View Financial HealthThis company listing is no longer activeThis company may still be operating, however this listing is no longer active. Find out why through their latest events.See Latest EventsThai Central Chemical 배당 및 자사주 매입배당 기준 점검 1/6Thai Central Chemical 은(는) 현재 수익률이 5% 인 배당금 지급 회사입니다.핵심 정보5.0%배당 수익률n/a자사주 매입 수익률총 주주 수익률n/a미래 배당 수익률n/a배당 성장률-2.8%다음 배당 지급일n/a배당락일n/a주당 배당금n/a배당 성향111%최근 배당 및 자사주 매입 업데이트Upcoming Dividend • Mar 03Upcoming dividend of ฿1.40 per share at 4.3% yieldEligible shareholders must have bought the stock before 10 March 2023. Payment date: 18 May 2023. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 4.3%. Lower than top quartile of Thai dividend payers (5.7%). Higher than average of industry peers (2.8%).Upcoming Dividend • Mar 02Upcoming dividend of ฿1.70 per shareEligible shareholders must have bought the stock before 09 March 2022. Payment date: 21 April 2022. Payout ratio is a comfortable 63% and this is well supported by cash flows. Trailing yield: 5.1%. Within top quartile of Thai dividend payers (5.1%). Higher than average of industry peers (3.9%).모든 업데이트 보기Recent updatesReported Earnings • Aug 16Second quarter 2023 earnings released: EPS: ฿0.47 (vs ฿0.72 in 2Q 2022)Second quarter 2023 results: EPS: ฿0.47 (down from ฿0.72 in 2Q 2022). Revenue: ฿3.57b (down 20% from 2Q 2022). Net income: ฿275.9m (down 35% from 2Q 2022). Profit margin: 7.7% (down from 9.5% 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 22% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.New Risk • Aug 04New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Thai stocks, typically moving 6.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 93% Paying a dividend despite having no free cash flows. Earnings have declined by 5.3% per year over the past 5 years. High level of non-cash earnings (43% accrual ratio). Minor Risks Share price has been volatile over the past 3 months (6.5% average weekly change). Profit margins are more than 30% lower than last year (6.7% net profit margin).Valuation Update With 7 Day Price Move • Aug 03Investor sentiment deteriorates as stock falls 32%After last week's 32% share price decline to ฿26.75, the stock trades at a trailing P/E ratio of 17.7x. Average trailing P/E is 18x in the Chemicals industry in Thailand. Total returns to shareholders of 54% over the past three years.Reported Earnings • May 18First quarter 2023 earnings released: ฿0.056 loss per share (vs ฿0.14 loss in 1Q 2022)First quarter 2023 results: ฿0.056 loss per share (improved from ฿0.14 loss in 1Q 2022). Revenue: ฿1.85b (up 16% from 1Q 2022). Net loss: ฿32.6m (loss narrowed 60% from 1Q 2022). Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 23% per year, which means it is well ahead of earnings.Upcoming Dividend • Mar 03Upcoming dividend of ฿1.40 per share at 4.3% yieldEligible shareholders must have bought the stock before 10 March 2023. Payment date: 18 May 2023. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 4.3%. Lower than top quartile of Thai dividend payers (5.7%). Higher than average of industry peers (2.8%).Valuation Update With 7 Day Price Move • Feb 08Investor sentiment improves as stock rises 31%After last week's 31% share price gain to ฿38.75, the stock trades at a trailing P/E ratio of 23.1x. Average trailing P/E is 18x in the Chemicals industry in Thailand. Total returns to shareholders of 123% over the past three years.Reported Earnings • Nov 18Third quarter 2022 earnings released: EPS: ฿0.85 (vs ฿0.69 in 3Q 2021)Third quarter 2022 results: EPS: ฿0.85 (up from ฿0.69 in 3Q 2021). Revenue: ฿5.02b (up 34% from 3Q 2021). Net income: ฿498.3m (up 24% from 3Q 2021). Profit margin: 9.9% (in line with 3Q 2021). Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 10% per year.Board Change • Nov 16Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, none were independent directors. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Director Suvat Suebsantikul was the last independent director to join the board, commencing their role in 2012. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.Reported Earnings • Aug 17Second quarter 2022 earnings released: EPS: ฿0.72 (vs ฿1.23 in 2Q 2021)Second quarter 2022 results: EPS: ฿0.72 (down from ฿1.23 in 2Q 2021). Revenue: ฿4.44b (flat on 2Q 2021). Net income: ฿422.7m (down 41% from 2Q 2021). Profit margin: 9.5% (down from 16% in 2Q 2021). Over the last 3 years on average, earnings per share has increased by 13% per year whereas the company’s share price has increased by 8% per year.Reported Earnings • May 18First quarter 2022 earnings released: ฿0.14 loss per share (vs ฿0.54 profit in 1Q 2021)First quarter 2022 results: ฿0.14 loss per share (down from ฿0.54 profit in 1Q 2021). Revenue: ฿1.60b (down 14% from 1Q 2021). Net loss: ฿80.7m (down 125% from profit in 1Q 2021). 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 4% per year, which means it is significantly lagging earnings growth.Board Change • Apr 27Less than half of directors are independentThere are 6 new directors who have joined the board in the last 3 years. Of these new board members, none were independent directors. The company's board is composed of: 3 independent directors. 7 non-independent directors. Independent Director Suvat Suebsantikul was the last independent director to join the board, commencing their role in 2012. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.Upcoming Dividend • Mar 02Upcoming dividend of ฿1.70 per shareEligible shareholders must have bought the stock before 09 March 2022. Payment date: 21 April 2022. Payout ratio is a comfortable 63% and this is well supported by cash flows. Trailing yield: 5.1%. Within top quartile of Thai dividend payers (5.1%). Higher than average of industry peers (3.9%).Reported Earnings • Feb 27Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: ฿2.70 (up from ฿2.52 in FY 2020). Revenue: ฿12.1b (up 28% from FY 2020). Net income: ฿1.58b (up 7.2% from FY 2020). Profit margin: 13% (down from 16% 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 increased by 18% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.Reported Earnings • Nov 17Third quarter 2021 earnings released: EPS ฿0.69 (vs ฿1.21 in 3Q 2020)The company reported a poor third quarter result with weaker earnings and profit margins, although revenues were flat. Third quarter 2021 results: Revenue: ฿3.74b (flat on 3Q 2020). Net income: ฿401.8m (down 43% from 3Q 2020). Profit margin: 11% (down from 19% in 3Q 2020). Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.Reported Earnings • Aug 18Second quarter 2021 earnings released: EPS ฿1.23 (vs ฿0.97 in 2Q 2020)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were weaker. Second quarter 2021 results: Revenue: ฿4.42b (up 37% from 2Q 2020). Net income: ฿719.4m (up 27% from 2Q 2020). Profit margin: 16% (down from 18% in 2Q 2020). 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 3% per year, which means it is significantly lagging earnings.Reported Earnings • May 18First quarter 2021 earnings released: EPS ฿0.54 (vs ฿0.15 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: ฿1.87b (up 60% from 1Q 2020). Net income: ฿316.5m (up 266% from 1Q 2020). Profit margin: 17% (up from 7.4% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 4% per year whereas the company’s share price has fallen by 1% per year.Valuation Update With 7 Day Price Move • May 10Investor sentiment improved over the past weekAfter last week's 17% share price gain to ฿37.00, the stock trades at a trailing P/E ratio of 14.7x. Average trailing P/E is 21x in the Chemicals industry in Thailand. Total returns to shareholders of 16% over the past three years.Executive Departure • Apr 08President, CEO & Director Yoshihiro Tamura has left the companyOn the 26th of March, Yoshihiro Tamura, was replaced as CEO by Takahiro Yamashita after 3.0 years in the role. We don't have any record of a personal shareholding under Yoshihiro's name. A total of 5 executives have left over the last 12 months. Under Yoshihiro's leadership, the company delivered a total shareholder return of -12%.Reported Earnings • Feb 28Full year 2020 earnings released: EPS ฿2.52 (vs ฿1.58 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: ฿9.43b (up 7.0% from FY 2019). Net income: ฿1.47b (up 60% from FY 2019). Profit margin: 16% (up from 11% in FY 2019). Over the last 3 years on average, earnings per share has fallen by 15% per year whereas the company’s share price has fallen by 10% per year.Is New 90 Day High Low • Feb 20New 90-day high: ฿30.00The company is up 15% from its price of ฿26.00 on 20 November 2020. The Thai market is up 8.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Chemicals industry, which is up 20% over the same period.Valuation Update With 7 Day Price Move • Nov 26Market bids up stock over the past weekAfter last week's 17% share price gain to ฿29.75, the stock is trading at a trailing P/E ratio of 11.8x, up from the previous P/E ratio of 10.1x. This compares to an average P/E of 11x in the Chemicals industry in Thailand. Total return to shareholders over the past three years is a loss of 22%.Reported Earnings • Nov 18Third quarter 2020 earnings released: EPS ฿1.21The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: ฿3.70b (up 24% from 3Q 2019). Net income: ฿707.1m (up 89% from 3Q 2019). Profit margin: 19% (up from 13% in 3Q 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has only fallen by 16% per year, which means it has not declined as severely as earnings.Is New 90 Day High Low • Nov 17New 90-day high: ฿25.00The company is up 14% from its price of ฿22.00 on 19 August 2020. The Thai market is up 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 3.0% over the same period.Is New 90 Day High Low • Sep 29New 90-day high: ฿23.90The company is up 20% from its price of ฿19.90 on 01 July 2020. The Thai market is down 6.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is down 10.0% over the same period.지급의 안정성과 성장배당 데이터 가져오는 중안정적인 배당: TCCC 의 배당금 지급은 지난 10 년 동안 휘발성이었습니다.배당금 증가: TCCC 의 배당금 지급액은 지난 10 년 동안 증가하지 않았습니다.배당 수익률 vs 시장Thai Central Chemical 배당 수익률 vs 시장TCCC의 배당 수익률은 시장과 어떻게 비교되나요?구분배당 수익률회사 (TCCC)5.0%시장 하위 25% (TH)3.4%시장 상위 25% (TH)7.5%업계 평균 (Chemicals)2.6%분석가 예측 (TCCC) (최대 3년)n/a주목할만한 배당금: TCCC 의 배당금( 5% )은 TH 시장에서 배당금 지급자의 하위 25%( 3.39% )보다 높습니다.고배당: TCCC 의 배당금( 5% )은 TH 시장에서 배당금 지급자의 상위 25%( 7.59% )와 비교해 낮습니다.주주 대상 이익 배당수익 보장: 지급 비율 ( 111.4% )이 높기 때문에 TCCC 의 배당금 지급은 수익으로 잘 충당되지 않습니다.주주 현금 배당현금 흐름 범위: 현금 지급 비율 ( 108.9% )이 높기 때문에 TCCC 의 배당금 지급은 현금 흐름으로 잘 충당되지 않습니다.높은 배당을 제공하는 우량 기업 찾기7D1Y7D1Y7D1YTH 시장에서 배당이 강한 기업.View Management기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2023/11/11 05:18종가2023/08/24 00:00수익2023/06/30연간 수익2022/12/31데이터 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 소스Thai Central Chemical Public Company Limited는 0명의 분석가가 다루고 있습니다. 이 중 명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
Upcoming Dividend • Mar 03Upcoming dividend of ฿1.40 per share at 4.3% yieldEligible shareholders must have bought the stock before 10 March 2023. Payment date: 18 May 2023. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 4.3%. Lower than top quartile of Thai dividend payers (5.7%). Higher than average of industry peers (2.8%).
Upcoming Dividend • Mar 02Upcoming dividend of ฿1.70 per shareEligible shareholders must have bought the stock before 09 March 2022. Payment date: 21 April 2022. Payout ratio is a comfortable 63% and this is well supported by cash flows. Trailing yield: 5.1%. Within top quartile of Thai dividend payers (5.1%). Higher than average of industry peers (3.9%).
Reported Earnings • Aug 16Second quarter 2023 earnings released: EPS: ฿0.47 (vs ฿0.72 in 2Q 2022)Second quarter 2023 results: EPS: ฿0.47 (down from ฿0.72 in 2Q 2022). Revenue: ฿3.57b (down 20% from 2Q 2022). Net income: ฿275.9m (down 35% from 2Q 2022). Profit margin: 7.7% (down from 9.5% 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 22% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.
New Risk • Aug 04New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Thai stocks, typically moving 6.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 93% Paying a dividend despite having no free cash flows. Earnings have declined by 5.3% per year over the past 5 years. High level of non-cash earnings (43% accrual ratio). Minor Risks Share price has been volatile over the past 3 months (6.5% average weekly change). Profit margins are more than 30% lower than last year (6.7% net profit margin).
Valuation Update With 7 Day Price Move • Aug 03Investor sentiment deteriorates as stock falls 32%After last week's 32% share price decline to ฿26.75, the stock trades at a trailing P/E ratio of 17.7x. Average trailing P/E is 18x in the Chemicals industry in Thailand. Total returns to shareholders of 54% over the past three years.
Reported Earnings • May 18First quarter 2023 earnings released: ฿0.056 loss per share (vs ฿0.14 loss in 1Q 2022)First quarter 2023 results: ฿0.056 loss per share (improved from ฿0.14 loss in 1Q 2022). Revenue: ฿1.85b (up 16% from 1Q 2022). Net loss: ฿32.6m (loss narrowed 60% from 1Q 2022). Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 23% per year, which means it is well ahead of earnings.
Upcoming Dividend • Mar 03Upcoming dividend of ฿1.40 per share at 4.3% yieldEligible shareholders must have bought the stock before 10 March 2023. Payment date: 18 May 2023. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 4.3%. Lower than top quartile of Thai dividend payers (5.7%). Higher than average of industry peers (2.8%).
Valuation Update With 7 Day Price Move • Feb 08Investor sentiment improves as stock rises 31%After last week's 31% share price gain to ฿38.75, the stock trades at a trailing P/E ratio of 23.1x. Average trailing P/E is 18x in the Chemicals industry in Thailand. Total returns to shareholders of 123% over the past three years.
Reported Earnings • Nov 18Third quarter 2022 earnings released: EPS: ฿0.85 (vs ฿0.69 in 3Q 2021)Third quarter 2022 results: EPS: ฿0.85 (up from ฿0.69 in 3Q 2021). Revenue: ฿5.02b (up 34% from 3Q 2021). Net income: ฿498.3m (up 24% from 3Q 2021). Profit margin: 9.9% (in line with 3Q 2021). Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 10% per year.
Board Change • Nov 16Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, none were independent directors. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Director Suvat Suebsantikul was the last independent director to join the board, commencing their role in 2012. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.
Reported Earnings • Aug 17Second quarter 2022 earnings released: EPS: ฿0.72 (vs ฿1.23 in 2Q 2021)Second quarter 2022 results: EPS: ฿0.72 (down from ฿1.23 in 2Q 2021). Revenue: ฿4.44b (flat on 2Q 2021). Net income: ฿422.7m (down 41% from 2Q 2021). Profit margin: 9.5% (down from 16% in 2Q 2021). Over the last 3 years on average, earnings per share has increased by 13% per year whereas the company’s share price has increased by 8% per year.
Reported Earnings • May 18First quarter 2022 earnings released: ฿0.14 loss per share (vs ฿0.54 profit in 1Q 2021)First quarter 2022 results: ฿0.14 loss per share (down from ฿0.54 profit in 1Q 2021). Revenue: ฿1.60b (down 14% from 1Q 2021). Net loss: ฿80.7m (down 125% from profit in 1Q 2021). 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 4% per year, which means it is significantly lagging earnings growth.
Board Change • Apr 27Less than half of directors are independentThere are 6 new directors who have joined the board in the last 3 years. Of these new board members, none were independent directors. The company's board is composed of: 3 independent directors. 7 non-independent directors. Independent Director Suvat Suebsantikul was the last independent director to join the board, commencing their role in 2012. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.
Upcoming Dividend • Mar 02Upcoming dividend of ฿1.70 per shareEligible shareholders must have bought the stock before 09 March 2022. Payment date: 21 April 2022. Payout ratio is a comfortable 63% and this is well supported by cash flows. Trailing yield: 5.1%. Within top quartile of Thai dividend payers (5.1%). Higher than average of industry peers (3.9%).
Reported Earnings • Feb 27Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: ฿2.70 (up from ฿2.52 in FY 2020). Revenue: ฿12.1b (up 28% from FY 2020). Net income: ฿1.58b (up 7.2% from FY 2020). Profit margin: 13% (down from 16% 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 increased by 18% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Nov 17Third quarter 2021 earnings released: EPS ฿0.69 (vs ฿1.21 in 3Q 2020)The company reported a poor third quarter result with weaker earnings and profit margins, although revenues were flat. Third quarter 2021 results: Revenue: ฿3.74b (flat on 3Q 2020). Net income: ฿401.8m (down 43% from 3Q 2020). Profit margin: 11% (down from 19% in 3Q 2020). Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Aug 18Second quarter 2021 earnings released: EPS ฿1.23 (vs ฿0.97 in 2Q 2020)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were weaker. Second quarter 2021 results: Revenue: ฿4.42b (up 37% from 2Q 2020). Net income: ฿719.4m (up 27% from 2Q 2020). Profit margin: 16% (down from 18% in 2Q 2020). 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 3% per year, which means it is significantly lagging earnings.
Reported Earnings • May 18First quarter 2021 earnings released: EPS ฿0.54 (vs ฿0.15 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: ฿1.87b (up 60% from 1Q 2020). Net income: ฿316.5m (up 266% from 1Q 2020). Profit margin: 17% (up from 7.4% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 4% per year whereas the company’s share price has fallen by 1% per year.
Valuation Update With 7 Day Price Move • May 10Investor sentiment improved over the past weekAfter last week's 17% share price gain to ฿37.00, the stock trades at a trailing P/E ratio of 14.7x. Average trailing P/E is 21x in the Chemicals industry in Thailand. Total returns to shareholders of 16% over the past three years.
Executive Departure • Apr 08President, CEO & Director Yoshihiro Tamura has left the companyOn the 26th of March, Yoshihiro Tamura, was replaced as CEO by Takahiro Yamashita after 3.0 years in the role. We don't have any record of a personal shareholding under Yoshihiro's name. A total of 5 executives have left over the last 12 months. Under Yoshihiro's leadership, the company delivered a total shareholder return of -12%.
Reported Earnings • Feb 28Full year 2020 earnings released: EPS ฿2.52 (vs ฿1.58 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: ฿9.43b (up 7.0% from FY 2019). Net income: ฿1.47b (up 60% from FY 2019). Profit margin: 16% (up from 11% in FY 2019). Over the last 3 years on average, earnings per share has fallen by 15% per year whereas the company’s share price has fallen by 10% per year.
Is New 90 Day High Low • Feb 20New 90-day high: ฿30.00The company is up 15% from its price of ฿26.00 on 20 November 2020. The Thai market is up 8.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Chemicals industry, which is up 20% over the same period.
Valuation Update With 7 Day Price Move • Nov 26Market bids up stock over the past weekAfter last week's 17% share price gain to ฿29.75, the stock is trading at a trailing P/E ratio of 11.8x, up from the previous P/E ratio of 10.1x. This compares to an average P/E of 11x in the Chemicals industry in Thailand. Total return to shareholders over the past three years is a loss of 22%.
Reported Earnings • Nov 18Third quarter 2020 earnings released: EPS ฿1.21The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: ฿3.70b (up 24% from 3Q 2019). Net income: ฿707.1m (up 89% from 3Q 2019). Profit margin: 19% (up from 13% in 3Q 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has only fallen by 16% per year, which means it has not declined as severely as earnings.
Is New 90 Day High Low • Nov 17New 90-day high: ฿25.00The company is up 14% from its price of ฿22.00 on 19 August 2020. The Thai market is up 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 3.0% over the same period.
Is New 90 Day High Low • Sep 29New 90-day high: ฿23.90The company is up 20% from its price of ฿19.90 on 01 July 2020. The Thai market is down 6.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is down 10.0% over the same period.