View Financial HealthTapaco 배당 및 자사주 매입배당 기준 점검 3/6Tapaco 은(는) 현재 수익률이 7.69% 인 배당금 지급 회사입니다.핵심 정보7.7%배당 수익률0%자사주 매입 수익률총 주주 수익률7.7%미래 배당 수익률n/a배당 성장률-12.9%다음 배당 지급일n/a배당락일n/a주당 배당금n/a배당 성향-22%최근 배당 및 자사주 매입 업데이트Upcoming Dividend • Apr 10Upcoming dividend of ฿0.04 per shareEligible shareholders must have bought the stock before 17 April 2024. Payment date: 29 May 2024. The company is not currently making a profit but it is cash flow positive. Trailing yield: 5.3%. Lower than top quartile of Thai dividend payers (5.8%). Lower than average of industry peers (6.1%).공시 • Apr 04Tapaco Public Company Limited Proposes Cash Dividend for the Operating Period from 01 November 2022 to 31 October 2023, Payable on 29 May 2024Tapaco Public Company Limited proposed cash dividend of THB 0.04 baht per share for the Operating period from 01 November 2022 to 31 October 2023. Record date 18 April 2024, Ex-dividend date 17 April 2024 and Payment date 29 May 2024. Shareholder's meeting date 30 April 2024.Upcoming Dividend • Feb 08Upcoming dividend of ฿0.02 per share at 0.4% yieldEligible shareholders must have bought the stock before 15 February 2023. Payment date: 27 March 2023. Payout ratio is a comfortable 5.1% and this is well supported by cash flows. Trailing yield: 0.4%. Lower than top quartile of Thai dividend payers (5.4%). Lower than average of industry peers (4.4%).Upcoming Dividend • Feb 01Upcoming dividend of ฿0.01 per shareEligible shareholders must have bought the stock before 08 February 2022. Payment date: 24 March 2022. The company is not currently making a profit and is not cash flow positive. Trailing yield: 0.3%. Lower than top quartile of Thai dividend payers (5.0%). Lower than average of industry peers (2.9%).Upcoming Dividend • Jan 28Upcoming Dividend of ฿0.01 Per ShareWill be paid on the 24th of March to those who are registered shareholders by the 4th of February. The trailing yield of 0.4% is below the top quartile of Thai dividend payers (6.3%), and is lower than industry peers (4.7%).모든 업데이트 보기Recent updates공시 • Apr 07Tapaco Public Company Limited to Report Fiscal Year 2026 Results on May 29, 2026Tapaco Public Company Limited announced that they will report fiscal year 2026 results on May 29, 2026공시 • Oct 21Tapaco Public Company Limited to Report Q3, 2025 Results on Dec 03, 2025Tapaco Public Company Limited announced that they will report Q3, 2025 results on Dec 03, 2025공시 • Apr 01Tapaco Public Company Limited to Report Fiscal Year 2024 Results on Apr 30, 2025Tapaco Public Company Limited announced that they will report fiscal year 2024 results on Apr 30, 2025공시 • Feb 17Tapaco Public Company Limited to Report Q4, 2024 Results on Mar 31, 2025Tapaco Public Company Limited announced that they will report Q4, 2024 results on Mar 31, 2025공시 • Dec 17Tapaco Public Company Limited to Report Q4, 2024 Results on Jan 15, 2025Tapaco Public Company Limited announced that they will report Q4, 2024 results on Jan 15, 2025공시 • May 03Nattapong Panjaworayan Announces Not to Stand for Re-Election to the Board of Tapaco Public Company LimitedTapaco Public Company Limited convened its Annual General Meeting of the Shareholders for the year 2024 on the April 30, 2024. At the AGM, the shareholders resolved that the directors Mr. Nattapong Panjaworayan would like to not extend his term.Upcoming Dividend • Apr 10Upcoming dividend of ฿0.04 per shareEligible shareholders must have bought the stock before 17 April 2024. Payment date: 29 May 2024. The company is not currently making a profit but it is cash flow positive. Trailing yield: 5.3%. Lower than top quartile of Thai dividend payers (5.8%). Lower than average of industry peers (6.1%).공시 • Apr 05Tapaco Public Company Limited, Annual General Meeting, Apr 30, 2024Tapaco Public Company Limited, Annual General Meeting, Apr 30, 2024, at 10:00 SE Asia Standard Time. Agenda: To consider and approve the minutes of the Annual General Meeting of Meeting of the Shareholders of Year 2023. The Board of Directors it appropriate to propose to the shareholders' meeting to consider and approve the minutes of the Annual General Meeting of Shareholders of Year 2023; to consider and acknowledge the 56-1 One Report of the Board of Directors. The Board of Directors deems it appropriate to propose to the shareholders' meeting to consider for acknowledgement the 56-1 One Report of the Board of Directors of the Company for the Year 2023; and to consider the other matters.공시 • Apr 04Tapaco Public Company Limited Proposes Cash Dividend for the Operating Period from 01 November 2022 to 31 October 2023, Payable on 29 May 2024Tapaco Public Company Limited proposed cash dividend of THB 0.04 baht per share for the Operating period from 01 November 2022 to 31 October 2023. Record date 18 April 2024, Ex-dividend date 17 April 2024 and Payment date 29 May 2024. Shareholder's meeting date 30 April 2024.New Risk • Apr 03New major risk - Market cap sizeThe company's market capitalization is less than US$10m. Market cap: ฿275.9m (US$7.52m) This is considered a major risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (15% operating cash flow to total debt). Shares are highly illiquid. Earnings have declined by 32% per year over the past 5 years. Market cap is less than US$10m (฿275.9m market cap, or US$7.52m). Minor Risk Paying a dividend despite being loss-making.Board Change • Apr 03Less 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. 7 experienced directors. No highly experienced directors. 2 independent directors (6 non-independent directors). Independent Director Vinai Niyamosod was the last independent director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.공시 • Mar 20+ 1 more updateTapaco Public Company Limited to Report Q1, 2024 Results on Apr 30, 2024Tapaco Public Company Limited announced that they will report Q1, 2024 results on Apr 30, 2024Reported Earnings • Sep 15Third quarter 2023 earnings released: ฿0.06 loss per share (vs ฿0.12 profit in 3Q 2022)Third quarter 2023 results: ฿0.06 loss per share (down from ฿0.12 profit in 3Q 2022). Revenue: ฿398.6m (down 46% from 3Q 2022). Net loss: ฿25.5m (down 153% from profit in 3Q 2022). Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.New Risk • Jun 22New 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 6.1% 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 Earnings have declined by 21% per year over the past 5 years. Minor Risks High level of debt (61% net debt to equity). Share price has been volatile over the past 3 months (6.1% average weekly change). Market cap is less than US$100m (฿634.3m market cap, or US$18.2m).Reported Earnings • Jun 15Second quarter 2023 earnings released: ฿0.05 loss per share (vs ฿0.30 profit in 2Q 2022)Second quarter 2023 results: ฿0.05 loss per share (down from ฿0.30 profit in 2Q 2022). Revenue: ฿523.5m (down 22% from 2Q 2022). Net loss: ฿20.7m (down 117% from profit in 2Q 2022). Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has fallen by 24% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • May 30Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ฿1.97, the stock trades at a trailing P/E ratio of 11.2x. Average trailing P/E is 15x in the Machinery industry in Thailand. Total loss to shareholders of 56% over the past three years.Valuation Update With 7 Day Price Move • Apr 26Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ฿1.79, the stock trades at a trailing P/E ratio of 10.1x. Average trailing P/E is 15x in the Machinery industry in Thailand. Total loss to shareholders of 62% over the past three years.Buying Opportunity • Apr 04Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 23%. The fair value is estimated to be ฿2.78, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 44%.Upcoming Dividend • Feb 08Upcoming dividend of ฿0.02 per share at 0.4% yieldEligible shareholders must have bought the stock before 15 February 2023. Payment date: 27 March 2023. Payout ratio is a comfortable 5.1% and this is well supported by cash flows. Trailing yield: 0.4%. Lower than top quartile of Thai dividend payers (5.4%). Lower than average of industry peers (4.4%).Reported Earnings • Jan 31Full year 2022 earnings released: EPS: ฿0.27 (vs ฿0.032 in FY 2021)Full year 2022 results: EPS: ฿0.27 (up from ฿0.032 in FY 2021). Revenue: ฿2.66b (up 1.1% from FY 2021). Net income: ฿110.5m (up ฿97.3m from FY 2021). Profit margin: 4.1% (up from 0.5% in FY 2021). Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has fallen by 28% per year, which means it is significantly lagging earnings.공시 • Jan 20Tapaco Public Company Limited to Report Fiscal Year 2022 Results on Jan 27, 2023Tapaco Public Company Limited announced that they will report fiscal year 2022 results on Jan 27, 2023Board Change • Jan 20Less 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. 7 experienced directors. No highly experienced directors. 2 independent directors (6 non-independent directors). Independent Director Vinai Niyamosod was the last independent director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.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. 7 experienced directors. No highly experienced directors. 2 independent directors (6 non-independent directors). Independent Director Vinai Niyamosod was the last independent director to join the board, commencing their role in 2018. 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 • Sep 15Third quarter 2022 earnings released: EPS: ฿0.12 (vs ฿0.14 in 3Q 2021)Third quarter 2022 results: EPS: ฿0.12 (down from ฿0.14 in 3Q 2021). Revenue: ฿735.4m (down 5.9% from 3Q 2021). Net income: ฿48.5m (down 15% from 3Q 2021). Profit margin: 6.6% (down from 7.3% in 3Q 2021). Over the last 3 years on average, earnings per share has fallen by 19% per year whereas the company’s share price has fallen by 20% per year.Valuation Update With 7 Day Price Move • Aug 23Investor sentiment improved over the past weekAfter last week's 21% share price gain to ฿3.44, the stock trades at a trailing P/E ratio of 16x. Average trailing P/E is 21x in the Machinery industry in Thailand. Total loss to shareholders of 40% over the past three years.Valuation Update With 7 Day Price Move • Jul 05Investor sentiment deteriorated over the past weekAfter last week's 20% share price decline to ฿2.76, the stock trades at a trailing P/E ratio of 12.8x. Average trailing P/E is 21x in the Machinery industry in Thailand. Total loss to shareholders of 57% over the past three years.Valuation Update With 7 Day Price Move • Jun 21Investor sentiment improved over the past weekAfter last week's 15% share price gain to ฿3.66, the stock trades at a trailing P/E ratio of 17x. Average trailing P/E is 23x in the Machinery industry in Thailand. Total loss to shareholders of 34% over the past three years.Reported Earnings • Jun 16Second quarter 2022 earnings released: EPS: ฿0.30 (vs ฿0.091 in 2Q 2021)Second quarter 2022 results: EPS: ฿0.30 (up from ฿0.091 in 2Q 2021). Revenue: ฿674.0m (up 4.6% from 2Q 2021). Net income: ฿122.8m (up 227% from 2Q 2021). Profit margin: 18% (up from 5.8% in 2Q 2021). Over the last 3 years on average, earnings per share has fallen by 50% per year but the company’s share price has only fallen by 18% per year, which means it has not declined as severely as earnings.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. 8 experienced directors. No highly experienced directors. 2 independent directors (6 non-independent directors). Independent Director Vinai Niyamosod was the last independent director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Upcoming Dividend • Feb 01Upcoming dividend of ฿0.01 per shareEligible shareholders must have bought the stock before 08 February 2022. Payment date: 24 March 2022. The company is not currently making a profit and is not cash flow positive. Trailing yield: 0.3%. Lower than top quartile of Thai dividend payers (5.0%). Lower than average of industry peers (2.9%).Reported Earnings • Jan 07Full year 2021 earnings: EPS and revenues miss analyst expectationsFull year 2021 results: ฿0.029 loss per share (up from ฿0.12 loss in FY 2020). Revenue: ฿2.56b (up 45% from FY 2020). Net loss: ฿12.0m (loss narrowed 75% from FY 2020). Revenue missed analyst estimates by 17%. Earnings per share (EPS) were also behind analyst expectations. Earnings per share (EPS) missed analyst estimates. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 49 percentage points per year, which is a significant difference in performance.Valuation Update With 7 Day Price Move • Sep 23Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to ฿4.32, the stock trades at a trailing P/E ratio of 28.5x. Average trailing P/E is 19x in the Machinery industry in Thailand. Total loss to shareholders of 46% over the past three years.Reported Earnings • Sep 16Third quarter 2021 earnings released: EPS ฿0.14 (vs ฿0.019 loss in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: ฿781.8m (up 108% from 3Q 2020). Net income: ฿56.9m (up ฿64.7m from 3Q 2020). Profit margin: 7.3% (up from net loss in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 58% per year but the company’s share price has only fallen by 15% per year, which means it has not declined as severely as earnings.Reported Earnings • Jun 18Second quarter 2021 earnings released: EPS ฿0.09 (vs ฿0.038 loss in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: ฿644.4m (up 76% from 2Q 2020). Net income: ฿37.6m (up ฿53.1m from 2Q 2020). Profit margin: 5.8% (up from net loss in 2Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 50 percentage points per year, which is a significant difference in performance.Reported Earnings • Mar 17First quarter 2021 earnings released: EPS ฿0.03 (vs ฿0.054 in 1Q 2020)The company reported a mediocre first quarter result with weaker earnings and profit margins, although revenues improved. First quarter 2021 results: Revenue: ฿617.4m (up 35% from 1Q 2020). Net income: ฿14.0m (down 37% from 1Q 2020). Profit margin: 2.3% (down from 4.8% in 1Q 2020). Over the last 3 years on average, earnings per share has fallen by 73% per year but the company’s share price has only fallen by 38% per year, which means it has not declined as severely as earnings.Is New 90 Day High Low • Mar 15New 90-day high: ฿3.24The company is up 9.0% from a price of ฿2.98 on 15 December 2020. Outperformed the Thai market which is up 7.0% over the last 90 days. Lagged the Machinery industry, which is up 15% over the same period.Is New 90 Day High Low • Jan 28New 90-day low: ฿2.62The company is down 11% from its price of ฿2.94 on 30 October 2020. The Thai market is up 25% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Machinery industry, which is up 8.0% over the same period.Upcoming Dividend • Jan 28Upcoming Dividend of ฿0.01 Per ShareWill be paid on the 24th of March to those who are registered shareholders by the 4th of February. The trailing yield of 0.4% is below the top quartile of Thai dividend payers (6.3%), and is lower than industry peers (4.7%).Reported Earnings • Jan 20Full year 2020 earnings released: ฿0.12 loss per shareThe company reported a poor full year result with weaker earnings, revenues and control over expenses. Full year 2020 results: Revenue: ฿1.77b (down 2.8% from FY 2019). Net loss: ฿47.3m (down 160% from profit in FY 2019). Over the last 3 years on average, earnings per share has fallen by 66% per year but the company’s share price has only fallen by 40% per year, which means it has not declined as severely as earnings.Reported Earnings • Jan 05Full year 2020 earnings released: ฿0.11 loss per shareThe company reported a poor full year result with weaker earnings, revenues and control over expenses. Full year 2020 results: Revenue: ฿1.77b (down 3.6% from FY 2019). Net loss: ฿47.3m (down 160% from profit in FY 2019). Over the last 3 years on average, earnings per share has fallen by 66% per year but the company’s share price has only fallen by 43% per year, which means it has not declined as severely as earnings.Is New 90 Day High Low • Sep 24New 90-day low: ฿2.70The company is down 31% from its price of ฿3.90 on 26 June 2020. The Thai market is down 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Machinery industry, which is up 1.0% over the same period.지급의 안정성과 성장배당 데이터 가져오는 중안정적인 배당: TAPAC 의 배당금 지급은 지난 10 년 동안 휘발성이었습니다.배당금 증가: TAPAC 의 배당금 지급액은 지난 10 년 동안 감소했습니다.배당 수익률 vs 시장Tapaco 배당 수익률 vs 시장TAPAC의 배당 수익률은 시장과 어떻게 비교되나요?구분배당 수익률회사 (TAPAC)7.7%시장 하위 25% (TH)3.4%시장 상위 25% (TH)7.5%업계 평균 (Machinery)6.3%분석가 예측 (TAPAC) (최대 3년)n/a주목할만한 배당금: TAPAC 의 배당금( 7.69% )은 TH 시장에서 배당금 지급자의 하위 25%( 3.35% )보다 높습니다.고배당: TAPAC 의 배당금( 7.69% )은 TH 시장( 7.48% )주주 대상 이익 배당수익 보장: TAPAC 배당금을 지급하고 있지만 회사는 수익성이 없습니다.주주 현금 배당현금 흐름 범위: 현금 지급 비율 ( 25% )이 낮기 때문에 TAPAC 의 배당금 지급은 현금 흐름으로 잘 충당됩니다.높은 배당을 제공하는 우량 기업 찾기7D1Y7D1Y7D1YTH 시장에서 배당이 강한 기업.View Management기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2024/07/30 20:04종가2024/05/02 00:00수익2023/10/31연간 수익2023/10/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Tapaco Public Company Limited는 1명의 분석가가 다루고 있습니다. 이 중 0명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Tanawin PichatsiripohnGloblex Securities Co. Ltd.
Upcoming Dividend • Apr 10Upcoming dividend of ฿0.04 per shareEligible shareholders must have bought the stock before 17 April 2024. Payment date: 29 May 2024. The company is not currently making a profit but it is cash flow positive. Trailing yield: 5.3%. Lower than top quartile of Thai dividend payers (5.8%). Lower than average of industry peers (6.1%).
공시 • Apr 04Tapaco Public Company Limited Proposes Cash Dividend for the Operating Period from 01 November 2022 to 31 October 2023, Payable on 29 May 2024Tapaco Public Company Limited proposed cash dividend of THB 0.04 baht per share for the Operating period from 01 November 2022 to 31 October 2023. Record date 18 April 2024, Ex-dividend date 17 April 2024 and Payment date 29 May 2024. Shareholder's meeting date 30 April 2024.
Upcoming Dividend • Feb 08Upcoming dividend of ฿0.02 per share at 0.4% yieldEligible shareholders must have bought the stock before 15 February 2023. Payment date: 27 March 2023. Payout ratio is a comfortable 5.1% and this is well supported by cash flows. Trailing yield: 0.4%. Lower than top quartile of Thai dividend payers (5.4%). Lower than average of industry peers (4.4%).
Upcoming Dividend • Feb 01Upcoming dividend of ฿0.01 per shareEligible shareholders must have bought the stock before 08 February 2022. Payment date: 24 March 2022. The company is not currently making a profit and is not cash flow positive. Trailing yield: 0.3%. Lower than top quartile of Thai dividend payers (5.0%). Lower than average of industry peers (2.9%).
Upcoming Dividend • Jan 28Upcoming Dividend of ฿0.01 Per ShareWill be paid on the 24th of March to those who are registered shareholders by the 4th of February. The trailing yield of 0.4% is below the top quartile of Thai dividend payers (6.3%), and is lower than industry peers (4.7%).
공시 • Apr 07Tapaco Public Company Limited to Report Fiscal Year 2026 Results on May 29, 2026Tapaco Public Company Limited announced that they will report fiscal year 2026 results on May 29, 2026
공시 • Oct 21Tapaco Public Company Limited to Report Q3, 2025 Results on Dec 03, 2025Tapaco Public Company Limited announced that they will report Q3, 2025 results on Dec 03, 2025
공시 • Apr 01Tapaco Public Company Limited to Report Fiscal Year 2024 Results on Apr 30, 2025Tapaco Public Company Limited announced that they will report fiscal year 2024 results on Apr 30, 2025
공시 • Feb 17Tapaco Public Company Limited to Report Q4, 2024 Results on Mar 31, 2025Tapaco Public Company Limited announced that they will report Q4, 2024 results on Mar 31, 2025
공시 • Dec 17Tapaco Public Company Limited to Report Q4, 2024 Results on Jan 15, 2025Tapaco Public Company Limited announced that they will report Q4, 2024 results on Jan 15, 2025
공시 • May 03Nattapong Panjaworayan Announces Not to Stand for Re-Election to the Board of Tapaco Public Company LimitedTapaco Public Company Limited convened its Annual General Meeting of the Shareholders for the year 2024 on the April 30, 2024. At the AGM, the shareholders resolved that the directors Mr. Nattapong Panjaworayan would like to not extend his term.
Upcoming Dividend • Apr 10Upcoming dividend of ฿0.04 per shareEligible shareholders must have bought the stock before 17 April 2024. Payment date: 29 May 2024. The company is not currently making a profit but it is cash flow positive. Trailing yield: 5.3%. Lower than top quartile of Thai dividend payers (5.8%). Lower than average of industry peers (6.1%).
공시 • Apr 05Tapaco Public Company Limited, Annual General Meeting, Apr 30, 2024Tapaco Public Company Limited, Annual General Meeting, Apr 30, 2024, at 10:00 SE Asia Standard Time. Agenda: To consider and approve the minutes of the Annual General Meeting of Meeting of the Shareholders of Year 2023. The Board of Directors it appropriate to propose to the shareholders' meeting to consider and approve the minutes of the Annual General Meeting of Shareholders of Year 2023; to consider and acknowledge the 56-1 One Report of the Board of Directors. The Board of Directors deems it appropriate to propose to the shareholders' meeting to consider for acknowledgement the 56-1 One Report of the Board of Directors of the Company for the Year 2023; and to consider the other matters.
공시 • Apr 04Tapaco Public Company Limited Proposes Cash Dividend for the Operating Period from 01 November 2022 to 31 October 2023, Payable on 29 May 2024Tapaco Public Company Limited proposed cash dividend of THB 0.04 baht per share for the Operating period from 01 November 2022 to 31 October 2023. Record date 18 April 2024, Ex-dividend date 17 April 2024 and Payment date 29 May 2024. Shareholder's meeting date 30 April 2024.
New Risk • Apr 03New major risk - Market cap sizeThe company's market capitalization is less than US$10m. Market cap: ฿275.9m (US$7.52m) This is considered a major risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (15% operating cash flow to total debt). Shares are highly illiquid. Earnings have declined by 32% per year over the past 5 years. Market cap is less than US$10m (฿275.9m market cap, or US$7.52m). Minor Risk Paying a dividend despite being loss-making.
Board Change • Apr 03Less 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. 7 experienced directors. No highly experienced directors. 2 independent directors (6 non-independent directors). Independent Director Vinai Niyamosod was the last independent director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
공시 • Mar 20+ 1 more updateTapaco Public Company Limited to Report Q1, 2024 Results on Apr 30, 2024Tapaco Public Company Limited announced that they will report Q1, 2024 results on Apr 30, 2024
Reported Earnings • Sep 15Third quarter 2023 earnings released: ฿0.06 loss per share (vs ฿0.12 profit in 3Q 2022)Third quarter 2023 results: ฿0.06 loss per share (down from ฿0.12 profit in 3Q 2022). Revenue: ฿398.6m (down 46% from 3Q 2022). Net loss: ฿25.5m (down 153% from profit in 3Q 2022). Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.
New Risk • Jun 22New 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 6.1% 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 Earnings have declined by 21% per year over the past 5 years. Minor Risks High level of debt (61% net debt to equity). Share price has been volatile over the past 3 months (6.1% average weekly change). Market cap is less than US$100m (฿634.3m market cap, or US$18.2m).
Reported Earnings • Jun 15Second quarter 2023 earnings released: ฿0.05 loss per share (vs ฿0.30 profit in 2Q 2022)Second quarter 2023 results: ฿0.05 loss per share (down from ฿0.30 profit in 2Q 2022). Revenue: ฿523.5m (down 22% from 2Q 2022). Net loss: ฿20.7m (down 117% from profit in 2Q 2022). Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has fallen by 24% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • May 30Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ฿1.97, the stock trades at a trailing P/E ratio of 11.2x. Average trailing P/E is 15x in the Machinery industry in Thailand. Total loss to shareholders of 56% over the past three years.
Valuation Update With 7 Day Price Move • Apr 26Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ฿1.79, the stock trades at a trailing P/E ratio of 10.1x. Average trailing P/E is 15x in the Machinery industry in Thailand. Total loss to shareholders of 62% over the past three years.
Buying Opportunity • Apr 04Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 23%. The fair value is estimated to be ฿2.78, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 44%.
Upcoming Dividend • Feb 08Upcoming dividend of ฿0.02 per share at 0.4% yieldEligible shareholders must have bought the stock before 15 February 2023. Payment date: 27 March 2023. Payout ratio is a comfortable 5.1% and this is well supported by cash flows. Trailing yield: 0.4%. Lower than top quartile of Thai dividend payers (5.4%). Lower than average of industry peers (4.4%).
Reported Earnings • Jan 31Full year 2022 earnings released: EPS: ฿0.27 (vs ฿0.032 in FY 2021)Full year 2022 results: EPS: ฿0.27 (up from ฿0.032 in FY 2021). Revenue: ฿2.66b (up 1.1% from FY 2021). Net income: ฿110.5m (up ฿97.3m from FY 2021). Profit margin: 4.1% (up from 0.5% in FY 2021). Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has fallen by 28% per year, which means it is significantly lagging earnings.
공시 • Jan 20Tapaco Public Company Limited to Report Fiscal Year 2022 Results on Jan 27, 2023Tapaco Public Company Limited announced that they will report fiscal year 2022 results on Jan 27, 2023
Board Change • Jan 20Less 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. 7 experienced directors. No highly experienced directors. 2 independent directors (6 non-independent directors). Independent Director Vinai Niyamosod was the last independent director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
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. 7 experienced directors. No highly experienced directors. 2 independent directors (6 non-independent directors). Independent Director Vinai Niyamosod was the last independent director to join the board, commencing their role in 2018. 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 • Sep 15Third quarter 2022 earnings released: EPS: ฿0.12 (vs ฿0.14 in 3Q 2021)Third quarter 2022 results: EPS: ฿0.12 (down from ฿0.14 in 3Q 2021). Revenue: ฿735.4m (down 5.9% from 3Q 2021). Net income: ฿48.5m (down 15% from 3Q 2021). Profit margin: 6.6% (down from 7.3% in 3Q 2021). Over the last 3 years on average, earnings per share has fallen by 19% per year whereas the company’s share price has fallen by 20% per year.
Valuation Update With 7 Day Price Move • Aug 23Investor sentiment improved over the past weekAfter last week's 21% share price gain to ฿3.44, the stock trades at a trailing P/E ratio of 16x. Average trailing P/E is 21x in the Machinery industry in Thailand. Total loss to shareholders of 40% over the past three years.
Valuation Update With 7 Day Price Move • Jul 05Investor sentiment deteriorated over the past weekAfter last week's 20% share price decline to ฿2.76, the stock trades at a trailing P/E ratio of 12.8x. Average trailing P/E is 21x in the Machinery industry in Thailand. Total loss to shareholders of 57% over the past three years.
Valuation Update With 7 Day Price Move • Jun 21Investor sentiment improved over the past weekAfter last week's 15% share price gain to ฿3.66, the stock trades at a trailing P/E ratio of 17x. Average trailing P/E is 23x in the Machinery industry in Thailand. Total loss to shareholders of 34% over the past three years.
Reported Earnings • Jun 16Second quarter 2022 earnings released: EPS: ฿0.30 (vs ฿0.091 in 2Q 2021)Second quarter 2022 results: EPS: ฿0.30 (up from ฿0.091 in 2Q 2021). Revenue: ฿674.0m (up 4.6% from 2Q 2021). Net income: ฿122.8m (up 227% from 2Q 2021). Profit margin: 18% (up from 5.8% in 2Q 2021). Over the last 3 years on average, earnings per share has fallen by 50% per year but the company’s share price has only fallen by 18% per year, which means it has not declined as severely as earnings.
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. 8 experienced directors. No highly experienced directors. 2 independent directors (6 non-independent directors). Independent Director Vinai Niyamosod was the last independent director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Upcoming Dividend • Feb 01Upcoming dividend of ฿0.01 per shareEligible shareholders must have bought the stock before 08 February 2022. Payment date: 24 March 2022. The company is not currently making a profit and is not cash flow positive. Trailing yield: 0.3%. Lower than top quartile of Thai dividend payers (5.0%). Lower than average of industry peers (2.9%).
Reported Earnings • Jan 07Full year 2021 earnings: EPS and revenues miss analyst expectationsFull year 2021 results: ฿0.029 loss per share (up from ฿0.12 loss in FY 2020). Revenue: ฿2.56b (up 45% from FY 2020). Net loss: ฿12.0m (loss narrowed 75% from FY 2020). Revenue missed analyst estimates by 17%. Earnings per share (EPS) were also behind analyst expectations. Earnings per share (EPS) missed analyst estimates. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 49 percentage points per year, which is a significant difference in performance.
Valuation Update With 7 Day Price Move • Sep 23Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to ฿4.32, the stock trades at a trailing P/E ratio of 28.5x. Average trailing P/E is 19x in the Machinery industry in Thailand. Total loss to shareholders of 46% over the past three years.
Reported Earnings • Sep 16Third quarter 2021 earnings released: EPS ฿0.14 (vs ฿0.019 loss in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: ฿781.8m (up 108% from 3Q 2020). Net income: ฿56.9m (up ฿64.7m from 3Q 2020). Profit margin: 7.3% (up from net loss in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 58% per year but the company’s share price has only fallen by 15% per year, which means it has not declined as severely as earnings.
Reported Earnings • Jun 18Second quarter 2021 earnings released: EPS ฿0.09 (vs ฿0.038 loss in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: ฿644.4m (up 76% from 2Q 2020). Net income: ฿37.6m (up ฿53.1m from 2Q 2020). Profit margin: 5.8% (up from net loss in 2Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 50 percentage points per year, which is a significant difference in performance.
Reported Earnings • Mar 17First quarter 2021 earnings released: EPS ฿0.03 (vs ฿0.054 in 1Q 2020)The company reported a mediocre first quarter result with weaker earnings and profit margins, although revenues improved. First quarter 2021 results: Revenue: ฿617.4m (up 35% from 1Q 2020). Net income: ฿14.0m (down 37% from 1Q 2020). Profit margin: 2.3% (down from 4.8% in 1Q 2020). Over the last 3 years on average, earnings per share has fallen by 73% per year but the company’s share price has only fallen by 38% per year, which means it has not declined as severely as earnings.
Is New 90 Day High Low • Mar 15New 90-day high: ฿3.24The company is up 9.0% from a price of ฿2.98 on 15 December 2020. Outperformed the Thai market which is up 7.0% over the last 90 days. Lagged the Machinery industry, which is up 15% over the same period.
Is New 90 Day High Low • Jan 28New 90-day low: ฿2.62The company is down 11% from its price of ฿2.94 on 30 October 2020. The Thai market is up 25% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Machinery industry, which is up 8.0% over the same period.
Upcoming Dividend • Jan 28Upcoming Dividend of ฿0.01 Per ShareWill be paid on the 24th of March to those who are registered shareholders by the 4th of February. The trailing yield of 0.4% is below the top quartile of Thai dividend payers (6.3%), and is lower than industry peers (4.7%).
Reported Earnings • Jan 20Full year 2020 earnings released: ฿0.12 loss per shareThe company reported a poor full year result with weaker earnings, revenues and control over expenses. Full year 2020 results: Revenue: ฿1.77b (down 2.8% from FY 2019). Net loss: ฿47.3m (down 160% from profit in FY 2019). Over the last 3 years on average, earnings per share has fallen by 66% per year but the company’s share price has only fallen by 40% per year, which means it has not declined as severely as earnings.
Reported Earnings • Jan 05Full year 2020 earnings released: ฿0.11 loss per shareThe company reported a poor full year result with weaker earnings, revenues and control over expenses. Full year 2020 results: Revenue: ฿1.77b (down 3.6% from FY 2019). Net loss: ฿47.3m (down 160% from profit in FY 2019). Over the last 3 years on average, earnings per share has fallen by 66% per year but the company’s share price has only fallen by 43% per year, which means it has not declined as severely as earnings.
Is New 90 Day High Low • Sep 24New 90-day low: ฿2.70The company is down 31% from its price of ฿3.90 on 26 June 2020. The Thai market is down 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Machinery industry, which is up 1.0% over the same period.