electronic industry in Thailand. Total returns to shareholders of 7.7% over the past three years.
Reported Earnings • May 19First quarter 2021 earnings released: EPS ฿0.10 (vs ฿0.041 in 1Q 2020)The company reported a decent first quarter result with improved earnings and profit margins, although revenues were weaker. First quarter 2021 results: Revenue: ฿2.78b (down 17% from 1Q 2020). Net income: ฿226.8m (up 122% from 1Q 2020). Profit margin: 8.1% (up from 3.0% in 1Q 2020). 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 1% per year, which means it has not declined as severely as earnings.
Reported Earnings • Mar 02Full year 2020 earnings released: EPS ฿0.01 (vs ฿0.33 loss in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: ฿14.5b (up 4.6% from FY 2019). Net income: ฿23.1m (up ฿778.9m from FY 2019). Profit margin: 0.2% (up from net loss in FY 2019). Over the last 3 years on average, earnings per share has fallen by 48% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.
Is New 90 Day High Low • Feb 04New 90-day high: ฿1.99The company is up 50% from its price of ฿1.33 on 06 November 2020. The Thai market is up 18% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Electronic industry, which is up 93% over the same period.
Is New 90 Day High Low • Jan 15New 90-day high: ฿1.67The company is up 26% from its price of ฿1.33 on 16 October 2020. The Thai market is up 25% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Electronic industry, which is up 151% over the same period.
Is New 90 Day High Low • Dec 23New 90-day high: ฿1.59The company is up 17% from its price of ฿1.36 on 24 September 2020. The Thai market is up 13% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Electronic industry, which is up 85% over the same period.
Is New 90 Day High Low • Dec 03New 90-day high: ฿1.48The company is up 1.0% from its price of ฿1.46 on 03 September 2020. The Thai market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 54% over the same period.
Reported Earnings • Nov 13Third quarter 2020 earnings released: ฿0.12 loss per shareThe company reported a decent third quarter result with reduced losses and improved control over expenses, although revenues were weaker. Third quarter 2020 results: Revenue: ฿3.20b (down 3.9% from 3Q 2019). Net loss: ฿257.1m (loss narrowed 65% from 3Q 2019). Over the last 3 years on average, earnings per share has fallen by 76% per year but the company’s share price has only fallen by 21% per year, which means it has not declined as severely as earnings.
Is New 90 Day High Low • Oct 22New 90-day low: ฿1.28The company is down 19% from its price of ฿1.59 on 24 July 2020. The Thai market is down 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 69% over the same period.
Is New 90 Day High Low • Oct 02New 90-day low: ฿1.35The company is down 9.0% from its price of ฿1.48 on 03 July 2020. The Thai market is also down 9.0% over the last 90 days, indicating the company’s price trend is similar to the market over that time. However, it underperformed the Electronic industry, which is up 89% over the same period.