Triple i Logistics Beheer

Beheer criteriumcontroles 2/4

De CEO Triple i Logistics is Tipp Dalal, benoemd in Mar2017, heeft een ambtstermijn van 7.67 jaar. bezit rechtstreeks 18.92% van de aandelen van het bedrijf, ter waarde THB 829.18M. De gemiddelde ambtstermijn van het managementteam en de raad van bestuur bedraagt respectievelijk 7.8 jaar en 8 jaar.

Belangrijke informatie

Tipp Dalal

Algemeen directeur

n/a

Totale compensatie

Percentage CEO-salaris	n/a
Dienstverband CEO	7.7yrs
Eigendom CEO	18.9%
Management gemiddelde ambtstermijn	7.8yrs
Gemiddelde ambtstermijn bestuur	8yrs

Recente managementupdates

Recent updates

CEO

Tipp Dalal (57 yo)

7.7yrs

Tenure

Mr. Tipp Dalal is Executive Director of Asia Network International Public Company Limited from 2009. Mr. Dalal co-founded Triple i Logistics Public Company Limited in 1991 and serves as its Chief Executive...

Leiderschapsteam

Naam	Positie	Tenure	Compensatie	Eigendom
Tipp Dalal	CEO & Director	7.7yrs	geen gegevens	18.92% THB 829.2m
Viraj Nobnomtham	CFO & Director	7.8yrs	geen gegevens	19.08% THB 836.2m
Thanut Thatayanon	Executive Director	no data	geen gegevens	1.6% THB 70.2m
Jirod Panacharas	Executive Director	no data	geen gegevens	3.44% THB 151.0m
Chalermsak Karnchanawarin	Executive Director	no data	geen gegevens	3.71% THB 162.6m
Darunee Rakpongpiboon	Company Secretary & Director	8yrs	geen gegevens	1.02% THB 44.8m

7.8yrs

Gemiddelde duur

53.5yo

Gemiddelde leeftijd

Ervaren management: Het managementteam van III is doorgewinterd en ervaren (gemiddelde ambtstermijn van 7.8 jaar).

Bestuursleden

Naam	Positie	Tenure	Compensatie	Eigendom
Tipp Dalal	CEO & Director	16.8yrs	geen gegevens	18.92% THB 829.2m
Viraj Nobnomtham	CFO & Director	16.8yrs	geen gegevens	19.08% THB 836.2m
Thanut Thatayanon	Executive Director	16.8yrs	geen gegevens	1.6% THB 70.2m
Jirod Panacharas	Executive Director	8.4yrs	geen gegevens	3.44% THB 151.0m
Chalermsak Karnchanawarin	Executive Director	6.6yrs	geen gegevens	3.71% THB 162.6m
Darunee Rakpongpiboon	Company Secretary & Director	16.8yrs	geen gegevens	1.02% THB 44.8m
Apichart Chirabandhu	Independent Director	7.7yrs	฿839.00k	geen gegevens
Woodtipong Moleechad	Independent Vice Chairman	7.7yrs	฿1.58m	geen gegevens
Vipoota Trakulhoon	Independent Director	7.7yrs	฿829.00k	geen gegevens
Krirkkrai Jirapaet	Independent Chairman of the Board	7.7yrs	฿2.09m	geen gegevens

8.0yrs

Gemiddelde duur

57.5yo

Gemiddelde leeftijd

Ervaren bestuur: De raad van bestuur van III wordt beschouwd als ervaren (gemiddelde ambtstermijn 8 jaar).

Triple i Logistics Beheer

Beheer criteriumcontroles 2/4

Belangrijke informatie

Recente managementupdates

Triple I Logistics Public Company Limited Announces Appointment of Directors of Sub-Committees

Triple i Logistics Public Company Limited, Annual General Meeting, Apr 23, 2024

Less than half of directors are independent

Less than half of directors are independent

Triple i Logistics Public Company Limited, Annual General Meeting, Apr 19, 2022

Triple i Logistics Public Company Limited Announces Resignation of Teeranit Isarangkul Na Ayudhaya as Director

Recent updates

Third quarter 2024 earnings: EPS in line with analyst expectations despite revenue beat

Consensus revenue estimates increase by 13%, EPS downgraded

First half dividend reduced to ฿0.12

Second quarter 2024 earnings released: EPS: ฿0.13 (vs ฿0.20 in 2Q 2023)

Triple I Logistics Public Company Limited Announces Interim Cash Dividend for Operating Period from January 1, 2024 to June 30, 2024, Payable on September 5, 2024

New minor risk - Share price stability

Investor sentiment deteriorates as stock falls 15%

First quarter 2024 earnings released: EPS: ฿0.15 (vs ฿0.20 in 1Q 2023)

Triple I Logistics Public Company Limited Announces Appointment of Directors of Sub-Committees

Upcoming dividend of ฿0.18 per share

Consensus revenue estimates fall by 21%

Price target decreased by 7.3% to ฿13.22

Final dividend reduced to ฿0.18

Triple i Logistics Public Company Limited, Annual General Meeting, Apr 23, 2024

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

Triple i Logistics Public Company Limited Proposes Dividend for the Year 2023, Payable on May 16, 2024

Price target decreased by 8.1% to ฿13.92

Third quarter 2023 earnings released: EPS: ฿0.20 (vs ฿0.23 in 3Q 2022)

Now 24% undervalued after recent price drop

Upcoming dividend of ฿0.20 per share at 4.6% yield

Triple i Logistics Public Company Limited (SET:III) announces an Equity Buyback for 25,000,000 shares, representing 3.1% for THB 300 million.

New major risk - Earnings quality

Second quarter 2023 earnings: EPS and revenues miss analyst expectations

New major risk - Revenue and earnings growth

Price target decreased by 12% to ฿15.10

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

Consensus revenue estimates decrease by 16%

Upcoming dividend of ฿0.40 per share at 4.0% yield

Full year 2022 earnings released: EPS: ฿1.25 (vs ฿0.62 in FY 2021)

Less than half of directors are independent

Third quarter 2022 earnings released: EPS: ฿0.23 (vs ฿0.16 in 3Q 2021)

Price target decreased to ฿18.30

Now 20% undervalued after recent price drop

Upcoming dividend of ฿0.15 per share

Triple i Logistics Public Company Limited Announces Interim Dividend For Operating Period from 01 January 2022 to 30 June 2022, Payable on 09 September 2022

Second quarter 2022 earnings: EPS and revenues miss analyst expectations

Now 20% undervalued after recent price drop

Now 20% undervalued after recent price drop

First quarter 2022 earnings: EPS and revenues miss analyst expectations

Less than half of directors are independent

Triple I Logistics Public Company Limited Approves Payment of Dividend for the Year 2021, Payable on May 17, 2022

Upcoming dividend of ฿0.30 per share

Triple i Logistics Public Company Limited, Annual General Meeting, Apr 19, 2022

Full year 2021 earnings: EPS and revenues exceed analyst expectations

Triple i Logistics Public Company Limited Proposes Annual Dividend Payment for the Year 2021, Payable on 17 May 2022

Triple i Logistics Public Company Limited Announces Resignation of Teeranit Isarangkul Na Ayudhaya as Director

Third quarter 2021 earnings released: EPS ฿0.17 (vs ฿0.096 in 3Q 2020)

Upcoming dividend of ฿0.10 per share

Price target increased to ฿14.48

Consensus revenue estimates increase to ฿2.53b

Price target increased to ฿11.47

Triple i Logistics Public Company Limited (SET:III) entered into information memorandum to acquire additional 8% stake in A.T.P. Friend Services Co., Ltd. from Thaweechok Saetang, Patcharatorn Thewarit, Satheranat Lapkaiwan and Ekkalak Pintafai for THB 28 million.

Second quarter 2021 earnings released: EPS ฿0.14 (vs ฿0.057 in 2Q 2020)

Investor sentiment improved over the past week

Price target increased to ฿9.58

Consensus revenue estimates increase to ฿2.14b

First quarter 2021 earnings released: EPS ฿0.13 (vs ฿0.037 in 1Q 2020)

Upcoming dividend of ฿0.10 per share

Price target increased to ฿8.20

Analysts increase EPS estimates to ฿0.29

New 90-day high: ฿7.40

Triple i Logistics Public Company Limited, Annual General Meeting, Apr 20, 2021

Full year 2020 earnings released: EPS ฿0.27 (vs ฿0.27 in FY 2019)

Revenue and earnings beat expectations

New 90-day high: ฿6.80

Price target raised to ฿6.40

New 90-day high: ฿6.65

Market bids up stock over the past week

New 90-day high: ฿5.05