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Thai (SET) Electronic Equipment and Components Industry Analysis
UpdatedApr 23, 2025
DataAggregated Company Financials
Companies25
- 7D1.9%
- 3M-49.5%
- 1Y-6.4%
- YTD-47.5%
In the last week, the Electronic Equipment and Components industry is up 1.9%, with Delta Electronics (Thailand) up 0.7%. Meanwhile, Samart Digital actually underperformed within the industry, shrinking 25% in the last week. In the past year, the industry is down 6.4%. As for the next few years, earnings are expected to grow by 11% 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 |
|---|---|---|---|---|---|---|
| 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 |
| Sun, 26 Mar 2023 | ฿1.5t | ฿533.5b | ฿28.1b | 19.1x | 54.6x | 2.9x |
| Tue, 21 Feb 2023 | ฿1.5t | ฿508.1b | ฿24.2b | 24.1x | 63.3x | 3x |
| Thu, 19 Jan 2023 | ฿1.4t | ฿505.3b | ฿25.3b | 23.2x | 55.5x | 2.8x |
| Sat, 17 Dec 2022 | ฿1.2t | ฿505.3b | ฿25.3b | 21.2x | 46.3x | 2.3x |
| Mon, 14 Nov 2022 | ฿1.1t | ฿479.7b | ฿25.9b | 21.9x | 42.4x | 2.3x |
| Wed, 12 Oct 2022 | ฿1.1t | ฿466.4b | ฿22.8b | 19.6x | 50.1x | 2.4x |
| Fri, 09 Sep 2022 | ฿1.1t | ฿466.4b | ฿22.8b | 23.3x | 48.6x | 2.4x |
| Sun, 07 Aug 2022 | ฿1.0t | ฿449.1b | ฿22.7b | 20.7x | 45.5x | 2.3x |
| Tue, 05 Jul 2022 | ฿736.2b | ฿441.7b | ฿20.1b | 19.1x | 36.6x | 1.7x |
| Thu, 02 Jun 2022 | ฿802.5b | ฿441.7b | ฿20.1b | 21.9x | 39.9x | 1.8x |
| Sat, 30 Apr 2022 | ฿834.3b | ฿424.8b | ฿19.8b | 23.8x | 42.2x | 2x |
Price to Earnings Ratio
42.2x
Current Industry PE
- Investors are pessimistic on the Thai Electronic industry, indicating that they anticipate long term growth rates will be lower than they have historically.
- The industry is trading at a PE ratio of 40.3x which is lower than its 3-year average PE of 48.8x.
- The 3-year average PS ratio of 2.6x is higher than the industry's current PS ratio of 1.9x.
Past Earnings Growth
- The earnings for companies in the Electronic industry have grown 9.5% per year over the last three years.
- Revenues for these companies have grown 8.4% 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 | 1.49% | |
| Tech | 1.94% | |
| Electronic Equipment and Components | 1.89% | |
| Technology Distributors | 8.44% | |
| Electronic Manufacturing Services | 8.03% | |
| Electronic Equipment and Instruments | 3.92% | |
| Electronic Components | 0.86% | |
Industry PE
- Investors are most optimistic about the Electronic Components industry even though it's trading below its 3-year average PE ratio of 59.9x.
- Analysts are expecting annual earnings growth of 8.7%, which is higher than its past year's earnings growth of 2.8% per year.
- Investors are most pessimistic about the Technology Distributors industry, which is trading below its 3-year average of 33.4x.
Forecasted Growth
- Analysts are most optimistic on the Electronic Manufacturing Services industry, expecting annual earnings growth of 28% over the next 5 years.
- This is better than its past earnings growth rate of 14% per year.
- In contrast, the Electronic Components industry is expected to see its earnings grow by 8.7% 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) | ฿76.50 | 15.5% +฿127.9b | 5.9% | PE50.4x | |
| CCET Cal-Comp Electronics (Thailand) | ฿5.55 | 8.8% +฿4.7b | 145.6% | PE22.3x | |
| FORTH Forth Corporation | ฿9.35 | 17.6% +฿1.3b | -43.3% | PE39.5x | |
| JMART Jaymart Group Holdings | ฿8.30 | 10.7% +฿1.2b | -41.1% | PE10.7x | |
| DITTO Ditto (Thailand) | ฿11.90 | 15.5% +฿1.1b | -42.2% | PE18x |