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Thai (SET) Food Industry Analysis
UpdatedDec 21, 2024
DataAggregated Company Financials
Companies64
- 7D-3.8%
- 3M-10.3%
- 1Y-5.1%
- YTD-7.3%
Over the last 7 days, the Food industry has dropped 3.6%, driven by a pullback from Charoen Pokphand Foods of 5.8%. Meanwhile, Exotic Food actually outperformed within the industry, gaining 7.0% in the last week. The industry has fallen 4.4% in the last year. Earnings are forecast to grow by 11% annually.
Industry Valuation and Performance
Has the Thai Food Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 21 Dec 2024 | ฿747.2b | ฿1.3t | ฿54.0b | 12.5x | 13.8x | 0.6x |
| Mon, 18 Nov 2024 | ฿791.8b | ฿1.3t | ฿52.3b | 13.7x | 15.2x | 0.6x |
| Wed, 16 Oct 2024 | ฿834.2b | ฿1.3t | ฿41.1b | 14.6x | 20.3x | 0.7x |
| Fri, 13 Sep 2024 | ฿810.8b | ฿1.3t | ฿41.0b | 14.2x | 19.8x | 0.6x |
| Sun, 11 Aug 2024 | ฿805.7b | ฿1.3t | ฿32.4b | 14.7x | 24.9x | 0.6x |
| Tue, 09 Jul 2024 | ฿836.2b | ฿1.2t | ฿27.3b | 17x | 30.6x | 0.7x |
| Thu, 06 Jun 2024 | ฿842.3b | ฿1.2t | ฿27.3b | 17.3x | 30.9x | 0.7x |
| Sat, 04 May 2024 | ฿809.4b | ฿1.2t | ฿23.2b | 20x | 35x | 0.6x |
| Mon, 01 Apr 2024 | ฿772.2b | ฿1.2t | ฿22.7b | 19.3x | 33.9x | 0.6x |
| Wed, 28 Feb 2024 | ฿775.8b | ฿1.3t | ฿26.2b | 20.5x | 29.6x | 0.6x |
| Fri, 26 Jan 2024 | ฿779.3b | ฿1.3t | ฿27.4b | 18.8x | 28.4x | 0.6x |
| Sun, 24 Dec 2023 | ฿783.9b | ฿1.3t | ฿27.4b | 18.7x | 28.6x | 0.6x |
| Tue, 21 Nov 2023 | ฿769.0b | ฿1.3t | ฿25.6b | 19.2x | 30x | 0.6x |
| Thu, 19 Oct 2023 | ฿766.2b | ฿1.3t | ฿40.8b | 19x | 18.8x | 0.6x |
| Sat, 16 Sep 2023 | ฿816.1b | ฿1.3t | ฿40.4b | 19.6x | 20.2x | 0.6x |
| Mon, 14 Aug 2023 | ฿777.6b | ฿1.3t | ฿42.0b | 19.3x | 18.5x | 0.6x |
| Wed, 12 Jul 2023 | ฿759.8b | ฿1.3t | ฿51.7b | 19.1x | 14.7x | 0.6x |
| Fri, 09 Jun 2023 | ฿824.2b | ฿1.3t | ฿51.6b | 18.6x | 16x | 0.6x |
| Sun, 07 May 2023 | ฿763.1b | ฿1.3t | ฿58.8b | 15.7x | 13x | 0.6x |
| Tue, 04 Apr 2023 | ฿816.7b | ฿1.3t | ฿60.0b | 16.4x | 13.6x | 0.6x |
| Thu, 02 Mar 2023 | ฿875.0b | ฿1.3t | ฿63.2b | 16.9x | 13.9x | 0.7x |
| Sat, 28 Jan 2023 | ฿880.5b | ฿1.2t | ฿64.3b | 15.7x | 13.7x | 0.7x |
| Mon, 26 Dec 2022 | ฿877.2b | ฿1.2t | ฿64.5b | 15.4x | 13.6x | 0.7x |
| Wed, 23 Nov 2022 | ฿799.1b | ฿1.2t | ฿59.4b | 16.2x | 13.5x | 0.7x |
| Fri, 21 Oct 2022 | ฿728.4b | ฿1.0t | ฿37.0b | 17.9x | 19.7x | 0.7x |
| Sun, 18 Sep 2022 | ฿736.8b | ฿1.0t | ฿37.0b | 18.4x | 19.9x | 0.7x |
| Tue, 16 Aug 2022 | ฿721.5b | ฿1.0t | ฿36.9b | 17.9x | 19.6x | 0.7x |
| Thu, 14 Jul 2022 | ฿710.7b | ฿989.9b | ฿35.5b | 17.8x | 20x | 0.7x |
| Sat, 11 Jun 2022 | ฿737.3b | ฿987.9b | ฿35.2b | 19.1x | 20.9x | 0.7x |
| Mon, 09 May 2022 | ฿695.3b | ฿945.0b | ฿37.4b | 18.1x | 18.6x | 0.7x |
| Wed, 06 Apr 2022 | ฿703.9b | ฿944.2b | ฿37.3b | 18.3x | 18.8x | 0.7x |
| Fri, 04 Mar 2022 | ฿726.0b | ฿942.7b | ฿37.3b | 18.8x | 19.4x | 0.8x |
| Sun, 30 Jan 2022 | ฿744.6b | ฿933.1b | ฿36.5b | 19x | 20.4x | 0.8x |
| Tue, 28 Dec 2021 | ฿717.2b | ฿933.1b | ฿36.5b | 18.9x | 19.7x | 0.8x |
Price to Earnings Ratio
19.7x
Current Industry PE
- Investors are pessimistic on the Thai Food 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 13.9x which is lower than its 3-year average PE of 20.9x.
- The industry is trading close to its 3-year average PS ratio of 0.67x.
Past Earnings Growth
- The earnings for companies in the Food industry have grown 14% per year over the last three years.
- Revenues for these companies have grown 11% 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 industry?
| TH Market | -4.65% | |
| Consumer Staples | -10.79% | |
| Food | -3.76% | |
| Packaged Foods and Meats | -3.73% | |
| Agricultural Products | -4.96% | |
Industry PE
- Investors are most optimistic about the Agricultural Products industry even though it's trading below its 3-year average PE ratio of 53.6x.
- Analysts are expecting annual earnings growth of 23.5%, which is higher than its past year's earnings growth of 0.5% per year.
- Investors are most pessimistic about the Packaged Foods and Meats industry, which is trading below its 3-year average of 20.8x.
Forecasted Growth
- Analysts are most optimistic on the Agricultural Products industry, expecting annual earnings growth of 23% over the next 5 years.
- This is better than its past earnings growth rate of 0.5% per year.
- In contrast, the Packaged Foods and Meats industry is expected to see its earnings grow by 11% 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 | |
|---|---|---|---|---|---|
| XO Exotic Food | ฿19.90 | 7.0% +฿556.7m | -25.6% | PE9.5x | |
| KTIS Kaset Thai International Sugar Corporation | ฿2.80 | 1.4% +฿154.4m | -25.9% | PS0.7x | |
| RBF R&B Food Supply | ฿6.45 | 0.8% +฿100.0m | -54.9% | PE24.7x | |
| GLOCON Global Consumer | ฿0.20 | 17.6% +฿93.8m | -45.9% | PS0.3x |