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Companies Basic Materials EPG.BK
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EPG.BK SET (Bangkok) Commodity Chemicals

Epg.Bk

$3,58
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THB
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1D5D1M3M6MYTD1Y5YMax
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Mcap
10,0B THB
P/E
EV / Rev
Div yield
4,24 %
Op margin
5,5 %
ROE
6,3 %
Net margin
5,7 %
Debt / equity
0,40
Beta
52w range
Volume
Day range
Prev close
Open
Next earnings
Ex-dividend
TR 1Y
About

EPG.BK operates in the chemicals industry, producing commodity chemicals and generating revenue primarily through the sale of chemical products.

Business. EPG.BK operates in the chemicals industry, producing commodity chemicals and generating revenue primarily through the sale of chemical products.

Classification92 %
SectorBasic Materials
Business sectorChemicals
IndustryCommodity Chemicals
ActivityChemicals
Generated · model-assisted
Sell-side consensus
BUY3 analysts
2 buy1 hold0 sell
Avg 12m price target3,79

Analyst recommendations

3 analysts · consensus Buy
Buy2
Hold1
Sell0
12-month price target
3,79
Consensus of sell-side coverage.
Upcoming events
— missing data
See all catalysts →

At a glance

Score
not yet scored
Valuation
valuation pending
Analysts
Buy
3 analysts · indicative
Ownership
not yet wired
Profitability
6,3 %
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 EPG.
  • Sector rotation

    Sector1D1Mvs mkt
    Materials · THIS SECTOR+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−1,9 %−3,1 %−2,5 %
    Utilities−1,9 %+28,2 %−2,5 %

    Developing storylines

    No tracked sagas currently linked to EPG.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

    EPG.BK operates in the chemicals industry, producing commodity chemicals and generating revenue primarily through the sale of chemical products.

    Classification92 %
    SectorBasic Materials
    Business sectorChemicals
    IndustryCommodity Chemicals
    ActivityChemicals
    AI synthesis
    GENERATED

    EPG.BK has a market price of 4.34 THB and a market cap of 12.15 billion THB, with a price-to-earnings ratio of 15.27 and a price-to-book ratio of 0.97. The company's liquidity is assessed as medium, with a current ratio of 1.79 and free cash flow of 811.43 million THB. However, the company has a negative net cash position after subtracting total debt, indicating potential liquidity constraints.

    In terms of profitability, EPG.BK has a return on equity of 6.35% and a return on assets of 4.00%, which are below the industry median for commodity chemicals. The company's gross profit margin is 33.5%, and its operating margin is 5.51%, both of which are in line with industry norms. The debt-to-equity ratio of 0.4 suggests a relatively conservative capital structure.

    The company's revenue is concentrated in a single business segment, with no disclosed geographic diversification. This concentration increases exposure to sector-specific risks and limits the ability to offset losses in one area with gains in another.

    Looking ahead, EPG.BK is projected to experience a modest growth trajectory, with revenue and earnings expected to remain stable in the next fiscal year. The company's capital expenditure of -579.05 million THB indicates a reduction in investment, which may affect long-term growth potential.

    The risk assessment for EPG.BK highlights medium liquidity risk and low dilution risk. The company's negative net cash position after subtracting total debt is a key flag, suggesting potential challenges in meeting short-term obligations. No significant dilution sources are identified, and the dilution potential is assessed as low.

    Recent events and filings do not indicate any material changes in the company's operations or financial position. Analysts have provided a mean price target of 3.79 THB, with a median of 3.83 THB, suggesting a bearish outlook relative to the current market price.

    Key takeaways
    • EPG.BK has a conservative capital structure with a debt-to-equity ratio of 0.4.
    • The company's return on equity of 6.35% is below the industry median for commodity chemicals.
    • EPG.BK's revenue is concentrated in a single business segment, increasing sector-specific risk.
    • Analysts have a bearish outlook, with a mean price target of 3.79 THB.
    • The company's liquidity is assessed as medium, with a current ratio of 1.79.

    Bull / Bear case

    analysis pipeline
    — missing data

    In focus — financials by report

    Valuation

    Market price
    $3,58
    Market cap
    $12.15B
    Enterprise value
    $17.06B
    P/E
    Non-GAAP P/E
    EV / Revenue
    EV / Op income
    EV / OCF
    15.6x
    P / B
    1.0x
    P / Tangible book
    1.0x
    Tangible book
    $12.54B
    Net cash
    -$4.91B
    Current ratio
    1.8
    Debt / equity
    0.4
    ROA
    4.0%
    ROE
    6.3%
    Cash conversion
    138.0%
    CapEx / revenue
    -4.2%
    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
    0,45
    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 2026-05-04 · 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 estimate0,45
    Revenueno estimateno estimate13,5B THB
    Operating incomeno estimateno estimate1,4B 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
    Buy2
    Hold1
    Sell0
    Strong sell0
    12-month price target$3,79 · Median $3,83
    Low $2,50High $5,00
    Operating income · consensus1,4B THB
    EPS surprise
    −36,9 %
    reported vs consensus · miss
    Revenue surprise
    +2,6 %
    reported vs consensus · beat

    Estimate revisions

    consensus EPS · 26-week trend
    — missing data

    Sell-side observations

    Low$2,50
    Mean$3,79
    Median$3,83
    High$5,00
    Spot$3,58
    +5.8 %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 Margin5,5 %Below median
    Net Margin5,7 %Above median
    ROE6,3 %Above median
    Capex / Rev-4,2 %Above median
    D/E0,40Below median
    Cash Conv1,38Above 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
    • 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
    • EPG.BK Market data — financials · 2026-05-27
    • Eastern Polymer Group 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
    EPG.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
    2026-06-20 12:34 UTCANALYSTAnalyst coverage initiated
    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