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Thai (SET) Food Industry Analysis

UpdatedDec 07, 2021
DataAggregated Company Financials
Companies48
  • 7D-0.6%
  • 3M-5.0%
  • 1Y6.7%
  • YTD8.0%

Over the last 7 days, the Food industry has dropped 2.7%, driven by a pullback from Charoen Pokphand Foods of 2.4%. This takes the industry's 12 month performance to a gain of 5.8%.

Industry Valuation and Performance

Has the Thai Food Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPE
Tue, 07 Dec 2021฿709.1b฿932.3b฿36.5b18.7x
Thu, 04 Nov 2021฿722.2b฿957.5b฿51.3b16.9x
Sat, 02 Oct 2021฿733.6b฿957.5b฿51.3b17.4x
Mon, 30 Aug 2021฿749.4b฿957.4b฿51.3b17.5x
Tue, 06 Jul 2021฿724.2b฿952.6b฿51.1b16.5x
Fri, 09 Apr 2021฿705.0b฿952.0b฿51.3b14.6x
Thu, 31 Dec 2020฿615.0b฿970.8b฿49.2b15.1x
Sun, 04 Oct 2020฿601.6b฿967.0b฿43.6b15.7x
Wed, 08 Jul 2020฿618.4b฿945.4b฿39.9b15.8x
Tue, 31 Mar 2020฿501.5b฿937.7b฿35.7b13.8x
Fri, 03 Jan 2020฿577.3b฿920.8b฿33.8b16.4x
Mon, 07 Oct 2019฿581.9b฿926.3b฿32.7b19.6x
Sun, 30 Jun 2019฿622.0b฿939.5b฿32.3b19.9x
Wed, 03 Apr 2019฿583.0b฿948.8b฿34.5b19.7x
Sat, 05 Jan 2019฿552.0b฿947.3b฿32.8b18.1x
PE Ratio

18.1x

Total Market Cap: ฿552.0bTotal Earnings: ฿32.8bTotal Revenue: ฿947.3b0%0%0%3 Year10 Year
20202021

Current Industry PE: Investors are relatively neutral on the industry at the moment, considering it's trading close to its 3-year average PE ratio of 17.2x. It appears they believe that earnings will grow in-line with historical growth rates.

Past Earnings Growth: The earnings for companies in the Food industry have grown 3.6% per year over the last three years, while revenues have remained mostly flat. This means that companies overall are more efficiently conducting business since profits are increasing while sales have been flat.

Industry Trends

Which industries have driven the changes within the Thai Food industry?

Agricultural Products0.17%
Packaged Foods and Meats-0.58%

Industry PE: Investors are most optimistic about the Agricultural Products industry which is trading above its 3-year average PE ratio of 17.8x. However analysts are expecting annual earnings growth of 25%, which is lower than the prior year's growth of 74% per year. So the market might believe that analysts are underestimating future growth. Meanwhile, investors are most pessimistic about the Packaged Foods and Meats industry, which is trading close to its 3-year average of 17.1x.

Forecasted Growth: Analysts are most optimistic on the Agricultural Products industry, expecting annual earnings growth of 25% over the next 5 years. However this is lower than its past earnings growth rate of 74% per year. Meanwhile, the Packaged Foods and Meats industry is expected to see its earnings grow by 22% per year over the next few years.

Top Stock Gainers and Losers

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

Company7D1YValuation
TU Thai Union Group3.0%+฿2.8b35.3%PE13x
CPF Charoen Pokphand Foods1.3%+฿2.5b-16.2%PE16.7x
RBF R&B Food Supply4.6%+฿1.8b120.4%PE90.1x
GFPT GFPT4.3%+฿626.9m-12.2%PE24.8x
TFG Thaifoods Group1.9%+฿602.9m-16.9%PE28.2x
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