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Thai (SET) Specialty Stores Industry Analysis
UpdatedDec 21, 2024
DataAggregated Company Financials
Companies29
- 7D-4.9%
- 3M-14.3%
- 1Y-21.7%
- YTD-22.5%
Over the last 7 days, the Specialty Stores industry has dropped 4.3%, driven by a pullback from Home Product Center of 8.2%. Overall the industry is down 20% in 12 months. Earnings are forecast to grow by 17% annually.
Industry Valuation and Performance
Has the Thai Specialty Stores Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 22 Dec 2024 | ฿541.2b | ฿1.3t | ฿22.0b | 20.1x | 24.6x | 0.4x |
| Tue, 19 Nov 2024 | ฿582.9b | ฿1.3t | ฿22.0b | 20.7x | 26.4x | 0.5x |
| Thu, 17 Oct 2024 | ฿630.6b | ฿1.3t | ฿28.9b | 21.1x | 21.8x | 0.5x |
| Sat, 14 Sep 2024 | ฿623.7b | ฿1.3t | ฿28.9b | 21.4x | 21.6x | 0.5x |
| Mon, 12 Aug 2024 | ฿516.6b | ฿1.3t | ฿28.8b | 21.4x | 17.9x | 0.4x |
| Wed, 10 Jul 2024 | ฿582.6b | ฿1.3t | ฿26.2b | 21x | 22.2x | 0.5x |
| Fri, 07 Jun 2024 | ฿596.6b | ฿1.3t | ฿26.2b | 20x | 22.8x | 0.5x |
| Sun, 05 May 2024 | ฿635.1b | ฿1.3t | ฿24.7b | 20.6x | 25.7x | 0.5x |
| Tue, 02 Apr 2024 | ฿638.3b | ฿1.3t | ฿24.8b | 21.7x | 25.8x | 0.5x |
| Thu, 29 Feb 2024 | ฿657.9b | ฿1.3t | ฿24.7b | 23.2x | 26.6x | 0.5x |
| Sat, 27 Jan 2024 | ฿620.9b | ฿1.3t | ฿23.2b | 22.7x | 26.7x | 0.5x |
| Mon, 25 Dec 2023 | ฿685.5b | ฿1.3t | ฿23.2b | 24.2x | 29.5x | 0.5x |
| Wed, 22 Nov 2023 | ฿693.9b | ฿1.3t | ฿23.7b | 24.7x | 29.3x | 0.5x |
| Fri, 20 Oct 2023 | ฿669.9b | ฿1.3t | ฿19.4b | 24.8x | 34.6x | 0.5x |
| Sun, 17 Sep 2023 | ฿735.3b | ฿1.3t | ฿19.4b | 27.5x | 38x | 0.6x |
| Tue, 15 Aug 2023 | ฿723.9b | ฿1.3t | ฿19.0b | 26.1x | 38.2x | 0.6x |
| Thu, 13 Jul 2023 | ฿704.6b | ฿1.3t | ฿26.4b | 20.2x | 26.7x | 0.5x |
| Sat, 10 Jun 2023 | ฿749.7b | ฿1.3t | ฿26.4b | 21.1x | 28.4x | 0.6x |
| Mon, 08 May 2023 | ฿766.5b | ฿1.3t | ฿28.2b | 24.9x | 27.1x | 0.6x |
| Wed, 05 Apr 2023 | ฿771.8b | ฿1.2t | ฿27.8b | 24.8x | 27.8x | 0.6x |
| Fri, 03 Mar 2023 | ฿764.8b | ฿1.2t | ฿27.8b | 24x | 27.6x | 0.6x |
| Sun, 29 Jan 2023 | ฿793.6b | ฿1.2t | ฿31.6b | 24.7x | 25.1x | 0.7x |
| Tue, 27 Dec 2022 | ฿811.4b | ฿1.2t | ฿31.6b | 25.7x | 25.7x | 0.7x |
| Thu, 24 Nov 2022 | ฿780.8b | ฿1.2t | ฿30.9b | 25.6x | 25.3x | 0.7x |
| Sat, 22 Oct 2022 | ฿791.4b | ฿1.0t | ฿31.0b | 26.6x | 25.6x | 0.8x |
| Mon, 19 Sep 2022 | ฿817.0b | ฿1.0t | ฿31.0b | 27.4x | 26.4x | 0.8x |
| Wed, 17 Aug 2022 | ฿826.5b | ฿1.0t | ฿30.8b | 28.3x | 26.9x | 0.8x |
| Fri, 15 Jul 2022 | ฿748.2b | ฿934.9b | ฿27.3b | 25.6x | 27.4x | 0.8x |
| Sun, 12 Jun 2022 | ฿858.2b | ฿934.9b | ฿27.3b | 31x | 31.4x | 0.9x |
| Tue, 10 May 2022 | ฿844.3b | ฿865.5b | ฿27.5b | 30.8x | 30.7x | 1x |
| Thu, 07 Apr 2022 | ฿900.1b | ฿861.6b | ฿27.2b | 33.3x | 33.1x | 1x |
| Sat, 05 Mar 2022 | ฿877.2b | ฿861.5b | ฿27.2b | 31.2x | 32.2x | 1x |
| Mon, 31 Jan 2022 | ฿811.4b | ฿790.5b | ฿27.3b | 33.2x | 29.7x | 1x |
| Wed, 29 Dec 2021 | ฿910.9b | ฿790.5b | ฿27.3b | 34.8x | 33.4x | 1.2x |
Price to Earnings Ratio
33.4x
Current Industry PE
- Investors are relatively neutral on the Thai Specialty Retail 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 27.7x.
- The industry is trading close to its 3-year average PS ratio of 0.65x.
Past Earnings Growth
- The earnings for companies in the Specialty Retail industry have declined 6.9% per year over the last three years.
- Meanwhile revenues for these companies have grown 17% 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 | -4.65% | |
| Consumer Discretionary | -3.51% | |
| Specialty Stores | -4.89% | |
| Computer and Electronics Retail | -1.83% | |
| Home Furnishing Retail | -2.81% | |
| Apparel Retail | -3.76% | |
| Specialty Stores | -4.11% | |
| Automotive Retail | -4.83% | |
| Home Improvement Retail | -6.15% | |
Industry PE
- Investors are most optimistic about the Specialty Stores industry which is trading above its 3-year average PE ratio of 18.7x.
- Analysts are expecting annual earnings growth of 11.4%, which is higher than its past year's earnings decline of 5.5% per year.
- Investors are most pessimistic about the Home Furnishing Retail industry, which is trading below its 3-year average of 17.9x.
Forecasted Growth
- Analysts are most optimistic on the Apparel Retail industry, expecting annual earnings growth of 29% over the next 5 years.
- This is better than its past earnings decline of 39% per year.
- In contrast, the Home Furnishing Retail industry is expected to see its earnings grow by 8.4% 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 | |
|---|---|---|---|---|---|
| AURA Aurora Design | ฿15.10 | 0.7% +฿133.4m | 1.3% | PE18.9x | |
| SCM Successmore Being | ฿3.72 | 0.5% +฿11.9m | 6.9% | PE37.9x |