TU logo

Thai Union Group Public Company Limited Stock Price

SET:TU Community·฿44.3b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 14 Fair Values set on narratives written by author

TU Share Price Performance

฿11.50
1.30 (12.75%)
฿13.19
Fair Value
฿11.50
1.30 (12.75%)
12.8% undervalued intrinsic discount
฿13.19
Fair Value
Price ฿11.50
AnalystConsensusTarget ฿13.19
AnalystLowTarget ฿10.60
AnalystHighTarget ฿15.00

TU Community Narratives

·
Fair Value ฿13.19 12.8% undervalued intrinsic discount

Partnership With Mitsubishi Will Unlock New Global Opportunities

0users have liked this narrative
0users have commented on this narrative
8users have followed this narrative
·
Fair Value ฿10.6 8.5% overvalued intrinsic discount

Rising Plant-Based Competition Will Choke Traditional Seafood Lines

0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
·
Fair Value ฿15 23.3% undervalued intrinsic discount

Rising Global Protein Demand Will Fuel Sustainable Market Expansion

0users have liked this narrative
0users have commented on this narrative
1users have followed this narrative
฿10.6
8.5% overvalued intrinsic discount
Revenue
1.78% p.a.
Profit Margin
3.78%
Future PE
8.23x
Price in 2029
฿13.61
฿13.19
12.8% undervalued intrinsic discount
Revenue
2.72% p.a.
Profit Margin
3.78%
Future PE
9.64x
Price in 2029
฿16.92

Trending Discussion

Updated Narratives

TU logo

TU: Ecuador Aquaculture Investment Will Support Dividend Upside And Earnings Rerating

Fair Value: ฿15 23.3% undervalued intrinsic discount
1 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
TU logo

TU: Ecuador Aquaculture Spend And 2025 Dividend Plan Will Shape Fair Outlook

Fair Value: ฿10.6 8.5% overvalued intrinsic discount
0 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
TU logo

TU: Fair Value Outlook Will Reflect Governance Decisions On Share Distribution

Fair Value: ฿13.19 12.8% undervalued intrinsic discount
8 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Undervalued with mediocre balance sheet.

2 Risks
3 Rewards

Thai Union Group Public Company Limited Key Details

฿132.7b

Revenue

฿107.6b

Cost of Revenue

฿25.1b

Gross Profit

฿20.5b

Other Expenses

฿4.6b

Earnings

Last Reported Earnings
Dec 31, 2025
Next Reporting Earnings
May 05, 2026
1.20
18.94%
3.47%
147.6%
View Full Analysis

About TU

Founded
1977
Employees
n/a
CEO
Thiraphong Chansiri
WebsiteView website
www.thaiunion.com

Thai Union Group Public Company Limited, together with its subsidiaries, manufactures and sells frozen, chilled, and canned seafood in Thailand and internationally. The company operates through four segments: Ambient Seafood; Frozen and Chilled Seafood and Related Businesses; Pet food; and Value-Added and Other Businesses. It provides ambient seafood products, including tuna, sardines, mackerel, herring, and salmon for retail and wholesale customers; frozen and chilled seafood products, such as shrimp, lobster, and crab that are sold directly to restaurants, hotels, caterers, and retail customers; ready-to-cook or ready-to-serve products, and bakery treats; marine ingredients for use in consumer goods, such as infant formula, cosmetics, dietary supplements, and clinical nutrition; and pet care products comprising wet-based food and treats. The company offers its products under the Chicken of the Sea, Genova, John West, Petit Navire, Parmentier, King Oscar, Mareblu, Rügen Fisch, Sealect, Fisho, QFresh, MONORI, Bellotta, Marvo, ChangeTer, Calico Bay, Paramount, and Zeavita brand names. It also manufactures and distributes animal feeds, frozen food, aquatic animals, ingredient products, canned tuna, seafood, and smoked salmon products, as well as distributes shrimp feeds. In addition, the company offers packaging, printing, training and management, e-commerce, consultancy, and property rental services. Further, it is involved in the tuna oil refinery, shrimp farming, and shrimp breeding and hatchery businesses; import and distribution of pet food and pet related products; import of seafood; and operation of seafood restaurant outlets. The company was formerly known as Thai Union Frozen Products Public Company Limited and changed its name to Thai Union Group Public Company Limited in September 2015. The company was founded in 1977 and is headquartered in Mueang Samut Sakhon, Thailand.

Recent TU News & Updates

TU: Ecuador Aquaculture Investment Will Support Dividend Upside And Earnings Rerating

Analysts have maintained their THB 15.0 price target for Thai Union Group, with only slight tweaks to inputs such as the discount rate, revenue growth, profit margin, and future P/E used in their valuation work. What's in the News The AGM on 8 April 2026 is scheduled to consider a dividend from the 2025 net profit of up to THB 2,698.57 million, with a proposed final dividend of about THB 1,349.28 million or THB 0.35 per share, subject to shareholder approval (Key Developments).

TU: Ecuador Expansion And Dividend Payout Will Support Re Rated Earnings Multiple

Analysts have adjusted their price target on Thai Union Group slightly lower from THB15.30 to THB15.00, reflecting updated assumptions around the discount rate, revenue growth, profit margin and future P/E expectations. What's in the News At its meeting on 12 February 2026, the board approved an investment project for the construction of an aquaculture business in Ecuador, pointing to ongoing expansion of the group’s seafood supply footprint (Key Developments).

TU: Ecuador Aquaculture Spend And 2025 Dividend Plan Will Shape Fair Outlook

Analysts have adjusted their price target on Thai Union Group slightly lower to THB10.60 from THB10.75, reflecting modest tweaks to assumptions for revenue growth, profit margin and future P/E, while keeping the discount rate broadly similar. What's in the News The upcoming AGM on 8 April 2026 will consider a proposed dividend from 2025 net profit, with a total amount not exceeding THB 2,698.57m, subject to shareholder approval (Key Developments).

Recent updates

No updates