Have your own idea? Try our Stock Screener
Thai (SET) Luxury Industry Analysis
UpdatedAug 11, 2025
DataAggregated Company Financials
Companies20
- 7D3.0%
- 3M-3.3%
- 1Y-10.4%
- YTD-15.0%
Over the last 7 days, the Luxury industry has risen 2.8%, driven by gains in Sabina and Thai Textile Industry of 7.2% and 27%, respectively. In the same time, Thai Wacoal was down 9.0%. In contrast, the industry has lost 10% in the last 12 months. Earnings are forecast to grow by 4.3% 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 |
|---|---|---|---|---|---|---|
| Mon, 11 Aug 2025 | ฿37.7b | ฿41.3b | ฿1.8b | 10.8x | 21.5x | 0.9x |
| Wed, 09 Jul 2025 | ฿35.4b | ฿41.4b | ฿1.9b | 10.2x | 19x | 0.9x |
| Fri, 06 Jun 2025 | ฿36.4b | ฿41.4b | ฿1.9b | 10.1x | 19.5x | 0.9x |
| Sun, 04 May 2025 | ฿39.4b | ฿42.2b | ฿2.0b | 17.5x | 19.3x | 0.9x |
| Tue, 01 Apr 2025 | ฿39.1b | ฿42.2b | ฿2.0b | 18.8x | 19.1x | 0.9x |
| Thu, 27 Feb 2025 | ฿42.2b | ฿42.6b | ฿2.0b | 24.4x | 21.2x | 1x |
| Sat, 25 Jan 2025 | ฿42.2b | ฿44.2b | ฿2.1b | 13.8x | 20.1x | 1x |
| Mon, 23 Dec 2024 | ฿43.9b | ฿44.2b | ฿2.1b | 15x | 20.9x | 1x |
| Wed, 20 Nov 2024 | ฿45.7b | ฿43.7b | ฿2.1b | 16.1x | 22x | 1x |
| Fri, 18 Oct 2024 | ฿48.3b | ฿44.0b | ฿2.4b | 15x | 20.1x | 1.1x |
| Sun, 15 Sep 2024 | ฿48.2b | ฿44.0b | ฿2.4b | 15.8x | 20x | 1.1x |
| Tue, 13 Aug 2024 | ฿41.9b | ฿42.8b | ฿2.1b | 15.5x | 19.6x | 1x |
| Thu, 11 Jul 2024 | ฿46.7b | ฿43.6b | ฿2.2b | 19.6x | 21.4x | 1.1x |
| Sat, 08 Jun 2024 | ฿48.8b | ฿43.6b | ฿2.2b | 20.1x | 22.4x | 1.1x |
| Mon, 06 May 2024 | ฿50.5b | ฿43.5b | ฿2.0b | 20.6x | 25.8x | 1.2x |
| Wed, 03 Apr 2024 | ฿52.1b | ฿43.5b | ฿2.0b | 20.9x | 26.6x | 1.2x |
| Fri, 01 Mar 2024 | ฿52.0b | ฿43.9b | ฿2.2b | 19.6x | 23.7x | 1.2x |
| Sun, 28 Jan 2024 | ฿52.6b | ฿43.4b | ฿2.1b | 22.1x | 25.6x | 1.2x |
| Tue, 26 Dec 2023 | ฿52.4b | ฿43.4b | ฿2.1b | 23.2x | 25.5x | 1.2x |
| Thu, 23 Nov 2023 | ฿52.0b | ฿43.3b | ฿2.1b | 24x | 25.3x | 1.2x |
| Sat, 21 Oct 2023 | ฿53.3b | ฿44.0b | ฿2.2b | 26.8x | 24.2x | 1.2x |
| Mon, 18 Sep 2023 | ฿56.9b | ฿44.0b | ฿2.2b | 26.6x | 25.8x | 1.3x |
| Wed, 16 Aug 2023 | ฿55.7b | ฿43.5b | ฿2.4b | 22.8x | 23.6x | 1.3x |
| Fri, 14 Jul 2023 | ฿56.4b | ฿44.2b | ฿2.4b | 20.8x | 23.1x | 1.3x |
| Sun, 11 Jun 2023 | ฿60.5b | ฿44.2b | ฿2.4b | 23.9x | 24.8x | 1.4x |
| Tue, 09 May 2023 | ฿53.9b | ฿43.5b | ฿2.6b | 18.4x | 20.4x | 1.2x |
| Thu, 06 Apr 2023 | ฿55.1b | ฿43.5b | ฿2.6b | 18.6x | 20.9x | 1.3x |
| Sat, 04 Mar 2023 | ฿54.8b | ฿42.1b | ฿2.6b | 21.7x | 20.9x | 1.3x |
| Mon, 30 Jan 2023 | ฿55.8b | ฿41.3b | ฿2.6b | 20.3x | 21.6x | 1.3x |
| Wed, 28 Dec 2022 | ฿49.8b | ฿41.3b | ฿2.6b | 19.1x | 19.3x | 1.2x |
| Fri, 25 Nov 2022 | ฿41.2b | ฿40.4b | ฿2.5b | 16.5x | 16.3x | 1x |
| Sun, 23 Oct 2022 | ฿42.4b | ฿37.4b | ฿2.0b | 16.1x | 21.2x | 1.1x |
| Tue, 20 Sep 2022 | ฿41.2b | ฿37.4b | ฿2.0b | 17.6x | 20.6x | 1.1x |
| Thu, 18 Aug 2022 | ฿42.8b | ฿36.4b | ฿1.9b | 18.5x | 22.7x | 1.2x |
Price to Earnings Ratio
22.7x
Current Industry PE
- Investors are relatively neutral on the Thai Luxury industry at the moment, indicating that they anticipate long term growth rates to remain steady.
- The industry is trading close to its 3-year average PE ratio of 21.9x.
- The 3-year average PS ratio of 1.1x is higher than the industry's current PS ratio of 0.91x.
Past Earnings Growth
- The earnings for companies in the Luxury industry have declined 2.3% per year over the last three years.
- Meanwhile revenues for these companies have grown 4.3% 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 | 2.58% | |
| Consumer Discretionary | 2.54% | |
| Luxury | 2.96% | |
| Textiles | 7.63% | |
| Footwear | 3.25% | |
| Apparel, Accessories and Luxury Goods | 1.87% | |
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 Footwear industry, which is trading below its 3-year average of 21.5x.
Forecasted Growth
- Analysts are most optimistic on the Apparel, Accessories and Luxury Goods industry, expecting annual earnings growth of 4.3% over the next 5 years.
- This is better than its past earnings decline of 5.1% per year.
- In contrast, the Apparel, Accessories and Luxury Goods industry is expected to see its earnings grow by 4.3% 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 | |
|---|---|---|---|---|---|
| SABINA Sabina | ฿16.30 | 7.2% +฿382.3m | -23.1% | PE12.7x | |
| TTI Thai Textile Industry | ฿32.00 | 26.7% +฿337.5m | 20.8% | PS0.9x | |
| MC MC Group | ฿10.30 | 2.0% +฿158.4m | 6.2% | PE10.7x | |
| CPL CPL Group | ฿1.01 | 34.7% +฿114.4m | -21.7% | PS0.2x | |
| CPH Castle Peak Holdings | ฿10.10 | 36.5% +฿108.0m | 18.1% | PE67.5x |