Thai (SET) Transportation Industry Analysis
UpdatedMay 18, 2024
DataAggregated Company Financials
Companies7
- 7D-0.3%
- 3M4.9%
- 1Y-16.0%
- YTD-16.9%
Last week, the Transportation industry hasn't moved much but Kiattana Transport is up 5.1% in that time. As for the longer term, the industry has declined 17% in the last year. Looking forward, earnings are forecast to grow by 115% annually.
Industry Valuation and Performance
Has the Thai Transportation Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 18 May 2024 | ฿88.1b | ฿32.9b | -฿5,378,343,578.00 | 14.7x | -16.4x | 2.7x |
| Mon, 15 Apr 2024 | ฿89.0b | ฿29.7b | -฿5,308,282,876.00 | 13.6x | -16.8x | 3x |
| Wed, 13 Mar 2024 | ฿76.1b | ฿29.7b | -฿5,308,282,876.00 | 14.3x | -14.3x | 2.6x |
| Fri, 09 Feb 2024 | ฿87.5b | ฿29.4b | ฿736.1m | 19.3x | 118.9x | 3x |
| Sun, 07 Jan 2024 | ฿105.4b | ฿29.7b | ฿752.2m | 18.1x | 140.2x | 3.6x |
| Tue, 05 Dec 2023 | ฿102.7b | ฿29.7b | ฿752.2m | 17.2x | 136.5x | 3.5x |
| Thu, 02 Nov 2023 | ฿104.7b | ฿30.4b | ฿1.1b | 13.7x | 91.7x | 3.4x |
| Sat, 30 Sep 2023 | ฿107.3b | ฿30.4b | ฿1.1b | 15.2x | 94x | 3.5x |
| Mon, 28 Aug 2023 | ฿105.6b | ฿30.4b | ฿1.1b | 16x | 92.5x | 3.5x |
| Wed, 26 Jul 2023 | ฿110.6b | ฿29.4b | ฿2.4b | 15.7x | 45.2x | 3.8x |
| Fri, 23 Jun 2023 | ฿106.4b | ฿29.4b | ฿2.4b | 15.9x | 43.5x | 3.6x |
| Sun, 21 May 2023 | ฿104.9b | ฿29.2b | ฿3.5b | 15.4x | 30.1x | 3.6x |
| Tue, 18 Apr 2023 | ฿111.5b | ฿29.5b | ฿3.4b | 17.4x | 32.3x | 3.8x |
| Thu, 16 Mar 2023 | ฿103.6b | ฿29.5b | ฿3.4b | 17.5x | 30x | 3.5x |
| Sat, 11 Feb 2023 | ฿117.5b | ฿33.3b | ฿3.4b | 14.7x | 34.4x | 3.5x |
| Mon, 09 Jan 2023 | ฿122.3b | ฿33.3b | ฿3.4b | 14.1x | 35.8x | 3.7x |
| Wed, 07 Dec 2022 | ฿118.1b | ฿33.3b | ฿3.4b | 14.4x | 34.5x | 3.5x |
| Fri, 04 Nov 2022 | ฿119.7b | ฿34.4b | ฿3.3b | 17.3x | 35.8x | 3.5x |
| Sun, 02 Oct 2022 | ฿119.1b | ฿34.4b | ฿3.3b | 17.6x | 35.6x | 3.5x |
| Tue, 30 Aug 2022 | ฿120.1b | ฿34.4b | ฿3.3b | 17.3x | 35.9x | 3.5x |
| Thu, 28 Jul 2022 | ฿122.9b | ฿38.1b | ฿4.1b | 18.1x | 30x | 3.2x |
| Sat, 25 Jun 2022 | ฿121.3b | ฿38.1b | ฿4.1b | 18.1x | 29.6x | 3.2x |
| Mon, 23 May 2022 | ฿128.7b | ฿40.7b | ฿5.0b | 21.7x | 26x | 3.2x |
| Wed, 20 Apr 2022 | ฿129.4b | ฿40.4b | ฿4.9b | 22.6x | 26.4x | 3.2x |
| Fri, 18 Mar 2022 | ฿132.0b | ฿40.4b | ฿4.9b | 22.9x | 26.9x | 3.3x |
| Sun, 13 Feb 2022 | ฿132.3b | ฿40.8b | ฿5.6b | 21.4x | 23.8x | 3.2x |
| Tue, 11 Jan 2022 | ฿131.5b | ฿40.8b | ฿5.6b | 21.8x | 23.6x | 3.2x |
| Thu, 09 Dec 2021 | ฿133.2b | ฿40.8b | ฿5.6b | 21.8x | 23.9x | 3.3x |
| Sat, 06 Nov 2021 | ฿134.8b | ฿44.1b | ฿5.8b | 19.3x | 23.1x | 3.1x |
| Mon, 04 Oct 2021 | ฿134.8b | ฿44.1b | ฿5.8b | 19.6x | 23.1x | 3.1x |
| Wed, 01 Sep 2021 | ฿132.3b | ฿44.5b | ฿5.9b | 16.5x | 22.6x | 3x |
| Thu, 08 Jul 2021 | ฿131.6b | ฿43.9b | ฿5.8b | 17.3x | 22.6x | 3x |
Price to Earnings Ratio
26.3x
Current Industry PE
- Investors are pessimistic on the Thai Transportation industry, indicating that they anticipate long term growth rates will be lower than they have historically.
- The 3-year average PS ratio of 3.3x is higher than the industry's current PS ratio of 2.7x.
Past Earnings Growth
- Total earnings for the Transportation industry have declined over the last three years, with the industry now making a loss overall.
- Revenues have also declined 10% per year, which is driving profits down.
Industry Trends
Which industries have driven the changes within the Thai Industrials industry?
| TH Market | 0.78% | |
| Industrials | 0.97% | |
| Transportation | -0.26% | |
| Railroads | 0% | |
| Trucking | -1.91% | |
| Cargo Ground Transportation | -4.98% | |
Industry PE
- Investors are most optimistic about the Cargo Ground Transportation industry even though it's trading below its 3-year average PE ratio of 19.1x.
- Analysts are expecting annual earnings growth of 24.9%, which is higher than its past year's earnings decline of 6.3% per year.
Forecasted Growth
- Analysts are most optimistic on the Railroads industry, expecting annual earnings growth of 116% over the next 5 years.
- In contrast, the Cargo Ground Transportation industry is expected to see its earnings grow by 25% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| KIAT Kiattana Transport | ฿0.41 | 5.1% +฿61.8m | -6.8% | PE14.7x | |
| ATP30 ATP 30 | ฿1.01 | 5.2% +฿34.1m | -12.9% | PE18.9x |