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Thai (SET) Consumer Discretionary Sector Analysis

UpdatedApr 21, 2026
DataAggregated Company Financials
Companies122
  • 7D-0.4%
  • 3M-1.7%
  • 1Y-8.5%
  • YTD-0.5%

Over the last 7 days, the Consumer Discretionary industry has remained flat, although notably Central Plaza Hotel declined by 4.3%. As for the longer term, the industry has declined 10% in the last year. As for the next few years, earnings are expected to grow by 10.0% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 21 Apr 2026฿1.1t฿2.2t฿66.4b12.7x16.3x0.5x
Thu, 19 Mar 2026฿1.1t฿2.2t฿67.3b13x15.8x0.5x
Sat, 14 Feb 2026฿1.2t฿2.2t฿69.4b14.2x17.2x0.5x
Mon, 12 Jan 2026฿1.1t฿2.2t฿69.2b13.5x15.6x0.5x
Wed, 10 Dec 2025฿1.1t฿2.2t฿69.5b13.1x15.3x0.5x
Fri, 07 Nov 2025฿1.1t฿2.2t฿64.9b13.7x17.1x0.5x
Sun, 05 Oct 2025฿1.1t฿2.2t฿62.6b15.2x17.9x0.5x
Tue, 02 Sep 2025฿1.1t฿2.2t฿62.5b14.6x17.7x0.5x
Thu, 31 Jul 2025฿1.1t฿2.2t฿68.5b12.1x16.2x0.5x
Sat, 28 Jun 2025฿950.8b฿2.2t฿68.9b11.3x13.8x0.4x
Mon, 26 May 2025฿1.0t฿2.2t฿68.7b11.3x15.2x0.5x
Wed, 23 Apr 2025฿1.1t฿2.2t฿67.0b12.6x17x0.5x
Fri, 21 Mar 2025฿1.2t฿2.2t฿67.7b14.2x17.3x0.5x
Sun, 16 Feb 2025฿1.3t฿2.2t฿66.6b15.3x18.8x0.6x
Tue, 14 Jan 2025฿1.3t฿2.2t฿59.5b15.4x21.7x0.6x
Thu, 12 Dec 2024฿1.5t฿2.2t฿59.7b17.9x24.4x0.7x
Sat, 09 Nov 2024฿1.4t฿2.1t฿61.1b17.7x23.7x0.7x
Mon, 07 Oct 2024฿1.5t฿2.2t฿68.2b17.8x22.3x0.7x
Wed, 04 Sep 2024฿1.4t฿2.2t฿68.2b17.8x20.9x0.7x
Fri, 02 Aug 2024฿1.4t฿2.1t฿63.8b17.8x22.7x0.7x
Sun, 30 Jun 2024฿1.5t฿2.1t฿63.8b18.9x23x0.7x
Tue, 28 May 2024฿1.6t฿2.1t฿63.0b20.5x24.8x0.7x
Thu, 25 Apr 2024฿1.6t฿2.1t฿60.0b20.5x26.7x0.7x
Sat, 23 Mar 2024฿1.6t฿2.1t฿60.0b21.2x27.5x0.8x
Mon, 19 Feb 2024฿1.6t฿2.1t฿60.7b20.3x26.6x0.8x
Wed, 17 Jan 2024฿1.7t฿2.2t฿62.9b21.1x26.4x0.8x
Fri, 15 Dec 2023฿1.6t฿2.2t฿62.9b20.9x26x0.8x
Sun, 12 Nov 2023฿1.6t฿2.1t฿64.5b22.7x25.4x0.8x
Tue, 10 Oct 2023฿1.7t฿2.2t฿63.3b22.6x26.4x0.8x
Thu, 07 Sep 2023฿1.8t฿2.2t฿63.2b25.4x28.9x0.8x
Sat, 05 Aug 2023฿1.8t฿2.2t฿67.4b21.5x26.4x0.8x
Mon, 03 Jul 2023฿1.8t฿2.2t฿67.6b22.2x27x0.8x
Wed, 31 May 2023฿1.9t฿10.9t฿227.1b24.3x8.2x0.2x
Fri, 28 Apr 2023฿1.9t฿2.1t฿62.8b24x30.2x0.9x
Price to Earnings Ratio

30.2x


Total Market Cap: ฿1.9tTotal Earnings: ฿62.8bTotal Revenue: ฿2.1tTotal Market Cap vs Earnings and Revenue0%0%0%
Thai Consumer Discretionary Sector Price to Earnings3Y Average 21.7x202420252026
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 16.3x which is lower than its 3-year average PE of 21.7x.
  • The industry is trading close to its 3-year average PS ratio of 0.64x.
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-1.66%
Consumer Discretionary-0.39%
Luxury0.79%
Consumer Durables0.66%
Specialty Stores0.34%
Retail Distributors0.035%
Online Retail and Ecommerce0%0
General Merchandise and Department Stores-1.03%
Auto Components-1.03%
Hospitality-1.07%
Consumer Services-2.55%
Industry PE
  • Investors are most optimistic about the Luxury industry which is trading above its 3-year average PE ratio of 25.0x.
    • Analysts are expecting annual earnings growth of 7.8%, which is higher than its past year's earnings growth of 0.5% per year.
Forecasted Growth
  • Analysts are most optimistic on the Auto Components industry, expecting annual earnings growth of 28% over the next 5 years.
  • This is better than its past earnings growth rate of 4.2% per year.
  • In contrast, the Specialty Stores industry is expected to see its earnings grow by 6.9% 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
MRDIYT MR. D.I.Y. Holding (Thailand)฿8.952.9%
+฿1.5b		n/aPE20.5x
OR PTT Oil and Retail Business฿12.300.8%
+฿1.2b		-4.7%PE13.1x
GLOBAL Siam Global House฿6.252.5%
+฿840.3m		-4.0%PE17.8x
MC MC Group฿11.203.7%
+฿316.8m		13.1%PE12x
DOHOME Dohome฿3.462.4%
+฿281.5m		-27.2%PE20.3x

Latest News

CRC
฿19.60
Central Retail Corporation
7D
-1.0%
1Y
-15.2%

CRC: Special Dividend Payout And Slightly Softer Outlook Will Shape Prospects

Analysts have marginally lowered their fair value estimate for Central Retail Corporation, with the updated price target moving from THB22.20 to THB21.90 as they factor in slightly softer assumptions for revenue growth, profit margins and future P/E, partially offset by a small reduction in the discount rate. What's in the News Approved a special dividend of THB0.58 per share, totaling THB3.498b.
STA
฿16.60
Sri Trang Agro-Industry
7D
-4.0%
1Y
24.8%
MEB
฿12.90
MEB Corporation
7D
-10.4%
1Y
-41.1%
MINT
฿22.30
Minor International
7D
-0.9%
1Y
-14.2%

MINT: Planned Hotel REIT Listing And Dividend Policy Will Support Future Returns

Analysts have trimmed their 12 month price target for Minor International slightly, lowering it by about THB0.50 to reflect small adjustments to assumptions for fair value, discount rate, revenue growth, profit margin and forward P/E. What's in the News Board meeting scheduled for February 13, 2026 to review and propose approval of the financial statements for the year ended December 31, 2025 and related auditor's report, along with other business items (company disclosure).
OR
฿12.30
PTT Oil and Retail Business
7D
0.8%
1Y
-4.7%
OHTL
฿282.00
OHTL
7D
6.4%
1Y
-13.8%
MRDIYT
฿8.95
MR. D.I.Y. Holding (Thailand)
7D
2.9%
1Y
n/a
AURA
฿12.80
Aurora Design
7D
-4.5%
1Y
-23.8%
GLOBAL
฿6.25
Siam Global House
7D
2.5%
1Y
-4.0%
DOHOME
฿3.46
Dohome
7D
2.4%
1Y
-27.2%
MGC
฿4.62
Millennium Group Corporation (Asia)
7D
2.7%
1Y
46.2%
CENTEL
฿33.25
Central Plaza Hotel
7D
-4.3%
1Y
31.7%
SHR
฿1.61
S Hotels and Resorts
7D
-5.3%
1Y
-8.5%
COM7
฿21.90
Com7
7D
-1.4%
1Y
16.5%
SAT
฿14.80
Somboon Advance Technology
7D
2.8%
1Y
27.6%
MC
฿11.20
MC Group
7D
3.7%
1Y
13.1%