Narrative Update • Jun 16

All of the companies in the Integrated Oil and Gas industry have been up over the last week, with the industry up 4.8%. This means that the industry has gained 24% over the past year. As for the next few years, earnings are expected to grow by 6.5% per annum.
Has the Thai Integrated Oil and Gas Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 17 Jul 2026 | ฿1.1t | ฿2.7t | ฿91.9b | 11.9x | 11.9x | 0.4x |
| Sun, 14 Jun 2026 | ฿1.0t | ฿2.7t | ฿91.9b | 11.1x | 11.1x | 0.4x |
| Tue, 12 May 2026 | ฿1.0t | ฿2.7t | ฿89.4b | 11.6x | 11.6x | 0.4x |
| Thu, 09 Apr 2026 | ฿991.4b | ฿2.7t | ฿89.4b | 11.1x | 11.1x | 0.4x |
| Sat, 07 Mar 2026 | ฿963.0b | ฿2.7t | ฿89.4b | 10.8x | 10.8x | 0.4x |
| Mon, 02 Feb 2026 | ฿971.1b | ฿2.7t | ฿73.6b | 13.2x | 13.2x | 0.4x |
| Wed, 31 Dec 2025 | ฿914.0b | ฿2.7t | ฿73.6b | 12.4x | 12.4x | 0.3x |
| Fri, 28 Nov 2025 | ฿871.2b | ฿2.7t | ฿73.6b | 11.8x | 11.8x | 0.3x |
| Sun, 26 Oct 2025 | ฿899.3b | ฿2.9t | ฿70.3b | 12.8x | 12.8x | 0.3x |
| Tue, 23 Sep 2025 | ฿934.9b | ฿2.9t | ฿70.3b | 13.3x | 13.3x | 0.3x |
| Thu, 21 Aug 2025 | ฿906.6b | ฿2.9t | ฿70.3b | 12.9x | 12.9x | 0.3x |
| Sat, 19 Jul 2025 | ฿907.6b | ฿3.0t | ฿84.3b | 10.8x | 10.8x | 0.3x |
| Mon, 16 Jun 2025 | ฿872.3b | ฿3.0t | ฿84.3b | 10.3x | 10.3x | 0.3x |
| Wed, 14 May 2025 | ฿880.0b | ฿3.1t | ฿90.1b | 9.8x | 9.8x | 0.3x |
| Fri, 11 Apr 2025 | ฿878.3b | ฿3.1t | ฿90.1b | 9.8x | 9.8x | 0.3x |
| Sun, 09 Mar 2025 | ฿849.7b | ฿3.1t | ฿90.1b | 9.4x | 9.4x | 0.3x |
| Tue, 04 Feb 2025 | ฿885.5b | ฿3.2t | ฿113.5b | 7.8x | 7.8x | 0.3x |
| Thu, 02 Jan 2025 | ฿906.9b | ฿3.2t | ฿113.5b | 8x | 8x | 0.3x |
| Sat, 30 Nov 2024 | ฿921.2b | ฿3.2t | ฿113.5b | 8.1x | 8.1x | 0.3x |
| Mon, 28 Oct 2024 | ฿949.7b | ฿3.2t | ฿128.5b | 7.4x | 7.4x | 0.3x |
| Wed, 25 Sep 2024 | ฿964.0b | ฿3.2t | ฿128.5b | 7.5x | 7.5x | 0.3x |
| Fri, 23 Aug 2024 | ฿978.3b | ฿3.2t | ฿128.5b | 7.6x | 7.6x | 0.3x |
| Sun, 21 Jul 2024 | ฿921.2b | ฿3.2t | ฿113.1b | 8.1x | 8.1x | 0.3x |
| Tue, 18 Jun 2024 | ฿899.7b | ฿3.2t | ฿113.1b | 8x | 8x | 0.3x |
| Thu, 16 May 2024 | ฿964.0b | ฿3.2t | ฿113.1b | 8.5x | 8.5x | 0.3x |
| Sat, 13 Apr 2024 | ฿992.6b | ฿3.1t | ฿112.0b | 8.9x | 8.9x | 0.3x |
| Mon, 11 Mar 2024 | ฿971.1b | ฿3.1t | ฿112.0b | 8.7x | 8.7x | 0.3x |
| Wed, 07 Feb 2024 | ฿978.3b | ฿3.1t | ฿97.9b | 10x | 10x | 0.3x |
| Fri, 05 Jan 2024 | ฿1.0t | ฿3.1t | ฿97.9b | 10.4x | 10.4x | 0.3x |
| Sun, 03 Dec 2023 | ฿1.0t | ฿3.1t | ฿97.9b | 10.3x | 10.3x | 0.3x |
| Tue, 31 Oct 2023 | ฿949.7b | ฿3.2t | ฿75.5b | 12.6x | 12.6x | 0.3x |
| Thu, 28 Sep 2023 | ฿971.1b | ฿3.2t | ฿75.5b | 12.9x | 12.9x | 0.3x |
| Sat, 26 Aug 2023 | ฿1.0t | ฿3.2t | ฿75.5b | 13.4x | 13.4x | 0.3x |
| Mon, 24 Jul 2023 | ฿992.6b | ฿3.4t | ฿94.5b | 10.5x | 10.5x | 0.3x |
10.5x
How does Thai Integrated Oil and Gas compare with similar industries?
| TH Market | 1.68% | |
| Energy | 5.62% | |
| Oil and Gas | 5.62% | |
| Integrated Oil and Gas | 4.73% | |
| Oil and Gas Refining and Marketing | 17.00% | |
| Oil and Gas Exploration and Production | 2.87% | |
| Oil and Gas Storage and Transportation | 2.43% | |
| Coal and Fuels | 1.69% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| PTT PTT | ฿38.75 | 3.3% +฿35.4b | 21.1% | PE11.9x |