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Thai (SET) Electronic Equipment and Components Industry Analysis
UpdatedAug 19, 2025
DataAggregated Company Financials
Companies25
- 7D1.8%
- 3M33.7%
- 1Y35.0%
- YTD2.3%
In the last week, the Electronic Equipment and Components industry is up 3.1%, with Delta Electronics (Thailand) up 3.8%. During this same period, the Cal-Comp Electronics (Thailand) underperformed, falling 5.3%. In the last 12 months, the industry was up 36%. Earnings are forecast to grow by 19% 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, 19 Aug 2025 | ฿2.0t | ฿547.8b | ฿24.2b | 13.5x | 84.5x | 3.7x |
| Thu, 17 Jul 2025 | ฿1.6t | ฿549.3b | ฿26.7b | 12.8x | 60.8x | 3x |
| Sat, 14 Jun 2025 | ฿1.4t | ฿549.3b | ฿26.7b | 12.5x | 52.9x | 2.6x |
| Mon, 12 May 2025 | ฿1.5t | ฿547.1b | ฿27.3b | 14.3x | 54.8x | 2.7x |
| Wed, 09 Apr 2025 | ฿902.6b | ฿541.5b | ฿25.9b | 12.6x | 34.8x | 1.7x |
| Fri, 07 Mar 2025 | ฿1.2t | ฿541.5b | ฿25.9b | 14.3x | 44.9x | 2.1x |
| Sun, 02 Feb 2025 | ฿1.8t | ฿534.8b | ฿31.7b | 13.8x | 56.7x | 3.4x |
| Tue, 31 Dec 2024 | ฿2.2t | ฿534.8b | ฿31.7b | 14.6x | 68.4x | 4.1x |
| Thu, 28 Nov 2024 | ฿2.1t | ฿534.8b | ฿31.7b | 15.9x | 67.6x | 4x |
| Sat, 26 Oct 2024 | ฿2.0t | ฿529.5b | ฿31.7b | 21.8x | 61.6x | 3.7x |
| Mon, 23 Sep 2024 | ฿1.6t | ฿529.5b | ฿31.7b | 21.8x | 49.9x | 3x |
| Wed, 21 Aug 2024 | ฿1.5t | ฿529.6b | ฿31.7b | 18.7x | 48.7x | 2.9x |
| Fri, 19 Jul 2024 | ฿1.4t | ฿527.5b | ฿29.2b | 19x | 47.8x | 2.6x |
| Sun, 16 Jun 2024 | ฿1.2t | ฿527.5b | ฿29.2b | 17x | 42.4x | 2.4x |
| Tue, 14 May 2024 | ฿1.1t | ฿533.2b | ฿28.6b | 19.3x | 39.2x | 2.1x |
| Thu, 11 Apr 2024 | ฿1.2t | ฿529.3b | ฿27.9b | 20.2x | 44.5x | 2.4x |
| Sat, 09 Mar 2024 | ฿1.1t | ฿529.3b | ฿27.9b | 17x | 40.1x | 2.1x |
| Mon, 05 Feb 2024 | ฿1.3t | ฿541.0b | ฿28.9b | 18.7x | 43.9x | 2.3x |
| Wed, 03 Jan 2024 | ฿1.4t | ฿541.0b | ฿28.9b | 18.9x | 49.4x | 2.6x |
| Fri, 01 Dec 2023 | ฿1.2t | ฿541.0b | ฿28.9b | 15.1x | 42.6x | 2.3x |
| Sun, 29 Oct 2023 | ฿1.2t | ฿560.1b | ฿29.4b | 17x | 41.3x | 2.2x |
| Tue, 26 Sep 2023 | ฿1.6t | ฿550.3b | ฿27.9b | 19.1x | 57.6x | 2.9x |
| Thu, 24 Aug 2023 | ฿1.6t | ฿550.3b | ฿27.9b | 19.5x | 56.6x | 2.9x |
| Sat, 22 Jul 2023 | ฿1.6t | ฿542.8b | ฿27.8b | 19x | 56.6x | 2.9x |
| Mon, 19 Jun 2023 | ฿1.7t | ฿542.8b | ฿27.8b | 18.9x | 59.9x | 3.1x |
| Wed, 17 May 2023 | ฿1.3t | ฿539.8b | ฿29.0b | 15.1x | 43.2x | 2.3x |
| Fri, 14 Apr 2023 | ฿1.5t | ฿533.5b | ฿28.1b | 18.2x | 52.5x | 2.8x |
| Sun, 12 Mar 2023 | ฿1.5t | ฿532.1b | ฿26.9b | 23.6x | 57.5x | 2.9x |
| Tue, 07 Feb 2023 | ฿1.6t | ฿506.5b | ฿25.5b | 26.3x | 61.1x | 3.1x |
| Thu, 05 Jan 2023 | ฿1.5t | ฿505.3b | ฿25.3b | 21.2x | 57.5x | 2.9x |
| Sat, 03 Dec 2022 | ฿1.3t | ฿505.3b | ฿25.3b | 23.1x | 51.5x | 2.6x |
| Mon, 31 Oct 2022 | ฿1.1t | ฿476.4b | ฿25.7b | 19.8x | 41.2x | 2.2x |
| Wed, 28 Sep 2022 | ฿1.1t | ฿466.4b | ฿22.8b | 21.7x | 48.6x | 2.4x |
| Fri, 26 Aug 2022 | ฿1.1t | ฿466.4b | ฿22.8b | 24.1x | 46.2x | 2.3x |
Price to Earnings Ratio
46.2x
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 85.7x which is higher than its 3-year average PE of 51.0x.
- The 3-year average PS ratio of 2.7x is lower than the industry's current PS ratio of 3.8x.
Past Earnings Growth
- The earnings for companies in the Electronic industry have grown 2.0% per year over the last three years.
- Revenues for these companies have grown 5.5% 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 | -1.34% | |
| Tech | 1.60% | |
| Electronic Equipment and Components | 1.75% | |
| Electronic Equipment and Instruments | 9.92% | |
| Electronic Components | 2.46% | |
| Electronic Manufacturing Services | -5.43% | |
| Technology Distributors | -7.09% | |
Industry PE
- Investors are most optimistic about the Electronic Components industry which is trading above its 3-year average PE ratio of 62.7x.
- Analysts are expecting annual earnings growth of 17.9%, which is higher than its past year's earnings decline of 13.5% per year.
- Investors are most pessimistic about the Technology Distributors industry, which is trading below its 3-year average of 31.6x.
Forecasted Growth
- Analysts are most optimistic on the Electronic Manufacturing Services industry, expecting annual earnings growth of 36% 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 8.6% 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) | ฿147.50 | 2.4% +฿43.7b | 43.2% | PE101.2x | |
| KCE KCE Electronics | ฿25.25 | 4.3% +฿1.2b | -34.4% | PE32.8x | |
| METCO Muramoto Electron (Thailand) | ฿221.00 | 9.4% +฿397.1m | 19.5% | PE7.4x | |
| DITTO Ditto (Thailand) | ฿12.70 | 4.1% +฿347.0m | -21.1% | PE16.2x | |
| LOXLEY Loxley | ฿1.33 | 9.9% +฿271.8m | -5.0% | PE34.8x |