Inventory - Singha Estate PCL (SET:S)

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Price: 0.48 THB -2.04% Market Closed

Market Cap: ฿3.3B

Singha Estate PCL
Inventory

Quarterly

Annual

Adjust for Inflation

Balance Sheet

Singha Estate PCL
Inventory Peer Comparison

Company		Inventory	CAGR 3Y	CAGR 5Y	CAGR 10Y
S	Singha Estate PCL SET:S	Inventory ฿10.9B	CAGR 3-Years 13%	CAGR 5-Years -7%	CAGR 10-Years 8%
S	Supalai PCL SET:SPALI	Inventory ฿76.4B	CAGR 3-Years 5%	CAGR 5-Years 5%	CAGR 10-Years 7%
A	AP Thailand PCL SET:AP	Inventory ฿74B	CAGR 3-Years 14%	CAGR 5-Years 10%	CAGR 10-Years 9%
S	Sansiri PCL SET:SIRI	Inventory ฿100.5B	CAGR 3-Years 4%	CAGR 5-Years 9%	CAGR 10-Years 6%
L	Land and Houses PCL SET:LH	Inventory ฿64.3B	CAGR 3-Years 11%	CAGR 5-Years 3%	CAGR 10-Years 3%
Q	Quality Houses PCL SET:QH	Inventory ฿18.7B	CAGR 3-Years -2%	CAGR 5-Years -5%	CAGR 10-Years -5%

Singha Estate PCL
Glance View

Market Cap

3.3B THB

Industry

N/A

Singha Estate Public Co. Ltd. provides real estate investment and development services. The company is headquartered in Bangkok, Bangkok Metropolis. The company went IPO on 2007-04-12. The firm operates commercial, residential, hospitality and infrastructure properties. Its residential properties include The ESSE Asoke, The ESSE at Singha Complex, The ESSE Sukhumvit 36, EYSE Sukhumvit 43 and the EXTRO, and one housing project, namely Santiburi the Residences. Its commercial properties include Singha Complex office building, Suntowers office building, Metropolis office building and the Light House. The firm's hospitality business is operated by its subsidiary, SHR that include 39 hotels, 4602 rooms located in tourist destination in three regions, five countries, namely United Kingdom, Thailand, Republic of Fiji, Republic of Maldives, and Africa. The firm develops real estate developer and expands its real estate business to industrial estate and infrastructure business under the management of S.IF., its wholly owned subsidiary.

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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.

Singha Estate PCL
SET:S

Singha Estate PCL
Inventory

Singha Estate PCL
Inventory Peer Comparison

Competitors Analysis
Latest Figures & CAGR of Competitors

Singha Estate PCL
Glance View

See Also

What is Singha Estate PCL's Inventory?

Inventory
10.9B THB

What is Singha Estate PCL's Inventory growth rate?

Inventory CAGR 10Y
8%

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Singha Estate PCL SET:S

Singha Estate PCL Inventory

Singha Estate PCL Inventory Peer Comparison

Competitors Analysis Latest Figures & CAGR of Competitors

Singha Estate PCL Glance View

See Also

What is Singha Estate PCL's Inventory? Inventory 10.9B THB

What is Singha Estate PCL's Inventory growth rate? Inventory CAGR 10Y 8%

Company

Help

Tools

Stocks

Singha Estate PCL
SET:S

Singha Estate PCL
Inventory

Singha Estate PCL
Inventory Peer Comparison

Competitors Analysis
Latest Figures & CAGR of Competitors

Singha Estate PCL
Glance View

What is Singha Estate PCL's Inventory?

Inventory
10.9B THB

What is Singha Estate PCL's Inventory growth rate?

Inventory CAGR 10Y
8%