Thai (SET) Technology Distributors Industry Analysis
UpdatedApr 16, 2024
DataAggregated Company Financials
Companies13
- 7D3.4%
- 3M-5.2%
- 1Y-20.1%
- YTDn/a
The Technology Distributors industry is up 3.4% in the last week, with Jaymart Group Holdings up 7.1%. In the same time, Samart Digital was down 20%. In the past year, the industry is down 18%. Earnings are forecast to grow by 13% annually.
Industry Valuation and Performance
Has the Thai Technology Distributors Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 16 Apr 2024 | ฿75.9b | ฿113.3b | ฿1.5b | 18.3x | 51.3x | 0.7x |
| Thu, 14 Mar 2024 | ฿72.2b | ฿113.3b | ฿1.5b | 15.9x | 48.9x | 0.6x |
| Sat, 10 Feb 2024 | ฿75.5b | ฿113.9b | ฿1.6b | 15.4x | 47.4x | 0.7x |
| Mon, 08 Jan 2024 | ฿80.6b | ฿113.9b | ฿1.6b | 14.9x | 50.6x | 0.7x |
| Wed, 06 Dec 2023 | ฿76.1b | ฿113.9b | ฿1.6b | 14.4x | 47.8x | 0.7x |
| Fri, 03 Nov 2023 | ฿75.0b | ฿114.4b | ฿1.8b | 14.7x | 41.8x | 0.7x |
| Sun, 01 Oct 2023 | ฿87.7b | ฿114.4b | ฿1.8b | 16.8x | 48.9x | 0.8x |
| Tue, 29 Aug 2023 | ฿93.4b | ฿114.4b | ฿1.8b | 19.4x | 52x | 0.8x |
| Thu, 27 Jul 2023 | ฿77.0b | ฿116.2b | ฿2.9b | 19x | 26.8x | 0.7x |
| Sat, 24 Jun 2023 | ฿79.5b | ฿116.2b | ฿2.9b | 18.1x | 27.7x | 0.7x |
| Mon, 22 May 2023 | ฿81.0b | ฿116.2b | ฿2.9b | 19.3x | 28.2x | 0.7x |
| Wed, 19 Apr 2023 | ฿91.4b | ฿116.2b | ฿3.4b | 17.6x | 26.6x | 0.8x |
| Fri, 17 Mar 2023 | ฿94.7b | ฿116.2b | ฿3.4b | 17.9x | 27.6x | 0.8x |
| Sun, 12 Feb 2023 | ฿125.1b | ฿118.3b | ฿4.6b | 24.7x | 27.3x | 1.1x |
| Tue, 10 Jan 2023 | ฿108.1b | ฿117.1b | ฿4.3b | 20.8x | 25.1x | 0.9x |
| Thu, 08 Dec 2022 | ฿107.9b | ฿117.1b | ฿4.3b | 20.8x | 25x | 0.9x |
| Sat, 05 Nov 2022 | ฿113.6b | ฿114.7b | ฿4.5b | 24.5x | 25.4x | 1x |
| Mon, 03 Oct 2022 | ฿115.0b | ฿114.7b | ฿4.5b | 24.5x | 25.8x | 1x |
| Wed, 31 Aug 2022 | ฿130.4b | ฿114.7b | ฿4.5b | 28.1x | 29.2x | 1.1x |
| Fri, 29 Jul 2022 | ฿119.0b | ฿111.5b | ฿4.2b | 19.1x | 28.3x | 1.1x |
| Sun, 26 Jun 2022 | ฿127.4b | ฿111.5b | ฿4.2b | 18x | 30.3x | 1.1x |
| Tue, 24 May 2022 | ฿134.8b | ฿111.5b | ฿4.2b | 21.4x | 32.1x | 1.2x |
| Thu, 21 Apr 2022 | ฿151.4b | ฿108.4b | ฿4.2b | 25.2x | 35.9x | 1.4x |
| Sat, 19 Mar 2022 | ฿143.5b | ฿108.4b | ฿4.2b | 29.2x | 34x | 1.3x |
| Mon, 14 Feb 2022 | ฿138.9b | ฿102.4b | ฿2.5b | 35.9x | 56.5x | 1.4x |
| Wed, 12 Jan 2022 | ฿154.3b | ฿102.4b | ฿2.5b | 43x | 62.8x | 1.5x |
| Fri, 10 Dec 2021 | ฿141.1b | ฿102.4b | ฿2.5b | 41.3x | 57.4x | 1.4x |
| Sun, 07 Nov 2021 | ฿109.4b | ฿100.4b | ฿2.5b | 38.6x | 44.6x | 1.1x |
| Tue, 05 Oct 2021 | ฿107.3b | ฿100.4b | ฿2.5b | 37.4x | 43.7x | 1.1x |
| Thu, 02 Sep 2021 | ฿109.2b | ฿100.4b | ฿2.5b | 37.8x | 44.5x | 1.1x |
| Sat, 31 Jul 2021 | ฿97.6b | ฿100.4b | ฿2.5b | 31.5x | 39.7x | 1x |
| Tue, 04 May 2021 | ฿106.5b | ฿97.7b | ฿2.1b | 35x | 50.7x | 1.1x |
Price to Earnings Ratio
50.7x
Current Industry PE
- Investors are optimistic on the Thai Technology Distributors industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 51.3x which is higher than its 3-year average PE of 38.9x.
- The industry is trading close to its 3-year average PS ratio of 0.97x.
Past Earnings Growth
- The earnings for companies in the Technology Distributors industry have declined 11% per year over the last three years.
- Meanwhile revenues for these companies have grown 5.1% 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, which has decreased profits.
Industry Comparison
How does Thai Technology Distributors compare with similar industries?
| TH Market | 1.52% | |
| Tech | 4.31% | |
| Electronic Equipment and Components | 4.27% | |
| Technology Distributors | 3.38% | |
| Electronic Components | 4.41% | |
| Electronic Manufacturing Services | 3.68% | |
| Electronic Equipment and Instruments | 0.67% | |
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 | |
|---|---|---|---|---|---|
| JMART Jaymart Group Holdings | ฿15.10 | 2.7% +฿580.1m | -30.4% | PS1.7x | |
| SYNEX Synnex (Thailand) | ฿12.70 | 5.0% +฿508.4m | -9.3% | PE21x | |
| DITTO Ditto (Thailand) | ฿22.20 | 0.9% +฿138.8m | -32.7% | PE46x | |
| SIS SiS Distribution (Thailand) | ฿27.50 | 0.9% +฿87.5m | 14.6% | PE14.9x | |
| SIMAT Simat Technologies | ฿1.42 | 5.2% +฿45.4m | -35.5% | PE38.1x |