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Thai (SET) Beverage Industry Analysis
UpdatedJul 30, 2026
DataAggregated Company Financials
Companies3
- 7D1.6%
- 3M26.4%
- 1Y-5.4%
- YTD13.4%
Over the last 7 days, the Beverage industry has dropped 1.9%, driven by a pullback from Carabao Group of 2.9%. The industry has fallen 3.1% in the last year. As for the next few years, earnings are expected to grow by 8.2% per annum.
Industry Valuation and Performance
Has the Thai Beverage Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 30 Jul 2026 | ฿110.0b | ฿52.3b | ฿6.3b | 14.7x | 17.4x | 2.1x |
| Sat, 27 Jun 2026 | ฿104.2b | ฿52.3b | ฿6.3b | 14.9x | 16.5x | 2x |
| Mon, 25 May 2026 | ฿90.8b | ฿52.1b | ฿6.3b | 12.7x | 14.4x | 1.7x |
| Wed, 22 Apr 2026 | ฿89.1b | ฿52.6b | ฿6.6b | 12.5x | 13.6x | 1.7x |
| Fri, 20 Mar 2026 | ฿83.6b | ฿52.6b | ฿6.6b | 11.5x | 12.7x | 1.6x |
| Sun, 15 Feb 2026 | ฿108.4b | ฿54.8b | ฿7.1b | 15.5x | 15.3x | 2x |
| Tue, 13 Jan 2026 | ฿97.3b | ฿54.8b | ฿7.1b | 14x | 13.7x | 1.8x |
| Thu, 11 Dec 2025 | ฿95.4b | ฿54.8b | ฿7.1b | 13.3x | 13.4x | 1.7x |
| Sat, 08 Nov 2025 | ฿90.9b | ฿54.7b | ฿6.2b | 13x | 14.8x | 1.7x |
| Mon, 06 Oct 2025 | ฿111.0b | ฿54.7b | ฿6.2b | 17.6x | 18x | 2x |
| Wed, 03 Sep 2025 | ฿107.9b | ฿54.7b | ฿6.2b | 16.9x | 17.5x | 2x |
| Fri, 01 Aug 2025 | ฿115.2b | ฿54.9b | ฿5.7b | 18.6x | 20.4x | 2.1x |
| Sun, 29 Jun 2025 | ฿97.2b | ฿54.9b | ฿5.7b | 16.1x | 17.2x | 1.8x |
| Tue, 27 May 2025 | ฿115.7b | ฿54.9b | ฿5.7b | 19.9x | 20.5x | 2.1x |
| Thu, 24 Apr 2025 | ฿111.7b | ฿54.9b | ฿5.1b | 21.5x | 22x | 2x |
| Sat, 22 Mar 2025 | ฿114.5b | ฿54.9b | ฿5.1b | 21.9x | 22.5x | 2.1x |
| Mon, 17 Feb 2025 | ฿120.4b | ฿53.0b | ฿4.8b | 25.8x | 25.1x | 2.3x |
| Wed, 15 Jan 2025 | ฿140.4b | ฿53.0b | ฿4.8b | 26.4x | 29.2x | 2.6x |
| Fri, 13 Dec 2024 | ฿167.0b | ฿66.4b | ฿5.2b | 34.5x | 32.1x | 2.5x |
| Sun, 10 Nov 2024 | ฿166.4b | ฿66.1b | ฿6.0b | 28.6x | 27.6x | 2.5x |
| Tue, 08 Oct 2024 | ฿170.8b | ฿66.1b | ฿6.0b | 29.5x | 28.4x | 2.6x |
| Thu, 05 Sep 2024 | ฿158.5b | ฿66.1b | ฿6.0b | 27.1x | 26.3x | 2.4x |
| Sat, 03 Aug 2024 | ฿159.0b | ฿64.8b | ฿5.7b | 28.7x | 28.1x | 2.5x |
| Mon, 01 Jul 2024 | ฿153.8b | ฿64.8b | ฿5.7b | 28.6x | 27.1x | 2.4x |
| Wed, 29 May 2024 | ฿150.4b | ฿64.8b | ฿5.7b | 26.9x | 26.5x | 2.3x |
| Fri, 26 Apr 2024 | ฿146.8b | ฿62.8b | ฿5.2b | 30.5x | 28.1x | 2.3x |
| Sun, 24 Mar 2024 | ฿140.4b | ฿62.8b | ฿5.2b | 29.1x | 26.9x | 2.2x |
| Tue, 20 Feb 2024 | ฿151.9b | ฿62.9b | ฿5.1b | 30.6x | 29.9x | 2.4x |
| Thu, 18 Jan 2024 | ฿156.9b | ฿62.0b | ฿4.8b | 31.8x | 32.6x | 2.5x |
| Sat, 16 Dec 2023 | ฿162.2b | ฿62.0b | ฿4.8b | 32.4x | 33.7x | 2.6x |
| Mon, 13 Nov 2023 | ฿161.0b | ฿61.8b | ฿4.6b | 38.5x | 35.2x | 2.6x |
| Wed, 11 Oct 2023 | ฿160.4b | ฿61.7b | ฿4.2b | 41.4x | 38.4x | 2.6x |
| Fri, 08 Sep 2023 | ฿184.9b | ฿61.7b | ฿4.2b | 47.9x | 44.2x | 3x |
| Sun, 06 Aug 2023 | ฿173.7b | ฿62.0b | ฿4.4b | 40.6x | 39.2x | 2.8x |
Price to Earnings Ratio
39.2x
Current Industry PE
- There are only 3 companies in the Thai Beverage industry, so there is insufficient data to make an industry-wide assessment of both the PE and PS ratio.
Past Earnings Growth
- The earnings for companies in the Beverage industry have grown 13% per year over the last three years.
- Meanwhile revenues for these companies have declined 5.5% per year.
- This means that less sales are being generated overall, but since cost of doing business is lower, profits have been increasing.
Industry Trends
Which industries have driven the changes within the Thai Consumer Staples industry?
| TH Market | -0.94% | |
| Consumer Staples | 0.41% | |
| Beverage | 1.64% | |
| Soft Drinks | 1.64% | |
Industry PE
- Investors are most optimistic about the Soft Drinks industry even though it's trading below its 3-year average PE ratio of 24.6x.
- Analysts are expecting annual earnings growth of 8.2%, which is higher than its past year's earnings decline of 2.7% per year.
- Investors are most pessimistic about the Soft Drinks industry, which is trading below its 3-year average of 24.6x.
Forecasted Growth
- Analysts are most optimistic on the Soft Drinks industry, expecting annual earnings growth of 8.2% over the next 5 years.
- This is better than its past earnings decline of 2.7% per year.
- In contrast, the Soft Drinks industry is expected to see its earnings grow by 8.2% 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 | |
|---|---|---|---|---|---|
| CBG Carabao Group | ฿50.75 | 3.6% +฿1.8b | -8.1% | PE23.4x | |
| OSP Osotspa | ฿17.50 | 1.2% +฿600.8m | -2.2% | PE14.8x |