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Thai (SET) Materials Sector Analysis
UpdatedMar 27, 2026
DataAggregated Company Financials
Companies98
- 7D2.6%
- 3M14.8%
- 1Y17.6%
- YTD13.5%
The Materials industry is up 1.5% in the last week, with Siam Cement up 7.4%. This means that the industry has gained 17% over the past year. Looking forward, earnings are forecast to grow by 36% annually.
Sector Valuation and Performance
Has the Thai Materials Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 27 Mar 2026 | ฿860.1b | ฿2.1t | ฿14.1b | 10.1x | 60.8x | 0.4x |
| Sun, 22 Feb 2026 | ฿890.0b | ฿2.1t | ฿19.4b | 11.1x | 45.9x | 0.4x |
| Tue, 20 Jan 2026 | ฿830.6b | ฿2.1t | ฿20.6b | 10.5x | 40.4x | 0.4x |
| Thu, 18 Dec 2025 | ฿737.2b | ฿2.1t | ฿20.6b | 10.3x | 35.8x | 0.3x |
| Sat, 15 Nov 2025 | ฿751.1b | ฿2.2t | ฿17.6b | 11.2x | 42.6x | 0.3x |
| Mon, 13 Oct 2025 | ฿851.0b | ฿2.2t | ฿3.0b | 10.5x | 280.9x | 0.4x |
| Wed, 10 Sep 2025 | ฿889.0b | ฿2.2t | ฿3.0b | 10.6x | 293.3x | 0.4x |
| Fri, 08 Aug 2025 | ฿855.6b | ฿2.3t | -฿12,397,877,167.00 | 10.8x | -69x | 0.4x |
| Sun, 06 Jul 2025 | ฿759.5b | ฿2.3t | -฿25,726,335,199.00 | 10.1x | -29.5x | 0.3x |
| Tue, 03 Jun 2025 | ฿754.7b | ฿2.3t | -฿25,767,510,779.00 | 10.3x | -29.3x | 0.3x |
| Thu, 01 May 2025 | ฿714.7b | ฿2.3t | -฿21,218,377,130.00 | 9.4x | -33.7x | 0.3x |
| Sat, 29 Mar 2025 | ฿723.2b | ฿2.3t | -฿26,285,464,575.00 | 10.1x | -27.5x | 0.3x |
| Mon, 24 Feb 2025 | ฿737.2b | ฿2.3t | -฿40,518,355,251.00 | 10.2x | -18.2x | 0.3x |
| Wed, 22 Jan 2025 | ฿799.6b | ฿2.4t | -฿25,585,177,785.00 | 11x | -31.3x | 0.3x |
| Fri, 20 Dec 2024 | ฿861.8b | ฿2.4t | -฿25,929,799,790.00 | 11.3x | -33.2x | 0.4x |
| Sun, 17 Nov 2024 | ฿922.1b | ฿2.4t | -฿17,321,275,087.00 | 11.8x | -53.2x | 0.4x |
| Tue, 15 Oct 2024 | ฿1.0t | ฿2.4t | ฿6.5b | 12.3x | 155.4x | 0.4x |
| Thu, 12 Sep 2024 | ฿1.0t | ฿2.4t | ฿6.5b | 11.6x | 155.5x | 0.4x |
| Sat, 10 Aug 2024 | ฿870.6b | ฿2.4t | ฿31.3b | 11.2x | 27.9x | 0.4x |
| Mon, 08 Jul 2024 | ฿1.0t | ฿2.3t | ฿27.9b | 12.2x | 36.3x | 0.4x |
| Wed, 05 Jun 2024 | ฿1.1t | ฿2.3t | ฿27.8b | 13.3x | 39.3x | 0.5x |
| Fri, 03 May 2024 | ฿1.1t | ฿2.3t | ฿31.5b | 14x | 35.3x | 0.5x |
| Sun, 31 Mar 2024 | ฿1.1t | ฿2.3t | ฿44.5b | 14x | 24.9x | 0.5x |
| Tue, 27 Feb 2024 | ฿1.1t | ฿2.2t | ฿38.4b | 14.1x | 29.6x | 0.5x |
| Thu, 25 Jan 2024 | ฿1.2t | ฿2.3t | ฿34.6b | 14x | 33.4x | 0.5x |
| Sat, 23 Dec 2023 | ฿1.2t | ฿2.3t | ฿33.8b | 14.1x | 36.4x | 0.5x |
| Mon, 20 Nov 2023 | ฿1.2t | ฿2.4t | ฿34.5b | 14.1x | 35.3x | 0.5x |
| Wed, 18 Oct 2023 | ฿1.2t | ฿2.4t | ฿29.1b | 14.9x | 41.8x | 0.5x |
| Fri, 15 Sep 2023 | ฿1.3t | ฿2.4t | ฿29.3b | 16x | 43.7x | 0.5x |
| Sun, 13 Aug 2023 | ฿1.3t | ฿2.4t | ฿30.0b | 15.6x | 44.2x | 0.5x |
| Tue, 11 Jul 2023 | ฿1.3t | ฿2.6t | ฿64.8b | 14.7x | 20.5x | 0.5x |
| Thu, 08 Jun 2023 | ฿1.4t | ฿2.6t | ฿64.8b | 16.2x | 20.9x | 0.5x |
| Sat, 06 May 2023 | ฿1.4t | ฿2.6t | ฿86.4b | 14.9x | 16.3x | 0.5x |
| Mon, 03 Apr 2023 | ฿1.5t | ฿2.7t | ฿79.3b | 16x | 18.3x | 0.5x |
Price to Earnings Ratio
18.3x
Current Industry PE
- Investors are optimistic on the Thai Materials industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 60.4x which is higher than its 3-year average PE of 50.0x.
- The industry is trading close to its 3-year average PS ratio of 0.43x.
Past Earnings Growth
- The earnings for companies in the Materials industry have declined 44% per year over the last three years,
- Revenues have also declined 8.3% 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 Materials sector?
| TH Market | 1.80% | |
| Materials | 2.57% | |
| Packaging | 6.68% | |
| Basic Materials | 5.24% | |
| Metals and Mining | 3.13% | |
| Chemicals | -1.26% | |
Industry PE
- Investors are most optimistic about the Metals and Mining 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.
Forecasted Growth
- Analysts are most optimistic on the Chemicals industry, expecting annual earnings growth of 72% over the next 5 years.
- This is better than its past earnings growth rate of 15% per year.
- In contrast, the Basic Materials industry is expected to see its earnings grow by 6.2% 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 | |
|---|---|---|---|---|---|
| SCC Siam Cement | ฿203.00 | 9.7% +฿21.6b | 32.2% | PE17.3x | |
| SCGP SCG Packaging | ฿19.50 | 6.6% +฿5.2b | 42.3% | PE20.6x | |
| PTTGC PTT Global Chemical | ฿33.00 | 3.1% +฿4.5b | 87.5% | PS0.3x | |
| BGC BG Container Glass | ฿5.45 | 21.7% +฿665.2m | -3.5% | PE42.3x | |
| TMT TMT Steel | ฿3.84 | 17.1% +฿487.6m | 23.9% | PE33.5x |