Thai (SET) Entertainment Industry Analysis
- 7D-1.5%
- 3M6.3%
- 1Y33.8%
- YTD30.0%
Over the last 7 days, the Entertainment industry has dropped 3.7%, driven by a decline by Workpoint Entertainment of 8.5%. This takes the industry's 12 month performance to a gain of 37%.
Industry Valuation and Performance
Has the Thai Entertainment Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE |
|---|---|---|---|---|
| Sat, 04 Dec 2021 | ฿104.5b | ฿22.0b | ฿3.8b | 47x |
| Mon, 01 Nov 2021 | ฿77.7b | ฿18.1b | ฿987.9m | 46.3x |
| Wed, 29 Sep 2021 | ฿74.9b | ฿18.1b | ฿987.9m | 40.5x |
| Fri, 27 Aug 2021 | ฿75.2b | ฿18.1b | ฿987.9m | 43.7x |
| Sat, 03 Jul 2021 | ฿79.7b | ฿18.1b | ฿987.9m | 51.4x |
| Tue, 06 Apr 2021 | ฿80.9b | ฿17.5b | ฿529.4m | 61.5x |
| Fri, 08 Jan 2021 | ฿57.9b | ฿18.1b | -฿89,085,414.00 | 43.6x |
| Thu, 01 Oct 2020 | ฿53.1b | ฿19.4b | ฿55.1m | 35.9x |
| Sun, 05 Jul 2020 | ฿49.1b | ฿21.6b | ฿340.8m | 34.4x |
| Wed, 08 Apr 2020 | ฿34.4b | ฿25.5b | ฿1.5b | 13.9x |
| Tue, 31 Dec 2019 | ฿55.1b | ฿26.9b | ฿1.8b | 32.9x |
| Fri, 04 Oct 2019 | ฿60.2b | ฿27.8b | ฿1.5b | 34.4x |
| Mon, 08 Jul 2019 | ฿68.8b | ฿27.7b | ฿1.5b | 44.6x |
| Sun, 31 Mar 2019 | ฿66.1b | ฿27.6b | ฿1.3b | 34.7x |
| Wed, 02 Jan 2019 | ฿53.9b | ฿27.4b | ฿1.4b | 25.3x |
25.3x
Current Industry PE: Investors are more optimistic on the industry, considering it's trading at a PE ratio of 48.2x which is higher than its 3-year average PE of 37.8x. It appears they are confident that earnings will grow faster in the future than they have historically.
Past Earnings Growth: The earnings for companies in the Entertainment industry have grown 34% per year over the last three years, while revenues for these companies have declined 5.4% per year. This means that less sales are being generated overall, but since cost of doing business is lower, profits have been increasing.
Industry Trends
Which industries have driven the changes within the Thai Entertainment industry?
| Interactive Home Entertainment | 4.95% | |
| Movies and Entertainment | -2.17% | |
Industry PE: Investors are most optimistic about the Movies and Entertainment industry which is trading above its 3-year average PE ratio of 42.0x. However analysts are expecting annual earnings growth of 14%, which is lower than the prior year's growth of 70% per year. So the market might believe that analysts are underestimating future growth. Meanwhile, investors are most pessimistic about the Interactive Home Entertainment industry, which is trading close to its 3-year average of 23.7x.
Forecasted Growth: Analysts are most optimistic on the Interactive Home Entertainment industry, expecting annual earnings growth of 16% over the next 5 years. However this is lower than its past earnings growth rate of 60% per year. Meanwhile, the Movies and Entertainment industry is expected to see its earnings grow by 14% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | 7D | 1Y | Valuation | |
|---|---|---|---|---|
| ONEE ONE Enterprise | 2.0%+฿476.3m | n/a | PE28.1x | |
| AS Asiasoft Corporation | 5.0%+฿467.3m | 327.5% | PE24.2x | |
| WAVE Wave Entertainment | 4.8%+฿39.3m | 69.2% | PS1.8x | |
| MPIC M Pictures Entertainment | 0.6%+฿13.0m | -1.2% | PE866.7x |