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Thai (SET) Electronic Equipment and Components Industry Analysis
UpdatedJul 03, 2025
DataAggregated Company Financials
Companies25
- 7D0.2%
- 3M59.3%
- 1Y16.6%
- YTD-25.3%
The Electronic Equipment and Components is pretty flat in the last 7 days, but Delta Electronics (Thailand) has stood out, gaining 11%. The past year has been better, since the industry has gained 17% in that time. Looking forward, earnings are forecast to grow by 13% annually.
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 |
|---|---|---|---|---|---|---|
| Fri, 04 Jul 2025 | ฿1.5t | ฿549.3b | ฿26.7b | 11.9x | 55.8x | 2.7x |
| Sun, 01 Jun 2025 | ฿1.5t | ฿549.3b | ฿26.7b | 12.9x | 55.3x | 2.7x |
| Tue, 29 Apr 2025 | ฿1.2t | ฿546.2b | ฿27.1b | 14.3x | 45.4x | 2.3x |
| Thu, 27 Mar 2025 | ฿1.1t | ฿541.5b | ฿25.9b | 13.8x | 41.1x | 2x |
| Sat, 22 Feb 2025 | ฿1.1t | ฿540.7b | ฿30.0b | 13.3x | 38.1x | 2.1x |
| Mon, 20 Jan 2025 | ฿2.0t | ฿534.8b | ฿31.7b | 13.6x | 61.6x | 3.7x |
| Wed, 18 Dec 2024 | ฿2.2t | ฿388.0b | ฿29.6b | 13.7x | 72.7x | 5.5x |
| Fri, 15 Nov 2024 | ฿2.3t | ฿532.1b | ฿31.5b | 17.1x | 72.1x | 4.3x |
| Sun, 13 Oct 2024 | ฿1.7t | ฿529.5b | ฿31.7b | 21.3x | 53.9x | 3.2x |
| Tue, 10 Sep 2024 | ฿1.5t | ฿529.5b | ฿31.7b | 21x | 47.5x | 2.8x |
| Thu, 08 Aug 2024 | ฿1.5t | ฿533.5b | ฿31.1b | 17.4x | 47.4x | 2.8x |
| Sat, 06 Jul 2024 | ฿1.3t | ฿527.5b | ฿29.2b | 19.6x | 45.1x | 2.5x |
| Mon, 03 Jun 2024 | ฿1.2t | ฿527.2b | ฿29.2b | 17.3x | 39.7x | 2.2x |
| Wed, 01 May 2024 | ฿1.1t | ฿535.1b | ฿28.6b | 19.3x | 38.8x | 2.1x |
| Fri, 29 Mar 2024 | ฿1.1t | ฿529.3b | ฿27.9b | 18x | 41x | 2.2x |
| Sun, 25 Feb 2024 | ฿1.2t | ฿536.7b | ฿28.8b | 16.7x | 40.6x | 2.2x |
| Tue, 23 Jan 2024 | ฿1.3t | ฿541.0b | ฿28.9b | 18.8x | 45.7x | 2.4x |
| Thu, 21 Dec 2023 | ฿1.4t | ฿541.0b | ฿28.9b | 18.9x | 48.5x | 2.6x |
| Sat, 18 Nov 2023 | ฿1.3t | ฿541.9b | ฿29.1b | 14.5x | 43.3x | 2.3x |
| Mon, 16 Oct 2023 | ฿1.3t | ฿550.3b | ฿27.9b | 19.1x | 48.1x | 2.4x |
| Wed, 13 Sep 2023 | ฿1.7t | ฿550.3b | ฿27.9b | 20.1x | 59.2x | 3x |
| Fri, 11 Aug 2023 | ฿1.6t | ฿550.1b | ฿28.0b | 19.2x | 56.6x | 2.9x |
| Sun, 09 Jul 2023 | ฿1.5t | ฿542.8b | ฿27.8b | 17.7x | 53.2x | 2.7x |
| Tue, 06 Jun 2023 | ฿1.5t | ฿542.8b | ฿27.8b | 17.9x | 54.3x | 2.8x |
| Thu, 04 May 2023 | ฿1.2t | ฿541.3b | ฿28.9b | 16x | 41.7x | 2.2x |
| Sat, 01 Apr 2023 | ฿1.7t | ฿533.5b | ฿28.1b | 18.9x | 61.2x | 3.2x |
| Mon, 27 Feb 2023 | ฿1.5t | ฿519.6b | ฿26.0b | 23.7x | 57.7x | 2.9x |
| Wed, 25 Jan 2023 | ฿1.4t | ฿505.3b | ฿25.3b | 23.1x | 56.7x | 2.8x |
| Fri, 23 Dec 2022 | ฿1.2t | ฿505.3b | ฿25.3b | 20.5x | 47.1x | 2.4x |
| Sun, 20 Nov 2022 | ฿1.2t | ฿502.1b | ฿25.0b | 22x | 46.1x | 2.3x |
| Tue, 18 Oct 2022 | ฿1.1t | ฿466.4b | ฿22.8b | 19.3x | 48.7x | 2.4x |
| Thu, 15 Sep 2022 | ฿1.1t | ฿466.4b | ฿22.8b | 23.3x | 50.2x | 2.4x |
| Sat, 13 Aug 2022 | ฿1.0t | ฿462.2b | ฿22.9b | 19.1x | 45.4x | 2.2x |
| Mon, 11 Jul 2022 | ฿723.7b | ฿441.7b | ฿20.1b | 19.5x | 36x | 1.6x |
Price to Earnings Ratio
36x
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 55.8x which is higher than its 3-year average PE of 49.7x.
- The industry is trading close to its 3-year average PS ratio of 2.6x.
Past Earnings Growth
- The earnings for companies in the Electronic industry have grown 9.9% per year over the last three years.
- Revenues for these companies have grown 7.5% 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 Market | 0.72% | |
| Tech | 0.19% | |
| Electronic Equipment and Components | 0.17% | |
| Technology Distributors | 1.78% | |
| Electronic Components | 0.24% | |
| Electronic Equipment and Instruments | 0% | 0 |
| Electronic Manufacturing Services | -1.67% | |
Industry PE
- Investors are most optimistic about the Electronic Equipment and Instruments industry which is trading above its 3-year average PE ratio of 53.0x.
- It looks like they are confident that earnings will grow faster in the future than they have historically.
- Investors are most pessimistic about the Technology Distributors industry, which is trading below its 3-year average of 32.2x.
Forecasted Growth
- Analysts are most optimistic on the Electronic Manufacturing Services industry, expecting annual earnings growth of 30% over the next 5 years.
- This is better than its past earnings decline of 13% per year.
- In contrast, the Electronic Components industry is expected to see its earnings grow by 11% 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) | ฿110.00 | 11.1% +฿137.2b | 30.2% | PE68.2x | |
| CCET Cal-Comp Electronics (Thailand) | ฿5.85 | 8.3% +฿4.7b | 52.3% | PE23x | |
| KCE KCE Electronics | ฿21.70 | 16.7% +฿3.7b | -50.1% | PE18.8x | |
| HANA Hana Microelectronics | ฿21.50 | 8.0% +฿1.4b | -55.2% | PS0.8x | |
| JMART Jaymart Group Holdings | ฿7.05 | 10.2% +฿951.6m | -42.7% | PE9.9x |