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Thai (SET) Telecom Sector Analysis

UpdatedFeb 01, 2025
DataAggregated Company Financials
Companies46
  • 7D-2.0%
  • 3M-2.4%
  • 1Y30.9%
  • YTD-0.9%

The Telecom is pretty flat in the last 7 days, but Plan B Media has stood out, gaining 3.6%. The past year has been better, since the industry has gained 34% in that time. Earnings are forecast to grow by 41% annually.

Sector Valuation and Performance

Has the Thai Telecom Sector valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 01 Feb 2025฿1.8t฿561.1b฿51.4b20.5x35.3x3.2x
Mon, 30 Dec 2024฿1.8t฿561.1b฿51.4b22.6x35.4x3.2x
Wed, 27 Nov 2024฿1.8t฿563.3b฿49.5b23.2x36.7x3.2x
Fri, 25 Oct 2024฿1.8t฿556.4b฿49.1b19.4x37.3x3.3x
Sun, 22 Sep 2024฿1.7t฿556.3b฿49.1b20.4x35.2x3.1x
Tue, 20 Aug 2024฿1.6t฿555.6b฿49.2b19.7x32.3x2.9x
Thu, 18 Jul 2024฿1.5t฿546.6b฿46.9b20x31.4x2.7x
Sat, 15 Jun 2024฿1.4t฿544.0b฿46.7b20.3x29.1x2.5x
Mon, 13 May 2024฿1.3t฿542.4b฿46.2b25.2x29.1x2.5x
Wed, 10 Apr 2024฿1.3t฿502.1b฿45.3b23.1x29.6x2.7x
Fri, 08 Mar 2024฿1.3t฿502.2b฿47.9b21.5x26.9x2.6x
Sun, 04 Feb 2024฿1.6t฿641.8b฿16.6b22.2x96.7x2.5x
Tue, 02 Jan 2024฿1.6t฿641.8b฿16.6b22.7x93.5x2.4x
Thu, 30 Nov 2023฿1.6t฿641.9b฿16.6b20.7x95.4x2.5x
Sat, 28 Oct 2023฿1.6t฿619.1b฿7.0b28.2x226.2x2.6x
Mon, 25 Sep 2023฿1.7t฿618.7b฿7.0b33.6x245.7x2.8x
Wed, 23 Aug 2023฿1.7t฿618.8b฿7.0b32.7x240x2.7x
Fri, 21 Jul 2023฿1.7t฿603.2b฿8.9b28.8x187.2x2.8x
Sun, 18 Jun 2023฿1.6t฿603.2b฿8.9b31.6x185.6x2.7x
Tue, 16 May 2023฿1.6t฿619.3b฿6.6b29.6x250.2x2.6x
Thu, 13 Apr 2023฿1.7t฿617.7b฿6.9b32.6x248.1x2.8x
Sat, 11 Mar 2023฿1.7t฿617.6b฿7.1b37.5x240.6x2.8x
Mon, 06 Feb 2023฿1.4t฿493.0b฿38.6b30.3x36.7x2.9x
Wed, 04 Jan 2023฿1.4t฿494.2b฿37.9b28x36.6x2.8x
Fri, 02 Dec 2022฿1.3t฿493.7b฿38.0b27.8x35.5x2.7x
Sun, 30 Oct 2022฿1.3t฿485.5b฿42.4b31x31.7x2.8x
Tue, 27 Sep 2022฿1.4t฿484.8b฿42.8b31.9x32.7x2.9x
Thu, 25 Aug 2022฿1.4t฿484.6b฿42.7b31.5x32.1x2.8x
Sat, 23 Jul 2022฿1.4t฿478.7b฿41.5b30.6x33.5x2.9x
Mon, 20 Jun 2022฿1.4t฿478.7b฿42.0b31.1x33.3x2.9x
Wed, 18 May 2022฿1.5t฿478.3b฿43.0b36.7x33.9x3x
Fri, 15 Apr 2022฿1.5t฿478.6b฿43.7b34.6x34.7x3.2x
Sun, 13 Mar 2022฿1.5t฿478.6b฿43.7b30.9x35.3x3.2x
Tue, 08 Feb 2022฿1.5t฿469.7b฿42.8b37.1x34.8x3.2x
Price to Earnings Ratio

34.8x


Total Market Cap: ฿1.5tTotal Earnings: ฿42.8bTotal Revenue: ฿469.7bTotal Market Cap vs Earnings and Revenue0%0%0%
Thai Telecom Sector Price to Earnings3Y Average 81.5x202320242025
Current Industry PE
  • Investors are pessimistic on the Thai Communication Services 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 35.8x which is lower than its 3-year average PE of 81.5x.
  • The 3-year average PS ratio of 2.8x is lower than the industry's current PS ratio of 3.3x.
Past Earnings Growth
  • The earnings for companies in the Communication Services industry have grown 6.3% per year over the last three years.
  • Revenues for these companies have grown 6.1% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

Which industries have driven the changes within the Thai Telecom sector?

TH Market-2.95%
Telecom-1.99%
Interactive Media and Services0%0
Wireless Telecom-1.38%
Telecom Services and Carriers-2.03%
Entertainment-3.63%
Media-6.31%
Industry PE
  • Investors are most optimistic about the Telecom Services and Carriers industry which is trading above its 3-year average PE ratio of 1.3x.
    • Analysts are expecting annual earnings growth of 117.3%, which is higher than its past year's earnings decline of 22.5% per year.
Forecasted Growth
  • Analysts are most optimistic on the Telecom Services and Carriers industry, expecting annual earnings growth of 117% over the next 5 years.
  • This is better than its past earnings decline of 22% per year.
  • In contrast, the Wireless Telecom industry is expected to see its earnings grow by 9.2% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
PLANB Plan B Media฿7.203.6%
+฿1.1b
-17.7%PE30.3x
WORK Workpoint Entertainment฿5.556.7%
+฿154.5m
-46.6%PS1.1x
NATION Nation Group (Thailand)฿0.0433.3%
+฿122.0m
0%PS0.6x
SAMTEL Samart Telcoms฿6.150.8%
+฿30.9m
131.2%PE64.9x
PICO Pico (Thailand)฿4.123.5%
+฿30.1m
-17.3%PE30.1x
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Latest News

ADVANC

฿284.00

Advanced Info Service

7D

-1.0%

1Y

28.5%

VGI

฿3.04

VGI

7D

-11.1%

1Y

93.6%

PICO

฿4.12

Pico (Thailand)

7D

3.5%

1Y

-17.3%

TRUE

฿11.70

True Corporation

7D

-0.8%

1Y

88.7%

GPI

฿1.57

Grand Prix International

7D

2.6%

1Y

-12.3%

THCOM

฿11.40

Thaicom

7D

-5.0%

1Y

-5.0%

AMARIN

฿2.82

Amarin Corporations

7D

0.7%

1Y

-31.9%

TURTLE

฿5.90

Super Turtle

7D

-7.8%

1Y

-19.2%

WORK

฿5.55

Workpoint Entertainment

7D

6.7%

1Y

-46.6%

SAMTEL

฿6.15

Samart Telcoms

7D

0.8%

1Y

131.2%

PLANB

฿7.20

Plan B Media

7D

3.6%

1Y

-17.7%

JTS

฿54.00

Jasmine Technology Solution

7D

-12.2%

1Y

-31.2%

YGG

฿0.65

Yggdrazil Group

7D

3.2%

1Y

-90.5%

NATION

฿0.04

Nation Group (Thailand)

7D

33.3%

1Y

0%

MONO

฿1.31

Mono Next

7D

-21.1%

1Y

40.9%