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BEC.BK SET (Bangkok) Broadcasting

Bec.Bk

$1,78
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THB
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1D5D1M3M6MYTD1Y5YMax
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Mcap
3,6B THB
P/E
EV / Rev
Div yield
5,26 %
Op margin
6,0 %
ROE
3,4 %
Net margin
5,2 %
Debt / equity
0,18
Beta
52w range
Volume
Day range
Prev close
Open
Next earnings
Ex-dividend
TR 1Y
About

BEC.BK operates in the broadcasting industry, generating revenue primarily through advertising and content distribution.

Business. BEC.BK operates in the broadcasting industry, generating revenue primarily through advertising and content distribution.

Classification92 %
SectorConsumer Cyclicals
Business sectorCyclical Consumer Services
IndustryBroadcasting
Generated · model-assisted
Sell-side consensus
HOLD2 analysts
1 buy0 hold1 sell
Avg 12m price target2,04

Analyst recommendations

2 analysts · consensus Hold
Buy1
Hold0
Sell1
12-month price target
2,04
Consensus of sell-side coverage.
Upcoming events
— missing data
See all catalysts →

At a glance

Score
not yet scored
Valuation
valuation pending
Analysts
Hold
2 analysts · indicative
Ownership
not yet wired
Profitability
3,4 %
return on equity
Quality
not yet scored

What drives this business

The watch-list the newsroom runs for this company — derived from its sector path, sharpened layer by layer. Not investment advice.

— missing data

News & coverage

0
  • No recent newsroom coverage mentioning BEC.
  • Sector rotation

    Sector1D1Mvs mkt
    Materials+2,3 %+6,6 %+1,7 %
    Communication Services+2,2 %−5,5 %+1,6 %
    Energy+0,6 %+3,3 %+0,0 %
    Health Care+0,6 %−0,8 %+0,0 %
    Information Technology+0,6 %+6,7 %+0,0 %
    Consumer Discretionary · THIS SECTOR+0,4 %+7,6 %−0,2 %
    Financials−0,3 %−2,8 %−0,9 %
    Consumer Staples−0,4 %+2,5 %−1,0 %
    Real Estate−0,7 %+10,9 %−1,3 %
    Industrials−1,9 %−3,1 %−2,5 %
    Utilities−1,9 %+28,2 %−2,5 %

    Developing storylines

    No tracked sagas currently linked to BEC.BK. Browse all sagas →

    Analysis

    AI analysis
    Generated · analysis pipeline · tier hybrid · as of 2026-08-04 ↑ At a glance

    Opportunity

    — missing data

    Upcoming catalysts

    Scheduled public events. Informational only — not investment advice.

    • Macro
    • Rate decisionBank of England rate decision (press conf.)2026-08-06 · GB
    • Rate decisionReserve Bank of Australia rate decision (press conf.)2026-08-12 · AU
    • Rate decisionNorges Bank rate decision (press conf.)2026-08-20 · NO
    • Rate decisionSveriges Riksbank rate decision (press conf.)2026-09-03 · SE
    • Rate decisionBank of Canada rate decision (press conf.)2026-09-09 · CA
    • Rate decisionEuropean Central Bank rate decision (press conf.)2026-09-10 · EU
    • Macro & political
    • ElectionSE Swedish Election2026-09-14 · SE
    • ElectionUS U.S. Midterms2026-11-03 · US
    • ElectionFR French Legislative2027-06-01 · FR

    Pre-earnings brief

    — missing data

    Signals & dispatch

    peak dispatch · —

    Composite-score breakdown

    Synthesis

    Business

    BEC.BK operates in the broadcasting industry, generating revenue primarily through advertising and content distribution.

    Classification92 %
    SectorConsumer Cyclicals
    Business sectorCyclical Consumer Services
    IndustryBroadcasting
    AI synthesis
    GENERATED

    BEC.BK has a market price of 1.86 THB, with a market capitalization of 3.72 billion THB, indicating a relatively modest valuation. The company's price-to-earnings ratio of 18.08 and price-to-book ratio of 0.61 suggest it is trading at a discount to its book value. The enterprise value to EBITDA ratio of 20.15 and enterprise value to revenue ratio of 1.21 indicate a moderate valuation relative to its earnings and revenue.

    In terms of profitability, BEC.BK has a return on equity of 3.35% and a return on assets of 2.55%, which are below the industry median for broadcasting companies. The company's operating income of 239.72 million THB and net income of 205.77 million THB reflect a relatively stable performance, but the gross profit margin of 19.95% is a key area for improvement.

    The company's revenue is concentrated in a single business segment, broadcasting, with no disclosed geographic diversification. This concentration increases the risk associated with market fluctuations in the broadcasting industry. The company's capital expenditure of -231.50 million THB indicates a reduction in investment, which may affect long-term growth prospects.

    Looking ahead, BEC.BK is expected to maintain a stable revenue trajectory, with no significant growth or decline projected in the next fiscal year. The company's operating cash flow of 1.40 billion THB provides a buffer against short-term liquidity risks, but the negative free cash flow of -9.61 million THB suggests a need for careful cash management.

    The risk assessment for BEC.BK highlights a medium liquidity risk and a low dilution risk. The company's debt-to-equity ratio of 0.18 and current ratio of 7.44 indicate a strong balance sheet, but the negative net cash position after subtracting total debt is a concern. The company's risk profile is further complicated by the broadcasting industry's sensitivity to regulatory changes and technological disruptions.

    Recent events, including analyst estimates and recommendations, suggest a cautious outlook for BEC.BK. The mean price target of 2.04 THB and the median price target of 2.04 THB indicate a potential upside, but the lack of strong buy recommendations and the presence of only one buy recommendation suggest limited investor enthusiasm.

    Key takeaways
    • BEC.BK is trading at a discount to its book value, with a price-to-book ratio of 0.61.
    • The company's return on equity of 3.35% is below the industry median for broadcasting companies.
    • BEC.BK has a strong balance sheet with a current ratio of 7.44, but a negative free cash flow of -9.61 million THB.
    • The company's revenue is concentrated in a single business segment, increasing its exposure to market fluctuations.
    • Analysts have a cautious outlook for BEC.BK, with a mean price target of 2.04 THB and limited strong buy recommendations.
    • "margin_outlook_rationale": "The company's gross profit margin of 19.95% is a key area for improvement, which may impact future profitability.",

    Bull / Bear case

    analysis pipeline
    — missing data

    In focus — financials by report

    Valuation

    Market price
    $1,78
    Market cap
    $3.72B
    Enterprise value
    $4.83B
    P/E
    Non-GAAP P/E
    EV / Revenue
    EV / Op income
    EV / OCF
    3.4x
    P / B
    0.6x
    P / Tangible book
    0.6x
    Tangible book
    $6.14B
    Net cash
    -$1.11B
    Current ratio
    7.4
    Debt / equity
    0.2
    ROA
    2.5%
    ROE
    3.4%
    Cash conversion
    682.0%
    CapEx / revenue
    -5.8%
    SBC / revenue
    Dilution ratio
    0.0%

    Revenue by segment

    Market share

    — missing data

    Business relationships

    — missing data

    Supply chain

    — missing data

    Peer comparison

    — missing data

    Market position

    Stress test

    — missing data

    Predictor forecast

    Next quarternear-term
    Earnings · next quarterconf 45 %
    EPS
    Consensus EPS
    0,10
    Predicted surprise
    +0,00
    Beat probability
    45 %
    Analysts
    2
    Other metrics
    Revenue
    no estimate
    Segment revenue
    no estimate
    Margin
    no estimate
    Segment margin
    no estimate
    as of 2026-05-10 · Earnings Surprise V1
    Period note: consensus is not fiscal-period-aligned at source — read as consensus vs the last reported actual, not a calibrated same-quarter surprise.
    Full fiscal year~1 year ahead
    Full fiscal year · our forecast vs guidance vs consensus
    MetricOur forecastGuidanceConsensus
    EPSno estimateno estimate0,10
    Revenueno estimateno estimate3,9B UNKNOWN ERROR IN UNIVERSE PROCESSING
    Operating incomeno estimateno estimateno estimate
    Full-year consensus mean (period as reported by source) · consensus in UNKNOWN ERROR IN UNIVERSE PROCESSING. Company-level full-year forecast and management guidance are not yet modelled at scale — shown as "no estimate", never inferred.
    Probabilistic model output — not investment advice. · generated 2026-08-04

    Options

    — missing data

    Short squeeze

    — missing data

    Earnings-call key lines

    — missing data

    Consensus distribution

    sell-side coverage
    Recommendation distribution2 analysts
    Strong buy0
    Buy1
    Hold0
    Sell1
    Strong sell0
    12-month price target$2,04 · Median $2,04
    Low $1,57High $2,50
    EPS surprise
    −10,0 %
    reported vs consensus · miss
    Revenue surprise
    +2,0 %
    reported vs consensus · beat

    Estimate revisions

    consensus EPS · 26-week trend
    — missing data

    Sell-side observations

    Low$1,57
    Mean$2,04
    Median$2,04
    High$2,50
    Spot$1,78
    +14.3 %implied to mean12-month sell-side price targets · ▲ spot

    Themes

    — missing data

    ESG

    — missing data

    Risk factors

    Dilution riskLow
    Liquidity riskMedium
    Filing-based flags
    • Net cash is negative after subtracting total debt.

    Benchmarks vs cohort

    Op Margin6,0 %Above median
    Net Margin5,2 %Above median
    ROE3,4 %Above median
    Capex / Rev-5,8 %Below median
    D/E0,18Above median
    Cash Conv6,82Best in class

    Corporate actions / M&A

    — missing data

    FX exposure

    — missing data

    Comparable transactions

    — missing data

    Derivatives & instruments

    — missing data

    Actions

    Ask Handelsavisen

    — missing data
    Data sources
    • Market data
    • Market data cache
    • Issuer disclosures
    • Public news
    • Earnings transcripts
    • Consensus estimates
    • ESG data
    How metrics are computed
    • Ev To Operating Cash Flow
      enterprise_value / operating_cash_flow
    • Return On Equity
      net_income / total_equity
    • Price To Earnings
      market_price / (net_income / shares_outstanding_diluted)
    • Price To Book
      market_price / (adjusted_book_value / shares_outstanding_diluted)
    • Dilution Ratio
      (shares_outstanding_diluted - shares_outstanding_basic) / shares_outstanding_basic
    • Market Price
      input from market-data provider (delayed close or quote-shim mid)
    Source documents
    • BEC.BK Market data — financials · 2026-05-27
    • BEC World PCL Market data — analyst estimates · 2026-05-27

    Ownership & reference

    Insider activity

    — missing data

    Short positioning

    222shares short
    1days to cover
    58.8%short of daily vol
    1fails-to-deliver
    as of 2026-07-15 · short-interest report (free)

    Geographic breakdown

    — missing data
    Listings · one canonical issuer all listings resolve to the canonical
    BEC.BKCanonical
    SET (Bangkok) · THB

    Intel & risk

    PredictorBeat prob45 %Surprise+0,00Full forecast →
    peak dispatch · —
    OSINT findings
    Dilution riskLow
    Liquidity riskMedium
    Net cash is negative after subtracting total debt.

    Evidence & claims

    From filings & derived data
    — missing data

    The Thread

    Everything we know, in order
    2026-06-30 03:38 UTCEARNINGSUpcomingForecast: earnings_forecast (90d)
    The entity's full life in the product — typed, chronological, joined across Newspaper, Platform and Data. Our memory, made visible.
    Sources filings · IR · transcripts · market data · tier hybrid · as of 2026-08-04 Market data · Issuer disclosures · Public news · Earnings transcripts · Consensus estimates · ESG data Premium coverage