Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
TRT.BK
Strong BuyFull HouseREMOVETirathai Public Company Limited · Industrials · Thailand · $128M · Avg Vol: $1M/d
While Tirathai shows some positive insider buying, the information intelligence provided is generic, and the company lacks a clear, demonstrable asymmetric tailwind that meets the Druckenmiller threshold. We default to REMOVE in favor of higher-conviction, clear-cut thematic winners.
COMPANY DESCRIPTION
Tirathai Public Company Limited, together with its subsidiaries, manufactures, repairs, maintains, and sells transformer equipment in Thailand and internationally.
FINANCIAL SUMMARY (THB)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM |
|---|---|---|---|---|---|---|
| Revenue | 1.7B | 2.1B | 2.9B | 2.0B | 6.6% | 2.3B |
| EPS (THB) | -0.30 | 0.42 | 0.73 | 0.37 | -6.1% | 1.05 |
| Shares | 308.0M | 308.0M | 308.0M | 308.0M | 0.0% | 308.0M |
| Debt | 1.3B | 1.5B | 1.1B | 1.3B | -2.4% | 941.4M |
| Equity | 1.0B | 1.1B | 1.3B | 1.3B | 8.3% | — |
| Op CF | -27.4M | -209.5M | 761.6M | 263.1M | -65.5% | 781.5M |
| Inv CF | -111.5M | -47.6M | -31.6M | -115.6M | — | — |
| Fin CF | 145.7M | 115.2M | -539.8M | -65.3M | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Industrials, ranked by industry match, size, and score similarity. Cross-listings of TRT.BK are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| TRT.BK | Tirathai Public Company Limited(you) | $128M | 99 | Strong Buy |
| ASEFA.BK | Asefa Public Company Limited | $103M | 98 | Strong Buy |
| AI.BK | Asian Insulators Public Company Limited | $66M | 97 | Strong Buy |
| CTW.BK | Charoong Thai Wire and Cable Public Company Limited | $83M | 88 | Strong Buy |
| QTC.BK | QTC Energy Public Company Limited | $52M | 71 | Buy |
| DRT.BK | Diamond Building Products Public Company Limited | $132M | 98 | Strong Buy |
| LOXLEY.BK | Loxley Public Company Limited | $119M | 98 | Strong Buy |
| TKS.BK | T.K.S. Technologies Public Company Limited | $119M | 97 | Strong Buy |
| SRICHA.BK | Sriracha Construction Public Company Limited | $166M | 100 | Strong Buy |
| CNT.BK | Christiani & Nielsen (Thai) Public Company Limited | $100M | 98 | Strong Buy |
Peer medians: ROE 11.2% · P/E 11.4x · Gross margin 24.0%