Inventory - Chai Watana Tannery Group PCL (SET:CWT)

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Price: 0.92 THB -3.16% Market Closed

Market Cap: ฿579.7m

Chai Watana Tannery Group PCL
Inventory

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Chai Watana Tannery Group PCL
Inventory Peer Comparison

Company		Inventory	CAGR 3Y	CAGR 5Y	CAGR 10Y
C	Chai Watana Tannery Group PCL SET:CWT	Inventory ฿286m	CAGR 3-Years -11%	CAGR 5-Years -5%	CAGR 10-Years -4%
C	CPL Group PCL SET:CPL	Inventory ฿1B	CAGR 3-Years -6%	CAGR 5-Years -1%	CAGR 10-Years -2%
T	Toray Textiles Thailand PCL SET:TTT	Inventory ฿1.4B	CAGR 3-Years -2%	CAGR 5-Years -1%	CAGR 10-Years N/A
T	Thai Textile Industry PCL SET:TTI	Inventory ฿618.8m	CAGR 3-Years -18%	CAGR 5-Years -7%	CAGR 10-Years -7%
T	Tpcs PCL SET:TPCS	Inventory ฿192m	CAGR 3-Years 7%	CAGR 5-Years 17%	CAGR 10-Years -6%
U	Union Pioneer PCL SET:UPF	Inventory ฿159.7m	CAGR 3-Years -2%	CAGR 5-Years 3%	CAGR 10-Years N/A

Chai Watana Tannery Group PCL
Glance View

Market Cap

579.7m THB

Industry

Textiles, Apparel & Luxury Goods

Chai Watana Tannery Group Public Co., Ltd. is engaged in manufacture and distribution of leather finished products. The company is headquartered in Samut Prakan, Samut Prakan. The firm is engaged in three principal businesses which comprises of tannery hide, automotive leather cutting, dog chew and furniture cutting; renewable energy, which is engaged in generating and selling of electricity from alternative energy including provide services on waste disposal plant and generate and sell of electricity from waste, and design and distribution of vehicles, which designs, and distributions boat and minibus made from aluminum. The firm operates through six segments: Tannery Hide, Automotive leather cutting, Dog Chewable Toys, Furniture, Energy Business, and Design and Distribution of Aluminum Boat and Minibus. Its subsidiaries include Pala Assets Co., Ltd., Chai Watana Green Co., Ltd., and Sakun C Innovation Co., Ltd. Its leather business provides finished leather, cut part-leather, trim seats cover, steering wheel & gear knob, spray service, and tanning service.

View CWT Analysis

CWT Intrinsic Value

Undervaluation 56%

Intrinsic Value

Price

What is Intrinsic Value?

Economic Moat is a concept popularized by Warren Buffett to describe a company's durable competitive advantage. It represents the 'moat' that protects a company from competitors and helps it sustain profitability over the long term. Our analysis of the past 10 years showed that companies with a wide economic moat significantly outperformed the market, delivering +645% returns compared to +189% for the S&P 500.

Our research into Economic Moat performance spans the past 10 years and focuses on companies with a wide economic moat. For this analysis, we calculated the average stock price returns of these companies, comparing them to the performance of the S&P 500 index over the same period.

The results were compelling: wide moat stocks achieved a remarkable +645% average return, compared to +188% for the broader market. This difference highlights the long-term benefits of investing in businesses that can maintain their market position and pricing power over time.

Note: This research does not account for survivorship bias. Past performance is not indicative of future results.

Determining whether a company has an economic moat requires both a deep dive into financial metrics and a qualitative assessment of its competitive position. Our analysts conduct a rigorous evaluation that focuses on identifying structural advantages that enable a company to sustain profitability and defend its market share over the long term.

The process begins with an analysis of a company’s historical financial performance. We assess how consistently the company has generated returns above its cost of capital and whether those returns have been stable or improving. However, financial performance alone doesn’t reveal the full picture. To understand the sources of these advantages, we evaluate five key drivers of economic moats:

Network Effect: We analyze whether the value of a company’s product or service grows as its user base expands. Platforms like payment systems or marketplaces benefit from this self-reinforcing.

Switching Costs: We assess whether customers face significant costs or disruptions when switching to a competitor’s product or service. High switching costs create customer stickiness and provide pricing power.

Intangible Assets: Strong brands, patents, and regulatory licenses can protect a company’s market position by creating barriers for competitors or enabling premium pricing. For example, a well-recognized consumer brand may command higher customer loyalty and margins.

Efficient scale: Occurs when a market is optimally served by one or a few players, making it unprofitable for new entrants to compete. This typically happens in industries with high fixed costs or geographic constraints, such as utilities or pipelines.

Cost Advantage: Companies with structural cost advantages can produce goods or services at a lower cost than their competitors, enabling them to offer competitive pricing or maintain higher margins. These advantages often arise from economies of scale, superior supply chain management, or proprietary technology. Firms like Walmart leverage their massive scale to negotiate better terms with suppliers, allowing them to undercut competitors on price.

By examining these factors in combination with a company’s financial performance and market positioning, we classify each company into one of three categories:

This rigorous evaluation ensures that our moat ratings are both comprehensive and reliable, giving investors the tools they need to make well-informed, long-term decisions.

The AI Assistant may sometimes provide inaccurate information.

Make your own investment decisions or consult a licensed financial advisor.

Chai Watana Tannery Group PCL
SET:CWT

Chai Watana Tannery Group PCL
Inventory

Chai Watana Tannery Group PCL
Inventory Peer Comparison

Competitors Analysis
Latest Figures & CAGR of Competitors

Chai Watana Tannery Group PCL
Glance View

See Also

What is Chai Watana Tannery Group PCL's Inventory?

Inventory
286m THB

What is Chai Watana Tannery Group PCL's Inventory growth rate?

Inventory CAGR 10Y
-4%

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Chai Watana Tannery Group PCL SET:CWT

Chai Watana Tannery Group PCL Inventory

Chai Watana Tannery Group PCL Inventory Peer Comparison

Competitors Analysis Latest Figures & CAGR of Competitors

Chai Watana Tannery Group PCL Glance View

See Also

What is Chai Watana Tannery Group PCL's Inventory? Inventory 286m THB

What is Chai Watana Tannery Group PCL's Inventory growth rate? Inventory CAGR 10Y -4%

Company

Help

Tools

Stocks

Chai Watana Tannery Group PCL
SET:CWT

Chai Watana Tannery Group PCL
Inventory

Chai Watana Tannery Group PCL
Inventory Peer Comparison

Competitors Analysis
Latest Figures & CAGR of Competitors

Chai Watana Tannery Group PCL
Glance View

What is Chai Watana Tannery Group PCL's Inventory?

Inventory
286m THB

What is Chai Watana Tannery Group PCL's Inventory growth rate?

Inventory CAGR 10Y
-4%