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Thai (SET) Consumer Discretionary Sector Analysis

UpdatedJan 18, 2026
DataAggregated Company Financials
Companies122
  • 7D-0.2%
  • 3M-4.8%
  • 1Y-19.6%
  • YTD-0.8%

Over the last 7 days, the Consumer Discretionary industry has dropped 2.0%, driven by Minor International declining 5.9%. Overall the industry is down 22% in 12 months. As for the next few years, earnings are expected to grow by 10% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 18 Jan 2026฿1.1t฿2.2t฿69.3b13.4x15.5x0.5x
Tue, 16 Dec 2025฿1.1t฿2.2t฿69.5b13.1x15.6x0.5x
Thu, 13 Nov 2025฿1.1t฿2.2t฿68.3b12.6x15.8x0.5x
Sat, 11 Oct 2025฿1.1t฿2.2t฿62.6b15x17.7x0.5x
Mon, 08 Sep 2025฿1.1t฿2.2t฿62.5b15.1x18.4x0.5x
Wed, 06 Aug 2025฿1.1t฿2.2t฿68.6b12.2x15.7x0.5x
Fri, 04 Jul 2025฿996.2b฿2.2t฿68.9b11.8x14.5x0.4x
Sun, 01 Jun 2025฿1.0t฿2.2t฿69.1b11.3x14.8x0.5x
Tue, 29 Apr 2025฿1.1t฿2.2t฿66.9b12.7x17x0.5x
Thu, 27 Mar 2025฿1.1t฿2.2t฿67.0b14.1x17x0.5x
Sat, 22 Feb 2025฿1.3t฿2.2t฿66.5b15.3x19.4x0.6x
Mon, 20 Jan 2025฿1.3t฿2.2t฿59.5b14.9x21.7x0.6x
Wed, 18 Dec 2024฿1.4t฿2.2t฿59.5b17x23.5x0.6x
Fri, 15 Nov 2024฿1.4t฿2.2t฿60.7b17.7x23.5x0.7x
Sun, 13 Oct 2024฿1.5t฿2.2t฿68.3b17.7x22.5x0.7x
Tue, 10 Sep 2024฿1.5t฿2.2t฿68.2b17.8x22.4x0.7x
Thu, 08 Aug 2024฿1.3t฿2.2t฿63.7b16.3x21x0.6x
Sat, 06 Jul 2024฿1.5t฿2.1t฿63.8b19.3x23.2x0.7x
Mon, 03 Jun 2024฿1.5t฿2.1t฿63.8b20.1x24.1x0.7x
Wed, 01 May 2024฿1.6t฿2.1t฿59.8b20.2x27.1x0.8x
Fri, 29 Mar 2024฿1.6t฿2.1t฿60.0b21.1x27.2x0.8x
Sun, 25 Feb 2024฿1.6t฿2.1t฿61.4b20.4x26.7x0.8x
Tue, 23 Jan 2024฿1.6t฿2.2t฿62.9b21.4x25.2x0.7x
Thu, 21 Dec 2023฿1.7t฿2.2t฿62.9b20.9x26.4x0.8x
Sat, 18 Nov 2023฿1.7t฿2.2t฿62.9b22.3x26.5x0.8x
Mon, 16 Oct 2023฿1.7t฿2.2t฿63.3b23.1x26.7x0.8x
Wed, 13 Sep 2023฿1.8t฿2.2t฿63.2b25x28.7x0.8x
Fri, 11 Aug 2023฿1.8t฿2.2t฿68.1b21.6x26x0.8x
Sun, 09 Jul 2023฿1.8t฿2.2t฿67.6b22.4x26.3x0.8x
Tue, 06 Jun 2023฿1.9t฿10.9t฿227.0b23.9x8.2x0.2x
Thu, 04 May 2023฿1.9t฿2.1t฿62.9b23.6x30.4x0.9x
Sat, 01 Apr 2023฿1.9t฿2.1t฿62.2b24.6x31.3x0.9x
Mon, 27 Feb 2023฿2.0t฿2.0t฿59.3b24.5x33.6x1x
Wed, 25 Jan 2023฿2.0t฿2.0t฿58.9b23.7x33.6x1x
Price to Earnings Ratio

33.6x


Total Market Cap: ฿2.0tTotal Earnings: ฿58.9bTotal Revenue: ฿2.0tTotal Market Cap vs Earnings and Revenue0%0%0%
Thai Consumer Discretionary Sector Price to Earnings3Y Average 23x202420252026
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 15.3x which is lower than its 3-year average PE of 23.1x.
  • The industry is trading close to its 3-year average PS ratio of 0.68x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have grown 5.5% per year over the last three years.
  • Revenues for these companies have grown 3.7% 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 Market1.70%
Consumer Discretionary-0.16%
General Merchandise and Department Stores4.55%
Specialty Stores1.18%
Retail Distributors0.92%
Online Retail and Ecommerce0%0
Luxury-0.48%
Auto Components-0.66%
Consumer Durables-0.94%
Hospitality-3.13%
Consumer Services-8.18%
Industry PE
  • Investors are most optimistic about the Luxury industry which is trading above its 3-year average PE ratio of 23.5x.
    • Analysts are expecting annual earnings growth of 8.1%, which is higher than its past year's earnings decline of 26.9% per year.
Forecasted Growth
  • Analysts are most optimistic on the Auto Components industry, expecting annual earnings growth of 23% over the next 5 years.
  • This is better than its past earnings growth rate of 10.0% per year.
  • In contrast, the General Merchandise and Department Stores industry is expected to see its earnings grow by 5.9% 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
CRC Central Retail Corporation฿18.204.6%
+฿4.8b		-47.2%PE15.8x
OR PTT Oil and Retail Business฿14.202.9%
+฿4.8b		19.3%PE13.9x
HMPRO Home Product Center฿6.853.0%
+฿2.6b		-24.3%PE14.5x
GLOBAL Siam Global House฿6.454.9%
+฿1.6b		-46.0%PE16.9x
M MK Restaurant Group฿18.904.4%
+฿722.9m		-5.5%PE15.7x

Latest News

CRC
฿18.20
Central Retail Corporation
7D
4.6%
1Y
-47.2%
SISB
฿9.85
SISB
7D
-12.8%
1Y
-61.4%
ILM
฿13.10
Index Living Mall
7D
-4.4%
1Y
-12.7%
ERW
฿2.14
Erawan Group
7D
-4.5%
1Y
-31.4%

ERW: Asoke Land Lease Will Support Future Margin Expansion And Upside Potential

Analysts have trimmed their price target for Erawan Group slightly, pointing to a modestly lower fair value per share of THB4.62 from THB4.66. This reflects a higher discount rate, a small adjustment to revenue growth assumptions, a higher future P/E multiple, and slightly softer profit margin expectations.
AURA
฿13.20
Aurora Design
7D
-5.7%
1Y
-6.4%
MINT
฿22.30
Minor International
7D
-6.7%
1Y
-6.7%

MINT: Share Repurchase Plan Will Support Future Earnings And Upside Potential

Analysts have maintained their fair value estimate for Minor International at $34.50. They cite only small adjustments to the discount rate, profit margin, and forward P/E assumptions, rather than any major change in their overall outlook.
MRDIYT
฿8.25
MR. D.I.Y. Holding (Thailand)
7D
-3.5%
1Y
n/a
ICC
฿25.25
I.C.C. International
7D
3.1%
1Y
3.3%
CENTEL
฿33.00
Central Plaza Hotel
7D
0.8%
1Y
10.0%
MEB
฿14.00
MEB Corporation
7D
-6.7%
1Y
-32.0%
COM7
฿19.50
Com7
7D
1.6%
1Y
-15.9%
M
฿18.90
MK Restaurant Group
7D
4.4%
1Y
-5.5%
AWC
฿2.00
Asset World Corp
7D
-2.0%
1Y
-36.3%
OR
฿14.20
PTT Oil and Retail Business
7D
2.9%
1Y
19.3%
GLOBAL
฿6.45
Siam Global House
7D
4.9%
1Y
-46.0%
HMPRO
฿6.85
Home Product Center
7D
3.0%
1Y
-24.3%