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Thai (SET) Consumer Discretionary Sector Analysis
UpdatedAug 18, 2025
DataAggregated Company Financials
Companies121
- 7D-1.2%
- 3M2.2%
- 1Y-18.3%
- YTD-22.4%
Over the last 7 days, the Consumer Discretionary industry has dropped 1.2%, driven by a pullback from Central Retail Corporation of 8.4%. On the other hand Asset World Corp is actually up 8.0%. Overall the industry is down 18% in 12 months. 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 |
|---|---|---|---|---|---|---|
| Tue, 19 Aug 2025 | ฿1.1t | ฿2.2t | ฿64.1b | 14.4x | 16.8x | 0.5x |
| Thu, 17 Jul 2025 | ฿1.0t | ฿2.2t | ฿68.9b | 11.8x | 15.1x | 0.5x |
| Sat, 14 Jun 2025 | ฿970.7b | ฿2.2t | ฿68.9b | 11.4x | 14.1x | 0.4x |
| Mon, 12 May 2025 | ฿1.1t | ฿2.2t | ฿68.5b | 13x | 16x | 0.5x |
| Wed, 09 Apr 2025 | ฿1.1t | ฿2.2t | ฿67.0b | 12x | 15.9x | 0.5x |
| Fri, 07 Mar 2025 | ฿1.2t | ฿2.2t | ฿67.6b | 14.2x | 18x | 0.6x |
| Sun, 02 Feb 2025 | ฿1.2t | ฿2.2t | ฿59.4b | 14.7x | 21x | 0.6x |
| Tue, 31 Dec 2024 | ฿1.4t | ฿2.2t | ฿59.5b | 16.7x | 23.4x | 0.6x |
| Thu, 28 Nov 2024 | ฿1.4t | ฿2.2t | ฿59.7b | 17.5x | 24.1x | 0.7x |
| Sat, 26 Oct 2024 | ฿1.5t | ฿2.2t | ฿68.3b | 17.7x | 21.6x | 0.7x |
| Mon, 23 Sep 2024 | ฿1.6t | ฿2.2t | ฿68.2b | 18.5x | 22.8x | 0.7x |
| Wed, 21 Aug 2024 | ฿1.4t | ฿2.2t | ฿68.2b | 17.3x | 19.9x | 0.6x |
| Fri, 19 Jul 2024 | ฿1.5t | ฿2.1t | ฿63.8b | 19.3x | 23.4x | 0.7x |
| Sun, 16 Jun 2024 | ฿1.5t | ฿2.1t | ฿63.7b | 19.6x | 23x | 0.7x |
| Tue, 14 May 2024 | ฿1.6t | ฿2.1t | ฿59.9b | 20.5x | 26.5x | 0.7x |
| Thu, 11 Apr 2024 | ฿1.7t | ฿2.1t | ฿60.0b | 20.7x | 27.7x | 0.8x |
| Sat, 09 Mar 2024 | ฿1.6t | ฿2.1t | ฿60.0b | 20.8x | 27.4x | 0.8x |
| Mon, 05 Feb 2024 | ฿1.6t | ฿2.2t | ฿63.1b | 21.1x | 25.6x | 0.7x |
| Wed, 03 Jan 2024 | ฿1.7t | ฿2.2t | ฿62.9b | 21.1x | 27.1x | 0.8x |
| Fri, 01 Dec 2023 | ฿1.6t | ฿2.2t | ฿62.9b | 21.4x | 26.1x | 0.8x |
| Sun, 29 Oct 2023 | ฿1.6t | ฿2.2t | ฿63.3b | 20.7x | 25.7x | 0.8x |
| Tue, 26 Sep 2023 | ฿1.8t | ฿2.2t | ฿63.3b | 24.3x | 27.7x | 0.8x |
| Thu, 24 Aug 2023 | ฿1.8t | ฿2.2t | ฿62.9b | 24.6x | 28.7x | 0.8x |
| Sat, 22 Jul 2023 | ฿1.8t | ฿2.2t | ฿67.6b | 21.5x | 26.6x | 0.8x |
| Mon, 19 Jun 2023 | ฿1.9t | ฿2.2t | ฿67.6b | 23.6x | 27.6x | 0.9x |
| Wed, 17 May 2023 | ฿1.9t | ฿2.1t | ฿63.5b | 24.3x | 30.4x | 0.9x |
| Fri, 14 Apr 2023 | ฿1.9t | ฿2.1t | ฿62.2b | 24.6x | 30.8x | 0.9x |
| Sun, 12 Mar 2023 | ฿1.9t | ฿2.1t | ฿61.5b | 24.5x | 31.5x | 0.9x |
| Tue, 07 Feb 2023 | ฿2.0t | ฿2.0t | ฿58.7b | 23.6x | 33.8x | 1x |
| Thu, 05 Jan 2023 | ฿2.0t | ฿2.0t | ฿59.0b | 23.6x | 34.4x | 1x |
| Sat, 03 Dec 2022 | ฿1.9t | ฿2.0t | ฿58.9b | 22.5x | 32.9x | 1x |
| Mon, 31 Oct 2022 | ฿1.9t | ฿1.8t | ฿47.3b | 23.5x | 39.6x | 1.1x |
| Wed, 28 Sep 2022 | ฿1.9t | ฿1.8t | ฿46.3b | 23.4x | 40.2x | 1x |
| Fri, 26 Aug 2022 | ฿1.9t | ฿1.8t | ฿49.5b | 23.3x | 38.7x | 1.1x |
Price to Earnings Ratio
38.7x
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 16.8x which is lower than its 3-year average PE of 25.9x.
- The industry is trading close to its 3-year average PS ratio of 0.76x.
Past Earnings Growth
- The earnings for companies in the Consumer Discretionary industry have grown 9.1% per year over the last three years.
- Revenues for these companies have grown 7.6% 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 | 0.00% | |
| Consumer Discretionary | -1.15% | |
| Retail Distributors | 1.85% | |
| Hospitality | 0.72% | |
| Online Retail and Ecommerce | 0% | 0 |
| Specialty Stores | -0.34% | |
| Consumer Services | -0.52% | |
| Luxury | -1.21% | |
| Consumer Durables | -1.43% | |
| Auto Components | -3.05% | |
| General Merchandise and Department Stores | -8.36% | |
Industry PE
- Investors are most optimistic about the Luxury industry which is trading above its 3-year average PE ratio of 21.9x.
- Analysts are expecting annual earnings growth of 4.4%, which is higher than its past year's earnings decline of 19.1% per year.
Forecasted Growth
- Analysts are most optimistic on the Hospitality industry, expecting annual earnings growth of 15% over the next 5 years.
- This is roughly in line with its past earnings growth rate.
- In contrast, the Luxury industry is expected to see its earnings grow by 4.4% 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 | ฿2.36 | 4.4% +฿3.2b | -28.0% | PE11.9x | |
| COM7 Com7 | ฿24.50 | 4.7% +฿2.6b | 9.9% | PE15.8x | |
| OR PTT Oil and Retail Business | ฿13.10 | 1.6% +฿2.4b | -10.3% | PE19.6x | |
| ERW Erawan Group | ฿2.70 | 11.6% +฿1.4b | -26.2% | PE14.5x | |
| ICC I.C.C. International | ฿25.00 | 5.5% +฿650.0m | 12.3% | PE16.8x |