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Thai (SET) Air Freight and Logistics Industry Analysis

UpdatedApr 13, 2024
DataAggregated Company Financials
Companies11
  • 7D1.1%
  • 3M-4.7%
  • 1Y-43.3%
  • YTDn/a

The Air Freight and Logistics industry has gained 1.1% in the last week and Kerry Express (Thailand) up 2.6%. In the past year, the industry is down 43%. Earnings are forecast to grow by 16% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 14 Apr 2024฿61.2b฿54.1b-฿1,291,722,896.0014.7x-47.4x1.1x
Tue, 12 Mar 2024฿65.6b฿54.1b-฿1,291,722,896.0017.1x-50.8x1.2x
Thu, 08 Feb 2024฿66.1b฿51.4b-฿315,755,452.0017.4x-209.2x1.3x
Sat, 06 Jan 2024฿66.0b฿51.4b-฿315,755,452.0018.4x-209.1x1.3x
Mon, 04 Dec 2023฿50.7b฿46.2b-฿1,715,486,369.0014.4x-29.6x1.1x
Wed, 01 Nov 2023฿46.6b฿45.0b-฿1,129,342,369.0010.1x-41.3x1x
Fri, 29 Sep 2023฿60.2b฿45.0b-฿1,129,342,369.0012.4x-53.3x1.3x
Sun, 27 Aug 2023฿60.2b฿41.9b-฿1,340,336,783.0014.1x-44.9x1.4x
Tue, 25 Jul 2023฿66.0b฿41.9b-฿775,663,448.0011.5x-85.1x1.6x
Thu, 22 Jun 2023฿69.5b฿41.4b-฿803,486,660.0010.7x-86.5x1.7x
Sat, 20 May 2023฿69.6b฿41.4b-฿803,486,660.0011.1x-86.6x1.7x
Mon, 17 Apr 2023฿87.2b฿43.1b-฿370,264,464.0011.6x-235.5x2x
Wed, 15 Mar 2023฿83.1b฿43.1b-฿370,264,464.0011.6x-224.4x1.9x
Fri, 10 Feb 2023฿77.3b฿46.8b-฿54,364,394.0016.9x-1421x1.7x
Sun, 08 Jan 2023฿77.2b฿46.8b-฿54,364,394.0014.4x-1419.3x1.6x
Tue, 06 Dec 2022฿79.2b฿46.8b-฿54,364,394.0015.7x-1457.7x1.7x
Thu, 03 Nov 2022฿75.2b฿48.5b฿650.9m13.6x115.5x1.6x
Sat, 01 Oct 2022฿73.4b฿48.5b฿650.9m13.8x112.8x1.5x
Mon, 29 Aug 2022฿81.4b฿48.5b฿650.9m15x125.1x1.7x
Wed, 27 Jul 2022฿76.7b฿46.8b฿1.5b14x51.3x1.6x
Fri, 24 Jun 2022฿81.1b฿46.8b฿1.5b14.1x54.2x1.7x
Sun, 22 May 2022฿78.1b฿46.8b฿1.5b16.6x52.3x1.7x
Tue, 19 Apr 2022฿80.7b฿43.2b฿2.1b20.3x39x1.9x
Thu, 17 Mar 2022฿87.2b฿43.2b฿2.1b23.4x42.2x2x
Sat, 12 Feb 2022฿90.9b฿38.8b฿2.6b32.9x34.8x2.3x
Mon, 10 Jan 2022฿107.4b฿38.8b฿2.6b34.6x41.1x2.8x
Wed, 08 Dec 2021฿97.3b฿38.8b฿2.6b25.1x37.2x2.5x
Fri, 05 Nov 2021฿95.4b฿34.1b฿2.5b37.1x37.6x2.8x
Sun, 03 Oct 2021฿105.4b฿34.1b฿2.5b37.4x41.5x3.1x
Tue, 31 Aug 2021฿114.0b฿34.1b฿2.5b39x44.9x3.3x
Wed, 07 Jul 2021฿105.0b฿34.1b฿2.5b34.1x41.3x3.1x
Price to Earnings Ratio

45.5x


Total Market Cap: ฿104.6bTotal Earnings: ฿2.3bTotal Revenue: ฿32.7bTotal Market Cap vs Earnings and Revenue0%0%0%
Thai Air Freight and Logistics Industry Price to Earnings3Y Average -150.6x202220232024
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 2.0x is higher than the industry's current PS ratio of 1.1x.
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 18% 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 Market1.52%
Industrials1.66%
Logistics1.13%
Air Freight and Logistics1.13%
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
KEX Kerry Express (Thailand)฿4.722.6%
+฿209.1m
-71.6%PS0.7x
ANI Asia Network International฿4.682.2%
+฿184.8m
n/aPE10.8x
SJWD SCGJWD Logistics฿15.600.6%
+฿181.1m
-20.4%PE37.1x
III Triple i Logistics฿8.651.8%
+฿117.4m
-37.8%PE7.8x
WICE Wice Logistics฿5.500.9%
+฿32.0m
-44.2%PE20.7x
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Latest News

KEX

฿4.72

Kerry Express (Thailand)

7D

2.6%

1Y

-71.6%

SJWD

฿15.60

SCGJWD Logistics

7D

0.6%

1Y

-20.4%

LEO

฿4.12

Leo Global Logistics

7D

-0.5%

1Y

-55.5%

NCL

฿0.70

NCL International Logistics

7D

-1.4%

1Y

-74.3%

ETL

฿1.29

Euroasia Total Logistics

7D

-0.8%

1Y

n/a

SINO

฿1.21

Sino Logistics Corporation

7D

-1.6%

1Y

n/a

III

฿8.65

Triple i Logistics

7D

1.8%

1Y

-37.8%

WICE

฿5.50

Wice Logistics

7D

0.9%

1Y

-44.2%

ANI

฿4.68

Asia Network International

7D

2.2%

1Y

n/a