View Future GrowthJasmine International 過去の業績過去 基準チェック /06Jasmine Internationalは21%の年平均成長率で業績を伸ばしているが、Telecom業界はgrowingで6.9%毎年増加している。売上は減少しており、年平均43%の割合である。主要情報21.03%収益成長率20.99%EPS成長率Telecom 業界の成長14.21%収益成長率-42.99%株主資本利益率-20.38%ネット・マージン-32.42%前回の決算情報31 Mar 2026最近の業績更新Reported Earnings • Mar 02Full year 2025 earnings released: ฿0.06 loss per share (vs ฿0.058 profit in FY 2024)Full year 2025 results: ฿0.06 loss per share (down from ฿0.058 profit in FY 2024). Revenue: ฿4.15b (up 27% from FY 2024). Net loss: ฿502.4m (down 202% from profit in FY 2024). Over the last 3 years on average, earnings per share has increased by 68% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.Reported Earnings • Nov 14Third quarter 2025 earnings released: EPS: ฿0.22 (vs ฿0.024 in 3Q 2024)Third quarter 2025 results: EPS: ฿0.22 (up from ฿0.024 in 3Q 2024). Revenue: ฿996.3m (up 28% from 3Q 2024). Net income: ฿1.86b (up ฿1.66b from 3Q 2024). Over the last 3 years on average, earnings per share has increased by 55% per year but the company’s share price has fallen by 18% per year, which means it is significantly lagging earnings.Reported Earnings • Aug 14Second quarter 2025 earnings released: ฿0.018 loss per share (vs ฿0.009 profit in 2Q 2024)Second quarter 2025 results: ฿0.018 loss per share (down from ฿0.009 profit in 2Q 2024). Revenue: ฿711.2m (down 9.8% from 2Q 2024). Net loss: ฿152.8m (down 298% from profit in 2Q 2024). Over the last 3 years on average, earnings per share has increased by 63% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.Reported Earnings • May 16First quarter 2025 earnings released: EPS: ฿0.021 (vs ฿0.003 in 1Q 2024)First quarter 2025 results: EPS: ฿0.021 (up from ฿0.003 in 1Q 2024). Revenue: ฿1.06b (up 16% from 1Q 2024). Net income: ฿176.1m (up ฿150.9m from 1Q 2024). Profit margin: 17% (up from 2.8% in 1Q 2024). Over the last 3 years on average, earnings per share has increased by 77% per year but the company’s share price has fallen by 22% per year, which means it is significantly lagging earnings.Reported Earnings • Feb 27Full year 2024 earnings released: EPS: ฿0.06 (vs ฿2.41 in FY 2023)Full year 2024 results: EPS: ฿0.06 (down from ฿2.41 in FY 2023). Revenue: ฿3.86b (down 87% from FY 2023). Net income: ฿493.8m (down 98% from FY 2023). Profit margin: 13% (down from 72% in FY 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 93% per year but the company’s share price has fallen by 23% per year, which means it is significantly lagging earnings.Reported Earnings • Aug 17Second quarter 2024 earnings released: EPS: ฿0.009 (vs ฿0.075 loss in 2Q 2023)Second quarter 2024 results: EPS: ฿0.009 (up from ฿0.075 loss in 2Q 2023). Revenue: ฿977.4m (up 88% from 2Q 2023). Net income: ฿77.0m (up ฿718.5m from 2Q 2023). Profit margin: 7.9% (up from net loss in 2Q 2023). The move to profitability was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 124% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.すべての更新を表示Recent updatesNew Risk • May 05New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Thai stocks, typically moving 7.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.New Risk • Mar 04New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Thai stocks, typically moving 6.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.Reported Earnings • Mar 02Full year 2025 earnings released: ฿0.06 loss per share (vs ฿0.058 profit in FY 2024)Full year 2025 results: ฿0.06 loss per share (down from ฿0.058 profit in FY 2024). Revenue: ฿4.15b (up 27% from FY 2024). Net loss: ฿502.4m (down 202% from profit in FY 2024). Over the last 3 years on average, earnings per share has increased by 68% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.お知らせ • Feb 26Jasmine International Public Company Limited, Annual General Meeting, Apr 29, 2026Jasmine International Public Company Limited, Annual General Meeting, Apr 29, 2026, at 10:00 SE Asia Standard Time.Reported Earnings • Nov 14Third quarter 2025 earnings released: EPS: ฿0.22 (vs ฿0.024 in 3Q 2024)Third quarter 2025 results: EPS: ฿0.22 (up from ฿0.024 in 3Q 2024). Revenue: ฿996.3m (up 28% from 3Q 2024). Net income: ฿1.86b (up ฿1.66b from 3Q 2024). Over the last 3 years on average, earnings per share has increased by 55% per year but the company’s share price has fallen by 18% per year, which means it is significantly lagging earnings.New Risk • Aug 15New major risk - Revenue and earnings growthEarnings have declined by 11% 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 Earnings have declined by 11% per year over the past 5 years. High level of non-cash earnings (72% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (8.2% average weekly change).Reported Earnings • Aug 14Second quarter 2025 earnings released: ฿0.018 loss per share (vs ฿0.009 profit in 2Q 2024)Second quarter 2025 results: ฿0.018 loss per share (down from ฿0.009 profit in 2Q 2024). Revenue: ฿711.2m (down 9.8% from 2Q 2024). Net loss: ฿152.8m (down 298% from profit in 2Q 2024). Over the last 3 years on average, earnings per share has increased by 63% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Aug 01Investor sentiment improves as stock rises 21%After last week's 21% share price gain to ฿1.70, the stock trades at a trailing P/E ratio of 21.9x. Average trailing P/E is 20x in the Telecom industry in Thailand. Total loss to shareholders of 10% over the past three years.Valuation Update With 7 Day Price Move • Jun 04Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to ฿1.40, the stock trades at a trailing P/E ratio of 18x. Average trailing P/E is 20x in the Telecom industry in Thailand. Total loss to shareholders of 46% over the past three years.Reported Earnings • May 16First quarter 2025 earnings released: EPS: ฿0.021 (vs ฿0.003 in 1Q 2024)First quarter 2025 results: EPS: ฿0.021 (up from ฿0.003 in 1Q 2024). Revenue: ฿1.06b (up 16% from 1Q 2024). Net income: ฿176.1m (up ฿150.9m from 1Q 2024). Profit margin: 17% (up from 2.8% in 1Q 2024). Over the last 3 years on average, earnings per share has increased by 77% per year but the company’s share price has fallen by 22% per year, which means it is significantly lagging earnings.New Risk • Apr 30New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Thai stocks, typically moving 8.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (90% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (8.0% average weekly change).Valuation Update With 7 Day Price Move • Apr 24Investor sentiment improves as stock rises 21%After last week's 21% share price gain to ฿1.64, the stock trades at a trailing P/E ratio of 27.5x. Average trailing P/E is 26x in the Telecom industry in Thailand. Total loss to shareholders of 39% over the past three years.Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to ฿1.27, the stock trades at a trailing P/E ratio of 21.3x. Average trailing P/E is 25x in the Telecom industry in Thailand. Total loss to shareholders of 56% over the past three years.お知らせ • Mar 03Jasmine International Public Company Limited Announces Chief Financial Officer ChangesJasmine International Public Company Limited announced the termination of Mr. Supakorn Supukporn from the position of Acting Chief Financial Officer, effective February 28, 2025. Subsequently, Miss Vorraphan Chunpen has been appointed as the Chief Financial Officer, effective March 3, 2025.Reported Earnings • Feb 27Full year 2024 earnings released: EPS: ฿0.06 (vs ฿2.41 in FY 2023)Full year 2024 results: EPS: ฿0.06 (down from ฿2.41 in FY 2023). Revenue: ฿3.86b (down 87% from FY 2023). Net income: ฿493.8m (down 98% from FY 2023). Profit margin: 13% (down from 72% in FY 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 93% per year but the company’s share price has fallen by 23% per year, which means it is significantly lagging earnings.お知らせ • Feb 27Jasmine International Public Company Limited, Annual General Meeting, Apr 29, 2025Jasmine International Public Company Limited, Annual General Meeting, Apr 29, 2025, at 10:00 SE Asia Standard Time.New Risk • Sep 30New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Thai stocks, typically moving 7.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (270% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (7.8% average weekly change).Reported Earnings • Aug 17Second quarter 2024 earnings released: EPS: ฿0.009 (vs ฿0.075 loss in 2Q 2023)Second quarter 2024 results: EPS: ฿0.009 (up from ฿0.075 loss in 2Q 2023). Revenue: ฿977.4m (up 88% from 2Q 2023). Net income: ฿77.0m (up ฿718.5m from 2Q 2023). Profit margin: 7.9% (up from net loss in 2Q 2023). The move to profitability was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 124% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.お知らせ • Jun 08Jasmine International Public Company Limited Appoints Supakorn Supukporn as Acting Chief Financial OfficerJasmine International Public Company Limited announced appointment of Mr. Supakorn Supukporn as Acting Chief Financial Officer. Effective date of appointment is 07-Jun-2024.お知らせ • Jun 01Jasmine International Public Company Limited Announces Resignation of Saranya Amornrattanasuchad as Chief Financial OfficerJasmine International Public Company Limited announced resignation of Miss Saranya Amornrattanasuchad as Chief Financial Officer. Effective Date of Termination is May 31, 2024.Reported Earnings • May 15First quarter 2024 earnings released: EPS: ฿0.003 (vs ฿0.10 loss in 1Q 2023)First quarter 2024 results: EPS: ฿0.003 (up from ฿0.10 loss in 1Q 2023). Revenue: ฿939.0m (down 80% from 1Q 2023). Net income: ฿25.2m (up ฿900.2m from 1Q 2023). Profit margin: 2.7% (up from net loss in 1Q 2023). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 119% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.お知らせ • Apr 23Jasmine International Public Company Limited (SET:JAS) announces an Equity Buyback for 300,748,563 shares, representing 3.5% for THB 1,504 million.Jasmine International Public Company Limited (SET:JAS) announces a share repurchase program. Under the offer, the company will repurchase up to 300,748,563 shares, representing 3.50% of its issued share capital, for THB 1,504 million. The criteria used to determine the repurchase price considers the share’s average market price during the last 30 days prior to the date when the company will disclose the information is taken into consideration when determining the share price. The repurchase price will be THB 5 per share. The company aims to maintains its excess liquidity through the program. The program will expire on July 23, 2024. As of March 15, 2023, the company had 8,592,816,071 shares outstanding.New Risk • Apr 22New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Thai stocks, typically moving 9.3% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (9.3% average weekly change). Earnings have declined by 11% per year over the past 5 years. High level of non-cash earnings (202% accrual ratio).Buy Or Sell Opportunity • Apr 22Now 24% overvalued after recent price riseOver the last 90 days, the stock has risen 65% to ฿3.40. The fair value is estimated to be ฿2.75, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 5.6% over the last 3 years. Meanwhile, the company has become profitable.お知らせ • Feb 21Jasmine International Public Company Limited, Annual General Meeting, Apr 29, 2024Jasmine International Public Company Limited, Annual General Meeting, Apr 29, 2024, at 10:00 SE Asia Standard Time. Agenda: To acknowledge the Board of Directors' annual report on the Company's operating results for the year 2023; to consider and approve the Company's financial statements and the auditor's report, for the year ended 31 December 2023; to consider and approve the allocation of net profit as a legal reserve and the dividend for the year 2023; to consider and approve the appointment of the auditor and to determine the audit fee for the year 2024; to consider and approve the appointment of directors to replace those who retire by rotation for the year 2024; to consider and approve the remuneration for the Company's Board of Directors and Sub-committee for the year 2024; and To consider other issues (if any).Reported Earnings • Feb 21Full year 2023 earnings released: EPS: ฿2.41 (vs ฿0.24 loss in FY 2022)Full year 2023 results: EPS: ฿2.41 (up from ฿0.24 loss in FY 2022). Revenue: ฿28.7b (up 43% from FY 2022). Net income: ฿20.7b (up ฿22.7b from FY 2022). Profit margin: 72% (up from net loss in FY 2022). The move to profitability was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 100% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.お知らせ • Jan 26Jasmine International Public Company Limited Announces Board ChangesThe Board of Directors of Jasmine International Public Company Limited, held on 26 January 2024, has passed a resolution to appoint Dr. NattakitTangpoonsinthana as Company Director to replace Dr.Vichit Yamboonruang; thus, Dr. Nattakit Tangpoonsinthana shall retain his office for the remaining term of Dr.Vichit Yamboonruang. The Board of Directors' Meeting has also appointed Dr. Nattakit Tangpoonsinthana as Independent Director of the Company, Member of the Audit and Corporate Governance Committee and Chairman of the Remuneration and Nomination Committee, effective on 26 January 2024.お知らせ • Dec 28Jasmine International Public Company Limited Announces Somboon Patcharasopak Resigns as Chairman of the Executive Committee, Effective on 1 January 2024Jasmine International Public Company Limited announced that Mr.Somboon Patcharasopak has resigned from the position of the Chairman of the Executive Committee of the Company due to personal business, effective on 1 January 2024.Valuation Update With 7 Day Price Move • Dec 20Investor sentiment improves as stock rises 30%After last week's 30% share price gain to ฿2.02, the stock trades at a trailing P/E ratio of 13x. Average trailing P/E is 12x in the Telecom industry in Thailand. Total loss to shareholders of 9.2% over the past three years.お知らせ • Dec 14Jasmine International Public Company Limited Announces Directorate ChangesJasmine International Public Company Limited in its Board of Directors meeting held on 10/2023 held on 14 December 2023, has passed a resolution to appoint Mrs.Benjawan Rakwong as a Company Director to replace Mrs.Chantra Purnariksha. Mrs. Benjawan Rakwong shall retain her office for the remaining term of Mrs.Chantra Purnariksha, effective on 14 December 2023.お知らせ • Dec 08Jasmine International Public Company Limited Announces Cessation of Mr. Subhoj Sunyabhisithkul as PresidentJasmine International Public Company Limited notify that Mr. Subhoj Sunyabhisithkul has ceased his position of the President of the Company, effective on 30 November 2023.Upcoming Dividend • Dec 06Upcoming dividend of ฿0.60 per shareEligible shareholders must have bought the stock before 13 December 2023. Payment date: 26 December 2023. The company last paid an ordinary dividend in February 2013. The average dividend yield among industry peers is 1.9%.Valuation Update With 7 Day Price Move • Dec 01Investor sentiment improves as stock rises 27%After last week's 27% share price gain to ฿2.32, the stock trades at a trailing P/E ratio of 14.9x. Average trailing P/E is 13x in the Telecom industry in Thailand. Total loss to shareholders of 27% over the past three years.お知らせ • Nov 30+ 1 more updateJasmine International Public Company Limited Approves Special Interim Dividend Payment for the Period from 1 January 2023 to 22 November 2023, Payable on 26 December 2023The Board of Directors of Jasmine International Public Company Limited has also approved special interim dividend payment from retained earnings and net profit from operating performance of the period from 1 January 2023 to 22 November 2023 to the existing common shareholders of the total 8,592,816,071 shares, at the rate of THB 0.60 per share, amounting to the total dividend payment of THB 5,155,689,642.60. The Company has scheduled the Record Date to determine the names of the shareholders who are entitled to receive the special interim dividend on 14 December 2023 and the special interim dividend payment date to be on 26 December 2023, respectively.お知らせ • Nov 29Jasmine International Public Company Limited Announces Board ResignationsJasmine International Public Company Limited announced the resignation of its Audit and Corporate Governance Committee Members as follows. The company announced the resignation of Dr. Vichit Yamboonruang as Independent Director, Chairman of the Audit and Corporate Governance Committee and Chairman of the Committee of Risk Management for Sustainable Development Member; Mrs. Chantra Purnariksha as Independent Director, Audit and Corporate Governance Committee Member and Risk Management for Sustainable Development Member; and Dr. Ronnachit Mahattanapreut as Independent Director, Chairman of the Remuneration and Nomination Committee and Audit and Corporate Governance Committee Member, due to personal business. The effective date is 24 November 2023. The Board of Directors shall consider appointing qualified persons to replace the resigned directors for the vacant positions; the newly appointed directors shall retain their offices for the remaining terms of the directors who resigned.Board Change • Nov 28Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 1 was an independent director. The company's board is composed of: 3 independent directors. 4 non-independent directors. Non-Executive Independent Director Ronnachit Mahattanapreut 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.お知らせ • Nov 22+ 3 more updatesJasmine International Public Company Limited Appoints Dr. Soraj Asavaprapha as the Acting Chief Executive Officer, Effective on 21 November 2023Jasmine International Public Company Limited Approved the appointment of Dr.Soraj Asavaprapha as the Acting Chief Executive Officer, effective on 21 November 2023.Reported Earnings • Nov 09Third quarter 2023 earnings released: EPS: ฿0.49 (vs ฿0.084 loss in 3Q 2022)Third quarter 2023 results: EPS: ฿0.49 (up from ฿0.084 loss in 3Q 2022). Revenue: ฿10.2b (up 101% from 3Q 2022). Net income: ฿4.21b (up ฿4.94b from 3Q 2022). Profit margin: 41% (up from net loss in 3Q 2022). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has fallen by 7% per year, which means it is performing significantly worse than earnings.Reported Earnings • Aug 11Second quarter 2023 earnings released: ฿0.09 loss per share (vs ฿0.03 loss in 2Q 2022)Second quarter 2023 results: ฿0.09 loss per share (further deteriorated from ฿0.03 loss in 2Q 2022). Revenue: ฿4.81b (down 4.9% from 2Q 2022). Net loss: ฿794.2m (loss widened 247% from 2Q 2022). Over the last 3 years on average, earnings per share has fallen by 50% per year but the company’s share price has only fallen by 20% per year, which means it has not declined as severely as earnings.Reported Earnings • May 12First quarter 2023 earnings released: ฿0.10 loss per share (vs ฿0.015 profit in 1Q 2022)First quarter 2023 results: ฿0.10 loss per share (down from ฿0.015 profit in 1Q 2022). Revenue: ฿4.77b (down 6.8% from 1Q 2022). Net loss: ฿875.0m (down ฿1.01b from profit in 1Q 2022). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 42 percentage points per year, which is a significant difference in performance.お知らせ • Jan 31Jasmine International Public Company Limited Announces Appointment of Directors and Corporate SecretaryThe Board of Directors' Meeting No. 1/2023 of Jasmine International Public Company Limited (Company), held on 30 January 2023, has passed the following resolutions:- Approving the appointment of Mr. Veerayooth Bodharamik as Company Director in place of Dr.Yodhin Anavil. To this regard, Mr. Veerayooth Bodharamik shall retain his office only for the remaining term of Dr. Yodhin Anavil, effective on 30 January 2023. Approving the appointment of Dr. Soraj Asavaprapha as Company Director and the Chairman of the Board of Directors in place of Mr. Sudhitham Chirathivat. To this regard, Dr. Soraj Asavaprapha shall retain his office only for the remaining term of Mr. Sudhitham Chirathivat, effective on 30 January 2023. Approving the appointment of Ms. Saranya Amornrattanasuchad as Corporate Secretary in place of Mr. Yordchai Asawathongchai, effective on 30 January 2023.Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Director Chantra Purnariksha was the last independent director to join the board, commencing their role in 2011. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Aug 13Second quarter 2022 earnings released: ฿0.03 loss per share (vs ฿0.11 loss in 2Q 2021)Second quarter 2022 results: ฿0.03 loss per share (up from ฿0.11 loss in 2Q 2021). Revenue: ฿5.07b (up 4.5% from 2Q 2021). Net loss: ฿228.6m (loss narrowed 75% from 2Q 2021). Over the next year, revenue is forecast to stay flat compared to a 3.9% growth forecast for the industry in Thailand. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 63 percentage points per year, which is a significant difference in performance.Reported Earnings • May 16First quarter 2022 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2022 results: EPS: ฿0.015 (up from ฿0.029 loss in 1Q 2021). Revenue: ฿5.12b (up 6.3% from 1Q 2021). Net income: ฿132.3m (up ฿382.0m from 1Q 2021). Profit margin: 2.6% (up from net loss in 1Q 2021). The move to profitability was primarily driven by higher revenue. Revenue exceeded analyst estimates by 6.5%. Earnings per share (EPS) also surpassed analyst estimates. Over the next year, revenue is forecast to stay flat compared to a 4.0% growth forecast for the industry in Thailand. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 72 percentage points per year, which is a significant difference in performance.Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Director Chantra Purnariksha was the last independent director to join the board, commencing their role in 2011. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Feb 27Full year 2021 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2021 results: ฿0.17 loss per share (up from ฿0.37 loss in FY 2020). Revenue: ฿20.4b (up 6.1% from FY 2020). Net loss: ฿1.50b (loss narrowed 52% from FY 2020). Revenue exceeded analyst estimates by 6.5%. Earnings per share (EPS) missed analyst estimates by 26%. Over the next year, revenue is expected to shrink by 1.7% compared to a 3.6% growth forecast for the industry in Thailand. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 71 percentage points per year, which is a significant difference in performance.Reported Earnings • Nov 10Third quarter 2021 earnings released: ฿0.043 loss per share (vs ฿0.093 loss in 3Q 2020)The company reported a solid third quarter result with reduced losses, improved revenues and improved control over expenses. Third quarter 2021 results: Revenue: ฿5.03b (up 4.5% from 3Q 2020). Net loss: ฿370.0m (loss narrowed 53% from 3Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 64 percentage points per year, which is a significant difference in performance.Reported Earnings • Aug 13Second quarter 2021 earnings released: ฿0.11 loss per share (vs ฿0.05 loss in 2Q 2020)The company reported a poor second quarter result with increased losses and weaker control over costs, although revenues were flat. Second quarter 2021 results: Revenue: ฿4.85b (flat on 2Q 2020). Net loss: ฿910.4m (loss widened 120% from 2Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 51 percentage points per year, which is a significant difference in performance.Executive Departure • Jul 23Independent Director Yodhin Anavil has left the companyOn the 17th of July, Yodhin Anavil's tenure as Independent Director ended after 14.8 years in the role. As of March 2021, Yodhin still personally held 3.52m shares (฿17m worth at the time). A total of 2 executives have left over the last 12 months. The current median tenure of the management team is less than a year, which is considered inexperienced in the Simply Wall St Risk Model.Executive Departure • Jul 23Independent Director Yodhin Anavil has left the companyOn the 17th of July, Yodhin Anavil's tenure as Independent Director ended after 14.8 years in the role. As of March 2021, Yodhin still personally held 3.52m shares (฿17m worth at the time). A total of 2 executives have left over the last 12 months. The current median tenure of the management team is less than a year, which is considered inexperienced in the Simply Wall St Risk Model.Reported Earnings • May 14First quarter 2021 earnings released: ฿0.03 loss per share (vs ฿0.12 loss in 1Q 2020)The company reported a solid first quarter result with reduced losses, improved revenues and improved control over expenses. First quarter 2021 results: Revenue: ฿4.81b (up 1.2% from 1Q 2020). Net loss: ฿265.4m (loss narrowed 73% from 1Q 2020). Over the last 3 years on average, earnings per share has fallen by 51% per year but the company’s share price has only fallen by 22% per year, which means it has not declined as severely as earnings.Is New 90 Day High Low • Mar 02New 90-day low: ฿2.96The company is down 10.0% from its price of ฿3.30 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 Telecom industry, which is down 2.0% over the same period.Reported Earnings • Mar 02Full year 2020 earnings released: ฿0.37 loss per share (vs ฿0.90 profit in FY 2019)The company reported a soft full year result with weaker earnings and weaker control over costs, although revenues improved. Full year 2020 results: Revenue: ฿19.2b (up 4.2% from FY 2019). Net loss: ฿3.13b (down 143% from profit in FY 2019). Over the last 3 years on average, earnings per share has fallen by 29% per year whereas the company’s share price has fallen by 25% per year.Upcoming Dividend • Nov 26Upcoming Dividend of ฿0.20 Per ShareWill be paid on the 18th of December to those who are registered shareholders by the 3rd of December. The trailing yield of 51% is in the top quartile of Thai dividend payers (6.6%), and it is higher than industry peers (12%).Valuation Update With 7 Day Price Move • Nov 23Market bids up stock over the past weekAfter last week's 17% share price gain to ฿3.38, the stock is trading at a trailing P/E ratio of 14.4x, up from the previous P/E ratio of 12.4x. This compares to an average P/E of 19x in the Telecom industry in Asia. Total return to shareholders over the past three years is a loss of 11%.Reported Earnings • Nov 17Third quarter 2020 earnings released: ฿0.09 loss per shareThe company reported a soft third quarter result with weaker earnings and control over expenses, although revenues were improved. Third quarter 2020 results: Revenue: ฿4.82b (up 3.7% from 3Q 2019). Net loss: ฿794.5m (down 332% from profit in 3Q 2019). Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has fallen by 26% per year, which means it is performing significantly worse than earnings.収支内訳Jasmine International 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:JAS 収益、費用、利益 ( )THB Millions日付収益収益G+A経費研究開発費31 Mar 264,332-1,405994031 Dec 253,874-502947030 Sep 253,2812,074678030 Jun 252,998415611031 Mar 253,149645563031 Dec 243,250494597030 Sep 243,067-2,4861,178030 Jun 242,905-3,2931,182031 Mar 242,636-4,0121,280031 Dec 232,170-4,5581,165030 Sep 23-11,996-3,031-2,742030 Jun 23-7,547-3,152-1,719031 Mar 23-2,982-2,739-660031 Dec 221,673-2,085412030 Sep 2220,311-8024,984030 Jun 2220,280-4424,844031 Mar 2220,028-1,1194,785031 Dec 2119,741-1,5014,978030 Sep 2119,493-2,4565,141030 Jun 2119,305-2,8845,418031 Mar 2119,286-2,3945,577031 Dec 2019,230-3,1345,618030 Sep 2019,1511,9435,706030 Jun 2018,9703,0805,280031 Mar 2018,7415,7155,334031 Dec 1918,5697,2655,299030 Sep 1918,3753,2464,843030 Jun 1918,2913,2925,202031 Mar 1918,3264,7145,058031 Dec 1818,2374,9134,983030 Sep 1818,1475,7065,077030 Jun 1817,9725,8494,840031 Mar 1817,8042,7584,666031 Dec 1717,7152,6934,412030 Sep 1717,4102,7034,325030 Jun 1716,9573,1394,379031 Mar 1716,4083,6104,272031 Dec 1615,8253,0024,264030 Sep 1615,4153,1254,092030 Jun 1615,0823,0403,856031 Mar 1614,6413,0243,746031 Dec 1514,13715,7103,570030 Sep 1513,60515,5463,437030 Jun 1513,06815,3123,3180質の高い収益: JASは現在利益が出ていません。利益率の向上: JASは現在利益が出ていません。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: JASは利益を出していないが、過去 5 年間で年間21%の割合で損失を削減してきた。成長の加速: JASの過去 1 年間の収益成長を 5 年間の平均と比較することはできません。現在は利益が出ていないためです。収益対業界: JASは利益が出ていないため、過去 1 年間の収益成長をTelecom業界 ( 9.7% ) と比較することは困難です。株主資本利益率高いROE: JASは現在利益が出ていないため、自己資本利益率 ( -20.38% ) はマイナスです。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2026/05/24 06:06終値2026/05/22 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Jasmine International 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。13 アナリスト機関Suwat WattanapornpromAsia Plus Securities Company LimitedPisut NgamvijitvongCGS InternationalThapana PhanichDeutsche Bank10 その他のアナリストを表示
Reported Earnings • Mar 02Full year 2025 earnings released: ฿0.06 loss per share (vs ฿0.058 profit in FY 2024)Full year 2025 results: ฿0.06 loss per share (down from ฿0.058 profit in FY 2024). Revenue: ฿4.15b (up 27% from FY 2024). Net loss: ฿502.4m (down 202% from profit in FY 2024). Over the last 3 years on average, earnings per share has increased by 68% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.
Reported Earnings • Nov 14Third quarter 2025 earnings released: EPS: ฿0.22 (vs ฿0.024 in 3Q 2024)Third quarter 2025 results: EPS: ฿0.22 (up from ฿0.024 in 3Q 2024). Revenue: ฿996.3m (up 28% from 3Q 2024). Net income: ฿1.86b (up ฿1.66b from 3Q 2024). Over the last 3 years on average, earnings per share has increased by 55% per year but the company’s share price has fallen by 18% per year, which means it is significantly lagging earnings.
Reported Earnings • Aug 14Second quarter 2025 earnings released: ฿0.018 loss per share (vs ฿0.009 profit in 2Q 2024)Second quarter 2025 results: ฿0.018 loss per share (down from ฿0.009 profit in 2Q 2024). Revenue: ฿711.2m (down 9.8% from 2Q 2024). Net loss: ฿152.8m (down 298% from profit in 2Q 2024). Over the last 3 years on average, earnings per share has increased by 63% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.
Reported Earnings • May 16First quarter 2025 earnings released: EPS: ฿0.021 (vs ฿0.003 in 1Q 2024)First quarter 2025 results: EPS: ฿0.021 (up from ฿0.003 in 1Q 2024). Revenue: ฿1.06b (up 16% from 1Q 2024). Net income: ฿176.1m (up ฿150.9m from 1Q 2024). Profit margin: 17% (up from 2.8% in 1Q 2024). Over the last 3 years on average, earnings per share has increased by 77% per year but the company’s share price has fallen by 22% per year, which means it is significantly lagging earnings.
Reported Earnings • Feb 27Full year 2024 earnings released: EPS: ฿0.06 (vs ฿2.41 in FY 2023)Full year 2024 results: EPS: ฿0.06 (down from ฿2.41 in FY 2023). Revenue: ฿3.86b (down 87% from FY 2023). Net income: ฿493.8m (down 98% from FY 2023). Profit margin: 13% (down from 72% in FY 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 93% per year but the company’s share price has fallen by 23% per year, which means it is significantly lagging earnings.
Reported Earnings • Aug 17Second quarter 2024 earnings released: EPS: ฿0.009 (vs ฿0.075 loss in 2Q 2023)Second quarter 2024 results: EPS: ฿0.009 (up from ฿0.075 loss in 2Q 2023). Revenue: ฿977.4m (up 88% from 2Q 2023). Net income: ฿77.0m (up ฿718.5m from 2Q 2023). Profit margin: 7.9% (up from net loss in 2Q 2023). The move to profitability was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 124% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
New Risk • May 05New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Thai stocks, typically moving 7.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
New Risk • Mar 04New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Thai stocks, typically moving 6.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
Reported Earnings • Mar 02Full year 2025 earnings released: ฿0.06 loss per share (vs ฿0.058 profit in FY 2024)Full year 2025 results: ฿0.06 loss per share (down from ฿0.058 profit in FY 2024). Revenue: ฿4.15b (up 27% from FY 2024). Net loss: ฿502.4m (down 202% from profit in FY 2024). Over the last 3 years on average, earnings per share has increased by 68% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.
お知らせ • Feb 26Jasmine International Public Company Limited, Annual General Meeting, Apr 29, 2026Jasmine International Public Company Limited, Annual General Meeting, Apr 29, 2026, at 10:00 SE Asia Standard Time.
Reported Earnings • Nov 14Third quarter 2025 earnings released: EPS: ฿0.22 (vs ฿0.024 in 3Q 2024)Third quarter 2025 results: EPS: ฿0.22 (up from ฿0.024 in 3Q 2024). Revenue: ฿996.3m (up 28% from 3Q 2024). Net income: ฿1.86b (up ฿1.66b from 3Q 2024). Over the last 3 years on average, earnings per share has increased by 55% per year but the company’s share price has fallen by 18% per year, which means it is significantly lagging earnings.
New Risk • Aug 15New major risk - Revenue and earnings growthEarnings have declined by 11% 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 Earnings have declined by 11% per year over the past 5 years. High level of non-cash earnings (72% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (8.2% average weekly change).
Reported Earnings • Aug 14Second quarter 2025 earnings released: ฿0.018 loss per share (vs ฿0.009 profit in 2Q 2024)Second quarter 2025 results: ฿0.018 loss per share (down from ฿0.009 profit in 2Q 2024). Revenue: ฿711.2m (down 9.8% from 2Q 2024). Net loss: ฿152.8m (down 298% from profit in 2Q 2024). Over the last 3 years on average, earnings per share has increased by 63% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Aug 01Investor sentiment improves as stock rises 21%After last week's 21% share price gain to ฿1.70, the stock trades at a trailing P/E ratio of 21.9x. Average trailing P/E is 20x in the Telecom industry in Thailand. Total loss to shareholders of 10% over the past three years.
Valuation Update With 7 Day Price Move • Jun 04Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to ฿1.40, the stock trades at a trailing P/E ratio of 18x. Average trailing P/E is 20x in the Telecom industry in Thailand. Total loss to shareholders of 46% over the past three years.
Reported Earnings • May 16First quarter 2025 earnings released: EPS: ฿0.021 (vs ฿0.003 in 1Q 2024)First quarter 2025 results: EPS: ฿0.021 (up from ฿0.003 in 1Q 2024). Revenue: ฿1.06b (up 16% from 1Q 2024). Net income: ฿176.1m (up ฿150.9m from 1Q 2024). Profit margin: 17% (up from 2.8% in 1Q 2024). Over the last 3 years on average, earnings per share has increased by 77% per year but the company’s share price has fallen by 22% per year, which means it is significantly lagging earnings.
New Risk • Apr 30New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Thai stocks, typically moving 8.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (90% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (8.0% average weekly change).
Valuation Update With 7 Day Price Move • Apr 24Investor sentiment improves as stock rises 21%After last week's 21% share price gain to ฿1.64, the stock trades at a trailing P/E ratio of 27.5x. Average trailing P/E is 26x in the Telecom industry in Thailand. Total loss to shareholders of 39% over the past three years.
Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to ฿1.27, the stock trades at a trailing P/E ratio of 21.3x. Average trailing P/E is 25x in the Telecom industry in Thailand. Total loss to shareholders of 56% over the past three years.
お知らせ • Mar 03Jasmine International Public Company Limited Announces Chief Financial Officer ChangesJasmine International Public Company Limited announced the termination of Mr. Supakorn Supukporn from the position of Acting Chief Financial Officer, effective February 28, 2025. Subsequently, Miss Vorraphan Chunpen has been appointed as the Chief Financial Officer, effective March 3, 2025.
Reported Earnings • Feb 27Full year 2024 earnings released: EPS: ฿0.06 (vs ฿2.41 in FY 2023)Full year 2024 results: EPS: ฿0.06 (down from ฿2.41 in FY 2023). Revenue: ฿3.86b (down 87% from FY 2023). Net income: ฿493.8m (down 98% from FY 2023). Profit margin: 13% (down from 72% in FY 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 93% per year but the company’s share price has fallen by 23% per year, which means it is significantly lagging earnings.
お知らせ • Feb 27Jasmine International Public Company Limited, Annual General Meeting, Apr 29, 2025Jasmine International Public Company Limited, Annual General Meeting, Apr 29, 2025, at 10:00 SE Asia Standard Time.
New Risk • Sep 30New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Thai stocks, typically moving 7.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (270% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (7.8% average weekly change).
Reported Earnings • Aug 17Second quarter 2024 earnings released: EPS: ฿0.009 (vs ฿0.075 loss in 2Q 2023)Second quarter 2024 results: EPS: ฿0.009 (up from ฿0.075 loss in 2Q 2023). Revenue: ฿977.4m (up 88% from 2Q 2023). Net income: ฿77.0m (up ฿718.5m from 2Q 2023). Profit margin: 7.9% (up from net loss in 2Q 2023). The move to profitability was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 124% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
お知らせ • Jun 08Jasmine International Public Company Limited Appoints Supakorn Supukporn as Acting Chief Financial OfficerJasmine International Public Company Limited announced appointment of Mr. Supakorn Supukporn as Acting Chief Financial Officer. Effective date of appointment is 07-Jun-2024.
お知らせ • Jun 01Jasmine International Public Company Limited Announces Resignation of Saranya Amornrattanasuchad as Chief Financial OfficerJasmine International Public Company Limited announced resignation of Miss Saranya Amornrattanasuchad as Chief Financial Officer. Effective Date of Termination is May 31, 2024.
Reported Earnings • May 15First quarter 2024 earnings released: EPS: ฿0.003 (vs ฿0.10 loss in 1Q 2023)First quarter 2024 results: EPS: ฿0.003 (up from ฿0.10 loss in 1Q 2023). Revenue: ฿939.0m (down 80% from 1Q 2023). Net income: ฿25.2m (up ฿900.2m from 1Q 2023). Profit margin: 2.7% (up from net loss in 1Q 2023). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 119% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
お知らせ • Apr 23Jasmine International Public Company Limited (SET:JAS) announces an Equity Buyback for 300,748,563 shares, representing 3.5% for THB 1,504 million.Jasmine International Public Company Limited (SET:JAS) announces a share repurchase program. Under the offer, the company will repurchase up to 300,748,563 shares, representing 3.50% of its issued share capital, for THB 1,504 million. The criteria used to determine the repurchase price considers the share’s average market price during the last 30 days prior to the date when the company will disclose the information is taken into consideration when determining the share price. The repurchase price will be THB 5 per share. The company aims to maintains its excess liquidity through the program. The program will expire on July 23, 2024. As of March 15, 2023, the company had 8,592,816,071 shares outstanding.
New Risk • Apr 22New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Thai stocks, typically moving 9.3% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (9.3% average weekly change). Earnings have declined by 11% per year over the past 5 years. High level of non-cash earnings (202% accrual ratio).
Buy Or Sell Opportunity • Apr 22Now 24% overvalued after recent price riseOver the last 90 days, the stock has risen 65% to ฿3.40. The fair value is estimated to be ฿2.75, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 5.6% over the last 3 years. Meanwhile, the company has become profitable.
お知らせ • Feb 21Jasmine International Public Company Limited, Annual General Meeting, Apr 29, 2024Jasmine International Public Company Limited, Annual General Meeting, Apr 29, 2024, at 10:00 SE Asia Standard Time. Agenda: To acknowledge the Board of Directors' annual report on the Company's operating results for the year 2023; to consider and approve the Company's financial statements and the auditor's report, for the year ended 31 December 2023; to consider and approve the allocation of net profit as a legal reserve and the dividend for the year 2023; to consider and approve the appointment of the auditor and to determine the audit fee for the year 2024; to consider and approve the appointment of directors to replace those who retire by rotation for the year 2024; to consider and approve the remuneration for the Company's Board of Directors and Sub-committee for the year 2024; and To consider other issues (if any).
Reported Earnings • Feb 21Full year 2023 earnings released: EPS: ฿2.41 (vs ฿0.24 loss in FY 2022)Full year 2023 results: EPS: ฿2.41 (up from ฿0.24 loss in FY 2022). Revenue: ฿28.7b (up 43% from FY 2022). Net income: ฿20.7b (up ฿22.7b from FY 2022). Profit margin: 72% (up from net loss in FY 2022). The move to profitability was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 100% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.
お知らせ • Jan 26Jasmine International Public Company Limited Announces Board ChangesThe Board of Directors of Jasmine International Public Company Limited, held on 26 January 2024, has passed a resolution to appoint Dr. NattakitTangpoonsinthana as Company Director to replace Dr.Vichit Yamboonruang; thus, Dr. Nattakit Tangpoonsinthana shall retain his office for the remaining term of Dr.Vichit Yamboonruang. The Board of Directors' Meeting has also appointed Dr. Nattakit Tangpoonsinthana as Independent Director of the Company, Member of the Audit and Corporate Governance Committee and Chairman of the Remuneration and Nomination Committee, effective on 26 January 2024.
お知らせ • Dec 28Jasmine International Public Company Limited Announces Somboon Patcharasopak Resigns as Chairman of the Executive Committee, Effective on 1 January 2024Jasmine International Public Company Limited announced that Mr.Somboon Patcharasopak has resigned from the position of the Chairman of the Executive Committee of the Company due to personal business, effective on 1 January 2024.
Valuation Update With 7 Day Price Move • Dec 20Investor sentiment improves as stock rises 30%After last week's 30% share price gain to ฿2.02, the stock trades at a trailing P/E ratio of 13x. Average trailing P/E is 12x in the Telecom industry in Thailand. Total loss to shareholders of 9.2% over the past three years.
お知らせ • Dec 14Jasmine International Public Company Limited Announces Directorate ChangesJasmine International Public Company Limited in its Board of Directors meeting held on 10/2023 held on 14 December 2023, has passed a resolution to appoint Mrs.Benjawan Rakwong as a Company Director to replace Mrs.Chantra Purnariksha. Mrs. Benjawan Rakwong shall retain her office for the remaining term of Mrs.Chantra Purnariksha, effective on 14 December 2023.
お知らせ • Dec 08Jasmine International Public Company Limited Announces Cessation of Mr. Subhoj Sunyabhisithkul as PresidentJasmine International Public Company Limited notify that Mr. Subhoj Sunyabhisithkul has ceased his position of the President of the Company, effective on 30 November 2023.
Upcoming Dividend • Dec 06Upcoming dividend of ฿0.60 per shareEligible shareholders must have bought the stock before 13 December 2023. Payment date: 26 December 2023. The company last paid an ordinary dividend in February 2013. The average dividend yield among industry peers is 1.9%.
Valuation Update With 7 Day Price Move • Dec 01Investor sentiment improves as stock rises 27%After last week's 27% share price gain to ฿2.32, the stock trades at a trailing P/E ratio of 14.9x. Average trailing P/E is 13x in the Telecom industry in Thailand. Total loss to shareholders of 27% over the past three years.
お知らせ • Nov 30+ 1 more updateJasmine International Public Company Limited Approves Special Interim Dividend Payment for the Period from 1 January 2023 to 22 November 2023, Payable on 26 December 2023The Board of Directors of Jasmine International Public Company Limited has also approved special interim dividend payment from retained earnings and net profit from operating performance of the period from 1 January 2023 to 22 November 2023 to the existing common shareholders of the total 8,592,816,071 shares, at the rate of THB 0.60 per share, amounting to the total dividend payment of THB 5,155,689,642.60. The Company has scheduled the Record Date to determine the names of the shareholders who are entitled to receive the special interim dividend on 14 December 2023 and the special interim dividend payment date to be on 26 December 2023, respectively.
お知らせ • Nov 29Jasmine International Public Company Limited Announces Board ResignationsJasmine International Public Company Limited announced the resignation of its Audit and Corporate Governance Committee Members as follows. The company announced the resignation of Dr. Vichit Yamboonruang as Independent Director, Chairman of the Audit and Corporate Governance Committee and Chairman of the Committee of Risk Management for Sustainable Development Member; Mrs. Chantra Purnariksha as Independent Director, Audit and Corporate Governance Committee Member and Risk Management for Sustainable Development Member; and Dr. Ronnachit Mahattanapreut as Independent Director, Chairman of the Remuneration and Nomination Committee and Audit and Corporate Governance Committee Member, due to personal business. The effective date is 24 November 2023. The Board of Directors shall consider appointing qualified persons to replace the resigned directors for the vacant positions; the newly appointed directors shall retain their offices for the remaining terms of the directors who resigned.
Board Change • Nov 28Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 1 was an independent director. The company's board is composed of: 3 independent directors. 4 non-independent directors. Non-Executive Independent Director Ronnachit Mahattanapreut 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.
お知らせ • Nov 22+ 3 more updatesJasmine International Public Company Limited Appoints Dr. Soraj Asavaprapha as the Acting Chief Executive Officer, Effective on 21 November 2023Jasmine International Public Company Limited Approved the appointment of Dr.Soraj Asavaprapha as the Acting Chief Executive Officer, effective on 21 November 2023.
Reported Earnings • Nov 09Third quarter 2023 earnings released: EPS: ฿0.49 (vs ฿0.084 loss in 3Q 2022)Third quarter 2023 results: EPS: ฿0.49 (up from ฿0.084 loss in 3Q 2022). Revenue: ฿10.2b (up 101% from 3Q 2022). Net income: ฿4.21b (up ฿4.94b from 3Q 2022). Profit margin: 41% (up from net loss in 3Q 2022). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has fallen by 7% per year, which means it is performing significantly worse than earnings.
Reported Earnings • Aug 11Second quarter 2023 earnings released: ฿0.09 loss per share (vs ฿0.03 loss in 2Q 2022)Second quarter 2023 results: ฿0.09 loss per share (further deteriorated from ฿0.03 loss in 2Q 2022). Revenue: ฿4.81b (down 4.9% from 2Q 2022). Net loss: ฿794.2m (loss widened 247% from 2Q 2022). Over the last 3 years on average, earnings per share has fallen by 50% per year but the company’s share price has only fallen by 20% per year, which means it has not declined as severely as earnings.
Reported Earnings • May 12First quarter 2023 earnings released: ฿0.10 loss per share (vs ฿0.015 profit in 1Q 2022)First quarter 2023 results: ฿0.10 loss per share (down from ฿0.015 profit in 1Q 2022). Revenue: ฿4.77b (down 6.8% from 1Q 2022). Net loss: ฿875.0m (down ฿1.01b from profit in 1Q 2022). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 42 percentage points per year, which is a significant difference in performance.
お知らせ • Jan 31Jasmine International Public Company Limited Announces Appointment of Directors and Corporate SecretaryThe Board of Directors' Meeting No. 1/2023 of Jasmine International Public Company Limited (Company), held on 30 January 2023, has passed the following resolutions:- Approving the appointment of Mr. Veerayooth Bodharamik as Company Director in place of Dr.Yodhin Anavil. To this regard, Mr. Veerayooth Bodharamik shall retain his office only for the remaining term of Dr. Yodhin Anavil, effective on 30 January 2023. Approving the appointment of Dr. Soraj Asavaprapha as Company Director and the Chairman of the Board of Directors in place of Mr. Sudhitham Chirathivat. To this regard, Dr. Soraj Asavaprapha shall retain his office only for the remaining term of Mr. Sudhitham Chirathivat, effective on 30 January 2023. Approving the appointment of Ms. Saranya Amornrattanasuchad as Corporate Secretary in place of Mr. Yordchai Asawathongchai, effective on 30 January 2023.
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Director Chantra Purnariksha was the last independent director to join the board, commencing their role in 2011. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Aug 13Second quarter 2022 earnings released: ฿0.03 loss per share (vs ฿0.11 loss in 2Q 2021)Second quarter 2022 results: ฿0.03 loss per share (up from ฿0.11 loss in 2Q 2021). Revenue: ฿5.07b (up 4.5% from 2Q 2021). Net loss: ฿228.6m (loss narrowed 75% from 2Q 2021). Over the next year, revenue is forecast to stay flat compared to a 3.9% growth forecast for the industry in Thailand. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 63 percentage points per year, which is a significant difference in performance.
Reported Earnings • May 16First quarter 2022 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2022 results: EPS: ฿0.015 (up from ฿0.029 loss in 1Q 2021). Revenue: ฿5.12b (up 6.3% from 1Q 2021). Net income: ฿132.3m (up ฿382.0m from 1Q 2021). Profit margin: 2.6% (up from net loss in 1Q 2021). The move to profitability was primarily driven by higher revenue. Revenue exceeded analyst estimates by 6.5%. Earnings per share (EPS) also surpassed analyst estimates. Over the next year, revenue is forecast to stay flat compared to a 4.0% growth forecast for the industry in Thailand. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 72 percentage points per year, which is a significant difference in performance.
Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Director Chantra Purnariksha was the last independent director to join the board, commencing their role in 2011. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Feb 27Full year 2021 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2021 results: ฿0.17 loss per share (up from ฿0.37 loss in FY 2020). Revenue: ฿20.4b (up 6.1% from FY 2020). Net loss: ฿1.50b (loss narrowed 52% from FY 2020). Revenue exceeded analyst estimates by 6.5%. Earnings per share (EPS) missed analyst estimates by 26%. Over the next year, revenue is expected to shrink by 1.7% compared to a 3.6% growth forecast for the industry in Thailand. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 71 percentage points per year, which is a significant difference in performance.
Reported Earnings • Nov 10Third quarter 2021 earnings released: ฿0.043 loss per share (vs ฿0.093 loss in 3Q 2020)The company reported a solid third quarter result with reduced losses, improved revenues and improved control over expenses. Third quarter 2021 results: Revenue: ฿5.03b (up 4.5% from 3Q 2020). Net loss: ฿370.0m (loss narrowed 53% from 3Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 64 percentage points per year, which is a significant difference in performance.
Reported Earnings • Aug 13Second quarter 2021 earnings released: ฿0.11 loss per share (vs ฿0.05 loss in 2Q 2020)The company reported a poor second quarter result with increased losses and weaker control over costs, although revenues were flat. Second quarter 2021 results: Revenue: ฿4.85b (flat on 2Q 2020). Net loss: ฿910.4m (loss widened 120% from 2Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 51 percentage points per year, which is a significant difference in performance.
Executive Departure • Jul 23Independent Director Yodhin Anavil has left the companyOn the 17th of July, Yodhin Anavil's tenure as Independent Director ended after 14.8 years in the role. As of March 2021, Yodhin still personally held 3.52m shares (฿17m worth at the time). A total of 2 executives have left over the last 12 months. The current median tenure of the management team is less than a year, which is considered inexperienced in the Simply Wall St Risk Model.
Executive Departure • Jul 23Independent Director Yodhin Anavil has left the companyOn the 17th of July, Yodhin Anavil's tenure as Independent Director ended after 14.8 years in the role. As of March 2021, Yodhin still personally held 3.52m shares (฿17m worth at the time). A total of 2 executives have left over the last 12 months. The current median tenure of the management team is less than a year, which is considered inexperienced in the Simply Wall St Risk Model.
Reported Earnings • May 14First quarter 2021 earnings released: ฿0.03 loss per share (vs ฿0.12 loss in 1Q 2020)The company reported a solid first quarter result with reduced losses, improved revenues and improved control over expenses. First quarter 2021 results: Revenue: ฿4.81b (up 1.2% from 1Q 2020). Net loss: ฿265.4m (loss narrowed 73% from 1Q 2020). Over the last 3 years on average, earnings per share has fallen by 51% per year but the company’s share price has only fallen by 22% per year, which means it has not declined as severely as earnings.
Is New 90 Day High Low • Mar 02New 90-day low: ฿2.96The company is down 10.0% from its price of ฿3.30 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 Telecom industry, which is down 2.0% over the same period.
Reported Earnings • Mar 02Full year 2020 earnings released: ฿0.37 loss per share (vs ฿0.90 profit in FY 2019)The company reported a soft full year result with weaker earnings and weaker control over costs, although revenues improved. Full year 2020 results: Revenue: ฿19.2b (up 4.2% from FY 2019). Net loss: ฿3.13b (down 143% from profit in FY 2019). Over the last 3 years on average, earnings per share has fallen by 29% per year whereas the company’s share price has fallen by 25% per year.
Upcoming Dividend • Nov 26Upcoming Dividend of ฿0.20 Per ShareWill be paid on the 18th of December to those who are registered shareholders by the 3rd of December. The trailing yield of 51% is in the top quartile of Thai dividend payers (6.6%), and it is higher than industry peers (12%).
Valuation Update With 7 Day Price Move • Nov 23Market bids up stock over the past weekAfter last week's 17% share price gain to ฿3.38, the stock is trading at a trailing P/E ratio of 14.4x, up from the previous P/E ratio of 12.4x. This compares to an average P/E of 19x in the Telecom industry in Asia. Total return to shareholders over the past three years is a loss of 11%.
Reported Earnings • Nov 17Third quarter 2020 earnings released: ฿0.09 loss per shareThe company reported a soft third quarter result with weaker earnings and control over expenses, although revenues were improved. Third quarter 2020 results: Revenue: ฿4.82b (up 3.7% from 3Q 2019). Net loss: ฿794.5m (down 332% from profit in 3Q 2019). Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has fallen by 26% per year, which means it is performing significantly worse than earnings.