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- 7D-2.9%
- 3M73.8%
- 1Y291.5%
- YTD62.1%
Over the last 7 days, the Electronic Equipment and Components industry has dropped 4.7%, driven by a pullback from Delta Electronics (Thailand) of 5.0%. In contrast, KCE Electronics has gained 9.7%. This takes the industry's 12 month performance to a gain of 278%. Looking forward, earnings are forecast to grow by 22% 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, 21 Apr 2026 | ฿4.0t | ฿566.1b | ฿31.3b | 12.2x | 128.7x | 7.1x |
| Thu, 19 Mar 2026 | ฿3.6t | ฿566.1b | ฿31.3b | 11.7x | 116x | 6.4x |
| Sat, 14 Feb 2026 | ฿2.9t | ฿555.9b | ฿26.1b | 13.2x | 110.5x | 5.2x |
| Mon, 12 Jan 2026 | ฿2.2t | ฿556.6b | ฿26.2b | 11.6x | 85x | 4x |
| Wed, 10 Dec 2025 | ฿2.6t | ฿556.6b | ฿26.2b | 11.6x | 100.8x | 4.7x |
| Fri, 07 Nov 2025 | ฿3.1t | ฿557.7b | ฿25.7b | 12.7x | 119.1x | 5.5x |
| Sun, 05 Oct 2025 | ฿2.4t | ฿547.8b | ฿24.2b | 13.3x | 100.1x | 4.4x |
| Tue, 02 Sep 2025 | ฿2.1t | ฿547.8b | ฿24.2b | 13.8x | 85.3x | 3.8x |
| Thu, 31 Jul 2025 | ฿2.0t | ฿552.0b | ฿24.8b | 13x | 81.2x | 3.6x |
| Sat, 28 Jun 2025 | ฿1.4t | ฿549.3b | ฿26.7b | 12x | 51.4x | 2.5x |
| Mon, 26 May 2025 | ฿1.5t | ฿549.3b | ฿26.7b | 12.5x | 57x | 2.8x |
| Wed, 23 Apr 2025 | ฿1.0t | ฿541.5b | ฿25.9b | 13.9x | 40.3x | 1.9x |
| Fri, 21 Mar 2025 | ฿1.0t | ฿541.5b | ฿25.9b | 14.7x | 39.6x | 1.9x |
| Sun, 16 Feb 2025 | ฿1.6t | ฿540.9b | ฿29.5b | 13.1x | 55x | 3x |
| Tue, 14 Jan 2025 | ฿2.1t | ฿534.8b | ฿31.7b | 14x | 66.3x | 3.9x |
| Thu, 12 Dec 2024 | ฿2.1t | ฿534.8b | ฿31.7b | 14.9x | 67.6x | 4x |
| Sat, 09 Nov 2024 | ฿2.2t | ฿532.5b | ฿32.2b | 21.2x | 68.4x | 4.1x |
| Mon, 07 Oct 2024 | ฿1.6t | ฿529.5b | ฿31.7b | 20.8x | 50.3x | 3x |
| Wed, 04 Sep 2024 | ฿1.6t | ฿529.5b | ฿31.7b | 21.2x | 49.4x | 3x |
| Fri, 02 Aug 2024 | ฿1.5t | ฿533.5b | ฿31.1b | 18.9x | 49.1x | 2.9x |
| Sun, 30 Jun 2024 | ฿1.3t | ฿527.5b | ฿29.2b | 19x | 43.9x | 2.4x |
| Tue, 28 May 2024 | ฿1.2t | ฿527.2b | ฿29.2b | 17.6x | 40.4x | 2.2x |
| Thu, 25 Apr 2024 | ฿1.1t | ฿529.3b | ฿27.9b | 19.3x | 40.8x | 2.2x |
| Sat, 23 Mar 2024 | ฿1.2t | ฿529.3b | ฿27.9b | 19x | 41.2x | 2.2x |
| Mon, 19 Feb 2024 | ฿1.2t | ฿540.9b | ฿29.0b | 15.8x | 42.2x | 2.3x |
| Wed, 17 Jan 2024 | ฿1.3t | ฿541.0b | ฿28.9b | 19.5x | 45.4x | 2.4x |
| Fri, 15 Dec 2023 | ฿1.3t | ฿541.0b | ฿28.9b | 17.8x | 46.5x | 2.5x |
| Sun, 12 Nov 2023 | ฿1.2t | ฿560.2b | ฿29.3b | 15x | 41.9x | 2.2x |
| Tue, 10 Oct 2023 | ฿1.3t | ฿550.3b | ฿27.9b | 17.6x | 45.3x | 2.3x |
| Thu, 07 Sep 2023 | ฿1.7t | ฿550.3b | ฿27.9b | 19.8x | 59.1x | 3x |
| Sat, 05 Aug 2023 | ฿1.7t | ฿550.8b | ฿28.2b | 19.5x | 59.1x | 3x |
| Mon, 03 Jul 2023 | ฿1.4t | ฿542.8b | ฿27.8b | 17.6x | 50.5x | 2.6x |
| Wed, 31 May 2023 | ฿1.5t | ฿542.8b | ฿27.8b | 17.6x | 53.2x | 2.7x |
| Fri, 28 Apr 2023 | ฿346.0b | ฿533.5b | ฿28.1b | 15.8x | 12.3x | 0.6x |
Price to Earnings Ratio
12.3x
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 126x which is higher than its 3-year average PE of 62.4x.
- The 3-year average PS ratio of 3.2x is lower than the industry's current PS ratio of 7.0x.
Past Earnings Growth
- The earnings for companies in the Electronic industry have grown 3.7% per year over the last three years, while revenues have remained mostly flat.
- This means that companies overall are more efficiently conducting business since profits are increasing while sales have been flat.
Industry Trends
Which industries have driven the changes within the Thai Tech industry?
| TH Market | -1.66% | |
| Tech | -2.84% | |
| Electronic Equipment and Components | -2.88% | |
| Electronic Manufacturing Services | 2.04% | |
| Technology Distributors | -0.27% | |
| Electronic Equipment and Instruments | -1.49% | |
| Electronic Components | -3.04% | |
Industry PE
- Investors are most optimistic about the Electronic Components industry which is trading above its 3-year average PE ratio of 76.5x.
- Analysts are expecting annual earnings growth of 21.8%, which is lower than the prior year's growth of 31.0% per year.
- Investors are most pessimistic about the Electronic Equipment and Instruments industry, which is trading below its 3-year average of 83.4x.
Forecasted Growth
- Analysts are most optimistic on the Electronic Components industry, expecting annual earnings growth of 22% over the next 5 years.
- However this is lower than its past earnings growth rate of 31% per year.
- In contrast, the Technology Distributors industry is expected to see its earnings grow by 17% 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 | |
|---|---|---|---|---|---|
| KCE KCE Electronics | ฿28.75 | 11.7% +฿3.5b | 72.2% | PE40.8x | |
| HANA Hana Microelectronics | ฿28.00 | 6.7% +฿1.5b | 55.6% | PE37x | |
| CCET Cal-Comp Electronics (Thailand) | ฿5.20 | 1.0% +฿522.5m | 0% | PE26.6x | |
| TEAM Team Precision | ฿3.14 | 9.0% +฿165.6m | 26.6% | PE10.3x | |
| JMART Jaymart Group Holdings | ฿6.70 | 1.5% +฿146.4m | -15.7% | PS0.7x |