Narrative Update • Aug 10
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Thai (SET) Electronic Components Industry Analysis
UpdatedAug 12, 2026
DataAggregated Company Financials
Companies4
- 7D0.8%
- 3M-18.2%
- 1Y86.5%
- YTDn/a
Over the last 7 days, the Electronic Components industry has dropped 5.6%, driven by KCE Electronics declining 1.7%. This takes the industry's 12 month performance to a gain of 82%. Looking forward, earnings are forecast to grow by 24% 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 |
|---|---|---|---|---|---|---|
| Wed, 12 Aug 2026 | ฿3.4t | ฿268.9b | ฿31.1b | 62.8x | 110.1x | 12.7x |
| Fri, 10 Jul 2026 | ฿3.9t | ฿247.9b | ฿29.6b | 57.5x | 132.6x | 15.8x |
| Sun, 07 Jun 2026 | ฿4.3t | ฿247.9b | ฿29.6b | 51.9x | 146.4x | 17.5x |
| Tue, 05 May 2026 | ฿4.0t | ฿247.7b | ฿29.5b | 44.4x | 135.1x | 16.1x |
| Thu, 02 Apr 2026 | ฿3.4t | ฿229.1b | ฿25.9b | 31.7x | 132.7x | 15x |
| Sat, 28 Feb 2026 | ฿3.5t | ฿229.1b | ฿24.4b | 27.7x | 143.9x | 15.3x |
| Mon, 26 Jan 2026 | ฿2.5t | ฿214.0b | ฿19.5b | 21.9x | 128.6x | 11.7x |
| Wed, 24 Dec 2025 | ฿2.2t | ฿214.0b | ฿19.5b | 24.9x | 114x | 10.4x |
| Fri, 21 Nov 2025 | ฿2.7t | ฿213.8b | ฿19.0b | 26.1x | 143.7x | 12.8x |
| Sun, 19 Oct 2025 | ฿2.4t | ฿204.4b | ฿17.2b | 33.1x | 138.7x | 11.7x |
| Tue, 16 Sep 2025 | ฿2.0t | ฿204.4b | ฿17.2b | 33.8x | 118.2x | 10x |
| Thu, 14 Aug 2025 | ฿2.0t | ฿205.1b | ฿17.2b | 22.3x | 113.8x | 9.6x |
| Sat, 12 Jul 2025 | ฿1.4t | ฿202.0b | ฿19.1b | 17.3x | 70.9x | 6.7x |
| Mon, 09 Jun 2025 | ฿1.2t | ฿202.0b | ฿19.1b | 13.5x | 63.8x | 6x |
| Wed, 07 May 2025 | ฿1.3t | ฿204.2b | ฿19.4b | 12.1x | 65.6x | 6.2x |
| Fri, 04 Apr 2025 | ฿778.9b | ฿199.4b | ฿18.2b | 11.6x | 42.8x | 3.9x |
| Sun, 02 Mar 2025 | ฿990.2b | ฿199.4b | ฿18.2b | 13.1x | 54.4x | 5x |
| Tue, 28 Jan 2025 | ฿1.8t | ฿197.9b | ฿23.4b | 14.4x | 74.9x | 8.9x |
| Thu, 26 Dec 2024 | ฿1.9t | ฿197.9b | ฿23.4b | 16x | 81.7x | 9.7x |
| Sat, 23 Nov 2024 | ฿1.9t | ฿198.1b | ฿23.7b | 16.8x | 78.5x | 9.4x |
| Mon, 21 Oct 2024 | ฿1.7t | ฿196.5b | ฿23.7b | 48.9x | 70.7x | 8.5x |
| Wed, 18 Sep 2024 | ฿1.3t | ฿196.5b | ฿23.7b | 41.4x | 56.6x | 6.8x |
| Fri, 16 Aug 2024 | ฿1.3t | ฿199.2b | ฿24.3b | 13.6x | 54.6x | 6.7x |
| Sun, 14 Jul 2024 | ฿1.2t | ฿192.9b | ฿22.0b | 18.6x | 53.4x | 6.1x |
| Tue, 11 Jun 2024 | ฿993.9b | ฿192.9b | ฿22.0b | 17.5x | 45.1x | 5.2x |
| Thu, 09 May 2024 | ฿982.6b | ฿194.8b | ฿21.9b | 25.9x | 44.8x | 5x |
| Sat, 06 Apr 2024 | ฿980.9b | ฿189.1b | ฿21.2b | 26.7x | 46.2x | 5.2x |
| Mon, 04 Mar 2024 | ฿916.2b | ฿189.1b | ฿21.2b | 26.2x | 43.2x | 4.8x |
| Wed, 31 Jan 2024 | ฿1.1t | ฿191.0b | ฿20.8b | 26.6x | 51.8x | 5.6x |
| Fri, 29 Dec 2023 | ฿1.2t | ฿191.0b | ฿20.8b | 30x | 57.2x | 6.2x |
| Sun, 26 Nov 2023 | ฿1.1t | ฿191.0b | ฿20.8b | 29.4x | 52.4x | 5.7x |
| Tue, 24 Oct 2023 | ฿1.1t | ฿183.1b | ฿19.7b | 27.9x | 55.8x | 6x |
| Thu, 21 Sep 2023 | ฿1.4t | ฿183.1b | ฿19.7b | 31.6x | 71.8x | 7.7x |
| Sat, 19 Aug 2023 | ฿1.3t | ฿183.1b | ฿19.7b | 28.7x | 67.3x | 7.2x |
Price to Earnings Ratio
67.3x
Current Industry PE
- Investors are optimistic on the Thai Electronic Components industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 107x which is higher than its 3-year average PE of 83.8x.
- The 3-year average PS ratio of 8.8x is lower than the industry's current PS ratio of 12.4x.
Past Earnings Growth
- The earnings for companies in the Electronic Components industry have grown 16% per year over the last three years.
- Revenues for these companies have grown 14% 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 | -0.28% | |
| Tech | 0.56% | |
| Electronic Equipment and Components | 0.63% | |
| Electronic Components | 0.78% | |
| Electronic Equipment and Instruments | 7.53% | |
| Electronic Manufacturing Services | 0.03% | |
| Technology Distributors | -6.35% | |
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) | ฿269.00 | 0.7% +฿24.9b | 86.8% | PE112.4x | |
| KCE KCE Electronics | ฿44.50 | 3.5% +฿1.8b | 83.9% | PE62.8x |