JWD InfoLogistics Public Company Limited, together with its subsidiaries, engages in the integrated logistics business in Thailand, Taiwan, the United States, Myanmar, Laos, Cambodia, and internationally.
Solid track record with mediocre balance sheet.
Share Price & News
How has JWD InfoLogistics's share price performed over time and what events caused price changes?
Latest Share Price and Events
Stable Share Price: JWD's share price has been volatile over the past 3 months.
7 Day Return
1 Year Return
Return vs Industry: JWD exceeded the TH Logistics industry which returned -43% over the past year.
Return vs Market: JWD underperformed the TH Market which returned -32.8% over the past year.
Price Volatility Vs. Market
How volatile is JWD InfoLogistics's share price compared to the market and industry in the last 5 years?
Simply Wall St News
No news available
Is JWD InfoLogistics undervalued compared to its fair value and its price relative to the market?
Price to Earnings (PE) ratio
Share Price vs. Fair Value
Below Fair Value: JWD (฿5.1) is trading above our estimate of fair value (฿4.89)
Significantly Below Fair Value: JWD is trading above our estimate of fair value.
Price To Earnings Ratio
PE vs Industry: JWD is good value based on its PE Ratio (14.3x) compared to the Logistics industry average (14.3x).
PE vs Market: JWD is poor value based on its PE Ratio (14.3x) compared to the TH market (11.2x).
Price to Earnings Growth Ratio
PEG Ratio: JWD is poor value based on its PEG Ratio (86.2x)
Price to Book Ratio
PB vs Industry: JWD is overvalued based on its PB Ratio (1.7x) compared to the TH Logistics industry average (1.1x).
How is JWD InfoLogistics forecast to perform in the next 1 to 3 years based on estimates from 4 analysts?
Forecasted annual earnings growth
Earnings and Revenue Growth Forecasts
Analyst Future Growth Forecasts
Earnings vs Savings Rate: JWD's forecast earnings growth (0.2% per year) is below the savings rate (1.7%).
Earnings vs Market: JWD's earnings (0.2% per year) are forecast to grow slower than the TH market (9.1% per year).
High Growth Earnings: JWD's earnings are forecast to grow, but not significantly.
Revenue vs Market: JWD's revenue (1.6% per year) is forecast to grow slower than the TH market (7% per year).
High Growth Revenue: JWD's revenue (1.6% per year) is forecast to grow slower than 20% per year.
Earnings per Share Growth Forecasts
Future Return on Equity
Future ROE: JWD's Return on Equity is forecast to be low in 3 years time (12.1%).
How has JWD InfoLogistics performed over the past 5 years?
Historical annual earnings growth
Earnings and Revenue History
Quality Earnings: JWD has high quality earnings.
Growing Profit Margin: JWD's current net profit margins (10.1%) are higher than last year (6.9%).
Past Earnings Growth Analysis
Earnings Trend: JWD's earnings have grown by 18.9% per year over the past 5 years.
Accelerating Growth: JWD's earnings growth over the past year (61.6%) exceeds its 5-year average (18.9% per year).
Earnings vs Industry: JWD earnings growth over the past year (61.6%) exceeded the Logistics industry 9.9%.
Return on Equity
High ROE: JWD's Return on Equity (10.8%) is considered low.
How is JWD InfoLogistics's financial position?
Financial Position Analysis
Short Term Liabilities: JWD's short term assets (฿2.3B) do not cover its short term liabilities (฿2.5B).
Long Term Liabilities: JWD's short term assets (฿2.3B) exceed its long term liabilities (฿2.1B).
Debt to Equity History and Analysis
Debt Level: JWD's debt to equity ratio (106.2%) is considered high.
Reducing Debt: JWD's debt to equity ratio has reduced from 206.9% to 106.2% over the past 5 years.
Debt Coverage: JWD's debt is not well covered by operating cash flow (13%).
Interest Coverage: JWD's interest payments on its debt are well covered by EBIT (6.7x coverage).
Inventory Level: JWD has a high level of physical assets or inventory.
Debt Coverage by Assets: JWD's debt is not covered by short term assets (assets are 0.7x debt).
What is JWD InfoLogistics's current dividend yield, its reliability and sustainability?
Current Dividend Yield
Upcoming Dividend Payment
Dividend Yield vs Market
Notable Dividend: JWD's dividend (4.9%) is higher than the bottom 25% of dividend payers in the TH market (3.39%).
High Dividend: JWD's dividend (4.9%) is low compared to the top 25% of dividend payers in the TH market (8.97%).
Stability and Growth of Payments
Stable Dividend: Whilst dividend payments have been stable, JWD has been paying a dividend for less than 10 years.
Growing Dividend: JWD's dividend payments have increased, but the company has only paid a dividend for 4 years.
Current Payout to Shareholders
Dividend Coverage: With its reasonable payout ratio (70.3%), JWD's dividend payments are covered by earnings.
Future Payout to Shareholders
Future Dividend Coverage: JWD's dividends in 3 years are not forecast to be well covered by earnings (92.6% payout ratio).
How experienced are the management team and are they aligned to shareholders interests?
Average board tenure
Bunditkitsada Charvanin (43yo)
Mr. Charvanin Bunditkitsada serves as the Chief Executive Officer at JWD Infologistics Public Company Limited and also serves as it's Acting Senior Vice President of Operations. Mr. Bunditkitsada has been ...
|CEO, Acting Senior VP of Operations & Director||no data||฿110.00k||37.83% ฿2.0b|
|Senior Vice President of Administration & Purchasing||9.33yrs||฿110.00k||5.06% ฿263.4m|
|Senior VP of Business Development & Director||5.08yrs||฿120.00k||0.12% ฿6.1m|
|Deputy CEO & Director||5.92yrs||฿130.00k||9.4% ฿489.0m|
|MD of Cold Chain Business & Director||5.92yrs||฿110.00k||no data|
|Independent Director||6.08yrs||฿540.00k||no data|
|Independent Director||6.08yrs||฿585.00k||no data|
|Independent Chairman of the Board||6.08yrs||฿630.00k||0.0050% ฿260.1k|
Experienced Board: JWD's board of directors are considered experienced (6.1 years average tenure).
Who are the major shareholders and have insiders been buying or selling?
Insider Trading Volume
Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.
Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.
JWD InfoLogistics Public Company Limited's company bio, employee growth, exchange listings and data sources
- Name: JWD InfoLogistics Public Company Limited
- Ticker: JWD
- Exchange: SET
- Founded: 1979
- Industry: Air Freight and Logistics
- Sector: Transportation
- Market Cap: ฿5.202b
- Shares outstanding: 1.02b
- Website: https://www.jwd-group.com
- JWD InfoLogistics Public Company Limited
- 36 Krungthep Kreetha Road
|Ticker||Exchange||Primary Security||Security Type||Country||Currency||Listed on|
|JWD-R||SET (The Stock Exchange of Thailand)||THB0.50(NVDR)||TH||THB||Sep 2015|
|JWD||SET (The Stock Exchange of Thailand)||Yes||Common Stock||TH||THB||Sep 2015|
JWD InfoLogistics Public Company Limited, together with its subsidiaries, engages in the integrated logistics business in Thailand, Taiwan, the United States, Myanmar, Laos, Cambodia, and internationally. The company operates through six segments: Integrated Logistics, Supply Chain and Warehouse Management; Transportation Services; Domestic and International Removal; Record and Information Storage; Foods; and Others. It offers warehousing and yard management, customs clearance, and transportation and distribution management, as well as consultancy and other value added services; and logistics software development services. The company also develops office property; provides warehouse investment consultation, rental, and management services; and offers property management services, including facility, financial, environment and power, and safety management, as well as building inspection and fire exercise services. In addition, it offers house, factory, office, and fine arts and exhibition items removal services; self storage services; record and information management services; and IT solutions for supply chain management. Further, the company provides buildings and other construction facilities rental, moving, land rental, in-land and freight transportation, port, carriage, goods packing and handling, cargo container, and cold storage services; sells temperature controlled equipment; and sells and installs electronics devices, software applications, and network services. It primarily serves customers in automotive and parts, chemicals and dangerous goods, and food and cold chain sectors. JWD InfoLogistics Public Company Limited was founded in 1979 and is headquartered in Bangkok, Thailand.
Company Analysis and Financial Data Status
|Data||Last Updated (UTC time)|
|Company Analysis||2020/03/28 16:49|
|End of Day Share Price||2020/03/27 00:00|
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.