SCGJWD LOGISTICS PCL NON-VOTING DR
SCGJWD Logistics Public Company Limited, together with its subsidiaries, engages in the integrated in-land and oversea logistics business in Thailand, Cambodia, Myanmar, Laos, Vietnam, the Philippines, Malaysia, Singapore, Indonesia, and Southern China. It operates in two segments, Logistics and Supply Chain Business, and Other Businesses. The company offers general and free zone warehouse manage… Read more
SCGJWD LOGISTICS PCL NON-VOTING DR (SJWD) - Net Assets
Latest net assets as of September 2024: ฿23.68 Billion THB
Based on the latest financial reports, SCGJWD LOGISTICS PCL NON-VOTING DR (SJWD) has net assets worth ฿23.68 Billion THB as of September 2024.
Net assets (also known as shareholders' equity or book value) represent the difference between a company's total assets (฿43.75 Billion) and total liabilities (฿20.07 Billion). This figure indicates the residual interest in the assets after deducting liabilities, essentially showing what would remain for shareholders if all assets were liquidated and all debts paid off.
Key Net Assets Metrics
| Metric | Value |
|---|---|
| Current Net Assets | ฿23.68 Billion |
| % of Total Assets | 54.13% |
| Annual Growth Rate | 31.45% |
| 5-Year Change | 612.67% |
| 10-Year Change | 1694.55% |
| Growth Volatility | 164.92 |
SCGJWD LOGISTICS PCL NON-VOTING DR - Net Assets Trend (2012–2023)
This chart illustrates how SCGJWD LOGISTICS PCL NON-VOTING DR's net assets have evolved over time, based on quarterly financial data. Explore and compare other companies by net assets.
Annual Net Assets for SCGJWD LOGISTICS PCL NON-VOTING DR (2012–2023)
The table below shows the annual net assets of SCGJWD LOGISTICS PCL NON-VOTING DR from 2012 to 2023.
| Year | Net Assets | Change |
|---|---|---|
| 2023-12-31 | ฿23.31 Billion | +578.59% |
| 2022-12-31 | ฿3.43 Billion | -13.67% |
| 2021-12-31 | ฿3.98 Billion | +22.35% |
| 2020-12-31 | ฿3.25 Billion | -0.57% |
| 2019-12-31 | ฿3.27 Billion | +3.24% |
| 2018-12-31 | ฿3.17 Billion | +2.19% |
| 2017-12-31 | ฿3.10 Billion | +18.64% |
| 2016-12-31 | ฿2.61 Billion | -1.27% |
| 2015-12-31 | ฿2.65 Billion | +103.76% |
| 2014-12-31 | ฿1.30 Billion | -13.02% |
| 2013-12-31 | ฿1.49 Billion | +29.64% |
| 2012-12-31 | ฿1.15 Billion | -- |
Equity Component Analysis
This analysis shows how different components contribute to SCGJWD LOGISTICS PCL NON-VOTING DR's total equity over time. Equity components include common stock, retained earnings, additional paid-in capital, and other elements.
Equity Composition Insights
- Retained earnings have grown by 432.7% over the analyzed period, indicating profitable operations and earnings retention.
Current Equity Component Breakdown (December 2023)
| Component | Amount | Percentage |
|---|---|---|
| Retained Earnings | ฿992.24 Million | 4.44% |
| Common Stock | ฿905.51 Million | 4.06% |
| Other Comprehensive Income | ฿568.28 Million | 2.54% |
| Other Components | ฿19.86 Billion | 88.96% |
| Total Equity | ฿22.33 Billion | 100.00% |
SCGJWD LOGISTICS PCL NON-VOTING DR Competitors by Market Cap
The table below lists competitors of SCGJWD LOGISTICS PCL NON-VOTING DR ranked by their market capitalization.
| Company | Market Cap |
|---|---|
|
Mha Plc
F:MU2
|
$87.91 Million |
|
Donpon Precision
TWO:3290
|
$87.92 Million |
|
BJ.B.J.B.UNI.S.(NEW)YC-10
F:BJDH
|
$87.92 Million |
|
ABRDN EUR.LOG.IN. LS-01
F:5JX
|
$87.95 Million |
|
AXIOS Sustainable Growth
NYSE:AXAC
|
$87.86 Million |
|
Complete Logistic Services Bhd
KLSE:5136
|
$87.86 Million |
|
Kuen Chaang Uppertech
TWO:6265
|
$87.80 Million |
|
AptaBio Therapeutics Inc
KQ:293780
|
$87.79 Million |
Equity Growth Attribution
This analysis shows how different factors contributed to changes in SCGJWD LOGISTICS PCL NON-VOTING DR's equity between the two most recent reporting periods.
Equity Growth Insights
- From 2022 to 2023, total equity changed from 3,117,300,431 to 22,329,838,492, a change of 19,212,538,061 (616.3%).
- Net income of 761,315,361 contributed positively to equity growth.
- Dividend payments of 795,599,219 reduced retained earnings.
- Share repurchases of 756,465,048 reduced equity.
- Other comprehensive income increased equity by 477,732,017.
- Other factors increased equity by 19,525,554,950.
Equity Change Factors (2022 to 2023)
| Factor | Impact | Contribution |
|---|---|---|
| Net Income | ฿761.32 Million | +3.41% |
| Dividends Paid | ฿795.60 Million | -3.56% |
| Share Repurchases | ฿756.47 Million | -3.39% |
| Other Comprehensive Income | ฿477.73 Million | +2.14% |
| Other Changes | ฿19.53 Billion | +87.44% |
| Total Change | ฿- | 616.32% |
Book Value vs Market Value Analysis
This analysis compares SCGJWD LOGISTICS PCL NON-VOTING DR's book value (net assets) with its market value over time. The relationship between these values can provide insights into investor sentiment and company valuation.
Valuation Insights
- Current price-to-book ratio: 0.57x
- The company is trading below its book value, potentially indicating the market believes the assets are overvalued on the balance sheet or anticipates future losses.
- The price-to-book ratio has decreased from 2.86x to 0.57x over the analyzed period, indicating reduced market premium.
Historical Price-to-Book Ratios
| Date | Book Value per Share | Market Price | P/B Ratio |
|---|---|---|---|
| 2012-12-31 | ฿2.60 | ฿7.45 | x |
| 2013-12-31 | ฿3.44 | ฿7.45 | x |
| 2014-12-31 | ฿1.21 | ฿7.45 | x |
| 2015-12-31 | ฿4.73 | ฿7.45 | x |
| 2016-12-31 | ฿2.51 | ฿7.45 | x |
| 2017-12-31 | ฿2.99 | ฿7.45 | x |
| 2018-12-31 | ฿2.99 | ฿7.45 | x |
| 2019-12-31 | ฿3.09 | ฿7.45 | x |
| 2020-12-31 | ฿3.06 | ฿7.45 | x |
| 2021-12-31 | ฿3.66 | ฿7.45 | x |
| 2022-12-31 | ฿3.06 | ฿7.45 | x |
| 2023-12-31 | ฿13.02 | ฿7.45 | x |
Capital Efficiency Dashboard
This dashboard shows how efficiently SCGJWD LOGISTICS PCL NON-VOTING DR utilizes its equity to generate returns, including Return on Equity (ROE) and its components based on the DuPont analysis framework.
Capital Efficiency Insights
- Current Return on Equity (ROE): 3.41%
- The company may be facing challenges in efficiently utilizing shareholder equity.
- DuPont Analysis Breakdown:
- • Net Profit Margin: 3.21%
- • Asset Turnover: 0.61x
- • Equity Multiplier: 1.76x
- Recent ROE (3.41%) is below the historical average (12.74%), suggesting potential challenges in capital efficiency.
Historical Capital Efficiency Metrics
| Year | Return on Equity | Net Profit Margin | Asset Turnover | Equity Multiplier | Economic Value Added |
|---|---|---|---|---|---|
| 2012 | 18.07% | 11.51% | 0.51x | 3.07x | ฿86.09 Million |
| 2013 | 26.68% | 17.84% | 0.51x | 2.94x | ฿235.14 Million |
| 2014 | 11.61% | 6.57% | 0.48x | 3.68x | ฿19.89 Million |
| 2015 | 12.85% | 14.20% | 0.47x | 1.92x | ฿73.92 Million |
| 2016 | -0.35% | -0.40% | 0.42x | 2.08x | ฿-265.12 Million |
| 2017 | 20.09% | 25.26% | 0.44x | 1.82x | ฿307.43 Million |
| 2018 | 8.28% | 7.86% | 0.50x | 2.09x | ฿-52.38 Million |
| 2019 | 11.52% | 10.18% | 0.46x | 2.48x | ฿47.80 Million |
| 2020 | 9.30% | 7.52% | 0.41x | 3.04x | ฿-21.87 Million |
| 2021 | 15.29% | 11.21% | 0.40x | 3.37x | ฿197.90 Million |
| 2022 | 16.18% | 8.54% | 0.45x | 4.18x | ฿192.59 Million |
| 2023 | 3.41% | 3.21% | 0.61x | 1.76x | ฿-1.47 Billion |
Industry Comparison
This section compares SCGJWD LOGISTICS PCL NON-VOTING DR's net assets metrics with peer companies in the Integrated Freight & Logistics industry.
Industry Context
- Industry: Integrated Freight & Logistics
- Average net assets among peers: $832,122,784
- Average return on equity (ROE) among peers: 11.86%
Peer Company Comparison
| Company | Net Assets | Return on Equity | Debt-to-Equity | Market Cap |
|---|---|---|---|---|
| SCGJWD LOGISTICS PCL NON-VOTING DR (SJWD) | ฿23.68 Billion | 18.07% | 0.85x | $87.91 Million |
| Begistics Public Company Limited (B) | $2.17 Billion | 3.29% | 0.11x | $7.40 Million |
| Euroasia Total Logistics PCL (ETL) | $367.94 Million | 28.86% | 2.08x | $2.31 Million |
| Triple i Logistics Public Company Limited (III) | $2.67 Billion | 29.78% | 0.38x | $42.36 Million |
| Leo Global Logistics Public Company Limited (LEO) | $113.28 Million | 15.06% | 1.86x | $9.02 Million |
| M P J Logistics Public Company Limited (MPJ) | $6.55 Million | 4.12% | 3.22x | $10.15 Million |
| NCL International Logistics Public Company Limited (NCL) | $325.21 Million | 6.01% | 0.64x | $2.61 Million |
| Sino Logistics Corporation Public Company Limited (SINO) | $862.13 Million | 6.11% | 0.59x | $8.44 Million |
| Sonic Interfreight Public Company Limited (SONIC) | $560.83 Million | 8.31% | 0.50x | $15.83 Million |
| Thai Parcels Public Company Limited (TPL) | $413.92 Million | 5.15% | 0.49x | $7.75 Million |