Obermatt

Flags

Earnings warning

Taokaenoi Food & Marketing

SET:TKN · TH6927010004
Food ProductsSmall

360

77
EV / EBIT80
Price / Owner Earnings24
Owner Earnings Yield63
Dividend Yield100
Price/Sales62
EV / Gross Profit41
Price/Book35
Return on Capital80
Cash Return on Capital82
Return on Equity86
EBIT Margin80
Gross Profitability80
Cash Conversion14
Accruals5
Owner Earnings Margin82
Sales growth96
Profit Growth44
Long-Term EPS Growth37
Owner Earnings Growth61
Reinvestment10
Price momentum26
Debt load25
Refinancing76
Debt Payback41
Liquidity68
Analyst ratings1
Opinion Changes50
Price Target Upside91
Market mood5
Value Creation12/20creating some value
  • 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

Taokaenoi Food & Marketing clears its cost of capital, but the record is mixed across the five tests. Real value creation, just not yet consistent.

Profile

CountryThailand
IndustryFood Products
SizeSmall
TypePublic Company
ExchangeSET
Founded2004
Employees67
ISINTH6927010004
Last UpdateApr 2, 2026
Themes
Fast-Moving Consumer GoodsFood and Beverage

Description

Taokaenoi Food & Marketing Public Company Limited (Taokaenoi) is a manufacturer and distributor of snacks, primarily focusing on seaweed-based products and other snack varieties for domestic and international markets. The company operates through var…

Analysis

Middle-of-the-road

Taokaenoi Food & Marketing Public Company Limited is a middle-of-the-road business: neither the economics nor the price stand out from the peer group. One caution: reported profits have recently run ahead of actual cash, which we track closely.

The price is fair. You pay 16.0× its owner earnings: the cash an owner could take out each year, which is in the historically fair zone.

The trajectory is moderate and the balance sheet is adequate. The company scores 12/20 on our value-creation score: creating some value.

What to watch: The financial cushion is thinner than comfortable. 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
31
2026

All-time high

81

Mar 2026

All-time low

31

Jun 2026

Average rank

56

across all years

Detailed & Historical Ranks

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

Current202520242023
Price/Sales
62
Price/Earnings
90
Price/Book
35
Dividend Yield
100
Value (overall)
88

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 →