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.
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
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
Amount off the current price
is available for.
Share price is
vs Future cash flow value of
Current Discount Checks
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
is considered below, and whether this is a fair price.
Price based on past earnings
Berli Jucker's earnings available for a low price, and how does
this compare to other companies in the same industry?
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.
Berli Jucker's performance over the past 5 years by checking for:
Has earnings increased in past 5 years? (1 check)
Has the earnings growth in the last year exceeded that of the
industry? (1 check)
Is the recent earnings growth over the last year higher than the average annual growth over the
past 5 years? (1 check)
Is the Return on Equity (ROE) higher than 20%? (1 check)
Is the Return on Assets (ROA) above industry average? (1 check)
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.
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.
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.
TENURE AS CEO
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.
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
management team in years:
The average tenure for the Berli Jucker management team is over 5 years, this suggests they are a seasoned and experienced team.
Senior EVP of CEO/President Office and Group Financial Officer
Chief Financial Officer
President of Healthcare & Technical Business and Member of Management Board
Chief People Officer & Member of Management Board
President of Consumer Products Business & Member of Management Board
Senior EVP of Packaging & Engineering Business and Member of Management Board
Board of Directors Tenure
Average tenure and age of the
board of directors in years:
The average tenure for the Berli Jucker board of directors is over 10 years, this suggests they are a seasoned and experienced board.
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.
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