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Thai (SET) Electronic Equipment and Components Industry Analysis
UpdatedDec 23, 2025
DataAggregated Company Financials
Companies25
- 7D-2.0%
- 3M6.7%
- 1Y13.3%
- YTD22.6%
Over the last 7 days, the Electronic Equipment and Components industry has dropped 6.7%, driven by Delta Electronics (Thailand) declining 2.2%. This takes the industry's 12 month performance to a gain of 7.5%. 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, 23 Dec 2025 | ฿2.4t | ฿556.6b | ฿26.2b | 11.7x | 93.4x | 4.4x |
| Thu, 20 Nov 2025 | ฿2.9t | ฿555.9b | ฿25.9b | 11.7x | 110.1x | 5.1x |
| Sat, 18 Oct 2025 | ฿2.6t | ฿547.8b | ฿24.2b | 12.7x | 105.7x | 4.7x |
| Mon, 15 Sep 2025 | ฿2.2t | ฿547.8b | ฿24.2b | 13.4x | 90x | 4x |
| Wed, 13 Aug 2025 | ฿2.0t | ฿550.9b | ฿24.5b | 14.5x | 82.1x | 3.6x |
| Fri, 11 Jul 2025 | ฿1.5t | ฿549.3b | ฿26.7b | 12.2x | 56.4x | 2.7x |
| Sun, 08 Jun 2025 | ฿1.4t | ฿549.3b | ฿26.7b | 12.8x | 51.2x | 2.5x |
| Tue, 06 May 2025 | ฿1.5t | ฿546.2b | ฿27.1b | 14.2x | 53.8x | 2.7x |
| Thu, 03 Apr 2025 | ฿1.0t | ฿541.5b | ฿25.9b | 13x | 39.5x | 1.9x |
| Sat, 01 Mar 2025 | ฿1.2t | ฿541.1b | ฿27.4b | 12.4x | 42x | 2.1x |
| Mon, 27 Jan 2025 | ฿2.1t | ฿534.8b | ฿31.7b | 14.1x | 65.6x | 3.9x |
| Wed, 25 Dec 2024 | ฿2.1t | ฿534.8b | ฿31.7b | 14.7x | 67.6x | 4x |
| Fri, 22 Nov 2024 | ฿2.1t | ฿535.1b | ฿32.0b | 15.7x | 64.8x | 3.9x |
| Sun, 20 Oct 2024 | ฿1.9t | ฿529.5b | ฿31.7b | 21.7x | 59.3x | 3.6x |
| Tue, 17 Sep 2024 | ฿1.5t | ฿529.5b | ฿31.7b | 20.8x | 47.9x | 2.9x |
| Thu, 15 Aug 2024 | ฿1.5t | ฿533.1b | ฿32.3b | 17.1x | 46.5x | 2.8x |
| Sat, 13 Jul 2024 | ฿1.4t | ฿527.5b | ฿29.2b | 19.5x | 47x | 2.6x |
| Mon, 10 Jun 2024 | ฿1.2t | ฿527.5b | ฿29.2b | 17.3x | 40.3x | 2.2x |
| Wed, 08 May 2024 | ฿1.2t | ฿535.1b | ฿28.6b | 18.8x | 40.2x | 2.2x |
| Fri, 05 Apr 2024 | ฿1.2t | ฿529.3b | ฿27.9b | 19.5x | 41.3x | 2.2x |
| Sun, 03 Mar 2024 | ฿1.1t | ฿529.4b | ฿27.9b | 16.4x | 38.7x | 2x |
| Tue, 30 Jan 2024 | ฿1.3t | ฿541.0b | ฿28.9b | 18.9x | 43.3x | 2.3x |
| Thu, 28 Dec 2023 | ฿1.4t | ฿541.0b | ฿28.9b | 18x | 49x | 2.6x |
| Sat, 25 Nov 2023 | ฿1.3t | ฿542.3b | ฿29.2b | 14.3x | 43.2x | 2.3x |
| Mon, 23 Oct 2023 | ฿1.3t | ฿550.8b | ฿28.0b | 17.9x | 45.6x | 2.3x |
| Wed, 20 Sep 2023 | ฿1.6t | ฿550.3b | ฿27.9b | 19.5x | 58.1x | 2.9x |
| Fri, 18 Aug 2023 | ฿1.6t | ฿550.2b | ฿28.9b | 18.7x | 55x | 2.9x |
| Sun, 16 Jul 2023 | ฿1.5t | ฿542.8b | ฿27.8b | 17.5x | 55.5x | 2.8x |
| Tue, 13 Jun 2023 | ฿1.5t | ฿542.8b | ฿27.8b | 18.3x | 54.7x | 2.8x |
| Thu, 11 May 2023 | ฿1.2t | ฿541.4b | ฿28.9b | 16.2x | 42.6x | 2.3x |
| Sat, 08 Apr 2023 | ฿1.4t | ฿533.5b | ฿28.1b | 18x | 50.8x | 2.7x |
| Mon, 06 Mar 2023 | ฿1.5t | ฿527.8b | ฿27.0b | 22.2x | 56.7x | 2.9x |
| Wed, 01 Feb 2023 | ฿1.5t | ฿505.3b | ฿25.3b | 25.1x | 57.8x | 2.9x |
| Fri, 30 Dec 2022 | ฿1.2t | ฿505.3b | ฿25.3b | 21.4x | 48.2x | 2.4x |
Price to Earnings Ratio
48.2x
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 87.1x which is higher than its 3-year average PE of 57.0x.
- The 3-year average PS ratio of 2.9x is lower than the industry's current PS ratio of 4.1x.
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 | -0.29% | |
| Tech | -1.94% | |
| Electronic Equipment and Components | -1.98% | |
| Electronic Manufacturing Services | 0.59% | |
| Technology Distributors | -0.52% | |
| Electronic Components | -2.09% | |
| Electronic Equipment and Instruments | -7.97% | |
Industry PE
- Investors are most optimistic about the Electronic Components industry which is trading above its 3-year average PE ratio of 70.4x.
- 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 30.0x.
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 | |
|---|---|---|---|---|---|
| CCET Cal-Comp Electronics (Thailand) | ฿4.80 | 5.3% +฿2.5b | -48.4% | PE22.4x | |
| HANA Hana Microelectronics | ฿16.90 | 4.3% +฿619.8m | -33.7% | PS0.7x | |
| KCE KCE Electronics | ฿20.90 | 2.5% +฿591.0m | -16.1% | PE24.9x | |
| SIS SiS Distribution (Thailand) | ฿20.70 | 5.6% +฿385.2m | -28.0% | PE8.6x | |
| METCO Muramoto Electron (Thailand) | ฿273.00 | 1.5% +฿83.6m | 61.1% | PE5.2x |