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Thai (SET) Consumer Discretionary Sector Analysis

UpdatedMar 16, 2026
DataAggregated Company Financials
Companies122
  • 7D-0.04%
  • 3M-1.9%
  • 1Y-13.7%
  • YTD-2.4%

The Consumer Discretionary is pretty flat in the last 7 days, but Minor International has stood out, gaining 9.0%. As for the longer term, the industry has declined 14% in the last year. Looking forward, earnings are forecast to grow by 10% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 17 Mar 2026฿1.1t฿2.2t฿67.3b12.9x15.7x0.5x
Thu, 12 Feb 2026฿1.2t฿2.2t฿69.4b13.9x16.9x0.5x
Sat, 10 Jan 2026฿1.1t฿2.2t฿69.2b13.5x15.6x0.5x
Mon, 08 Dec 2025฿1.1t฿2.2t฿69.5b13.1x15.5x0.5x
Wed, 05 Nov 2025฿1.1t฿2.2t฿62.7b13.4x16.9x0.5x
Fri, 03 Oct 2025฿1.1t฿2.2t฿62.6b15.2x18.1x0.5x
Sun, 31 Aug 2025฿1.1t฿2.2t฿64.0b14.6x17x0.5x
Tue, 29 Jul 2025฿1.1t฿2.2t฿69.0b11.8x15.5x0.5x
Thu, 26 Jun 2025฿958.2b฿2.2t฿68.9b11x13.9x0.4x
Sat, 24 May 2025฿1.0t฿2.2t฿69.0b11.3x15.1x0.5x
Mon, 21 Apr 2025฿1.1t฿2.2t฿67.0b12.6x17.1x0.5x
Wed, 19 Mar 2025฿1.2t฿2.2t฿67.7b14.2x17.1x0.5x
Fri, 14 Feb 2025฿1.2t฿2.2t฿62.1b14.9x19.9x0.6x
Sun, 12 Jan 2025฿1.3t฿2.2t฿59.5b15.4x22.1x0.6x
Tue, 10 Dec 2024฿1.5t฿2.2t฿59.7b17.7x24.3x0.7x
Thu, 07 Nov 2024฿1.5t฿2.2t฿67.9b17.4x21.6x0.7x
Sat, 05 Oct 2024฿1.5t฿2.2t฿68.2b17.8x22.3x0.7x
Mon, 02 Sep 2024฿1.4t฿2.2t฿68.2b17.3x20.8x0.7x
Wed, 31 Jul 2024฿1.5t฿2.1t฿63.8b17.7x22.7x0.7x
Fri, 28 Jun 2024฿1.5t฿2.1t฿63.8b19.6x23x0.7x
Sun, 26 May 2024฿1.6t฿2.1t฿62.9b20.4x24.8x0.7x
Tue, 23 Apr 2024฿1.6t฿2.1t฿60.0b20.3x26.2x0.7x
Thu, 21 Mar 2024฿1.6t฿2.1t฿60.0b21.3x27.4x0.8x
Sat, 17 Feb 2024฿1.6t฿2.1t฿62.1b20.5x26x0.8x
Mon, 15 Jan 2024฿1.7t฿2.2t฿62.9b21.4x26.6x0.8x
Wed, 13 Dec 2023฿1.6t฿2.2t฿62.9b21.2x26x0.8x
Fri, 10 Nov 2023฿1.6t฿2.1t฿61.5b21.6x26.6x0.8x
Sun, 08 Oct 2023฿1.7t฿2.2t฿63.3b23x26.6x0.8x
Tue, 05 Sep 2023฿1.8t฿2.2t฿63.2b25x28.8x0.8x
Thu, 03 Aug 2023฿1.8t฿2.2t฿67.4b21.5x26.7x0.8x
Sat, 01 Jul 2023฿1.8t฿2.2t฿67.6b22.2x27x0.8x
Mon, 29 May 2023฿1.9t฿2.2t฿67.5b24.3x27.9x0.9x
Wed, 26 Apr 2023฿1.9t฿2.1t฿62.2b23.9x29.8x0.9x
Fri, 24 Mar 2023฿1.9t฿2.1t฿62.2b25.3x31.2x0.9x
Price to Earnings Ratio

31.2x


Total Market Cap: ฿1.9tTotal Earnings: ฿62.2bTotal Revenue: ฿2.1tTotal Market Cap vs Earnings and Revenue0%0%0%
Thai Consumer Discretionary Sector Price to Earnings3Y Average 22.1x202420252026
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 15.7x which is lower than its 3-year average PE of 22.2x.
  • The industry is trading close to its 3-year average PS ratio of 0.66x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have grown 6.8% per year over the last three years.
  • Revenues for these companies have grown 5.6% 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-0.064%
Consumer Discretionary-0.036%
General Merchandise and Department Stores3.27%
Consumer Durables1.10%
Auto Components0.064%
Online Retail and Ecommerce0%0
Hospitality-0.13%
Specialty Stores-0.58%
Retail Distributors-0.75%
Luxury-1.15%
Consumer Services-2.47%
Industry PE
  • Investors are most optimistic about the Luxury industry which is trading above its 3-year average PE ratio of 24.4x.
    • Analysts are expecting annual earnings growth of 9.3%, 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 7.1% 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
MINT Minor International฿22.909.0%
+฿10.7b		-16.7%PE17.7x
CRC Central Retail Corporation฿18.703.9%
+฿4.2b		-30.1%PE16.8x
COM7 Com7฿23.906.2%
+฿3.3b		21.9%PE13.9x
STA Sri Trang Agro-Industry฿16.104.5%
+฿1.1b		8.1%PS0.2x
AURA Aurora Design฿13.605.4%
+฿935.1m		-18.1%PE12.4x

Latest News

STA
฿16.10
Sri Trang Agro-Industry
7D
4.5%
1Y
8.1%
ERW
฿2.56
Erawan Group
7D
-2.3%
1Y
-15.8%

ERW: Higher Discount Rate And Dividend Plan Will Shape Balanced Outlook

Analysts have adjusted their view on Erawan Group, with the THB price target now reflecting a slightly higher discount rate, a more conservative revenue growth outlook, stronger projected profit margins, and a lower future P/E. Together, these factors point to a more earnings-focused rationale behind the updated valuation.
MINT
฿22.90
Minor International
7D
9.0%
1Y
-16.7%

MINT: Planned REIT Listing And Dividend Will Support Future Shareholder Returns

Analysts have nudged their average price target for Minor International slightly higher to THB34.67 from THB34.58, reflecting updated assumptions around discount rates, modest changes in revenue growth, slightly softer profit margins and a marginally higher future P/E multiple. What's in the News A board meeting has been scheduled for February 24, 2026 to consider dividend payment for the 2025 year, director reelection, an increase in the number of board members, directors’ remuneration for 2026, the AGM, and other matters (Key Developments).
CENTEL
฿33.00
Central Plaza Hotel
7D
-0.8%
1Y
-0.8%
AWC
฿2.04
Asset World Corp
7D
-1.0%
1Y
-27.7%
M
฿19.20
MK Restaurant Group
7D
-2.0%
1Y
-4.0%
AURA
฿13.60
Aurora Design
7D
5.4%
1Y
-18.1%
SINGER
฿5.45
Singer Thailand
7D
5.8%
1Y
-15.5%
CRC
฿18.70
Central Retail Corporation
7D
3.9%
1Y
-30.1%
MRDIYT
฿9.00
MR. D.I.Y. Holding (Thailand)
7D
0.6%
1Y
n/a
SISB
฿10.70
SISB
7D
-2.7%
1Y
-40.9%
HMPRO
฿6.15
Home Product Center
7D
-4.7%
1Y
-20.1%
COM7
฿23.90
Com7
7D
6.2%
1Y
21.9%
PTG
฿7.90
PTG Energy
7D
-7.1%
1Y
17.0%
GLOBAL
฿6.25
Siam Global House
7D
-3.1%
1Y
-11.2%
STANLY
฿197.00
Thai Stanley Electric
7D
1.5%
1Y
-10.9%