Buy Or Sell Opportunity • May 22
Now 20% overvalued Over the last 90 days, the stock has fallen 23% to ฿4.42. The fair value is estimated to be ฿3.67, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 16%. Revenue is forecast to grow by 5.0% in a year. Earnings are forecast to grow by 9.1% in the next year. Reported Earnings • May 16
First quarter 2026 earnings: EPS exceeds analyst expectations First quarter 2026 results: EPS: ฿0.07 (down from ฿0.08 in 1Q 2025). Revenue: ฿423.1m (flat on 1Q 2025). Net income: ฿53.7m (down 18% from 1Q 2025). Profit margin: 13% (down from 15% in 1Q 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 17%. Revenue is forecast to grow 5.2% p.a. on average during the next 2 years, compared to a 5.9% growth forecast for the Hospitality industry in Thailand. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 24% per year, which means it is significantly lagging earnings. Upcoming Dividend • Apr 30
Upcoming dividend of ฿0.25 per share Eligible shareholders must have bought the stock before 07 May 2026. Payment date: 25 May 2026. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 5.3%. Lower than top quartile of Thai dividend payers (7.5%). Higher than average of industry peers (3.3%). Major Estimate Revision • Mar 03
Consensus EPS estimates fall by 20% The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate fell from ฿0.313 to ฿0.25 per share. Revenue forecast steady at ฿1.70b. Net income forecast to grow 0.9% next year vs 21% growth forecast for Hospitality industry in Thailand. Consensus price target down from ฿6.01 to ฿5.58. Share price fell 9.1% to ฿5.00 over the past week. Reported Earnings • Feb 26
Full year 2025 earnings released: EPS: ฿0.25 (vs ฿0.36 in FY 2024) Full year 2025 results: EPS: ฿0.25 (down from ฿0.36 in FY 2024). Revenue: ฿1.63b (up 1.9% from FY 2024). Net income: ฿204.1m (down 31% from FY 2024). Profit margin: 13% (down from 19% in FY 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.0% p.a. on average during the next 2 years, compared to a 6.7% growth forecast for the Hospitality industry in Thailand. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has fallen by 21% per year, which means it is significantly lagging earnings. Declared Dividend • Feb 26
Dividend reduced to ฿0.25 Dividend of ฿0.25 is 24% lower than last year. Ex-date: 7th May 2026 Payment date: 25th May 2026 Dividend yield will be 4.7%, which is higher than the industry average of 1.7%. Sustainability & Growth Dividend is not covered by earnings (105% earnings payout ratio) nor is it adequately covered by cash flows (98% cash payout ratio). The dividend has increased by an average of 54% per year over the past 9 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 17% to bring the payout ratio under control. EPS is expected to grow by 16% over the next 2 years, which means the dividend may need to be reduced to reach a sustainable payout ratio. Tillkännagivande • Feb 25
After You Public Company Limited announces Annual dividend, payable on May 25, 2026 After You Public Company Limited announced Annual dividend of THB 0.2500 per share payable on May 25, 2026, ex-date on May 07, 2026 and record date on May 08, 2026. New Risk • Feb 25
New major risk - Revenue and earnings growth Earnings are forecast to decline by an average of 2.7% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 105% Cash payout ratio: 110% Earnings are forecast to decline by an average of 2.7% per year for the foreseeable future. Tillkännagivande • Feb 25
After You Public Company Limited, Annual General Meeting, Apr 27, 2026 After You Public Company Limited, Annual General Meeting, Apr 27, 2026, at 10:00 SE Asia Standard Time. Price Target Changed • Feb 15
Price target decreased by 7.3% to ฿6.01 Down from ฿6.48, the current price target is an average from 4 analysts. New target price is 13% above last closing price of ฿5.30. Stock is down 37% over the past year. The company is forecast to post earnings per share of ฿0.28 for next year compared to ฿0.36 last year. Price Target Changed • Feb 03
Price target decreased by 8.3% to ฿6.31 Down from ฿6.88, the current price target is an average from 4 analysts. New target price is 26% above last closing price of ฿5.00. Stock is down 46% over the past year. The company is forecast to post earnings per share of ฿0.29 for next year compared to ฿0.36 last year. Reported Earnings • Nov 11
Third quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behind Third quarter 2025 results: EPS: ฿0.06 (down from ฿0.10 in 3Q 2024). Revenue: ฿395.9m (down 8.3% from 3Q 2024). Net income: ฿52.3m (down 37% from 3Q 2024). Profit margin: 13% (down from 19% in 3Q 2024). The decrease in margin was driven by lower revenue. Revenue exceeded analyst estimates by 1.4%. Earnings per share (EPS) missed analyst estimates by 14%. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Hospitality industry in Thailand. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has fallen by 25% per year, which means it is significantly lagging earnings. Buy Or Sell Opportunity • Nov 04
Now 20% undervalued after recent price drop Over the last 90 days, the stock has fallen 32% to ฿4.80. The fair value is estimated to be ฿6.02, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 25% over the last 3 years. Earnings per share has grown by 44%. Revenue is forecast to grow by 8.5% in 2 years. Earnings are forecast to grow by 0.5% in the next 2 years. Price Target Changed • Oct 07
Price target decreased by 7.3% to ฿7.90 Down from ฿8.53, the current price target is an average from 4 analysts. New target price is 33% above last closing price of ฿5.95. Stock is down 41% over the past year. The company is forecast to post earnings per share of ฿0.33 for next year compared to ฿0.36 last year. Price Target Changed • Aug 13
Price target decreased by 9.8% to ฿8.85 Down from ฿9.81, the current price target is an average from 4 analysts. New target price is 35% above last closing price of ฿6.55. Stock is down 24% over the past year. The company is forecast to post earnings per share of ฿0.32 for next year compared to ฿0.36 last year. Reported Earnings • Aug 09
Second quarter 2025 earnings: EPS and revenues miss analyst expectations Second quarter 2025 results: EPS: ฿0.06 (down from ฿0.089 in 2Q 2024). Revenue: ฿390.9m (up 3.0% from 2Q 2024). Net income: ฿52.4m (down 28% from 2Q 2024). Profit margin: 13% (down from 19% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 3.3%. Earnings per share (EPS) also missed analyst estimates by 14%. Revenue is forecast to grow 8.1% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Hospitality industry in Thailand. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings. Buy Or Sell Opportunity • Jul 11
Now 21% undervalued after recent price drop Over the last 90 days, the stock has fallen 32% to ฿6.35. The fair value is estimated to be ฿8.00, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 28% over the last 3 years. Earnings per share has grown by 55%. Revenue is forecast to grow by 17% in 2 years. Earnings are forecast to grow by 9.3% in the next 2 years. Buy Or Sell Opportunity • Jun 23
Now 22% undervalued after recent price drop Over the last 90 days, the stock has fallen 33% to ฿6.30. The fair value is estimated to be ฿8.04, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 28% over the last 3 years. Earnings per share has grown by 55%. Revenue is forecast to grow by 17% in 2 years. Earnings are forecast to grow by 9.3% in the next 2 years. Valuation Update With 7 Day Price Move • May 19
Investor sentiment deteriorates as stock falls 15% After last week's 15% share price decline to ฿7.65, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 15x in the Hospitality industry in Thailand. Total loss to shareholders of 17% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ฿8.22 per share. Reported Earnings • May 10
First quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behind First quarter 2025 results: EPS: ฿0.08 (up from ฿0.066 in 1Q 2024). Revenue: ฿425.4m (up 24% from 1Q 2024). Net income: ฿65.3m (up 21% from 1Q 2024). Profit margin: 15% (in line with 1Q 2024). Revenue exceeded analyst estimates by 4.4%. Earnings per share (EPS) missed analyst estimates by 7.7%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 7.2% growth forecast for the Hospitality industry in Thailand. Over the last 3 years on average, earnings per share has increased by 55% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings. Price Target Changed • May 03
Price target decreased by 11% to ฿10.51 Down from ฿11.78, the current price target is an average from 4 analysts. New target price is 13% above last closing price of ฿9.30. Stock is up 1.6% over the past year. The company is forecast to post earnings per share of ฿0.40 for next year compared to ฿0.36 last year. Upcoming Dividend • Apr 30
Upcoming dividend of ฿0.33 per share Eligible shareholders must have bought the stock before 07 May 2025. Payment date: 22 May 2025. Payout ratio and cash payout ratio are on the higher end at 91% and 82% respectively. Trailing yield: 3.7%. Lower than top quartile of Thai dividend payers (7.9%). Higher than average of industry peers (3.0%). Price Target Changed • Mar 04
Price target decreased by 8.5% to ฿11.90 Down from ฿13.00, the current price target is an average from 4 analysts. New target price is 29% above last closing price of ฿9.25. Stock is up 7.6% over the past year. The company is forecast to post earnings per share of ฿0.43 for next year compared to ฿0.36 last year. Declared Dividend • Feb 26
Dividend increased to ฿0.33 Dividend of ฿0.33 is 57% higher than last year. Ex-date: 7th May 2025 Payment date: 22nd May 2025 Dividend yield will be 3.6%, which is higher than the industry average of 1.7%. Sustainability & Growth Dividend is not adequately covered by earnings (91% earnings payout ratio). However, it is covered by cash flows (82% cash payout ratio). The dividend has increased by an average of 63% per year over the past 8 years. However, payments have been volatile during that time. Earnings per share is expected to grow by 29% over the next 2 years, which should maintain adequate earnings cover for the dividend. Reported Earnings • Feb 25
Full year 2024 earnings: EPS exceeds analyst expectations Full year 2024 results: EPS: ฿0.36 (up from ฿0.22 in FY 2023). Revenue: ฿1.60b (up 30% from FY 2023). Net income: ฿296.2m (up 66% from FY 2023). Profit margin: 19% (up from 14% in FY 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.5%. Revenue is forecast to grow 15% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Hospitality industry in Thailand. Over the last 3 years on average, earnings per share has increased by 64% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings. Tillkännagivande • Feb 25
After You Public Company Limited, Annual General Meeting, Apr 25, 2025 After You Public Company Limited, Annual General Meeting, Apr 25, 2025, at 10:00 SE Asia Standard Time. Valuation Update With 7 Day Price Move • Jan 14
Investor sentiment deteriorates as stock falls 16% After last week's 16% share price decline to ฿9.45, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 20x in the Hospitality industry in Thailand. Total loss to shareholders of 3.8% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ฿10.02 per share. Reported Earnings • Nov 15
Third quarter 2024 earnings: EPS and revenues exceed analyst expectations Third quarter 2024 results: EPS: ฿0.10 (up from ฿0.066 in 3Q 2023). Revenue: ฿431.9m (up 27% from 3Q 2023). Net income: ฿83.4m (up 55% from 3Q 2023). Profit margin: 19% (up from 16% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 7.6%. Earnings per share (EPS) also surpassed analyst estimates by 11%. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Hospitality industry in Thailand. Over the last 3 years on average, earnings per share has increased by 72% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings. Major Estimate Revision • Nov 14
Consensus EPS estimates increase by 12% The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from ฿1.52b to ฿1.56b. EPS estimate increased from ฿0.318 to ฿0.355 per share. Net income forecast to grow 37% next year vs 20% growth forecast for Hospitality industry in Thailand. Consensus price target up from ฿12.65 to ฿13.15. Share price was steady at ฿10.90 over the past week. Major Estimate Revision • Oct 08
Consensus EPS estimates increase by 11% The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from ฿0.283 to ฿0.315. Revenue forecast steady at ฿1.51b. Net income forecast to grow 22% next year vs 10% growth forecast for Hospitality industry in Thailand. Consensus price target up from ฿11.85 to ฿12.33. Share price rose 4.7% to ฿10.00 over the past week. Price Target Changed • Oct 04
Price target increased by 10% to ฿12.30 Up from ฿11.18, the current price target is an average from 4 analysts. New target price is 25% above last closing price of ฿9.85. Stock is down 1.5% over the past year. The company is forecast to post earnings per share of ฿0.29 for next year compared to ฿0.22 last year. Buy Or Sell Opportunity • Sep 23
Now 21% overvalued after recent price rise Over the last 90 days, the stock has risen 35% to ฿9.80. The fair value is estimated to be ฿8.12, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 28% over the last 3 years. Earnings per share has grown by 72%. Revenue is forecast to grow by 38% in 2 years. Earnings are forecast to grow by 32% in the next 2 years. Buy Or Sell Opportunity • Aug 26
Now 21% overvalued after recent price rise Over the last 90 days, the stock has risen 12% to ฿9.25. The fair value is estimated to be ฿7.67, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 28% over the last 3 years. Earnings per share has grown by 72%. Revenue is forecast to grow by 36% in 2 years. Earnings are forecast to grow by 27% in the next 2 years. Valuation Update With 7 Day Price Move • Aug 19
Investor sentiment improves as stock rises 19% After last week's 19% share price gain to ฿8.90, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 19x in the Hospitality industry in Thailand. Total loss to shareholders of 12% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ฿7.72 per share. New Risk • Aug 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 7.4% 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. This is currently the only risk that has been identified for the company. Reported Earnings • Aug 10
Second quarter 2024 earnings: EPS exceeds analyst expectations Second quarter 2024 results: EPS: ฿0.09 (up from ฿0.053 in 2Q 2023). Revenue: ฿379.6m (up 26% from 2Q 2023). Net income: ฿72.7m (up 69% from 2Q 2023). Profit margin: 19% (up from 14% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 14%. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 9.7% growth forecast for the Hospitality industry in Thailand. Over the last 3 years on average, earnings per share has increased by 72% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings. Price Target Changed • Jun 13
Price target decreased by 11% to ฿11.83 Down from ฿13.25, the current price target is an average from 3 analysts. New target price is 58% above last closing price of ฿7.50. Stock is down 25% over the past year. The company is forecast to post earnings per share of ฿0.28 for next year compared to ฿0.22 last year. Buy Or Sell Opportunity • May 15
Now 23% overvalued after recent price rise Over the last 90 days, the stock has risen 2.9% to ฿8.95. The fair value is estimated to be ฿7.27, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Earnings per share has grown by 64%. For the next 3 years, revenue is forecast to grow by 18% per annum. Earnings are also forecast to grow by 19% per annum over the same time period. Upcoming Dividend • Apr 30
Upcoming dividend of ฿0.21 per share Eligible shareholders must have bought the stock before 07 May 2024. Payment date: 23 May 2024. Payout ratio is on the higher end at 96%, however this is supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of Thai dividend payers (5.9%). Higher than average of industry peers (1.8%). Declared Dividend • Feb 25
Dividend increased to ฿0.21 Dividend of ฿0.21 is 40% higher than last year. Ex-date: 7th May 2024 Payment date: 23rd May 2024 Dividend yield will be 2.4%, which is higher than the industry average of 1.7%. Sustainability & Growth Dividend is covered by both earnings (73% earnings payout ratio) and cash flows (45% cash payout ratio). The dividend has increased by an average of 56% per year over the past 7 years. However, payments have been volatile during that time. EPS is expected to grow by 42% over the next 2 years, which should provide support to the dividend and adequate earnings cover. Reported Earnings • Feb 24
Full year 2023 earnings: Revenues and EPS in line with analyst expectations Full year 2023 results: EPS: ฿0.22 (up from ฿0.14 in FY 2022). Revenue: ฿1.23b (up 29% from FY 2022). Net income: ฿178.2m (up 50% from FY 2022). Profit margin: 14% (up from 12% in FY 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 18% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Hospitality industry in Thailand. Over the last 3 years on average, earnings per share has increased by 64% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings. Tillkännagivande • Feb 23
After You Public Company Limited Proposes Dividend for the Year 2023, Payable on 23 May 2024 After You Public Company Limited's board meeting convened on 23 February 2024, proposed the 2024 Annual General Meeting of Shareholders to consider and approve not to allocate profits from the Operating Results for the year 2023 as the legal reserve of the Company has already reached the legal requirements and dividend payment at the rate of THB 0.21 per share or totaling THB 171,280,948 in which comply with the Dividend Payment Policy of the Company. In this regard, the Company has a policy to pay dividends in the amount of not less than 50% of the net profit according to the separate financial statements after deduction of reserves. The Company will pay the dividend to shareholders whose names appear on 8 May 2024 fixed as the Record Date and will be due to pay a dividend on 23 May 2024. The dividend payment remains uncertain and subject to approval from the 2024 Annual General Meeting of Shareholders. Major Estimate Revision • Aug 17
Consensus EPS estimates fall by 11% The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate fell from ฿0.213 to ฿0.19 per share. Revenue forecast steady at ฿1.21b. Net income forecast to grow 27% next year vs 29% growth forecast for Hospitality industry in Thailand. Consensus price target down from ฿12.87 to ฿12.53. Share price was steady at ฿10.40 over the past week. Reported Earnings • Aug 11
Second quarter 2023 earnings released: EPS: ฿0.05 (vs ฿0.042 in 2Q 2022) Second quarter 2023 results: EPS: ฿0.05 (up from ฿0.042 in 2Q 2022). Revenue: ฿301.6m (up 28% from 2Q 2022). Net income: ฿43.1m (up 26% from 2Q 2022). Profit margin: 14% (in line with 2Q 2022). Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Hospitality industry in Thailand. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth. Upcoming Dividend • May 02
Upcoming dividend of ฿0.15 per share at 1.4% yield Eligible shareholders must have bought the stock before 08 May 2023. Payment date: 23 May 2023. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 1.4%. Lower than top quartile of Thai dividend payers (6.2%). In line with average of industry peers (1.3%). Reported Earnings • Feb 24
Full year 2022 earnings released: EPS: ฿0.14 (vs ฿0.005 in FY 2021) Full year 2022 results: EPS: ฿0.14 (up from ฿0.005 in FY 2021). Revenue: ฿952.5m (up 52% from FY 2021). Net income: ฿118.5m (up ฿114.0m from FY 2021). Profit margin: 12% (up from 0.7% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 21% p.a. on average during the next 2 years, compared to a 24% growth forecast for the Hospitality industry in Thailand. Over the last 3 years on average, earnings per share has fallen by 50% per year but the company’s share price has increased by 21% per year, which means it is well ahead of earnings. Price Target Changed • Jan 12
Price target increased to ฿14.25 Up from ฿13.25, the current price target is an average from 2 analysts. New target price is 15% above last closing price of ฿12.40. Stock is up 19% over the past year. The company is forecast to post earnings per share of ฿0.15 for next year compared to ฿0.0055 last year. Reported Earnings • Nov 18
Third quarter 2022 earnings: EPS misses analyst expectations Third quarter 2022 results: EPS: ฿0.041 (up from ฿0.016 loss in 3Q 2021). Revenue: ฿247.7m (up 114% from 3Q 2021). Net income: ฿33.5m (up ฿46.6m from 3Q 2021). Profit margin: 14% (up from net loss in 3Q 2021). The move to profitability was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 18%. Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 23% growth forecast for the Hospitality industry in Thailand. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 69 percentage points per year, which is a significant difference in performance. Price Target Changed • Nov 16
Price target decreased to ฿12.75 Down from ฿14.40, the current price target is an average from 2 analysts. New target price is 17% above last closing price of ฿10.90. Stock is up 4.8% over the past year. The company is forecast to post earnings per share of ฿0.14 for next year compared to ฿0.0055 last year. 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 an independent director. The company's board is composed of: 1 new director. 4 experienced directors. 2 highly experienced directors. 3 independent directors (4 non-independent directors). Independent Director Chatchai Chantajinda was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment. Price Target Changed • Oct 07
Price target decreased to ฿12.75 Down from ฿14.40, the current price target is an average from 2 analysts. New target price is 18% above last closing price of ฿10.80. Stock is up 2.9% over the past year. The company is forecast to post earnings per share of ฿0.15 for next year compared to ฿0.0055 last year. Tillkännagivande • Jul 21
After You Public Company Limited Appoints Chamaiporn Tungkittisuwan as Chief Accountant (Acting) After You Public Company Limited announced the appointment of Chamaiporn Tungkittisuwan as Chief Accountant (Acting). Effective Date of Appointment is July 20, 2022. Reported Earnings • May 15
First quarter 2022 earnings: EPS and revenues miss analyst expectations First quarter 2022 results: EPS: ฿0.018 (up from ฿0.014 in 1Q 2021). Revenue: ฿200.8m (up 11% from 1Q 2021). Net income: ฿14.5m (up 24% from 1Q 2021). Profit margin: 7.2% (up from 6.5% in 1Q 2021). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 9.0%. Earnings per share (EPS) also missed analyst estimates by 75%. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 80 percentage points per year, which is a significant difference in performance. Board Change • Apr 27
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 an independent director. The company's board is composed of: 1 new director. 4 experienced directors. 2 highly experienced directors. 3 independent directors (4 non-independent directors). Independent Director Chatchai Chantajinda was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment. Tillkännagivande • Feb 22
After You Public Company Limited, Annual General Meeting, Apr 25, 2022 After You Public Company Limited, Annual General Meeting, Apr 25, 2022, at 03:00 Coordinated Universal Time. Agenda: To approve the Minute of the 2021 Annual General Meeting of Shareholders; to acknowledge the Board of Directors' report on the Company's Operating Results for the year ending 31 December 2021; to approve Balance Sheet and Profit and Loss Statements for the fiscal period ending 31 December 2021;to approve no allocation of profits from the Operating Results for the year 2021 and no dividend payment;to approve the appointment of new directors in place of those retiring by rotation;to approve the appointment of the Company's auditor for 2022 and fixing of the auditor's remuneration;and to consider other matters. Reported Earnings • Feb 22
Full year 2021 earnings: EPS and revenues miss analyst expectations Full year 2021 results: EPS: ฿0.005 (down from ฿0.068 in FY 2020). Revenue: ฿627.7m (down 19% from FY 2020). Net income: ฿4.45m (down 92% from FY 2020). Profit margin: 0.7% (down from 7.2% in FY 2020). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 9.0%. Earnings per share (EPS) also missed analyst estimates by 75%. Over the next year, revenue is forecast to grow 41%, compared to a 63% growth forecast for the restaurants industry in Thailand. Over the last 3 years on average, earnings per share has fallen by 61% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings. Reported Earnings • Nov 10
Third quarter 2021 earnings released: ฿0.016 loss per share (vs ฿0.034 profit in 3Q 2020) The company reported a poor third quarter result with weaker earnings, revenues and control over costs. Third quarter 2021 results: Revenue: ฿115.8m (down 42% from 3Q 2020). Net loss: ฿13.1m (down 147% from profit in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 43% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings. Reported Earnings • Aug 10
Second quarter 2021 earnings released: ฿0.009 loss per share (vs ฿0.004 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: ฿138.8m (down 4.3% from 2Q 2020). Net loss: ฿7.43m (loss widened 142% from 2Q 2020). Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings. Major Estimate Revision • Aug 04
Consensus revenue estimates fall to ฿681.0m The consensus outlook for revenues in 2021 has deteriorated. 2021 revenue forecast decreased from ฿968.0m to ฿681.0m. EPS estimate fell from ฿0.19 to ฿0.02 per share. Net income forecast to shrink 25% next year vs 70% growth forecast for Hospitality industry in Thailand . Consensus price target down from ฿14.40 to ฿12.00. Share price fell 3.5% to ฿9.75 over the past week. Price Target Changed • Aug 04
Price target decreased to ฿12.00 Down from ฿14.40, the current price target is provided by 1 analyst. New target price is 23% above last closing price of ฿9.75. Stock is up 15% over the past year. Reported Earnings • May 12
First quarter 2021 earnings released: EPS ฿0.01 (vs ฿0.016 in 1Q 2020) The company reported a soft first quarter result with weaker earnings and revenues, although profit margins were improved. First quarter 2021 results: Revenue: ฿181.1m (down 18% from 1Q 2020). Net income: ฿11.8m (down 12% from 1Q 2020). Profit margin: 6.5% (up from 6.0% in 1Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings. Upcoming Dividend • Apr 30
Upcoming dividend of ฿0.06 per share Eligible shareholders must have bought the stock before 07 May 2021. Payment date: 25 May 2021. Trailing yield: 0.6%. Lower than top quartile of Thai dividend payers (4.8%). Lower than average of industry peers (2.7%). Is New 90 Day High Low • Mar 04
New 90-day high: ฿11.90 The company is up 23% from its price of ฿9.70 on 04 December 2020. The Thai market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Hospitality industry, which is up 9.0% over the same period. Tillkännagivande • Feb 24
After You Public Company Limited, Annual General Meeting, Apr 27, 2021 After You Public Company Limited, Annual General Meeting, Apr 27, 2021, at 10:00 SE Asia Standard Time. Agenda: To approve the Minute of the 2020 Annual General Meeting of Shareholders; to acknowledge the Board of Directors' report on the Company's Operating Results for the year ending 31 December 2020; to approve Balance Sheet and Profit and Loss Statements for the fiscal period ending 31 December 2020; to consider declaration of dividend payment from the Company's Operating Results for the year ended 31 December 2020 and the dividend payment; to approve the appointment of new directors in place of those retiring by rotation; and to consider other matters. Reported Earnings • Feb 23
Full year 2020 earnings released: EPS ฿0.07 (vs ฿0.29 in FY 2019) The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: ฿773.4m (down 36% from FY 2019). Net income: ฿55.5m (down 77% from FY 2019). Profit margin: 7.2% (down from 20% in FY 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 5% per year whereas the company’s share price has fallen by 6% per year. Analyst Estimate Surprise Post Earnings • Feb 23
Revenue beats expectations Revenue exceeded analyst estimates by 0.6%. Earnings per share (EPS) were mostly in line with analyst estimates. Over the next year, revenue is forecast to grow 25%, compared to a 14% growth forecast for the Hospitality industry in Thailand. Is New 90 Day High Low • Dec 24
New 90-day high: ฿10.80 The company is up 14% from its price of ฿9.50 on 25 September 2020. The Thai market is also up 14% over the last 90 days, indicating the company’s price trend is similar to the market over that time. However, it underperformed the Hospitality industry, which is up 17% over the same period. Tillkännagivande • Dec 23
After You Public Company Limited Appointment of Chatchai Chantajinda as Independent Director and Audit Committee After You Public Company Limited announced the resolution of the Board of Directors' Meeting No.7/2563 was held on 22 December 2020 that approved the appointment of Mr. Chatchai Chantajinda as a new Company's Independent Director and Audit Committee, in replacement of Mr. Thamnoon Ananthothai who resigned from their position, with effective date from 22 December 2020 onwards. Is New 90 Day High Low • Dec 08
New 90-day high: ฿10.20 The company is up 6.0% from its price of ฿9.65 on 09 September 2020. The Thai market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Hospitality industry, which is up 14% over the same period. Tillkännagivande • Dec 02
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 After You Public Company Limited announced resignation of Dr. Thamnoon Ananthothai as Independent Director and Audit Committee due to his personal engagement with the effective date on December 2, 2020 onwards. Reported Earnings • Nov 11
Third quarter 2020 earnings released: EPS ฿0.03 The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2020 results: Revenue: ฿199.2m (down 37% from 3Q 2019). Net income: ฿27.8m (down 57% from 3Q 2019). Profit margin: 14% (down from 21% in 3Q 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings. Tillkännagivande • Sep 21
After You Public Company Limited(SET:AU) dropped from S&P Global BMI Index After You Public Company Limited(SET:AU) dropped from S&P Global BMI Index