LDHUFLand and Houses Public Company Limited
The schedule
- Thu15Oct
Crucial debt maturity window evaluating the company's ability to roll over existing credit facilities without punitive interest rate hikes or rating downgrades.
- Fri12Feb
Third-quarter performance check, testing whether cost-cutting measures and project deliveries have successfully arrested net income declines.
- Thu25Feb
Full-year results carrying heightened scrutiny on the annual dividend payout, a critical component for real estate sector investors.
- Fri14May
- Fri13Aug
First-quarter results serving as an initial barometer for the spring selling season and the assimilation of 2027 macroeconomic realities.
Past
- Sat15Aug
Actual outcome: Mixed · $0.02 at outcome
Global and Thai central bank policy updates signaled a continued restrictive interest rate environment, maintaining pressure on domestic mortgage affordability and developer financing costs. Without the anticipated relief in borrowing costs to stimulate housing demand, the stock remained anchored at its bear floor.
Assimilation of major central bank policy updates, which critically dictate domestic mortgage affordability and developer financing costs.
- Fri14Aug
Actual outcome: Mixed · $0.02 at outcome
LDHUF reported Q2 2026 EPS of $0.0582, exactly meeting market estimates. With earnings perfectly in line with expectations and no major surprises regarding the company's liquidity metrics or cash flow generation, the stock saw a completely flat price reaction. The lack of new directional catalysts left shares unchanged between the event and outcome dates.
Market evaluation of Q2 2026 financial performance, with acute focus on liquidity metrics and cash flow generation following a severe 9.23% YoY revenue contraction.
- Thu30Apr
Actual outcome: Mixed · $0.12 at outcome
At the 2026 AGM, Land and Houses announced a significant reduction in its dividend payout, prioritizing capital retention for development capex amid a softer earnings environment. This departure from its historically reliable dividend policy disappointed income-focused investors, driving the stock down to the bear floor of $0.12 and triggering a severe subsequent sell-off.
The 2026 AGM and dividend policy update will be a key check on capital allocation as Land and Houses balances softer earnings with solid free cash flow. A maintained or slightly raised baht dividend and reaffirmed payout framework would support LDHUF around $0.13, while any surprise cut, scrip shift, or signal of lower future payouts to fund development capex would likely pressure the stock toward $0.13.
