Alucon (ALUCON) 주식 개요알루콘 퍼블릭 컴퍼니 리미티드는 주로 태국에서 알루미늄 용기를 생산 및 유통하는 회사입니다. 자세히 보기ALUCON 펀더멘털 분석스노우플레이크 점수가치 평가1/6미래 성장0/6과거 실적5/6재무 건전성6/6배당3/6강점주가수익률(9.7x)이 TH 시장(11.3x)보다 낮습니다.지난 1년간 수익이 40.1% 증가했습니다.위험 분석6.64% 의 배당금은 잉여현금흐름으로 잘 충당되지 않습니다.모든 위험 점검 보기ALUCON Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair Value฿Current Price฿241.0014.7% 고평가 내재 할인율Growth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture09b2016201920222025202620282031Revenue ฿8.6bEarnings ฿1.3bAdvancedSet Fair ValueView all narrativesAlucon Public Company Limited 경쟁사Sahamitr Pressure ContainerSymbol: SET:SMPCMarket cap: ฿4.9bThai Metal Drum ManufacturingSymbol: SET:TMDMarket cap: ฿3.9bBG Container GlassSymbol: SET:BGCMarket cap: ฿4.0bThai PlaspacSymbol: SET:TPACMarket cap: ฿2.8b가격 이력 및 성과Alucon 주가의 최고가, 최저가 및 변동 요약과거 주가현재 주가฿241.0052주 최고가฿260.0052주 최저가฿169.50베타0.211개월 변동2.55%3개월 변동16.99%1년 변동41.76%3년 변동32.42%5년 변동38.51%IPO 이후 변동586.39%최근 뉴스 및 업데이트Reported Earnings • May 16First quarter 2026 earnings released: EPS: ฿7.78 (vs ฿6.37 in 1Q 2025)First quarter 2026 results: EPS: ฿7.78 (up from ฿6.37 in 1Q 2025). Revenue: ฿1.88b (up 4.7% from 1Q 2025). Net income: ฿336.2m (up 22% from 1Q 2025). Profit margin: 18% (up from 15% in 1Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.Board Change • May 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 8 highly experienced directors. Non-Executive Independent Director Nobuaki Isono was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Upcoming Dividend • Apr 29Upcoming dividend of ฿16.00 per shareEligible shareholders must have bought the stock before 06 May 2026. Payment date: 15 May 2026. Payout ratio is a comfortable 68% but the company is paying out more than the cash it is generating. Trailing yield: 6.7%. Lower than top quartile of Thai dividend payers (7.5%). Higher than average of industry peers (3.6%).Reported Earnings • Feb 21Full year 2025 earnings released: EPS: ฿23.48 (vs ฿18.08 in FY 2024)Full year 2025 results: EPS: ฿23.48 (up from ฿18.08 in FY 2024). Revenue: ฿7.35b (up 18% from FY 2024). Net income: ฿1.01b (up 30% from FY 2024). Profit margin: 14% (up from 13% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.Declared Dividend • Feb 21Dividend increased to ฿16.00Dividend of ฿16.00 is 33% higher than last year. Ex-date: 6th May 2026 Payment date: 15th May 2026 Dividend yield will be 7.4%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is covered by earnings (49% earnings payout ratio) but not covered by cash flows (154% cash payout ratio). The dividend has increased by an average of 1.8% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 8.7% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.공시 • Feb 20+ 1 more updateAlucon Public Company Limited announces Annual dividend, payable on May 15, 2026Alucon Public Company Limited announced Annual dividend of THB 14.1800 per share payable on May 15, 2026, ex-date on May 06, 2026 and record date on May 07, 2026.더 많은 업데이트 보기Recent updatesReported Earnings • May 16First quarter 2026 earnings released: EPS: ฿7.78 (vs ฿6.37 in 1Q 2025)First quarter 2026 results: EPS: ฿7.78 (up from ฿6.37 in 1Q 2025). Revenue: ฿1.88b (up 4.7% from 1Q 2025). Net income: ฿336.2m (up 22% from 1Q 2025). Profit margin: 18% (up from 15% in 1Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.Board Change • May 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 8 highly experienced directors. Non-Executive Independent Director Nobuaki Isono was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Upcoming Dividend • Apr 29Upcoming dividend of ฿16.00 per shareEligible shareholders must have bought the stock before 06 May 2026. Payment date: 15 May 2026. Payout ratio is a comfortable 68% but the company is paying out more than the cash it is generating. Trailing yield: 6.7%. Lower than top quartile of Thai dividend payers (7.5%). Higher than average of industry peers (3.6%).Reported Earnings • Feb 21Full year 2025 earnings released: EPS: ฿23.48 (vs ฿18.08 in FY 2024)Full year 2025 results: EPS: ฿23.48 (up from ฿18.08 in FY 2024). Revenue: ฿7.35b (up 18% from FY 2024). Net income: ฿1.01b (up 30% from FY 2024). Profit margin: 14% (up from 13% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.Declared Dividend • Feb 21Dividend increased to ฿16.00Dividend of ฿16.00 is 33% higher than last year. Ex-date: 6th May 2026 Payment date: 15th May 2026 Dividend yield will be 7.4%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is covered by earnings (49% earnings payout ratio) but not covered by cash flows (154% cash payout ratio). The dividend has increased by an average of 1.8% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 8.7% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.공시 • Feb 20+ 1 more updateAlucon Public Company Limited announces Annual dividend, payable on May 15, 2026Alucon Public Company Limited announced Annual dividend of THB 14.1800 per share payable on May 15, 2026, ex-date on May 06, 2026 and record date on May 07, 2026.Reported Earnings • Nov 11Third quarter 2025 earnings released: EPS: ฿4.78 (vs ฿1.07 in 3Q 2024)Third quarter 2025 results: EPS: ฿4.78 (up from ฿1.07 in 3Q 2024). Revenue: ฿1.78b (up 6.3% from 3Q 2024). Net income: ฿206.4m (up 347% from 3Q 2024). Profit margin: 12% (up from 2.8% in 3Q 2024). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.Reported Earnings • Aug 16Second quarter 2025 earnings released: EPS: ฿8.23 (vs ฿5.31 in 2Q 2024)Second quarter 2025 results: EPS: ฿8.23 (up from ฿5.31 in 2Q 2024). Revenue: ฿2.05b (up 33% from 2Q 2024). Net income: ฿355.4m (up 55% from 2Q 2024). Profit margin: 17% (up from 15% in 2Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.Reported Earnings • May 14First quarter 2025 earnings released: EPS: ฿6.37 (vs ฿6.69 in 1Q 2024)First quarter 2025 results: EPS: ฿6.37 (down from ฿6.69 in 1Q 2024). Revenue: ฿1.86b (up 27% from 1Q 2024). Net income: ฿275.3m (down 4.7% from 1Q 2024). Profit margin: 15% (down from 20% in 1Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.공시 • Apr 22Alucon Public Company Limited Approves Dividend for the Year 2024, Payable on 15 May 2025Alucon Public Company Limited at its AGM held on April 21, 2025, approved to pay dividend in cash at the rate of THB 12.00 per share for the year 2024. In such dividend payment, the Company will deduct withholding income tax as required by law at the rate of 10% of the total amount of dividend to be paid. Thus, the Company shall deduct the withholding tax in an amount of THB 1.20 with the balance of dividend paid in cash being THB 10.80 per share and the total amount of dividend payment will be equivalent to THB 518,399,832. Furthermore, the Board of Directors resolved to propose the shareholders' meeting to consider the Record Date for the right of shareholders to receive the dividend on 29 April 2025 and the dividend payment shall be made on 15 May 2025.Upcoming Dividend • Apr 21Upcoming dividend of ฿12.00 per shareEligible shareholders must have bought the stock before 28 April 2025. Payment date: 15 May 2025. Payout ratio is a comfortable 66% and this is well supported by cash flows. Trailing yield: 6.6%. Lower than top quartile of Thai dividend payers (7.9%). Higher than average of industry peers (5.0%).Declared Dividend • Mar 02Dividend increased to ฿12.00Dividend of ฿12.00 is 50% higher than last year. Ex-date: 28th April 2025 Payment date: 15th May 2025 Dividend yield will be 6.7%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is covered by both earnings (66% earnings payout ratio) and cash flows (58% cash payout ratio). The dividend has increased by an average of 1.8% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 8.0% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.공시 • Feb 26Alucon Public Company Limited Proposes Dividend for the Operating Period from 01 January 2024 to 31 December 2024, Payable on 15 May 2025The Board of Directors of Alucon Public Company Limited proposed to the shareholders' meeting to be held on 21 April 2025 to approve the dividend payment of THB 12.00 per share for the operating period from 01 January 2024 to 31 December 2024. In such dividend payment, the Company will deduct withholding income tax as required by law at the rate of 10% of total amount of dividend to be paid. Thus, the Company shall deduct the withholding tax in an amount of THB 1.20 with the balance of dividend paid in cash being THB 10.80 per share and the total amount of dividend payment will be equivalent to THB 518,399,832. Furthermore, the Board of Directors resolved to propose the shareholders' meeting to consider the Record Date for the right of shareholders to receive the dividend on 29 April 2025 and the dividend payment shall be made on 15 May 2025. Ex-dividend date is 28 April 2025. Par value is THB 10.00.Reported Earnings • Feb 25Full year 2024 earnings released: EPS: ฿18.08 (vs ฿11.72 in FY 2023)Full year 2024 results: EPS: ฿18.08 (up from ฿11.72 in FY 2023). Revenue: ฿6.47b (up 5.6% from FY 2023). Net income: ฿781.1m (up 54% from FY 2023). Profit margin: 12% (up from 8.3% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.공시 • Feb 25Alucon Public Company Limited, Annual General Meeting, Apr 21, 2025Alucon Public Company Limited, Annual General Meeting, Apr 21, 2025, at 10:00 SE Asia Standard Time. Location: mr211 second floor of bangkok international trade, & exhibition centre (bitec) located at no., 88 bangna trad, km.1, bangna district, bangkok -, metropolis,thailand district, bangkok ThailandReported Earnings • Nov 14Third quarter 2024 earnings released: EPS: ฿1.07 (vs ฿4.88 in 3Q 2023)Third quarter 2024 results: EPS: ฿1.07 (down from ฿4.88 in 3Q 2023). Revenue: ฿1.73b (up 17% from 3Q 2023). Net income: ฿46.2m (down 78% from 3Q 2023). Profit margin: 2.7% (down from 14% in 3Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 2% per year and the company’s share price has also fallen by 2% per year.공시 • Aug 30Alucon Public Company Limited Announces Change in Chief Financial OfficerAlucon Public Company Limited announced change in Chief Financial Officer. The company announced termination of Mrs. Theerapha Thirapatana (Deputy) as Chief Financial Officer. Effective date of termination is August 30, 2024. The company also announced appointment of Mrs. Tharnthip Choktumstit (deputy) as Chief Financial Officer. Effective date of appointment is August 30, 2024.Reported Earnings • Aug 14Second quarter 2024 earnings released: EPS: ฿5.31 (vs ฿3.67 in 2Q 2023)Second quarter 2024 results: EPS: ฿5.31 (up from ฿3.67 in 2Q 2023). Revenue: ฿1.60b (up 8.3% from 2Q 2023). Net income: ฿229.6m (up 45% from 2Q 2023). Profit margin: 14% (up from 11% in 2Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 2% per year whereas the company’s share price has remained flat.Reported Earnings • May 15First quarter 2024 earnings released: EPS: ฿6.69 (vs ฿1.46 in 1Q 2023)First quarter 2024 results: EPS: ฿6.69 (up from ฿1.46 in 1Q 2023). Revenue: ฿1.52b (down 7.5% from 1Q 2023). Net income: ฿288.9m (up 359% from 1Q 2023). Profit margin: 19% (up from 3.8% in 1Q 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 5% per year whereas the company’s share price has fallen by 1% per year.Board Change • May 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 2 experienced directors. 9 highly experienced directors. Non-Executive Independent Director Nobuaki Isono was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Upcoming Dividend • Apr 25Upcoming dividend of ฿8.00 per shareEligible shareholders must have bought the stock before 02 May 2024. Payment date: 15 May 2024. Payout ratio is a comfortable 68% and this is well supported by cash flows. Trailing yield: 4.5%. Lower than top quartile of Thai dividend payers (6.0%). Higher than average of industry peers (2.6%).Declared Dividend • Feb 25Dividend of ฿8.00 announcedShareholders will receive a dividend of ฿8.00. Ex-date: 2nd May 2024 Payment date: 15th May 2024 Dividend yield will be 4.4%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is covered by both earnings (82% earnings payout ratio) and cash flows (25% cash payout ratio). The dividend has increased by an average of 3.6% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 9.0% to shift the payout ratio to a potentially unsustainable range, which is more than the 6.8% EPS decline seen over the last 5 years.Reported Earnings • Feb 24Full year 2023 earnings released: EPS: ฿11.72 (vs ฿15.26 in FY 2022)Full year 2023 results: EPS: ฿11.72 (down from ฿15.26 in FY 2022). Revenue: ฿6.34b (down 8.5% from FY 2022). Net income: ฿506.5m (down 23% from FY 2022). Profit margin: 8.0% (down from 9.5% in FY 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.공시 • Feb 24Alucon Public Company Limited, Annual General Meeting, Apr 23, 2024Alucon Public Company Limited, Annual General Meeting, Apr 23, 2024, at 10:00 SE Asia Standard Time. Location: MR211, 2nd Floor of Bangkok International Trade & Exhibition Centre (BITEC) located at No. 88 Bangna-Trad Road, Km. 1, Bangna District Bangkok Thailand Agenda: To consider and approve the Minutes of the Annual General Meeting of Shareholders No. 63; to acknowledge the Company's Annual Report and Operation Results in the fiscal year 2023; to consider and approve the Company's Financial Statements: Statement of Financial Position and Statement of Comprehensive Income for the year ended 31st December 2023; to consider and approve the allocation of profits derived from operating results for the year 2023 and dividend payment; and to consider other matters.Buy Or Sell Opportunity • Feb 02Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 2.3% to ฿180. The fair value is estimated to be ฿148, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has declined by 5.7%.Reported Earnings • Nov 14Third quarter 2023 earnings released: EPS: ฿4.88 (vs ฿5.27 in 3Q 2022)Third quarter 2023 results: EPS: ฿4.88 (down from ฿5.27 in 3Q 2022). Revenue: ฿1.54b (down 14% from 3Q 2022). Net income: ฿210.7m (down 7.4% from 3Q 2022). Profit margin: 14% (up from 13% in 3Q 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.Reported Earnings • Aug 12Second quarter 2023 earnings released: EPS: ฿3.67 (vs ฿4.69 in 2Q 2022)Second quarter 2023 results: EPS: ฿3.67 (down from ฿4.69 in 2Q 2022). Revenue: ฿1.53b (down 13% from 2Q 2022). Net income: ฿158.4m (down 22% from 2Q 2022). Profit margin: 10% (down from 12% in 2Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.Reported Earnings • May 18First quarter 2023 earnings released: EPS: ฿1.46 (vs ฿3.10 in 1Q 2022)First quarter 2023 results: EPS: ฿1.46 (down from ฿3.10 in 1Q 2022). Revenue: ฿1.69b (down 2.9% from 1Q 2022). Net income: ฿63.0m (down 53% from 1Q 2022). Profit margin: 3.7% (down from 7.7% in 1Q 2022). The decrease in margin was primarily driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.Upcoming Dividend • Apr 21Upcoming dividend of ฿10.00 per share at 5.2% yieldEligible shareholders must have bought the stock before 28 April 2023. Payment date: 15 May 2023. Payout ratio is a comfortable 66% and the cash payout ratio is 86%. Trailing yield: 5.2%. Lower than top quartile of Thai dividend payers (6.0%). Higher than average of industry peers (2.4%).Reported Earnings • Nov 16Third quarter 2022 earnings released: EPS: ฿5.27 (vs ฿4.50 in 3Q 2021)Third quarter 2022 results: EPS: ฿5.27 (up from ฿4.50 in 3Q 2021). Revenue: ฿1.80b (up 22% from 3Q 2021). Net income: ฿227.6m (up 17% from 3Q 2021). Profit margin: 13% (in line with 3Q 2021). Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 6% per year.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. 9 highly experienced directors. 5 independent directors (6 non-independent directors). Independent Director Vibool Uer-Anant was the last independent director to join the board, commencing their role in 2013. 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 • Aug 14Second quarter 2022 earnings released: EPS: ฿4.69 (vs ฿4.64 in 2Q 2021)Second quarter 2022 results: EPS: ฿4.69 (up from ฿4.64 in 2Q 2021). Revenue: ฿1.75b (up 27% from 2Q 2021). Net income: ฿202.5m (flat on 2Q 2021). Profit margin: 12% (down from 15% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has increased by 4% per year.Reported Earnings • May 16First quarter 2022 earnings released: EPS: ฿3.10 (vs ฿4.52 in 1Q 2021)First quarter 2022 results: EPS: ฿3.10 (down from ฿4.52 in 1Q 2021). Revenue: ฿1.78b (up 31% from 1Q 2021). Net income: ฿133.9m (down 31% from 1Q 2021). Profit margin: 7.5% (down from 14% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has increased by 4% per year.Upcoming Dividend • Apr 27Upcoming dividend of ฿10.00 per shareEligible shareholders must have bought the stock before 03 May 2022. Payment date: 17 May 2022. Payout ratio is a comfortable 61% but the company is not cash flow positive. Trailing yield: 4.9%. Lower than top quartile of Thai dividend payers (5.1%). Higher than average of industry peers (2.3%).Reported Earnings • Feb 27Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: ฿16.30 (up from ฿15.49 in FY 2020). Revenue: ฿5.88b (up 19% from FY 2020). Net income: ฿704.2m (up 5.3% from FY 2020). Profit margin: 12% (down from 14% in FY 2020). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has increased by 3% per year.Reported Earnings • Nov 13Third quarter 2021 earnings released: EPS ฿4.50 (vs ฿3.13 in 3Q 2020)The company reported a solid third quarter result with improved earnings and revenues, although profit margins were flat. Third quarter 2021 results: Revenue: ฿1.52b (up 44% from 3Q 2020). Net income: ฿194.4m (up 44% from 3Q 2020). Profit margin: 13% (in line with 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has remained flat.Reported Earnings • Aug 18Second quarter 2021 earnings released: EPS ฿4.64 (vs ฿2.95 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: ฿1.42b (up 9.4% from 2Q 2020). Net income: ฿200.6m (up 58% from 2Q 2020). Profit margin: 14% (up from 9.8% 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 2% per year whereas the company’s share price has fallen by 3% per year.Reported Earnings • May 17First quarter 2021 earnings released: EPS ฿4.52 (vs ฿6.27 in 1Q 2020)The company reported a poor first quarter result with weaker earnings, revenues and profit margins. First quarter 2021 results: Revenue: ฿1.39b (down 4.1% from 1Q 2020). Net income: ฿195.2m (down 28% from 1Q 2020). Profit margin: 14% (down from 19% in 1Q 2020). The decrease in margin was primarily driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 3% per year whereas the company’s share price has fallen by 7% per year.Upcoming Dividend • Apr 20Upcoming dividend of ฿10.00 per shareEligible shareholders must have bought the stock before 27 April 2021. Payment date: 14 May 2021. Trailing yield: 5.4%. Within top quartile of Thai dividend payers (5.0%). Higher than average of industry peers (1.9%).Is New 90 Day High Low • Mar 05New 90-day high: ฿172The company is up 2.0% from its price of ฿169 on 03 December 2020. The Thai market is up 6.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Packaging industry, which is up 8.0% over the same period.Reported Earnings • Feb 27Full year 2020 earnings released: EPS ฿15.49 (vs ฿12.32 in FY 2019)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2020 results: Revenue: ฿5.04b (down 8.3% from FY 2019). Net income: ฿669.0m (up 26% from FY 2019). Profit margin: 13% (up from 9.7% in FY 2019). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has fallen by 12% per year, which means it is performing significantly worse than earnings.Is New 90 Day High Low • Dec 14New 90-day high: ฿171The company is up 11% from its price of ฿153 on 15 September 2020. The Thai market is up 17% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Packaging industry, which is up 2.0% over the same period.Reported Earnings • Nov 13Third quarter 2020 earnings released: EPS ฿3.13The company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2020 results: Revenue: ฿1.08b (down 18% from 3Q 2019). Net income: ฿135.1m (up 6.9% from 3Q 2019). Profit margin: 13% (up from 9.6% in 3Q 2019). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has fallen by 14% per year, which means it is performing significantly worse than earnings.Is New 90 Day High Low • Nov 05New 90-day high: ฿158The company is up 6.0% from its price of ฿149 on 07 August 2020. The Thai market is down 8.0% over the last 90 days, indicating the company outperformed over that time. However, its price trend is similar to the Packaging industry, which is also up 6.0% over the same period.Is New 90 Day High Low • Sep 28New 90-day high: ฿154The company is up 9.0% from its price of ฿141 on 30 June 2020. The Thai market is down 6.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Packaging industry, which is up 21% over the same period.주주 수익률ALUCONTH PackagingTH 시장7D6.2%-2.5%2.2%1Y41.8%26.1%28.6%전체 주주 수익률 보기수익률 대 산업: ALUCON은 지난 1년 동안 26.1%의 수익을 기록한 TH Packaging 산업보다 더 좋은 성과를 냈습니다.수익률 대 시장: ALUCON은 지난 1년 동안 28.6%를 기록한 TH 시장보다 더 좋은 성과를 냈습니다.주가 변동성Is ALUCON's price volatile compared to industry and market?ALUCON volatilityALUCON Average Weekly Movement4.3%Packaging Industry Average Movement3.7%Market Average Movement4.9%10% most volatile stocks in TH Market10.1%10% least volatile stocks in TH Market2.6%안정적인 주가: ALUCON는 지난 3개월 동안 TH 시장에 비해 주가 변동성이 크지 않았습니다.시간에 따른 변동성: ALUCON의 주간 변동성(4%)은 지난 1년 동안 안정적이었습니다.회사 소개설립직원 수CEO웹사이트1961n/aTakaaki Takeuchiwww.alucon.th.com알루콘은 주로 태국에서 알루미늄 용기를 생산 및 유통하는 회사입니다. 캔 및 튜브와 슬러그의 두 가지 부문으로 운영됩니다. 이 회사는 알루미늄 접이식 튜브, 모노블록 에어로졸 캔, 병 및 단단한 벽 용기를 제공합니다.더 보기Alucon Public Company Limited 기초 지표 요약Alucon의 순이익과 매출은 시가총액과 어떻게 비교됩니까?ALUCON 기초 통계시가총액฿10.41b순이익 (TTM)฿1.08b매출 (TTM)฿6.93b9.7x주가수익비율(P/E)1.5x주가매출비율(P/S)ALUCON는 고평가되어 있습니까?공정 가치 및 평가 분석 보기순이익 및 매출최근 실적 보고서(TTM)의 주요 수익성 지표ALUCON 손익계산서 (TTM)매출฿6.93b매출원가฿5.79b총이익฿1.14b기타 비용฿61.51m순이익฿1.08b최근 보고된 실적Mar 31, 2026다음 실적 발표일해당 없음주당순이익(EPS)24.89총이익률16.41%순이익률15.52%부채/자본 비율0%ALUCON의 장기 실적은 어땠습니까?과거 실적 및 비교 보기배당6.6%현재 배당 수익률64%배당 성향View Valuation기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/20 03:21종가2026/05/20 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 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 소스Alucon Public Company Limited는 0명의 분석가가 다루고 있습니다. 이 중 0명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
Reported Earnings • May 16First quarter 2026 earnings released: EPS: ฿7.78 (vs ฿6.37 in 1Q 2025)First quarter 2026 results: EPS: ฿7.78 (up from ฿6.37 in 1Q 2025). Revenue: ฿1.88b (up 4.7% from 1Q 2025). Net income: ฿336.2m (up 22% from 1Q 2025). Profit margin: 18% (up from 15% in 1Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
Board Change • May 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 8 highly experienced directors. Non-Executive Independent Director Nobuaki Isono was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Upcoming Dividend • Apr 29Upcoming dividend of ฿16.00 per shareEligible shareholders must have bought the stock before 06 May 2026. Payment date: 15 May 2026. Payout ratio is a comfortable 68% but the company is paying out more than the cash it is generating. Trailing yield: 6.7%. Lower than top quartile of Thai dividend payers (7.5%). Higher than average of industry peers (3.6%).
Reported Earnings • Feb 21Full year 2025 earnings released: EPS: ฿23.48 (vs ฿18.08 in FY 2024)Full year 2025 results: EPS: ฿23.48 (up from ฿18.08 in FY 2024). Revenue: ฿7.35b (up 18% from FY 2024). Net income: ฿1.01b (up 30% from FY 2024). Profit margin: 14% (up from 13% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
Declared Dividend • Feb 21Dividend increased to ฿16.00Dividend of ฿16.00 is 33% higher than last year. Ex-date: 6th May 2026 Payment date: 15th May 2026 Dividend yield will be 7.4%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is covered by earnings (49% earnings payout ratio) but not covered by cash flows (154% cash payout ratio). The dividend has increased by an average of 1.8% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 8.7% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
공시 • Feb 20+ 1 more updateAlucon Public Company Limited announces Annual dividend, payable on May 15, 2026Alucon Public Company Limited announced Annual dividend of THB 14.1800 per share payable on May 15, 2026, ex-date on May 06, 2026 and record date on May 07, 2026.
Reported Earnings • May 16First quarter 2026 earnings released: EPS: ฿7.78 (vs ฿6.37 in 1Q 2025)First quarter 2026 results: EPS: ฿7.78 (up from ฿6.37 in 1Q 2025). Revenue: ฿1.88b (up 4.7% from 1Q 2025). Net income: ฿336.2m (up 22% from 1Q 2025). Profit margin: 18% (up from 15% in 1Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
Board Change • May 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 8 highly experienced directors. Non-Executive Independent Director Nobuaki Isono was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Upcoming Dividend • Apr 29Upcoming dividend of ฿16.00 per shareEligible shareholders must have bought the stock before 06 May 2026. Payment date: 15 May 2026. Payout ratio is a comfortable 68% but the company is paying out more than the cash it is generating. Trailing yield: 6.7%. Lower than top quartile of Thai dividend payers (7.5%). Higher than average of industry peers (3.6%).
Reported Earnings • Feb 21Full year 2025 earnings released: EPS: ฿23.48 (vs ฿18.08 in FY 2024)Full year 2025 results: EPS: ฿23.48 (up from ฿18.08 in FY 2024). Revenue: ฿7.35b (up 18% from FY 2024). Net income: ฿1.01b (up 30% from FY 2024). Profit margin: 14% (up from 13% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
Declared Dividend • Feb 21Dividend increased to ฿16.00Dividend of ฿16.00 is 33% higher than last year. Ex-date: 6th May 2026 Payment date: 15th May 2026 Dividend yield will be 7.4%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is covered by earnings (49% earnings payout ratio) but not covered by cash flows (154% cash payout ratio). The dividend has increased by an average of 1.8% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 8.7% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
공시 • Feb 20+ 1 more updateAlucon Public Company Limited announces Annual dividend, payable on May 15, 2026Alucon Public Company Limited announced Annual dividend of THB 14.1800 per share payable on May 15, 2026, ex-date on May 06, 2026 and record date on May 07, 2026.
Reported Earnings • Nov 11Third quarter 2025 earnings released: EPS: ฿4.78 (vs ฿1.07 in 3Q 2024)Third quarter 2025 results: EPS: ฿4.78 (up from ฿1.07 in 3Q 2024). Revenue: ฿1.78b (up 6.3% from 3Q 2024). Net income: ฿206.4m (up 347% from 3Q 2024). Profit margin: 12% (up from 2.8% in 3Q 2024). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Aug 16Second quarter 2025 earnings released: EPS: ฿8.23 (vs ฿5.31 in 2Q 2024)Second quarter 2025 results: EPS: ฿8.23 (up from ฿5.31 in 2Q 2024). Revenue: ฿2.05b (up 33% from 2Q 2024). Net income: ฿355.4m (up 55% from 2Q 2024). Profit margin: 17% (up from 15% in 2Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
Reported Earnings • May 14First quarter 2025 earnings released: EPS: ฿6.37 (vs ฿6.69 in 1Q 2024)First quarter 2025 results: EPS: ฿6.37 (down from ฿6.69 in 1Q 2024). Revenue: ฿1.86b (up 27% from 1Q 2024). Net income: ฿275.3m (down 4.7% from 1Q 2024). Profit margin: 15% (down from 20% in 1Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
공시 • Apr 22Alucon Public Company Limited Approves Dividend for the Year 2024, Payable on 15 May 2025Alucon Public Company Limited at its AGM held on April 21, 2025, approved to pay dividend in cash at the rate of THB 12.00 per share for the year 2024. In such dividend payment, the Company will deduct withholding income tax as required by law at the rate of 10% of the total amount of dividend to be paid. Thus, the Company shall deduct the withholding tax in an amount of THB 1.20 with the balance of dividend paid in cash being THB 10.80 per share and the total amount of dividend payment will be equivalent to THB 518,399,832. Furthermore, the Board of Directors resolved to propose the shareholders' meeting to consider the Record Date for the right of shareholders to receive the dividend on 29 April 2025 and the dividend payment shall be made on 15 May 2025.
Upcoming Dividend • Apr 21Upcoming dividend of ฿12.00 per shareEligible shareholders must have bought the stock before 28 April 2025. Payment date: 15 May 2025. Payout ratio is a comfortable 66% and this is well supported by cash flows. Trailing yield: 6.6%. Lower than top quartile of Thai dividend payers (7.9%). Higher than average of industry peers (5.0%).
Declared Dividend • Mar 02Dividend increased to ฿12.00Dividend of ฿12.00 is 50% higher than last year. Ex-date: 28th April 2025 Payment date: 15th May 2025 Dividend yield will be 6.7%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is covered by both earnings (66% earnings payout ratio) and cash flows (58% cash payout ratio). The dividend has increased by an average of 1.8% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 8.0% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
공시 • Feb 26Alucon Public Company Limited Proposes Dividend for the Operating Period from 01 January 2024 to 31 December 2024, Payable on 15 May 2025The Board of Directors of Alucon Public Company Limited proposed to the shareholders' meeting to be held on 21 April 2025 to approve the dividend payment of THB 12.00 per share for the operating period from 01 January 2024 to 31 December 2024. In such dividend payment, the Company will deduct withholding income tax as required by law at the rate of 10% of total amount of dividend to be paid. Thus, the Company shall deduct the withholding tax in an amount of THB 1.20 with the balance of dividend paid in cash being THB 10.80 per share and the total amount of dividend payment will be equivalent to THB 518,399,832. Furthermore, the Board of Directors resolved to propose the shareholders' meeting to consider the Record Date for the right of shareholders to receive the dividend on 29 April 2025 and the dividend payment shall be made on 15 May 2025. Ex-dividend date is 28 April 2025. Par value is THB 10.00.
Reported Earnings • Feb 25Full year 2024 earnings released: EPS: ฿18.08 (vs ฿11.72 in FY 2023)Full year 2024 results: EPS: ฿18.08 (up from ฿11.72 in FY 2023). Revenue: ฿6.47b (up 5.6% from FY 2023). Net income: ฿781.1m (up 54% from FY 2023). Profit margin: 12% (up from 8.3% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
공시 • Feb 25Alucon Public Company Limited, Annual General Meeting, Apr 21, 2025Alucon Public Company Limited, Annual General Meeting, Apr 21, 2025, at 10:00 SE Asia Standard Time. Location: mr211 second floor of bangkok international trade, & exhibition centre (bitec) located at no., 88 bangna trad, km.1, bangna district, bangkok -, metropolis,thailand district, bangkok Thailand
Reported Earnings • Nov 14Third quarter 2024 earnings released: EPS: ฿1.07 (vs ฿4.88 in 3Q 2023)Third quarter 2024 results: EPS: ฿1.07 (down from ฿4.88 in 3Q 2023). Revenue: ฿1.73b (up 17% from 3Q 2023). Net income: ฿46.2m (down 78% from 3Q 2023). Profit margin: 2.7% (down from 14% in 3Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 2% per year and the company’s share price has also fallen by 2% per year.
공시 • Aug 30Alucon Public Company Limited Announces Change in Chief Financial OfficerAlucon Public Company Limited announced change in Chief Financial Officer. The company announced termination of Mrs. Theerapha Thirapatana (Deputy) as Chief Financial Officer. Effective date of termination is August 30, 2024. The company also announced appointment of Mrs. Tharnthip Choktumstit (deputy) as Chief Financial Officer. Effective date of appointment is August 30, 2024.
Reported Earnings • Aug 14Second quarter 2024 earnings released: EPS: ฿5.31 (vs ฿3.67 in 2Q 2023)Second quarter 2024 results: EPS: ฿5.31 (up from ฿3.67 in 2Q 2023). Revenue: ฿1.60b (up 8.3% from 2Q 2023). Net income: ฿229.6m (up 45% from 2Q 2023). Profit margin: 14% (up from 11% in 2Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 2% per year whereas the company’s share price has remained flat.
Reported Earnings • May 15First quarter 2024 earnings released: EPS: ฿6.69 (vs ฿1.46 in 1Q 2023)First quarter 2024 results: EPS: ฿6.69 (up from ฿1.46 in 1Q 2023). Revenue: ฿1.52b (down 7.5% from 1Q 2023). Net income: ฿288.9m (up 359% from 1Q 2023). Profit margin: 19% (up from 3.8% in 1Q 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 5% per year whereas the company’s share price has fallen by 1% per year.
Board Change • May 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 2 experienced directors. 9 highly experienced directors. Non-Executive Independent Director Nobuaki Isono was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Upcoming Dividend • Apr 25Upcoming dividend of ฿8.00 per shareEligible shareholders must have bought the stock before 02 May 2024. Payment date: 15 May 2024. Payout ratio is a comfortable 68% and this is well supported by cash flows. Trailing yield: 4.5%. Lower than top quartile of Thai dividend payers (6.0%). Higher than average of industry peers (2.6%).
Declared Dividend • Feb 25Dividend of ฿8.00 announcedShareholders will receive a dividend of ฿8.00. Ex-date: 2nd May 2024 Payment date: 15th May 2024 Dividend yield will be 4.4%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is covered by both earnings (82% earnings payout ratio) and cash flows (25% cash payout ratio). The dividend has increased by an average of 3.6% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 9.0% to shift the payout ratio to a potentially unsustainable range, which is more than the 6.8% EPS decline seen over the last 5 years.
Reported Earnings • Feb 24Full year 2023 earnings released: EPS: ฿11.72 (vs ฿15.26 in FY 2022)Full year 2023 results: EPS: ฿11.72 (down from ฿15.26 in FY 2022). Revenue: ฿6.34b (down 8.5% from FY 2022). Net income: ฿506.5m (down 23% from FY 2022). Profit margin: 8.0% (down from 9.5% in FY 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
공시 • Feb 24Alucon Public Company Limited, Annual General Meeting, Apr 23, 2024Alucon Public Company Limited, Annual General Meeting, Apr 23, 2024, at 10:00 SE Asia Standard Time. Location: MR211, 2nd Floor of Bangkok International Trade & Exhibition Centre (BITEC) located at No. 88 Bangna-Trad Road, Km. 1, Bangna District Bangkok Thailand Agenda: To consider and approve the Minutes of the Annual General Meeting of Shareholders No. 63; to acknowledge the Company's Annual Report and Operation Results in the fiscal year 2023; to consider and approve the Company's Financial Statements: Statement of Financial Position and Statement of Comprehensive Income for the year ended 31st December 2023; to consider and approve the allocation of profits derived from operating results for the year 2023 and dividend payment; and to consider other matters.
Buy Or Sell Opportunity • Feb 02Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 2.3% to ฿180. The fair value is estimated to be ฿148, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has declined by 5.7%.
Reported Earnings • Nov 14Third quarter 2023 earnings released: EPS: ฿4.88 (vs ฿5.27 in 3Q 2022)Third quarter 2023 results: EPS: ฿4.88 (down from ฿5.27 in 3Q 2022). Revenue: ฿1.54b (down 14% from 3Q 2022). Net income: ฿210.7m (down 7.4% from 3Q 2022). Profit margin: 14% (up from 13% in 3Q 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
Reported Earnings • Aug 12Second quarter 2023 earnings released: EPS: ฿3.67 (vs ฿4.69 in 2Q 2022)Second quarter 2023 results: EPS: ฿3.67 (down from ฿4.69 in 2Q 2022). Revenue: ฿1.53b (down 13% from 2Q 2022). Net income: ฿158.4m (down 22% from 2Q 2022). Profit margin: 10% (down from 12% in 2Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.
Reported Earnings • May 18First quarter 2023 earnings released: EPS: ฿1.46 (vs ฿3.10 in 1Q 2022)First quarter 2023 results: EPS: ฿1.46 (down from ฿3.10 in 1Q 2022). Revenue: ฿1.69b (down 2.9% from 1Q 2022). Net income: ฿63.0m (down 53% from 1Q 2022). Profit margin: 3.7% (down from 7.7% in 1Q 2022). The decrease in margin was primarily driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.
Upcoming Dividend • Apr 21Upcoming dividend of ฿10.00 per share at 5.2% yieldEligible shareholders must have bought the stock before 28 April 2023. Payment date: 15 May 2023. Payout ratio is a comfortable 66% and the cash payout ratio is 86%. Trailing yield: 5.2%. Lower than top quartile of Thai dividend payers (6.0%). Higher than average of industry peers (2.4%).
Reported Earnings • Nov 16Third quarter 2022 earnings released: EPS: ฿5.27 (vs ฿4.50 in 3Q 2021)Third quarter 2022 results: EPS: ฿5.27 (up from ฿4.50 in 3Q 2021). Revenue: ฿1.80b (up 22% from 3Q 2021). Net income: ฿227.6m (up 17% from 3Q 2021). Profit margin: 13% (in line with 3Q 2021). Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 6% per year.
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. 9 highly experienced directors. 5 independent directors (6 non-independent directors). Independent Director Vibool Uer-Anant was the last independent director to join the board, commencing their role in 2013. 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 • Aug 14Second quarter 2022 earnings released: EPS: ฿4.69 (vs ฿4.64 in 2Q 2021)Second quarter 2022 results: EPS: ฿4.69 (up from ฿4.64 in 2Q 2021). Revenue: ฿1.75b (up 27% from 2Q 2021). Net income: ฿202.5m (flat on 2Q 2021). Profit margin: 12% (down from 15% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has increased by 4% per year.
Reported Earnings • May 16First quarter 2022 earnings released: EPS: ฿3.10 (vs ฿4.52 in 1Q 2021)First quarter 2022 results: EPS: ฿3.10 (down from ฿4.52 in 1Q 2021). Revenue: ฿1.78b (up 31% from 1Q 2021). Net income: ฿133.9m (down 31% from 1Q 2021). Profit margin: 7.5% (down from 14% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has increased by 4% per year.
Upcoming Dividend • Apr 27Upcoming dividend of ฿10.00 per shareEligible shareholders must have bought the stock before 03 May 2022. Payment date: 17 May 2022. Payout ratio is a comfortable 61% but the company is not cash flow positive. Trailing yield: 4.9%. Lower than top quartile of Thai dividend payers (5.1%). Higher than average of industry peers (2.3%).
Reported Earnings • Feb 27Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: ฿16.30 (up from ฿15.49 in FY 2020). Revenue: ฿5.88b (up 19% from FY 2020). Net income: ฿704.2m (up 5.3% from FY 2020). Profit margin: 12% (down from 14% in FY 2020). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has increased by 3% per year.
Reported Earnings • Nov 13Third quarter 2021 earnings released: EPS ฿4.50 (vs ฿3.13 in 3Q 2020)The company reported a solid third quarter result with improved earnings and revenues, although profit margins were flat. Third quarter 2021 results: Revenue: ฿1.52b (up 44% from 3Q 2020). Net income: ฿194.4m (up 44% from 3Q 2020). Profit margin: 13% (in line with 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has remained flat.
Reported Earnings • Aug 18Second quarter 2021 earnings released: EPS ฿4.64 (vs ฿2.95 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: ฿1.42b (up 9.4% from 2Q 2020). Net income: ฿200.6m (up 58% from 2Q 2020). Profit margin: 14% (up from 9.8% 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 2% per year whereas the company’s share price has fallen by 3% per year.
Reported Earnings • May 17First quarter 2021 earnings released: EPS ฿4.52 (vs ฿6.27 in 1Q 2020)The company reported a poor first quarter result with weaker earnings, revenues and profit margins. First quarter 2021 results: Revenue: ฿1.39b (down 4.1% from 1Q 2020). Net income: ฿195.2m (down 28% from 1Q 2020). Profit margin: 14% (down from 19% in 1Q 2020). The decrease in margin was primarily driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 3% per year whereas the company’s share price has fallen by 7% per year.
Upcoming Dividend • Apr 20Upcoming dividend of ฿10.00 per shareEligible shareholders must have bought the stock before 27 April 2021. Payment date: 14 May 2021. Trailing yield: 5.4%. Within top quartile of Thai dividend payers (5.0%). Higher than average of industry peers (1.9%).
Is New 90 Day High Low • Mar 05New 90-day high: ฿172The company is up 2.0% from its price of ฿169 on 03 December 2020. The Thai market is up 6.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Packaging industry, which is up 8.0% over the same period.
Reported Earnings • Feb 27Full year 2020 earnings released: EPS ฿15.49 (vs ฿12.32 in FY 2019)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2020 results: Revenue: ฿5.04b (down 8.3% from FY 2019). Net income: ฿669.0m (up 26% from FY 2019). Profit margin: 13% (up from 9.7% in FY 2019). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has fallen by 12% per year, which means it is performing significantly worse than earnings.
Is New 90 Day High Low • Dec 14New 90-day high: ฿171The company is up 11% from its price of ฿153 on 15 September 2020. The Thai market is up 17% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Packaging industry, which is up 2.0% over the same period.
Reported Earnings • Nov 13Third quarter 2020 earnings released: EPS ฿3.13The company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2020 results: Revenue: ฿1.08b (down 18% from 3Q 2019). Net income: ฿135.1m (up 6.9% from 3Q 2019). Profit margin: 13% (up from 9.6% in 3Q 2019). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has fallen by 14% per year, which means it is performing significantly worse than earnings.
Is New 90 Day High Low • Nov 05New 90-day high: ฿158The company is up 6.0% from its price of ฿149 on 07 August 2020. The Thai market is down 8.0% over the last 90 days, indicating the company outperformed over that time. However, its price trend is similar to the Packaging industry, which is also up 6.0% over the same period.
Is New 90 Day High Low • Sep 28New 90-day high: ฿154The company is up 9.0% from its price of ฿141 on 30 June 2020. The Thai market is down 6.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Packaging industry, which is up 21% over the same period.
