Sonic Interfreight (SONIC) 주식 개요소닉 인터프레이트 퍼블릭 컴퍼니는 태국 및 국제적으로 화물 운송 및 관련 물류 서비스를 제공합니다. 자세히 보기SONIC 펀더멘털 분석스노우플레이크 점수가치 평가4/6미래 성장0/6과거 실적1/6재무 건전성6/6배당3/6강점공정 가치 추정치보다 낮은 44.9% 에서 거래위험 분석지난 5년간 매년 수익이 5.1% 감소했습니다.불안정한 배당 실적의미 있는 시가총액이 없습니다(THB1B)모든 위험 점검 보기SONIC 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฿1.5265.2% 고평가 내재 할인율Growth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture04b2016201920222025202620282031Revenue ฿1.3bEarnings ฿82.1mAdvancedSet Fair ValueView all narrativesSonic Interfreight Public Company Limited 경쟁사Sino Logistics CorporationSymbol: SET:SINOMarket cap: ฿915.2mWice LogisticsSymbol: SET:WICEMarket cap: ฿1.6bLeo Global LogisticsSymbol: SET:LEOMarket cap: ฿535.6mTriple i LogisticsSymbol: SET:IIIMarket cap: ฿3.0b가격 이력 및 성과Sonic Interfreight 주가의 최고가, 최저가 및 변동 요약과거 주가현재 주가฿1.5252주 최고가฿1.6552주 최저가฿1.38베타0.241개월 변동2.70%3개월 변동1.33%1년 변동-5.59%3년 변동-24.00%5년 변동-55.29%IPO 이후 변동-17.39%최근 뉴스 및 업데이트New Risk • Mar 10New major risk - Revenue and earnings growthEarnings have declined by 5.1% 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 5.1% 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 (฿1.11b market cap, or US$35.1m).Upcoming Dividend • Mar 10Upcoming dividend of ฿0.06 per shareEligible shareholders must have bought the stock before 17 March 2026. Payment date: 15 May 2026. Payout ratio is a comfortable 39% and this is well supported by cash flows. Trailing yield: 4.1%. Lower than top quartile of Thai dividend payers (7.6%). Lower than average of industry peers (5.8%).Reported Earnings • Mar 02Full year 2025 earnings released: EPS: ฿0.15 (vs ฿0.20 in FY 2024)Full year 2025 results: EPS: ฿0.15 (down from ฿0.20 in FY 2024). Revenue: ฿1.87b (down 15% from FY 2024). Net income: ฿120.2m (down 28% from FY 2024). Profit margin: 6.4% (down from 7.6% in FY 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has only fallen by 19% per year, which means it has not declined as severely as earnings.공시 • Feb 28Sonic Interfreight Public Company Limited announces Annual dividend, payable on May 15, 2026Sonic Interfreight Public Company Limited announced Annual dividend of THB 0.0600 per share payable on May 15, 2026, ex-date on March 17, 2026 and record date on March 18, 2026.Reported Earnings • Nov 18Third quarter 2025 earnings released: EPS: ฿0.044 (vs ฿0.045 in 3Q 2024)Third quarter 2025 results: EPS: ฿0.044 (down from ฿0.045 in 3Q 2024). Revenue: ฿477.9m (down 32% from 3Q 2024). Net income: ฿33.9m (down 9.6% from 3Q 2024). Profit margin: 7.1% (up from 5.3% in 3Q 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 35% per year but the company’s share price has only fallen by 20% per year, which means it has not declined as severely as earnings.Reported Earnings • Aug 14Second quarter 2025 earnings released: EPS: ฿0.034 (vs ฿0.055 in 2Q 2024)Second quarter 2025 results: EPS: ฿0.034 (down from ฿0.055 in 2Q 2024). Revenue: ฿457.0m (down 12% from 2Q 2024). Net income: ฿26.7m (down 42% from 2Q 2024). Profit margin: 5.8% (down from 8.9% in 2Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 41% per year but the company’s share price has only fallen by 26% per year, which means it has not declined as severely as earnings.더 많은 업데이트 보기Recent updatesNew Risk • Mar 10New major risk - Revenue and earnings growthEarnings have declined by 5.1% 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 5.1% 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 (฿1.11b market cap, or US$35.1m).Upcoming Dividend • Mar 10Upcoming dividend of ฿0.06 per shareEligible shareholders must have bought the stock before 17 March 2026. Payment date: 15 May 2026. Payout ratio is a comfortable 39% and this is well supported by cash flows. Trailing yield: 4.1%. Lower than top quartile of Thai dividend payers (7.6%). Lower than average of industry peers (5.8%).Reported Earnings • Mar 02Full year 2025 earnings released: EPS: ฿0.15 (vs ฿0.20 in FY 2024)Full year 2025 results: EPS: ฿0.15 (down from ฿0.20 in FY 2024). Revenue: ฿1.87b (down 15% from FY 2024). Net income: ฿120.2m (down 28% from FY 2024). Profit margin: 6.4% (down from 7.6% in FY 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has only fallen by 19% per year, which means it has not declined as severely as earnings.공시 • Feb 28Sonic Interfreight Public Company Limited announces Annual dividend, payable on May 15, 2026Sonic Interfreight Public Company Limited announced Annual dividend of THB 0.0600 per share payable on May 15, 2026, ex-date on March 17, 2026 and record date on March 18, 2026.Reported Earnings • Nov 18Third quarter 2025 earnings released: EPS: ฿0.044 (vs ฿0.045 in 3Q 2024)Third quarter 2025 results: EPS: ฿0.044 (down from ฿0.045 in 3Q 2024). Revenue: ฿477.9m (down 32% from 3Q 2024). Net income: ฿33.9m (down 9.6% from 3Q 2024). Profit margin: 7.1% (up from 5.3% in 3Q 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 35% per year but the company’s share price has only fallen by 20% per year, which means it has not declined as severely as earnings.Reported Earnings • Aug 14Second quarter 2025 earnings released: EPS: ฿0.034 (vs ฿0.055 in 2Q 2024)Second quarter 2025 results: EPS: ฿0.034 (down from ฿0.055 in 2Q 2024). Revenue: ฿457.0m (down 12% from 2Q 2024). Net income: ฿26.7m (down 42% from 2Q 2024). Profit margin: 5.8% (down from 8.9% in 2Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 41% per year but the company’s share price has only fallen by 26% per year, which means it has not declined as severely as earnings.Reported Earnings • May 16First quarter 2025 earnings released: EPS: ฿0.042 (vs ฿0.047 in 1Q 2024)First quarter 2025 results: EPS: ฿0.042 (down from ฿0.047 in 1Q 2024). Revenue: ฿490.7m (up 4.8% from 1Q 2024). Net income: ฿33.8m (down 15% from 1Q 2024). Profit margin: 6.9% (down from 8.5% in 1Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 42% per year but the company’s share price has only fallen by 24% per year, which means it has not declined as severely as earnings.공시 • Apr 28Sonic Interfreight Public Company Limited Approves Dividend for Operating Period from 01 January 2024 to 31 December 2024Sonic Interfreight Public Company Limited announced that at its AGM held on 28 April 2025, approved the shareholders' meeting approved the dividend payment for the Company's operating results. For the year ended on December 31, 2024, the Company had a net profit, as shown on the separate financial statements, of THB 129,240,014 and allocated the profit as a legal reserve of THB 6,502,834 (at least 5% of the net profit of Separate financial statements) from 1st January 31st December, 2024 to the Company's shareholders of 819,796,192 shares (without considering the common shares repurchase from 1 January 31 March 2025) at the rate of THB 0.05 per share, totaling not over THB 47.14 million.Upcoming Dividend • Mar 24Upcoming dividend of ฿0.058 per shareEligible shareholders must have bought the stock before 31 March 2025. Payment date: 27 May 2025. Payout ratio is a comfortable 29% but the company is not cash flow positive. Trailing yield: 3.5%. Lower than top quartile of Thai dividend payers (7.6%). Lower than average of industry peers (5.2%).Reported Earnings • Mar 02Full year 2024 earnings released: EPS: ฿0.20 (vs ฿0.15 in FY 2023)Full year 2024 results: EPS: ฿0.20 (up from ฿0.15 in FY 2023). Revenue: ฿2.21b (up 39% from FY 2023). Net income: ฿167.9m (up 33% from FY 2023). Profit margin: 7.6% (down from 8.0% in FY 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 40% per year but the company’s share price has only fallen by 27% per year, which means it has not declined as severely as earnings.공시 • Mar 01+ 1 more updateSonic Interfreight Public Company Limited, Annual General Meeting, Apr 28, 2025Sonic Interfreight Public Company Limited, Annual General Meeting, Apr 28, 2025, at 13:00 SE Asia Standard Time. Location: the spring ballroom 2, chatrium residence sathon, bangkok 291 naradhiwas rajanakarindra 24 alley, chong nonsi, yan nawa, bangkok 10120 Thailand공시 • Feb 03Sonic Interfreight Public Company Limited Announces Change of Chief AccountantSonic Interfreight Public Company Limited announced the termination of Piyathida Tangoad as Chief Accountant, effective date of termination 01 Feb. 2025 and appointed Thanyapat Wongjaratkasam as Chief Accountant, effective date of appointment 03 Feb. 2025.Reported Earnings • Nov 14Third quarter 2024 earnings released: EPS: ฿0.045 (vs ฿0.033 in 3Q 2023)Third quarter 2024 results: EPS: ฿0.045 (up from ฿0.033 in 3Q 2023). Revenue: ฿701.5m (up 89% from 3Q 2023). Net income: ฿37.5m (up 34% from 3Q 2023). Profit margin: 5.3% (down from 7.5% in 3Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 36% per year but the company’s share price has only fallen by 26% per year, which means it has not declined as severely as earnings.Reported Earnings • Aug 16Second quarter 2024 earnings released: EPS: ฿0.055 (vs ฿0.039 in 2Q 2023)Second quarter 2024 results: EPS: ฿0.055 (up from ฿0.039 in 2Q 2023). Revenue: ฿519.5m (up 35% from 2Q 2023). Net income: ฿46.3m (up 45% from 2Q 2023). Profit margin: 8.9% (up from 8.3% in 2Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has fallen by 34% per year, which means it is performing significantly worse than earnings.Reported Earnings • May 16First quarter 2024 earnings releasedFirst quarter 2024 results: Revenue: ฿468.4m (up 8.3% from 1Q 2023). Net income: ฿39.7m (up 7.6% from 1Q 2023). Profit margin: 8.5% (in line with 1Q 2023).공시 • May 15Sonic Interfreight Public Company Limited Approves Management ChangesSonic Interfreight Public Company Limited informed that the Board of Directors Meeting No.2/2024 on May 14, 2024 passed the following important resolutions which must be report to The Stock Exchange of Thailand as follows: Approved the appointment of Dr. Pranai Kungwanrut as the Independent Director and Audit Committee. The Board of Director has considered that they has the knowledge, capability, and qualification in accordance with the relevant laws and company regulations. The newly appointed director will have the same term as the resigned Directors. These resignations and appointment of Directors will be effective on May 14, 2024, onwards. Approved the appointment of Mr. Yuttana Taepangtong as the Chairman of Nomination and Remuneration Committee. The Board of Director has considered that they has the knowledge, capability, and qualification in accordance with the relevant laws and company regulations. The newly appointed director will have the same term as the resigned Directors. These resignations and appointment of Directors will be effective on May 14, 2024, onwards. After appointing, Board of Directors of the Company are: Gen Suphot Malaniyom, Chairman of the Board of Director, Nomination and Remuneration Committee and Independent Director, Mr. Yuttana Taepangtong, Chairman of Audit Committee, Chairman of Nomination and Remuneration Committee and Independent Director, Mr. Rattawat suksaichol, Audit Committee and Independent Director, Dr. Pranai Kungwalrut, Audit Committee and Independent Director, Dr. Santisuk Kosiarpanant, Director, Nomination and Remuneration Committee, Chairman of Executive Committee and Chief Executive Officer, Mr. Ranut Lieolertsakulchai, Director and Executive Committee, Mr. Vuttichai Suriyavorawong, Director and Executive Committee, Mr. Panuwat Prathumsri, Director.공시 • May 11Sonic Interfreight Public Company Limited Announces the Resignation Kanawath Aran from the Position of Independent Director, Audit Committee, Nomination and RemunerationSonic Interfreight Public Company Limited announced that Mr. Kanawath Aran has resigned from the position of Independent Director, Audit Committee, Nomination and Remuneration and all of the other position due to the mission in many areas, which will be effective from May 10, 2024 onwards. The Nomination and Remuneration Committee and the Board of Directors will select and appoint a new person to replace the resigned director and inform further.공시 • Apr 27Sonic Interfreight Public Company Limited Approves Dividend for the Fiscal Year Ended December 31, 2023Sonic Interfreight Public Company Limited at its Annual General Meeting of Shareholders for the year of 2024 which was held on 26 April 2024, approved the dividend payment for the Company's operating results. For the year ended on 31 December, 2023, the Company had a net profit, as shown on the separate financial statements, of THB 99,373,779 and allocated the profit as a legal reserve of THB 5,026,666 (at least 5% of the net profit of Separate financial statements) from 1 January - 31 December, 2023 to the Company's shareholders of 841,343,992 shares (without considering the common shares repurchase from 1 January - 7 March 2024) at the rate of THB 0.05 per share, totaling not over THB 42.07 million.Upcoming Dividend • Feb 29Upcoming dividend of ฿0.05 per shareEligible shareholders must have bought the stock before 07 March 2024. Payment date: 24 May 2024. Payout ratio is a comfortable 68% and this is well supported by cash flows. Trailing yield: 6.4%. Within top quartile of Thai dividend payers (6.3%). Higher than average of industry peers (4.2%).Declared Dividend • Feb 26Dividend reduced to ฿0.05Dividend of ฿0.05 is 55% lower than last year. Ex-date: 7th March 2024 Payment date: 24th May 2024 Dividend yield will be 2.9%, which is lower than the industry average of 7.4%. Sustainability & Growth Dividend is covered by both earnings (68% earnings payout ratio) and cash flows (73% cash payout ratio). The dividend has increased by an average of 20% per year over the past 5 years and payments have been stable during that time. Earnings per share has grown by 6.7% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Reported Earnings • Feb 24Full year 2023 earnings released: EPS: ฿0.15 (vs ฿0.42 in FY 2022)Full year 2023 results: EPS: ฿0.15 (down from ฿0.42 in FY 2022). Revenue: ฿1.59b (down 58% from FY 2022). Net income: ฿126.1m (down 59% from FY 2022). Profit margin: 8.0% (down from 8.1% in FY 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.공시 • Feb 24Sonic Interfreight Public Company Limited Proposes Dividend for the Fiscal Year Ended December 31, 2023, Payable on May 24, 2024Sonic Interfreight Public Company Limited announced the dividend payment, as resolved in the board of directors' meeting held on February 22, 2024, is approved for the fiscal year ended December 31, 2023. The net profit for the year, according to the financial statements specific to business operations, is THB 100,533,321. The allocation of reserves, as required by law, is THB 5,026,666 (at least 5% of net profit according to the financial statements specific to business operations). The resolution approves the distribution of dividends to the shareholders of the company from January 1, 2023 to December 31, 2023, totaling 841,343,992 shares at the rate of THB 0.05 per share, amounting not over THB 42.07 million. The company will finalize the list of shareholders entitled to receive dividends (Record Date) on March 8, 2024, and the dividend payment is scheduled for May 24, 2024. However, the entitlement to receive the dividends remains uncertain until approval at the Annual General Meeting of Shareholders for the year 2024.공시 • Feb 23+ 1 more updateSonic Interfreight Public Company Limited, Annual General Meeting, Apr 26, 2024Sonic Interfreight Public Company Limited, Annual General Meeting, Apr 26, 2024, at 14:00 SE Asia Standard Time. Location: 291 Naradhiwas Rajanagarindra 24, Sathon, Bangkok Thailand Agenda: To consider approval of the minutes of the Annual General Meeting for the fiscal year 2023; to consider Acknowledgment of the reports on the company's performance for the fiscal year 2023 and the annual report of the Board of Directors; to consider the financial statements and profit and loss statements for the fiscal year ending on December 31, 2023, which have been audited by authorized accountants; to consider the allocation of profits for legal reserves and the distribution of dividends for the past fiscal year ending on December 31, 2023; to consider approval of the appointment of new directors to replace those who resigned; to consider director's remuneration for the year 2024; to consider approval of the appointment of auditors and determination of auditor remuneration for the year 2024; to consider approval of amendments to the company's regulations; to consider approval of the reduction of the company's registered capital; and to consider other matters.Reported Earnings • Nov 14Third quarter 2023 earnings released: EPS: ฿0.033 (vs ฿0.13 in 3Q 2022)Third quarter 2023 results: EPS: ฿0.033 (down from ฿0.13 in 3Q 2022). Revenue: ฿372.0m (down 59% from 3Q 2022). Net income: ฿28.0m (down 69% from 3Q 2022). Profit margin: 7.5% (down from 10% 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 22% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.Reported Earnings • Aug 11Second quarter 2023 earnings released: EPS: ฿0.039 (vs ฿0.13 in 2Q 2022)Second quarter 2023 results: EPS: ฿0.039 (down from ฿0.13 in 2Q 2022). Revenue: ฿386.0m (down 65% from 2Q 2022). Net income: ฿32.0m (down 66% from 2Q 2022). Profit margin: 8.3% (down from 8.5% in 2Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Jun 28Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to ฿1.47, the stock trades at a trailing P/E ratio of 4.9x. Average trailing P/E is 10x in the Logistics industry in Thailand. Total returns to shareholders of 54% over the past three years.Reported Earnings • May 18First quarter 2023 earnings released: EPS: ฿0.049 (vs ฿0.13 in 1Q 2022)First quarter 2023 results: EPS: ฿0.049 (down from ฿0.13 in 1Q 2022). Revenue: ฿432.6m (down 65% from 1Q 2022). Net income: ฿36.9m (down 60% from 1Q 2022). Profit margin: 8.5% (up from 7.5% in 1Q 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 53% per year but the company’s share price has only increased by 27% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Mar 14Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to ฿2.26, the stock trades at a trailing P/E ratio of 5.6x. Average trailing P/E is 12x in the Logistics industry in Thailand. Total returns to shareholders of 208% over the past three years.Upcoming Dividend • Mar 01Upcoming dividend of ฿0.11 per share at 3.9% yieldEligible shareholders must have bought the stock before 08 March 2023. Payment date: 26 May 2023. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 3.9%. Lower than top quartile of Thai dividend payers (5.6%). In line with average of industry peers (4.3%).Reported Earnings • Feb 24Full year 2022 earnings released: EPS: ฿0.42 (vs ฿0.39 in FY 2021)Full year 2022 results: EPS: ฿0.42 (up from ฿0.39 in FY 2021). Revenue: ฿3.81b (up 14% from FY 2021). Net income: ฿307.6m (up 36% from FY 2021). Profit margin: 8.1% (up from 6.7% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 63% per year but the company’s share price has only increased by 45% per year, which means it is significantly lagging earnings growth.Board Change • Dec 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. 1 highly experienced director. Assistant GM & Additional Director Panuwat Prathumsri was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Buying Opportunity • Oct 11Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 7.5%. The fair value is estimated to be ฿4.03, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 53% over the last 3 years. Earnings per share has grown by 70%.Buying Opportunity • Sep 16Now 22% undervaluedOver the last 90 days, the stock is up 3.5%. The fair value is estimated to be ฿4.58, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 53% over the last 3 years. Earnings per share has grown by 70%.Buying Opportunity • Aug 17Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 2.2%. The fair value is estimated to be ฿4.50, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 53% over the last 3 years. Earnings per share has grown by 70%.Reported Earnings • Aug 14Second quarter 2022 earnings released: EPS: ฿0.13 (vs ฿0.076 in 2Q 2021)Second quarter 2022 results: EPS: ฿0.13 (up from ฿0.076 in 2Q 2021). Revenue: ฿1.10b (up 63% from 2Q 2021). Net income: ฿93.6m (up 124% from 2Q 2021). Profit margin: 8.5% (up from 6.2% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 70% per year but the company’s share price has only increased by 42% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Feb 28Upcoming dividend of ฿0.11 per shareEligible shareholders must have bought the stock before 07 March 2022. Payment date: 27 May 2022. Payout ratio is a comfortable 28% but the company is not cash flow positive. Trailing yield: 2.6%. Lower than top quartile of Thai dividend payers (5.1%). In line with average of industry peers (2.4%).Reported Earnings • Feb 24Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: ฿0.39 (up from ฿0.11 in FY 2020). Revenue: ฿3.35b (up 148% from FY 2020). Net income: ฿226.1m (up 278% from FY 2020). Profit margin: 6.7% (up from 4.4% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 8.6%. Over the last 3 years on average, earnings per share has increased by 54% per year but the company’s share price has only increased by 45% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Dec 22Investor sentiment improved over the past weekAfter last week's 16% share price gain to ฿4.64, the stock trades at a trailing P/E ratio of 18.4x. Average trailing P/E is 29x in the Logistics industry in Thailand. Total returns to shareholders of 292% over the past three years.Reported Earnings • Nov 12Third quarter 2021 earnings released: EPS ฿0.13 (vs ฿0.021 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: ฿998.3m (up 234% from 3Q 2020). Net income: ฿70.5m (up ฿58.9m from 3Q 2020). Profit margin: 7.1% (up from 3.9% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has increased by 43% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Aug 18Second quarter 2021 earnings released: EPS ฿0.076 (vs ฿0.011 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: ฿675.0m (up 136% from 2Q 2020). Net income: ฿41.8m (up ฿35.1m from 2Q 2020). Profit margin: 6.2% (up from 2.3% in 2Q 2020). The increase in margin was driven by higher revenue.Valuation Update With 7 Day Price Move • Aug 16Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to ฿4.86, the stock trades at a trailing P/E ratio of 30.8x. Average forward P/E is 33x in the Logistics industry in Thailand. Total returns to shareholders of 391% over the past year.Valuation Update With 7 Day Price Move • Jun 01Investor sentiment improved over the past weekAfter last week's 23% share price gain to ฿4.30, the stock trades at a trailing P/E ratio of 27.3x. Average forward P/E is 33x in the Logistics industry in Thailand. Total returns to shareholders of 314% over the past year.Reported Earnings • May 15First quarter 2021 earnings released: EPS ฿0.074 (vs ฿0.024 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: ฿604.8m (up 94% from 1Q 2020). Net income: ฿40.7m (up 206% from 1Q 2020). Profit margin: 6.7% (up from 4.3% in 1Q 2020). The increase in margin was driven by higher revenue.Valuation Update With 7 Day Price Move • Mar 22Investor sentiment improved over the past weekAfter last week's 23% share price gain to ฿3.20, the stock trades at a trailing P/E ratio of 29.4x. Average forward P/E is 27x in the Logistics industry in Thailand. Total returns to shareholders of 352% over the past year.Reported Earnings • Feb 23Full year 2020 earnings released: EPS ฿0.11 (vs ฿0.085 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: ฿1.35b (up 18% from FY 2019). Net income: ฿59.8m (up 29% from FY 2019). Profit margin: 4.4% (up from 4.1% in FY 2019). The increase in margin was driven by higher revenue.Analyst Estimate Surprise Post Earnings • Feb 23Revenue beats expectationsRevenue exceeded analyst estimates by 8.6%. Over the next year, revenue is forecast to grow 11%, compared to a 19% growth forecast for the Logistics industry in Thailand.Valuation Update With 7 Day Price Move • Feb 20Investor sentiment improved over the past weekAfter last week's 20% share price gain to ฿2.76, the stock is trading at a trailing P/E ratio of 33.8x, up from the previous P/E ratio of 28.2x. This compares to an average P/E of 29x in the Logistics industry in Thailand. Total returns to shareholders over the past year are 205%.Is New 90 Day High Low • Feb 17New 90-day high: ฿2.46The company is up 89% from its price of ฿1.30 on 19 November 2020. The Thai market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Logistics industry, which is up 26% over the same period.Valuation Update With 7 Day Price Move • Feb 04Investor sentiment improved over the past weekAfter last week's 18% share price gain to ฿2.26, the stock is trading at a trailing P/E ratio of 27.7x, up from the previous P/E ratio of 23.5x. This compares to an average P/E of 26x in the Logistics industry in Thailand. Total returns to shareholders over the past year are 147%.Is New 90 Day High Low • Jan 27New 90-day high: ฿1.92The company is up 52% from its price of ฿1.26 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 Logistics industry, which is up 25% over the same period.Valuation Update With 7 Day Price Move • Jan 12Investor sentiment improved over the past weekAfter last week's 15% share price gain to ฿1.76, the stock is trading at a trailing P/E ratio of 21.6x, up from the previous P/E ratio of 18.8x. This compares to an average P/E of 26x in the Logistics industry in Thailand. Total returns to shareholders over the past year are 87%.Is New 90 Day High Low • Jan 12New 90-day high: ฿1.76The company is up 35% from its price of ฿1.30 on 14 October 2020. The Thai market is up 21% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Logistics industry, which is up 25% over the same period.Is New 90 Day High Low • Dec 17New 90-day high: ฿1.65The company is up 59% from its price of ฿1.04 on 18 September 2020. The Thai market is up 16% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Logistics industry, which is up 25% over the same period.Valuation Update With 7 Day Price Move • Dec 04Market bids up stock over the past weekAfter last week's 18% share price gain to ฿1.53, the stock is trading at a trailing P/E ratio of 18.8x, up from the previous P/E ratio of 15.9x. This compares to an average P/E of 24x in the Logistics industry in Thailand. Total returns to shareholders over the past year are 58%.Is New 90 Day High Low • Nov 20New 90-day high: ฿1.32The company is up 28% from its price of ฿1.03 on 21 August 2020. The Thai market is up 6.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Logistics industry, which is up 14% over the same period.Reported Earnings • Nov 12Third quarter 2020 earnings released: EPS ฿0.021The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: ฿299.0m (up 6.1% from 3Q 2019). Net income: ฿11.5m (up 35% from 3Q 2019). Profit margin: 3.9% (up from 3.0% in 3Q 2019). The increase in margin was driven by higher revenue.Valuation Update With 7 Day Price Move • Oct 12Market bids up stock over the past weekAfter last week's 18% share price gain to ฿1.23, the stock is trading at a trailing P/E ratio of 16.3x, up from the previous P/E ratio of 13.8x. This compares to an average P/E of 21x in the Logistics industry in Asia. Total returns to shareholders over the past year are 6.8%.Is New 90 Day High Low • Oct 12New 90-day high: ฿1.23The company is up 19% from its price of ฿1.03 on 14 July 2020. The Thai market is down 5.0% over the last 90 days, indicating the company outperformed over that time. However, its price trend is similar to the Logistics industry, which is also up 19% over the same period.주주 수익률SONICTH LogisticsTH 시장7D0%0.3%1.2%1Y-5.6%-5.9%28.0%전체 주주 수익률 보기수익률 대 산업: SONIC은 지난 1년 동안 -5.9%의 수익을 기록한 TH Logistics 산업보다 저조한 성과를 냈습니다.수익률 대 시장: SONIC은 지난 1년 동안 28%를 기록한 TH 시장보다 저조한 성과를 냈습니다.주가 변동성Is SONIC's price volatile compared to industry and market?SONIC volatilitySONIC Average Weekly Movement2.5%Logistics Industry Average Movement4.4%Market Average Movement5.0%10% most volatile stocks in TH Market10.2%10% least volatile stocks in TH Market2.6%안정적인 주가: SONIC는 지난 3개월 동안 TH 시장에 비해 주가 변동성이 크지 않았습니다.시간에 따른 변동성: SONIC의 주간 변동성(3%)은 지난 1년 동안 안정적이었습니다.회사 소개설립직원 수CEO웹사이트1995n/aSantisuk Kosiarpanantsonic.co.th소닉 인터프레이트 퍼블릭 컴퍼니 리미티드는 태국 및 국제적으로 화물 운송 및 관련 물류 서비스를 제공합니다. 화물 포워더, 육상 운송 및 기타 부문을 통해 운영됩니다. 이 회사는 1995년에 설립되었으며 태국 방콕에 본사를 두고 있습니다.더 보기Sonic Interfreight Public Company Limited 기초 지표 요약Sonic Interfreight의 순이익과 매출은 시가총액과 어떻게 비교됩니까?SONIC 기초 통계시가총액฿1.14b순이익 (TTM)฿120.21m매출 (TTM)฿1.87b9.5x주가수익비율(P/E)0.6x주가매출비율(P/S)SONIC는 고평가되어 있습니까?공정 가치 및 평가 분석 보기순이익 및 매출최근 실적 보고서(TTM)의 주요 수익성 지표SONIC 손익계산서 (TTM)매출฿1.87b매출원가฿1.46b총이익฿409.51m기타 비용฿289.30m순이익฿120.21m최근 보고된 실적Dec 31, 2025다음 실적 발표일해당 없음주당순이익(EPS)0.16총이익률21.85%순이익률6.41%부채/자본 비율15.9%SONIC의 장기 실적은 어땠습니까?과거 실적 및 비교 보기배당3.9%현재 배당 수익률39%배당 성향SONIC는 안정적으로 배당을 지급합니까?SONIC 배당 기록 및 벤치마크 보기다가오는 배당을 받으려면 언제까지 SONIC를 매수해야 하나요?Sonic Interfreight 배당 일정배당락일Mar 17 2026배당 지급일May 15 2026배당락일까지 남은 일수60 days배당 지급일까지 남은 일수1 daySONIC는 안정적으로 배당을 지급합니까?SONIC 배당 기록 및 벤치마크 보기View Valuation기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/15 02:24종가2026/05/15 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 소스Sonic Interfreight 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.분석가기관Nuttawut WongyaowalakGloblex Securities Co. Ltd.
New Risk • Mar 10New major risk - Revenue and earnings growthEarnings have declined by 5.1% 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 5.1% 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 (฿1.11b market cap, or US$35.1m).
Upcoming Dividend • Mar 10Upcoming dividend of ฿0.06 per shareEligible shareholders must have bought the stock before 17 March 2026. Payment date: 15 May 2026. Payout ratio is a comfortable 39% and this is well supported by cash flows. Trailing yield: 4.1%. Lower than top quartile of Thai dividend payers (7.6%). Lower than average of industry peers (5.8%).
Reported Earnings • Mar 02Full year 2025 earnings released: EPS: ฿0.15 (vs ฿0.20 in FY 2024)Full year 2025 results: EPS: ฿0.15 (down from ฿0.20 in FY 2024). Revenue: ฿1.87b (down 15% from FY 2024). Net income: ฿120.2m (down 28% from FY 2024). Profit margin: 6.4% (down from 7.6% in FY 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has only fallen by 19% per year, which means it has not declined as severely as earnings.
공시 • Feb 28Sonic Interfreight Public Company Limited announces Annual dividend, payable on May 15, 2026Sonic Interfreight Public Company Limited announced Annual dividend of THB 0.0600 per share payable on May 15, 2026, ex-date on March 17, 2026 and record date on March 18, 2026.
Reported Earnings • Nov 18Third quarter 2025 earnings released: EPS: ฿0.044 (vs ฿0.045 in 3Q 2024)Third quarter 2025 results: EPS: ฿0.044 (down from ฿0.045 in 3Q 2024). Revenue: ฿477.9m (down 32% from 3Q 2024). Net income: ฿33.9m (down 9.6% from 3Q 2024). Profit margin: 7.1% (up from 5.3% in 3Q 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 35% per year but the company’s share price has only fallen by 20% per year, which means it has not declined as severely as earnings.
Reported Earnings • Aug 14Second quarter 2025 earnings released: EPS: ฿0.034 (vs ฿0.055 in 2Q 2024)Second quarter 2025 results: EPS: ฿0.034 (down from ฿0.055 in 2Q 2024). Revenue: ฿457.0m (down 12% from 2Q 2024). Net income: ฿26.7m (down 42% from 2Q 2024). Profit margin: 5.8% (down from 8.9% in 2Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 41% per year but the company’s share price has only fallen by 26% per year, which means it has not declined as severely as earnings.
New Risk • Mar 10New major risk - Revenue and earnings growthEarnings have declined by 5.1% 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 5.1% 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 (฿1.11b market cap, or US$35.1m).
Upcoming Dividend • Mar 10Upcoming dividend of ฿0.06 per shareEligible shareholders must have bought the stock before 17 March 2026. Payment date: 15 May 2026. Payout ratio is a comfortable 39% and this is well supported by cash flows. Trailing yield: 4.1%. Lower than top quartile of Thai dividend payers (7.6%). Lower than average of industry peers (5.8%).
Reported Earnings • Mar 02Full year 2025 earnings released: EPS: ฿0.15 (vs ฿0.20 in FY 2024)Full year 2025 results: EPS: ฿0.15 (down from ฿0.20 in FY 2024). Revenue: ฿1.87b (down 15% from FY 2024). Net income: ฿120.2m (down 28% from FY 2024). Profit margin: 6.4% (down from 7.6% in FY 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has only fallen by 19% per year, which means it has not declined as severely as earnings.
공시 • Feb 28Sonic Interfreight Public Company Limited announces Annual dividend, payable on May 15, 2026Sonic Interfreight Public Company Limited announced Annual dividend of THB 0.0600 per share payable on May 15, 2026, ex-date on March 17, 2026 and record date on March 18, 2026.
Reported Earnings • Nov 18Third quarter 2025 earnings released: EPS: ฿0.044 (vs ฿0.045 in 3Q 2024)Third quarter 2025 results: EPS: ฿0.044 (down from ฿0.045 in 3Q 2024). Revenue: ฿477.9m (down 32% from 3Q 2024). Net income: ฿33.9m (down 9.6% from 3Q 2024). Profit margin: 7.1% (up from 5.3% in 3Q 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 35% per year but the company’s share price has only fallen by 20% per year, which means it has not declined as severely as earnings.
Reported Earnings • Aug 14Second quarter 2025 earnings released: EPS: ฿0.034 (vs ฿0.055 in 2Q 2024)Second quarter 2025 results: EPS: ฿0.034 (down from ฿0.055 in 2Q 2024). Revenue: ฿457.0m (down 12% from 2Q 2024). Net income: ฿26.7m (down 42% from 2Q 2024). Profit margin: 5.8% (down from 8.9% in 2Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 41% per year but the company’s share price has only fallen by 26% per year, which means it has not declined as severely as earnings.
Reported Earnings • May 16First quarter 2025 earnings released: EPS: ฿0.042 (vs ฿0.047 in 1Q 2024)First quarter 2025 results: EPS: ฿0.042 (down from ฿0.047 in 1Q 2024). Revenue: ฿490.7m (up 4.8% from 1Q 2024). Net income: ฿33.8m (down 15% from 1Q 2024). Profit margin: 6.9% (down from 8.5% in 1Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 42% per year but the company’s share price has only fallen by 24% per year, which means it has not declined as severely as earnings.
공시 • Apr 28Sonic Interfreight Public Company Limited Approves Dividend for Operating Period from 01 January 2024 to 31 December 2024Sonic Interfreight Public Company Limited announced that at its AGM held on 28 April 2025, approved the shareholders' meeting approved the dividend payment for the Company's operating results. For the year ended on December 31, 2024, the Company had a net profit, as shown on the separate financial statements, of THB 129,240,014 and allocated the profit as a legal reserve of THB 6,502,834 (at least 5% of the net profit of Separate financial statements) from 1st January 31st December, 2024 to the Company's shareholders of 819,796,192 shares (without considering the common shares repurchase from 1 January 31 March 2025) at the rate of THB 0.05 per share, totaling not over THB 47.14 million.
Upcoming Dividend • Mar 24Upcoming dividend of ฿0.058 per shareEligible shareholders must have bought the stock before 31 March 2025. Payment date: 27 May 2025. Payout ratio is a comfortable 29% but the company is not cash flow positive. Trailing yield: 3.5%. Lower than top quartile of Thai dividend payers (7.6%). Lower than average of industry peers (5.2%).
Reported Earnings • Mar 02Full year 2024 earnings released: EPS: ฿0.20 (vs ฿0.15 in FY 2023)Full year 2024 results: EPS: ฿0.20 (up from ฿0.15 in FY 2023). Revenue: ฿2.21b (up 39% from FY 2023). Net income: ฿167.9m (up 33% from FY 2023). Profit margin: 7.6% (down from 8.0% in FY 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 40% per year but the company’s share price has only fallen by 27% per year, which means it has not declined as severely as earnings.
공시 • Mar 01+ 1 more updateSonic Interfreight Public Company Limited, Annual General Meeting, Apr 28, 2025Sonic Interfreight Public Company Limited, Annual General Meeting, Apr 28, 2025, at 13:00 SE Asia Standard Time. Location: the spring ballroom 2, chatrium residence sathon, bangkok 291 naradhiwas rajanakarindra 24 alley, chong nonsi, yan nawa, bangkok 10120 Thailand
공시 • Feb 03Sonic Interfreight Public Company Limited Announces Change of Chief AccountantSonic Interfreight Public Company Limited announced the termination of Piyathida Tangoad as Chief Accountant, effective date of termination 01 Feb. 2025 and appointed Thanyapat Wongjaratkasam as Chief Accountant, effective date of appointment 03 Feb. 2025.
Reported Earnings • Nov 14Third quarter 2024 earnings released: EPS: ฿0.045 (vs ฿0.033 in 3Q 2023)Third quarter 2024 results: EPS: ฿0.045 (up from ฿0.033 in 3Q 2023). Revenue: ฿701.5m (up 89% from 3Q 2023). Net income: ฿37.5m (up 34% from 3Q 2023). Profit margin: 5.3% (down from 7.5% in 3Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 36% per year but the company’s share price has only fallen by 26% per year, which means it has not declined as severely as earnings.
Reported Earnings • Aug 16Second quarter 2024 earnings released: EPS: ฿0.055 (vs ฿0.039 in 2Q 2023)Second quarter 2024 results: EPS: ฿0.055 (up from ฿0.039 in 2Q 2023). Revenue: ฿519.5m (up 35% from 2Q 2023). Net income: ฿46.3m (up 45% from 2Q 2023). Profit margin: 8.9% (up from 8.3% in 2Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has fallen by 34% per year, which means it is performing significantly worse than earnings.
Reported Earnings • May 16First quarter 2024 earnings releasedFirst quarter 2024 results: Revenue: ฿468.4m (up 8.3% from 1Q 2023). Net income: ฿39.7m (up 7.6% from 1Q 2023). Profit margin: 8.5% (in line with 1Q 2023).
공시 • May 15Sonic Interfreight Public Company Limited Approves Management ChangesSonic Interfreight Public Company Limited informed that the Board of Directors Meeting No.2/2024 on May 14, 2024 passed the following important resolutions which must be report to The Stock Exchange of Thailand as follows: Approved the appointment of Dr. Pranai Kungwanrut as the Independent Director and Audit Committee. The Board of Director has considered that they has the knowledge, capability, and qualification in accordance with the relevant laws and company regulations. The newly appointed director will have the same term as the resigned Directors. These resignations and appointment of Directors will be effective on May 14, 2024, onwards. Approved the appointment of Mr. Yuttana Taepangtong as the Chairman of Nomination and Remuneration Committee. The Board of Director has considered that they has the knowledge, capability, and qualification in accordance with the relevant laws and company regulations. The newly appointed director will have the same term as the resigned Directors. These resignations and appointment of Directors will be effective on May 14, 2024, onwards. After appointing, Board of Directors of the Company are: Gen Suphot Malaniyom, Chairman of the Board of Director, Nomination and Remuneration Committee and Independent Director, Mr. Yuttana Taepangtong, Chairman of Audit Committee, Chairman of Nomination and Remuneration Committee and Independent Director, Mr. Rattawat suksaichol, Audit Committee and Independent Director, Dr. Pranai Kungwalrut, Audit Committee and Independent Director, Dr. Santisuk Kosiarpanant, Director, Nomination and Remuneration Committee, Chairman of Executive Committee and Chief Executive Officer, Mr. Ranut Lieolertsakulchai, Director and Executive Committee, Mr. Vuttichai Suriyavorawong, Director and Executive Committee, Mr. Panuwat Prathumsri, Director.
공시 • May 11Sonic Interfreight Public Company Limited Announces the Resignation Kanawath Aran from the Position of Independent Director, Audit Committee, Nomination and RemunerationSonic Interfreight Public Company Limited announced that Mr. Kanawath Aran has resigned from the position of Independent Director, Audit Committee, Nomination and Remuneration and all of the other position due to the mission in many areas, which will be effective from May 10, 2024 onwards. The Nomination and Remuneration Committee and the Board of Directors will select and appoint a new person to replace the resigned director and inform further.
공시 • Apr 27Sonic Interfreight Public Company Limited Approves Dividend for the Fiscal Year Ended December 31, 2023Sonic Interfreight Public Company Limited at its Annual General Meeting of Shareholders for the year of 2024 which was held on 26 April 2024, approved the dividend payment for the Company's operating results. For the year ended on 31 December, 2023, the Company had a net profit, as shown on the separate financial statements, of THB 99,373,779 and allocated the profit as a legal reserve of THB 5,026,666 (at least 5% of the net profit of Separate financial statements) from 1 January - 31 December, 2023 to the Company's shareholders of 841,343,992 shares (without considering the common shares repurchase from 1 January - 7 March 2024) at the rate of THB 0.05 per share, totaling not over THB 42.07 million.
Upcoming Dividend • Feb 29Upcoming dividend of ฿0.05 per shareEligible shareholders must have bought the stock before 07 March 2024. Payment date: 24 May 2024. Payout ratio is a comfortable 68% and this is well supported by cash flows. Trailing yield: 6.4%. Within top quartile of Thai dividend payers (6.3%). Higher than average of industry peers (4.2%).
Declared Dividend • Feb 26Dividend reduced to ฿0.05Dividend of ฿0.05 is 55% lower than last year. Ex-date: 7th March 2024 Payment date: 24th May 2024 Dividend yield will be 2.9%, which is lower than the industry average of 7.4%. Sustainability & Growth Dividend is covered by both earnings (68% earnings payout ratio) and cash flows (73% cash payout ratio). The dividend has increased by an average of 20% per year over the past 5 years and payments have been stable during that time. Earnings per share has grown by 6.7% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Reported Earnings • Feb 24Full year 2023 earnings released: EPS: ฿0.15 (vs ฿0.42 in FY 2022)Full year 2023 results: EPS: ฿0.15 (down from ฿0.42 in FY 2022). Revenue: ฿1.59b (down 58% from FY 2022). Net income: ฿126.1m (down 59% from FY 2022). Profit margin: 8.0% (down from 8.1% in FY 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.
공시 • Feb 24Sonic Interfreight Public Company Limited Proposes Dividend for the Fiscal Year Ended December 31, 2023, Payable on May 24, 2024Sonic Interfreight Public Company Limited announced the dividend payment, as resolved in the board of directors' meeting held on February 22, 2024, is approved for the fiscal year ended December 31, 2023. The net profit for the year, according to the financial statements specific to business operations, is THB 100,533,321. The allocation of reserves, as required by law, is THB 5,026,666 (at least 5% of net profit according to the financial statements specific to business operations). The resolution approves the distribution of dividends to the shareholders of the company from January 1, 2023 to December 31, 2023, totaling 841,343,992 shares at the rate of THB 0.05 per share, amounting not over THB 42.07 million. The company will finalize the list of shareholders entitled to receive dividends (Record Date) on March 8, 2024, and the dividend payment is scheduled for May 24, 2024. However, the entitlement to receive the dividends remains uncertain until approval at the Annual General Meeting of Shareholders for the year 2024.
공시 • Feb 23+ 1 more updateSonic Interfreight Public Company Limited, Annual General Meeting, Apr 26, 2024Sonic Interfreight Public Company Limited, Annual General Meeting, Apr 26, 2024, at 14:00 SE Asia Standard Time. Location: 291 Naradhiwas Rajanagarindra 24, Sathon, Bangkok Thailand Agenda: To consider approval of the minutes of the Annual General Meeting for the fiscal year 2023; to consider Acknowledgment of the reports on the company's performance for the fiscal year 2023 and the annual report of the Board of Directors; to consider the financial statements and profit and loss statements for the fiscal year ending on December 31, 2023, which have been audited by authorized accountants; to consider the allocation of profits for legal reserves and the distribution of dividends for the past fiscal year ending on December 31, 2023; to consider approval of the appointment of new directors to replace those who resigned; to consider director's remuneration for the year 2024; to consider approval of the appointment of auditors and determination of auditor remuneration for the year 2024; to consider approval of amendments to the company's regulations; to consider approval of the reduction of the company's registered capital; and to consider other matters.
Reported Earnings • Nov 14Third quarter 2023 earnings released: EPS: ฿0.033 (vs ฿0.13 in 3Q 2022)Third quarter 2023 results: EPS: ฿0.033 (down from ฿0.13 in 3Q 2022). Revenue: ฿372.0m (down 59% from 3Q 2022). Net income: ฿28.0m (down 69% from 3Q 2022). Profit margin: 7.5% (down from 10% 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 22% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Aug 11Second quarter 2023 earnings released: EPS: ฿0.039 (vs ฿0.13 in 2Q 2022)Second quarter 2023 results: EPS: ฿0.039 (down from ฿0.13 in 2Q 2022). Revenue: ฿386.0m (down 65% from 2Q 2022). Net income: ฿32.0m (down 66% from 2Q 2022). Profit margin: 8.3% (down from 8.5% in 2Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Jun 28Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to ฿1.47, the stock trades at a trailing P/E ratio of 4.9x. Average trailing P/E is 10x in the Logistics industry in Thailand. Total returns to shareholders of 54% over the past three years.
Reported Earnings • May 18First quarter 2023 earnings released: EPS: ฿0.049 (vs ฿0.13 in 1Q 2022)First quarter 2023 results: EPS: ฿0.049 (down from ฿0.13 in 1Q 2022). Revenue: ฿432.6m (down 65% from 1Q 2022). Net income: ฿36.9m (down 60% from 1Q 2022). Profit margin: 8.5% (up from 7.5% in 1Q 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 53% per year but the company’s share price has only increased by 27% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Mar 14Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to ฿2.26, the stock trades at a trailing P/E ratio of 5.6x. Average trailing P/E is 12x in the Logistics industry in Thailand. Total returns to shareholders of 208% over the past three years.
Upcoming Dividend • Mar 01Upcoming dividend of ฿0.11 per share at 3.9% yieldEligible shareholders must have bought the stock before 08 March 2023. Payment date: 26 May 2023. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 3.9%. Lower than top quartile of Thai dividend payers (5.6%). In line with average of industry peers (4.3%).
Reported Earnings • Feb 24Full year 2022 earnings released: EPS: ฿0.42 (vs ฿0.39 in FY 2021)Full year 2022 results: EPS: ฿0.42 (up from ฿0.39 in FY 2021). Revenue: ฿3.81b (up 14% from FY 2021). Net income: ฿307.6m (up 36% from FY 2021). Profit margin: 8.1% (up from 6.7% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 63% per year but the company’s share price has only increased by 45% per year, which means it is significantly lagging earnings growth.
Board Change • Dec 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. 1 highly experienced director. Assistant GM & Additional Director Panuwat Prathumsri was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Buying Opportunity • Oct 11Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 7.5%. The fair value is estimated to be ฿4.03, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 53% over the last 3 years. Earnings per share has grown by 70%.
Buying Opportunity • Sep 16Now 22% undervaluedOver the last 90 days, the stock is up 3.5%. The fair value is estimated to be ฿4.58, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 53% over the last 3 years. Earnings per share has grown by 70%.
Buying Opportunity • Aug 17Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 2.2%. The fair value is estimated to be ฿4.50, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 53% over the last 3 years. Earnings per share has grown by 70%.
Reported Earnings • Aug 14Second quarter 2022 earnings released: EPS: ฿0.13 (vs ฿0.076 in 2Q 2021)Second quarter 2022 results: EPS: ฿0.13 (up from ฿0.076 in 2Q 2021). Revenue: ฿1.10b (up 63% from 2Q 2021). Net income: ฿93.6m (up 124% from 2Q 2021). Profit margin: 8.5% (up from 6.2% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 70% per year but the company’s share price has only increased by 42% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Feb 28Upcoming dividend of ฿0.11 per shareEligible shareholders must have bought the stock before 07 March 2022. Payment date: 27 May 2022. Payout ratio is a comfortable 28% but the company is not cash flow positive. Trailing yield: 2.6%. Lower than top quartile of Thai dividend payers (5.1%). In line with average of industry peers (2.4%).
Reported Earnings • Feb 24Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: ฿0.39 (up from ฿0.11 in FY 2020). Revenue: ฿3.35b (up 148% from FY 2020). Net income: ฿226.1m (up 278% from FY 2020). Profit margin: 6.7% (up from 4.4% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 8.6%. Over the last 3 years on average, earnings per share has increased by 54% per year but the company’s share price has only increased by 45% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Dec 22Investor sentiment improved over the past weekAfter last week's 16% share price gain to ฿4.64, the stock trades at a trailing P/E ratio of 18.4x. Average trailing P/E is 29x in the Logistics industry in Thailand. Total returns to shareholders of 292% over the past three years.
Reported Earnings • Nov 12Third quarter 2021 earnings released: EPS ฿0.13 (vs ฿0.021 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: ฿998.3m (up 234% from 3Q 2020). Net income: ฿70.5m (up ฿58.9m from 3Q 2020). Profit margin: 7.1% (up from 3.9% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has increased by 43% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Aug 18Second quarter 2021 earnings released: EPS ฿0.076 (vs ฿0.011 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: ฿675.0m (up 136% from 2Q 2020). Net income: ฿41.8m (up ฿35.1m from 2Q 2020). Profit margin: 6.2% (up from 2.3% in 2Q 2020). The increase in margin was driven by higher revenue.
Valuation Update With 7 Day Price Move • Aug 16Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to ฿4.86, the stock trades at a trailing P/E ratio of 30.8x. Average forward P/E is 33x in the Logistics industry in Thailand. Total returns to shareholders of 391% over the past year.
Valuation Update With 7 Day Price Move • Jun 01Investor sentiment improved over the past weekAfter last week's 23% share price gain to ฿4.30, the stock trades at a trailing P/E ratio of 27.3x. Average forward P/E is 33x in the Logistics industry in Thailand. Total returns to shareholders of 314% over the past year.
Reported Earnings • May 15First quarter 2021 earnings released: EPS ฿0.074 (vs ฿0.024 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: ฿604.8m (up 94% from 1Q 2020). Net income: ฿40.7m (up 206% from 1Q 2020). Profit margin: 6.7% (up from 4.3% in 1Q 2020). The increase in margin was driven by higher revenue.
Valuation Update With 7 Day Price Move • Mar 22Investor sentiment improved over the past weekAfter last week's 23% share price gain to ฿3.20, the stock trades at a trailing P/E ratio of 29.4x. Average forward P/E is 27x in the Logistics industry in Thailand. Total returns to shareholders of 352% over the past year.
Reported Earnings • Feb 23Full year 2020 earnings released: EPS ฿0.11 (vs ฿0.085 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: ฿1.35b (up 18% from FY 2019). Net income: ฿59.8m (up 29% from FY 2019). Profit margin: 4.4% (up from 4.1% in FY 2019). The increase in margin was driven by higher revenue.
Analyst Estimate Surprise Post Earnings • Feb 23Revenue beats expectationsRevenue exceeded analyst estimates by 8.6%. Over the next year, revenue is forecast to grow 11%, compared to a 19% growth forecast for the Logistics industry in Thailand.
Valuation Update With 7 Day Price Move • Feb 20Investor sentiment improved over the past weekAfter last week's 20% share price gain to ฿2.76, the stock is trading at a trailing P/E ratio of 33.8x, up from the previous P/E ratio of 28.2x. This compares to an average P/E of 29x in the Logistics industry in Thailand. Total returns to shareholders over the past year are 205%.
Is New 90 Day High Low • Feb 17New 90-day high: ฿2.46The company is up 89% from its price of ฿1.30 on 19 November 2020. The Thai market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Logistics industry, which is up 26% over the same period.
Valuation Update With 7 Day Price Move • Feb 04Investor sentiment improved over the past weekAfter last week's 18% share price gain to ฿2.26, the stock is trading at a trailing P/E ratio of 27.7x, up from the previous P/E ratio of 23.5x. This compares to an average P/E of 26x in the Logistics industry in Thailand. Total returns to shareholders over the past year are 147%.
Is New 90 Day High Low • Jan 27New 90-day high: ฿1.92The company is up 52% from its price of ฿1.26 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 Logistics industry, which is up 25% over the same period.
Valuation Update With 7 Day Price Move • Jan 12Investor sentiment improved over the past weekAfter last week's 15% share price gain to ฿1.76, the stock is trading at a trailing P/E ratio of 21.6x, up from the previous P/E ratio of 18.8x. This compares to an average P/E of 26x in the Logistics industry in Thailand. Total returns to shareholders over the past year are 87%.
Is New 90 Day High Low • Jan 12New 90-day high: ฿1.76The company is up 35% from its price of ฿1.30 on 14 October 2020. The Thai market is up 21% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Logistics industry, which is up 25% over the same period.
Is New 90 Day High Low • Dec 17New 90-day high: ฿1.65The company is up 59% from its price of ฿1.04 on 18 September 2020. The Thai market is up 16% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Logistics industry, which is up 25% over the same period.
Valuation Update With 7 Day Price Move • Dec 04Market bids up stock over the past weekAfter last week's 18% share price gain to ฿1.53, the stock is trading at a trailing P/E ratio of 18.8x, up from the previous P/E ratio of 15.9x. This compares to an average P/E of 24x in the Logistics industry in Thailand. Total returns to shareholders over the past year are 58%.
Is New 90 Day High Low • Nov 20New 90-day high: ฿1.32The company is up 28% from its price of ฿1.03 on 21 August 2020. The Thai market is up 6.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Logistics industry, which is up 14% over the same period.
Reported Earnings • Nov 12Third quarter 2020 earnings released: EPS ฿0.021The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: ฿299.0m (up 6.1% from 3Q 2019). Net income: ฿11.5m (up 35% from 3Q 2019). Profit margin: 3.9% (up from 3.0% in 3Q 2019). The increase in margin was driven by higher revenue.
Valuation Update With 7 Day Price Move • Oct 12Market bids up stock over the past weekAfter last week's 18% share price gain to ฿1.23, the stock is trading at a trailing P/E ratio of 16.3x, up from the previous P/E ratio of 13.8x. This compares to an average P/E of 21x in the Logistics industry in Asia. Total returns to shareholders over the past year are 6.8%.
Is New 90 Day High Low • Oct 12New 90-day high: ฿1.23The company is up 19% from its price of ฿1.03 on 14 July 2020. The Thai market is down 5.0% over the last 90 days, indicating the company outperformed over that time. However, its price trend is similar to the Logistics industry, which is also up 19% over the same period.
