OTCPK:SHNU.F

Stock Analysis Report

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Executive Summary

Intouch Holdings Public Company Limited, through its subsidiaries, engages in the satellite, Internet, telecommunications, and media and advertising businesses. More Details


Snowflake Analysis

Excellent balance sheet with proven track record and pays a dividend.

Share Price & News

How has Intouch Holdings's share price performed over time and what events caused price changes?


Latest Share Price and Events

Stable Share Price: SHNU.F has not had significant price volatility in the past 3 months.


Market Performance


7 Day Return

0%

SHNU.F

-3.1%

US Wireless Telecom

-3.3%

US Market


1 Year Return

n/a

SHNU.F

27.4%

US Wireless Telecom

10.9%

US Market

Return vs Industry: Insufficient data to determine how SHNU.F performed against the US Wireless Telecom industry.

Return vs Market: Insufficient data to determine how SHNU.F performed against the US Market.


Shareholder returns

SHNU.FIndustryMarket
7 Day0%-3.1%-3.3%
30 Day0%-6.4%-5.7%
90 Dayn/a2.7%8.2%
1 Yearn/a27.9%27.4%13.4%10.9%
3 Yearn/a50.2%46.7%34.9%25.9%
5 Yearn/a118.9%108.9%84.6%63.8%

Price Volatility Vs. Market

How volatile is Intouch Holdings's share price compared to the market and industry in the last 5 years?


Simply Wall St News

No news available

Valuation

Is Intouch Holdings undervalued compared to its fair value and its price relative to the market?

16.38x

Price to Earnings (PE) ratio


Share Price vs. Fair Value

Below Fair Value: SHNU.F ($1.63) is trading above our estimate of fair value ($1.22)

Significantly Below Fair Value: SHNU.F is trading above our estimate of fair value.


Price To Earnings Ratio

PE vs Industry: SHNU.F is good value based on its PE Ratio (16.4x) compared to the US Wireless Telecom industry average (27.5x).

PE vs Market: SHNU.F is good value based on its PE Ratio (16.4x) compared to the US market (19x).


Price to Earnings Growth Ratio

PEG Ratio: SHNU.F is poor value based on its PEG Ratio (3.2x)


Price to Book Ratio

PB vs Industry: SHNU.F is overvalued based on its PB Ratio (4.9x) compared to the US Wireless Telecom industry average (2.1x).


Next Steps

Future Growth

How is Intouch Holdings forecast to perform in the next 1 to 3 years based on estimates from 10 analysts?

5.1%

Forecasted annual earnings growth


Earnings and Revenue Growth Forecasts


Analyst Future Growth Forecasts

Earnings vs Savings Rate: SHNU.F's forecast earnings growth (5.1% per year) is above the savings rate (2.2%).

Earnings vs Market: SHNU.F's earnings (5.1% per year) are forecast to grow slower than the US market (23.6% per year).

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

Revenue vs Market: SHNU.F's revenue is expected to decline over the next 3 years (-8.4% per year).

High Growth Revenue: SHNU.F's revenue is forecast to decline over the next 3 years (-8.4% per year).


Earnings per Share Growth Forecasts


Future Return on Equity

Future ROE: SHNU.F's Return on Equity is forecast to be high in 3 years time (32.6%)


Next Steps

Past Performance

How has Intouch Holdings performed over the past 5 years?

-11.0%

Historical annual earnings growth


Earnings and Revenue History

Quality Earnings: SHNU.F has high quality earnings.

Growing Profit Margin: SHNU.F's current net profit margins are higher than last year .


Past Earnings Growth Analysis

Earnings Trend: SHNU.F's earnings have declined by 11% per year over the past 5 years.

Accelerating Growth: SHNU.F's earnings growth over the past year (5.3%) exceeds its 5-year average (-11% per year).

Earnings vs Industry: SHNU.F earnings growth over the past year (5.3%) underperformed the Wireless Telecom industry 14.3%.


Return on Equity

High ROE: SHNU.F's Return on Equity (23.8%) is considered high.


Next Steps

Financial Health

How is Intouch Holdings's financial position?


Financial Position Analysis

Short Term Liabilities: SHNU.F's short term assets (฿12.9B) exceed its short term liabilities (฿4.8B).

Long Term Liabilities: SHNU.F's short term assets (฿12.9B) exceed its long term liabilities (฿4.4B).


Debt to Equity History and Analysis

Debt Level: SHNU.F's debt to equity ratio (9.3%) is considered satisfactory.

Reducing Debt: SHNU.F's debt to equity ratio has reduced from 30.2% to 9.3% over the past 5 years.

Debt Coverage: SHNU.F's debt is well covered by operating cash flow (276.4%).

Interest Coverage: Insufficient data to determine if SHNU.F's interest payments on its debt are well covered by EBIT.


Balance Sheet


Next Steps

Dividend

What is Intouch Holdings's current dividend yield, its reliability and sustainability?

4.38%

Current Dividend Yield


Dividend Yield vs Market

Notable Dividend: SHNU.F's dividend (4.38%) is higher than the bottom 25% of dividend payers in the US market (1.62%).

High Dividend: SHNU.F's dividend (4.38%) is low compared to the top 25% of dividend payers in the US market (4.41%).


Stability and Growth of Payments

Stable Dividend: SHNU.F's dividend payments have been volatile in the past 10 years.

Growing Dividend: SHNU.F's dividend payments have increased over the past 10 years.


Current Payout to Shareholders

Dividend Coverage: With its reasonable payout ratio (71.7%), SHNU.F's dividend payments are covered by earnings.


Future Payout to Shareholders

Future Dividend Coverage: SHNU.F's dividends in 3 years are forecast to be covered by earnings (76.5% payout ratio).


Next Steps

Management

How experienced are the management team and are they aligned to shareholders interests?

1.6yrs

Average management tenure


CEO

Anek Pana-Apichon (54 yo)

1.58yrs

Tenure

Mr. Anek Pana-Apichon has been Chief Executive Officer of Intouch Holdings Public Company Limited since January 1, 2019. Mr. Pana-Apichon serves as Non-Executive Director at Advanced Info Service Public Co ...


Leadership Team

NamePositionTenureCompensationOwnership
Anek Pana-Apichon
CEO & Executive Director1.58yrsno data0.0022%
฿ 125.2k
Kim Siritaweechai
Chief Financial Officer1.58yrsno data0.00030%
฿ 17.1k
Anan Chatngoenngam
Senior Vice President of Accountant4.33yrsno datano data
Tomyantee Kongpoolsilpa
Senior Vice President Portfolio Management & Investor Relationsno datano datano data
Wichai Kittiwittayakul
Executive VP of Governanceno datano datano data
Kantima Lerlertyuttitham
Group Chief Human Resources Officer4yrsno datano data
Panya Thongchai
Assistant Vice President of Investor Relationsno datano datano data
Ted Thirapatana
Deputy Chief Executive Officer0.25yrno datano data

1.6yrs

Average Tenure

51.5yo

Average Age

Experienced Management: SHNU.F's management team is not considered experienced ( 1.6 years average tenure), which suggests a new team.


Board Members

NamePositionTenureCompensationOwnership
Anek Pana-Apichon
CEO & Executive Director1.58yrsno data0.0022%
฿ 125.2k
Somprasong Boonyachai
Non-Executive Director13.33yrs฿3.63m0.0057%
฿ 324.3k
Prasert Bunsumpun
Independent Director8.67yrs฿4.00mno data
Virach Aphimeteetamrong
Chairman13.25yrs฿5.29mno data
Somkid Wangcherdchuwong
Chairman of ITV PLCno datano datano data
Kan Trakulhoon
Independent Director3.42yrs฿4.00mno data
Wichian Mektrakarn
Chairman of CSLno datano datano data
Paron Israsena Ayudhaya
Chairman of Thaicom PLCno datano datano data
Somchai Supphatada
Independent Director14.17yrs฿3.98mno data
Sopawadee Lertmanaschai
Independent Director6.42yrs฿3.81mno data
Ngiap Jong Low
Non-Executive Director3.75yrs฿3.97mno data
Buck Chye Kwek
Non-Executive Director5.58yrs฿3.65mno data

6.4yrs

Average Tenure

65yo

Average Age

Experienced Board: SHNU.F's board of directors are considered experienced (6.4 years average tenure).


Ownership

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.


Ownership Breakdown

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.


Top Shareholders

Company Information

Intouch Holdings Public Company Limited's company bio, employee growth, exchange listings and data sources


Key Information

  • Name: Intouch Holdings Public Company Limited
  • Ticker: SHNU.F
  • Exchange: OTCPK
  • Founded: 1983
  • Industry: Wireless Telecommunication Services
  • Sector: Telecom
  • Market Cap: ฿179.565b
  • Listing Market Cap: ฿5.690b
  • Shares outstanding: 3.21b
  • Website: https://www.intouchcompany.com

Number of Employees


Location

  • Intouch Holdings Public Company Limited
  • 349 SJ Infinite One Business Complex
  • 29th and 30th Floors
  • Bangkok
  • 10900
  • Thailand

Listings

TickerExchangePrimary SecuritySecurity TypeCountryCurrencyListed on
INTUCHSET (The Stock Exchange of Thailand)YesCommon SharesTHTHBJan 1992
SHNU.FOTCPK (Pink Sheets LLC)THB1 (ALIEN MKT)USUSDJan 1992
INTUCH-FTHAMSE (Bangkok-Alien Market Stock Exchange)THB1 (ALIEN MKT)THTHBJan 1992
SWTFDB (Deutsche Boerse AG)THB1 (ALIEN MKT)DEEURJan 1992
INTUCH-RSET (The Stock Exchange of Thailand)THB1(NON VTG DEP RCPT)THTHBAug 2001
SHNV.FOTCPK (Pink Sheets LLC)DP RCT NON VTGUSUSDOct 2006

Biography

Intouch Holdings Public Company Limited, through its subsidiaries, engages in the satellite, Internet, telecommunications, and media and advertising businesses. It operates through Local Wireless Telecommu ...


Company Analysis and Financial Data Status

All financial data provided by Standard & Poor's Capital IQ.
DataLast Updated (UTC time)
Company Analysis2020/08/24 05:50
End of Day Share Price2020/05/27 00:00
Earnings2020/06/30
Annual Earnings2019/12/31


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.