Thai (SET) Technology Distributors Industry Analysis

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
Wed, 20 May 2026	฿50.2b	฿129.1b	฿626.3m	10.8x	80.1x	0.4x
Fri, 17 Apr 2026	฿48.1b	฿129.7b	฿522.8m	11.6x	92x	0.4x
Sun, 15 Mar 2026	฿49.0b	฿129.7b	฿522.8m	11.5x	93.7x	0.4x
Tue, 10 Feb 2026	฿52.7b	฿130.6b	฿3.9b	11.8x	13.4x	0.4x
Thu, 08 Jan 2026	฿50.1b	฿130.6b	฿3.9b	11.6x	12.7x	0.4x
Sat, 06 Dec 2025	฿49.4b	฿130.6b	฿3.9b	11.4x	12.5x	0.4x
Mon, 03 Nov 2025	฿51.4b	฿128.3b	฿4.3b	11.5x	12.1x	0.4x
Wed, 01 Oct 2025	฿57.5b	฿128.3b	฿4.3b	11.4x	13.5x	0.4x
Fri, 29 Aug 2025	฿57.1b	฿128.3b	฿4.3b	11.8x	13.4x	0.4x
Sun, 27 Jul 2025	฿53.8b	฿125.1b	฿4.0b	10.9x	13.6x	0.4x
Tue, 24 Jun 2025	฿46.4b	฿125.1b	฿4.0b	10x	11.7x	0.4x
Thu, 22 May 2025	฿51.8b	฿125.0b	฿4.0b	11.1x	13.1x	0.4x
Sat, 19 Apr 2025	฿54.3b	฿121.4b	฿4.0b	13.4x	13.4x	0.4x
Mon, 17 Mar 2025	฿58.6b	฿121.4b	฿4.0b	14x	14.5x	0.5x
Wed, 12 Feb 2025	฿60.4b	฿117.0b	฿3.1b	13x	19.2x	0.5x
Fri, 10 Jan 2025	฿65.6b	฿117.0b	฿3.1b	13.3x	20.9x	0.6x
Sun, 08 Dec 2024	฿77.4b	฿117.0b	฿3.1b	14.8x	24.6x	0.7x
Tue, 05 Nov 2024	฿77.5b	฿115.9b	฿2.4b	18.7x	33x	0.7x
Thu, 03 Oct 2024	฿79.6b	฿115.9b	฿2.4b	20.2x	33.9x	0.7x
Sat, 31 Aug 2024	฿74.9b	฿115.9b	฿2.4b	17.1x	31.9x	0.6x
Mon, 29 Jul 2024	฿63.8b	฿114.9b	฿1.5b	20.8x	41.9x	0.6x
Wed, 26 Jun 2024	฿69.2b	฿114.9b	฿1.5b	20.6x	45.4x	0.6x
Fri, 24 May 2024	฿71.8b	฿115.7b	฿1.6b	17.7x	45.9x	0.6x
Sun, 21 Apr 2024	฿69.6b	฿113.3b	฿1.5b	17.3x	47.1x	0.6x
Tue, 19 Mar 2024	฿73.6b	฿113.3b	฿1.5b	16.7x	49.8x	0.7x
Thu, 15 Feb 2024	฿76.1b	฿113.8b	฿1.2b	15.1x	61.3x	0.7x
Sat, 13 Jan 2024	฿78.9b	฿113.9b	฿1.6b	15.3x	49.5x	0.7x
Mon, 11 Dec 2023	฿77.5b	฿113.9b	฿1.6b	14.2x	48.6x	0.7x
Wed, 08 Nov 2023	฿75.5b	฿114.4b	฿1.8b	14.7x	41.9x	0.7x
Fri, 06 Oct 2023	฿84.8b	฿114.4b	฿1.8b	16.1x	47.3x	0.7x
Sun, 03 Sep 2023	฿95.3b	฿114.4b	฿1.8b	20.2x	53.1x	0.8x
Tue, 01 Aug 2023	฿81.3b	฿116.2b	฿2.9b	20.1x	28.3x	0.7x
Thu, 29 Jun 2023	฿73.8b	฿116.2b	฿2.9b	16.8x	25.7x	0.6x
Sat, 27 May 2023	฿83.6b	฿116.2b	฿2.9b	19.5x	29.1x	0.7x

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 97.2x which is higher than its 3-year average PE of 33.7x.

The industry is trading close to its 3-year average PS ratio of 0.56x.

Past Earnings Growth

The earnings for companies in the Technology Distributors industry have declined 44% per year over the last three years.
Meanwhile revenues for these companies have grown 3.5% 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	2.24%
Tech	3.97%
Electronic Equipment and Components	4.05%
Technology Distributors	2.04%
Electronic Components	4.29%
Electronic Equipment and Instruments	3.38%
Electronic Manufacturing Services	-2.64%

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	฿8.70	23.4% +฿2.4b	24.3%	PS0.8x
TWZ TWZ Corporation	฿0.02	100.0% +฿198.6m	-50.0%	PS0.07x
MSC Metro Systems Corporation	฿5.75	3.6% +฿72.0m	-27.2%	PE15.3x
PLANET Planet Communications Asia	฿0.90	7.1% +฿39.6m	-48.9%	PS1.1x
ILINK Interlink Communication	฿4.58	0.9% +฿21.7m	-10.2%	PS0.8x

Company

Last Price

Valuation

JMART Jaymart Group Holdings

฿8.70

23.4%
+฿2.4b

24.3%

PS0.8x

TWZ TWZ Corporation

฿0.02

100.0%
+฿198.6m

-50.0%

PS0.07x

MSC Metro Systems Corporation

฿5.75

3.6%
+฿72.0m

-27.2%

PE15.3x

PLANET Planet Communications Asia

฿0.90

7.1%
+฿39.6m

-48.9%

PS1.1x

ILINK Interlink Communication

฿4.58

0.9%
+฿21.7m

-10.2%

PS0.8x

New major risk - Market cap size

The company's market capitalization is less than US$10m. Market cap: ฿198.6m (US$6.04m) This is considered a major risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-฿89m free cash flow). Share price has been highly volatile over the past 3 months (56% average weekly change). Earnings have declined by 93% per year over the past 5 years. Market cap is less than US$10m (฿198.6m market cap, or US$6.04m).

Thai (SET) Technology Distributors Industry Analysis

Industry Valuation and Performance

Industry Comparison

Top Stock Gainers and Losers

Latest News

First quarter 2026 earnings released: EPS: ฿0.14 (vs ฿0.055 in 1Q 2025)

First quarter 2026 earnings released: EPS: ฿0.14 (vs ฿0.17 in 1Q 2025)

First quarter 2026 earnings released: EPS: ฿0.11 (vs ฿0.096 in 1Q 2025)

SiS Distribution (Thailand) Public Company Limited to Report Q1, 2026 Results on May 25, 2026

First quarter 2026 earnings: EPS exceeds analyst expectations while revenues lag behind

First quarter 2026 earnings released: EPS: ฿0.23 (vs ฿0.32 in 1Q 2025)

First quarter 2026 earnings released: EPS: ฿0.09 (vs ฿0.13 in 1Q 2025)

Upcoming dividend of ฿0.25 per share

New major risk - Share price stability

Investor sentiment improves as stock rises 15%

New major risk - Market cap size

Dividend of ฿1.00 announced