Header cover image

Thai (SET) Specialty Stores Industry Analysis

UpdatedDec 10, 2024
DataAggregated Company Financials
Companies29
  • 7D-0.7%
  • 3M-9.0%
  • 1Y-16.7%
  • YTD-18.2%

Last week, the Specialty Stores industry hasn't moved much but Aurora Design is up 10% in that time. As for the longer term, the industry has declined 16% in the last year. 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?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 10 Dec 2024฿571.6b฿1.3t฿22.0b20.8x25.9x0.4x
Thu, 07 Nov 2024฿591.2b฿1.3t฿28.7b20.5x20.6x0.5x
Sat, 05 Oct 2024฿620.5b฿1.3t฿28.9b20.4x21.4x0.5x
Mon, 02 Sep 2024฿574.8b฿1.3t฿28.9b20.2x19.9x0.4x
Wed, 31 Jul 2024฿568.8b฿1.3t฿26.3b21x21.6x0.4x
Fri, 28 Jun 2024฿565.9b฿1.3t฿26.2b19x21.6x0.4x
Sun, 26 May 2024฿626.4b฿1.3t฿25.3b21.2x24.7x0.5x
Tue, 23 Apr 2024฿613.5b฿1.3t฿24.8b20.6x24.8x0.5x
Thu, 21 Mar 2024฿639.4b฿1.3t฿24.8b22x25.8x0.5x
Sat, 17 Feb 2024฿646.4b฿1.3t฿24.2b23.2x26.7x0.5x
Mon, 15 Jan 2024฿668.9b฿1.3t฿23.2b24.5x28.8x0.5x
Wed, 13 Dec 2023฿676.5b฿1.3t฿23.2b23.7x29.1x0.5x
Fri, 10 Nov 2023฿672.2b฿1.3t฿19.2b24.2x35.1x0.5x
Sun, 08 Oct 2023฿681.2b฿1.3t฿19.4b25.2x35.2x0.5x
Tue, 05 Sep 2023฿749.4b฿1.3t฿19.4b27.7x38.7x0.6x
Thu, 03 Aug 2023฿733.0b฿1.3t฿26.2b21x28x0.6x
Sat, 01 Jul 2023฿736.6b฿1.3t฿26.4b20.3x27.9x0.6x
Mon, 29 May 2023฿753.7b฿1.3t฿26.4b20.9x28.6x0.6x
Wed, 26 Apr 2023฿739.3b฿1.2t฿27.8b24x26.6x0.6x
Fri, 24 Mar 2023฿774.7b฿1.2t฿27.8b25.4x27.8x0.6x
Sun, 19 Feb 2023฿774.3b฿1.2t฿31.4b23.4x24.7x0.7x
Tue, 17 Jan 2023฿827.6b฿1.2t฿31.6b26.5x26.2x0.7x
Thu, 15 Dec 2022฿807.4b฿1.2t฿31.6b25.9x25.6x0.7x
Sat, 12 Nov 2022฿786.3b฿1.1t฿30.4b29.3x25.8x0.7x
Mon, 10 Oct 2022฿783.0b฿1.0t฿31.0b26.1x25.3x0.7x
Wed, 07 Sep 2022฿819.0b฿1.0t฿31.0b28.1x26.5x0.8x
Fri, 05 Aug 2022฿807.3b฿936.4b฿27.5b28.4x29.4x0.9x
Sun, 03 Jul 2022฿766.4b฿934.9b฿27.3b26.8x28.1x0.8x
Tue, 31 May 2022฿880.9b฿934.9b฿27.3b33.2x32.3x0.9x
Thu, 28 Apr 2022฿869.8b฿861.6b฿27.2b32.6x32x1x
Sat, 26 Mar 2022฿884.2b฿863.6b฿27.3b34.1x32.4x1x
Mon, 21 Feb 2022฿871.0b฿843.1b฿27.2b34.8x32x1x
Wed, 19 Jan 2022฿843.9b฿790.5b฿27.3b34.2x30.9x1.1x
Fri, 17 Dec 2021฿844.0b฿790.5b฿27.3b35.3x30.9x1.1x
Price to Earnings Ratio

30.9x


Total Market Cap: ฿844.0bTotal Earnings: ฿27.3bTotal Revenue: ฿790.5bTotal Market Cap vs Earnings and Revenue0%0%0%
Thai Specialty Stores Industry Price to Earnings3Y Average 27.7x202220232024
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 0.66x.
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 Market0.72%
Consumer Discretionary-0.28%
Specialty Stores-0.73%
Specialty Stores3.97%
Computer and Electronics Retail-0.14%
Apparel Retail-0.60%
Home Improvement Retail-1.40%
Automotive Retail-1.44%
Home Furnishing Retail-2.07%
Industry PE
  • Investors are most optimistic about the Specialty Stores industry which is trading above its 3-year average PE ratio of 18.9x.
    • 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 18.0x.
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?

CompanyLast Price7D1YValuation
AURA Aurora Design฿15.8010.5%
+฿2.0b
8.2%PE19.8x
MOSHI Moshi Moshi Retail Corporation฿48.002.7%
+฿412.5m
-0.5%PE34.3x
HEALTH Health Empire Corporation฿0.9149.2%
+฿115.3m
-63.9%PS9.4x
BIG Big Camera Corporation฿0.372.8%
+฿35.3m
-26.0%PE13.3x
SE-ED SE-Education฿2.082.0%
+฿15.7m
-8.8%PE80.5x
Simply Wall Street Pty Ltd (ACN 600 056 611), is a Corporate Authorised Representative (Authorised Representative Number: 467183) of Sanlam Private Wealth Pty Ltd (AFSL No. 337927). Any advice contained in this website is general advice only and has been prepared without considering your objectives, financial situation or needs. You should not rely on any advice and/or information contained in this website and before making any investment decision we recommend that you consider whether it is appropriate for your situation and seek appropriate financial, taxation and legal advice. Please read our Financial Services Guide before deciding whether to obtain financial services from us.

Latest News

PTG

฿8.40

PTG Energy

7D

-2.3%

1Y

-5.6%

MEB

฿27.25

MEB Corporation

7D

-0.9%

1Y

-16.8%

MOSHI

฿48.00

Moshi Moshi Retail Corporation

7D

2.7%

1Y

-0.5%

AURA

฿15.80

Aurora Design

7D

10.5%

1Y

8.2%

SE-ED

฿2.08

SE-Education

7D

2.0%

1Y

-8.8%

BTNC

฿16.80

Boutique Newcity

7D

3.1%

1Y

-19.6%

ILM

฿16.50

Index Living Mall

7D

-1.8%

1Y

-30.7%

OR

฿13.90

PTT Oil and Retail Business

7D

-1.4%

1Y

-30.5%

ACG

฿0.91

Autocorp Holding

7D

1.1%

1Y

-25.4%

SINGER

฿8.80

Singer Thailand

7D

-1.7%

1Y

-30.7%

ADVICE

฿5.95

Advice IT Infinite

7D

-1.7%

1Y

n/a

DOHOME

฿9.75

Dohome

7D

-2.5%

1Y

-15.8%

GLOBAL

฿15.60

Siam Global House

7D

-3.1%

1Y

0.1%

HEALTH

฿0.91

Health Empire Corporation

7D

49.2%

1Y

-63.9%

BIG

฿0.37

Big Camera Corporation

7D

2.8%

1Y

-26.0%