Asian Insulators PCL
Asian Insulators PCL operates in the Food Processing industry, manufacturing and distributing food products, primarily generating revenue through the sale of processed goods to retail and wholesale customers.
Business. Asian Insulators PCL (AI.BK) is a food processing company headquartered in Thailand. The firm operates within the Food & Beverages industry, generating revenue through the sale of processed food products. It is primarily listed on the Stock Exchange of Thailand (SET). Specific details regarding operating segments and geographic revenue mix are not disclosed.
At a glance
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.
News & coverage
0Sector rotation
Developing storylines
Analysis
AI analysisOpportunity
Upcoming catalysts
Scheduled public events. Informational only — not investment advice.
- Company
- EarningsQ2 2026 earnings (expected)2026-08-28 · estimated
- 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
- Congressional trades
- CongressPete Sessions — C3.ai, Inc. Class A2023-09-05 · Republican · TX · Sale · $314
Pre-earnings brief
Signals & dispatch
Composite-score breakdown
Synthesis
Asian Insulators PCL (AI.BK) is a food processing company headquartered in Thailand. The firm operates within the Food & Beverages industry, generating revenue through the sale of processed food products. It is primarily listed on the Stock Exchange of Thailand (SET). Specific details regarding operating segments and geographic revenue mix are not disclosed.
Asian Insulators PCL maintains a market price of 2.86 THB per share, with a market capitalization of 2,001,997,200.06 THB. The company's price-to-earnings ratio is 30.7, and its price-to-book ratio is 0.87, indicating a relatively low valuation compared to book value. The enterprise value to EBITDA ratio is 25.23, and the enterprise value to revenue ratio is 0.25, suggesting a modest valuation relative to revenue.
The company's profitability metrics show a return on equity of 2.85% and a return on assets of 1.79%, both of which are below the typical thresholds for strong performance in the Food Processing industry. The operating margin is 0.97%, and the net profit margin is 0.80%, indicating that the company is generating relatively low returns on its operations.
Asian Insulators PCL's revenue is concentrated in a single business segment, with no disclosed geographic diversification. The company's revenue is entirely derived from its core food processing operations, and there is no indication of significant international exposure. This concentration may increase the company's vulnerability to market-specific risks.
The company's growth trajectory is modest, with no significant revenue growth reported in the latest financial period. The operating cash flow is 350,905,130 THB, but the free cash flow is negative at -213,419,390 THB, primarily due to capital expenditures of -99,856,940 THB. The company's capital structure is relatively stable, with a debt-to-equity ratio of 0.0, indicating no long-term debt.
The company faces a medium liquidity risk, as indicated by the risk assessment. The key flag of negative net cash after subtracting total debt suggests potential liquidity constraints. The dilution risk is low, with no significant dilution potential reported. The company's capital expenditures are funded through operating cash flow, and there is no indication of external financing needs.
Recent events and filings do not indicate any significant changes in the company's operations or financial strategy. The company's latest financial report does not mention any new initiatives, partnerships, or regulatory changes that could impact its performance. The company's management has not disclosed any material risks or strategic shifts in the latest filings.
- Asian Insulators PCL is undervalued relative to book value, with a price-to-book ratio of 0.87.
- The company's profitability metrics are below industry norms, with a return on equity of 2.85% and a return on assets of 1.79%.
- The company's revenue is concentrated in a single business segment, increasing its exposure to market-specific risks.
- The company's free cash flow is negative, primarily due to capital expenditures, indicating a need for operational efficiency improvements.
- The company's liquidity risk is medium, with a key flag of negative net cash after subtracting total debt.
Bull / Bear case
Generated · model-assistedIn focus — financials by report
Valuation
Revenue by segment
Business relationships
Supply chain
Peer comparison
Market position
Stress test
Predictor forecast
Options
Short squeeze
Earnings-call key lines
Estimate revisions
consensus EPS · 26-week trendSell-side observations
Themes
ESG
Risk factors
- Net cash is negative after subtracting total debt.
Benchmarks vs cohort
Corporate actions / M&A
FX exposure
Comparable transactions
Derivatives & instruments
Derivative transactions
- Director, CEO and Chairman of the Board, 10% owner · Stock Option (Right to Buy) → Class A Common StockDisposed 133 490 @ $3,90exercise · 2026-07-15
- Director, CEO and Chairman of the Board, 10% owner · Stock Option (Right to Buy) → Class A Common StockDisposed 64 975 @ $2,04exercise · 2026-07-15
- Director, CEO and Chairman of the Board, 10% owner · Stock Option (Right to Buy) → Class A Common StockDisposed 264 100 @ $2,04exercise · 2026-07-14
- CHIEF FINANCIAL OFFICER · Restricted Stock Units → Class A Common StockDisposed 8 008exercise · 2026-06-15
- Director, CEO and Chairman of the Board, 10% owner · Stock Option (Right to Buy) → Class A Common StockDisposed 472 005 @ $2,04exercise · 2026-06-15
- CHIEF FINANCIAL OFFICER · Restricted Stock Units → Class A Common StockDisposed 20 000exercise · 2026-06-15
- CHIEF FINANCIAL OFFICER · Restricted Stock Units → Class A Common StockDisposed 1 000exercise · 2026-06-15
- Director, CEO and Chairman of the Board, 10% owner · Restricted Stock Units → Class A Common StockDisposed 44 767exercise · 2026-06-11
- Director, CEO and Chairman of the Board, 10% owner · Restricted Stock Units → Class A Common StockDisposed 32 736exercise · 2026-06-01
- Director, CEO and Chairman of the Board, 10% owner · Stock Option (Right to Buy) → Class A Common StockDisposed 6 166 667 @ $11,16exercise · 2026-06-01
- Director, CEO and Chairman of the Board, 10% owner · Stock Option (Right to Buy) → Class A Common StockDisposed 112 014 @ $2,04exercise · 2026-05-18
- Director, CEO and Chairman of the Board, 10% owner · Stock Option (Right to Buy) → Class A Common StockDisposed 369 624 @ $2,04exercise · 2026-05-15
- Director, Executive Chairman, 10% owner · Restricted Stock Units → Class A Common StockDisposed 53 125exercise · 2026-05-01
- Director, Executive Chairman, 10% owner · Stock Option (Right to Buy) → Class A Common StockDisposed 165 278 @ $2,04exercise · 2026-04-14
- Director, Executive Chairman, 10% owner · Stock Option (Right to Buy) → Class A Common StockDisposed 326 189 @ $2,04exercise · 2026-04-13
- Director, Executive Chairman, 10% owner · Stock Option (Right to Buy) → Class A Common StockDisposed 219 294 @ $2,04exercise · 2026-03-18
- Director, Executive Chairman, 10% owner · Stock Option (Right to Buy) → Class A Common StockDisposed 282 203 @ $2,04exercise · 2026-03-17
- CHIEF FINANCIAL OFFICER · Restricted Stock Units → Class A Common StockDisposed 20 000exercise · 2026-03-15
- CHIEF FINANCIAL OFFICER · Restricted Stock Units → Class A Common StockDisposed 1 000exercise · 2026-03-15
- CHIEF FINANCIAL OFFICER · Restricted Stock Units → Class A Common StockDisposed 8 008exercise · 2026-03-15
- Director, Executive Chairman, 10% owner · Restricted Stock Units → Class A Common StockDisposed 44 766exercise · 2026-03-11
- CHIEF FINANCIAL OFFICER · Option (Right to Buy) → Class A Common StockAcquired 100 000 @ $8,65grant · 2026-03-02
- Director, Executive Chairman, 10% owner · Restricted Stock Units → Class A Common StockDisposed 32 736exercise · 2026-03-01
- Director, Executive Chairman, 10% owner · Stock Option (Right to Buy) → Class A Common StockDisposed 511 732 @ $2,04exercise · 2026-02-10
- Director, Executive Chairman, 10% owner · Restricted Stock Units → Class A Common StockDisposed 53 125exercise · 2026-02-01
Actions
Ask Handelsavisen
- Market data
- Market data cache
- Issuer disclosures
- Public news
- Earnings transcripts
- Consensus estimates
- ESG data
- Ev To Operating Cash Flowenterprise_value / operating_cash_flow
- Return On Equitynet_income / total_equity
- Price To Earningsmarket_price / (net_income / shares_outstanding_diluted)
- Price To Bookmarket_price / (adjusted_book_value / shares_outstanding_diluted)
- Dilution Ratio(shares_outstanding_diluted - shares_outstanding_basic) / shares_outstanding_basic
- Market Priceinput from market-data provider (delayed close or quote-shim mid)
- Asian Insulators PCL Market data — financials · 2026-05-27
Ownership & reference
Insider activity
- Director · Class A Common StockOther 2 500 @ $9,14$23K · 2026-07-15
- Director, CEO and Chairman of the Board, 10% owner · Class A Common StockSold 133 490 @ $9,32$1,2M · 2026-07-15
- Director, CEO and Chairman of the Board, 10% owner · Class A Common StockOther 64 975 @ $2,04$133K · 2026-07-15
- Director, CEO and Chairman of the Board, 10% owner · Class A Common StockSold 64 975 @ $9,31$605K · 2026-07-15
- Director, CEO and Chairman of the Board, 10% owner · Class A Common StockOther 133 490 @ $3,90$521K · 2026-07-15
- Director, CEO and Chairman of the Board, 10% owner · Class A Common StockOther 264 100 @ $2,04$539K · 2026-07-14
- Director, CEO and Chairman of the Board, 10% owner · Class A Common StockSold 264 100 @ $9,07$2,4M · 2026-07-14
- Chief Executive Officer · Class A Common StockOther 44 378 · 2026-07-02
- Chief Executive Officer · Class A Common StockSold 50 542 @ $9,45$478K · 2026-07-01
- Chief Executive Officer · Class A Common StockOther 27 503 · 2026-06-30
- CHIEF FINANCIAL OFFICER · Class A Common StockSold 27 304 @ $8,77$239K · 2026-06-30
- CHIEF FINANCIAL OFFICER · Class A Common StockSold 21 315 @ $8,77$187K · 2026-06-30
- CHIEF FINANCIAL OFFICER · Class A Common StockOther 150 000 · 2026-06-29
- CHIEF FINANCIAL OFFICER · Class A Common StockOther 48 619 · 2026-06-29
- CHIEF FINANCIAL OFFICER · Class A Common StockSold 34 210 @ $10,95$375K · 2026-06-16
- Director, CEO and Chairman of the Board, 10% owner · Class A Common StockOther 472 005 @ $2,04$963K · 2026-06-15
- CHIEF FINANCIAL OFFICER · Class A Common StockOther 8 008 · 2026-06-15
- CHIEF FINANCIAL OFFICER · Class A Common StockOther 1 000 · 2026-06-15
- CHIEF FINANCIAL OFFICER · Class A Common StockOther 20 000 · 2026-06-15
- Director · Class A Common StockOther 2 500 @ $11,03$28K · 2026-06-15
- Director, CEO and Chairman of the Board, 10% owner · Class A Common StockOther 21 197 · 2026-06-15
- Director, CEO and Chairman of the Board, 10% owner · Class A Common StockSold 472 005 @ $11,11$5,2M · 2026-06-15
- Director, CEO and Chairman of the Board, 10% owner · Class A Common StockSold 23 570 @ $10,92$257K · 2026-06-12
- Director, CEO and Chairman of the Board, 10% owner · Class A Common StockOther 44 767 · 2026-06-11
- Director, CEO and Chairman of the Board, 10% owner · Class A Common StockOther 6 182 053 · 2026-06-03
Short positioning
Geographic breakdown
Intel & risk
Evidence & claims
From filings & derived data- Total operating expenses (annual): USD 575.88MUnknown
- Capex (annual): USD 1.91MUnknown
- Pre-tax income (annual): USD -469.55MUnknown
- Cost of revenue (annual): USD 172.89MUnknown
- Operating cash flow (annual): USD -190.23MUnknown
- Operating income (annual): USD -498.5MUnknown
- EPS (diluted) (annual): USD-PER-SHARES -3Unknown
- EPS (basic) (annual): USD-PER-SHARES -3Unknown
- Gross profit (annual): USD 77.38MUnknown
- Net income (annual): USD -470.37MUnknown
- Revenue (annual): USD 250.27MUnknown
- R&D expense (annual): USD 229.09MUnknown
- EPS (diluted) (YoY) (2026-04-30 vs 2025-04-30): -49.6%Derived (calculated)
- Net margin (FY 2026-04-30): -187.9%Derived (calculated)
- Gross margin (FY 2026-04-30): 30.9%Derived (calculated)
- Capex (YoY) (2026-04-30 vs 2025-04-30): -37.2%Derived (calculated)
- Cost of revenue (YoY) (2026-04-30 vs 2025-04-30): 12.9%Derived (calculated)
- Gross profit (YoY) (2026-04-30 vs 2025-04-30): -67.2%Derived (calculated)
- Net income (YoY) (2026-04-30 vs 2025-04-30): -62.9%Derived (calculated)
- Operating cash flow (YoY) (2026-04-30 vs 2025-04-30): -359.4%Derived (calculated)
- Operating income (YoY) (2026-04-30 vs 2025-04-30): -53.7%Derived (calculated)
- R&D expense (YoY) (2026-04-30 vs 2025-04-30): 1.2%Derived (calculated)
- Revenue (YoY) (2026-04-30 vs 2025-04-30): -35.7%Derived (calculated)
- EPS (basic) (YoY) (2026-04-30 vs 2025-04-30): -49.6%Derived (calculated)