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Thai (SET) Consumer Discretionary Sector Analysis
UpdatedApr 22, 2025
DataAggregated Company Financials
Companies120
- 7D1.7%
- 3M-13.4%
- 1Y-29.5%
- YTD-18.6%
In the last week, the Consumer Discretionary industry is up 1.7%, with PTT Oil and Retail Business up 5.6%. In the past year, the industry is down 30%. Earnings are forecast to grow by 12% annually.
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 |
|---|---|---|---|---|---|---|
| Wed, 23 Apr 2025 | ฿1.1t | ฿2.2t | ฿67.0b | 12.6x | 16.8x | 0.5x |
| Fri, 21 Mar 2025 | ฿1.2t | ฿2.2t | ฿67.7b | 14.2x | 17.3x | 0.5x |
| Sun, 16 Feb 2025 | ฿1.3t | ฿2.2t | ฿66.6b | 15.3x | 18.8x | 0.6x |
| Tue, 14 Jan 2025 | ฿1.3t | ฿2.2t | ฿59.5b | 15.4x | 21.7x | 0.6x |
| Thu, 12 Dec 2024 | ฿1.5t | ฿2.2t | ฿59.7b | 17.9x | 24.4x | 0.7x |
| Sat, 09 Nov 2024 | ฿1.4t | ฿2.1t | ฿61.1b | 17.7x | 23.7x | 0.7x |
| Mon, 07 Oct 2024 | ฿1.5t | ฿2.2t | ฿68.2b | 17.8x | 22.3x | 0.7x |
| Wed, 04 Sep 2024 | ฿1.4t | ฿2.2t | ฿68.2b | 17.8x | 20.9x | 0.7x |
| Fri, 02 Aug 2024 | ฿1.4t | ฿2.1t | ฿63.8b | 17.8x | 22.7x | 0.7x |
| Sun, 30 Jun 2024 | ฿1.5t | ฿2.1t | ฿63.8b | 18.9x | 23x | 0.7x |
| Tue, 28 May 2024 | ฿1.6t | ฿2.1t | ฿63.0b | 20.5x | 24.8x | 0.7x |
| Thu, 25 Apr 2024 | ฿1.6t | ฿2.1t | ฿60.0b | 20.5x | 26.7x | 0.7x |
| Sat, 23 Mar 2024 | ฿1.6t | ฿2.1t | ฿60.0b | 21.2x | 27.5x | 0.8x |
| Mon, 19 Feb 2024 | ฿1.6t | ฿2.1t | ฿60.7b | 20.3x | 26.6x | 0.8x |
| Wed, 17 Jan 2024 | ฿1.7t | ฿2.2t | ฿62.9b | 21.1x | 26.4x | 0.8x |
| Fri, 15 Dec 2023 | ฿1.6t | ฿2.2t | ฿62.9b | 20.9x | 26x | 0.8x |
| Sun, 12 Nov 2023 | ฿1.6t | ฿2.1t | ฿64.5b | 22.7x | 25.4x | 0.8x |
| Tue, 10 Oct 2023 | ฿1.7t | ฿2.2t | ฿63.3b | 22.6x | 26.4x | 0.8x |
| Thu, 07 Sep 2023 | ฿1.8t | ฿2.2t | ฿63.2b | 25.4x | 28.9x | 0.8x |
| Sat, 05 Aug 2023 | ฿1.8t | ฿2.2t | ฿67.4b | 21.5x | 26.4x | 0.8x |
| Mon, 03 Jul 2023 | ฿1.8t | ฿2.2t | ฿67.6b | 22.2x | 27x | 0.8x |
| Wed, 31 May 2023 | ฿1.9t | ฿10.9t | ฿227.1b | 24.3x | 8.2x | 0.2x |
| Fri, 28 Apr 2023 | ฿1.9t | ฿2.1t | ฿62.8b | 24x | 30.2x | 0.9x |
| Sun, 26 Mar 2023 | ฿1.9t | ฿2.1t | ฿62.2b | 24.9x | 31.1x | 0.9x |
| Tue, 21 Feb 2023 | ฿2.0t | ฿2.0t | ฿55.1b | 23x | 35.7x | 1x |
| Thu, 19 Jan 2023 | ฿2.0t | ฿2.0t | ฿58.8b | 23.9x | 33.6x | 1x |
| Sat, 17 Dec 2022 | ฿1.9t | ฿2.0t | ฿59.0b | 22.5x | 32.8x | 1x |
| Mon, 14 Nov 2022 | ฿1.9t | ฿1.9t | ฿51.5b | 23x | 37.1x | 1x |
| Wed, 12 Oct 2022 | ฿1.8t | ฿1.8t | ฿46.3b | 21.9x | 39.1x | 1x |
| Fri, 09 Sep 2022 | ฿1.9t | ฿1.8t | ฿46.3b | 23.8x | 41.1x | 1.1x |
| Sun, 07 Aug 2022 | ฿1.8t | ฿1.6t | ฿33.5b | 25.1x | 55x | 1.1x |
| Tue, 05 Jul 2022 | ฿1.8t | ฿1.6t | ฿33.4b | 24x | 52.9x | 1.1x |
| Thu, 02 Jun 2022 | ฿2.0t | ฿1.6t | ฿33.6b | 24.1x | 58.9x | 1.2x |
| Sat, 30 Apr 2022 | ฿2.0t | ฿1.5t | ฿29.7b | 25.6x | 65.8x | 1.3x |
Price to Earnings Ratio
65.8x
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 16.8x which is lower than its 3-year average PE of 30.2x.
- The industry is trading close to its 3-year average PS ratio of 0.83x.
Past Earnings Growth
- The earnings for companies in the Consumer Discretionary industry have grown 31% per year over the last three years.
- Revenues for these companies have grown 14% 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 | 0.67% | |
| Consumer Discretionary | 1.73% | |
| Specialty Stores | 3.51% | |
| Luxury | 2.99% | |
| Retail Distributors | 2.72% | |
| Consumer Durables | 2.03% | |
| Hospitality | 0.48% | |
| General Merchandise and Department Stores | 0.43% | |
| Online Retail and Ecommerce | 0% | 0 |
| Consumer Services | -0.45% | |
| Auto Components | -0.83% | |
Industry PE
- Investors are most optimistic about the Consumer Durables industry which is trading above its 3-year average PE ratio of 66.3x.
- It looks like they are confident that earnings will grow faster in the future than they have historically.
- Investors are most pessimistic about the Auto Components industry, which is trading below its 3-year average of 10.3x.
Forecasted Growth
- Analysts are most optimistic on the Hospitality industry, expecting annual earnings growth of 14% over the next 5 years.
- However this is lower than its past earnings growth rate of 47% per year.
- In contrast, the Luxury industry is expected to see its earnings grow by 7.8% 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 | |
|---|---|---|---|---|---|
| OR PTT Oil and Retail Business | ฿13.10 | 5.6% +฿8.4b | -27.6% | PE20.5x | |
| GLOBAL Siam Global House | ฿7.05 | 14.6% +฿4.9b | -54.5% | PE16x | |
| CRC Central Retail Corporation | ฿23.50 | 2.2% +฿3.0b | -30.4% | PE17.4x | |
| COM7 Com7 | ฿19.50 | 4.8% +฿2.1b | 8.3% | PE14.1x | |
| AWC Asset World Corp | ฿2.22 | 2.8% +฿1.9b | -49.8% | PE12.1x |