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Berli Jucker

BST:NVP8
Snowflake Description

Second-rate dividend payer and slightly overvalued.

The Snowflake is generated from 30 checks in 5 different areas, read more below.
NVP8
BST
฿204B
Market Cap
  1. Home
  2. DE
  3. Consumer Retailing
Company description

Berli Jucker Public Company Limited manufactures, distributes, and services in the areas of packaging, consumer, healthcare and technical, modern retail supply chain, and other group businesses in Thailand. The last earnings update was 50 days ago. More info.


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NVP8 Share Price and Events
7 Day Returns
-0.9%
BST:NVP8
-0.2%
Europe Consumer Retailing
2.5%
DE Market
1 Year Returns
-5.3%
BST:NVP8
1.1%
Europe Consumer Retailing
-6.7%
DE Market
NVP8 Shareholder Return
  7 Day 30 Day 90 Day 1 Year 3 Year 5 Year
Berli Jucker (NVP8) -0.9% 1.7% 13.4% -5.3% 55.9% 30.5%
Europe Consumer Retailing -0.2% 0% 4.1% 1.1% -5.3% -9%
DE Market 2.5% 3.3% 9.2% -6.7% 9% 13.5%
1 Year Return vs Industry and Market
  • NVP8 underperformed the Consumer Retailing industry which returned 1.1% over the past year.
  • NVP8 outperformed the Market in Germany which returned -6.7% over the past year.
Price Volatility
NVP8
Industry
5yr Volatility vs Market
Related Companies

Sorry, no analysis for Berli Jucker's competitors could be found in our database.

NVP8 Value

 Is Berli Jucker undervalued based on future cash flows and its price relative to the stock market?

Value is all about what a company is worth versus what price it is available for. If you went into a grocery store and all the bananas were on sale at half price, they could be considered undervalued.
INTRINSIC VALUE BASED ON FUTURE CASH FLOWS
Here we compare the current share price of Berli Jucker to its discounted cash flow analysis.value.

The discounted cash flow value is simply looking at what the company is worth today, based on estimates of how much money it is expected to make in the future.
Raw Data

Below are the data sources, inputs and calculation used to determine the intrinsic value for Berli Jucker.

BST:NVP8 Discounted Cash Flow Data Sources
Data Point Source Value
Valuation Model 2 Stage Free Cash Flow to Equity
Levered Free Cash Flow Average of 16 Analyst Estimates (S&P Global) See below
Discount Rate (Cost of Equity) See below 5.2%
Perpetual Growth Rate 10-Year DE Government Bond Rate 0.2%

An important part of a discounted cash flow is the discount rate, below we explain how it has been calculated.

Calculation of Discount Rate/ Cost of Equity for BST:NVP8
Data Point Calculation/ Source Result
Risk-Free Rate 10-Year DE Govt Bond Rate 0.2%
Equity Risk Premium S&P Global 6%
Consumer Retailing Unlevered Beta Simply Wall St/ S&P Global 0.47
Re-levered Beta = Unlevered beta (1 + (1- tax rate) (Debt/Equity))
= 0.465 (1 + (1- 20%) (78.33%))
0.837
Levered Beta Levered Beta limited to 0.8 to 2.0
(practical range for a stable firm)
0.84
Discount Rate/ Cost of Equity = Cost of Equity = Risk Free Rate + (Levered Beta * Equity Risk Premium)
= 0.23% + (0.837 * 5.96%)
5.22%

Discounted Cash Flow Calculation for BST:NVP8 using 2 Stage Free Cash Flow to Equity Model

The calculations below outline how an intrinsic value for Berli Jucker is arrived at by discounting future cash flows to their present value using the 2 stage method. We try to start with analysts estimates of free cash flow, however if these are not available we use the most recent financial results. In the 1st stage we continue to grow the free cash flow over a 10 year period, with the growth rate trending towards the perpetual growth rate used in the 2nd stage. The 2nd stage assumes the company grows at a stable rate into perpetuity.

BST:NVP8 DCF 1st Stage: Next 10 year cash flow forecast
Levered FCF (THB, Millions) Source Present Value
Discounted (@ 5.22%)
2019 7,132.16 Analyst x6 6,778.59
2020 10,442.55 Analyst x7 9,432.84
2021 11,915.57 Analyst x6 10,229.84
2022 19,185.00 Analyst x1 15,654.31
2023 19,867.00 Analyst x1 15,407.15
2024 20,366.65 Est @ 2.51% 15,011.63
2025 20,739.13 Est @ 1.83% 14,528.36
2026 21,018.82 Est @ 1.35% 13,994.34
2027 21,231.62 Est @ 1.01% 13,435.24
2028 21,396.61 Est @ 0.78% 12,868.42
Present value of next 10 years cash flows ฿127,340.72
BST:NVP8 DCF 2nd Stage: Terminal Value
Calculation Result
Terminal Value = FCF2028 × (1 + g) ÷ (Discount Rate – g)
= ฿21,396.61 × (1 + 0.23%) ÷ (5.22% – 0.23%)
฿429,935.85
Present Value of Terminal Value = Terminal Value ÷ (1 + r)10
= ฿429,935.85 ÷ (1 + 5.22%)10
฿258,573.43
BST:NVP8 Total Equity Value
Calculation Result
Total Equity Value = Present value of next 10 years cash flows + Terminal Value
= ฿127,340.72 + ฿258,573.43
฿385,914.15
Equity Value per Share
(THB)
= Total value / Shares Outstanding
= ฿385,914.15 / 4,002.96
฿96.41
BST:NVP8 Discount to Share Price
Calculation Result
Non-primary Listing Adjustment Factor 1 share in BST:NVP8 represents 0.02712x of SET:BJC
(This could be a different class, a depositary receipt, a different currency, or all of these things.)
0.02712x
Value per Share
(Listing Adjusted, EUR)
= Value per Share (THB) x Listing Adjustment Factor
= ฿ 96.41 x 0.02712
€2.61
Value per share (EUR) From above. €2.61
Current discount Discount to share price of €1.38
= -1 x (€1.38 - €2.61) / €2.61
47.1%

Learn more about our DCF calculations in Simply Wall St’s analysis model .

Current Discount
Amount off the current price Berli Jucker is available for.
Intrinsic value
47%
Share price is €1.38 vs Future cash flow value of €2.61
Current Discount Checks
For Berli Jucker to be considered undervalued it must be available for at least 20% below the current price. Less than 40% is even better.
  • Berli Jucker's share price is below the future cash flow value, and at a moderate discount (> 20%).
  • Berli Jucker's share price is below the future cash flow value, and at a substantial discount (> 40%).
PRICE RELATIVE TO MARKET
We can also value a company based on what the stock market is willing to pay for it. This is similar to the price of fruit (e.g. Mangoes or Avocados) increasing when they are out of season, or how much your home is worth.

The amount the stock market is willing to pay for Berli Jucker's earnings, growth and assets is considered below, and whether this is a fair price.
Price based on past earnings
Are Berli Jucker's earnings available for a low price, and how does this compare to other companies in the same industry?
Raw Data
BST:NVP8 PE (Price to Earnings) Ratio Data Sources
Data Point Source Value
Earnings Per Share * Company Filings (2018-12-31) in THB ฿1.66
SET:BJC Share Price ** SET (2019-04-18) in THB ฿51
Europe Consumer Retailing Industry PE Ratio Median Figure of 32 Publicly-Listed Consumer Retailing Companies 19.26x
Germany Market PE Ratio Median Figure of 421 Publicly-Listed Companies 19.69x

* Trailing twelve months (TTM) annual GAAP earnings per share excluding extraordinary items.

** Primary Listing of Berli Jucker.

BST:NVP8 PE (Price to Earnings) Ratio Calculation
Calculation Outcome
PE Ratio

= SET:BJC Share Price ÷ EPS (both in THB)

= 51 ÷ 1.66

30.67x

Learn more about our ratios and growth rates in Simply Wall St’s analysis model >

  • Berli Jucker is overvalued based on earnings compared to the Europe Consumer Retailing industry average.
  • Berli Jucker is overvalued based on earnings compared to the Germany market.
Price based on expected Growth
Does Berli Jucker's expected growth come at a high price?
Raw Data
BST:NVP8 PEG (Price to Earnings to Growth) Ratio Data Sources
Data Point Source Value
PE Ratio See PE Ratio Section 30.67x
Net Income Annual Growth Rate See Future Growth Section.
Line of Best Fit* through Consensus Estimate Earnings of 16 Analysts
9.1%per year
Europe Consumer Retailing Industry PEG Ratio Median Figure of 24 Publicly-Listed Consumer Retailing Companies 1.71x
Germany Market PEG Ratio Median Figure of 270 Publicly-Listed Companies 1.58x

*Line of best fit is calculated by linear regression .

BST:NVP8 PEG (Price to Earnings to Growth) Ratio Calculation
Calculation Outcome
PEG Ratio

= PE Ratio ÷ Net Income Annual Growth Rate

= 30.67x ÷ 9.1%

3.36x

Learn more about our ratios and growth rates in Simply Wall St’s analysis model >

  • Berli Jucker is poor value based on expected growth next year.
Price based on value of assets
What value do investors place on Berli Jucker's assets?
Raw Data
BST:NVP8 PB (Price to Book) Ratio Data Sources
Data Point Source Value
Book Value per Share Company Filings (2018-12-31) in THB ฿27.61
SET:BJC Share Price * SET (2019-04-18) in THB ฿51
Europe Consumer Retailing Industry PB Ratio Median Figure of 41 Publicly-Listed Consumer Retailing Companies 1.55x
Germany Market PB Ratio Median Figure of 570 Publicly-Listed Companies 1.87x
BST:NVP8 PB (Price to Book) Ratio Calculation
Calculation Outcome
PB Ratio

= SET:BJC Share Price ÷ Book Value per Share (both in THB)

= 51 ÷ 27.61

1.85x

* Primary Listing of Berli Jucker.

Learn more about our ratios and growth rates in Simply Wall St’s analysis model >

  • Berli Jucker is overvalued based on assets compared to the Europe Consumer Retailing industry average.
X
Value checks
We assess Berli Jucker's value by looking at:
  1. Is the discounted cash flow value less than 20%, or 40% of the share price? (2 checks) ( Click here or on bar chart for details of DCF calculation. )
  2. Is the PE ratio less than the market average, and/ or less than the Consumer Retailing industry average (and greater than 0)? (2 checks)
  3. Is the PEG ratio within a reasonable range (0 to 1)? (1 check)
  4. Is the PB ratio less than the Consumer Retailing industry average (and greater than 0)? (1 check)
  5. Berli Jucker has a total score of 2/6, see the detailed checks below.

    Note: We use GAAP Earnings per Share in all our calculations including PE and PEG Ratio.

    Full details on the Value part of the Simply Wall St company analysis model.

NVP8 Future Performance

 How is Berli Jucker expected to perform in the next 1 to 3 years based on estimates from 16 analysts?

The future performance of a company is measured in the same way as past performance, by looking at estimated growth and how much profit it is expected to make.

Future estimates come from professional analysts. Just like forecasting the weather, they don’t always get it right!
Annual Growth Rate
9.1%
Expected annual growth in earnings.
Earnings growth vs Low Risk Savings
Is Berli Jucker expected to grow at an attractive rate?
  • Berli Jucker's earnings growth is expected to exceed the low risk savings rate of 0.2%.
Growth vs Market Checks
  • Berli Jucker's earnings growth is positive but not above the Germany market average.
  • Berli Jucker's revenue growth is expected to exceed the Germany market average.
Annual Growth Rates Comparison
Raw Data
BST:NVP8 Future Growth Rates Data Sources
Data Point Source Value (per year)
BST:NVP8 Future Earnings Growth Rate Line of Best Fit* through Consensus Estimate Earnings of 16 Analysts 9.1%
BST:NVP8 Future Revenue Growth Rate Line of Best Fit* through Consensus Estimate Revenue of 16 Analysts 6%
Europe Consumer Retailing Industry Earnings Growth Rate Market Cap Weighted Average 12.2%
Europe Consumer Retailing Industry Revenue Growth Rate Market Cap Weighted Average 3.8%
Germany Market Earnings Growth Rate Market Cap Weighted Average 11.7%
Germany Market Revenue Growth Rate Market Cap Weighted Average 4.8%

*Line of best fit is calculated by linear regression .

Industry and Market average data is calculated daily.

Learn more about our growth rate calculations in Simply Wall St’s analysis model.

Analysts growth expectations
Raw Data
BST:NVP8 Analysts Growth Expectations Data Sources
Data Point Source Value
Past Financials Company Filings (3 months ago) See Below
Future Estimates Average of up to 16 Analyst Estimates (S&P Global) See Below
All numbers in THB Millions and using Trailing twelve months (TTM) annual period rather than quarterly.
BST:NVP8 Future Estimates Data
Date (Data in THB Millions) Revenue Cash Flow Net Income * Avg. No. Analysts
2023-12-31
2022-12-31
2021-12-31 189,855 19,111 8,702 7
2020-12-31 180,356 17,374 8,003 15
2019-12-31 169,750 16,805 7,101 16
BST:NVP8 Past Financials Data
Date (Data in THB Millions) Revenue Cash Flow Net Income *
2018-12-31 158,879 17,636 6,650
2018-09-30 156,812 18,433 6,387
2018-06-30 155,056 18,381 6,091
2018-03-31 153,139 18,851 5,691
2017-12-31 151,747 17,380 5,211
2017-09-30 148,509 17,727 4,385
2017-06-30 144,923 16,623 4,604
2017-03-31 148,303 17,826 3,769
2016-12-31 127,343 17,938 3,307
2016-09-30 100,456 11,735 2,963
2016-06-30 77,363 9,663 2,181
2016-03-31 47,116 5,021 2,765

*GAAP earnings excluding extraordinary items.

Super high growth metrics
High Growth Checks
  • Berli Jucker's earnings are expected to grow by 9.1% yearly, however this is not considered high growth (20% yearly).
  • Berli Jucker's revenue is expected to grow by 6% yearly, however this is not considered high growth (20% yearly).
Past and Future Earnings per Share
The accuracy of the analysts who estimate the future performance data can be gauged below. We look back 3 years and see if they were any good at predicting what actually occurred. We also show the highest and lowest estimates looking forward to see if there is a wide range.
Raw Data
BST:NVP8 Past and Future Earnings per Share
Data Point Source Value
Past Financials Company Filings (3 months ago) See Below
Future Estimates Average of up to 16 Analyst Estimates (S&P Global) See Below

All data from Berli Jucker Company Filings, last reported 3 months ago, and in Trailing twelve months (TTM) annual period rather than quarterly.

BST:NVP8 Future Estimates Data
Date (Data in THB Millions) EPS * EPS High Estimate EPS Low Estimate Avg. No. Analysts
2023-12-31
2022-12-31
2021-12-31 2.21 2.46 1.94 5.00
2020-12-31 2.00 2.16 1.84 12.00
2019-12-31 1.78 1.88 1.67 11.00
BST:NVP8 Past Financials Data
Date (Data in THB Millions) EPS *
2018-12-31 1.66
2018-09-30 1.60
2018-06-30 1.52
2018-03-31 1.42
2017-12-31 1.31
2017-09-30 1.10
2017-06-30 1.21
2017-03-31 1.18
2016-12-31 1.28
2016-09-30 1.49
2016-06-30 1.37
2016-03-31 1.74

*GAAP earnings excluding extraordinary items.

Performance in 3 years
In the same way as past performance we look at the future estimated return (profit) compared to the available funds. We do this looking forward 3 years.
  • Berli Jucker is not expected to efficiently use shareholders’ funds in the future (Return on Equity less than 20%).
X
Future performance checks
We assess Berli Jucker's future performance by looking at:
  1. Is the annual earnings growth rate expected to beat the low risk savings rate, plus a premium to keep pace with inflation?
  2. Is the annual earnings growth rate expected to beat the average growth rate in earnings of the Europe market? (1 check)
  3. Is the annual revenue growth rate expected to beat the average growth rate in revenue of the Europe market? (1 check)
  4. Is the annual earnings growth rate expected to be above 20%? (1 check)
  5. Is the annual revenue growth rate expected to be above 20%? (1 check)
  6. Is the Return on Equity in 3 years expected to be over 20%? (1 check)
Some of the above checks will fail if the company is expected to be loss making in the relevant year.
Berli Jucker has a total score of 2/6, see the detailed checks below.

Note 1: We use GAAP Net Income Excluding Exceptional Items for our Earnings in all our calculations.

Full details on the Future part of the Simply Wall St company analysis model.

NVP8 Past Performance

  How has Berli Jucker performed over the past 5 years?

The past performance of a company can be measured by how much growth it has experienced and how much profit it makes relative to the funds and assets it has available.
Past earnings growth
Below we compare Berli Jucker's growth in the last year to its industry (Consumer Retailing).
Past Earnings growth analysis
We also check if the company has grown in the past 5 years, and whether it has maintained that growth in the year.
  • Berli Jucker has delivered over 20% year on year earnings growth in the past 5 years.
  • Berli Jucker's 1-year earnings growth is less than its 5-year average (27.6% vs 28.2%)
  • Berli Jucker's earnings growth has exceeded the Europe Consumer Retailing industry average in the past year (27.6% vs -4.5%).
Earnings and Revenue History
Berli Jucker's revenue and profit over the past 5 years is shown below, any years where they have experienced a loss will show up in red.
Raw Data

All data from Berli Jucker Company Filings, last reported 3 months ago, and in Trailing twelve months (TTM) annual period rather than quarterly.

BST:NVP8 Past Revenue, Cash Flow and Net Income Data
Date (Data in THB Millions) Revenue Net Income * G+A Expenses R&D Expenses
2018-12-31 158,878.75 6,649.97 32,262.75
2018-09-30 156,812.07 6,387.41 31,892.31
2018-06-30 155,056.49 6,091.03 31,458.57
2018-03-31 153,139.45 5,691.28 30,925.07
2017-12-31 151,747.27 5,210.76 30,686.04
2017-09-30 148,509.18 4,384.71 30,027.24
2017-06-30 144,922.93 4,604.37 29,597.27
2017-03-31 148,302.91 3,769.13 29,185.01
2016-12-31 127,342.84 3,306.65 24,323.97
2016-09-30 100,455.86 2,962.52 18,488.31
2016-06-30 77,362.72 2,181.26 13,123.49
2016-03-31 47,116.35 2,764.94 7,849.92
2015-12-31 42,892.78 2,791.73 7,179.39
2015-09-30 42,010.97 2,662.97 7,205.83
2015-06-30 41,736.76 2,108.88 7,212.04
2015-03-31 41,900.28 1,692.30 7,138.21
2014-12-31 41,829.23 1,679.50 7,011.28
2014-09-30 42,237.66 1,708.32 7,148.26
2014-06-30 42,521.02 1,971.81 7,035.97
2014-03-31 42,690.00 2,276.97 7,008.22
2013-12-31 42,707.17 2,425.97 7,016.59
2013-09-30 41,274.01 2,434.25 6,839.85
2013-06-30 40,711.07 2,513.29 6,682.52
2013-03-31 39,444.76 2,434.81 6,431.35
2012-12-31 37,937.71 2,414.79 6,115.74
2012-09-30 36,382.85 2,317.18 5,810.94
2012-06-30 34,597.93 2,259.98 5,518.36

*GAAP earnings excluding extraordinary items.

Performance last year
We want to ensure a company is making the most of what it has available. This is done by comparing the return (profit) to a company's available funds, assets and capital.
  • Berli Jucker has not efficiently used shareholders’ funds last year (Return on Equity less than 20%).
  • Berli Jucker used its assets less efficiently than the Europe Consumer Retailing industry average last year based on Return on Assets.
  • Berli Jucker's use of capital deteriorated last year versus 3 years ago (Return on Capital Employed).
X
Past performance checks
We assess Berli Jucker's performance over the past 5 years by checking for:
  1. Has earnings increased in past 5 years? (1 check)
  2. Has the earnings growth in the last year exceeded that of the Consumer Retailing industry? (1 check)
  3. Is the recent earnings growth over the last year higher than the average annual growth over the past 5 years? (1 check)
  4. Is the Return on Equity (ROE) higher than 20%? (1 check)
  5. Is the Return on Assets (ROA) above industry average? (1 check)
  6. Has the Return on Capital Employed (ROCE) increased from 3 years ago? (1 check)
The above checks will fail if the company has reported a loss in the most recent earnings report. Some checks require at least 3 or 5 years worth of data.
Berli Jucker has a total score of 2/6, see the detailed checks below.

Note: We use GAAP Net Income excluding extraordinary items in all our calculations.

Full details on the Past part of the Simply Wall St company analysis model.

NVP8 Health

 How is Berli Jucker's financial health and their level of debt?

A company's financial position is much like your own financial position, it includes everything you own (assets) and owe (liabilities).

The boxes below represent the relative size of what makes up Berli Jucker's finances.

The net worth of a company is the difference between its assets and liabilities.
Net Worth
  • Berli Jucker's short term (1 year) commitments are greater than its holdings of cash and other short term assets.
  • Berli Jucker's long term commitments exceed its cash and other short term assets.
Balance sheet
This treemap shows a more detailed breakdown of Berli Jucker's finances. If any of them are yellow this indicates they may be out of proportion and red means they relate to one of the checks below.
Assets
Liabilities and shares
The 'shares' portion represents any funds contributed by the owners (shareholders) and any profits.
  • High level of physical assets or inventory.
  • Debt is not covered by short term assets, assets are 0.3x debt.
Historical Debt
Nearly all companies have debt. Debt in itself isn’t bad, however if the debt is too high, or the company can’t afford to pay the interest on its debts this may have impacts in the future.

The graphic below shows equity (available funds) and debt, we ideally want to see the red area (debt) decreasing.

If there is any debt we look at the companies capability to repay it, and whether the level has increased over the past 5 years.
Raw Data

All data from Berli Jucker Company Filings, last reported 3 months ago.

BST:NVP8 Past Debt and Equity Data
Date (Data in THB Millions) Total Equity Total Debt Cash & Short Term Investments
2018-12-31 115,084.26 159,906.44 6,278.10
2018-09-30 113,116.50 159,194.62 4,136.72
2018-06-30 112,238.54 157,452.63 3,421.94
2018-03-31 112,244.64 156,973.06 3,155.64
2017-12-31 111,173.03 156,896.70 4,367.73
2017-09-30 109,042.83 158,218.92 2,861.67
2017-06-30 111,715.68 152,404.94 2,249.95
2017-03-31 111,967.90 152,874.12 2,155.13
2016-12-31 111,148.27 152,234.31 3,490.72
2016-09-30 110,208.51 155,421.22 1,970.67
2016-06-30 27,366.48 238,008.76 3,770.73
2016-03-31 40,272.70 162,452.23 5,637.25
2015-12-31 20,750.37 14,975.21 1,130.36
2015-09-30 19,936.40 15,442.41 1,242.35
2015-06-30 19,180.01 15,638.84 1,132.84
2015-03-31 18,512.05 15,923.55 1,175.56
2014-12-31 18,016.98 16,231.98 1,123.40
2014-09-30 17,669.73 17,625.11 1,332.94
2014-06-30 17,915.03 17,917.73 1,898.84
2014-03-31 18,139.31 16,749.30 1,538.70
2013-12-31 17,698.92 16,675.63 1,779.97
2013-09-30 17,595.39 16,150.85 1,659.09
2013-06-30 17,627.27 15,138.38 1,470.71
2013-03-31 17,523.61 13,864.26 1,548.26
2012-12-31 16,283.82 13,171.33 2,015.45
2012-09-30 15,443.98 12,512.51 1,882.11
2012-06-30 15,399.99 11,219.19 1,934.92
  • Berli Jucker's level of debt (138.9%) compared to net worth is high (greater than 40%).
  • The level of debt compared to net worth has increased over the past 5 years (94.2% vs 138.9% today).
  • Debt is not well covered by operating cash flow (11%, less than 20% of total debt).
  • Interest payments on debt are not well covered by earnings (EBIT is 2.9x annual interest expense, ideally 3x coverage).
X
Financial health checks
We assess Berli Jucker's financial health by checking for:
  1. Are short term assets greater than short term liabilities? (1 check)
  2. Are short term assets greater than long term liabilities? (1 check)
  3. Has the debt to equity ratio increased in the past 5 years? (1 check)
  4. Is the debt to equity ratio over 40%? (1 check)
  5. Is the debt covered by operating cash flow? (1 check)
  6. Are earnings greater than 5x the interest on debt (if company pays interest at all)? (1 check)
  7. Berli Jucker has a total score of 0/6, see the detailed checks below.
For companies that are loss making and have been so on average in the past we replace the last 2 checks with:
  1. Does cash and short term investments cover stable operating expenses (recurring G&A and R&D) for more than 3 years? (1 check)
  2. Does cash and short term investments cover growing operating expenses (recurring G&A and R&D) for more than 3 years? (1 check)


Full details on the Health part of the Simply Wall St company analysis model.

NVP8 Dividends

 What is Berli Jucker's current dividend yield, its reliability and sustainability?

Dividends are regular cash payments to you from the company, similar to a bank paying you interest on a savings account.
Annual Dividend Income
Dividend payments
1.43%
Current annual income from Berli Jucker dividends. Estimated to be 1.72% next year.
If you bought €2,000 of Berli Jucker shares you are expected to receive €29 in your first year as a dividend.
Dividend Amount
Here we look how much dividend is being paid, if any. Is it above what you can get in a savings account? It is up there with the best dividend paying companies?
  • Berli Jucker's pays a lower dividend yield than the bottom 25% of dividend payers in Germany (1.44%).
  • Berli Jucker's dividend is below the markets top 25% of dividend payers in Germany (3.74%).
Upcoming dividend payment

Purchase Berli Jucker before the 'Buy Limit' to receive their next dividend payment.

Dividends are usually paid every 3 or 6 months, you can time your share purchase to take advantage of upcoming dividend payments.
Dividend payment calendar
Annualized Historical and Future Dividends
It is important to see if the dividend for a company is stable, and not wildly increasing/decreasing each year. This graph shows you the historical rate to count toward your assessment of the stock.

We also check to see if the dividend has increased in the past 10 years.
Raw Data
BST:NVP8 Annualized Past and Future Dividends
Data Point Source Value
Past Annualized Dividend Yield S&P Global Market Data See Below
Past Dividends per Share Company Filings/ Annualized Dividend Payments See Below
Future Dividends per Share Estimates Average of up to 16 Analyst Estimates (S&P Global) See Below
Europe Consumer Retailing Industry Average Dividend Yield Market Cap Weighted Average of 34 Stocks 3.7%
Germany Market Average Dividend Yield Market Cap Weighted Average of 324 Stocks 3%
Germany Minimum Threshold Dividend Yield 10th Percentile 0.9%
Germany Bottom 25% Dividend Yield 25th Percentile 1.4%
Germany Top 25% Dividend Yield 75th Percentile 3.7%

Industry and Market average data is calculated daily.

Note all dividend per share amounts are annualized and not quarterly or other period.

BST:NVP8 Future Dividends Estimate Data
Date (Data in ฿) Dividend per Share (annual) Avg. No. Analysts
2023-12-31
2022-12-31
2021-12-31 0.98 8.00
2020-12-31 0.90 15.00
2019-12-31 0.81 16.00
BST:NVP8 Past Annualized Dividends Data
Date (Data in ฿) Dividend per share (annual) Avg. Yield (%)
2019-02-27 0.730 1.454
2018-08-14 0.600 1.130
2018-02-27 0.570 1.013
2017-08-15 0.530 0.971
2017-02-15 0.500 1.094
2016-02-23 0.840 1.951
2015-05-13 0.500 1.470
2015-03-12 0.500 1.375
2014-11-14 0.700 1.750
2014-08-13 0.700 1.514
2014-02-26 0.840 1.735
2013-08-13 0.960 2.107
2013-02-28 0.840 1.424
2012-04-25 0.730 1.437
2011-08-15 0.630 2.379
2011-02-25 0.700 3.653
2010-08-16 0.460 2.522
2010-05-24 0.330 3.078
2009-11-12 0.240 4.368
2009-08-13 0.240 5.206
2009-04-20 0.300 6.695

Learn more about our ratios and growth rates in Simply Wall St’s analysis model >

  • Dividends per share have been volatile in the past 10 years (annual drop of over 20%).
  • Dividends per share have increased over the past 10 years.
Current Payout to shareholders
What portion of Berli Jucker's earnings are paid to the shareholders as a dividend.
  • Dividends paid are well covered by earnings (2.3x coverage).
Future Payout to shareholders
  • Dividends after 3 years are expected to be well covered by earnings (2.3x coverage).
X
Income/ dividend checks
We assess Berli Jucker's dividend by checking for:
  1. Firstly is the company paying a notable dividend (greater than 0.9%) - if not then the rest of the checks are ignored.
  2. Is current dividend yield above the bottom 25% of dividend payers? (1 check)
  3. Is current dividend yield above the top 25% of dividend payers? (1 check)
  4. Have they paid a dividend for 10 years, and during this period has the dividend been volatile (drop of more than 25%)? (1 check)
  5. If they have paid a dividend for 10 years has it increased in this time? (1 check)
  6. How sustainable is the dividend, can Berli Jucker afford to pay it from its earnings today and in 3 years (Payout ratio less than 90%)? (2 checks)
  7. Berli Jucker has a total score of 3/6, see the detailed checks below.


Full details on the Dividends part of the Simply Wall St company analysis model.

NVP8 Management

 What is the CEO of Berli Jucker's salary, the management and board of directors tenure and is there insider trading?

Management is one of the most important areas of a company. We look at unreasonable CEO compensation, how long the team and board of directors have been around for and insider trading.
CEO
Aswin Techajareonvikul
COMPENSATION ฿0
AGE 41
TENURE AS CEO 6.7 years
CEO Bio

Mr. Aswin Techajareonvikul has been the Chief Executive Officer and President of Big C Supercenter Public Company Limited since March 22, 2016. Mr. Techajareonvikul has been the Chief Executive Officer of Berli Jucker Public Co. Ltd. since August 9, 2012 and also has been its President since January 1, 2008 and serves as its an Acting President of Retail Business since March 2019. Mr. Techajareonvikul had been an Acting President of Modern Retail & Distribution of Berli Jucker Public Co. Ltd. since March 24, 2017 until March 2019. Mr. Techajareonvikul served as the Chief Executive Officer, President and Executive Director at Chief Executive Officer, President and Executive Director since March 22, 2016. He served as the Chairman of The Management Board at Berli Jucker Public Company Limited. He has been Director of Berli Jucker Public Co. Ltd. since April 22, 2007 and of Big C Supercenter Public Company Limited since March 22, 2016. He serves as an Executive Director of T.C.C. Technology Company Limited and Big C Supercenter Public Company Ltd. He served as a Director of Siam Food Products Public Company Limited until October 1, 2013.

CEO Compensation
  • Insufficient data for Aswin to compare compensation growth.
  • Aswin's remuneration is lower than average for companies of similar size in Germany.
Management Team Tenure

Average tenure and age of the Berli Jucker management team in years:

6.7
Average Tenure
59
Average Age
  • The average tenure for the Berli Jucker management team is over 5 years, this suggests they are a seasoned and experienced team.
Management Team

Aswin Techajareonvikul

TITLE
CEO, President
AGE
41
TENURE
6.7 yrs

Chaiyut Pilun-Owad

TITLE
Director
COMPENSATION
฿2M
AGE
69
TENURE
18.3 yrs

Thirasakdi Nathikanchanalab

TITLE
Director
AGE
72
TENURE
11.3 yrs

Prasert Maekwatana

TITLE
Director
COMPENSATION
฿1M
AGE
72
TENURE
11.3 yrs

Thapanee Techajareonvikul

TITLE
Senior EVP of CEO/President Office and Group Financial Officer
AGE
41

Supakit Assavachai

TITLE
Chief Financial Officer
AGE
59
TENURE
0.3 yrs

Terapon Kietsuranon

TITLE
President of Healthcare & Technical Business and Member of Management Board
AGE
60

Teera Werathamsathit

TITLE
Chief People Officer & Member of Management Board
AGE
56

Tul Wongsuphasawat

TITLE
President of Consumer Products Business & Member of Management Board
AGE
53
TENURE
1.4 yrs

Vichien Rungwattanakit

TITLE
Senior EVP of Packaging & Engineering Business and Member of Management Board
TENURE
0.1 yrs
Board of Directors Tenure

Average tenure and age of the Berli Jucker board of directors in years:

16.5
Average Tenure
72
Average Age
  • The average tenure for the Berli Jucker board of directors is over 10 years, this suggests they are a seasoned and experienced board.
Board of Directors

Charoen Sirivadhanabhakdi

TITLE
Chairman of the Board
AGE
74
TENURE
18.3 yrs

Aswin Techajareonvikul

TITLE
CEO, President
AGE
41
TENURE
12 yrs

Khunying Wanna Sirivadhanabhakdi

TITLE
Vice Chairman
AGE
75
TENURE
18.3 yrs

Chaiyut Pilun-Owad

TITLE
Director
COMPENSATION
฿2M
AGE
69
TENURE
17.3 yrs

Thirasakdi Nathikanchanalab

TITLE
Director
AGE
72
TENURE
16.7 yrs

Prasert Maekwatana

TITLE
Director
COMPENSATION
฿1M
AGE
72
TENURE
16.3 yrs

Potjanee Thanavaranit

TITLE
Independent Director
COMPENSATION
฿529K
AGE
72
TENURE
1.4 yrs

Sithichai Chaikriangkrai

TITLE
Director
COMPENSATION
฿7M
AGE
64
TENURE
17.3 yrs

Prasit Kovilaikool

TITLE
Independent Director
COMPENSATION
฿3M
AGE
74
TENURE
9.2 yrs

Pirom Kamolratanakul

TITLE
Independent Director
COMPENSATION
฿3M
AGE
70
TENURE
2.9 yrs
Who owns this company?
Recent Insider Trading
  • No 3 month insider trading information.
Recent Insider Transactions
Announced Type Name Entity Role Start End Shares Max Price (€) Value (€)
X
Management checks
We assess Berli Jucker's management by checking for:
  1. Is the CEO's compensation unreasonable compared to market cap? (1 check)
  2. Has the CEO's compensation increased more than 20% whilst the EPS is down more then 20%? (1 check)
  3. Is the average tenure of the management team less than 2 years? (1 check)
  4. Is the average tenure of the board of directors team less than 3 years? (1 check)
  5. Berli Jucker has a total score of 0/6, this is not included on the snowflake, see the detailed checks below.


Note: We use the top 6 management executives and board members in our calculations.

Note 2: Insider trading include any internal stakeholders and these transactions .

Full details on the Management part of the Simply Wall St company analysis model.

NVP8 News

Simply Wall St News

NVP8 Company Info

Description

Berli Jucker Public Company Limited manufactures, distributes, and services in the areas of packaging, consumer, healthcare and technical, modern retail supply chain, and other group businesses in Thailand. Its Packaging Supply Chain segment designs, manufactures, markets, and distributes glass containers, and aluminum cans and rigid plastic containers. The company’s Consumer Supply Chain segment is involved in the manufacturing, marketing, and distribution of consumer products, including food products, household products, and personal care products under the BJC’s brand, as well as providing customs clearing, warehousing, transportation, and distribution services. Its Healthcare and Technical Supply Chain segment imports and distributes various healthcare products and technical products, such as pharmaceuticals, hospital supplies, and industrial chemicals; and designs, supplies, and assembles automation and control systems, industrial equipment, logistics and warehouse equipment, and safe and galvanized steel towers for power transmission lines. The company’s Modern Retail Supply Chain segment operates hypermarkets, supermarkets, convenient stores, and drugstore, as well as provides space for retail stores. It also operates in importing marketing; distributes books and publication; manufactures snack foods, soaps, cosmetics, confectioneries, yogurt, milk products, and sanitary papers; operates seminar and training centers; sells imaging, stationery, and construction supplies; and retails books and magazines. The company was founded in 1882 and is headquartered in Bangkok, Thailand. Berli Jucker Public Company Limited is a subsidiary of TCC Corporation Company Limited.

Details
Name: Berli Jucker Public Company Limited
NVP8
Exchange: BST
Founded: 1882
฿5,706,610,241
4,002,963,899
Website: http://www.bjc.co.th
Address: Berli Jucker Public Company Limited
Berli Jucker House, 99 Soi,
Rubia, Sukhumvit 42 Road,
Bangkok,
10110,
Thailand
Listings
Exchange Symbol Ticker Symbol Security Exchange Country Currency Listed on
SET BJC Ordinary Shares The Stock Exchange of Thailand TH THB 02. Jan 1992
OTCPK BLJZ.Y ADR Pink Sheets LLC US USD 25. Apr 2012
BST NVP8 THB1(ALIEN MARKET) Boerse-Stuttgart DE EUR 02. Jan 1992
SET BJC-R THB1(NVDR) The Stock Exchange of Thailand TH THB 20. Aug 2001
THAMSE BJC-F THB1(ALIEN MARKET) Bangkok-Alien Market Stock Exchange TH THB 02. Jan 1992
Number of employees
Current staff
Staff numbers
0
Berli Jucker employees.
Industry
Hypermarkets and Super Centers
Consumer Retailing
Company Analysis and Financial Data Status
Area Date (UTC time)
Company Analysis updated: 2019/04/18 21:51
End of day share price update: 2019/04/18 00:00
Last estimates confirmation: 2019/04/17
Last earnings filing: 2019/02/27
Last earnings reported: 2018/12/31
Last annual earnings reported: 2018/12/31


All dates and times in UTC. All financial data provided by Standard & Poor’s Capital IQ.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.