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Thai (SET) Infrastructure Industry Analysis
UpdatedDec 30, 2024
DataAggregated Company Financials
Companies8
- 7D2.7%
- 3M-7.6%
- 1Y-2.3%
- YTD-5.8%
In the last week, the Infrastructure industry is up 2.7%, with all of the companies up. The industry has been flat over the past 12 months despite the gain this week. As for the next few years, earnings are expected to grow by 15% per annum.
Industry Valuation and Performance
Has the Thai Infrastructure Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 30 Dec 2024 | ฿997.8b | ฿95.5b | ฿24.8b | 29.3x | 40.2x | 10.4x |
| Wed, 27 Nov 2024 | ฿1.0t | ฿75.7b | ฿14.9b | 32.4x | 69.2x | 13.6x |
| Fri, 25 Oct 2024 | ฿1.0t | ฿94.1b | ฿24.1b | 29.2x | 43.2x | 11x |
| Sun, 22 Sep 2024 | ฿1.1t | ฿94.1b | ฿24.1b | 32.6x | 44.6x | 11.4x |
| Tue, 20 Aug 2024 | ฿989.6b | ฿84.1b | ฿14.1b | 31.9x | 70.4x | 11.8x |
| Thu, 18 Jul 2024 | ฿982.3b | ฿90.2b | ฿22.5b | 32.7x | 43.7x | 10.9x |
| Sat, 15 Jun 2024 | ฿1.0t | ฿90.2b | ฿22.5b | 33.9x | 45.6x | 11.4x |
| Mon, 13 May 2024 | ฿1.1t | ฿85.4b | ฿20.7b | 14x | 54.4x | 13.2x |
| Wed, 10 Apr 2024 | ฿1.1t | ฿82.6b | ฿18.3b | 25x | 61.8x | 13.7x |
| Fri, 08 Mar 2024 | ฿1.1t | ฿82.8b | ฿18.3b | 24.8x | 59.9x | 13.2x |
| Sun, 04 Feb 2024 | ฿1.1t | ฿74.7b | ฿13.8b | 34.6x | 76.7x | 14.1x |
| Tue, 02 Jan 2024 | ฿1.0t | ฿74.7b | ฿13.8b | 37.7x | 74.3x | 13.7x |
| Thu, 30 Nov 2023 | ฿1.0t | ฿74.7b | ฿13.8b | 34.4x | 73.1x | 13.5x |
| Sat, 28 Oct 2023 | ฿1.1t | ฿65.1b | ฿8.7b | 27.2x | 127.3x | 17.1x |
| Mon, 25 Sep 2023 | ฿1.2t | ฿63.7b | ฿8.5b | 15.8x | 138.9x | 18.5x |
| Wed, 23 Aug 2023 | ฿1.2t | ฿61.2b | ฿7.6b | 16.3x | 156.9x | 19.5x |
| Fri, 21 Jul 2023 | ฿1.2t | ฿52.4b | ฿1.9b | 16.2x | 621.1x | 22.6x |
| Sun, 18 Jun 2023 | ฿1.2t | ฿52.4b | ฿1.9b | 16.5x | 623x | 22.6x |
| Tue, 16 May 2023 | ฿1.2t | ฿45.8b | -฿3,265,387,701.00 | 36.8x | -375x | 26.7x |
| Thu, 13 Apr 2023 | ฿1.2t | ฿45.7b | -฿3,316,942,701.00 | 38.5x | -368.4x | 26.7x |
| Sat, 11 Mar 2023 | ฿1.2t | ฿45.5b | -฿3,528,128,018.00 | 20.6x | -328.7x | 25.5x |
| Mon, 06 Feb 2023 | ฿1.2t | ฿37.2b | -฿8,354,772,252.00 | 23.7x | -149.2x | 33.5x |
| Wed, 04 Jan 2023 | ฿1.3t | ฿37.2b | -฿8,354,772,252.00 | 22.5x | -150.7x | 33.9x |
| Fri, 02 Dec 2022 | ฿1.2t | ฿37.2b | -฿8,354,772,252.00 | 22.5x | -148.1x | 33.3x |
| Sun, 30 Oct 2022 | ฿1.2t | ฿30.1b | -฿13,279,692,820.00 | 25.2x | -92.8x | 41x |
| Tue, 27 Sep 2022 | ฿1.2t | ฿30.1b | -฿13,279,692,820.00 | 26.6x | -92.5x | 40.9x |
| Thu, 25 Aug 2022 | ฿1.2t | ฿30.1b | -฿13,279,692,820.00 | 25x | -89.8x | 39.7x |
| Sat, 23 Jul 2022 | ฿1.2t | ฿25.8b | -฿15,735,045,624.00 | 30.6x | -73.8x | 44.9x |
| Mon, 20 Jun 2022 | ฿1.1t | ฿25.8b | -฿15,735,045,624.00 | 32.7x | -72.5x | 44.1x |
| Wed, 18 May 2022 | ฿1.1t | ฿25.9b | -฿15,657,332,624.00 | 30.9x | -72.3x | 43.7x |
| Fri, 15 Apr 2022 | ฿1.1t | ฿24.3b | -฿16,122,295,101.00 | 31.3x | -70.7x | 47x |
| Sun, 13 Mar 2022 | ฿1.1t | ฿24.3b | -฿16,122,295,101.00 | 31.6x | -67.4x | 44.8x |
| Tue, 08 Feb 2022 | ฿1.1t | ฿24.6b | -฿14,922,041,336.00 | 27.6x | -72.6x | 44x |
| Thu, 06 Jan 2022 | ฿1.1t | ฿24.6b | -฿14,922,041,336.00 | 27.9x | -70.5x | 42.7x |
Price to Earnings Ratio
-70.5x
Current Industry PE
- Investors are optimistic on the Thai Infrastructure industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 40.2x which is higher than its 3-year average PE of 18.3x.
- The 3-year average PS ratio of 25.9x is higher than the industry's current PS ratio of 10.4x.
Past Earnings Growth
- Total earnings for the Infrastructure industry have gone up over the last three years, and the industry is now profitable. Revenues have grown 57% per year.
- This means that more sales are being generated by the industry overall, and subsequently profits are increasing too.
Industry Trends
Which industries have driven the changes within the Thai Industrials industry?
| TH Market | 2.65% | |
| Industrials | 2.50% | |
| Infrastructure | 2.71% | |
| Highways and Railtracks | 3.56% | |
| Airport Services | 2.61% | |
| Marine Ports and Services | 0.25% | |
Industry PE
- Investors are most optimistic about the Airport Services industry which is trading above its 3-year average PE ratio.
- Analysts are expecting annual earnings growth of 16.4%, which is lower than the prior year's growth of 83.8% per year.
- Investors are most pessimistic about the Marine Ports and Services industry, which is trading below its 3-year average of 20.3x.
Forecasted Growth
- Analysts are most optimistic on the Airport Services industry, expecting annual earnings growth of 16% over the next 5 years.
- However this is lower than its past earnings growth rate of 84% per year.
- In contrast, the Marine Ports and Services industry is expected to see its earnings growth to stay flat over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| BEM Bangkok Expressway and Metro | ฿7.10 | 2.2% +฿2.2b | -10.7% | PE28.2x | |
| DMT Don Muang Tollway | ฿10.80 | 0.9% +฿118.1m | -20.0% | PE12.6x | |
| NYT Namyong Terminal | ฿2.94 | 2.8% +฿99.2m | -34.1% | PE7x | |
| BAFS Bangkok Aviation Fuel Services | ฿11.90 | 0.8% +฿63.7m | -50.2% | PS2.3x |