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Thai (SET) Consumer Discretionary Sector Analysis

UpdatedApr 11, 2026
DataAggregated Company Financials
Companies122
  • 7D1.0%
  • 3M0.8%
  • 1Y-6.4%
  • YTD-0.1%

Over the last 7 days, the Consumer Discretionary industry has remained flat, although notably Minor International gained 3.2%. As for the longer term, the industry has declined 7.4% 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
Sat, 11 Apr 2026฿1.1t฿2.2t฿66.4b12.7x16.3x0.5x
Mon, 09 Mar 2026฿1.1t฿2.2t฿67.4b12.9x15.7x0.5x
Wed, 04 Feb 2026฿1.1t฿2.2t฿69.5b13.9x16.2x0.5x
Fri, 02 Jan 2026฿1.1t฿2.2t฿69.2b14x15.7x0.5x
Sun, 30 Nov 2025฿1.1t฿2.2t฿69.5b13.1x15.5x0.5x
Tue, 28 Oct 2025฿1.1t฿2.2t฿62.5b13.8x17.4x0.5x
Thu, 25 Sep 2025฿1.1t฿2.2t฿62.6b15.1x18x0.5x
Sat, 23 Aug 2025฿1.1t฿2.2t฿64.0b14.5x17x0.5x
Mon, 21 Jul 2025฿1.1t฿2.2t฿68.9b12.1x15.5x0.5x
Wed, 18 Jun 2025฿963.0b฿2.2t฿68.9b11.5x14x0.4x
Fri, 16 May 2025฿1.1t฿2.2t฿69.3b12.3x15.4x0.5x
Sun, 13 Apr 2025฿1.1t฿2.2t฿67.0b11.9x16.5x0.5x
Tue, 11 Mar 2025฿1.2t฿2.2t฿67.7b14.3x17.8x0.5x
Thu, 06 Feb 2025฿1.2t฿2.2t฿59.4b14.6x20.8x0.6x
Sat, 04 Jan 2025฿1.4t฿2.2t฿59.5b16.2x23x0.6x
Mon, 02 Dec 2024฿1.4t฿2.2t฿59.7b17.7x24.2x0.7x
Wed, 30 Oct 2024฿1.5t฿2.2t฿68.2b17.6x21.5x0.7x
Fri, 27 Sep 2024฿1.6t฿2.2t฿68.2b18.2x22.7x0.7x
Sun, 25 Aug 2024฿1.4t฿2.2t฿68.2b17.9x20.6x0.7x
Tue, 23 Jul 2024฿1.5t฿2.1t฿63.8b18.4x23.3x0.7x
Thu, 20 Jun 2024฿1.5t฿2.1t฿63.8b18.8x22.8x0.7x
Sat, 18 May 2024฿1.6t฿2.1t฿63.0b20.6x25.2x0.7x
Mon, 15 Apr 2024฿1.7t฿2.1t฿60.0b20.7x27.6x0.8x
Wed, 13 Mar 2024฿1.6t฿2.1t฿60.0b20.9x27.3x0.8x
Fri, 09 Feb 2024฿1.6t฿2.2t฿61.9b21.4x25.9x0.7x
Sun, 07 Jan 2024฿1.7t฿2.2t฿62.9b22.2x27.2x0.8x
Tue, 05 Dec 2023฿1.6t฿2.2t฿62.9b21.5x26.1x0.8x
Thu, 02 Nov 2023฿1.6t฿2.2t฿63.1b20.7x25.5x0.7x
Sat, 30 Sep 2023฿1.7t฿2.2t฿63.3b23.8x27.3x0.8x
Mon, 28 Aug 2023฿1.8t฿2.2t฿62.9b25.1x28.9x0.8x
Wed, 26 Jul 2023฿1.8t฿2.2t฿67.6b22x26.6x0.8x
Fri, 23 Jun 2023฿1.9t฿2.2t฿67.6b22.4x27.4x0.9x
Sun, 21 May 2023฿1.9t฿2.2t฿67.4b23.3x27.7x0.9x
Tue, 18 Apr 2023฿1.9t฿2.1t฿62.2b24.9x31x0.9x
Price to Earnings Ratio

31x


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 21.8x202420252026
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 16.3x which is lower than its 3-year average PE of 21.8x.
  • 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 2.2% 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 Market3.62%
Consumer Discretionary0.96%
Hospitality2.64%
General Merchandise and Department Stores2.07%
Retail Distributors1.85%
Consumer Durables0.53%
Consumer Services0.51%
Online Retail and Ecommerce0%0
Specialty Stores-0.15%
Auto Components-0.36%
Luxury-0.66%
Industry PE
  • Investors are most optimistic about the Luxury industry which is trading above its 3-year average PE ratio of 24.8x.
    • Analysts are expecting annual earnings growth of 8.1%, 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
MINT Minor International฿22.503.2%
+฿3.9b		-13.5%PE17.3x
CRC Central Retail Corporation฿19.802.1%
+฿2.4b		-13.9%PE17.8x
CENTEL Central Plaza Hotel฿34.754.5%
+฿2.0b		33.7%PE23.5x
AWC Asset World Corp฿2.222.8%
+฿1.9b		2.8%PE11.1x
HMPRO Home Product Center฿6.301.6%
+฿1.3b		-29.2%PE13.6x

Latest News

MINT
฿22.50
Minor International
7D
3.2%
1Y
-13.5%

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

Analysts have trimmed their 12 month price target for Minor International slightly, lowering it by about THB0.50 to reflect small adjustments to assumptions for fair value, discount rate, revenue growth, profit margin and forward P/E. What's in the News Board meeting scheduled for February 13, 2026 to review and propose approval of the financial statements for the year ended December 31, 2025 and related auditor's report, along with other business items (company disclosure).
ERW
฿2.68
Erawan Group
7D
4.7%
1Y
16.5%

ERW: Higher Future P E And Dividend Outlook Will Support Upside Potential

Analysts have nudged their price target on Erawan Group slightly higher, reflecting updated assumptions that include a fair value shift from THB 4.69 to THB 4.74, a higher discount rate, and revised expectations for revenue growth, profit margin, and future P/E. What's in the News A board meeting is scheduled for February 24, 2026, with an agenda that includes considering a cash dividend payment, as disclosed to the Stock Exchange of Thailand (Key Developments).
CRC
฿19.80
Central Retail Corporation
7D
2.1%
1Y
-13.9%

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

Analysts have trimmed their price target for Central Retail Corporation slightly to THB22.20 from THB22.25, reflecting updated assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E. What's in the News A board meeting is scheduled for February 27, 2026.
OR
฿12.20
PTT Oil and Retail Business
7D
-0.8%
1Y
-1.6%
MRDIYT
฿8.70
MR. D.I.Y. Holding (Thailand)
7D
-1.7%
1Y
n/a
AURA
฿13.40
Aurora Design
7D
-4.3%
1Y
-19.3%
GLOBAL
฿6.10
Siam Global House
7D
-0.8%
1Y
2.9%
DOHOME
฿3.38
Dohome
7D
-4.0%
1Y
-23.6%
DUSIT
฿10.00
Dusit Thani
7D
-2.0%
1Y
29.9%
STA
฿17.30
Sri Trang Agro-Industry
7D
-1.7%
1Y
19.3%
CENTEL
฿34.75
Central Plaza Hotel
7D
4.5%
1Y
33.7%
AWC
฿2.22
Asset World Corp
7D
2.8%
1Y
2.8%
HMPRO
฿6.30
Home Product Center
7D
1.6%
1Y
-29.2%
COM7
฿22.20
Com7
7D
2.3%
1Y
19.4%
PTG
฿8.65
PTG Energy
7D
4.8%
1Y
35.2%
MOSHI
฿35.00
Moshi Moshi Retail Corporation
7D
-1.4%
1Y
-5.4%