View ValuationAma Marine 将来の成長Future 基準チェック /06現在、 Ama Marineの成長と収益を予測するのに十分なアナリストの調査がありません。主要情報n/a収益成長率n/aEPS成長率Shipping 収益成長-2.5%収益成長率n/a将来の株主資本利益率n/aアナリストカバレッジNone最終更新日n/a今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesReported Earnings • May 11First quarter 2026 earnings released: EPS: ฿0.071 (vs ฿0.13 in 1Q 2025)First quarter 2026 results: EPS: ฿0.071 (down from ฿0.13 in 1Q 2025). Revenue: ฿700.2m (down 7.3% from 1Q 2025). Net income: ฿36.9m (down 46% from 1Q 2025). Profit margin: 5.3% (down from 9.0% in 1Q 2025). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.Declared Dividend • Feb 25Dividend reduced to ฿0.20Dividend of ฿0.20 is 20% lower than last year. Ex-date: 9th March 2026 Payment date: 15th May 2026 Dividend yield will be 7.1%, which is lower than the industry average of 15%. Sustainability & Growth Dividend is covered by both earnings (65% earnings payout ratio) and cash flows (32% cash payout ratio). The dividend has increased by an average of 5.9% per year over the past 9 years. However, payments have been volatile during that time. Earnings per share has grown by 8.6% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.お知らせ • Feb 24+ 1 more updateAma Marine Public Company Limited Proposes Cash Dividend on Common Shares for the Operating Period from 01 January 2025 to 31 December 2025, Payable 15 May 2026Ama Marine Public Company Limited at its AGM, to be held on 23 April, 2026, proposed cash dividend of THB 0.20 per share on common shares for the Operating period from 01 January 2025 to 31 December 2025 . Record date for the right to receive dividends is 10 March 2026. Ex-dividend date is 09 March 2026. Payment date is 15 May 2026.Upcoming Dividend • Nov 19Upcoming dividend of ฿0.10 per shareEligible shareholders must have bought the stock before 26 November 2025. Payment date: 09 December 2025. Payout ratio is a comfortable 65% and this is well supported by cash flows. Trailing yield: 11%. Within top quartile of Thai dividend payers (8.1%). Higher than average of industry peers (7.7%).Reported Earnings • Aug 09Second quarter 2025 earnings released: EPS: ฿0.12 (vs ฿0.24 in 2Q 2024)Second quarter 2025 results: EPS: ฿0.12 (down from ฿0.24 in 2Q 2024). Revenue: ฿730.1m (down 12% from 2Q 2024). Net income: ฿62.9m (down 50% from 2Q 2024). Profit margin: 8.6% (down from 15% in 2Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 4% per year whereas the company’s share price has fallen by 1% per year.Reported Earnings • May 14First quarter 2025 earnings released: EPS: ฿0.13 (vs ฿0.091 in 1Q 2024)First quarter 2025 results: EPS: ฿0.13 (up from ฿0.091 in 1Q 2024). Revenue: ฿755.6m (down 3.0% from 1Q 2024). Net income: ฿68.3m (up 45% from 1Q 2024). Profit margin: 9.0% (up from 6.1% in 1Q 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.お知らせ • Apr 25Ama Marine Public Company Limited Approves the Election of Pornsarun Rungcharoenkitkul as DirectorAMA Marine Public Company Limited announced main resolution of the 2025 Annual General Meeting of Shareholders held on April 24, 2025 as follows: approved the appointment of Mrs. Pornsarun Rungcharoenkitkul to replace Mrs. Malinee Sumboonnanondha, a director who was to retire by rotation.Declared Dividend • Feb 26Final dividend of ฿0.25 announcedDividend of ฿0.25 is the same as last year. Ex-date: 7th March 2025 Payment date: 15th May 2025 Dividend yield will be 10%, which is lower than the industry average of 15%. Sustainability & Growth Dividend is covered by both earnings (69% earnings payout ratio) and cash flows (49% cash payout ratio). The dividend has increased by an average of 10% per year over the past 8 years. However, payments have been volatile during that time. Earnings per share has grown by 13% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Reported Earnings • Feb 25Full year 2024 earnings released: EPS: ฿0.65 (vs ฿0.59 in FY 2023)Full year 2024 results: EPS: ฿0.65 (up from ฿0.59 in FY 2023). Revenue: ฿3.16b (up 3.5% from FY 2023). Net income: ฿337.5m (up 9.7% from FY 2023). Profit margin: 11% (in line with FY 2023). Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.お知らせ • Feb 24+ 2 more updatesAma Marine Public Company Limited, Annual General Meeting, Apr 24, 2025Ama Marine Public Company Limited, Annual General Meeting, Apr 24, 2025, at 14:00 SE Asia Standard Time. Location: avani ratchada bangkok, ThailandReported Earnings • Nov 17Third quarter 2024 earnings released: EPS: ฿0.12 (vs ฿0.17 in 3Q 2023)Third quarter 2024 results: EPS: ฿0.12 (down from ฿0.17 in 3Q 2023). Revenue: ฿742.2m (down 2.0% from 3Q 2023). Net income: ฿60.2m (down 30% from 3Q 2023). Profit margin: 8.1% (down from 11% in 3Q 2023). The decrease in margin was primarily driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.Buy Or Sell Opportunity • Nov 06Now 20% undervaluedOver the last 90 days, the stock has risen 1.4% to ฿4.24. The fair value is estimated to be ฿5.31, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 30%.Buy Or Sell Opportunity • Aug 23Now 20% undervaluedOver the last 90 days, the stock has risen 2.4% to ฿4.22. The fair value is estimated to be ฿5.30, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 30%.Upcoming Dividend • Aug 15Upcoming dividend of ฿0.20 per shareEligible shareholders must have bought the stock before 22 August 2024. Payment date: 05 September 2024. Payout ratio is a comfortable 59% and this is well supported by cash flows. Trailing yield: 9.1%. Within top quartile of Thai dividend payers (7.0%). Higher than average of industry peers (4.6%).Reported Earnings • Aug 10Second quarter 2024 earnings released: EPS: ฿0.24 (vs ฿0.099 in 2Q 2023)Second quarter 2024 results: EPS: ฿0.24 (up from ฿0.099 in 2Q 2023). Revenue: ฿829.9m (up 16% from 2Q 2023). Net income: ฿125.5m (up 145% from 2Q 2023). Profit margin: 15% (up from 7.2% in 2Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.お知らせ • Aug 10Ama Marine Public Company Limited Approves the Interim Cash Dividend, Payable on September 5, 2024Ama Marine Public Company Limited approved the interim cash dividend of THB 0.20. Payment date is September 5, 2024. Record date for the right to receive dividends is August 23, 2024. Ex-dividend date is August 22, 2024.New Risk • May 28New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 8.9% Last year net profit margin: 16% 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 Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (8.9% net profit margin). Market cap is less than US$100m (฿2.12b market cap, or US$58.1m).Reported Earnings • May 12First quarter 2024 earnings released: EPS: ฿0.091 (vs ฿0.15 in 1Q 2023)First quarter 2024 results: EPS: ฿0.091 (down from ฿0.15 in 1Q 2023). Revenue: ฿779.1m (up 3.3% from 1Q 2023). Net income: ฿47.1m (down 41% from 1Q 2023). Profit margin: 6.1% (down from 11% in 1Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.Buy Or Sell Opportunity • May 02Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 2.3% to ฿4.34. The fair value is estimated to be ฿5.46, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last 3 years. Earnings per share has grown by 43%.Buy Or Sell Opportunity • Apr 03Now 21% undervaluedOver the last 90 days, the stock has risen 2.8% to ฿4.36. The fair value is estimated to be ฿5.50, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last 3 years. Earnings per share has grown by 43%.Buy Or Sell Opportunity • Mar 07Now 21% undervaluedOver the last 90 days, the stock has risen 8.3% to ฿4.46. The fair value is estimated to be ฿5.65, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last 3 years. Earnings per share has grown by 43%.Upcoming Dividend • Feb 29Upcoming dividend of ฿0.25 per shareEligible shareholders must have bought the stock before 07 March 2024. Payment date: 17 May 2024. Payout ratio is a comfortable 67% and this is well supported by cash flows. Trailing yield: 8.0%. Within top quartile of Thai dividend payers (6.3%). Lower than average of industry peers (13%).Declared Dividend • Feb 26Final dividend of ฿0.25 announcedShareholders will receive a dividend of ฿0.25. Ex-date: 7th March 2024 Payment date: 17th May 2024 Dividend yield will be 8.1%, which is lower than the industry average of 15%. Sustainability & Growth Dividend is covered by both earnings (49% earnings payout ratio) and cash flows (69% cash payout ratio). The dividend has increased by an average of 13% per year over the past 7 years. However, payments have been volatile during that time. Earnings per share has grown by 28% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.お知らせ • Feb 23Ama Marine Public Company Limited, Annual General Meeting, Apr 23, 2024Ama Marine Public Company Limited, Annual General Meeting, Apr 23, 2024, at 14:00 SE Asia Standard Time. Location: ortune Meeting room, Fl.3, Grand Fortune Hotel Bangkok no. 1, Rajadapisek Road Din Daeng Bangkok Thailand Agenda: To consider and approve the Statement of Financial Position and the Profit & Loss Statements of the Company for the Fiscal Year Ended 31 December 2023; to consider and approve the dividend payment for the year 2023; to consider and approve the election of directors who will be retired by rotation; and to consider other matters.Reported Earnings • Feb 23Full year 2023 earnings released: EPS: ฿0.59 (vs ฿0.89 in FY 2022)Full year 2023 results: EPS: ฿0.59 (down from ฿0.89 in FY 2022). Revenue: ฿3.05b (down 5.4% from FY 2022). Net income: ฿307.6m (down 34% from FY 2022). Profit margin: 10% (down from 14% in FY 2022). Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.お知らせ • Feb 22Ama Marine Public Company Limited Proposes Remaining Dividend for the Year 2023, Payable on May 17, 2024Ama Marine Public Company Limited proposed the remaining dividend payment for the period 2023 at the rate of THB 0.25 per share for the total amount of THB 129,479,193.25. The total dividends payments will be paid from net profit and retained earnings which are exempt from BOI tax privileges. Shareholders are not subject to withholding tax and cannot be credited for tax. The dividend payment will be made to the shareholders whose names appear on the date on which the recorded shareholders are entitled to receive the dividend on 8 March 2024. The dividend will be paid on 17 May 2024.Buying Opportunity • Jan 09Now 20% undervaluedOver the last 90 days, the stock is up 3.4%. The fair value is estimated to be ฿5.40, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 26% over the last 3 years. Earnings per share has grown by 48%.Upcoming Dividend • Nov 16Upcoming dividend of ฿0.15 per share at 12% yieldEligible shareholders must have bought the stock before 23 November 2023. Payment date: 07 December 2023. Payout ratio is a comfortable 49% and this is well supported by cash flows. Trailing yield: 12%. Within top quartile of Thai dividend payers (6.8%). Lower than average of industry peers (15%).Reported Earnings • Nov 14Third quarter 2023 earnings released: EPS: ฿0.17 (vs ฿0.36 in 3Q 2022)Third quarter 2023 results: EPS: ฿0.17 (down from ฿0.36 in 3Q 2022). Revenue: ฿757.1m (down 20% from 3Q 2022). Net income: ฿85.6m (down 54% from 3Q 2022). Profit margin: 11% (down from 20% in 3Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.お知らせ • Nov 11Ama Marine Public Company Limited Approves the Interim Dividend Payment, Payable on 7 December 2023Ama Marine Public Company Limited approved cash interim dividend of THB 0.15 per share. Ex-dividend date is 23 November 2023. Payment date is 07 December 2023. Record date for the right to receive dividends is 24 November 2023.Buying Opportunity • Oct 09Now 24% undervalued after recent price dropOver the last 90 days, the stock is down 8.1%. The fair value is estimated to be ฿5.36, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 25% over the last 3 years. Earnings per share has grown by 48%.Reported Earnings • Aug 09Second quarter 2023 earnings released: EPS: ฿0.099 (vs ฿0.14 in 2Q 2022)Second quarter 2023 results: EPS: ฿0.099 (down from ฿0.14 in 2Q 2022). Revenue: ฿713.1m (flat on 2Q 2022). Net income: ฿51.2m (down 28% from 2Q 2022). Profit margin: 7.2% (down from 10.0% in 2Q 2022). Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.Reported Earnings • May 13First quarter 2023 earnings released: EPS: ฿0.15 (vs ฿0.001 loss in 1Q 2022)First quarter 2023 results: EPS: ฿0.15 (up from ฿0.001 loss in 1Q 2022). Revenue: ฿754.3m (up 26% from 1Q 2022). Net income: ฿80.2m (up ฿80.6m from 1Q 2022). Profit margin: 11% (up from net loss in 1Q 2022). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Mar 01Upcoming dividend of ฿0.25 per share at 8.8% yieldEligible shareholders must have bought the stock before 08 March 2023. Payment date: 15 May 2023. Payout ratio is a comfortable 45% and this is well supported by cash flows. Trailing yield: 8.8%. Within top quartile of Thai dividend payers (5.6%). Lower than average of industry peers (19%).Reported Earnings • Feb 27Full year 2022 earnings released: EPS: ฿0.89 (vs ฿0.30 in FY 2021)Full year 2022 results: EPS: ฿0.89 (up from ฿0.30 in FY 2021). Revenue: ฿3.22b (up 54% from FY 2021). Net income: ฿462.4m (up 201% from FY 2021). Profit margin: 14% (up from 7.3% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Dec 01Upcoming dividend of ฿0.15 per shareEligible shareholders must have bought the stock before 08 December 2022. Payment date: 22 December 2022. Trailing yield: 5.3%. Lower than top quartile of Thai dividend payers (5.5%). Lower than average of industry peers (19%).お知らせ • Nov 24Ama Marine Public Company Limited Announces Interim Cash Dividend, Payable on 22 December 2022Ama Marine Public Company Limited announced interim cash dividend of 0.15 (baht per share) Par value 0.50 (baht). Scheduled dates are as follows: Ex-dividend date 08 December 2022, Record date for the right to receive dividends 09 December 2022 and Payment date 22 December 2022.Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 6 non-independent directors. Independent Director Asdsathai Rattanadilok Phuket was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Buying Opportunity • Nov 11Now 25% undervaluedOver the last 90 days, the stock is up 32%. The fair value is estimated to be ฿7.77, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.5% over the last 3 years, while earnings per share has been flat.お知らせ • Nov 11Ama Marine Public Company Limited Appoints Chaiwat Thongkamkoon as Chairman / Independent Director, Effective December 1, 2022Ama Marine Public Company Limited announced that Mr. Kasem Vejasilpa has resigned from position of Director of the Company effective on November 30, 2022 and its Board of Directors' Meeting No. 4/2022 held on November 10, 2022 has resolved to appoint Mr. Chaiwat Thongkamkoon as Chairman /Independent Director. The appointment will be effective from December 1, 2022 and they both will serve the remaining terms.お知らせ • Nov 04Ama Marine Public Company Limited Announces Resignation of Kasem Vejasilpa as Chairman / Independent Director, Effective from November 30, 2022AMA Marine Public Company Limited announced that Mr. Kasem Vejasilpa Chairman /Independent Director has resigned is effective since November 30, 2022.Valuation Update With 7 Day Price Move • Sep 13Investor sentiment improved over the past weekAfter last week's 15% share price gain to ฿5.15, the stock trades at a trailing P/E ratio of 15.6x. Average trailing P/E is 7x in the Shipping industry in Asia. Total loss to shareholders of 20% over the past three years.Reported Earnings • Aug 15Second quarter 2022 earnings released: EPS: ฿0.14 (vs ฿0.088 in 2Q 2021)Second quarter 2022 results: EPS: ฿0.14 (up from ฿0.088 in 2Q 2021). Revenue: ฿712.0m (up 44% from 2Q 2021). Net income: ฿71.2m (up 57% from 2Q 2021). Profit margin: 10.0% (in line with 2Q 2021). Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has fallen by 17% per year, which means it is performing significantly worse than earnings.Reported Earnings • May 15First quarter 2022 earnings released: ฿0.001 loss per share (vs ฿0.016 profit in 1Q 2021)First quarter 2022 results: ฿0.001 loss per share (down from ฿0.016 profit in 1Q 2021). Revenue: ฿600.6m (up 41% from 1Q 2021). Net loss: ฿475.4k (down 106% from profit in 1Q 2021). Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has increased by 2% per year.Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 6 non-independent directors. Independent Director Asdsathai Rattanadilok Phuket was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Feb 25Ama Marine Public Company Limited, Annual General Meeting, Apr 07, 2022Ama Marine Public Company Limited, Annual General Meeting, Apr 07, 2022, at 07:00 Coordinated Universal Time. Agenda: To consider and adopt the Minutes of the 2021 Annual General Meeting of Shareholders held on 8 April 2021; to acknowledge the operating results and Form 56-1 One Report for the Year 2021; to consider and approve the Statement of Financial Position and the Profit & Loss Statements of the Company for the Fiscal Year Ended 31 December 2021; to consider and approve the Omission of dividend payment for the year 2021; to consider and approve the election of directors who will be retired by rotation; to consider and approve the remuneration of the Board of Directors and the Sub-Committees for the year 2022; to consider and approve the appointment of Company's auditor for the year 2022 and determination of the audit fee; to consider and approve the amendment to the Company's Article 24. and 28. as well as the addition of new Articles 25 and 29; and to discuss other matters if any.Reported Earnings • Feb 24Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: ฿0.30 (down from ฿0.33 in FY 2020). Revenue: ฿2.09b (up 16% from FY 2020). Net income: ฿153.5m (down 9.9% from FY 2020). Profit margin: 7.3% (down from 9.4% in FY 2020). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 14%. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.Reported Earnings • Nov 11Third quarter 2021 earnings released: EPS ฿0.095 (vs ฿0.14 in 3Q 2020)The company reported a soft third quarter result with weaker earnings and profit margins, although revenues improved. Third quarter 2021 results: Revenue: ฿521.0m (up 15% from 3Q 2020). Net income: ฿49.0m (down 31% from 3Q 2020). Profit margin: 9.4% (down from 16% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Sep 14Investor sentiment improved over the past weekAfter last week's 15% share price gain to ฿6.00, the stock trades at a trailing P/E ratio of 18.9x. Average trailing P/E is 14x in the Shipping industry in Asia. Total returns to shareholders of 9.0% over the past three years.Reported Earnings • Aug 11Second quarter 2021 earnings released: EPS ฿0.088 (vs ฿0.10 in 2Q 2020)The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2021 results: Revenue: ฿494.9m (up 6.5% from 2Q 2020). Net income: ฿45.5m (down 17% from 2Q 2020). Profit margin: 9.2% (down from 12% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.Executive Departure • May 21Independent Director has left the companyOn the 10th of May, Chatchai Sritipphayaraj's tenure in the role of Independent Director ended. We don't have any record of a personal shareholding under Chatchai's name. Chatchai is the only executive to leave the company over the last 12 months.Reported Earnings • May 12First quarter 2021 earnings released: EPS ฿0.016 (vs ฿0.01 in 1Q 2020)The company reported a decent first quarter result with improved earnings and profit margins, although revenues were weaker. First quarter 2021 results: Revenue: ฿425.6m (down 6.9% from 1Q 2020). Net income: ฿8.19m (up 63% from 1Q 2020). Profit margin: 1.9% (up from 1.1% in 1Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Mar 22Investor sentiment improved over the past weekAfter last week's 15% share price gain to ฿6.80, the stock trades at a trailing P/E ratio of 20.7x. Average trailing P/E is 17x in the Shipping industry in Asia. Total loss to shareholders of 43% over the past three years.Upcoming Dividend • Mar 01Upcoming Dividend of ฿0.20 Per ShareWill be paid on the 7th of May to those who are registered shareholders by the 8th of March. The trailing yield of 3.7% is below the top quartile of Thai dividend payers (5.9%), but it is higher than industry peers (2.8%).Reported Earnings • Feb 25Full year 2020 earnings released: EPS ฿0.33 (vs ฿0.35 in FY 2019)The company reported a poor full year result with weaker earnings and revenues, although profit margins were flat. Full year 2020 results: Revenue: ฿1.81b (down 4.9% from FY 2019). Net income: ฿170.3m (down 5.6% from FY 2019). Profit margin: 9.4% (in line with FY 2019). Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has fallen by 27% per year, which means it is performing significantly worse than earnings.お知らせ • Feb 24Ama Marine Public Company Limited, Annual General Meeting, Aug 04, 2021Ama Marine Public Company Limited, Annual General Meeting, Aug 04, 2021, at 07:00 Coordinated Universal Time. Location: at ASEAN AMPHITHEATRE room, SEAC Learning Center no. 2525 Building 2 FYI Center, Room No. 2/301-2/310, 3rd floor, Rama 4 Road, Klongtoey, Klongtoey Bangkok Thailand Agenda: To consider and adopt the Minutes of the 2020 Annual General Meeting of Shareholders held on 23 July 2020; to acknowledge the operating results and the Annual Report for the Year 2020; to consider and approve the Statement of Financial Position and the Profit & Loss Statements of the Company for the Fiscal Year Ended 31 December 2020; to consider and approve the dividend payment for the year 2020; to consider and approve the election of directors who will be retired by rotation; to consider and approve the remuneration of the Board of Directors and the Sub- Committees for the year 2021; to consider and approve the appointment of Company's auditor for the year 2021 and determination of the audit fee; and to consider the other matters.Is New 90 Day High Low • Dec 15New 90-day high: ฿5.90The company is up 40% from its price of ฿4.20 on 16 September 2020. The Thai market is up 15% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Shipping industry, which is up 81% over the same period.Is New 90 Day High Low • Nov 19New 90-day high: ฿5.50The company is up 11% from its price of ฿4.96 on 21 August 2020. The Thai market is up 6.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Shipping industry, which is up 58% over the same period.Reported Earnings • Nov 07Third quarter 2020 earnings released: EPS ฿0.14The company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2020 results: Revenue: ฿452.3m (down 2.1% from 3Q 2019). Net income: ฿71.4m (up 54% from 3Q 2019). Profit margin: 16% (up from 10.0% in 3Q 2019). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has fallen by 29% per year, which means it is performing significantly worse than earnings. このセクションでは通常、投資家が会社の利益創出能力を理解する一助となるよう、プロのアナリストのコンセンサス予想に基づく収益と利益の成長予測を提示する。しかし、Ama Marine は十分な過去のデータを提供しておらず、アナリストの予測もないため、過去のデータを外挿したり、アナリストの予測を使用しても、その将来の収益を確実に算出することはできません。 シンプリー・ウォール・ストリートがカバーする企業の97%は過去の財務データを持っているため、これはかなり稀な状況です。 業績と収益の成長予測SET:AMA - アナリストの将来予測と過去の財務データ ( )THB Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数3/31/20262,874200587644N/A12/31/20252,930231607659N/A9/30/20253,007279568659N/A6/30/20253,035296589709N/A3/31/20253,135359523645N/A12/31/20243,158338539740N/A9/30/20243,177323428656N/A6/30/20243,192349400632N/A3/31/20243,075275395673N/A12/31/20233,051308373615N/A9/30/20233,187424675845N/A6/30/20233,379523783905N/A3/31/20233,378543747855N/A12/31/20223,224462723813N/A9/30/20222,911307461574N/A6/30/20222,482171330440N/A3/31/20222,265145365441N/A12/31/20212,090154368456N/A9/30/20211,875142369420N/A6/30/20211,806164389454N/A3/31/20211,776173407478N/A12/31/20201,807170397437N/A9/30/20201,884185437474N/A6/30/20201,893160398447N/A3/31/20201,930173366433N/A12/31/20191,900181N/A465N/A9/30/20191,888167N/A417N/A6/30/20191,877143N/A357N/A3/31/20191,81699N/A288N/A12/31/20181,77490N/A408N/A9/30/20181,730139N/A435N/A6/30/20181,666171N/A580N/A3/31/20181,561184N/A529N/A12/31/20171,501253N/A304N/A9/30/20171,333210N/A298N/A6/30/20171,212200N/A128N/A3/31/20171,107204N/A164N/A12/31/2016964147N/A255N/A9/30/2016860143N/A200N/A6/30/2016777142N/A219N/A3/31/2016685124N/A235N/A12/31/2015643130N/A205N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: AMAの予測収益成長が 貯蓄率 ( 2.2% ) を上回っているかどうかを判断するにはデータが不十分です。収益対市場: AMAの収益がTH市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です高成長収益: AMAの収益が今後 3 年間で 大幅に 増加すると予想されるかどうかを判断するにはデータが不十分です。収益対市場: AMAの収益がTH市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。高い収益成長: AMAの収益が年間20%よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。一株当たり利益成長率予想将来の株主資本利益率将来のROE: AMAの 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YTransportation 業界の高成長企業。View Past Performance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2026/05/23 07:02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Ama Marine 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。3 アナリスト機関Nuttawut WongyaowalakGloblex Securities Co. Ltd.Apichat PoobunjirdkulTisco Securities Co. Ltd.Sirilak KonwaiTisco Securities Co. Ltd.
Reported Earnings • May 11First quarter 2026 earnings released: EPS: ฿0.071 (vs ฿0.13 in 1Q 2025)First quarter 2026 results: EPS: ฿0.071 (down from ฿0.13 in 1Q 2025). Revenue: ฿700.2m (down 7.3% from 1Q 2025). Net income: ฿36.9m (down 46% from 1Q 2025). Profit margin: 5.3% (down from 9.0% in 1Q 2025). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.
Declared Dividend • Feb 25Dividend reduced to ฿0.20Dividend of ฿0.20 is 20% lower than last year. Ex-date: 9th March 2026 Payment date: 15th May 2026 Dividend yield will be 7.1%, which is lower than the industry average of 15%. Sustainability & Growth Dividend is covered by both earnings (65% earnings payout ratio) and cash flows (32% cash payout ratio). The dividend has increased by an average of 5.9% per year over the past 9 years. However, payments have been volatile during that time. Earnings per share has grown by 8.6% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
お知らせ • Feb 24+ 1 more updateAma Marine Public Company Limited Proposes Cash Dividend on Common Shares for the Operating Period from 01 January 2025 to 31 December 2025, Payable 15 May 2026Ama Marine Public Company Limited at its AGM, to be held on 23 April, 2026, proposed cash dividend of THB 0.20 per share on common shares for the Operating period from 01 January 2025 to 31 December 2025 . Record date for the right to receive dividends is 10 March 2026. Ex-dividend date is 09 March 2026. Payment date is 15 May 2026.
Upcoming Dividend • Nov 19Upcoming dividend of ฿0.10 per shareEligible shareholders must have bought the stock before 26 November 2025. Payment date: 09 December 2025. Payout ratio is a comfortable 65% and this is well supported by cash flows. Trailing yield: 11%. Within top quartile of Thai dividend payers (8.1%). Higher than average of industry peers (7.7%).
Reported Earnings • Aug 09Second quarter 2025 earnings released: EPS: ฿0.12 (vs ฿0.24 in 2Q 2024)Second quarter 2025 results: EPS: ฿0.12 (down from ฿0.24 in 2Q 2024). Revenue: ฿730.1m (down 12% from 2Q 2024). Net income: ฿62.9m (down 50% from 2Q 2024). Profit margin: 8.6% (down from 15% in 2Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 4% per year whereas the company’s share price has fallen by 1% per year.
Reported Earnings • May 14First quarter 2025 earnings released: EPS: ฿0.13 (vs ฿0.091 in 1Q 2024)First quarter 2025 results: EPS: ฿0.13 (up from ฿0.091 in 1Q 2024). Revenue: ฿755.6m (down 3.0% from 1Q 2024). Net income: ฿68.3m (up 45% from 1Q 2024). Profit margin: 9.0% (up from 6.1% in 1Q 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
お知らせ • Apr 25Ama Marine Public Company Limited Approves the Election of Pornsarun Rungcharoenkitkul as DirectorAMA Marine Public Company Limited announced main resolution of the 2025 Annual General Meeting of Shareholders held on April 24, 2025 as follows: approved the appointment of Mrs. Pornsarun Rungcharoenkitkul to replace Mrs. Malinee Sumboonnanondha, a director who was to retire by rotation.
Declared Dividend • Feb 26Final dividend of ฿0.25 announcedDividend of ฿0.25 is the same as last year. Ex-date: 7th March 2025 Payment date: 15th May 2025 Dividend yield will be 10%, which is lower than the industry average of 15%. Sustainability & Growth Dividend is covered by both earnings (69% earnings payout ratio) and cash flows (49% cash payout ratio). The dividend has increased by an average of 10% per year over the past 8 years. However, payments have been volatile during that time. Earnings per share has grown by 13% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Reported Earnings • Feb 25Full year 2024 earnings released: EPS: ฿0.65 (vs ฿0.59 in FY 2023)Full year 2024 results: EPS: ฿0.65 (up from ฿0.59 in FY 2023). Revenue: ฿3.16b (up 3.5% from FY 2023). Net income: ฿337.5m (up 9.7% from FY 2023). Profit margin: 11% (in line with FY 2023). Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
お知らせ • Feb 24+ 2 more updatesAma Marine Public Company Limited, Annual General Meeting, Apr 24, 2025Ama Marine Public Company Limited, Annual General Meeting, Apr 24, 2025, at 14:00 SE Asia Standard Time. Location: avani ratchada bangkok, Thailand
Reported Earnings • Nov 17Third quarter 2024 earnings released: EPS: ฿0.12 (vs ฿0.17 in 3Q 2023)Third quarter 2024 results: EPS: ฿0.12 (down from ฿0.17 in 3Q 2023). Revenue: ฿742.2m (down 2.0% from 3Q 2023). Net income: ฿60.2m (down 30% from 3Q 2023). Profit margin: 8.1% (down from 11% in 3Q 2023). The decrease in margin was primarily driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.
Buy Or Sell Opportunity • Nov 06Now 20% undervaluedOver the last 90 days, the stock has risen 1.4% to ฿4.24. The fair value is estimated to be ฿5.31, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 30%.
Buy Or Sell Opportunity • Aug 23Now 20% undervaluedOver the last 90 days, the stock has risen 2.4% to ฿4.22. The fair value is estimated to be ฿5.30, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 30%.
Upcoming Dividend • Aug 15Upcoming dividend of ฿0.20 per shareEligible shareholders must have bought the stock before 22 August 2024. Payment date: 05 September 2024. Payout ratio is a comfortable 59% and this is well supported by cash flows. Trailing yield: 9.1%. Within top quartile of Thai dividend payers (7.0%). Higher than average of industry peers (4.6%).
Reported Earnings • Aug 10Second quarter 2024 earnings released: EPS: ฿0.24 (vs ฿0.099 in 2Q 2023)Second quarter 2024 results: EPS: ฿0.24 (up from ฿0.099 in 2Q 2023). Revenue: ฿829.9m (up 16% from 2Q 2023). Net income: ฿125.5m (up 145% from 2Q 2023). Profit margin: 15% (up from 7.2% in 2Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
お知らせ • Aug 10Ama Marine Public Company Limited Approves the Interim Cash Dividend, Payable on September 5, 2024Ama Marine Public Company Limited approved the interim cash dividend of THB 0.20. Payment date is September 5, 2024. Record date for the right to receive dividends is August 23, 2024. Ex-dividend date is August 22, 2024.
New Risk • May 28New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 8.9% Last year net profit margin: 16% 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 Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (8.9% net profit margin). Market cap is less than US$100m (฿2.12b market cap, or US$58.1m).
Reported Earnings • May 12First quarter 2024 earnings released: EPS: ฿0.091 (vs ฿0.15 in 1Q 2023)First quarter 2024 results: EPS: ฿0.091 (down from ฿0.15 in 1Q 2023). Revenue: ฿779.1m (up 3.3% from 1Q 2023). Net income: ฿47.1m (down 41% from 1Q 2023). Profit margin: 6.1% (down from 11% in 1Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.
Buy Or Sell Opportunity • May 02Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 2.3% to ฿4.34. The fair value is estimated to be ฿5.46, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last 3 years. Earnings per share has grown by 43%.
Buy Or Sell Opportunity • Apr 03Now 21% undervaluedOver the last 90 days, the stock has risen 2.8% to ฿4.36. The fair value is estimated to be ฿5.50, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last 3 years. Earnings per share has grown by 43%.
Buy Or Sell Opportunity • Mar 07Now 21% undervaluedOver the last 90 days, the stock has risen 8.3% to ฿4.46. The fair value is estimated to be ฿5.65, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last 3 years. Earnings per share has grown by 43%.
Upcoming Dividend • Feb 29Upcoming dividend of ฿0.25 per shareEligible shareholders must have bought the stock before 07 March 2024. Payment date: 17 May 2024. Payout ratio is a comfortable 67% and this is well supported by cash flows. Trailing yield: 8.0%. Within top quartile of Thai dividend payers (6.3%). Lower than average of industry peers (13%).
Declared Dividend • Feb 26Final dividend of ฿0.25 announcedShareholders will receive a dividend of ฿0.25. Ex-date: 7th March 2024 Payment date: 17th May 2024 Dividend yield will be 8.1%, which is lower than the industry average of 15%. Sustainability & Growth Dividend is covered by both earnings (49% earnings payout ratio) and cash flows (69% cash payout ratio). The dividend has increased by an average of 13% per year over the past 7 years. However, payments have been volatile during that time. Earnings per share has grown by 28% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
お知らせ • Feb 23Ama Marine Public Company Limited, Annual General Meeting, Apr 23, 2024Ama Marine Public Company Limited, Annual General Meeting, Apr 23, 2024, at 14:00 SE Asia Standard Time. Location: ortune Meeting room, Fl.3, Grand Fortune Hotel Bangkok no. 1, Rajadapisek Road Din Daeng Bangkok Thailand Agenda: To consider and approve the Statement of Financial Position and the Profit & Loss Statements of the Company for the Fiscal Year Ended 31 December 2023; to consider and approve the dividend payment for the year 2023; to consider and approve the election of directors who will be retired by rotation; and to consider other matters.
Reported Earnings • Feb 23Full year 2023 earnings released: EPS: ฿0.59 (vs ฿0.89 in FY 2022)Full year 2023 results: EPS: ฿0.59 (down from ฿0.89 in FY 2022). Revenue: ฿3.05b (down 5.4% from FY 2022). Net income: ฿307.6m (down 34% from FY 2022). Profit margin: 10% (down from 14% in FY 2022). Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
お知らせ • Feb 22Ama Marine Public Company Limited Proposes Remaining Dividend for the Year 2023, Payable on May 17, 2024Ama Marine Public Company Limited proposed the remaining dividend payment for the period 2023 at the rate of THB 0.25 per share for the total amount of THB 129,479,193.25. The total dividends payments will be paid from net profit and retained earnings which are exempt from BOI tax privileges. Shareholders are not subject to withholding tax and cannot be credited for tax. The dividend payment will be made to the shareholders whose names appear on the date on which the recorded shareholders are entitled to receive the dividend on 8 March 2024. The dividend will be paid on 17 May 2024.
Buying Opportunity • Jan 09Now 20% undervaluedOver the last 90 days, the stock is up 3.4%. The fair value is estimated to be ฿5.40, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 26% over the last 3 years. Earnings per share has grown by 48%.
Upcoming Dividend • Nov 16Upcoming dividend of ฿0.15 per share at 12% yieldEligible shareholders must have bought the stock before 23 November 2023. Payment date: 07 December 2023. Payout ratio is a comfortable 49% and this is well supported by cash flows. Trailing yield: 12%. Within top quartile of Thai dividend payers (6.8%). Lower than average of industry peers (15%).
Reported Earnings • Nov 14Third quarter 2023 earnings released: EPS: ฿0.17 (vs ฿0.36 in 3Q 2022)Third quarter 2023 results: EPS: ฿0.17 (down from ฿0.36 in 3Q 2022). Revenue: ฿757.1m (down 20% from 3Q 2022). Net income: ฿85.6m (down 54% from 3Q 2022). Profit margin: 11% (down from 20% in 3Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
お知らせ • Nov 11Ama Marine Public Company Limited Approves the Interim Dividend Payment, Payable on 7 December 2023Ama Marine Public Company Limited approved cash interim dividend of THB 0.15 per share. Ex-dividend date is 23 November 2023. Payment date is 07 December 2023. Record date for the right to receive dividends is 24 November 2023.
Buying Opportunity • Oct 09Now 24% undervalued after recent price dropOver the last 90 days, the stock is down 8.1%. The fair value is estimated to be ฿5.36, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 25% over the last 3 years. Earnings per share has grown by 48%.
Reported Earnings • Aug 09Second quarter 2023 earnings released: EPS: ฿0.099 (vs ฿0.14 in 2Q 2022)Second quarter 2023 results: EPS: ฿0.099 (down from ฿0.14 in 2Q 2022). Revenue: ฿713.1m (flat on 2Q 2022). Net income: ฿51.2m (down 28% from 2Q 2022). Profit margin: 7.2% (down from 10.0% in 2Q 2022). Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
Reported Earnings • May 13First quarter 2023 earnings released: EPS: ฿0.15 (vs ฿0.001 loss in 1Q 2022)First quarter 2023 results: EPS: ฿0.15 (up from ฿0.001 loss in 1Q 2022). Revenue: ฿754.3m (up 26% from 1Q 2022). Net income: ฿80.2m (up ฿80.6m from 1Q 2022). Profit margin: 11% (up from net loss in 1Q 2022). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Mar 01Upcoming dividend of ฿0.25 per share at 8.8% yieldEligible shareholders must have bought the stock before 08 March 2023. Payment date: 15 May 2023. Payout ratio is a comfortable 45% and this is well supported by cash flows. Trailing yield: 8.8%. Within top quartile of Thai dividend payers (5.6%). Lower than average of industry peers (19%).
Reported Earnings • Feb 27Full year 2022 earnings released: EPS: ฿0.89 (vs ฿0.30 in FY 2021)Full year 2022 results: EPS: ฿0.89 (up from ฿0.30 in FY 2021). Revenue: ฿3.22b (up 54% from FY 2021). Net income: ฿462.4m (up 201% from FY 2021). Profit margin: 14% (up from 7.3% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Dec 01Upcoming dividend of ฿0.15 per shareEligible shareholders must have bought the stock before 08 December 2022. Payment date: 22 December 2022. Trailing yield: 5.3%. Lower than top quartile of Thai dividend payers (5.5%). Lower than average of industry peers (19%).
お知らせ • Nov 24Ama Marine Public Company Limited Announces Interim Cash Dividend, Payable on 22 December 2022Ama Marine Public Company Limited announced interim cash dividend of 0.15 (baht per share) Par value 0.50 (baht). Scheduled dates are as follows: Ex-dividend date 08 December 2022, Record date for the right to receive dividends 09 December 2022 and Payment date 22 December 2022.
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 6 non-independent directors. Independent Director Asdsathai Rattanadilok Phuket was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Buying Opportunity • Nov 11Now 25% undervaluedOver the last 90 days, the stock is up 32%. The fair value is estimated to be ฿7.77, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.5% over the last 3 years, while earnings per share has been flat.
お知らせ • Nov 11Ama Marine Public Company Limited Appoints Chaiwat Thongkamkoon as Chairman / Independent Director, Effective December 1, 2022Ama Marine Public Company Limited announced that Mr. Kasem Vejasilpa has resigned from position of Director of the Company effective on November 30, 2022 and its Board of Directors' Meeting No. 4/2022 held on November 10, 2022 has resolved to appoint Mr. Chaiwat Thongkamkoon as Chairman /Independent Director. The appointment will be effective from December 1, 2022 and they both will serve the remaining terms.
お知らせ • Nov 04Ama Marine Public Company Limited Announces Resignation of Kasem Vejasilpa as Chairman / Independent Director, Effective from November 30, 2022AMA Marine Public Company Limited announced that Mr. Kasem Vejasilpa Chairman /Independent Director has resigned is effective since November 30, 2022.
Valuation Update With 7 Day Price Move • Sep 13Investor sentiment improved over the past weekAfter last week's 15% share price gain to ฿5.15, the stock trades at a trailing P/E ratio of 15.6x. Average trailing P/E is 7x in the Shipping industry in Asia. Total loss to shareholders of 20% over the past three years.
Reported Earnings • Aug 15Second quarter 2022 earnings released: EPS: ฿0.14 (vs ฿0.088 in 2Q 2021)Second quarter 2022 results: EPS: ฿0.14 (up from ฿0.088 in 2Q 2021). Revenue: ฿712.0m (up 44% from 2Q 2021). Net income: ฿71.2m (up 57% from 2Q 2021). Profit margin: 10.0% (in line with 2Q 2021). Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has fallen by 17% per year, which means it is performing significantly worse than earnings.
Reported Earnings • May 15First quarter 2022 earnings released: ฿0.001 loss per share (vs ฿0.016 profit in 1Q 2021)First quarter 2022 results: ฿0.001 loss per share (down from ฿0.016 profit in 1Q 2021). Revenue: ฿600.6m (up 41% from 1Q 2021). Net loss: ฿475.4k (down 106% from profit in 1Q 2021). Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has increased by 2% per year.
Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 6 non-independent directors. Independent Director Asdsathai Rattanadilok Phuket was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Feb 25Ama Marine Public Company Limited, Annual General Meeting, Apr 07, 2022Ama Marine Public Company Limited, Annual General Meeting, Apr 07, 2022, at 07:00 Coordinated Universal Time. Agenda: To consider and adopt the Minutes of the 2021 Annual General Meeting of Shareholders held on 8 April 2021; to acknowledge the operating results and Form 56-1 One Report for the Year 2021; to consider and approve the Statement of Financial Position and the Profit & Loss Statements of the Company for the Fiscal Year Ended 31 December 2021; to consider and approve the Omission of dividend payment for the year 2021; to consider and approve the election of directors who will be retired by rotation; to consider and approve the remuneration of the Board of Directors and the Sub-Committees for the year 2022; to consider and approve the appointment of Company's auditor for the year 2022 and determination of the audit fee; to consider and approve the amendment to the Company's Article 24. and 28. as well as the addition of new Articles 25 and 29; and to discuss other matters if any.
Reported Earnings • Feb 24Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: ฿0.30 (down from ฿0.33 in FY 2020). Revenue: ฿2.09b (up 16% from FY 2020). Net income: ฿153.5m (down 9.9% from FY 2020). Profit margin: 7.3% (down from 9.4% in FY 2020). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 14%. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Nov 11Third quarter 2021 earnings released: EPS ฿0.095 (vs ฿0.14 in 3Q 2020)The company reported a soft third quarter result with weaker earnings and profit margins, although revenues improved. Third quarter 2021 results: Revenue: ฿521.0m (up 15% from 3Q 2020). Net income: ฿49.0m (down 31% from 3Q 2020). Profit margin: 9.4% (down from 16% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Sep 14Investor sentiment improved over the past weekAfter last week's 15% share price gain to ฿6.00, the stock trades at a trailing P/E ratio of 18.9x. Average trailing P/E is 14x in the Shipping industry in Asia. Total returns to shareholders of 9.0% over the past three years.
Reported Earnings • Aug 11Second quarter 2021 earnings released: EPS ฿0.088 (vs ฿0.10 in 2Q 2020)The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2021 results: Revenue: ฿494.9m (up 6.5% from 2Q 2020). Net income: ฿45.5m (down 17% from 2Q 2020). Profit margin: 9.2% (down from 12% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
Executive Departure • May 21Independent Director has left the companyOn the 10th of May, Chatchai Sritipphayaraj's tenure in the role of Independent Director ended. We don't have any record of a personal shareholding under Chatchai's name. Chatchai is the only executive to leave the company over the last 12 months.
Reported Earnings • May 12First quarter 2021 earnings released: EPS ฿0.016 (vs ฿0.01 in 1Q 2020)The company reported a decent first quarter result with improved earnings and profit margins, although revenues were weaker. First quarter 2021 results: Revenue: ฿425.6m (down 6.9% from 1Q 2020). Net income: ฿8.19m (up 63% from 1Q 2020). Profit margin: 1.9% (up from 1.1% in 1Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Mar 22Investor sentiment improved over the past weekAfter last week's 15% share price gain to ฿6.80, the stock trades at a trailing P/E ratio of 20.7x. Average trailing P/E is 17x in the Shipping industry in Asia. Total loss to shareholders of 43% over the past three years.
Upcoming Dividend • Mar 01Upcoming Dividend of ฿0.20 Per ShareWill be paid on the 7th of May to those who are registered shareholders by the 8th of March. The trailing yield of 3.7% is below the top quartile of Thai dividend payers (5.9%), but it is higher than industry peers (2.8%).
Reported Earnings • Feb 25Full year 2020 earnings released: EPS ฿0.33 (vs ฿0.35 in FY 2019)The company reported a poor full year result with weaker earnings and revenues, although profit margins were flat. Full year 2020 results: Revenue: ฿1.81b (down 4.9% from FY 2019). Net income: ฿170.3m (down 5.6% from FY 2019). Profit margin: 9.4% (in line with FY 2019). Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has fallen by 27% per year, which means it is performing significantly worse than earnings.
お知らせ • Feb 24Ama Marine Public Company Limited, Annual General Meeting, Aug 04, 2021Ama Marine Public Company Limited, Annual General Meeting, Aug 04, 2021, at 07:00 Coordinated Universal Time. Location: at ASEAN AMPHITHEATRE room, SEAC Learning Center no. 2525 Building 2 FYI Center, Room No. 2/301-2/310, 3rd floor, Rama 4 Road, Klongtoey, Klongtoey Bangkok Thailand Agenda: To consider and adopt the Minutes of the 2020 Annual General Meeting of Shareholders held on 23 July 2020; to acknowledge the operating results and the Annual Report for the Year 2020; to consider and approve the Statement of Financial Position and the Profit & Loss Statements of the Company for the Fiscal Year Ended 31 December 2020; to consider and approve the dividend payment for the year 2020; to consider and approve the election of directors who will be retired by rotation; to consider and approve the remuneration of the Board of Directors and the Sub- Committees for the year 2021; to consider and approve the appointment of Company's auditor for the year 2021 and determination of the audit fee; and to consider the other matters.
Is New 90 Day High Low • Dec 15New 90-day high: ฿5.90The company is up 40% from its price of ฿4.20 on 16 September 2020. The Thai market is up 15% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Shipping industry, which is up 81% over the same period.
Is New 90 Day High Low • Nov 19New 90-day high: ฿5.50The company is up 11% from its price of ฿4.96 on 21 August 2020. The Thai market is up 6.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Shipping industry, which is up 58% over the same period.
Reported Earnings • Nov 07Third quarter 2020 earnings released: EPS ฿0.14The company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2020 results: Revenue: ฿452.3m (down 2.1% from 3Q 2019). Net income: ฿71.4m (up 54% from 3Q 2019). Profit margin: 16% (up from 10.0% in 3Q 2019). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has fallen by 29% per year, which means it is performing significantly worse than earnings.