Thai (SET) Media Industry Analysis
UpdatedJul 26, 2024
DataAggregated Company Financials
Companies25
- 7D-2.5%
- 3M-11.6%
- 1Y-26.2%
- YTD-19.5%
Over the last 7 days, the Media industry has dropped 1.7%, driven by a pullback from Plan B Media of 4.9%. Overall the industry is down 25% in 12 months. Looking forward, earnings are forecast to grow by 56% annually.
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 |
|---|---|---|---|---|---|---|
| Fri, 26 Jul 2024 | ฿93.3b | ฿40.1b | -฿4,606,543,266.00 | 20.3x | -20.3x | 2.3x |
| Sun, 23 Jun 2024 | ฿93.1b | ฿40.0b | -฿4,698,155,266.00 | 24.8x | -19.8x | 2.3x |
| Tue, 21 May 2024 | ฿102.6b | ฿38.7b | -฿4,508,147,846.00 | 27.8x | -22.8x | 2.7x |
| Thu, 18 Apr 2024 | ฿105.3b | ฿38.6b | -฿4,246,190,552.00 | 26.2x | -24.8x | 2.7x |
| Sat, 16 Mar 2024 | ฿108.0b | ฿39.0b | -฿1,554,395,691.00 | 28.8x | -69.5x | 2.8x |
| Mon, 12 Feb 2024 | ฿108.5b | ฿38.0b | ฿1.7b | 30.3x | 62.9x | 2.9x |
| Wed, 10 Jan 2024 | ฿112.0b | ฿38.1b | ฿1.8b | 30.1x | 63x | 2.9x |
| Fri, 08 Dec 2023 | ฿110.7b | ฿38.1b | ฿1.8b | 28.9x | 62.3x | 2.9x |
| Sun, 05 Nov 2023 | ฿112.3b | ฿37.9b | ฿2.0b | 30.4x | 55.6x | 3x |
| Tue, 03 Oct 2023 | ฿117.4b | ฿37.5b | ฿2.0b | 35x | 58.8x | 3.1x |
| Thu, 31 Aug 2023 | ฿136.5b | ฿37.5b | ฿2.0b | 33.9x | 68.2x | 3.6x |
| Sat, 29 Jul 2023 | ฿124.8b | ฿36.8b | ฿3.7b | 30x | 33.5x | 3.4x |
| Mon, 26 Jun 2023 | ฿130.0b | ฿36.8b | ฿3.7b | 31x | 34.9x | 3.5x |
| Wed, 24 May 2023 | ฿135.7b | ฿36.9b | ฿3.8b | 30.4x | 35.8x | 3.7x |
| Fri, 21 Apr 2023 | ฿145.2b | ฿35.7b | ฿3.6b | 35.3x | 40.1x | 4.1x |
| Sun, 19 Mar 2023 | ฿147.0b | ฿35.7b | ฿3.6b | 32.6x | 40.6x | 4.1x |
| Tue, 14 Feb 2023 | ฿166.1b | ฿35.1b | ฿3.7b | 25.2x | 44.9x | 4.7x |
| Thu, 12 Jan 2023 | ฿161.6b | ฿35.1b | ฿3.7b | 27.1x | 43.7x | 4.6x |
| Sat, 10 Dec 2022 | ฿157.6b | ฿35.0b | ฿3.7b | 27.8x | 42.8x | 4.5x |
| Mon, 07 Nov 2022 | ฿152.5b | ฿32.9b | ฿3.3b | 32.4x | 45.6x | 4.6x |
| Wed, 05 Oct 2022 | ฿148.6b | ฿32.9b | ฿3.3b | 29.1x | 44.4x | 4.5x |
| Fri, 02 Sep 2022 | ฿161.2b | ฿32.7b | ฿3.3b | 32.4x | 48.5x | 4.9x |
| Sun, 31 Jul 2022 | ฿155.2b | ฿31.4b | ฿1.9b | 31.4x | 79.7x | 5x |
| Tue, 28 Jun 2022 | ฿175.1b | ฿31.4b | ฿1.9b | 36.4x | 89.9x | 5.6x |
| Thu, 26 May 2022 | ฿172.4b | ฿30.9b | ฿1.8b | 39x | 97.6x | 5.6x |
| Sat, 23 Apr 2022 | ฿177.9b | ฿30.3b | ฿1.8b | 39.5x | 98.2x | 5.9x |
| Mon, 21 Mar 2022 | ฿167.7b | ฿30.3b | ฿1.8b | 34.9x | 92.6x | 5.5x |
| Wed, 16 Feb 2022 | ฿165.2b | ฿31.0b | ฿531.7m | 52.4x | 310.7x | 5.3x |
| Fri, 14 Jan 2022 | ฿177.0b | ฿30.3b | ฿1.3b | 44.7x | 134.7x | 5.8x |
| Sun, 12 Dec 2021 | ฿160.7b | ฿30.3b | ฿1.3b | 40.4x | 122.3x | 5.3x |
| Tue, 09 Nov 2021 | ฿155.9b | ฿30.3b | ฿1.4b | 29.3x | 109.2x | 5.2x |
| Thu, 07 Oct 2021 | ฿153.8b | ฿30.2b | ฿1.4b | 31.8x | 108x | 5.1x |
| Sat, 04 Sep 2021 | ฿153.6b | ฿30.2b | ฿1.4b | 33.4x | 107x | 5.1x |
| Mon, 02 Aug 2021 | ฿137.7b | ฿30.2b | ฿1.4b | 30.9x | 95.9x | 4.6x |
Price to Earnings Ratio
95.9x
Current Industry PE
- Investors are pessimistic on the Thai Media industry, indicating that they anticipate long term growth rates will be lower than they have historically.
- The 3-year average PS ratio of 4.2x is higher than the industry's current PS ratio of 2.3x.
Past Earnings Growth
- Total earnings for the Media industry have declined over the last three years, with the industry now making a loss overall.
- Meanwhile revenues have grown 9.9% 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, which has decreased profits.
Industry Trends
Which industries have driven the changes within the Thai Telecom industry?
| TH Market | -2.56% | |
| Telecom | -2.06% | |
| Media | -2.55% | |
| Cable and Satellite | 0% | |
| Broadcasting | -0.99% | |
| Publishing | -2.61% | |
| Advertising | -2.92% | |
Industry PE
- Investors are most optimistic about the Broadcasting industry which is trading above its 3-year average PE ratio.
- Analysts are expecting annual earnings growth of 21.6%, which is higher than its past year's earnings decline of 49.6% per year.
Forecasted Growth
- Analysts are most optimistic on the Advertising industry, expecting annual earnings growth of 62% over the next 5 years.
- This is better than its past earnings growth rate of 35% per year.
- In contrast, the Broadcasting 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 | |
|---|---|---|---|---|---|
| TURTLE Super Turtle | ฿6.25 | 3.3% +฿317.9m | 27.6% | PS14.9x | |
| FE Far East Fame Line DDB | ฿190.00 | 6.7% +฿94.4m | n/a | PE13.9x | |
| AQUA Aqua Corporation | ฿0.35 | 2.9% +฿57.1m | -16.7% | PE16.2x | |
| MONO Mono Next | ฿1.13 | 0.9% +฿34.7m | 1.8% | PS2x | |
| READY Readyplanet | ฿7.00 | 2.9% +฿24.0m | -38.7% | PE23.8x |