Narrative Update • Aug 14
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Thai (SET) Consumer Discretionary Sector Analysis
UpdatedAug 16, 2026
DataAggregated Company Financials
Companies122
- 7D-1.0%
- 3M12.3%
- 1Y7.5%
- YTD12.3%
The Consumer Discretionary is pretty flat in the last 7 days, but Central Plaza Hotel has stood out, gaining 9.8%. As for the the longer term, the industry is up 7.5% over the past 12 months. Looking forward, earnings are forecast to grow by 13% 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 |
|---|---|---|---|---|---|---|
| Sun, 16 Aug 2026 | ฿1.2t | ฿2.2t | ฿63.7b | 13.1x | 19.2x | 0.6x |
| Tue, 14 Jul 2026 | ฿1.2t | ฿2.1t | ฿66.0b | 12.4x | 18.1x | 0.6x |
| Thu, 11 Jun 2026 | ฿1.1t | ฿2.1t | ฿65.7b | 11.9x | 16.8x | 0.5x |
| Sat, 09 May 2026 | ฿1.1t | ฿2.2t | ฿66.2b | 12.6x | 16.2x | 0.5x |
| Mon, 06 Apr 2026 | ฿1.1t | ฿2.2t | ฿67.1b | 12.7x | 16x | 0.5x |
| Wed, 04 Mar 2026 | ฿1.1t | ฿2.2t | ฿66.1b | 13.2x | 17x | 0.5x |
| Fri, 30 Jan 2026 | ฿1.1t | ฿2.2t | ฿69.5b | 13.3x | 15.9x | 0.5x |
| Sun, 28 Dec 2025 | ฿1.1t | ฿2.2t | ฿69.2b | 13.8x | 15.6x | 0.5x |
| Tue, 25 Nov 2025 | ฿1.1t | ฿2.2t | ฿69.4b | 12.9x | 15.1x | 0.5x |
| Thu, 23 Oct 2025 | ฿1.1t | ฿2.2t | ฿62.5b | 14.1x | 17.6x | 0.5x |
| Sat, 20 Sep 2025 | ฿1.1t | ฿2.2t | ฿62.6b | 15.1x | 18.3x | 0.5x |
| Mon, 18 Aug 2025 | ฿1.1t | ฿2.2t | ฿64.1b | 14.4x | 16.8x | 0.5x |
| Wed, 16 Jul 2025 | ฿1.0t | ฿2.2t | ฿68.9b | 11.7x | 15.1x | 0.5x |
| Fri, 13 Jun 2025 | ฿993.0b | ฿2.2t | ฿69.0b | 11.4x | 14.4x | 0.4x |
| Sun, 11 May 2025 | ฿1.1t | ฿2.2t | ฿68.5b | 13.1x | 16x | 0.5x |
| Tue, 08 Apr 2025 | ฿1.1t | ฿2.2t | ฿67.0b | 12.7x | 16.8x | 0.5x |
| Thu, 06 Mar 2025 | ฿1.2t | ฿2.2t | ฿67.6b | 14.6x | 18.4x | 0.6x |
| Sat, 01 Feb 2025 | ฿1.2t | ฿2.2t | ฿59.4b | 14.7x | 21x | 0.6x |
| Mon, 30 Dec 2024 | ฿1.4t | ฿2.2t | ฿59.5b | 17.1x | 23.7x | 0.7x |
| Wed, 27 Nov 2024 | ฿1.5t | ฿2.2t | ฿59.8b | 18.1x | 24.4x | 0.7x |
| Fri, 25 Oct 2024 | ฿1.5t | ฿2.2t | ฿68.3b | 17.6x | 21.6x | 0.7x |
| Sun, 22 Sep 2024 | ฿1.6t | ฿2.2t | ฿68.2b | 18.5x | 22.8x | 0.7x |
| Tue, 20 Aug 2024 | ฿1.4t | ฿2.2t | ฿67.9b | 16.9x | 20x | 0.6x |
| Thu, 18 Jul 2024 | ฿1.5t | ฿2.1t | ฿63.8b | 19.1x | 23.2x | 0.7x |
| Sat, 15 Jun 2024 | ฿1.5t | ฿2.1t | ฿63.7b | 19.6x | 23x | 0.7x |
| Mon, 13 May 2024 | ฿1.6t | ฿2.1t | ฿60.0b | 20.3x | 26.4x | 0.7x |
| Wed, 10 Apr 2024 | ฿1.7t | ฿2.1t | ฿60.0b | 20.8x | 27.7x | 0.8x |
| Fri, 08 Mar 2024 | ฿1.6t | ฿2.1t | ฿60.0b | 20.8x | 27.3x | 0.8x |
| Sun, 04 Feb 2024 | ฿1.6t | ฿2.2t | ฿63.1b | 21.1x | 25.6x | 0.7x |
| Tue, 02 Jan 2024 | ฿1.7t | ฿2.2t | ฿62.9b | 21x | 26.7x | 0.8x |
| Thu, 30 Nov 2023 | ฿1.7t | ฿2.2t | ฿62.9b | 21.4x | 26.3x | 0.8x |
| Sat, 28 Oct 2023 | ฿1.6t | ฿2.2t | ฿63.3b | 20.7x | 25.5x | 0.7x |
| Mon, 25 Sep 2023 | ฿1.8t | ฿2.2t | ฿63.3b | 24.1x | 28x | 0.8x |
| Wed, 23 Aug 2023 | ฿1.8t | ฿2.2t | ฿62.9b | 24.4x | 28.7x | 0.8x |
Price to Earnings Ratio
28.7x
Current Industry PE
- Investors are relatively neutral on the Thai Consumer Discretionary industry at the moment, indicating that they anticipate long term growth rates to remain steady.
- The industry is trading close to its 3-year average PE ratio of 20.7x.
- The industry is trading close to its 3-year average PS ratio of 0.61x.
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 | -0.17% | |
| Consumer Discretionary | -0.97% | |
| Hospitality | 1.30% | |
| Auto Components | 0.47% | |
| Luxury | 0.45% | |
| Online Retail and Ecommerce | 0% | 0 |
| Retail Distributors | -1.07% | |
| General Merchandise and Department Stores | -1.89% | |
| Consumer Durables | -1.93% | |
| Specialty Stores | -2.44% | |
| Consumer Services | -4.94% | |
Industry PE
- Investors are most optimistic about the Luxury industry which is trading above its 3-year average PE ratio of 26.5x.
- Analysts are expecting annual earnings growth of 7.5%, which is higher than its past year's earnings decline of 24.5% per year.
Forecasted Growth
- Analysts are most optimistic on the Auto Components industry, expecting annual earnings growth of 27% over the next 5 years.
- This is better than its past earnings decline of 2.1% per year.
- In contrast, the Consumer Services 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?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| CENTEL Central Plaza Hotel | ฿42.00 | 9.8% +฿5.1b | 61.5% | PE16.5x | |
| AWC Asset World Corp | ฿3.02 | 1.3% +฿1.3b | 23.8% | PE15.1x | |
| HMPRO Home Product Center | ฿6.70 | 0.8% +฿645.4m | -2.2% | PE14.6x | |
| OHTL OHTL | ฿289.00 | 12.0% +฿468.0m | 5.1% | PE13.9x | |
| STA Sri Trang Agro-Industry | ฿18.60 | 1.6% +฿460.8m | 56.3% | PS0.3x |