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Thai (SET) Electronic Equipment and Components Industry Analysis
UpdatedOct 27, 2025
DataAggregated Company Financials
Companies25
- 7D8.2%
- 3M39.5%
- 1Y41.0%
- YTD38.3%
Over the last 7 days, the Electronic Equipment and Components industry has risen 8.2%, driven by gains from Delta Electronics (Thailand) of 17%. Meanwhile, Synnex (Thailand) actually underperformed within the industry, shrinking 5.7% in the last week. This takes the industry's 12 month performance to a gain of 41%. As for the next few years, earnings are expected to grow by 25% per annum.
Industry Valuation and Performance
Has the Thai Electronic Equipment and Components Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 27 Oct 2025 | ฿2.8t | ฿557.7b | ฿25.7b | 12.8x | 107.5x | 5x |
| Wed, 24 Sep 2025 | ฿2.3t | ฿547.8b | ฿24.2b | 13.7x | 95x | 4.2x |
| Fri, 22 Aug 2025 | ฿2.0t | ฿547.8b | ฿24.2b | 13.6x | 84.2x | 3.7x |
| Sun, 20 Jul 2025 | ฿1.9t | ฿549.3b | ฿26.7b | 12.9x | 71.8x | 3.5x |
| Tue, 17 Jun 2025 | ฿1.4t | ฿549.3b | ฿26.7b | 12.5x | 53.1x | 2.6x |
| Thu, 15 May 2025 | ฿1.6t | ฿549.2b | ฿27.2b | 15.8x | 59.8x | 3x |
| Sat, 12 Apr 2025 | ฿1.0t | ฿541.5b | ฿25.9b | 12.9x | 39.6x | 1.9x |
| Mon, 10 Mar 2025 | ฿1.2t | ฿541.5b | ฿25.9b | 14.9x | 46.9x | 2.2x |
| Wed, 05 Feb 2025 | ฿1.8t | ฿534.8b | ฿31.7b | 13.3x | 55.3x | 3.3x |
| Fri, 03 Jan 2025 | ฿2.0t | ฿534.8b | ฿31.7b | 14.6x | 62.9x | 3.7x |
| Sun, 01 Dec 2024 | ฿2.1t | ฿534.8b | ฿31.7b | 16.1x | 67.3x | 4x |
| Tue, 29 Oct 2024 | ฿1.8t | ฿529.5b | ฿31.7b | 21.6x | 57.9x | 3.5x |
| Thu, 26 Sep 2024 | ฿1.6t | ฿529.5b | ฿31.7b | 22x | 50.9x | 3x |
| Sat, 24 Aug 2024 | ฿1.5t | ฿529.5b | ฿31.7b | 20.8x | 47.3x | 2.8x |
| Mon, 22 Jul 2024 | ฿1.4t | ฿527.5b | ฿29.2b | 18.8x | 47.7x | 2.6x |
| Wed, 19 Jun 2024 | ฿1.2t | ฿527.5b | ฿29.2b | 16.6x | 42.5x | 2.4x |
| Fri, 17 May 2024 | ฿1.2t | ฿528.1b | ฿28.7b | 17x | 41.1x | 2.2x |
| Sun, 14 Apr 2024 | ฿1.2t | ฿529.3b | ฿27.9b | 19.7x | 42.9x | 2.3x |
| Tue, 12 Mar 2024 | ฿1.1t | ฿529.3b | ฿27.9b | 16.5x | 39.4x | 2.1x |
| Thu, 08 Feb 2024 | ฿1.3t | ฿539.2b | ฿28.7b | 18.2x | 45.2x | 2.4x |
| Sat, 06 Jan 2024 | ฿1.3t | ฿541.0b | ฿28.9b | 18x | 46x | 2.5x |
| Mon, 04 Dec 2023 | ฿1.2t | ฿541.0b | ฿28.9b | 15.3x | 42.6x | 2.3x |
| Wed, 01 Nov 2023 | ฿1.2t | ฿560.1b | ฿29.4b | 16.6x | 42.2x | 2.2x |
| Fri, 29 Sep 2023 | ฿1.6t | ฿550.3b | ฿27.9b | 19.2x | 57x | 2.9x |
| Sun, 27 Aug 2023 | ฿1.7t | ฿550.3b | ฿27.9b | 20.2x | 59.1x | 3x |
| Tue, 25 Jul 2023 | ฿1.6t | ฿542.8b | ฿27.8b | 18.8x | 57.9x | 3x |
| Thu, 22 Jun 2023 | ฿1.5t | ฿542.8b | ฿27.8b | 18.2x | 52.6x | 2.7x |
| Sat, 20 May 2023 | ฿1.4t | ฿543.0b | ฿27.8b | 15.6x | 49x | 2.5x |
| Mon, 17 Apr 2023 | ฿1.5t | ฿533.5b | ฿28.1b | 18.2x | 52.5x | 2.8x |
| Wed, 15 Mar 2023 | ฿1.5t | ฿532.7b | ฿26.9b | 19.9x | 54.2x | 2.7x |
| Fri, 10 Feb 2023 | ฿1.5t | ฿506.5b | ฿25.5b | 25x | 59x | 3x |
| Sun, 08 Jan 2023 | ฿1.3t | ฿505.3b | ฿25.3b | 21x | 52.7x | 2.6x |
| Tue, 06 Dec 2022 | ฿1.3t | ฿505.3b | ฿25.3b | 23.1x | 51.5x | 2.6x |
| Thu, 03 Nov 2022 | ฿1.1t | ฿476.4b | ฿25.7b | 21.1x | 41.5x | 2.2x |
Price to Earnings Ratio
41.5x
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 108x which is higher than its 3-year average PE of 54.0x.
- The 3-year average PS ratio of 2.8x is lower than the industry's current PS ratio of 5.0x.
Past Earnings Growth
- The earnings for companies in the Electronic industry have remained mostly flat over the last three years.
- Meanwhile revenues for these companies have grown 5.4% per year.
- This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased and as a result, profits have held steady.
Industry Trends
Which industries have driven the changes within the Thai Tech industry?
| TH Market | 3.06% | |
| Tech | 8.03% | |
| Electronic Equipment and Components | 8.19% | |
| Electronic Components | 8.60% | |
| Electronic Manufacturing Services | 2.81% | |
| Technology Distributors | 0.89% | |
| Electronic Equipment and Instruments | -1.30% | |
Industry PE
- Investors are most optimistic about the Electronic Components industry which is trading above its 3-year average PE ratio of 66.4x.
- Analysts are expecting annual earnings growth of 24.2%, which is higher than its past year's earnings decline of 8.3% per year.
- Investors are most pessimistic about the Technology Distributors industry, which is trading below its 3-year average of 30.7x.
Forecasted Growth
- Analysts are most optimistic on the Electronic Manufacturing Services industry, expecting annual earnings growth of 35% over the next 5 years.
- This is better than its past earnings decline of 36% per year.
- In contrast, the Technology Distributors industry is expected to see its earnings grow by 7.3% 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 | |
|---|---|---|---|---|---|
| DELTA Delta Electronics (Thailand) | ฿225.00 | 16.6% +฿399.2b | 77.2% | PE142.4x | |
| CCET Cal-Comp Electronics (Thailand) | ฿6.30 | 10.5% +฿6.3b | 15.6% | PE27.6x | |
| KCE KCE Electronics | ฿26.25 | 4.0% +฿1.2b | -27.1% | PE34.1x | |
| HANA Hana Microelectronics | ฿23.90 | 2.1% +฿442.7m | -36.7% | PS0.9x | |
| SVI SVI | ฿6.15 | 2.5% +฿323.0m | -22.2% | PE18.3x |