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Thai (SET) Luxury Industry Analysis
UpdatedSep 26, 2025
DataAggregated Company Financials
Companies20
- 7D-1.0%
- 3M10.6%
- 1Y-21.9%
- YTD-13.5%
Last week, the Luxury industry hasn't moved much but Warrix Sport is up 7.1% in that time. As for the longer term, the industry has declined 23% in the last year. As for the next few years, earnings are expected to grow by 5.9% per annum.
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 |
|---|---|---|---|---|---|---|
| Fri, 26 Sep 2025 | ฿38.4b | ฿40.2b | ฿1.3b | 15.6x | 28.9x | 1x |
| Sun, 24 Aug 2025 | ฿36.7b | ฿40.3b | ฿1.3b | 15.3x | 27.5x | 0.9x |
| Tue, 22 Jul 2025 | ฿36.2b | ฿41.4b | ฿1.9b | 10.9x | 19.4x | 0.9x |
| Thu, 19 Jun 2025 | ฿35.5b | ฿41.4b | ฿1.9b | 10x | 19x | 0.9x |
| Sat, 17 May 2025 | ฿38.2b | ฿41.8b | ฿2.0b | 11.2x | 19.4x | 0.9x |
| Mon, 14 Apr 2025 | ฿38.1b | ฿42.2b | ฿2.0b | 17.9x | 18.6x | 0.9x |
| Wed, 12 Mar 2025 | ฿40.9b | ฿42.2b | ฿2.0b | 19.4x | 20x | 1x |
| Fri, 07 Feb 2025 | ฿41.6b | ฿44.2b | ฿2.1b | 13.5x | 19.8x | 0.9x |
| Sun, 05 Jan 2025 | ฿44.2b | ฿44.2b | ฿2.1b | 15.2x | 21.1x | 1x |
| Tue, 03 Dec 2024 | ฿45.0b | ฿44.2b | ฿2.1b | 15.9x | 21.4x | 1x |
| Thu, 31 Oct 2024 | ฿47.5b | ฿44.0b | ฿2.4b | 14.5x | 19.7x | 1.1x |
| Sat, 28 Sep 2024 | ฿48.7b | ฿44.0b | ฿2.4b | 15.3x | 20.2x | 1.1x |
| Mon, 26 Aug 2024 | ฿45.9b | ฿43.9b | ฿2.4b | 15.4x | 19.4x | 1x |
| Wed, 24 Jul 2024 | ฿44.7b | ฿43.6b | ฿2.2b | 18.4x | 20.6x | 1x |
| Fri, 21 Jun 2024 | ฿46.5b | ฿43.6b | ฿2.2b | 19.8x | 21.4x | 1.1x |
| Sun, 19 May 2024 | ฿49.7b | ฿43.6b | ฿2.0b | 20.9x | 24.2x | 1.1x |
| Tue, 16 Apr 2024 | ฿52.3b | ฿43.5b | ฿2.0b | 20.8x | 26.7x | 1.2x |
| Thu, 14 Mar 2024 | ฿52.7b | ฿43.5b | ฿2.0b | 21.3x | 26.9x | 1.2x |
| Sat, 10 Feb 2024 | ฿53.7b | ฿43.4b | ฿2.1b | 22x | 26.2x | 1.2x |
| Mon, 08 Jan 2024 | ฿53.3b | ฿43.4b | ฿2.1b | 22.8x | 26x | 1.2x |
| Wed, 06 Dec 2023 | ฿50.3b | ฿43.4b | ฿2.1b | 23.2x | 24.5x | 1.2x |
| Fri, 03 Nov 2023 | ฿52.0b | ฿44.0b | ฿2.2b | 27.6x | 23.6x | 1.2x |
| Sun, 01 Oct 2023 | ฿56.2b | ฿44.0b | ฿2.2b | 26.3x | 25.5x | 1.3x |
| Tue, 29 Aug 2023 | ฿57.2b | ฿44.0b | ฿2.2b | 26.8x | 26x | 1.3x |
| Thu, 27 Jul 2023 | ฿56.8b | ฿44.2b | ฿2.4b | 20.3x | 23.3x | 1.3x |
| Sat, 24 Jun 2023 | ฿57.7b | ฿44.2b | ฿2.4b | 22.4x | 23.6x | 1.3x |
| Mon, 22 May 2023 | ฿54.2b | ฿44.3b | ฿2.5b | 22.5x | 21.7x | 1.2x |
| Wed, 19 Apr 2023 | ฿55.3b | ฿43.5b | ฿2.6b | 20.4x | 21x | 1.3x |
| Fri, 17 Mar 2023 | ฿53.5b | ฿43.5b | ฿2.6b | 19.1x | 20.3x | 1.2x |
| Sun, 12 Feb 2023 | ฿56.8b | ฿41.3b | ฿2.6b | 20.6x | 22x | 1.4x |
| Tue, 10 Jan 2023 | ฿52.2b | ฿41.3b | ฿2.6b | 20x | 20.2x | 1.3x |
| Thu, 08 Dec 2022 | ฿42.6b | ฿40.6b | ฿2.6b | 18.5x | 16.7x | 1x |
| Sat, 05 Nov 2022 | ฿42.0b | ฿37.4b | ฿2.0b | 15.7x | 21x | 1.1x |
| Mon, 03 Oct 2022 | ฿41.7b | ฿37.4b | ฿2.0b | 16.8x | 20.8x | 1.1x |
Price to Earnings Ratio
20.8x
Current Industry PE
- Investors are optimistic on the Thai Luxury industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 28.8x which is higher than its 3-year average PE of 22.1x.
- The 3-year average PS ratio of 1.1x is higher than the industry's current PS ratio of 0.95x.
Past Earnings Growth
- The earnings for companies in the Luxury industry have declined 13% per year over the last three years.
- Meanwhile revenues for these companies have grown 2.5% per year.
- This means that although more sales are being generated, 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 | -0.70% | |
| Consumer Discretionary | -1.28% | |
| Luxury | -1.00% | |
| Textiles | 1.03% | |
| Footwear | -0.92% | |
| Apparel, Accessories and Luxury Goods | -1.46% | |
Industry PE
- Investors are most optimistic about the Textiles industry which is trading above its 3-year average PE ratio of 118x.
- It looks like they are confident that earnings will grow faster in the future than they have historically.
- Investors are most pessimistic about the Footwear industry, which is trading close to its 3-year average of 20.3x.
Forecasted Growth
- Analysts are most optimistic on the Apparel, Accessories and Luxury Goods industry, expecting annual earnings growth of 5.9% over the next 5 years.
- This is better than its past earnings decline of 19% per year.
- In contrast, the Apparel, Accessories and Luxury Goods industry is expected to see its earnings grow by 5.9% 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 | |
|---|---|---|---|---|---|
| CWT Chai Watana Tannery Group | ฿1.27 | 14.4% +฿100.8m | 1.6% | PE13.3x | |
| SABINA Sabina | ฿16.60 | 1.2% +฿69.5m | -28.8% | PE13.5x | |
| MTW Make To Win Holding | ฿1.26 | 5.9% +฿61.5m | -2.3% | PS3.8x | |
| TPCS TPCS | ฿12.10 | 2.5% +฿32.4m | -0.8% | PE19.8x | |
| TTT Toray Textiles (Thailand) | ฿49.50 | 0.5% +฿14.5m | -12.0% | PE22.8x |