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Thai (SET) Logistics Industry Analysis

UpdatedFeb 24, 2024
DataAggregated Company Financials
Companies11
  • 7D-2.7%
  • 3M8.6%
  • 1Y-40.4%
  • YTD-6.5%

Over the last 7 days, the Logistics industry has dropped 2.0%, driven by SCGJWD Logistics declining 3.8%. On the other hand Wice Logistics is actually up 6.9%. Overall the industry is down 42% in 12 months. Looking forward, earnings are forecast to grow by 24% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 24 Feb 2024฿64.7b฿50.0b-฿1,230,060,827.0017.3x-52.6x1.3x
Mon, 22 Jan 2024฿62.2b฿51.4b-฿315,755,452.0017.2x-196.8x1.2x
Wed, 20 Dec 2023฿63.9b฿46.2b-฿1,715,486,369.0016.7x-37.2x1.4x
Fri, 17 Nov 2023฿49.2b฿47.2b-฿1,553,979,369.0014.2x-31.6x1x
Sun, 15 Oct 2023฿54.6b฿45.0b-฿1,129,342,369.0011.6x-48.4x1.2x
Tue, 12 Sep 2023฿63.1b฿41.9b-฿1,340,336,783.0014.7x-47.1x1.5x
Thu, 10 Aug 2023฿61.6b฿40.6b-฿1,091,034,448.0011.9x-56.5x1.5x
Sat, 08 Jul 2023฿64.5b฿41.9b-฿785,809,183.0011.3x-82.1x1.5x
Mon, 05 Jun 2023฿69.0b฿41.4b-฿803,486,660.0011.4x-85.9x1.7x
Wed, 03 May 2023฿74.2b฿43.1b-฿370,264,464.009.8x-200.5x1.7x
Fri, 31 Mar 2023฿86.7b฿43.1b-฿370,264,464.0011.9x-234x2x
Sun, 26 Feb 2023฿86.3b฿44.6b-฿508,622,498.0016.5x-169.7x1.9x
Tue, 24 Jan 2023฿80.3b฿46.8b-฿54,364,394.0017.3x-1476.9x1.7x
Thu, 22 Dec 2022฿77.5b฿46.8b-฿54,364,394.0014.4x-1425x1.7x
Sat, 19 Nov 2022฿76.2b฿47.0b-฿35,259,394.0013.3x-2160.9x1.6x
Mon, 17 Oct 2022฿74.5b฿48.5b฿650.9m13.3x114.5x1.5x
Wed, 14 Sep 2022฿81.3b฿48.5b฿650.9m14.8x124.8x1.7x
Fri, 12 Aug 2022฿77.2b฿48.5b฿1.8b14.7x44x1.6x
Sun, 10 Jul 2022฿81.6b฿46.8b฿1.5b12.9x54.6x1.7x
Tue, 07 Jun 2022฿85.3b฿46.8b฿1.5b16.6x57x1.8x
Thu, 05 May 2022฿85.1b฿43.2b฿2.1b21.9x41.2x2x
Sat, 02 Apr 2022฿85.1b฿43.2b฿2.1b22.2x41.2x2x
Mon, 28 Feb 2022฿90.8b฿42.4b฿1.9b26.3x47.1x2.1x
Wed, 26 Jan 2022฿97.0b฿38.8b฿2.6b32.9x37.1x2.5x
Fri, 24 Dec 2021฿104.1b฿38.8b฿2.6b30.1x39.8x2.7x
Sun, 21 Nov 2021฿100.7b฿38.8b฿2.6b23.9x38.5x2.6x
Tue, 19 Oct 2021฿106.3b฿34.1b฿2.5b36.4x41.9x3.1x
Thu, 16 Sep 2021฿108.8b฿34.1b฿2.5b38.6x42.9x3.2x
Sat, 14 Aug 2021฿112.5b฿34.1b฿2.5b37.4x44.3x3.3x
Wed, 09 Jun 2021฿109.6b฿32.7b฿2.3b38x47.7x3.3x
Tue, 02 Mar 2021฿116.7b฿31.8b฿2.1b28.3x54.3x3.7x
Price to Earnings Ratio

54.3x


Total Market Cap: ฿116.7bTotal Earnings: ฿2.1bTotal Revenue: ฿31.8bTotal Market Cap vs Earnings and Revenue0%0%0%
Thai Logistics Industry Price to Earnings3Y Average -143.9x202220232024
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 3-year average PS ratio of 2.1x is higher than the industry's current PS ratio of 1.3x.
Past Earnings Growth
  • Total earnings for the Logistics industry have declined over the last three years, with the industry now making a loss overall.
  • Meanwhile revenues have grown 16% per year.
  • This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.

Industry Trends

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

TH Market0.86%
Industrials0.92%
Logistics-2.74%
Air Freight and Logistics-2.74%
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
WICE Wice Logistics฿6.206.0%
+฿224.3m
-39.8%PE23.3x
SONIC Sonic Interfreight฿1.742.4%
+฿32.9m
-39.2%PE11.5x
NCL NCL International Logistics฿0.841.2%
+฿5.3m
-69.6%PS0.5x
TPL Thai Parcels฿1.420.7%
+฿5.2m
n/aPE110.2x
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Latest News

SINO

฿1.56

Sino Logistics Corporation

7D

-3.7%

1Y

n/a

SONIC

฿1.74

Sonic Interfreight

7D

2.4%

1Y

-39.2%

III

฿9.60

Triple i Logistics

7D

-2.0%

1Y

-29.9%

ANI

฿5.20

Asia Network International

7D

-5.5%

1Y

n/a

WICE

฿6.20

Wice Logistics

7D

6.0%

1Y

-39.8%

ETL

฿1.39

Euroasia Total Logistics

7D

-4.8%

1Y

n/a

SJWD

฿15.20

SCGJWD Logistics

7D

-4.4%

1Y

-19.6%

NCL

฿0.84

NCL International Logistics

7D

1.2%

1Y

-69.6%

TPL

฿1.42

Thai Parcels

7D

0.7%

1Y

n/a

LEO

฿4.64

Leo Global Logistics

7D

-0.4%

1Y

-61.0%