SEI Medical (SEI) 주식 개요SEI Medical Public Company Limited는 태국에서 과학 및 의료 장비 유통에 종사하고 있습니다. 자세히 보기SEI 펀더멘털 분석스노우플레이크 점수가치 평가3/6미래 성장0/6과거 실적1/6재무 건전성5/6배당2/6강점공정 가치 추정치보다 낮은 18.4% 에서 거래위험 분석높은 수준의 비현금 수입의미 있는 시가총액이 없습니다(THB303M)6.18% 의 배당금은 잉여현금흐름으로 잘 충당되지 않습니다.이익 마진 (8%)이 지난해 (13.6%)보다 낮습니다.모든 위험 점검 보기SEI Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW486,881 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINROAG486,881 investors already sharing narrativesYour Fair Value฿Current Price฿1.7842.4% 고평가 내재 할인율Growth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture0516m2016201920222025202620282031Revenue ฿402.8mEarnings ฿32.1mAdvancedSet Fair ValueView all narrativesSEI Medical Public Company Limited 경쟁사Techno MedicalSymbol: SET:TMMarket cap: ฿286.4mWinnergy MedicalSymbol: SET:WINMEDMarket cap: ฿360.0mSMD RiseSymbol: SET:SMD100Market cap: ฿245.1mE for L AimSymbol: SET:EFORLMarket cap: ฿519.8m가격 이력 및 성과SEI Medical 주가의 최고가, 최저가 및 변동 요약과거 주가현재 주가฿1.7852주 최고가฿3.2652주 최저가฿1.49베타01개월 변동11.25%3개월 변동-11.00%1년 변동-41.45%3년 변동n/a5년 변동n/aIPO 이후 변동-71.75%최근 뉴스 및 업데이트New Risk • May 21New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 28% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risks High level of non-cash earnings (28% accrual ratio). Market cap is less than US$10m (฿258.4m market cap, or US$7.91m). Minor Risks Paying a dividend despite having no free cash flows. Profit margins are more than 30% lower than last year (8.0% net profit margin).Valuation Update With 7 Day Price Move • May 18Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to ฿1.65, the stock trades at a trailing P/E ratio of 6x. Average trailing P/E is 15x in the Healthcare industry in Thailand. Total loss to shareholders of 46% over the past year.New Risk • May 15New major risk - Market cap sizeThe company's market capitalization is less than US$10m. Market cap: ฿292.4m (US$8.97m) 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. This is currently the only risk that has been identified for the company.Reported Earnings • Mar 01Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: ฿0.27 (down from ฿0.40 in FY 2024). Revenue: ฿449.7m (up 1.3% from FY 2024). Net income: ฿46.5m (down 13% from FY 2024). Profit margin: 10% (down from 12% in FY 2024). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 10%. Earnings per share (EPS) also missed analyst estimates by 23%.Declared Dividend • Mar 01Dividend reduced to ฿0.11Dividend of ฿0.11 is 8.3% lower than last year. Ex-date: 12th March 2026 Payment date: 8th May 2026 Dividend yield will be 4.5%, which is higher than the industry average of 2.3%. Sustainability & Growth Dividend is covered by both earnings (37% earnings payout ratio) and cash flows (57% cash payout ratio). The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years. EPS is expected to remain steady over the next year, which should provide adequate earnings cover for the dividend.공고 • Feb 27+ 1 more updateSEI Medical Public Company Limited announces Annual dividend, payable on May 08, 2026SEI Medical Public Company Limited announced Annual dividend of THB 0.1100 per share payable on May 08, 2026, ex-date on March 12, 2026 and record date on March 13, 2026.더 많은 업데이트 보기Recent updatesNew Risk • May 21New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 28% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risks High level of non-cash earnings (28% accrual ratio). Market cap is less than US$10m (฿258.4m market cap, or US$7.91m). Minor Risks Paying a dividend despite having no free cash flows. Profit margins are more than 30% lower than last year (8.0% net profit margin).Valuation Update With 7 Day Price Move • May 18Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to ฿1.65, the stock trades at a trailing P/E ratio of 6x. Average trailing P/E is 15x in the Healthcare industry in Thailand. Total loss to shareholders of 46% over the past year.New Risk • May 15New major risk - Market cap sizeThe company's market capitalization is less than US$10m. Market cap: ฿292.4m (US$8.97m) 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. This is currently the only risk that has been identified for the company.Reported Earnings • Mar 01Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: ฿0.27 (down from ฿0.40 in FY 2024). Revenue: ฿449.7m (up 1.3% from FY 2024). Net income: ฿46.5m (down 13% from FY 2024). Profit margin: 10% (down from 12% in FY 2024). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 10%. Earnings per share (EPS) also missed analyst estimates by 23%.Declared Dividend • Mar 01Dividend reduced to ฿0.11Dividend of ฿0.11 is 8.3% lower than last year. Ex-date: 12th March 2026 Payment date: 8th May 2026 Dividend yield will be 4.5%, which is higher than the industry average of 2.3%. Sustainability & Growth Dividend is covered by both earnings (37% earnings payout ratio) and cash flows (57% cash payout ratio). The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years. EPS is expected to remain steady over the next year, which should provide adequate earnings cover for the dividend.공고 • Feb 27+ 1 more updateSEI Medical Public Company Limited announces Annual dividend, payable on May 08, 2026SEI Medical Public Company Limited announced Annual dividend of THB 0.1100 per share payable on May 08, 2026, ex-date on March 12, 2026 and record date on March 13, 2026.Valuation Update With 7 Day Price Move • Feb 18Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ฿2.62, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 18x in the Healthcare industry in Thailand. Total loss to shareholders of 23% over the past year.Reported Earnings • Aug 08Second quarter 2025 earnings released: EPS: ฿0.046 (vs ฿0.13 in 2Q 2024)Second quarter 2025 results: EPS: ฿0.046 (down from ฿0.13 in 2Q 2024). Revenue: ฿102.3m (down 17% from 2Q 2024). Net income: ฿7.90m (down 49% from 2Q 2024). Profit margin: 7.7% (down from 13% in 2Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 10% p.a. on average during the next 2 years, compared to a 5.9% growth forecast for the Healthcare industry in Thailand.Buy Or Sell Opportunity • May 28Now 20% overvaluedOver the last 90 days, the stock has fallen 3.1% to ฿3.12. The fair value is estimated to be ฿2.60, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 41% over the last year. Earnings per share has grown by 210%. Revenue is forecast to grow by 0.3% in a year. Earnings are forecast to decline by 12% in the next year.Reported Earnings • May 17First quarter 2025 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2025 results: EPS: ฿0.13 (up from ฿0.036 in 1Q 2024). Revenue: ฿147.1m (up 95% from 1Q 2024). Net income: ฿22.2m (up 407% from 1Q 2024). Profit margin: 15% (up from 5.8% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 12%. Earnings per share (EPS) also surpassed analyst estimates by 8.3%. Revenue is forecast to grow 4.9% p.a. on average during the next 2 years, compared to a 6.1% growth forecast for the Healthcare industry in Thailand.Buy Or Sell Opportunity • Apr 08Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 39% to ฿2.76. The fair value is estimated to be ฿3.47, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.2% over the last 3 years. Earnings per share has declined by 63%. Revenue is forecast to grow by 25% in 2 years. Earnings are forecast to grow by 33% in the next 2 years.New Risk • Mar 15New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. Dividend per share is over 256x earnings per share. Cash payout ratio: 0% Dividend yield: 3.9% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain 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 Dividend is not well covered by earnings and cash flows. Dividend per share is over 256x earnings per share. Cash payout ratio: 0% Minor Risks Share price has been volatile over the past 3 months (8.0% average weekly change). Market cap is less than US$100m (฿520.2m market cap, or US$15.5m).공고 • Mar 01SEI Medical Public Company Limited, Annual General Meeting, Apr 18, 2025SEI Medical Public Company Limited, Annual General Meeting, Apr 18, 2025, at 15:00 SE Asia Standard Time. Location: 546 ratchada one building, floor 7 th, ratchadaphisek road, chan kasem, chatuchak bangkok 10900, ThailandValuation Update With 7 Day Price Move • Dec 27Investor sentiment improves as stock rises 18%After last week's 18% share price gain to ฿4.02, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 19x in the Healthcare industry in Thailand.Valuation Update With 7 Day Price Move • Dec 12Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ฿4.04, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 20x in the Healthcare industry in Thailand.Valuation Update With 7 Day Price Move • Nov 15Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to ฿4.88, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 19x in the Healthcare industry in Thailand.Valuation Update With 7 Day Price Move • Oct 31Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ฿5.45, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 19x in the Healthcare industry in Thailand.Buy Or Sell Opportunity • Oct 08Now 22% undervaluedThe stock has been flat over the last 90 days, currently trading at ฿4.92. The fair value is estimated to be ฿6.29, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.7% over the last year. Earnings per share has declined by 67%. Revenue is forecast to grow by 65% in 2 years. Earnings are forecast to grow by 129% in the next 2 years.Board Change • Sep 25Less 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 an independent director. The company's board is composed of: 1 new director. 6 experienced directors. No highly experienced directors. 2 independent directors (5 non-independent directors). Independent Committee Prompong Ngamdamronk 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. Insufficient board refreshment.주주 수익률SEITH HealthcareTH 시장7D6.0%1.0%1.7%1Y-41.4%-3.0%37.6%전체 주주 수익률 보기수익률 대 산업: SEI은 지난 1년 동안 -3%의 수익을 기록한 TH Healthcare 산업보다 저조한 성과를 냈습니다.수익률 대 시장: SEI은 지난 1년 동안 37.6%를 기록한 TH 시장보다 저조한 성과를 냈습니다.주가 변동성Is SEI's price volatile compared to industry and market?SEI volatilitySEI Average Weekly Movement5.6%Healthcare Industry Average Movement3.3%Market Average Movement4.1%10% most volatile stocks in TH Market10.2%10% least volatile stocks in TH Market1.9%안정적인 주가: SEI는 지난 3개월 동안 TH 시장에 비해 주가 변동성이 크지 않았습니다.시간에 따른 변동성: SEI의 주간 변동성(6%)은 지난 1년 동안 안정적이었습니다.회사 소개설립직원 수CEO웹사이트1986n/aKarn Punyacharoensinwww.sei.co.thSEI Medical Public Company Limited는 태국에서 과학 및 의료 장비를 유통하는 회사입니다. 이 회사는 내시경, 외과, 미용, 신생아 치료 및 실험실 장비를 제공합니다. 또한 서비스 및 의료 장비 임대 계약 사업에도 관여하고 있습니다.더 보기SEI Medical Public Company Limited 기초 지표 요약SEI Medical의 순이익과 매출은 시가총액과 어떻게 비교됩니까?SEI 기초 통계시가총액฿302.60m순이익 (TTM)฿32.09m매출 (TTM)฿402.78m9.4x주가수익비율(P/E)0.8x주가매출비율(P/S)SEI는 고평가되어 있습니까?공정 가치 및 평가 분석 보기순이익 및 매출최근 실적 보고서(TTM)의 주요 수익성 지표SEI 손익계산서 (TTM)매출฿402.78m매출원가฿258.39m총이익฿144.38m기타 비용฿112.30m순이익฿32.09m최근 보고된 실적Mar 31, 2026다음 실적 발표일해당 없음주당순이익(EPS)0.19총이익률35.85%순이익률7.97%부채/자본 비율32.1%SEI의 장기 실적은 어땠습니까?과거 실적 및 비교 보기배당6.2%현재 배당 수익률58%배당 성향View Valuation기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/07/17 23:53종가2026/07/17 00:00수익2026/03/31연간 수익2025/12/31데이터 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 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.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 소스SEI Medical 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.분석가기관Thakol BanjongruckYuanta Securities (Thailand) Company Limited
New Risk • May 21New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 28% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risks High level of non-cash earnings (28% accrual ratio). Market cap is less than US$10m (฿258.4m market cap, or US$7.91m). Minor Risks Paying a dividend despite having no free cash flows. Profit margins are more than 30% lower than last year (8.0% net profit margin).
Valuation Update With 7 Day Price Move • May 18Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to ฿1.65, the stock trades at a trailing P/E ratio of 6x. Average trailing P/E is 15x in the Healthcare industry in Thailand. Total loss to shareholders of 46% over the past year.
New Risk • May 15New major risk - Market cap sizeThe company's market capitalization is less than US$10m. Market cap: ฿292.4m (US$8.97m) 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. This is currently the only risk that has been identified for the company.
Reported Earnings • Mar 01Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: ฿0.27 (down from ฿0.40 in FY 2024). Revenue: ฿449.7m (up 1.3% from FY 2024). Net income: ฿46.5m (down 13% from FY 2024). Profit margin: 10% (down from 12% in FY 2024). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 10%. Earnings per share (EPS) also missed analyst estimates by 23%.
Declared Dividend • Mar 01Dividend reduced to ฿0.11Dividend of ฿0.11 is 8.3% lower than last year. Ex-date: 12th March 2026 Payment date: 8th May 2026 Dividend yield will be 4.5%, which is higher than the industry average of 2.3%. Sustainability & Growth Dividend is covered by both earnings (37% earnings payout ratio) and cash flows (57% cash payout ratio). The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years. EPS is expected to remain steady over the next year, which should provide adequate earnings cover for the dividend.
공고 • Feb 27+ 1 more updateSEI Medical Public Company Limited announces Annual dividend, payable on May 08, 2026SEI Medical Public Company Limited announced Annual dividend of THB 0.1100 per share payable on May 08, 2026, ex-date on March 12, 2026 and record date on March 13, 2026.
New Risk • May 21New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 28% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risks High level of non-cash earnings (28% accrual ratio). Market cap is less than US$10m (฿258.4m market cap, or US$7.91m). Minor Risks Paying a dividend despite having no free cash flows. Profit margins are more than 30% lower than last year (8.0% net profit margin).
Valuation Update With 7 Day Price Move • May 18Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to ฿1.65, the stock trades at a trailing P/E ratio of 6x. Average trailing P/E is 15x in the Healthcare industry in Thailand. Total loss to shareholders of 46% over the past year.
New Risk • May 15New major risk - Market cap sizeThe company's market capitalization is less than US$10m. Market cap: ฿292.4m (US$8.97m) 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. This is currently the only risk that has been identified for the company.
Reported Earnings • Mar 01Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: ฿0.27 (down from ฿0.40 in FY 2024). Revenue: ฿449.7m (up 1.3% from FY 2024). Net income: ฿46.5m (down 13% from FY 2024). Profit margin: 10% (down from 12% in FY 2024). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 10%. Earnings per share (EPS) also missed analyst estimates by 23%.
Declared Dividend • Mar 01Dividend reduced to ฿0.11Dividend of ฿0.11 is 8.3% lower than last year. Ex-date: 12th March 2026 Payment date: 8th May 2026 Dividend yield will be 4.5%, which is higher than the industry average of 2.3%. Sustainability & Growth Dividend is covered by both earnings (37% earnings payout ratio) and cash flows (57% cash payout ratio). The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years. EPS is expected to remain steady over the next year, which should provide adequate earnings cover for the dividend.
공고 • Feb 27+ 1 more updateSEI Medical Public Company Limited announces Annual dividend, payable on May 08, 2026SEI Medical Public Company Limited announced Annual dividend of THB 0.1100 per share payable on May 08, 2026, ex-date on March 12, 2026 and record date on March 13, 2026.
Valuation Update With 7 Day Price Move • Feb 18Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ฿2.62, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 18x in the Healthcare industry in Thailand. Total loss to shareholders of 23% over the past year.
Reported Earnings • Aug 08Second quarter 2025 earnings released: EPS: ฿0.046 (vs ฿0.13 in 2Q 2024)Second quarter 2025 results: EPS: ฿0.046 (down from ฿0.13 in 2Q 2024). Revenue: ฿102.3m (down 17% from 2Q 2024). Net income: ฿7.90m (down 49% from 2Q 2024). Profit margin: 7.7% (down from 13% in 2Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 10% p.a. on average during the next 2 years, compared to a 5.9% growth forecast for the Healthcare industry in Thailand.
Buy Or Sell Opportunity • May 28Now 20% overvaluedOver the last 90 days, the stock has fallen 3.1% to ฿3.12. The fair value is estimated to be ฿2.60, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 41% over the last year. Earnings per share has grown by 210%. Revenue is forecast to grow by 0.3% in a year. Earnings are forecast to decline by 12% in the next year.
Reported Earnings • May 17First quarter 2025 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2025 results: EPS: ฿0.13 (up from ฿0.036 in 1Q 2024). Revenue: ฿147.1m (up 95% from 1Q 2024). Net income: ฿22.2m (up 407% from 1Q 2024). Profit margin: 15% (up from 5.8% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 12%. Earnings per share (EPS) also surpassed analyst estimates by 8.3%. Revenue is forecast to grow 4.9% p.a. on average during the next 2 years, compared to a 6.1% growth forecast for the Healthcare industry in Thailand.
Buy Or Sell Opportunity • Apr 08Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 39% to ฿2.76. The fair value is estimated to be ฿3.47, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.2% over the last 3 years. Earnings per share has declined by 63%. Revenue is forecast to grow by 25% in 2 years. Earnings are forecast to grow by 33% in the next 2 years.
New Risk • Mar 15New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. Dividend per share is over 256x earnings per share. Cash payout ratio: 0% Dividend yield: 3.9% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain 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 Dividend is not well covered by earnings and cash flows. Dividend per share is over 256x earnings per share. Cash payout ratio: 0% Minor Risks Share price has been volatile over the past 3 months (8.0% average weekly change). Market cap is less than US$100m (฿520.2m market cap, or US$15.5m).
공고 • Mar 01SEI Medical Public Company Limited, Annual General Meeting, Apr 18, 2025SEI Medical Public Company Limited, Annual General Meeting, Apr 18, 2025, at 15:00 SE Asia Standard Time. Location: 546 ratchada one building, floor 7 th, ratchadaphisek road, chan kasem, chatuchak bangkok 10900, Thailand
Valuation Update With 7 Day Price Move • Dec 27Investor sentiment improves as stock rises 18%After last week's 18% share price gain to ฿4.02, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 19x in the Healthcare industry in Thailand.
Valuation Update With 7 Day Price Move • Dec 12Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ฿4.04, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 20x in the Healthcare industry in Thailand.
Valuation Update With 7 Day Price Move • Nov 15Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to ฿4.88, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 19x in the Healthcare industry in Thailand.
Valuation Update With 7 Day Price Move • Oct 31Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ฿5.45, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 19x in the Healthcare industry in Thailand.
Buy Or Sell Opportunity • Oct 08Now 22% undervaluedThe stock has been flat over the last 90 days, currently trading at ฿4.92. The fair value is estimated to be ฿6.29, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.7% over the last year. Earnings per share has declined by 67%. Revenue is forecast to grow by 65% in 2 years. Earnings are forecast to grow by 129% in the next 2 years.
Board Change • Sep 25Less 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 an independent director. The company's board is composed of: 1 new director. 6 experienced directors. No highly experienced directors. 2 independent directors (5 non-independent directors). Independent Committee Prompong Ngamdamronk 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. Insufficient board refreshment.
