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Thai (SET) Consumer Discretionary Sector Analysis
UpdatedMar 11, 2026
DataAggregated Company Financials
Companies122
- 7D-6.5%
- 3M-0.7%
- 1Y-16.6%
- YTD-2.9%
Over the last 7 days, the Consumer Discretionary industry has dropped 6.5%, driven by a pullback from PTT Oil and Retail Business of 5.9%. Meanwhile, Minor International actually outperformed within the industry, gaining 9.0% in the last week. However, the industry is down 17% over the past year. 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?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 11 Mar 2026 | ฿1.1t | ฿2.2t | ฿67.5b | 13x | 15.6x | 0.5x |
| Fri, 06 Feb 2026 | ฿1.1t | ฿2.2t | ฿69.5b | 13.8x | 16.3x | 0.5x |
| Sun, 04 Jan 2026 | ฿1.1t | ฿2.2t | ฿69.2b | 14x | 15.7x | 0.5x |
| Tue, 02 Dec 2025 | ฿1.1t | ฿2.2t | ฿69.5b | 13.6x | 15.8x | 0.5x |
| Thu, 30 Oct 2025 | ฿1.1t | ฿2.2t | ฿62.7b | 13.7x | 17.1x | 0.5x |
| Sat, 27 Sep 2025 | ฿1.1t | ฿2.2t | ฿62.6b | 14.9x | 18.3x | 0.5x |
| Mon, 25 Aug 2025 | ฿1.1t | ฿2.2t | ฿64.0b | 14.5x | 17x | 0.5x |
| Wed, 23 Jul 2025 | ฿1.0t | ฿2.2t | ฿68.9b | 11.7x | 15.1x | 0.5x |
| Fri, 20 Jun 2025 | ฿918.2b | ฿2.2t | ฿68.9b | 11.1x | 13.3x | 0.4x |
| Sun, 18 May 2025 | ฿1.1t | ฿2.6t | ฿120.4b | 11.5x | 8.8x | 0.4x |
| Tue, 15 Apr 2025 | ฿1.1t | ฿2.2t | ฿67.0b | 11.9x | 16.5x | 0.5x |
| Thu, 13 Mar 2025 | ฿1.2t | ฿2.2t | ฿67.7b | 14.4x | 17.4x | 0.5x |
| Sat, 08 Feb 2025 | ฿1.2t | ฿2.2t | ฿59.4b | 14.4x | 20.6x | 0.6x |
| Mon, 06 Jan 2025 | ฿1.4t | ฿2.2t | ฿59.5b | 16.2x | 23x | 0.6x |
| Wed, 04 Dec 2024 | ฿1.5t | ฿2.2t | ฿59.7b | 18x | 24.7x | 0.7x |
| Fri, 01 Nov 2024 | ฿1.5t | ฿2.2t | ฿68.0b | 17.6x | 21.4x | 0.7x |
| Sun, 29 Sep 2024 | ฿1.5t | ฿2.2t | ฿68.2b | 18x | 22.6x | 0.7x |
| Tue, 27 Aug 2024 | ฿1.4t | ฿2.2t | ฿68.2b | 17.8x | 21x | 0.7x |
| Thu, 25 Jul 2024 | ฿1.5t | ฿2.1t | ฿63.8b | 18.1x | 23x | 0.7x |
| Sat, 22 Jun 2024 | ฿1.5t | ฿2.1t | ฿63.8b | 19x | 23x | 0.7x |
| Mon, 20 May 2024 | ฿1.6t | ฿2.1t | ฿62.9b | 20.7x | 25.3x | 0.7x |
| Wed, 17 Apr 2024 | ฿1.7t | ฿2.1t | ฿60.0b | 20.7x | 27.6x | 0.8x |
| Fri, 15 Mar 2024 | ฿1.7t | ฿2.1t | ฿60.0b | 21.4x | 27.7x | 0.8x |
| Sun, 11 Feb 2024 | ฿1.6t | ฿2.2t | ฿61.2b | 21.4x | 26.2x | 0.7x |
| Tue, 09 Jan 2024 | ฿1.7t | ฿2.2t | ฿62.9b | 22.1x | 27x | 0.8x |
| Thu, 07 Dec 2023 | ฿1.7t | ฿2.2t | ฿62.9b | 21.4x | 26.4x | 0.8x |
| Sat, 04 Nov 2023 | ฿1.7t | ฿2.2t | ฿63.1b | 21.5x | 26.2x | 0.8x |
| Mon, 02 Oct 2023 | ฿1.7t | ฿2.2t | ฿63.3b | 23.8x | 27.3x | 0.8x |
| Wed, 30 Aug 2023 | ฿1.8t | ฿2.2t | ฿62.9b | 25.5x | 29.2x | 0.9x |
| Fri, 28 Jul 2023 | ฿1.8t | ฿2.2t | ฿67.7b | 21.7x | 26.8x | 0.8x |
| Sun, 25 Jun 2023 | ฿1.8t | ฿2.2t | ฿67.6b | 22.4x | 26.8x | 0.8x |
| Tue, 23 May 2023 | ฿1.9t | ฿2.2t | ฿67.5b | 23.3x | 27.7x | 0.9x |
| Thu, 20 Apr 2023 | ฿1.9t | ฿2.1t | ฿62.2b | 24.6x | 30.6x | 0.9x |
| Sat, 18 Mar 2023 | ฿1.9t | ฿2.1t | ฿62.1b | 24.9x | 30.6x | 0.9x |
Price to Earnings Ratio
30.6x
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 22.2x.
- 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 2.8% 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 Market | -4.15% | |
| Consumer Discretionary | -6.45% | |
| Auto Components | 0.73% | |
| Online Retail and Ecommerce | 0% | 0 |
| Retail Distributors | -0.45% | |
| Consumer Durables | -1.20% | |
| Luxury | -2.12% | |
| Consumer Services | -5.61% | |
| Hospitality | -7.34% | |
| Specialty Stores | -7.59% | |
| General Merchandise and Department Stores | -8.07% | |
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 9.7%, 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 7.0% 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 | |
|---|---|---|---|---|---|
| MINT Minor International | ฿23.00 | 9.0% +฿10.7b | -16.4% | PE17.7x | |
| STA Sri Trang Agro-Industry | ฿15.50 | 25.0% +฿4.8b | 5.4% | PS0.2x | |
| COM7 Com7 | ฿23.50 | 6.8% +฿3.5b | 18.7% | PE13.6x | |
| M MK Restaurant Group | ฿20.00 | 5.3% +฿903.6m | 1.5% | PE16.6x | |
| DUSIT Dusit Thani | ฿10.50 | 5.0% +฿422.6m | 18.6% | PS1x |
