Thai (SET) Packaged Foods and Meats Industry Analysis

Industry Valuation and Performance

Has the Thai Packaged Foods and Meats Industry valuation changed over the past few years?

Date	Market Cap	Revenue	Earnings	PE	Absolute PE	PS
Sat, 16 May 2026	฿660.2b	฿1.3t	฿65.0b	10.8x	10.2x	0.5x
Mon, 13 Apr 2026	฿678.7b	฿1.3t	฿68.6b	10.9x	9.9x	0.5x
Wed, 11 Mar 2026	฿644.2b	฿1.3t	฿68.9b	11.2x	9.3x	0.5x
Fri, 06 Feb 2026	฿644.4b	฿1.3t	฿72.8b	11x	8.8x	0.5x
Sun, 04 Jan 2026	฿649.2b	฿1.3t	฿72.8b	11x	8.9x	0.5x
Tue, 02 Dec 2025	฿642.1b	฿1.3t	฿73.6b	11.3x	8.7x	0.5x
Thu, 30 Oct 2025	฿655.3b	฿1.3t	฿75.9b	10.6x	8.6x	0.5x
Sat, 27 Sep 2025	฿681.6b	฿1.3t	฿75.9b	11.3x	9x	0.5x
Mon, 25 Aug 2025	฿693.2b	฿1.3t	฿76.0b	11.1x	9.1x	0.5x
Wed, 23 Jul 2025	฿652.2b	฿1.3t	฿69.5b	10.7x	9.4x	0.5x
Fri, 20 Jun 2025	฿625.3b	฿1.3t	฿69.5b	9.9x	9x	0.5x
Sun, 18 May 2025	฿694.7b	฿1.3t	฿69.2b	10.5x	10x	0.5x
Tue, 15 Apr 2025	฿677.0b	฿1.3t	฿59.7b	10.4x	11.3x	0.5x
Thu, 13 Mar 2025	฿691.5b	฿1.3t	฿59.7b	10.7x	11.6x	0.5x
Sat, 08 Feb 2025	฿664.0b	฿1.3t	฿53.1b	10.9x	12.5x	0.5x
Mon, 06 Jan 2025	฿743.3b	฿1.3t	฿53.1b	12.5x	14x	0.6x
Wed, 04 Dec 2024	฿766.6b	฿1.3t	฿53.3b	12.4x	14.4x	0.6x
Fri, 01 Nov 2024	฿803.5b	฿1.3t	฿40.4b	14.3x	19.9x	0.6x
Sun, 29 Sep 2024	฿808.0b	฿1.3t	฿40.4b	15x	20x	0.6x
Tue, 27 Aug 2024	฿790.8b	฿1.3t	฿40.1b	14.1x	19.7x	0.6x
Thu, 25 Jul 2024	฿793.6b	฿1.2t	฿27.0b	17x	29.4x	0.6x
Sat, 22 Jun 2024	฿806.5b	฿1.2t	฿26.8b	17.5x	30.1x	0.7x
Mon, 20 May 2024	฿822.5b	฿1.2t	฿26.6b	18.5x	30.9x	0.7x
Wed, 17 Apr 2024	฿763.6b	฿1.2t	฿22.4b	19.2x	34.1x	0.6x
Fri, 15 Mar 2024	฿761.4b	฿1.2t	฿22.4b	19.5x	34x	0.6x
Sun, 11 Feb 2024	฿764.0b	฿1.3t	฿26.0b	19.4x	29.3x	0.6x
Tue, 09 Jan 2024	฿779.9b	฿1.3t	฿26.8b	19.1x	29.1x	0.6x
Thu, 07 Dec 2023	฿773.8b	฿1.3t	฿26.8b	19x	28.9x	0.6x
Sat, 04 Nov 2023	฿761.5b	฿1.3t	฿39.9b	19.2x	19.1x	0.6x
Mon, 02 Oct 2023	฿788.3b	฿1.3t	฿40.8b	19.8x	19.3x	0.6x
Wed, 30 Aug 2023	฿803.0b	฿1.3t	฿41.1b	19.4x	19.6x	0.6x
Fri, 28 Jul 2023	฿749.3b	฿1.3t	฿51.4b	19.8x	14.6x	0.6x
Sun, 25 Jun 2023	฿773.9b	฿1.3t	฿51.4b	19.4x	15.1x	0.6x
Tue, 23 May 2023	฿764.3b	฿1.3t	฿51.1b	17.9x	15x	0.6x

Current Industry PE

Investors are pessimistic on the Thai Packaged Foods and Meats 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 9.6x which is lower than its 3-year average PE of 17.4x.

The industry is trading close to its 3-year average PS ratio of 0.57x.

Past Earnings Growth

The earnings for companies in the Packaged Foods and Meats industry have grown 10% 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 Comparison

How does Thai Packaged Foods and Meats compare with similar industries?


TH Market	1.16%
Consumer Staples	1.00%
Food	-1.39%
Packaged Foods and Meats	-1.38%
Agricultural Products	-2.20%

Industry PEThere are no additional sub-industries under this industry.

Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

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

Company	Last Price	7D	1Y	Valuation
TVO Thai Vegetable Oil	฿25.25	4.3% +฿933.9m	12.7%	PE9.5x
UVAN Univanich Palm Oil	฿15.10	2.7% +฿376.0m	66.9%	PE8.1x
TACC T.A.C. Consumer	฿5.75	5.5% +฿180.0m	28.3%	PE10.6x
KCG KCG Corporation	฿9.80	3.2% +฿163.5m	12.6%	PE10.6x
KBS Khonburi Sugar	฿5.70	4.6% +฿149.6m	6.5%	PE6.8x

New minor risk - Profit margin trend

The company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 7.5% Last year net profit margin: 11% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (16% operating cash flow to total debt). Dividend is not well covered by earnings and cash flows. Payout ratio: 93% Dividend per share is over 11x cash flows per share. Minor Risk Profit margins are more than 30% lower than last year (7.5% net profit margin).

Thai (SET) Packaged Foods and Meats Industry Analysis

Industry Valuation and Performance

Industry Comparison

Top Stock Gainers and Losers

Latest News

First quarter 2026 earnings released: EPS: ฿0.88 (vs ฿1.06 in 1Q 2025)

Investor sentiment deteriorates as stock falls 17%

Fourth quarter dividend increased to ฿0.085

First quarter 2026 earnings released: EPS: ฿0.17 (vs ฿0.12 in 1Q 2025)

First quarter 2026 earnings: EPS exceeds analyst expectations while revenues lag behind

New minor risk - Profit margin trend

First quarter 2026 earnings: EPS and revenues exceed analyst expectations

First quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behind

Upcoming dividend of ฿0.79 per share

Price target increased by 7.1% to ฿23.31

Upcoming dividend of ฿0.51 per share

New major risk - Revenue and earnings growth

Price target decreased by 10% to ฿28.63

Upcoming dividend of ฿0.08 per share

Investor sentiment improves as stock rises 21%

Final dividend of ฿0.13 announced