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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?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 08 Dec 2022฿155.1b฿35.0b฿3.7b27.6x42.1x4.4x
Sat, 05 Nov 2022฿152.5b฿32.9b฿3.3b32.4x45.6x4.6x
Mon, 03 Oct 2022฿149.2b฿32.9b฿3.3b29.1x44.6x4.5x
Wed, 31 Aug 2022฿165.8b฿32.7b฿3.3b31.6x49.8x5.1x
Fri, 29 Jul 2022฿155.2b฿31.4b฿1.9b31.4x79.7x5x
Sun, 26 Jun 2022฿174.4b฿31.4b฿1.9b35.7x89.6x5.6x
Tue, 24 May 2022฿172.0b฿30.9b฿1.8b38x97.4x5.6x
Thu, 21 Apr 2022฿176.5b฿30.3b฿1.8b37.9x97.4x5.8x
Sat, 19 Mar 2022฿167.7b฿30.3b฿1.8b34.9x92.6x5.5x
Mon, 14 Feb 2022฿163.6b฿30.3b฿1.3b43x123.4x5.4x
Wed, 12 Jan 2022฿169.1b฿30.3b฿1.3b43.4x128.7x5.6x
Fri, 10 Dec 2021฿160.7b฿30.3b฿1.3b40.4x124.3x5.3x
Sun, 07 Nov 2021฿154.9b฿30.3b฿1.4b29.1x108.6x5.1x
Tue, 05 Oct 2021฿151.2b฿30.2b฿1.4b31.6x106.1x5x
Thu, 02 Sep 2021฿153.3b฿30.2b฿1.4b31.1x106.8x5.1x
Sat, 31 Jul 2021฿137.5b฿30.2b฿1.4b30.7x95.7x4.6x
Tue, 04 May 2021฿136.1b฿28.1b-฿202,972,378.0026.1x-670.7x4.8x
Fri, 05 Feb 2021฿131.3b฿28.6b-฿2,288,057,689.0023.3x-57.4x4.6x
Mon, 09 Nov 2020฿113.8b฿30.4b-฿2,459,214,947.0018x-46.3x3.7x
Sun, 02 Aug 2020฿118.8b฿32.5b-฿2,335,047,179.0026.1x-50.9x3.6x
Wed, 06 May 2020฿132.6b฿36.5b-฿113,295,619.0014.5x-1170x3.6x
Sat, 08 Feb 2020฿143.0b฿37.0b฿1.9b18.5x74.4x3.9x
Price to Earnings Ratio

81.5x


Total Market Cap: ฿158.2bTotal Earnings: ฿1.9bTotal Revenue: ฿37.0bTotal Market Cap vs Earnings and Revenue0%0%0%
Thai Media Industry Price to Earnings3Y Average -133.6x20212022
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 Satellite1.46%
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?

CompanyLast Price7D1YValuation
NINE Nation International Edutainment฿7.253.6%
+฿397.4m
87.8%PS59x
NATION Nation Group (Thailand)฿0.19-36.7%
฿246.6m
-40.6%PE3.3x
AMARIN Amarin Printing and Publishing฿6.703.1%
+฿199.7m
13.6%PE14x
MACO Master Ad฿0.502.0%
+฿81.2m
-40.5%PE48.4x
AQUA Aqua Corporation฿0.641.6%
+฿57.1m
20.8%PE4.9x
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Latest News

ADD

฿12.40

AddTech Hub

7D

-8.8%

1Y

-55.3%

TH

฿2.54

Tong Hua Holding

7D

-4.5%

1Y

-17.5%

NATION

฿0.19

Nation Group (Thailand)

7D

-36.7%

1Y

-40.6%

NBC

฿2.02

Nation Broadcasting Corporation

7D

-4.7%

1Y

88.8%

MVP

฿2.62

M Vision

7D

-5.1%

1Y

-29.9%

MONO

฿1.48

Mono Next

7D

0.7%

1Y

1.4%

PLANB

฿8.00

Plan B Media

7D

-1.2%

1Y

16.8%

PICO

฿5.00

Pico (Thailand)

7D

-1.0%

1Y

5.5%

MCOT

฿4.72

MCOT

7D

0.9%

1Y

-27.9%

MATI

฿8.20

Matichon

7D

-1.8%

1Y

-2.4%

GPI

฿1.68

Grand Prix International

7D

-2.9%

1Y

-17.6%

AQUA

฿0.64

Aqua Corporation

7D

1.6%

1Y

20.8%

AMARIN

฿6.70

Amarin Printing and Publishing

7D

3.1%

1Y

13.6%

NINE

฿7.25

Nation International Edutainment

7D

3.6%

1Y

87.8%

MACO

฿0.50

Master Ad

7D

2.0%

1Y

-40.5%