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Thai (SET) Specialty Stores Industry Analysis
UpdatedFeb 16, 2025
DataAggregated Company Financials
Companies29
- 7D1.2%
- 3M-20.8%
- 1Y-30.3%
- YTD-14.9%
The Specialty Stores industry is up 1.2% in the last week, with PTT Oil and Retail Business up 9.7%. In the same time, Siam Global House was down 11%. In contrast, the industry has lost 30% in the last 12 months. As for the next few years, earnings are expected to grow by 11% per annum.
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, 16 Feb 2025 | ฿450.6b | ฿1.3t | ฿24.7b | 17x | 18.2x | 0.4x |
| Tue, 14 Jan 2025 | ฿492.9b | ฿1.3t | ฿22.0b | 18.2x | 22.4x | 0.4x |
| Thu, 12 Dec 2024 | ฿575.9b | ฿1.3t | ฿22.0b | 20.8x | 26.1x | 0.4x |
| Sat, 09 Nov 2024 | ฿586.1b | ฿1.3t | ฿21.9b | 22.3x | 26.8x | 0.5x |
| Mon, 07 Oct 2024 | ฿620.5b | ฿1.3t | ฿28.9b | 20.4x | 21.4x | 0.5x |
| Wed, 04 Sep 2024 | ฿575.2b | ฿1.3t | ฿28.9b | 20.4x | 19.9x | 0.4x |
| Fri, 02 Aug 2024 | ฿574.5b | ฿1.3t | ฿26.3b | 21.5x | 21.9x | 0.4x |
| Sun, 30 Jun 2024 | ฿568.3b | ฿1.3t | ฿26.2b | 18.9x | 21.7x | 0.4x |
| Tue, 28 May 2024 | ฿621.8b | ฿1.3t | ฿25.4b | 21.1x | 24.5x | 0.5x |
| Thu, 25 Apr 2024 | ฿623.3b | ฿1.3t | ฿24.8b | 20.7x | 25.2x | 0.5x |
| Sat, 23 Mar 2024 | ฿640.9b | ฿1.3t | ฿24.8b | 22x | 25.9x | 0.5x |
| Mon, 19 Feb 2024 | ฿646.4b | ฿1.3t | ฿24.2b | 23.2x | 26.7x | 0.5x |
| Wed, 17 Jan 2024 | ฿659.7b | ฿1.3t | ฿23.2b | 24.2x | 28.4x | 0.5x |
| Fri, 15 Dec 2023 | ฿679.4b | ฿1.3t | ฿23.2b | 24x | 29.2x | 0.5x |
| Sun, 12 Nov 2023 | ฿675.0b | ฿1.3t | ฿23.4b | 24.1x | 28.8x | 0.5x |
| Tue, 10 Oct 2023 | ฿682.0b | ฿1.3t | ฿19.4b | 25.2x | 35.2x | 0.5x |
| Thu, 07 Sep 2023 | ฿752.4b | ฿1.3t | ฿19.4b | 27.9x | 38.9x | 0.6x |
| Sat, 05 Aug 2023 | ฿723.9b | ฿1.3t | ฿26.2b | 21x | 27.7x | 0.6x |
| Mon, 03 Jul 2023 | ฿736.6b | ฿1.3t | ฿26.4b | 20.3x | 27.9x | 0.6x |
| Wed, 31 May 2023 | ฿749.4b | ฿1.3t | ฿26.4b | 20.9x | 28.4x | 0.6x |
| Fri, 28 Apr 2023 | ฿763.4b | ฿1.3t | ฿28.4b | 24.1x | 26.9x | 0.6x |
| Sun, 26 Mar 2023 | ฿771.7b | ฿1.2t | ฿27.8b | 25.1x | 27.7x | 0.6x |
| Tue, 21 Feb 2023 | ฿778.3b | ฿1.2t | ฿28.2b | 26x | 27.6x | 0.6x |
| Thu, 19 Jan 2023 | ฿817.7b | ฿1.2t | ฿31.6b | 25.7x | 25.9x | 0.7x |
| Sat, 17 Dec 2022 | ฿795.6b | ฿1.2t | ฿31.6b | 25.3x | 25.2x | 0.7x |
| Mon, 14 Nov 2022 | ฿786.3b | ฿1.1t | ฿30.5b | 26.2x | 25.8x | 0.7x |
| Wed, 12 Oct 2022 | ฿771.0b | ฿1.0t | ฿31.0b | 25.5x | 24.9x | 0.7x |
| Fri, 09 Sep 2022 | ฿824.1b | ฿1.0t | ฿31.0b | 28.3x | 26.6x | 0.8x |
| Sun, 07 Aug 2022 | ฿815.1b | ฿936.4b | ฿27.5b | 28.6x | 29.7x | 0.9x |
| Tue, 05 Jul 2022 | ฿761.7b | ฿934.9b | ฿27.3b | 26.4x | 27.9x | 0.8x |
| Thu, 02 Jun 2022 | ฿882.3b | ฿934.9b | ฿27.3b | 33x | 32.3x | 0.9x |
| Sat, 30 Apr 2022 | ฿871.5b | ฿861.6b | ฿27.2b | 31.7x | 32x | 1x |
| Mon, 28 Mar 2022 | ฿884.2b | ฿863.6b | ฿27.3b | 34.1x | 32.4x | 1x |
| Wed, 23 Feb 2022 | ฿870.7b | ฿843.0b | ฿27.2b | 35x | 32x | 1x |
Price to Earnings Ratio
32x
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 18.2x which is lower than its 3-year average PE of 27.3x.
- The industry is trading close to its 3-year average PS ratio of 0.62x.
Past Earnings Growth
- The earnings for companies in the Specialty Retail industry have declined 3.2% per year over the last three years.
- Meanwhile revenues for these companies have grown 15% 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 | -0.76% | |
| Consumer Discretionary | 2.48% | |
| Specialty Stores | 1.19% | |
| Automotive Retail | 8.89% | |
| Apparel Retail | 1.40% | |
| Specialty Stores | 0.22% | |
| Computer and Electronics Retail | -1.16% | |
| Home Furnishing Retail | -2.48% | |
| Home Improvement Retail | -4.13% | |
Industry PE
- Investors are most optimistic about the Specialty Stores industry which is trading above its 3-year average PE ratio of 15.8x.
- Analysts are expecting annual earnings growth of 12.3%, which is higher than its past year's earnings decline of 5.5% per year.
- Investors are most pessimistic about the Apparel Retail industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 9.9x.
Forecasted Growth
- Analysts are most optimistic on the Apparel Retail industry, expecting annual earnings growth of 17% 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 5.4% 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 | |
|---|---|---|---|---|---|
| OR PTT Oil and Retail Business | ฿12.40 | 9.7% +฿13.2b | -32.6% | PE19.5x | |
| MOSHI Moshi Moshi Retail Corporation | ฿37.75 | 4.9% +฿577.5m | -32.6% | PE27x | |
| MGC Millennium Group Corporation (Asia) | ฿2.80 | 9.4% +฿268.8m | -45.1% | PE34.3x | |
| MEB MEB Corporation | ฿21.20 | 3.9% +฿240.0m | -38.6% | PE14.6x | |
| ADVICE Advice IT Infinite | ฿4.74 | 1.3% +฿37.2m | 3.9% | PE13.8x |