Narrative Update • Jul 09
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- 7D1.9%
- 3M8.5%
- 1Y23.0%
- YTD25.3%
The Basic Materials industry is up 2.6% in the last week, with Siam Cement up 2.0%. Meanwhile, General Engineering actually underperformed within the industry, shrinking 25% in the last week. This means that the industry has gained 24% over the past year. Earnings are forecast to grow by 3.0% annually.
Industry Valuation and Performance
Has the Thai Basic Materials Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 22 Jul 2026 | ฿403.8b | ฿631.4b | ฿27.0b | 12x | 14.9x | 0.6x |
| Fri, 19 Jun 2026 | ฿392.1b | ฿631.5b | ฿27.0b | 12.7x | 14.5x | 0.6x |
| Sun, 17 May 2026 | ฿363.4b | ฿631.3b | ฿27.0b | 11.6x | 13.5x | 0.6x |
| Tue, 14 Apr 2026 | ฿347.2b | ฿632.8b | ฿21.4b | 11.9x | 16.2x | 0.5x |
| Thu, 12 Mar 2026 | ฿300.1b | ฿632.8b | ฿21.4b | 12.1x | 14x | 0.5x |
| Sat, 07 Feb 2026 | ฿354.7b | ฿635.7b | ฿24.0b | 9x | 14.8x | 0.6x |
| Mon, 05 Jan 2026 | ฿311.2b | ฿640.1b | ฿27.2b | 9x | 11.5x | 0.5x |
| Wed, 03 Dec 2025 | ฿316.1b | ฿640.1b | ฿27.2b | 9x | 11.6x | 0.5x |
| Fri, 31 Oct 2025 | ฿346.3b | ฿641.4b | ฿27.1b | 9.9x | 12.8x | 0.5x |
| Sun, 28 Sep 2025 | ฿368.8b | ฿647.8b | ฿28.5b | 10.7x | 13x | 0.6x |
| Tue, 26 Aug 2025 | ฿369.0b | ฿647.8b | ฿28.5b | 10.7x | 13x | 0.6x |
| Thu, 24 Jul 2025 | ฿332.5b | ฿646.9b | ฿14.7b | 8.5x | 22.7x | 0.5x |
| Sat, 21 Jun 2025 | ฿279.0b | ฿646.9b | ฿14.7b | 8.2x | 19x | 0.4x |
| Mon, 19 May 2025 | ฿301.1b | ฿647.0b | ฿14.7b | 8.6x | 20.5x | 0.5x |
| Wed, 16 Apr 2025 | ฿271.2b | ฿641.9b | ฿16.0b | 8.1x | 17x | 0.4x |
| Fri, 14 Mar 2025 | ฿290.8b | ฿641.9b | ฿16.0b | 8.7x | 18.2x | 0.5x |
| Sun, 09 Feb 2025 | ฿289.3b | ฿637.8b | ฿13.5b | 9.2x | 21.4x | 0.5x |
| Tue, 07 Jan 2025 | ฿309.0b | ฿628.2b | ฿13.0b | 9.7x | 23.7x | 0.5x |
| Thu, 05 Dec 2024 | ฿340.8b | ฿628.2b | ฿13.0b | 10.2x | 26.1x | 0.5x |
| Sat, 02 Nov 2024 | ฿371.2b | ฿629.4b | ฿14.1b | 8.5x | 26.3x | 0.6x |
| Mon, 30 Sep 2024 | ฿413.1b | ฿626.8b | ฿15.8b | 9.6x | 26.1x | 0.7x |
| Wed, 28 Aug 2024 | ฿384.2b | ฿626.8b | ฿15.8b | 8.9x | 24.2x | 0.6x |
| Fri, 26 Jul 2024 | ฿377.6b | ฿633.8b | ฿17.0b | 9.1x | 22.2x | 0.6x |
| Sun, 23 Jun 2024 | ฿379.2b | ฿630.3b | ฿21.4b | 9.1x | 17.7x | 0.6x |
| Tue, 21 May 2024 | ฿415.0b | ฿630.2b | ฿21.4b | 10.6x | 19.4x | 0.7x |
| Thu, 18 Apr 2024 | ฿417.2b | ฿640.9b | ฿36.0b | 10.7x | 11.6x | 0.7x |
| Sat, 16 Mar 2024 | ฿445.0b | ฿640.9b | ฿36.0b | 11x | 12.4x | 0.7x |
| Mon, 12 Feb 2024 | ฿437.8b | ฿644.9b | ฿37.7b | 12.2x | 11.6x | 0.7x |
| Wed, 10 Jan 2024 | ฿477.1b | ฿649.1b | ฿37.1b | 12.4x | 12.9x | 0.7x |
| Fri, 08 Dec 2023 | ฿469.6b | ฿649.1b | ฿37.1b | 11.3x | 12.7x | 0.7x |
| Sun, 05 Nov 2023 | ฿468.0b | ฿650.6b | ฿37.9b | 12.7x | 12.4x | 0.7x |
| Tue, 03 Oct 2023 | ฿478.7b | ฿669.4b | ฿38.0b | 13.1x | 12.6x | 0.7x |
| Thu, 31 Aug 2023 | ฿502.6b | ฿669.4b | ฿38.0b | 13.9x | 13.2x | 0.8x |
| Sat, 29 Jul 2023 | ฿509.1b | ฿671.3b | ฿39.7b | 15.4x | 12.8x | 0.8x |
Price to Earnings Ratio
12.8x
Current Industry PE
- Investors are relatively neutral on the Thai Basic Materials 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 16.5x.
- The industry is trading close to its 3-year average PS ratio of 0.58x.
Past Earnings Growth
- The earnings for companies in the Basic Materials industry have declined 12% per year over the last three years,
- Revenues have also declined 2.0% 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 Materials industry?
| TH Market | 1.64% | |
| Materials | 4.06% | |
| Basic Materials | 1.93% | |
| Construction Materials | 1.93% | |
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.
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 | ฿255.00 | 2.0% +฿6.0b | 32.5% | PE15.9x | |
| TPIPL TPI Polene | ฿0.87 | 7.4% +฿1.1b | 1.2% | PE7.8x | |
| TASCO Tipco Asphalt | ฿14.20 | 2.2% +฿473.5m | -1.4% | PE19.5x | |
| DRT Diamond Building Products | ฿5.25 | 1.9% +฿81.2m | 2.9% | PE12x | |
| Q-CON Quality Construction Products | ฿6.30 | 1.6% +฿40.0m | -10.0% | PE12x |