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Thai (SET) Electronic Equipment and Components Industry Analysis

UpdatedNov 11, 2024
DataAggregated Company Financials
Companies25
  • 7D11.4%
  • 3M48.7%
  • 1Y78.5%
  • YTD53.8%

Over the last 7 days, the Electronic Equipment and Components industry has risen 11%, driven by gains from Delta Electronics (Thailand) of 12%. This takes the industry's 12 month performance to a gain of 78%. As for the next few years, earnings are expected to grow by 14% per annum.

Industry Valuation and Performance

Has the Thai Electronic Equipment and Components Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 11 Nov 2024฿2.2t฿532.2b฿32.2b21.2x68.5x4.1x
Wed, 09 Oct 2024฿1.6t฿529.5b฿31.7b21.5x50x3x
Fri, 06 Sep 2024฿1.6t฿529.5b฿31.7b22.1x49.7x3x
Sun, 04 Aug 2024฿1.5t฿533.5b฿31.1b18.4x47.9x2.8x
Tue, 02 Jul 2024฿1.3t฿527.5b฿29.2b19x44x2.4x
Thu, 30 May 2024฿1.2t฿527.2b฿29.2b17.2x39.5x2.2x
Sat, 27 Apr 2024฿1.2t฿529.3b฿27.9b18.7x41.5x2.2x
Mon, 25 Mar 2024฿1.2t฿529.3b฿27.9b19x41.2x2.2x
Wed, 21 Feb 2024฿1.2t฿539.8b฿29.0b15.8x40.9x2.2x
Fri, 19 Jan 2024฿1.3t฿541.0b฿28.9b19.2x45.2x2.4x
Sun, 17 Dec 2023฿1.3t฿541.0b฿28.9b17.8x45.4x2.4x
Tue, 14 Nov 2023฿1.2t฿559.5b฿29.3b14.5x42.4x2.2x
Thu, 12 Oct 2023฿1.4t฿550.3b฿27.9b19.2x48.9x2.5x
Sat, 09 Sep 2023฿1.6t฿550.3b฿27.9b20.2x58x2.9x
Mon, 07 Aug 2023฿1.7t฿550.8b฿28.2b19.5x59.1x3x
Wed, 05 Jul 2023฿1.4t฿542.8b฿27.8b18.1x51.9x2.7x
Fri, 02 Jun 2023฿1.5t฿542.8b฿27.8b17.4x53.6x2.7x
Sun, 30 Apr 2023฿1.2t฿541.3b฿28.9b16.5x40.2x2.1x
Tue, 28 Mar 2023฿1.5t฿533.5b฿28.1b18.9x54.6x2.9x
Thu, 23 Feb 2023฿1.5t฿505.9b฿24.0b24x64x3x
Sat, 21 Jan 2023฿1.4t฿505.3b฿25.3b23x55.3x2.8x
Mon, 19 Dec 2022฿1.2t฿505.3b฿25.3b21.2x46.3x2.3x
Wed, 16 Nov 2022฿1.1t฿498.4b฿25.1b23.1x44.7x2.2x
Fri, 14 Oct 2022฿1.1t฿466.4b฿22.8b19.3x48.7x2.4x
Sun, 11 Sep 2022฿1.2t฿466.4b฿22.8b23.6x52.3x2.6x
Tue, 09 Aug 2022฿988.9b฿449.2b฿22.7b20.7x43.5x2.2x
Thu, 07 Jul 2022฿703.2b฿441.7b฿20.1b18.9x34.9x1.6x
Sat, 04 Jun 2022฿792.7b฿441.7b฿20.1b21.4x39.4x1.8x
Mon, 02 May 2022฿834.3b฿424.8b฿19.8b23.8x42.2x2x
Wed, 30 Mar 2022฿867.8b฿419.3b฿18.7b25.5x46.3x2.1x
Fri, 25 Feb 2022฿860.5b฿407.6b฿18.3b26.8x47.1x2.1x
Sun, 23 Jan 2022฿887.8b฿399.3b฿16.9b25.5x52.7x2.2x
Tue, 21 Dec 2021฿929.9b฿399.3b฿16.9b30x55.2x2.3x
Thu, 18 Nov 2021฿921.9b฿398.8b฿16.9b29.9x54.7x2.3x
Price to Earnings Ratio

54.7x


Total Market Cap: ฿921.9bTotal Earnings: ฿16.9bTotal Revenue: ฿398.8bTotal Market Cap vs Earnings and Revenue0%0%0%
Thai Electronic Equipment and Components Industry Price to Earnings3Y Average 48.1x202220232024
Current Industry PE
  • Investors are optimistic on the Thai Electronic industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 68.5x which is higher than its 3-year average PE of 48.1x.
  • The 3-year average PS ratio of 2.4x is lower than the industry's current PS ratio of 4.1x.
Past Earnings Growth
  • The earnings for companies in the Electronic industry have grown 24% per year over the last three years.
  • Revenues for these companies have grown 10% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

Which industries have driven the changes within the Thai Tech industry?

TH Market0.049%
Tech11.11%
Electronic Equipment and Components11.44%
Electronic Manufacturing Services13.77%
Electronic Components11.85%
Electronic Equipment and Instruments-0.71%
Technology Distributors-0.78%
Industry PE
  • Investors are most optimistic about the Electronic Components industry which is trading above its 3-year average PE ratio of 60.1x.
    • Analysts are expecting annual earnings growth of 13.9%, which is lower than the prior year's growth of 17.3% per year.
  • Investors are most pessimistic about the Electronic Equipment and Instruments industry, which is trading below its 3-year average of 16.8x.
Forecasted Growth
  • Analysts are most optimistic on the Electronic Manufacturing Services industry, expecting annual earnings growth of 19% over the next 5 years.
  • This is better than its past earnings decline of 27% per year.
  • In contrast, the Electronic Components industry is expected to see its earnings grow by 14% 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
DELTA Delta Electronics (Thailand)฿157.0012.5%
+฿218.3b
98.1%PE91.1x
CCET Cal-Comp Electronics (Thailand)฿6.6024.5%
+฿13.6b
340.0%PE38.9x
SVI SVI฿8.607.5%
+฿1.3b
20.3%PE13.3x
SIS SiS Distribution (Thailand)฿27.259.0%
+฿787.9m
55.7%PE14x
DITTO Ditto (Thailand)฿18.903.3%
+฿416.3m
-14.1%PE33.5x
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Latest News

JMART

฿14.20

Jaymart Group Holdings

7D

-6.0%

1Y

0.7%

CCET

฿6.60

Cal-Comp Electronics (Thailand)

7D

24.5%

1Y

340.0%

DELTA

฿157.00

Delta Electronics (Thailand)

7D

12.5%

1Y

98.1%

ILINK

฿6.05

Interlink Communication

7D

-2.4%

1Y

-12.9%

HANA

฿37.00

Hana Microelectronics

7D

-1.3%

1Y

-27.5%

PROEN

฿3.64

PROEN Corp

7D

5.8%

1Y

25.5%

NEX

฿0.89

Nex Point

7D

-16.0%

1Y

-91.2%

SAMART

฿7.20

Samart Corporation

7D

2.1%

1Y

80.0%

DITTO

฿18.90

Ditto (Thailand)

7D

3.3%

1Y

-14.1%

SVI

฿8.60

SVI

7D

7.5%

1Y

20.3%

KCE

฿32.25

KCE Electronics

7D

-7.9%

1Y

-38.9%

TWZ

฿0.03

TWZ Corporation

7D

-25.0%

1Y

-25.0%

LOXLEY

฿1.37

Loxley

7D

-3.5%

1Y

-13.3%

SDC

฿0.06

Samart Digital

7D

20.0%

1Y

20.0%

SIS

฿27.25

SiS Distribution (Thailand)

7D

9.0%

1Y

55.7%