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Thai (SET) Transportation Industry Analysis
UpdatedMar 14, 2025
DataAggregated Company Financials
Companies9
- 7D-7.5%
- 3M-6.5%
- 1Y-1.9%
- YTD-9.8%
Over the last 7 days, the Transportation industry has dropped 7.5%, driven by BTS Group Holdings declining 7.5%. Over the last year, the industry has been flat overall. Looking forward, earnings are forecast to decline by 9.1% per year.
Industry Valuation and Performance
Has the Thai Transportation Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 15 Mar 2025 | ฿102.7b | ฿61.3b | ฿3.1b | 13.5x | 33.2x | 1.7x |
| Mon, 10 Feb 2025 | ฿109.7b | ฿59.9b | -฿4,830,363,708.00 | 11.9x | -22.7x | 1.8x |
| Wed, 08 Jan 2025 | ฿93.8b | ฿57.1b | -฿5,219,669,256.00 | 12.7x | -18x | 1.6x |
| Fri, 06 Dec 2024 | ฿91.0b | ฿57.1b | -฿5,219,669,256.00 | 14x | -17.4x | 1.6x |
| Sun, 03 Nov 2024 | ฿79.1b | ฿57.2b | -฿4,703,001,754.00 | 14.6x | -16.8x | 1.4x |
| Tue, 01 Oct 2024 | ฿66.3b | ฿31.1b | -฿4,754,073,638.00 | 13.6x | -13.9x | 2.1x |
| Thu, 29 Aug 2024 | ฿63.8b | ฿31.1b | -฿4,754,073,638.00 | 13.5x | -13.4x | 2.1x |
| Sat, 27 Jul 2024 | ฿61.4b | ฿31.8b | -฿5,098,985,636.00 | 10.6x | -12x | 1.9x |
| Mon, 24 Jun 2024 | ฿66.9b | ฿31.8b | -฿5,098,985,636.00 | 11.1x | -13.1x | 2.1x |
| Wed, 22 May 2024 | ฿88.0b | ฿32.9b | -฿5,378,343,578.00 | 14.7x | -16.4x | 2.7x |
| Fri, 19 Apr 2024 | ฿88.2b | ฿29.7b | -฿5,308,282,876.00 | 13.6x | -16.6x | 3x |
| Sun, 17 Mar 2024 | ฿78.0b | ฿29.7b | -฿5,308,282,876.00 | 14x | -14.7x | 2.6x |
| Tue, 13 Feb 2024 | ฿86.9b | ฿29.4b | ฿736.1m | 20.1x | 118.1x | 3x |
| Thu, 11 Jan 2024 | ฿105.4b | ฿29.7b | ฿752.2m | 18.1x | 140.1x | 3.6x |
| Sat, 09 Dec 2023 | ฿105.4b | ฿29.7b | ฿752.2m | 16.8x | 140.2x | 3.6x |
| Mon, 06 Nov 2023 | ฿106.2b | ฿30.4b | ฿1.1b | 14.2x | 93.1x | 3.5x |
| Wed, 04 Oct 2023 | ฿105.2b | ฿30.4b | ฿1.1b | 15x | 92.2x | 3.5x |
| Fri, 01 Sep 2023 | ฿105.6b | ฿30.4b | ฿1.1b | 16x | 92.5x | 3.5x |
| Sun, 30 Jul 2023 | ฿111.3b | ฿29.4b | ฿2.4b | 15.9x | 45.5x | 3.8x |
| Tue, 27 Jun 2023 | ฿104.8b | ฿29.4b | ฿2.4b | 15.6x | 42.8x | 3.6x |
| Thu, 25 May 2023 | ฿108.9b | ฿29.2b | ฿3.5b | 16x | 31.3x | 3.7x |
| Sat, 22 Apr 2023 | ฿110.7b | ฿29.5b | ฿3.4b | 17.2x | 32.1x | 3.8x |
| Mon, 20 Mar 2023 | ฿99.7b | ฿27.9b | ฿3.3b | 15.9x | 30.1x | 3.6x |
| Wed, 15 Feb 2023 | ฿118.0b | ฿33.3b | ฿3.4b | 14.4x | 34.5x | 3.5x |
| Fri, 13 Jan 2023 | ฿124.0b | ฿33.3b | ฿3.4b | 14.4x | 36.3x | 3.7x |
| Sun, 11 Dec 2022 | ฿118.7b | ฿33.3b | ฿3.4b | 14.1x | 34.7x | 3.6x |
| Tue, 08 Nov 2022 | ฿117.6b | ฿34.4b | ฿3.3b | 17.3x | 35.2x | 3.4x |
| Thu, 06 Oct 2022 | ฿115.8b | ฿34.4b | ฿3.3b | 17.6x | 34.7x | 3.4x |
| Sat, 03 Sep 2022 | ฿123.2b | ฿34.4b | ฿3.3b | 17.3x | 36.9x | 3.6x |
| Mon, 01 Aug 2022 | ฿122.9b | ฿38.1b | ฿4.1b | 18.1x | 30x | 3.2x |
| Wed, 29 Jun 2022 | ฿125.0b | ฿38.1b | ฿4.1b | 18.5x | 30.5x | 3.3x |
| Fri, 27 May 2022 | ฿124.5b | ฿40.7b | ฿5.0b | 21.5x | 25.1x | 3.1x |
| Sun, 24 Apr 2022 | ฿129.7b | ฿40.4b | ฿4.9b | 22.8x | 26.4x | 3.2x |
| Tue, 22 Mar 2022 | ฿130.5b | ฿40.4b | ฿4.9b | 22.7x | 26.6x | 3.2x |
Price to Earnings Ratio
26.6x
Current Industry PE
- Investors are relatively neutral on the Thai Transportation industry at the moment, indicating that they anticipate long term growth rates to remain steady.
- The industry is trading close to its 3-year average PE ratio of 30.4x.
- The 3-year average PS ratio of 3.0x is higher than the industry's current PS ratio of 1.7x.
Past Earnings Growth
- The earnings for companies in the Transportation industry have declined 14% per year over the last three years.
- Meanwhile revenues for these companies 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 Trends
Which industries have driven the changes within the Thai Industrials industry?
| TH Market | -2.52% | |
| Industrials | -3.92% | |
| Transportation | -7.54% | |
| Trucking | 0.95% | |
| Cargo Ground Transportation | -3.14% | |
| Railroads | -8.33% | |
Industry PE
- Investors are most optimistic about the Trucking industry which is trading above its 3-year average PE ratio.
- It looks like they are confident that earnings will grow faster in the future than they have historically.
- Investors are most pessimistic about the Cargo Ground Transportation industry, which is trading below its 3-year average of 19.5x.
Forecasted Growth
- Analysts are most optimistic on the Cargo Ground Transportation industry, expecting annual earnings growth of 9.4% over the next 5 years.
- This is roughly in line with its past earnings growth rate.
- In contrast, the Railroads industry is expected to see its earnings decline by 11% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| ASAP Synergetic Auto Performance | ฿1.45 | 4.3% +฿43.6m | -51.0% | PS0.1x | |
| KCAR Krungthai Car Rent and Lease | ฿4.10 | 1.0% +฿10.0m | -37.4% | PE10.7x | |
| PL Phatra Leasing | ฿1.04 | 1.0% +฿6.0m | -48.5% | PS0.2x |