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Thai (SET) Specialty Stores Industry Analysis

UpdatedFeb 08, 2026
DataAggregated Company Financials
Companies30
  • 7D1.4%
  • 3M2.4%
  • 1Y-1.6%
  • YTD4.4%

In the last week, the Specialty Stores industry is up 2.0%, with Com7 up 7.8%. Overall in the last year, the industry is flat. As for the next few years, earnings are expected to grow by 7.5% per annum.

Industry Valuation and Performance

Has the Thai Specialty Stores Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 08 Feb 2026฿491.3b฿1.3t฿32.5b13x15.1x0.4x
Tue, 06 Jan 2026฿470.6b฿1.3t฿32.5b12.6x14.5x0.4x
Thu, 04 Dec 2025฿477.8b฿1.3t฿32.5b12.8x14.7x0.4x
Sat, 01 Nov 2025฿452.3b฿1.3t฿25.2b15.1x18x0.4x
Mon, 29 Sep 2025฿476.1b฿1.3t฿25.3b15.5x18.8x0.4x
Wed, 27 Aug 2025฿432.4b฿1.3t฿25.3b15x17.1x0.3x
Fri, 25 Jul 2025฿429.6b฿1.3t฿25.7b14.4x16.7x0.3x
Sun, 22 Jun 2025฿352.6b฿1.3t฿25.7b11.9x13.7x0.3x
Tue, 20 May 2025฿436.3b฿1.3t฿25.7b13.6x17x0.3x
Thu, 17 Apr 2025฿448.6b฿1.3t฿25.0b14.5x18x0.3x
Sat, 15 Mar 2025฿421.1b฿1.3t฿25.0b15.3x16.9x0.3x
Mon, 10 Feb 2025฿445.3b฿1.3t฿22.0b17.1x20.2x0.3x
Wed, 08 Jan 2025฿531.5b฿1.3t฿22.0b18.9x24.1x0.4x
Fri, 06 Dec 2024฿577.4b฿1.3t฿22.0b20.9x26.2x0.5x
Sun, 03 Nov 2024฿597.9b฿1.3t฿28.7b21x20.8x0.5x
Tue, 01 Oct 2024฿632.8b฿1.3t฿28.9b20.9x21.9x0.5x
Thu, 29 Aug 2024฿581.5b฿1.3t฿28.9b20.1x20.1x0.5x
Sat, 27 Jul 2024฿575.9b฿1.3t฿26.3b21.2x21.9x0.4x
Mon, 24 Jun 2024฿563.9b฿1.3t฿26.2b19.2x21.5x0.4x
Wed, 22 May 2024฿627.5b฿1.3t฿25.4b20.2x24.7x0.5x
Fri, 19 Apr 2024฿630.2b฿1.3t฿24.8b21x25.4x0.5x
Sun, 17 Mar 2024฿651.2b฿1.3t฿24.8b22.6x26.3x0.5x
Tue, 13 Feb 2024฿646.1b฿1.3t฿23.4b23.6x27.6x0.5x
Thu, 11 Jan 2024฿675.6b฿1.3t฿23.2b24.6x29.1x0.5x
Sat, 09 Dec 2023฿680.0b฿1.3t฿23.2b23.8x29.3x0.5x
Mon, 06 Nov 2023฿680.5b฿1.3t฿19.1b24.2x35.6x0.5x
Wed, 04 Oct 2023฿694.0b฿1.3t฿19.4b25.2x35.9x0.5x
Fri, 01 Sep 2023฿757.4b฿1.3t฿19.0b26.3x39.8x0.6x
Sun, 30 Jul 2023฿738.2b฿1.3t฿26.2b21.4x28.2x0.6x
Tue, 27 Jun 2023฿724.0b฿1.3t฿26.4b20x27.4x0.6x
Thu, 25 May 2023฿763.3b฿1.3t฿26.4b21.3x28.9x0.6x
Sat, 22 Apr 2023฿752.9b฿1.2t฿27.8b24.3x27.1x0.6x
Mon, 20 Mar 2023฿765.4b฿1.2t฿27.8b24.4x27.5x0.6x
Wed, 15 Feb 2023฿766.0b฿1.2t฿31.6b23.6x24.3x0.6x
Price to Earnings Ratio

24.3x


Total Market Cap: ฿766.0bTotal Earnings: ฿31.6bTotal Revenue: ฿1.2tTotal Market Cap vs Earnings and Revenue0%0%0%
Thai Specialty Stores Industry Price to Earnings3Y Average 23.4x202420252026
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 15.1x which is lower than its 3-year average PE of 23.4x.
  • The industry is trading close to its 3-year average PS ratio of 0.46x.
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 2.8% 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 Market2.13%
Consumer Discretionary2.77%
Specialty Stores1.41%
Computer and Electronics Retail6.64%
Automotive Retail1.53%
Home Improvement Retail0.61%
Home Furnishing Retail0.26%
Apparel Retail-0.98%
Specialty Stores-2.79%
Industry PE
  • Investors are most optimistic about the Apparel Retail industry which is trading above its 3-year average PE ratio of 27.1x.
    • Analysts are expecting annual earnings growth of 13.1%, which is higher than its past year's earnings decline of 63.0% per year.
  • Investors are most pessimistic about the Home Furnishing Retail industry, which is trading below its 3-year average of 14.5x.
Forecasted Growth
  • Analysts are most optimistic on the Specialty Stores industry, expecting annual earnings growth of 24% over the next 5 years.
  • This is better than its past earnings growth rate of 12% per year.
  • In contrast, the Automotive Retail industry is expected to see its earnings grow by 2.8% 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
COM7 Com7฿23.607.8%
+฿4.0b
9.8%PE14.4x
MRDIYT MR. D.I.Y. Holding (Thailand)฿9.055.2%
+฿2.7b
n/aPE22.4x
OR PTT Oil and Retail Business฿13.801.5%
+฿2.4b
22.1%PE13.5x
GLOBAL Siam Global House฿7.255.1%
+฿1.9b
-17.7%PE19x
DOHOME Dohome฿3.664.0%
+฿473.7m
-42.8%PE18.6x

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