Stock KCE KCE ELECTRONICS
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Financials KCE Electronics

Equities

KCE

TH0122C10Z04

Semiconductors

End-of-day quote Thailand S.E.
Other stock markets
 23:00:00 26/06/2024 BST 		5-day change 1st Jan Change
42.25 THB 0.00% Intraday chart for KCE Electronics -3.43% -23.18%
05-14 KCE Electronics Public Company Limited Reports Earnings Results for the First Quarter Ended March 31, 2024 CI
04-18 KCE Electronics Public Company Limited Approves Dividend for the Second Half of 2023, Payable on May 10, 2024 CI

Valuation

Fiscal Period: December 2019 2020 2021 2022 2023 2024 2025 2026
Capitalization 1 28,733 48,890 103,980 54,961 65,015 49,943 - -
Enterprise Value (EV) 1 29,837 48,902 105,683 57,642 65,475 50,115 51,817 52,663
P/E ratio 30.6 x 43.2 x 42.9 x 23.7 x 37.9 x 23.3 x 20.5 x 18.5 x
Yield 2.24% 1.93% 1.14% 3.44% 2.18% 3.06% 3.39% 3.56%
Capitalization / Revenue 2.38 x 4.24 x 6.96 x 2.98 x 3.98 x 2.88 x 2.63 x 2.42 x
EV / Revenue 2.47 x 4.24 x 7.07 x 3.12 x 4.01 x 2.89 x 2.73 x 2.55 x
EV / EBITDA 16.1 x 23.1 x 28.3 x 17.3 x 23.8 x 14.9 x 13.3 x 12.4 x
EV / FCF 17.3 x 24.9 x 10,304 x 56.8 x 17.4 x 29.5 x 37.7 x 22.5 x
FCF Yield 5.79% 4.02% 0.01% 1.76% 5.76% 3.39% 2.65% 4.45%
Price to Book 2.45 x 4.07 x 7.75 x 4.1 x 4.75 x 3.52 x 3.27 x 3.03 x
Nbr of stocks (in thousands) 1,172,794 1,178,062 1,181,590 1,181,966 1,182,089 1,182,089 - -
Reference price 2 24.50 41.50 88.00 46.50 55.00 42.25 42.25 42.25
Announcement Date 11/02/20 16/02/21 08/02/22 07/02/23 13/02/24 - - -
1THB in Million2THB
Estimates

Income Statement Evolution (Annual data)

Fiscal Period: December 2019 2020 2021 2022 2023 2024 2025 2026
Net sales 1 12,097 11,527 14,938 18,456 16,344 17,344 18,970 20,631
EBITDA 1 1,856 2,121 3,733 3,328 2,755 3,371 3,888 4,234
EBIT 1 841 1,278 2,709 2,214 1,629 2,298 2,601 2,967
Operating Margin 6.95% 11.08% 18.13% 11.99% 9.97% 13.25% 13.71% 14.38%
Earnings before Tax (EBT) 1 990.4 1,230 2,683 2,490 1,879 2,326 2,657 2,936
Net income 1 934.5 1,127 2,426 2,317 1,720 2,126 2,436 2,693
Net margin 7.72% 9.78% 16.24% 12.56% 10.52% 12.26% 12.84% 13.05%
EPS 2 0.8000 0.9600 2.050 1.960 1.450 1.814 2.064 2.283
Free Cash Flow 1 1,727 1,967 10.26 1,015 3,770 1,698 1,375 2,343
FCF margin 14.27% 17.07% 0.07% 5.5% 23.07% 9.79% 7.25% 11.36%
FCF Conversion (EBITDA) 93.05% 92.76% 0.27% 30.51% 136.86% 50.38% 35.36% 55.34%
FCF Conversion (Net income) 184.79% 174.58% 0.42% 43.81% 219.24% 79.88% 56.46% 87.02%
Dividend per Share 2 0.5500 0.8000 1.000 1.600 1.200 1.292 1.432 1.506
Announcement Date 11/02/20 16/02/21 08/02/22 07/02/23 13/02/24 - - -
1THB in Million2THB
Estimates

Income Statement Evolution (Quarterly data)

Fiscal Period: December 2021 Q4 2022 Q1 2022 Q2 2022 Q3 2022 Q4 2023 Q1 2023 Q2 2023 Q3 2023 Q4 2024 Q1 2024 Q2
Net sales 1 4,198 4,533 4,667 4,634 4,622 4,025 3,898 4,326 4,434 3,780 4,110
EBITDA 1 - 785.4 842.2 0.8612 - 581.2 - 769.9 728.5 - 836
EBIT 1 787.9 526.2 574.7 602 510.6 308.9 330.4 493 496.6 452.1 562
Operating Margin 18.77% 11.61% 12.31% 12.99% 11.05% 7.67% 8.48% 11.39% 11.2% 11.96% 13.67%
Earnings before Tax (EBT) 1 781.3 634.7 634.8 682.7 538 376.7 405.7 560.5 536.1 586.4 588
Net income 1 701 589.8 571.9 655.2 500.3 345.5 376.2 519.5 478.4 515.4 534
Net margin 16.7% 13.01% 12.25% 14.14% 10.82% 8.58% 9.65% 12.01% 10.79% 13.64% 12.99%
EPS 2 0.5900 0.5000 0.4800 0.5500 0.4200 0.2900 0.3200 0.4400 0.4000 0.4400 0.4500
Dividend per Share - - - - - - - - - - -
Announcement Date 08/02/22 11/05/22 09/08/22 08/11/22 07/02/23 09/05/23 08/08/23 07/11/23 13/02/24 15/05/24 -
1THB in Million2THB
Estimates

Balance Sheet Analysis

Fiscal Period: December 2019 2020 2021 2022 2023 2024 2025 2026
Net Debt 1 1,103 11.9 1,703 2,680 460 172 1,873 2,720
Net Cash position 1 - - - - - - - -
Leverage (Debt/EBITDA) 0.5945 x 0.005632 x 0.4562 x 0.8055 x 0.1672 x 0.051 x 0.4818 x 0.6424 x
Free Cash Flow 1 1,727 1,967 10.3 1,015 3,770 1,698 1,375 2,343
ROE (net income / shareholders' equity) 7.9% 9.5% 19.1% 17.3% 12.7% 15.3% 16.5% 17.2%
ROA (Net income/ Total Assets) 5.4% 6.65% 12.3% 10.8% 8.56% 11.5% 12.6% 13.2%
Assets 1 17,311 16,939 19,664 21,472 20,094 18,488 19,408 20,399
Book Value Per Share 2 9.990 10.20 11.40 11.30 11.60 12.00 12.90 13.90
Cash Flow per Share 2 2.000 1.940 1.470 1.720 3.560 2.770 3.210 3.470
Capex 1 623 304 1,725 1,021 444 1,700 2,786 2,472
Capex / Sales 5.15% 2.64% 11.55% 5.53% 2.72% 9.8% 14.69% 11.98%
Announcement Date 11/02/20 16/02/21 08/02/22 07/02/23 13/02/24 - - -
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 KCE Electronics

Trading Rating
Investor Rating
ESG Refinitiv
B
More Ratings

Analysts' Consensus

Sell
Consensus
Buy
Mean consensus
BUY
Number of Analysts
11
Last Close Price
42.25 THB
Average target price
46.95 THB
Spread / Average Target
+11.14%
Consensus

EPS Revisions

Estimates Revisions

Quarterly earnings - Rate of surprise

Company calendar

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