Narrative Update • Jun 04

Over the last 7 days, the Broadline Retail industry has remained flat, although notably TVD Holdings declined by 20%. As for the the longer term, the industry is up 22% over the past 12 months. As for the next few years, earnings are expected to grow by 9.7% per annum.
Has the Thai Broadline Retail Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 17 Jun 2026 | ฿133.3b | ฿248.3b | ฿7.1b | 10.2x | 18.9x | 0.5x |
| Fri, 15 May 2026 | ฿124.2b | ฿247.5b | ฿6.7b | 11.7x | 18.6x | 0.5x |
| Sun, 12 Apr 2026 | ฿120.0b | ฿247.5b | ฿6.7b | 12.3x | 18x | 0.5x |
| Tue, 10 Mar 2026 | ฿109.1b | ฿247.5b | ฿6.7b | 11x | 16.3x | 0.4x |
| Thu, 05 Feb 2026 | ฿117.5b | ฿264.9b | ฿6.8b | 16.8x | 17.3x | 0.4x |
| Sat, 03 Jan 2026 | ฿109.2b | ฿264.9b | ฿6.8b | 15.6x | 16.1x | 0.4x |
| Mon, 01 Dec 2025 | ฿120.7b | ฿264.9b | ฿6.8b | 17.2x | 17.8x | 0.5x |
| Wed, 29 Oct 2025 | ฿120.0b | ฿265.6b | ฿7.7b | 15.3x | 15.6x | 0.5x |
| Fri, 26 Sep 2025 | ฿134.5b | ฿265.6b | ฿7.7b | 17.2x | 17.5x | 0.5x |
| Sun, 24 Aug 2025 | ฿127.9b | ฿265.6b | ฿7.7b | 16.3x | 16.7x | 0.5x |
| Tue, 22 Jul 2025 | ฿125.5b | ฿266.2b | ฿8.2b | 10.1x | 15.2x | 0.5x |
| Thu, 19 Jun 2025 | ฿105.5b | ฿266.2b | ฿8.2b | 9.9x | 12.8x | 0.4x |
| Sat, 17 May 2025 | ฿115.3b | ฿266.2b | ฿8.2b | 11.7x | 14x | 0.4x |
| Mon, 14 Apr 2025 | ฿139.5b | ฿264.2b | ฿8.1b | 14.1x | 17.3x | 0.5x |
| Wed, 12 Mar 2025 | ฿181.7b | ฿264.2b | ฿8.1b | 17.9x | 22.5x | 0.7x |
| Fri, 07 Feb 2025 | ฿202.9b | ฿260.9b | ฿8.9b | 22.2x | 22.9x | 0.8x |
| Sun, 05 Jan 2025 | ฿200.2b | ฿260.9b | ฿8.9b | 21.9x | 22.6x | 0.8x |
| Tue, 03 Dec 2024 | ฿207.7b | ฿260.9b | ฿8.9b | 22.7x | 23.4x | 0.8x |
| Thu, 31 Oct 2024 | ฿189.9b | ฿257.4b | ฿7.7b | 23.2x | 24.6x | 0.7x |
| Sat, 28 Sep 2024 | ฿193.1b | ฿257.4b | ฿7.7b | 23.6x | 25x | 0.8x |
| Mon, 26 Aug 2024 | ฿173.3b | ฿257.4b | ฿7.7b | 21.2x | 22.4x | 0.7x |
| Wed, 24 Jul 2024 | ฿197.7b | ฿254.4b | ฿7.4b | 24.4x | 26.8x | 0.8x |
| Fri, 21 Jun 2024 | ฿173.4b | ฿254.4b | ฿7.4b | 21.4x | 23.5x | 0.7x |
| Sun, 19 May 2024 | ฿197.9b | ฿254.4b | ฿7.4b | 24.4x | 26.8x | 0.8x |
| Tue, 16 Apr 2024 | ฿222.1b | ฿250.7b | ฿7.4b | 27.5x | 30.2x | 0.9x |
| Thu, 14 Mar 2024 | ฿217.6b | ฿250.7b | ฿7.4b | 26.9x | 29.6x | 0.9x |
| Sat, 10 Feb 2024 | ฿204.3b | ฿249.8b | ฿7.7b | 24.7x | 26.7x | 0.8x |
| Mon, 08 Jan 2024 | ฿240.6b | ฿249.8b | ฿7.7b | 29.1x | 31.4x | 1x |
| Wed, 06 Dec 2023 | ฿236.0b | ฿249.8b | ฿7.7b | 28.5x | 30.8x | 0.9x |
| Fri, 03 Nov 2023 | ฿227.1b | ฿248.3b | ฿7.8b | 27.3x | 29.3x | 0.9x |
| Sun, 01 Oct 2023 | ฿236.2b | ฿248.3b | ฿7.8b | 28.4x | 30.4x | 1x |
| Tue, 29 Aug 2023 | ฿251.1b | ฿248.3b | ฿7.8b | 30.3x | 32.4x | 1x |
| Thu, 27 Jul 2023 | ฿248.5b | ฿245.2b | ฿7.8b | 30.2x | 31.8x | 1x |
| Sat, 24 Jun 2023 | ฿229.9b | ฿245.2b | ฿7.8b | 28x | 29.5x | 0.9x |
29.5x
How does Thai Broadline Retail compare with similar industries?
| TH Market | 0.24% | |
| Consumer Discretionary | 3.15% | |
| General Merchandise and Department Stores | 4.25% | |
| Broadline Retail | 4.25% | |
| Department Stores | 0% | 0 |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| CRC Central Retail Corporation | ฿23.30 | 10.4% +฿13.3b | 33.9% | PE19.9x | |
| FN FN Factory Outlet | ฿0.49 | 2.1% +฿10.0m | 22.5% | PS0.9x |