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PLANB.BK SET (Bangkok) Advertising & Marketing

Plan B Media PCL

$4,16
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THB
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Mcap
19,1B THB
P/E
17,2x
EV / Rev
2,3x
Div yield
5,09 %
Op margin
18,9 %
ROE
2,8 %
Net margin
11,9 %
Debt / equity
0,47
Beta
52w range
Volume
Day range
Prev close
Open
Next earnings
Ex-dividend
TR 1Y
About

Plan B Media PCL operates in the advertising and marketing industry, generating revenue primarily through media production and advertising services.

Business. Plan B Media PCL (PLANB.BK) is a publicly traded company headquartered in Thailand and listed on the Stock Exchange of Thailand. The firm operates within the Advertising & Marketing industry, classified under the Cyclical Consumer Services sector. Specific details regarding its operating segments and geographic revenue mix are not available.

Classification92 %
SectorConsumer Cyclicals
Business sectorCyclical Consumer Services
IndustryAdvertising & Marketing
Generated · model-assisted
Sell-side consensus
BUY6 analysts
5 buy1 hold0 sell
Avg 12m price target5,94

Analyst recommendations

6 analysts · consensus Buy
Buy5
Hold1
Sell0
12-month price target
5,94
Consensus of sell-side coverage.
Upcoming events
— missing data
See all catalysts →

At a glance

Score
not yet scored
Valuation
17,2x
P/E
Analysts
Buy
6 analysts · indicative
Ownership
not yet wired
Profitability
2,8 %
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 PLANB.
  • 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 PLANB.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

    Plan B Media PCL (PLANB.BK) is a publicly traded company headquartered in Thailand and listed on the Stock Exchange of Thailand. The firm operates within the Advertising & Marketing industry, classified under the Cyclical Consumer Services sector. Specific details regarding its operating segments and geographic revenue mix are not available.

    Classification92 %
    SectorConsumer Cyclicals
    Business sectorCyclical Consumer Services
    IndustryAdvertising & Marketing
    AI synthesis
    GENERATED

    Plan B Media PCL has a market price of 4.18 THB, with a market capitalization of 19,229,168,372.7 THB. The company's price-to-earnings ratio is 72.88, and its price-to-book ratio is 2.05, indicating a relatively high valuation compared to its book value. The company's liquidity is assessed as medium, with a current ratio of 1.19, suggesting it has sufficient short-term assets to cover its short-term liabilities.

    In terms of profitability, Plan B Media PCL has a return on equity of 2.81% and a return on assets of 1.61%, which are below the industry average for advertising and marketing firms. The company's operating income is 420,250,000 THB, and its net income is 263,829,000 THB, indicating a healthy profit margin. However, the company's debt-to-equity ratio is 0.47, suggesting a moderate level of leverage.

    Plan B Media PCL's revenue is concentrated in the advertising and marketing services segment, with no significant geographic diversification mentioned in the available data. The company's revenue is primarily derived from its core operations in this sector.

    The company's growth trajectory is expected to be positive, with a mean price target of 5.94 THB and a median price target of 5.78 THB from analysts. The mean recommendation is 1.67, indicating a generally positive outlook from analysts. The company's free cash flow is 646,825,000 THB, which provides flexibility for reinvestment or debt reduction.

    The company's risk assessment indicates a medium liquidity risk and a low dilution risk. The key flag of net cash being negative after subtracting total debt suggests potential liquidity constraints. The company's capital structure includes long-term debt of 4,380,058,000 THB and cash and equivalents of 829,353,000 THB, indicating a need for careful debt management.

    Recent events and filings do not indicate any significant changes in the company's operations or financial strategy. The company's capital expenditure is -321,765,000 THB, suggesting a reduction in capital spending.

    Key takeaways
    • Plan B Media PCL has a high price-to-earnings ratio, indicating a premium valuation.
    • The company's return on equity and return on assets are below the industry average.
    • The company's liquidity is assessed as medium, with a current ratio of 1.19.
    • Analysts have a generally positive outlook, with a mean price target of 5.94 THB.
    • The company's debt-to-equity ratio is 0.47, indicating a moderate level of leverage.
    • The company's free cash flow is 646,825,000 THB, providing flexibility for reinvestment or debt reduction.

    Bull / Bear case

    Generated · model-assisted
    BULL CASE · 4

    Revenue grew at a 21% CAGR over four years, demonstrating strong top-line expansion momentum.

    Analysts project 42.8% upside to the mean price target, reflecting strong market confidence.

    Cash conversion ratio of 6.54 is best-in-class, far surpassing the 0.97 cohort median.

    Net income CAGR of 103.8% over four years highlights accelerating bottom-line growth trajectory.

    BEAR CASE · 3

    High credit risk flag suggests potential vulnerabilities in the company's loan portfolio or receivables.

    Debt-to-equity ratio of 0.47 is well above the 0.14 industry median, indicating higher leverage.

    Medium liquidity risk flag indicates potential challenges in meeting short-term financial obligations.

    In focus — financials by report

    Quarterly
    Annual
    QUARTERLYFiled 2026-05-14
    Q1 2026 · Quarter highlights

    Revenue THB 2.48B, +10,3% YoY; Operating income −3,5% YoY.

    RevenueTHB 2.48B+10,3 % YoY
    Operating incomeTHB 438.2M−3,5 % YoY
    Net incomeTHB 207.1M+7,6 % YoY
    Free cash flowTHB 697.3M+19,3 % YoY
    EPS
    Operating cash flowTHB 1.27B−26,9 % YoY
    Financials
    Income statement
    RevenueTHB 2.48B
    Gross profitTHB 777.2M
    Operating incomeTHB 438.2M
    Net incomeTHB 207.1M
    Margins
    Gross margin31.3%
    Operating margin17.6%
    Net margin8.3%
    FCF margin28.1%
    Balance sheet
    Total assetsTHB 19.96B
    Total liabilitiesTHB 8.00B
    Total equityTHB 11.96B
    Cash & equivalentsTHB 2.40B
    Long-term debtTHB 3.37B
    Cash flow
    Operating cash flowTHB 1.27B
    CapEx-THB 221.4M
    Free cash flowTHB 697.3M
    SBC
    P&L flow · revenue → net income
    Revenue THB 2.48BOperating costs THB 2.05BTax THB 231.1MNet income THB 207.1M
    Highlights
    • Revenue THB 2.48B, +10,3% YoY
    • Operating income −3,5% YoY
    • Net income +7,6% YoY
    • Free cash flow +19,3% YoY
    • Net margin 8.3%

    Valuation TTM

    Market price
    $4,16
    Market cap
    $19.23B
    Enterprise value
    $22.78B
    P/E
    17.2x
    Non-GAAP P/E
    EV / Revenue
    2.3x
    EV / Op income
    12.0x
    EV / OCF
    13.2x
    P / B
    2.0x
    P / Tangible book
    2.0x
    Tangible book
    $9.40B
    Net cash
    -$3.55B
    Current ratio
    1.2
    Debt / equity
    0.5
    ROA
    1.6%
    ROE
    2.8%
    Cash conversion
    654.0%
    CapEx / revenue
    -14.5%
    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
    0,26
    Predicted surprise
    +0,00
    Beat probability
    45 %
    Analysts
    6
    Other metrics
    Revenue
    no estimate
    Segment revenue
    no estimate
    Margin
    no estimate
    Segment margin
    no estimate
    as of 2026-05-23 · 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 estimate0,26
    Revenueno estimateno estimate10,0B THB
    Operating incomeno estimateno estimate2,0B THB
    Full-year consensus mean (period as reported by source) · consensus in THB. 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 distribution6 analysts
    Strong buy3
    Buy2
    Hold1
    Sell0
    Strong sell0
    12-month price target$5,94 · Median $5,78
    Low $4,80High $7,30
    Operating income · consensus2,0B THB
    EPS surprise
    −4,5 %
    reported vs consensus · miss
    Revenue surprise
    −4,7 %
    reported vs consensus · miss

    Estimate revisions

    consensus EPS · 26-week trend
    — missing data

    Sell-side observations

    Low$4,80
    Mean$5,94
    Median$5,78
    High$7,30
    Spot$4,16
    +42.8 %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 Margin18,9 %Best in class
    Net Margin11,9 %Above P75
    ROE2,8 %Above median
    Capex / Rev-14,5 %Bottom quartile
    D/E0,47Below median
    Cash Conv6,54Best 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
    • Plan B Media PCL Market data — financials · 2026-05-29
    • Plan B Media PCL Market data — analyst estimates · 2026-05-29
    • Plan B Media PCL Market data — ESG · 2026-05-29

    Ownership & reference

    Leadership

    • Palin LojanagosinChief Executive Officer, Executive Director

    Insider activity

    — missing data

    Short positioning

    — missing data

    Geographic breakdown

    — missing data
    Listings · one canonical issuer all listings resolve to the canonical
    PLANB.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)
    2026-06-20 12:34 UTCANALYSTAnalyst coverage initiated
    2026-06-20 12:34 UTCANALYSTAnalyst coverage initiated
    2026-05-14 19:15 UTCEARNINGSQuarterly results — Q1 2026 Revenue THB 2.48B · Net THB 207.1M
    2026-02-12 18:43 UTCEARNINGSQuarterly results — Q4 2025 Revenue THB 2.71B · Net THB 352.4M
    2026-02-12 18:43 UTCEARNINGSAnnual results — FY 2026 Revenue THB 9.53B · Net THB 1.11B
    2025-11-11 16:01 UTCEARNINGSQuarterly results — Q3 2025 Revenue THB 2.31B · Net THB 290.4M
    2025-08-14 15:39 UTCEARNINGSQuarterly results — Q2 2025 Revenue THB 2.25B · Net THB 270.1M
    2025-05-15 21:10 UTCEARNINGSQuarterly results — Q1 2025 Revenue THB 2.25B · Net THB 192.5M
    2025-02-27 18:52 UTCEARNINGSQuarterly results — Q4 2024 Revenue THB 2.42B · Net THB 322.9M
    2025-02-27 18:52 UTCEARNINGSAnnual results — FY 2025 Revenue THB 9.14B · Net THB 1.05B
    2024-11-12 18:55 UTCEARNINGSQuarterly results — Q3 2024 Revenue THB 2.55B · Net THB 282.4M
    2024-08-13 17:06 UTCEARNINGSQuarterly results — Q2 2024 Revenue THB 2.22B · Net THB 263.8M
    2024-02-27 23:36 UTCEARNINGSAnnual results — FY 2024 Revenue THB 8.36B · Net THB 911.2M
    2023-02-28 17:54 UTCEARNINGSAnnual results — FY 2023 Revenue THB 6.59B · Net THB 685.9M
    2022-02-25 07:08 UTCEARNINGSAnnual results — FY 2022 Revenue THB 4.44B · Net THB 64.0M
    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