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Thai (SET) Media Industry Analysis

UpdatedApr 22, 2024
DataAggregated Company Financials
Companies24
  • 7D-7.4%
  • 3M-6.1%
  • 1Y-30.5%
  • YTD-12.7%

Over the last 7 days, the Media industry has dropped 7.4%, driven by pullbacks in Plan B Media and VGI of 6.4% and 11%, respectively. However, the industry is down 30% over the past year. Looking forward, earnings are forecast to grow by 45% annually.

Industry Valuation and Performance

Has the Thai Media Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 22 Apr 2024฿100.9b฿38.6b-฿4,246,190,552.0025.9x-23.8x2.6x
Wed, 20 Mar 2024฿106.6b฿39.0b-฿1,554,395,691.0027.7x-68.6x2.7x
Fri, 16 Feb 2024฿107.2b฿38.4b-฿1,691,552,584.0031.4x-63.4x2.8x
Sun, 14 Jan 2024฿109.7b฿38.1b฿1.8b29.9x61.8x2.9x
Tue, 12 Dec 2023฿109.3b฿38.1b฿1.8b28.9x61.5x2.9x
Thu, 09 Nov 2023฿110.8b฿37.8b฿2.0b30.9x56.6x2.9x
Sat, 07 Oct 2023฿114.5b฿37.5b฿2.0b33.2x57.3x3.1x
Mon, 04 Sep 2023฿136.9b฿37.5b฿2.0b34.9x68.3x3.6x
Wed, 02 Aug 2023฿127.3b฿36.8b฿3.7b29.8x34.2x3.5x
Fri, 30 Jun 2023฿127.3b฿36.8b฿3.7b30.4x34.2x3.5x
Sun, 28 May 2023฿137.0b฿38.2b฿3.7b30.7x37x3.6x
Tue, 25 Apr 2023฿142.8b฿35.7b฿3.6b33.3x39.4x4x
Thu, 23 Mar 2023฿147.4b฿35.7b฿3.6b33.6x40.7x4.1x
Sat, 18 Feb 2023฿158.8b฿35.2b฿3.7b25.2x42.5x4.5x
Mon, 16 Jan 2023฿164.6b฿35.1b฿3.7b28.2x44.5x4.7x
Wed, 14 Dec 2022฿158.6b฿35.0b฿3.7b27.9x43.1x4.5x
Fri, 11 Nov 2022฿151.9b฿32.9b฿3.3b30.2x45.5x4.6x
Sun, 09 Oct 2022฿146.9b฿32.9b฿3.3b28.9x43.9x4.5x
Tue, 06 Sep 2022฿162.3b฿32.7b฿3.3b33.2x48.8x5x
Thu, 04 Aug 2022฿155.9b฿31.4b฿1.9b30.9x80.1x5x
Sat, 02 Jul 2022฿169.4b฿31.4b฿1.9b34.9x87x5.4x
Mon, 30 May 2022฿175.8b฿31.6b฿1.9b38.4x90.8x5.6x
Wed, 27 Apr 2022฿177.0b฿30.3b฿1.8b40.5x97.7x5.8x
Fri, 25 Mar 2022฿165.9b฿30.3b฿1.8b39.4x91.5x5.5x
Sun, 20 Feb 2022฿168.3b฿31.1b฿455.0m55.2x369.8x5.4x
Tue, 18 Jan 2022฿178.0b฿30.3b฿1.3b43.8x135.5x5.9x
Thu, 16 Dec 2021฿158.6b฿30.3b฿1.3b39.9x120.7x5.2x
Sat, 13 Nov 2021฿160.5b฿30.6b฿1.5b33.4x109.1x5.2x
Mon, 11 Oct 2021฿155.1b฿30.2b฿1.4b32x108.9x5.1x
Wed, 08 Sep 2021฿150.2b฿30.2b฿1.4b32.3x105.4x5x
Fri, 06 Aug 2021฿137.1b฿30.2b฿1.4b30x95.5x4.5x
Mon, 10 May 2021฿136.1b฿28.1b-฿202,972,378.0026.1x-670.7x4.8x
Price to Earnings Ratio

-670.7x


Total Market Cap: ฿136.1bTotal Earnings: -฿202,972,378.00Total Revenue: ฿28.1bTotal Market Cap vs Earnings and Revenue0%0%0%
Thai Media Industry Price to Earnings3Y Average 11.3x202220232024
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 4.4x is higher than the industry's current PS ratio of 2.6x.
Past Earnings Growth
  • The earnings for companies in the Media industry have deteriorated over the last three years.
  • Meanwhile revenues for these companies have grown 11% 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 caused losses to expand.

Industry Trends

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

TH Market-4.61%
Telecom-3.74%
Media-7.45%
Cable and Satellite-2.13%
Publishing-6.60%
Advertising-7.27%
Broadcasting-9.50%
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 25.9%, which is higher than its past year's earnings decline of 65.4% per year.
Forecasted Growth
  • Analysts are most optimistic on the Advertising industry, expecting annual earnings growth of 49% over the next 5 years.
  • This is roughly in line with its past earnings growth rate.
  • In contrast, the Broadcasting industry is expected to see its earnings grow by 26% 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
PICO Pico (Thailand)฿4.941.2%
+฿12.9m
-5.0%PE33.1x
JKN JKN Global Group฿0.482.1%
+฿10.3m
-81.7%PS0.2x
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Latest News

TURTLE

฿6.85

Super Turtle

7D

-9.3%

1Y

22.3%

VGI

฿1.56

VGI

7D

-10.3%

1Y

-60.6%

PICO

฿4.94

Pico (Thailand)

7D

1.2%

1Y

-5.0%

JKN

฿0.48

JKN Global Group

7D

2.1%

1Y

-81.7%

MONO

฿0.75

Mono Next

7D

-5.1%

1Y

-40.9%

BEC

฿4.70

BEC World

7D

-7.8%

1Y

-42.0%

AQUA

฿0.33

Aqua Corporation

7D

-5.7%

1Y

-49.2%

READY

฿10.10

Readyplanet

7D

-8.2%

1Y

-12.8%

ROCTEC

฿0.73

Roctec Global

7D

-3.9%

1Y

43.1%