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Thai (SET) Consumer Discretionary Sector Analysis
UpdatedJun 05, 2026
DataAggregated Company Financials
Companies122
- 7D0.07%
- 3M5.7%
- 1Y3.7%
- YTD3.1%
The Consumer Discretionary is pretty flat in the last 7 days, but Asset World Corp has stood out, gaining 6.1%. The past year has been better, since the industry has gained 3.7% in that time. As for the next few years, earnings are expected to grow by 11% 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 |
|---|---|---|---|---|---|---|
| Sat, 06 Jun 2026 | ฿1.1t | ฿2.1t | ฿65.4b | 12.2x | 17.1x | 0.5x |
| Mon, 04 May 2026 | ฿1.1t | ฿2.2t | ฿66.4b | 12.9x | 15.9x | 0.5x |
| Wed, 01 Apr 2026 | ฿1.1t | ฿2.2t | ฿67.1b | 12.8x | 16x | 0.5x |
| Fri, 27 Feb 2026 | ฿1.2t | ฿2.2t | ฿67.3b | 14.6x | 17.9x | 0.6x |
| Sun, 25 Jan 2026 | ฿1.1t | ฿2.2t | ฿69.3b | 13.5x | 16x | 0.5x |
| Tue, 23 Dec 2025 | ฿1.1t | ฿2.2t | ฿69.2b | 13.6x | 15.7x | 0.5x |
| Thu, 20 Nov 2025 | ฿1.1t | ฿2.2t | ฿69.5b | 12.9x | 15.1x | 0.5x |
| Sat, 18 Oct 2025 | ฿1.1t | ฿2.2t | ฿62.3b | 14x | 17.3x | 0.5x |
| Mon, 15 Sep 2025 | ฿1.1t | ฿2.2t | ฿62.6b | 15.4x | 18.3x | 0.5x |
| Wed, 13 Aug 2025 | ฿1.1t | ฿2.2t | ฿66.0b | 13.4x | 16.5x | 0.5x |
| Fri, 11 Jul 2025 | ฿979.0b | ฿2.2t | ฿68.9b | 11.7x | 14.2x | 0.4x |
| Sun, 08 Jun 2025 | ฿1.0t | ฿2.2t | ฿69.0b | 11.3x | 14.8x | 0.5x |
| Tue, 06 May 2025 | ฿1.2t | ฿2.2t | ฿66.7b | 12.9x | 17.3x | 0.5x |
| Thu, 03 Apr 2025 | ฿1.2t | ฿2.2t | ฿67.0b | 13.3x | 17.2x | 0.5x |
| Sat, 01 Mar 2025 | ฿1.2t | ฿2.2t | ฿67.5b | 14.5x | 18.5x | 0.6x |
| Mon, 27 Jan 2025 | ฿1.3t | ฿2.2t | ฿59.4b | 15.2x | 21.6x | 0.6x |
| Wed, 25 Dec 2024 | ฿1.4t | ฿2.2t | ฿59.5b | 16.8x | 23.7x | 0.6x |
| Fri, 22 Nov 2024 | ฿1.5t | ฿2.2t | ฿60.1b | 17.9x | 24.2x | 0.7x |
| Sun, 20 Oct 2024 | ฿1.5t | ฿2.2t | ฿68.3b | 17.6x | 22.5x | 0.7x |
| Tue, 17 Sep 2024 | ฿1.5t | ฿2.2t | ฿68.2b | 17.8x | 22.5x | 0.7x |
| Thu, 15 Aug 2024 | ฿1.3t | ฿2.2t | ฿66.8b | 16.1x | 19.5x | 0.6x |
| Sat, 13 Jul 2024 | ฿1.5t | ฿2.1t | ฿63.8b | 19.1x | 23.6x | 0.7x |
| Mon, 10 Jun 2024 | ฿1.5t | ฿2.1t | ฿63.7b | 19.6x | 23.9x | 0.7x |
| Wed, 08 May 2024 | ฿1.6t | ฿2.1t | ฿59.9b | 20.3x | 26.7x | 0.7x |
| Fri, 05 Apr 2024 | ฿1.6t | ฿2.1t | ฿60.1b | 20.8x | 27.1x | 0.8x |
| Sun, 03 Mar 2024 | ฿1.6t | ฿2.1t | ฿60.2b | 20.6x | 27.2x | 0.8x |
| Tue, 30 Jan 2024 | ฿1.6t | ฿2.2t | ฿62.9b | 21.6x | 25.8x | 0.8x |
| Thu, 28 Dec 2023 | ฿1.7t | ฿2.2t | ฿62.9b | 21x | 26.6x | 0.8x |
| Sat, 25 Nov 2023 | ฿1.7t | ฿2.2t | ฿62.9b | 21.3x | 26.5x | 0.8x |
| Mon, 23 Oct 2023 | ฿1.6t | ฿2.2t | ฿63.3b | 21.8x | 25.6x | 0.8x |
| Wed, 20 Sep 2023 | ฿1.8t | ฿2.2t | ฿63.3b | 24.3x | 28x | 0.8x |
| Fri, 18 Aug 2023 | ฿1.8t | ฿2.2t | ฿62.8b | 24.2x | 28.2x | 0.8x |
| Sun, 16 Jul 2023 | ฿1.8t | ฿2.2t | ฿67.6b | 22.1x | 26.4x | 0.8x |
| Tue, 13 Jun 2023 | ฿1.9t | ฿2.2t | ฿67.5b | 23.5x | 27.7x | 0.9x |
Price to Earnings Ratio
27.7x
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 17.1x which is lower than its 3-year average PE of 21.3x.
- The industry is trading close to its 3-year average PS ratio of 0.63x.
Past Earnings Growth
- Both revenue and earnings for companies in the Consumer Discretionary industry have remained mostly flat over the last three years.
- This means that sales and the cost of doing business have remained relatively consistent over this period and subsequently, so have profits.
Industry Trends
Which industries have driven the changes within the Thai Consumer Discretionary sector?
| TH Market | 1.63% | |
| Consumer Discretionary | 0.072% | |
| General Merchandise and Department Stores | 2.90% | |
| Auto Components | 1.67% | |
| Consumer Services | 0.71% | |
| Online Retail and Ecommerce | 0% | 0 |
| Retail Distributors | -0.031% | |
| Specialty Stores | -0.41% | |
| Luxury | -0.41% | |
| Hospitality | -0.70% | |
| Consumer Durables | -1.60% | |
Industry PE
- Investors are most optimistic about the Luxury industry which is trading above its 3-year average PE ratio of 25.6x.
- Analysts are expecting annual earnings growth of 7.7%, which is higher than its past year's earnings decline of 15.6% per year.
Forecasted Growth
- Analysts are most optimistic on the Auto Components industry, expecting annual earnings growth of 30% over the next 5 years.
- This is better than its past earnings decline of 4.7% 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 | |
|---|---|---|---|---|---|
| AWC Asset World Corp | ฿2.42 | 6.1% +฿4.5b | 25.4% | PE12.1x | |
| COM7 Com7 | ฿27.00 | 3.8% +฿2.4b | 39.9% | PE14.8x | |
| MINT Minor International | ฿22.90 | 1.8% +฿2.2b | -8.0% | PE17.1x | |
| MRDIYT MR. D.I.Y. Holding (Thailand) | ฿9.05 | 4.0% +฿2.1b | n/a | PE19.7x | |
| SINGER Singer Thailand | ฿9.10 | 28.2% +฿1.6b | 76.7% | PE29.8x |