Header cover image

Thai (SET) Consumer Discretionary Sector Analysis

UpdatedNov 28, 2022
DataAggregated Company Financials
Companies112
  • 7D1.2%
  • 3M0.6%
  • 1Y5.1%
  • YTD1.8%

Asset World Corp is up 1.6%, leading the way for the Consumer Discretionary industry, which has gained 1.2%. This takes the industry's 12 month performance to a gain of 5.1%. Earnings are forecast to grow by 25% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 29 Nov 2022฿1.9t฿1.9t฿58.2b22.7x32.7x1x
Thu, 27 Oct 2022฿1.9t฿1.8t฿47.0b22x39.7x1x
Sat, 24 Sep 2022฿1.9t฿1.8t฿46.3b23.5x40.4x1.1x
Mon, 22 Aug 2022฿1.9t฿1.8t฿49.5b25x38.3x1.1x
Wed, 20 Jul 2022฿1.7t฿1.6t฿33.4b23.4x52.2x1.1x
Fri, 17 Jun 2022฿1.8t฿1.6t฿33.4b26.1x53.8x1.1x
Sun, 15 May 2022฿1.9t฿1.6t฿29.3b24.1x63.7x1.2x
Tue, 12 Apr 2022฿2.0t฿1.5t฿29.6b25.1x66.2x1.3x
Thu, 10 Mar 2022฿1.9t฿1.5t฿29.7b24.5x63.6x1.3x
Sat, 05 Feb 2022฿1.8t฿1.4t฿22.6b26.3x80.8x1.3x
Mon, 03 Jan 2022฿1.8t฿1.4t฿22.6b25.6x81x1.3x
Wed, 01 Dec 2021฿1.7t฿1.4t฿22.6b24.7x76.1x1.2x
Fri, 29 Oct 2021฿1.8t฿1.4t฿21.0b22.9x87x1.3x
Sun, 26 Sep 2021฿1.8t฿1.4t฿21.5b22.5x85x1.3x
Tue, 24 Aug 2021฿1.8t฿1.4t฿21.5b22.6x84.6x1.3x
Wed, 30 Jun 2021฿1.8t฿1.4t฿21.5b24.2x85.4x1.3x
Sat, 03 Apr 2021฿1.9t฿1.3t฿1.7b25.7x1142.1x1.5x
Tue, 05 Jan 2021฿1.2t฿857.3b-฿7,849,218,611.0022.1x-157.1x1.4x
Fri, 09 Oct 2020฿1.2t฿890.3b฿8.1b24.5x143.1x1.3x
Thu, 02 Jul 2020฿1.2t฿933.5b฿21.8b23.9x54.1x1.3x
Sun, 05 Apr 2020฿885.1b฿1.0t฿45.1b14.8x19.6x0.9x
Wed, 08 Jan 2020฿1.1t฿809.9b฿39.5b17.2x28.8x1.4x
Price to Earnings Ratio

32.1x


Total Market Cap: ฿1.2tTotal Earnings: ฿37.1bTotal Revenue: ฿806.0bTotal Market Cap vs Earnings and Revenue0%0%0%
Thai Consumer Discretionary Sector Price to Earnings3Y Average 185.5x202020212022
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 32.7x which is lower than its 3-year average PE of 186x.
  • The 3-year average PS ratio of 1.3x is higher than the industry's current PS ratio of 0.98x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have grown 16% per year over the last three years.
  • Revenues for these companies have grown 34% 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 Market0.16%
Consumer Discretionary1.15%
Hospitality3.32%
General Merchanise and Department Stores1.75%
Auto Components1.53%
Retail Distributors0.83%
Luxury0.38%
Online Retail and Ecommerce0.077%
Auto0%
Leisure0%
Specialty Stores-0.48%
Consumer Services-0.92%
Consumer Durables-1.15%
Industry PE
  • Investors are most optimistic about the Hospitality industry which is trading above its 3-year average PE ratio.
    • Analysts are expecting annual earnings growth of 52.0%, which is lower than the prior year's growth of 106.6% per year.
Forecasted Growth
  • Analysts are most optimistic on the Consumer Services industry, expecting annual earnings growth of 52% over the next 5 years.
  • This is better than its past earnings decline of 0.7% per year.
  • In contrast, the Auto Components industry is expected to see its earnings decline by 7.7% 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
AWC Asset World Corp฿6.251.6%
+฿3.2b
48.1%PE58.6x
CENTEL Central Plaza Hotel฿48.504.3%
+฿2.7b
56.5%PE1243.9x
AH AAPICO Hitech฿35.2514.6%
+฿1.6b
51.9%PE8.1x
SNP S&P Syndicate฿18.5013.5%
+฿1.1b
17.1%PE21.1x
ILM Index Living Mall฿19.107.3%
+฿656.5m
7.9%PE15.4x
Simply Wall Street Pty Ltd (ACN 600 056 611), is a Corporate Authorised Representative (Authorised Representative Number: 467183) of Sanlam Private Wealth Pty Ltd (AFSL No. 337927). Any advice contained in this website is general advice only and has been prepared without considering your objectives, financial situation or needs. You should not rely on any advice and/or information contained in this website and before making any investment decision we recommend that you consider whether it is appropriate for your situation and seek appropriate financial, taxation and legal advice. Please read our Financial Services Guide before deciding whether to obtain financial services from us.

Latest News

GLOBAL

฿19.50

Siam Global House

7D

-1.5%

1Y

6.0%

PTG

฿14.60

PTG Energy

7D

2.1%

1Y

1.4%

SISB

฿19.20

SISB

7D

-6.3%

1Y

102.1%

AH

฿35.25

AAPICO Hitech

7D

14.6%

1Y

51.9%

STANLY

฿187.00

Thai Stanley Electric

7D

3.9%

1Y

6.9%

SNP

฿18.50

S&P Syndicate

7D

13.5%

1Y

17.1%

SINGER

฿30.25

Singer Thailand

7D

-6.2%

1Y

-37.6%

SAT

฿22.30

Somboon Advance Technology

7D

6.7%

1Y

3.7%

MINT

฿29.75

Minor International

7D

-1.7%

1Y

5.3%

M

฿55.50

MK Restaurant Group

7D

-3.9%

1Y

7.8%

ILM

฿19.10

Index Living Mall

7D

7.3%

1Y

7.9%

HMPRO

฿14.30

Home Product Center

7D

-3.4%

1Y

2.9%

DOHOME

฿13.70

Dohome

7D

-2.1%

1Y

-27.6%

CRC

฿42.25

Central Retail Corporation

7D

-0.6%

1Y

28.0%

CENTEL

฿48.50

Central Plaza Hotel

7D

4.3%

1Y

56.5%

AWC

฿6.25

Asset World Corp

7D

1.6%

1Y

48.1%