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Thai (SET) Media Industry Analysis
UpdatedFeb 01, 2025
DataAggregated Company Financials
Companies24
- 7D-6.3%
- 3M-2.5%
- 1Y17.2%
- YTD-11.3%
Over the last 7 days, the Media industry has dropped 2.4%, driven by VGI declining 11%. Over the past 12 months, the industry was up 20%. Earnings are forecast to grow by 82% 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 |
|---|---|---|---|---|---|---|
| Sat, 01 Feb 2025 | ฿139.5b | ฿39.8b | -฿2,736,884,669.00 | 18.2x | -51x | 3.5x |
| Mon, 30 Dec 2024 | ฿124.4b | ฿39.8b | -฿2,736,884,669.00 | 22.1x | -45.4x | 3.1x |
| Wed, 27 Nov 2024 | ฿115.6b | ฿42.0b | -฿4,766,395,313.00 | 20x | -24.3x | 2.8x |
| Fri, 25 Oct 2024 | ฿117.1b | ฿41.6b | -฿4,455,974,982.00 | 18.9x | -26.3x | 2.8x |
| Sun, 22 Sep 2024 | ฿125.4b | ฿41.4b | -฿4,468,449,445.00 | 21.3x | -28.1x | 3x |
| Tue, 20 Aug 2024 | ฿103.9b | ฿40.7b | -฿4,385,852,890.00 | 19.9x | -23.7x | 2.6x |
| Thu, 18 Jul 2024 | ฿95.0b | ฿40.1b | -฿4,606,543,266.00 | 20.3x | -20.6x | 2.4x |
| Sat, 15 Jun 2024 | ฿93.9b | ฿40.0b | -฿4,698,155,266.00 | 24.5x | -20x | 2.3x |
| Mon, 13 May 2024 | ฿101.8b | ฿38.3b | -฿4,582,436,375.00 | 30.1x | -22.2x | 2.7x |
| Wed, 10 Apr 2024 | ฿106.6b | ฿38.6b | -฿4,246,190,552.00 | 26.7x | -25.1x | 2.8x |
| Fri, 08 Mar 2024 | ฿103.8b | ฿39.2b | -฿1,554,395,691.00 | 27.1x | -66.8x | 2.6x |
| Sun, 04 Feb 2024 | ฿105.5b | ฿38.1b | ฿1.8b | 28.9x | 59.4x | 2.8x |
| Tue, 02 Jan 2024 | ฿110.9b | ฿38.1b | ฿1.8b | 29.9x | 62.4x | 2.9x |
| Thu, 30 Nov 2023 | ฿111.1b | ฿38.2b | ฿1.8b | 27.4x | 62.3x | 2.9x |
| Sat, 28 Oct 2023 | ฿108.2b | ฿37.9b | ฿2.0b | 30.4x | 53.6x | 2.9x |
| Mon, 25 Sep 2023 | ฿126.9b | ฿37.5b | ฿2.0b | 36.2x | 63.5x | 3.4x |
| Wed, 23 Aug 2023 | ฿128.6b | ฿37.5b | ฿2.0b | 32.7x | 64.2x | 3.4x |
| Fri, 21 Jul 2023 | ฿124.8b | ฿36.8b | ฿3.7b | 29.2x | 33.5x | 3.4x |
| Sun, 18 Jun 2023 | ฿133.2b | ฿36.8b | ฿3.7b | 32.1x | 35.8x | 3.6x |
| Tue, 16 May 2023 | ฿133.1b | ฿35.6b | ฿3.6b | 29.6x | 36.8x | 3.7x |
| Thu, 13 Apr 2023 | ฿145.9b | ฿35.7b | ฿3.6b | 33.2x | 40.2x | 4.1x |
| Sat, 11 Mar 2023 | ฿155.9b | ฿36.8b | ฿4.1b | 32.9x | 38.1x | 4.2x |
| Mon, 06 Feb 2023 | ฿169.1b | ฿35.1b | ฿3.7b | 27.9x | 45.7x | 4.8x |
| Wed, 04 Jan 2023 | ฿159.2b | ฿35.1b | ฿3.7b | 25.5x | 43.1x | 4.5x |
| Fri, 02 Dec 2022 | ฿154.0b | ฿34.6b | ฿3.8b | 27.4x | 41x | 4.4x |
| Sun, 30 Oct 2022 | ฿144.2b | ฿32.9b | ฿3.3b | 31.3x | 43.1x | 4.4x |
| Tue, 27 Sep 2022 | ฿160.7b | ฿32.9b | ฿3.3b | 31.4x | 48x | 4.9x |
| Thu, 25 Aug 2022 | ฿163.1b | ฿32.7b | ฿3.3b | 31.8x | 49x | 5x |
| Sat, 23 Jul 2022 | ฿154.3b | ฿31.4b | ฿1.9b | 31.6x | 79.3x | 4.9x |
| Mon, 20 Jun 2022 | ฿169.3b | ฿31.4b | ฿1.9b | 36.4x | 86.9x | 5.4x |
| Wed, 18 May 2022 | ฿172.2b | ฿30.6b | ฿1.8b | 37.7x | 96.8x | 5.6x |
| Fri, 15 Apr 2022 | ฿178.1b | ฿30.3b | ฿1.8b | 38.9x | 98.3x | 5.9x |
| Sun, 13 Mar 2022 | ฿167.0b | ฿30.3b | ฿1.8b | 33.7x | 92.3x | 5.5x |
| Tue, 08 Feb 2022 | ฿170.6b | ฿30.3b | ฿1.3b | 44x | 129.8x | 5.6x |
Price to Earnings Ratio
129.8x
Current Industry PE
- Investors are relatively neutral on the Thai Media industry at the moment, indicating that they anticipate long term growth rates to remain steady.
- The industry is trading close to its 3-year average PS ratio of 3.8x.
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 9.5% 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 | -2.95% | |
| Telecom | -1.99% | |
| Media | -6.31% | |
| Cable and Satellite | 0% | 0 |
| Publishing | -4.44% | |
| Advertising | -6.03% | |
| Broadcasting | -9.64% | |
Industry PE
- Investors are most optimistic about the Broadcasting industry which is trading above its 3-year average PE ratio of 40.7x.
- Analysts are expecting annual earnings growth of 23.7%, which is higher than its past year's earnings decline of 15.2% per year.
Forecasted Growth
- Analysts are most optimistic on the Advertising industry, expecting annual earnings growth of 87% over the next 5 years.
- This is better than its past earnings growth rate of 41% per year.
- In contrast, the Broadcasting industry is expected to see its earnings grow by 24% 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 | |
|---|---|---|---|---|---|
| PLANB Plan B Media | ฿7.20 | 3.6% +฿1.1b | -17.7% | PE30.3x | |
| NATION Nation Group (Thailand) | ฿0.04 | 33.3% +฿122.0m | 0% | PS0.6x | |
| PICO Pico (Thailand) | ฿4.12 | 3.5% +฿30.1m | -17.3% | PE30.1x | |
| GPI Grand Prix International | ฿1.57 | 2.6% +฿24.0m | -12.3% | PE8.3x | |
| AMARIN Amarin Corporations | ฿2.82 | 0.7% +฿20.0m | -31.9% | PE24.7x |