Obermatt

AP Thailand

SET:AP · TH0308010Y08
Real Estate Management & DevelopmentLarge

360

94
EV / EBIT69
Price / Owner Earnings66
Owner Earnings Yield72
Dividend Yield93
Price/Sales73
EV / Gross Profit85
Price/Book58
Return on Capital73
Cash Return on Capital63
Return on Equity67
EBIT Margin45
Gross Profitability87
Cash Conversion32
Accruals38
Owner Earnings Margin44
Sales growth47
Profit Growth63
Long-Term EPS Growth77
Owner Earnings Growth48
Reinvestment96
Price momentum71
Debt load46
Refinancing75
Debt Payback40
Liquidity55
Analyst ratings52
Opinion Changes58
Price Target Upside67
Market mood59
Value Creation10/20creating 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

AP Thailand clears its cost of capital, but the record is mixed across the five tests. Real value creation, just not yet consistent.

Profile

CountryThailand
IndustryReal Estate Management & Development
SizeLarge
TypePublic Company
ExchangeSET
Founded1994
Employees284
ISINTH0308010Y08
Last UpdateApr 2, 2026
Themes
Vacation RentalReal Estate TechnologyCommercial Real EstateConstructionReal Estate

Description

AP (Thailand) Public Company Limited specializes in real estate development, encompassing a range of operational segments, including low-rise and high-rise properties, along with various additional services related to the real estate market. The comp…

Analysis

Bargain bin

AP (Thailand) Public Company Limited falls in the bargain bin: the price is low relative to peers, but the business metrics give reason to pause. One caution: reported profits have recently run ahead of actual cash, which we track closely.

The price is attractive. You pay 5.0× its owner earnings: the cash an owner could take out each year, which is in the historically attractive zone. At today's price, the market is assuming roughly -13% yearly growth; analysts expect 4%. The price, in other words, assumes less than the experts do.

The trajectory is solid and the balance sheet is adequate. The company scores 10/20 on our value-creation score: creating some value. Analysts lean positive.

What to watch: Some accounting patterns deserve a closer look. 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
100
2023202420252026

All-time high

100

Jun 2026

All-time low

74

Jan 2024

Average rank

94

across all years

Detailed & Historical Ranks

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

Current202520242023
Price/Sales
73
94
92
91
Price/Earnings
79
86
90
83
Price/Book
58
79
75
72
Dividend Yield
93
82
85
80
Value (overall)
94
89
95
95

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 →