Inventory - VGI PCL (SET:VGI)

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Price: 0.86 THB -1.15% Market Closed

Market Cap: ฿18.1B

VGI PCL
Inventory

Quarterly

Annual

Adjust for Inflation

Balance Sheet

VGI PCL
Inventory Peer Comparison

Company		Inventory	CAGR 3Y	CAGR 5Y	CAGR 10Y
V	VGI PCL SET:VGI	Inventory ฿197.7m	CAGR 3-Years -21%	CAGR 5-Years N/A	CAGR 10-Years N/A
G	Grand Prix International PCL SET:GPI	Inventory ฿29.1m	CAGR 3-Years 8%	CAGR 5-Years 25%	CAGR 10-Years N/A
F	Far East Fame Line DDB PCL SET:FE	Inventory ฿7m	CAGR 3-Years -8%	CAGR 5-Years 22%	CAGR 10-Years N/A
P	Plan B Media PCL SET:PLANB	Inventory ฿18m	CAGR 3-Years 131%	CAGR 5-Years 7%	CAGR 10-Years N/A
R	Roctec Global PCL SET:ROCTEC	Inventory ฿819.2m	CAGR 3-Years 37%	CAGR 5-Years 34%	CAGR 10-Years N/A
L	LTMH PCL SET:LTMH	Inventory ฿1.1m	CAGR 3-Years N/A	CAGR 5-Years N/A	CAGR 10-Years N/A

VGI PCL
Glance View

Market Cap

18.1B THB

Industry

Media

VGI PCL engages in the provision of advertising solutions. The company is headquartered in Bangkok, Bangkok Metropolis. The company went IPO on 2012-10-11. The firm is engaged in the arrangement and provision of advertising services in Bangkok mass transit system (BTS) stations, inside BTS trains, on BTS train bodies, in office buildings, and other spaces and the rental of retail space at BTS stations. Its segment includes Transit segment, which provision of advertising services in BTS stations, inside BTS trains, on BTS train bodies, on BTS Column and the rental of retail space at BTS stations; Digital service segment, which provision of electronic payment services and other finance services such as insurance broker and digital loan; Distribution segment, which provision of sale and distribution of technologies products from China, including original equipment manufacturer (OEM) products; and Other segment, which provision of advertising services in office buildings, and others. Its subsidiaries include VGI Advertising Media Company Limited, and 888 Media Company Limited.

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VGI Intrinsic Value

Overvaluation 33%

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.

VGI PCL
SET:VGI

VGI PCL
Inventory

VGI PCL
Inventory Peer Comparison

Competitors Analysis
Latest Figures & CAGR of Competitors

VGI PCL
Glance View

See Also

What is VGI PCL's Inventory?

Inventory
197.7m THB

What is VGI PCL's Inventory growth rate?

Inventory CAGR 3Y
-21%

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VGI PCL SET:VGI

VGI PCL Inventory

VGI PCL Inventory Peer Comparison

Competitors Analysis Latest Figures & CAGR of Competitors

VGI PCL Glance View

See Also

What is VGI PCL's Inventory? Inventory 197.7m THB

What is VGI PCL's Inventory growth rate? Inventory CAGR 3Y -21%

Company

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Tools

Stocks

VGI PCL
SET:VGI

VGI PCL
Inventory

VGI PCL
Inventory Peer Comparison

Competitors Analysis
Latest Figures & CAGR of Competitors

VGI PCL
Glance View

What is VGI PCL's Inventory?

Inventory
197.7m THB

What is VGI PCL's Inventory growth rate?

Inventory CAGR 3Y
-21%