View ValuationSCGJWD Logistics 将来の成長Future 基準チェック /16SCGJWD Logistics利益と収益がそれぞれ年間10.3%と5.5%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に5.7% 9.2%なると予測されています。主要情報10.3%収益成長率9.17%EPS成長率Logistics 収益成長14.4%収益成長率5.5%将来の株主資本利益率5.73%アナリストカバレッジGood最終更新日15 May 2026今後の成長に関する最新情報Major Estimate Revision • Aug 22Consensus EPS estimates increase by 11%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from ฿25.8b to ฿26.0b. EPS estimate increased from ฿0.533 to ฿0.592 per share. Net income forecast to grow 1.4% next year vs 18% growth forecast for Logistics industry in Thailand. Consensus price target up from ฿10.58 to ฿11.55. Share price rose 7.9% to ฿10.30 over the past week.Major Estimate Revision • Mar 07Consensus EPS estimates fall by 11%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from ฿26.6b to ฿26.2b. EPS estimate also fell from ฿0.576 per share to ฿0.515 per share. Net income forecast to shrink 17% next year vs 14% growth forecast for Logistics industry in Thailand . Consensus price target down from ฿13.96 to ฿12.20. Share price rose 5.2% to ฿7.10 over the past week.Price Target Changed • Mar 06Price target decreased by 13% to ฿12.20Down from ฿13.96, the current price target is an average from 5 analysts. New target price is 73% above last closing price of ฿7.05. Stock is down 57% over the past year. The company is forecast to post earnings per share of ฿0.52 for next year compared to ฿0.62 last year.Price Target Changed • Feb 15Price target decreased by 18% to ฿13.96Down from ฿17.06, the current price target is an average from 5 analysts. New target price is 89% above last closing price of ฿7.40. Stock is down 53% over the past year. The company is forecast to post earnings per share of ฿0.53 for next year compared to ฿0.44 last year.Major Estimate Revision • Aug 21Consensus EPS estimates fall by 31%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate fell from ฿0.60 to ฿0.417 per share. Revenue forecast steady at ฿24.7b. Net income forecast to grow 79% next year vs 16% growth forecast for Logistics industry in Thailand. Consensus price target down from ฿21.70 to ฿19.13. Share price was steady at ฿14.60 over the past week.Price Target Changed • Aug 19Price target decreased by 12% to ฿19.13Down from ฿21.70, the current price target is an average from 3 analysts. New target price is 34% above last closing price of ฿14.30. Stock is down 16% over the past year. The company is forecast to post earnings per share of ฿0.42 for next year compared to ฿0.49 last year.すべての更新を表示Recent updatesReported Earnings • May 17First quarter 2026 earnings: EPS exceeds analyst expectationsFirst quarter 2026 results: EPS: ฿0.15 (down from ฿0.20 in 1Q 2025). Revenue: ฿6.30b (down 1.7% from 1Q 2025). Net income: ฿276.5m (down 24% from 1Q 2025). Profit margin: 4.4% (down from 5.7% in 1Q 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 4.7%. Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the Logistics industry in Asia. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has fallen by 24% per year, which means it is significantly lagging earnings.New Risk • May 15New 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 7.1% 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 Interest payments are not well covered by earnings (2.4x net interest cover). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (7.1% average weekly change).Upcoming Dividend • Apr 23Upcoming dividend of ฿0.30 per shareEligible shareholders must have bought the stock before 30 April 2026. Payment date: 20 May 2026. Payout ratio is a comfortable 61% and this is well supported by cash flows. Trailing yield: 5.2%. Lower than top quartile of Thai dividend payers (7.5%). In line with average of industry peers (5.6%).New Risk • Mar 02New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 6.8% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.4x net interest cover). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.Declared Dividend • Feb 28Final dividend of ฿0.30 announcedShareholders will receive a dividend of ฿0.30. Ex-date: 30th April 2026 Payment date: 20th May 2026 Dividend yield will be 4.5%, which is lower than the industry average of 7.4%. Sustainability & Growth Dividend is covered by both earnings (63% earnings payout ratio) and cash flows (19% cash payout ratio). The dividend has increased by an average of 24% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 23% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Feb 27Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: ฿0.65 (up from ฿0.62 in FY 2024). Revenue: ฿25.4b (up 2.9% from FY 2024). Net income: ฿1.17b (up 4.7% from FY 2024). Profit margin: 4.6% (up from 4.5% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 5.2%. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the Logistics industry in Asia. 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 23% per year, which means it is significantly lagging earnings.お知らせ • Feb 26SCGJWD Logistics Public Company Limited Proposes Dividend for the Operating Period from 1 January 2025 to 31 December, 2025, Payable on 20 May 2026SCGJWD Logistics Public Company Limited at the AGM to be held on 23 April 2026 the Board of Directors has resolved to propose to the Annual General Meeting of Shareholders for consideration and approval the dividend payment for the year 2025 at the rate of THB 0.40 per share, totaling THB 710.61 million. The dividend shall be paid from the net profit of the separate financial statements for the operating period from 1 January 2025 to 31 December 2025, representing 96.86% of the net profit based on the separate financial statements, or 60.63% of the net profit based on the consolidated financial statements. The Company has already paid an interim dividend for the first half of the year at the rate of THB 0.10 per share, amounting to THB 177.65 million, on 12 September 2025, pursuant to the resolution of the Board of Directors' Meeting No. 4/2025 held on 14 August 2025. The remaining final dividend shall be paid at the rate of THB 0.30 per share, totaling approximately THB 532.96 million, in accordance with the Company's dividend policy. The total of dividend shall be deducted withholding tax at the rate as prescribed by law. The Company has determined the date on which the recorded shareholders are entitled to receive the dividend (Record Date) to be on 5 May 2026. The dividend payment shall be made on 20 May 2026.お知らせ • Feb 25SCGJWD Logistics Public Company Limited, Annual General Meeting, Apr 23, 2026SCGJWD Logistics Public Company Limited, Annual General Meeting, Apr 23, 2026, at 13:30 SE Asia Standard Time. Location: hybrid meeting, banthat thong meeting room, 6th floor workspace, mespace self storage siam building, 188/72, chulalongkorn soi 16, banthat thong rd., wang mai, pathum wan, bangkok ThailandReported Earnings • Nov 15Third quarter 2025 earnings: EPS and revenues exceed analyst expectationsThird quarter 2025 results: EPS: ฿0.14 (in line with 3Q 2024). Revenue: ฿6.24b (flat on 3Q 2024). Net income: ฿257.8m (up 1.2% from 3Q 2024). Profit margin: 4.1% (in line with 3Q 2024). Revenue exceeded analyst estimates by 1.0%. Earnings per share (EPS) also surpassed analyst estimates by 7.7%. Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the Logistics industry in Asia. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 27% per year, which means it is significantly lagging earnings.Buy Or Sell Opportunity • Sep 05Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 17% to ฿10.20. The fair value is estimated to be ฿8.30, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 44% over the last 3 years. Earnings per share has grown by 9.1%. Revenue is forecast to grow by 8.4% in 2 years. Earnings are forecast to grow by 14% in the next 2 years.Major Estimate Revision • Aug 22Consensus EPS estimates increase by 11%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from ฿25.8b to ฿26.0b. EPS estimate increased from ฿0.533 to ฿0.592 per share. Net income forecast to grow 1.4% next year vs 18% growth forecast for Logistics industry in Thailand. Consensus price target up from ฿10.58 to ฿11.55. Share price rose 7.9% to ฿10.30 over the past week.Upcoming Dividend • Aug 21Upcoming dividend of ฿0.10 per shareEligible shareholders must have bought the stock before 28 August 2025. Payment date: 12 September 2025. Payout ratio is a comfortable 46% and this is well supported by cash flows. Trailing yield: 2.8%. Lower than top quartile of Thai dividend payers (7.9%). Lower than average of industry peers (4.3%).Reported Earnings • Aug 16Second quarter 2025 earnings: Revenues and EPS in line with analyst expectationsSecond quarter 2025 results: EPS: ฿0.16 (down from ฿0.28 in 2Q 2024). Revenue: ฿6.42b (up 10% from 2Q 2024). Net income: ฿282.5m (down 45% from 2Q 2024). Profit margin: 4.4% (down from 8.8% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 7.6% growth forecast for the Logistics industry in Asia. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.Buy Or Sell Opportunity • Aug 16Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 16% to ฿9.55. The fair value is estimated to be ฿7.81, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 44% over the last 3 years. Earnings per share has grown by 9.1%. Revenue is forecast to grow by 6.3% in 2 years. Earnings are forecast to decline by 2.0% in the next 2 years.New Risk • May 09New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.3% per year for the foreseeable future. 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 expected to decline, then in most cases the share price will decline over time as well. 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 Interest payments are not well covered by earnings (1.6x net interest cover). Earnings are forecast to decline by an average of 0.3% per year for the foreseeable future. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.Upcoming Dividend • Apr 30Upcoming dividend of ฿0.28 per shareEligible shareholders must have bought the stock before 07 May 2025. Payment date: 23 May 2025. Payout ratio is a comfortable 45% and this is well supported by cash flows. Trailing yield: 3.5%. Lower than top quartile of Thai dividend payers (7.9%). Lower than average of industry peers (5.1%).お知らせ • Apr 30SCGJWD Logistics Public Company Limited Approves to Pay Cash Dividend for the Operating Period from 1 January 2024 to 31 December 2024, Payable on 23 May 2025SCGJWD Logistics Public Company Limited has convened the Annual General Meeting of Shareholders for the year 2025 on 29 April 2025 approved to pay dividend by cash at the rate of THB 0.28 per share or the amount of approximately THB 507.09 million or being 93.74% of the net profit in the separate financial statements operating period from 1 January 2024 to 31 December 2024, or 45.31% of the net profit in the consolidated financial statements which is in accordance with the dividend payment policy. The dividend shall be paid out of the net profit of the separate financial statement. The total of dividend shall be deducted withholding tax at the rate as prescribed by law. The Company has determined the date on which the recorded shareholders are entitled to receive the dividend (Record Date) to be on 8 May 2025. The dividend payment shall be made on 23 May 2025.お知らせ • Apr 28+ 2 more updatesSCGJWD Logistics Public Company Limited to Report Q2, 2025 Results on Aug 15, 2025SCGJWD Logistics Public Company Limited announced that they will report Q2, 2025 results on Aug 15, 2025お知らせ • Apr 19SCGJWD Logistics Public Company Limited (SET:SJWD) announces an Equity Buyback for 50,000,000 shares, representing 2.76% for THB 300 million.SCGJWD Logistics Public Company Limited (SET:SJWD) announces a share repurchase program. Under the program the company will repurchase up to 50,000,000 shares, representing 2.76% of the issued capital for THB 300 million. The repurchase price shall not exceed 115% of the average closing price in the period of five consecutive days prior to each repurchase date. The purpose of the share buyback is to ensure the Company’s excess liquidity management is conducted for the utmost benefit, to increase the return on equity (ROE) and the earnings per share (EPS) and enabling the future share price to reflect the Company’s true value. The program will expire on October 22, 2025. As of March 19, 2024, the company had 1,811,020,306 shares in issue.New Risk • Apr 16New 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 7.4% 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 Interest payments are not well covered by earnings (1.6x net interest cover). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (7.4% average weekly change).Valuation Update With 7 Day Price Move • Apr 09Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to ฿5.90, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 7x in the Logistics industry in Thailand. Total loss to shareholders of 60% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ฿5.52 per share.Buy Or Sell Opportunity • Mar 21Now 21% overvaluedOver the last 90 days, the stock has fallen 30% to ฿7.20. The fair value is estimated to be ฿5.96, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 58% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 5.9% per annum. Earnings are also forecast to grow by 2.6% per annum over the same time period.Major Estimate Revision • Mar 07Consensus EPS estimates fall by 11%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from ฿26.6b to ฿26.2b. EPS estimate also fell from ฿0.576 per share to ฿0.515 per share. Net income forecast to shrink 17% next year vs 14% growth forecast for Logistics industry in Thailand . Consensus price target down from ฿13.96 to ฿12.20. Share price rose 5.2% to ฿7.10 over the past week.Buy Or Sell Opportunity • Mar 07Now 20% overvaluedOver the last 90 days, the stock has fallen 37% to ฿7.10. The fair value is estimated to be ฿5.91, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 58% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 5.9% per annum. Earnings are also forecast to grow by 2.6% per annum over the same time period.Price Target Changed • Mar 06Price target decreased by 13% to ฿12.20Down from ฿13.96, the current price target is an average from 5 analysts. New target price is 73% above last closing price of ฿7.05. Stock is down 57% over the past year. The company is forecast to post earnings per share of ฿0.52 for next year compared to ฿0.62 last year.Declared Dividend • Mar 02Dividend increased to ฿0.28Dividend of ฿0.28 is 12% higher than last year. Ex-date: 7th May 2025 Payment date: 23rd May 2025 Dividend yield will be 4.1%, which is lower than the industry average of 7.4%. Sustainability & Growth Dividend is well covered by both earnings (38% earnings payout ratio) and cash flows (39% cash payout ratio). The dividend has increased by an average of 30% per year over the past 9 years. However, payments have been volatile during that time. EPS is expected to grow by 9.1% over the next 2 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Mar 01Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: ฿0.62 (up from ฿0.44 in FY 2023). Revenue: ฿24.7b (up 3.3% from FY 2023). Net income: ฿1.12b (up 47% from FY 2023). Profit margin: 4.5% (up from 3.2% in FY 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 12%. Revenue is forecast to grow 6.3% p.a. on average during the next 2 years, compared to a 6.2% growth forecast for the Logistics industry in Thailand. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has fallen by 28% per year, which means it is significantly lagging earnings.お知らせ • Feb 28+ 2 more updatesSCGJWD Logistics Public Company Limited Proposes Cash Dividend for the Period from January 1, 2024 to December 31, 2024, Payable on May 23, 2025SCGJWD Logistics Public Company Limited proposed Cash dividend payment THB 0.28 per share to be Paid from Operating period from January 1, 2024 to December 31, 2024. Record date for the right to receive dividends is May 08, 2025. Ex-dividend date is 07 May, 2025. Payment date is May 23, 2025.Price Target Changed • Feb 15Price target decreased by 18% to ฿13.96Down from ฿17.06, the current price target is an average from 5 analysts. New target price is 89% above last closing price of ฿7.40. Stock is down 53% over the past year. The company is forecast to post earnings per share of ฿0.53 for next year compared to ฿0.44 last year.お知らせ • Feb 04SCGJWD Logistics Public Company Limited Announces Resignation of Kalin Sarasin as DirectorSCGJWD Logistics Public Company Limited announced that Mr. Kalin Sarasin has resigned from his position as director due to other commitments that may affect his ability to perform his duties effectively. The resignation will be effective from 31 January 2025 onwards.New Risk • Jan 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 6.0% 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 Interest payments are not well covered by earnings (1.8x net interest cover). Minor Risk Share price has been volatile over the past 3 months (6.0% average weekly change).Buy Or Sell Opportunity • Dec 26Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 17% to ฿9.85. The fair value is estimated to be ฿12.60, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 63% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 14% in 2 years. Earnings are forecast to grow by 5.3% in the next 2 years.お知らせ • Oct 02SCGJWD Logistics Public Company Limited Announces the Resignation of Ariya Banomyong as Independent Director and Member of the Nomination, Remuneration, Corporate Governance, and Sustainable Development CommitteeSCGJWD Logistics Public Company Limited announced that Mr. Ariya Banomyong has resigned from his position as Independent Director and Member of the Nomination, Remuneration, Corporate Governance, and Sustainable Development Committee due to personal commitments. The resignation will be effective from 1 October 2024 onwards. The Nomination, Remuneration, Corporate Governance, and Sustainable Development Committee will next identify qualified candidates and submit them to the Board of Directors for approval. The Company will update the Stock Exchange of Thailand and investors accordingly at the earliest opportunity.Board Change • Sep 25Less than half of directors are independentThere are 8 new directors who have joined the board in the last 3 years. Of these new board members, 4 were independent directors. The company's board is composed of: 5 independent directors. 7 non-independent directors. Independent Director Jiraphant Asvatanakul was the last independent director to join the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.Reported Earnings • May 11First quarter 2024 earnings released: EPS: ฿0.18 (vs ฿0.16 in 1Q 2023)First quarter 2024 results: EPS: ฿0.18. Revenue: ฿6.28b (up 28% from 1Q 2023). Net income: ฿164.1m (down 29% from 1Q 2023). Profit margin: 2.6% (down from 4.7% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Logistics industry in Thailand.Upcoming Dividend • May 02Upcoming dividend of ฿0.25 per shareEligible shareholders must have bought the stock before 09 May 2024. Payment date: 27 May 2024. Payout ratio is a comfortable 56% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of Thai dividend payers (6.0%). Lower than average of industry peers (2.2%).お知らせ • Apr 30SCGJWD Logistics Public Company Limited Approves Dividend for the Year Ended 31 December 2023, Payable on 27 May 2024SCGJWD Logistics Public Company Limited at its AGM held on April 29, 2024, approved dividend by cash at the rate of THB 0.25 per share or the amount of approximately THB 452.75 million or being 87.86% of the net profit in the separate financial statements operating period from 1 January 2023 to 31 December 2023, or 59.47% of the net profit in the consolidated financial statements which is in accordance with the dividend payment policy. The dividend shall be paid out of the net profit of the separate financial statement operating period from 1 January 2023 to 31 December 2023. The Company has determined the date on which the recorded shareholders are entitled to receive the dividend (Record Date) to be on 10 May 2024. The dividend payment shall be made on 27 May 2024.Buy Or Sell Opportunity • Mar 19Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 13% to ฿16.40. The fair value is estimated to be ฿13.45, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 64% over the last 3 years. Earnings per share has grown by 7.8%. For the next 3 years, revenue is forecast to grow by 8.2% per annum. Earnings are also forecast to grow by 22% per annum over the same time period.Reported Earnings • Mar 02Full year 2023 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2023 results: EPS: ฿0.44. Revenue: ฿24.0b (up 302% from FY 2022). Net income: ฿761.3m (up 51% from FY 2022). Profit margin: 3.2% (down from 8.5% in FY 2022). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 2.8%. Earnings per share (EPS) exceeded analyst estimates by 5.4%. Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Logistics industry in Thailand.お知らせ • Mar 02SCGJWD Logistics Public Company Limited, Annual General Meeting, Apr 29, 2024SCGJWD Logistics Public Company Limited, Annual General Meeting, Apr 29, 2024, at 10:30 SE Asia Standard Time. Location: Banthat Thong meeting room, 6th Floor Workspace, MeSpace Self Storage Siam Building, 188/72 Chulalongkorn Soi 16, Banthat Thong Rd., Wang Mai, Pathum Wan, Bangkok Thailand Agenda: To acknowledge the Company's Operation Result of the Year 2023; to approve the financial statements for the fiscal year ended 31 December 2023; to approve the appropriation of the net profit as legal reserve and the dividend payment for the Year 2023; to approve the appointment of the auditors and the determination of the remuneration of the auditors for the Year 2024; to approve the election of directors to replace the directors who retire by rotation; to approve the determination of the remuneration of the directors for the Year 2024; to approve the amendment of the Company's objectives and Memorandum of Association to be consistent with the amendment of the Company's objectives; and to discuss other matters.お知らせ • Feb 07+ 3 more updatesSCGJWD Logistics Public Company Limited to Report Q3, 2024 Results on Nov 13, 2024SCGJWD Logistics Public Company Limited announced that they will report Q3, 2024 results on Nov 13, 2024Valuation Update With 7 Day Price Move • Nov 20Investor sentiment improves as stock rises 19%After last week's 19% share price gain to ฿13.40, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 11x in the Logistics industry in Thailand. Total returns to shareholders of 73% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ฿8.14 per share.Reported Earnings • Nov 15Third quarter 2023 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2023 results: EPS: ฿0.08. Revenue: ฿6.47b (up 307% from 3Q 2022). Net income: ฿139.8m (up 25% from 3Q 2022). Profit margin: 2.2% (down from 7.0% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Logistics industry in Thailand.New Risk • Oct 25New 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 6.0% 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 Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 186% Cash payout ratio: 241% Shareholders have been substantially diluted in the past year (78% increase in shares outstanding). Minor Risks Share price has been volatile over the past 3 months (6.0% average weekly change). Profit margins are more than 30% lower than last year (4.1% net profit margin).Valuation Update With 7 Day Price Move • Oct 20Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to ฿11.30, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 12x in the Logistics industry in Asia. Total returns to shareholders of 76% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ฿8.27 per share.お知らせ • Oct 18SCGJWD Logistics Public Company Limited to Report Q3, 2023 Results on Nov 14, 2023SCGJWD Logistics Public Company Limited announced that they will report Q3, 2023 results on Nov 14, 2023Major Estimate Revision • Aug 21Consensus EPS estimates fall by 31%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate fell from ฿0.60 to ฿0.417 per share. Revenue forecast steady at ฿24.7b. Net income forecast to grow 79% next year vs 16% growth forecast for Logistics industry in Thailand. Consensus price target down from ฿21.70 to ฿19.13. Share price was steady at ฿14.60 over the past week.Price Target Changed • Aug 19Price target decreased by 12% to ฿19.13Down from ฿21.70, the current price target is an average from 3 analysts. New target price is 34% above last closing price of ฿14.30. Stock is down 16% over the past year. The company is forecast to post earnings per share of ฿0.42 for next year compared to ฿0.49 last year.Price Target Changed • Aug 17Price target decreased by 9.3% to ฿20.70Down from ฿22.83, the current price target is an average from 3 analysts. New target price is 45% above last closing price of ฿14.30. Stock is down 15% over the past year. The company is forecast to post earnings per share of ฿0.65 for next year compared to ฿0.49 last year.Reported Earnings • Aug 16Second quarter 2023 earnings: EPS misses analyst expectationsSecond quarter 2023 results: EPS: ฿0.08 (down from ฿0.15 in 2Q 2022). Revenue: ฿6.19b (up 347% from 2Q 2022). Net income: ฿129.3m (down 16% from 2Q 2022). Profit margin: 2.1% (down from 11% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 24%. Revenue is forecast to grow 28% p.a. on average during the next 3 years, compared to a 22% growth forecast for the Logistics industry in Thailand. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 29% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jun 30SCGJWD Logistics Public Company Limited to Report Q2, 2023 Results on Aug 15, 2023SCGJWD Logistics Public Company Limited announced that they will report Q2, 2023 results on Aug 15, 2023お知らせ • Jun 16SCGJWD Logistics Public Company Limited Appoints Miss Chanitnan Chankhrueang (Acting) as Acting Chief AccountantSCGJWD Logistics Public Company Limited appointed Miss Chanitnan Chankhrueang (Acting) as Assistant Accounting Division Manager and Acting Chief Accountant. Effective Date of Appointment 15-June-2023.Reported Earnings • May 17First quarter 2023 earnings released: EPS: ฿0.16 (vs ฿0.12 in 1Q 2022)First quarter 2023 results: EPS: ฿0.16 (up from ฿0.12 in 1Q 2022). Revenue: ฿4.92b (up 254% from 1Q 2022). Net income: ฿231.2m (up 84% from 1Q 2022). Profit margin: 4.7% (down from 9.0% in 1Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 25% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Logistics industry in Thailand. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has increased by 41% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Dec 22Upcoming dividend of ฿0.78 per shareEligible shareholders must have bought the stock before 29 December 2022. Payment date: 16 January 2023. Payout ratio is a comfortable 45% but the company is paying out more than the cash it is generating. Trailing yield: 1.2%. Lower than top quartile of Thai dividend payers (5.6%). Lower than average of industry peers (2.9%).Major Estimate Revision • Nov 17Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate fell from ฿0.71 to ฿0.56. Revenue forecast unchanged from ฿5.87b at last update. Net income forecast to grow 82% next year vs 22% growth forecast for Logistics industry in Thailand. Consensus price target broadly unchanged at ฿22.39. Share price rose 6.8% to ฿20.40 over the past week.Board Change • Nov 16Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 1 experienced director. 7 highly experienced directors. 3 independent directors (6 non-independent directors). Independent Director Vichaya Chatikavanij was the last independent director to join the board, commencing their role in 2014. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Nov 13Third quarter 2022 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2022 results: EPS: ฿0.11 (down from ฿0.14 in 3Q 2021). Revenue: ฿1.60b (up 16% from 3Q 2021). Net income: ฿111.7m (down 20% from 3Q 2021). Profit margin: 7.0% (down from 10% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 7.3%. Earnings per share (EPS) missed analyst estimates by 35%. Revenue is forecast to grow 46% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Logistics industry in Thailand. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has increased by 34% per year, which means it is tracking significantly ahead of earnings growth.Board Change • Nov 09Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 1 experienced director. 7 highly experienced directors. 3 independent directors (6 non-independent directors). Independent Director Vichaya Chatikavanij was the last independent director to join the board, commencing their role in 2014. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Valuation Update With 7 Day Price Move • Aug 05Investor sentiment improved over the past weekAfter last week's 16% share price gain to ฿15.40, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 14x in the Logistics industry in Asia. Total returns to shareholders of 81% over the past three years.Price Target Changed • May 21Price target decreased to ฿20.90Down from ฿22.48, the current price target is an average from 4 analysts. New target price is 40% above last closing price of ฿14.90. Stock is up 21% over the past year. The company is forecast to post earnings per share of ฿0.63 for next year compared to ฿0.56 last year.Reported Earnings • May 19First quarter 2022 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2022 results: EPS: ฿0.12 (down from ฿0.14 in 1Q 2021). Revenue: ฿1.39b (up 31% from 1Q 2021). Net income: ฿125.7m (down 11% from 1Q 2021). Profit margin: 9.0% (down from 13% in 1Q 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 3.4%. Earnings per share (EPS) also surpassed analyst estimates by 17%. Over the next year, revenue is forecast to grow 5.3%, compared to a 2.5% growth forecast for the industry in Thailand. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has increased by 27% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • May 03Upcoming dividend of ฿0.25 per shareEligible shareholders must have bought the stock before 10 May 2022. Payment date: 27 May 2022. Payout ratio is a comfortable 45% and the cash payout ratio is 83%. Trailing yield: 1.6%. Lower than top quartile of Thai dividend payers (5.1%). Lower than average of industry peers (2.5%).Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 7 highly experienced directors. 3 independent directors (6 non-independent directors). Independent Director Vichaya Chatikavanij was the last independent director to join the board, commencing their role in 2014. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Mar 03Full year 2021 earnings: EPS and revenues exceed analyst expectationsFull year 2021 results: EPS: ฿0.56 (up from ฿0.28 in FY 2020). Revenue: ฿5.25b (up 35% from FY 2020). Net income: ฿571.7m (up 97% from FY 2020). Profit margin: 11% (up from 7.5% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.9%. Earnings per share (EPS) also surpassed analyst estimates by 17%. Over the next year, revenue is forecast to grow 8.1%, compared to a 7.4% growth forecast for the industry in Thailand. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has increased by 30% per year, which means it is tracking significantly ahead of earnings growth.Price Target Changed • Feb 05Price target increased to ฿23.30Up from ฿21.30, the current price target is an average from 3 analysts. New target price is 18% above last closing price of ฿19.80. Stock is up 132% over the past year. The company is forecast to post earnings per share of ฿0.48 for next year compared to ฿0.28 last year.Valuation Update With 7 Day Price Move • Dec 20Investor sentiment improved over the past weekAfter last week's 20% share price gain to ฿19.10, the stock trades at a forward P/E ratio of 36x. Average forward P/E is 24x in the Logistics industry in Thailand. Total returns to shareholders of 208% over the past three years.Reported Earnings • Nov 15Third quarter 2021 earnings released: EPS ฿0.14 (vs ฿0.07 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: ฿1.39b (up 41% from 3Q 2020). Net income: ฿139.1m (up 92% from 3Q 2020). Profit margin: 10.0% (up from 7.4% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 27% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Aug 18Second quarter 2021 earnings released: EPS ฿0.11 (vs ฿0.05 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: ฿1.28b (up 46% from 2Q 2020). Net income: ฿115.5m (up 140% from 2Q 2020). Profit margin: 9.0% (up from 5.5% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has increased by 29% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Jun 30Investor sentiment improved over the past weekAfter last week's 30% share price gain to ฿15.70, the stock trades at a forward P/E ratio of 35x. Average forward P/E is 32x in the Logistics industry in Thailand. Total returns to shareholders of 167% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ฿14.95 per share.Upcoming Dividend • May 04Upcoming dividend of ฿0.22 per shareEligible shareholders must have bought the stock before 10 May 2021. Payment date: 28 May 2021. Trailing yield: 1.9%. Lower than top quartile of Thai dividend payers (4.8%). Higher than average of industry peers (1.5%).Valuation Update With 7 Day Price Move • May 01Investor sentiment improved over the past weekAfter last week's 24% share price gain to ฿11.70, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 30x in the Logistics industry in Thailand. Total returns to shareholders of 45% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ฿20.51 per share.Major Estimate Revision • Apr 11Consensus forecasts updatedThe consensus outlook for 2021 has been updated. 2021 revenue forecast fell from ฿4.80b to ฿4.23b. EPS estimate increased from ฿0.34 to ฿0.40 per share. Net income forecast to grow 38% next year vs 21% growth forecast for Logistics industry in Thailand. Consensus price target of ฿12.90 unchanged from last update. Share price rose 9.1% to ฿9.55 over the past week.Major Estimate Revision • Mar 05Analysts update estimatesThe 2021 consensus revenue estimate increased from ฿4.25b to ฿4.64b. Earnings per share (EPS) estimate was lowered from ฿0.36 to ฿0.33 for the same period. Net income is expected to grow by 20% next year compared to 21% growth forecast for the Logistics industry in Thailand. The consensus price target of ฿11.53 was unchanged from the last update. Share price is up 7.9% to ฿8.85 over the past week.Reported Earnings • Feb 27Full year 2020 earnings released: EPS ฿0.28 (vs ฿0.36 in FY 2019)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2020 results: Revenue: ฿3.92b (up 8.8% from FY 2019). Net income: ฿290.0m (down 20% from FY 2019). Profit margin: 7.4% (down from 10% in FY 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.Analyst Estimate Surprise Post Earnings • Feb 27Revenue beats expectations, earnings disappointRevenue exceeded analyst estimates by 3.9%. Earnings per share (EPS) missed analyst estimates by 7.7%. Over the next year, revenue is forecast to grow 8.4%, compared to a 19% growth forecast for the Logistics industry in Thailand.Is New 90 Day High Low • Feb 25New 90-day low: ฿8.20The company is down 1.0% from its price of ฿8.30 on 27 November 2020. The Thai market is up 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Logistics industry, which is up 24% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ฿9.94 per share.Is New 90 Day High Low • Jan 14New 90-day high: ฿9.15The company is up 27% from its price of ฿7.20 on 16 October 2020. The Thai market is up 25% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Logistics industry, which is up 31% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ฿9.75 per share.Is New 90 Day High Low • Dec 14New 90-day high: ฿9.10The company is up 24% from its price of ฿7.35 on 15 September 2020. The Thai market is up 17% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Logistics industry, which is up 23% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ฿9.36 per share.Price Target Changed • Dec 01Price target raised to ฿11.13Up from ฿9.40, the current price target is an average from 3 analysts. The new target price is 33% above the current share price of ฿8.40. As of last close, the stock is up 5.7% over the past year.Is New 90 Day High Low • Nov 23New 90-day high: ฿8.35The company is up 14% from its price of ฿7.35 on 25 August 2020. The Thai market is up 6.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Logistics industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ฿8.04 per share.Reported Earnings • Nov 17Third quarter 2020 earnings released: EPS ฿0.07The company reported a soft third quarter result with weaker earnings and profit margins, although revenues were improved. Third quarter 2020 results: Revenue: ฿985.6m (up 10% from 3Q 2019). Net income: ฿72.5m (down 3.3% from 3Q 2019). Profit margin: 7.4% (down from 8.4% in 3Q 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 16% per year whereas the company’s share price has fallen by 13% per year.Is New 90 Day High Low • Sep 25New 90-day high: ฿7.70The company is up 18% from its price of ฿6.50 on 26 June 2020. The Thai market is down 6.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Logistics industry, which is up 16% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ฿8.06 per share.業績と収益の成長予測SET:SJWD - 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12/31/202829,6191,4461,4732,687412/31/202727,7131,3781,6343,024612/31/202627,3571,2682,0582,82433/31/202625,1451,0832,0192,625N/A12/31/202525,2621,1721,8482,541N/A9/30/202525,3441,0911,7612,668N/A6/30/202525,3871,0881,7412,993N/A3/31/202524,7901,3208572,226N/A12/31/202424,6561,1191,1512,530N/A9/30/202424,7071,1951,6562,923N/A6/30/202424,9301,0801,7072,690N/A3/31/202425,2826942,3043,140N/A12/31/202323,9167612,0632,811N/A9/30/202319,1356131,0901,754N/A6/30/202314,2675855861,375N/A3/31/20239,4776102111,059N/A12/31/20225,960504941,064N/A9/30/20225,821568871,083N/A6/30/20225,5975952921,125N/A3/31/20225,4855572621,088N/A12/31/20215,1535722691,074N/A9/30/20214,7644714161,248N/A6/30/20214,3834052971,192N/A3/31/20213,9893373611,260N/A12/31/20203,8902903591,188N/A9/30/20203,80133380830N/A6/30/20203,709335-70684N/A3/31/20203,678367-141494N/A12/31/20193,604363N/A452N/A9/30/20193,579308N/A640N/A6/30/20193,544303N/A738N/A3/31/20193,468272N/A718N/A12/31/20183,241225N/A497N/A9/30/20182,928626N/A335N/A6/30/20182,715613N/A291N/A3/31/20182,534614N/A365N/A12/31/20172,454612N/A527N/A9/30/20172,371189N/A516N/A6/30/20172,29227N/A411N/A3/31/20172,264-15N/A352N/A12/31/20162,234-9N/A383N/A9/30/20162,26539N/A444N/A6/30/20162,302231N/A604N/A3/31/20162,314296N/A699N/A12/31/20152,366333N/A738N/A9/30/20152,391261N/A792N/A6/30/20152,398215N/A722N/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: SJWDの予測収益成長率 (年間10.3% ) は 貯蓄率 ( 2.2% ) を上回っています。収益対市場: SJWDの収益 ( 10.3% ) TH市場 ( 11% ) よりも低い成長が予測されています。高成長収益: SJWDの収益は増加すると予測されていますが、大幅には増加しません。収益対市場: SJWDの収益 ( 5.5% ) TH市場 ( 10.2% ) よりも低い成長が予測されています。高い収益成長: SJWDの収益 ( 5.5% ) 20%よりも低い成長が予測されています。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: SJWDの 自己資本利益率 は、3年後には低くなると予測されています ( 5.7 %)。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2026/06/10 16:16終値2026/06/10 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SCGJWD Logistics Public Company Limited 6 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。8 アナリスト機関Jitra AmornthumFSS International AdvisorySuwat SinsadokGloblex Securities Co. Ltd.Siriluck PinthusoonthornGloblex Securities Co. Ltd.5 その他のアナリストを表示
Major Estimate Revision • Aug 22Consensus EPS estimates increase by 11%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from ฿25.8b to ฿26.0b. EPS estimate increased from ฿0.533 to ฿0.592 per share. Net income forecast to grow 1.4% next year vs 18% growth forecast for Logistics industry in Thailand. Consensus price target up from ฿10.58 to ฿11.55. Share price rose 7.9% to ฿10.30 over the past week.
Major Estimate Revision • Mar 07Consensus EPS estimates fall by 11%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from ฿26.6b to ฿26.2b. EPS estimate also fell from ฿0.576 per share to ฿0.515 per share. Net income forecast to shrink 17% next year vs 14% growth forecast for Logistics industry in Thailand . Consensus price target down from ฿13.96 to ฿12.20. Share price rose 5.2% to ฿7.10 over the past week.
Price Target Changed • Mar 06Price target decreased by 13% to ฿12.20Down from ฿13.96, the current price target is an average from 5 analysts. New target price is 73% above last closing price of ฿7.05. Stock is down 57% over the past year. The company is forecast to post earnings per share of ฿0.52 for next year compared to ฿0.62 last year.
Price Target Changed • Feb 15Price target decreased by 18% to ฿13.96Down from ฿17.06, the current price target is an average from 5 analysts. New target price is 89% above last closing price of ฿7.40. Stock is down 53% over the past year. The company is forecast to post earnings per share of ฿0.53 for next year compared to ฿0.44 last year.
Major Estimate Revision • Aug 21Consensus EPS estimates fall by 31%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate fell from ฿0.60 to ฿0.417 per share. Revenue forecast steady at ฿24.7b. Net income forecast to grow 79% next year vs 16% growth forecast for Logistics industry in Thailand. Consensus price target down from ฿21.70 to ฿19.13. Share price was steady at ฿14.60 over the past week.
Price Target Changed • Aug 19Price target decreased by 12% to ฿19.13Down from ฿21.70, the current price target is an average from 3 analysts. New target price is 34% above last closing price of ฿14.30. Stock is down 16% over the past year. The company is forecast to post earnings per share of ฿0.42 for next year compared to ฿0.49 last year.
Reported Earnings • May 17First quarter 2026 earnings: EPS exceeds analyst expectationsFirst quarter 2026 results: EPS: ฿0.15 (down from ฿0.20 in 1Q 2025). Revenue: ฿6.30b (down 1.7% from 1Q 2025). Net income: ฿276.5m (down 24% from 1Q 2025). Profit margin: 4.4% (down from 5.7% in 1Q 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 4.7%. Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the Logistics industry in Asia. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has fallen by 24% per year, which means it is significantly lagging earnings.
New Risk • May 15New 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 7.1% 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 Interest payments are not well covered by earnings (2.4x net interest cover). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (7.1% average weekly change).
Upcoming Dividend • Apr 23Upcoming dividend of ฿0.30 per shareEligible shareholders must have bought the stock before 30 April 2026. Payment date: 20 May 2026. Payout ratio is a comfortable 61% and this is well supported by cash flows. Trailing yield: 5.2%. Lower than top quartile of Thai dividend payers (7.5%). In line with average of industry peers (5.6%).
New Risk • Mar 02New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 6.8% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.4x net interest cover). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
Declared Dividend • Feb 28Final dividend of ฿0.30 announcedShareholders will receive a dividend of ฿0.30. Ex-date: 30th April 2026 Payment date: 20th May 2026 Dividend yield will be 4.5%, which is lower than the industry average of 7.4%. Sustainability & Growth Dividend is covered by both earnings (63% earnings payout ratio) and cash flows (19% cash payout ratio). The dividend has increased by an average of 24% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 23% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Feb 27Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: ฿0.65 (up from ฿0.62 in FY 2024). Revenue: ฿25.4b (up 2.9% from FY 2024). Net income: ฿1.17b (up 4.7% from FY 2024). Profit margin: 4.6% (up from 4.5% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 5.2%. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the Logistics industry in Asia. 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 23% per year, which means it is significantly lagging earnings.
お知らせ • Feb 26SCGJWD Logistics Public Company Limited Proposes Dividend for the Operating Period from 1 January 2025 to 31 December, 2025, Payable on 20 May 2026SCGJWD Logistics Public Company Limited at the AGM to be held on 23 April 2026 the Board of Directors has resolved to propose to the Annual General Meeting of Shareholders for consideration and approval the dividend payment for the year 2025 at the rate of THB 0.40 per share, totaling THB 710.61 million. The dividend shall be paid from the net profit of the separate financial statements for the operating period from 1 January 2025 to 31 December 2025, representing 96.86% of the net profit based on the separate financial statements, or 60.63% of the net profit based on the consolidated financial statements. The Company has already paid an interim dividend for the first half of the year at the rate of THB 0.10 per share, amounting to THB 177.65 million, on 12 September 2025, pursuant to the resolution of the Board of Directors' Meeting No. 4/2025 held on 14 August 2025. The remaining final dividend shall be paid at the rate of THB 0.30 per share, totaling approximately THB 532.96 million, in accordance with the Company's dividend policy. The total of dividend shall be deducted withholding tax at the rate as prescribed by law. The Company has determined the date on which the recorded shareholders are entitled to receive the dividend (Record Date) to be on 5 May 2026. The dividend payment shall be made on 20 May 2026.
お知らせ • Feb 25SCGJWD Logistics Public Company Limited, Annual General Meeting, Apr 23, 2026SCGJWD Logistics Public Company Limited, Annual General Meeting, Apr 23, 2026, at 13:30 SE Asia Standard Time. Location: hybrid meeting, banthat thong meeting room, 6th floor workspace, mespace self storage siam building, 188/72, chulalongkorn soi 16, banthat thong rd., wang mai, pathum wan, bangkok Thailand
Reported Earnings • Nov 15Third quarter 2025 earnings: EPS and revenues exceed analyst expectationsThird quarter 2025 results: EPS: ฿0.14 (in line with 3Q 2024). Revenue: ฿6.24b (flat on 3Q 2024). Net income: ฿257.8m (up 1.2% from 3Q 2024). Profit margin: 4.1% (in line with 3Q 2024). Revenue exceeded analyst estimates by 1.0%. Earnings per share (EPS) also surpassed analyst estimates by 7.7%. Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the Logistics industry in Asia. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 27% per year, which means it is significantly lagging earnings.
Buy Or Sell Opportunity • Sep 05Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 17% to ฿10.20. The fair value is estimated to be ฿8.30, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 44% over the last 3 years. Earnings per share has grown by 9.1%. Revenue is forecast to grow by 8.4% in 2 years. Earnings are forecast to grow by 14% in the next 2 years.
Major Estimate Revision • Aug 22Consensus EPS estimates increase by 11%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from ฿25.8b to ฿26.0b. EPS estimate increased from ฿0.533 to ฿0.592 per share. Net income forecast to grow 1.4% next year vs 18% growth forecast for Logistics industry in Thailand. Consensus price target up from ฿10.58 to ฿11.55. Share price rose 7.9% to ฿10.30 over the past week.
Upcoming Dividend • Aug 21Upcoming dividend of ฿0.10 per shareEligible shareholders must have bought the stock before 28 August 2025. Payment date: 12 September 2025. Payout ratio is a comfortable 46% and this is well supported by cash flows. Trailing yield: 2.8%. Lower than top quartile of Thai dividend payers (7.9%). Lower than average of industry peers (4.3%).
Reported Earnings • Aug 16Second quarter 2025 earnings: Revenues and EPS in line with analyst expectationsSecond quarter 2025 results: EPS: ฿0.16 (down from ฿0.28 in 2Q 2024). Revenue: ฿6.42b (up 10% from 2Q 2024). Net income: ฿282.5m (down 45% from 2Q 2024). Profit margin: 4.4% (down from 8.8% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 7.6% growth forecast for the Logistics industry in Asia. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.
Buy Or Sell Opportunity • Aug 16Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 16% to ฿9.55. The fair value is estimated to be ฿7.81, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 44% over the last 3 years. Earnings per share has grown by 9.1%. Revenue is forecast to grow by 6.3% in 2 years. Earnings are forecast to decline by 2.0% in the next 2 years.
New Risk • May 09New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.3% per year for the foreseeable future. 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 expected to decline, then in most cases the share price will decline over time as well. 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 Interest payments are not well covered by earnings (1.6x net interest cover). Earnings are forecast to decline by an average of 0.3% per year for the foreseeable future. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
Upcoming Dividend • Apr 30Upcoming dividend of ฿0.28 per shareEligible shareholders must have bought the stock before 07 May 2025. Payment date: 23 May 2025. Payout ratio is a comfortable 45% and this is well supported by cash flows. Trailing yield: 3.5%. Lower than top quartile of Thai dividend payers (7.9%). Lower than average of industry peers (5.1%).
お知らせ • Apr 30SCGJWD Logistics Public Company Limited Approves to Pay Cash Dividend for the Operating Period from 1 January 2024 to 31 December 2024, Payable on 23 May 2025SCGJWD Logistics Public Company Limited has convened the Annual General Meeting of Shareholders for the year 2025 on 29 April 2025 approved to pay dividend by cash at the rate of THB 0.28 per share or the amount of approximately THB 507.09 million or being 93.74% of the net profit in the separate financial statements operating period from 1 January 2024 to 31 December 2024, or 45.31% of the net profit in the consolidated financial statements which is in accordance with the dividend payment policy. The dividend shall be paid out of the net profit of the separate financial statement. The total of dividend shall be deducted withholding tax at the rate as prescribed by law. The Company has determined the date on which the recorded shareholders are entitled to receive the dividend (Record Date) to be on 8 May 2025. The dividend payment shall be made on 23 May 2025.
お知らせ • Apr 28+ 2 more updatesSCGJWD Logistics Public Company Limited to Report Q2, 2025 Results on Aug 15, 2025SCGJWD Logistics Public Company Limited announced that they will report Q2, 2025 results on Aug 15, 2025
お知らせ • Apr 19SCGJWD Logistics Public Company Limited (SET:SJWD) announces an Equity Buyback for 50,000,000 shares, representing 2.76% for THB 300 million.SCGJWD Logistics Public Company Limited (SET:SJWD) announces a share repurchase program. Under the program the company will repurchase up to 50,000,000 shares, representing 2.76% of the issued capital for THB 300 million. The repurchase price shall not exceed 115% of the average closing price in the period of five consecutive days prior to each repurchase date. The purpose of the share buyback is to ensure the Company’s excess liquidity management is conducted for the utmost benefit, to increase the return on equity (ROE) and the earnings per share (EPS) and enabling the future share price to reflect the Company’s true value. The program will expire on October 22, 2025. As of March 19, 2024, the company had 1,811,020,306 shares in issue.
New Risk • Apr 16New 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 7.4% 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 Interest payments are not well covered by earnings (1.6x net interest cover). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (7.4% average weekly change).
Valuation Update With 7 Day Price Move • Apr 09Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to ฿5.90, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 7x in the Logistics industry in Thailand. Total loss to shareholders of 60% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ฿5.52 per share.
Buy Or Sell Opportunity • Mar 21Now 21% overvaluedOver the last 90 days, the stock has fallen 30% to ฿7.20. The fair value is estimated to be ฿5.96, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 58% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 5.9% per annum. Earnings are also forecast to grow by 2.6% per annum over the same time period.
Major Estimate Revision • Mar 07Consensus EPS estimates fall by 11%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from ฿26.6b to ฿26.2b. EPS estimate also fell from ฿0.576 per share to ฿0.515 per share. Net income forecast to shrink 17% next year vs 14% growth forecast for Logistics industry in Thailand . Consensus price target down from ฿13.96 to ฿12.20. Share price rose 5.2% to ฿7.10 over the past week.
Buy Or Sell Opportunity • Mar 07Now 20% overvaluedOver the last 90 days, the stock has fallen 37% to ฿7.10. The fair value is estimated to be ฿5.91, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 58% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 5.9% per annum. Earnings are also forecast to grow by 2.6% per annum over the same time period.
Price Target Changed • Mar 06Price target decreased by 13% to ฿12.20Down from ฿13.96, the current price target is an average from 5 analysts. New target price is 73% above last closing price of ฿7.05. Stock is down 57% over the past year. The company is forecast to post earnings per share of ฿0.52 for next year compared to ฿0.62 last year.
Declared Dividend • Mar 02Dividend increased to ฿0.28Dividend of ฿0.28 is 12% higher than last year. Ex-date: 7th May 2025 Payment date: 23rd May 2025 Dividend yield will be 4.1%, which is lower than the industry average of 7.4%. Sustainability & Growth Dividend is well covered by both earnings (38% earnings payout ratio) and cash flows (39% cash payout ratio). The dividend has increased by an average of 30% per year over the past 9 years. However, payments have been volatile during that time. EPS is expected to grow by 9.1% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Mar 01Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: ฿0.62 (up from ฿0.44 in FY 2023). Revenue: ฿24.7b (up 3.3% from FY 2023). Net income: ฿1.12b (up 47% from FY 2023). Profit margin: 4.5% (up from 3.2% in FY 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 12%. Revenue is forecast to grow 6.3% p.a. on average during the next 2 years, compared to a 6.2% growth forecast for the Logistics industry in Thailand. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has fallen by 28% per year, which means it is significantly lagging earnings.
お知らせ • Feb 28+ 2 more updatesSCGJWD Logistics Public Company Limited Proposes Cash Dividend for the Period from January 1, 2024 to December 31, 2024, Payable on May 23, 2025SCGJWD Logistics Public Company Limited proposed Cash dividend payment THB 0.28 per share to be Paid from Operating period from January 1, 2024 to December 31, 2024. Record date for the right to receive dividends is May 08, 2025. Ex-dividend date is 07 May, 2025. Payment date is May 23, 2025.
Price Target Changed • Feb 15Price target decreased by 18% to ฿13.96Down from ฿17.06, the current price target is an average from 5 analysts. New target price is 89% above last closing price of ฿7.40. Stock is down 53% over the past year. The company is forecast to post earnings per share of ฿0.53 for next year compared to ฿0.44 last year.
お知らせ • Feb 04SCGJWD Logistics Public Company Limited Announces Resignation of Kalin Sarasin as DirectorSCGJWD Logistics Public Company Limited announced that Mr. Kalin Sarasin has resigned from his position as director due to other commitments that may affect his ability to perform his duties effectively. The resignation will be effective from 31 January 2025 onwards.
New Risk • Jan 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 6.0% 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 Interest payments are not well covered by earnings (1.8x net interest cover). Minor Risk Share price has been volatile over the past 3 months (6.0% average weekly change).
Buy Or Sell Opportunity • Dec 26Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 17% to ฿9.85. The fair value is estimated to be ฿12.60, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 63% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 14% in 2 years. Earnings are forecast to grow by 5.3% in the next 2 years.
お知らせ • Oct 02SCGJWD Logistics Public Company Limited Announces the Resignation of Ariya Banomyong as Independent Director and Member of the Nomination, Remuneration, Corporate Governance, and Sustainable Development CommitteeSCGJWD Logistics Public Company Limited announced that Mr. Ariya Banomyong has resigned from his position as Independent Director and Member of the Nomination, Remuneration, Corporate Governance, and Sustainable Development Committee due to personal commitments. The resignation will be effective from 1 October 2024 onwards. The Nomination, Remuneration, Corporate Governance, and Sustainable Development Committee will next identify qualified candidates and submit them to the Board of Directors for approval. The Company will update the Stock Exchange of Thailand and investors accordingly at the earliest opportunity.
Board Change • Sep 25Less than half of directors are independentThere are 8 new directors who have joined the board in the last 3 years. Of these new board members, 4 were independent directors. The company's board is composed of: 5 independent directors. 7 non-independent directors. Independent Director Jiraphant Asvatanakul was the last independent director to join the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.
Reported Earnings • May 11First quarter 2024 earnings released: EPS: ฿0.18 (vs ฿0.16 in 1Q 2023)First quarter 2024 results: EPS: ฿0.18. Revenue: ฿6.28b (up 28% from 1Q 2023). Net income: ฿164.1m (down 29% from 1Q 2023). Profit margin: 2.6% (down from 4.7% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Logistics industry in Thailand.
Upcoming Dividend • May 02Upcoming dividend of ฿0.25 per shareEligible shareholders must have bought the stock before 09 May 2024. Payment date: 27 May 2024. Payout ratio is a comfortable 56% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of Thai dividend payers (6.0%). Lower than average of industry peers (2.2%).
お知らせ • Apr 30SCGJWD Logistics Public Company Limited Approves Dividend for the Year Ended 31 December 2023, Payable on 27 May 2024SCGJWD Logistics Public Company Limited at its AGM held on April 29, 2024, approved dividend by cash at the rate of THB 0.25 per share or the amount of approximately THB 452.75 million or being 87.86% of the net profit in the separate financial statements operating period from 1 January 2023 to 31 December 2023, or 59.47% of the net profit in the consolidated financial statements which is in accordance with the dividend payment policy. The dividend shall be paid out of the net profit of the separate financial statement operating period from 1 January 2023 to 31 December 2023. The Company has determined the date on which the recorded shareholders are entitled to receive the dividend (Record Date) to be on 10 May 2024. The dividend payment shall be made on 27 May 2024.
Buy Or Sell Opportunity • Mar 19Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 13% to ฿16.40. The fair value is estimated to be ฿13.45, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 64% over the last 3 years. Earnings per share has grown by 7.8%. For the next 3 years, revenue is forecast to grow by 8.2% per annum. Earnings are also forecast to grow by 22% per annum over the same time period.
Reported Earnings • Mar 02Full year 2023 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2023 results: EPS: ฿0.44. Revenue: ฿24.0b (up 302% from FY 2022). Net income: ฿761.3m (up 51% from FY 2022). Profit margin: 3.2% (down from 8.5% in FY 2022). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 2.8%. Earnings per share (EPS) exceeded analyst estimates by 5.4%. Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Logistics industry in Thailand.
お知らせ • Mar 02SCGJWD Logistics Public Company Limited, Annual General Meeting, Apr 29, 2024SCGJWD Logistics Public Company Limited, Annual General Meeting, Apr 29, 2024, at 10:30 SE Asia Standard Time. Location: Banthat Thong meeting room, 6th Floor Workspace, MeSpace Self Storage Siam Building, 188/72 Chulalongkorn Soi 16, Banthat Thong Rd., Wang Mai, Pathum Wan, Bangkok Thailand Agenda: To acknowledge the Company's Operation Result of the Year 2023; to approve the financial statements for the fiscal year ended 31 December 2023; to approve the appropriation of the net profit as legal reserve and the dividend payment for the Year 2023; to approve the appointment of the auditors and the determination of the remuneration of the auditors for the Year 2024; to approve the election of directors to replace the directors who retire by rotation; to approve the determination of the remuneration of the directors for the Year 2024; to approve the amendment of the Company's objectives and Memorandum of Association to be consistent with the amendment of the Company's objectives; and to discuss other matters.
お知らせ • Feb 07+ 3 more updatesSCGJWD Logistics Public Company Limited to Report Q3, 2024 Results on Nov 13, 2024SCGJWD Logistics Public Company Limited announced that they will report Q3, 2024 results on Nov 13, 2024
Valuation Update With 7 Day Price Move • Nov 20Investor sentiment improves as stock rises 19%After last week's 19% share price gain to ฿13.40, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 11x in the Logistics industry in Thailand. Total returns to shareholders of 73% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ฿8.14 per share.
Reported Earnings • Nov 15Third quarter 2023 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2023 results: EPS: ฿0.08. Revenue: ฿6.47b (up 307% from 3Q 2022). Net income: ฿139.8m (up 25% from 3Q 2022). Profit margin: 2.2% (down from 7.0% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Logistics industry in Thailand.
New Risk • Oct 25New 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 6.0% 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 Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 186% Cash payout ratio: 241% Shareholders have been substantially diluted in the past year (78% increase in shares outstanding). Minor Risks Share price has been volatile over the past 3 months (6.0% average weekly change). Profit margins are more than 30% lower than last year (4.1% net profit margin).
Valuation Update With 7 Day Price Move • Oct 20Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to ฿11.30, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 12x in the Logistics industry in Asia. Total returns to shareholders of 76% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ฿8.27 per share.
お知らせ • Oct 18SCGJWD Logistics Public Company Limited to Report Q3, 2023 Results on Nov 14, 2023SCGJWD Logistics Public Company Limited announced that they will report Q3, 2023 results on Nov 14, 2023
Major Estimate Revision • Aug 21Consensus EPS estimates fall by 31%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate fell from ฿0.60 to ฿0.417 per share. Revenue forecast steady at ฿24.7b. Net income forecast to grow 79% next year vs 16% growth forecast for Logistics industry in Thailand. Consensus price target down from ฿21.70 to ฿19.13. Share price was steady at ฿14.60 over the past week.
Price Target Changed • Aug 19Price target decreased by 12% to ฿19.13Down from ฿21.70, the current price target is an average from 3 analysts. New target price is 34% above last closing price of ฿14.30. Stock is down 16% over the past year. The company is forecast to post earnings per share of ฿0.42 for next year compared to ฿0.49 last year.
Price Target Changed • Aug 17Price target decreased by 9.3% to ฿20.70Down from ฿22.83, the current price target is an average from 3 analysts. New target price is 45% above last closing price of ฿14.30. Stock is down 15% over the past year. The company is forecast to post earnings per share of ฿0.65 for next year compared to ฿0.49 last year.
Reported Earnings • Aug 16Second quarter 2023 earnings: EPS misses analyst expectationsSecond quarter 2023 results: EPS: ฿0.08 (down from ฿0.15 in 2Q 2022). Revenue: ฿6.19b (up 347% from 2Q 2022). Net income: ฿129.3m (down 16% from 2Q 2022). Profit margin: 2.1% (down from 11% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 24%. Revenue is forecast to grow 28% p.a. on average during the next 3 years, compared to a 22% growth forecast for the Logistics industry in Thailand. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 29% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jun 30SCGJWD Logistics Public Company Limited to Report Q2, 2023 Results on Aug 15, 2023SCGJWD Logistics Public Company Limited announced that they will report Q2, 2023 results on Aug 15, 2023
お知らせ • Jun 16SCGJWD Logistics Public Company Limited Appoints Miss Chanitnan Chankhrueang (Acting) as Acting Chief AccountantSCGJWD Logistics Public Company Limited appointed Miss Chanitnan Chankhrueang (Acting) as Assistant Accounting Division Manager and Acting Chief Accountant. Effective Date of Appointment 15-June-2023.
Reported Earnings • May 17First quarter 2023 earnings released: EPS: ฿0.16 (vs ฿0.12 in 1Q 2022)First quarter 2023 results: EPS: ฿0.16 (up from ฿0.12 in 1Q 2022). Revenue: ฿4.92b (up 254% from 1Q 2022). Net income: ฿231.2m (up 84% from 1Q 2022). Profit margin: 4.7% (down from 9.0% in 1Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 25% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Logistics industry in Thailand. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has increased by 41% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Dec 22Upcoming dividend of ฿0.78 per shareEligible shareholders must have bought the stock before 29 December 2022. Payment date: 16 January 2023. Payout ratio is a comfortable 45% but the company is paying out more than the cash it is generating. Trailing yield: 1.2%. Lower than top quartile of Thai dividend payers (5.6%). Lower than average of industry peers (2.9%).
Major Estimate Revision • Nov 17Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate fell from ฿0.71 to ฿0.56. Revenue forecast unchanged from ฿5.87b at last update. Net income forecast to grow 82% next year vs 22% growth forecast for Logistics industry in Thailand. Consensus price target broadly unchanged at ฿22.39. Share price rose 6.8% to ฿20.40 over the past week.
Board Change • Nov 16Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 1 experienced director. 7 highly experienced directors. 3 independent directors (6 non-independent directors). Independent Director Vichaya Chatikavanij was the last independent director to join the board, commencing their role in 2014. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Nov 13Third quarter 2022 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2022 results: EPS: ฿0.11 (down from ฿0.14 in 3Q 2021). Revenue: ฿1.60b (up 16% from 3Q 2021). Net income: ฿111.7m (down 20% from 3Q 2021). Profit margin: 7.0% (down from 10% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 7.3%. Earnings per share (EPS) missed analyst estimates by 35%. Revenue is forecast to grow 46% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Logistics industry in Thailand. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has increased by 34% per year, which means it is tracking significantly ahead of earnings growth.
Board Change • Nov 09Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 1 experienced director. 7 highly experienced directors. 3 independent directors (6 non-independent directors). Independent Director Vichaya Chatikavanij was the last independent director to join the board, commencing their role in 2014. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment improved over the past weekAfter last week's 16% share price gain to ฿15.40, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 14x in the Logistics industry in Asia. Total returns to shareholders of 81% over the past three years.
Price Target Changed • May 21Price target decreased to ฿20.90Down from ฿22.48, the current price target is an average from 4 analysts. New target price is 40% above last closing price of ฿14.90. Stock is up 21% over the past year. The company is forecast to post earnings per share of ฿0.63 for next year compared to ฿0.56 last year.
Reported Earnings • May 19First quarter 2022 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2022 results: EPS: ฿0.12 (down from ฿0.14 in 1Q 2021). Revenue: ฿1.39b (up 31% from 1Q 2021). Net income: ฿125.7m (down 11% from 1Q 2021). Profit margin: 9.0% (down from 13% in 1Q 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 3.4%. Earnings per share (EPS) also surpassed analyst estimates by 17%. Over the next year, revenue is forecast to grow 5.3%, compared to a 2.5% growth forecast for the industry in Thailand. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has increased by 27% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • May 03Upcoming dividend of ฿0.25 per shareEligible shareholders must have bought the stock before 10 May 2022. Payment date: 27 May 2022. Payout ratio is a comfortable 45% and the cash payout ratio is 83%. Trailing yield: 1.6%. Lower than top quartile of Thai dividend payers (5.1%). Lower than average of industry peers (2.5%).
Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 7 highly experienced directors. 3 independent directors (6 non-independent directors). Independent Director Vichaya Chatikavanij was the last independent director to join the board, commencing their role in 2014. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Mar 03Full year 2021 earnings: EPS and revenues exceed analyst expectationsFull year 2021 results: EPS: ฿0.56 (up from ฿0.28 in FY 2020). Revenue: ฿5.25b (up 35% from FY 2020). Net income: ฿571.7m (up 97% from FY 2020). Profit margin: 11% (up from 7.5% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.9%. Earnings per share (EPS) also surpassed analyst estimates by 17%. Over the next year, revenue is forecast to grow 8.1%, compared to a 7.4% growth forecast for the industry in Thailand. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has increased by 30% per year, which means it is tracking significantly ahead of earnings growth.
Price Target Changed • Feb 05Price target increased to ฿23.30Up from ฿21.30, the current price target is an average from 3 analysts. New target price is 18% above last closing price of ฿19.80. Stock is up 132% over the past year. The company is forecast to post earnings per share of ฿0.48 for next year compared to ฿0.28 last year.
Valuation Update With 7 Day Price Move • Dec 20Investor sentiment improved over the past weekAfter last week's 20% share price gain to ฿19.10, the stock trades at a forward P/E ratio of 36x. Average forward P/E is 24x in the Logistics industry in Thailand. Total returns to shareholders of 208% over the past three years.
Reported Earnings • Nov 15Third quarter 2021 earnings released: EPS ฿0.14 (vs ฿0.07 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: ฿1.39b (up 41% from 3Q 2020). Net income: ฿139.1m (up 92% from 3Q 2020). Profit margin: 10.0% (up from 7.4% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 27% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Aug 18Second quarter 2021 earnings released: EPS ฿0.11 (vs ฿0.05 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: ฿1.28b (up 46% from 2Q 2020). Net income: ฿115.5m (up 140% from 2Q 2020). Profit margin: 9.0% (up from 5.5% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has increased by 29% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Jun 30Investor sentiment improved over the past weekAfter last week's 30% share price gain to ฿15.70, the stock trades at a forward P/E ratio of 35x. Average forward P/E is 32x in the Logistics industry in Thailand. Total returns to shareholders of 167% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ฿14.95 per share.
Upcoming Dividend • May 04Upcoming dividend of ฿0.22 per shareEligible shareholders must have bought the stock before 10 May 2021. Payment date: 28 May 2021. Trailing yield: 1.9%. Lower than top quartile of Thai dividend payers (4.8%). Higher than average of industry peers (1.5%).
Valuation Update With 7 Day Price Move • May 01Investor sentiment improved over the past weekAfter last week's 24% share price gain to ฿11.70, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 30x in the Logistics industry in Thailand. Total returns to shareholders of 45% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ฿20.51 per share.
Major Estimate Revision • Apr 11Consensus forecasts updatedThe consensus outlook for 2021 has been updated. 2021 revenue forecast fell from ฿4.80b to ฿4.23b. EPS estimate increased from ฿0.34 to ฿0.40 per share. Net income forecast to grow 38% next year vs 21% growth forecast for Logistics industry in Thailand. Consensus price target of ฿12.90 unchanged from last update. Share price rose 9.1% to ฿9.55 over the past week.
Major Estimate Revision • Mar 05Analysts update estimatesThe 2021 consensus revenue estimate increased from ฿4.25b to ฿4.64b. Earnings per share (EPS) estimate was lowered from ฿0.36 to ฿0.33 for the same period. Net income is expected to grow by 20% next year compared to 21% growth forecast for the Logistics industry in Thailand. The consensus price target of ฿11.53 was unchanged from the last update. Share price is up 7.9% to ฿8.85 over the past week.
Reported Earnings • Feb 27Full year 2020 earnings released: EPS ฿0.28 (vs ฿0.36 in FY 2019)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2020 results: Revenue: ฿3.92b (up 8.8% from FY 2019). Net income: ฿290.0m (down 20% from FY 2019). Profit margin: 7.4% (down from 10% in FY 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.
Analyst Estimate Surprise Post Earnings • Feb 27Revenue beats expectations, earnings disappointRevenue exceeded analyst estimates by 3.9%. Earnings per share (EPS) missed analyst estimates by 7.7%. Over the next year, revenue is forecast to grow 8.4%, compared to a 19% growth forecast for the Logistics industry in Thailand.
Is New 90 Day High Low • Feb 25New 90-day low: ฿8.20The company is down 1.0% from its price of ฿8.30 on 27 November 2020. The Thai market is up 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Logistics industry, which is up 24% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ฿9.94 per share.
Is New 90 Day High Low • Jan 14New 90-day high: ฿9.15The company is up 27% from its price of ฿7.20 on 16 October 2020. The Thai market is up 25% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Logistics industry, which is up 31% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ฿9.75 per share.
Is New 90 Day High Low • Dec 14New 90-day high: ฿9.10The company is up 24% from its price of ฿7.35 on 15 September 2020. The Thai market is up 17% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Logistics industry, which is up 23% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ฿9.36 per share.
Price Target Changed • Dec 01Price target raised to ฿11.13Up from ฿9.40, the current price target is an average from 3 analysts. The new target price is 33% above the current share price of ฿8.40. As of last close, the stock is up 5.7% over the past year.
Is New 90 Day High Low • Nov 23New 90-day high: ฿8.35The company is up 14% from its price of ฿7.35 on 25 August 2020. The Thai market is up 6.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Logistics industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ฿8.04 per share.
Reported Earnings • Nov 17Third quarter 2020 earnings released: EPS ฿0.07The company reported a soft third quarter result with weaker earnings and profit margins, although revenues were improved. Third quarter 2020 results: Revenue: ฿985.6m (up 10% from 3Q 2019). Net income: ฿72.5m (down 3.3% from 3Q 2019). Profit margin: 7.4% (down from 8.4% in 3Q 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 16% per year whereas the company’s share price has fallen by 13% per year.
Is New 90 Day High Low • Sep 25New 90-day high: ฿7.70The company is up 18% from its price of ฿6.50 on 26 June 2020. The Thai market is down 6.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Logistics industry, which is up 16% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ฿8.06 per share.