Thai (SET) Consumer Durables Industry Analysis
- 7D3.9%
- 3M2.2%
- 1Y13.0%
- YTD15.0%
Over the last 7 days, the Consumer Durables industry has risen 1.4%, driven by gains from Advanced Connection Corporation of 30%. Meanwhile, Thiensurat actually underperformed within the industry, shrinking 5.9% in the last week. This takes the industry's 12 month performance to a gain of 13%.
Industry Valuation and Performance
Has the Thai Consumer Durables Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE |
|---|---|---|---|---|
| Thu, 09 Dec 2021 | ฿21.9b | ฿24.3b | ฿395.8m | 36.7x |
| Sat, 06 Nov 2021 | ฿21.6b | ฿25.4b | ฿953.5m | 17.6x |
| Mon, 04 Oct 2021 | ฿21.6b | ฿25.4b | ฿953.5m | 18.2x |
| Wed, 01 Sep 2021 | ฿21.3b | ฿25.4b | ฿953.5m | 18.2x |
| Thu, 08 Jul 2021 | ฿23.8b | ฿25.4b | ฿953.5m | 21.1x |
| Wed, 31 Mar 2021 | ฿22.2b | ฿24.3b | ฿939.9m | 15.9x |
| Sat, 02 Jan 2021 | ฿18.9b | ฿24.2b | ฿709.2m | 14.5x |
| Tue, 06 Oct 2020 | ฿17.3b | ฿24.7b | ฿946.9m | 19.9x |
| Fri, 10 Jul 2020 | ฿17.1b | ฿24.9b | ฿785.1m | 17x |
| Thu, 02 Apr 2020 | ฿13.1b | ฿26.2b | ฿575.8m | 10.9x |
| Sun, 05 Jan 2020 | ฿17.3b | ฿26.9b | ฿476.3m | 16x |
| Wed, 09 Oct 2019 | ฿20.2b | ฿27.3b | ฿288.1m | 20x |
| Tue, 02 Jul 2019 | ฿22.9b | ฿27.6b | ฿45.8m | 29.8x |
| Fri, 05 Apr 2019 | ฿24.3b | ฿28.4b | ฿373.6m | 24x |
| Mon, 07 Jan 2019 | ฿22.4b | ฿28.7b | ฿385.7m | 21x |
21x
Current Industry PE: Investors are more optimistic on the industry, considering it's trading at a PE ratio of 36.7x which is higher than its 3-year average PE of 19.7x. It appears they are confident that earnings will grow faster in the future than they have historically.
Past Earnings Growth: The earnings for companies in the Consumer Durables industry have remained mostly flat over the last three years, while revenues for these companies have declined 5.4% per year. This means that the cost of doing business could be reducing since sales have declined but profits have remained steady.
Industry Trends
Which industries have driven the changes within the Thai Consumer Durables industry?
| Household Appliances | 6.45% | |
| Home Furnishings | 1.18% | |
| Housewares and Specialties | 0.67% | |
Industry PE: Investors are most optimistic about the Housewares and Specialties industry which is trading above its 3-year average PE ratio of 97.3x. It looks like they are confident that earnings will grow faster in the future than they have historically. Meanwhile, investors are most pessimistic about the Household Appliances industry, which is trading close to its 3-year average of 22.9x.
Forecasted Growth: There is insufficient data on the sub-industries of this industry.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | 7D | 1Y | Valuation | |
|---|---|---|---|---|
| ACC Advanced Connection Corporation | 29.1%+฿590.9m | 242.1% | PS19.8x | |
| TSR Thiensurat | 4.2%+฿65.9m | -21.3% | PE37.7x | |
| KOOL Masterkool International | 6.1%+฿47.5m | 26.5% | PS1.6x | |
| HPT Home Pottery | 5.8%+฿33.1m | 28.2% | PE292.6x | |
| BKD Bangkok Dec-Con | 0.9%+฿21.5m | 10.6% | PS7.1x |