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Thai (SET) Consumer Discretionary Sector Analysis

UpdatedMar 26, 2026
DataAggregated Company Financials
Companies122
  • 7D-1.1%
  • 3M-3.3%
  • 1Y-13.5%
  • YTD-3.2%

In the last week, the Consumer Discretionary industry is down 1.1% with Siam Global House down the most at 9.3%. However, the industry is down 13% over the past year. 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
Fri, 27 Mar 2026฿1.1t฿2.2t฿67.3b12.7x15.6x0.5x
Sun, 22 Feb 2026฿1.2t฿2.2t฿66.7b14.7x18.1x0.6x
Tue, 20 Jan 2026฿1.1t฿2.2t฿69.3b13.4x15.6x0.5x
Thu, 18 Dec 2025฿1.1t฿2.2t฿69.2b13.2x15.6x0.5x
Sat, 15 Nov 2025฿1.1t฿2.2t฿69.5b12.4x15.3x0.5x
Mon, 13 Oct 2025฿1.1t฿2.2t฿62.3b15x17.6x0.5x
Wed, 10 Sep 2025฿1.2t฿2.2t฿62.5b15.4x18.6x0.5x
Fri, 08 Aug 2025฿1.1t฿2.2t฿68.6b12.5x16x0.5x
Sun, 06 Jul 2025฿990.8b฿2.2t฿68.9b11.8x14.4x0.4x
Tue, 03 Jun 2025฿1.0t฿2.2t฿69.0b11.3x14.8x0.5x
Thu, 01 May 2025฿1.2t฿2.2t฿66.8b12.9x17.3x0.5x
Sat, 29 Mar 2025฿1.2t฿2.2t฿67.0b13.8x17.3x0.5x
Mon, 24 Feb 2025฿1.3t฿2.2t฿66.6b15.4x19.3x0.6x
Wed, 22 Jan 2025฿1.3t฿2.2t฿59.5b15x21.8x0.6x
Fri, 20 Dec 2024฿1.4t฿2.2t฿59.5b16.5x23.2x0.6x
Sun, 17 Nov 2024฿1.4t฿2.2t฿60.5b17.9x23.6x0.7x
Tue, 15 Oct 2024฿1.5t฿2.2t฿68.3b17.7x22.5x0.7x
Thu, 12 Sep 2024฿1.5t฿2.2t฿68.2b17.6x22x0.7x
Sat, 10 Aug 2024฿1.3t฿2.1t฿63.2b16.6x20.6x0.6x
Mon, 08 Jul 2024฿1.5t฿2.1t฿63.8b19.3x23.2x0.7x
Wed, 05 Jun 2024฿1.5t฿2.1t฿64.2b19.4x23.8x0.7x
Fri, 03 May 2024฿1.6t฿2.1t฿59.9b20.3x26.5x0.7x
Sun, 31 Mar 2024฿1.6t฿2.1t฿60.1b21.1x27.2x0.8x
Tue, 27 Feb 2024฿1.6t฿2.1t฿61.4b20.4x26.7x0.8x
Thu, 25 Jan 2024฿1.6t฿2.2t฿62.9b21.6x25.6x0.7x
Sat, 23 Dec 2023฿1.7t฿2.2t฿62.9b20.9x26.4x0.8x
Mon, 20 Nov 2023฿1.7t฿2.2t฿63.3b22.5x26.4x0.8x
Wed, 18 Oct 2023฿1.7t฿2.2t฿63.3b23.1x26.7x0.8x
Fri, 15 Sep 2023฿1.8t฿2.2t฿63.2b24.7x28.5x0.8x
Sun, 13 Aug 2023฿1.8t฿2.1t฿62.4b22.8x28.5x0.8x
Tue, 11 Jul 2023฿1.8t฿2.2t฿67.6b22.1x26.5x0.8x
Thu, 08 Jun 2023฿1.8t฿2.2t฿67.5b23.9x27.3x0.9x
Sat, 06 May 2023฿1.9t฿2.1t฿62.9b23.6x30.4x0.9x
Mon, 03 Apr 2023฿1.9t฿2.1t฿62.2b24.6x31.3x0.9x
Price to Earnings Ratio

31.3x


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 22x202420252026
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 15.6x which is lower than its 3-year average PE of 22.0x.
  • The industry is trading close to its 3-year average PS ratio of 0.65x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have grown 2.7% per year over the last three years, while revenues have remained mostly flat.
  • This means that companies overall are more efficiently conducting business since profits are increasing while sales have been flat.

Industry Trends

Which industries have driven the changes within the Thai Consumer Discretionary sector?

TH Market1.17%
Consumer Discretionary-1.08%
Hospitality0.96%
Auto Components0.26%
Consumer Durables0.23%
Online Retail and Ecommerce0%0
Retail Distributors-1.44%
Luxury-1.49%
Specialty Stores-2.24%
General Merchandise and Department Stores-2.61%
Consumer Services-3.12%
Industry PE
  • Investors are most optimistic about the Luxury industry which is trading above its 3-year average PE ratio of 24.6x.
    • 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 29% 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 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?

CompanyLast Price7D1YValuation
OR PTT Oil and Retail Business฿12.3010.8%
+฿14.4b		7.9%PE13.1x
MINT Minor International฿21.502.9%
+฿3.3b		-19.6%PE16.6x
CENTEL Central Plaza Hotel฿33.757.1%
+฿3.0b		9.8%PE22.9x
CRC Central Retail Corporation฿18.302.2%
+฿2.4b		-28.9%PE16.4x
AWC Asset World Corp฿2.063.5%
+฿2.2b		-20.8%PE10.3x

Latest News

GLOBAL
฿5.50
Siam Global House
7D
-6.8%
1Y
-17.3%
MINT
฿21.50
Minor International
7D
2.9%
1Y
-19.6%

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

Analysts have slightly reduced their price target for Minor International to THB34.22 from THB34.67, reflecting updated assumptions around the discount rate, revenue growth, profit margin and future P/E multiples. What's in the News Board meeting scheduled for February 13, 2026, to consider proposing the 2025 financial statements and auditor's report to the Annual General Meeting, along with other business items (Board Meeting).
CRC
฿18.30
Central Retail Corporation
7D
2.2%
1Y
-28.9%

CRC: Upcoming Dividend And Higher Fair Value Will Support Renewed Optimism

Analysts have nudged their fair value estimate for Central Retail Corporation slightly higher to THB22.25 per share, reflecting updated assumptions on revenue growth, profit margins, and a modestly lower discount rate in their valuation models. What's in the News A board meeting is scheduled for February 27, 2026.
STA
฿16.80
Sri Trang Agro-Industry
7D
5.0%
1Y
10.5%
CENTEL
฿33.75
Central Plaza Hotel
7D
7.1%
1Y
9.8%
AWC
฿2.06
Asset World Corp
7D
3.5%
1Y
-20.8%
OR
฿12.30
PTT Oil and Retail Business
7D
10.8%
1Y
7.9%
M
฿18.50
MK Restaurant Group
7D
-1.6%
1Y
-3.1%
MRDIYT
฿8.25
MR. D.I.Y. Holding (Thailand)
7D
-4.1%
1Y
n/a
OHTL
฿265.00
OHTL
7D
-3.6%
1Y
-16.1%
SPC
฿55.25
Saha Pathanapibul
7D
-1.3%
1Y
-6.0%
HMPRO
฿6.10
Home Product Center
7D
0.8%
1Y
-25.6%
COM7
฿21.60
Com7
7D
-1.4%
1Y
9.1%
PTG
฿8.50
PTG Energy
7D
7.6%
1Y
22.3%
ICC
฿24.70
I.C.C. International
7D
-1.2%
1Y
12.8%
MC
฿10.70
MC Group
7D
-1.8%
1Y
7.0%