Lam Soon (Thailand) Public Company (LST) Fair Value & Analysis
Consumer Defensive · TH · Market cap 3.9B THB
Fair value as of: Jul 16, 2026
From 25 valuation models · updated 25 days ago
Fair value updated Jul 16, 2026, revised from 9.46 THB to 8.23 THB (−13.0%) since Jun 25, 2026. Share price −1.7% over the past month.
A solid business, screening 75% undervalued on our models.
What matters now
- The price is below even our cautious bear case (5.22 THB). The market is more pessimistic than our downside scenario.
- Solid quality (58/100) at a price below fair value, the discount is the argument here, not the business quality.
- A fairly wide model range (5.22 THB to 12.48 THB) leaves room in how you read the outcome.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 16, 2026.
How to read this chart
60‑month range 3.74 THB – 5.60 THB · fair‑value band 5.22 THB – 12.48 THB · the 4.70 THB price screens below the 8.23 THB fair value. Dashed = 300-day average. As of Jul 16, 2026.
Analysis
Lam Soon (Thailand) Public Company (LST) currently trades at 4.70 THB, while our model-based Fair Value estimate is 8.23 THB, implying the stock looks roughly 75.0% undervalued today. The Quality Score stands at 58/100 (solid quality), in the Consumer Defensive sector. Bull case: trading below our estimate, it may offer upside if the fundamentals hold. Bear case: a low price can be a value trap when quality is weak or the data is thin (evidence: medium), always confirm before acting.
Over the trailing twelve months, Lam Soon (Thailand) Public Company generated revenue of 13.0B THB at a net margin of 4.1%. Revenue grew 12.2% year over year. It earns a return on equity of 10.1%. Net debt stands at 627M THB. Fundamentals as of Jul 16, 2026
Our scenario range runs from 5.22 THB (bear case) to 12.48 THB (bull case); at 4.70 THB, the current price sits below that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 4% below its 52-week high and 9% above its 52-week low, currently above its 200-day average. For context, the median of 10 Consumer Defensive peers we cover trades at 102% fair-value upside, at 75%, LST screens richer than that median.
Fair Value models
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.
All 25 models by family
Widest divergence: Growth Earnings (11.64 THB) versus Growth DCF (2.29 THB). Highest evidence: Growth DCF (80).
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Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Jul 16, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 58 · Market factors (momentum, volatility) 63
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
About the company
Lam Soon (Thailand) Public Company Limited manufactures and distributes palm oil in Thailand and internationally. The company offers cooking oil, margarine and shortenings, butter blends, organic, pastry, flour, seasoning and sauces, and chocolates.
Full company description
Lam Soon (Thailand) Public Company Limited manufactures and distributes palm oil in Thailand and internationally. The company offers cooking oil, margarine and shortenings, butter blends, organic, pastry, flour, seasoning and sauces, and chocolates. It is also involved in palm oil plantation, and manufacture of crude palm oil; and manufacturing and distribution of processed fruits and vegetables, and canned drinks. The company was incorporated in 1974 and is headquartered in Bangkok, Thailand.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Lam Soon (Thailand) Public Company reported revenue of 12.8B THB in FY2025 versus 9.5B THB in FY2021, a compound +7.7%/yr. Reported net income was 528M THB in FY2025, compounding −1.4%/yr from FY2021.
of which total revenue +3.9 pp · buybacks/dilution +0.0 pp
Absolute contributions in percentage points per year; they sum to the EPS growth rate. Start and end points are 3-year averages (details on hover).
Watch LST: get an alert when its fair value changes →
Peer Group
Farm Products · 288 stocks
How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.
Valuation Multiples vs Farm Products median · lower = cheaper
Snowflake
Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.
Similar stocks
10 more Farm Products stocks, each showing price versus our Fair Value estimate (as of Jul 16, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Muyuan Foods Group 002714 | ¥40.90 | ¥48.19 | +18% |
| Wens Foodstuff Group 300498 | ¥14.51 | ¥12.08 | -17% |
| Mowi ASA MOWI | kr 188.40 | kr 262.59 | +39% |
| PT Charoen Pokphand Indonesia Tbk, CPIN | 3,120 IDR | 7,076 IDR | +127% |
| Charoen Pokphand Foods Public Company CPF | 22.00 THB | 55.71 THB | +153% |
| PT Triputra Agro Persada Tbk TAPG | 1,540 IDR | 3,105 IDR | +102% |
| PT FAP Agri Tbk FAPA | 7,300 IDR | 7,463 IDR | +2% |
| PT Japfa Comfeed Indonesia Tbk JPFA | 2,070 IDR | 7,231 IDR | +249% |
| Thaifoods Group TFGR | 10.60 THB | 23.53 THB | +122% |
| PT Jhonlin Agro Raya Tbk JARR | 1,845 IDR | 610.80 IDR | -67% |
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Frequently asked questions
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How we calculate Fair Value
Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.
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