Ratings Land and Houses

Equities

LH

TH0143010Z08

End-of-day quote Thailand S.E. Other stock markets 06:00:00 2024-06-06 pm EDT			5-day change	1st Jan Change
6.45 ^THB	0.00%		-2.27%	-20.86%

May. 14	Land and Houses Public Company Limited Reports Earnings Results for the First Quarter Ended March 31, 2024	CI
Apr. 25	Land and Houses Public Company Limited Approves Dividend for 2023, Payable on May 21, 2024	CI

Summary

From a short-term investment perspective, the company presents a deteriorated fundamental situation

Strengths

The group's activity appears highly profitable thanks to its outperforming net margins.
The company's attractive earnings multiples are brought to light by a P/E ratio at 11.19 for the current year.
This company will be of major interest to investors in search of a high dividend stock.
Analysts have a positive opinion on this stock. Average consensus recommends overweighting or purchasing the stock.
The difference between current prices and the average target price is rather important and implies a significant appreciation potential for the stock.
Analyst opinion has improved significantly over the past four months.
The divergence of price targets given by the various analysts who make up the consensus is relatively low, suggesting a consensus method of evaluating the company and its prospects.
Historically, the company has been releasing figures that are above expectations.

Weaknesses

The potential for earnings per share (EPS) growth in the coming years appears limited according to current analyst estimates.
One of the major weak points of the company is its financial situation.
With an enterprise value anticipated at 4.49 times the sales for the current fiscal year, the company turns out to be overvalued.
For the last twelve months, sales expectations have been significantly downgraded, which means that less important sales volumes are expected for the current fiscal year over the previous period.
For the last four months, the sales outlook for the coming years has been revised downwards. No recovery of the group's activities is yet foreseen.
For the past year, analysts have significantly revised downwards their profit estimates.
Over the past four months, analysts' average price target has been revised downwards significantly.

Ratings chart - Surperformance

Chart ESG Refinitiv

Sector: Real Estate Development & Operations

	1st Jan change	Capi.	Investor Rating	ESG Refinitiv
LAND AND HOUSES	-20.86%	2.09B		B-
VONOVIA SE	-6.52%	23.73B		A-
CHINA VANKE CO., LTD.	-21.89%	12.48B		B+
AKELIUS RESIDENTIAL PROPERTY AB	+9.93%	11.02B	-	B-
DEUTSCHE WOHNEN SE	-26.15%	7.59B	-	B+
VINHOMES	-9.72%	6.68B		C-
VINGROUP	-2.47%	6.37B		C+
LEG IMMOBILIEN SE	-3.56%	6.13B		A-
BRIGADE ENTERPRISES LIMITED	+54.96%	3.85B		B+
IIDA GROUP HOLDINGS CO., LTD.	+1.54%	3.84B		C

Investor Rating

Trading Rating

ESG Refinitiv

Financials

Sales growth

Earnings Growth

EBITDA / Sales

Profitability

Finances

Valuation

P/E ratio

EV / Sales

Price to Book

Price to Free Cash Flow

Yield

Momentum

1 year Revenue revision

4 months Revenue revision

7 days Revenue revision

1 year EPS revision

4 months EPS revision

Consensus

Analyst Opinion

Potential Price Target

4m Target Price Revision

4m Revision of opinion

12m Revision of opinion

Business Predictability

Analyst Coverage

Divergence of Estimates

Divergence of analysts' opinions

Divergence of Target Price

Earnings quality

Environment

Emissions

Innovation

Use of resources

Governance

CSR Strategy

Management

Shareholders

Controversy

Technical analysis

ST Timing

MT Timing

LT Timing

RSI

Bollinger Spread

Unusual volumes