Obermatt

Flags

Earnings warning

Moshi Moshi Retail Corporation

SET:MOSHI · THB131010001
Specialty RetailSmall

360

92
EV / EBIT57
Price / Owner Earnings24
Owner Earnings Yield67
Dividend Yield55
Price/Sales10
EV / Gross Profit9
Price/Book19
Return on Capital95
Cash Return on Capital90
Return on Equity90
EBIT Margin100
Gross Profitability51
Cash Conversion28
Accruals28
Owner Earnings Margin96
Sales growth87
Profit Growth18
Long-Term EPS Growth95
Owner Earnings Growth82
Reinvestment89
Price momentum48
Debt load49
Refinancing26
Debt Payback71
Liquidity65
Analyst ratings91
Opinion Changes86
Price Target Upside52
Market mood81
Value Creation18/20strong value creator
  • Creates more value than its capital costs
  • Owner earnings growing
  • Owner earnings per share growing
  • Reinvests at strong returns
  • Solid earnings base

What this means

Moshi Moshi Retail Corporation generates returns well above its cost of capital, the foundation of durable shareholder value.

Profile

CountryThailand
IndustrySpecialty Retail
SizeSmall
TypePublic Company
ExchangeSET
Founded2000
ISINTHB131010001
Last UpdateApr 2, 2026
Themes
Fast-Moving Consumer GoodsPet Food and SuppliesLifestyle

Description

Moshi Moshi Retail Corporation Public Company Limited (Moshi Moshi Retail Corporation) primarily engages in the retail sale of lifestyle products designed for daily use. Business Segments Moshi Moshi Retail Corporation operates through various busi…

Analysis

Quality compounder

Moshi Moshi Retail Corporation Public Company Limited earns the quality_compounder label: good underlying economics priced fairly, with no obvious bargain or excess. Worth noting: the cash the business generates has lagged behind what the income statement shows.

On valuation, the picture is fair. The owner-earnings multiple stands at 19.1×; owner earnings: the cash an owner could take out each year. The implied growth embedded in that price is around 6% a year, against analyst forecasts of 18%. The price, in other words, assumes less than the experts do.

Growth is solid; the safety picture is sturdy. The company scores 18/20 on our value-creation score: strong value creator.

Flags to be aware of: Reported profits have run ahead of actual cash for several periods. As always: this describes the company's numbers; it is not a recommendation.

360° rank · history

1007550250
56
2026

All-time high

56

Jun 2026

All-time low

52

Mar 2026

Average rank

54

across all years

Detailed & Historical Ranks

Deep dive into 15 detailed ranks and 3 years of history.

Current202520242023
Price/Sales
10
Price/Earnings
29
Price/Book
19
Dividend Yield
55
Value (overall)
16

Cells are coloured by rank band (red weak → green strong). Sentiment & 360° history begins 2023.

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Make Sense of the Ranks

Every rank runs 1–100 against true peers. Higher is always better.

360° View
1 · Watch OutGood· 100
Value
1 · ExpensiveGood Value· 100
Quality
1 · Weak FundamentalsHigh Quality· 100
Growth
1 · Tough TimesHigh Growth· 100
Safety
1 · High LeverageWell-Financed· 100
Sentiment
1 · SkepticismPositive· 100
Learn More →