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Thai (SET) Infrastructure Industry Analysis

UpdatedMay 22, 2022
DataAggregated Company Financials
Companies7
  • 7D3.5%
  • 3M4.2%
  • 1Y13.1%
  • YTD10.2%

In the last week, the Infrastructure industry is up 3.5%, with all of the companies up. This takes the industry's 12 month performance to a gain of 13%. Looking forward, earnings are forecast to grow by 65% annually.

Industry Valuation and Performance

Has the Thai Infrastructure Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPE
Sun, 22 May 2022฿1.2t฿25.7b-฿15,735,042,624.0031.2x
Tue, 19 Apr 2022฿1.1t฿24.3b-฿16,122,295,101.0030.7x
Thu, 17 Mar 2022฿1.1t฿24.3b-฿16,122,295,101.0031.8x
Sat, 12 Feb 2022฿1.1t฿24.8b-฿15,751,724,790.0026.9x
Mon, 10 Jan 2022฿1.0t฿24.6b-฿14,922,041,336.0027.6x
Wed, 08 Dec 2021฿1.0t฿24.6b-฿14,922,041,336.0028.3x
Fri, 05 Nov 2021฿1.1t฿26.4b-฿12,608,504,486.0025.8x
Sun, 03 Oct 2021฿1.1t฿26.4b-฿12,608,504,486.0027x
Tue, 31 Aug 2021฿1.1t฿26.4b-฿12,608,504,486.0029.1x
Wed, 07 Jul 2021฿1.1t฿26.4b-฿12,608,504,486.0024.2x
Sat, 10 Apr 2021฿1.1t฿24.1b-฿12,295,455,602.0032.3x
Fri, 01 Jan 2021฿1.0t฿35.5b-฿4,549,618,057.0029.3x
Mon, 05 Oct 2020฿956.4b฿50.7b฿6.5b43.8x
Thu, 09 Jul 2020฿1.0t฿65.2b฿15.9b43.4x
Wed, 01 Apr 2020฿859.8b฿81.2b฿28.2b16.1x
Sat, 04 Jan 2020฿1.3t฿86.9b฿32.8b20.3x
Tue, 08 Oct 2019฿1.3t฿86.0b฿31.9b21.9x
Mon, 01 Jul 2019฿1.3t฿85.6b฿34.3b22.4x
Median PE Ratio

20.4x


Total Market Cap: ฿1.1tTotal Earnings: ฿32.7bTotal Revenue: ฿85.3bTotal Market Cap vs Earnings and Revenue0%0%0%
Thai Infrastructure Industry Median PE3Y Average 28.4x202020212022
Current Industry PE
  • Investors are relatively neutral on the industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PE ratio of 28.4x.
Past Earnings Growth
  • Total earnings for the Infrastructure industry have declined over the last three years, with the industry now making a loss overall.
  • Revenues have also declined 33% per year, which is driving profits down.

Industry Trends

Which industries have driven the changes within the Thai Industrials industry?

TH Market2.52%
Industrials4.12%
Infrastructure3.53%
Highways and Railtracks7.43%
Airport Services3.00%
Marine Ports and Services1.86%
Industry PE
  • Investors are most optimistic about the Highways and Railtracks industry which is trading above its 3-year average PE ratio of 49.9x.
  • Analysts are expecting annual earnings growth of 36%, which is higher than its past year's earnings decline of 43% per year.
  • Investors are most pessimistic about the Marine Ports and Services industry. Although, investor sentiment seems to have improved given its trading above its 3-year average of 20.4x.
Forecasted Growth
  • Analysts are most optimistic on the Airport Services industry, expecting annual earnings growth of 70% over the next 5 years.
  • In contrast, the Marine Ports and Services industry is expected to see its earnings grow by 19% per year over the next few years.

Top Stock Gainers and Losers

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

CompanyLast Price7D1YValuation
AOT Airports of Thailand฿69.003.0%
+฿28.6b
13.6%PS112.6x
BEM Bangkok Expressway and Metro฿8.808.0%
+฿9.9b
15.0%PS129.2x
BAFS Bangkok Aviation Fuel Services฿28.253.7%
+฿637.5m
11.9%PS10.1x
DMT Don Muang Tollway฿10.701.9%
+฿236.2m
-20.1%PS31.2x
NYT Namyong Terminal฿4.501.8%
+฿99.2m
10.3%PS23x
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B

฿0.51

Begistics

7D

2.0%

1Y

-13.6%