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Companies Consumer Cyclicals SABINA.BK
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SABINA.BK SET (Bangkok) Apparel & Accessories

Sabina PCL

$14,90
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1D5D1M3M6MYTD1Y5YMax
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Mcap
P/E
EV / Rev
Div yield
7,76 %
Op margin
15,0 %
ROE
22,4 %
Net margin
12,4 %
Debt / equity
0,05
Beta
52w range
Volume
Day range
Prev close
Open
Next earnings
Ex-dividend
TR 1Y
About

Sabina PCL is a Thai apparel and accessories company that generates revenue primarily through the design, production, and sale of clothing and related products.

Business. Sabina PCL (SABINA.BK) is a publicly traded company in the Apparel & Accessories industry, operating within the broader Cyclical Consumer Products sector. The firm is headquartered in Thailand and is primarily listed on the Stock Exchange of Thailand (SET). As specific segment and geographic breakdowns are not provided, the company is described at the industry level as an entity engaged in the sale of apparel and accessories.

Classification92 %
SectorConsumer Cyclicals
Business sectorCyclical Consumer Products
IndustryApparel & Accessories
Generated · model-assisted
Sell-side consensus
HOLD5 analysts
0 buy4 hold1 sell
Avg 12m price target16,45

Analyst recommendations

5 analysts · consensus Hold
Buy0
Hold4
Sell1
12-month price target
16,45
Consensus of sell-side coverage.
Upcoming events
— missing data
See all catalysts →

At a glance

Score
not yet scored
Valuation
valuation pending
Analysts
Hold
5 analysts · indicative
Ownership
not yet wired
Profitability
22,4 %
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 SABINA.
  • 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 SABINA.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

    Sabina PCL (SABINA.BK) is a publicly traded company in the Apparel & Accessories industry, operating within the broader Cyclical Consumer Products sector. The firm is headquartered in Thailand and is primarily listed on the Stock Exchange of Thailand (SET). As specific segment and geographic breakdowns are not provided, the company is described at the industry level as an entity engaged in the sale of apparel and accessories.

    Classification92 %
    SectorConsumer Cyclicals
    Business sectorCyclical Consumer Products
    IndustryApparel & Accessories
    AI synthesis
    GENERATED

    Sabina PCL maintains a strong liquidity position with a current ratio of 5.35, indicating the company can easily cover its short-term liabilities with its short-term assets. However, the company has a negative net cash position after subtracting total debt, which introduces some liquidity risk. The debt-to-equity ratio is 0.05, suggesting a conservative capital structure with minimal reliance on debt financing.

    In terms of profitability, Sabina PCL's return on equity (ROE) is 22.41%, and its return on assets (ROA) is 17.13%. These figures are strong and suggest the company is effectively utilizing its equity and assets to generate returns. The operating margin, calculated as operating income divided by revenue, is 15.02%, which is a key performance indicator for the apparel and accessories industry.

    The company's revenue is concentrated in a single business segment, as disclosed in its financial statements, with no significant geographic diversification reported. This concentration may expose the company to higher risks if market conditions in its primary operating region deteriorate.

    Sabina PCL's growth trajectory is mixed. The company reported a revenue of 3,325,504,330 THB in the latest period, but its free cash flow is negative at -5,595,010 THB. The capital expenditure of -64,810,700 THB indicates ongoing investment in the business, which could support future growth. However, the negative free cash flow suggests that the company is currently spending more on operations and investments than it is generating in cash.

    The risk assessment for Sabina PCL highlights a medium liquidity risk and a low dilution risk. The company's negative net cash position after subtracting total debt is a key flag, indicating potential challenges in maintaining liquidity. There is no evidence of dilution potential in the basic shares outstanding, as the number of basic and diluted shares is the same.

    Recent events and filings do not indicate any significant changes in the company's operations or financial strategy. The company's financial statements and analyst estimates provide a stable outlook, with a mean price target of 16.45 THB and a median price target of 17.50 THB. The mean recommendation from analysts is 3.40, which is a "Hold" rating, suggesting that the stock is neither strongly recommended for purchase nor for sale.

    Key takeaways
    • Sabina PCL has a strong liquidity position with a current ratio of 5.35.
    • The company's return on equity (22.41%) and return on assets (17.13%) are strong indicators of profitability.
    • The company's revenue is concentrated in a single business segment, which may increase its exposure to market risks.
    • Sabina PCL has a negative free cash flow, indicating that it is spending more on operations and investments than it is generating in cash.
    • The company's liquidity risk is medium, and its dilution risk is low.
    • "margin_outlook_rationale": "The company's operating margin of 15.02% is strong, but the negative free cash flow suggests potential pressure on margins in the near term.",

    Bull / Bear case

    Generated · model-assisted
    — missing data

    In focus — financials by report

    Valuation

    Market price
    $14,90
    Market cap
    Enterprise value
    P/E
    Non-GAAP P/E
    EV / Revenue
    EV / Op income
    EV / OCF
    P / B
    P / Tangible book
    Tangible book
    $1.83B
    Net cash
    -$95.2M
    Current ratio
    5.3
    Debt / equity
    0.1
    ROA
    17.1%
    ROE
    22.4%
    Cash conversion
    216.0%
    CapEx / revenue
    -1.9%
    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
    1,22
    Predicted surprise
    +0,00
    Beat probability
    45 %
    Analysts
    5
    Other metrics
    Revenue
    no estimate
    Segment revenue
    no estimate
    Margin
    no estimate
    Segment margin
    no estimate
    as of 2026-05-15 · 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 estimate1,22
    Revenueno estimateno estimate3,4B THB
    Operating incomeno estimateno estimate530,0M 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 distribution5 analysts
    Strong buy0
    Buy0
    Hold4
    Sell0
    Strong sell1
    12-month price target$16,45 · Median $17,50
    Low $14,40High $18,20
    Operating income · consensus530,0M THB
    EPS surprise
    −2,9 %
    reported vs consensus · miss
    Revenue surprise
    −2,2 %
    reported vs consensus · miss

    Estimate revisions

    consensus EPS · 26-week trend
    — missing data

    Sell-side observations

    Low$14,40
    Mean$16,45
    Median$17,50
    High$18,20
    Spot$14,90
    +10.4 %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 Margin15,0 %Best in class
    Net Margin12,3 %Best in class
    ROE22,4 %Best in class
    Capex / Rev-1,9 %Above median
    D/E0,05Above P75
    Cash Conv2,16Above P75

    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
    • Dilution Ratio
      (shares_outstanding_diluted - shares_outstanding_basic) / shares_outstanding_basic
    • Net Cash
      cash_and_equivalents + short_term_investments - short_term_debt - long_term_debt
    • Capex To Revenue
      capital_expenditure / revenue
    • Return On Equity
      net_income / total_equity
    • Debt To Equity
      (short_term_debt + long_term_debt) / total_equity
    • Cash Conversion Ratio
      operating_cash_flow / net_income
    Source documents
    • Sabina PCL Market data — financials · 2026-05-29
    • Sabina PCL Market data — analyst estimates · 2026-05-29

    Ownership & reference

    Insider activity

    — missing data

    Short positioning

    — missing data

    Geographic breakdown

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

    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