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Thai (SET) Infrastructure Industry Analysis
UpdatedNov 21, 2024
DataAggregated Company Financials
Companies8
- 7D0.4%
- 3M0.5%
- 1Y-8.5%
- YTD-4.2%
The Infrastructure industry has stayed flat over the last week. As for the longer term, the industry has declined 8.5% in the last year. Looking forward, earnings are forecast to grow by 18% annually.
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 |
|---|---|---|---|---|---|---|
| Thu, 21 Nov 2024 | ฿1.0t | ฿94.3b | ฿24.2b | 29.7x | 42x | 10.8x |
| Sat, 19 Oct 2024 | ฿1.1t | ฿94.1b | ฿24.1b | 29.2x | 44.8x | 11.4x |
| Mon, 16 Sep 2024 | ฿1.1t | ฿94.1b | ฿24.1b | 32.6x | 43.7x | 11.2x |
| Wed, 14 Aug 2024 | ฿952.7b | ฿90.4b | ฿22.5b | 32.7x | 42.3x | 10.5x |
| Fri, 12 Jul 2024 | ฿995.8b | ฿90.2b | ฿22.5b | 32.2x | 44.3x | 11x |
| Sun, 09 Jun 2024 | ฿1.0t | ฿90.1b | ฿22.5b | 32.6x | 46.6x | 11.6x |
| Tue, 07 May 2024 | ฿1.1t | ฿82.6b | ฿18.3b | 25.4x | 61x | 13.5x |
| Thu, 04 Apr 2024 | ฿1.1t | ฿82.6b | ฿18.3b | 25x | 60.4x | 13.4x |
| Sat, 02 Mar 2024 | ฿1.1t | ฿82.2b | ฿18.3b | 24.8x | 60.6x | 13.5x |
| Mon, 29 Jan 2024 | ฿1.0t | ฿74.7b | ฿13.8b | 35.3x | 73.4x | 13.5x |
| Wed, 27 Dec 2023 | ฿1.0t | ฿74.7b | ฿13.8b | 36.5x | 74.5x | 13.7x |
| Fri, 24 Nov 2023 | ฿1.1t | ฿74.7b | ฿13.8b | 34.4x | 76.8x | 14.2x |
| Sun, 22 Oct 2023 | ฿1.1t | ฿65.1b | ฿8.7b | 26.5x | 128.6x | 17.3x |
| Tue, 19 Sep 2023 | ฿1.2t | ฿63.7b | ฿8.5b | 15.9x | 139.8x | 18.6x |
| Thu, 17 Aug 2023 | ฿1.2t | ฿61.1b | ฿7.7b | 19x | 154x | 19.3x |
| Sat, 15 Jul 2023 | ฿1.2t | ฿52.4b | ฿1.9b | 17.3x | 616.3x | 22.4x |
| Mon, 12 Jun 2023 | ฿1.2t | ฿52.4b | ฿1.9b | 16.9x | 630.7x | 22.9x |
| Wed, 10 May 2023 | ฿1.2t | ฿45.7b | -฿3,316,942,701.00 | 37.6x | -370.8x | 26.9x |
| Fri, 07 Apr 2023 | ฿1.2t | ฿45.7b | -฿3,316,942,701.00 | 20x | -363.4x | 26.4x |
| Sun, 05 Mar 2023 | ฿1.2t | ฿45.5b | -฿3,544,716,018.00 | 22x | -336.2x | 26.2x |
| Tue, 31 Jan 2023 | ฿1.3t | ฿37.2b | -฿8,354,772,252.00 | 23.8x | -151.8x | 34.1x |
| Thu, 29 Dec 2022 | ฿1.3t | ฿37.2b | -฿8,354,772,252.00 | 22.2x | -151.7x | 34.1x |
| Sat, 26 Nov 2022 | ฿1.2t | ฿37.2b | -฿8,354,772,252.00 | 23.1x | -148.5x | 33.4x |
| Mon, 24 Oct 2022 | ฿1.2t | ฿30.1b | -฿13,279,692,820.00 | 25.2x | -92.6x | 40.9x |
| Wed, 21 Sep 2022 | ฿1.2t | ฿30.1b | -฿13,279,692,820.00 | 27.1x | -92.8x | 41x |
| Fri, 19 Aug 2022 | ฿1.2t | ฿30.1b | -฿13,279,640,820.00 | 25.5x | -90.6x | 40x |
| Sun, 17 Jul 2022 | ฿1.2t | ฿25.8b | -฿15,735,045,624.00 | 29.7x | -74x | 45x |
| Tue, 14 Jun 2022 | ฿1.1t | ฿25.8b | -฿15,735,045,624.00 | 34.7x | -73x | 44.5x |
| Thu, 12 May 2022 | ฿1.1t | ฿24.3b | -฿16,122,295,101.00 | 31x | -69.1x | 45.9x |
| Sat, 09 Apr 2022 | ฿1.1t | ฿24.3b | -฿16,122,295,101.00 | 31.6x | -69.6x | 46.3x |
| Mon, 07 Mar 2022 | ฿1.1t | ฿24.3b | -฿16,122,295,101.00 | 33.3x | -67.4x | 44.8x |
| Wed, 02 Feb 2022 | ฿1.1t | ฿24.6b | -฿14,922,041,336.00 | 27.1x | -72.7x | 44.1x |
| Fri, 31 Dec 2021 | ฿1.0t | ฿24.6b | -฿14,922,041,336.00 | 27.4x | -69.7x | 42.2x |
| Sun, 28 Nov 2021 | ฿1.1t | ฿24.6b | -฿14,922,041,336.00 | 29x | -71.7x | 43.5x |
Price to Earnings Ratio
-71.7x
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 42.0x which is higher than its 3-year average PE of 14.3x.
- The 3-year average PS ratio of 27.0x is higher than the industry's current PS ratio of 10.8x.
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 56% 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 | 0.77% | |
| Industrials | -0.36% | |
| Infrastructure | 0.36% | |
| Marine Ports and Services | 1.67% | |
| Airport Services | 0.75% | |
| Highways and Railtracks | -2.32% | |
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 19.8%, which is lower than the prior year's growth of 202.4% per year.
- Investors are most pessimistic about the Marine Ports and Services industry, which is trading below its 3-year average of 20.8x.
Forecasted Growth
- Analysts are most optimistic on the Airport Services industry, expecting annual earnings growth of 20% over the next 5 years.
- 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 | |
|---|---|---|---|---|---|
| AOT Airports of Thailand | ฿61.50 | 5.1% +฿42.9b | -1.2% | PE47.9x | |
| DMT Don Muang Tollway | ฿11.70 | 1.7% +฿236.2m | -6.4% | PE13.6x | |
| PORT Sahathai Terminal | ฿1.30 | 17.1% +฿115.4m | 25.0% | PE38x |