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Thai (SET) Logistics Industry Analysis

UpdatedAug 18, 2026
DataAggregated Company Financials
Companies9
  • 7D-1.2%
  • 3M27.9%
  • 1Y5.8%
  • YTD26.6%

Over the last 7 days, the Logistics industry has remained flat, although notably Asia Network International declined by 8.8%. The past year has been better, since the industry has gained 4.2% in that time. Earnings are forecast to grow by 6.4% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 18 Aug 2026฿33.9b฿50.3b฿2.5b14.3x13.6x0.7x
Thu, 16 Jul 2026฿30.7b฿49.4b฿2.1b14.5x14.9x0.6x
Sat, 13 Jun 2026฿27.3b฿49.4b฿2.1b12.1x13.2x0.6x
Mon, 11 May 2026฿27.1b฿49.1b฿2.3b12.3x11.8x0.6x
Wed, 08 Apr 2026฿26.5b฿49.1b฿2.3b11.8x11.5x0.5x
Fri, 06 Mar 2026฿27.8b฿49.1b฿2.4b12.7x11.8x0.6x
Sun, 01 Feb 2026฿26.0b฿49.5b฿2.3b10.8x11.1x0.5x
Tue, 30 Dec 2025฿26.6b฿49.5b฿2.3b11.1x11.4x0.5x
Thu, 27 Nov 2025฿26.8b฿49.5b฿2.3b11.4x11.4x0.5x
Sat, 25 Oct 2025฿29.9b฿50.7b฿2.2b11.6x13.4x0.6x
Mon, 22 Sep 2025฿38.7b฿57.4b-฿3,429,080,157.0013.4x-11.3x0.7x
Wed, 20 Aug 2025฿36.4b฿57.4b-฿3,429,080,157.0012.3x-10.6x0.6x
Fri, 18 Jul 2025฿34.7b฿58.0b-฿3,277,762,680.0010.2x-10.6x0.6x
Sun, 15 Jun 2025฿36.3b฿58.0b-฿3,277,762,680.009.4x-11.1x0.6x
Tue, 13 May 2025฿33.5b฿59.3b-฿3,584,472,929.0010.8x-9.3x0.6x
Thu, 10 Apr 2025฿26.7b฿59.1b-฿3,580,695,564.009.9x-7.5x0.5x
Sat, 08 Mar 2025฿31.0b฿59.1b-฿3,580,695,564.0011.3x-8.7x0.5x
Mon, 03 Feb 2025฿35.6b฿58.6b-฿1,838,154,438.0012.8x-19.4x0.6x
Wed, 01 Jan 2025฿43.4b฿58.6b-฿1,838,154,438.0015.8x-23.6x0.7x
Fri, 29 Nov 2024฿47.1b฿58.6b-฿1,838,154,438.0017.6x-25.6x0.8x
Sun, 27 Oct 2024฿41.0b฿45.7b฿2.7b14x15.4x0.9x
Tue, 24 Sep 2024฿44.6b฿45.7b฿2.7b15.5x16.8x1x
Thu, 22 Aug 2024฿40.3b฿45.7b฿2.7b14.3x15.2x0.9x
Sat, 20 Jul 2024฿48.8b฿55.4b-฿1,876,737,193.0014.7x-26x0.9x
Mon, 17 Jun 2024฿51.9b฿55.4b-฿1,876,737,193.0014.8x-27.6x0.9x
Wed, 15 May 2024฿56.9b฿55.7b-฿1,412,024,863.0014x-40.3x1x
Fri, 12 Apr 2024฿61.2b฿54.1b-฿1,291,722,896.0014.7x-47.4x1.1x
Sun, 10 Mar 2024฿66.5b฿54.1b-฿1,291,722,896.0017.5x-51.5x1.2x
Tue, 06 Feb 2024฿65.8b฿51.4b-฿315,755,452.0016.9x-208.3x1.3x
Thu, 04 Jan 2024฿68.9b฿51.4b-฿315,755,452.0018.2x-218.2x1.3x
Sat, 02 Dec 2023฿50.7b฿46.2b-฿1,715,486,369.0014.4x-29.6x1.1x
Mon, 30 Oct 2023฿46.9b฿45.0b-฿1,129,342,369.0010.3x-41.6x1x
Wed, 27 Sep 2023฿62.0b฿45.0b-฿1,129,342,369.0012.3x-54.9x1.4x
Fri, 25 Aug 2023฿60.3b฿41.9b-฿1,340,336,783.0014x-45x1.4x
Price to Earnings Ratio

-45x


Total Market Cap: ฿60.3bTotal Earnings: -฿1,340,336,783.00Total Revenue: ฿41.9bTotal Market Cap vs Earnings and Revenue0%0%0%
Thai Logistics Industry Price to Earnings3Y Average -20.6x202420252026
Current Industry PE
  • Investors are pessimistic on the Thai Logistics industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 13.7x which is higher than its 3-year average PE of -20.7x.
  • The industry is trading close to its 3-year average PS ratio of 0.81x.
Past Earnings Growth
  • Total earnings for the Logistics industry have gone up over the last three years, and the industry is now profitable. Revenues have grown 6.1% 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 Market0.16%
Industrials3.10%
Logistics-1.22%
Air Freight and Logistics-1.22%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

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

CompanyLast Price7D1YValuation
SJWD SCGJWD Logistics฿10.202.0%
+฿355.3m
10.9%PE14.3x
III Triple i Logistics฿4.682.2%
+฿76.8m
-1.3%PE8x

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