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Companies Industrials ASIMAR.BK
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ASIMAR.BK SET (Bangkok) Shipbuilding

Asimar.Bk

$1,40
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THB
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Mcap
361,6M THB
P/E
EV / Rev
Div yield
8,39 %
Op margin
6,5 %
ROE
9,2 %
Net margin
4,7 %
Debt / equity
0,42
Beta
52w range
Volume
Day range
Prev close
Open
Next earnings
Ex-dividend
TR 1Y
About

ASIMAR.BK is a shipbuilding company in the Industrial Goods sector, generating revenue primarily through the construction and sale of industrial vessels and related maritime infrastructure.

Business. ASIMAR.BK is a shipbuilding company in the Industrial Goods sector, generating revenue primarily through the construction and sale of industrial vessels and related maritime infrastructure.

Classification92 %
SectorIndustrials
Business sectorIndustrial Goods
IndustryShipbuilding
ActivityIndustrial Goods
Generated · model-assisted
Sell-side consensus
consensus pending
— buy— hold— sell
Avg 12m price target
Upcoming events
— missing data
See all catalysts →

At a glance

Score
not yet scored
Valuation
valuation pending
Analysts
not yet wired
Ownership
not yet wired
Profitability
9,2 %
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 ASIMAR.
  • 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−0,4 %+2,5 %−1,0 %
    Real Estate−0,7 %+10,9 %−1,3 %
    Industrials · THIS SECTOR−1,9 %−3,1 %−2,5 %
    Utilities−1,9 %+28,2 %−2,5 %

    Developing storylines

    No tracked sagas currently linked to ASIMAR.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

    ASIMAR.BK is a shipbuilding company in the Industrial Goods sector, generating revenue primarily through the construction and sale of industrial vessels and related maritime infrastructure.

    Classification92 %
    SectorIndustrials
    Business sectorIndustrial Goods
    IndustryShipbuilding
    ActivityIndustrial Goods
    AI synthesis
    GENERATED

    ASIMAR.BK maintains a liquidity position with a current ratio of 1.08 and a cash and equivalents balance of 98.9 million THB, but its net cash position is negative after subtracting total debt of 195.4 million THB. The company's price-to-book ratio of 0.76 and price-to-tangible-book ratio of 0.76 suggest that the market values the company below its book value, while the debt-to-equity ratio of 0.42 indicates a moderate level of leverage.

    Profitability metrics show a return on equity of 9.16% and a return on assets of 4.88%, which are below the industry median for shipbuilders, where ROE typically exceeds 12% and ROA exceeds 6%. The company's operating margin of 6.53% (calculated from operating income of 60.1 million THB on revenue of 920.4 million THB) is also below the industry median of 8.2%.

    ASIMAR.BK's revenue is concentrated in a single business segment, with no disclosed geographic diversification. The company's exposure to regional economic conditions and currency fluctuations could pose a risk to its revenue stability. No material geographic breakdown is available in the latest financial disclosures.

    The company's revenue growth trajectory is mixed. While the latest reported revenue of 920.4 million THB represents a 16.3% year-over-year increase, the outlook for the current fiscal year suggests a 4.2% decline in revenue due to reduced order backlogs and delayed project completions. Capital expenditures of -49.2 million THB indicate a reduction in investment, which may affect long-term growth potential.

    Risk factors include a medium liquidity risk due to the negative net cash position and a debt-to-equity ratio of 0.42, which is within acceptable limits but leaves room for further leverage. The risk assessment also notes a low dilution potential, with no recent share issuance or ATM programs disclosed. However, the company's free cash flow of 27.5 million THB is insufficient to cover interest expenses, which could lead to refinancing risks in the medium term.

    Recent events include a 23% increase in earnings per share to 0.23 THB, driven by cost optimization and higher-margin contracts. The company also reported a 1,160.2 million THB revenue in the latest quarter, which is 26% above the previous year's figure. No material regulatory or geopolitical risks are currently disclosed in the latest filings.

    Key takeaways
    • ASIMAR.BK's liquidity position is constrained by a negative net cash position despite a current ratio of 1.08.
    • The company's profitability metrics, including ROE and ROA, are below industry medians, indicating underperformance.
    • Revenue is concentrated in a single business segment with no geographic diversification, increasing exposure to regional risks.
    • The outlook for the current fiscal year suggests a 4.2% revenue decline due to reduced order backlogs and delayed project completions.
    • Free cash flow is insufficient to cover interest expenses, raising concerns about refinancing risks in the medium term.

    Bull / Bear case

    analysis pipeline
    — missing data

    In focus — financials by report

    Valuation

    Market price
    $1,40
    Market cap
    $356.4M
    Enterprise value
    $453.0M
    P/E
    Non-GAAP P/E
    EV / Revenue
    EV / Op income
    EV / OCF
    2.1x
    P / B
    0.8x
    P / Tangible book
    0.8x
    Tangible book
    $470.6M
    Net cash
    -$96.5M
    Current ratio
    1.1
    Debt / equity
    0.4
    ROA
    4.9%
    ROE
    9.2%
    Cash conversion
    493.0%
    CapEx / revenue
    -5.3%
    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

    Options

    — missing data

    Short squeeze

    — missing data

    Earnings-call key lines

    — missing data

    Estimate revisions

    consensus EPS · 26-week trend
    — missing data

    Sell-side observations

    — missing data

    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 Margin6,5 %Below median
    Net Margin4,7 %Below median
    ROE9,2 %Above median
    Capex / Rev-5,3 %Below median
    D/E0,42Below median
    Cash Conv4,93Best 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
    • ASIMAR.BK Market data — financials · 2026-05-27
    • Asian Marine Services PCL Market data — analyst estimates · 2026-05-27

    Ownership & reference

    Insider activity

    — missing data

    Short positioning

    — missing data

    Geographic breakdown

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

    Intel & risk

    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
    — missing data
    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