Stock BAM BANGKOK COMMERCIAL ASSET MANAGEMENT
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Financials Bangkok Commercial Asset Management

Equities

BAM

TH9479010000

Investment Management & Fund Operators

End-of-day quote Thailand S.E.
Other stock markets
 03:30:00 03/05/2024 am IST 		5-day change 1st Jan Change
9.05 THB -3.72% Intraday chart for Bangkok Commercial Asset Management -10.40% +11.04%
24/04 Sirivadhanabhakdi Company Limited completed the acquisition of additional 8.47799% stake in Amarin Corporations Public Company Limited from Bangkok Commercial Asset Management Public Company Limited and others. CI
22/04 Bangkok Commercial Asset Management Public Company Limited Approves Dividend Payment for the Year Ended December 31, 2023, Payable on May 21, 2024 CI

Valuation

Fiscal Period: December 2019 2020 2021 2022 2023 2024 2025 2026
Capitalization 1 54,572 70,782 69,812 51,066 26,341 29,250 - -
Enterprise Value (EV) 1 1,28,875 1,50,490 69,812 51,066 26,341 29,250 29,250 29,250
P/E ratio 8.33 x 38.4 x 27 x 18.8 x 17.3 x 15.5 x 13.6 x 11.3 x
Yield 5.8% 2.34% 2.55% 3.48% - 5.11% 5.32% 6.41%
Capitalization / Revenue 5.4 x 7.04 x 6.5 x 5.03 x 2.9 x 2.91 x 2.72 x 2.53 x
EV / Revenue 5.4 x 7.04 x 6.5 x 5.03 x 2.9 x 2.91 x 2.72 x 2.53 x
EV / EBITDA - - - - - - - -
EV / FCF - - - - - - - -
FCF Yield - - - - - - - -
Price to Book 1.47 x 1.69 x 1.63 x 1.17 x - 0.66 x 0.65 x 0.64 x
Nbr of stocks (in thousands) 30,15,000 32,32,042 32,32,042 32,32,042 32,32,042 32,32,042 - -
Reference price 2 18.10 21.90 21.60 15.80 8.150 9.050 9.050 9.050
Announcement Date 27/02/20 25/02/21 25/02/22 23/02/23 23/02/24 - - -
1THB in Million2THB
Estimates

Income Statement Evolution (Annual data)

Fiscal Period: December 2019 2020 2021 2022 2023 2024 2025 2026
Net sales 1 10,104 10,053 10,747 10,144 9,097 10,051 10,746 11,572
EBITDA - - - - - - - -
EBIT 1 6,347 7,395 8,021 7,256 6,068 6,965 7,534 8,232
Operating Margin 62.81% 73.56% 74.63% 71.53% 66.71% 69.3% 70.11% 71.14%
Earnings before Tax (EBT) 1 6,212 2,196 3,256 3,207 1,844 2,338 2,699 3,203
Net income 1 6,549 1,841 2,600 2,725 1,534 1,911 2,206 2,611
Net margin 64.82% 18.31% 24.19% 26.86% 16.87% 19.01% 20.53% 22.57%
EPS 2 2.172 0.5700 0.8000 0.8400 0.4700 0.5832 0.6631 0.8044
Free Cash Flow - - - - - - - -
FCF margin - - - - - - - -
FCF Conversion (EBITDA) - - - - - - - -
FCF Conversion (Net income) - - - - - - - -
Dividend per Share 2 1.050 0.5125 0.5500 0.5500 - 0.4622 0.4815 0.5803
Announcement Date 27/02/20 25/02/21 25/02/22 23/02/23 23/02/24 - - -
1THB in Million2THB
Estimates

Income Statement Evolution (Quarterly data)

Fiscal Period: December 2021 Q3 2021 Q4 2022 Q1 2022 Q2 2022 S1 2022 Q3 2022 Q4 2023 Q1 2023 Q2 2023 S1 2023 Q3 2023 Q4 2024 Q1 2024 Q2 2024 Q3 2024 Q4 2025 Q1
Net sales 1 2,624 3,133 2,028 2,729 4,757 2,608 2,779 - 2,381 - 2,329 2,393 2,332 - - - -
EBITDA - - - - - - - - - - - - - - - - -
EBIT 1 1,910 2,347 1,430 1,993 3,423 1,916 - - 1,639 2,949 1,551 1,568 1,577 - - - -
Operating Margin 72.78% 74.91% 70.52% 73.01% 71.95% 73.45% - - 68.84% - 66.62% 65.53% 67.61% - - - -
Earnings before Tax (EBT) 1 - 1,236 - 909.1 1,281 867.6 - - 513.5 836.8 - - 492.5 - - - -
Net income 1 576.3 986.6 311.8 830.6 1,142 715.8 866.5 - 425.2 691.7 382.8 459.9 390.2 472 - - -
Net margin 21.96% 31.49% 15.38% 30.43% 24.02% 27.45% 31.18% - 17.86% - 16.44% 19.22% 16.73% - - - -
EPS 2 0.1800 0.3000 0.1000 0.2600 - 0.2200 0.2700 - 0.1300 0.2100 0.1200 0.1400 0.1300 - - - -
Dividend per Share 2 - - - - - - 0.5500 - - - - - - - - 0.3633 -
Announcement Date 11/11/21 25/02/22 12/05/22 11/08/22 11/08/22 10/11/22 23/02/23 11/05/23 11/08/23 11/08/23 10/11/23 23/02/24 - - - - -
1THB in Million2THB
Estimates

Balance Sheet Analysis

Fiscal Period: December 2019 2020 2021 2022 2023 2024 2025 2026
Net Debt 74,304 79,708 - - - - - -
Net Cash position - - - - - - - -
Leverage (Debt/EBITDA) - - - - - - - -
Free Cash Flow - - - - - - - -
ROE (net income / shareholders' equity) 16.6% 4.4% 6.15% 6.3% - 4.33% 4.86% 5.75%
ROA (Net income/ Total Assets) 5.86% 1.5% 2.02% 2.11% - 1.37% 1.52% 1.79%
Assets 1 1,11,721 1,22,708 1,28,987 1,29,356 - 1,39,235 1,45,637 1,46,152
Book Value Per Share 2 12.30 12.90 13.20 13.50 - 13.60 13.80 14.10
Cash Flow per Share - - - - - - - -
Capex - - - - - - - -
Capex / Sales - - - - - - - -
Announcement Date 27/02/20 25/02/21 25/02/22 23/02/23 23/02/24 - - -
1THB in Million2THB
Estimates

EPS & Dividend

Year-on-year evolution of the PER

Year-on-year evolution of the Yield

Change in Enterprise Value/EBITDA

Ratings for Bangkok Commercial Asset Management

Trading Rating
Investor Rating
ESG Refinitiv
C+
More Ratings

Analysts' Consensus

Sell
Consensus
Buy
Mean consensus
HOLD
Number of Analysts
6
Last Close Price
9.05 THB
Average target price
9.142 THB
Spread / Average Target
+1.01%
Consensus

EPS Revisions

Estimates Revisions

Quarterly earnings - Rate of surprise

Company calendar

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Investment Management
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