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Thai (SET) Food and Staples Retail Industry Analysis

UpdatedDec 07, 2022
DataAggregated Company Financials
Companies10
  • 7D1.4%
  • 3M4.4%
  • 1Y-2.0%
  • YTD1.9%

The Food and Staples Retail industry is up 2.7% in the last week, with CP ALL up 3.6%. Despite this gain, the industry's performance has been flat over the past year. Earnings are forecast to grow by 22% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 07 Dec 2022฿1.1t฿1.4t฿35.6b29.2x32.1x0.8x
Fri, 04 Nov 2022฿1.1t฿1.3t฿32.7b29.1x33x0.8x
Sun, 02 Oct 2022฿1.0t฿1.3t฿32.7b28.1x31x0.8x
Tue, 30 Aug 2022฿1.1t฿1.3t฿32.7b28.8x32.5x0.8x
Thu, 28 Jul 2022฿1.1t฿1.1t฿31.2b28.9x34x0.9x
Sat, 25 Jun 2022฿1.1t฿1.1t฿31.3b32.4x33.8x0.9x
Mon, 23 May 2022฿1.1t฿1.1t฿31.3b27.6x36.4x1x
Wed, 20 Apr 2022฿1.2t฿1.0t฿29.9b30x39.6x1.2x
Fri, 18 Mar 2022฿1.2t฿1.0t฿29.9b30.5x40.7x1.2x
Sun, 13 Feb 2022฿1.2t฿913.4b฿19.6b31.8x60x1.3x
Tue, 11 Jan 2022฿1.1t฿913.4b฿19.6b34.7x56.1x1.2x
Thu, 09 Dec 2021฿1.1t฿912.2b฿19.5b32.2x57.8x1.2x
Sat, 06 Nov 2021฿1.2t฿916.9b฿22.7b28.8x54x1.3x
Mon, 04 Oct 2021฿949.1b฿916.9b฿22.7b29x41.7x1x
Wed, 01 Sep 2021฿982.9b฿916.9b฿22.7b31x43.2x1.1x
Thu, 08 Jul 2021฿876.5b฿916.9b฿22.7b29.4x38.5x1x
Wed, 31 Mar 2021฿977.2b฿905.5b฿22.8b26.6x42.8x1.1x
Sat, 02 Jan 2021฿863.8b฿923.8b฿26.0b21.5x33.2x0.9x
Tue, 06 Oct 2020฿905.4b฿938.3b฿29.7b24x30.5x1x
Fri, 10 Jul 2020฿975.0b฿944.7b฿31.9b22.8x30.6x1x
Thu, 02 Apr 2020฿876.7b฿965.7b฿35.0b18.4x25x0.9x
Sun, 05 Jan 2020฿977.0b฿954.3b฿35.2b23.1x27.7x1x
Price to Earnings Ratio

27.7x


Total Market Cap: ฿977.0bTotal Earnings: ฿35.2bTotal Revenue: ฿954.3bTotal Market Cap vs Earnings and Revenue0%0%0%
Thai Food and Staples Retail Industry Price to Earnings3Y Average 36.1x20212022
Current Industry PE
  • Investors are pessimistic on the Thai Consumer Retailing 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 32.5x which is lower than its 3-year average PE of 36.1x.
  • The 3-year average PS ratio of 1.0x is higher than the industry's current PS ratio of 0.81x.
Past Earnings Growth
  • The earnings for companies in the Consumer Retailing industry have remained mostly flat over the last three years.
  • Meanwhile revenues for these companies have grown 14% 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 and as a result, profits have held steady.

Industry Trends

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

TH Market0.52%
Consumer Staples0.54%
Food and Staples Retail1.36%
Big Box Super Stores3.73%
Drug Retail2.52%
Food Distributors1.95%
Food Retail0.39%
Industry PE
  • Investors are most optimistic about the Drug Retail industry even though it's trading below its 3-year average PE ratio of 73.5x.
    • Analysts are expecting annual earnings growth of 28.9%, which is lower than the prior year's growth of 49.9% per year.
  • Investors are most pessimistic about the Big Box Super Stores industry, which is trading below its 3-year average of 32.1x.
Forecasted Growth
  • Analysts are most optimistic on the Drug Retail industry, expecting annual earnings growth of 29% over the next 5 years.
  • However this is lower than its past earnings growth rate of 50% per year.
  • In contrast, the Big Box Super Stores industry is expected to see its earnings grow by 12% per year over the next few years.

Top Stock Gainers and Losers

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

CompanyLast Price7D1YValuation
BJC Berli Jucker฿34.500.7%
+฿1.0b
3.0%PE29x
WINNER Winner Group Enterprise฿2.361.7%
+฿24.0m
0%PE11.3x
B52 B-52 Capital฿2.260.9%
+฿14.3m
-8.1%PS11.9x
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Latest News

B52

฿2.26

B-52 Capital

7D

0.9%

1Y

-8.1%

WINNER

฿2.36

Winner Group Enterprise

7D

1.7%

1Y

0%

TNP

฿3.96

Thanapiriya

7D

-0.5%

1Y

-25.3%

PM

฿9.65

Premier Marketing

7D

-0.5%

1Y

0.5%

MAKRO

฿38.25

Siam Makro

7D

-1.3%

1Y

-15.5%

CPALL

฿64.75

CP ALL

7D

-0.4%

1Y

9.7%

BJC

฿34.50

Berli Jucker

7D

0.7%

1Y

3.0%

KK

฿2.46

K&K Superstore Southern

7D

-3.9%

1Y

-36.4%