Thai (SET) Specialty Stores Industry Analysis
UpdatedApr 26, 2024
DataAggregated Company Financials
Companies29
- 7D-1.1%
- 3M-0.3%
- 1Y-19.6%
- YTD-10.8%
The Specialty Stores industry has stayed flat over the last week. Unfortunately though, the industry is down 19% over the past 12 months. Earnings are forecast to grow by 11% 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 |
|---|---|---|---|---|---|---|
| Fri, 26 Apr 2024 | ฿623.4b | ฿1.3t | ฿24.8b | 21x | 25.2x | 0.5x |
| Sun, 24 Mar 2024 | ฿640.9b | ฿1.3t | ฿24.8b | 22x | 25.9x | 0.5x |
| Tue, 20 Feb 2024 | ฿648.6b | ฿1.3t | ฿24.2b | 23.2x | 26.8x | 0.5x |
| Thu, 18 Jan 2024 | ฿642.8b | ฿1.3t | ฿23.2b | 23.3x | 27.7x | 0.5x |
| Sat, 16 Dec 2023 | ฿683.7b | ฿1.3t | ฿23.2b | 24.2x | 29.4x | 0.5x |
| Mon, 13 Nov 2023 | ฿675.0b | ฿1.3t | ฿23.4b | 24.1x | 28.8x | 0.5x |
| Wed, 11 Oct 2023 | ฿679.9b | ฿1.3t | ฿19.4b | 25x | 35.1x | 0.5x |
| Fri, 08 Sep 2023 | ฿753.4b | ฿1.3t | ฿19.4b | 27.9x | 38.9x | 0.6x |
| Sun, 06 Aug 2023 | ฿723.9b | ฿1.3t | ฿26.2b | 21x | 27.7x | 0.6x |
| Tue, 04 Jul 2023 | ฿736.5b | ฿1.3t | ฿26.4b | 20.5x | 27.9x | 0.6x |
| Thu, 01 Jun 2023 | ฿750.4b | ฿1.3t | ฿26.4b | 21.4x | 28.4x | 0.6x |
| Sat, 29 Apr 2023 | ฿762.0b | ฿1.3t | ฿28.5b | 24.3x | 26.7x | 0.6x |
| Mon, 27 Mar 2023 | ฿771.7b | ฿1.2t | ฿27.8b | 25.1x | 27.7x | 0.6x |
| Wed, 22 Feb 2023 | ฿794.5b | ฿1.2t | ฿28.2b | 26.6x | 28.1x | 0.6x |
| Fri, 20 Jan 2023 | ฿820.7b | ฿1.2t | ฿31.6b | 25.7x | 26x | 0.7x |
| Sun, 18 Dec 2022 | ฿795.6b | ฿1.2t | ฿31.6b | 25.3x | 25.2x | 0.7x |
| Tue, 15 Nov 2022 | ฿776.9b | ฿1.1t | ฿30.5b | 25.8x | 25.5x | 0.7x |
| Thu, 13 Oct 2022 | ฿776.3b | ฿1.0t | ฿31.0b | 25.9x | 25.1x | 0.7x |
| Sat, 10 Sep 2022 | ฿831.3b | ฿1.0t | ฿31.0b | 28.1x | 26.9x | 0.8x |
| Mon, 08 Aug 2022 | ฿815.1b | ฿938.2b | ฿27.2b | 30.7x | 30x | 0.9x |
| Wed, 06 Jul 2022 | ฿750.9b | ฿934.9b | ฿27.3b | 26x | 27.5x | 0.8x |
| Fri, 03 Jun 2022 | ฿882.3b | ฿934.9b | ฿27.3b | 33x | 32.3x | 0.9x |
| Sun, 01 May 2022 | ฿871.5b | ฿861.6b | ฿27.2b | 31.7x | 32x | 1x |
| Tue, 29 Mar 2022 | ฿888.9b | ฿861.6b | ฿27.2b | 34.5x | 32.7x | 1x |
| Thu, 24 Feb 2022 | ฿881.5b | ฿843.0b | ฿27.2b | 35.3x | 32.4x | 1x |
| Sat, 22 Jan 2022 | ฿833.6b | ฿790.5b | ฿27.3b | 33.8x | 30.5x | 1.1x |
| Mon, 20 Dec 2021 | ฿842.9b | ฿790.5b | ฿27.3b | 35.6x | 30.9x | 1.1x |
| Wed, 17 Nov 2021 | ฿850.5b | ฿791.3b | ฿27.4b | 34.2x | 31x | 1.1x |
| Fri, 15 Oct 2021 | ฿858.6b | ฿772.6b | ฿29.5b | 35.7x | 29.1x | 1.1x |
| Sun, 12 Sep 2021 | ฿857.4b | ฿772.6b | ฿29.5b | 35.2x | 29.1x | 1.1x |
| Tue, 10 Aug 2021 | ฿815.9b | ฿772.6b | ฿29.5b | 34.7x | 27.7x | 1.1x |
| Mon, 03 May 2021 | ฿890.6b | ฿714.1b | ฿24.8b | 41.9x | 35.9x | 1.2x |
Price to Earnings Ratio
35.9x
Current Industry PE
- Investors are pessimistic on the Thai Specialty Retail 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 25.2x which is lower than its 3-year average PE of 29.5x.
- The industry is trading close to its 3-year average PS ratio of 0.80x.
Past Earnings Growth
- The earnings for companies in the Specialty Retail industry have remained mostly flat over the last three years.
- Meanwhile revenues for these companies have grown 22% 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 and as a result, profits have held steady.
Industry Trends
Which industries have driven the changes within the Thai Consumer Discretionary industry?
| TH Market | 0.25% | |
| Consumer Discretionary | -0.36% | |
| Specialty Stores | -1.07% | |
| Home Furnishing Retail | 3.78% | |
| Apparel Retail | 1.78% | |
| Computer and Electronics Retail | 1.15% | |
| Specialty Stores | -1.15% | |
| Home Improvement Retail | -1.32% | |
| Automotive Retail | -1.58% | |
Industry PE
- Investors are most optimistic about the Apparel Retail industry which is trading above its 3-year average PE ratio.
- Analysts are expecting annual earnings growth of 22.7%, which is lower than the prior year's growth of 32.3% per year.
Forecasted Growth
- Analysts are most optimistic on the Specialty Stores industry, expecting annual earnings growth of 34% over the next 5 years.
- This is better than its past earnings growth rate of 17% per year.
- In contrast, the Automotive Retail industry is expected to see its earnings grow by 7.2% 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 | |
|---|---|---|---|---|---|
| COM7 Com7 | ฿18.30 | 1.7% +฿715.5m | -28.9% | PE15.3x | |
| GLOBAL Siam Global House | ฿16.20 | 0.6% +฿520.2m | -1.5% | PE31.5x | |
| ILM Index Living Mall | ฿20.90 | 5.0% +฿505.0m | -0.5% | PE14.5x | |
| AURA Aurora Design | ฿13.30 | 1.5% +฿266.8m | -24.0% | PE20.9x | |
| TAN Tanachira Retail Corporation | ฿17.40 | 2.4% +฿120.0m | n/a | PE31.3x |