Valuation Update With 7 Day Price Move • May 01
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to ฿15.50, the stock trades at a trailing P/E ratio of 13.5x. Average trailing P/E is 13x in the Consumer Retailing industry in Thailand. Valuation Update With 7 Day Price Move • Mar 30
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to ฿12.60, the stock trades at a trailing P/E ratio of 11x. Average trailing P/E is 10x in the Consumer Retailing industry in Thailand. Valuation Update With 7 Day Price Move • Mar 11
Investor sentiment improves as stock rises 18% After last week's 18% share price gain to ฿11.60, the stock trades at a trailing P/E ratio of 10.1x. Average trailing P/E is 11x in the Consumer Retailing industry in Thailand. Buy Or Sell Opportunity • Feb 27
Now 31% overvalued The stock has been flat over the last 90 days, currently trading at ฿11.40. The fair value is estimated to be ฿8.73, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 50% over the last 3 years. Earnings per share has grown by 56%. Reported Earnings • Feb 25
Full year 2025 earnings released: EPS: ฿1.60 (vs ฿0.46 in FY 2024) Full year 2025 results: EPS: ฿1.60 (up from ฿0.46 in FY 2024). Revenue: ฿2.52b (up 126% from FY 2024). Net income: ฿229.6m (up 257% from FY 2024). Profit margin: 9.1% (up from 5.8% in FY 2024). The increase in margin was driven by higher revenue. 공시 • Feb 25
NTF Intergroup (Thailand) Public Company Limited announces Annual dividend, payable on May 22, 2026 NTF Intergroup (Thailand) Public Company Limited announced Annual dividend of THB 0.1145 per share payable on May 22, 2026, ex-date on May 07, 2026 and record date on May 08, 2026. Valuation Update With 7 Day Price Move • Feb 24
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to ฿7.15, the stock trades at a trailing P/E ratio of 6.8x. Average trailing P/E is 13x in the Consumer Retailing industry in Thailand. 공시 • Feb 24
NTF Intergroup (Thailand) Public Company Limited, Annual General Meeting, Apr 28, 2026 NTF Intergroup (Thailand) Public Company Limited, Annual General Meeting, Apr 28, 2026, at 13:00 SE Asia Standard Time. 공시 • Jan 17
NTF Intergroup (Thailand) Public Company Limited Announces Change of Chief Accountant NTF Intergroup (Thailand) Public Company Limited announced that Mr. IDSARED LOEDKHONSARN will terminate his position as Chief Accountant (Assistant Accounting Manager) effective January 15, 2026. NTF announced the appointment of Mr. JITPANU NAKSUPPAMIT as Chief Accountant (Accounting Manager) effective January 16, 2026. Valuation Update With 7 Day Price Move • Jan 09
Investor sentiment deteriorates as stock falls 19% After last week's 19% share price decline to ฿5.00, the stock trades at a trailing P/E ratio of 4.8x. Average trailing P/E is 13x in the Consumer Retailing industry in Thailand. New Risk • Dec 24
New major risk - Financial position The company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 15% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. 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. High level of non-cash earnings (65% accrual ratio). Minor Risk Market cap is less than US$100m (฿1.31b market cap, or US$42.2m). Board Change • Dec 18
Less than half of directors are independent There are 5 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Director Renu Wilasri was the last independent director to join the board, commencing their role in 2024. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.