Buy Or Sell Opportunity • Jul 06
Now 32% undervalued Over the last 90 days, the stock has risen 146% to ฿0.86. The fair value is estimated to be ฿1.26, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 8.4% over the last 3 years, while earnings per share has been flat. New Risk • Jun 23
New major risk - Share price stability The company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Thai stocks, typically moving 12% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (12% average weekly change). Market cap is less than US$10m (฿98.0m market cap, or US$2.96m). Reported Earnings • Feb 27
Full year 2025 earnings released: ฿0.11 loss per share (vs ฿0.37 loss in FY 2024) Full year 2025 results: ฿0.11 loss per share (improved from ฿0.37 loss in FY 2024). Revenue: ฿423.0m (down 12% from FY 2024). Net loss: ฿22.7m (loss narrowed 71% from FY 2024). Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has fallen by 51% per year, which means it is performing significantly worse than earnings. Tillkännagivande • Feb 26
BuilderSmart Public Company Limited, Annual General Meeting, Apr 28, 2026 BuilderSmart Public Company Limited, Annual General Meeting, Apr 28, 2026, at 10:00 SE Asia Standard Time. Location: iver 1 room, 3rd floor, riverfront bangkok sv city tower, 912 rama 3 road, Thailand Reported Earnings • Nov 14
Third quarter 2025 earnings released: ฿0.01 loss per share (vs ฿0.086 loss in 3Q 2024) Third quarter 2025 results: ฿0.01 loss per share (improved from ฿0.086 loss in 3Q 2024). Revenue: ฿110.7m (down 7.3% from 3Q 2024). Net loss: ฿2.23m (loss narrowed 88% from 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 33% per year but the company’s share price has fallen by 50% per year, which means it is performing significantly worse than earnings. New Risk • Nov 07
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 Market cap is less than US$10m (฿98.0m market cap, or US$3.03m). Minor Risk Share price has been volatile over the past 3 months (6.4% average weekly change). Buy Or Sell Opportunity • Sep 30
Now 20% undervalued after recent price drop Over the last 90 days, the stock has fallen 15% to ฿0.57. The fair value is estimated to be ฿0.71, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 21% over the last 3 years. Earnings per share has declined by 28%. Reported Earnings • Aug 16
Second quarter 2025 earnings released: ฿0.03 loss per share (vs ฿0.065 loss in 2Q 2024) Second quarter 2025 results: ฿0.03 loss per share (improved from ฿0.065 loss in 2Q 2024). Revenue: ฿102.1m (down 11% from 2Q 2024). Net loss: ฿6.42m (loss narrowed 53% from 2Q 2024). Over the last 3 years on average, earnings per share has fallen by 28% per year but the company’s share price has fallen by 45% per year, which means it is performing significantly worse than earnings. Reported Earnings • May 15
First quarter 2025 earnings released: ฿0.045 loss per share (vs ฿0.01 profit in 1Q 2024) First quarter 2025 results: ฿0.045 loss per share (down from ฿0.01 profit in 1Q 2024). Revenue: ฿110.9m (down 8.3% from 1Q 2024). Net loss: ฿9.65m (down ฿11.8m from profit in 1Q 2024). Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has fallen by 36% per year, which means it is performing significantly worse than earnings. Buy Or Sell Opportunity • Apr 28
Now 22% undervalued after recent price drop Over the last 90 days, the stock has fallen 50% to ฿0.84. The fair value is estimated to be ฿1.07, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 19% over the last 3 years. Earnings per share has grown by 5.4%. New Risk • Apr 02
New major risk - Share price stability The company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Thai stocks, typically moving 11% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (11% average weekly change). Earnings have declined by 5.8% per year over the past 5 years. Market cap is less than US$10m (฿170.4m market cap, or US$4.99m). Buy Or Sell Opportunity • Apr 02
Now 26% undervalued after recent price drop Over the last 90 days, the stock has fallen 53% to ฿0.80. The fair value is estimated to be ฿1.07, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 19% over the last 3 years. Earnings per share has grown by 5.4%. Buy Or Sell Opportunity • Mar 14
Now 21% overvalued Over the last 90 days, the stock has fallen 17% to ฿1.47. The fair value is estimated to be ฿1.21, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 19% over the last 3 years. Earnings per share has grown by 5.4%. Reported Earnings • Feb 28
Full year 2024 earnings released: ฿0.37 loss per share (vs ฿0.25 loss in FY 2023) Full year 2024 results: ฿0.37 loss per share (further deteriorated from ฿0.25 loss in FY 2023). Revenue: ฿481.9m (flat on FY 2023). Net loss: ฿78.7m (loss widened 49% from FY 2023). Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 26% per year, which means it is significantly lagging earnings. Tillkännagivande • Feb 27
BuilderSmart Public Company Limited, Annual General Meeting, Apr 23, 2025 BuilderSmart Public Company Limited, Annual General Meeting, Apr 23, 2025, at 10:00 SE Asia Standard Time. Location: river 1 room, 3rd floor, riverfront, bangkok sv city tower, 912 rama 3 road, bangkok, Thailand New Risk • Feb 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 6.6% 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 Risks Earnings have declined by 13% per year over the past 5 years. Market cap is less than US$10m (฿306.8m market cap, or US$9.06m). Minor Risk Share price has been volatile over the past 3 months (6.6% average weekly change). New Risk • Feb 04
New major risk - Market cap size The company's market capitalization is less than US$10m. Market cap: ฿321.7m (US$9.50m) 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 Earnings have declined by 13% per year over the past 5 years. Market cap is less than US$10m (฿321.7m market cap, or US$9.50m). Reported Earnings • Nov 12
Third quarter 2024 earnings released: ฿0.086 loss per share (vs ฿0.08 loss in 3Q 2023) Third quarter 2024 results: ฿0.086 loss per share (further deteriorated from ฿0.08 loss in 3Q 2023). Revenue: ฿119.4m (up 9.8% from 3Q 2023). Net loss: ฿18.3m (loss widened 7.6% from 3Q 2023). Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has fallen by 23% per year, which means it is significantly lagging earnings. Reported Earnings • Aug 10
Second quarter 2024 earnings released: ฿0.065 loss per share (vs ฿0.022 loss in 2Q 2023) Second quarter 2024 results: ฿0.065 loss per share (further deteriorated from ฿0.022 loss in 2Q 2023). Revenue: ฿114.8m (down 20% from 2Q 2023). Net loss: ฿13.8m (loss widened 191% from 2Q 2023). Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings. Tillkännagivande • May 03
BuilderSmart Public Company Limited Announces Audit Committee Appointments BuilderSmart Public Company Limited announced that at the AGM was held on 25 April 2024, the company approved the appointment of Mr. Orsen Karnburisudthi as Chairman of the audit committee,effective 25 April 2024. The audit committee is consisted of: Chairman of the audit committee - .Paramat Chulvanij, Member of the audit committee-Miss Thitiya Wongchirachai, Member of the audit committee-Mr.Orsen Karnburisudthi, Secretary of the audit committee-Ms.Vichuta Singsuk. Tillkännagivande • Feb 23
BuilderSmart Public Company Limited, Annual General Meeting, Apr 25, 2024 BuilderSmart Public Company Limited, Annual General Meeting, Apr 25, 2024, at 10:00 SE Asia Standard Time. Location: River 1 Room, 3rd floor, Riverfront Residence SV City Tower, 912 Rama 3 Road Bangkok Thailand Agenda: To adopt the minutes of the Annual General Meeting for the year 2023; to acknowledge the Company's performance for the Year 2023; to consider and approve the Financial Statements of the Company and its subsidiaries for the fiscal year ended December 31, 2023 and to acknowledge the report of the auditors; to consider and approve un-allocation of the net profit of the Company's operating results for the year 2023 as legal reserve; to consider and approve the omission dividend payment of the year 2023; to consider and approve the election of directors in place of the retiring directors by rotation for the year 2024; to consider and approve the determination of the remuneration of the directors and audit committees for the year 2024 in term of meeting allowance and approve in principle of director bonus for operation year 2024; to consider and approve the appointment of the auditors and the determination of the audit fee for the year 2024; and to consider other business (if any). Reported Earnings • Nov 11
Third quarter 2023 earnings released: ฿0.08 loss per share (vs ฿0.034 loss in 3Q 2022) Third quarter 2023 results: ฿0.08 loss per share (further deteriorated from ฿0.034 loss in 3Q 2022). Revenue: ฿108.8m (down 33% from 3Q 2022). Net loss: ฿17.0m (loss widened 137% from 3Q 2022). Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings. Reported Earnings • Aug 17
Second quarter 2023 earnings released: ฿0.022 loss per share (vs ฿0.071 loss in 2Q 2022) Second quarter 2023 results: ฿0.022 loss per share (improved from ฿0.071 loss in 2Q 2022). Revenue: ฿143.7m (up 1.6% from 2Q 2022). Net loss: ฿4.73m (loss narrowed 69% from 2Q 2022). Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth. Tillkännagivande • Dec 01
Buildersmart Public Company Limited Announces Change in CFO BuilderSmart Public Company Limited announced Change in CFO, Name: Missara Vongsinsirikul, Effective Date of Termination: 30-November 2022. Name: Sunchai Nuengsit, Effective Date of Appointment: 30-November 2022. Board Change • Nov 16
Less than half of directors are independent There is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 7 experienced directors. No highly experienced directors. 2 independent directors (6 non-independent directors). Independent Director Orsen Karnburisudthi was the last independent director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment. Tillkännagivande • Nov 15
BuilderSmart Public Company Limited Appoints Paramat Chulvanij as Member of Audit Committee The board of director meeting of BuilderSmart Public Company Limited 4 held on 10 November 2022 approved Appointment of Mr. Paramat Chulvanij as Member of the audit committee. Tillkännagivande • Nov 11
BuilderSmart Public Company Limited Announces Board Changes BuilderSmart Public Company Limited informed that Mr. Mark David Remijan has resigned from the Director, the Audit Committee and the Nomination and Remuneration Committee of the company which effective from November 10, 2022 onwards. In this regard, the resolution of the Board of Directors meeting No. 4/2022 convened on November 10, 2022 has resolved to approve the appointment of Mr. Paramat Chulvanij to be the Director, the Audit Committee and the Nomination and Remuneration Committee instead of Mr. Mark David Remijan for the remaining term, which effective from November 10, 2022 onwards. Reported Earnings • May 16
First quarter 2022 earnings released: EPS: ฿0.002 (vs ฿0.005 loss in 1Q 2021) First quarter 2022 results: EPS: ฿0.002 (up from ฿0.005 loss in 1Q 2021). Revenue: ฿284.6m (up 149% from 1Q 2021). Net income: ฿4.91m (up ฿15.5m from 1Q 2021). Profit margin: 1.7% (up from net loss in 1Q 2021). The move to profitability was driven by higher revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 76 percentage points per year, which is a significant difference in performance. Board Change • Apr 27
Less than half of directors are independent No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 8 experienced directors. No highly experienced directors. 3 independent directors (5 non-independent directors). Independent Director Orsen Karnburisudthi was the last independent director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment. Reported Earnings • Feb 27
Full year 2021 earnings: Revenues and EPS in line with analyst expectations Full year 2021 results: ฿0.039 loss per share (up from ฿0.041 loss in FY 2020). Revenue: ฿605.1m (down 17% from FY 2020). Net loss: ฿83.7m (loss narrowed 4.9% from FY 2020). Revenue was in line with analyst estimates. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 90 percentage points per year, which is a significant difference in performance. Tillkännagivande • Feb 25
BuilderSmart Public Company Limited, Annual General Meeting, Apr 28, 2022 BuilderSmart Public Company Limited, Annual General Meeting, Apr 28, 2022, at 10:00 SE Asia Standard Time. Location: at River 1 Room, 3rd floor, Riverfront Residence SV City Tower, 912 Rama 3 Road Bangkok Thailand Agenda: To adopt the minutes of the annual general meeting for the year 2021 to acknowledge the company's performance for the year 202; to consider and approve the financial statements of the company and its subsidiaries for the fiscal year ended December 31, 2021 and to acknowledge the report of the auditors; to consider and approve un-allocation of the net profit of the company's operating results for the year 2021 as legal reserve to consider and approve the omition dividend payment of the year 2021; to consider and approve the election of directors in place of the retiring directors by rotation for the year 2022; and to consider other matters. Reported Earnings • Aug 13
Second quarter 2021 earnings released: ฿0.012 loss per share (vs ฿0.006 loss in 2Q 2020) The company reported a poor second quarter result with increased losses, weaker revenues and weaker control over costs. Second quarter 2021 results: Revenue: ฿93.7m (down 42% from 2Q 2020). Net loss: ฿26.1m (loss widened 103% from 2Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 92 percentage points per year, which is a significant difference in performance. Reported Earnings • May 17
First quarter 2021 earnings released: ฿0.005 loss per share (vs ฿0.008 loss in 1Q 2020) The company reported a soft first quarter result with weaker revenues and control over costs, although losses reduced. First quarter 2021 results: Revenue: ฿114.4m (down 38% from 1Q 2020). Net loss: ฿10.6m (loss narrowed 36% from 1Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 84 percentage points per year, which is a significant difference in performance. Reported Earnings • Feb 25
Full year 2020 earnings released: ฿0.041 loss per share (vs ฿0.012 profit in FY 2019) The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2020 results: Revenue: ฿732.2m (down 14% from FY 2019). Net loss: ฿88.1m (down 453% from profit in FY 2019). Over the last 3 years on average, earnings per share has fallen by 91% per year but the company’s share price has only fallen by 29% per year, which means it has not declined as severely as earnings. Tillkännagivande • Feb 24
BuilderSmart Public Company Limited, Annual General Meeting, Apr 29, 2021 BuilderSmart Public Company Limited, Annual General Meeting, Apr 29, 2021, at 08:30 Indian Standard Time. Location: River 1 Room, 3rd floor , Riverfront Residence SV City Tower 912 Rama 3 Road Bangkok Thailand Agenda: To acknowledge the company's performance for the Year 2020; to consider and approve the Financial Statements of the company and its subsidiaries for the fiscal year ended December 31, 2020 and to acknowledge the report of the auditors; to consider and approve un-allocation of the net profit of the company's operating results for the year 2020 as legal reserve; to consider and approve the omission of dividend payment of the year 2020; to consider and approve the election of directors in place of the retiring directors by rotation for the year 2021; to consider and approve the appointment of the auditors and the determination of the audit fee for the year 2021; and to consider any other business. Is New 90 Day High Low • Dec 16
New 90-day high: ฿0.30 The company is up 7.0% from its price of ฿0.28 on 17 September 2020. The Thai market is up 15% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Trade Distributors industry, which is down 1.0% over the same period. Reported Earnings • Nov 13
Third quarter 2020 earnings released: ฿0.028 loss per share The company reported a poor third quarter result with weaker earnings, revenues and control over expenses. Third quarter 2020 results: Revenue: ฿158.1m (down 49% from 3Q 2019). Net loss: ฿59.5m (down 359% from profit in 3Q 2019). Over the last 3 years on average, earnings per share has fallen by 66% per year but the company’s share price has only fallen by 29% per year, which means it has not declined as severely as earnings.