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Thai (SET) Electronic Equipment and Components Industry Analysis
UpdatedMar 13, 2025
DataAggregated Company Financials
Companies25
- 7D-7.9%
- 3M-52.2%
- 1Y-4.4%
- YTD-47.3%
Over the last 7 days, the Electronic Equipment and Components industry has dropped 7.9%, driven by Delta Electronics (Thailand) declining 8.6%. Overall the industry is down 4.4% in 12 months. 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 |
|---|---|---|---|---|---|---|
| Thu, 13 Mar 2025 | ฿1.1t | ฿541.5b | ฿25.9b | 14.2x | 40.5x | 1.9x |
| Sat, 08 Feb 2025 | ฿1.6t | ฿534.8b | ฿31.7b | 13.1x | 51.8x | 3.1x |
| Mon, 06 Jan 2025 | ฿2.0t | ฿534.8b | ฿31.7b | 14.6x | 64.5x | 3.8x |
| Wed, 04 Dec 2024 | ฿2.1t | ฿534.8b | ฿31.7b | 16.1x | 67.7x | 4x |
| Fri, 01 Nov 2024 | ฿1.9t | ฿532.5b | ฿32.2b | 21x | 58.6x | 3.5x |
| Sun, 29 Sep 2024 | ฿1.6t | ฿529.5b | ฿31.7b | 21.3x | 50.7x | 3x |
| Tue, 27 Aug 2024 | ฿1.5t | ฿529.5b | ฿31.7b | 20.5x | 47.6x | 2.8x |
| Thu, 25 Jul 2024 | ฿1.4t | ฿527.5b | ฿29.2b | 17.8x | 47.2x | 2.6x |
| Sat, 22 Jun 2024 | ฿1.3t | ฿527.5b | ฿29.2b | 17.8x | 44.7x | 2.5x |
| Mon, 20 May 2024 | ฿1.2t | ฿528.6b | ฿29.3b | 17.3x | 41.2x | 2.3x |
| Wed, 17 Apr 2024 | ฿1.2t | ฿529.3b | ฿27.9b | 19.7x | 42.9x | 2.3x |
| Fri, 15 Mar 2024 | ฿1.1t | ฿529.3b | ฿27.9b | 17.7x | 39.4x | 2.1x |
| Sun, 11 Feb 2024 | ฿1.3t | ฿538.2b | ฿28.8b | 16.3x | 44.4x | 2.4x |
| Tue, 09 Jan 2024 | ฿1.3t | ฿541.0b | ฿28.9b | 18.1x | 46.1x | 2.5x |
| Thu, 07 Dec 2023 | ฿1.3t | ฿541.0b | ฿28.9b | 17.3x | 43.2x | 2.3x |
| Sat, 04 Nov 2023 | ฿1.3t | ฿560.0b | ฿29.3b | 17.7x | 44.8x | 2.3x |
| Mon, 02 Oct 2023 | ฿1.3t | ฿550.3b | ฿27.9b | 18.4x | 47.5x | 2.4x |
| Wed, 30 Aug 2023 | ฿1.7t | ฿550.3b | ฿27.9b | 20.1x | 59.7x | 3x |
| Fri, 28 Jul 2023 | ฿1.6t | ฿542.8b | ฿27.8b | 19.8x | 58.5x | 3x |
| Sun, 25 Jun 2023 | ฿1.5t | ฿542.8b | ฿27.8b | 17.6x | 53.6x | 2.7x |
| Tue, 23 May 2023 | ฿1.4t | ฿542.9b | ฿27.8b | 16.6x | 49x | 2.5x |
| Thu, 20 Apr 2023 | ฿1.5t | ฿533.5b | ฿28.1b | 17.9x | 53.3x | 2.8x |
| Sat, 18 Mar 2023 | ฿1.5t | ฿533.6b | ฿28.1b | 18.3x | 54.5x | 2.9x |
| Mon, 13 Feb 2023 | ฿1.5t | ฿506.9b | ฿25.3b | 25.4x | 58x | 2.9x |
| Wed, 11 Jan 2023 | ฿1.4t | ฿505.3b | ฿25.3b | 21.3x | 54.3x | 2.7x |
| Fri, 09 Dec 2022 | ฿1.2t | ฿505.3b | ฿25.3b | 22.2x | 46.6x | 2.3x |
| Sun, 06 Nov 2022 | ฿1.1t | ฿476.4b | ฿25.7b | 22.2x | 41.8x | 2.3x |
| Tue, 04 Oct 2022 | ฿1.1t | ฿466.4b | ฿22.8b | 20.1x | 47.4x | 2.3x |
| Thu, 01 Sep 2022 | ฿1.0t | ฿466.4b | ฿22.8b | 24.1x | 44.5x | 2.2x |
| Sat, 30 Jul 2022 | ฿937.5b | ฿449.1b | ฿22.7b | 19.1x | 41.2x | 2.1x |
| Mon, 27 Jun 2022 | ฿749.7b | ฿441.7b | ฿20.1b | 18x | 37.3x | 1.7x |
| Wed, 25 May 2022 | ฿786.2b | ฿441.7b | ฿20.1b | 21.4x | 39.1x | 1.8x |
| Fri, 22 Apr 2022 | ฿862.1b | ฿419.3b | ฿18.7b | 24.6x | 46x | 2.1x |
| Sun, 20 Mar 2022 | ฿799.7b | ฿419.3b | ฿18.7b | 27.3x | 42.7x | 1.9x |
Price to Earnings Ratio
42.7x
Current Industry PE
- Investors are pessimistic on the Thai Electronic industry, indicating that they anticipate long term growth rates will be lower than they have historically.
- The industry is trading at a PE ratio of 40.5x which is lower than its 3-year average PE of 49.0x.
- The 3-year average PS ratio of 2.6x is higher than the industry's current PS ratio of 1.9x.
Past Earnings Growth
- The earnings for companies in the Electronic industry have grown 11% per year over the last three years.
- Revenues for these companies have grown 8.9% 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 | -3.88% | |
| Tech | -7.51% | |
| Electronic Equipment and Components | -7.87% | |
| Technology Distributors | -2.69% | |
| Electronic Equipment and Instruments | -3.33% | |
| Electronic Manufacturing Services | -6.14% | |
| Electronic Components | -8.40% | |
Industry PE
- Investors are most optimistic about the Electronic Equipment and Instruments industry which is trading above its 3-year average PE ratio of 17.7x.
- 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 34.2x.
Forecasted Growth
- Analysts are most optimistic on the Electronic Manufacturing Services industry, expecting annual earnings growth of 34% over the next 5 years.
- This is better than its past earnings growth rate of 14% per year.
- In contrast, the Electronic Components industry is expected to see its earnings grow by 10% 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 | |
|---|---|---|---|---|---|
| KCE KCE Electronics | ฿18.90 | 2.7% +฿591.0m | -50.9% | PE13.6x | |
| HANA Hana Microelectronics | ฿16.50 | 1.9% +฿265.6m | -56.9% | PS0.6x | |
| ILINK Interlink Communication | ฿6.00 | 6.2% +฿190.3m | -18.9% | PE5.8x |