Thai (SET) Transportation Industry Analysis
UpdatedJul 26, 2024
DataAggregated Company Financials
Companies7
- 7D2.5%
- 3M-30.5%
- 1Y-43.7%
- YTD-40.9%
Over the last 7 days, the Transportation industry has dropped 4.9%, driven by declines from every company within the industry. Overall the industry is down 45% in 12 months. Earnings are forecast to grow by 96% annually.
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 |
|---|---|---|---|---|---|---|
| Fri, 26 Jul 2024 | ฿62.7b | ฿31.8b | -฿5,098,985,636.00 | 10.6x | -12.3x | 2x |
| Sun, 23 Jun 2024 | ฿66.9b | ฿31.8b | -฿5,098,985,636.00 | 11.1x | -13.1x | 2.1x |
| Tue, 21 May 2024 | ฿87.4b | ฿32.9b | -฿5,378,343,578.00 | 14.3x | -16.2x | 2.7x |
| Thu, 18 Apr 2024 | ฿88.9b | ฿29.7b | -฿5,308,282,876.00 | 13.3x | -16.7x | 3x |
| Sat, 16 Mar 2024 | ฿78.0b | ฿29.7b | -฿5,308,282,876.00 | 14x | -14.7x | 2.6x |
| Mon, 12 Feb 2024 | ฿86.8b | ฿29.4b | ฿736.1m | 19.5x | 117.9x | 3x |
| Wed, 10 Jan 2024 | ฿105.3b | ฿29.7b | ฿752.2m | 17.7x | 140x | 3.5x |
| Fri, 08 Dec 2023 | ฿104.1b | ฿29.7b | ฿752.2m | 16.8x | 138.4x | 3.5x |
| Sun, 05 Nov 2023 | ฿106.2b | ฿30.4b | ฿1.1b | 14.2x | 93.1x | 3.5x |
| Tue, 03 Oct 2023 | ฿105.2b | ฿30.4b | ฿1.1b | 15.1x | 92.2x | 3.5x |
| Thu, 31 Aug 2023 | ฿106.3b | ฿30.4b | ฿1.1b | 16.1x | 93.1x | 3.5x |
| Sat, 29 Jul 2023 | ฿111.3b | ฿29.4b | ฿2.4b | 15.9x | 45.5x | 3.8x |
| Mon, 26 Jun 2023 | ฿106.3b | ฿29.4b | ฿2.4b | 15.9x | 43.4x | 3.6x |
| Wed, 24 May 2023 | ฿110.2b | ฿29.2b | ฿3.5b | 15.7x | 31.6x | 3.8x |
| Fri, 21 Apr 2023 | ฿109.5b | ฿29.5b | ฿3.4b | 17.4x | 31.8x | 3.7x |
| Sun, 19 Mar 2023 | ฿99.7b | ฿27.9b | ฿3.3b | 15.9x | 30.1x | 3.6x |
| Tue, 14 Feb 2023 | ฿117.5b | ฿33.3b | ฿3.4b | 14.7x | 34.4x | 3.5x |
| Thu, 12 Jan 2023 | ฿123.2b | ฿33.3b | ฿3.4b | 14.4x | 36.1x | 3.7x |
| Sat, 10 Dec 2022 | ฿118.7b | ฿33.3b | ฿3.4b | 14.1x | 34.7x | 3.6x |
| Mon, 07 Nov 2022 | ฿117.6b | ฿34.4b | ฿3.3b | 17.6x | 35.2x | 3.4x |
| Wed, 05 Oct 2022 | ฿115.7b | ฿34.4b | ฿3.3b | 17.6x | 34.6x | 3.4x |
| Fri, 02 Sep 2022 | ฿119.3b | ฿34.4b | ฿3.3b | 17.3x | 35.7x | 3.5x |
| Sun, 31 Jul 2022 | ฿122.9b | ฿38.1b | ฿4.1b | 18.1x | 30x | 3.2x |
| Tue, 28 Jun 2022 | ฿122.9b | ฿38.1b | ฿4.1b | 18.5x | 30x | 3.2x |
| Thu, 26 May 2022 | ฿124.5b | ฿40.7b | ฿5.0b | 21.5x | 25.1x | 3.1x |
| Sat, 23 Apr 2022 | ฿129.7b | ฿40.4b | ฿4.9b | 22.8x | 26.4x | 3.2x |
| Mon, 21 Mar 2022 | ฿129.9b | ฿40.4b | ฿4.9b | 22.6x | 26.5x | 3.2x |
| Wed, 16 Feb 2022 | ฿132.9b | ฿43.9b | ฿4.9b | 23.1x | 27x | 3x |
| Fri, 14 Jan 2022 | ฿132.3b | ฿40.8b | ฿5.6b | 22.1x | 23.8x | 3.2x |
| Sun, 12 Dec 2021 | ฿133.1b | ฿40.8b | ฿5.6b | 21.7x | 23.9x | 3.3x |
| Tue, 09 Nov 2021 | ฿135.5b | ฿44.1b | ฿5.8b | 19.4x | 23.2x | 3.1x |
| Thu, 07 Oct 2021 | ฿134.2b | ฿44.1b | ฿5.8b | 19.5x | 23x | 3x |
| Sat, 04 Sep 2021 | ฿133.6b | ฿44.5b | ฿5.9b | 16.4x | 22.8x | 3x |
| Mon, 02 Aug 2021 | ฿119.7b | ฿44.5b | ฿5.9b | 16.8x | 20.5x | 2.7x |
Price to Earnings Ratio
20.5x
Current Industry PE
- Investors are pessimistic on the Thai Transportation industry, indicating that they anticipate long term growth rates will be lower than they have historically.
- The 3-year average PS ratio of 3.3x is higher than the industry's current PS ratio of 1.9x.
Past Earnings Growth
- Total earnings for the Transportation industry have declined over the last three years, with the industry now making a loss overall.
- Revenues have also declined 11% per year, which is driving profits down.
Industry Trends
Which industries have driven the changes within the Thai Industrials industry?
| TH Market | -2.56% | |
| Industrials | -2.18% | |
| Transportation | 2.52% | |
| Railroads | 3.38% | |
| Trucking | -4.04% | |
| Cargo Ground Transportation | -5.65% | |
Industry PE
- Investors are most optimistic about the Cargo Ground Transportation industry even though it's trading below its 3-year average PE ratio of 18.4x.
- Analysts are expecting annual earnings growth of 24.9%, which is higher than its past year's earnings growth of 6.3% per year.
Forecasted Growth
- Analysts are most optimistic on the Railroads industry, expecting annual earnings growth of 97% over the next 5 years.
- In contrast, the Cargo Ground Transportation industry is expected to see its earnings grow by 25% 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 | |
|---|---|---|---|---|---|
| BTS BTS Group Holdings | ฿4.28 | 3.9% +฿2.1b | -45.1% | PS3.1x |