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Thai (SET) Electronic Equipment and Components Industry Analysis

UpdatedJun 10, 2025
DataAggregated Company Financials
Companies25
  • 7D-3.9%
  • 3M26.1%
  • 1Y21.1%
  • YTD-28.9%

Over the last 7 days, the Electronic Equipment and Components industry has dropped 3.9%, driven by a pullback from Delta Electronics (Thailand) of 4.3%. On the other hand Jaymart Group Holdings is actually up 14%. In the past year, the industry has gained 21%. Looking forward, earnings are forecast to grow by 11% annually.

Industry Valuation and Performance

Has the Thai Electronic Equipment and Components Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 10 Jun 2025฿1.4t฿549.3b฿26.7b12.9x53.1x2.6x
Thu, 08 May 2025฿1.5t฿546.2b฿27.1b14.2x55.4x2.8x
Sat, 05 Apr 2025฿878.9b฿541.5b฿25.9b12.5x33.9x1.6x
Mon, 03 Mar 2025฿1.2t฿541.3b฿25.9b12.9x44.4x2.1x
Wed, 29 Jan 2025฿1.9t฿534.8b฿31.7b14.1x60.4x3.6x
Fri, 27 Dec 2024฿2.2t฿534.8b฿31.7b14.6x68.3x4x
Sun, 24 Nov 2024฿2.1t฿535.0b฿31.9b16.1x65.3x3.9x
Tue, 22 Oct 2024฿1.9t฿529.5b฿31.7b21.7x59.1x3.5x
Thu, 19 Sep 2024฿1.5t฿529.5b฿31.7b20.5x48.6x2.9x
Sat, 17 Aug 2024฿1.5t฿529.7b฿31.7b16.7x47.8x2.9x
Mon, 15 Jul 2024฿1.4t฿527.5b฿29.2b19.5x47x2.6x
Wed, 12 Jun 2024฿1.2t฿527.5b฿29.2b17.6x39.8x2.2x
Fri, 10 May 2024฿1.1t฿535.0b฿28.7b19.4x39.4x2.1x
Sun, 07 Apr 2024฿1.2t฿529.3b฿27.9b19.6x41.2x2.2x
Tue, 05 Mar 2024฿1.1t฿529.4b฿27.9b16.4x38.3x2x
Thu, 01 Feb 2024฿1.2t฿541.0b฿28.9b18.7x43x2.3x
Sat, 30 Dec 2023฿1.4t฿541.0b฿28.9b18.1x47.7x2.6x
Mon, 27 Nov 2023฿1.3t฿541.0b฿28.9b14.8x43.6x2.3x
Wed, 25 Oct 2023฿1.3t฿550.8b฿28.0b17.8x45.1x2.3x
Fri, 22 Sep 2023฿1.6t฿550.3b฿27.9b19.2x57.4x2.9x
Sun, 20 Aug 2023฿1.5t฿550.3b฿27.9b18.6x54.6x2.8x
Tue, 18 Jul 2023฿1.6t฿542.8b฿27.8b17.7x56x2.9x
Thu, 15 Jun 2023฿1.6t฿542.8b฿27.8b19x55.9x2.9x
Sat, 13 May 2023฿1.2t฿541.4b฿28.9b16x42.1x2.2x
Mon, 10 Apr 2023฿1.4t฿533.5b฿28.1b18x50.8x2.7x
Wed, 08 Mar 2023฿1.5t฿527.8b฿27.0b22.6x56.7x2.9x
Fri, 03 Feb 2023฿1.5t฿506.5b฿25.5b26.2x59.7x3x
Sun, 01 Jan 2023฿1.4t฿505.3b฿25.3b21.4x53.5x2.7x
Tue, 29 Nov 2022฿1.2t฿504.1b฿25.2b21.4x45.7x2.3x
Thu, 27 Oct 2022฿1.1t฿476.8b฿25.7b20.1x41.8x2.2x
Sat, 24 Sep 2022฿1.1t฿466.4b฿22.8b23.1x49.1x2.4x
Mon, 22 Aug 2022฿1.1t฿466.4b฿22.8b23.7x46.3x2.3x
Wed, 20 Jul 2022฿721.5b฿441.7b฿20.1b20.3x35.8x1.6x
Fri, 17 Jun 2022฿721.2b฿441.7b฿20.1b17.9x35.8x1.6x
Price to Earnings Ratio

35.8x


Total Market Cap: ฿721.2bTotal Earnings: ฿20.1bTotal Revenue: ฿441.7bTotal Market Cap vs Earnings and Revenue0%0%0%
Thai Electronic Equipment and Components Industry Price to Earnings3Y Average 49.4x202320242025
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 53.1x which is higher than its 3-year average PE of 49.4x.
  • The industry is trading close to its 3-year average PS ratio of 2.6x.
Past Earnings Growth
  • The earnings for companies in the Electronic industry have grown 9.9% per year over the last three years.
  • Revenues for these companies have grown 7.5% 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-1.21%
Tech-3.84%
Electronic Equipment and Components-3.94%
Technology Distributors5.32%
Electronic Equipment and Instruments0%0
Electronic Components-4.18%
Electronic Manufacturing Services-5.58%
Industry PE
  • Investors are most optimistic about the Electronic Equipment and Instruments industry which is trading above its 3-year average PE ratio of 36.5x.
    • It looks like they are confident that earnings will grow faster in the future than they have historically.
  • Investors are most pessimistic about the Technology Distributors industry, which is trading below its 3-year average of 32.5x.
Forecasted Growth
  • Analysts are most optimistic on the Electronic Manufacturing Services industry, expecting annual earnings growth of 30% over the next 5 years.
  • This is better than its past earnings decline of 13% per year.
  • In contrast, the Electronic Components industry is expected to see its earnings grow by 9.8% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
JMART Jaymart Group Holdings฿7.3016.8%
+฿1.5b
-45.9%PE10.2x
KCE KCE Electronics฿16.303.2%
+฿591.0m
-61.0%PE14.1x
SYNEX Synnex (Thailand)฿12.104.3%
+฿423.7m
2.5%PE15.4x
NEX Nex Point฿0.976.6%
+฿359.4m
-58.9%PS6x
SIS SiS Distribution (Thailand)฿21.202.9%
+฿210.1m
-25.0%PE10.3x
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Latest News

KCE

฿16.30

KCE Electronics

7D

3.2%

1Y

-61.0%

JMART

฿7.30

Jaymart Group Holdings

7D

16.8%

1Y

-45.9%

LOXLEY

฿1.01

Loxley

7D

-1.9%

1Y

-33.1%

DITTO

฿10.40

Ditto (Thailand)

7D

3.0%

1Y

-33.3%

FORTH

฿8.35

Forth Corporation

7D

-2.9%

1Y

-46.1%

APP

฿2.20

Applicad

7D

-4.3%

1Y

12.8%

TWZ

฿0.04

TWZ Corporation

7D

33.3%

1Y

0%

NEX

฿0.97

Nex Point

7D

6.6%

1Y

-58.9%

SYNEX

฿12.10

Synnex (Thailand)

7D

4.3%

1Y

2.5%

SAMART

฿6.35

Samart Corporation

7D

2.4%

1Y

2.4%

CCET

฿5.25

Cal-Comp Electronics (Thailand)

7D

-4.5%

1Y

41.9%

SVI

฿6.50

SVI

7D

-4.4%

1Y

-17.7%

SMT

฿1.25

Stars Microelectronics (Thailand)

7D

-4.6%

1Y

-52.3%

SIS

฿21.20

SiS Distribution (Thailand)

7D

2.9%

1Y

-25.0%

DELTA

฿99.50

Delta Electronics (Thailand)

7D

-4.3%

1Y

33.1%