Narrative Update • Jun 24

The Packaged Foods and Meats industry is up 1.5% in the last week, with Charoen Pokphand Foods up 2.1%. In the last 12 months, the industry was up 7.2%. Looking forward, earnings are forecast to grow by 6.9% annually.
Has the Thai Packaged Foods and Meats Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 30 Jun 2026 | ฿676.8b | ฿1.3t | ฿64.2b | 11.3x | 10.5x | 0.5x |
| Thu, 28 May 2026 | ฿662.7b | ฿1.3t | ฿63.9b | 11.1x | 10.4x | 0.5x |
| Sat, 25 Apr 2026 | ฿659.4b | ฿1.3t | ฿68.6b | 10.8x | 9.6x | 0.5x |
| Mon, 23 Mar 2026 | ฿651.2b | ฿1.3t | ฿68.6b | 11.1x | 9.5x | 0.5x |
| Wed, 18 Feb 2026 | ฿672.1b | ฿1.3t | ฿72.8b | 12.1x | 9.2x | 0.5x |
| Fri, 16 Jan 2026 | ฿650.4b | ฿1.3t | ฿72.8b | 10.8x | 8.9x | 0.5x |
| Sun, 14 Dec 2025 | ฿633.1b | ฿1.3t | ฿73.6b | 11x | 8.6x | 0.5x |
| Tue, 11 Nov 2025 | ฿654.3b | ฿1.3t | ฿75.7b | 10.6x | 8.6x | 0.5x |
| Thu, 09 Oct 2025 | ฿686.7b | ฿1.3t | ฿75.9b | 11.5x | 9.1x | 0.5x |
| Sat, 06 Sep 2025 | ฿673.5b | ฿1.3t | ฿76.0b | 11.1x | 8.9x | 0.5x |
| Mon, 04 Aug 2025 | ฿677.4b | ฿1.3t | ฿69.2b | 10.8x | 9.8x | 0.5x |
| Wed, 02 Jul 2025 | ฿638.3b | ฿1.3t | ฿69.5b | 10.1x | 9.2x | 0.5x |
| Fri, 30 May 2025 | ฿676.5b | ฿1.3t | ฿69.1b | 10.3x | 9.8x | 0.5x |
| Sun, 27 Apr 2025 | ฿700.1b | ฿1.3t | ฿59.7b | 11.1x | 11.7x | 0.6x |
| Tue, 25 Mar 2025 | ฿695.2b | ฿1.3t | ฿59.7b | 11x | 11.6x | 0.5x |
| Thu, 20 Feb 2025 | ฿696.3b | ฿1.3t | ฿52.6b | 11.8x | 13.2x | 0.6x |
| Sat, 18 Jan 2025 | ฿698.4b | ฿1.3t | ฿53.1b | 11.7x | 13.2x | 0.6x |
| Mon, 16 Dec 2024 | ฿756.1b | ฿1.3t | ฿53.3b | 12.6x | 14.2x | 0.6x |
| Wed, 13 Nov 2024 | ฿774.7b | ฿1.3t | ฿41.0b | 13.9x | 18.9x | 0.6x |
| Fri, 11 Oct 2024 | ฿826.2b | ฿1.3t | ฿40.4b | 14.7x | 20.4x | 0.7x |
| Sun, 08 Sep 2024 | ฿798.6b | ฿1.3t | ฿40.1b | 14.4x | 19.9x | 0.6x |
| Tue, 06 Aug 2024 | ฿762.8b | ฿1.2t | ฿27.3b | 15.9x | 28x | 0.6x |
| Thu, 04 Jul 2024 | ฿806.4b | ฿1.2t | ฿26.8b | 17x | 30.1x | 0.7x |
| Sat, 01 Jun 2024 | ฿830.4b | ฿1.2t | ฿26.7b | 18.4x | 31.2x | 0.7x |
| Mon, 29 Apr 2024 | ฿779.9b | ฿1.2t | ฿22.4b | 19.4x | 34.8x | 0.6x |
| Wed, 27 Mar 2024 | ฿759.1b | ฿1.2t | ฿22.4b | 19.2x | 33.9x | 0.6x |
| Fri, 23 Feb 2024 | ฿761.3b | ฿1.3t | ฿25.3b | 20.2x | 30.1x | 0.6x |
| Sun, 21 Jan 2024 | ฿775.8b | ฿1.3t | ฿26.8b | 19.8x | 28.9x | 0.6x |
| Tue, 19 Dec 2023 | ฿760.7b | ฿1.3t | ฿26.8b | 18.9x | 28.4x | 0.6x |
| Thu, 16 Nov 2023 | ฿751.3b | ฿1.3t | ฿28.8b | 19.4x | 26.1x | 0.6x |
| Sat, 14 Oct 2023 | ฿772.3b | ฿1.3t | ฿40.8b | 19.6x | 18.9x | 0.6x |
| Mon, 11 Sep 2023 | ฿794.7b | ฿1.3t | ฿40.4b | 19.7x | 19.7x | 0.6x |
| Wed, 09 Aug 2023 | ฿750.8b | ฿1.3t | ฿50.1b | 19.4x | 15x | 0.6x |
| Fri, 07 Jul 2023 | ฿746.4b | ฿1.3t | ฿51.4b | 19.3x | 14.5x | 0.6x |
14.5x
How does Thai Packaged Foods and Meats compare with similar industries?
| TH Market | 0.24% | |
| Consumer Staples | 2.18% | |
| Food | 2.24% | |
| Packaged Foods and Meats | 2.27% | |
| Agricultural Products | 0.69% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| CPF Charoen Pokphand Foods | ฿19.70 | 2.6% +฿4.1b | -14.3% | PE7.9x | |
| TFG Thaifoods Group | ฿9.75 | 5.4% +฿2.9b | 114.8% | PE7.6x | |
| XO Exotic Food | ฿18.80 | 19.7% +฿1.3b | 21.3% | PE15.4x | |
| TU Thai Union Group | ฿11.60 | 2.7% +฿1.2b | 12.6% | PE9.5x | |
| BTG Betagro | ฿20.80 | 3.0% +฿1.1b | 13.0% | PE6.8x |