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Thai (SET) Electronic Equipment and Components Industry Analysis

UpdatedNov 28, 2022
DataAggregated Company Financials
Companies24
  • 7D-0.6%
  • 3M11.9%
  • 1Y21.8%
  • YTD21.3%

Over the last 7 days, the Electronic Equipment and Components industry has remained flat, although notably KCE Electronics declined by 8.8%. The past year has been better, since the industry has gained 22% in that time. Looking forward, 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?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 28 Nov 2022฿1.1t฿504.1b฿25.2b21.6x45.4x2.3x
Wed, 26 Oct 2022฿1.2t฿466.4b฿22.8b20.6x50.7x2.5x
Fri, 23 Sep 2022฿1.1t฿466.4b฿22.8b22.9x50.4x2.5x
Sun, 21 Aug 2022฿1.1t฿466.4b฿22.8b23.7x46.3x2.3x
Tue, 19 Jul 2022฿721.5b฿441.7b฿20.1b20.3x35.8x1.6x
Thu, 16 Jun 2022฿736.9b฿441.7b฿20.1b18.7x36.6x1.7x
Sat, 14 May 2022฿750.9b฿427.3b฿19.9b21.7x37.7x1.8x
Mon, 11 Apr 2022฿845.4b฿419.3b฿18.7b25.9x45.1x2x
Wed, 09 Mar 2022฿772.0b฿419.3b฿18.7b24.2x41.2x1.8x
Fri, 04 Feb 2022฿883.5b฿399.3b฿16.9b26.3x52.4x2.2x
Sun, 02 Jan 2022฿951.7b฿399.3b฿16.9b30.5x56.5x2.4x
Tue, 30 Nov 2021฿947.8b฿399.3b฿16.9b30.1x56.2x2.4x
Thu, 28 Oct 2021฿907.3b฿387.0b฿16.4b31.8x55.3x2.3x
Sat, 25 Sep 2021฿956.9b฿387.0b฿16.4b32.2x58.3x2.5x
Mon, 23 Aug 2021฿1.0t฿387.0b฿16.4b28.9x62.7x2.7x
Sat, 10 Jul 2021฿1.0t฿386.2b฿16.4b30.7x63.4x2.7x
Fri, 02 Apr 2021฿620.3b฿368.0b฿15.2b24.3x40.7x1.7x
Mon, 04 Jan 2021฿783.9b฿349.8b฿13.6b19.8x57.6x2.2x
Thu, 08 Oct 2020฿350.9b฿335.0b฿11.6b18.8x30.2x1x
Wed, 01 Jul 2020฿178.2b฿327.0b฿8.8b17.4x20.3x0.5x
Sat, 04 Apr 2020฿120.0b฿331.3b฿7.8b12.2x15.3x0.4x
Tue, 07 Jan 2020฿186.3b฿339.3b฿7.8b16x23.9x0.5x
Price to Earnings Ratio

25.5x


Total Market Cap: ฿173.7bTotal Earnings: ฿6.8bTotal Revenue: ฿353.9bTotal Market Cap vs Earnings and Revenue0%0%0%
Thai Electronic Equipment and Components Industry Price to Earnings3Y Average 42.3x202020212022
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 45.8x which is higher than its 3-year average PE of 42.3x.
  • The 3-year average PS ratio of 1.7x is lower than the industry's current PS ratio of 2.3x.
Past Earnings Growth
  • The earnings for companies in the Electronic industry have grown 54% per year over the last three years.
  • Revenues for these companies have grown 12% 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 Market0.16%
Tech-0.66%
Electronic Equipment and Components-0.58%
Electronic Components-0.27%
Electronic Equipment and Instruments-0.93%
Electronic Manufacturing Services-1.52%
Technology Distributors-2.15%
Industry PE
  • Investors are most optimistic about the Electronic Components industry, which is trading close to its 3-year average PE ratio of 53.7x.
    • Analysts expect its future annual earnings growth (18.8%) to be largely in line with prior year's earnings growth.
  • Investors are most pessimistic about the Technology Distributors industry, which is trading below its 3-year average of 28.2x.
Forecasted Growth
  • Analysts are most optimistic on the Electronic Manufacturing Services industry, expecting annual earnings growth of 29% over the next 5 years.
  • This is better than its past earnings growth rate of 14% per year.
  • In contrast, the Technology Distributors industry is expected to see its earnings grow by 12% 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
DELTA Delta Electronics (Thailand)฿662.000.3%
+฿2.5b
58.4%PE62.3x
TEAM Team Precision฿7.4540.6%
+฿1.4b
58.5%PE19.6x
NEX Nex Point฿18.601.1%
+฿334.9m
50.0%PS16.4x
SVI SVI฿9.551.6%
+฿323.0m
6.1%PE11.1x
MSC Metro Systems Corporation฿10.102.0%
+฿72.0m
56.6%PE12.8x
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Latest News

METCO

฿256.00

Muramoto Electron (Thailand)

7D

0.4%

1Y

-20.7%

HANA

฿49.75

Hana Microelectronics

7D

-1.5%

1Y

-45.0%

TEAM

฿7.45

Team Precision

7D

40.6%

1Y

58.5%

SECURE

฿16.80

nForce Secure

7D

0.6%

1Y

-44.5%

TWZ

฿0.06

TWZ Corporation

7D

-14.3%

1Y

-45.5%

JMART

฿43.00

Jay Mart

7D

-2.3%

1Y

-14.4%

FORTH

฿35.25

Forth Corporation

7D

-6.6%

1Y

72.8%

SVI

฿9.55

SVI

7D

1.6%

1Y

6.1%

SIS

฿26.00

SiS Distribution (Thailand)

7D

-2.8%

1Y

-35.4%

SDC

฿0.15

Samart Digital

7D

-16.7%

1Y

-74.6%

NEX

฿18.60

Nex Point

7D

1.1%

1Y

50.0%

MSC

฿10.10

Metro Systems Corporation

7D

2.0%

1Y

56.6%

KCE

฿46.75

KCE Electronics

7D

-8.8%

1Y

-48.6%

DELTA

฿662.00

Delta Electronics (Thailand)

7D

0.3%

1Y

58.4%

CCET

฿2.32

Cal-Comp Electronics (Thailand)

7D

-4.1%

1Y

-22.4%