Narrative Update • Aug 10

Over the last 7 days, the Packaged Foods and Meats industry has remained flat, although notably Thaifoods Group gained 3.2%. Furthermore, the industry has been flat for the past year as well. As for the next few years, earnings are expected to grow by 8.0% per annum.
Has the Thai Packaged Foods and Meats Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 14 Aug 2026 | ฿716.9b | ฿1.3t | ฿62.3b | 13.4x | 11.5x | 0.6x |
| Sun, 12 Jul 2026 | ฿707.7b | ฿1.3t | ฿64.1b | 11.6x | 11x | 0.5x |
| Tue, 09 Jun 2026 | ฿651.4b | ฿1.3t | ฿64.0b | 11.1x | 10.2x | 0.5x |
| Thu, 07 May 2026 | ฿680.7b | ฿1.3t | ฿68.8b | 10.6x | 9.9x | 0.5x |
| Sat, 04 Apr 2026 | ฿684.4b | ฿1.3t | ฿68.6b | 10.9x | 10x | 0.5x |
| Mon, 02 Mar 2026 | ฿677.6b | ฿1.3t | ฿69.2b | 12.2x | 9.8x | 0.5x |
| Wed, 28 Jan 2026 | ฿645.3b | ฿1.3t | ฿72.8b | 11x | 8.9x | 0.5x |
| Fri, 26 Dec 2025 | ฿654.8b | ฿1.3t | ฿72.8b | 10.8x | 9x | 0.5x |
| Sun, 23 Nov 2025 | ฿656.4b | ฿1.3t | ฿73.8b | 11.3x | 8.9x | 0.5x |
| Tue, 21 Oct 2025 | ฿673.1b | ฿1.3t | ฿75.9b | 10.8x | 8.9x | 0.5x |
| Thu, 18 Sep 2025 | ฿691.7b | ฿1.3t | ฿75.9b | 11.4x | 9.1x | 0.5x |
| Sat, 16 Aug 2025 | ฿701.7b | ฿1.3t | ฿76.2b | 12x | 9.2x | 0.5x |
| Mon, 14 Jul 2025 | ฿627.7b | ฿1.3t | ฿69.5b | 10.4x | 9x | 0.5x |
| Wed, 11 Jun 2025 | ฿683.0b | ฿1.3t | ฿69.7b | 10.2x | 9.8x | 0.5x |
| Fri, 09 May 2025 | ฿701.2b | ฿1.3t | ฿59.6b | 10.7x | 11.8x | 0.6x |
| Sun, 06 Apr 2025 | ฿663.1b | ฿1.3t | ฿59.7b | 10.6x | 11.1x | 0.5x |
| Tue, 04 Mar 2025 | ฿688.0b | ฿1.3t | ฿60.0b | 10.8x | 11.5x | 0.5x |
| Thu, 30 Jan 2025 | ฿699.0b | ฿1.3t | ฿53.1b | 11.5x | 13.2x | 0.6x |
| Sat, 28 Dec 2024 | ฿748.2b | ฿1.3t | ฿53.1b | 12.4x | 14.1x | 0.6x |
| Mon, 25 Nov 2024 | ฿769.5b | ฿1.3t | ฿54.3b | 12.7x | 14.2x | 0.6x |
| Wed, 23 Oct 2024 | ฿812.5b | ฿1.3t | ฿40.4b | 14.6x | 20.1x | 0.6x |
| Fri, 20 Sep 2024 | ฿809.5b | ฿1.3t | ฿40.4b | 14.5x | 20x | 0.6x |
| Sun, 18 Aug 2024 | ฿805.5b | ฿1.3t | ฿40.1b | 14x | 20.1x | 0.6x |
| Tue, 16 Jul 2024 | ฿819.6b | ฿1.2t | ฿27.0b | 17.6x | 30.4x | 0.7x |
| Thu, 13 Jun 2024 | ฿815.6b | ฿1.2t | ฿26.8b | 17.2x | 30.5x | 0.7x |
| Sat, 11 May 2024 | ฿799.0b | ฿1.2t | ฿23.4b | 20.3x | 34.2x | 0.6x |
| Mon, 08 Apr 2024 | ฿753.4b | ฿1.2t | ฿22.4b | 18.9x | 33.6x | 0.6x |
| Wed, 06 Mar 2024 | ฿747.8b | ฿1.2t | ฿22.4b | 19.3x | 33.4x | 0.6x |
| Fri, 02 Feb 2024 | ฿769.2b | ฿1.3t | ฿26.8b | 20.1x | 28.7x | 0.6x |
| Sun, 31 Dec 2023 | ฿786.9b | ฿1.3t | ฿26.8b | 19x | 29.3x | 0.6x |
| Tue, 28 Nov 2023 | ฿766.0b | ฿1.3t | ฿25.1b | 19.2x | 30.6x | 0.6x |
| Thu, 26 Oct 2023 | ฿739.2b | ฿1.3t | ฿40.8b | 18.7x | 18.1x | 0.6x |
| Sat, 23 Sep 2023 | ฿786.5b | ฿1.3t | ฿40.4b | 20.1x | 19.5x | 0.6x |
| Mon, 21 Aug 2023 | ฿756.3b | ฿1.3t | ฿41.1b | 18.5x | 18.4x | 0.6x |
18.4x
How does Thai Packaged Foods and Meats compare with similar industries?
| TH Market | -0.011% | |
| Consumer Staples | -0.024% | |
| Food | 0.24% | |
| Packaged Foods and Meats | 0.23% | |
| Agricultural Products | 1.19% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| TFG Thaifoods Group | ฿9.70 | 1.6% +฿2.0b | 63.0% | PE9x | |
| CPF Charoen Pokphand Foods | ฿21.80 | 0.9% +฿1.6b | -10.7% | PE8.7x | |
| XO Exotic Food | ฿21.30 | 12.7% +฿1.0b | 19.0% | PE19.7x | |
| KSL Khon Kaen Sugar Industry | ฿1.81 | 10.4% +฿749.7m | 19.9% | PS0.5x | |
| TC Tropical Canning (Thailand) | ฿7.85 | 12.1% +฿280.5m | 51.0% | PE9.8x |