View Financial HealthSirisoft 배당 및 자사주 매입배당 기준 점검 2/6Sirisoft 은(는) 현재 수익률이 10.95% 인 배당금 지급 회사입니다.핵심 정보10.9%배당 수익률n/a자사주 매입 수익률총 주주 수익률n/a미래 배당 수익률10.9%배당 성장률-80.3%다음 배당 지급일n/a배당락일n/a주당 배당금n/a배당 성향-198%최근 배당 및 자사주 매입 업데이트공시 • Apr 17Sirisoft Public Company Limited Approves Omission of the Dividend for the Year 2025Sirisoft Public Company Limited at its Annual General Meeting of Shareholders held on April 17, 2026, approved omission of the dividend payment for the year 2025.Upcoming Dividend • Mar 04Upcoming dividend of ฿0.05 per shareEligible shareholders must have bought the stock before 11 March 2025. Payment date: 16 May 2025. Payout ratio is a comfortable 48% and this is well supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of Thai dividend payers (7.6%). Lower than average of industry peers (6.8%).공시 • Feb 26+ 2 more updatesSirisoft Public Company Limited Proposes Payment of Interim Dividend for the Period from October 1, 2024 to December 1, 2024, Payable on May 16, 2025Sirisoft Public Company Limited to propose that the shareholders' meeting approve the payment of dividend for the year 2024 at a rate of THB 0.19375 per share. The Company has already paid the first interim dividend at a rate of THB 0.06875 per share on 5 September 2024. For the second interim dividend at a rate of THB 0.075 per share on 6 December 2024, the remaining dividend to be paid is THB 0.05 per share (paid from operating period from 1 October 2024 to 31 December 2024 and retained earnings). The record date to determine the name of shareholders who are entitled to receive the dividend has been set on 12 March 2025 and the dividend will be paid within 16 May 2025.Declared Dividend • Nov 11Dividend of ฿0.075 announcedShareholders will receive a dividend of ฿0.075. Ex-date: 20th November 2024 Payment date: 6th December 2024 Dividend yield will be 3.2%, which is lower than the industry average of 3.6%. Sustainability & Growth Dividend is well covered by both earnings (37% earnings payout ratio) and cash flows (16% cash payout ratio). The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years. EPS is expected to grow by 147% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Upcoming Dividend • Aug 14Upcoming dividend of ฿0.069 per shareEligible shareholders must have bought the stock before 21 August 2024. Payment date: 05 September 2024. Payout ratio is a comfortable 54% and this is well supported by cash flows. Trailing yield: 2.8%. Lower than top quartile of Thai dividend payers (7.0%). Lower than average of industry peers (5.0%).공시 • Aug 10Sirisoft Public Company Limited Announces Cash Dividend for the Operating Period from 01 January 2024 to 30 June 2024, Payable on September 05, 2024Sirisoft Public Company Limited announced cash dividend for the operating period from 01 January 2024 to 30 June 2024 of THB 0.06875 per share. The dividend payable on September 05, 2024. Record date for the right to receive dividends of August 22, 2024 and Ex-dividend date of August 21, 2024.모든 업데이트 보기Recent updatesReported Earnings • May 19First quarter 2026 earnings released: EPS: ฿0.01 (vs ฿0.14 loss in 1Q 2025)First quarter 2026 results: EPS: ฿0.01 (up from ฿0.14 loss in 1Q 2025). Revenue: ฿217.3m (up 52% from 1Q 2025). Net income: ฿2.29m (up ฿24.9m from 1Q 2025). Profit margin: 1.1% (up from net loss in 1Q 2025). The move to profitability was driven by higher revenue.공시 • Apr 17Sirisoft Public Company Limited Approves Omission of the Dividend for the Year 2025Sirisoft Public Company Limited at its Annual General Meeting of Shareholders held on April 17, 2026, approved omission of the dividend payment for the year 2025.Reported Earnings • Feb 27Full year 2025 earnings released: ฿0.22 loss per share (vs ฿0.21 profit in FY 2024)Full year 2025 results: ฿0.22 loss per share (down from ฿0.21 profit in FY 2024). Revenue: ฿703.2m (up 3.1% from FY 2024). Net loss: ฿35.7m (down 205% from profit in FY 2024).공시 • Feb 26Sirisoft Public Company Limited, Annual General Meeting, Apr 17, 2026Sirisoft Public Company Limited, Annual General Meeting, Apr 17, 2026, at 14:00 SE Asia Standard Time.Reported Earnings • Nov 12Third quarter 2025 earnings released: EPS: ฿0.02 (vs ฿0.078 in 3Q 2024)Third quarter 2025 results: EPS: ฿0.02 (down from ฿0.078 in 3Q 2024). Revenue: ฿175.2m (down 10% from 3Q 2024). Net income: ฿2.92m (down 77% from 3Q 2024). Profit margin: 1.7% (down from 6.4% in 3Q 2024). The decrease in margin was driven by lower revenue.Reported Earnings • Aug 09Second quarter 2025 earnings released: EPS: ฿0.01 (vs ฿0.11 in 2Q 2024)Second quarter 2025 results: EPS: ฿0.01 (down from ฿0.11 in 2Q 2024). Revenue: ฿195.3m (up 3.6% from 2Q 2024). Net income: ฿1.69m (down 90% from 2Q 2024). Profit margin: 0.9% (down from 9.0% in 2Q 2024). The decrease in margin was driven by higher expenses.New Risk • Jul 09New major risk - Revenue and earnings growthEarnings have declined by 15% 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 15% per year over the past 5 years. Minor Risks Dividend is not well covered by earnings (210% payout ratio). Profit margins are more than 30% lower than last year (2.1% net profit margin). Market cap is less than US$100m (฿464.0m market cap, or US$14.2m).Reported Earnings • May 10First quarter 2025 earnings released: ฿0.14 loss per share (vs ฿0.022 loss in 1Q 2024)First quarter 2025 results: ฿0.14 loss per share (further deteriorated from ฿0.022 loss in 1Q 2024). Revenue: ฿145.5m (up 35% from 1Q 2024). Net loss: ฿22.6m (loss widened ฿19.2m from 1Q 2024). Revenue is forecast to grow 15% p.a. on average during the next 2 years, compared to a 12% growth forecast for the IT industry in Thailand.Buy Or Sell Opportunity • May 09Now 28% undervaluedThe stock has been flat over the last 90 days, currently trading at ฿3.20. The fair value is estimated to be ฿4.42, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 30% over the last 3 years. Earnings per share has declined by 109%. Revenue is forecast to grow by 37% in 2 years. Earnings are forecast to grow by 221% in the next 2 years.공시 • Apr 18Sirisoft Public Company Limited Announces Board ChangesSirisoft Public Company Limited announced resolutions of the 2025 Annual General Meeting of Shareholders, held on 18 April 2025, as follows: Approved the election of directors to replace those retiring by rotation in 2025. The election was conducted on an individual basis, as follows: Elected Mr. Putikarn Aurat as an Independent Director to replace Mr. Cholachart Worawuthichongsathit, who retired by rotation and Elected Mr. Pakpoom Kangsananont as a Director to replace Mr. Nattapon Tanatechawong, who retired by rotation.New Risk • Mar 26New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Thai stocks, typically moving 7.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by earnings (91% payout ratio). Share price has been volatile over the past 3 months (7.2% average weekly change). Profit margins are more than 30% lower than last year (5.0% net profit margin). Market cap is less than US$100m (฿592.0m market cap, or US$17.4m).Valuation Update With 7 Day Price Move • Mar 20Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ฿3.88, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 12x in the IT industry in Thailand. Total loss to shareholders of 54% over the past year.New Risk • Mar 05New minor risk - Dividend sustainabilityThe dividend is not well covered by earnings. Payout ratio: 91% Dividend yield: 5.7% This is considered a minor risk. Companies that pay out too much of their earnings are at risk of having to reduce or cut their dividend in future. If earnings growth slows or earnings fall, then there may not be enough earnings 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. However, this risk is mitigated by the fact the dividend is covered by cash flows. 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: Minor Risks Dividend is not well covered by earnings (91% payout ratio). Profit margins are more than 30% lower than last year (5.0% net profit margin). Market cap is less than US$100m (฿524.8m market cap, or US$15.6m).Upcoming Dividend • Mar 04Upcoming dividend of ฿0.05 per shareEligible shareholders must have bought the stock before 11 March 2025. Payment date: 16 May 2025. Payout ratio is a comfortable 48% and this is well supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of Thai dividend payers (7.6%). Lower than average of industry peers (6.8%).Reported Earnings • Feb 27Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: ฿0.21 (down from ฿0.65 in FY 2023). Revenue: ฿691.5m (up 18% from FY 2023). Net income: ฿33.9m (down 55% from FY 2023). Profit margin: 4.9% (down from 13% in FY 2023). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 40%. Revenue is forecast to grow 15% p.a. on average during the next 2 years, compared to a 18% growth forecast for the IT industry in Thailand.공시 • Feb 26+ 2 more updatesSirisoft Public Company Limited Proposes Payment of Interim Dividend for the Period from October 1, 2024 to December 1, 2024, Payable on May 16, 2025Sirisoft Public Company Limited to propose that the shareholders' meeting approve the payment of dividend for the year 2024 at a rate of THB 0.19375 per share. The Company has already paid the first interim dividend at a rate of THB 0.06875 per share on 5 September 2024. For the second interim dividend at a rate of THB 0.075 per share on 6 December 2024, the remaining dividend to be paid is THB 0.05 per share (paid from operating period from 1 October 2024 to 31 December 2024 and retained earnings). The record date to determine the name of shareholders who are entitled to receive the dividend has been set on 12 March 2025 and the dividend will be paid within 16 May 2025.New Risk • Jan 15New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Thai stocks, typically moving 6.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (6.6% average weekly change). Profit margins are more than 30% lower than last year (4.7% net profit margin). Market cap is less than US$100m (฿560.0m market cap, or US$16.1m).Valuation Update With 7 Day Price Move • Jan 14Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to ฿3.98, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 11x in the IT industry in Thailand. Total loss to shareholders of 69% over the past year.Reported Earnings • Nov 12Third quarter 2024 earnings released: EPS: ฿0.078 (vs ฿0.21 in 3Q 2023)Third quarter 2024 results: EPS: ฿0.078 (down from ฿0.21 in 3Q 2023). Revenue: ฿197.5m (up 33% from 3Q 2023). Net income: ฿12.5m (down 51% from 3Q 2023). Profit margin: 6.3% (down from 17% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 13% growth forecast for the IT industry in Thailand.Declared Dividend • Nov 11Dividend of ฿0.075 announcedShareholders will receive a dividend of ฿0.075. Ex-date: 20th November 2024 Payment date: 6th December 2024 Dividend yield will be 3.2%, which is lower than the industry average of 3.6%. Sustainability & Growth Dividend is well covered by both earnings (37% earnings payout ratio) and cash flows (16% cash payout ratio). The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years. EPS is expected to grow by 147% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Upcoming Dividend • Aug 14Upcoming dividend of ฿0.069 per shareEligible shareholders must have bought the stock before 21 August 2024. Payment date: 05 September 2024. Payout ratio is a comfortable 54% and this is well supported by cash flows. Trailing yield: 2.8%. Lower than top quartile of Thai dividend payers (7.0%). Lower than average of industry peers (5.0%).Reported Earnings • Aug 10Second quarter 2024 earnings released: EPS: ฿0.11 (vs ฿0.29 in 2Q 2023)Second quarter 2024 results: EPS: ฿0.11 (down from ฿0.29 in 2Q 2023). Revenue: ฿192.1m (flat on 2Q 2023). Net income: ฿16.9m (down 51% from 2Q 2023). Profit margin: 8.8% (down from 18% in 2Q 2023).공시 • Aug 10Sirisoft Public Company Limited Announces Cash Dividend for the Operating Period from 01 January 2024 to 30 June 2024, Payable on September 05, 2024Sirisoft Public Company Limited announced cash dividend for the operating period from 01 January 2024 to 30 June 2024 of THB 0.06875 per share. The dividend payable on September 05, 2024. Record date for the right to receive dividends of August 22, 2024 and Ex-dividend date of August 21, 2024.Valuation Update With 7 Day Price Move • May 16Investor sentiment deteriorates as stock falls 22%After last week's 22% share price decline to ฿5.40, 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 • May 10First quarter 2024 earnings released: ฿0.022 loss per share (vs ฿0.25 profit in 1Q 2023)First quarter 2024 results: ฿0.022 loss per share (down from ฿0.25 profit in 1Q 2023). Revenue: ฿108.1m (down 29% from 1Q 2023). Net loss: ฿3.46m (down 115% from profit in 1Q 2023). Revenue is forecast to grow 25% p.a. on average during the next 2 years, compared to a 13% growth forecast for the IT industry in Thailand.Upcoming Dividend • Apr 25Upcoming dividend of ฿0.02 per shareEligible shareholders must have bought the stock before 02 May 2024. Payment date: 23 May 2024. Payout ratio is a comfortable 23% but the company is paying out more than the cash it is generating. Trailing yield: 0.5%. Lower than top quartile of Thai dividend payers (6.0%). Lower than average of industry peers (3.7%).Buy Or Sell Opportunity • Mar 05Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 21% to ฿9.60. The fair value is estimated to be ฿12.47, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 42% over the last year. Earnings per share has declined by 89%. Revenue is forecast to grow by 54% in 2 years. Earnings are forecast to grow by 122% in the next 2 years.공시 • Feb 28Sirisoft Public Company Limited Proposes Payment of Dividend for the Period from October 1, 2023 to December 1, 2023, Payable on May 23, 2024Sirisoft Public Company Limited at its AGM to be held on April 23, 2024 proposed the payment of dividend for the year 2023 at a rate of THB 0.57380 per share. The Company has already paid the first interim dividend at a rate of THB 0.09625 per share on 15 May 2023. For the second interim dividend at a rate of THB 0.32630 per share on 18 August 2023. Additionally, the third interim dividend at a rate of THB 0.13125 per share on 13 December 2023, the remaining dividend to be paid is THB 0.02000 per share. The record date to determine the name of shareholders who are entitled to receive the dividend has been set on May 3, 2024 and the dividend will be paid on May 23, 2024. Operating period is from October 1, 2023 to December 1, 2023. Ex-dividend date is May 2, 2024.Reported Earnings • Feb 28Full year 2023 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2023 results: EPS: ฿0.65. Revenue: ฿587.0m (up 43% from FY 2022). Net income: ฿76.0m (up 11% from FY 2022). Profit margin: 13% (down from 17% in FY 2022). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 2.4%. Earnings per share (EPS) exceeded analyst estimates by 6.6%. Revenue is forecast to grow 21% p.a. on average during the next 2 years, compared to a 14% growth forecast for the IT industry in Thailand.공시 • Feb 10Sirisoft Public Company Limited Announces CFO Changes, Effective March 1, 2024Sirisoft Public Company Limited announced the termination of Auschavaranondha Sitthikard as CFO, effective March 1, 2024. The company also announced the appointment of Thanurawet Siriwat as CFO, effective March 1, 2024.Buy Or Sell Opportunity • Feb 08Now 20% undervaluedOver the last 90 days, the stock has risen 32% to ฿11.10. The fair value is estimated to be ฿13.93, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 55% over the last year. Earnings per share has declined by 82%. Revenue is forecast to grow by 56% in 2 years. Earnings are forecast to grow by 93% in the next 2 years.Valuation Update With 7 Day Price Move • Jan 12Investor sentiment improves as stock rises 18%After last week's 18% share price gain to ฿12.20, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 15x in the IT industry in Thailand.Buying Opportunity • Dec 28Now 20% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be ฿12.80, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 55% over the last year. Earnings per share has declined by 82%. Revenue is forecast to grow by 56% in 2 years. Earnings is forecast to grow by 93% in the next 2 years.Buying Opportunity • Dec 12Now 33% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be ฿12.99, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 55% over the last year. Earnings per share has declined by 82%. Revenue is forecast to grow by 56% in 2 years. Earnings is forecast to grow by 93% in the next 2 years.Buying Opportunity • Nov 24Now 20% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be ฿13.41, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 55% over the last year. Earnings per share has declined by 82%. Revenue is forecast to grow by 56% in 2 years. Earnings is forecast to grow by 93% in the next 2 years.Valuation Update With 7 Day Price Move • Nov 21Investor sentiment improves as stock rises 26%After last week's 26% share price gain to ฿10.60, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 13x in the IT industry in Thailand.공시 • Nov 16Sirisoft Public Company Limited Announces Interim Cash Dividend for the Operating Period from 1 January 2023 to 30 September 2023, Payable on December 14, 2023Sirisoft Public Company Limited announced interim cash dividend for the Operating period from 1 January 2023 to 30 September 2023 of THB 0.13125 per share. Record date for the right to receive dividends is November 28, 2023. Ex-dividend date is November 27, 2023. Payment date is December 13, 2023.Reported Earnings • Nov 15Third quarter 2023 earnings releasedThird quarter 2023 results: EPS: ฿0.21. Net income: ฿25.3m (up ฿25.3m from 3Q 2022). Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 19% growth forecast for the IT industry in Thailand.공시 • Oct 10Sirisoft Public Company Limited has completed an IPO in the amount of THB 640 million.Sirisoft Public Company Limited has completed an IPO in the amount of THB 640 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 40,000,000 Price\Range: THB 16Reported Earnings • Oct 10Second quarter 2023 earnings releasedSecond quarter 2023 results: Net income: ฿34.3m (up ฿34.3m from 2Q 2022).지급의 안정성과 성장배당 데이터 가져오는 중안정적인 배당: SRS 10년 미만 동안 배당금을 지급해 왔으며 이 기간 동안 지급액은 휘발성이었습니다.배당금 증가: SRS 3 년 동안만 배당금을 지급해 왔으며 그 이후 지급액이 감소했습니다.배당 수익률 vs 시장Sirisoft 배당 수익률 vs 시장SRS의 배당 수익률은 시장과 어떻게 비교되나요?구분배당 수익률회사 (SRS)10.9%시장 하위 25% (TH)3.4%시장 상위 25% (TH)7.6%업계 평균 (IT)5.5%분석가 예측 (SRS) (최대 3년)10.9%주목할만한 배당금: SRS 의 배당금( 10.95% )은 TH 시장에서 배당금 지급자의 하위 25%( 3.41% )보다 높습니다.고배당: SRS 의 배당금( 10.95% )은 TH 시장( 7.62% )주주 대상 이익 배당수익 보장: SRS 배당금을 지급하고 있지만 회사는 수익성이 없습니다.주주 현금 배당현금 흐름 범위: SRS 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 분석2026/05/20 10:46종가2026/05/20 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Sirisoft Public Company Limited는 2명의 분석가가 다루고 있습니다. 이 중 0명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Poramet TongbuaBualuang Securities PCLNapon JaisanBualuang Securities PCL
공시 • Apr 17Sirisoft Public Company Limited Approves Omission of the Dividend for the Year 2025Sirisoft Public Company Limited at its Annual General Meeting of Shareholders held on April 17, 2026, approved omission of the dividend payment for the year 2025.
Upcoming Dividend • Mar 04Upcoming dividend of ฿0.05 per shareEligible shareholders must have bought the stock before 11 March 2025. Payment date: 16 May 2025. Payout ratio is a comfortable 48% and this is well supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of Thai dividend payers (7.6%). Lower than average of industry peers (6.8%).
공시 • Feb 26+ 2 more updatesSirisoft Public Company Limited Proposes Payment of Interim Dividend for the Period from October 1, 2024 to December 1, 2024, Payable on May 16, 2025Sirisoft Public Company Limited to propose that the shareholders' meeting approve the payment of dividend for the year 2024 at a rate of THB 0.19375 per share. The Company has already paid the first interim dividend at a rate of THB 0.06875 per share on 5 September 2024. For the second interim dividend at a rate of THB 0.075 per share on 6 December 2024, the remaining dividend to be paid is THB 0.05 per share (paid from operating period from 1 October 2024 to 31 December 2024 and retained earnings). The record date to determine the name of shareholders who are entitled to receive the dividend has been set on 12 March 2025 and the dividend will be paid within 16 May 2025.
Declared Dividend • Nov 11Dividend of ฿0.075 announcedShareholders will receive a dividend of ฿0.075. Ex-date: 20th November 2024 Payment date: 6th December 2024 Dividend yield will be 3.2%, which is lower than the industry average of 3.6%. Sustainability & Growth Dividend is well covered by both earnings (37% earnings payout ratio) and cash flows (16% cash payout ratio). The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years. EPS is expected to grow by 147% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Upcoming Dividend • Aug 14Upcoming dividend of ฿0.069 per shareEligible shareholders must have bought the stock before 21 August 2024. Payment date: 05 September 2024. Payout ratio is a comfortable 54% and this is well supported by cash flows. Trailing yield: 2.8%. Lower than top quartile of Thai dividend payers (7.0%). Lower than average of industry peers (5.0%).
공시 • Aug 10Sirisoft Public Company Limited Announces Cash Dividend for the Operating Period from 01 January 2024 to 30 June 2024, Payable on September 05, 2024Sirisoft Public Company Limited announced cash dividend for the operating period from 01 January 2024 to 30 June 2024 of THB 0.06875 per share. The dividend payable on September 05, 2024. Record date for the right to receive dividends of August 22, 2024 and Ex-dividend date of August 21, 2024.
Reported Earnings • May 19First quarter 2026 earnings released: EPS: ฿0.01 (vs ฿0.14 loss in 1Q 2025)First quarter 2026 results: EPS: ฿0.01 (up from ฿0.14 loss in 1Q 2025). Revenue: ฿217.3m (up 52% from 1Q 2025). Net income: ฿2.29m (up ฿24.9m from 1Q 2025). Profit margin: 1.1% (up from net loss in 1Q 2025). The move to profitability was driven by higher revenue.
공시 • Apr 17Sirisoft Public Company Limited Approves Omission of the Dividend for the Year 2025Sirisoft Public Company Limited at its Annual General Meeting of Shareholders held on April 17, 2026, approved omission of the dividend payment for the year 2025.
Reported Earnings • Feb 27Full year 2025 earnings released: ฿0.22 loss per share (vs ฿0.21 profit in FY 2024)Full year 2025 results: ฿0.22 loss per share (down from ฿0.21 profit in FY 2024). Revenue: ฿703.2m (up 3.1% from FY 2024). Net loss: ฿35.7m (down 205% from profit in FY 2024).
공시 • Feb 26Sirisoft Public Company Limited, Annual General Meeting, Apr 17, 2026Sirisoft Public Company Limited, Annual General Meeting, Apr 17, 2026, at 14:00 SE Asia Standard Time.
Reported Earnings • Nov 12Third quarter 2025 earnings released: EPS: ฿0.02 (vs ฿0.078 in 3Q 2024)Third quarter 2025 results: EPS: ฿0.02 (down from ฿0.078 in 3Q 2024). Revenue: ฿175.2m (down 10% from 3Q 2024). Net income: ฿2.92m (down 77% from 3Q 2024). Profit margin: 1.7% (down from 6.4% in 3Q 2024). The decrease in margin was driven by lower revenue.
Reported Earnings • Aug 09Second quarter 2025 earnings released: EPS: ฿0.01 (vs ฿0.11 in 2Q 2024)Second quarter 2025 results: EPS: ฿0.01 (down from ฿0.11 in 2Q 2024). Revenue: ฿195.3m (up 3.6% from 2Q 2024). Net income: ฿1.69m (down 90% from 2Q 2024). Profit margin: 0.9% (down from 9.0% in 2Q 2024). The decrease in margin was driven by higher expenses.
New Risk • Jul 09New major risk - Revenue and earnings growthEarnings have declined by 15% 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 15% per year over the past 5 years. Minor Risks Dividend is not well covered by earnings (210% payout ratio). Profit margins are more than 30% lower than last year (2.1% net profit margin). Market cap is less than US$100m (฿464.0m market cap, or US$14.2m).
Reported Earnings • May 10First quarter 2025 earnings released: ฿0.14 loss per share (vs ฿0.022 loss in 1Q 2024)First quarter 2025 results: ฿0.14 loss per share (further deteriorated from ฿0.022 loss in 1Q 2024). Revenue: ฿145.5m (up 35% from 1Q 2024). Net loss: ฿22.6m (loss widened ฿19.2m from 1Q 2024). Revenue is forecast to grow 15% p.a. on average during the next 2 years, compared to a 12% growth forecast for the IT industry in Thailand.
Buy Or Sell Opportunity • May 09Now 28% undervaluedThe stock has been flat over the last 90 days, currently trading at ฿3.20. The fair value is estimated to be ฿4.42, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 30% over the last 3 years. Earnings per share has declined by 109%. Revenue is forecast to grow by 37% in 2 years. Earnings are forecast to grow by 221% in the next 2 years.
공시 • Apr 18Sirisoft Public Company Limited Announces Board ChangesSirisoft Public Company Limited announced resolutions of the 2025 Annual General Meeting of Shareholders, held on 18 April 2025, as follows: Approved the election of directors to replace those retiring by rotation in 2025. The election was conducted on an individual basis, as follows: Elected Mr. Putikarn Aurat as an Independent Director to replace Mr. Cholachart Worawuthichongsathit, who retired by rotation and Elected Mr. Pakpoom Kangsananont as a Director to replace Mr. Nattapon Tanatechawong, who retired by rotation.
New Risk • Mar 26New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Thai stocks, typically moving 7.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by earnings (91% payout ratio). Share price has been volatile over the past 3 months (7.2% average weekly change). Profit margins are more than 30% lower than last year (5.0% net profit margin). Market cap is less than US$100m (฿592.0m market cap, or US$17.4m).
Valuation Update With 7 Day Price Move • Mar 20Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ฿3.88, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 12x in the IT industry in Thailand. Total loss to shareholders of 54% over the past year.
New Risk • Mar 05New minor risk - Dividend sustainabilityThe dividend is not well covered by earnings. Payout ratio: 91% Dividend yield: 5.7% This is considered a minor risk. Companies that pay out too much of their earnings are at risk of having to reduce or cut their dividend in future. If earnings growth slows or earnings fall, then there may not be enough earnings 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. However, this risk is mitigated by the fact the dividend is covered by cash flows. 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: Minor Risks Dividend is not well covered by earnings (91% payout ratio). Profit margins are more than 30% lower than last year (5.0% net profit margin). Market cap is less than US$100m (฿524.8m market cap, or US$15.6m).
Upcoming Dividend • Mar 04Upcoming dividend of ฿0.05 per shareEligible shareholders must have bought the stock before 11 March 2025. Payment date: 16 May 2025. Payout ratio is a comfortable 48% and this is well supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of Thai dividend payers (7.6%). Lower than average of industry peers (6.8%).
Reported Earnings • Feb 27Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: ฿0.21 (down from ฿0.65 in FY 2023). Revenue: ฿691.5m (up 18% from FY 2023). Net income: ฿33.9m (down 55% from FY 2023). Profit margin: 4.9% (down from 13% in FY 2023). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 40%. Revenue is forecast to grow 15% p.a. on average during the next 2 years, compared to a 18% growth forecast for the IT industry in Thailand.
공시 • Feb 26+ 2 more updatesSirisoft Public Company Limited Proposes Payment of Interim Dividend for the Period from October 1, 2024 to December 1, 2024, Payable on May 16, 2025Sirisoft Public Company Limited to propose that the shareholders' meeting approve the payment of dividend for the year 2024 at a rate of THB 0.19375 per share. The Company has already paid the first interim dividend at a rate of THB 0.06875 per share on 5 September 2024. For the second interim dividend at a rate of THB 0.075 per share on 6 December 2024, the remaining dividend to be paid is THB 0.05 per share (paid from operating period from 1 October 2024 to 31 December 2024 and retained earnings). The record date to determine the name of shareholders who are entitled to receive the dividend has been set on 12 March 2025 and the dividend will be paid within 16 May 2025.
New Risk • Jan 15New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Thai stocks, typically moving 6.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (6.6% average weekly change). Profit margins are more than 30% lower than last year (4.7% net profit margin). Market cap is less than US$100m (฿560.0m market cap, or US$16.1m).
Valuation Update With 7 Day Price Move • Jan 14Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to ฿3.98, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 11x in the IT industry in Thailand. Total loss to shareholders of 69% over the past year.
Reported Earnings • Nov 12Third quarter 2024 earnings released: EPS: ฿0.078 (vs ฿0.21 in 3Q 2023)Third quarter 2024 results: EPS: ฿0.078 (down from ฿0.21 in 3Q 2023). Revenue: ฿197.5m (up 33% from 3Q 2023). Net income: ฿12.5m (down 51% from 3Q 2023). Profit margin: 6.3% (down from 17% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 13% growth forecast for the IT industry in Thailand.
Declared Dividend • Nov 11Dividend of ฿0.075 announcedShareholders will receive a dividend of ฿0.075. Ex-date: 20th November 2024 Payment date: 6th December 2024 Dividend yield will be 3.2%, which is lower than the industry average of 3.6%. Sustainability & Growth Dividend is well covered by both earnings (37% earnings payout ratio) and cash flows (16% cash payout ratio). The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years. EPS is expected to grow by 147% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Upcoming Dividend • Aug 14Upcoming dividend of ฿0.069 per shareEligible shareholders must have bought the stock before 21 August 2024. Payment date: 05 September 2024. Payout ratio is a comfortable 54% and this is well supported by cash flows. Trailing yield: 2.8%. Lower than top quartile of Thai dividend payers (7.0%). Lower than average of industry peers (5.0%).
Reported Earnings • Aug 10Second quarter 2024 earnings released: EPS: ฿0.11 (vs ฿0.29 in 2Q 2023)Second quarter 2024 results: EPS: ฿0.11 (down from ฿0.29 in 2Q 2023). Revenue: ฿192.1m (flat on 2Q 2023). Net income: ฿16.9m (down 51% from 2Q 2023). Profit margin: 8.8% (down from 18% in 2Q 2023).
공시 • Aug 10Sirisoft Public Company Limited Announces Cash Dividend for the Operating Period from 01 January 2024 to 30 June 2024, Payable on September 05, 2024Sirisoft Public Company Limited announced cash dividend for the operating period from 01 January 2024 to 30 June 2024 of THB 0.06875 per share. The dividend payable on September 05, 2024. Record date for the right to receive dividends of August 22, 2024 and Ex-dividend date of August 21, 2024.
Valuation Update With 7 Day Price Move • May 16Investor sentiment deteriorates as stock falls 22%After last week's 22% share price decline to ฿5.40, 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 • May 10First quarter 2024 earnings released: ฿0.022 loss per share (vs ฿0.25 profit in 1Q 2023)First quarter 2024 results: ฿0.022 loss per share (down from ฿0.25 profit in 1Q 2023). Revenue: ฿108.1m (down 29% from 1Q 2023). Net loss: ฿3.46m (down 115% from profit in 1Q 2023). Revenue is forecast to grow 25% p.a. on average during the next 2 years, compared to a 13% growth forecast for the IT industry in Thailand.
Upcoming Dividend • Apr 25Upcoming dividend of ฿0.02 per shareEligible shareholders must have bought the stock before 02 May 2024. Payment date: 23 May 2024. Payout ratio is a comfortable 23% but the company is paying out more than the cash it is generating. Trailing yield: 0.5%. Lower than top quartile of Thai dividend payers (6.0%). Lower than average of industry peers (3.7%).
Buy Or Sell Opportunity • Mar 05Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 21% to ฿9.60. The fair value is estimated to be ฿12.47, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 42% over the last year. Earnings per share has declined by 89%. Revenue is forecast to grow by 54% in 2 years. Earnings are forecast to grow by 122% in the next 2 years.
공시 • Feb 28Sirisoft Public Company Limited Proposes Payment of Dividend for the Period from October 1, 2023 to December 1, 2023, Payable on May 23, 2024Sirisoft Public Company Limited at its AGM to be held on April 23, 2024 proposed the payment of dividend for the year 2023 at a rate of THB 0.57380 per share. The Company has already paid the first interim dividend at a rate of THB 0.09625 per share on 15 May 2023. For the second interim dividend at a rate of THB 0.32630 per share on 18 August 2023. Additionally, the third interim dividend at a rate of THB 0.13125 per share on 13 December 2023, the remaining dividend to be paid is THB 0.02000 per share. The record date to determine the name of shareholders who are entitled to receive the dividend has been set on May 3, 2024 and the dividend will be paid on May 23, 2024. Operating period is from October 1, 2023 to December 1, 2023. Ex-dividend date is May 2, 2024.
Reported Earnings • Feb 28Full year 2023 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2023 results: EPS: ฿0.65. Revenue: ฿587.0m (up 43% from FY 2022). Net income: ฿76.0m (up 11% from FY 2022). Profit margin: 13% (down from 17% in FY 2022). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 2.4%. Earnings per share (EPS) exceeded analyst estimates by 6.6%. Revenue is forecast to grow 21% p.a. on average during the next 2 years, compared to a 14% growth forecast for the IT industry in Thailand.
공시 • Feb 10Sirisoft Public Company Limited Announces CFO Changes, Effective March 1, 2024Sirisoft Public Company Limited announced the termination of Auschavaranondha Sitthikard as CFO, effective March 1, 2024. The company also announced the appointment of Thanurawet Siriwat as CFO, effective March 1, 2024.
Buy Or Sell Opportunity • Feb 08Now 20% undervaluedOver the last 90 days, the stock has risen 32% to ฿11.10. The fair value is estimated to be ฿13.93, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 55% over the last year. Earnings per share has declined by 82%. Revenue is forecast to grow by 56% in 2 years. Earnings are forecast to grow by 93% in the next 2 years.
Valuation Update With 7 Day Price Move • Jan 12Investor sentiment improves as stock rises 18%After last week's 18% share price gain to ฿12.20, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 15x in the IT industry in Thailand.
Buying Opportunity • Dec 28Now 20% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be ฿12.80, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 55% over the last year. Earnings per share has declined by 82%. Revenue is forecast to grow by 56% in 2 years. Earnings is forecast to grow by 93% in the next 2 years.
Buying Opportunity • Dec 12Now 33% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be ฿12.99, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 55% over the last year. Earnings per share has declined by 82%. Revenue is forecast to grow by 56% in 2 years. Earnings is forecast to grow by 93% in the next 2 years.
Buying Opportunity • Nov 24Now 20% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be ฿13.41, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 55% over the last year. Earnings per share has declined by 82%. Revenue is forecast to grow by 56% in 2 years. Earnings is forecast to grow by 93% in the next 2 years.
Valuation Update With 7 Day Price Move • Nov 21Investor sentiment improves as stock rises 26%After last week's 26% share price gain to ฿10.60, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 13x in the IT industry in Thailand.
공시 • Nov 16Sirisoft Public Company Limited Announces Interim Cash Dividend for the Operating Period from 1 January 2023 to 30 September 2023, Payable on December 14, 2023Sirisoft Public Company Limited announced interim cash dividend for the Operating period from 1 January 2023 to 30 September 2023 of THB 0.13125 per share. Record date for the right to receive dividends is November 28, 2023. Ex-dividend date is November 27, 2023. Payment date is December 13, 2023.
Reported Earnings • Nov 15Third quarter 2023 earnings releasedThird quarter 2023 results: EPS: ฿0.21. Net income: ฿25.3m (up ฿25.3m from 3Q 2022). Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 19% growth forecast for the IT industry in Thailand.
공시 • Oct 10Sirisoft Public Company Limited has completed an IPO in the amount of THB 640 million.Sirisoft Public Company Limited has completed an IPO in the amount of THB 640 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 40,000,000 Price\Range: THB 16
Reported Earnings • Oct 10Second quarter 2023 earnings releasedSecond quarter 2023 results: Net income: ฿34.3m (up ฿34.3m from 2Q 2022).