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- 7D2.5%
- 3M17.5%
- 1Y-11.5%
- YTD19.0%
The IT industry is up 2.5% in the last week, with SVOA up 18%. Meanwhile, Sky ICT actually underperformed within the industry, shrinking 7.7% in the last week. However, the industry is down 12% over the past year. Earnings are forecast to grow by 13% annually.
Industry Valuation and Performance
Has the Thai IT Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 04 Mar 2026 | ฿49.5b | ฿65.4b | ฿3.3b | 12.6x | 14.9x | 0.8x |
| Fri, 30 Jan 2026 | ฿41.9b | ฿65.3b | ฿3.4b | 10.5x | 12.4x | 0.6x |
| Sun, 28 Dec 2025 | ฿41.1b | ฿65.3b | ฿3.4b | 10.2x | 12.2x | 0.6x |
| Tue, 25 Nov 2025 | ฿42.2b | ฿64.2b | ฿3.3b | 10.1x | 12.7x | 0.7x |
| Thu, 23 Oct 2025 | ฿43.3b | ฿64.2b | ฿3.5b | 10.8x | 12.4x | 0.7x |
| Sat, 20 Sep 2025 | ฿47.0b | ฿64.2b | ฿3.5b | 11.2x | 13.5x | 0.7x |
| Mon, 18 Aug 2025 | ฿45.4b | ฿64.2b | ฿3.5b | 11.4x | 13x | 0.7x |
| Wed, 16 Jul 2025 | ฿44.8b | ฿64.6b | ฿3.6b | 9.9x | 12.4x | 0.7x |
| Fri, 13 Jun 2025 | ฿44.8b | ฿64.6b | ฿3.6b | 10.5x | 12.4x | 0.7x |
| Sun, 11 May 2025 | ฿47.6b | ฿63.2b | ฿3.7b | 11.2x | 13x | 0.8x |
| Tue, 08 Apr 2025 | ฿51.4b | ฿63.2b | ฿3.7b | 10.2x | 14x | 0.8x |
| Thu, 06 Mar 2025 | ฿55.5b | ฿63.1b | ฿3.6b | 9.7x | 15.4x | 0.9x |
| Sat, 01 Feb 2025 | ฿58.8b | ฿60.3b | ฿3.2b | 11.3x | 18.6x | 1x |
| Mon, 30 Dec 2024 | ฿58.3b | ฿60.3b | ฿3.2b | 10.2x | 18.4x | 1x |
| Wed, 27 Nov 2024 | ฿59.4b | ฿60.3b | ฿3.2b | 10.3x | 18.7x | 1x |
| Fri, 25 Oct 2024 | ฿61.1b | ฿59.2b | ฿3.2b | 11.2x | 19.3x | 1x |
| Sun, 22 Sep 2024 | ฿62.5b | ฿59.2b | ฿3.2b | 11.7x | 19.8x | 1.1x |
| Tue, 20 Aug 2024 | ฿53.0b | ฿59.2b | ฿3.2b | 11x | 16.8x | 0.9x |
| Thu, 18 Jul 2024 | ฿54.3b | ฿57.5b | ฿3.0b | 11.2x | 18.2x | 0.9x |
| Sat, 15 Jun 2024 | ฿102.9b | ฿60.0b | ฿3.1b | 11.9x | 33x | 1.7x |
| Mon, 13 May 2024 | ฿107.1b | ฿58.3b | ฿3.3b | 15x | 32x | 1.8x |
| Wed, 10 Apr 2024 | ฿110.5b | ฿57.8b | ฿3.3b | 14.2x | 33.3x | 1.9x |
| Fri, 08 Mar 2024 | ฿121.9b | ฿57.8b | ฿3.3b | 14.2x | 36.6x | 2.1x |
| Sun, 04 Feb 2024 | ฿123.7b | ฿53.7b | ฿3.1b | 12x | 39.5x | 2.3x |
| Tue, 02 Jan 2024 | ฿128.6b | ฿53.7b | ฿3.1b | 12.2x | 41.1x | 2.4x |
| Thu, 30 Nov 2023 | ฿108.3b | ฿53.7b | ฿3.1b | 12.1x | 34.6x | 2x |
| Sat, 28 Oct 2023 | ฿91.7b | ฿51.4b | ฿2.9b | 12.7x | 31.4x | 1.8x |
| Mon, 25 Sep 2023 | ฿102.1b | ฿51.0b | ฿2.8b | 14.1x | 35.9x | 2x |
| Wed, 23 Aug 2023 | ฿99.1b | ฿49.9b | ฿2.8b | 14.2x | 35.6x | 2x |
| Fri, 21 Jul 2023 | ฿93.2b | ฿47.7b | ฿2.8b | 14.7x | 33.8x | 2x |
| Sun, 18 Jun 2023 | ฿91.9b | ฿47.7b | ฿2.8b | 14.6x | 33.3x | 1.9x |
| Tue, 16 May 2023 | ฿91.5b | ฿45.6b | ฿2.5b | 15.1x | 37x | 2x |
| Thu, 13 Apr 2023 | ฿95.9b | ฿40.3b | ฿2.2b | 16.2x | 42.7x | 2.4x |
| Sat, 11 Mar 2023 | ฿131.3b | ฿47.5b | ฿3.9b | 20.9x | 34.1x | 2.8x |
Price to Earnings Ratio
34.1x
Current Industry PE
- Investors are pessimistic on the Thai IT 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 14.9x which is lower than its 3-year average PE of 24.4x.
- The 3-year average PS ratio of 1.4x is higher than the industry's current PS ratio of 0.76x.
Past Earnings Growth
- The earnings for companies in the IT industry have remained mostly flat over the last three years.
- Meanwhile revenues for these companies have grown 12% 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 and as a result, profits have held steady.
Industry Trends
Which industries have driven the changes within the Thai Tech industry?
| TH Market | 3.27% | |
| Tech | 17.83% | |
| IT | 2.46% | |
| Data Processing Services | 4.05% | |
| Internet Services and Infrastructure | 3.65% | |
| IT Consulting | 2.33% | |
Industry PE
- Investors are most optimistic about the Data Processing Services industry which is trading above its 3-year average PE ratio.
- It looks like they are confident that earnings will grow faster in the future than they have historically.
- Investors are most pessimistic about the Internet Services and Infrastructure industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 11.6x.
Forecasted Growth
- Analysts are most optimistic on the Internet Services and Infrastructure industry, expecting annual earnings growth of 30% over the next 5 years.
- This is better than its past earnings decline of 28% per year.
- In contrast, the IT Consulting industry is expected to see its earnings grow by 9.1% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| SVOA SVOA | ฿1.56 | 7.6% +฿104.2m | 47.2% | PE6.8x |