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Thai (SET) Electronic Equipment and Components Industry Analysis

UpdatedDec 13, 2025
DataAggregated Company Financials
Companies25
  • 7D-8.1%
  • 3M12.5%
  • 1Y13.4%
  • YTD22.5%

Over the last 7 days, the Electronic Equipment and Components industry has dropped 6.7%, driven by a pullback from Delta Electronics (Thailand) of 8.5%. This takes the industry's 12 month performance to a gain of 13%. 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?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 13 Dec 2025฿2.4t฿556.6b฿26.2b11.6x93.3x4.4x
Mon, 10 Nov 2025฿3.0t฿557.6b฿25.8b12.7x115.9x5.4x
Wed, 08 Oct 2025฿2.6t฿547.8b฿24.2b13.6x106.6x4.7x
Fri, 05 Sep 2025฿2.0t฿547.8b฿24.2b14.3x83.6x3.7x
Sun, 03 Aug 2025฿2.0t฿552.0b฿24.8b12.9x79.9x3.6x
Tue, 01 Jul 2025฿1.4t฿549.3b฿26.7b11.8x51.4x2.5x
Thu, 29 May 2025฿1.5t฿549.3b฿26.7b12.6x55.1x2.7x
Sat, 26 Apr 2025฿1.2t฿541.5b฿25.9b14.5x46.9x2.2x
Mon, 24 Mar 2025฿1.1t฿541.5b฿25.9b14.4x40.7x1.9x
Wed, 19 Feb 2025฿1.2t฿539.9b฿29.5b13.3x40.1x2.2x
Fri, 17 Jan 2025฿2.0t฿534.8b฿31.7b13.7x61.9x3.7x
Sun, 15 Dec 2024฿2.2t฿534.8b฿31.7b14.7x68x4x
Tue, 12 Nov 2024฿2.2t฿532.2b฿32.2b20.9x69x4.2x
Thu, 10 Oct 2024฿1.6t฿529.5b฿31.7b21.3x51.1x3.1x
Sat, 07 Sep 2024฿1.5t฿529.5b฿31.7b21.1x47.2x2.8x
Mon, 05 Aug 2024฿1.5t฿533.5b฿31.1b18.4x47.9x2.8x
Wed, 03 Jul 2024฿1.3t฿527.5b฿29.2b19x43.1x2.4x
Fri, 31 May 2024฿1.2t฿527.2b฿29.2b17.5x39.5x2.2x
Sun, 28 Apr 2024฿1.2t฿535.1b฿28.6b18.7x40.4x2.2x
Tue, 26 Mar 2024฿1.2t฿529.3b฿27.9b18.7x41.2x2.2x
Thu, 22 Feb 2024฿1.2t฿539.7b฿28.9b15.8x41.1x2.2x
Sat, 20 Jan 2024฿1.3t฿541.0b฿28.9b19x45.7x2.4x
Mon, 18 Dec 2023฿1.3t฿541.0b฿28.9b17.8x45.4x2.4x
Wed, 15 Nov 2023฿1.2t฿556.5b฿29.2b14.4x41.9x2.2x
Fri, 13 Oct 2023฿1.3t฿550.3b฿27.9b19.1x48.1x2.4x
Sun, 10 Sep 2023฿1.6t฿550.3b฿27.9b20.2x58x2.9x
Tue, 08 Aug 2023฿1.7t฿550.8b฿28.2b19.5x59.6x3x
Thu, 06 Jul 2023฿1.5t฿542.8b฿27.8b18.1x52.4x2.7x
Sat, 03 Jun 2023฿1.5t฿542.8b฿27.8b17.9x54.3x2.8x
Mon, 01 May 2023฿1.2t฿541.3b฿28.9b16.5x40.2x2.1x
Wed, 29 Mar 2023฿1.5t฿533.5b฿28.1b19.3x54x2.8x
Fri, 24 Feb 2023฿1.5t฿519.6b฿26.0b24.1x59.3x3x
Sun, 22 Jan 2023฿1.4t฿505.3b฿25.3b23x55.3x2.8x
Tue, 20 Dec 2022฿1.2t฿505.3b฿25.3b20.4x46.2x2.3x
Price to Earnings Ratio

46.2x


Total Market Cap: ฿1.2tTotal Earnings: ฿25.3bTotal Revenue: ฿505.3bTotal Market Cap vs Earnings and Revenue0%0%0%
Thai Electronic Equipment and Components Industry Price to Earnings3Y Average 56.7x202320242025
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 94.8x which is higher than its 3-year average PE of 56.6x.
  • The 3-year average PS ratio of 2.9x is lower than the industry's current PS ratio of 4.5x.
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-1.55%
Tech-7.92%
Electronic Equipment and Components-8.09%
Technology Distributors-1.30%
Electronic Equipment and Instruments-1.41%
Electronic Manufacturing Services-1.84%
Electronic Components-8.45%
Industry PE
  • Investors are most optimistic about the Electronic Components industry which is trading above its 3-year average PE ratio of 69.9x.
    • 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 30.1x.
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?

CompanyLast Price7D1YValuation
SAMART Samart Corporation฿5.452.8%
+฿151.0m
-22.1%PE11.6x
JMART Jaymart Group Holdings฿7.001.4%
+฿146.4m
-48.5%PE15.9x
NEX Nex Point฿1.101.9%
+฿119.3m
50.7%PS8.8x
SVI SVI฿7.300.7%
+฿107.7m
-2.7%PE19x
SIMAT Simat Technologies฿1.3310.8%
+฿84.3m
-16.4%PE13.2x

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