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Thai (SET) Consumer Discretionary Sector Analysis

UpdatedFeb 13, 2026
DataAggregated Company Financials
Companies122
  • 7D5.8%
  • 3M13.0%
  • 1Y-6.2%
  • YTD10.6%

Over the last 7 days, the Consumer Discretionary industry has risen 3.9%, driven by gains from Central Retail Corporation of 12%. In contrast, the industry has lost 9.0% in the last 12 months. Looking forward, earnings are forecast to grow by 10.0% annually.

Sector Valuation and Performance

Has the Thai Consumer Discretionary Sector valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 13 Feb 2026฿1.2t฿2.2t฿69.4b14.2x17.3x0.5x
Sun, 11 Jan 2026฿1.1t฿2.2t฿69.2b13.5x15.6x0.5x
Tue, 09 Dec 2025฿1.1t฿2.2t฿69.5b13x15.5x0.5x
Thu, 06 Nov 2025฿1.1t฿2.2t฿64.5b13.6x17.1x0.5x
Sat, 04 Oct 2025฿1.1t฿2.2t฿62.6b15.2x17.9x0.5x
Mon, 01 Sep 2025฿1.1t฿2.2t฿64.0b14.6x17x0.5x
Wed, 30 Jul 2025฿1.1t฿2.2t฿69.0b11.9x15.7x0.5x
Fri, 27 Jun 2025฿970.3b฿2.2t฿68.9b11.4x14.1x0.4x
Sun, 25 May 2025฿1.0t฿2.2t฿68.7b11.3x15.2x0.5x
Tue, 22 Apr 2025฿1.1t฿2.2t฿67.0b12.6x16.8x0.5x
Thu, 20 Mar 2025฿1.2t฿2.2t฿67.7b14.3x17.5x0.5x
Sat, 15 Feb 2025฿1.3t฿2.2t฿62.2b15.3x20.2x0.6x
Mon, 13 Jan 2025฿1.3t฿2.2t฿59.5b15.4x22.1x0.6x
Wed, 11 Dec 2024฿1.5t฿2.2t฿59.7b17.7x24.3x0.7x
Fri, 08 Nov 2024฿1.5t฿2.2t฿67.9b17.6x21.5x0.7x
Sun, 06 Oct 2024฿1.5t฿2.2t฿68.2b17.8x22.3x0.7x
Tue, 03 Sep 2024฿1.4t฿2.2t฿68.2b17.6x20.6x0.6x
Thu, 01 Aug 2024฿1.5t฿2.1t฿63.8b17.4x22.9x0.7x
Sat, 29 Jun 2024฿1.5t฿2.1t฿63.8b18.9x23x0.7x
Mon, 27 May 2024฿1.6t฿2.1t฿62.9b20.4x24.8x0.7x
Wed, 24 Apr 2024฿1.6t฿2.1t฿60.0b20.6x26.7x0.7x
Fri, 22 Mar 2024฿1.7t฿2.1t฿60.0b21.3x27.5x0.8x
Sun, 18 Feb 2024฿1.6t฿2.1t฿60.7b20.3x26.6x0.8x
Tue, 16 Jan 2024฿1.7t฿2.2t฿62.9b21.5x26.5x0.8x
Thu, 14 Dec 2023฿1.6t฿2.2t฿62.9b20.8x25.6x0.7x
Sat, 11 Nov 2023฿1.6t฿2.4t฿58.9b22.3x27.9x0.7x
Mon, 09 Oct 2023฿1.7t฿2.2t฿63.3b23x26.6x0.8x
Wed, 06 Sep 2023฿1.8t฿2.2t฿63.2b25.2x28.9x0.8x
Fri, 04 Aug 2023฿1.8t฿2.2t฿67.4b21.5x26.4x0.8x
Sun, 02 Jul 2023฿1.8t฿2.2t฿67.6b22.2x27x0.8x
Tue, 30 May 2023฿1.9t฿2.2t฿67.6b24.6x28x0.9x
Thu, 27 Apr 2023฿1.9t฿2.1t฿62.8b23.9x29.9x0.9x
Sat, 25 Mar 2023฿1.9t฿2.1t฿62.2b24.9x31.1x0.9x
Mon, 20 Feb 2023฿2.0t฿2.0t฿55.1b22.7x35.6x1x
Price to Earnings Ratio

35.6x


Total Market Cap: ฿2.0tTotal Earnings: ฿55.1bTotal Revenue: ฿2.0tTotal Market Cap vs Earnings and Revenue0%0%0%
Thai Consumer Discretionary Sector Price to Earnings3Y Average 22.6x202420252026
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 16.9x which is lower than its 3-year average PE of 22.6x.
  • 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 6.0% per year over the last three years.
  • Revenues for these companies have grown 3.7% 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 Market7.12%
Consumer Discretionary5.82%
General Merchandise and Department Stores12.20%
Consumer Services11.68%
Hospitality5.81%
Specialty Stores5.37%
Luxury2.88%
Auto Components1.97%
Retail Distributors0.80%
Consumer Durables0.73%
Online Retail and Ecommerce0%0
Industry PE
  • Investors are most optimistic about the Luxury industry which is trading above its 3-year average PE ratio of 23.9x.
    • Analysts are expecting annual earnings growth of 8.1%, 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 24% over the next 5 years.
  • This is better than its past earnings growth rate of 11% per year.
  • In contrast, the Consumer Services industry is expected to see its earnings grow by 7.2% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
CRC Central Retail Corporation฿21.909.5%
+฿11.5b		-36.5%PE19x
MINT Minor International฿26.755.9%
+฿8.5b		-0.9%PE19x
AWC Asset World Corp฿2.507.8%
+฿5.8b		-17.8%PE12.5x
OR PTT Oil and Retail Business฿14.202.9%
+฿4.8b		14.5%PE13.9x
HMPRO Home Product Center฿7.053.7%
+฿3.2b		-15.6%PE14.9x

Latest News

OR
฿14.20
PTT Oil and Retail Business
7D
2.9%
1Y
14.5%
PTG
฿9.20
PTG Energy
7D
17.9%
1Y
29.6%
IRC
฿11.60
Inoue Rubber (Thailand)
7D
-6.5%
1Y
-6.5%
MINT
฿26.75
Minor International
7D
5.9%
1Y
-0.9%

MINT: Share Buyback Plan Will Support Future Earnings And Capital Returns

Analysts have nudged their price target for Minor International slightly lower to $34.42 from $34.56, reflecting updated views on revenue growth, profit margins and a modest adjustment in the assumed P/E multiple. What's in the News Board meetings scheduled for November 28, 2025 and December 11, 2025 include an agenda item to approve a share repurchase project for financial management (company board filings).
OHTL
฿294.00
OHTL
7D
-7.5%
1Y
-8.1%
HMPRO
฿7.05
Home Product Center
7D
3.7%
1Y
-15.6%
CRC
฿21.90
Central Retail Corporation
7D
9.5%
1Y
-36.5%
MRDIYT
฿9.00
MR. D.I.Y. Holding (Thailand)
7D
-0.6%
1Y
n/a
ICC
฿24.80
I.C.C. International
7D
-0.4%
1Y
10.5%
CENTEL
฿38.25
Central Plaza Hotel
7D
6.3%
1Y
33.0%
TTI
฿25.00
Thai Textile Industry
7D
-3.8%
1Y
-3.8%
COM7
฿24.50
Com7
7D
3.8%
1Y
15.6%
MUD
฿0.59
Mud & Hound
7D
-11.9%
1Y
-46.8%
M
฿20.20
MK Restaurant Group
7D
-1.9%
1Y
8.6%
AWC
฿2.50
Asset World Corp
7D
7.8%
1Y
-17.8%
CSR
฿63.00
City Sports and Recreation
7D
-3.8%
1Y
-31.1%