Narrative Update • Aug 07

In the last week, Oil and Gas Refining and Marketing has been flat. The past year has been better, since the industry has gained 75% in that time. As for the next few years, earnings are forecast to decline by 27% per annum.
Has the Thai Oil and Gas Refining and Marketing Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 09 Aug 2026 | ฿321.3b | ฿1.5t | ฿68.2b | 8.3x | 4.7x | 0.2x |
| Tue, 07 Jul 2026 | ฿255.6b | ฿1.5t | ฿52.8b | 12.3x | 4.8x | 0.2x |
| Thu, 04 Jun 2026 | ฿239.7b | ฿1.5t | ฿52.8b | 15x | 4.5x | 0.2x |
| Sat, 02 May 2026 | ฿250.9b | ฿1.4t | ฿16.8b | 18.2x | 14.9x | 0.2x |
| Mon, 30 Mar 2026 | ฿252.3b | ฿1.4t | ฿16.8b | 20.2x | 15x | 0.2x |
| Wed, 25 Feb 2026 | ฿253.7b | ฿1.4t | ฿16.9b | 16.8x | 15x | 0.2x |
| Fri, 23 Jan 2026 | ฿201.0b | ฿1.5t | ฿13.8b | 10.6x | 14.6x | 0.1x |
| Sun, 21 Dec 2025 | ฿174.3b | ฿1.5t | ฿13.8b | 10.6x | 12.7x | 0.1x |
| Tue, 18 Nov 2025 | ฿201.2b | ฿1.7t | ฿7.5b | 10.4x | 26.9x | 0.1x |
| Thu, 16 Oct 2025 | ฿186.3b | ฿1.8t | -฿9,438,075,602.00 | 9.7x | -19.7x | 0.1x |
| Sat, 13 Sep 2025 | ฿199.3b | ฿1.8t | -฿9,438,075,602.00 | 10.2x | -21.1x | 0.1x |
| Mon, 11 Aug 2025 | ฿197.2b | ฿1.8t | -฿10,185,925,602.00 | 10.4x | -19.4x | 0.1x |
| Wed, 09 Jul 2025 | ฿171.5b | ฿1.9t | -฿822,675,741.00 | 9x | -208.4x | 0.09x |
| Fri, 06 Jun 2025 | ฿186.2b | ฿1.9t | -฿822,675,741.00 | 9.5x | -226.3x | 0.1x |
| Sun, 04 May 2025 | ฿181.6b | ฿1.9t | ฿8.4b | 8.9x | 21.5x | 0.09x |
| Tue, 01 Apr 2025 | ฿182.7b | ฿1.9t | ฿8.4b | 9.9x | 21.7x | 0.1x |
| Thu, 27 Feb 2025 | ฿185.6b | ฿1.9t | ฿8.4b | 9.7x | 22x | 0.1x |
| Sat, 25 Jan 2025 | ฿196.2b | ฿1.9t | ฿1.8b | 10.9x | 109.6x | 0.1x |
| Mon, 23 Dec 2024 | ฿198.1b | ฿1.9t | ฿1.8b | 11.4x | 110.6x | 0.1x |
| Wed, 20 Nov 2024 | ฿239.0b | ฿1.9t | ฿1.7b | 14.4x | 143.1x | 0.1x |
| Fri, 18 Oct 2024 | ฿267.5b | ฿1.9t | ฿48.8b | 12.7x | 5.5x | 0.1x |
| Sun, 15 Sep 2024 | ฿275.7b | ฿1.9t | ฿48.8b | 13x | 5.7x | 0.1x |
| Tue, 13 Aug 2024 | ฿259.5b | ฿1.9t | ฿47.6b | 13x | 5.5x | 0.1x |
| Thu, 11 Jul 2024 | ฿291.5b | ฿1.7t | ฿38.1b | 20.3x | 7.6x | 0.2x |
| Sat, 08 Jun 2024 | ฿290.0b | ฿1.7t | ฿38.1b | 20.5x | 7.6x | 0.2x |
| Mon, 06 May 2024 | ฿302.2b | ฿1.7t | ฿31.5b | 23.5x | 9.6x | 0.2x |
| Wed, 03 Apr 2024 | ฿328.6b | ฿1.7t | ฿31.5b | 24.4x | 10.4x | 0.2x |
| Fri, 01 Mar 2024 | ฿315.8b | ฿1.7t | ฿31.5b | 25.5x | 10x | 0.2x |
| Sun, 28 Jan 2024 | ฿301.3b | ฿1.6t | ฿31.7b | 10.9x | 9.5x | 0.2x |
| Tue, 26 Dec 2023 | ฿308.4b | ฿1.6t | ฿31.7b | 10.9x | 9.7x | 0.2x |
| Thu, 23 Nov 2023 | ฿306.5b | ฿1.6t | ฿31.7b | 11.6x | 9.7x | 0.2x |
| Sat, 21 Oct 2023 | ฿293.9b | ฿1.6t | -฿9,905,345,903.00 | 14.3x | -29.7x | 0.2x |
| Mon, 18 Sep 2023 | ฿307.7b | ฿1.6t | -฿9,905,345,903.00 | 15x | -31.1x | 0.2x |
| Wed, 16 Aug 2023 | ฿313.6b | ฿1.6t | -฿9,710,882,903.00 | 20.4x | -32.3x | 0.2x |
-32.3x
How does Thai Oil and Gas Refining and Marketing compare with similar industries?
| TH Market | -0.73% | |
| Energy | 0.29% | |
| Oil and Gas | 0.29% | |
| Oil and Gas Refining and Marketing | -0.35% | |
| Coal and Fuels | 2.69% | |
| Integrated Oil and Gas | 0.65% | |
| Oil and Gas Exploration and Production | 0% | 0 |
| Oil and Gas Storage and Transportation | -0.52% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| BCP Bangchak Corporation | ฿45.50 | 1.7% +฿1.1b | 35.8% | PE3.1x | |
| BBGI BBGI | ฿5.75 | 13.9% +฿1.0b | 83.1% | PE8.8x | |
| IRPC IRPC | ฿2.24 | 1.8% +฿816.4m | 130.9% | PE8.3x | |
| AIE AI Energy | ฿1.28 | 8.5% +฿138.4m | 8.5% | PE28.1x | |
| SUSCO Susco | ฿2.28 | 2.7% +฿57.0m | -11.6% | PE17.8x |