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Thai (SET) Electronic Equipment and Components Industry Analysis
UpdatedFeb 12, 2026
DataAggregated Company Financials
Companies25
- 7D5.2%
- 3M0.8%
- 1Y77.8%
- YTD17.7%
In the last week, the Electronic Equipment and Components industry is up 5.2%, with Delta Electronics (Thailand) up 11%. During this same period, the Samart Digital underperformed, falling 25%. This takes the industry's 12 month performance to a gain of 78%. Looking forward, earnings are forecast to grow by 29% 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, 13 Feb 2026 | ฿2.9t | ฿556.6b | ฿26.2b | 12.9x | 111.8x | 5.3x |
| Sun, 11 Jan 2026 | ฿2.2t | ฿556.6b | ฿26.2b | 11.6x | 85x | 4x |
| Tue, 09 Dec 2025 | ฿2.6t | ฿556.6b | ฿26.2b | 11.6x | 98.1x | 4.6x |
| Thu, 06 Nov 2025 | ฿2.9t | ฿557.7b | ฿25.7b | 12.6x | 114.1x | 5.3x |
| Sat, 04 Oct 2025 | ฿2.4t | ฿547.8b | ฿24.2b | 13.3x | 100.1x | 4.4x |
| Mon, 01 Sep 2025 | ฿2.1t | ฿547.8b | ฿24.2b | 13.8x | 85.8x | 3.8x |
| Wed, 30 Jul 2025 | ฿2.0t | ฿552.0b | ฿24.8b | 13x | 80.4x | 3.6x |
| Fri, 27 Jun 2025 | ฿1.4t | ฿549.3b | ฿26.7b | 12.2x | 52.9x | 2.6x |
| Sun, 25 May 2025 | ฿1.5t | ฿549.3b | ฿26.7b | 12.5x | 57x | 2.8x |
| Tue, 22 Apr 2025 | ฿1.0t | ฿541.5b | ฿25.9b | 13.9x | 39.6x | 1.9x |
| Thu, 20 Mar 2025 | ฿1.1t | ฿541.5b | ฿25.9b | 14.8x | 41.6x | 2x |
| Sat, 15 Feb 2025 | ฿1.6t | ฿534.9b | ฿31.9b | 13.3x | 50.9x | 3x |
| Mon, 13 Jan 2025 | ฿2.2t | ฿534.8b | ฿31.7b | 13.9x | 69.5x | 4.1x |
| Wed, 11 Dec 2024 | ฿2.2t | ฿534.8b | ฿31.7b | 14.9x | 68x | 4x |
| Fri, 08 Nov 2024 | ฿2.2t | ฿532.5b | ฿32.2b | 20.7x | 69.2x | 4.2x |
| Sun, 06 Oct 2024 | ฿1.6t | ฿529.5b | ฿31.7b | 20.8x | 50.3x | 3x |
| Tue, 03 Sep 2024 | ฿1.6t | ฿529.5b | ฿31.7b | 20.9x | 49.3x | 3x |
| Thu, 01 Aug 2024 | ฿1.5t | ฿533.5b | ฿31.1b | 18.6x | 48.5x | 2.8x |
| Sat, 29 Jun 2024 | ฿1.3t | ฿527.5b | ฿29.2b | 19x | 43.9x | 2.4x |
| Mon, 27 May 2024 | ฿1.2t | ฿528.3b | ฿29.3b | 17.7x | 40.5x | 2.2x |
| Wed, 24 Apr 2024 | ฿1.1t | ฿529.3b | ฿27.9b | 19x | 39.7x | 2.1x |
| Fri, 22 Mar 2024 | ฿1.1t | ฿529.3b | ฿27.9b | 19x | 41x | 2.2x |
| Sun, 18 Feb 2024 | ฿1.2t | ฿540.9b | ฿29.0b | 15.8x | 42.2x | 2.3x |
| Tue, 16 Jan 2024 | ฿1.3t | ฿541.0b | ฿28.9b | 19.6x | 46.2x | 2.5x |
| Thu, 14 Dec 2023 | ฿1.3t | ฿541.0b | ฿28.9b | 16.5x | 44.3x | 2.4x |
| Sat, 11 Nov 2023 | ฿1.2t | ฿559.7b | ฿29.0b | 15x | 42.2x | 2.2x |
| Mon, 09 Oct 2023 | ฿1.3t | ฿550.3b | ฿27.9b | 18.3x | 46.3x | 2.4x |
| Wed, 06 Sep 2023 | ฿1.7t | ฿550.3b | ฿27.9b | 19.9x | 59.7x | 3x |
| Fri, 04 Aug 2023 | ฿1.7t | ฿550.8b | ฿28.2b | 19.4x | 59.1x | 3x |
| Sun, 02 Jul 2023 | ฿1.4t | ฿542.8b | ฿27.8b | 17.6x | 50.5x | 2.6x |
| Tue, 30 May 2023 | ฿1.5t | ฿542.8b | ฿27.8b | 17.7x | 52.8x | 2.7x |
| Thu, 27 Apr 2023 | ฿1.4t | ฿533.5b | ฿28.1b | 16.5x | 49x | 2.6x |
| Sat, 25 Mar 2023 | ฿1.5t | ฿533.5b | ฿28.1b | 19.1x | 54.6x | 2.9x |
| Mon, 20 Feb 2023 | ฿1.5t | ฿508.1b | ฿24.2b | 23.6x | 62.6x | 3x |
Price to Earnings Ratio
62.6x
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 112x which is higher than its 3-year average PE of 58.9x.
- The 3-year average PS ratio of 3.0x is lower than the industry's current PS ratio of 5.3x.
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 3.2% 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 | 4.86% | |
| Tech | 5.21% | |
| Electronic Equipment and Components | 5.16% | |
| Electronic Components | 5.19% | |
| Electronic Manufacturing Services | 5.02% | |
| Technology Distributors | 4.09% | |
| Electronic Equipment and Instruments | -0.79% | |
Industry PE
- Investors are most optimistic about the Electronic Components industry which is trading above its 3-year average PE ratio of 72.8x.
- Analysts are expecting annual earnings growth of 29.0%, 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 29.4x.
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 5.9% 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) | ฿224.00 | 10.9% +฿274.4b | 93.9% | PE141.7x | |
| CCET Cal-Comp Electronics (Thailand) | ฿5.05 | 6.5% +฿3.2b | -36.5% | PE23.6x | |
| FORTH Forth Corporation | ฿8.10 | 42.1% +฿2.2b | 1.9% | PE12.5x | |
| JMART Jaymart Group Holdings | ฿8.10 | 14.1% +฿1.5b | -17.8% | PE18.4x | |
| DITTO Ditto (Thailand) | ฿13.20 | 17.9% +฿1.4b | 12.8% | PE15.7x |