View Financial HealthSupreme Distribution 배당 및 자사주 매입배당 기준 점검 2/6Supreme Distribution 수익으로 충분히 충당되는 현재 수익률 7.45% 보유한 배당금 지급 회사입니다. 다음 지급일은 20th May, 2026 이며 배당락일은 다음과 같습니다. 28th April, 2026.핵심 정보7.5%배당 수익률0%자사주 매입 수익률총 주주 수익률7.5%미래 배당 수익률7.5%배당 성장률-84.5%다음 배당 지급일20 May 26배당락일28 Apr 26주당 배당금n/a배당 성향55%최근 배당 및 자사주 매입 업데이트Upcoming Dividend • Apr 21Upcoming dividend of ฿0.12 per shareEligible shareholders must have bought the stock before 28 April 2026. Payment date: 20 May 2026. Payout ratio is a comfortable 55% but the company is not cash flow positive. Trailing yield: 7.2%. Lower than top quartile of Thai dividend payers (7.5%). Higher than average of industry peers (5.4%).Declared Dividend • Feb 23Dividend increased to ฿0.12Dividend of ฿0.12 is 9.1% higher than last year. Ex-date: 28th April 2026 Payment date: 20th May 2026 Dividend yield will be 7.3%, which is higher than the industry average of 3.6%. Sustainability & Growth Dividend is not adequately covered by earnings (91% earnings payout ratio) nor is it covered by cash flows (dividend approximately 9x free cash flows). The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years. Earnings per share declined by 25% over the last 5 years, which if continued should see the payout ratio increase to a potentially unsustainable range.공지 • Feb 21Supreme Distribution Public Company Limited announces Annual dividend, payable on May 20, 2026Supreme Distribution Public Company Limited announced Annual dividend of THB 0.1200 per share payable on May 20, 2026, ex-date on April 28, 2026 and record date on April 29, 2026.공지 • Apr 25Supreme Distribution Public Company Limited Approves Dividend for the Period from January 1, 2024 to December 31,2024Supreme Distribution Public Company Limited approved the payment of cash dividends from the Company's operating results for the 12- month period from January 1, 2024, to December 31, 2024, to shareholders. This payment will amount to not exceeding THB 81,400,000 at a rate of THB 0.11 per share, representing 59.36% of the net profit for 2024, in accordance with the Company's dividend payment policy.공지 • Feb 21Supreme Distribution Public Company Limited Proposes Dividend Payment for 12-month period from 1 January 2024 to 31 December 2024, Payable on 23 May 2025Supreme Distribution Public Company Limited at its board meeting held on February 20, 2025, agreed to propose dividend payment for the year 2024 to the 2025 Annual General Meeting of Shareholders for approval as follows: The dividend payment for 12-month period from 1 January 2024 to 31 December 2024 to shareholders is determined to be not exceed THB 81,400,000, at the rate of THB 0.11 per share. Such dividend payment equals to 59.36% of net profit for the year 2024 which in accordance with the Company's dividend payment policy. Dividend payment details are as follows. Determination of shareholders who own the shares to receive the dividend (Record Date): 7 May 2025. Determination of dividend payment to shareholders: 23 May 2025. However, the right to receive such dividends is subject to the approval of the 2025 Annual General Meeting of Shareholders to be held on 24 April 2025.모든 업데이트 보기Recent updatesUpcoming Dividend • Apr 21Upcoming dividend of ฿0.12 per shareEligible shareholders must have bought the stock before 28 April 2026. Payment date: 20 May 2026. Payout ratio is a comfortable 55% but the company is not cash flow positive. Trailing yield: 7.2%. Lower than top quartile of Thai dividend payers (7.5%). Higher than average of industry peers (5.4%).Buy Or Sell Opportunity • Apr 01Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 13% to ฿1.60. The fair value is estimated to be ฿1.32, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 3.4% over the last 3 years. Earnings per share has declined by 6.2%.Buy Or Sell Opportunity • Mar 12Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 11% to ฿1.58. The fair value is estimated to be ฿1.31, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 3.4% over the last 3 years. Earnings per share has declined by 6.2%.Reported Earnings • Feb 24Full year 2025 earnings released: EPS: ฿0.22 (vs ฿0.20 in FY 2024)Full year 2025 results: EPS: ฿0.22 (up from ฿0.20 in FY 2024). Revenue: ฿1.57b (up 80% from FY 2024). Net income: ฿161.0m (up 17% from FY 2024). Profit margin: 10% (down from 16% in FY 2024). The decrease in margin was driven by higher expenses.Declared Dividend • Feb 23Dividend increased to ฿0.12Dividend of ฿0.12 is 9.1% higher than last year. Ex-date: 28th April 2026 Payment date: 20th May 2026 Dividend yield will be 7.3%, which is higher than the industry average of 3.6%. Sustainability & Growth Dividend is not adequately covered by earnings (91% earnings payout ratio) nor is it covered by cash flows (dividend approximately 9x free cash flows). The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years. Earnings per share declined by 25% over the last 5 years, which if continued should see the payout ratio increase to a potentially unsustainable range.공지 • Feb 21Supreme Distribution Public Company Limited announces Annual dividend, payable on May 20, 2026Supreme Distribution Public Company Limited announced Annual dividend of THB 0.1200 per share payable on May 20, 2026, ex-date on April 28, 2026 and record date on April 29, 2026.공지 • Feb 20Supreme Distribution Public Company Limited, Annual General Meeting, Apr 22, 2026Supreme Distribution Public Company Limited, Annual General Meeting, Apr 22, 2026, at 14:00 SE Asia Standard Time. Location: the hole in one meeting room, phothalai bangkok, 28 soi yothinphatthana 3, praditmanutham rd, khlongchan, bangkapi, 10240, bangkok ThailandNew Risk • Nov 19New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. Payout ratio: 91% Dividend per share is over 9x cash flows per share. Dividend yield: 7.7% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 91% Dividend per share is over 9x cash flows per share. Minor Risk Market cap is less than US$100m (฿1.02b market cap, or US$31.5m).Reported Earnings • Nov 15Third quarter 2025 earnings released: EPS: ฿0.03 (vs ฿0.093 in 3Q 2024)Third quarter 2025 results: EPS: ฿0.03 (down from ฿0.093 in 3Q 2024). Revenue: ฿177.2m (down 58% from 3Q 2024). Net income: ฿18.8m (down 73% from 3Q 2024). Profit margin: 11% (down from 17% in 3Q 2024). The decrease in margin was driven by lower revenue.Buy Or Sell Opportunity • Nov 04Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 4.4% to ฿1.42. The fair value is estimated to be ฿1.17, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last year. Earnings per share has grown by 7.4%.Buy Or Sell Opportunity • Sep 08Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 6.0% to ฿1.42. The fair value is estimated to be ฿1.17, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last year. Earnings per share has grown by 7.4%.Reported Earnings • Aug 08Second quarter 2025 earnings released: EPS: ฿0.04 (vs ฿0.042 in 2Q 2024)Second quarter 2025 results: EPS: ฿0.04. Revenue: ฿256.3m (up 58% from 2Q 2024). Net income: ฿30.5m (up 5.6% from 2Q 2024). Profit margin: 12% (down from 18% in 2Q 2024). The decrease in margin was driven by higher expenses.Reported Earnings • May 09First quarter 2025 earnings released: EPS: ฿0.03 (vs ฿0.037 in 1Q 2024)First quarter 2025 results: EPS: ฿0.03. Revenue: ฿177.8m (up 28% from 1Q 2024). Net income: ฿21.8m (up 6.4% from 1Q 2024). Profit margin: 12% (down from 15% in 1Q 2024). The decrease in margin was driven by higher expenses.공지 • Apr 25Supreme Distribution Public Company Limited Approves Dividend for the Period from January 1, 2024 to December 31,2024Supreme Distribution Public Company Limited approved the payment of cash dividends from the Company's operating results for the 12- month period from January 1, 2024, to December 31, 2024, to shareholders. This payment will amount to not exceeding THB 81,400,000 at a rate of THB 0.11 per share, representing 59.36% of the net profit for 2024, in accordance with the Company's dividend payment policy.New Risk • Feb 24New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. The company is paying a dividend despite having no free cash flows. Dividend yield: 7.4% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. 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 Risks Revenue has declined by 32% over the past year. High level of non-cash earnings (76% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Market cap is less than US$100m (฿1.07b market cap, or US$32.1m).Reported Earnings • Feb 22Full year 2024 earnings: Revenues miss analyst expectationsFull year 2024 results: Revenue: ฿869.8m (down 32% from FY 2023). Net income: ฿137.1m (down 12% from FY 2023). Profit margin: 16% (up from 12% in FY 2023). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 40%.공지 • Feb 21Supreme Distribution Public Company Limited Proposes Dividend Payment for 12-month period from 1 January 2024 to 31 December 2024, Payable on 23 May 2025Supreme Distribution Public Company Limited at its board meeting held on February 20, 2025, agreed to propose dividend payment for the year 2024 to the 2025 Annual General Meeting of Shareholders for approval as follows: The dividend payment for 12-month period from 1 January 2024 to 31 December 2024 to shareholders is determined to be not exceed THB 81,400,000, at the rate of THB 0.11 per share. Such dividend payment equals to 59.36% of net profit for the year 2024 which in accordance with the Company's dividend payment policy. Dividend payment details are as follows. Determination of shareholders who own the shares to receive the dividend (Record Date): 7 May 2025. Determination of dividend payment to shareholders: 23 May 2025. However, the right to receive such dividends is subject to the approval of the 2025 Annual General Meeting of Shareholders to be held on 24 April 2025.New Risk • Dec 13New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Thai stocks, typically moving 9.2% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (9.2% average weekly change). High level of non-cash earnings (67% accrual ratio). Minor Risk Market cap is less than US$100m (฿1.32b market cap, or US$38.9m).Valuation Update With 7 Day Price Move • Nov 12Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ฿1.70, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 11x in the IT industry in Thailand.Reported Earnings • Aug 10Second quarter 2024 earnings released: EPS: ฿0.04 (vs ฿0.14 in 2Q 2023)Second quarter 2024 results: EPS: ฿0.04 (down from ฿0.14 in 2Q 2023). Revenue: ฿162.0m (down 71% from 2Q 2023). Net income: ฿28.9m (down 64% from 2Q 2023). Profit margin: 18% (up from 14% in 2Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 35% p.a. on average during the next 2 years, compared to a 12% growth forecast for the IT industry in Thailand.Valuation Update With 7 Day Price Move • Jul 12Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ฿2.00, the stock trades at a trailing P/E ratio of 15.1x. Average trailing P/E is 11x in the IT industry in Thailand.Valuation Update With 7 Day Price Move • Jun 26Investor sentiment improves as stock rises 18%After last week's 18% share price gain to ฿1.57, the stock trades at a trailing P/E ratio of 11.9x. Average trailing P/E is 12x in the IT industry in Thailand.Buy Or Sell Opportunity • Jun 12Now 20% undervaluedThe stock has been flat over the last 90 days, currently trading at ฿1.45. The fair value is estimated to be ฿1.82, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 40% over the last year. Earnings per share has declined by 12%.공지 • May 15Supreme Distribution Public Company Limited Announces Executive ChangesSupreme Distribution Public Company Limited informed that Mr. Panupong Khantamoleekul leave from Acting as Chief Marketing Officer, effective from 14 May 2024, onwards. The Company has appointed Mr. Supphavit Khantamoleekul as the Chief Marketing Officer and Member of the Executive Committee, effective from 14 May 2024, onwards.New Risk • May 11New major risk - Financial data availabilityThe company's latest financial reports are more than a year old. Last reported fiscal period ended March 2023. This is considered a major risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. In the worst case scenario, it may be facing other major going concern issues jeopardizing its viability as a listed company. Currently, the following risks have been identified for the company: Major Risks Latest financial reports are more than 1 year old (reported March 2023 fiscal period end). Shares are highly illiquid. Minor Risk Market cap is less than US$100m (฿1.47b market cap, or US$39.9m).공지 • May 02Supreme Distribution Public Company Limited has completed an IPO in the amount of THB 520 million.Supreme Distribution Public Company Limited has completed an IPO in the amount of THB 520 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 40,000,000 Price\Range: THB 2.6 Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 160,000,000 Price\Range: THB 2.6 Transaction Features: Reserved Share Offering지급의 안정성과 성장배당 데이터 가져오는 중안정적인 배당: 이제 막 배당금 지급을 시작했기 때문에 SPREME 의 배당금 지급이 안정적인지 여부를 판단하기에는 너무 이릅니다.배당금 증가: 이제 막 배당금 지급을 시작했기 때문에 SPREME 의 배당금 지급액이 늘어나고 있는지 판단하기에는 너무 이릅니다.배당 수익률 vs 시장Supreme Distribution 배당 수익률 vs 시장SPREME의 배당 수익률은 시장과 어떻게 비교되나요?구분배당 수익률회사 (SPREME)7.5%시장 하위 25% (TH)3.4%시장 상위 25% (TH)7.5%업계 평균 (IT)5.4%분석가 예측 (SPREME) (최대 3년)7.5%주목할만한 배당금: SPREME 의 배당금( 7.45% )은 TH 시장에서 배당금 지급자의 하위 25%( 3.45% )보다 높습니다.고배당: SPREME 의 배당금( 7.45% )은 TH 시장에서 배당금 지급자의 상위 25%( 7.45% )와 비교해 낮습니다.주주 대상 이익 배당수익 보장: 합리적인 지급 비율 ( 55.2% )을 통해 SPREME 의 배당금 지급은 수익으로 충당됩니다.주주 현금 배당현금 흐름 범위: SPREME 배당금을 지급하고 있지만 회사에는 잉여현금흐름이 없습니다.높은 배당을 제공하는 우량 기업 찾기7D1Y7D1Y7D1YTH 시장에서 배당이 강한 기업.View Management기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/06 10:32종가2026/05/06 00:00수익2025/12/31연간 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 소스Supreme Distribution Public Company Limited는 1명의 분석가가 다루고 있습니다. 이 중 0명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Supachai WattanavitheskulYuanta Securities (Thailand) Company Limited
Upcoming Dividend • Apr 21Upcoming dividend of ฿0.12 per shareEligible shareholders must have bought the stock before 28 April 2026. Payment date: 20 May 2026. Payout ratio is a comfortable 55% but the company is not cash flow positive. Trailing yield: 7.2%. Lower than top quartile of Thai dividend payers (7.5%). Higher than average of industry peers (5.4%).
Declared Dividend • Feb 23Dividend increased to ฿0.12Dividend of ฿0.12 is 9.1% higher than last year. Ex-date: 28th April 2026 Payment date: 20th May 2026 Dividend yield will be 7.3%, which is higher than the industry average of 3.6%. Sustainability & Growth Dividend is not adequately covered by earnings (91% earnings payout ratio) nor is it covered by cash flows (dividend approximately 9x free cash flows). The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years. Earnings per share declined by 25% over the last 5 years, which if continued should see the payout ratio increase to a potentially unsustainable range.
공지 • Feb 21Supreme Distribution Public Company Limited announces Annual dividend, payable on May 20, 2026Supreme Distribution Public Company Limited announced Annual dividend of THB 0.1200 per share payable on May 20, 2026, ex-date on April 28, 2026 and record date on April 29, 2026.
공지 • Apr 25Supreme Distribution Public Company Limited Approves Dividend for the Period from January 1, 2024 to December 31,2024Supreme Distribution Public Company Limited approved the payment of cash dividends from the Company's operating results for the 12- month period from January 1, 2024, to December 31, 2024, to shareholders. This payment will amount to not exceeding THB 81,400,000 at a rate of THB 0.11 per share, representing 59.36% of the net profit for 2024, in accordance with the Company's dividend payment policy.
공지 • Feb 21Supreme Distribution Public Company Limited Proposes Dividend Payment for 12-month period from 1 January 2024 to 31 December 2024, Payable on 23 May 2025Supreme Distribution Public Company Limited at its board meeting held on February 20, 2025, agreed to propose dividend payment for the year 2024 to the 2025 Annual General Meeting of Shareholders for approval as follows: The dividend payment for 12-month period from 1 January 2024 to 31 December 2024 to shareholders is determined to be not exceed THB 81,400,000, at the rate of THB 0.11 per share. Such dividend payment equals to 59.36% of net profit for the year 2024 which in accordance with the Company's dividend payment policy. Dividend payment details are as follows. Determination of shareholders who own the shares to receive the dividend (Record Date): 7 May 2025. Determination of dividend payment to shareholders: 23 May 2025. However, the right to receive such dividends is subject to the approval of the 2025 Annual General Meeting of Shareholders to be held on 24 April 2025.
Upcoming Dividend • Apr 21Upcoming dividend of ฿0.12 per shareEligible shareholders must have bought the stock before 28 April 2026. Payment date: 20 May 2026. Payout ratio is a comfortable 55% but the company is not cash flow positive. Trailing yield: 7.2%. Lower than top quartile of Thai dividend payers (7.5%). Higher than average of industry peers (5.4%).
Buy Or Sell Opportunity • Apr 01Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 13% to ฿1.60. The fair value is estimated to be ฿1.32, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 3.4% over the last 3 years. Earnings per share has declined by 6.2%.
Buy Or Sell Opportunity • Mar 12Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 11% to ฿1.58. The fair value is estimated to be ฿1.31, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 3.4% over the last 3 years. Earnings per share has declined by 6.2%.
Reported Earnings • Feb 24Full year 2025 earnings released: EPS: ฿0.22 (vs ฿0.20 in FY 2024)Full year 2025 results: EPS: ฿0.22 (up from ฿0.20 in FY 2024). Revenue: ฿1.57b (up 80% from FY 2024). Net income: ฿161.0m (up 17% from FY 2024). Profit margin: 10% (down from 16% in FY 2024). The decrease in margin was driven by higher expenses.
Declared Dividend • Feb 23Dividend increased to ฿0.12Dividend of ฿0.12 is 9.1% higher than last year. Ex-date: 28th April 2026 Payment date: 20th May 2026 Dividend yield will be 7.3%, which is higher than the industry average of 3.6%. Sustainability & Growth Dividend is not adequately covered by earnings (91% earnings payout ratio) nor is it covered by cash flows (dividend approximately 9x free cash flows). The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years. Earnings per share declined by 25% over the last 5 years, which if continued should see the payout ratio increase to a potentially unsustainable range.
공지 • Feb 21Supreme Distribution Public Company Limited announces Annual dividend, payable on May 20, 2026Supreme Distribution Public Company Limited announced Annual dividend of THB 0.1200 per share payable on May 20, 2026, ex-date on April 28, 2026 and record date on April 29, 2026.
공지 • Feb 20Supreme Distribution Public Company Limited, Annual General Meeting, Apr 22, 2026Supreme Distribution Public Company Limited, Annual General Meeting, Apr 22, 2026, at 14:00 SE Asia Standard Time. Location: the hole in one meeting room, phothalai bangkok, 28 soi yothinphatthana 3, praditmanutham rd, khlongchan, bangkapi, 10240, bangkok Thailand
New Risk • Nov 19New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. Payout ratio: 91% Dividend per share is over 9x cash flows per share. Dividend yield: 7.7% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 91% Dividend per share is over 9x cash flows per share. Minor Risk Market cap is less than US$100m (฿1.02b market cap, or US$31.5m).
Reported Earnings • Nov 15Third quarter 2025 earnings released: EPS: ฿0.03 (vs ฿0.093 in 3Q 2024)Third quarter 2025 results: EPS: ฿0.03 (down from ฿0.093 in 3Q 2024). Revenue: ฿177.2m (down 58% from 3Q 2024). Net income: ฿18.8m (down 73% from 3Q 2024). Profit margin: 11% (down from 17% in 3Q 2024). The decrease in margin was driven by lower revenue.
Buy Or Sell Opportunity • Nov 04Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 4.4% to ฿1.42. The fair value is estimated to be ฿1.17, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last year. Earnings per share has grown by 7.4%.
Buy Or Sell Opportunity • Sep 08Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 6.0% to ฿1.42. The fair value is estimated to be ฿1.17, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last year. Earnings per share has grown by 7.4%.
Reported Earnings • Aug 08Second quarter 2025 earnings released: EPS: ฿0.04 (vs ฿0.042 in 2Q 2024)Second quarter 2025 results: EPS: ฿0.04. Revenue: ฿256.3m (up 58% from 2Q 2024). Net income: ฿30.5m (up 5.6% from 2Q 2024). Profit margin: 12% (down from 18% in 2Q 2024). The decrease in margin was driven by higher expenses.
Reported Earnings • May 09First quarter 2025 earnings released: EPS: ฿0.03 (vs ฿0.037 in 1Q 2024)First quarter 2025 results: EPS: ฿0.03. Revenue: ฿177.8m (up 28% from 1Q 2024). Net income: ฿21.8m (up 6.4% from 1Q 2024). Profit margin: 12% (down from 15% in 1Q 2024). The decrease in margin was driven by higher expenses.
공지 • Apr 25Supreme Distribution Public Company Limited Approves Dividend for the Period from January 1, 2024 to December 31,2024Supreme Distribution Public Company Limited approved the payment of cash dividends from the Company's operating results for the 12- month period from January 1, 2024, to December 31, 2024, to shareholders. This payment will amount to not exceeding THB 81,400,000 at a rate of THB 0.11 per share, representing 59.36% of the net profit for 2024, in accordance with the Company's dividend payment policy.
New Risk • Feb 24New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. The company is paying a dividend despite having no free cash flows. Dividend yield: 7.4% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. 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 Risks Revenue has declined by 32% over the past year. High level of non-cash earnings (76% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Market cap is less than US$100m (฿1.07b market cap, or US$32.1m).
Reported Earnings • Feb 22Full year 2024 earnings: Revenues miss analyst expectationsFull year 2024 results: Revenue: ฿869.8m (down 32% from FY 2023). Net income: ฿137.1m (down 12% from FY 2023). Profit margin: 16% (up from 12% in FY 2023). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 40%.
공지 • Feb 21Supreme Distribution Public Company Limited Proposes Dividend Payment for 12-month period from 1 January 2024 to 31 December 2024, Payable on 23 May 2025Supreme Distribution Public Company Limited at its board meeting held on February 20, 2025, agreed to propose dividend payment for the year 2024 to the 2025 Annual General Meeting of Shareholders for approval as follows: The dividend payment for 12-month period from 1 January 2024 to 31 December 2024 to shareholders is determined to be not exceed THB 81,400,000, at the rate of THB 0.11 per share. Such dividend payment equals to 59.36% of net profit for the year 2024 which in accordance with the Company's dividend payment policy. Dividend payment details are as follows. Determination of shareholders who own the shares to receive the dividend (Record Date): 7 May 2025. Determination of dividend payment to shareholders: 23 May 2025. However, the right to receive such dividends is subject to the approval of the 2025 Annual General Meeting of Shareholders to be held on 24 April 2025.
New Risk • Dec 13New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Thai stocks, typically moving 9.2% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (9.2% average weekly change). High level of non-cash earnings (67% accrual ratio). Minor Risk Market cap is less than US$100m (฿1.32b market cap, or US$38.9m).
Valuation Update With 7 Day Price Move • Nov 12Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ฿1.70, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 11x in the IT industry in Thailand.
Reported Earnings • Aug 10Second quarter 2024 earnings released: EPS: ฿0.04 (vs ฿0.14 in 2Q 2023)Second quarter 2024 results: EPS: ฿0.04 (down from ฿0.14 in 2Q 2023). Revenue: ฿162.0m (down 71% from 2Q 2023). Net income: ฿28.9m (down 64% from 2Q 2023). Profit margin: 18% (up from 14% in 2Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 35% p.a. on average during the next 2 years, compared to a 12% growth forecast for the IT industry in Thailand.
Valuation Update With 7 Day Price Move • Jul 12Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ฿2.00, the stock trades at a trailing P/E ratio of 15.1x. Average trailing P/E is 11x in the IT industry in Thailand.
Valuation Update With 7 Day Price Move • Jun 26Investor sentiment improves as stock rises 18%After last week's 18% share price gain to ฿1.57, the stock trades at a trailing P/E ratio of 11.9x. Average trailing P/E is 12x in the IT industry in Thailand.
Buy Or Sell Opportunity • Jun 12Now 20% undervaluedThe stock has been flat over the last 90 days, currently trading at ฿1.45. The fair value is estimated to be ฿1.82, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 40% over the last year. Earnings per share has declined by 12%.
공지 • May 15Supreme Distribution Public Company Limited Announces Executive ChangesSupreme Distribution Public Company Limited informed that Mr. Panupong Khantamoleekul leave from Acting as Chief Marketing Officer, effective from 14 May 2024, onwards. The Company has appointed Mr. Supphavit Khantamoleekul as the Chief Marketing Officer and Member of the Executive Committee, effective from 14 May 2024, onwards.
New Risk • May 11New major risk - Financial data availabilityThe company's latest financial reports are more than a year old. Last reported fiscal period ended March 2023. This is considered a major risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. In the worst case scenario, it may be facing other major going concern issues jeopardizing its viability as a listed company. Currently, the following risks have been identified for the company: Major Risks Latest financial reports are more than 1 year old (reported March 2023 fiscal period end). Shares are highly illiquid. Minor Risk Market cap is less than US$100m (฿1.47b market cap, or US$39.9m).
공지 • May 02Supreme Distribution Public Company Limited has completed an IPO in the amount of THB 520 million.Supreme Distribution Public Company Limited has completed an IPO in the amount of THB 520 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 40,000,000 Price\Range: THB 2.6 Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 160,000,000 Price\Range: THB 2.6 Transaction Features: Reserved Share Offering