Net Profit 2Q'18 = 111+112 = 223 MB
Net Profit 2018(F) = 345 MB --> EPS = 0.84
ปี 2019 เดา = 0.9-1
PE20 = 20 baht (42% upside)
Story Drive PE:
- Factory Standard and Major Share Holder
- No Debt and Very good cash flow
- use Cap now 70% (still have room)
- ODM still strong from strictly control by Government
- House Brand
- Gelly / Soft GEL / แพทย์แผนไทย และแพทย์ทางเลือก / โรงสกัด run on Q4'19
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