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Thai (SET) Logistics Industry Analysis
UpdatedDec 31, 2025
DataAggregated Company Financials
Companies10
- 7D4.4%
- 3M-16.2%
- 1Y-27.8%
- YTD-26.9%
Over the last 7 days, the Logistics industry has risen 1.4%, driven by gains from SCGJWD Logistics of 4.4%. However, the industry is down 30% over the past year. Earnings are forecast to grow by 9.0% annually.
Industry Valuation and Performance
Has the Thai Logistics Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 31 Dec 2025 | ฿27.5b | ฿49.5b | ฿2.3b | 11.4x | 11.7x | 0.6x |
| Fri, 28 Nov 2025 | ฿26.8b | ฿49.5b | ฿2.3b | 11.4x | 11.4x | 0.5x |
| Sun, 26 Oct 2025 | ฿29.9b | ฿50.7b | ฿2.2b | 11.6x | 13.4x | 0.6x |
| Tue, 23 Sep 2025 | ฿38.2b | ฿57.4b | -฿3,429,080,157.00 | 13.2x | -11.1x | 0.7x |
| Thu, 21 Aug 2025 | ฿37.6b | ฿57.4b | -฿3,429,080,157.00 | 12.8x | -11x | 0.7x |
| Sat, 19 Jul 2025 | ฿35.0b | ฿58.0b | -฿3,277,762,680.00 | 10.2x | -10.7x | 0.6x |
| Mon, 16 Jun 2025 | ฿36.3b | ฿58.0b | -฿3,277,762,680.00 | 9.4x | -11.1x | 0.6x |
| Wed, 14 May 2025 | ฿33.2b | ฿59.3b | -฿3,584,472,929.00 | 10.8x | -9.3x | 0.6x |
| Fri, 11 Apr 2025 | ฿28.2b | ฿59.1b | -฿3,580,695,564.00 | 10.6x | -7.9x | 0.5x |
| Sun, 09 Mar 2025 | ฿31.0b | ฿59.1b | -฿3,580,695,564.00 | 11.3x | -8.7x | 0.5x |
| Tue, 04 Feb 2025 | ฿35.1b | ฿58.6b | -฿1,838,154,438.00 | 12.4x | -19.1x | 0.6x |
| Thu, 02 Jan 2025 | ฿43.4b | ฿58.6b | -฿1,838,154,438.00 | 15.8x | -23.6x | 0.7x |
| Sat, 30 Nov 2024 | ฿47.4b | ฿58.6b | -฿1,838,154,438.00 | 17.8x | -25.8x | 0.8x |
| Mon, 28 Oct 2024 | ฿41.0b | ฿45.7b | ฿2.7b | 14x | 15.4x | 0.9x |
| Wed, 25 Sep 2024 | ฿44.7b | ฿45.7b | ฿2.7b | 15.3x | 16.8x | 1x |
| Fri, 23 Aug 2024 | ฿40.6b | ฿45.7b | ฿2.7b | 14.3x | 15.3x | 0.9x |
| Sun, 21 Jul 2024 | ฿48.3b | ฿55.4b | -฿1,876,737,193.00 | 14.7x | -25.7x | 0.9x |
| Tue, 18 Jun 2024 | ฿52.0b | ฿55.4b | -฿1,876,737,193.00 | 14.1x | -27.7x | 0.9x |
| Thu, 16 May 2024 | ฿55.8b | ฿55.7b | -฿1,419,010,863.00 | 13.7x | -39.3x | 1x |
| Sat, 13 Apr 2024 | ฿61.2b | ฿54.1b | -฿1,291,722,896.00 | 14.7x | -47.4x | 1.1x |
| Mon, 11 Mar 2024 | ฿66.5b | ฿54.1b | -฿1,291,722,896.00 | 17.5x | -51.5x | 1.2x |
| Wed, 07 Feb 2024 | ฿66.7b | ฿51.4b | -฿315,755,452.00 | 16.8x | -211.1x | 1.3x |
| Fri, 05 Jan 2024 | ฿67.5b | ฿51.4b | -฿315,755,452.00 | 18.5x | -213.9x | 1.3x |
| Sun, 03 Dec 2023 | ฿50.7b | ฿46.2b | -฿1,715,486,369.00 | 14.4x | -29.6x | 1.1x |
| Tue, 31 Oct 2023 | ฿46.8b | ฿45.0b | -฿1,129,342,369.00 | 10.2x | -41.4x | 1x |
| Thu, 28 Sep 2023 | ฿61.6b | ฿45.0b | -฿1,129,342,369.00 | 12.5x | -54.6x | 1.4x |
| Sat, 26 Aug 2023 | ฿60.2b | ฿41.9b | -฿1,340,336,783.00 | 14.1x | -44.9x | 1.4x |
| Mon, 24 Jul 2023 | ฿66.7b | ฿41.9b | -฿775,663,448.00 | 11.7x | -86x | 1.6x |
| Wed, 21 Jun 2023 | ฿71.7b | ฿41.4b | -฿803,486,660.00 | 11.1x | -89.2x | 1.7x |
| Fri, 19 May 2023 | ฿70.8b | ฿41.4b | -฿803,486,660.00 | 11.6x | -88.1x | 1.7x |
| Sun, 16 Apr 2023 | ฿87.2b | ฿43.1b | -฿370,264,464.00 | 11.6x | -235.5x | 2x |
| Tue, 14 Mar 2023 | ฿85.5b | ฿43.1b | -฿370,264,464.00 | 11.9x | -230.9x | 2x |
| Thu, 09 Feb 2023 | ฿79.5b | ฿46.8b | -฿54,364,394.00 | 16.8x | -1461.8x | 1.7x |
| Sat, 07 Jan 2023 | ฿77.2b | ฿46.8b | -฿54,364,394.00 | 14.4x | -1419.3x | 1.6x |
Price to Earnings Ratio
-1419.3x
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 11.4x which is higher than its 3-year average PE of -122x.
- The 3-year average PS ratio of 1.1x is higher than the industry's current PS ratio of 0.54x.
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 remained mostly flat. This means that the industry has become more efficient since profits are increasing while sales have been flat.
Industry Trends
Which industries have driven the changes within the Thai Industrials industry?
| TH Market | -0.89% | |
| Industrials | -5.23% | |
| Logistics | 4.36% | |
| Air Freight and Logistics | 4.36% | |
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?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| SJWD SCGJWD Logistics | ฿7.40 | 9.6% +฿1.2b | -30.8% | PE12x | |
| ANI Asia Network International | ฿2.96 | 1.4% +฿73.9m | -20.4% | PE9.5x | |
| SONIC Sonic Interfreight | ฿1.53 | 1.3% +฿15.3m | -13.1% | PE8.4x | |
| SINO Sino Logistics Corporation | ฿0.96 | 1.1% +฿10.4m | 6.7% | PE10.8x |