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Thai (SET) Electronic Equipment and Components Industry Analysis
UpdatedJan 16, 2026
DataAggregated Company Financials
Companies25
- 7D1.6%
- 3M-12.8%
- 1Y13.4%
- YTD-10.5%
Over the last 7 days, the Electronic Equipment and Components industry has risen 1.6%, driven by gains from Delta Electronics (Thailand) of 1.2%. This takes the industry's 12 month performance to a gain of 13%. Looking forward, 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 |
|---|---|---|---|---|---|---|
| Sat, 17 Jan 2026 | ฿2.2t | ฿556.6b | ฿26.2b | 11.5x | 85x | 4x |
| Mon, 15 Dec 2025 | ฿2.4t | ฿556.6b | ฿26.2b | 11.6x | 93.3x | 4.4x |
| Wed, 12 Nov 2025 | ฿2.9t | ฿557.6b | ฿25.8b | 12.6x | 112.8x | 5.2x |
| Fri, 10 Oct 2025 | ฿2.7t | ฿547.8b | ฿24.2b | 13.2x | 110.7x | 4.9x |
| Sun, 07 Sep 2025 | ฿2.0t | ฿547.8b | ฿24.2b | 13.7x | 84.8x | 3.7x |
| Tue, 05 Aug 2025 | ฿2.0t | ฿552.0b | ฿24.8b | 12.8x | 82.6x | 3.7x |
| Thu, 03 Jul 2025 | ฿1.5t | ฿549.3b | ฿26.7b | 11.9x | 55.8x | 2.7x |
| Sat, 31 May 2025 | ฿1.5t | ฿549.3b | ฿26.7b | 12.9x | 55.3x | 2.7x |
| Mon, 28 Apr 2025 | ฿1.2t | ฿546.2b | ฿27.1b | 14.5x | 44.9x | 2.2x |
| Wed, 26 Mar 2025 | ฿1.1t | ฿541.5b | ฿25.9b | 13.8x | 41.1x | 2x |
| Fri, 21 Feb 2025 | ฿1.2t | ฿539.9b | ฿29.5b | 13.3x | 39.9x | 2.2x |
| Sun, 19 Jan 2025 | ฿2.0t | ฿534.8b | ฿31.7b | 13.6x | 61.6x | 3.7x |
| Tue, 17 Dec 2024 | ฿2.1t | ฿388.0b | ฿29.6b | 14x | 72.5x | 5.5x |
| Thu, 14 Nov 2024 | ฿2.3t | ฿532.2b | ฿32.0b | 18.4x | 71.1x | 4.3x |
| Sat, 12 Oct 2024 | ฿1.7t | ฿529.5b | ฿31.7b | 21.3x | 53.9x | 3.2x |
| Mon, 09 Sep 2024 | ฿1.5t | ฿529.5b | ฿31.7b | 21.1x | 47.2x | 2.8x |
| Wed, 07 Aug 2024 | ฿1.4t | ฿533.5b | ฿31.1b | 16.9x | 45.5x | 2.7x |
| Fri, 05 Jul 2024 | ฿1.3t | ฿527.5b | ฿29.2b | 19.2x | 44.4x | 2.5x |
| Sun, 02 Jun 2024 | ฿1.2t | ฿527.2b | ฿29.2b | 17.3x | 39.7x | 2.2x |
| Tue, 30 Apr 2024 | ฿1.1t | ฿535.1b | ฿28.6b | 18.5x | 38.8x | 2.1x |
| Thu, 28 Mar 2024 | ฿1.2t | ฿529.3b | ฿27.9b | 18.2x | 41.6x | 2.2x |
| Sat, 24 Feb 2024 | ฿1.2t | ฿539.7b | ฿28.9b | 16.1x | 40.4x | 2.2x |
| Mon, 22 Jan 2024 | ฿1.3t | ฿541.0b | ฿28.9b | 19x | 45.7x | 2.4x |
| Wed, 20 Dec 2023 | ฿1.4t | ฿541.0b | ฿28.9b | 18.6x | 48.6x | 2.6x |
| Fri, 17 Nov 2023 | ฿1.3t | ฿542.5b | ฿29.2b | 14.7x | 44.8x | 2.4x |
| Sun, 15 Oct 2023 | ฿1.3t | ฿550.3b | ฿27.9b | 19.1x | 48.1x | 2.4x |
| Tue, 12 Sep 2023 | ฿1.6t | ฿550.3b | ฿27.9b | 20.3x | 57.6x | 2.9x |
| Thu, 10 Aug 2023 | ฿1.6t | ฿550.1b | ฿28.0b | 19.2x | 57.6x | 2.9x |
| Sat, 08 Jul 2023 | ฿1.5t | ฿542.8b | ฿27.8b | 17.7x | 53.2x | 2.7x |
| Mon, 05 Jun 2023 | ฿1.5t | ฿542.8b | ฿27.8b | 17.9x | 54.3x | 2.8x |
| Wed, 03 May 2023 | ฿1.2t | ฿541.3b | ฿28.9b | 16.3x | 40.2x | 2.1x |
| Fri, 31 Mar 2023 | ฿1.7t | ฿533.5b | ฿28.1b | 19.1x | 59.5x | 3.1x |
| Sun, 26 Feb 2023 | ฿1.5t | ฿519.5b | ฿26.0b | 23.7x | 57.7x | 2.9x |
| Tue, 24 Jan 2023 | ฿1.4t | ฿505.3b | ฿25.3b | 23.6x | 56.9x | 2.8x |
Price to Earnings Ratio
56.9x
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 85.0x which is higher than its 3-year average PE of 57.9x.
- The 3-year average PS ratio of 3.0x is lower than the industry's current PS ratio of 4.0x.
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 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 | 0.61% | |
| Tech | 1.50% | |
| Electronic Equipment and Components | 1.56% | |
| Electronic Manufacturing Services | 6.07% | |
| Electronic Components | 1.53% | |
| Electronic Equipment and Instruments | -2.44% | |
| Technology Distributors | -4.42% | |
Industry PE
- Investors are most optimistic about the Electronic Components industry which is trading above its 3-year average PE ratio of 71.5x.
- Analysts are expecting annual earnings growth of 26.6%, 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 29.7x.
Forecasted Growth
- Analysts are most optimistic on the Electronic Manufacturing Services industry, expecting annual earnings growth of 36% 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 | |
|---|---|---|---|---|---|
| DELTA Delta Electronics (Thailand) | ฿167.00 | 1.2% +฿24.9b | 20.6% | PE105.7x | |
| CCET Cal-Comp Electronics (Thailand) | ฿4.94 | 11.3% +฿5.2b | -37.1% | PE23.1x | |
| KCE KCE Electronics | ฿18.20 | 2.8% +฿591.0m | -16.1% | PE21.7x | |
| HANA Hana Microelectronics | ฿16.40 | 3.8% +฿531.2m | -27.4% | PS0.7x | |
| SAMART Samart Corporation | ฿5.90 | 8.3% +฿450.7m | -9.2% | PE12.5x |