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Thai (SET) Luxury Industry Analysis
UpdatedDec 10, 2024
DataAggregated Company Financials
Companies20
- 7D1.3%
- 3M-5.6%
- 1Y-11.0%
- YTD-15.1%
Over the last 7 days, the Luxury industry has remained flat, although notably MC Group gained 3.7%. Unfortunately though, the industry is down 11% over the past 12 months. Earnings are forecast to grow by 15% annually.
Industry Valuation and Performance
Has the Thai Luxury Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 10 Dec 2024 | ฿45.5b | ฿44.2b | ฿2.1b | 15.8x | 21.7x | 1x |
| Thu, 07 Nov 2024 | ฿46.7b | ฿44.0b | ฿2.4b | 14.3x | 19.4x | 1.1x |
| Sat, 05 Oct 2024 | ฿48.2b | ฿44.0b | ฿2.4b | 14.9x | 20x | 1.1x |
| Mon, 02 Sep 2024 | ฿45.4b | ฿44.0b | ฿2.4b | 13.7x | 18.9x | 1x |
| Wed, 31 Jul 2024 | ฿44.9b | ฿43.6b | ฿2.2b | 18x | 20.6x | 1x |
| Fri, 28 Jun 2024 | ฿47.4b | ฿43.6b | ฿2.2b | 20.1x | 21.8x | 1.1x |
| Sun, 26 May 2024 | ฿49.6b | ฿43.6b | ฿2.0b | 20.9x | 24.8x | 1.1x |
| Tue, 23 Apr 2024 | ฿51.4b | ฿43.5b | ฿2.0b | 20.8x | 26.2x | 1.2x |
| Thu, 21 Mar 2024 | ฿52.2b | ฿43.5b | ฿2.0b | 21.3x | 26.6x | 1.2x |
| Sat, 17 Feb 2024 | ฿53.7b | ฿43.4b | ฿2.2b | 20.6x | 24.2x | 1.2x |
| Mon, 15 Jan 2024 | ฿53.8b | ฿43.4b | ฿2.1b | 22.9x | 26.2x | 1.2x |
| Wed, 13 Dec 2023 | ฿51.0b | ฿43.4b | ฿2.1b | 23.9x | 24.8x | 1.2x |
| Fri, 10 Nov 2023 | ฿52.4b | ฿44.0b | ฿2.2b | 27.6x | 23.7x | 1.2x |
| Sun, 08 Oct 2023 | ฿55.1b | ฿44.0b | ฿2.2b | 26.9x | 25x | 1.3x |
| Tue, 05 Sep 2023 | ฿56.7b | ฿44.0b | ฿2.2b | 25.9x | 25.7x | 1.3x |
| Thu, 03 Aug 2023 | ฿56.7b | ฿44.2b | ฿2.4b | 20.4x | 23.2x | 1.3x |
| Sat, 01 Jul 2023 | ฿56.9b | ฿44.2b | ฿2.4b | 21.6x | 23.3x | 1.3x |
| Mon, 29 May 2023 | ฿59.5b | ฿44.2b | ฿2.5b | 24x | 23.9x | 1.3x |
| Wed, 26 Apr 2023 | ฿53.7b | ฿43.5b | ฿2.6b | 19.1x | 20.3x | 1.2x |
| Fri, 24 Mar 2023 | ฿54.4b | ฿43.5b | ฿2.6b | 20.5x | 20.6x | 1.2x |
| Sun, 19 Feb 2023 | ฿54.8b | ฿42.0b | ฿2.6b | 20.1x | 20.7x | 1.3x |
| Tue, 17 Jan 2023 | ฿53.6b | ฿41.3b | ฿2.6b | 20.6x | 20.7x | 1.3x |
| Thu, 15 Dec 2022 | ฿45.4b | ฿40.6b | ฿2.6b | 18.9x | 17.8x | 1.1x |
| Sat, 12 Nov 2022 | ฿42.3b | ฿37.7b | ฿2.0b | 15.9x | 20.7x | 1.1x |
| Mon, 10 Oct 2022 | ฿42.4b | ฿37.4b | ฿2.0b | 16.4x | 21.2x | 1.1x |
| Wed, 07 Sep 2022 | ฿42.2b | ฿37.4b | ฿2.0b | 17.8x | 21.1x | 1.1x |
| Fri, 05 Aug 2022 | ฿41.3b | ฿34.8b | ฿1.5b | 20x | 28.1x | 1.2x |
| Sun, 03 Jul 2022 | ฿40.4b | ฿34.8b | ฿1.5b | 19.6x | 27.4x | 1.2x |
| Tue, 31 May 2022 | ฿39.6b | ฿34.3b | ฿1.3b | 15.9x | 29.7x | 1.2x |
| Thu, 28 Apr 2022 | ฿38.4b | ฿33.1b | ฿1.1b | 19.5x | 35.6x | 1.2x |
| Sat, 26 Mar 2022 | ฿39.2b | ฿33.1b | ฿1.1b | 19.6x | 36.7x | 1.2x |
| Mon, 21 Feb 2022 | ฿40.3b | ฿31.9b | ฿873.1m | 21.5x | 46.1x | 1.3x |
| Wed, 19 Jan 2022 | ฿38.9b | ฿31.9b | ฿829.9m | 19.9x | 46.9x | 1.2x |
| Fri, 17 Dec 2021 | ฿38.7b | ฿31.9b | ฿829.9m | 20x | 46.6x | 1.2x |
Price to Earnings Ratio
46.6x
Current Industry PE
- Investors are pessimistic on the Thai Luxury 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 21.7x which is lower than its 3-year average PE of 26.2x.
- The 3-year average PS ratio of 1.2x is higher than the industry's current PS ratio of 1.0x.
Past Earnings Growth
- The earnings for companies in the Luxury industry have grown 36% per year over the last three years.
- Revenues for these companies have grown 12% per year.
- This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.
Industry Trends
Which industries have driven the changes within the Thai Consumer Discretionary industry?
| TH Market | 0.72% | |
| Consumer Discretionary | -0.28% | |
| Luxury | 1.27% | |
| Textiles | 1.64% | |
| Apparel, Accessories and Luxury Goods | 1.35% | |
| Footwear | -1.60% | |
Industry PE
- Investors are most optimistic about the Textiles industry even though it's trading below its 3-year average PE ratio of 109x.
- It looks like they are confident that earnings will grow faster in the future than they have historically.
- Investors are most pessimistic about the Apparel, Accessories and Luxury Goods industry, which is trading below its 3-year average of 25.9x.
Forecasted Growth
- Analysts are most optimistic on the Apparel, Accessories and Luxury Goods industry, expecting annual earnings growth of 15% over the next 5 years.
- This is better than its past earnings decline of 17% per year.
- In contrast, the Apparel, Accessories and Luxury Goods industry is expected to see its earnings grow by 15% 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 | |
|---|---|---|---|---|---|
| MC MC Group | ฿11.20 | 3.7% +฿316.8m | -5.1% | PE12.4x | |
| TNL Thanulux | ฿36.00 | 2.9% +฿304.6m | 2.1% | PE29.9x | |
| TTI Thai Textile Industry | ฿27.75 | 8.8% +฿112.5m | 11.0% | PS0.7x | |
| TTT Toray Textiles (Thailand) | ฿54.75 | 2.3% +฿72.3m | 21.7% | PE6.8x | |
| MTW Make To Win Holding | ฿1.24 | 2.5% +฿20.2m | -47.9% | PE1557.9x |