Namyong Terminal Management

Management criteria checks 4/4

Namyong Terminal's CEO is Theparak Leungsuwan, appointed in Mar 2002, has a tenure of 22.17 years. directly owns 17.61% of the company’s shares, worth THB960.87M. The average tenure of the management team and the board of directors is 22.2 years and 11.3 years respectively.

Key information

Theparak Leungsuwan

Chief executive officer

฿136.5k

Total compensation

CEO salary percentage	n/a
CEO tenure	22.2yrs
CEO ownership	17.6%
Management average tenure	22.2yrs
Board average tenure	11.3yrs

Recent management updates

Recent updates

CEO

Theparak Leungsuwan (71 yo)

22.2yrs

Tenure

฿136,500

Compensation

Dr. Theparak Leungsuwan has been the Chief Executive Officer and Executive Director of Namyong Terminal Public Company Limited since March 19, 2002. He served as a Director at Sapphire RoRo (Thailand) Limi...

Leadership Team

Name	Position	Tenure	Compensation	Ownership
Theparak Leungsuwan	CEO & Executive Director	22.2yrs	฿136.50k	17.61% THB 960.9m
Pimkarn Leungsuwan	CFO & Executive Director	22.2yrs	฿136.50k	1.57% THB 85.6m
Pongthep Leungsuwan	Chief Admin Officer	12.3yrs	฿136.50k	no data
Amornnat Janyong	Chief Operating Officer	22.2yrs	฿90.00k	no data
Sopana Paraphuti	Head of Compliance & Corporate Secretary	8.8yrs	no data	no data
Pranee Wonglertsiri	Head of Internal Audit Department	no data	no data	no data

22.2yrs

Average Tenure

58yo

Average Age

Experienced Management: NYT's management team is seasoned and experienced (22.2 years average tenure).

Board Members

Name	Position	Tenure	Compensation	Ownership
Theparak Leungsuwan	CEO & Executive Director	22.2yrs	฿136.50k	17.61% THB 960.9m
Pimkarn Leungsuwan	CFO & Executive Director	22.2yrs	฿136.50k	1.57% THB 85.6m
Pongthep Leungsuwan	Chief Admin Officer	12.3yrs	฿136.50k	no data
Sunee Sornchaitanasuk	Independent Director	7.8yrs	฿304.50k	no data
Pensri Leungsuwan	Non-Executive Director	22.2yrs	฿136.50k	1.55% THB 84.7m
Dhananant Leungsuwan	Non-Executive Director	12.7yrs	฿136.50k	1.56% THB 85.3m
Benchawan Srangnitra	Independent Director	12.7yrs	฿303.45k	no data
Sunee Pongpud	Independent Director	10.3yrs	฿246.75k	no data
Vallop Tiasiri	Independent Director	9.8yrs	฿170.10k	no data
Vichya Kreangam	Independent Director	9.5yrs	฿280.35k	no data
Borwornsak Uwanno	Independent Chairman of the Board	8.3yrs	฿299.25k	0.11% THB 5.9m
Khemchai Chutiwongse	Advisor of the Board of Directors	5.3yrs	no data	no data

11.3yrs

Average Tenure

68yo

Average Age

Experienced Board: NYT's board of directors are seasoned and experienced ( 11.3 years average tenure).

Namyong Terminal Management

Management criteria checks 4/4

Key information

Recent management updates

Namyong Terminal Public Company Limited Approves Appointment of Chaiyong Ratanacharoensiri as Director, Member of the Audit Committee and Independent Director

Namyong Terminal Public Company Limited, Annual General Meeting, Apr 19, 2024

Insufficient new directors

Namyong Terminal Public Company Limited Announces Demise of Mr. Chaisawasd Kittipornpaiboon, Independent Director

Insufficient new directors

Namyong Terminal Public Company Limited, Annual General Meeting, Apr 26, 2022

Recent updates

Upcoming dividend of ฿0.36 per share

Namyong Terminal Public Company Limited Approves Appointment of Chaiyong Ratanacharoensiri as Director, Member of the Audit Committee and Independent Director

Price target increased by 8.2% to ฿5.30

Consensus EPS estimates increase by 10%

Dividend increased to ฿0.36

Namyong Terminal Public Company Limited, Annual General Meeting, Apr 19, 2024

New major risk - Revenue and earnings growth

Namyong Terminal Public Company Limited Proposes Dividend Payment from Operational Results for the Fiscal Year Ended 31 December 2023, Payable on 17 May 2024

Consensus EPS estimates increase by 23%

Now 22% undervalued

Now 20% undervalued

Now 20% undervalued

Third quarter 2023 earnings released: EPS: ฿0.10 (vs ฿0.05 in 3Q 2022)

Now 23% undervalued

Now 22% undervalued

Consensus EPS estimates increase by 19%

Price target increased by 12% to ฿4.75

New major risk - Revenue and earnings growth

Second quarter 2023 earnings released: EPS: ฿0.09 (vs ฿0.034 in 2Q 2022)

First quarter 2023 earnings released: EPS: ฿0.08 (vs ฿0.04 in 1Q 2022)

Investor sentiment deteriorates as stock falls 18%

Upcoming dividend of ฿0.22 per share at 5.4% yield

Insufficient new directors

Namyong Terminal Public Company Limited Announces Demise of Mr. Chaisawasd Kittipornpaiboon, Independent Director

Price target decreased to ฿4.33

Consensus forecasts updated

Price target decreased to ฿4.98

Upcoming dividend of ฿0.16 per share

Insufficient new directors

Namyong Terminal Public Company Limited, Annual General Meeting, Apr 26, 2022

Namyong Terminal Public Company Limited Proposes Distribution of Dividend Payment Derived from Operational Results for the Year 2021, Payable on May 26, 2022

Full year 2021 earnings: Revenues exceed analysts expectations while EPS lags behind

Third quarter 2021 earnings released: EPS ฿0.03 (vs ฿0.02 in 3Q 2020)

Investor sentiment deteriorated over the past week

Second quarter 2021 earnings released: EPS ฿0.05 (vs ฿0.03 in 2Q 2020)

Investor sentiment improved over the past week

First quarter 2021 earnings released: EPS ฿0.07 (vs ฿0.06 in 1Q 2020)

Upcoming dividend of ฿0.20 per share

Namyong Terminal Public Company Limited Approves the Payment of Dividend for the Year 2020, Payable on 27 May 2021

Consensus EPS estimates fall to ฿0.24

Price target increased to ฿5.02

Full year 2020 earnings released: EPS ฿0.18 (vs ฿0.30 in FY 2019)

Revenue beats expectations

Namyong Terminal Public Company Limited, Annual General Meeting, Apr 28, 2021

New 90-day high: ฿3.80

Price target raised to ฿4.45

Analysts increase revenue estimates to ฿1.18b

Market bids up stock over the past week

New 90-day high: ฿3.60

Analysts update estimates

Third quarter 2020 earnings released: EPS ฿0.02

New 90-day high: ฿3.28

Price target raised to ฿3.92

New 90-day high - ฿3.12

Namyong Terminal Public Company Limited (SET:NYT) acquired a 51% stake in Seahorse Ferries Co., Ltd.

First half earnings released

Price target raised to ฿3.70

CEO

Tenure

Compensation

Leadership Team

Average Tenure

Average Age

Board Members

Average Tenure

Average Age