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Thai (SET) Electronic Equipment and Components Industry Analysis
UpdatedDec 31, 2025
DataAggregated Company Financials
Companies25
- 7D-1.3%
- 3M1.6%
- 1Y7.4%
- YTD16.7%
Over the last 7 days, the Electronic Equipment and Components industry has dropped 1.3%, driven by Delta Electronics (Thailand) declining 1.1%. Meanwhile, Nex Point actually outperformed within the industry, gaining 9.0% in the last week. Over the past 12 months, the industry was up 7.4%. Earnings are forecast to grow by 27% 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 |
|---|---|---|---|---|---|---|
| Wed, 31 Dec 2025 | ฿2.3t | ฿556.6b | ฿26.2b | 11.8x | 88.9x | 4.2x |
| Fri, 28 Nov 2025 | ฿2.7t | ฿556.6b | ฿26.2b | 11.6x | 101.5x | 4.8x |
| Sun, 26 Oct 2025 | ฿2.8t | ฿557.7b | ฿25.7b | 12.8x | 107.5x | 5x |
| Tue, 23 Sep 2025 | ฿2.2t | ฿547.8b | ฿24.2b | 13.9x | 92.1x | 4.1x |
| Thu, 21 Aug 2025 | ฿2.0t | ฿547.8b | ฿24.2b | 13.7x | 83.3x | 3.7x |
| Sat, 19 Jul 2025 | ฿1.9t | ฿549.3b | ฿26.7b | 12.9x | 71.8x | 3.5x |
| Mon, 16 Jun 2025 | ฿1.4t | ฿549.3b | ฿26.7b | 12.5x | 52.9x | 2.6x |
| Wed, 14 May 2025 | ฿1.5t | ฿547.1b | ฿27.3b | 14.4x | 56.3x | 2.8x |
| Fri, 11 Apr 2025 | ฿1.0t | ฿541.5b | ฿25.9b | 12.9x | 39.9x | 1.9x |
| Sun, 09 Mar 2025 | ฿1.2t | ฿541.5b | ฿25.9b | 14.9x | 46.9x | 2.2x |
| Tue, 04 Feb 2025 | ฿1.8t | ฿534.8b | ฿31.7b | 13.4x | 56.4x | 3.3x |
| Thu, 02 Jan 2025 | ฿2.2t | ฿534.8b | ฿31.7b | 14.6x | 68.4x | 4.1x |
| Sat, 30 Nov 2024 | ฿2.1t | ฿534.8b | ฿31.7b | 16.1x | 67.3x | 4x |
| Mon, 28 Oct 2024 | ฿2.0t | ฿529.5b | ฿31.7b | 21.8x | 61.6x | 3.7x |
| Wed, 25 Sep 2024 | ฿1.6t | ฿529.5b | ฿31.7b | 22x | 51.1x | 3.1x |
| Fri, 23 Aug 2024 | ฿1.5t | ฿529.5b | ฿31.7b | 20.5x | 47.7x | 2.9x |
| Sun, 21 Jul 2024 | ฿1.4t | ฿527.5b | ฿29.2b | 18.8x | 47.7x | 2.6x |
| Tue, 18 Jun 2024 | ฿1.2t | ฿527.5b | ฿29.2b | 16.7x | 42x | 2.3x |
| Thu, 16 May 2024 | ฿1.1t | ฿526.7b | ฿29.3b | 17.3x | 38.7x | 2.2x |
| Sat, 13 Apr 2024 | ฿1.2t | ฿529.3b | ฿27.9b | 19.7x | 42.9x | 2.3x |
| Mon, 11 Mar 2024 | ฿1.1t | ฿529.3b | ฿27.9b | 17x | 40.1x | 2.1x |
| Wed, 07 Feb 2024 | ฿1.3t | ฿541.0b | ฿28.9b | 18.7x | 45.1x | 2.4x |
| Fri, 05 Jan 2024 | ฿1.4t | ฿541.0b | ฿28.9b | 18.1x | 47.4x | 2.5x |
| Sun, 03 Dec 2023 | ฿1.2t | ฿541.0b | ฿28.9b | 15.3x | 42.6x | 2.3x |
| Tue, 31 Oct 2023 | ฿1.3t | ฿560.1b | ฿29.4b | 17x | 43.4x | 2.3x |
| Thu, 28 Sep 2023 | ฿1.6t | ฿550.3b | ฿27.9b | 18.9x | 56.5x | 2.9x |
| Sat, 26 Aug 2023 | ฿1.7t | ฿550.3b | ฿27.9b | 20.2x | 59.1x | 3x |
| Mon, 24 Jul 2023 | ฿1.6t | ฿542.8b | ฿27.8b | 19x | 56.6x | 2.9x |
| Wed, 21 Jun 2023 | ฿1.5t | ฿542.8b | ฿27.8b | 18.5x | 52.9x | 2.7x |
| Fri, 19 May 2023 | ฿1.3t | ฿543.3b | ฿27.9b | 15.3x | 48.3x | 2.5x |
| Sun, 16 Apr 2023 | ฿1.5t | ฿533.5b | ฿28.1b | 18.2x | 52.5x | 2.8x |
| Tue, 14 Mar 2023 | ฿1.5t | ฿532.7b | ฿26.9b | 20.5x | 56.5x | 2.9x |
| Thu, 09 Feb 2023 | ฿1.6t | ฿506.5b | ฿25.5b | 24.7x | 62x | 3.1x |
| Sat, 07 Jan 2023 | ฿1.3t | ฿505.3b | ฿25.3b | 21x | 52.7x | 2.6x |
Price to Earnings Ratio
52.7x
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 88.9x which is higher than its 3-year average PE of 57.4x.
- The 3-year average PS ratio of 3.0x is lower than the industry's current PS ratio of 4.2x.
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 3.3% 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 | -0.89% | |
| Tech | -1.31% | |
| Electronic Equipment and Components | -1.32% | |
| Electronic Equipment and Instruments | 0.79% | |
| Technology Distributors | -0.29% | |
| Electronic Components | -1.24% | |
| Electronic Manufacturing Services | -3.98% | |
Industry PE
- Investors are most optimistic about the Electronic Components industry which is trading above its 3-year average PE ratio of 70.9x.
- Analysts are expecting annual earnings growth of 26.5%, 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 29.9x.
Forecasted Growth
- Analysts are most optimistic on the Electronic Manufacturing Services industry, expecting annual earnings growth of 37% over the next 5 years.
- This is better than its past earnings growth rate of 2.5% per year.
- In contrast, the Technology Distributors industry is expected to see its earnings grow by 6.4% 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 | |
|---|---|---|---|---|---|
| NEX Nex Point | ฿1.21 | 10.0% +฿655.9m | 89.1% | PS9.7x | |
| SDC Samart Digital | ฿0.04 | 33.3% +฿345.2m | 0% | PE21.3x | |
| SVI SVI | ฿7.30 | 1.4% +฿215.3m | -0.7% | PE19x | |
| METCO Muramoto Electron (Thailand) | ฿276.00 | 1.1% +฿62.7m | 59.1% | PE5.2x | |
| MSC Metro Systems Corporation | ฿7.85 | 1.9% +฿54.0m | -1.9% | PE11.9x |