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Thai (SET) Consumer Discretionary Sector Analysis
UpdatedDec 02, 2025
DataAggregated Company Financials
Companies122
- 7D4.5%
- 3M-5.2%
- 1Y-27.3%
- YTD-22.6%
Over the last 7 days, the Consumer Discretionary industry has risen 3.3%, driven by gains in Minor International and PTT Oil and Retail Business of 8.6% and 6.1%, respectively. During this same period, the MK Restaurant Group underperformed, falling 6.6%. In the past year, the industry is down 28%. Earnings are forecast to grow by 10% 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 |
|---|---|---|---|---|---|---|
| Tue, 02 Dec 2025 | ฿1.1t | ฿2.2t | ฿69.5b | 13.6x | 15.8x | 0.5x |
| Thu, 30 Oct 2025 | ฿1.1t | ฿2.2t | ฿62.7b | 13.7x | 17.1x | 0.5x |
| Sat, 27 Sep 2025 | ฿1.1t | ฿2.2t | ฿62.6b | 14.9x | 18.3x | 0.5x |
| Mon, 25 Aug 2025 | ฿1.1t | ฿2.2t | ฿64.0b | 14.5x | 17x | 0.5x |
| Wed, 23 Jul 2025 | ฿1.0t | ฿2.2t | ฿68.9b | 11.7x | 15.1x | 0.5x |
| Fri, 20 Jun 2025 | ฿918.2b | ฿2.2t | ฿68.9b | 11.1x | 13.3x | 0.4x |
| Sun, 18 May 2025 | ฿1.1t | ฿2.6t | ฿120.4b | 11.5x | 8.8x | 0.4x |
| Tue, 15 Apr 2025 | ฿1.1t | ฿2.2t | ฿67.0b | 11.9x | 16.5x | 0.5x |
| Thu, 13 Mar 2025 | ฿1.2t | ฿2.2t | ฿67.7b | 14.4x | 17.4x | 0.5x |
| Sat, 08 Feb 2025 | ฿1.2t | ฿2.2t | ฿59.4b | 14.4x | 20.6x | 0.6x |
| Mon, 06 Jan 2025 | ฿1.4t | ฿2.2t | ฿59.5b | 16.2x | 23x | 0.6x |
| Wed, 04 Dec 2024 | ฿1.5t | ฿2.2t | ฿59.7b | 18x | 24.7x | 0.7x |
| Fri, 01 Nov 2024 | ฿1.5t | ฿2.2t | ฿68.0b | 17.6x | 21.4x | 0.7x |
| Sun, 29 Sep 2024 | ฿1.5t | ฿2.2t | ฿68.2b | 18x | 22.6x | 0.7x |
| Tue, 27 Aug 2024 | ฿1.4t | ฿2.2t | ฿68.2b | 17.8x | 21x | 0.7x |
| Thu, 25 Jul 2024 | ฿1.5t | ฿2.1t | ฿63.8b | 18.1x | 23x | 0.7x |
| Sat, 22 Jun 2024 | ฿1.5t | ฿2.1t | ฿63.8b | 19x | 23x | 0.7x |
| Mon, 20 May 2024 | ฿1.6t | ฿2.1t | ฿62.9b | 20.7x | 25.3x | 0.7x |
| Wed, 17 Apr 2024 | ฿1.7t | ฿2.1t | ฿60.0b | 20.7x | 27.6x | 0.8x |
| Fri, 15 Mar 2024 | ฿1.7t | ฿2.1t | ฿60.0b | 21.4x | 27.7x | 0.8x |
| Sun, 11 Feb 2024 | ฿1.6t | ฿2.2t | ฿61.2b | 21.4x | 26.2x | 0.7x |
| Tue, 09 Jan 2024 | ฿1.7t | ฿2.2t | ฿62.9b | 22.1x | 27x | 0.8x |
| Thu, 07 Dec 2023 | ฿1.7t | ฿2.2t | ฿62.9b | 21.4x | 26.4x | 0.8x |
| Sat, 04 Nov 2023 | ฿1.7t | ฿2.2t | ฿63.1b | 21.5x | 26.2x | 0.8x |
| Mon, 02 Oct 2023 | ฿1.7t | ฿2.2t | ฿63.3b | 23.8x | 27.3x | 0.8x |
| Wed, 30 Aug 2023 | ฿1.8t | ฿2.2t | ฿62.9b | 25.5x | 29.2x | 0.9x |
| Fri, 28 Jul 2023 | ฿1.8t | ฿2.2t | ฿67.7b | 21.7x | 26.8x | 0.8x |
| Sun, 25 Jun 2023 | ฿1.8t | ฿2.2t | ฿67.6b | 22.4x | 26.8x | 0.8x |
| Tue, 23 May 2023 | ฿1.9t | ฿2.2t | ฿67.5b | 23.3x | 27.7x | 0.9x |
| Thu, 20 Apr 2023 | ฿1.9t | ฿2.1t | ฿62.2b | 24.6x | 30.6x | 0.9x |
| Sat, 18 Mar 2023 | ฿1.9t | ฿2.1t | ฿62.1b | 24.9x | 30.6x | 0.9x |
| Mon, 13 Feb 2023 | ฿2.0t | ฿2.0t | ฿58.7b | 22.9x | 33.7x | 1x |
| Wed, 11 Jan 2023 | ฿2.0t | ฿2.0t | ฿59.0b | 23.6x | 34.3x | 1x |
| Fri, 09 Dec 2022 | ฿1.9t | ฿2.0t | ฿59.0b | 22.2x | 32.9x | 1x |
Price to Earnings Ratio
32.9x
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 15.1x which is lower than its 3-year average PE of 23.8x.
- The industry is trading close to its 3-year average PS ratio of 0.70x.
Past Earnings Growth
- The earnings for companies in the Consumer Discretionary industry have grown 5.6% 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 Market | 1.90% | |
| Consumer Discretionary | 4.50% | |
| General Merchandise and Department Stores | 6.18% | |
| Specialty Stores | 5.09% | |
| Hospitality | 4.29% | |
| Consumer Services | 4.12% | |
| Auto Components | 2.82% | |
| Retail Distributors | 2.62% | |
| Consumer Durables | 1.03% | |
| Online Retail and Ecommerce | 0% | 0 |
| Luxury | -1.32% | |
Industry PE
- Investors are most optimistic about the Luxury industry which is trading above its 3-year average PE ratio of 22.8x.
- Analysts are expecting annual earnings growth of 8.8%, which is higher than its past year's earnings decline of 26.9% per year.
Forecasted Growth
- Analysts are most optimistic on the Auto Components industry, expecting annual earnings growth of 22% over the next 5 years.
- This is better than its past earnings growth rate of 10.0% per year.
- In contrast, the General Merchandise and Department Stores industry is expected to see its earnings growth to stay flat 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 | |
|---|---|---|---|---|---|
| MINT Minor International | ฿22.60 | 8.1% +฿9.6b | -18.6% | PE16.1x | |
| OR PTT Oil and Retail Business | ฿13.80 | 5.3% +฿8.4b | -3.5% | PE13.5x | |
| CRC Central Retail Corporation | ฿20.50 | 6.2% +฿7.2b | -40.6% | PE17.8x | |
| AWC Asset World Corp | ฿2.02 | 4.1% +฿2.6b | -44.8% | PE10.1x | |
| HMPRO Home Product Center | ฿6.40 | 2.4% +฿1.9b | -35.4% | PE13.5x |