Have your own idea? Try our Stock Screener
Thai (SET) Electronic Equipment and Components Industry Analysis
UpdatedJan 15, 2026
DataAggregated Company Financials
Companies25
- 7D-13.2%
- 3M-17.3%
- 1Y9.1%
- YTD-13.0%
Over the last 7 days, the Electronic Equipment and Components industry has dropped 13%, driven by Delta Electronics (Thailand) declining 14%. In the past year, the industry has gained 9.1%. As for the next few years, earnings are expected to grow by 26% 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 |
|---|---|---|---|---|---|---|
| Thu, 15 Jan 2026 | ฿2.2t | ฿556.6b | ฿26.2b | 11.3x | 82.6x | 3.9x |
| Sat, 13 Dec 2025 | ฿2.4t | ฿556.6b | ฿26.2b | 11.6x | 93.3x | 4.4x |
| Mon, 10 Nov 2025 | ฿3.0t | ฿557.6b | ฿25.8b | 12.7x | 115.9x | 5.4x |
| Wed, 08 Oct 2025 | ฿2.6t | ฿547.8b | ฿24.2b | 13.6x | 106.6x | 4.7x |
| Fri, 05 Sep 2025 | ฿2.0t | ฿547.8b | ฿24.2b | 14.3x | 83.6x | 3.7x |
| Sun, 03 Aug 2025 | ฿2.0t | ฿552.0b | ฿24.8b | 12.9x | 79.9x | 3.6x |
| Tue, 01 Jul 2025 | ฿1.4t | ฿549.3b | ฿26.7b | 11.8x | 51.4x | 2.5x |
| Thu, 29 May 2025 | ฿1.5t | ฿549.3b | ฿26.7b | 12.6x | 55.1x | 2.7x |
| Sat, 26 Apr 2025 | ฿1.2t | ฿541.5b | ฿25.9b | 14.5x | 46.9x | 2.2x |
| Mon, 24 Mar 2025 | ฿1.1t | ฿541.5b | ฿25.9b | 14.4x | 40.7x | 1.9x |
| Wed, 19 Feb 2025 | ฿1.2t | ฿539.9b | ฿29.5b | 13.3x | 40.1x | 2.2x |
| Fri, 17 Jan 2025 | ฿2.0t | ฿534.8b | ฿31.7b | 13.7x | 61.9x | 3.7x |
| Sun, 15 Dec 2024 | ฿2.2t | ฿534.8b | ฿31.7b | 14.7x | 68x | 4x |
| Tue, 12 Nov 2024 | ฿2.2t | ฿532.2b | ฿32.2b | 20.9x | 69x | 4.2x |
| Thu, 10 Oct 2024 | ฿1.6t | ฿529.5b | ฿31.7b | 21.3x | 51.1x | 3.1x |
| Sat, 07 Sep 2024 | ฿1.5t | ฿529.5b | ฿31.7b | 21.1x | 47.2x | 2.8x |
| Mon, 05 Aug 2024 | ฿1.5t | ฿533.5b | ฿31.1b | 18.4x | 47.9x | 2.8x |
| Wed, 03 Jul 2024 | ฿1.3t | ฿527.5b | ฿29.2b | 19x | 43.1x | 2.4x |
| Fri, 31 May 2024 | ฿1.2t | ฿527.2b | ฿29.2b | 17.5x | 39.5x | 2.2x |
| Sun, 28 Apr 2024 | ฿1.2t | ฿535.1b | ฿28.6b | 18.7x | 40.4x | 2.2x |
| Tue, 26 Mar 2024 | ฿1.2t | ฿529.3b | ฿27.9b | 18.7x | 41.2x | 2.2x |
| Thu, 22 Feb 2024 | ฿1.2t | ฿539.7b | ฿28.9b | 15.8x | 41.1x | 2.2x |
| Sat, 20 Jan 2024 | ฿1.3t | ฿541.0b | ฿28.9b | 19x | 45.7x | 2.4x |
| Mon, 18 Dec 2023 | ฿1.3t | ฿541.0b | ฿28.9b | 17.8x | 45.4x | 2.4x |
| Wed, 15 Nov 2023 | ฿1.2t | ฿556.5b | ฿29.2b | 14.4x | 41.9x | 2.2x |
| Fri, 13 Oct 2023 | ฿1.3t | ฿550.3b | ฿27.9b | 19.1x | 48.1x | 2.4x |
| Sun, 10 Sep 2023 | ฿1.6t | ฿550.3b | ฿27.9b | 20.2x | 58x | 2.9x |
| Tue, 08 Aug 2023 | ฿1.7t | ฿550.8b | ฿28.2b | 19.5x | 59.6x | 3x |
| Thu, 06 Jul 2023 | ฿1.5t | ฿542.8b | ฿27.8b | 18.1x | 52.4x | 2.7x |
| Sat, 03 Jun 2023 | ฿1.5t | ฿542.8b | ฿27.8b | 17.9x | 54.3x | 2.8x |
| Mon, 01 May 2023 | ฿1.2t | ฿541.3b | ฿28.9b | 16.5x | 40.2x | 2.1x |
| Wed, 29 Mar 2023 | ฿1.5t | ฿533.5b | ฿28.1b | 19.3x | 54x | 2.8x |
| Fri, 24 Feb 2023 | ฿1.5t | ฿519.6b | ฿26.0b | 24.1x | 59.3x | 3x |
| Sun, 22 Jan 2023 | ฿1.4t | ฿505.3b | ฿25.3b | 23x | 55.3x | 2.8x |
Price to Earnings Ratio
55.3x
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 82.6x which is higher than its 3-year average PE of 57.8x.
- The 3-year average PS ratio of 3.0x is lower than the industry's current PS ratio of 3.9x.
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 | -2.88% | |
| Tech | -13.03% | |
| Electronic Equipment and Components | -13.24% | |
| Electronic Manufacturing Services | 0.095% | |
| Electronic Equipment and Instruments | -6.25% | |
| Technology Distributors | -7.57% | |
| Electronic Components | -13.85% | |
Industry PE
- Investors are most optimistic about the Electronic Components industry which is trading above its 3-year average PE ratio of 71.4x.
- Analysts are expecting annual earnings growth of 25.6%, 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 29.7x.
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 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 | |
|---|---|---|---|---|---|
| DELTA Delta Electronics (Thailand) | ฿164.50 | 1.5% +฿31.2b | 18.8% | PE104.1x | |
| CCET Cal-Comp Electronics (Thailand) | ฿4.92 | 10.8% +฿5.0b | -40.4% | PE23x | |
| KCE KCE Electronics | ฿18.30 | 1.7% +฿354.6m | -18.3% | PE21.8x | |
| HANA Hana Microelectronics | ฿16.20 | 0.6% +฿88.5m | -29.6% | PS0.7x | |
| SMT Stars Microelectronics (Thailand) | ฿1.15 | 6.5% +฿56.9m | -16.7% | PS0.5x |