Thai (SET) Consumer Durables Industry Analysis
UpdatedJul 26, 2024
DataAggregated Company Financials
Companies11
- 7D-1.3%
- 3M-4.1%
- 1Y-19.5%
- YTD-9.5%
Over the last 7 days, the Consumer Durables industry has dropped 2.0%, driven by declines in TCM Corporation and East Coast Furnitech of 13% and 18%, respectively. The industry has fallen 19% in the last year.
Industry Valuation and Performance
Has the Thai Consumer Durables Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 26 Jul 2024 | ฿13.9b | ฿24.9b | ฿484.4m | 17.4x | 28.6x | 0.6x |
| Sun, 23 Jun 2024 | ฿13.8b | ฿24.9b | ฿484.4m | 18.4x | 28.5x | 0.6x |
| Tue, 21 May 2024 | ฿14.7b | ฿24.9b | ฿463.4m | 18.6x | 31.7x | 0.6x |
| Thu, 18 Apr 2024 | ฿14.6b | ฿25.4b | ฿756.4m | 20.9x | 19.4x | 0.6x |
| Sat, 16 Mar 2024 | ฿15.7b | ฿25.4b | ฿741.7m | 21.5x | 21.2x | 0.6x |
| Mon, 12 Feb 2024 | ฿15.7b | ฿25.7b | ฿1.0b | 18.4x | 15.7x | 0.6x |
| Wed, 10 Jan 2024 | ฿15.6b | ฿26.3b | ฿800.9m | 19x | 19.4x | 0.6x |
| Fri, 08 Dec 2023 | ฿15.9b | ฿26.4b | ฿723.5m | 18.4x | 21.9x | 0.6x |
| Sun, 05 Nov 2023 | ฿16.2b | ฿26.8b | ฿430.8m | 18.2x | 37.6x | 0.6x |
| Tue, 03 Oct 2023 | ฿17.4b | ฿26.8b | ฿430.8m | 20.8x | 40.3x | 0.6x |
| Thu, 31 Aug 2023 | ฿19.0b | ฿26.8b | ฿430.8m | 22.7x | 44.1x | 0.7x |
| Sat, 29 Jul 2023 | ฿18.8b | ฿26.8b | ฿477.1m | 27.9x | 39.3x | 0.7x |
| Mon, 26 Jun 2023 | ฿18.8b | ฿26.8b | ฿477.1m | 28.1x | 39.4x | 0.7x |
| Wed, 24 May 2023 | ฿20.1b | ฿27.4b | ฿382.6m | 28.4x | 52.5x | 0.7x |
| Fri, 21 Apr 2023 | ฿21.0b | ฿28.0b | ฿543.7m | 26.5x | 38.6x | 0.7x |
| Sun, 19 Mar 2023 | ฿20.9b | ฿28.0b | ฿543.7m | 25.7x | 38.5x | 0.7x |
| Tue, 14 Feb 2023 | ฿22.7b | ฿27.9b | ฿558.8m | 30.5x | 40.7x | 0.8x |
| Thu, 12 Jan 2023 | ฿22.1b | ฿27.9b | ฿558.8m | 28x | 39.6x | 0.8x |
| Sat, 10 Dec 2022 | ฿21.8b | ฿27.9b | ฿558.8m | 25.8x | 38.9x | 0.8x |
| Mon, 07 Nov 2022 | ฿22.9b | ฿26.5b | ฿586.6m | 31.5x | 39x | 0.9x |
| Wed, 05 Oct 2022 | ฿23.3b | ฿26.6b | ฿541.6m | 36.1x | 43.1x | 0.9x |
| Fri, 02 Sep 2022 | ฿24.5b | ฿26.6b | ฿541.6m | 36.3x | 45.3x | 0.9x |
| Sun, 31 Jul 2022 | ฿23.6b | ฿26.1b | ฿578.0m | 29.1x | 40.8x | 0.9x |
| Tue, 28 Jun 2022 | ฿25.0b | ฿26.1b | ฿578.0m | 30.8x | 43.3x | 1x |
| Thu, 26 May 2022 | ฿24.1b | ฿25.5b | ฿569.3m | 32.9x | 42.3x | 0.9x |
| Sat, 23 Apr 2022 | ฿23.3b | ฿24.4b | ฿586.5m | 35x | 39.7x | 1x |
| Mon, 21 Mar 2022 | ฿23.0b | ฿24.4b | ฿586.5m | 33.7x | 39.2x | 0.9x |
| Wed, 16 Feb 2022 | ฿23.1b | ฿24.3b | ฿352.3m | 37.2x | 65.5x | 0.9x |
| Fri, 14 Jan 2022 | ฿23.1b | ฿24.3b | ฿395.8m | 37.5x | 58.3x | 0.9x |
| Sun, 12 Dec 2021 | ฿22.0b | ฿24.3b | ฿395.8m | 37.7x | 55.7x | 0.9x |
| Tue, 09 Nov 2021 | ฿21.5b | ฿25.4b | ฿953.5m | 17.4x | 22.6x | 0.8x |
| Thu, 07 Oct 2021 | ฿21.7b | ฿25.4b | ฿953.5m | 18.1x | 22.8x | 0.9x |
| Sat, 04 Sep 2021 | ฿21.2b | ฿25.4b | ฿953.5m | 17.8x | 22.3x | 0.8x |
| Mon, 02 Aug 2021 | ฿21.1b | ฿25.4b | ฿953.5m | 18.8x | 22.1x | 0.8x |
Price to Earnings Ratio
22.1x
Current Industry PE
- Investors are pessimistic on the Thai Consumer Durables 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 28.8x which is lower than its 3-year average PE of 36.3x.
- The industry is trading close to its 3-year average PS ratio of 0.77x.
Past Earnings Growth
- The earnings for companies in the Consumer Durables industry have declined 20% per year over the last three years.
- Meanwhile revenues have remained mostly flat.
- This means that although sales have remained flat, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.
Industry Trends
Which industries have driven the changes within the Thai Consumer Discretionary industry?
| TH Market | -2.56% | |
| Consumer Discretionary | -2.10% | |
| Consumer Durables | -1.27% | |
| Consumer Electronics | 0% | |
| Homebuilding | 0% | |
| Household Appliances | -0.59% | |
| Home Furnishings | -2.32% | |
| Housewares and Specialties | -2.54% | |
Industry PE
- Investors are most optimistic about the Household Appliances industry even though it's trading below its 3-year average PE ratio of 22.9x.
- It looks like they are confident that earnings will grow faster in the future than they have historically.
Forecasted GrowthThere 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 | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| KYE Kang Yong Electric | ฿339.00 | 0.6% +฿39.6m | 14.5% | PE9.1x | |
| MODERN Modernform Group | ฿2.44 | 2.5% +฿38.5m | -14.7% | PS0.7x | |
| FTI Function International | ฿2.12 | 1.9% +฿18.0m | 2.9% | PE22.3x | |
| BKD Bangkok Dec-Con | ฿1.29 | 0.8% +฿10.8m | -32.1% | PE95.6x |