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Thai (SET) Hospitality Industry Analysis

UpdatedDec 05, 2022
DataAggregated Company Financials
Companies23
  • 7D0.2%
  • 3M5.5%
  • 1Y26.7%
  • YTD18.3%

In the last week, Hospitality has been flat. The past year has been better, since the industry has gained 27% in that time. As for the next few years, earnings are expected to grow by 52% per annum.

Industry Valuation and Performance

Has the Thai Hospitality Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 05 Dec 2022฿602.6b฿201.3b฿1.4b37.8x445.5x3x
Wed, 02 Nov 2022฿592.4b฿173.4b-฿7,086,612,973.0048x-83.6x3.4x
Fri, 30 Sep 2022฿557.4b฿173.4b-฿7,086,612,973.0049.3x-78.7x3.2x
Sun, 28 Aug 2022฿574.9b฿172.4b-฿7,717,348,013.0050.9x-74.5x3.3x
Tue, 26 Jul 2022฿545.5b฿146.5b-฿17,785,887,583.0061.9x-30.7x3.7x
Thu, 23 Jun 2022฿554.3b฿146.5b-฿17,785,887,583.0060.7x-31.2x3.8x
Sat, 21 May 2022฿541.3b฿146.1b-฿17,785,887,583.0059.4x-30.4x3.7x
Mon, 18 Apr 2022฿549.4b฿131.5b-฿23,247,904,876.00115.5x-23.6x4.2x
Wed, 16 Mar 2022฿513.1b฿131.5b-฿23,247,904,876.00114.7x-22.1x3.9x
Fri, 11 Feb 2022฿520.1b฿122.8b-฿32,539,990,289.0068.6x-16x4.2x
Sun, 09 Jan 2022฿481.4b฿122.8b-฿32,539,990,289.0068x-14.8x3.9x
Tue, 07 Dec 2021฿470.1b฿122.8b-฿32,539,990,289.0065.6x-14.4x3.8x
Thu, 04 Nov 2021฿512.7b฿120.0b-฿37,670,994,501.0063.5x-13.6x4.3x
Sat, 02 Oct 2021฿503.8b฿120.0b-฿37,665,608,501.0056x-13.4x4.2x
Mon, 30 Aug 2021฿511.0b฿120.0b-฿37,665,608,501.0057x-13.6x4.3x
Tue, 06 Jul 2021฿486.7b฿120.0b-฿37,665,608,501.0056.5x-12.9x4.1x
Fri, 09 Apr 2021฿532.3b฿108.5b-฿43,432,123,942.0066.6x-12.3x4.9x
Thu, 31 Dec 2020฿444.4b฿127.3b-฿34,752,922,318.0053.2x-12.8x3.5x
Sun, 04 Oct 2020฿368.5b฿158.5b-฿17,440,412,564.0040.3x-21.1x2.3x
Wed, 08 Jul 2020฿388.9b฿188.0b-฿3,122,603,757.0048.1x-124.6x2.1x
Tue, 31 Mar 2020฿314.4b฿222.0b฿13.4b27.3x23.5x1.4x
Fri, 03 Jan 2020฿564.2b฿236.3b฿17.3b25.3x32.6x2.4x
Price to Earnings Ratio

32.6x


Total Market Cap: ฿564.2bTotal Earnings: ฿17.3bTotal Revenue: ฿236.3bTotal Market Cap vs Earnings and Revenue0%0%0%
Thai Hospitality Industry Price to Earnings3Y Average -3.4x20212022
Current Industry PE
  • Investors are optimistic on the Thai Hospitality industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 446x which is higher than its 3-year average PE of -3.8x.
  • The industry is trading close to its 3-year average PS ratio of 3.3x.
Past Earnings Growth
  • The earnings for companies in the Hospitality industry have declined 57% per year over the last three years,
  • Revenues have also declined 5.2% per year.
  • This means overall sales from these companies are declining and profits are subsequently falling as well.

Industry Trends

Which industries have driven the changes within the Thai Consumer Discretionary industry?

TH Market1.26%
Consumer Discretionary0.86%
Hospitality0.21%
Restaurants1.36%
Casinos and Gaming0%
Hotels, Resorts and Cruise Lines-0.0026%
Leisure Facilities-3.23%
Industry PE
  • Investors are most optimistic about the Leisure Facilities industry even though it's trading below its 3-year average PE ratio of 48.8x.
    • It looks like they are confident that earnings will grow faster in the future than they have historically.
Forecasted Growth
  • Analysts are most optimistic on the Hotels, Resorts and Cruise Lines industry, expecting annual earnings growth of 55% over the next 5 years.
  • This is better than its past earnings decline of 43% per year.
  • In contrast, the Restaurants industry is expected to see its earnings grow by 30% 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
MINT Minor International฿30.753.4%
+฿5.3b
10.8%PS1.5x
M MK Restaurant Group฿56.752.3%
+฿1.2b
10.7%PE34.4x
ERW Erawan Group฿4.483.7%
+฿725.0m
49.3%PS5.7x
AU After You฿11.203.7%
+฿326.2m
10.9%PE95.5x
SHR S Hotels and Resorts฿4.061.5%
+฿215.6m
31.0%PS1.9x
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Latest News

OISHI

฿48.75

Oishi Group

7D

-1.0%

1Y

11.4%

MINT

฿30.75

Minor International

7D

3.4%

1Y

10.8%

BEYOND

฿11.50

Bound and Beyond

7D

-0.9%

1Y

24.3%

SHANG

฿55.50

Shangri-La Hotel

7D

-0.4%

1Y

-6.3%

AU

฿11.20

After You

7D

3.7%

1Y

10.9%

ERW

฿4.48

Erawan Group

7D

3.7%

1Y

49.3%

ZEN

฿16.90

ZEN Corporation Group

7D

-4.5%

1Y

45.7%

SNP

฿18.90

S&P Syndicate

7D

2.2%

1Y

16.7%

ROH

฿3.26

Royal Orchid Hotel (Thailand)

7D

1.2%

1Y

1.1%

OHTL

฿474.00

OHTL

7D

-1.3%

1Y

45.0%

MUD

฿2.58

Mud & Hound

7D

5.7%

1Y

25.2%

M

฿56.75

MK Restaurant Group

7D

2.3%

1Y

10.7%

GRAND

฿0.22

Grande Asset Hotels and Property

7D

-4.3%

1Y

-15.4%

AWC

฿6.20

Asset World Corp

7D

-0.8%

1Y

46.2%

SHR

฿4.06

S Hotels and Resorts

7D

1.5%

1Y

31.0%