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Thai (SET) Electronic Equipment and Components Industry Analysis
UpdatedNov 08, 2025
DataAggregated Company Financials
Companies25
- 7D2.8%
- 3M49.0%
- 1Y35.6%
- YTD49.9%
Over the last 7 days, the Electronic Equipment and Components industry has risen 2.8%, driven by gains from Delta Electronics (Thailand) of 3.2%. This means that the industry has gained 36% over the past year. As for the next few years, earnings are expected to grow by 27% 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 |
|---|---|---|---|---|---|---|
| Sun, 09 Nov 2025 | ฿3.0t | ฿557.7b | ฿25.7b | 12.7x | 116.5x | 5.4x |
| Tue, 07 Oct 2025 | ฿2.4t | ฿547.8b | ฿24.2b | 13.2x | 100.9x | 4.5x |
| Thu, 04 Sep 2025 | ฿2.1t | ฿547.8b | ฿24.2b | 13.7x | 86.5x | 3.8x |
| Sat, 02 Aug 2025 | ฿2.0t | ฿552.0b | ฿24.8b | 12.9x | 79.9x | 3.6x |
| Mon, 30 Jun 2025 | ฿1.4t | ฿549.3b | ฿26.7b | 12x | 51.4x | 2.5x |
| Wed, 28 May 2025 | ฿1.5t | ฿549.3b | ฿26.7b | 12.4x | 56.8x | 2.8x |
| Fri, 25 Apr 2025 | ฿1.1t | ฿541.5b | ฿25.9b | 13.9x | 43.5x | 2.1x |
| Sun, 23 Mar 2025 | ฿1.1t | ฿541.5b | ฿25.9b | 14.4x | 40.7x | 1.9x |
| Tue, 18 Feb 2025 | ฿1.3t | ฿539.9b | ฿29.5b | 13.3x | 43.9x | 2.4x |
| Thu, 16 Jan 2025 | ฿2.0t | ฿534.8b | ฿31.7b | 13.8x | 62.5x | 3.7x |
| Sat, 14 Dec 2024 | ฿2.2t | ฿534.8b | ฿31.7b | 14.7x | 68x | 4x |
| Mon, 11 Nov 2024 | ฿2.2t | ฿532.2b | ฿32.2b | 21.2x | 68.5x | 4.1x |
| Wed, 09 Oct 2024 | ฿1.6t | ฿529.5b | ฿31.7b | 21.5x | 50x | 3x |
| Fri, 06 Sep 2024 | ฿1.6t | ฿529.5b | ฿31.7b | 22.1x | 49.7x | 3x |
| Sun, 04 Aug 2024 | ฿1.5t | ฿533.5b | ฿31.1b | 18.4x | 47.9x | 2.8x |
| Tue, 02 Jul 2024 | ฿1.3t | ฿527.5b | ฿29.2b | 19x | 44x | 2.4x |
| Thu, 30 May 2024 | ฿1.2t | ฿527.2b | ฿29.2b | 17.2x | 39.5x | 2.2x |
| Sat, 27 Apr 2024 | ฿1.2t | ฿529.3b | ฿27.9b | 18.7x | 41.5x | 2.2x |
| Mon, 25 Mar 2024 | ฿1.2t | ฿529.3b | ฿27.9b | 19x | 41.2x | 2.2x |
| Wed, 21 Feb 2024 | ฿1.2t | ฿539.8b | ฿29.0b | 15.8x | 40.9x | 2.2x |
| Fri, 19 Jan 2024 | ฿1.3t | ฿541.0b | ฿28.9b | 19.2x | 45.2x | 2.4x |
| Sun, 17 Dec 2023 | ฿1.3t | ฿541.0b | ฿28.9b | 17.8x | 45.4x | 2.4x |
| Tue, 14 Nov 2023 | ฿1.2t | ฿559.5b | ฿29.3b | 14.5x | 42.4x | 2.2x |
| Thu, 12 Oct 2023 | ฿1.4t | ฿550.3b | ฿27.9b | 19.2x | 48.9x | 2.5x |
| Sat, 09 Sep 2023 | ฿1.6t | ฿550.3b | ฿27.9b | 20.2x | 58x | 2.9x |
| Mon, 07 Aug 2023 | ฿1.7t | ฿550.8b | ฿28.2b | 19.5x | 59.1x | 3x |
| Wed, 05 Jul 2023 | ฿1.4t | ฿542.8b | ฿27.8b | 18.1x | 51.9x | 2.7x |
| Fri, 02 Jun 2023 | ฿1.5t | ฿542.8b | ฿27.8b | 17.4x | 53.6x | 2.7x |
| Sun, 30 Apr 2023 | ฿1.2t | ฿541.3b | ฿28.9b | 16.5x | 40.2x | 2.1x |
| Tue, 28 Mar 2023 | ฿1.5t | ฿533.5b | ฿28.1b | 18.9x | 54.6x | 2.9x |
| Thu, 23 Feb 2023 | ฿1.5t | ฿505.9b | ฿24.0b | 24x | 64x | 3x |
| Sat, 21 Jan 2023 | ฿1.4t | ฿505.3b | ฿25.3b | 23x | 55.3x | 2.8x |
| Mon, 19 Dec 2022 | ฿1.2t | ฿505.3b | ฿25.3b | 21.2x | 46.3x | 2.3x |
| Wed, 16 Nov 2022 | ฿1.1t | ฿498.4b | ฿25.1b | 23.1x | 44.7x | 2.2x |
Price to Earnings Ratio
44.7x
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 116x which is higher than its 3-year average PE of 54.8x.
- The 3-year average PS ratio of 2.8x is lower than the industry's current PS ratio of 5.4x.
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 3.8% 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 | -0.49% | |
| Tech | 2.74% | |
| Electronic Equipment and Components | 2.81% | |
| Electronic Components | 3.12% | |
| Technology Distributors | -1.06% | |
| Electronic Equipment and Instruments | -2.65% | |
| Electronic Manufacturing Services | -3.16% | |
Industry PE
- Investors are most optimistic about the Electronic Components industry which is trading above its 3-year average PE ratio of 67.5x.
- 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 30.5x.
Forecasted Growth
- Analysts are most optimistic on the Electronic Manufacturing Services industry, expecting annual earnings growth of 34% over the next 5 years.
- This is better than its past earnings decline of 36% per year.
- In contrast, the Technology Distributors industry is expected to see its earnings grow by 7.7% 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 | 3.2% +฿87.3b | 44.5% | PE141.7x | |
| SVI SVI | ฿7.15 | 15.3% +฿2.0b | -21.0% | PE18.6x | |
| SDC Samart Digital | ฿0.04 | 33.3% +฿345.2m | -33.3% | PE18.6x | |
| SIS SiS Distribution (Thailand) | ฿19.10 | 3.2% +฿210.1m | -19.7% | PE9x | |
| METCO Muramoto Electron (Thailand) | ฿230.00 | 4.5% +฿209.0m | 19.5% | PE7.7x |