Reported Earnings • May 19
First quarter 2026 earnings released: EPS: ฿0.022 (vs ฿0.017 in 1Q 2025) First quarter 2026 results: EPS: ฿0.022 (up from ฿0.017 in 1Q 2025). Revenue: ฿145.3m (down 6.6% from 1Q 2025). Net income: ฿14.8m (up 31% from 1Q 2025). Profit margin: 10% (up from 7.3% in 1Q 2025). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has fallen by 33% per year, which means it is performing significantly worse than earnings. New Risk • May 12
New major risk - Market cap size The company's market capitalization is less than US$10m. Market cap: ฿322.3m (US$9.94m) This is considered a major risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.1x net interest cover). Market cap is less than US$10m (฿322.3m market cap, or US$9.94m). New Risk • Mar 23
New major risk - Market cap size The company's market capitalization is less than US$10m. Market cap: ฿322.3m (US$9.89m) This is considered a major risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.1x net interest cover). Market cap is less than US$10m (฿322.3m market cap, or US$9.89m). Reported Earnings • Feb 24
Full year 2025 earnings released: EPS: ฿0.034 (vs ฿0.011 in FY 2024) Full year 2025 results: EPS: ฿0.034 (up from ฿0.011 in FY 2024). Revenue: ฿544.6m (down 2.9% from FY 2024). Net income: ฿22.9m (up 215% from FY 2024). Profit margin: 4.2% (up from 1.3% in FY 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 31% per year whereas the company’s share price has fallen by 33% per year. Declared Dividend • Feb 23
Dividend increased to ฿0.01 Dividend of ฿0.01 is 33% higher than last year. Ex-date: 10th March 2026 Payment date: 22nd May 2026 Dividend yield will be 1.9%, which is lower than the industry average of 4.0%. Payout Ratios Payout ratio: 22%. Cash payout ratio: 11%. Announcement • Feb 21
Teera-Mongkol Industry Public Company Limited announces Annual dividend, payable on May 22, 2026 Teera-Mongkol Industry Public Company Limited announced Annual dividend of THB 0.0100 per share payable on May 22, 2026, ex-date on March 10, 2026 and record date on March 11, 2026. Announcement • Feb 20
Teera-Mongkol Industry Public Company Limited, Annual General Meeting, Apr 24, 2026 Teera-Mongkol Industry Public Company Limited, Annual General Meeting, Apr 24, 2026, at 10:00 SE Asia Standard Time. Location: park village rama 2, no. 1/1 rama ii soi 56, samaedam, bangkhunthian, bangkok Thailand New Risk • Dec 17
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Thai stocks, typically moving 6.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.0x net interest cover). Minor Risks Share price has been volatile over the past 3 months (6.8% average weekly change). Market cap is less than US$100m (฿389.4m market cap, or US$12.4m). Reported Earnings • Nov 14
Third quarter 2025 earnings released: EPS: ฿0.005 (vs ฿0.002 in 3Q 2024) Third quarter 2025 results: EPS: ฿0.005 (up from ฿0.002 in 3Q 2024). Revenue: ฿126.8m (down 7.9% from 3Q 2024). Net income: ฿3.26m (up 140% from 3Q 2024). Profit margin: 2.6% (up from 1.0% in 3Q 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 33% per year whereas the company’s share price has fallen by 34% per year. New Risk • Nov 11
New major risk - Market cap size The company's market capitalization is less than US$10m. Market cap: ฿322.3m (US$9.95m) This is considered a major risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.8x net interest cover). Market cap is less than US$10m (฿322.3m market cap, or US$9.95m). Reported Earnings • Aug 15
Second quarter 2025 earnings released: EPS: ฿0.009 (vs ฿0.001 in 2Q 2024) Second quarter 2025 results: EPS: ฿0.009 (up from ฿0.001 in 2Q 2024). Revenue: ฿141.8m (up 3.5% from 2Q 2024). Net income: ฿5.98m (up ฿5.02m from 2Q 2024). Profit margin: 4.2% (up from 0.7% in 2Q 2024). Over the last 3 years on average, earnings per share has fallen by 30% per year whereas the company’s share price has fallen by 33% per year. Announcement • Jul 15
Teera-Mongkol Industry Public Company Limited (SET:TMI) announces an Equity Buyback for 11,000,000 shares, representing 1.64% for THB 5 million. Teera-Mongkol Industry Public Company Limited (SET:TMI) announces a share repurchase program. Under the program, the company will repurchase up to 11,000,000 shares, representing 1.64% of its issued share capital for THB 5 million. The shares will be repurchased at the weighted average stock price of the company for the last 30 trading days prior to the disclosure date. The purpose of the program is to increase the Earnings Per Share (EPS) of the company and return on equity, to optimize the Company’s excess liquidity management and to build investor and shareholder confidence in the Company’s potential to generate future revenue and profit. The company may dispose of the repurchased shares by selling them on the Stock Exchange of Thailand or offering them to the public, depending on the circumstances at the time. The program is valid till January 31, 2026. As of March 7, 2025, the company had 671,442,656 shares in issue. New Risk • Jun 13
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Thai stocks, typically moving 7.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.6x net interest cover). Market cap is less than US$10m (฿315.6m market cap, or US$9.72m). Minor Risk Share price has been volatile over the past 3 months (7.9% average weekly change). Reported Earnings • May 16
First quarter 2025 earnings released: EPS: ฿0.017 (vs ฿0.003 in 1Q 2024) First quarter 2025 results: EPS: ฿0.017 (up from ฿0.003 in 1Q 2024). Revenue: ฿155.6m (up 7.8% from 1Q 2024). Net income: ฿11.3m (up 417% from 1Q 2024). Profit margin: 7.3% (up from 1.5% in 1Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 22% per year whereas the company’s share price has fallen by 23% per year. New Risk • Apr 08
New major risk - Market cap size The company's market capitalization is less than US$10m. Market cap: ฿308.9m (US$8.87m) This is considered a major risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.1x net interest cover). Market cap is less than US$10m (฿308.9m market cap, or US$8.87m). Minor Risk Profit margins are more than 30% lower than last year (1.3% net profit margin). Declared Dividend • Feb 22
Dividend reduced to ฿0.0075 Dividend of ฿0.0075 is 75% lower than last year. Ex-date: 6th March 2025 Payment date: 7th May 2025 Dividend yield will be 1.2%, which is lower than the industry average of 4.0%. Sustainability & Growth Dividend is not covered by earnings (dividend approximately 6x earnings) nor is it covered by cash flows (140% cash payout ratio). The dividend has increased by an average of 22% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 575% to bring the payout ratio under control, which is more than the 26% EPS growth achieved over the last 5 years. Reported Earnings • Feb 21
Full year 2024 earnings released: EPS: ฿0.011 (vs ฿0.04 in FY 2023) Full year 2024 results: EPS: ฿0.011 (down from ฿0.04 in FY 2023). Revenue: ฿562.7m (down 3.3% from FY 2023). Net income: ฿7.27m (down 73% from FY 2023). Profit margin: 1.3% (down from 4.6% in FY 2023). Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has fallen by 17% per year, which means it is performing significantly worse than earnings. New Risk • Nov 20
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Thai stocks, typically moving 6.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (0.9x net interest cover). Minor Risks Dividend is not well covered by earnings (dividend per share is over 5x earnings per share). Share price has been volatile over the past 3 months (6.6% average weekly change). Profit margins are more than 30% lower than last year (0.6% net profit margin). Market cap is less than US$100m (฿644.6m market cap, or US$18.6m). Reported Earnings • Aug 16
Second quarter 2024 earnings released: EPS: ฿0.001 (vs ฿0.018 in 2Q 2023) Second quarter 2024 results: EPS: ฿0.001 (down from ฿0.018 in 2Q 2023). Revenue: ฿137.1m (down 7.2% from 2Q 2023). Net income: ฿953.7k (down 92% from 2Q 2023). Profit margin: 0.7% (down from 8.0% in 2Q 2023). Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth. Valuation Update With 7 Day Price Move • May 29
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to ฿1.28, the stock trades at a trailing P/E ratio of 60.5x. Average trailing P/E is 13x in the Electrical industry in Thailand. Total returns to shareholders of 7.7% over the past three years. Reported Earnings • May 15
First quarter 2024 earnings released: EPS: ฿0.003 (vs ฿0.02 in 1Q 2023) First quarter 2024 results: EPS: ฿0.003 (down from ฿0.02 in 1Q 2023). Revenue: ฿144.3m (down 11% from 1Q 2023). Net income: ฿2.19m (down 86% from 1Q 2023). Profit margin: 1.5% (down from 9.3% in 1Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings. Announcement • Apr 27
Teera-Mongkol Industry Public Company Limited Approves Dividend Payment for the Year 2023, Payable on May 8, 2024 Teera-Mongkol Industry Public Company Limited at its Annual General Meeting of Shareholders held on April 26, 2024, The meeting has resolved the approval of the allocation of the dividend payment for the year 2023 at the rate of THB 0.03 per share, accounting for THB 20,143,226.70. The Company shall determine the shareholders' name list who has the right to receive the dividend (Record Date) on March 8, 2024, and to determine the dividend payment date to be on May 8, 2024. Announcement • Apr 01
Teera-Mongkol Industry Public Company Limited, Annual General Meeting, Apr 26, 2024 Teera-Mongkol Industry Public Company Limited, Annual General Meeting, Apr 26, 2024, at 10:00 SE Asia Standard Time. Location: Park Village Rama 2: 1/1 Rama II Soi 56, Samaedam, Bangkhunthian Bangkok Thailand Upcoming Dividend • Feb 29
Upcoming dividend of ฿0.03 per share Eligible shareholders must have bought the stock before 07 March 2024. Payment date: 08 May 2024. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of Thai dividend payers (6.3%). Lower than average of industry peers (4.0%). Reported Earnings • Feb 25
Full year 2023 earnings released: EPS: ฿0.04 (vs ฿0.045 in FY 2022) Full year 2023 results: EPS: ฿0.04 (down from ฿0.045 in FY 2022). Revenue: ฿582.1m (up 2.7% from FY 2022). Net income: ฿27.1m (down 10% from FY 2022). Profit margin: 4.6% (down from 5.3% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth. Buy Or Sell Opportunity • Jan 31
Now 20% undervalued after recent price drop Over the last 90 days, the stock has fallen 5.7% to ฿1.15. The fair value is estimated to be ฿1.44, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 50%. Buying Opportunity • Nov 29
Now 20% undervalued after recent price drop Over the last 90 days, the stock is down 26%. The fair value is estimated to be ฿1.45, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 50%. Reported Earnings • Nov 14
Third quarter 2023 earnings released: EPS: ฿0.002 (vs ฿0.014 in 3Q 2022) Third quarter 2023 results: EPS: ฿0.002 (down from ฿0.014 in 3Q 2022). Revenue: ฿133.6m (down 7.6% from 3Q 2022). Net income: ฿1.42m (down 85% from 3Q 2022). Profit margin: 1.1% (down from 6.4% in 3Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 50% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth. New Risk • Nov 13
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Thai stocks, typically moving 6.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (19% operating cash flow to total debt). Minor Risks Share price has been volatile over the past 3 months (6.4% average weekly change). Market cap is less than US$100m (฿805.7m market cap, or US$22.4m). Valuation Update With 7 Day Price Move • Nov 07
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to ฿1.35, the stock trades at a trailing P/E ratio of 21.8x. Average trailing P/E is 14x in the Electrical industry in Thailand. Total returns to shareholders of 109% over the past three years. Board Change • Sep 01
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 4 highly experienced directors. Independent Director Srisuda Chongsithiphol was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. New Risk • Aug 16
New major risk - Financial position The company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 19% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (19% operating cash flow to total debt). Minor Risks Share price has been volatile over the past 3 months (6.6% average weekly change). Market cap is less than US$100m (฿973.6m market cap, or US$27.5m). Reported Earnings • Aug 16
Second quarter 2023 earnings released: EPS: ฿0.02 (vs ฿0.011 in 2Q 2022) Second quarter 2023 results: EPS: ฿0.02 (up from ฿0.011 in 2Q 2022). Revenue: ฿147.7m (up 9.1% from 2Q 2022). Net income: ฿11.8m (up 65% from 2Q 2022). Profit margin: 8.0% (up from 5.3% in 2Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 62% per year but the company’s share price has only increased by 31% per year, which means it is significantly lagging earnings growth. Valuation Update With 7 Day Price Move • Jun 13
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to ฿1.87, the stock trades at a trailing P/E ratio of 34x. Average trailing P/E is 18x in the Electrical industry in Thailand. Total returns to shareholders of 199% over the past three years. Valuation Update With 7 Day Price Move • May 09
Investor sentiment deteriorates as stock falls 16% After last week's 16% share price decline to ฿2.06, the stock trades at a trailing P/E ratio of 45.8x. Average trailing P/E is 20x in the Electrical industry in Thailand. Total returns to shareholders of 222% over the past three years. Upcoming Dividend • May 04
Upcoming dividend of ฿0.015 per share at 0.6% yield Eligible shareholders must have bought the stock before 11 May 2023. Payment date: 26 May 2023. Trailing yield: 0.6%. Lower than top quartile of Thai dividend payers (6.2%). Lower than average of industry peers (3.7%). Reported Earnings • Feb 25
Full year 2022 earnings released: EPS: ฿0.045 (vs ฿0.001 in FY 2021) Full year 2022 results: EPS: ฿0.045 (up from ฿0.001 in FY 2021). Revenue: ฿566.8m (up 17% from FY 2021). Net income: ฿30.2m (up ฿29.7m from FY 2021). Profit margin: 5.3% (up from 0.1% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 74% per year but the company’s share price has only increased by 42% per year, which means it is significantly lagging earnings growth. Valuation Update With 7 Day Price Move • Feb 24
Investor sentiment improves as stock rises 21% After last week's 21% share price gain to ฿2.00, the stock trades at a trailing P/E ratio of 53.2x. Average trailing P/E is 16x in the Electrical industry in Thailand. Total returns to shareholders of 186% over the past three years. Reported Earnings • Nov 19
Third quarter 2022 earnings released: EPS: ฿0.014 (vs ฿0.003 loss in 3Q 2021) Third quarter 2022 results: EPS: ฿0.014 (up from ฿0.003 loss in 3Q 2021). Revenue: ฿144.6m (up 18% from 3Q 2021). Net income: ฿9.21m (up ฿11.4m from 3Q 2021). Profit margin: 6.4% (up from net loss in 3Q 2021). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 77% per year but the company’s share price has only increased by 33% per year, which means it is significantly lagging earnings growth. Board Change • Nov 16
Less than half of directors are independent Following the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 5 non-independent directors. Independent Director Srisuda Chongsithiphol was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Reported Earnings • Aug 17
Second quarter 2022 earnings released: EPS: ฿0.011 (vs ฿0.001 in 2Q 2021) Second quarter 2022 results: EPS: ฿0.011 (up from ฿0.001 in 2Q 2021). Revenue: ฿135.4m (up 16% from 2Q 2021). Net income: ฿7.14m (up ฿6.20m from 2Q 2021). Profit margin: 5.3% (up from 0.8% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 76% per year but the company’s share price has only increased by 41% per year, which means it is significantly lagging earnings growth. Reported Earnings • May 16
First quarter 2022 earnings: EPS and revenues miss analyst expectations First quarter 2022 results: EPS: ฿0.012 (up from ฿0.002 in 1Q 2021). Revenue: ฿143.5m (up 31% from 1Q 2021). Net income: ฿8.29m (up ฿7.08m from 1Q 2021). Profit margin: 5.8% (up from 1.1% in 1Q 2021). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 100%. Earnings per share (EPS) also missed analyst estimates by 31%. Over the last 3 years on average, earnings per share has increased by 84% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth. Board Change • Apr 27
Less than half of directors are independent Following the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Srisuda Chongsithiphol was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Announcement • Feb 22
Teera-Mongkol Industry Public Company Limited, Annual General Meeting, Apr 22, 2022 Teera-Mongkol Industry Public Company Limited, Annual General Meeting, Apr 22, 2022, at 10:00 SE Asia Standard Time. Location: Park Village Rama 2 hotel: 1/1, Rama 2 Soi 56 Samaedum, Bangkhunthian Bangkok Thailand Agenda: To consider and approve the balance sheet, profit and loss statement, and the audit report for the year ended December 31, 2021; to consider and approve the omission of allocation of net profit of 2021 as a legal reserve; to consider and approve the omission of the dividend payment for the operating result year ended December 31, 2021; to consider and approve the re-election of directors in replacement of the directors whose terms will retired by rotation for the year 2022; to consider and approve the remunerations of the company's directors for the year 2022; to consider and approve the appointment of the auditor and audit fee of 2022; and to consider other matters (if any). Reported Earnings • Feb 22
Full year 2021 earnings: EPS and revenues miss analyst expectations Full year 2021 results: EPS: ฿0.001 (down from ฿0.021 in FY 2020). Revenue: ฿484.3m (up 8.1% from FY 2020). Net income: ฿552.8k (down 96% from FY 2020). Profit margin: 0.1% (down from 3.2% in FY 2020). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 100%. Earnings per share (EPS) also missed analyst estimates by 31%. Over the last 3 years on average, earnings per share has increased by 96% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth. Reported Earnings • Nov 18
Third quarter 2021 earnings released: ฿0.003 loss per share (vs ฿0.01 profit in 3Q 2020) The company reported a poor third quarter result with weaker earnings and control over costs, although revenues were flat. Third quarter 2021 results: Revenue: ฿122.4m (flat on 3Q 2020). Net loss: ฿2.19m (down 134% from profit in 3Q 2020). Over the last 3 years on average, earnings per share has increased by 110% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth. Valuation Update With 7 Day Price Move • Aug 02
Investor sentiment deteriorated over the past week After last week's 16% share price decline to ฿1.09, the stock trades at a trailing P/E ratio of 36.9x. Average trailing P/E is 23x in the Electrical industry in Thailand. Total returns to shareholders of 35% over the past three years. Reported Earnings • May 17
First quarter 2021 earnings released: EPS ฿0.002 (vs ฿0.005 loss in 1Q 2020) The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: ฿109.4m (up 17% from 1Q 2020). Net income: ฿1.21m (up ฿4.88m from 1Q 2020). Profit margin: 1.1% (up from net loss in 1Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 107% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth. Valuation Update With 7 Day Price Move • May 12
Investor sentiment improved over the past week After last week's 17% share price gain to ฿1.36, the stock trades at a trailing P/E ratio of 64.8x. Average trailing P/E is 25x in the Electrical industry in Thailand. Total returns to shareholders of 62% over the past three years. Valuation Update With 7 Day Price Move • Mar 05
Investor sentiment improved over the past week After last week's 37% share price gain to ฿1.23, the stock is trading at a trailing P/E ratio of 58.6x, up from the previous P/E ratio of 42.9x. This compares to an average P/E of 18x in the Electrical industry in Thailand. Total returns to shareholders over the past three years are 28%. Is New 90 Day High Low • Feb 24
New 90-day high: ฿1.06 The company is up 54% from its price of ฿0.69 on 26 November 2020. The Thai market is up 6.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electrical industry, which is up 17% over the same period. Announcement • Feb 23
Teera-Mongkol Industry Public Company Limited Announces Resignation of Dr.Thanu Kulachol from Chairman of Audit Committee Teera-Mongkol Industry Public Company Limited announced Dr.Thanu Kulachol to resign from Chairman of Audit Committee position but still be in charge of Chairman of Board of Directors. Reported Earnings • Feb 23
Full year 2020 earnings released: EPS ฿0.021 (vs ฿0.013 loss in FY 2019) The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: ฿447.9m (up 14% from FY 2019). Net income: ฿14.4m (up ฿22.8m from FY 2019). Profit margin: 3.2% (up from net loss in FY 2019). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 90% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings. Announcement • Feb 23
Teera-Mongkol Industry Public Company Limited, Annual General Meeting, Apr 23, 2021 Teera-Mongkol Industry Public Company Limited, Annual General Meeting, Apr 23, 2021, at 03:00 Coordinated Universal Time. Location: Park Village Rama 2 hotel: 1/1, Rama 2 Soi 56,. Samaedum, Bangkhunthian Bangkok Thailand Agenda: To consider and approve of the minutes of the Annual General Meeting of shareholders for the year 2020 that was held on April 24, 2020; to consider and acknowledge the Company's performance since January 1, 2020 to December 31, 2020; to consider and approve the balance sheet, profit and loss statement, and the auditor report for the year ended December 31, 2020; to consider and approve the omission to allocate net profit of 2020 as a legal reserve; to consider and approve the omission of the dividend payment for the operating result year ended December 31, 2020; to consider and approve the re-election of directors in replacement of the director whose terms will expire by rotation and appointment of a new director; to consider and approve the remunerations of the company's directors for the year 2021; to consider and approve the appointment of the auditor and audit fee of 2021; and to consider other matters (if any). Is New 90 Day High Low • Feb 08
New 90-day high: ฿0.81 The company is up 25% from its price of ฿0.65 on 10 November 2020. The Thai market is up 17% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electrical industry, which is up 20% over the same period. Is New 90 Day High Low • Jan 19
New 90-day high: ฿0.76 The company is up 23% from its price of ฿0.62 on 21 October 2020. The Thai market is up 25% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Electrical industry, which is up 15% over the same period. Is New 90 Day High Low • Dec 15
New 90-day high: ฿0.72 The company is up 16% from its price of ฿0.62 on 16 September 2020. The Thai market is up 15% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electrical industry, which is up 5.0% over the same period. Reported Earnings • Nov 18
Third quarter 2020 earnings released: EPS ฿0.01 The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: ฿122.4m (up 34% from 3Q 2019). Net income: ฿6.38m (up ฿10.7m from 3Q 2019). Profit margin: 5.2% (up from net loss in 3Q 2019). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 63% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings. Is New 90 Day High Low • Nov 17
New 90-day high: ฿0.66 The company is up 3.0% from its price of ฿0.64 on 19 August 2020. The Thai market is up 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electrical industry, which is down 8.0% over the same period. Announcement • Nov 14
Teera-Mongkol Industry Public Company Limited Appoints Julaiwan Duangkota as Company Secretary Teera-Mongkol Industry Public Company Limited approves in meeting of the Board of Directors No. 7/2020 has appointed Ms. Julaiwan Duangkota as Company Secretary and the appointment is effective from November 13, 2020 onward. Is New 90 Day High Low • Oct 06
New 90-day low: ฿0.61 The company is down 5.0% from its price of ฿0.64 on 08 July 2020. The Thai market is down 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electrical industry, which is down 9.0% over the same period. 
