Added to YB: 2026-04-21
Pitch date: 2026-04-19
SISB.BK [bullish]
SISB Public Company Limited
-0.96%
current return
Author Info
No bio for this author
Company Info
SISB Public Company Limited provides educational services in Thailand. The company owns and manages Singapore international schools in Thailand.
Market Cap
THB 9.8B
Pitch Price
THB 10.40
Price Target
20.00 (+94%)
Dividend
4.90%
EV/EBITDA
6.90
P/E
10.16
EV/Sales
3.20
Sector
Diversified Consumer Services
Category
value
SISB: Why I see an opportunity in Thailand’s largest international school
SISB.BK: Thailand's largest int'l school operator trading 11x NTM P/E vs 35x avg. 7th campus Aug'27; ARPS rising as primary students shift to higher-fee secondary. Capex down from THB698M peak to THB335M, dividends +36% w/41% payout (can rise on negative WC). PT THB20 (48% upside) on 18x P/E. Risks: student decline, Chinese exodus (21% foreign Chinese stable), tax exemption loss.
Read full article (8 min)