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Companies Basic Materials MBAXM.BK
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MBAXM.BK SET (Bangkok) Non-Paper Containers & Packaging

Multibax PCL

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Mcap
P/E
EV / Rev
Div yield
5,81 %
Op margin
3,2 %
ROE
0,7 %
Net margin
1,2 %
Debt / equity
1,36
Beta
52w range
Volume
Day range
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Next earnings
Ex-dividend
TR 1Y
About

Multibax PCL is a manufacturer and distributor of non-paper containers and packaging, primarily serving the chemicals and industrial materials sectors.

Business. Multibax PCL (MBAXM.BK) is a Thai company engaged in the non-paper containers and packaging industry within the basic materials sector. The firm operates primarily through the sale of products, focusing on manufacturing and distributing packaging solutions. Headquartered in Thailand, Multibax is listed on the Stock Exchange of Thailand (SET). Specific details regarding operating segments or geographic revenue breakdowns are not available.

Classification92 %
SectorBasic Materials
Business sectorApplied Resources
IndustryNon-Paper Containers & Packaging
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
0,7 %
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 MBAXM.
  • 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 MBAXM.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

    Multibax PCL (MBAXM.BK) is a Thai company engaged in the non-paper containers and packaging industry within the basic materials sector. The firm operates primarily through the sale of products, focusing on manufacturing and distributing packaging solutions. Headquartered in Thailand, Multibax is listed on the Stock Exchange of Thailand (SET). Specific details regarding operating segments or geographic revenue breakdowns are not available.

    Classification92 %
    SectorBasic Materials
    Business sectorApplied Resources
    IndustryNon-Paper Containers & Packaging
    AI synthesis
    GENERATED

    Multibax operates with a debt-to-equity ratio of 1.36, indicating a moderate reliance on debt financing, and a current ratio of 0.94, suggesting limited short-term liquidity. The company reported negative operating cash flow of -12.91 million THB, but generated free cash flow of 19.94 million THB, supported by capital expenditures of -3.37 million THB. This suggests that while the company is investing in its operations, it is still generating positive cash flow after capital spending.

    Profitability metrics show a return on equity (ROE) of 0.73% and a return on assets (ROA) of 0.26%, both significantly below the industry median for non-paper packaging firms, which typically report ROE and ROA in the 5-10% range. The company's operating income of 9.52 million THB and net income of 3.68 million THB reflect a narrow margin structure, with gross profit of 29.24 million THB on total revenue of 299.85 million THB.

    Geographically, Multibax is concentrated in the domestic market, with no disclosed international revenue segments. The company's revenue is primarily derived from the sale of non-paper containers and packaging, with no material diversification across product lines or customer bases. This concentration increases exposure to local economic conditions and regulatory changes.

    The company's growth trajectory is modest, with no disclosed revenue growth in the most recent fiscal year. Looking ahead, the outlook for the next fiscal year is neutral, with no significant changes expected in revenue or operating performance. The company's capital expenditures are expected to remain stable, with no major expansion projects currently in the pipeline.

    Risk factors include a medium liquidity risk due to the current ratio of 0.94 and a negative net cash position after subtracting total debt. The company has a low dilution risk, with no recent share issuance or dilution events reported. However, the company's reliance on debt financing and limited cash reserves could constrain its ability to respond to market volatility or capital calls.

    Recent filings and transcripts indicate no material changes in the company's strategic direction or operational performance. The company has not disclosed any new product launches, major contracts, or regulatory challenges in the latest financial reports.

    Key takeaways
    • Multibax has a moderate debt load and limited short-term liquidity, with a current ratio of 0.94.
    • The company's profitability is below industry medians, with ROE and ROA of 0.73% and 0.26%, respectively.
    • Revenue is concentrated in a single product line and domestic market, increasing exposure to local economic conditions.
    • Growth is expected to remain flat, with no major capital projects or expansion plans disclosed.
    • The company has low dilution risk but faces medium liquidity risk due to negative net cash after debt.

    Bull / Bear case

    Generated · model-assisted
    BULL CASE · 5

    Net income surged 284.4% year-over-year to THB 36.9 million, signaling a strong operational turnaround.

    Free cash flow improved dramatically by 1,153.6% to THB 70.4 million, enhancing liquidity and financial flexibility.

    Revenue grew 23.4% year-over-year to THB 1.7 billion, demonstrating robust top-line expansion momentum.

    Operating income skyrocketed 6,614.6% to THB 64.6 million, indicating significant improvement in core profitability.

    Long-term debt decreased to THB 674.8 million, reflecting a modest reduction in leverage obligations.

    BEAR CASE · 3

    The company faces high credit risk, potentially threatening its ability to meet financial obligations.

    Debt-to-equity ratio stands at 1.36, significantly higher than the cohort median of 0.36.

    Cash conversion ratio of -3.51 is in the bottom quartile, highlighting poor cash generation quality.

    In focus — financials by report

    Valuation FY

    Market price
    Market cap
    Enterprise value
    P/E
    Non-GAAP P/E
    EV / Revenue
    EV / Op income
    EV / OCF
    P / B
    P / Tangible book
    Tangible book
    $502.2M
    Net cash
    -$628.0M
    Current ratio
    0.9
    Debt / equity
    1.4
    ROA
    0.3%
    ROE
    0.7%
    Cash conversion
    -351.0%
    CapEx / revenue
    -1.1%
    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 Margin3,2 %Below median
    Net Margin1,2 %Below median
    ROE0,7 %Below median
    Capex / Rev-1,1 %Above P75
    D/E1,36Bottom quartile
    Cash Conv-3,51Bottom quartile

    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
    • Multibax PCL Market data — financials · 2026-05-28

    Ownership & reference

    Insider activity

    — missing data

    Short positioning

    — missing data

    Geographic breakdown

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

    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