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TKN.BK — SET (Bangkok) Food Processing

Taokaenoi Food & Marketing PCL

$4,02
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Mcap
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P/E
—
EV / Rev
—
Div yield
6,22 %
Op margin
9,3 %
ROE
19,1 %
Net margin
7,7 %
Debt / equity
0,43
Beta
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52w range
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Volume
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Day range
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Prev close
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Open
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Next earnings
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Ex-dividend
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TR 1Y
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About

Taokaenoi Food & Marketing PCL produces and distributes food products, primarily operating in the food processing industry.

Business. Taokaenoi Food & Marketing PCL (TKN.BK) is a food processing company operating within the Consumer Non-Cyclicals sector. The firm is headquartered in Thailand and is primarily listed on the Stock Exchange of Thailand (SET). Specific details regarding its operating segments and geographic revenue mix are not available.

Classification92 %
SectorConsumer Non-Cyclicals
Business sectorFood & Beverages
IndustryFood Processing
Generated · model-assisted
Sell-side consensus
SELL3 analysts
0 buy2 hold1 sell
Avg 12m price target4,20

Analyst recommendations

3 analysts · consensus Sell
Buy0
Hold2
Sell1
12-month price target
4,20
Consensus of sell-side coverage.
Upcoming events
— missing data
See all catalysts →

At a glance

Score
—
not yet scored
Valuation
—
valuation pending
Analysts→
Sell
3 analysts · indicative
Ownership
—
not yet wired
Profitability→
19,1 %
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 TKN.

    • 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+0,4 %+7,6 %−0,2 %
    Financials−0,3 %−2,8 %−0,9 %
    Consumer Staples · THIS SECTOR−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 TKN.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

    Taokaenoi Food & Marketing PCL (TKN.BK) is a food processing company operating within the Consumer Non-Cyclicals sector. The firm is headquartered in Thailand and is primarily listed on the Stock Exchange of Thailand (SET). Specific details regarding its operating segments and geographic revenue mix are not available.

    Classification92 %
    SectorConsumer Non-Cyclicals
    Business sectorFood & Beverages
    IndustryFood Processing
    AI synthesis
    GENERATED

    ### Capital Structure and Liquidity Taokaenoi Food & Marketing PCL has a debt-to-equity ratio of 0.43, indicating a relatively conservative capital structure. However, the company's liquidity position is assessed as medium, with negative net cash after subtracting total debt. Free cash flow is negative at -69.69 million THB, and operating cash flow is 460.51 million THB, suggesting that capital expenditures are outpacing cash generation.

    ### Profitability and Returns The company's return on equity (ROE) is 19.06%, and return on assets (ROA) is 10.44%, both of which are strong indicators of profitability. These figures suggest that the company is effectively utilizing its equity and asset base to generate returns.

    ### Segments and Geographic Exposure The company operates in the food processing industry, with no disclosed segment breakdown. Given the lack of segment data, it is not possible to assess geographic or product concentration.

    ### Growth Trajectory The company's revenue for the latest period is 5.31 billion THB, with no disclosed growth rate or outlook. Analysts have provided a mean price target of 4.20 THB, with a median of 4.10 THB, but no strong buy or buy recommendations.

    ### Risk Factors The company faces a medium liquidity risk due to negative net cash and a low dilution risk. The risk assessment does not include specific regulatory or geopolitical risks, but the food processing industry is generally subject to supply chain and input cost volatility.

    ### Recent Events No recent filings or transcripts are provided in the available data to indicate material events or strategic shifts.

    Key takeaways
    • Taokaenoi Food & Marketing PCL has a strong ROE of 19.06% and ROA of 10.44%, indicating effective use of capital.
    • The company's liquidity position is medium, with negative net cash and a negative free cash flow.
    • Analysts have provided a mean price target of 4.20 THB, but no strong buy or buy recommendations.
    • The company's capital structure is relatively conservative, with a debt-to-equity ratio of 0.43.
    • No recent material events or strategic shifts are disclosed in the available data.

    Bull / Bear case

    Generated · model-assisted
    — missing data

    In focus — financials by report

    Valuation

    Market price
    $4,02
    Market cap
    —
    Enterprise valueⓘ
    —
    P/Eⓘ
    —
    Non-GAAP P/Eⓘ
    —
    EV / Revenueⓘ
    —
    EV / Op incomeⓘ
    —
    EV / OCFⓘ
    —
    P / Bⓘ
    —
    P / Tangible bookⓘ
    —
    Tangible book
    $2.15B
    Net cashⓘ
    -$927.7M
    Current ratioⓘ
    1.5
    Debt / equityⓘ
    0.4
    ROAⓘ
    10.4%
    ROEⓘ
    19.1%
    Cash conversionⓘ
    112.0%
    CapEx / revenueⓘ
    -4.3%
    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
    0,34
    Predicted surprise
    +0,00
    Beat probability
    45 %
    Analysts
    3
    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
    EPS—no estimate—no estimate0,34
    Revenue—no estimate—no estimate5,6B THB
    Operating income—no estimate—no estimate579,0M 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 distribution3 analysts
    Strong buy0
    Buy0
    Hold2
    Sell0
    Strong sell1
    12-month price target$4,20 · Median $4,10
    Low $4,00High $4,50
    Operating income · consensus579,0M THB
    EPS surprise
    −10,4 %
    reported vs consensus · miss
    Revenue surprise
    −5,3 %
    reported vs consensus · miss

    Estimate revisions

    consensus EPS · 26-week trend
    — missing data

    Sell-side observations

    Low$4,00
    Mean$4,20
    Median$4,10
    High$4,50
    Spot$4,02
    +4.5 %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 Margin9,3 %Above median
    Net Margin7,7 %Above median
    ROE19,1 %Best in class
    Capex / Rev-4,3 %Below median
    D/E0,43Below median
    Cash Conv1,12Above median

    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
    • Taokaenoi Food & Marketing PCL Market data — financials · 2026-05-29
    • Taokaenoi Food & Marketing PCL Market data — analyst estimates · 2026-05-29

    Ownership & reference

    Leadership

    • Itthipat PeeradechapanChief 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
    TKN.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)
    2026-06-20 12:34 UTCANALYSTAnalyst coverage initiated
    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