Thai (SET) Electronic Components Industry Analysis
UpdatedApr 28, 2024
DataAggregated Company Financials
Companies4
- 7D6.4%
- 3M-10.1%
- 1Y1.2%
- YTDn/a
In the last week, the Electronic Components industry is up 6.4%, with all of the companies up. Despite this gain, the industry's performance has been flat over the past year. Earnings are forecast to grow by 11% annually.
Industry Valuation and Performance
Has the Thai Electronic Components Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 28 Apr 2024 | ฿990.1b | ฿194.8b | ฿21.9b | 26.3x | 45.2x | 5.1x |
| Tue, 26 Mar 2024 | ฿981.0b | ฿189.1b | ฿21.2b | 27x | 46.2x | 5.2x |
| Thu, 22 Feb 2024 | ฿1.0t | ฿191.8b | ฿21.4b | 24.2x | 47x | 5.2x |
| Sat, 20 Jan 2024 | ฿1.1t | ฿191.0b | ฿20.8b | 27.4x | 54.4x | 5.9x |
| Mon, 18 Dec 2023 | ฿1.1t | ฿191.0b | ฿20.8b | 30.2x | 54.3x | 5.9x |
| Wed, 15 Nov 2023 | ฿1.1t | ฿192.3b | ฿21.1b | 27.3x | 50.5x | 5.5x |
| Fri, 13 Oct 2023 | ฿1.1t | ฿183.1b | ฿19.7b | 30.1x | 58.2x | 6.3x |
| Sun, 10 Sep 2023 | ฿1.4t | ฿183.1b | ฿19.7b | 32.2x | 71.5x | 7.7x |
| Tue, 08 Aug 2023 | ฿1.5t | ฿181.8b | ฿19.5b | 36.1x | 76.4x | 8.2x |
| Thu, 06 Jul 2023 | ฿1.3t | ฿173.8b | ฿19.1b | 34.5x | 66.6x | 7.3x |
| Sat, 03 Jun 2023 | ฿1.3t | ฿173.8b | ฿19.1b | 41.6x | 68.6x | 7.5x |
| Mon, 01 May 2023 | ฿974.9b | ฿171.3b | ฿19.3b | 37.7x | 50.5x | 5.7x |
| Wed, 29 Mar 2023 | ฿1.3t | ฿163.6b | ฿18.5b | 51.4x | 70.5x | 8x |
| Fri, 24 Feb 2023 | ฿1.3t | ฿158.9b | ฿18.1b | 24.1x | 71.5x | 8.2x |
| Sun, 22 Jan 2023 | ฿1.2t | ฿146.0b | ฿16.3b | 23x | 71.3x | 8x |
| Tue, 20 Dec 2022 | ฿946.2b | ฿146.0b | ฿16.3b | 22.3x | 57.9x | 6.5x |
| Thu, 17 Nov 2022 | ฿885.1b | ฿142.7b | ฿16.1b | 23x | 54.9x | 6.2x |
| Sat, 15 Oct 2022 | ฿881.8b | ฿131.8b | ฿13.1b | 19.3x | 67.1x | 6.7x |
| Mon, 12 Sep 2022 | ฿927.6b | ฿131.8b | ฿13.1b | 23.6x | 70.6x | 7x |
| Wed, 10 Aug 2022 | ฿778.2b | ฿130.9b | ฿13.3b | 29.4x | 58.4x | 5.9x |
| Fri, 08 Jul 2022 | ฿509.3b | ฿123.6b | ฿10.7b | 26x | 47.5x | 4.1x |
| Sun, 05 Jun 2022 | ฿530.7b | ฿123.6b | ฿10.7b | 30.9x | 49.5x | 4.3x |
| Tue, 03 May 2022 | ฿560.4b | ฿122.7b | ฿10.7b | 30x | 52.6x | 4.6x |
| Thu, 31 Mar 2022 | ฿608.1b | ฿117.1b | ฿9.6b | 31.9x | 63.1x | 5.2x |
| Sat, 26 Feb 2022 | ฿607.5b | ฿117.2b | ฿9.5b | 29.5x | 63.8x | 5.2x |
| Mon, 24 Jan 2022 | ฿617.5b | ฿111.7b | ฿8.7b | 42.1x | 70.9x | 5.5x |
| Wed, 22 Dec 2021 | ฿642.3b | ฿111.7b | ฿8.7b | 49.8x | 73.7x | 5.8x |
| Fri, 19 Nov 2021 | ฿672.2b | ฿111.6b | ฿8.8b | 51.5x | 76.8x | 6x |
| Sun, 17 Oct 2021 | ฿679.2b | ฿107.2b | ฿9.8b | 54.1x | 69x | 6.3x |
| Tue, 14 Sep 2021 | ฿840.2b | ฿107.2b | ฿9.8b | 53.8x | 85.4x | 7.8x |
| Thu, 12 Aug 2021 | ฿830.9b | ฿107.2b | ฿9.8b | 55.3x | 84.5x | 7.8x |
| Mon, 07 Jun 2021 | ฿821.8b | ฿98.2b | ฿9.4b | 69.3x | 87x | 8.4x |
Price to Earnings Ratio
55.6x
Current Industry PE
- Investors are pessimistic on the Thai Electronic Components industry, indicating that they anticipate long term growth rates will be lower than they have historically.
- The industry is trading at a PE ratio of 46.7x which is lower than its 3-year average PE of 64.3x.
- The 3-year average PS ratio of 6.4x is higher than the industry's current PS ratio of 5.2x.
Past Earnings Growth
- The earnings for companies in the Electronic Components industry have grown 31% per year over the last three years.
- Revenues for these companies have grown 24% per year.
- This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.
Industry Comparison
How does Thai Electronic Components compare with similar industries?
| TH Market | 2.10% | |
| Tech | 5.78% | |
| Electronic Equipment and Components | 6.12% | |
| Electronic Components | 6.42% | |
| Electronic Manufacturing Services | 5.37% | |
| Technology Distributors | 3.19% | |
| Electronic Equipment and Instruments | 2.05% | |
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.
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) | ฿73.75 | 6.5% +฿56.1b | 1.4% | PE48.1x | |
| KCE KCE Electronics | ฿40.00 | 7.4% +฿3.3b | 5.3% | PE27.5x | |
| NEX Nex Point | ฿9.10 | 1.7% +฿279.5m | -12.5% | PE25.1x | |
| METCO Muramoto Electron (Thailand) | ฿225.00 | 1.4% +฿62.7m | -7.4% | PE13.5x |