Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
NER.BK
Strong BuyFull HouseNorth East Rubber Public Company Limited · Basic Materials · Thailand · $269M · Avg Vol: $2M/d
COMPANY DESCRIPTION
North East Rubber Public Company Limited manufactures and sells rubber products in Thailand. It offers rubber smoked sheets, skim block rubbers, mixtures rubber, ribbed smoked, and standard Thai rubbers primarily for the automotive industry.
FINANCIAL SUMMARY (THB)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 25.2B | 25.0B | 27.4B | 30.2B | 6.3% | 28.3B | 31.3B | 32.4B | 3.5% |
| EPS (THB) | 0.96 | 0.84 | 0.89 | 1.02 | 1.9% | 0.76 | 0.98 | 1.06 | 2.1% |
| Shares | 1.8B | 1.8B | 1.8B | 1.8B | 0.0% | 1.8B | — | — | — |
| Debt | 9.4B | 9.1B | 10.6B | 10.0B | 2.3% | 10.9B | — | — | — |
| Equity | 6.6B | 7.5B | 8.5B | 9.7B | 13.8% | — | — | — | — |
| Op CF | 1.3B | 367.2M | -68.1M | 1.6B | 9.3% | 308.6M | — | — | — |
| Inv CF | -430.3M | -308.8M | -196.1M | 28.3M | — | — | — | — | — |
| Fin CF | 27.8M | -1.4B | 423.9M | -1.8B | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Basic Materials, ranked by industry match, size, and score similarity. Cross-listings of NER.BK are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| NER.BK | North East Rubber Public Company Limited(you) | $269M | 92 | Strong Buy |
| PTL.BK | Polyplex (Thailand) Public Company Limited | $392M | 91 | Strong Buy |
| EPG.BK | Eastern Polymer Group Public Company Limited | $507M | 98 | Strong Buy |
| CMAN.BK | Chememan Public Company Limited | $81M | 92 | Strong Buy |
| TOA.BK | TOA Paint (Thailand) Public Company Limited | $932M | 99 | Strong Buy |
| GC.BK | Global Connections Public Company Limited | $70M | 98 | Strong Buy |
| TMW.BK | Thai Mitsuwa Public Company Limited | $68M | 98 | Strong Buy |
| STGT.BK | Sri Trang Gloves (Thailand) Public Company Limited | $923M | 82 | Strong Buy |
| STA.BK | Sri Trang Agro-Industry Public Company Limited | $1.1B | 80 | Strong Buy |
| ALUCON.BK | Alucon Public Company Limited | $330M | 97 | Strong Buy |
Peer medians: ROE 12.0% · P/E 9.5x · Gross margin 13.6%