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1. Company Snapshot

1.a. Company Description

Berli Jucker Public Company Limited manufactures, distributes, and services in the areas of packaging, consumer, healthcare and technical, modern retail supply chain, and other group businesses in Thailand.It designs, manufactures, markets, and distributes glass and plastic packaging products, and aluminum cans.The company is involved in the distribution of personal care products, including Cellox facial tissues and toilet papers, Zilk toilet papers, Maxmo multi-purpose papers, Tasto potato chips, Dozo rice crackers, Party and Campus extruded snacks, Parrot soaps, and Dermapon baby soaps, as well as provides logistics management services, such as warehouse, transportation, customs brokerage, and freight forwarding representative services.


In addition, it offers food products comprises snacks, beverages, packaged fruits, and dairy and yogurt products; and non-food products, which includes personal care, household products, stationery and office equipment, and others.Further, the company imports and distributes medicines, medical supplies, cosmeceuticals, pharmaceuticals, food supplements, and health products; medicines for treatment of various diseases such as kidney, hematology, cardiovascular, endocrine system, genitourinary system, skeleton, infection, oncology and tumors, pediatric medicines, and beauty products.It also offers medical devices, such as computed radiography systems, ultrasound systems, digital mammography systems, X-ray systems, 3D medical image processing systems, and laboratory information systems.


Additionally, the company engages in bakery, food and nutraceutical, and cosmetic ingredients; industrial chemicals and refrigerants; e-commerce business; consultancy, design, installation, and the after-sales services for cranes and solar rooftop system; and weighing control system.The company was founded in 1882 and is headquartered in Bangkok, Thailand.Berli Jucker Public Company Limited is a subsidiary of TCC Corporation Company Limited.

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1.c. Company Highlights

2. Transcript Summary

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3. NewsRoom

4. Business Breakdown

4.a. Revenues by Country

4.b. Revenues by Segment

5. Expected revenues mid-term growth (5.65%)

6. Segments

Modern Retail Supply Chain

Expected Growth: 5.5%

The modern retail supply chain of Berli Jucker Public Company Limited is expected to grow driven by increasing demand for efficient logistics, rising e-commerce penetration, and the need for cost-effective delivery. Additionally, the company's focus on technology integration and strategic partnerships will further boost growth.

Packaging Supply Chain

Expected Growth: 5.5%

Growing demand for sustainable packaging, increasing adoption of e-commerce, and rising need for efficient supply chain management drive the growth of Berli Jucker's packaging supply chain business.

Consumer Supply Chain

Expected Growth: 5.5%

Growing demand for consumer goods, increasing urbanization, and rising disposable income in Thailand drive the growth of Berli Jucker's Consumer Supply Chain segment.

Healthcare and Technical Supply Chain

Expected Growth: 8.1%

Growing demand for healthcare services, increasing adoption of medical technology, and government initiatives to improve healthcare infrastructure drive growth in Berli Jucker's Healthcare and Technical Supply Chain segment.

Elimination of Inter-segment

Expected Growth: 5.5%

Consolidated financial statement eliminates inter-segment transactions, providing a more accurate representation of financial performance, driven by improved transparency and enhanced financial reporting.

Others

Expected Growth: 5.2%

The Others segment of Berli Jucker Public Company Limited is expected to grow driven by increasing demand for non-food products, expansion of e-commerce platforms, and strategic partnerships to diversify product offerings.

7. Detailed Products

Consumer Products

Berli Jucker Public Company Limited offers a wide range of consumer products, including food and beverages, personal care items, and household essentials.

Health and Beauty Products

The company distributes a variety of health and beauty products, including skincare, haircare, and fragrances from well-known international brands.

Home and Personal Care Products

Berli Jucker offers a range of home and personal care products, including cleaning supplies, paper products, and baby care items.

Food and Beverage Products

The company distributes a variety of food and beverage products, including snacks, beverages, and confectionery items.

Industrial and Commercial Products

Berli Jucker supplies industrial and commercial products, including chemicals, lubricants, and automotive parts.

Logistics and Supply Chain Services

The company provides logistics and supply chain services, including warehousing, transportation, and distribution.

8. Berli Jucker Public Company Limited's Porter Forces

Forces Ranking

Threat Of Substitutes

Berli Jucker Public Company Limited operates in a competitive market with many substitutes available, but the company's strong brand recognition and quality products help to mitigate the threat.

Bargaining Power Of Customers

Berli Jucker Public Company Limited has a diverse customer base, which reduces the bargaining power of individual customers. Additionally, the company's strong brand and quality products make it difficult for customers to negotiate prices.

Bargaining Power Of Suppliers

Berli Jucker Public Company Limited has a moderate level of dependence on its suppliers, but the company's strong relationships and long-term contracts help to mitigate the bargaining power of suppliers.

Threat Of New Entrants

Berli Jucker Public Company Limited operates in a market with high barriers to entry, including significant capital requirements and regulatory hurdles, which reduces the threat of new entrants.

Intensity Of Rivalry

Berli Jucker Public Company Limited operates in a highly competitive market with many established players, which leads to intense rivalry and competition for market share.

9. SWOT Analysis

Strength

Weaknesses

Opportunities

Threats

10. Capital Structure

10.a. Balance Sheet

10.b. Weighted Average Cost of capital

Value
Debt Weight 58.14%
Debt Cost 3.95%
Equity Weight 41.86%
Equity Cost 4.60%
WACC 4.22%
Leverage 138.88%

11. Quality Control: Berli Jucker Public Company Limited passed 3 out of 9 key points

12.a Historical Valuation

12.b Price/Earnings Ratio

12.c Margin Valuation

12.d Peers Valuation

Peers Group Analysis

Stock-Card
Kelsian

A-Score: 6.1/10

Value: 4.2

Growth: 7.2

Quality: 5.0

Yield: 5.8

Momentum: 7.0

Volatility: 7.3

1-Year Total Return ->

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Stock-Card
MDU Resources

A-Score: 5.6/10

Value: 3.0

Growth: 2.1

Quality: 5.7

Yield: 6.0

Momentum: 7.5

Volatility: 9.3

1-Year Total Return ->

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Stock-Card
Griffon

A-Score: 5.5/10

Value: 3.4

Growth: 7.3

Quality: 4.8

Yield: 5.0

Momentum: 6.5

Volatility: 5.7

1-Year Total Return ->

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Stock-Card
Berli Jucker

A-Score: 5.4/10

Value: 5.7

Growth: 5.4

Quality: 4.5

Yield: 5.8

Momentum: 2.5

Volatility: 8.7

1-Year Total Return ->

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Stock-Card
TDCX

A-Score: 5.1/10

Value: 5.7

Growth: 7.8

Quality: 8.1

Yield: 0.0

Momentum: 6.0

Volatility: 3.0

1-Year Total Return ->

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Stock-Card
Lifco

A-Score: 4.7/10

Value: 0.5

Growth: 8.0

Quality: 6.9

Yield: 1.9

Momentum: 4.0

Volatility: 6.7

1-Year Total Return ->

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Peers Metrics

12.e Scoring Insights

12.f DCF BETA

Parameters

Short Term Growth

Short term Time

Long-Term Growth

WACC

Target Price

0.36$

Current Price

0.36$

Potential

-0.00%

Expected Cash-Flows