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Thai (SET) Consumer Discretionary Sector Analysis
UpdatedFeb 26, 2026
DataAggregated Company Financials
Companies122
- 7D-1.7%
- 3M13.6%
- 1Y-8.4%
- YTD10.9%
The Consumer Discretionary is pretty flat in the last 7 days, but Aurora Design has stood out, gaining 17%. As for the longer term, the industry has declined 6.9% in the last year. As for the next few years, earnings are expected to grow by 9.7% per annum.
Sector Valuation and Performance
Has the Thai Consumer Discretionary Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 26 Feb 2026 | ฿1.2t | ฿2.2t | ฿66.6b | 14.5x | 18.1x | 0.6x |
| Sat, 24 Jan 2026 | ฿1.1t | ฿2.2t | ฿69.3b | 13.5x | 16x | 0.5x |
| Mon, 22 Dec 2025 | ฿1.1t | ฿2.2t | ฿69.2b | 13.3x | 15.5x | 0.5x |
| Wed, 19 Nov 2025 | ฿1.1t | ฿2.2t | ฿69.5b | 13.1x | 15.2x | 0.5x |
| Fri, 17 Oct 2025 | ฿1.1t | ฿2.2t | ฿62.3b | 14.4x | 17.5x | 0.5x |
| Sun, 14 Sep 2025 | ฿1.1t | ฿2.2t | ฿62.6b | 15.4x | 18.3x | 0.5x |
| Tue, 12 Aug 2025 | ฿1.1t | ฿2.2t | ฿66.0b | 13.4x | 16.5x | 0.5x |
| Thu, 10 Jul 2025 | ฿979.1b | ฿2.2t | ฿68.9b | 11.7x | 14.2x | 0.4x |
| Sat, 07 Jun 2025 | ฿1.0t | ฿2.2t | ฿69.0b | 11.3x | 14.8x | 0.5x |
| Mon, 05 May 2025 | ฿1.2t | ฿2.2t | ฿66.7b | 12.9x | 17.3x | 0.5x |
| Wed, 02 Apr 2025 | ฿1.1t | ฿2.2t | ฿67.0b | 13.6x | 17.1x | 0.5x |
| Fri, 28 Feb 2025 | ฿1.3t | ฿2.2t | ฿68.2b | 14.4x | 18.5x | 0.6x |
| Sun, 26 Jan 2025 | ฿1.3t | ฿2.2t | ฿59.4b | 15.2x | 21.6x | 0.6x |
| Tue, 24 Dec 2024 | ฿1.4t | ฿2.2t | ฿59.5b | 16.7x | 23.5x | 0.6x |
| Thu, 21 Nov 2024 | ฿1.5t | ฿2.2t | ฿60.5b | 17.7x | 24.1x | 0.7x |
| Sat, 19 Oct 2024 | ฿1.5t | ฿2.2t | ฿68.3b | 17.6x | 22.5x | 0.7x |
| Mon, 16 Sep 2024 | ฿1.5t | ฿2.2t | ฿68.2b | 17.9x | 22.1x | 0.7x |
| Wed, 14 Aug 2024 | ฿1.3t | ฿2.2t | ฿66.6b | 16.4x | 19.5x | 0.6x |
| Fri, 12 Jul 2024 | ฿1.5t | ฿2.1t | ฿63.8b | 19.3x | 23.3x | 0.7x |
| Sun, 09 Jun 2024 | ฿1.5t | ฿2.1t | ฿63.7b | 19.6x | 23.9x | 0.7x |
| Tue, 07 May 2024 | ฿1.6t | ฿2.1t | ฿59.9b | 20.2x | 26.7x | 0.7x |
| Thu, 04 Apr 2024 | ฿1.6t | ฿2.1t | ฿60.1b | 20.7x | 27.1x | 0.8x |
| Sat, 02 Mar 2024 | ฿1.6t | ฿2.1t | ฿60.3b | 20.4x | 27.1x | 0.8x |
| Mon, 29 Jan 2024 | ฿1.6t | ฿2.2t | ฿62.9b | 21.2x | 25.3x | 0.7x |
| Wed, 27 Dec 2023 | ฿1.7t | ฿2.2t | ฿62.9b | 20.9x | 26.6x | 0.8x |
| Fri, 24 Nov 2023 | ฿1.7t | ฿2.2t | ฿62.9b | 21.5x | 26.7x | 0.8x |
| Sun, 22 Oct 2023 | ฿1.6t | ฿2.2t | ฿63.3b | 21.8x | 25.6x | 0.8x |
| Tue, 19 Sep 2023 | ฿1.8t | ฿2.2t | ฿63.3b | 24.4x | 28.3x | 0.8x |
| Thu, 17 Aug 2023 | ฿1.7t | ฿2.2t | ฿62.9b | 23.4x | 27.8x | 0.8x |
| Sat, 15 Jul 2023 | ฿1.8t | ฿2.2t | ฿67.6b | 22.1x | 26.4x | 0.8x |
| Mon, 12 Jun 2023 | ฿1.9t | ฿2.2t | ฿67.5b | 23.8x | 27.7x | 0.9x |
| Wed, 10 May 2023 | ฿1.9t | ฿2.1t | ฿65.4b | 24.5x | 29.7x | 0.9x |
| Fri, 07 Apr 2023 | ฿1.9t | ฿2.1t | ฿62.2b | 24.3x | 30.7x | 0.9x |
| Sun, 05 Mar 2023 | ฿1.9t | ฿2.0t | ฿59.5b | 23.1x | 32.7x | 1x |
Price to Earnings Ratio
32.7x
Current Industry PE
- Investors are pessimistic on the Thai Consumer Discretionary industry, indicating that they anticipate long term growth rates will be lower than they have historically.
- The industry is trading at a PE ratio of 18.0x which is lower than its 3-year average PE of 22.4x.
- The industry is trading close to its 3-year average PS ratio of 0.67x.
Past Earnings Growth
- The earnings for companies in the Consumer Discretionary industry have grown 3.8% per year over the last three years.
- Revenues for these companies have grown 2.0% per year.
- This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.
Industry Trends
Which industries have driven the changes within the Thai Consumer Discretionary sector?
| TH Market | 3.38% | |
| Consumer Discretionary | -1.68% | |
| Auto Components | 0.69% | |
| Retail Distributors | 0.34% | |
| Consumer Services | 0.26% | |
| Luxury | 0.18% | |
| Online Retail and Ecommerce | 0% | 0 |
| Hospitality | -0.35% | |
| Consumer Durables | -0.77% | |
| Specialty Stores | -3.00% | |
| General Merchandise and Department Stores | -3.20% | |
Industry PE
- Investors are most optimistic about the Luxury industry which is trading above its 3-year average PE ratio of 24.1x.
- Analysts are expecting annual earnings growth of 8.5%, which is higher than its past year's earnings decline of 9.3% per year.
Forecasted Growth
- Analysts are most optimistic on the Auto Components industry, expecting annual earnings growth of 40% over the next 5 years.
- This is better than its past earnings growth rate of 14% per year.
- In contrast, the Consumer Services industry is expected to see its earnings grow by 6.8% 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 | |
|---|---|---|---|---|---|
| CENTEL Central Plaza Hotel | ฿39.75 | 3.2% +฿1.7b | 25.2% | PE31.8x | |
| AURA Aurora Design | ฿15.30 | 8.5% +฿1.6b | 9.3% | PE15.3x | |
| MRDIYT MR. D.I.Y. Holding (Thailand) | ฿9.65 | 2.7% +฿1.5b | n/a | PE23.9x | |
| PTG PTG Energy | ฿9.80 | 5.4% +฿835.0m | 33.3% | PE17.5x | |
| SHANG Shangri-La Hotel | ฿52.00 | 4.0% +฿260.0m | 16.9% | PE29.6x |