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Thai (SET) Electronic Equipment and Components Industry Analysis
UpdatedDec 26, 2025
DataAggregated Company Financials
Companies25
- 7D2.2%
- 3M6.6%
- 1Y7.1%
- YTD16.1%
Over the last 7 days, the Electronic Equipment and Components industry has risen 2.2%, driven by gains from Delta Electronics (Thailand) of 2.4%. In the same time, KCE Electronics was down 10%. This takes the industry's 12 month performance to a gain of 7.1%. 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 |
|---|---|---|---|---|---|---|
| Sat, 27 Dec 2025 | ฿2.3t | ฿556.6b | ฿26.2b | 11.7x | 88.5x | 4.2x |
| Mon, 24 Nov 2025 | ฿2.7t | ฿556.6b | ฿26.2b | 11.7x | 102.6x | 4.8x |
| Wed, 22 Oct 2025 | ฿2.6t | ฿547.8b | ฿24.2b | 12.6x | 109.7x | 4.8x |
| Fri, 19 Sep 2025 | ฿2.2t | ฿547.8b | ฿24.2b | 14.3x | 92.9x | 4.1x |
| Sun, 17 Aug 2025 | ฿2.1t | ฿548.1b | ฿24.1b | 13.8x | 85.8x | 3.8x |
| Tue, 15 Jul 2025 | ฿1.6t | ฿549.3b | ฿26.7b | 12.6x | 59.3x | 2.9x |
| Thu, 12 Jun 2025 | ฿1.4t | ฿549.3b | ฿26.7b | 12.8x | 53.9x | 2.6x |
| Sat, 10 May 2025 | ฿1.5t | ฿546.2b | ฿27.0b | 14x | 55.6x | 2.7x |
| Mon, 07 Apr 2025 | ฿878.9b | ฿541.5b | ฿25.9b | 12.5x | 33.9x | 1.6x |
| Wed, 05 Mar 2025 | ฿1.1t | ฿9.7t | ฿247.0b | 12.5x | 4.3x | 0.1x |
| Fri, 31 Jan 2025 | ฿1.8t | ฿534.8b | ฿31.7b | 13.9x | 57.8x | 3.4x |
| Sun, 29 Dec 2024 | ฿2.2t | ฿534.8b | ฿31.7b | 14.6x | 68.3x | 4x |
| Tue, 26 Nov 2024 | ฿2.1t | ฿535.1b | ฿31.9b | 16.2x | 65.1x | 3.9x |
| Thu, 24 Oct 2024 | ฿1.9t | ฿529.5b | ฿31.7b | 21.4x | 59.6x | 3.6x |
| Sat, 21 Sep 2024 | ฿1.6t | ฿529.5b | ฿31.7b | 21.8x | 49.9x | 3x |
| Mon, 19 Aug 2024 | ฿1.5t | ฿529.7b | ฿31.7b | 16.7x | 47.8x | 2.9x |
| Wed, 17 Jul 2024 | ฿1.4t | ฿527.5b | ฿29.2b | 19.9x | 48.5x | 2.7x |
| Fri, 14 Jun 2024 | ฿1.2t | ฿527.5b | ฿29.2b | 17.3x | 41.9x | 2.3x |
| Sun, 12 May 2024 | ฿1.1t | ฿533.1b | ฿28.6b | 19.5x | 39.7x | 2.1x |
| Tue, 09 Apr 2024 | ฿1.2t | ฿529.3b | ฿27.9b | 19.6x | 41.2x | 2.2x |
| Thu, 07 Mar 2024 | ฿1.1t | ฿529.4b | ฿27.9b | 16.5x | 39.1x | 2.1x |
| Sat, 03 Feb 2024 | ฿1.3t | ฿541.0b | ฿28.9b | 18.7x | 43.9x | 2.3x |
| Mon, 01 Jan 2024 | ฿1.4t | ฿541.0b | ฿28.9b | 18.1x | 47.7x | 2.6x |
| Wed, 29 Nov 2023 | ฿1.3t | ฿541.0b | ฿28.9b | 15.6x | 44.4x | 2.4x |
| Fri, 27 Oct 2023 | ฿1.2t | ฿550.8b | ฿28.0b | 17.1x | 41.2x | 2.1x |
| Sun, 24 Sep 2023 | ฿1.6t | ฿550.3b | ฿27.9b | 19.3x | 58.8x | 3x |
| Tue, 22 Aug 2023 | ฿1.5t | ฿550.3b | ฿27.9b | 18.5x | 54.6x | 2.8x |
| Thu, 20 Jul 2023 | ฿1.6t | ฿542.8b | ฿27.8b | 19x | 56.8x | 2.9x |
| Sat, 17 Jun 2023 | ฿1.7t | ฿542.8b | ฿27.8b | 18.9x | 59.9x | 3.1x |
| Mon, 15 May 2023 | ฿1.2t | ฿539.8b | ฿29.0b | 16x | 42x | 2.3x |
| Wed, 12 Apr 2023 | ฿1.5t | ฿533.5b | ฿28.1b | 18.4x | 53.3x | 2.8x |
| Fri, 10 Mar 2023 | ฿1.6t | ฿527.7b | ฿27.0b | 22.3x | 57.7x | 3x |
| Sun, 05 Feb 2023 | ฿1.6t | ฿506.5b | ฿25.5b | 26.9x | 61.4x | 3.1x |
| Tue, 03 Jan 2023 | ฿1.4t | ฿505.3b | ฿25.3b | 21.4x | 53.5x | 2.7x |
Price to Earnings Ratio
53.5x
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 88.5x which is higher than its 3-year average PE of 57.2x.
- The 3-year average PS ratio of 3.0x is lower than the industry's current PS ratio of 4.2x.
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 | 1.17% | |
| Tech | 2.14% | |
| Electronic Equipment and Components | 2.21% | |
| Electronic Components | 2.26% | |
| Electronic Manufacturing Services | 2.01% | |
| Electronic Equipment and Instruments | 0.79% | |
| Technology Distributors | 0.67% | |
Industry PE
- Investors are most optimistic about the Electronic Components industry which is trading above its 3-year average PE ratio of 70.6x.
- 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 | |
|---|---|---|---|---|---|
| DELTA Delta Electronics (Thailand) | ฿170.00 | 0.6% +฿12.5b | 11.5% | PE107.6x | |
| CCET Cal-Comp Electronics (Thailand) | ฿4.56 | 1.3% +฿627.0m | -53.2% | PE21.3x | |
| NEX Nex Point | ฿1.23 | 7.9% +฿536.7m | 89.2% | PS9.9x | |
| SDC Samart Digital | ฿0.04 | 33.3% +฿345.2m | 0% | PE21.3x | |
| SIS SiS Distribution (Thailand) | ฿20.40 | 3.6% +฿245.1m | -28.4% | PE8.5x |