Charoen Pokphand Foods Toekomstige groei

Future criteriumcontroles 3/6

Charoen Pokphand Foods zal naar verwachting groeien in winst en omzet met respectievelijk 26.2% en 3.1% per jaar. De winst per aandeel zal naar verwachting groeien met 26.4% per jaar. Het rendement op het eigen vermogen zal over 3 jaar naar verwachting 6.4% zijn.

Belangrijke informatie

26.2%

Groei van de winst

26.4%

Groei van de winst per aandeel

Food winstgroei	20.8%
Inkomstengroei	3.1%
Toekomstig rendement op eigen vermogen	6.4%
Dekking van analisten	Good
Laatst bijgewerkt	01 Nov 2024

Recente toekomstige groei-updates

Recent updates

Winst- en omzetgroeiprognoses

SET:CPF - Toekomstschattingen van analisten en financiële gegevens uit het verleden (THB Millions )
Datum	Inkomsten	Inkomsten	Vrije kasstroom	Geldmiddelen uit operationele activiteiten	Gem. Aantal analisten
12/31/2026	630,494	17,369	23,936	39,041	10
12/31/2025	609,383	16,613	28,614	41,726	13
12/31/2024	589,960	17,751	29,469	50,051	12
6/30/2024	584,638	5,487	37,989	57,641	N/A
3/31/2024	585,667	-2,097	22,554	43,983	N/A
12/31/2023	589,617	-5,837	13,052	35,360	N/A
9/30/2023	601,596	-4,059	-677	22,302	N/A
6/30/2023	617,448	2,858	991	25,731	N/A
3/31/2023	623,367	7,858	4,100	30,577	N/A
12/31/2022	618,115	13,414	5,899	33,544	N/A
9/30/2022	596,737	18,308	4,755	32,891	N/A
6/30/2022	563,189	7,814	-13,351	12,640	N/A
3/31/2022	536,235	8,328	-21,834	3,401	N/A
12/31/2021	516,777	12,428	-17,999	6,420	N/A
9/30/2021	529,278	12,118	5,739	30,066	N/A
6/30/2021	560,030	24,965	34,324	59,846	N/A
3/31/2021	574,317	26,257	44,451	70,088	N/A
12/31/2020	593,129	25,420	43,991	71,038	N/A
9/30/2020	583,747	23,022	32,472	60,575	N/A
6/30/2020	558,604	21,610	19,584	48,123	N/A
3/31/2020	548,539	19,685	19,445	46,840	N/A
12/31/2019	535,618	17,856	14,935	40,609	N/A
9/30/2019	538,652	15,538	7,133	31,524	N/A
6/30/2019	547,292	14,381	5,825	31,221	N/A
3/31/2019	549,834	16,162	-1,645	24,574	N/A
12/31/2018	545,068	14,931	-13,574	15,294	N/A
9/30/2018	530,032	15,564	-18,853	13,892	N/A
6/30/2018	515,030	15,607	-23,077	10,096	N/A
3/31/2018	504,658	13,742	N/A	16,495	N/A
12/31/2017	503,734	14,746	N/A	17,256	N/A
9/30/2017	494,219	14,310	N/A	15,297	N/A
6/30/2017	490,166	14,698	N/A	16,363	N/A
3/31/2017	480,927	14,844	N/A	24,784	N/A
12/31/2016	466,792	14,703	N/A	31,231	N/A
9/30/2016	457,022	14,513	N/A	38,788	N/A
6/30/2016	446,448	12,900	N/A	44,177	N/A
3/31/2016	433,354	11,867	N/A	28,808	N/A
12/31/2015	424,768	11,059	N/A	20,862	N/A
9/30/2015	424,274	10,318	N/A	16,670	N/A
6/30/2015	424,813	10,905	N/A	14,335	N/A
3/31/2015	426,922	11,468	N/A	24,287	N/A
12/31/2014	428,193	10,562	N/A	23,208	N/A
9/30/2014	421,770	11,509	N/A	15,158	N/A
6/30/2014	414,572	9,999	N/A	14,458	N/A
3/31/2014	401,836	8,089	N/A	6,907	N/A
12/31/2013	390,921	7,065	N/A	9,452	N/A

Toekomstige groeivoorspellingen analisten

Verdiensten versus spaarpercentage: De verwachte winstgroei CPF ( 26.2% per jaar) ligt boven de spaarquote ( 2% ).

Winst versus markt: De winst van CPF ( 26.2% per jaar) zal naar verwachting sneller groeien dan de TH markt ( 16.2% per jaar).

Hoge groeiwinsten: De winst van CPF zal naar verwachting de komende 3 jaar aanzienlijk groeien.

Omzet versus markt: De omzet van CPF ( 3.1% per jaar) zal naar verwachting langzamer groeien dan de markt TH ( 6.4% per jaar).

Hoge groei-inkomsten: De omzet van CPF ( 3.1% per jaar) zal naar verwachting langzamer groeien dan 20% per jaar.

Groeiprognoses winst per aandeel

Toekomstig rendement op eigen vermogen

Toekomstige ROE: Het rendement op eigen vermogen CPF zal naar verwachting over 3 jaar laag zijn ( 6.4 %).

Charoen Pokphand Foods Toekomstige groei

Future criteriumcontroles 3/6

Belangrijke informatie

Recente toekomstige groei-updates

Price target increased by 12% to ฿27.71

Consensus EPS estimates fall from profit to ฿0.11 loss

Consensus EPS estimates fall by 29%

Consensus EPS estimates fall by 68%

Consensus EPS estimates fall by 13%

Consensus EPS estimates fall by 11%

Recent updates

Now 21% undervalued

Upcoming dividend of ฿0.45 per share

Charoen Pokphand Foods Public Company Limited Announces Interim Cash Dividend for the Operating Period from 01 January 2024 to 30 June 2024, Payable on 13 September 2024

Second quarter 2024 earnings: EPS exceeds analyst expectations

Price target increased by 12% to ฿27.71

First quarter 2024 earnings released: EPS: ฿0.11 (vs ฿0.36 loss in 1Q 2023)

Charoen Pokphand Foods Public Company Limited Approves Omission of Annual Dividend Payment for the Year 2023

Full year 2023 earnings: EPS exceeds analyst expectations while revenues lag behind

Charoen Pokphand Foods Public Company Limited Proposes Omission of Dividend for the Year 2023

Charoen Pokphand Foods Public Company Limited Approves Board Changes

Third quarter 2023 earnings: EPS exceeds analyst expectations while revenues lag behind

Consensus EPS estimates fall from profit to ฿0.11 loss

Consensus EPS estimates fall by 29%

Consensus EPS estimates fall by 68%

New major risk - Dividend sustainability

Second quarter 2023 earnings: EPS exceeds analyst expectations while revenues lag behind

Consensus EPS estimates fall by 13%

First quarter 2023 earnings: EPS and revenues miss analyst expectations

Upcoming dividend of ฿0.35 per share at 3.7% yield

Consensus EPS estimates fall by 11%

Charoen Pokphand Foods Public Company Limited (SET:CPF) announces an Equity Buyback for 200,000,000 shares, representing 2.32% for THB 5,000 million.

Third quarter 2022 earnings: EPS misses analyst expectations

Upcoming dividend of ฿0.40 per share

Second quarter 2022 earnings: EPS and revenues miss analyst expectations

Charoen Pokphand Foods Public Company Limited Announces Board Committee Changes

Charoen Pokphand Foods Public Company Limited Announces Resignation of Pongsak Angkasith as an Independent Director and Member of Audit Committee and Remuneration and Nominating Committee

Metro Reportedly Looks to Sell India Operations

First quarter 2022 earnings: Revenues and EPS in line with analyst expectations

Upcoming dividend of ฿0.25 per share

Consensus forecasts updated

Full year 2021 earnings: Revenues exceed analysts expectations while EPS lags behind

Charoen Pokphand Foods Public Company Limited Proposes Dividend for the Year 2021, Payable on May 25, 2022

Third quarter 2021 earnings released: ฿0.69 loss per share (vs ฿0.91 profit in 3Q 2020)

Vice Chairman Chingchai Lohawatanakul has left the company

Upcoming dividend of ฿0.40 per share

Second quarter 2021 earnings released: EPS ฿0.57 (vs ฿0.72 in 2Q 2020)

Price target decreased to ฿34.51

Charoen Pokphand Foods plc Launches Plant-Based "Meat Zero", Eyeing to Make it Top 3 Alternative Meat Brand in 3-5 Years

First quarter 2021 earnings released: EPS ฿0.85 (vs ฿0.73 in 1Q 2020)

Upcoming dividend of ฿0.60 per share

Charoen Pokphand Foods Public Company Limited Announces Interim Dividend, Payable on May 28, 2021

Charoen Pokphand Foods Public Company Limited (SET:CPF) agreed to acquire additional 43.3% stake in C P Aquaculture (India) Private Limited from Charoen Pokphand Group Co., Ltd. and CT Progressive for approximately INR 3.5 billion.

New 90-day high: ฿30.75

Revenue and earnings beat expectations

Full year 2020 earnings released: EPS ฿3.14 (vs ฿2.18 in FY 2019)

Charoen Pokphand Foods Public Company Limited, Annual General Meeting, Apr 30, 2021

Analysts update estimates

Third quarter 2020 earnings released: EPS ฿0.91

Revenue and earnings beat expectations

New 90-day low: ฿25.25

New 90-day low: ฿27.50

New 90-day low - ฿29.50

First half earnings released

Winst- en omzetgroeiprognoses

Toekomstige groeivoorspellingen analisten

Groeiprognoses winst per aandeel

Toekomstig rendement op eigen vermogen

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