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Thai (SET) Consumer Staples Sector Analysis

UpdatedSep 18, 2025
DataAggregated Company Financials
Companies91
  • 7D1.4%
  • 3M16.1%
  • 1Y-19.5%
  • YTD-11.2%

In the last week, the Consumer Staples industry is up 1.4%, with CP ALL up 2.1%. In contrast, the industry has lost 20% in the last 12 months. Looking forward, earnings are forecast to grow by 6.1% annually.

Sector Valuation and Performance

Has the Thai Consumer Staples Sector valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 18 Sep 2025฿1.6t฿3.1t฿128.7b12.4x12.7x0.5x
Sat, 16 Aug 2025฿1.6t฿3.1t฿129.2b12.1x12x0.5x
Mon, 14 Jul 2025฿1.5t฿3.1t฿121.6b11.4x12.1x0.5x
Wed, 11 Jun 2025฿1.6t฿3.1t฿121.8b11.6x12.8x0.5x
Fri, 09 May 2025฿1.7t฿3.0t฿108.9b11.9x15.8x0.6x
Sun, 06 Apr 2025฿1.6t฿3.0t฿109.0b11.1x15.1x0.5x
Tue, 04 Mar 2025฿1.7t฿3.0t฿109.3b12.2x15.7x0.6x
Thu, 30 Jan 2025฿1.8t฿3.0t฿99.5b13.4x18.1x0.6x
Sat, 28 Dec 2024฿1.9t฿3.0t฿99.5b13.8x18.6x0.6x
Mon, 25 Nov 2024฿2.0t฿3.0t฿101.1b15x20.1x0.7x
Wed, 23 Oct 2024฿2.1t฿3.0t฿86.6b15.7x24.4x0.7x
Fri, 20 Sep 2024฿2.1t฿3.0t฿86.4b15.5x24.1x0.7x
Sun, 18 Aug 2024฿1.9t฿3.0t฿86.1b14.8x22.3x0.6x
Tue, 16 Jul 2024฿2.0t฿2.9t฿70.0b19.4x28.3x0.7x
Thu, 13 Jun 2024฿1.9t฿2.9t฿69.8b18x27.9x0.7x
Sat, 11 May 2024฿2.0t฿2.9t฿64.3b20.7x31x0.7x
Mon, 08 Apr 2024฿1.9t฿2.9t฿62.1b20x30.4x0.7x
Wed, 06 Mar 2024฿1.9t฿2.9t฿62.1b20.4x30.7x0.7x
Fri, 02 Feb 2024฿1.9t฿2.9t฿62.5b21.2x30x0.6x
Sun, 31 Dec 2023฿1.9t฿2.9t฿62.5b20.4x30.5x0.7x
Tue, 28 Nov 2023฿1.9t฿2.9t฿60.7b20.3x31.1x0.7x
Thu, 26 Oct 2023฿1.9t฿2.9t฿74.6b19.9x25.4x0.6x
Sat, 23 Sep 2023฿2.1t฿2.9t฿74.2b22.8x28.1x0.7x
Mon, 21 Aug 2023฿2.1t฿2.9t฿74.9b21.1x27.6x0.7x
Wed, 19 Jul 2023฿2.1t฿2.9t฿84.0b21x24.6x0.7x
Fri, 16 Jun 2023฿2.2t฿2.9t฿84.0b21.7x26x0.8x
Sun, 14 May 2023฿2.2t฿2.9t฿90.8b19x24.4x0.8x
Tue, 11 Apr 2023฿2.2t฿2.9t฿91.7b20.6x23.5x0.8x
Thu, 09 Mar 2023฿2.3t฿3.6t฿5.4b19.1x424.3x0.6x
Sat, 04 Feb 2023฿2.4t฿2.7t฿106.2b17.9x22.2x0.9x
Mon, 02 Jan 2023฿2.3t฿2.7t฿106.2b17.8x21.9x0.8x
Wed, 30 Nov 2022฿2.2t฿2.7t฿101.3b18.3x21.3x0.8x
Fri, 28 Oct 2022฿2.0t฿2.4t฿76.4b20x26.4x0.8x
Sun, 25 Sep 2022฿2.0t฿2.4t฿76.4b21x26.1x0.8x
Price to Earnings Ratio

26.1x


Total Market Cap: ฿2.0tTotal Earnings: ฿76.4bTotal Revenue: ฿2.4tTotal Market Cap vs Earnings and Revenue0%0%0%
Thai Consumer Staples Sector Price to Earnings3Y Average 23.5x202320242025
Current Industry PE
  • Investors are pessimistic on the Thai Consumer Staples 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 12.7x which is lower than its 3-year average PE of 23.5x.
  • The industry is trading close to its 3-year average PS ratio of 0.67x.
Past Earnings Growth
  • The earnings for companies in the Consumer Staples industry have grown 19% per year over the last three years.
  • Revenues for these companies have grown 9.0% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

Which industries have driven the changes within the Thai Consumer Staples sector?

TH Market2.22%
Consumer Staples1.45%
Personal Products3.66%
Food and Staples Retail1.79%
Food1.72%
Household Products0%0
Beverage-2.82%
Industry PE
  • Investors are most optimistic about the Beverage industry even though it's trading below its 3-year average PE ratio of 31.1x.
    • Analysts are expecting annual earnings growth of 9.8%, which is higher than its past year's earnings decline of 1.1% per year.
  • Investors are most pessimistic about the Food industry, which is trading below its 3-year average of 18.7x.
Forecasted Growth
  • Analysts are most optimistic on the Personal Products industry, expecting annual earnings growth of 15% over the next 5 years.
  • This is better than its past earnings decline of 2.7% per year.
  • In contrast, the Food industry is expected to see its earnings growth to stay flat over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
CPALL CP ALL฿48.752.1%
+฿8.9b		-24.7%PE16.3x
ITC i-Tail Corporation฿15.506.2%
+฿2.7b		-22.5%PE14.8x
UVAN Univanich Palm Oil฿11.9010.2%
+฿1.0b		34.5%PE7.5x
BTG Betagro฿18.302.8%
+฿967.4m		-18.3%PE5.5x
KAMART Karmarts฿8.758.0%
+฿827.8m		-23.9%PE16.6x

Latest News

IP
฿4.18
Inter Pharma
7D
25.9%
1Y
-12.9%
OSP
฿18.90
Osotspa
7D
-0.5%
1Y
-19.9%
CPAXT
฿22.10
CP Axtra
7D
-1.3%
1Y
-32.0%
BJC
฿20.30
Berli Jucker
7D
-2.4%
1Y
-16.8%
CPF
฿23.10
Charoen Pokphand Foods
7D
-1.7%
1Y
-5.3%
SAPPE
฿34.75
Sappe
7D
5.3%
1Y
-50.5%
TKN
฿6.05
Taokaenoi Food & Marketing
7D
-3.2%
1Y
-42.9%
KAMART
฿8.75
Karmarts
7D
8.0%
1Y
-23.9%
CPALL
฿48.75
CP ALL
7D
2.1%
1Y
-24.7%
COCOCO
฿8.10
Thai Coconut
7D
3.8%
1Y
-27.0%
BTG
฿18.30
Betagro
7D
2.8%
1Y
-18.3%
SNNP
฿9.55
Srinanaporn Marketing
7D
-2.6%
1Y
-29.8%
UVAN
฿11.90
Univanich Palm Oil
7D
10.2%
1Y
34.5%
RBF
฿4.10
R&B Food Supply
7D
-5.1%
1Y
-38.3%
TU
฿12.30
Thai Union Group
7D
-2.4%
1Y
-19.1%

Partnership With Mitsubishi Will Unlock New Global Opportunities

A higher analyst price target for Thai Union Group reflects improved revenue growth forecasts and a lower future P/E, supporting the fair value increase from THB11.59 to THB12.45. What's in the News Mitsubishi Corporation intends to acquire an additional 13.81% stake in Thai Union Group for THB 6.7 billion, raising its ownership to 20%, pending regulatory approvals.
ITC
฿15.50
i-Tail Corporation
7D
6.2%
1Y
-22.5%