Thai (SET) Media Industry Analysis
UpdatedDec 08, 2022
DataAggregated Company Financials
Companies23
- 7D-0.6%
- 3M-6.8%
- 1Y-19.0%
- YTD-20.7%
Over the last 7 days, the Media industry has risen 1.1%, driven by gains from Nation International Edutainment of 3.6%. In the past year, the industry is down 18%. As for the next few years, earnings are expected to grow by 48% per annum.
Industry Valuation and Performance
Has the Thai Media Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 08 Dec 2022 | ฿155.1b | ฿35.0b | ฿3.7b | 27.6x | 42.1x | 4.4x |
| Sat, 05 Nov 2022 | ฿152.5b | ฿32.9b | ฿3.3b | 32.4x | 45.6x | 4.6x |
| Mon, 03 Oct 2022 | ฿149.2b | ฿32.9b | ฿3.3b | 29.1x | 44.6x | 4.5x |
| Wed, 31 Aug 2022 | ฿165.8b | ฿32.7b | ฿3.3b | 31.6x | 49.8x | 5.1x |
| Fri, 29 Jul 2022 | ฿155.2b | ฿31.4b | ฿1.9b | 31.4x | 79.7x | 5x |
| Sun, 26 Jun 2022 | ฿174.4b | ฿31.4b | ฿1.9b | 35.7x | 89.6x | 5.6x |
| Tue, 24 May 2022 | ฿172.0b | ฿30.9b | ฿1.8b | 38x | 97.4x | 5.6x |
| Thu, 21 Apr 2022 | ฿176.5b | ฿30.3b | ฿1.8b | 37.9x | 97.4x | 5.8x |
| Sat, 19 Mar 2022 | ฿167.7b | ฿30.3b | ฿1.8b | 34.9x | 92.6x | 5.5x |
| Mon, 14 Feb 2022 | ฿163.6b | ฿30.3b | ฿1.3b | 43x | 123.4x | 5.4x |
| Wed, 12 Jan 2022 | ฿169.1b | ฿30.3b | ฿1.3b | 43.4x | 128.7x | 5.6x |
| Fri, 10 Dec 2021 | ฿160.7b | ฿30.3b | ฿1.3b | 40.4x | 124.3x | 5.3x |
| Sun, 07 Nov 2021 | ฿154.9b | ฿30.3b | ฿1.4b | 29.1x | 108.6x | 5.1x |
| Tue, 05 Oct 2021 | ฿151.2b | ฿30.2b | ฿1.4b | 31.6x | 106.1x | 5x |
| Thu, 02 Sep 2021 | ฿153.3b | ฿30.2b | ฿1.4b | 31.1x | 106.8x | 5.1x |
| Sat, 31 Jul 2021 | ฿137.5b | ฿30.2b | ฿1.4b | 30.7x | 95.7x | 4.6x |
| Tue, 04 May 2021 | ฿136.1b | ฿28.1b | -฿202,972,378.00 | 26.1x | -670.7x | 4.8x |
| Fri, 05 Feb 2021 | ฿131.3b | ฿28.6b | -฿2,288,057,689.00 | 23.3x | -57.4x | 4.6x |
| Mon, 09 Nov 2020 | ฿113.8b | ฿30.4b | -฿2,459,214,947.00 | 18x | -46.3x | 3.7x |
| Sun, 02 Aug 2020 | ฿118.8b | ฿32.5b | -฿2,335,047,179.00 | 26.1x | -50.9x | 3.6x |
| Wed, 06 May 2020 | ฿132.6b | ฿36.5b | -฿113,295,619.00 | 14.5x | -1170x | 3.6x |
| Sat, 08 Feb 2020 | ฿143.0b | ฿37.0b | ฿1.9b | 18.5x | 74.4x | 3.9x |
Price to Earnings Ratio
81.5x
Current Industry PE
- Investors are optimistic on the Thai Media industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 42.2x which is higher than its 3-year average PE of -134x.
- The industry is trading close to its 3-year average PS ratio of 4.6x.
Past Earnings Growth
- The earnings for companies in the Media industry have grown 24% per year over the last three years, while revenues have remained mostly flat.
- This means that companies overall are more efficiently conducting business since profits are increasing while sales have been flat.
Industry Trends
Which industries have driven the changes within the Thai Telecom industry?
| TH Market | -0.81% | |
| Telecom | -0.55% | |
| Media | -0.62% | |
| Cable and Satellite | 1.46% | |
| Broadcasting | -0.16% | |
| Advertising | -0.39% | |
| Publishing | -2.18% | |
Industry PE
- Investors are most optimistic about the Advertising industry even though it's trading below its 3-year average PE ratio of 257x.
- Analysts are expecting annual earnings growth of 55.9%, which is lower than the prior year's growth of 85.3% per year.
- Investors are most pessimistic about the Cable and Satellite industry, which is trading close to its 3-year average of 18.1x.
Forecasted Growth
- Analysts are most optimistic on the Advertising industry, expecting annual earnings growth of 56% over the next 5 years.
- However this is lower than its past earnings growth rate of 85% per year.
- In contrast, the Cable and Satellite industry is expected to see its earnings grow by 22% 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 | |
|---|---|---|---|---|---|
| NINE Nation International Edutainment | ฿7.25 | 3.6% +฿397.4m | 87.8% | PS59x | |
| NATION Nation Group (Thailand) | ฿0.19 | -36.7% ฿246.6m | -40.6% | PE3.3x | |
| AMARIN Amarin Printing and Publishing | ฿6.70 | 3.1% +฿199.7m | 13.6% | PE14x | |
| MACO Master Ad | ฿0.50 | 2.0% +฿81.2m | -40.5% | PE48.4x | |
| AQUA Aqua Corporation | ฿0.64 | 1.6% +฿57.1m | 20.8% | PE4.9x |