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Thai (SET) Electronic Equipment and Components Industry Analysis
UpdatedDec 16, 2025
DataAggregated Company Financials
Companies25
- 7D-2.9%
- 3M12.2%
- 1Y16.2%
- YTD25.1%
Over the last 7 days, the Electronic Equipment and Components industry has dropped 8.1%, driven by a pullback from Delta Electronics (Thailand) of 3.1%. On the other hand Jaymart Group Holdings is actually up 5.9%. In the past year, the industry has gained 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 |
|---|---|---|---|---|---|---|
| Tue, 16 Dec 2025 | ฿2.5t | ฿556.6b | ฿26.2b | 11.7x | 95.3x | 4.5x |
| Thu, 13 Nov 2025 | ฿2.9t | ฿557.7b | ฿25.9b | 12.4x | 110.9x | 5.2x |
| Sat, 11 Oct 2025 | ฿2.4t | ฿547.8b | ฿24.2b | 13x | 101.2x | 4.5x |
| Mon, 08 Sep 2025 | ฿2.0t | ฿547.8b | ฿24.2b | 13.7x | 84.8x | 3.7x |
| Wed, 06 Aug 2025 | ฿2.1t | ฿552.0b | ฿24.8b | 13.1x | 82.7x | 3.7x |
| Fri, 04 Jul 2025 | ฿1.6t | ฿549.3b | ฿26.7b | 12.6x | 58.5x | 2.8x |
| 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 |
Price to Earnings Ratio
47.1x
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 93.3x which is higher than its 3-year average PE of 56.8x.
- The 3-year average PS ratio of 2.9x is lower than the industry's current PS ratio of 4.4x.
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 | 0.93% | |
| Tech | -2.77% | |
| Electronic Equipment and Components | -2.85% | |
| Technology Distributors | 1.99% | |
| Electronic Manufacturing Services | 0.56% | |
| Electronic Equipment and Instruments | -2.13% | |
| Electronic Components | -3.07% | |
Industry PE
- Investors are most optimistic about the Electronic Components industry which is trading above its 3-year average PE ratio of 70.1x.
- Analysts are expecting annual earnings growth of 27.2%, 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 30.1x.
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 | |
|---|---|---|---|---|---|
| JMART Jaymart Group Holdings | ฿7.10 | 3.6% +฿366.0m | -46.6% | PE16.1x | |
| SAMART Samart Corporation | ฿5.45 | 3.8% +฿201.3m | -16.2% | PE11.6x | |
| FORTH Forth Corporation | ฿6.65 | 3.1% +฿187.1m | -36.1% | PE10.3x | |
| NEX Nex Point | ฿1.14 | 1.8% +฿119.3m | 78.1% | PS9.1x | |
| SIMAT Simat Technologies | ฿1.49 | 13.7% +฿116.7m | 3.5% | PE14.8x |