Inventory - Do Day Dream PCL (SET:DDD)

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Price: 5.6 THB -0.88%

Market Cap: ฿1.8B

Do Day Dream PCL
Inventory

Quarterly

Annual

Adjust for Inflation

Balance Sheet

Do Day Dream PCL
Inventory Peer Comparison

Company		Inventory	CAGR 3Y	CAGR 5Y	CAGR 10Y
D	Do Day Dream PCL SET:DDD	Inventory ฿638.8m	CAGR 3-Years 1%	CAGR 5-Years 4%	CAGR 10-Years N/A
T	Thai Nippon Rubber Industry PCL SET:TNR	Inventory ฿354.7m	CAGR 3-Years 6%	CAGR 5-Years 9%	CAGR 10-Years N/A
I	Inter Pharma PCL SET:IP	Inventory ฿345m	CAGR 3-Years 4%	CAGR 5-Years 44%	CAGR 10-Years N/A
K	Karmarts PCL SET:KAMART	Inventory ฿889m	CAGR 3-Years 24%	CAGR 5-Years 19%	CAGR 10-Years 16%
A	Asian Phytoceuticals PCL SET:APCO	Inventory ฿68.5m	CAGR 3-Years 6%	CAGR 5-Years 1%	CAGR 10-Years 3%
R	Rojukis International PCL SET:KISS	Inventory ฿174.6m	CAGR 3-Years 33%	CAGR 5-Years 6%	CAGR 10-Years N/A

Do Day Dream PCL
Glance View

Market Cap

1.8B THB

Industry

Consumer products

Do Day Dream Public Co. Ltd. engages in the manufacture and distribution of skin care products and supplements. The company is headquartered in Bangkok, Bangkok Metropolis. The company went IPO on 2017-12-26. The Company’s segments include Skincare business and Beauty products business. The company manufactures and distributes premium skin care products under the trademarks SNAILWHITE, NAMU LIFE, OXE’CURE and SoS as well as oral care products under the trademark SPARKLE and hair styling products under the trademark LESASHA. Its OXE’CURE trademark offers acne-prone and sensitive skin products. Its SOS trademark offers skin care and deep-nourishing products. Its LESASHA trademark provides hair styling appliances. Its SPARKLE trademark offers oral care products, toothpastes, and toothbrushes. The JASON trademark offers fitness equipment's. Its AT HOME trademark provides home electrical appliances. Its EMJOI trademark provides hair removal devices. The SMOOTH SKIN trademark offers intense pulse light (IPL) hair removal devices. The BEAR trademark provides electrical appliances for cooking.

View DDD Analysis

DDD 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.

Do Day Dream PCL
SET:DDD

Do Day Dream PCL
Inventory

Do Day Dream PCL
Inventory Peer Comparison

Competitors Analysis
Latest Figures & CAGR of Competitors

Do Day Dream PCL
Glance View

See Also

What is Do Day Dream PCL's Inventory?

Inventory
638.8m THB

What is Do Day Dream PCL's Inventory growth rate?

Inventory CAGR 5Y
4%

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Do Day Dream PCL SET:DDD

Do Day Dream PCL Inventory

Do Day Dream PCL Inventory Peer Comparison

Competitors Analysis Latest Figures & CAGR of Competitors

Do Day Dream PCL Glance View

See Also

What is Do Day Dream PCL's Inventory? Inventory 638.8m THB

What is Do Day Dream PCL's Inventory growth rate? Inventory CAGR 5Y 4%

Company

Help

Tools

Stocks

Do Day Dream PCL
SET:DDD

Do Day Dream PCL
Inventory

Do Day Dream PCL
Inventory Peer Comparison

Competitors Analysis
Latest Figures & CAGR of Competitors

Do Day Dream PCL
Glance View

What is Do Day Dream PCL's Inventory?

Inventory
638.8m THB

What is Do Day Dream PCL's Inventory growth rate?

Inventory CAGR 5Y
4%