Thai (SET) Entertainment Industry Analysis
UpdatedDec 01, 2023
DataAggregated Company Financials
Companies13
- 7D-2.8%
- 3M-15.8%
- 1Y-34.1%
- YTD-29.7%
Over the last 7 days, the Entertainment industry has remained flat, although notably Major Cineplex Group declined by 5.0%. As for the longer term, the industry has declined 33% in the last year. In the next few years, earnings are forecast to decline by 7.4% annually.
Industry Valuation and Performance
Has the Thai Entertainment Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 01 Dec 2023 | ฿61.5b | ฿29.6b | ฿3.0b | 23.4x | 20.8x | 2.1x |
| Sun, 29 Oct 2023 | ฿61.8b | ฿29.4b | ฿1.9b | 28.2x | 32.1x | 2.1x |
| Tue, 26 Sep 2023 | ฿68.0b | ฿29.4b | ฿1.9b | 34.8x | 35.4x | 2.3x |
| Thu, 24 Aug 2023 | ฿70.8b | ฿29.4b | ฿1.9b | 38.9x | 36.8x | 2.4x |
| Sat, 22 Jul 2023 | ฿72.2b | ฿28.3b | ฿1.6b | 38.1x | 45.2x | 2.6x |
| Mon, 19 Jun 2023 | ฿77.3b | ฿28.3b | ฿1.6b | 37.4x | 48.4x | 2.7x |
| Wed, 17 May 2023 | ฿75.1b | ฿28.0b | ฿1.7b | 42x | 44.1x | 2.7x |
| Fri, 14 Apr 2023 | ฿77.8b | ฿27.6b | ฿1.7b | 44.3x | 47.1x | 2.8x |
| Sun, 12 Mar 2023 | ฿83.4b | ฿27.7b | ฿1.8b | 49.3x | 46.9x | 3x |
| Tue, 07 Feb 2023 | ฿91.7b | ฿26.3b | ฿1.0b | 51.8x | 90.8x | 3.5x |
| Thu, 05 Jan 2023 | ฿86.9b | ฿26.3b | ฿1.0b | 51x | 86x | 3.3x |
| Sat, 03 Dec 2022 | ฿92.7b | ฿26.3b | ฿1.0b | 53.2x | 91.7x | 3.5x |
| Mon, 31 Oct 2022 | ฿91.5b | ฿23.6b | ฿2.8b | 40x | 32.6x | 3.9x |
| Wed, 28 Sep 2022 | ฿92.8b | ฿23.6b | ฿2.8b | 47.5x | 33.1x | 3.9x |
| Fri, 26 Aug 2022 | ฿94.4b | ฿23.6b | ฿2.8b | 40.7x | 33.7x | 4x |
| Sun, 24 Jul 2022 | ฿91.2b | ฿22.2b | ฿2.6b | 33.3x | 34.5x | 4.1x |
| Tue, 21 Jun 2022 | ฿97.7b | ฿22.2b | ฿2.6b | 36.3x | 36.9x | 4.4x |
| Thu, 19 May 2022 | ฿99.0b | ฿21.8b | ฿2.7b | 45.6x | 36.6x | 4.5x |
| Sat, 16 Apr 2022 | ฿106.9b | ฿21.6b | ฿3.2b | 36.4x | 33.4x | 5x |
| Mon, 14 Mar 2022 | ฿100.2b | ฿21.6b | ฿3.2b | 27.7x | 31.3x | 4.6x |
| Wed, 09 Feb 2022 | ฿107.1b | ฿22.0b | ฿3.8b | 46x | 28.5x | 4.9x |
| Fri, 07 Jan 2022 | ฿110.2b | ฿22.0b | ฿3.8b | n/a | 29.3x | 5x |
| Sun, 05 Dec 2021 | ฿103.7b | ฿22.0b | ฿3.8b | 46.5x | 27.6x | 4.7x |
| Tue, 02 Nov 2021 | ฿77.0b | ฿18.1b | ฿987.9m | 47.1x | 78x | 4.3x |
| Thu, 30 Sep 2021 | ฿74.5b | ฿18.1b | ฿987.9m | 40.5x | 75.4x | 4.1x |
| Sat, 28 Aug 2021 | ฿75.2b | ฿18.1b | ฿987.9m | 43.7x | 76.1x | 4.1x |
| Sun, 04 Jul 2021 | ฿79.7b | ฿18.1b | ฿987.9m | 51.4x | 80.6x | 4.4x |
| Wed, 07 Apr 2021 | ฿80.9b | ฿17.5b | ฿529.4m | 61.5x | 152.8x | 4.6x |
| Sat, 09 Jan 2021 | ฿57.9b | ฿18.1b | -฿89,085,414.00 | 43.6x | -650.4x | 3.2x |
Price to Earnings Ratio
1029.6x
Current Industry PE
- Investors are pessimistic on the Thai Entertainment 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 21.1x which is higher than its 3-year average PE of -6.4x.
- The 3-year average PS ratio of 3.8x is higher than the industry's current PS ratio of 2.1x.
Past Earnings Growth
- The earnings for companies in the Entertainment industry have grown 277% per year over the last three years.
- Revenues for these companies have grown 15% 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 industry?
| TH Market | -1.84% | |
| Telecom | -1.42% | |
| Entertainment | -2.80% | |
| Interactive Home Entertainment | -2.56% | |
| Movies and Entertainment | -2.82% | |
Industry PE
- Investors are most optimistic about the Interactive Home Entertainment industry which is trading above its 3-year average PE ratio of 20.2x.
- It looks like they are confident that earnings will grow faster in the future than they have historically.
- Investors are most pessimistic about the Movies and Entertainment industry, which is trading below its 3-year average of 85.6x.
Forecasted Growth
- Despite it being negative, analysts are least pessimistic on the Movies and Entertainment industry since they expect its earnings to decline by only 7.4% per year over the next 5 years, which isn't as bad as the other industries.
- This is a reversal from its past annual earnings growth rate of 5.0% per year.
- In contrast, the Movies and Entertainment industry is expected to see its earnings decline by 7.4% 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 | |
|---|---|---|---|---|---|
| RS RS | ฿13.50 | 1.5% +฿213.9m | -14.7% | PE10.7x |