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Thai (SET) Transportation Industry Analysis

UpdatedDec 08, 2022
DataAggregated Company Financials
Companies8
  • 7D-1.1%
  • 3M-4.5%
  • 1Y-11.0%
  • YTD-11.9%

Over the last 7 days, the Transportation industry has dropped 1.1%, driven by BTS Group Holdings declining 1.2%. Overall the industry is down 11% in 12 months. Earnings are forecast to grow by 20% annually.

Industry Valuation and Performance

Has the Thai Transportation Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 08 Dec 2022฿118.6b฿33.3b฿3.4b14.1x34.7x3.6x
Sat, 05 Nov 2022฿117.6b฿34.4b฿3.3b17.6x35.2x3.4x
Mon, 03 Oct 2022฿119.1b฿34.4b฿3.3b17.6x35.6x3.5x
Wed, 31 Aug 2022฿120.7b฿34.4b฿3.3b17.3x36.1x3.5x
Fri, 29 Jul 2022฿122.9b฿38.1b฿4.1b18.1x30x3.2x
Sun, 26 Jun 2022฿121.3b฿38.1b฿4.1b18.1x29.6x3.2x
Tue, 24 May 2022฿126.6b฿40.7b฿5.0b21.8x25.6x3.1x
Thu, 21 Apr 2022฿128.8b฿40.4b฿4.9b22.7x26.2x3.2x
Sat, 19 Mar 2022฿129.9b฿40.4b฿4.9b22.6x26.5x3.2x
Mon, 14 Feb 2022฿132.3b฿40.8b฿5.6b21.4x23.8x3.2x
Wed, 12 Jan 2022฿132.8b฿40.8b฿5.6b21.8x23.9x3.3x
Fri, 10 Dec 2021฿133.1b฿40.8b฿5.6b21.7x23.9x3.3x
Sun, 07 Nov 2021฿134.8b฿44.1b฿5.8b19.3x23.1x3.1x
Tue, 05 Oct 2021฿134.2b฿44.1b฿5.8b19.5x23x3x
Thu, 02 Sep 2021฿134.2b฿44.5b฿5.9b16.4x22.9x3x
Sat, 31 Jul 2021฿121.1b฿44.5b฿5.9b16.4x20.7x2.7x
Tue, 04 May 2021฿126.7b฿45.8b฿4.9b23.3x25.8x2.8x
Fri, 05 Feb 2021฿131.5b฿46.1b฿6.0b16.6x22x2.9x
Mon, 09 Nov 2020฿124.1b฿46.9b฿6.8b12.1x18.4x2.6x
Sun, 02 Aug 2020฿144.6b฿48.1b฿7.3b8.8x19.8x3x
Wed, 06 May 2020฿157.1b฿46.4b฿7.8b8.2x20.1x3.4x
Sat, 08 Feb 2020฿171.6b฿46.6b฿5.8b10.4x29.8x3.7x
Price to Earnings Ratio

31.4x


Total Market Cap: ฿181.0bTotal Earnings: ฿5.8bTotal Revenue: ฿46.6bTotal Market Cap vs Earnings and Revenue0%0%0%
Thai Transportation Industry Price to Earnings3Y Average 25.1x20212022
Current Industry PE
  • Investors are optimistic on the Thai Transportation industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 34.7x which is higher than its 3-year average PE of 25.1x.
  • The 3-year average PS ratio of 3.1x is lower than the industry's current PS ratio of 3.6x.
Past Earnings Growth
  • The earnings for companies in the Transportation industry have declined 16% per year over the last three years,
  • Revenues have also declined 11% 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-0.81%
Industrials-0.87%
Transportation-1.12%
Trucking-0.30%
Railroads-1.19%
Industry PE
  • Investors are most optimistic about the Railroads industry which is trading above its 3-year average PE ratio of 25.2x.
    • Analysts are expecting annual earnings growth of 19.5%, which is higher than its past year's earnings decline of 46.0% per year.
  • Investors are most pessimistic about the Trucking industry, which is trading below its 3-year average of 26.0x.
Forecasted Growth
  • Analysts are most optimistic on the Trucking industry, expecting annual earnings growth of 33% over the next 5 years.
  • This is better than its past earnings growth rate of 17% per year.
  • In contrast, the Railroads industry is expected to see its earnings grow by 20% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
ATP30 ATP 30฿1.414.4%
+฿40.9m
-35.3%PE24.6x
KIAT Kiattana Transport฿0.472.2%
+฿30.9m
-21.7%PE14.1x
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Latest News

BTS

฿8.30

BTS Group Holdings

7D

-1.2%

1Y

-11.2%

KCAR

฿8.40

Krungthai Car Rent and Lease

7D

-1.2%

1Y

1.2%

PL

฿2.46

Phatra Leasing

7D

-1.6%

1Y

-3.2%

ASAP

฿3.16

Synergetic Auto Performance

7D

-1.9%

1Y

26.4%

ATP30

฿1.41

ATP 30

7D

4.4%

1Y

-35.3%

KIAT

฿0.47

Kiattana Transport

7D

2.2%

1Y

-21.7%