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Thai (SET) Electronic Equipment and Components Industry Analysis
UpdatedNov 21, 2024
DataAggregated Company Financials
Companies25
- 7D7.1%
- 3M61.0%
- 1Y90.5%
- YTD70.0%
In the last week, the Electronic Equipment and Components industry is up 7.1%, with Cal-Comp Electronics (Thailand) up 15%. During this same period, the Delta Electronics (Thailand) underperformed, falling 12%. In the last 12 months, the industry was up 90%. As for the next few years, earnings are expected to grow by 14% per annum.
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, 21 Nov 2024 | ฿2.4t | ฿534.8b | ฿31.9b | 16.3x | 76.2x | 4.6x |
| Sat, 19 Oct 2024 | ฿1.9t | ฿529.5b | ฿31.7b | 21.7x | 59.3x | 3.6x |
| Mon, 16 Sep 2024 | ฿1.5t | ฿529.5b | ฿31.7b | 20.8x | 48.3x | 2.9x |
| Wed, 14 Aug 2024 | ฿1.5t | ฿532.5b | ฿32.3b | 16.8x | 46x | 2.8x |
| Fri, 12 Jul 2024 | ฿1.4t | ฿527.5b | ฿29.2b | 19.6x | 47.6x | 2.6x |
| Sun, 09 Jun 2024 | ฿1.2t | ฿527.6b | ฿29.2b | 17.3x | 40.3x | 2.2x |
| Tue, 07 May 2024 | ฿1.1t | ฿535.1b | ฿28.6b | 18.8x | 38.8x | 2.1x |
| Thu, 04 Apr 2024 | ฿1.2t | ฿529.3b | ฿27.9b | 19.7x | 41.7x | 2.2x |
| Sat, 02 Mar 2024 | ฿1.1t | ฿529.5b | ฿27.7b | 17.3x | 39.1x | 2x |
| Mon, 29 Jan 2024 | ฿1.3t | ฿541.0b | ฿28.9b | 18.7x | 44.5x | 2.4x |
| Wed, 27 Dec 2023 | ฿1.5t | ฿541.0b | ฿28.9b | 19.1x | 50.3x | 2.7x |
| Fri, 24 Nov 2023 | ฿1.3t | ฿542.3b | ฿29.2b | 14.5x | 43.4x | 2.3x |
| Sun, 22 Oct 2023 | ฿1.3t | ฿550.8b | ฿28.0b | 17.9x | 45.6x | 2.3x |
| Tue, 19 Sep 2023 | ฿1.6t | ฿550.3b | ฿27.9b | 19.4x | 58.2x | 3x |
| Thu, 17 Aug 2023 | ฿1.6t | ฿550.5b | ฿29.1b | 18.6x | 54.3x | 2.9x |
| Sat, 15 Jul 2023 | ฿1.5t | ฿542.8b | ฿27.8b | 17.5x | 55.5x | 2.8x |
| Mon, 12 Jun 2023 | ฿1.5t | ฿542.8b | ฿27.8b | 18.2x | 53.9x | 2.8x |
| Wed, 10 May 2023 | ฿1.2t | ฿541.3b | ฿28.9b | 16.1x | 43x | 2.3x |
| Fri, 07 Apr 2023 | ฿1.4t | ฿533.5b | ฿28.1b | 17.7x | 49.2x | 2.6x |
| Sun, 05 Mar 2023 | ฿1.5t | ฿527.8b | ฿27.0b | 22.2x | 56.7x | 2.9x |
| Tue, 31 Jan 2023 | ฿1.4t | ฿505.3b | ฿25.3b | 23.5x | 57.3x | 2.9x |
| Thu, 29 Dec 2022 | ฿1.2t | ฿505.3b | ฿25.3b | 21.4x | 47.2x | 2.4x |
| Sat, 26 Nov 2022 | ฿1.1t | ฿502.2b | ฿25.0b | 21.6x | 45.8x | 2.3x |
| Mon, 24 Oct 2022 | ฿1.1t | ฿466.4b | ฿22.8b | 20.1x | 48.4x | 2.4x |
| Wed, 21 Sep 2022 | ฿1.1t | ฿466.4b | ฿22.8b | 23.1x | 49.2x | 2.4x |
| Fri, 19 Aug 2022 | ฿1.1t | ฿466.4b | ฿22.8b | 23.7x | 47x | 2.3x |
| Sun, 17 Jul 2022 | ฿721.5b | ฿441.7b | ฿20.1b | 20.3x | 35.8x | 1.6x |
| Tue, 14 Jun 2022 | ฿734.3b | ฿441.7b | ฿20.1b | 19x | 36.5x | 1.7x |
| Thu, 12 May 2022 | ฿787.7b | ฿426.2b | ฿19.8b | 23.1x | 39.8x | 1.8x |
| Sat, 09 Apr 2022 | ฿845.4b | ฿419.3b | ฿18.7b | 25.9x | 45.1x | 2x |
| Mon, 07 Mar 2022 | ฿812.1b | ฿419.3b | ฿18.7b | 25.4x | 43.3x | 1.9x |
| Wed, 02 Feb 2022 | ฿855.5b | ฿399.3b | ฿16.9b | 25.9x | 50.7x | 2.1x |
| Fri, 31 Dec 2021 | ฿951.7b | ฿399.3b | ฿16.9b | 30.5x | 56.5x | 2.4x |
| Sun, 28 Nov 2021 | ฿919.9b | ฿399.2b | ฿16.9b | 30.5x | 54.4x | 2.3x |
Price to Earnings Ratio
54.4x
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 76.2x which is higher than its 3-year average PE of 48.3x.
- The 3-year average PS ratio of 2.5x is lower than the industry's current PS ratio of 4.6x.
Past Earnings Growth
- The earnings for companies in the Electronic industry have grown 24% per year over the last three years.
- Revenues for these companies have grown 10% 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 | 0.77% | |
| Tech | 6.87% | |
| Electronic Equipment and Components | 7.08% | |
| Electronic Manufacturing Services | 16.23% | |
| Electronic Components | 6.82% | |
| Technology Distributors | -1.21% | |
| Electronic Equipment and Instruments | -1.42% | |
Industry PE
- Investors are most optimistic about the Electronic Components industry which is trading above its 3-year average PE ratio of 60.2x.
- Analysts are expecting annual earnings growth of 14.0%, which is lower than the prior year's growth of 20.1% per year.
- Investors are most pessimistic about the Electronic Equipment and Instruments industry, which is trading below its 3-year average of 16.7x.
Forecasted Growth
- Analysts are most optimistic on the Electronic Manufacturing Services industry, expecting annual earnings growth of 22% over the next 5 years.
- This is better than its past earnings decline of 42% per year.
- In contrast, the Electronic Components industry is expected to see its earnings grow by 14% 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 | |
|---|---|---|---|---|---|
| CCET Cal-Comp Electronics (Thailand) | ฿9.35 | 14.7% +฿12.5b | 527.5% | PE46.8x | |
| SYNEX Synnex (Thailand) | ฿16.10 | 5.9% +฿762.6m | 61.8% | PE21.7x | |
| SAMART Samart Corporation | ฿7.60 | 5.6% +฿402.6m | 65.9% | PS0.8x | |
| PROEN PROEN Corp | ฿4.32 | 17.4% +฿251.2m | 46.9% | PS2.8x | |
| ILINK Interlink Communication | ฿5.90 | 1.7% +฿54.4m | -20.8% | PE5.7x |