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Thai (SET) Air Freight and Logistics Industry Analysis
UpdatedNov 24, 2024
DataAggregated Company Financials
Companies11
- 7D-2.4%
- 3M-4.4%
- 1Y-29.7%
- YTDn/a
Over the last 7 days, the Air Freight and Logistics industry has dropped 2.4%, driven by a pullback from SCGJWD Logistics of 4.1%. However, the industry is down 30% over the past year. Looking forward, earnings are forecast to grow by 13% annually.
Industry Valuation and Performance
Has the Thai Air Freight and Logistics Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 24 Nov 2024 | ฿48.3b | ฿58.6b | -฿1,838,154,438.00 | 17.8x | -26.3x | 0.8x |
| Tue, 22 Oct 2024 | ฿42.0b | ฿45.7b | ฿2.7b | 14x | 15.8x | 0.9x |
| Thu, 19 Sep 2024 | ฿43.7b | ฿45.7b | ฿2.7b | 14.9x | 16.4x | 1x |
| Sat, 17 Aug 2024 | ฿44.0b | ฿56.6b | -฿1,617,410,677.00 | 13.8x | -27.2x | 0.8x |
| Mon, 15 Jul 2024 | ฿51.7b | ฿55.4b | -฿1,876,737,193.00 | 16.5x | -27.5x | 0.9x |
| Wed, 12 Jun 2024 | ฿54.1b | ฿55.4b | -฿1,876,737,193.00 | 16.3x | -28.8x | 1x |
| Fri, 10 May 2024 | ฿58.3b | ฿54.3b | -฿1,317,661,526.00 | 14.5x | -44.2x | 1.1x |
| Sun, 07 Apr 2024 | ฿60.5b | ฿54.1b | -฿1,291,722,896.00 | 14.8x | -46.9x | 1.1x |
| Tue, 05 Mar 2024 | ฿65.7b | ฿54.1b | -฿1,291,722,896.00 | 17.3x | -50.8x | 1.2x |
| Thu, 01 Feb 2024 | ฿63.2b | ฿51.4b | -฿315,755,452.00 | 15.4x | -200.2x | 1.2x |
| Sat, 30 Dec 2023 | ฿66.2b | ฿51.4b | -฿315,755,452.00 | 17.2x | -209.6x | 1.3x |
| Mon, 27 Nov 2023 | ฿50.8b | ฿46.2b | -฿1,715,486,369.00 | 14.6x | -29.6x | 1.1x |
| Wed, 25 Oct 2023 | ฿48.5b | ฿45.0b | -฿1,129,342,369.00 | 10.3x | -42.9x | 1.1x |
| Fri, 22 Sep 2023 | ฿66.5b | ฿50.9b | -฿438,095,955.00 | 12.9x | -151.9x | 1.3x |
| Sun, 20 Aug 2023 | ฿58.7b | ฿41.9b | -฿1,340,336,783.00 | 13.2x | -43.8x | 1.4x |
| Tue, 18 Jul 2023 | ฿66.9b | ฿41.9b | -฿775,663,448.00 | 11.7x | -86.2x | 1.6x |
| Thu, 15 Jun 2023 | ฿75.6b | ฿41.4b | -฿803,486,660.00 | 11.5x | -94.1x | 1.8x |
| Sat, 13 May 2023 | ฿73.3b | ฿43.1b | -฿370,264,464.00 | 10.4x | -198.1x | 1.7x |
| Mon, 10 Apr 2023 | ฿87.3b | ฿43.1b | -฿370,264,464.00 | 11.5x | -235.9x | 2x |
| Wed, 08 Mar 2023 | ฿85.3b | ฿44.1b | -฿199,033,413.00 | 13.2x | -428.7x | 1.9x |
| Fri, 03 Feb 2023 | ฿80.5b | ฿46.8b | -฿54,364,394.00 | 17.1x | -1480.6x | 1.7x |
| Sun, 01 Jan 2023 | ฿76.7b | ฿46.8b | -฿54,364,394.00 | 14.7x | -1411.3x | 1.6x |
| Tue, 29 Nov 2022 | ฿75.7b | ฿46.8b | -฿54,364,394.00 | 14.5x | -1392.6x | 1.6x |
| Thu, 27 Oct 2022 | ฿77.2b | ฿48.5b | ฿650.9m | 13.8x | 118.5x | 1.6x |
| Sat, 24 Sep 2022 | ฿77.8b | ฿48.5b | ฿650.9m | 14.7x | 119.5x | 1.6x |
| Mon, 22 Aug 2022 | ฿81.2b | ฿48.5b | ฿650.9m | 15.1x | 124.7x | 1.7x |
| Wed, 20 Jul 2022 | ฿80.8b | ฿46.8b | ฿1.5b | 13.7x | 54x | 1.7x |
| Fri, 17 Jun 2022 | ฿81.5b | ฿46.8b | ฿1.5b | 14.5x | 54.5x | 1.7x |
| Sun, 15 May 2022 | ฿76.2b | ฿44.2b | ฿2.2b | 20.1x | 35x | 1.7x |
| Tue, 12 Apr 2022 | ฿80.6b | ฿43.2b | ฿2.1b | 20.3x | 39x | 1.9x |
| Thu, 10 Mar 2022 | ฿85.4b | ฿43.2b | ฿2.1b | 23.5x | 41.3x | 2x |
| Sat, 05 Feb 2022 | ฿97.2b | ฿38.8b | ฿2.6b | 35.3x | 37.2x | 2.5x |
| Mon, 03 Jan 2022 | ฿106.6b | ฿38.8b | ฿2.6b | 30.2x | 40.8x | 2.7x |
| Wed, 01 Dec 2021 | ฿93.9b | ฿38.8b | ฿2.6b | 23.5x | 35.9x | 2.4x |
Price to Earnings Ratio
35.9x
Current Industry PE
- Investors are pessimistic on the Thai Air Freight and Logistics industry, indicating that they anticipate long term growth rates will be lower than they have historically.
- The 3-year average PS ratio of 1.5x is higher than the industry's current PS ratio of 0.82x.
Past Earnings Growth
- Total earnings for the Air Freight and Logistics industry have declined over the last three years, with the industry now making a loss overall.
- Meanwhile revenues have grown 15% 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 Comparison
How does Thai Air Freight and Logistics compare with similar industries?
| TH Market | 0.26% | |
| Industrials | 1.89% | |
| Logistics | -2.44% | |
| Air Freight and Logistics | -2.44% | |
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 | |
|---|---|---|---|---|---|
| KEX KEX Express (Thailand) | ฿2.12 | 2.9% +฿210.3m | -49.0% | PS0.7x | |
| NCL NCL International Logistics | ฿0.43 | 16.2% +฿31.7m | -58.3% | PS0.3x | |
| SONIC Sonic Interfreight | ฿1.65 | 1.9% +฿25.1m | -1.2% | PE9.1x | |
| ETL Euroasia Total Logistics | ฿0.65 | 6.6% +฿24.8m | -43.0% | PE19x |