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Thai (SET) Luxury Industry Analysis

UpdatedNov 26, 2022
DataAggregated Company Financials
Companies18
  • 7D0.4%
  • 3M-2.5%
  • 1Y13.9%
  • YTD11.7%

Over the last 7 days, the Luxury industry has remained flat, although notably Thai Wacoal gained 7.4%. As for the the longer term, the industry is up 14% over the past 12 months. As for the next few years, earnings are expected to grow by 12% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 27 Nov 2022฿41.7b฿40.4b฿2.5b16.6x16.5x1x
Tue, 25 Oct 2022฿42.4b฿37.4b฿2.0b16.1x21.2x1.1x
Thu, 22 Sep 2022฿41.4b฿37.4b฿2.0b17.4x20.7x1.1x
Sat, 20 Aug 2022฿43.0b฿37.1b฿1.9b18.7x22.6x1.2x
Mon, 18 Jul 2022฿39.4b฿34.8b฿1.5b19x26.8x1.1x
Wed, 15 Jun 2022฿41.6b฿34.8b฿1.5b19.2x28.3x1.2x
Fri, 13 May 2022฿38.2b฿33.1b฿1.1b19.4x35.3x1.2x
Sun, 10 Apr 2022฿39.2b฿33.1b฿1.1b19.7x36.7x1.2x
Tue, 08 Mar 2022฿39.1b฿33.1b฿1.1b19.3x36.6x1.2x
Thu, 03 Feb 2022฿39.3b฿31.9b฿829.9m20.1x47.4x1.2x
Sat, 01 Jan 2022฿38.6b฿31.9b฿829.9m19.9x46.6x1.2x
Mon, 29 Nov 2021฿38.2b฿31.9b฿829.9m16.2x46x1.2x
Wed, 27 Oct 2021฿37.5b฿31.7b฿411.2m16.9x91.1x1.2x
Fri, 24 Sep 2021฿36.6b฿31.7b฿411.2m16.8x88.9x1.2x
Sun, 22 Aug 2021฿35.4b฿31.7b฿411.2m16.1x86.2x1.1x
Fri, 09 Jul 2021฿37.5b฿31.7b฿411.2m17.3x91.2x1.2x
Thu, 01 Apr 2021฿37.8b฿29.8b฿52.8m19x714.7x1.3x
Sun, 03 Jan 2021฿34.1b฿30.4b฿29.0m17.3x1174.7x1.1x
Wed, 07 Oct 2020฿33.9b฿32.1b฿21.1m20.2x1602.7x1.1x
Tue, 30 Jun 2020฿32.0b฿34.3b฿467.8m21.1x68.3x0.9x
Fri, 03 Apr 2020฿27.9b฿38.1b฿792.3m13.3x35.2x0.7x
Mon, 06 Jan 2020฿34.4b฿39.5b฿1.1b14.5x30.2x0.9x
Price to Earnings Ratio

21.1x


Total Market Cap: ฿35.8bTotal Earnings: ฿1.7bTotal Revenue: ฿40.9bTotal Market Cap vs Earnings and Revenue0%0%0%
Thai Luxury Industry Price to Earnings3Y Average 327.8x202020212022
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 16.5x which is lower than its 3-year average PE of 328x.
  • The industry is trading close to its 3-year average PS ratio of 1.1x.
Past Earnings Growth
  • The earnings for companies in the Luxury industry have grown 14% per year over the last three years, while revenues have remained mostly flat.
  • This means that companies overall are more efficiently conducting business since profits are increasing while sales have been flat.

Industry Trends

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

TH Market0.16%
Consumer Discretionary1.15%
Luxury0.38%
Apparel, Accessories and Luxury Goods1.08%
Textiles-1.16%
Footwear-1.17%
Industry PE
  • Investors are most optimistic about the Footwear industry which is trading above its 3-year average PE ratio of 19.5x.
    • It looks like they are confident that earnings will grow faster in the future than they have historically.
  • Investors are most pessimistic about the Textiles industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average.
Forecasted Growth
  • Analysts are most optimistic on the Apparel, Accessories and Luxury Goods industry, expecting annual earnings growth of 12% over the next 5 years.
  • However this is lower than its past earnings growth rate of 87% per year.
  • In contrast, the Apparel, Accessories and Luxury Goods industry is expected to see its earnings grow by 12% 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
WACOAL Thai Wacoal฿36.507.4%
+฿300.0m
-8.2%PE53.5x
TNL Thanulux฿34.502.2%
+฿93.8m
76.0%PE48.8x
MC MC Group฿10.101.0%
+฿79.2m
12.2%PE13.8x
SAWANG Sawang Export฿13.506.3%
+฿19.2m
32.4%PS3.5x
CWT Chai Watana Tannery Group฿2.640.8%
+฿12.6m
-23.3%PE7.1x
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Latest News

UPF

฿60.50

Union Pioneer

7D

0.8%

1Y

-8.7%

PG

฿7.25

People's Garment

7D

0.7%

1Y

8.2%

TPCS

฿20.90

TPCS

7D

-3.7%

1Y

64.6%

CWT

฿2.64

Chai Watana Tannery Group

7D

0.8%

1Y

-23.3%

SABINA

฿22.90

Sabina

7D

-0.4%

1Y

14.5%

TNL

฿34.50

Thanulux

7D

2.2%

1Y

76.0%

SAWANG

฿13.50

Sawang Export

7D

6.3%

1Y

32.4%

RSP

฿2.40

Rich Sport

7D

-0.8%

1Y

12.2%

PDJ

฿3.02

Pranda Jewelry

7D

-3.8%

1Y

22.8%

PAF

฿1.54

Pan Asia Footwear

7D

-1.9%

1Y

-39.4%

CPL

฿2.48

CPL Group

7D

-4.6%

1Y

24.0%

CPH

฿34.25

Castle Peak Holdings

7D

-6.2%

1Y

796.6%

AFC

฿9.30

Asia Fiber

7D

0.5%

1Y

-10.6%

MC

฿10.10

MC Group

7D

1.0%

1Y

12.2%

WACOAL

฿36.50

Thai Wacoal

7D

7.4%

1Y

-8.2%