Jubilee Enterprise (JUBILE) 주식 개요주빌리 엔터프라이즈 퍼블릭 컴퍼니는 태국에서 다이아몬드 주얼리의 생산, 유통 및 소매업을 하고 있습니다. 자세히 보기JUBILE 펀더멘털 분석스노우플레이크 점수가치 평가4/6미래 성장0/6과거 실적2/6재무 건전성6/6배당3/6강점공정 가치 추정치보다 낮은 50.8% 에서 거래위험 분석지난 5년간 매년 수익이 19.8% 감소했습니다.불안정한 배당 실적의미 있는 시가총액이 없습니다(THB1B)모든 위험 점검 보기JUBILE 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฿7.20124.3% 고평가 내재 할인율Growth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture02b2016201920222025202620282031Revenue ฿832.1mEarnings ฿77.7mAdvancedSet Fair ValueView all narrativesJubilee Enterprise Public Company Limited 경쟁사MEB CorporationSymbol: SET:MEBMarket cap: ฿3.6bSinger ThailandSymbol: SET:SINGERMarket cap: ฿7.7bMoshi Moshi Retail CorporationSymbol: SET:MOSHIMarket cap: ฿12.5bAurora DesignSymbol: SET:AURAMarket cap: ฿19.1b가격 이력 및 성과Jubilee Enterprise 주가의 최고가, 최저가 및 변동 요약과거 주가현재 주가฿7.2052주 최고가฿8.1552주 최저가฿6.40베타0.291개월 변동0%3개월 변동0.70%1년 변동3.60%3년 변동-70.73%5년 변동-71.08%IPO 이후 변동127.85%최근 뉴스 및 업데이트New Risk • May 24New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 3.4% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining 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 Earnings have declined by 20% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (฿1.25b market cap, or US$38.2m).Upcoming Dividend • Apr 23Upcoming dividend of ฿0.14 per shareEligible shareholders must have bought the stock before 30 April 2026. Payment date: 15 May 2026. Payout ratio is a comfortable 40% and this is well supported by cash flows. Trailing yield: 3.4%. Lower than top quartile of Thai dividend payers (7.5%). Lower than average of industry peers (4.6%).Declared Dividend • Mar 02Final dividend of ฿0.14 announcedShareholders will receive a dividend of ฿0.14. Ex-date: 30th April 2026 Payment date: 15th May 2026 Dividend yield will be 3.2%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is well covered by both earnings (43% earnings payout ratio) and cash flows (13% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to remain steady over the next year, which should provide adequate earnings cover for the dividend.공시 • Feb 28Jubilee Enterprise Public Company Limited Proposes Cash Dividend for the Operating Period from 01 July, 2025 to 31 December, 2025, Payable on 15 May, 2026Jubilee Enterprise Public Company Limited at the Annual General Meeting of Shareholders to be held on 22 April, 2026 proposed cash dividend of THB 0.14 per share for the operating period from 01 July, 2025 to 31 December, 2025. Date of Board resolution is 25 February, 2026; Record date for the right to receive dividends: 05 May, 2026; Ex-dividend date is 30 April, 2026; Payment date is 15 May, 2026.공시 • Feb 26Jubilee Enterprise Public Company Limited, Annual General Meeting, Apr 22, 2026Jubilee Enterprise Public Company Limited, Annual General Meeting, Apr 22, 2026, at 14:00 SE Asia Standard Time.Reported Earnings • Nov 12Third quarter 2025 earnings released: EPS: ฿0.095 (vs ฿0.14 in 3Q 2024)Third quarter 2025 results: EPS: ฿0.095 (down from ฿0.14 in 3Q 2024). Revenue: ฿266.4m (down 19% from 3Q 2024). Net income: ฿16.6m (down 31% from 3Q 2024). Profit margin: 6.2% (down from 7.3% in 3Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 5.1% p.a. on average during the next 2 years, compared to a 5.6% growth forecast for the Specialty Retail industry in Thailand. Over the last 3 years on average, earnings per share has fallen by 40% per year whereas the company’s share price has fallen by 37% per year.더 많은 업데이트 보기Recent updatesNew Risk • May 24New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 3.4% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining 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 Earnings have declined by 20% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (฿1.25b market cap, or US$38.2m).Upcoming Dividend • Apr 23Upcoming dividend of ฿0.14 per shareEligible shareholders must have bought the stock before 30 April 2026. Payment date: 15 May 2026. Payout ratio is a comfortable 40% and this is well supported by cash flows. Trailing yield: 3.4%. Lower than top quartile of Thai dividend payers (7.5%). Lower than average of industry peers (4.6%).Declared Dividend • Mar 02Final dividend of ฿0.14 announcedShareholders will receive a dividend of ฿0.14. Ex-date: 30th April 2026 Payment date: 15th May 2026 Dividend yield will be 3.2%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is well covered by both earnings (43% earnings payout ratio) and cash flows (13% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to remain steady over the next year, which should provide adequate earnings cover for the dividend.공시 • Feb 28Jubilee Enterprise Public Company Limited Proposes Cash Dividend for the Operating Period from 01 July, 2025 to 31 December, 2025, Payable on 15 May, 2026Jubilee Enterprise Public Company Limited at the Annual General Meeting of Shareholders to be held on 22 April, 2026 proposed cash dividend of THB 0.14 per share for the operating period from 01 July, 2025 to 31 December, 2025. Date of Board resolution is 25 February, 2026; Record date for the right to receive dividends: 05 May, 2026; Ex-dividend date is 30 April, 2026; Payment date is 15 May, 2026.공시 • Feb 26Jubilee Enterprise Public Company Limited, Annual General Meeting, Apr 22, 2026Jubilee Enterprise Public Company Limited, Annual General Meeting, Apr 22, 2026, at 14:00 SE Asia Standard Time.Reported Earnings • Nov 12Third quarter 2025 earnings released: EPS: ฿0.095 (vs ฿0.14 in 3Q 2024)Third quarter 2025 results: EPS: ฿0.095 (down from ฿0.14 in 3Q 2024). Revenue: ฿266.4m (down 19% from 3Q 2024). Net income: ฿16.6m (down 31% from 3Q 2024). Profit margin: 6.2% (down from 7.3% in 3Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 5.1% p.a. on average during the next 2 years, compared to a 5.6% growth forecast for the Specialty Retail industry in Thailand. Over the last 3 years on average, earnings per share has fallen by 40% per year whereas the company’s share price has fallen by 37% per year.Reported Earnings • Aug 15Second quarter 2025 earnings released: EPS: ฿0.10 (vs ฿0.22 in 2Q 2024)Second quarter 2025 results: EPS: ฿0.10 (down from ฿0.22 in 2Q 2024). Revenue: ฿272.5m (down 24% from 2Q 2024). Net income: ฿17.8m (down 54% from 2Q 2024). Profit margin: 6.5% (down from 11% in 2Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 5.1% p.a. on average during the next 2 years, compared to a 4.5% growth forecast for the Specialty Retail industry in Thailand. Over the last 3 years on average, earnings per share has fallen by 36% per year whereas the company’s share price has fallen by 38% per year.Reported Earnings • May 16First quarter 2025 earnings released: EPS: ฿0.15 (vs ฿0.23 in 1Q 2024)First quarter 2025 results: EPS: ฿0.15 (down from ฿0.23 in 1Q 2024). Revenue: ฿290.5m (down 15% from 1Q 2024). Net income: ฿26.1m (down 36% from 1Q 2024). Profit margin: 9.0% (down from 12% in 1Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has fallen by 35% per year, which means it is performing significantly worse than earnings.Upcoming Dividend • Apr 23Upcoming dividend of ฿0.14 per shareEligible shareholders must have bought the stock before 30 April 2025. Payment date: 16 May 2025. Payout ratio is a comfortable 41% and this is well supported by cash flows. Trailing yield: 3.8%. Lower than top quartile of Thai dividend payers (8.1%). In line with average of industry peers (3.7%).Declared Dividend • Mar 02Final dividend of ฿0.14 announcedShareholders will receive a dividend of ฿0.14. Ex-date: 30th April 2025 Payment date: 16th May 2025 Dividend yield will be 3.8%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is well covered by both earnings (49% earnings payout ratio) and cash flows (36% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to remain steady over the next year, which should provide adequate earnings cover for the dividend.New Risk • Feb 28New major risk - Revenue and earnings growthEarnings have declined by 7.0% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 7.0% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (฿1.53b market cap, or US$44.9m).공시 • Feb 26+ 2 more updatesJubilee Enterprise Public Company Limited Announces CFO ChangesJubilee Enterprise Public Company Limited announced that Miss Rungrudee Fuangworatham has terminated as Acting Chief Financial Officer, effective February 25, 2025. Subsequently, Miss Angsuvee Chuatong has been appointed as the Acting Chief Financial Officer, effective February 26, 2025.Reported Earnings • Nov 15Third quarter 2024 earnings released: EPS: ฿0.14 (vs ฿0.29 in 3Q 2023)Third quarter 2024 results: EPS: ฿0.14 (down from ฿0.29 in 3Q 2023). Revenue: ฿329.0m (down 13% from 3Q 2023). Net income: ฿24.0m (down 53% from 3Q 2023). Profit margin: 7.3% (down from 14% in 3Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has fallen by 22% per year, which means it is performing significantly worse than earnings.Board Change • Oct 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 8 experienced directors. No highly experienced directors. Executive Vice Chairman of the Board Suvatana Tulayapisitchai was the last director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.New Risk • Aug 23New major risk - Revenue and earnings growthEarnings have declined by 1.4% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 1.4% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (฿2.40b market cap, or US$70.2m).Valuation Update With 7 Day Price Move • Aug 22Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ฿13.20, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 16x in the Specialty Retail industry in Thailand. Total loss to shareholders of 39% over the past three years.Declared Dividend • Aug 16First half dividend reduced to ฿0.19Dividend of ฿0.19 is 24% lower than last year. Ex-date: 29th August 2024 Payment date: 13th September 2024 Dividend yield will be 3.9%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is well covered by both earnings (48% earnings payout ratio) and cash flows (49% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 22% over the next year, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Aug 15Second quarter 2024 earnings released: EPS: ฿0.22 (vs ฿0.17 in 2Q 2023)Second quarter 2024 results: EPS: ฿0.22 (up from ฿0.17 in 2Q 2023). Revenue: ฿356.4m (down 7.4% from 2Q 2023). Net income: ฿38.8m (up 32% from 2Q 2023). Profit margin: 11% (up from 7.7% in 2Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 9.7% p.a. on average during the next 2 years, compared to a 4.9% growth forecast for the Specialty Retail industry in Thailand. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has fallen by 20% per year, which means it is performing significantly worse than earnings.공시 • Jul 16Jubilee Enterprise Public Company Limited Announces Resignation of Pirote Maleehorm from the Audit Committee and as Independent DirectorJubilee Enterprise Public Company Limited announced that the company had received a letter of resignation from Mr. Pirote Maleehorm from the positions of Audit Committee and Independent Director and Mr. Sahasroj Rojmetha from the position of Independent Director due to other personal matters, which may affect the ability to fully perform their duties, effective on July 15th, 2024 onwards. The Company's operations remained unaffected despite the resignation of the directors.Reported Earnings • May 15First quarter 2024 earnings released: EPS: ฿0.23 (vs ฿0.40 in 1Q 2023)First quarter 2024 results: EPS: ฿0.23 (down from ฿0.40 in 1Q 2023). Revenue: ฿341.3m (down 16% from 1Q 2023). Net income: ฿40.6m (down 41% from 1Q 2023). Profit margin: 12% (down from 17% in 1Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 7.8% p.a. on average during the next 2 years, compared to a 5.9% growth forecast for the Specialty Retail industry in Thailand. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has fallen by 16% per year, which means it is performing significantly worse than earnings.Upcoming Dividend • Apr 25Upcoming dividend of ฿0.25 per shareEligible shareholders must have bought the stock before 02 May 2024. Payment date: 17 May 2024. Payout ratio is a comfortable 43% and this is well supported by cash flows. Trailing yield: 3.1%. Lower than top quartile of Thai dividend payers (6.0%). Higher than average of industry peers (2.8%).Price Target Changed • Feb 25Price target decreased by 30% to ฿19.50Down from ฿27.70, the current price target is provided by 1 analyst. New target price is 17% above last closing price of ฿16.70. Stock is down 36% over the past year. The company is forecast to post earnings per share of ฿1.30 for next year compared to ฿1.17 last year.공시 • Feb 23Jubilee Enterprise Public Company Limited, Annual General Meeting, Apr 23, 2024Jubilee Enterprise Public Company Limited, Annual General Meeting, Apr 23, 2024, at 14:00 SE Asia Standard Time. Agenda: To acknowledge on the Company's operating results for 2023; to consider approving the financial statements for the year ended 31 December 2023; to consider approving election of directors retiring by rotation; and to consider other matters.Reported Earnings • Feb 23Full year 2023 earnings released: EPS: ฿1.17 (vs ฿1.80 in FY 2022)Full year 2023 results: EPS: ฿1.17 (down from ฿1.80 in FY 2022). Revenue: ฿1.56b (down 13% from FY 2022). Net income: ฿203.2m (down 35% from FY 2022). Profit margin: 13% (down from 18% 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 2% per year but the company’s share price has fallen by 12% per year, which means it is performing significantly worse than earnings.공시 • Feb 22Jubilee Enterprise Public Company Limited Proposes Dividend for the Year Ended December 31, 2023, Payable on May 17, 2024Jubilee Enterprise Public Company Limited at its Annual General Meeting of shareholders to be held on April 23, 2024, the Board of Directors deemed it appropriate to propose to shareholders to approve the dividend payment for the 2023 operating results at the rate of THB 0.50 per share amounting to THB 87.14 million or equivalent to 42.88% of net profit after deduction of legal reserve. The Company paid the interim dividend from operating results from January 1, 2023 to June 30, 2023 at the rate of THB 0.25 per share on September 8, 2023. The remaining paid from operating results from July 1, 2023 to December 31, 2023 which will be paid at the rate of THB 0.25 per share. The Record Date for the rights of receiving dividend will be on May 13, 2024. The payment date will be on May 17, 2024.Reported Earnings • Nov 14Third quarter 2023 earnings released: EPS: ฿0.29 (vs ฿0.40 in 3Q 2022)Third quarter 2023 results: EPS: ฿0.29 (down from ฿0.40 in 3Q 2022). Revenue: ฿377.9m (down 11% from 3Q 2022). Net income: ฿51.0m (down 27% from 3Q 2022). Profit margin: 14% (down from 17% in 3Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.Upcoming Dividend • Aug 18Upcoming dividend of ฿0.25 per share at 2.9% yieldEligible shareholders must have bought the stock before 25 August 2023. Payment date: 08 September 2023. Payout ratio is a comfortable 42% and this is well supported by cash flows. Trailing yield: 2.9%. Lower than top quartile of Thai dividend payers (6.3%). Higher than average of industry peers (2.3%).Reported Earnings • Aug 12Second quarter 2023 earnings released: EPS: ฿6.90 (vs ฿0.44 in 2Q 2022)Second quarter 2023 results: EPS: ฿6.90. Revenue: ฿384.8m (down 12% from 2Q 2022). Net income: ฿29.5m (down 61% from 2Q 2022). Profit margin: 7.7% (down from 17% in 2Q 2022). The decrease in margin was driven by lower revenue.공시 • Aug 12Jubilee Enterprise Public Company Limited Announces Cash Dividend Payment for 01-Jan-2023 to 30-Jun-2023, Payable 08-Sep-2023Jubilee Enterprise Public Company Limited announced Cash dividend payment of THB 0.25 for Operating period from 01-Jan-2023 to 30-Jun-2023. Record date for the right to receive: 28-Aug-2023. Ex-dividend date: 25-Aug-2023. Payment date: 08-Sep-2023.Upcoming Dividend • May 02Upcoming dividend of ฿0.35 per share at 3.0% yieldEligible shareholders must have bought the stock before 09 May 2023. Payment date: 19 May 2023. Payout ratio is a comfortable 40% and this is well supported by cash flows. Trailing yield: 3.0%. Lower than top quartile of Thai dividend payers (6.2%). Higher than average of industry peers (2.2%).Reported Earnings • Nov 16Third quarter 2022 earnings released: EPS: ฿0.40 (vs ฿0.17 in 3Q 2021)Third quarter 2022 results: EPS: ฿0.40 (up from ฿0.17 in 3Q 2021). Revenue: ฿424.3m (up 60% from 3Q 2021). Net income: ฿69.9m (up 130% from 3Q 2021). Profit margin: 17% (up from 12% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 1.4% p.a. on average during the next 2 years, compared to a 5.1% growth forecast for the Specialty Retail industry in Thailand. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 14% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Nov 12Third quarter 2022 earnings released: EPS: ฿0.40 (vs ฿0.17 in 3Q 2021)Third quarter 2022 results: EPS: ฿0.40 (up from ฿0.17 in 3Q 2021). Revenue: ฿424.3m (up 60% from 3Q 2021). Net income: ฿69.9m (up 130% from 3Q 2021). Profit margin: 17% (up from 12% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 1.4% p.a. on average during the next 2 years, compared to a 5.1% growth forecast for the Specialty Retail industry in Thailand. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 15% per year, which means it is tracking significantly ahead of earnings growth.Price Target Changed • Aug 20Price target increased to ฿31.30Up from ฿27.70, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of ฿31.25. Stock is up 35% over the past year. The company is forecast to post earnings per share of ฿1.81 for next year compared to ฿1.29 last year.Upcoming Dividend • Aug 19Upcoming dividend of ฿0.38 per shareEligible shareholders must have bought the stock before 26 August 2022. Payment date: 09 September 2022. Payout ratio is a comfortable 43% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of Thai dividend payers (5.4%). Higher than average of industry peers (1.7%).Reported Earnings • Aug 12Second quarter 2022 earnings released: EPS: ฿0.44 (vs ฿0.15 in 2Q 2021)Second quarter 2022 results: EPS: ฿0.44 (up from ฿0.15 in 2Q 2021). Revenue: ฿439.1m (up 62% from 2Q 2021). Net income: ฿76.2m (up 187% from 2Q 2021). Profit margin: 17% (up from 9.8% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 6.5%, compared to a 11% growth forecast for the industry in Thailand. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 15% per year, which means it is tracking significantly ahead of earnings growth.Buying Opportunity • Aug 09Now 20% undervaluedOver the last 90 days, the stock is up 4.7%. The fair value is estimated to be ฿32.29, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 3.9%. Revenue is forecast to grow by 16% in a year. Earnings is forecast to grow by 13% in the next year.Buying Opportunity • Jun 28Now 21% undervaluedOver the last 90 days, the stock is up 11%. The fair value is estimated to be ฿32.72, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 3.9%. Revenue is forecast to grow by 16% in a year. Earnings is forecast to grow by 13% in the next year.Buying Opportunity • Jun 13Now 20% undervaluedOver the last 90 days, the stock is up 13%. The fair value is estimated to be ฿32.64, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 3.9%. Revenue is forecast to grow by 16% in a year. Earnings is forecast to grow by 13% in the next year.Reported Earnings • May 14First quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2022 results: EPS: ฿0.52 (up from ฿0.35 in 1Q 2021). Revenue: ฿448.0m (up 11% from 1Q 2021). Net income: ฿90.5m (up 48% from 1Q 2021). Profit margin: 20% (up from 15% in 1Q 2021). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 100%. Earnings per share (EPS) exceeded analyst estimates by 11%. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 16% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • May 02Upcoming dividend of ฿0.37 per shareEligible shareholders must have bought the stock before 09 May 2022. Payment date: 20 May 2022. Payout ratio is a comfortable 40% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of Thai dividend payers (5.1%). Higher than average of industry peers (1.6%).Price Target Changed • Apr 27Price target decreased to ฿25.88Down from ฿28.50, the current price target is provided by 1 analyst. New target price is 10% above last closing price of ฿23.50. Stock is down 14% over the past year. The company is forecast to post earnings per share of ฿1.51 for next year compared to ฿1.29 last year.Reported Earnings • Feb 24Full year 2021 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2021 results: EPS: ฿1.29 (down from ฿1.53 in FY 2020). Revenue: ฿1.53b (down 10% from FY 2020). Net income: ฿225.2m (down 16% from FY 2020). Profit margin: 15% (down from 16% in FY 2020). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 100%. Earnings per share (EPS) exceeded analyst estimates by 11%. Over the next year, revenue is forecast to grow 4.0%, compared to a 11% growth forecast for the retail industry in Thailand. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 17% per year, which means it is tracking significantly ahead of earnings growth.Price Target Changed • Dec 21Price target decreased to ฿25.25Down from ฿28.50, the current price target is an average from 2 analysts. New target price is 7.0% above last closing price of ฿23.60. Stock is up 12% over the past year. The company is forecast to post earnings per share of ฿1.38 for next year compared to ฿1.53 last year.Reported Earnings • Nov 15Third quarter 2021 earnings released: EPS ฿0.17 (vs ฿0.55 in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: ฿265.5m (down 49% from 3Q 2020). Net income: ฿30.4m (down 68% from 3Q 2020). Profit margin: 12% (down from 19% in 3Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 13% per year.Upcoming Dividend • Aug 20Upcoming dividend of ฿0.15 per shareEligible shareholders must have bought the stock before 27 August 2021. Payment date: 10 September 2021. Trailing yield: 2.5%. Lower than top quartile of Thai dividend payers (5.0%). Higher than average of industry peers (1.2%).Reported Earnings • Aug 18Second quarter 2021 earnings released: EPS ฿0.15 (vs ฿0.21 in 2Q 2020)The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2021 results: Revenue: ฿270.5m (up 7.4% from 2Q 2020). Net income: ฿26.6m (down 27% from 2Q 2020). Profit margin: 9.8% (down from 14% 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 12% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.Price Target Changed • May 22Price target increased to ฿29.25Up from ฿25.75, the current price target is provided by 1 analyst. New target price is 16% above last closing price of ฿25.25. Stock is up 65% over the past year.Reported Earnings • May 13First quarter 2021 earnings released: EPS ฿0.35 (vs ฿0.26 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: ฿405.3m (up 11% from 1Q 2020). Net income: ฿61.4m (up 36% from 1Q 2020). Profit margin: 15% (up from 12% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • May 03Upcoming dividend of ฿0.44 per shareEligible shareholders must have bought the stock before 10 May 2021. Payment date: 21 May 2021. Trailing yield: 2.3%. Lower than top quartile of Thai dividend payers (4.8%). Higher than average of industry peers (1.1%).Analyst Estimate Surprise Post Earnings • Feb 24Revenue and earnings beat expectationsRevenue exceeded analyst estimates by 3.7%. Earnings per share (EPS) also surpassed analyst estimates by 6.6%. Over the next year, revenue is forecast to grow 6.3%, compared to a 13% growth forecast for the Specialty Retail industry in Thailand.Reported Earnings • Feb 24Full year 2020 earnings released: EPS ฿1.53 (vs ฿1.51 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: ฿1.71b (down 5.5% from FY 2019). Net income: ฿266.8m (up 1.7% from FY 2019). Profit margin: 16% (up from 14% in FY 2019). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.Is New 90 Day High Low • Feb 23New 90-day high: ฿24.70The company is up 17% from its price of ฿21.10 on 25 November 2020. The Thai market is up 6.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Specialty Retail industry, which is up 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ฿21.14 per share.Is New 90 Day High Low • Jan 27New 90-day high: ฿23.30The company is up 35% from its price of ฿17.20 on 29 October 2020. The Thai market is up 25% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Specialty Retail industry, which is up 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ฿21.76 per share.Price Target Changed • Jan 06Price target raised to ฿21.60Up from ฿18.50, the current price target is an average from 2 analysts. The new target price is close to the current share price of ฿22.20. As of last close, the stock is up 21% over the past year.Is New 90 Day High Low • Dec 24New 90-day high: ฿21.60The company is up 23% from its price of ฿17.60 on 25 September 2020. The Thai market is up 14% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Specialty Retail industry, which is down 5.0% over the same period.Reported Earnings • Nov 11Third quarter 2020 earnings released: EPS ฿0.55The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: ฿520.6m (up 24% from 3Q 2019). Net income: ฿96.4m (up 55% from 3Q 2019). Profit margin: 19% (up from 15% in 3Q 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.Analyst Estimate Surprise Post Earnings • Nov 11Revenue and earnings beat expectationsRevenue exceeded analyst estimates by 26%. Earnings per share (EPS) also surpassed analyst estimates by 72%. Over the next year, revenue is forecast to grow 8.1%, compared to a 4.6% growth forecast for the Specialty Retail industry in Thailand.Valuation Update With 7 Day Price Move • Nov 10Market bids up stock over the past weekAfter last week's 15% share price gain to ฿19.60, the stock is trading at a trailing P/E ratio of 15.3x, up from the previous P/E ratio of 13.3x. This compares to an average P/E of 22x in the Specialty Retail industry in Thailand. Total return to shareholders over the past three years is a loss of 7.8%.Is New 90 Day High Low • Nov 10New 90-day high: ฿19.60The company is up 17% from its price of ฿16.80 on 11 August 2020. The Thai market is down 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Specialty Retail industry, which is down 5.0% over the same period.주주 수익률JUBILETH Specialty RetailTH 시장7D0.7%-0.4%1.6%1Y3.6%4.9%40.9%전체 주주 수익률 보기수익률 대 산업: JUBILE은 지난 1년 동안 4.9%의 수익을 기록한 TH Specialty Retail 산업보다 저조한 성과를 냈습니다.수익률 대 시장: JUBILE은 지난 1년 동안 40.9%를 기록한 TH 시장보다 저조한 성과를 냈습니다.주가 변동성Is JUBILE's price volatile compared to industry and market?JUBILE volatilityJUBILE Average Weekly Movement2.0%Specialty Retail Industry Average Movement5.2%Market Average Movement4.4%10% most volatile stocks in TH Market10.5%10% least volatile stocks in TH Market2.3%안정적인 주가: JUBILE는 지난 3개월 동안 TH 시장에 비해 주가 변동성이 크지 않았습니다.시간에 따른 변동성: JUBILE의 주간 변동성(2%)은 지난 1년 동안 안정적이었습니다.회사 소개설립직원 수CEO웹사이트1993n/aUnyarat Pornprakitwww.jubileediamond.co.th주빌리 엔터프라이즈 퍼블릭 컴퍼니는 태국에서 다이아몬드 주얼리의 생산, 유통 및 소매업을 하고 있습니다. 또한 온라인으로도 제품을 제공합니다. 주빌리 엔터프라이즈 퍼블릭 컴퍼니는 1993년에 설립되었으며 태국 방콕에 본사를 두고 있습니다.더 보기Jubilee Enterprise Public Company Limited 기초 지표 요약Jubilee Enterprise의 순이익과 매출은 시가총액과 어떻게 비교됩니까?JUBILE 기초 통계시가총액฿1.25b순이익 (TTM)฿112.34m매출 (TTM)฿1.20b11.2x주가수익비율(P/E)1.0x주가매출비율(P/S)JUBILE는 고평가되어 있습니까?공정 가치 및 평가 분석 보기순이익 및 매출최근 실적 보고서(TTM)의 주요 수익성 지표JUBILE 손익계산서 (TTM)매출฿1.20b매출원가฿621.03m총이익฿581.48m기타 비용฿469.14m순이익฿112.34m최근 보고된 실적Mar 31, 2026다음 실적 발표일해당 없음주당순이익(EPS)0.64총이익률48.36%순이익률9.34%부채/자본 비율0%JUBILE의 장기 실적은 어땠습니까?과거 실적 및 비교 보기배당3.3%현재 배당 수익률37%배당 성향View Valuation기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/06/05 11:53종가2026/06/05 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 소스Jubilee Enterprise Public Company Limited는 3명의 분석가가 다루고 있습니다. 이 중 1명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Wikij TirawannaratBualuang Securities PCLLinda LauwiraCGS InternationalNuttawut WongyaowalakGloblex Securities Co. Ltd.
New Risk • May 24New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 3.4% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining 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 Earnings have declined by 20% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (฿1.25b market cap, or US$38.2m).
Upcoming Dividend • Apr 23Upcoming dividend of ฿0.14 per shareEligible shareholders must have bought the stock before 30 April 2026. Payment date: 15 May 2026. Payout ratio is a comfortable 40% and this is well supported by cash flows. Trailing yield: 3.4%. Lower than top quartile of Thai dividend payers (7.5%). Lower than average of industry peers (4.6%).
Declared Dividend • Mar 02Final dividend of ฿0.14 announcedShareholders will receive a dividend of ฿0.14. Ex-date: 30th April 2026 Payment date: 15th May 2026 Dividend yield will be 3.2%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is well covered by both earnings (43% earnings payout ratio) and cash flows (13% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to remain steady over the next year, which should provide adequate earnings cover for the dividend.
공시 • Feb 28Jubilee Enterprise Public Company Limited Proposes Cash Dividend for the Operating Period from 01 July, 2025 to 31 December, 2025, Payable on 15 May, 2026Jubilee Enterprise Public Company Limited at the Annual General Meeting of Shareholders to be held on 22 April, 2026 proposed cash dividend of THB 0.14 per share for the operating period from 01 July, 2025 to 31 December, 2025. Date of Board resolution is 25 February, 2026; Record date for the right to receive dividends: 05 May, 2026; Ex-dividend date is 30 April, 2026; Payment date is 15 May, 2026.
공시 • Feb 26Jubilee Enterprise Public Company Limited, Annual General Meeting, Apr 22, 2026Jubilee Enterprise Public Company Limited, Annual General Meeting, Apr 22, 2026, at 14:00 SE Asia Standard Time.
Reported Earnings • Nov 12Third quarter 2025 earnings released: EPS: ฿0.095 (vs ฿0.14 in 3Q 2024)Third quarter 2025 results: EPS: ฿0.095 (down from ฿0.14 in 3Q 2024). Revenue: ฿266.4m (down 19% from 3Q 2024). Net income: ฿16.6m (down 31% from 3Q 2024). Profit margin: 6.2% (down from 7.3% in 3Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 5.1% p.a. on average during the next 2 years, compared to a 5.6% growth forecast for the Specialty Retail industry in Thailand. Over the last 3 years on average, earnings per share has fallen by 40% per year whereas the company’s share price has fallen by 37% per year.
New Risk • May 24New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 3.4% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining 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 Earnings have declined by 20% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (฿1.25b market cap, or US$38.2m).
Upcoming Dividend • Apr 23Upcoming dividend of ฿0.14 per shareEligible shareholders must have bought the stock before 30 April 2026. Payment date: 15 May 2026. Payout ratio is a comfortable 40% and this is well supported by cash flows. Trailing yield: 3.4%. Lower than top quartile of Thai dividend payers (7.5%). Lower than average of industry peers (4.6%).
Declared Dividend • Mar 02Final dividend of ฿0.14 announcedShareholders will receive a dividend of ฿0.14. Ex-date: 30th April 2026 Payment date: 15th May 2026 Dividend yield will be 3.2%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is well covered by both earnings (43% earnings payout ratio) and cash flows (13% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to remain steady over the next year, which should provide adequate earnings cover for the dividend.
공시 • Feb 28Jubilee Enterprise Public Company Limited Proposes Cash Dividend for the Operating Period from 01 July, 2025 to 31 December, 2025, Payable on 15 May, 2026Jubilee Enterprise Public Company Limited at the Annual General Meeting of Shareholders to be held on 22 April, 2026 proposed cash dividend of THB 0.14 per share for the operating period from 01 July, 2025 to 31 December, 2025. Date of Board resolution is 25 February, 2026; Record date for the right to receive dividends: 05 May, 2026; Ex-dividend date is 30 April, 2026; Payment date is 15 May, 2026.
공시 • Feb 26Jubilee Enterprise Public Company Limited, Annual General Meeting, Apr 22, 2026Jubilee Enterprise Public Company Limited, Annual General Meeting, Apr 22, 2026, at 14:00 SE Asia Standard Time.
Reported Earnings • Nov 12Third quarter 2025 earnings released: EPS: ฿0.095 (vs ฿0.14 in 3Q 2024)Third quarter 2025 results: EPS: ฿0.095 (down from ฿0.14 in 3Q 2024). Revenue: ฿266.4m (down 19% from 3Q 2024). Net income: ฿16.6m (down 31% from 3Q 2024). Profit margin: 6.2% (down from 7.3% in 3Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 5.1% p.a. on average during the next 2 years, compared to a 5.6% growth forecast for the Specialty Retail industry in Thailand. Over the last 3 years on average, earnings per share has fallen by 40% per year whereas the company’s share price has fallen by 37% per year.
Reported Earnings • Aug 15Second quarter 2025 earnings released: EPS: ฿0.10 (vs ฿0.22 in 2Q 2024)Second quarter 2025 results: EPS: ฿0.10 (down from ฿0.22 in 2Q 2024). Revenue: ฿272.5m (down 24% from 2Q 2024). Net income: ฿17.8m (down 54% from 2Q 2024). Profit margin: 6.5% (down from 11% in 2Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 5.1% p.a. on average during the next 2 years, compared to a 4.5% growth forecast for the Specialty Retail industry in Thailand. Over the last 3 years on average, earnings per share has fallen by 36% per year whereas the company’s share price has fallen by 38% per year.
Reported Earnings • May 16First quarter 2025 earnings released: EPS: ฿0.15 (vs ฿0.23 in 1Q 2024)First quarter 2025 results: EPS: ฿0.15 (down from ฿0.23 in 1Q 2024). Revenue: ฿290.5m (down 15% from 1Q 2024). Net income: ฿26.1m (down 36% from 1Q 2024). Profit margin: 9.0% (down from 12% in 1Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has fallen by 35% per year, which means it is performing significantly worse than earnings.
Upcoming Dividend • Apr 23Upcoming dividend of ฿0.14 per shareEligible shareholders must have bought the stock before 30 April 2025. Payment date: 16 May 2025. Payout ratio is a comfortable 41% and this is well supported by cash flows. Trailing yield: 3.8%. Lower than top quartile of Thai dividend payers (8.1%). In line with average of industry peers (3.7%).
Declared Dividend • Mar 02Final dividend of ฿0.14 announcedShareholders will receive a dividend of ฿0.14. Ex-date: 30th April 2025 Payment date: 16th May 2025 Dividend yield will be 3.8%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is well covered by both earnings (49% earnings payout ratio) and cash flows (36% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to remain steady over the next year, which should provide adequate earnings cover for the dividend.
New Risk • Feb 28New major risk - Revenue and earnings growthEarnings have declined by 7.0% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 7.0% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (฿1.53b market cap, or US$44.9m).
공시 • Feb 26+ 2 more updatesJubilee Enterprise Public Company Limited Announces CFO ChangesJubilee Enterprise Public Company Limited announced that Miss Rungrudee Fuangworatham has terminated as Acting Chief Financial Officer, effective February 25, 2025. Subsequently, Miss Angsuvee Chuatong has been appointed as the Acting Chief Financial Officer, effective February 26, 2025.
Reported Earnings • Nov 15Third quarter 2024 earnings released: EPS: ฿0.14 (vs ฿0.29 in 3Q 2023)Third quarter 2024 results: EPS: ฿0.14 (down from ฿0.29 in 3Q 2023). Revenue: ฿329.0m (down 13% from 3Q 2023). Net income: ฿24.0m (down 53% from 3Q 2023). Profit margin: 7.3% (down from 14% in 3Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has fallen by 22% per year, which means it is performing significantly worse than earnings.
Board Change • Oct 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 8 experienced directors. No highly experienced directors. Executive Vice Chairman of the Board Suvatana Tulayapisitchai was the last director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
New Risk • Aug 23New major risk - Revenue and earnings growthEarnings have declined by 1.4% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 1.4% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (฿2.40b market cap, or US$70.2m).
Valuation Update With 7 Day Price Move • Aug 22Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ฿13.20, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 16x in the Specialty Retail industry in Thailand. Total loss to shareholders of 39% over the past three years.
Declared Dividend • Aug 16First half dividend reduced to ฿0.19Dividend of ฿0.19 is 24% lower than last year. Ex-date: 29th August 2024 Payment date: 13th September 2024 Dividend yield will be 3.9%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is well covered by both earnings (48% earnings payout ratio) and cash flows (49% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 22% over the next year, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Aug 15Second quarter 2024 earnings released: EPS: ฿0.22 (vs ฿0.17 in 2Q 2023)Second quarter 2024 results: EPS: ฿0.22 (up from ฿0.17 in 2Q 2023). Revenue: ฿356.4m (down 7.4% from 2Q 2023). Net income: ฿38.8m (up 32% from 2Q 2023). Profit margin: 11% (up from 7.7% in 2Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 9.7% p.a. on average during the next 2 years, compared to a 4.9% growth forecast for the Specialty Retail industry in Thailand. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has fallen by 20% per year, which means it is performing significantly worse than earnings.
공시 • Jul 16Jubilee Enterprise Public Company Limited Announces Resignation of Pirote Maleehorm from the Audit Committee and as Independent DirectorJubilee Enterprise Public Company Limited announced that the company had received a letter of resignation from Mr. Pirote Maleehorm from the positions of Audit Committee and Independent Director and Mr. Sahasroj Rojmetha from the position of Independent Director due to other personal matters, which may affect the ability to fully perform their duties, effective on July 15th, 2024 onwards. The Company's operations remained unaffected despite the resignation of the directors.
Reported Earnings • May 15First quarter 2024 earnings released: EPS: ฿0.23 (vs ฿0.40 in 1Q 2023)First quarter 2024 results: EPS: ฿0.23 (down from ฿0.40 in 1Q 2023). Revenue: ฿341.3m (down 16% from 1Q 2023). Net income: ฿40.6m (down 41% from 1Q 2023). Profit margin: 12% (down from 17% in 1Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 7.8% p.a. on average during the next 2 years, compared to a 5.9% growth forecast for the Specialty Retail industry in Thailand. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has fallen by 16% per year, which means it is performing significantly worse than earnings.
Upcoming Dividend • Apr 25Upcoming dividend of ฿0.25 per shareEligible shareholders must have bought the stock before 02 May 2024. Payment date: 17 May 2024. Payout ratio is a comfortable 43% and this is well supported by cash flows. Trailing yield: 3.1%. Lower than top quartile of Thai dividend payers (6.0%). Higher than average of industry peers (2.8%).
Price Target Changed • Feb 25Price target decreased by 30% to ฿19.50Down from ฿27.70, the current price target is provided by 1 analyst. New target price is 17% above last closing price of ฿16.70. Stock is down 36% over the past year. The company is forecast to post earnings per share of ฿1.30 for next year compared to ฿1.17 last year.
공시 • Feb 23Jubilee Enterprise Public Company Limited, Annual General Meeting, Apr 23, 2024Jubilee Enterprise Public Company Limited, Annual General Meeting, Apr 23, 2024, at 14:00 SE Asia Standard Time. Agenda: To acknowledge on the Company's operating results for 2023; to consider approving the financial statements for the year ended 31 December 2023; to consider approving election of directors retiring by rotation; and to consider other matters.
Reported Earnings • Feb 23Full year 2023 earnings released: EPS: ฿1.17 (vs ฿1.80 in FY 2022)Full year 2023 results: EPS: ฿1.17 (down from ฿1.80 in FY 2022). Revenue: ฿1.56b (down 13% from FY 2022). Net income: ฿203.2m (down 35% from FY 2022). Profit margin: 13% (down from 18% 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 2% per year but the company’s share price has fallen by 12% per year, which means it is performing significantly worse than earnings.
공시 • Feb 22Jubilee Enterprise Public Company Limited Proposes Dividend for the Year Ended December 31, 2023, Payable on May 17, 2024Jubilee Enterprise Public Company Limited at its Annual General Meeting of shareholders to be held on April 23, 2024, the Board of Directors deemed it appropriate to propose to shareholders to approve the dividend payment for the 2023 operating results at the rate of THB 0.50 per share amounting to THB 87.14 million or equivalent to 42.88% of net profit after deduction of legal reserve. The Company paid the interim dividend from operating results from January 1, 2023 to June 30, 2023 at the rate of THB 0.25 per share on September 8, 2023. The remaining paid from operating results from July 1, 2023 to December 31, 2023 which will be paid at the rate of THB 0.25 per share. The Record Date for the rights of receiving dividend will be on May 13, 2024. The payment date will be on May 17, 2024.
Reported Earnings • Nov 14Third quarter 2023 earnings released: EPS: ฿0.29 (vs ฿0.40 in 3Q 2022)Third quarter 2023 results: EPS: ฿0.29 (down from ฿0.40 in 3Q 2022). Revenue: ฿377.9m (down 11% from 3Q 2022). Net income: ฿51.0m (down 27% from 3Q 2022). Profit margin: 14% (down from 17% in 3Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Aug 18Upcoming dividend of ฿0.25 per share at 2.9% yieldEligible shareholders must have bought the stock before 25 August 2023. Payment date: 08 September 2023. Payout ratio is a comfortable 42% and this is well supported by cash flows. Trailing yield: 2.9%. Lower than top quartile of Thai dividend payers (6.3%). Higher than average of industry peers (2.3%).
Reported Earnings • Aug 12Second quarter 2023 earnings released: EPS: ฿6.90 (vs ฿0.44 in 2Q 2022)Second quarter 2023 results: EPS: ฿6.90. Revenue: ฿384.8m (down 12% from 2Q 2022). Net income: ฿29.5m (down 61% from 2Q 2022). Profit margin: 7.7% (down from 17% in 2Q 2022). The decrease in margin was driven by lower revenue.
공시 • Aug 12Jubilee Enterprise Public Company Limited Announces Cash Dividend Payment for 01-Jan-2023 to 30-Jun-2023, Payable 08-Sep-2023Jubilee Enterprise Public Company Limited announced Cash dividend payment of THB 0.25 for Operating period from 01-Jan-2023 to 30-Jun-2023. Record date for the right to receive: 28-Aug-2023. Ex-dividend date: 25-Aug-2023. Payment date: 08-Sep-2023.
Upcoming Dividend • May 02Upcoming dividend of ฿0.35 per share at 3.0% yieldEligible shareholders must have bought the stock before 09 May 2023. Payment date: 19 May 2023. Payout ratio is a comfortable 40% and this is well supported by cash flows. Trailing yield: 3.0%. Lower than top quartile of Thai dividend payers (6.2%). Higher than average of industry peers (2.2%).
Reported Earnings • Nov 16Third quarter 2022 earnings released: EPS: ฿0.40 (vs ฿0.17 in 3Q 2021)Third quarter 2022 results: EPS: ฿0.40 (up from ฿0.17 in 3Q 2021). Revenue: ฿424.3m (up 60% from 3Q 2021). Net income: ฿69.9m (up 130% from 3Q 2021). Profit margin: 17% (up from 12% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 1.4% p.a. on average during the next 2 years, compared to a 5.1% growth forecast for the Specialty Retail industry in Thailand. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 14% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Nov 12Third quarter 2022 earnings released: EPS: ฿0.40 (vs ฿0.17 in 3Q 2021)Third quarter 2022 results: EPS: ฿0.40 (up from ฿0.17 in 3Q 2021). Revenue: ฿424.3m (up 60% from 3Q 2021). Net income: ฿69.9m (up 130% from 3Q 2021). Profit margin: 17% (up from 12% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 1.4% p.a. on average during the next 2 years, compared to a 5.1% growth forecast for the Specialty Retail industry in Thailand. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 15% per year, which means it is tracking significantly ahead of earnings growth.
Price Target Changed • Aug 20Price target increased to ฿31.30Up from ฿27.70, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of ฿31.25. Stock is up 35% over the past year. The company is forecast to post earnings per share of ฿1.81 for next year compared to ฿1.29 last year.
Upcoming Dividend • Aug 19Upcoming dividend of ฿0.38 per shareEligible shareholders must have bought the stock before 26 August 2022. Payment date: 09 September 2022. Payout ratio is a comfortable 43% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of Thai dividend payers (5.4%). Higher than average of industry peers (1.7%).
Reported Earnings • Aug 12Second quarter 2022 earnings released: EPS: ฿0.44 (vs ฿0.15 in 2Q 2021)Second quarter 2022 results: EPS: ฿0.44 (up from ฿0.15 in 2Q 2021). Revenue: ฿439.1m (up 62% from 2Q 2021). Net income: ฿76.2m (up 187% from 2Q 2021). Profit margin: 17% (up from 9.8% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 6.5%, compared to a 11% growth forecast for the industry in Thailand. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 15% per year, which means it is tracking significantly ahead of earnings growth.
Buying Opportunity • Aug 09Now 20% undervaluedOver the last 90 days, the stock is up 4.7%. The fair value is estimated to be ฿32.29, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 3.9%. Revenue is forecast to grow by 16% in a year. Earnings is forecast to grow by 13% in the next year.
Buying Opportunity • Jun 28Now 21% undervaluedOver the last 90 days, the stock is up 11%. The fair value is estimated to be ฿32.72, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 3.9%. Revenue is forecast to grow by 16% in a year. Earnings is forecast to grow by 13% in the next year.
Buying Opportunity • Jun 13Now 20% undervaluedOver the last 90 days, the stock is up 13%. The fair value is estimated to be ฿32.64, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 3.9%. Revenue is forecast to grow by 16% in a year. Earnings is forecast to grow by 13% in the next year.
Reported Earnings • May 14First quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2022 results: EPS: ฿0.52 (up from ฿0.35 in 1Q 2021). Revenue: ฿448.0m (up 11% from 1Q 2021). Net income: ฿90.5m (up 48% from 1Q 2021). Profit margin: 20% (up from 15% in 1Q 2021). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 100%. Earnings per share (EPS) exceeded analyst estimates by 11%. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 16% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • May 02Upcoming dividend of ฿0.37 per shareEligible shareholders must have bought the stock before 09 May 2022. Payment date: 20 May 2022. Payout ratio is a comfortable 40% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of Thai dividend payers (5.1%). Higher than average of industry peers (1.6%).
Price Target Changed • Apr 27Price target decreased to ฿25.88Down from ฿28.50, the current price target is provided by 1 analyst. New target price is 10% above last closing price of ฿23.50. Stock is down 14% over the past year. The company is forecast to post earnings per share of ฿1.51 for next year compared to ฿1.29 last year.
Reported Earnings • Feb 24Full year 2021 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2021 results: EPS: ฿1.29 (down from ฿1.53 in FY 2020). Revenue: ฿1.53b (down 10% from FY 2020). Net income: ฿225.2m (down 16% from FY 2020). Profit margin: 15% (down from 16% in FY 2020). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 100%. Earnings per share (EPS) exceeded analyst estimates by 11%. Over the next year, revenue is forecast to grow 4.0%, compared to a 11% growth forecast for the retail industry in Thailand. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 17% per year, which means it is tracking significantly ahead of earnings growth.
Price Target Changed • Dec 21Price target decreased to ฿25.25Down from ฿28.50, the current price target is an average from 2 analysts. New target price is 7.0% above last closing price of ฿23.60. Stock is up 12% over the past year. The company is forecast to post earnings per share of ฿1.38 for next year compared to ฿1.53 last year.
Reported Earnings • Nov 15Third quarter 2021 earnings released: EPS ฿0.17 (vs ฿0.55 in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: ฿265.5m (down 49% from 3Q 2020). Net income: ฿30.4m (down 68% from 3Q 2020). Profit margin: 12% (down from 19% in 3Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 13% per year.
Upcoming Dividend • Aug 20Upcoming dividend of ฿0.15 per shareEligible shareholders must have bought the stock before 27 August 2021. Payment date: 10 September 2021. Trailing yield: 2.5%. Lower than top quartile of Thai dividend payers (5.0%). Higher than average of industry peers (1.2%).
Reported Earnings • Aug 18Second quarter 2021 earnings released: EPS ฿0.15 (vs ฿0.21 in 2Q 2020)The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2021 results: Revenue: ฿270.5m (up 7.4% from 2Q 2020). Net income: ฿26.6m (down 27% from 2Q 2020). Profit margin: 9.8% (down from 14% 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 12% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
Price Target Changed • May 22Price target increased to ฿29.25Up from ฿25.75, the current price target is provided by 1 analyst. New target price is 16% above last closing price of ฿25.25. Stock is up 65% over the past year.
Reported Earnings • May 13First quarter 2021 earnings released: EPS ฿0.35 (vs ฿0.26 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: ฿405.3m (up 11% from 1Q 2020). Net income: ฿61.4m (up 36% from 1Q 2020). Profit margin: 15% (up from 12% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • May 03Upcoming dividend of ฿0.44 per shareEligible shareholders must have bought the stock before 10 May 2021. Payment date: 21 May 2021. Trailing yield: 2.3%. Lower than top quartile of Thai dividend payers (4.8%). Higher than average of industry peers (1.1%).
Analyst Estimate Surprise Post Earnings • Feb 24Revenue and earnings beat expectationsRevenue exceeded analyst estimates by 3.7%. Earnings per share (EPS) also surpassed analyst estimates by 6.6%. Over the next year, revenue is forecast to grow 6.3%, compared to a 13% growth forecast for the Specialty Retail industry in Thailand.
Reported Earnings • Feb 24Full year 2020 earnings released: EPS ฿1.53 (vs ฿1.51 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: ฿1.71b (down 5.5% from FY 2019). Net income: ฿266.8m (up 1.7% from FY 2019). Profit margin: 16% (up from 14% in FY 2019). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
Is New 90 Day High Low • Feb 23New 90-day high: ฿24.70The company is up 17% from its price of ฿21.10 on 25 November 2020. The Thai market is up 6.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Specialty Retail industry, which is up 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ฿21.14 per share.
Is New 90 Day High Low • Jan 27New 90-day high: ฿23.30The company is up 35% from its price of ฿17.20 on 29 October 2020. The Thai market is up 25% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Specialty Retail industry, which is up 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ฿21.76 per share.
Price Target Changed • Jan 06Price target raised to ฿21.60Up from ฿18.50, the current price target is an average from 2 analysts. The new target price is close to the current share price of ฿22.20. As of last close, the stock is up 21% over the past year.
Is New 90 Day High Low • Dec 24New 90-day high: ฿21.60The company is up 23% from its price of ฿17.60 on 25 September 2020. The Thai market is up 14% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Specialty Retail industry, which is down 5.0% over the same period.
Reported Earnings • Nov 11Third quarter 2020 earnings released: EPS ฿0.55The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: ฿520.6m (up 24% from 3Q 2019). Net income: ฿96.4m (up 55% from 3Q 2019). Profit margin: 19% (up from 15% in 3Q 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
Analyst Estimate Surprise Post Earnings • Nov 11Revenue and earnings beat expectationsRevenue exceeded analyst estimates by 26%. Earnings per share (EPS) also surpassed analyst estimates by 72%. Over the next year, revenue is forecast to grow 8.1%, compared to a 4.6% growth forecast for the Specialty Retail industry in Thailand.
Valuation Update With 7 Day Price Move • Nov 10Market bids up stock over the past weekAfter last week's 15% share price gain to ฿19.60, the stock is trading at a trailing P/E ratio of 15.3x, up from the previous P/E ratio of 13.3x. This compares to an average P/E of 22x in the Specialty Retail industry in Thailand. Total return to shareholders over the past three years is a loss of 7.8%.
Is New 90 Day High Low • Nov 10New 90-day high: ฿19.60The company is up 17% from its price of ฿16.80 on 11 August 2020. The Thai market is down 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Specialty Retail industry, which is down 5.0% over the same period.
