View Future GrowthThis company listing is no longer activeThis company may still be operating, however this listing is no longer active. Find out why through their latest events.See Latest EventsIntouch Holdings 過去の業績過去 基準チェック /36Intouch Holdingsは5.5%の年平均成長率で業績を伸ばしているが、Wireless Telecom業界はgrowingで6.7%毎年増加している。売上は減少しており、年平均64.8%の割合である。主要情報5.55%収益成長率5.53%EPS成長率Wireless Telecom 業界の成長13.03%収益成長率-64.85%株主資本利益率32.58%ネット・マージンn/a前回の決算情報31 Dec 2024最近の業績更新お知らせ • Oct 01Intouch Holdings Public Company Limited to Report Q3, 2024 Results on Nov 08, 2024Intouch Holdings Public Company Limited announced that they will report Q3, 2024 results on Nov 08, 2024お知らせ • Jan 05Intouch Holdings Public Company Limited to Report Fiscal Year 2023 Results on Feb 07, 2024Intouch Holdings Public Company Limited announced that they will report fiscal year 2023 results on Feb 07, 2024Reported Earnings • May 12First quarter 2023 earnings released: EPS: ฿0.84 (vs ฿0.80 in 1Q 2022)First quarter 2023 results: EPS: ฿0.84 (up from ฿0.80 in 1Q 2022). Net income: ฿2.69b (up 5.4% from 1Q 2022). Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 14% per year, which means it is well ahead of earnings.Reported Earnings • Feb 16Full year 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2022 results: EPS: ฿3.23 (down from ฿3.31 in FY 2021). Net income: ฿10.4b (down 2.3% from FY 2021). Revenue exceeded analyst estimates. Earnings per share (EPS) missed analyst estimates by 10%. Revenue is forecast to grow 78% p.a. on average during the next 2 years, compared to a 5.5% growth forecast for the Wireless Telecom industry in Asia. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.お知らせ • Jan 18Intouch Holdings Public Company Limited to Report Fiscal Year 2022 Results on Feb 10, 2023Intouch Holdings Public Company Limited announced that they will report fiscal year 2022 results at 4:45 PM, SE Asia Standard Time on Feb 10, 2023Reported Earnings • Nov 09Third quarter 2022 earnings released: EPS: ฿0.77 (vs ฿0.83 in 3Q 2021)Third quarter 2022 results: EPS: ฿0.77 (down from ฿0.83 in 3Q 2021). Revenue: ฿3.21b (up 243% from 3Q 2021). Net income: ฿2.46b (down 7.5% from 3Q 2021). Profit margin: 77% (down from 285% in 3Q 2021). Revenue is expected to decline by 3.5% p.a. on average during the next 3 years, while revenues in the Wireless Telecom industry in Asia are expected to grow by 4.8%. Over the last 3 years on average, earnings per share has fallen by 2% per year whereas the company’s share price has increased by 3% per year.すべての更新を表示Recent updatesお知らせ • Mar 21Intouch Holdings Public Company Limited(SET:INTUCH) dropped from FTSE All-World Index (USD)Intouch Holdings Public Company Limited(SET:INTUCH) dropped from FTSE All-World Index (USD)Valuation Update With 7 Day Price Move • Feb 20Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to ฿82.50, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 17x in the Wireless Telecom industry in Asia. Total returns to shareholders of 33% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ฿87.65 per share.New Risk • Feb 12New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. Payout ratio: 253% Cash payout ratio: 302% Dividend yield: 11% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. 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 Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 253% Cash payout ratio: 302% Revenue is less than US$1m.お知らせ • Feb 11Intouch Holdings Public Company Limited, Annual General Meeting, Mar 25, 2025Intouch Holdings Public Company Limited, Annual General Meeting, Mar 25, 2025, at 09:00 SE Asia Standard Time.お知らせ • Feb 10Intouch Holdings Public Company Limited Proposes Omission Annual Dividend PaymentIntouch Holdings Public Company Limited announced that the Board has agreed to propose to the Annual General Meeting of Shareholders for 2025 to acknowledge the interim dividend and the special dividend payments, totaling THB 8.54 per share, amounting to approximately THB 27,385 million, or 203% of the net profit from the operating results of 2024. After considering the Company's operating results of 2024, retained earnings and dividend payout ratio, including the Company's dividend policy, the Board deemed it appropriate to propose to the Annual General Meeting of Shareholders for 2025 for approval of the omission of the annual dividend payment, with no additional dividend payment from the operating results of 2024.Declared Dividend • Feb 08Dividend increased to ฿6.54Dividend of ฿6.54 is 285% higher than last year. Ex-date: 19th February 2025 Payment date: 4th March 2025 Dividend yield will be 8.6%, which is higher than the industry average of 3.6%. Sustainability & Growth Dividend is covered by earnings (82% earnings payout ratio) but not covered by cash flows (105% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 14% over the next 2 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Feb 06Intouch Holdings Public Company Limited Declares Special Dividend, Payable on March 4, 2025Intouch Holdings Public Company Limited declared special dividend of THB 6.54 per share on Common shareholders. Record date for the right to receive dividends is 20-Feb. 2025. Ex-dividend date is 19-Feb. 2025. Payment date is 04-Mar. 2025.Buy Or Sell Opportunity • Feb 04Now 21% overvaluedOver the last 90 days, the stock has fallen 3.0% to ฿98.50. The fair value is estimated to be ฿81.13, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 26% over the last 3 years. Earnings per share has grown by 13%.お知らせ • Feb 04Intouch Holdings Public Company Limited (SET:INTUCH), Gulf Energy Development Public Company Limited (SET:GULF), Singtel Strategic Investments Pte Ltd. and Sarath Ratanavadi proposed to acquire an additional 0.01% stake in Advanced Info Service Public Company Limited (SET:ADVANC) for THB 29.7 million.Intouch Holdings Public Company Limited (SET:INTUCH), Gulf Energy Development Public Company Limited (SET:GULF), Singtel Strategic Investments Pte Ltd. and Sarath Ratanavadi proposed to acquire an additional 36.25% stake in Advanced Info Service Public Company Limited (SET:ADVANC) for THB 233.2 billion on July 16, 2024. A cash consideration of THB 233.2 billion valued at THB 216.3 per share will be paid by Intouch Holdings Public Company Limited, Gulf Energy Development Public Company Limited and Singtel Strategic Investments Pte Ltd. As part of consideration, THB 233.2 billion is paid towards common equity of Advanced Info Service Public Company Limited. Under the terms of agreement, the acquisition of securities of Advanced Info Service Public Company Limited (“ADVANC”) by way of the conditional voluntary tender offer for all securities of ADVANC (excluding the shares held by tender offerors); As of August 27, 2024, the offer price has been revised to THB 211.43 per share. The adjustment of the tender offer price is based on the conditions as specified in the Notification to the SET from the declaration of the payment of interim dividend of ADVANCat the amount of THB 4.87 per share, pursuant to the resolution of the Board of Directors’ Meeting of ADVANC on 6 August 2024, which approved the payment of such interim dividend. The funds are entirely sourced from credit facilities provided by financial institutions. The Siam Commercial Bank Public Company Limited, Kasikornbank Public Company Limited, Bank of Ayudhya Public Company Limited, Government Savings Bank, Krung Thai Bank Public Company Limited and Bangkok Bank Public Company Limited (“BBL”) have issued a confirmation letter stating that the banks have approved and will provide financial support to INTUCH for the purpose of Tender Offer in the amount of up to THB 15,000,000,000. The transaction is subject to obtaining financing, creditors approval, approval of ADVANC shareholders and has been approved by Board of Intouch. The expected completion of the transaction is January 1, 2025, to March 31, 2025. The transaction is expected to complete on January 31, 2025. Avantgarde Capital Company Limited acted as financial advisor and fairness opinion provider to Intouch. Discover Management Co., Ltd. acted as financial advisor to Gulf Energy. Bualuang Securities Public Company Limited acted as Tender Offer Preparer and Tender Offer Agent. Intouch Holdings Public Company Limited (SET:INTUCH), Gulf Energy Development Public Company Limited (SET:GULF), Singtel Strategic Investments Pte Ltd. and Sarath Ratanavadi proposed to acquire an additional 0.01% stake in Advanced Info Service Public Company Limited (SET:ADVANC) for THB 29.7 million on February 3, 2025.Buy Or Sell Opportunity • Jan 10Now 21% overvaluedOver the last 90 days, the stock has fallen 5.3% to ฿98.00. The fair value is estimated to be ฿81.13, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 26% over the last 3 years. Earnings per share has grown by 13%.お知らせ • Dec 26Intouch Holdings Public Company Limited (SET:INTUCH), Gulf Energy Development Public Company Limited (SET:GULF), Gulf Ventures Company Limited and Sarath Ratanavadi proposed to acquire 58.86% stake in Thaicom Public Company Limited (SET:THCOM) from a group of shareholders for THB 7.1 billion.Intouch Holdings Public Company Limited (SET:INTUCH), Gulf Energy Development Public Company Limited (SET:GULF), Gulf Ventures Company Limited and Sarath Ratanavadi proposed to acquire 58.86% stake in Thaicom Public Company Limited (SET:THCOM) from a group of shareholders for THB 7.1 billion on December 24, 2024. A cash consideration valued at THB 11 per share will be paid for 645,187,220 shares. The expected completion of the transaction is February 6, 2025. TTT & Partners Company Limited acted as legal advisor to Thaicom Public Company Limited. Bualuang Securities Public Company Limited acted as tender offer agent.Buy Or Sell Opportunity • Dec 24Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 6.0% to ฿97.75. The fair value is estimated to be ฿81.13, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 26% over the last 3 years. Earnings per share has grown by 13%.Buy Or Sell Opportunity • Dec 03Now 26% overvalued after recent price riseOver the last 90 days, the stock has risen 22% to ฿103. The fair value is estimated to be ฿81.13, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 26% over the last 3 years. Earnings per share has grown by 13%.Buy Or Sell Opportunity • Nov 18Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 18% to ฿98.50. The fair value is estimated to be ฿81.13, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 26% over the last 3 years. Earnings per share has grown by 13%.Price Target Changed • Nov 12Price target increased by 10% to ฿100Up from ฿91.16, the current price target is an average from 8 analysts. New target price is approximately in line with last closing price of ฿101. Stock is up 40% over the past year. The company is forecast to post earnings per share of ฿4.18 for next year compared to ฿4.10 last year.お知らせ • Oct 01Intouch Holdings Public Company Limited to Report Q3, 2024 Results on Nov 08, 2024Intouch Holdings Public Company Limited announced that they will report Q3, 2024 results on Nov 08, 2024Buy Or Sell Opportunity • Sep 24Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 28% to ฿92.25. The fair value is estimated to be ฿76.81, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 72% over the last 3 years. Earnings per share has grown by 10%.Declared Dividend • Aug 09First half dividend increased to ฿2.00Dividend of ฿2.00 is 36% higher than last year. Ex-date: 20th August 2024 Payment date: 5th September 2024 Dividend yield will be 4.5%, which is higher than the industry average of 3.6%. Sustainability & Growth Dividend is covered by earnings (83% earnings payout ratio) but not adequately covered by cash flows (99% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 14% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Aug 07Intouch Holdings Public Company Limited Approves Interim Cash Dividend for Operating Period from January 1, 2024 to June 30, 2024, Payable on September 5, 2024Intouch Holdings Public Company Limited announced approval of the interim cash dividend payment of THB 2 per share for the Operating period from January 1, 2024 to June 30, 2024. Record date for the right to receive dividends is August 31, 2024. Ex-dividend date is August 20, 2024. Payment date is September 5, 2024.お知らせ • Jul 18Intouch Holdings Public Company Limited Proposes Special DividendIntouch Holdings Public Company Limited at its EGM to be held on 3 October 2024, the Board has agreed in principle the payment of a special dividend to the shareholders of the Company. This special dividend payment is part of the Restructuring Transactions, and such special dividend will be paid from the Company's retained earnings at a rate of THB 4.5 per share, totaling approximately THB 14,430.1 million. Upon satisfaction of the key conditions to the Amalgamation, the Board will call another Board meeting to further consider and approve the exact amount of the special dividend, as well as determine the Record Date and the payment date of the special dividend. The Record Date and the payment date for the special dividend are expected to take place after the completion of the purchase of shares from Dissenting Shareholders but before the completion of the Amalgamation.Buy Or Sell Opportunity • Jul 15Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 12% to ฿77.00. The fair value is estimated to be ฿64.09, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 91% over the last 3 years. Earnings per share has grown by 6.7%.Upcoming Dividend • Feb 13Upcoming dividend of ฿1.70 per share at 4.4% yieldEligible shareholders must have bought the stock before 20 February 2024. Payment date: 19 April 2024. Payout ratio is on the higher end at 77%, and the cash payout ratio is above 100%. Trailing yield: 4.4%. Lower than top quartile of Thai dividend payers (6.6%). In line with average of industry peers (4.0%).Declared Dividend • Feb 09Dividend of ฿1.70 announcedShareholders will receive a dividend of ฿1.70. Ex-date: 20th February 2024 Payment date: 19th April 2024 Dividend yield will be 4.3%, which is higher than the industry average of 3.6%. Sustainability & Growth Dividend is covered by earnings (83% earnings payout ratio) but not adequately covered by cash flows (99% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 7.0% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Feb 08+ 1 more updateIntouch Holdings Public Company Limited, Annual General Meeting, Mar 26, 2024Intouch Holdings Public Company Limited, Annual General Meeting, Mar 26, 2024, at 14:00 SE Asia Standard Time. Agenda: To consider the acknowledged the board of directors report on the company's operating results in 2023; to consider the approved the financial statements for the year ended December 31, 2023; to consider and approve the appropriation of the net profit in 2023 as the annual dividend; to consider and approve the appointment of the company's external auditors and to fix the audit fees for the year 2024; and to consider other matters.New Risk • Feb 08New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 111% Last year net profit margin: 87,106% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (99% cash payout ratio). Profit margins are more than 30% lower than last year (111% net profit margin).お知らせ • Jan 05Intouch Holdings Public Company Limited to Report Fiscal Year 2023 Results on Feb 07, 2024Intouch Holdings Public Company Limited announced that they will report fiscal year 2023 results on Feb 07, 2024Upcoming Dividend • Aug 16Upcoming dividend of ฿1.47 per share at 4.4% yieldEligible shareholders must have bought the stock before 23 August 2023. Payment date: 08 September 2023. Trailing yield: 4.4%. Lower than top quartile of Thai dividend payers (6.4%). In line with average of industry peers (4.0%).お知らせ • Aug 11Intouch Holdings Public Company Limited Approves Interim Cash Dividend for Operating Period from 01 January 2023 to 30 June 2023, Payable on September 8, 2023Intouch Holdings Public Company Limited announced approval of the interim cash dividend payment of 1.47 baht per share for the Operating period from 01 January 2023 to 30 June 2023. Record date for the right to receive dividends is 24 August 2023. Ex-dividend date is 23 August 2023. Payment date is September 8, 2023.Reported Earnings • May 12First quarter 2023 earnings released: EPS: ฿0.84 (vs ฿0.80 in 1Q 2022)First quarter 2023 results: EPS: ฿0.84 (up from ฿0.80 in 1Q 2022). Net income: ฿2.69b (up 5.4% from 1Q 2022). Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 14% per year, which means it is well ahead of earnings.Major Estimate Revision • Feb 21Consensus revenue estimates fall by 13%The consensus outlook for revenues in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from ฿2.81b to ฿2.45b. EPS estimate fell from ฿3.56 to ฿3.44 per share. Net income forecast to grow 6.3% next year vs 9.5% growth forecast for Wireless Telecom industry in Thailand. Consensus price target up from ฿78.94 to ฿80.60. Share price was steady at ฿75.50 over the past week.Reported Earnings • Feb 16Full year 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2022 results: EPS: ฿3.23 (down from ฿3.31 in FY 2021). Net income: ฿10.4b (down 2.3% from FY 2021). Revenue exceeded analyst estimates. Earnings per share (EPS) missed analyst estimates by 10%. Revenue is forecast to grow 78% p.a. on average during the next 2 years, compared to a 5.5% growth forecast for the Wireless Telecom industry in Asia. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.お知らせ • Jan 18Intouch Holdings Public Company Limited to Report Fiscal Year 2022 Results on Feb 10, 2023Intouch Holdings Public Company Limited announced that they will report fiscal year 2022 results at 4:45 PM, SE Asia Standard Time on Feb 10, 2023Upcoming Dividend • Jan 03Upcoming dividend of ฿1.40 per shareEligible shareholders must have bought the stock before 10 January 2023. Payment date: 27 January 2023. The company is paying out more than 100% of its profits and is paying out 96% of its cash flow. Trailing yield: 4.3%. Lower than top quartile of Thai dividend payers (5.6%). Lower than average of industry peers (4.8%).Board Change • Nov 16Less than half of directors are independentThere are 8 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. The company's board is composed of: 4 independent directors. 7 non-independent directors. Independent Director Pareena Srivanit 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.Reported Earnings • Nov 09Third quarter 2022 earnings released: EPS: ฿0.77 (vs ฿0.83 in 3Q 2021)Third quarter 2022 results: EPS: ฿0.77 (down from ฿0.83 in 3Q 2021). Revenue: ฿3.21b (up 243% from 3Q 2021). Net income: ฿2.46b (down 7.5% from 3Q 2021). Profit margin: 77% (down from 285% in 3Q 2021). Revenue is expected to decline by 3.5% p.a. on average during the next 3 years, while revenues in the Wireless Telecom industry in Asia are expected to grow by 4.8%. Over the last 3 years on average, earnings per share has fallen by 2% per year whereas the company’s share price has increased by 3% per year.Upcoming Dividend • Aug 17Upcoming dividend of ฿1.76 per shareEligible shareholders must have bought the stock before 24 August 2022. Payment date: 08 September 2022. The company is paying out more than 100% of its profits and is paying out 86% of its cash flow. Trailing yield: 4.5%. Lower than top quartile of Thai dividend payers (5.4%). In line with average of industry peers (4.4%).Reported Earnings • Aug 12Second quarter 2022 earnings released: EPS: ฿0.82 (vs ฿0.88 in 2Q 2021)Second quarter 2022 results: EPS: ฿0.82 (down from ฿0.88 in 2Q 2021). Revenue: ฿3.22b (up 305% from 2Q 2021). Net income: ฿2.64b (down 6.3% from 2Q 2021). Profit margin: 82% (down from 354% in 2Q 2021). The decrease in margin was primarily driven by higher revenue. Over the next year, revenue is forecast to grow 17%, compared to a 5.5% growth forecast for the industry in Thailand. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.Reported Earnings • May 14First quarter 2022 earnings: EPS misses analyst expectationsFirst quarter 2022 results: EPS: ฿0.80 (down from ฿0.83 in 1Q 2021). Revenue: ฿752.6m (down 4.5% from 1Q 2021). Net income: ฿2.55b (down 4.1% from 1Q 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 2.4%. Over the next year, revenue is expected to shrink by 11% compared to a 5.7% growth forecast for the industry in Thailand. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.Board Change • Apr 27Less than half of directors are independentThere are 8 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. The company's board is composed of: 4 independent directors. 7 non-independent directors. Independent Director Kanit Vallayapet was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.Upcoming Dividend • Feb 16Upcoming dividend of ฿1.60 per shareEligible shareholders must have bought the stock before 23 February 2022. Payment date: 21 April 2022. Payout ratio and cash payout ratio are on the higher end at 84% and 87% respectively. Trailing yield: 3.6%. Lower than top quartile of Thai dividend payers (5.0%). Lower than average of industry peers (4.4%).Reported Earnings • Feb 13Full year 2021 earnings: EPS and revenues miss analyst expectationsFull year 2021 results: EPS: ฿3.35 (down from ฿3.45 in FY 2020). Revenue: ฿3.32b (down 9.4% from FY 2020). Net income: ฿10.7b (down 2.7% from FY 2020). Revenue missed analyst estimates by 5.9%. Earnings per share (EPS) also missed analyst estimates by 1.5%. Over the next year, revenue is expected to shrink by 8.1% compared to a 5.1% growth forecast for the industry in Thailand. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.Reported Earnings • Nov 05Third quarter 2021 earnings released: EPS ฿0.83 (vs ฿0.83 in 3Q 2020)Third quarter 2021 results: Revenue: ฿935.3m (up 1.2% from 3Q 2020). Net income: ฿2.66b (flat on 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 14% per year, which means it is well ahead of earnings.Executive Departure • Oct 06Non-Executive Director Somprasong Boonyachai has left the companyOn the 30th of September, Somprasong Boonyachai was replaced as CEO by Anek Pana-Apichon. We don't have any record of a personal shareholding under Somprasong's name. A total of 6 executives have left over the last 12 months. The current median tenure of the management team is 3.25 years.Executive Departure • Oct 06Independent Director Sopawadee Lertmanaschai has left the companyOn the 30th of September, Sopawadee Lertmanaschai's tenure as Independent Director ended after 7.5 years in the role. We don't have any record of a personal shareholding under Sopawadee's name. A total of 6 executives have left over the last 12 months. The current median tenure of the management team is 3.25 years.Executive Departure • Oct 06Independent Director Manida Zinmerman has left the companyOn the 30th of September, Manida Zinmerman's tenure as Independent Director ended after 1.6 years in the role. We don't have any record of a personal shareholding under Manida's name. A total of 6 executives have left over the last 12 months. The current median tenure of the management team is 3.25 years.Board Change • Oct 06Less than half of directors are independentThere are 7 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: 4 independent directors. 7 non-independent directors. Independent Chairman of the Board Kan Trakulhoon was the last independent director to join the board, commencing their role in the last week. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.Valuation Update With 7 Day Price Move • Aug 11Investor sentiment improved over the past weekAfter last week's 17% share price gain to ฿73.00, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 16x in the Wireless Telecom industry in Asia. Total returns to shareholders of 50% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ฿60.63 per share.Upcoming Dividend • Aug 10Upcoming dividend of ฿1.23 per shareEligible shareholders must have bought the stock before 17 August 2021. Payment date: 02 September 2021. Trailing yield: 4.1%. Lower than top quartile of Thai dividend payers (4.9%). In line with average of industry peers (3.8%).Reported Earnings • Aug 05Second quarter 2021 earnings released: EPS ฿0.88 (vs ฿0.93 in 2Q 2020)The company reported a decent second quarter result with improved revenues, although earnings and profit margins were weaker. Second quarter 2021 results: Revenue: ฿3.74b (up 304% from 2Q 2020). Net income: ฿2.81b (down 5.6% from 2Q 2020). Profit margin: 75% (down from 322% in 2Q 2020). The decrease in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.Reported Earnings • May 02First quarter 2021 earnings released: EPS ฿0.83 (vs ฿0.85 in 1Q 2020)First quarter 2021 results: Revenue: ฿788.3m (down 20% from 1Q 2020). Net income: ฿2.66b (down 2.9% from 1Q 2020). Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.Is New 90 Day High Low • Mar 02New 90-day low: ฿54.50The company is down 1.0% from its price of ฿55.25 on 02 December 2020. The Thai market is up 6.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Wireless Telecom industry, which is up 16% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ฿46.88 per share.Reported Earnings • Feb 10Full year 2020 earnings released: EPS ฿3.45 (vs ฿3.46 in FY 2019)The company reported a decent full year result with weaker profit margins, although earnings were flat and revenues improved. Full year 2020 results: Revenue: ฿15.7b (up 222% from FY 2019). Net income: ฿11.0b (flat on FY 2019). Profit margin: 71% (down from 227% in FY 2019). The decrease in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 1% per year and the company’s share price has also fallen by 1% per year.Analyst Estimate Surprise Post Earnings • Feb 10Earnings beat expectations, revenue disappointsRevenue missed analyst estimates by 13%. Earnings per share (EPS) exceeded analyst estimates by 2.5%. Over the next year, revenue is expected to shrink by 74% compared to a 1.4% growth forecast for the Wireless Telecom industry in Thailand.Major Estimate Revision • Feb 02Analysts update estimatesThe 2020 consensus revenue estimate increased from ฿4.22b to ฿5.70b. Earning per share (EPS) estimate remained mostly unchanged at ฿3.37. Net income is expected to grow by 5.8% next year compared to 2.8% growth forecast for the Wireless Telecom industry in Thailand. The consensus price target was lowered from ฿68.95 to ฿68.85. Share price is down by 1.3% to ฿57.00 over the past week.Is New 90 Day High Low • Jan 08New 90-day high: ฿60.00The company is up 14% from its price of ฿52.50 on 09 October 2020. The Thai market is up 20% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Wireless Telecom industry, which is up 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ฿48.56 per share.Is New 90 Day High Low • Dec 14New 90-day high: ฿57.75The company is up 5.0% from its price of ฿54.75 on 15 September 2020. The Thai market is up 17% over the last 90 days, indicating the company underperformed over that time. However, its price trend is similar to the Wireless Telecom industry, which is also up 5.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ฿47.82 per share.Major Estimate Revision • Nov 13Analysts update estimatesThe 2020 consensus revenue estimate was lowered from ฿4.31b to ฿3.76b. Earning per share (EPS) estimate remained mostly unchanged at ฿3.27. Net income is expected to grow by 5.6% next year compared to 3.6% growth forecast for the Wireless Telecom industry in Thailand. The consensus price target increased from ฿68.37 to ฿68.58. Share price is up 1.4% to ฿54.50 over the past week.Analyst Estimate Surprise Post Earnings • Nov 07Revenue and earnings miss expectationsRevenue missed analyst estimates by 1.5%. Earnings per share (EPS) also missed analyst estimates by 10%. Over the next year, revenue is expected to shrink by 69% compared to a 2.9% growth forecast for the Wireless Telecom industry in Thailand.Reported Earnings • Nov 07Third quarter 2020 earnings released: EPS ฿0.83The company reported a decent third quarter result with improved revenues, although earnings and profit margins were weaker. Third quarter 2020 results: Revenue: ฿3.69b (up 202% from 3Q 2019). Net income: ฿2.66b (down 21% from 3Q 2019). Profit margin: 72% (down from 274% in 3Q 2019). The decrease in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 2% per year whereas the company’s share price has fallen by 1% per year.Is New 90 Day High Low • Sep 30New 90-day low: ฿51.25The company is down 10.0% from its price of ฿57.00 on 02 July 2020. The Thai market is down 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Wireless Telecom industry, which is down 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ฿41.75 per share.収支内訳Intouch Holdings 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:INTUCH 収益、費用、利益 ( )THB Millions日付収益収益G+A経費研究開発費31 Dec 24013,472629030 Sep 24014,469371030 Jun 24014,274301031 Mar 24013,710300031 Dec 23013,139181030 Sep 23011,748164030 Jun 23011,110176031 Mar 23010,555181031 Dec 221210,366169030 Sep 22-2,4879,923-432030 Jun 22-1,5519,959-132031 Mar 22-75610,446143031 Dec 212110,605399030 Sep 213,34710,8021,373030 Jun 213,33610,8011,296031 Mar 213,46710,9681,166031 Dec 203,66811,0481,273030 Sep 203,90810,2721,180030 Jun 204,20510,9591,290031 Mar 204,53110,9191,505031 Dec 194,87811,0831,437030 Sep 195,36811,0401,677030 Jun 195,68310,3971,663031 Mar 195,95810,7551,585031 Dec 186,38911,4911,919030 Sep 187,02311,3982,353030 Jun 187,83511,6212,559031 Mar 188,62711,1942,770031 Dec 179,62810,6732,751030 Sep 1710,08611,4802,516030 Jun 1710,55911,2132,566031 Mar 1711,17316,0592,594031 Dec 1611,64616,3982,649030 Sep 1612,34618,2562,561030 Jun 1612,73119,0642,551031 Mar 1612,78815,4332,613031 Dec 1512,66516,0762,580030 Sep 1512,40115,3362,640030 Jun 1512,25715,6573,082031 Mar 1512,26715,0783,108031 Dec 1412,19414,8263,104030 Sep 1411,61914,6312,895030 Jun 1411,21014,2282,3510質の高い収益: INTUCHは 高品質の収益 を持っています。利益率の向上: INTUCHの 利益率 が過去 1 年間で改善したかどうかを判断するにはデータが不十分です。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: INTUCHの収益は過去 5 年間で年間5.5%増加しました。成長の加速: INTUCHの過去 1 年間の収益成長率 ( 2.5% ) は、5 年間の平均 ( 年間5.5%を下回っています。収益対業界: INTUCHの過去 1 年間の収益成長率 ( 2.5% ) Wireless Telecom業界8.3%を上回りませんでした。株主資本利益率高いROE: INTUCHの 自己資本利益率 ( 32.6% ) は 高い 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7D1Y7D1Y7D1YTelecom 、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2025/04/02 08:11終値2025/03/20 00:00収益2024/12/31年間収益2024/12/31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Intouch Holdings Public Company Limited 7 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。16 アナリスト機関Kawee ManitsupavongAsia Plus Securities Company LimitedThitithep NophaketBofA Global ResearchPrasit SujiravorakulBualuang Securities PCL13 その他のアナリストを表示
お知らせ • Oct 01Intouch Holdings Public Company Limited to Report Q3, 2024 Results on Nov 08, 2024Intouch Holdings Public Company Limited announced that they will report Q3, 2024 results on Nov 08, 2024
お知らせ • Jan 05Intouch Holdings Public Company Limited to Report Fiscal Year 2023 Results on Feb 07, 2024Intouch Holdings Public Company Limited announced that they will report fiscal year 2023 results on Feb 07, 2024
Reported Earnings • May 12First quarter 2023 earnings released: EPS: ฿0.84 (vs ฿0.80 in 1Q 2022)First quarter 2023 results: EPS: ฿0.84 (up from ฿0.80 in 1Q 2022). Net income: ฿2.69b (up 5.4% from 1Q 2022). Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 14% per year, which means it is well ahead of earnings.
Reported Earnings • Feb 16Full year 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2022 results: EPS: ฿3.23 (down from ฿3.31 in FY 2021). Net income: ฿10.4b (down 2.3% from FY 2021). Revenue exceeded analyst estimates. Earnings per share (EPS) missed analyst estimates by 10%. Revenue is forecast to grow 78% p.a. on average during the next 2 years, compared to a 5.5% growth forecast for the Wireless Telecom industry in Asia. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.
お知らせ • Jan 18Intouch Holdings Public Company Limited to Report Fiscal Year 2022 Results on Feb 10, 2023Intouch Holdings Public Company Limited announced that they will report fiscal year 2022 results at 4:45 PM, SE Asia Standard Time on Feb 10, 2023
Reported Earnings • Nov 09Third quarter 2022 earnings released: EPS: ฿0.77 (vs ฿0.83 in 3Q 2021)Third quarter 2022 results: EPS: ฿0.77 (down from ฿0.83 in 3Q 2021). Revenue: ฿3.21b (up 243% from 3Q 2021). Net income: ฿2.46b (down 7.5% from 3Q 2021). Profit margin: 77% (down from 285% in 3Q 2021). Revenue is expected to decline by 3.5% p.a. on average during the next 3 years, while revenues in the Wireless Telecom industry in Asia are expected to grow by 4.8%. Over the last 3 years on average, earnings per share has fallen by 2% per year whereas the company’s share price has increased by 3% per year.
お知らせ • Mar 21Intouch Holdings Public Company Limited(SET:INTUCH) dropped from FTSE All-World Index (USD)Intouch Holdings Public Company Limited(SET:INTUCH) dropped from FTSE All-World Index (USD)
Valuation Update With 7 Day Price Move • Feb 20Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to ฿82.50, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 17x in the Wireless Telecom industry in Asia. Total returns to shareholders of 33% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ฿87.65 per share.
New Risk • Feb 12New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. Payout ratio: 253% Cash payout ratio: 302% Dividend yield: 11% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. 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 Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 253% Cash payout ratio: 302% Revenue is less than US$1m.
お知らせ • Feb 11Intouch Holdings Public Company Limited, Annual General Meeting, Mar 25, 2025Intouch Holdings Public Company Limited, Annual General Meeting, Mar 25, 2025, at 09:00 SE Asia Standard Time.
お知らせ • Feb 10Intouch Holdings Public Company Limited Proposes Omission Annual Dividend PaymentIntouch Holdings Public Company Limited announced that the Board has agreed to propose to the Annual General Meeting of Shareholders for 2025 to acknowledge the interim dividend and the special dividend payments, totaling THB 8.54 per share, amounting to approximately THB 27,385 million, or 203% of the net profit from the operating results of 2024. After considering the Company's operating results of 2024, retained earnings and dividend payout ratio, including the Company's dividend policy, the Board deemed it appropriate to propose to the Annual General Meeting of Shareholders for 2025 for approval of the omission of the annual dividend payment, with no additional dividend payment from the operating results of 2024.
Declared Dividend • Feb 08Dividend increased to ฿6.54Dividend of ฿6.54 is 285% higher than last year. Ex-date: 19th February 2025 Payment date: 4th March 2025 Dividend yield will be 8.6%, which is higher than the industry average of 3.6%. Sustainability & Growth Dividend is covered by earnings (82% earnings payout ratio) but not covered by cash flows (105% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 14% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Feb 06Intouch Holdings Public Company Limited Declares Special Dividend, Payable on March 4, 2025Intouch Holdings Public Company Limited declared special dividend of THB 6.54 per share on Common shareholders. Record date for the right to receive dividends is 20-Feb. 2025. Ex-dividend date is 19-Feb. 2025. Payment date is 04-Mar. 2025.
Buy Or Sell Opportunity • Feb 04Now 21% overvaluedOver the last 90 days, the stock has fallen 3.0% to ฿98.50. The fair value is estimated to be ฿81.13, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 26% over the last 3 years. Earnings per share has grown by 13%.
お知らせ • Feb 04Intouch Holdings Public Company Limited (SET:INTUCH), Gulf Energy Development Public Company Limited (SET:GULF), Singtel Strategic Investments Pte Ltd. and Sarath Ratanavadi proposed to acquire an additional 0.01% stake in Advanced Info Service Public Company Limited (SET:ADVANC) for THB 29.7 million.Intouch Holdings Public Company Limited (SET:INTUCH), Gulf Energy Development Public Company Limited (SET:GULF), Singtel Strategic Investments Pte Ltd. and Sarath Ratanavadi proposed to acquire an additional 36.25% stake in Advanced Info Service Public Company Limited (SET:ADVANC) for THB 233.2 billion on July 16, 2024. A cash consideration of THB 233.2 billion valued at THB 216.3 per share will be paid by Intouch Holdings Public Company Limited, Gulf Energy Development Public Company Limited and Singtel Strategic Investments Pte Ltd. As part of consideration, THB 233.2 billion is paid towards common equity of Advanced Info Service Public Company Limited. Under the terms of agreement, the acquisition of securities of Advanced Info Service Public Company Limited (“ADVANC”) by way of the conditional voluntary tender offer for all securities of ADVANC (excluding the shares held by tender offerors); As of August 27, 2024, the offer price has been revised to THB 211.43 per share. The adjustment of the tender offer price is based on the conditions as specified in the Notification to the SET from the declaration of the payment of interim dividend of ADVANCat the amount of THB 4.87 per share, pursuant to the resolution of the Board of Directors’ Meeting of ADVANC on 6 August 2024, which approved the payment of such interim dividend. The funds are entirely sourced from credit facilities provided by financial institutions. The Siam Commercial Bank Public Company Limited, Kasikornbank Public Company Limited, Bank of Ayudhya Public Company Limited, Government Savings Bank, Krung Thai Bank Public Company Limited and Bangkok Bank Public Company Limited (“BBL”) have issued a confirmation letter stating that the banks have approved and will provide financial support to INTUCH for the purpose of Tender Offer in the amount of up to THB 15,000,000,000. The transaction is subject to obtaining financing, creditors approval, approval of ADVANC shareholders and has been approved by Board of Intouch. The expected completion of the transaction is January 1, 2025, to March 31, 2025. The transaction is expected to complete on January 31, 2025. Avantgarde Capital Company Limited acted as financial advisor and fairness opinion provider to Intouch. Discover Management Co., Ltd. acted as financial advisor to Gulf Energy. Bualuang Securities Public Company Limited acted as Tender Offer Preparer and Tender Offer Agent. Intouch Holdings Public Company Limited (SET:INTUCH), Gulf Energy Development Public Company Limited (SET:GULF), Singtel Strategic Investments Pte Ltd. and Sarath Ratanavadi proposed to acquire an additional 0.01% stake in Advanced Info Service Public Company Limited (SET:ADVANC) for THB 29.7 million on February 3, 2025.
Buy Or Sell Opportunity • Jan 10Now 21% overvaluedOver the last 90 days, the stock has fallen 5.3% to ฿98.00. The fair value is estimated to be ฿81.13, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 26% over the last 3 years. Earnings per share has grown by 13%.
お知らせ • Dec 26Intouch Holdings Public Company Limited (SET:INTUCH), Gulf Energy Development Public Company Limited (SET:GULF), Gulf Ventures Company Limited and Sarath Ratanavadi proposed to acquire 58.86% stake in Thaicom Public Company Limited (SET:THCOM) from a group of shareholders for THB 7.1 billion.Intouch Holdings Public Company Limited (SET:INTUCH), Gulf Energy Development Public Company Limited (SET:GULF), Gulf Ventures Company Limited and Sarath Ratanavadi proposed to acquire 58.86% stake in Thaicom Public Company Limited (SET:THCOM) from a group of shareholders for THB 7.1 billion on December 24, 2024. A cash consideration valued at THB 11 per share will be paid for 645,187,220 shares. The expected completion of the transaction is February 6, 2025. TTT & Partners Company Limited acted as legal advisor to Thaicom Public Company Limited. Bualuang Securities Public Company Limited acted as tender offer agent.
Buy Or Sell Opportunity • Dec 24Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 6.0% to ฿97.75. The fair value is estimated to be ฿81.13, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 26% over the last 3 years. Earnings per share has grown by 13%.
Buy Or Sell Opportunity • Dec 03Now 26% overvalued after recent price riseOver the last 90 days, the stock has risen 22% to ฿103. The fair value is estimated to be ฿81.13, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 26% over the last 3 years. Earnings per share has grown by 13%.
Buy Or Sell Opportunity • Nov 18Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 18% to ฿98.50. The fair value is estimated to be ฿81.13, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 26% over the last 3 years. Earnings per share has grown by 13%.
Price Target Changed • Nov 12Price target increased by 10% to ฿100Up from ฿91.16, the current price target is an average from 8 analysts. New target price is approximately in line with last closing price of ฿101. Stock is up 40% over the past year. The company is forecast to post earnings per share of ฿4.18 for next year compared to ฿4.10 last year.
お知らせ • Oct 01Intouch Holdings Public Company Limited to Report Q3, 2024 Results on Nov 08, 2024Intouch Holdings Public Company Limited announced that they will report Q3, 2024 results on Nov 08, 2024
Buy Or Sell Opportunity • Sep 24Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 28% to ฿92.25. The fair value is estimated to be ฿76.81, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 72% over the last 3 years. Earnings per share has grown by 10%.
Declared Dividend • Aug 09First half dividend increased to ฿2.00Dividend of ฿2.00 is 36% higher than last year. Ex-date: 20th August 2024 Payment date: 5th September 2024 Dividend yield will be 4.5%, which is higher than the industry average of 3.6%. Sustainability & Growth Dividend is covered by earnings (83% earnings payout ratio) but not adequately covered by cash flows (99% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 14% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Aug 07Intouch Holdings Public Company Limited Approves Interim Cash Dividend for Operating Period from January 1, 2024 to June 30, 2024, Payable on September 5, 2024Intouch Holdings Public Company Limited announced approval of the interim cash dividend payment of THB 2 per share for the Operating period from January 1, 2024 to June 30, 2024. Record date for the right to receive dividends is August 31, 2024. Ex-dividend date is August 20, 2024. Payment date is September 5, 2024.
お知らせ • Jul 18Intouch Holdings Public Company Limited Proposes Special DividendIntouch Holdings Public Company Limited at its EGM to be held on 3 October 2024, the Board has agreed in principle the payment of a special dividend to the shareholders of the Company. This special dividend payment is part of the Restructuring Transactions, and such special dividend will be paid from the Company's retained earnings at a rate of THB 4.5 per share, totaling approximately THB 14,430.1 million. Upon satisfaction of the key conditions to the Amalgamation, the Board will call another Board meeting to further consider and approve the exact amount of the special dividend, as well as determine the Record Date and the payment date of the special dividend. The Record Date and the payment date for the special dividend are expected to take place after the completion of the purchase of shares from Dissenting Shareholders but before the completion of the Amalgamation.
Buy Or Sell Opportunity • Jul 15Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 12% to ฿77.00. The fair value is estimated to be ฿64.09, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 91% over the last 3 years. Earnings per share has grown by 6.7%.
Upcoming Dividend • Feb 13Upcoming dividend of ฿1.70 per share at 4.4% yieldEligible shareholders must have bought the stock before 20 February 2024. Payment date: 19 April 2024. Payout ratio is on the higher end at 77%, and the cash payout ratio is above 100%. Trailing yield: 4.4%. Lower than top quartile of Thai dividend payers (6.6%). In line with average of industry peers (4.0%).
Declared Dividend • Feb 09Dividend of ฿1.70 announcedShareholders will receive a dividend of ฿1.70. Ex-date: 20th February 2024 Payment date: 19th April 2024 Dividend yield will be 4.3%, which is higher than the industry average of 3.6%. Sustainability & Growth Dividend is covered by earnings (83% earnings payout ratio) but not adequately covered by cash flows (99% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 7.0% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Feb 08+ 1 more updateIntouch Holdings Public Company Limited, Annual General Meeting, Mar 26, 2024Intouch Holdings Public Company Limited, Annual General Meeting, Mar 26, 2024, at 14:00 SE Asia Standard Time. Agenda: To consider the acknowledged the board of directors report on the company's operating results in 2023; to consider the approved the financial statements for the year ended December 31, 2023; to consider and approve the appropriation of the net profit in 2023 as the annual dividend; to consider and approve the appointment of the company's external auditors and to fix the audit fees for the year 2024; and to consider other matters.
New Risk • Feb 08New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 111% Last year net profit margin: 87,106% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (99% cash payout ratio). Profit margins are more than 30% lower than last year (111% net profit margin).
お知らせ • Jan 05Intouch Holdings Public Company Limited to Report Fiscal Year 2023 Results on Feb 07, 2024Intouch Holdings Public Company Limited announced that they will report fiscal year 2023 results on Feb 07, 2024
Upcoming Dividend • Aug 16Upcoming dividend of ฿1.47 per share at 4.4% yieldEligible shareholders must have bought the stock before 23 August 2023. Payment date: 08 September 2023. Trailing yield: 4.4%. Lower than top quartile of Thai dividend payers (6.4%). In line with average of industry peers (4.0%).
お知らせ • Aug 11Intouch Holdings Public Company Limited Approves Interim Cash Dividend for Operating Period from 01 January 2023 to 30 June 2023, Payable on September 8, 2023Intouch Holdings Public Company Limited announced approval of the interim cash dividend payment of 1.47 baht per share for the Operating period from 01 January 2023 to 30 June 2023. Record date for the right to receive dividends is 24 August 2023. Ex-dividend date is 23 August 2023. Payment date is September 8, 2023.
Reported Earnings • May 12First quarter 2023 earnings released: EPS: ฿0.84 (vs ฿0.80 in 1Q 2022)First quarter 2023 results: EPS: ฿0.84 (up from ฿0.80 in 1Q 2022). Net income: ฿2.69b (up 5.4% from 1Q 2022). Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 14% per year, which means it is well ahead of earnings.
Major Estimate Revision • Feb 21Consensus revenue estimates fall by 13%The consensus outlook for revenues in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from ฿2.81b to ฿2.45b. EPS estimate fell from ฿3.56 to ฿3.44 per share. Net income forecast to grow 6.3% next year vs 9.5% growth forecast for Wireless Telecom industry in Thailand. Consensus price target up from ฿78.94 to ฿80.60. Share price was steady at ฿75.50 over the past week.
Reported Earnings • Feb 16Full year 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2022 results: EPS: ฿3.23 (down from ฿3.31 in FY 2021). Net income: ฿10.4b (down 2.3% from FY 2021). Revenue exceeded analyst estimates. Earnings per share (EPS) missed analyst estimates by 10%. Revenue is forecast to grow 78% p.a. on average during the next 2 years, compared to a 5.5% growth forecast for the Wireless Telecom industry in Asia. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.
お知らせ • Jan 18Intouch Holdings Public Company Limited to Report Fiscal Year 2022 Results on Feb 10, 2023Intouch Holdings Public Company Limited announced that they will report fiscal year 2022 results at 4:45 PM, SE Asia Standard Time on Feb 10, 2023
Upcoming Dividend • Jan 03Upcoming dividend of ฿1.40 per shareEligible shareholders must have bought the stock before 10 January 2023. Payment date: 27 January 2023. The company is paying out more than 100% of its profits and is paying out 96% of its cash flow. Trailing yield: 4.3%. Lower than top quartile of Thai dividend payers (5.6%). Lower than average of industry peers (4.8%).
Board Change • Nov 16Less than half of directors are independentThere are 8 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. The company's board is composed of: 4 independent directors. 7 non-independent directors. Independent Director Pareena Srivanit 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.
Reported Earnings • Nov 09Third quarter 2022 earnings released: EPS: ฿0.77 (vs ฿0.83 in 3Q 2021)Third quarter 2022 results: EPS: ฿0.77 (down from ฿0.83 in 3Q 2021). Revenue: ฿3.21b (up 243% from 3Q 2021). Net income: ฿2.46b (down 7.5% from 3Q 2021). Profit margin: 77% (down from 285% in 3Q 2021). Revenue is expected to decline by 3.5% p.a. on average during the next 3 years, while revenues in the Wireless Telecom industry in Asia are expected to grow by 4.8%. Over the last 3 years on average, earnings per share has fallen by 2% per year whereas the company’s share price has increased by 3% per year.
Upcoming Dividend • Aug 17Upcoming dividend of ฿1.76 per shareEligible shareholders must have bought the stock before 24 August 2022. Payment date: 08 September 2022. The company is paying out more than 100% of its profits and is paying out 86% of its cash flow. Trailing yield: 4.5%. Lower than top quartile of Thai dividend payers (5.4%). In line with average of industry peers (4.4%).
Reported Earnings • Aug 12Second quarter 2022 earnings released: EPS: ฿0.82 (vs ฿0.88 in 2Q 2021)Second quarter 2022 results: EPS: ฿0.82 (down from ฿0.88 in 2Q 2021). Revenue: ฿3.22b (up 305% from 2Q 2021). Net income: ฿2.64b (down 6.3% from 2Q 2021). Profit margin: 82% (down from 354% in 2Q 2021). The decrease in margin was primarily driven by higher revenue. Over the next year, revenue is forecast to grow 17%, compared to a 5.5% growth forecast for the industry in Thailand. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.
Reported Earnings • May 14First quarter 2022 earnings: EPS misses analyst expectationsFirst quarter 2022 results: EPS: ฿0.80 (down from ฿0.83 in 1Q 2021). Revenue: ฿752.6m (down 4.5% from 1Q 2021). Net income: ฿2.55b (down 4.1% from 1Q 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 2.4%. Over the next year, revenue is expected to shrink by 11% compared to a 5.7% growth forecast for the industry in Thailand. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.
Board Change • Apr 27Less than half of directors are independentThere are 8 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. The company's board is composed of: 4 independent directors. 7 non-independent directors. Independent Director Kanit Vallayapet was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.
Upcoming Dividend • Feb 16Upcoming dividend of ฿1.60 per shareEligible shareholders must have bought the stock before 23 February 2022. Payment date: 21 April 2022. Payout ratio and cash payout ratio are on the higher end at 84% and 87% respectively. Trailing yield: 3.6%. Lower than top quartile of Thai dividend payers (5.0%). Lower than average of industry peers (4.4%).
Reported Earnings • Feb 13Full year 2021 earnings: EPS and revenues miss analyst expectationsFull year 2021 results: EPS: ฿3.35 (down from ฿3.45 in FY 2020). Revenue: ฿3.32b (down 9.4% from FY 2020). Net income: ฿10.7b (down 2.7% from FY 2020). Revenue missed analyst estimates by 5.9%. Earnings per share (EPS) also missed analyst estimates by 1.5%. Over the next year, revenue is expected to shrink by 8.1% compared to a 5.1% growth forecast for the industry in Thailand. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.
Reported Earnings • Nov 05Third quarter 2021 earnings released: EPS ฿0.83 (vs ฿0.83 in 3Q 2020)Third quarter 2021 results: Revenue: ฿935.3m (up 1.2% from 3Q 2020). Net income: ฿2.66b (flat on 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 14% per year, which means it is well ahead of earnings.
Executive Departure • Oct 06Non-Executive Director Somprasong Boonyachai has left the companyOn the 30th of September, Somprasong Boonyachai was replaced as CEO by Anek Pana-Apichon. We don't have any record of a personal shareholding under Somprasong's name. A total of 6 executives have left over the last 12 months. The current median tenure of the management team is 3.25 years.
Executive Departure • Oct 06Independent Director Sopawadee Lertmanaschai has left the companyOn the 30th of September, Sopawadee Lertmanaschai's tenure as Independent Director ended after 7.5 years in the role. We don't have any record of a personal shareholding under Sopawadee's name. A total of 6 executives have left over the last 12 months. The current median tenure of the management team is 3.25 years.
Executive Departure • Oct 06Independent Director Manida Zinmerman has left the companyOn the 30th of September, Manida Zinmerman's tenure as Independent Director ended after 1.6 years in the role. We don't have any record of a personal shareholding under Manida's name. A total of 6 executives have left over the last 12 months. The current median tenure of the management team is 3.25 years.
Board Change • Oct 06Less than half of directors are independentThere are 7 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: 4 independent directors. 7 non-independent directors. Independent Chairman of the Board Kan Trakulhoon was the last independent director to join the board, commencing their role in the last week. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.
Valuation Update With 7 Day Price Move • Aug 11Investor sentiment improved over the past weekAfter last week's 17% share price gain to ฿73.00, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 16x in the Wireless Telecom industry in Asia. Total returns to shareholders of 50% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ฿60.63 per share.
Upcoming Dividend • Aug 10Upcoming dividend of ฿1.23 per shareEligible shareholders must have bought the stock before 17 August 2021. Payment date: 02 September 2021. Trailing yield: 4.1%. Lower than top quartile of Thai dividend payers (4.9%). In line with average of industry peers (3.8%).
Reported Earnings • Aug 05Second quarter 2021 earnings released: EPS ฿0.88 (vs ฿0.93 in 2Q 2020)The company reported a decent second quarter result with improved revenues, although earnings and profit margins were weaker. Second quarter 2021 results: Revenue: ฿3.74b (up 304% from 2Q 2020). Net income: ฿2.81b (down 5.6% from 2Q 2020). Profit margin: 75% (down from 322% in 2Q 2020). The decrease in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.
Reported Earnings • May 02First quarter 2021 earnings released: EPS ฿0.83 (vs ฿0.85 in 1Q 2020)First quarter 2021 results: Revenue: ฿788.3m (down 20% from 1Q 2020). Net income: ฿2.66b (down 2.9% from 1Q 2020). Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.
Is New 90 Day High Low • Mar 02New 90-day low: ฿54.50The company is down 1.0% from its price of ฿55.25 on 02 December 2020. The Thai market is up 6.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Wireless Telecom industry, which is up 16% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ฿46.88 per share.
Reported Earnings • Feb 10Full year 2020 earnings released: EPS ฿3.45 (vs ฿3.46 in FY 2019)The company reported a decent full year result with weaker profit margins, although earnings were flat and revenues improved. Full year 2020 results: Revenue: ฿15.7b (up 222% from FY 2019). Net income: ฿11.0b (flat on FY 2019). Profit margin: 71% (down from 227% in FY 2019). The decrease in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 1% per year and the company’s share price has also fallen by 1% per year.
Analyst Estimate Surprise Post Earnings • Feb 10Earnings beat expectations, revenue disappointsRevenue missed analyst estimates by 13%. Earnings per share (EPS) exceeded analyst estimates by 2.5%. Over the next year, revenue is expected to shrink by 74% compared to a 1.4% growth forecast for the Wireless Telecom industry in Thailand.
Major Estimate Revision • Feb 02Analysts update estimatesThe 2020 consensus revenue estimate increased from ฿4.22b to ฿5.70b. Earning per share (EPS) estimate remained mostly unchanged at ฿3.37. Net income is expected to grow by 5.8% next year compared to 2.8% growth forecast for the Wireless Telecom industry in Thailand. The consensus price target was lowered from ฿68.95 to ฿68.85. Share price is down by 1.3% to ฿57.00 over the past week.
Is New 90 Day High Low • Jan 08New 90-day high: ฿60.00The company is up 14% from its price of ฿52.50 on 09 October 2020. The Thai market is up 20% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Wireless Telecom industry, which is up 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ฿48.56 per share.
Is New 90 Day High Low • Dec 14New 90-day high: ฿57.75The company is up 5.0% from its price of ฿54.75 on 15 September 2020. The Thai market is up 17% over the last 90 days, indicating the company underperformed over that time. However, its price trend is similar to the Wireless Telecom industry, which is also up 5.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ฿47.82 per share.
Major Estimate Revision • Nov 13Analysts update estimatesThe 2020 consensus revenue estimate was lowered from ฿4.31b to ฿3.76b. Earning per share (EPS) estimate remained mostly unchanged at ฿3.27. Net income is expected to grow by 5.6% next year compared to 3.6% growth forecast for the Wireless Telecom industry in Thailand. The consensus price target increased from ฿68.37 to ฿68.58. Share price is up 1.4% to ฿54.50 over the past week.
Analyst Estimate Surprise Post Earnings • Nov 07Revenue and earnings miss expectationsRevenue missed analyst estimates by 1.5%. Earnings per share (EPS) also missed analyst estimates by 10%. Over the next year, revenue is expected to shrink by 69% compared to a 2.9% growth forecast for the Wireless Telecom industry in Thailand.
Reported Earnings • Nov 07Third quarter 2020 earnings released: EPS ฿0.83The company reported a decent third quarter result with improved revenues, although earnings and profit margins were weaker. Third quarter 2020 results: Revenue: ฿3.69b (up 202% from 3Q 2019). Net income: ฿2.66b (down 21% from 3Q 2019). Profit margin: 72% (down from 274% in 3Q 2019). The decrease in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 2% per year whereas the company’s share price has fallen by 1% per year.
Is New 90 Day High Low • Sep 30New 90-day low: ฿51.25The company is down 10.0% from its price of ฿57.00 on 02 July 2020. The Thai market is down 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Wireless Telecom industry, which is down 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ฿41.75 per share.