After You Future Growth

Future criteria checks 4/6

After You is forecast to grow earnings and revenue by 18.1% and 17.1% per annum respectively. EPS is expected to grow by 18% per annum. Return on equity is forecast to be 39.4% in 3 years.

Key information

18.1%

Earnings growth rate

18.0%

EPS growth rate

Hospitality earnings growth	22.6%
Revenue growth rate	17.1%
Future return on equity	39.4%
Analyst coverage	Low
Last updated	28 Nov 2024

Recent future growth updates

Recent updates

Earnings and Revenue Growth Forecasts

SET:AU - Analysts future estimates and past financials data (THB Millions)
Date	Revenue	Earnings	Free Cash Flow	Cash from Op	Avg. No. Analysts
12/31/2026	2,176	398	480	619	3
12/31/2025	1,898	354	411	561	3
12/31/2024	1,607	301	371	491	2
9/30/2024	1,476	257	324	411	N/A
6/30/2024	1,384	228	338	419	N/A
3/31/2024	1,306	198	319	389	N/A
12/31/2023	1,231	178	272	350	N/A
9/30/2023	1,179	167	250	333	N/A
6/30/2023	1,087	147	208	289	N/A
3/31/2023	1,020	138	203	276	N/A
12/31/2022	953	118	210	271	N/A
9/30/2022	876	96	204	239	N/A
6/30/2022	744	49	151	178	N/A
3/31/2022	647	7	101	123	N/A
12/31/2021	628	4	91	107	N/A
9/30/2021	644	9	94	114	N/A
6/30/2021	728	50	140	170	N/A
3/31/2021	735	54	104	171	N/A
12/31/2020	773	55	68	172	N/A
9/30/2020	850	88	74	195	N/A
6/30/2020	965	124	77	207	N/A
3/31/2020	1,134	191	170	306	N/A
12/31/2019	1,202	237	173	337	N/A
9/30/2019	1,169	236	146	338	N/A
6/30/2019	1,072	210	112	310	N/A
3/31/2019	967	176	57	237	N/A
12/31/2018	881	147	75	209	N/A
9/30/2018	831	133	39	178	N/A
6/30/2018	812	136	N/A	178	N/A
3/31/2018	779	138	N/A	181	N/A
12/31/2017	735	129	N/A	148	N/A
9/30/2017	699	119	N/A	144	N/A
6/30/2017	652	100	N/A	119	N/A
3/31/2017	627	94	N/A	111	N/A
12/31/2016	608	99	N/A	136	N/A
9/30/2016	570	95	N/A	130	N/A
6/30/2016	528	90	N/A	127	N/A
3/31/2016	469	74	N/A	106	N/A
12/31/2015	415	58	N/A	93	N/A
12/31/2014	312	46	N/A	57	N/A
12/31/2013	179	3	N/A	N/A	N/A

Analyst Future Growth Forecasts

Earnings vs Savings Rate: AU's forecast earnings growth (18.1% per year) is above the savings rate (2%).

Earnings vs Market: AU's earnings (18.1% per year) are forecast to grow faster than the TH market (16.7% per year).

High Growth Earnings: AU's earnings are forecast to grow, but not significantly.

Revenue vs Market: AU's revenue (17.1% per year) is forecast to grow faster than the TH market (6.5% per year).

High Growth Revenue: AU's revenue (17.1% per year) is forecast to grow slower than 20% per year.

Earnings per Share Growth Forecasts

Future Return on Equity

Future ROE: AU's Return on Equity is forecast to be high in 3 years time (39.4%)

After You Future Growth

Future criteria checks 4/6

Key information

Recent future growth updates

Consensus EPS estimates increase by 12%

Consensus EPS estimates increase by 11%

Price target increased by 10% to ฿12.30

Price target decreased by 11% to ฿11.83

Consensus EPS estimates fall by 11%

Price target increased to ฿14.25

Recent updates

Third quarter 2024 earnings: EPS and revenues exceed analyst expectations

Consensus EPS estimates increase by 12%

Consensus EPS estimates increase by 11%

Price target increased by 10% to ฿12.30

Now 21% overvalued after recent price rise

Now 21% overvalued after recent price rise

Investor sentiment improves as stock rises 19%

New minor risk - Share price stability

Second quarter 2024 earnings: EPS exceeds analyst expectations

Price target decreased by 11% to ฿11.83

Now 23% overvalued after recent price rise

Upcoming dividend of ฿0.21 per share

Dividend increased to ฿0.21

Full year 2023 earnings: Revenues and EPS in line with analyst expectations

After You Public Company Limited Proposes Dividend for the Year 2023, Payable on 23 May 2024

Consensus EPS estimates fall by 11%

Second quarter 2023 earnings released: EPS: ฿0.05 (vs ฿0.042 in 2Q 2022)

Upcoming dividend of ฿0.15 per share at 1.4% yield

Full year 2022 earnings released: EPS: ฿0.14 (vs ฿0.005 in FY 2021)

Price target increased to ฿14.25

Third quarter 2022 earnings: EPS misses analyst expectations

Price target decreased to ฿12.75

Less than half of directors are independent

Price target decreased to ฿12.75

After You Public Company Limited Appoints Chamaiporn Tungkittisuwan as Chief Accountant (Acting)

First quarter 2022 earnings: EPS and revenues miss analyst expectations

Less than half of directors are independent

After You Public Company Limited, Annual General Meeting, Apr 25, 2022

Full year 2021 earnings: EPS and revenues miss analyst expectations

Third quarter 2021 earnings released: ฿0.016 loss per share (vs ฿0.034 profit in 3Q 2020)

Second quarter 2021 earnings released: ฿0.009 loss per share (vs ฿0.004 loss in 2Q 2020)

Consensus revenue estimates fall to ฿681.0m

Price target decreased to ฿12.00

First quarter 2021 earnings released: EPS ฿0.01 (vs ฿0.016 in 1Q 2020)

Upcoming dividend of ฿0.06 per share

New 90-day high: ฿11.90

After You Public Company Limited, Annual General Meeting, Apr 27, 2021

Full year 2020 earnings released: EPS ฿0.07 (vs ฿0.29 in FY 2019)

Revenue beats expectations

New 90-day high: ฿10.80

After You Public Company Limited Appointment of Chatchai Chantajinda as Independent Director and Audit Committee

New 90-day high: ฿10.20

After You Public Company Limited Announces Resignation of Dr. Thamnoon Ananthothai as Independent Director and Audit Committee with the Effective Date on December 2, 2020

Third quarter 2020 earnings released: EPS ฿0.03

After You Public Company Limited(SET:AU) dropped from S&P Global BMI Index

Earnings released

New 90-day low - ฿8.30

Earnings and Revenue Growth Forecasts

Analyst Future Growth Forecasts

Earnings per Share Growth Forecasts

Future Return on Equity

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