View Financial HealthNex Point 配当と自社株買い配当金 基準チェック /06Nex Point配当金を支払った記録がありません。主要情報0%配当利回り-66.3%バイバック利回り総株主利回り-66.3%将来の配当利回り0%配当成長n/a次回配当支払日n/a配当落ち日n/a一株当たり配当金n/a配当性向0%最近の配当と自社株買いの更新更新なしすべての更新を表示Recent updatesお知らせ • Mar 17Nex Point Public Company Limited, Annual General Meeting, Apr 23, 2026Nex Point Public Company Limited, Annual General Meeting, Apr 23, 2026, at 14:00 SE Asia Standard Time.お知らせ • Jan 17+ 1 more updateNex Point Public Company Limited Appoints Mr. Kittikorn Phinitwongwitthaya as Executive Director, Effective January 16, 2026NEX Point Public Company Limited informed that the Board of Directors' Meeting No. 1/2026, held on 9 January 2026, resolved to approve the appointment of Mr. Kittikorn Phinitwongwitthaya a Executive Director, with effect from 16 January 2026 onwards.Reported Earnings • Nov 14Third quarter 2025 earnings released: ฿0.01 loss per share (vs ฿0.09 loss in 3Q 2024)Third quarter 2025 results: ฿0.01 loss per share (improved from ฿0.09 loss in 3Q 2024). Revenue: ฿206.5m (down 50% from 3Q 2024). Net loss: ฿38.1m (loss narrowed 79% from 3Q 2024). 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.Reported Earnings • Aug 15Second quarter 2025 earnings released: EPS: ฿0.05 (vs ฿0.13 loss in 2Q 2024)Second quarter 2025 results: EPS: ฿0.05 (up from ฿0.13 loss in 2Q 2024). Revenue: ฿171.9m (up 5.7% from 2Q 2024). Net income: ฿216.0m (up ฿471.6m from 2Q 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 33 percentage points per year, which is a significant difference in performance.お知らせ • Jun 20+ 1 more updateNex Point Public Company Limited Announces Board and Committee Changes, Effective June 19, 2025Nex Point Public Company Limited approved the appointment of Mr. Tanarat Rochanaviphart as a director and a member of the Executive Committee in replacement of Miss Inthira Chuaysanit, who has resigned. The appointment shall be effective from June 19, 2025 onwards. The appointment is effective from June 19, 2025 onwards. The company is in the process of selecting and appointing a qualified person to fill the vacant directorship resulting from a prior resignation. The Executive Committee members after the appointment are: Mr. Thanapat Suksuthamwong, Chairman of the Executive Committee, Mr. Chatrapon Sripratum, Member of the Executive Committee, Mr. Vasu Klomkliang, Member of the Executive Committee, Dr. Ekapol Sakulpolphaisan, Member of the Executive Committee, Mr. Tanarat Rochanaviphart, Member of the Executive Committee, Mr. Vichien Yupoonsup, Member of the Executive Committee.Reported Earnings • May 15First quarter 2025 earnings released: ฿0.05 loss per share (vs ฿0.024 profit in 1Q 2024)First quarter 2025 results: ฿0.05 loss per share (down from ฿0.024 profit in 1Q 2024). Revenue: ฿145.6m (down 94% from 1Q 2024). Net loss: ฿126.6m (down 357% from profit in 1Q 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 15 percentage points per year, which is a significant difference in performance.New Risk • Mar 15New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 33% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (13% average weekly change). Earnings have declined by 2.5% per year over the past 5 years. Shareholders have been substantially diluted in the past year (33% increase in shares outstanding). Minor Risk Market cap is less than US$100m (฿2.02b market cap, or US$60.2m).New Risk • Feb 25New major risk - Revenue and earnings growthEarnings have declined by 2.5% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (13% average weekly change). Earnings have declined by 2.5% per year over the past 5 years. Minor Risk Market cap is less than US$100m (฿1.58b market cap, or US$46.8m).Reported Earnings • Feb 25Full year 2024 earnings released: ฿1.38 loss per share (vs ฿0.38 profit in FY 2023)Full year 2024 results: ฿1.38 loss per share (down from ฿0.38 profit in FY 2023). Revenue: ฿3.40b (down 63% from FY 2023). Net loss: ฿2.77b (down 481% from profit in FY 2023).お知らせ • Feb 24Nex Point Public Company Limited, Annual General Meeting, Apr 23, 2025Nex Point Public Company Limited, Annual General Meeting, Apr 23, 2025, at 14:00 SE Asia Standard Time.お知らせ • Feb 13+ 1 more updateNex Point Public Company Limited Appoints Thanapat Suksuthamwong as Co-Chief Executive OfficerNex Point Public Company Limited at its board meeting held on February 11, 2025 approved appointment of Mr. Thanapat Suksuthamwong as CO-Chief Executive Officer (CO-CEO), effective from 11 February 2025.お知らせ • Jan 17Nex Point Public Company Limited Appoints Ekapol Sakulpolphaisan as Chief Financial OfficerNex Point Public Company Limited announced appointment of Dr. Ekapol Sakulpolphaisan as Chief Financial Officer. Effective Date of Appointment is 15 January 2025.お知らせ • Dec 16Nex Point Public Company Limited Acknowledges Resignation of Yutthapong Arthar as Acting Chief Financial Officer, Effective from January 15, 2025, OnwardNex Point Public Company Limited Acknowledged the resignation of the Acting Chief Financial Officer of the company, Mr. Yutthapong Artharn, effective from January 15, 2025, onward.お知らせ • Dec 12Nex Point Public Company Limited announced that it has received THB 46.000001 million in fundingOn December 10, 2024, Nex Point Public Company Limited closed the transaction.Reported Earnings • Nov 14Third quarter 2024 earnings released: ฿0.09 loss per share (vs ฿0.033 profit in 3Q 2023)Third quarter 2024 results: ฿0.09 loss per share (down from ฿0.033 profit in 3Q 2023). Revenue: ฿433.7m (down 65% from 3Q 2023). Net loss: ฿181.2m (down 374% from profit in 3Q 2023). Revenue is forecast to grow 34% p.a. on average during the next 3 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 53% per year but the company’s share price has fallen by 59% per year, which means it is significantly lagging earnings.お知らせ • Sep 05Nex Point Public Company Limited Announces Directorate ChangesNex Point Public Company Limited announced that the company Resolved to appoint Mr. Chatrapon Sripratum as a new director of Next Point Public Company Limited, replacing Mr. Amorn Sapthaweekul, who resigned from his directorship before the end of his term. Mr. Sripratum will serve for the remaining term of the director he replaces and will also hold the position of an executive director and an authorized signatory. This appointment is effective from August 30, 2024, onwards.Reported Earnings • Aug 16Second quarter 2024 earnings released: ฿0.26 loss per share (vs ฿0.19 profit in 2Q 2023)Second quarter 2024 results: ฿0.26 loss per share (down from ฿0.19 profit in 2Q 2023). Revenue: ฿191.6m (down 93% from 2Q 2023). Net loss: ฿255.6m (down 173% from profit in 2Q 2023). Revenue is forecast to grow 22% p.a. on average during the next 3 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 86% per year but the company’s share price has fallen by 59% per year, which means it is significantly lagging earnings.お知らせ • Aug 16Nex Point Public Company Limited Announces Changes to Company SecretaryThe board of Nex Point Public Company Limited approved the appointment of a new company secretary to replace the previous one, who resigned due to other obligations. This appointment is also in line with good corporate governance principles. The details are as follows: Former Company Secretary: Ms. Kanokkarn Sillapachai. New Company Secretary: Ms. Napapron Russhajareanphaisan. This appointment is effective from August 14, 2024, onward.Valuation Update With 7 Day Price Move • Jun 27Investor sentiment improves as stock rises 20%After last week's 20% share price gain to ฿2.00, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 16x in the Electronic industry in Thailand. Total loss to shareholders of 71% over the past three years.New Risk • Jun 19New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: ฿3.57b (US$97.4m) 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: Major Risks Share price has been highly volatile over the past 3 months (20% average weekly change). High level of non-cash earnings (32% accrual ratio). Minor Risk Market cap is less than US$100m (฿3.57b market cap, or US$97.4m).Valuation Update With 7 Day Price Move • Jun 10Investor sentiment deteriorates as stock falls 28%After last week's 28% share price decline to ฿2.02, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 16x in the Electronic industry in Thailand. Total loss to shareholders of 65% over the past three years.Major Estimate Revision • May 22Consensus revenue estimates decrease by 18%, EPS upgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast fell from ฿12.2b to ฿9.97b. EPS estimate increased from ฿0.35 to ฿0.375 per share. Net income forecast to grow 27% next year vs 17% growth forecast for Electronic industry in Thailand. Consensus price target down from ฿15.00 to ฿4.50. Share price was steady at ฿4.06 over the past week.Valuation Update With 7 Day Price Move • May 17Investor sentiment deteriorates as stock falls 39%After last week's 39% share price decline to ฿5.30, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 16x in the Electronic industry in Thailand. Negligible returns to shareholders over past three years.Major Estimate Revision • May 17Consensus revenue estimates fall by 13%The consensus outlook for revenues in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from ฿14.0b to ฿12.2b. EPS estimate fell from ฿0.64 to ฿0.35 per share. Net income forecast to grow 44% next year vs 16% growth forecast for Electronic industry in Thailand. Consensus price target of ฿15.00 unchanged from last update. Share price fell 39% to ฿5.30 over the past week.Buy Or Sell Opportunity • May 15Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 59% to ฿4.08. The fair value is estimated to be ฿5.23, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 85% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 98% in 2 years. Earnings are forecast to grow by 148% in the next 2 years.お知らせ • May 12Nex Point Public Company Limited to Report Q1, 2024 Results on May 10, 2024Nex Point Public Company Limited announced that they will report Q1, 2024 results on May 10, 2024Reported Earnings • May 11First quarter 2024 earnings released: EPS: ฿0.02 (vs ฿0.091 in 1Q 2023)First quarter 2024 results: EPS: ฿0.02 (down from ฿0.091 in 1Q 2023). Revenue: ฿2.51b (down 22% from 1Q 2023). Net income: ฿49.3m (down 68% from 1Q 2023). Profit margin: 2.0% (down from 4.7% in 1Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 25% p.a. on average during the next 3 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 106% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.Buy Or Sell Opportunity • Apr 20Now 24% undervalued after recent price dropOver the last 90 days, the stock has fallen 7.3% to ฿8.95. The fair value is estimated to be ฿11.73, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 94% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 22% per annum. Earnings are also forecast to grow by 29% per annum over the same time period.Reported Earnings • Feb 24Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: ฿0.38 (up from ฿0.12 in FY 2022). Revenue: ฿9.41b (up 43% from FY 2022). Net income: ฿725.3m (up 248% from FY 2022). Profit margin: 7.7% (up from 3.2% in FY 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 5.1%. Revenue is forecast to grow 30% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Electronic industry in Thailand. Over the last 3 years on average, earnings per share has increased by 114% per year but the company’s share price has only increased by 32% per year, which means it is significantly lagging earnings growth.Major Estimate Revision • Dec 05Consensus revenue estimates fall by 32%The consensus outlook for revenues in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from ฿13.5b to ฿9.20b. EPS estimate fell from ฿0.52 to ฿0.38 per share. Net income forecast to grow 31% next year vs 9.7% growth forecast for Electronic industry in Thailand. Consensus price target of ฿14.25 unchanged from last update. Share price fell 2.8% to ฿10.40 over the past week.Reported Earnings • Nov 14Third quarter 2023 earnings releasedThird quarter 2023 results: Revenue: ฿1.27b (down 7.9% from 3Q 2022). Net income: ฿66.2m (up ฿58.2m from 3Q 2022). Profit margin: 5.2% (up from 0.6% in 3Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 24% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Thailand.Valuation Update With 7 Day Price Move • Nov 07Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ฿10.20, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 18x in the Electronic industry in Thailand. Total returns to shareholders of 132% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ฿8.58 per share.Board Change • Oct 18Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Suchart Suphayak was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Oct 10Nex Point Public Company Limited Announces Board ChangesNex Point Public Company Limited at its board meeting held on October 6, 2023 announced appointment of Miss Inthira Chuaysanit to be the Board of Directors replace of Mr.Komsahaspob Nuttayakul and retained for remaining term of the resigned directors effective from 6 October 2023. List of the Board of Directors after appointment: 1) POL.GEN.Aek Angsananont Chairman, Independent Director., 2) MR. Khanist Srivajiraprabha Vice Chairman, 3) MR. Suthep Pongpitak Independent Director, 4) MR. Suchart Suphayak Independent Director, 5) MR. Somboon Wongrassamee Independent Director, 6) MR. Amorn Sapthaweekul Director and 7) MR. Vasu Klomkliang Director, 8) MR. Chanyuth Chayavatana Director, 9) Miss Inthira Chuaysanit Director.Major Estimate Revision • Oct 05Consensus revenue estimates decrease by 19%The consensus outlook for fiscal year 2023 has been updated. 2023 revenue forecast fell from ฿16.7b to ฿13.5b. EPS estimate unchanged from ฿0.52 per share at last update. Electronic industry in Thailand expected to see average net income growth of 7.7% next year. Consensus price target of ฿18.00 unchanged from last update. Share price was steady at ฿11.40 over the past week.お知らせ • Sep 28Komsahaspob Nuttayakul Resigns as Director from Nex Point Public Company LimitedNex Point Public Company Limited announced that Mr. Komsahaspob Nuttayakul have submitted a letter of Resignation from Director of the Company which effective from 27 September 2023 onwards. The Board of Directors will be the process of recruitment and recruit a qualified appropriate person to replace a vacancy of Company Director and will inform in further accordingly.Valuation Update With 7 Day Price Move • Aug 22Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ฿12.30, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 16x in the Electronic industry in Thailand. Total returns to shareholders of 148% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ฿11.34 per share.Major Estimate Revision • Aug 18Consensus revenue estimates fall by 35%The consensus outlook for revenues in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from ฿25.7b to ฿16.7b. EPS estimate fell from ฿0.85 to ฿0.52 per share. Net income forecast to grow 83% next year vs 10% growth forecast for Electronic industry in Thailand. Consensus price target of ฿18.00 unchanged from last update. Share price rose 13% to ฿11.60 over the past week.New Risk • Aug 13New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 29% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (10% average weekly change). High level of non-cash earnings (29% accrual ratio). Minor Risk Shareholders have been diluted in the past year (21% increase in shares outstanding).Reported Earnings • Aug 12Second quarter 2023 earnings released: EPS: ฿0.19 (vs ฿0.035 loss in 2Q 2022)Second quarter 2023 results: EPS: ฿0.19 (up from ฿0.035 loss in 2Q 2022). Revenue: ฿2.79b (up ฿2.58b from 2Q 2022). Net income: ฿352.5m (up ฿411.9m from 2Q 2022). Profit margin: 13% (up from net loss in 2Q 2022). The move to profitability was driven by higher revenue. Revenue is forecast to grow 24% p.a. on average during the next 3 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 111% 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 • May 19Investor sentiment improves as stock rises 28%After last week's 28% share price gain to ฿13.20, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 13x in the Electronic industry in Thailand. Total returns to shareholders of 263% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ฿11.35 per share.Price Target Changed • May 18Price target decreased by 19% to ฿18.00Down from ฿22.25, the current price target is an average from 2 analysts. New target price is 36% above last closing price of ฿13.20. Stock is down 15% over the past year. The company is forecast to post earnings per share of ฿0.78 for next year compared to ฿0.12 last year.Breakeven Date Change • Dec 31Forecast breakeven date pushed back to 2023The 2 analysts covering Nex Point previously expected the company to break even in 2022. New consensus forecast suggests the company will make a profit of ฿1.69b in 2023. Average annual earnings growth of 100% is required to achieve expected profit on schedule.Board Change • Nov 16Less than half of directors are independentThere are 11 new directors who have joined the board in the last 3 years. Of these new board members, 5 were independent directors. The company's board is composed of: 11 new directors. No experienced directors. No highly experienced directors. 5 independent directors (6 non-independent directors). CEO & Vice Chairman Khanist Srivajiraprabha is the most experienced director on the board, commencing their role in 2020. Independent Director Suchart Suphayak was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.Reported Earnings • Aug 17Second quarter 2022 earnings released: ฿0.04 loss per share (vs ฿0.02 loss in 2Q 2021)Second quarter 2022 results: ฿0.04 loss per share (down from ฿0.02 loss in 2Q 2021). Revenue: ฿218.4m (up 9.7% from 2Q 2021). Net loss: ฿59.4m (loss widened 80% from 2Q 2021). Over the next year, revenue is forecast to grow 2,341%, compared to a 75% growth forecast for the Electronic industry in Thailand. Over the last 3 years on average, earnings per share has increased by 59% per year whereas the company’s share price has increased by 61% per year.Price Target Changed • May 25Price target decreased to ฿22.80Down from ฿25.00, the current price target is an average from 2 analysts. New target price is 23% above last closing price of ฿18.60. Stock is up 218% over the past year. The company is forecast to post earnings per share of ฿0.65 next year compared to a net loss per share of ฿0.064 last year.Reported Earnings • May 15First quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2022 results: ฿0.04 loss per share (down from ฿0.023 loss in 1Q 2021). Revenue: ฿160.7m (down 22% from 1Q 2021). Net loss: ฿62.8m (loss widened 66% from 1Q 2021). Revenue missed analyst estimates by 24%. Earnings per share (EPS) exceeded analyst estimates by 25%. Over the next year, revenue is forecast to grow 2,647%, compared to a 102% growth forecast for the industry in Thailand. Over the last 3 years on average, earnings per share has increased by 50% per year but the company’s share price has increased by 65% per year, which means it is tracking significantly ahead of earnings growth.Board Change • Apr 27Less than half of directors are independentThere are 9 new directors who have joined the board in the last 3 years. Of these new board members, 4 were independent directors. The company's board is composed of: 9 new directors. No experienced directors. No highly experienced directors. 4 independent directors (5 non-independent directors). CEO and Vice Chairman Khanist Srivajiraprabha is the most experienced director on the board, commencing their role in 2020. Independent Director Somboon Wongrassamee was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.Buying Opportunity • Mar 04Now 21% undervaluedOver the last 90 days, the stock is up 34%. The fair value is estimated to be ฿22.52, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.9% per annum over the last 3 years. Earnings per share has grown by 38% per annum over the last 3 years.Reported Earnings • Feb 27Full year 2021 earnings: EPS and revenues miss analyst expectationsFull year 2021 results: ฿0.064 loss per share (up from ฿0.15 loss in FY 2020). Revenue: ฿688.1m (down 52% from FY 2020). Net loss: ฿106.9m (loss narrowed 50% from FY 2020). Revenue missed analyst estimates by 24%. Earnings per share (EPS) also missed analyst estimates by 25%. Over the next year, revenue is forecast to grow 2,252%, compared to a 81% growth forecast for the industry in Thailand. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has increased by 57% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Feb 26Nex Point Public Company Limited, Annual General Meeting, Apr 29, 2022Nex Point Public Company Limited, Annual General Meeting, Apr 29, 2022, at 14:00 SE Asia Standard Time. Location: at the Chongnonsi meeting room 12th floor, Eastin Grand Hotel Sathorn No. 33/1 South Sathorn Road, Yannawa, Sathorn Bangkok Thailand Agenda: To acknowledge the company's Operation Result of the Year 2021; to approve the financial statements for the fiscal year ended 31 December 2021; to approve the omission of dividend payments for the year 2021; to approve the appointment of the auditors and the determination of the remuneration of the auditors for the Year 2022; to approve the election of directors to replace the directors who retire by rotation for the year 2022; to approve the determination of the remuneration of the directors for the Year 2022; to approved the consideration and approval the amendment of the company's objectives and the Memorandum of Association Clause 3. Objectives; and to consider the other matters (if any).お知らせ • Feb 10Nex Point Public Company Limited (SET:NEX) and other investors acquired a 74.9% stake in EV Now Co., Ltd. from EA Mobility Holding Co., Ltd. and other shareholders for THB 28.4 million.Nex Point Public Company Limited (SET:NEX) and other investors agreed to acquire a 74.9% stake in EV Now Co., Ltd. from EA Mobility Holding Co., Ltd. and other shareholders for THB 28.4 million on November 12, 2021. As part of the transaction, Nex Point Public Company will acquire 3,749,498 shares and Other shareholders will acquire 2 shares in EV Now. Post transaction, EV Now will be 74.98% owned by Nex Point Public Company and 25.01% by Other shareholders. For the year ended December 31, 2021, EV Now reported Revenue of THB 804.4 million, Net Loss of THB 5.02 million and Total Asset of THB 829.5 million. The transaction is approved by the board of Energy Absolute Public Company Limited, parent of EA Mobility. Nex Point Public Company Limited (SET:NEX) and other investors completed the acquisition of 74.9% stake in EV Now Co., Ltd. from EA Mobility Holding Co., Ltd. and other shareholders on February 8, 2022.Breakeven Date Change • Dec 31Forecast breakeven date pushed back to 2022The 2 analysts covering Nex Point previously expected the company to break even in 2021. New consensus forecast suggests the company will make a profit of ฿2.09b in 2022. Average annual earnings growth of 105% is required to achieve expected profit on schedule.Price Target Changed • Dec 14Price target increased to ฿20.00Up from ฿14.20, the current price target is an average from 2 analysts. New target price is 12% above last closing price of ฿17.80. Stock is up 312% over the past year. The company is forecast to post earnings per share of ฿0.26 next year compared to a net loss per share of ฿0.15 last year.Reported Earnings • Nov 15Third quarter 2021 earnings released: ฿0.009 loss per share (vs ฿0.02 loss in 3Q 2020)The company reported a soft third quarter result with weaker revenues and control over costs, although losses reduced. Third quarter 2021 results: Revenue: ฿116.5m (down 55% from 3Q 2020). Net loss: ฿19.6m (loss narrowed 36% from 3Q 2020). Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has increased by 37% per year, which means it is tracking significantly ahead of earnings growth.Executive Departure • Aug 24Company Secretary Nittaya Utokyota has left the companyOn the 13th of August, Nittaya Utokyota's tenure as Company Secretary ended. We don't have any record of a personal shareholding under Nittaya's name. A total of 3 executives have left over the last 12 months. The current median tenure of the management team is 1.08 years, which is considered inexperienced in the Simply Wall St Risk Model.Reported Earnings • Aug 18Second quarter 2021 earnings released: ฿0.02 loss per share (vs ฿0.053 loss in 2Q 2020)The company reported a poor second quarter result with increased losses, weaker revenues and weaker control over costs. Second quarter 2021 results: Revenue: ฿199.1m (down 49% from 2Q 2020). Net loss: ฿32.9m (loss widened 4.8% from 2Q 2020). Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 32% per year, which means it is well ahead of earnings.Reported Earnings • May 17First quarter 2021 earnings released: ฿0.023 loss per share (vs ฿0.017 loss in 1Q 2020)The company reported a poor first quarter result with increased losses, weaker revenues and weaker control over costs. First quarter 2021 results: Revenue: ฿207.1m (down 66% from 1Q 2020). Net loss: ฿37.9m (loss widened 363% from 1Q 2020). Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.Reported Earnings • Feb 26Full year 2020 earnings released: ฿0.15 loss per share (vs ฿0.50 loss in FY 2019)The company reported a solid full year result with improved revenues and control over costs, although losses increased. Full year 2020 results: Revenue: ฿1.44b (up 80% from FY 2019). Net loss: ฿213.6m (loss widened 46% from FY 2019). Over the last 3 years on average, earnings per share has fallen by 49% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.お知らせ • Feb 25Nex Point Public Company Limited, Annual General Meeting, Apr 29, 2021Nex Point Public Company Limited, Annual General Meeting, Apr 29, 2021, at 14:00 SE Asia Standard Time. Location: Surasak 1 Meeting Room, 11th Floor Eastin Grand Hotel Sathorn Bangkok Thailand Agenda: To approval of the Minutes of the EGM No. 3/2020, which was held on 15 October 2020; To consider and acknowledge the Company's operating results for the year 2020; To consider and approve the consolidated financial statement for the year ended 31 December 202, which has been audited by a certified public accountant; To approve the suspension of dividend payment for the year 2020; To consider and approve the appointment of directors replacing those retire by rotation; To consider and approve the determination of director's remuneration, meeting allowances and special gratuities for the year 2021; To consider and approve the appointment of auditor, and their remuneration; and To consider other matters (if any).Executive Departure • Feb 16Chief Financial Officer has left the companyOn the 11th of February, Prangtip Ngamthammanit's tenure as Chief Financial Officer ended after 2.6 years in the role. We don't have any record of a personal shareholding under Prangtip's name. A total of 10 executives have left over the last 12 months.お知らせ • Feb 13Nex Point Public Company Limited Appoints Yuttapong Artharn as Financial Accounting DirectorNex Point Public Company Limited announced the appointment of Mr. Yuttapong Artharn to be a Financial Accounting Director, with effect from 11 February 2021 onwards.お知らせ • Feb 12Nex Point Public Company Limited Appoints Yuttapong Artharn as Acting Chief Financial Officer in Place of Prangtip NgamthamanitNex Point Public Company Limited announced the appointment of Mr. Yuttapong Artharn to be a Acting Chief Financial Officer, with effect from 11 February 2021 onwards. The company announced the termination of Prangtip Ngamthamanit as Acting Chief Financial Officer, with effect from 11 February 2021 onwards.Is New 90 Day High Low • Jan 11New 90-day high: ฿5.65The company is up 20% from its price of ฿4.72 on 12 October 2020. The Thai market is up 21% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 162% over the same period.お知らせ • Jan 09Nex Point Public Company Limited Announces Board ChangesNex Point Public Company Limited notified the resolutions of the Board of Directors meeting held on 8 January 2021 appointed Mr. Tinnakorn Punpanichgul as a Director in place of Mr. Kanawuthi Wattanadhirach, and the term is equal to the remaining term of Mr.Kanawuthi Wattanadhirach,the resigned directors.お知らせ • Dec 31Nex Point Public Company Limited Announces Kanawuthi Wattanadhirach Ended His Employment Contract for the Position of Vice Chief Executive Officer on December 31, 2020Nex Point Public Company Limited announced that Mr.Kanawuthi Wattanadhirach ended his employment contract for the position of Vice Chief Executive Officer on December 31, 2020, and has informed of his intention to resign from other positions of the Company as follows: Dirctors of Nex Point Public Company Limited; Executive Directors of Nex Point Public Company Limited; Director of SPP Intelligence Co., Ltd.; and Director of SPP Fintech Co., Ltd. (Subsidiary Company). The appointment is effective from January 1, 2021 onwards however, the Board of Director will continue to recruit qualified individuals to replace the vacant director position.Reported Earnings • Nov 14Third quarter 2020 earnings released: ฿0.02 loss per shareThe company reported a mediocre third quarter result with increased losses and weaker control over expenses, although revenues were improved. Third quarter 2020 results: Revenue: ฿275.0m (up 44% from 3Q 2019). Net loss: ฿30.5m (loss widened 45% from 3Q 2019). Over the last 3 years on average, earnings per share has fallen by 63% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.お知らせ • Aug 22Praphoth Pholpipattanaphong acquired Single Point Engineering Company Limited from Nex Point Public Company Limited (SET:NEX) for THB 8 million.Praphoth Pholpipattanaphong agreed to acquire Single Point Engineering Company Limited from Nex Point Public Company Limited (SET:NEX) for THB 8 million on July 22, 2020. Under the terms of the transaction, Praphoth Pholpipattanaphong will acquire 5 million shares of Single Point. Upon completion of the transaction, Single Point will cease to be a subsidiary of Nex Point. Singple Point reported total assets of approximately THB 160 million, shareholders’ equity of THB 6.7 million and net loss of THB 23.9 million in the year ending on March 31, 2020. The transaction was approved by the Board of Directors of Nex Point. Praphoth Pholpipattanaphong completed the acquisition of Single Point Engineering Company Limited from Nex Point Public Company Limited (SET:NEX) on August 7, 2020.お知らせ • Aug 11Nex Point Public Company Limited (SET : NEX) agreed to acquire approximately 45% stake in Absolute Assembly Company Limited from About Click Company Limited for Baht 218.25 million.Nex Point Public Company Limited (SET : NEX) agreed to acquire approximately 45% stake in Absolute Assembly Company Limited from About Click Company Limited for Baht 218.25 million on July 22, 2020. Nex Point Public Company Limited will acquire 11.25 million shares for approximately 45% stake in Absolute Assembly Company Limited.決済の安定と成長配当データの取得安定した配当: NEXの 1 株当たり配当が過去に安定していたかどうかを判断するにはデータが不十分です。増加する配当: NEXの配当金が増加しているかどうかを判断するにはデータが不十分です。配当利回り対市場Nex Point 配当利回り対市場NEX 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 (NEX)0%市場下位25% (TH)3.5%市場トップ25% (TH)7.5%業界平均 (Electronic)0.4%アナリスト予想 (NEX) (最長3年)0%注目すべき配当: NEXは最近配当金を報告していないため、配当金支払者の下位 25% に対して同社の配当利回りを評価することはできません。高配当: NEXは最近配当金を報告していないため、配当金支払者の上位 25% に対して同社の配当利回りを評価することはできません。株主への利益配当収益カバレッジ: NEX TH市場において目立った配当金を支払っていません。株主配当金キャッシュフローカバレッジ: NEXが配当金を報告していないため、配当金の持続可能性を計算できません。高配当企業の発掘7D1Y7D1Y7D1YTH 市場の強力な配当支払い企業。View Management企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/09 10:30終値2026/05/08 00:00収益2025/12/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Nex Point Public Company Limited 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。1 アナリスト機関Tawatchai AsawapornchaiGloblex Securities Co. Ltd.
お知らせ • Mar 17Nex Point Public Company Limited, Annual General Meeting, Apr 23, 2026Nex Point Public Company Limited, Annual General Meeting, Apr 23, 2026, at 14:00 SE Asia Standard Time.
お知らせ • Jan 17+ 1 more updateNex Point Public Company Limited Appoints Mr. Kittikorn Phinitwongwitthaya as Executive Director, Effective January 16, 2026NEX Point Public Company Limited informed that the Board of Directors' Meeting No. 1/2026, held on 9 January 2026, resolved to approve the appointment of Mr. Kittikorn Phinitwongwitthaya a Executive Director, with effect from 16 January 2026 onwards.
Reported Earnings • Nov 14Third quarter 2025 earnings released: ฿0.01 loss per share (vs ฿0.09 loss in 3Q 2024)Third quarter 2025 results: ฿0.01 loss per share (improved from ฿0.09 loss in 3Q 2024). Revenue: ฿206.5m (down 50% from 3Q 2024). Net loss: ฿38.1m (loss narrowed 79% from 3Q 2024). 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.
Reported Earnings • Aug 15Second quarter 2025 earnings released: EPS: ฿0.05 (vs ฿0.13 loss in 2Q 2024)Second quarter 2025 results: EPS: ฿0.05 (up from ฿0.13 loss in 2Q 2024). Revenue: ฿171.9m (up 5.7% from 2Q 2024). Net income: ฿216.0m (up ฿471.6m from 2Q 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 33 percentage points per year, which is a significant difference in performance.
お知らせ • Jun 20+ 1 more updateNex Point Public Company Limited Announces Board and Committee Changes, Effective June 19, 2025Nex Point Public Company Limited approved the appointment of Mr. Tanarat Rochanaviphart as a director and a member of the Executive Committee in replacement of Miss Inthira Chuaysanit, who has resigned. The appointment shall be effective from June 19, 2025 onwards. The appointment is effective from June 19, 2025 onwards. The company is in the process of selecting and appointing a qualified person to fill the vacant directorship resulting from a prior resignation. The Executive Committee members after the appointment are: Mr. Thanapat Suksuthamwong, Chairman of the Executive Committee, Mr. Chatrapon Sripratum, Member of the Executive Committee, Mr. Vasu Klomkliang, Member of the Executive Committee, Dr. Ekapol Sakulpolphaisan, Member of the Executive Committee, Mr. Tanarat Rochanaviphart, Member of the Executive Committee, Mr. Vichien Yupoonsup, Member of the Executive Committee.
Reported Earnings • May 15First quarter 2025 earnings released: ฿0.05 loss per share (vs ฿0.024 profit in 1Q 2024)First quarter 2025 results: ฿0.05 loss per share (down from ฿0.024 profit in 1Q 2024). Revenue: ฿145.6m (down 94% from 1Q 2024). Net loss: ฿126.6m (down 357% from profit in 1Q 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 15 percentage points per year, which is a significant difference in performance.
New Risk • Mar 15New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 33% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (13% average weekly change). Earnings have declined by 2.5% per year over the past 5 years. Shareholders have been substantially diluted in the past year (33% increase in shares outstanding). Minor Risk Market cap is less than US$100m (฿2.02b market cap, or US$60.2m).
New Risk • Feb 25New major risk - Revenue and earnings growthEarnings have declined by 2.5% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (13% average weekly change). Earnings have declined by 2.5% per year over the past 5 years. Minor Risk Market cap is less than US$100m (฿1.58b market cap, or US$46.8m).
Reported Earnings • Feb 25Full year 2024 earnings released: ฿1.38 loss per share (vs ฿0.38 profit in FY 2023)Full year 2024 results: ฿1.38 loss per share (down from ฿0.38 profit in FY 2023). Revenue: ฿3.40b (down 63% from FY 2023). Net loss: ฿2.77b (down 481% from profit in FY 2023).
お知らせ • Feb 24Nex Point Public Company Limited, Annual General Meeting, Apr 23, 2025Nex Point Public Company Limited, Annual General Meeting, Apr 23, 2025, at 14:00 SE Asia Standard Time.
お知らせ • Feb 13+ 1 more updateNex Point Public Company Limited Appoints Thanapat Suksuthamwong as Co-Chief Executive OfficerNex Point Public Company Limited at its board meeting held on February 11, 2025 approved appointment of Mr. Thanapat Suksuthamwong as CO-Chief Executive Officer (CO-CEO), effective from 11 February 2025.
お知らせ • Jan 17Nex Point Public Company Limited Appoints Ekapol Sakulpolphaisan as Chief Financial OfficerNex Point Public Company Limited announced appointment of Dr. Ekapol Sakulpolphaisan as Chief Financial Officer. Effective Date of Appointment is 15 January 2025.
お知らせ • Dec 16Nex Point Public Company Limited Acknowledges Resignation of Yutthapong Arthar as Acting Chief Financial Officer, Effective from January 15, 2025, OnwardNex Point Public Company Limited Acknowledged the resignation of the Acting Chief Financial Officer of the company, Mr. Yutthapong Artharn, effective from January 15, 2025, onward.
お知らせ • Dec 12Nex Point Public Company Limited announced that it has received THB 46.000001 million in fundingOn December 10, 2024, Nex Point Public Company Limited closed the transaction.
Reported Earnings • Nov 14Third quarter 2024 earnings released: ฿0.09 loss per share (vs ฿0.033 profit in 3Q 2023)Third quarter 2024 results: ฿0.09 loss per share (down from ฿0.033 profit in 3Q 2023). Revenue: ฿433.7m (down 65% from 3Q 2023). Net loss: ฿181.2m (down 374% from profit in 3Q 2023). Revenue is forecast to grow 34% p.a. on average during the next 3 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 53% per year but the company’s share price has fallen by 59% per year, which means it is significantly lagging earnings.
お知らせ • Sep 05Nex Point Public Company Limited Announces Directorate ChangesNex Point Public Company Limited announced that the company Resolved to appoint Mr. Chatrapon Sripratum as a new director of Next Point Public Company Limited, replacing Mr. Amorn Sapthaweekul, who resigned from his directorship before the end of his term. Mr. Sripratum will serve for the remaining term of the director he replaces and will also hold the position of an executive director and an authorized signatory. This appointment is effective from August 30, 2024, onwards.
Reported Earnings • Aug 16Second quarter 2024 earnings released: ฿0.26 loss per share (vs ฿0.19 profit in 2Q 2023)Second quarter 2024 results: ฿0.26 loss per share (down from ฿0.19 profit in 2Q 2023). Revenue: ฿191.6m (down 93% from 2Q 2023). Net loss: ฿255.6m (down 173% from profit in 2Q 2023). Revenue is forecast to grow 22% p.a. on average during the next 3 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 86% per year but the company’s share price has fallen by 59% per year, which means it is significantly lagging earnings.
お知らせ • Aug 16Nex Point Public Company Limited Announces Changes to Company SecretaryThe board of Nex Point Public Company Limited approved the appointment of a new company secretary to replace the previous one, who resigned due to other obligations. This appointment is also in line with good corporate governance principles. The details are as follows: Former Company Secretary: Ms. Kanokkarn Sillapachai. New Company Secretary: Ms. Napapron Russhajareanphaisan. This appointment is effective from August 14, 2024, onward.
Valuation Update With 7 Day Price Move • Jun 27Investor sentiment improves as stock rises 20%After last week's 20% share price gain to ฿2.00, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 16x in the Electronic industry in Thailand. Total loss to shareholders of 71% over the past three years.
New Risk • Jun 19New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: ฿3.57b (US$97.4m) 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: Major Risks Share price has been highly volatile over the past 3 months (20% average weekly change). High level of non-cash earnings (32% accrual ratio). Minor Risk Market cap is less than US$100m (฿3.57b market cap, or US$97.4m).
Valuation Update With 7 Day Price Move • Jun 10Investor sentiment deteriorates as stock falls 28%After last week's 28% share price decline to ฿2.02, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 16x in the Electronic industry in Thailand. Total loss to shareholders of 65% over the past three years.
Major Estimate Revision • May 22Consensus revenue estimates decrease by 18%, EPS upgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast fell from ฿12.2b to ฿9.97b. EPS estimate increased from ฿0.35 to ฿0.375 per share. Net income forecast to grow 27% next year vs 17% growth forecast for Electronic industry in Thailand. Consensus price target down from ฿15.00 to ฿4.50. Share price was steady at ฿4.06 over the past week.
Valuation Update With 7 Day Price Move • May 17Investor sentiment deteriorates as stock falls 39%After last week's 39% share price decline to ฿5.30, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 16x in the Electronic industry in Thailand. Negligible returns to shareholders over past three years.
Major Estimate Revision • May 17Consensus revenue estimates fall by 13%The consensus outlook for revenues in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from ฿14.0b to ฿12.2b. EPS estimate fell from ฿0.64 to ฿0.35 per share. Net income forecast to grow 44% next year vs 16% growth forecast for Electronic industry in Thailand. Consensus price target of ฿15.00 unchanged from last update. Share price fell 39% to ฿5.30 over the past week.
Buy Or Sell Opportunity • May 15Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 59% to ฿4.08. The fair value is estimated to be ฿5.23, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 85% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 98% in 2 years. Earnings are forecast to grow by 148% in the next 2 years.
お知らせ • May 12Nex Point Public Company Limited to Report Q1, 2024 Results on May 10, 2024Nex Point Public Company Limited announced that they will report Q1, 2024 results on May 10, 2024
Reported Earnings • May 11First quarter 2024 earnings released: EPS: ฿0.02 (vs ฿0.091 in 1Q 2023)First quarter 2024 results: EPS: ฿0.02 (down from ฿0.091 in 1Q 2023). Revenue: ฿2.51b (down 22% from 1Q 2023). Net income: ฿49.3m (down 68% from 1Q 2023). Profit margin: 2.0% (down from 4.7% in 1Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 25% p.a. on average during the next 3 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 106% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.
Buy Or Sell Opportunity • Apr 20Now 24% undervalued after recent price dropOver the last 90 days, the stock has fallen 7.3% to ฿8.95. The fair value is estimated to be ฿11.73, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 94% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 22% per annum. Earnings are also forecast to grow by 29% per annum over the same time period.
Reported Earnings • Feb 24Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: ฿0.38 (up from ฿0.12 in FY 2022). Revenue: ฿9.41b (up 43% from FY 2022). Net income: ฿725.3m (up 248% from FY 2022). Profit margin: 7.7% (up from 3.2% in FY 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 5.1%. Revenue is forecast to grow 30% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Electronic industry in Thailand. Over the last 3 years on average, earnings per share has increased by 114% per year but the company’s share price has only increased by 32% per year, which means it is significantly lagging earnings growth.
Major Estimate Revision • Dec 05Consensus revenue estimates fall by 32%The consensus outlook for revenues in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from ฿13.5b to ฿9.20b. EPS estimate fell from ฿0.52 to ฿0.38 per share. Net income forecast to grow 31% next year vs 9.7% growth forecast for Electronic industry in Thailand. Consensus price target of ฿14.25 unchanged from last update. Share price fell 2.8% to ฿10.40 over the past week.
Reported Earnings • Nov 14Third quarter 2023 earnings releasedThird quarter 2023 results: Revenue: ฿1.27b (down 7.9% from 3Q 2022). Net income: ฿66.2m (up ฿58.2m from 3Q 2022). Profit margin: 5.2% (up from 0.6% in 3Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 24% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Thailand.
Valuation Update With 7 Day Price Move • Nov 07Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ฿10.20, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 18x in the Electronic industry in Thailand. Total returns to shareholders of 132% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ฿8.58 per share.
Board Change • Oct 18Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Suchart Suphayak was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Oct 10Nex Point Public Company Limited Announces Board ChangesNex Point Public Company Limited at its board meeting held on October 6, 2023 announced appointment of Miss Inthira Chuaysanit to be the Board of Directors replace of Mr.Komsahaspob Nuttayakul and retained for remaining term of the resigned directors effective from 6 October 2023. List of the Board of Directors after appointment: 1) POL.GEN.Aek Angsananont Chairman, Independent Director., 2) MR. Khanist Srivajiraprabha Vice Chairman, 3) MR. Suthep Pongpitak Independent Director, 4) MR. Suchart Suphayak Independent Director, 5) MR. Somboon Wongrassamee Independent Director, 6) MR. Amorn Sapthaweekul Director and 7) MR. Vasu Klomkliang Director, 8) MR. Chanyuth Chayavatana Director, 9) Miss Inthira Chuaysanit Director.
Major Estimate Revision • Oct 05Consensus revenue estimates decrease by 19%The consensus outlook for fiscal year 2023 has been updated. 2023 revenue forecast fell from ฿16.7b to ฿13.5b. EPS estimate unchanged from ฿0.52 per share at last update. Electronic industry in Thailand expected to see average net income growth of 7.7% next year. Consensus price target of ฿18.00 unchanged from last update. Share price was steady at ฿11.40 over the past week.
お知らせ • Sep 28Komsahaspob Nuttayakul Resigns as Director from Nex Point Public Company LimitedNex Point Public Company Limited announced that Mr. Komsahaspob Nuttayakul have submitted a letter of Resignation from Director of the Company which effective from 27 September 2023 onwards. The Board of Directors will be the process of recruitment and recruit a qualified appropriate person to replace a vacancy of Company Director and will inform in further accordingly.
Valuation Update With 7 Day Price Move • Aug 22Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ฿12.30, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 16x in the Electronic industry in Thailand. Total returns to shareholders of 148% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ฿11.34 per share.
Major Estimate Revision • Aug 18Consensus revenue estimates fall by 35%The consensus outlook for revenues in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from ฿25.7b to ฿16.7b. EPS estimate fell from ฿0.85 to ฿0.52 per share. Net income forecast to grow 83% next year vs 10% growth forecast for Electronic industry in Thailand. Consensus price target of ฿18.00 unchanged from last update. Share price rose 13% to ฿11.60 over the past week.
New Risk • Aug 13New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 29% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (10% average weekly change). High level of non-cash earnings (29% accrual ratio). Minor Risk Shareholders have been diluted in the past year (21% increase in shares outstanding).
Reported Earnings • Aug 12Second quarter 2023 earnings released: EPS: ฿0.19 (vs ฿0.035 loss in 2Q 2022)Second quarter 2023 results: EPS: ฿0.19 (up from ฿0.035 loss in 2Q 2022). Revenue: ฿2.79b (up ฿2.58b from 2Q 2022). Net income: ฿352.5m (up ฿411.9m from 2Q 2022). Profit margin: 13% (up from net loss in 2Q 2022). The move to profitability was driven by higher revenue. Revenue is forecast to grow 24% p.a. on average during the next 3 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 111% 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 • May 19Investor sentiment improves as stock rises 28%After last week's 28% share price gain to ฿13.20, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 13x in the Electronic industry in Thailand. Total returns to shareholders of 263% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ฿11.35 per share.
Price Target Changed • May 18Price target decreased by 19% to ฿18.00Down from ฿22.25, the current price target is an average from 2 analysts. New target price is 36% above last closing price of ฿13.20. Stock is down 15% over the past year. The company is forecast to post earnings per share of ฿0.78 for next year compared to ฿0.12 last year.
Breakeven Date Change • Dec 31Forecast breakeven date pushed back to 2023The 2 analysts covering Nex Point previously expected the company to break even in 2022. New consensus forecast suggests the company will make a profit of ฿1.69b in 2023. Average annual earnings growth of 100% is required to achieve expected profit on schedule.
Board Change • Nov 16Less than half of directors are independentThere are 11 new directors who have joined the board in the last 3 years. Of these new board members, 5 were independent directors. The company's board is composed of: 11 new directors. No experienced directors. No highly experienced directors. 5 independent directors (6 non-independent directors). CEO & Vice Chairman Khanist Srivajiraprabha is the most experienced director on the board, commencing their role in 2020. Independent Director Suchart Suphayak was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.
Reported Earnings • Aug 17Second quarter 2022 earnings released: ฿0.04 loss per share (vs ฿0.02 loss in 2Q 2021)Second quarter 2022 results: ฿0.04 loss per share (down from ฿0.02 loss in 2Q 2021). Revenue: ฿218.4m (up 9.7% from 2Q 2021). Net loss: ฿59.4m (loss widened 80% from 2Q 2021). Over the next year, revenue is forecast to grow 2,341%, compared to a 75% growth forecast for the Electronic industry in Thailand. Over the last 3 years on average, earnings per share has increased by 59% per year whereas the company’s share price has increased by 61% per year.
Price Target Changed • May 25Price target decreased to ฿22.80Down from ฿25.00, the current price target is an average from 2 analysts. New target price is 23% above last closing price of ฿18.60. Stock is up 218% over the past year. The company is forecast to post earnings per share of ฿0.65 next year compared to a net loss per share of ฿0.064 last year.
Reported Earnings • May 15First quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2022 results: ฿0.04 loss per share (down from ฿0.023 loss in 1Q 2021). Revenue: ฿160.7m (down 22% from 1Q 2021). Net loss: ฿62.8m (loss widened 66% from 1Q 2021). Revenue missed analyst estimates by 24%. Earnings per share (EPS) exceeded analyst estimates by 25%. Over the next year, revenue is forecast to grow 2,647%, compared to a 102% growth forecast for the industry in Thailand. Over the last 3 years on average, earnings per share has increased by 50% per year but the company’s share price has increased by 65% per year, which means it is tracking significantly ahead of earnings growth.
Board Change • Apr 27Less than half of directors are independentThere are 9 new directors who have joined the board in the last 3 years. Of these new board members, 4 were independent directors. The company's board is composed of: 9 new directors. No experienced directors. No highly experienced directors. 4 independent directors (5 non-independent directors). CEO and Vice Chairman Khanist Srivajiraprabha is the most experienced director on the board, commencing their role in 2020. Independent Director Somboon Wongrassamee was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.
Buying Opportunity • Mar 04Now 21% undervaluedOver the last 90 days, the stock is up 34%. The fair value is estimated to be ฿22.52, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.9% per annum over the last 3 years. Earnings per share has grown by 38% per annum over the last 3 years.
Reported Earnings • Feb 27Full year 2021 earnings: EPS and revenues miss analyst expectationsFull year 2021 results: ฿0.064 loss per share (up from ฿0.15 loss in FY 2020). Revenue: ฿688.1m (down 52% from FY 2020). Net loss: ฿106.9m (loss narrowed 50% from FY 2020). Revenue missed analyst estimates by 24%. Earnings per share (EPS) also missed analyst estimates by 25%. Over the next year, revenue is forecast to grow 2,252%, compared to a 81% growth forecast for the industry in Thailand. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has increased by 57% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Feb 26Nex Point Public Company Limited, Annual General Meeting, Apr 29, 2022Nex Point Public Company Limited, Annual General Meeting, Apr 29, 2022, at 14:00 SE Asia Standard Time. Location: at the Chongnonsi meeting room 12th floor, Eastin Grand Hotel Sathorn No. 33/1 South Sathorn Road, Yannawa, Sathorn Bangkok Thailand Agenda: To acknowledge the company's Operation Result of the Year 2021; to approve the financial statements for the fiscal year ended 31 December 2021; to approve the omission of dividend payments for the year 2021; to approve the appointment of the auditors and the determination of the remuneration of the auditors for the Year 2022; to approve the election of directors to replace the directors who retire by rotation for the year 2022; to approve the determination of the remuneration of the directors for the Year 2022; to approved the consideration and approval the amendment of the company's objectives and the Memorandum of Association Clause 3. Objectives; and to consider the other matters (if any).
お知らせ • Feb 10Nex Point Public Company Limited (SET:NEX) and other investors acquired a 74.9% stake in EV Now Co., Ltd. from EA Mobility Holding Co., Ltd. and other shareholders for THB 28.4 million.Nex Point Public Company Limited (SET:NEX) and other investors agreed to acquire a 74.9% stake in EV Now Co., Ltd. from EA Mobility Holding Co., Ltd. and other shareholders for THB 28.4 million on November 12, 2021. As part of the transaction, Nex Point Public Company will acquire 3,749,498 shares and Other shareholders will acquire 2 shares in EV Now. Post transaction, EV Now will be 74.98% owned by Nex Point Public Company and 25.01% by Other shareholders. For the year ended December 31, 2021, EV Now reported Revenue of THB 804.4 million, Net Loss of THB 5.02 million and Total Asset of THB 829.5 million. The transaction is approved by the board of Energy Absolute Public Company Limited, parent of EA Mobility. Nex Point Public Company Limited (SET:NEX) and other investors completed the acquisition of 74.9% stake in EV Now Co., Ltd. from EA Mobility Holding Co., Ltd. and other shareholders on February 8, 2022.
Breakeven Date Change • Dec 31Forecast breakeven date pushed back to 2022The 2 analysts covering Nex Point previously expected the company to break even in 2021. New consensus forecast suggests the company will make a profit of ฿2.09b in 2022. Average annual earnings growth of 105% is required to achieve expected profit on schedule.
Price Target Changed • Dec 14Price target increased to ฿20.00Up from ฿14.20, the current price target is an average from 2 analysts. New target price is 12% above last closing price of ฿17.80. Stock is up 312% over the past year. The company is forecast to post earnings per share of ฿0.26 next year compared to a net loss per share of ฿0.15 last year.
Reported Earnings • Nov 15Third quarter 2021 earnings released: ฿0.009 loss per share (vs ฿0.02 loss in 3Q 2020)The company reported a soft third quarter result with weaker revenues and control over costs, although losses reduced. Third quarter 2021 results: Revenue: ฿116.5m (down 55% from 3Q 2020). Net loss: ฿19.6m (loss narrowed 36% from 3Q 2020). Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has increased by 37% per year, which means it is tracking significantly ahead of earnings growth.
Executive Departure • Aug 24Company Secretary Nittaya Utokyota has left the companyOn the 13th of August, Nittaya Utokyota's tenure as Company Secretary ended. We don't have any record of a personal shareholding under Nittaya's name. A total of 3 executives have left over the last 12 months. The current median tenure of the management team is 1.08 years, which is considered inexperienced in the Simply Wall St Risk Model.
Reported Earnings • Aug 18Second quarter 2021 earnings released: ฿0.02 loss per share (vs ฿0.053 loss in 2Q 2020)The company reported a poor second quarter result with increased losses, weaker revenues and weaker control over costs. Second quarter 2021 results: Revenue: ฿199.1m (down 49% from 2Q 2020). Net loss: ฿32.9m (loss widened 4.8% from 2Q 2020). Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 32% per year, which means it is well ahead of earnings.
Reported Earnings • May 17First quarter 2021 earnings released: ฿0.023 loss per share (vs ฿0.017 loss in 1Q 2020)The company reported a poor first quarter result with increased losses, weaker revenues and weaker control over costs. First quarter 2021 results: Revenue: ฿207.1m (down 66% from 1Q 2020). Net loss: ฿37.9m (loss widened 363% from 1Q 2020). Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.
Reported Earnings • Feb 26Full year 2020 earnings released: ฿0.15 loss per share (vs ฿0.50 loss in FY 2019)The company reported a solid full year result with improved revenues and control over costs, although losses increased. Full year 2020 results: Revenue: ฿1.44b (up 80% from FY 2019). Net loss: ฿213.6m (loss widened 46% from FY 2019). Over the last 3 years on average, earnings per share has fallen by 49% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.
お知らせ • Feb 25Nex Point Public Company Limited, Annual General Meeting, Apr 29, 2021Nex Point Public Company Limited, Annual General Meeting, Apr 29, 2021, at 14:00 SE Asia Standard Time. Location: Surasak 1 Meeting Room, 11th Floor Eastin Grand Hotel Sathorn Bangkok Thailand Agenda: To approval of the Minutes of the EGM No. 3/2020, which was held on 15 October 2020; To consider and acknowledge the Company's operating results for the year 2020; To consider and approve the consolidated financial statement for the year ended 31 December 202, which has been audited by a certified public accountant; To approve the suspension of dividend payment for the year 2020; To consider and approve the appointment of directors replacing those retire by rotation; To consider and approve the determination of director's remuneration, meeting allowances and special gratuities for the year 2021; To consider and approve the appointment of auditor, and their remuneration; and To consider other matters (if any).
Executive Departure • Feb 16Chief Financial Officer has left the companyOn the 11th of February, Prangtip Ngamthammanit's tenure as Chief Financial Officer ended after 2.6 years in the role. We don't have any record of a personal shareholding under Prangtip's name. A total of 10 executives have left over the last 12 months.
お知らせ • Feb 13Nex Point Public Company Limited Appoints Yuttapong Artharn as Financial Accounting DirectorNex Point Public Company Limited announced the appointment of Mr. Yuttapong Artharn to be a Financial Accounting Director, with effect from 11 February 2021 onwards.
お知らせ • Feb 12Nex Point Public Company Limited Appoints Yuttapong Artharn as Acting Chief Financial Officer in Place of Prangtip NgamthamanitNex Point Public Company Limited announced the appointment of Mr. Yuttapong Artharn to be a Acting Chief Financial Officer, with effect from 11 February 2021 onwards. The company announced the termination of Prangtip Ngamthamanit as Acting Chief Financial Officer, with effect from 11 February 2021 onwards.
Is New 90 Day High Low • Jan 11New 90-day high: ฿5.65The company is up 20% from its price of ฿4.72 on 12 October 2020. The Thai market is up 21% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 162% over the same period.
お知らせ • Jan 09Nex Point Public Company Limited Announces Board ChangesNex Point Public Company Limited notified the resolutions of the Board of Directors meeting held on 8 January 2021 appointed Mr. Tinnakorn Punpanichgul as a Director in place of Mr. Kanawuthi Wattanadhirach, and the term is equal to the remaining term of Mr.Kanawuthi Wattanadhirach,the resigned directors.
お知らせ • Dec 31Nex Point Public Company Limited Announces Kanawuthi Wattanadhirach Ended His Employment Contract for the Position of Vice Chief Executive Officer on December 31, 2020Nex Point Public Company Limited announced that Mr.Kanawuthi Wattanadhirach ended his employment contract for the position of Vice Chief Executive Officer on December 31, 2020, and has informed of his intention to resign from other positions of the Company as follows: Dirctors of Nex Point Public Company Limited; Executive Directors of Nex Point Public Company Limited; Director of SPP Intelligence Co., Ltd.; and Director of SPP Fintech Co., Ltd. (Subsidiary Company). The appointment is effective from January 1, 2021 onwards however, the Board of Director will continue to recruit qualified individuals to replace the vacant director position.
Reported Earnings • Nov 14Third quarter 2020 earnings released: ฿0.02 loss per shareThe company reported a mediocre third quarter result with increased losses and weaker control over expenses, although revenues were improved. Third quarter 2020 results: Revenue: ฿275.0m (up 44% from 3Q 2019). Net loss: ฿30.5m (loss widened 45% from 3Q 2019). Over the last 3 years on average, earnings per share has fallen by 63% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.
お知らせ • Aug 22Praphoth Pholpipattanaphong acquired Single Point Engineering Company Limited from Nex Point Public Company Limited (SET:NEX) for THB 8 million.Praphoth Pholpipattanaphong agreed to acquire Single Point Engineering Company Limited from Nex Point Public Company Limited (SET:NEX) for THB 8 million on July 22, 2020. Under the terms of the transaction, Praphoth Pholpipattanaphong will acquire 5 million shares of Single Point. Upon completion of the transaction, Single Point will cease to be a subsidiary of Nex Point. Singple Point reported total assets of approximately THB 160 million, shareholders’ equity of THB 6.7 million and net loss of THB 23.9 million in the year ending on March 31, 2020. The transaction was approved by the Board of Directors of Nex Point. Praphoth Pholpipattanaphong completed the acquisition of Single Point Engineering Company Limited from Nex Point Public Company Limited (SET:NEX) on August 7, 2020.
お知らせ • Aug 11Nex Point Public Company Limited (SET : NEX) agreed to acquire approximately 45% stake in Absolute Assembly Company Limited from About Click Company Limited for Baht 218.25 million.Nex Point Public Company Limited (SET : NEX) agreed to acquire approximately 45% stake in Absolute Assembly Company Limited from About Click Company Limited for Baht 218.25 million on July 22, 2020. Nex Point Public Company Limited will acquire 11.25 million shares for approximately 45% stake in Absolute Assembly Company Limited.