Narrative Update • Jun 22

Over the last 7 days, the Construction Materials industry has remained flat. As for the the longer term, the industry is up 28% over the past 12 months. As for the next few years, earnings are forecast to decline by 1.4% per annum.
Has the Thai Construction Materials Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 05 Jul 2026 | ฿387.9b | ฿631.4b | ฿27.0b | 11.9x | 14.4x | 0.6x |
| Tue, 02 Jun 2026 | ฿367.2b | ฿631.5b | ฿27.0b | 12.8x | 13.6x | 0.6x |
| Thu, 30 Apr 2026 | ฿366.4b | ฿632.8b | ฿21.4b | 11.8x | 17.1x | 0.6x |
| Sat, 28 Mar 2026 | ฿333.4b | ฿632.8b | ฿21.4b | 11.9x | 15.6x | 0.5x |
| Mon, 23 Feb 2026 | ฿362.2b | ฿634.1b | ฿21.5b | 12.8x | 16.8x | 0.6x |
| Wed, 21 Jan 2026 | ฿347.4b | ฿640.1b | ฿27.2b | 9x | 12.8x | 0.5x |
| Fri, 19 Dec 2025 | ฿311.7b | ฿640.1b | ฿27.2b | 8.8x | 11.5x | 0.5x |
| Sun, 16 Nov 2025 | ฿316.2b | ฿640.9b | ฿27.2b | 8.8x | 11.6x | 0.5x |
| Tue, 14 Oct 2025 | ฿349.6b | ฿647.8b | ฿28.5b | 10.1x | 12.3x | 0.5x |
| Thu, 11 Sep 2025 | ฿371.6b | ฿647.8b | ฿28.5b | 10.9x | 13.1x | 0.6x |
| Sat, 09 Aug 2025 | ฿343.9b | ฿643.1b | ฿28.2b | 11.6x | 12.2x | 0.5x |
| Mon, 07 Jul 2025 | ฿298.8b | ฿646.9b | ฿14.7b | 8.3x | 20.4x | 0.5x |
| Wed, 04 Jun 2025 | ฿297.7b | ฿646.9b | ฿14.7b | 8.6x | 20.3x | 0.5x |
| Fri, 02 May 2025 | ฿292.5b | ฿641.9b | ฿16.0b | 8.1x | 18.3x | 0.5x |
| Sun, 30 Mar 2025 | ฿289.2b | ฿641.9b | ฿16.0b | 8.6x | 18.1x | 0.5x |
| Tue, 25 Feb 2025 | ฿280.3b | ฿637.9b | ฿14.1b | 11.6x | 19.9x | 0.4x |
| Thu, 23 Jan 2025 | ฿299.8b | ฿628.2b | ฿13.0b | 9.8x | 23x | 0.5x |
| Sat, 21 Dec 2024 | ฿313.7b | ฿628.2b | ฿13.0b | 9.9x | 24.1x | 0.5x |
| Mon, 18 Nov 2024 | ฿342.5b | ฿628.8b | ฿13.2b | 9.3x | 25.9x | 0.5x |
| Wed, 16 Oct 2024 | ฿378.4b | ฿626.8b | ฿15.8b | 9.1x | 23.9x | 0.6x |
| Fri, 13 Sep 2024 | ฿404.5b | ฿626.8b | ฿15.8b | 9.6x | 25.5x | 0.6x |
| Sun, 11 Aug 2024 | ฿342.1b | ฿632.4b | ฿17.2b | 8.9x | 19.9x | 0.5x |
| Tue, 09 Jul 2024 | ฿390.7b | ฿630.3b | ฿21.4b | 9.4x | 18.3x | 0.6x |
| Thu, 06 Jun 2024 | ฿401.0b | ฿630.3b | ฿21.4b | 10.4x | 18.7x | 0.6x |
| Sat, 04 May 2024 | ฿419.6b | ฿635.4b | ฿22.4b | 10.7x | 18.8x | 0.7x |
| Mon, 01 Apr 2024 | ฿424.6b | ฿640.9b | ฿36.0b | 10.8x | 11.8x | 0.7x |
| Wed, 28 Feb 2024 | ฿443.2b | ฿641.6b | ฿36.9b | 11.9x | 12x | 0.7x |
| Fri, 26 Jan 2024 | ฿438.2b | ฿647.6b | ฿35.8b | 11.8x | 12.2x | 0.7x |
| Sun, 24 Dec 2023 | ฿471.4b | ฿649.1b | ฿37.1b | 11.1x | 12.7x | 0.7x |
| Tue, 21 Nov 2023 | ฿465.9b | ฿649.1b | ฿37.1b | 11x | 12.6x | 0.7x |
| Thu, 19 Oct 2023 | ฿472.0b | ฿669.4b | ฿38.0b | 12.5x | 12.4x | 0.7x |
| Sat, 16 Sep 2023 | ฿494.0b | ฿669.4b | ฿38.0b | 14.5x | 13x | 0.7x |
| Mon, 14 Aug 2023 | ฿501.9b | ฿669.1b | ฿38.0b | 14.5x | 13.2x | 0.8x |
| Wed, 12 Jul 2023 | ฿509.7b | ฿699.2b | ฿41.5b | 15x | 12.3x | 0.7x |
12.3x
How does Thai Construction Materials compare with similar industries?
| TH Market | 4.46% | |
| Materials | 3.72% | |
| Basic Materials | 1.52% | |
| Construction Materials | 1.52% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| SCC Siam Cement | ฿244.00 | 1.7% +฿4.8b | 43.1% | PE15.3x | |
| TASCO Tipco Asphalt | ฿13.80 | 3.0% +฿631.3m | -0.7% | PE18.9x | |
| TPIPL TPI Polene | ฿0.82 | 1.2% +฿189.4m | 1.2% | PE7.4x | |
| DRT Diamond Building Products | ฿5.10 | 2.0% +฿81.2m | 4.5% | PE11.7x | |
| STECH Siam Technic Concrete | ฿1.15 | 7.5% +฿58.0m | 19.8% | PE5.4x |