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Thai (SET) Consumer Discretionary Sector Analysis

UpdatedMar 26, 2024
DataAggregated Company Financials
Companies120
  • 7D-1.9%
  • 3M-1.6%
  • 1Y-17.3%
  • YTD-3.7%

Over the last 7 days, the Consumer Discretionary industry has remained flat. Unfortunately though, the industry is down 16% over the past 12 months. Looking forward, earnings are forecast to grow by 17% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 26 Mar 2024฿1.6t฿2.1t฿60.0b21.1x27.1x0.8x
Thu, 22 Feb 2024฿1.6t฿2.1t฿60.7b20.3x26.9x0.8x
Sat, 20 Jan 2024฿1.6t฿2.2t฿62.9b21.3x25.4x0.7x
Mon, 18 Dec 2023฿1.7t฿2.2t฿62.9b21.2x26.3x0.8x
Wed, 15 Nov 2023฿1.6t฿2.2t฿62.5b22.4x26.1x0.8x
Fri, 13 Oct 2023฿1.7t฿2.2t฿63.3b23.1x26.7x0.8x
Sun, 10 Sep 2023฿1.8t฿2.2t฿63.2b25.3x28.9x0.8x
Tue, 08 Aug 2023฿1.8t฿2.2t฿67.4b21.7x26.3x0.8x
Thu, 06 Jul 2023฿1.8t฿2.2t฿67.6b22.4x26.9x0.8x
Sat, 03 Jun 2023฿1.9t฿10.9t฿227.0b23.9x8.2x0.2x
Mon, 01 May 2023฿1.9t฿2.1t฿62.9b23.9x30.1x0.9x
Wed, 29 Mar 2023฿2.0t฿2.1t฿62.2b24.9x31.3x0.9x
Fri, 24 Feb 2023฿2.0t฿2.0t฿54.5b23.6x36.9x1x
Sun, 22 Jan 2023฿2.0t฿2.0t฿58.9b24x33.5x1x
Tue, 20 Dec 2022฿1.9t฿2.0t฿59.0b22.5x33x1x
Thu, 17 Nov 2022฿1.9t฿1.9t฿56.5b21.9x33.5x1x
Sat, 15 Oct 2022฿1.8t฿1.8t฿46.3b22.6x39.2x1x
Mon, 12 Sep 2022฿1.9t฿1.8t฿46.3b24.2x41.4x1.1x
Wed, 10 Aug 2022฿1.9t฿1.6t฿33.2b25.9x56.1x1.1x
Fri, 08 Jul 2022฿1.8t฿1.6t฿33.4b23.6x53x1.1x
Sun, 05 Jun 2022฿1.9t฿1.6t฿33.3b24.6x57.8x1.2x
Tue, 03 May 2022฿2.0t฿1.5t฿29.8b25.6x65.5x1.3x
Thu, 31 Mar 2022฿2.0t฿1.5t฿29.7b26.2x66x1.3x
Sat, 26 Feb 2022฿1.9t฿1.5t฿21.7b23.3x86.2x1.3x
Mon, 24 Jan 2022฿1.8t฿1.4t฿22.6b25.2x80.8x1.3x
Wed, 22 Dec 2021฿1.8t฿1.4t฿22.6b24.7x80.1x1.3x
Fri, 19 Nov 2021฿1.9t฿1.4t฿22.9b22.9x81.5x1.3x
Sun, 17 Oct 2021฿1.9t฿1.4t฿21.5b23.5x86.8x1.4x
Tue, 14 Sep 2021฿1.8t฿1.4t฿21.5b22.6x85.3x1.3x
Thu, 12 Aug 2021฿1.7t฿1.4t฿21.5b22.8x80.4x1.3x
Mon, 07 Jun 2021฿1.8t฿1.3t฿1.7b27.8x1068.8x1.4x
Price to Earnings Ratio

1142.1x


Total Market Cap: ฿1.9tTotal Earnings: ฿1.7bTotal Revenue: ฿1.3tTotal Market Cap vs Earnings and Revenue0%0%0%
Thai Consumer Discretionary Sector Price to Earnings3Y Average 135.7x202220232024
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 27.5x which is lower than its 3-year average PE of 136x.
  • The 3-year average PS ratio of 1.1x is higher than the industry's current PS ratio of 0.77x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have grown 231% per year over the last three years.
  • Revenues for these companies have grown 19% 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-0.99%
Consumer Discretionary-1.95%
Consumer Durables0.21%
Auto0%
Leisure0%
Online Retail and Ecommerce0%
Hospitality-0.048%
Retail Distributors-0.19%
Luxury-0.34%
Auto Components-1.66%
Specialty Stores-2.89%
Consumer Services-3.54%
General Merchandise and Department Stores-4.02%
Industry PE
  • Investors are most optimistic about the Consumer Services industry even though it's trading below its 3-year average PE ratio of 102x.
    • Analysts are expecting annual earnings growth of 21.2%, which is lower than the prior year's growth of 57.7% per year.
  • Investors are most pessimistic about the Retail Distributors industry, which is trading below its 3-year average of 16.9x.
Forecasted Growth
  • Analysts are most optimistic on the Auto Components industry, expecting annual earnings growth of 44% over the next 5 years.
  • This is better than its past earnings decline of 8.5% per year.
  • In contrast, the Luxury industry is expected to see its earnings grow by 12% 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฿4.064.6%
+฿5.8b
-30.0%PE25.5x
CENTEL Central Plaza Hotel฿43.752.3%
+฿1.4b
-22.2%PE47.3x
COM7 Com7฿19.001.1%
+฿477.0m
-39.7%PE15.9x
ICC I.C.C. International฿46.503.3%
+฿436.0m
35.8%PE15.1x
WACOAL Thai Wacoal฿34.2511.4%
+฿420.0m
-2.8%PE52.4x
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Latest News

COM7

฿19.00

Com7

7D

1.1%

1Y

-39.7%

WARRIX

฿6.00

Warrix Sport

7D

10.1%

1Y

-46.9%

WACOAL

฿34.25

Thai Wacoal

7D

11.4%

1Y

-2.8%

CENTEL

฿43.75

Central Plaza Hotel

7D

2.3%

1Y

-22.2%

CRC

฿36.25

Central Retail Corporation

7D

-2.7%

1Y

-19.4%

SISB

฿40.00

SISB

7D

-9.6%

1Y

37.9%

ILM

฿21.40

Index Living Mall

7D

0.9%

1Y

0%

AWC

฿4.06

Asset World Corp

7D

4.6%

1Y

-30.0%

ICC

฿46.50

I.C.C. International

7D

3.3%

1Y

35.8%

HMPRO

฿10.70

Home Product Center

7D

-0.9%

1Y

-25.7%

MINT

฿32.50

Minor International

7D

-1.5%

1Y

0%

DOHOME

฿10.90

Dohome

7D

-2.7%

1Y

-22.5%

STA

฿19.90

Sri Trang Agro-Industry

7D

-4.3%

1Y

-10.8%

OR

฿17.90

PTT Oil and Retail Business

7D

-0.6%

1Y

-15.2%

GLOBAL

฿16.50

Siam Global House

7D

-2.4%

1Y

-10.6%

STANLY

฿212.00

Thai Stanley Electric

7D

1.0%

1Y

17.8%