Thai (SET) Machinery Industry Analysis
UpdatedJul 26, 2024
DataAggregated Company Financials
Companies18
- 7D-4.7%
- 3M-9.2%
- 1Y-41.4%
- YTD-18.9%
Over the last 7 days, the Machinery industry has dropped 3.6%, driven by a pullback from SNC Former of 11%. However, the industry is down 39% over the past year.
Industry Valuation and Performance
Has the Thai Machinery Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 26 Jul 2024 | ฿16.3b | ฿31.0b | ฿54.3m | 18.9x | 300x | 0.5x |
| Sun, 23 Jun 2024 | ฿17.3b | ฿31.0b | ฿54.3m | 20.5x | 319.1x | 0.6x |
| Tue, 21 May 2024 | ฿17.7b | ฿30.9b | ฿52.0m | 15.2x | 339.7x | 0.6x |
| Thu, 18 Apr 2024 | ฿17.9b | ฿33.9b | ฿32.2m | 21.2x | 554.9x | 0.5x |
| Sat, 16 Mar 2024 | ฿18.8b | ฿34.2b | -฿21,255,931.00 | 21.9x | -886.3x | 0.6x |
| Mon, 12 Feb 2024 | ฿20.0b | ฿37.8b | ฿79.2m | 19x | 252.5x | 0.5x |
| Wed, 10 Jan 2024 | ฿19.3b | ฿37.8b | ฿79.2m | 18.7x | 243.9x | 0.5x |
| Fri, 08 Dec 2023 | ฿19.0b | ฿37.8b | ฿79.2m | 18.1x | 239.8x | 0.5x |
| Sun, 05 Nov 2023 | ฿20.2b | ฿40.8b | ฿512.2m | 15.4x | 39.5x | 0.5x |
| Tue, 03 Oct 2023 | ฿21.8b | ฿40.8b | ฿512.2m | 15.9x | 42.5x | 0.5x |
| Thu, 31 Aug 2023 | ฿23.7b | ฿41.1b | ฿579.6m | 17.3x | 40.9x | 0.6x |
| Sat, 29 Jul 2023 | ฿22.1b | ฿49.6b | -฿352,961,368.00 | 15.1x | -62.5x | 0.4x |
| Mon, 26 Jun 2023 | ฿22.1b | ฿49.6b | -฿352,961,368.00 | 14.8x | -62.5x | 0.4x |
| Wed, 24 May 2023 | ฿23.4b | ฿49.6b | -฿219,244,643.00 | 14.7x | -106.5x | 0.5x |
| Fri, 21 Apr 2023 | ฿26.6b | ฿52.7b | -฿149,011,979.00 | 15x | -178.2x | 0.5x |
| Sun, 19 Mar 2023 | ฿26.5b | ฿52.8b | -฿111,223,979.00 | 15x | -238x | 0.5x |
| Tue, 14 Feb 2023 | ฿29.2b | ฿46.5b | ฿559.2m | 20.9x | 52.2x | 0.6x |
| Thu, 12 Jan 2023 | ฿27.5b | ฿46.5b | ฿528.8m | 18.5x | 52.1x | 0.6x |
| Sat, 10 Dec 2022 | ฿27.6b | ฿46.5b | ฿528.8m | 18.2x | 52.1x | 0.6x |
| Mon, 07 Nov 2022 | ฿30.1b | ฿45.2b | ฿728.1m | 22.3x | 41.4x | 0.7x |
| Wed, 05 Oct 2022 | ฿29.4b | ฿45.5b | ฿797.4m | 22.9x | 36.9x | 0.6x |
| Fri, 02 Sep 2022 | ฿29.1b | ฿45.6b | ฿805.8m | 21.7x | 36.1x | 0.6x |
| Sun, 31 Jul 2022 | ฿29.9b | ฿44.3b | ฿924.7m | 21.5x | 32.3x | 0.7x |
| Tue, 28 Jun 2022 | ฿30.9b | ฿44.3b | ฿924.7m | 23x | 33.4x | 0.7x |
| Thu, 26 May 2022 | ฿33.0b | ฿44.3b | ฿826.6m | 26.3x | 39.9x | 0.7x |
| Sat, 23 Apr 2022 | ฿36.2b | ฿47.1b | ฿508.0m | 23.2x | 71.2x | 0.8x |
| Mon, 21 Mar 2022 | ฿33.0b | ฿47.1b | ฿492.7m | 20.9x | 66.9x | 0.7x |
| Wed, 16 Feb 2022 | ฿34.8b | ฿43.1b | ฿703.5m | 18.4x | 49.4x | 0.8x |
| Fri, 14 Jan 2022 | ฿36.8b | ฿43.1b | ฿703.5m | 19.9x | 52.4x | 0.9x |
| Sun, 12 Dec 2021 | ฿35.5b | ฿43.1b | ฿778.0m | 18.9x | 45.6x | 0.8x |
| Tue, 09 Nov 2021 | ฿34.2b | ฿42.7b | ฿541.0m | 17.5x | 63.2x | 0.8x |
| Thu, 07 Oct 2021 | ฿34.9b | ฿41.5b | ฿461.0m | 18.4x | 75.7x | 0.8x |
| Sat, 04 Sep 2021 | ฿31.7b | ฿41.1b | ฿396.2m | 18.7x | 79.9x | 0.8x |
| Mon, 02 Aug 2021 | ฿30.0b | ฿41.1b | ฿396.2m | 17.8x | 75.6x | 0.7x |
Price to Earnings Ratio
75.6x
Current Industry PE
- Investors are optimistic on the Thai Machinery industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 305x which is higher than its 3-year average PE of 57.0x.
- The industry is trading close to its 3-year average PS ratio of 0.62x.
Past Earnings Growth
- The earnings for companies in the Machinery industry have declined 48% per year over the last three years,
- Revenues have also declined 9.0% per year.
- This means overall sales from these companies are declining and profits are subsequently falling as well.
Industry Trends
Which industries have driven the changes within the Thai Industrials industry?
| TH Market | -2.56% | |
| Industrials | -2.18% | |
| Machinery | -4.67% | |
| Construction Machinery and Vehicles | 5.29% | |
| Industrial Machinery | -4.99% | |
| Agricultural Machinery | -5.34% | |
Industry PE
- Investors are most optimistic about the Industrial Machinery industry even though it's trading below its 3-year average PE ratio of 36.2x.
- It looks like they are confident that earnings will grow faster in the future than they have historically.
Forecasted GrowthThere is insufficient data on the sub-industries of this industry.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| BM Bangkok Sheet Metal | ฿2.54 | 1.6% +฿24.3m | -26.2% | PE43.1x | |
| KKC Kulthorn Kirby | ฿0.03 | 50.0% +฿15.0m | -85.0% | PS0.02x | |
| GTB Getabec | ฿0.71 | 1.4% +฿9.6m | 4.4% | PE10.8x | |
| ASIMAR Asian Marine Services | ฿1.48 | 0.7% +฿2.6m | -1.3% | PE19.4x |