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Thai (SET) Telecom Services and Carriers Industry Analysis
UpdatedFeb 15, 2025
DataAggregated Company Financials
Companies7
- 7D5.4%
- 3M1.8%
- 1Y59.5%
- YTD8.0%
In the last week, the Telecom Services and Carriers industry is up 6.0%, with True Corporation up 5.9%. This takes the industry's 12 month performance to a gain of 57%. As for the next few years, earnings are expected to grow by 115% per annum.
Industry Valuation and Performance
Has the Thai Telecom Services and Carriers Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 16 Feb 2025 | ฿511.8b | ฿283.1b | ฿6.1b | 13.3x | 84.6x | 1.8x |
| Tue, 14 Jan 2025 | ฿465.5b | ฿283.2b | ฿5.6b | 16.2x | 83.8x | 1.6x |
| Thu, 12 Dec 2024 | ฿504.1b | ฿283.2b | ฿5.6b | 18x | 90.7x | 1.8x |
| Sat, 09 Nov 2024 | ฿508.3b | ฿283.2b | ฿5.3b | 50.5x | 95.3x | 1.8x |
| Mon, 07 Oct 2024 | ฿476.8b | ฿282.3b | ฿4.5b | 37.9x | 104.8x | 1.7x |
| Wed, 04 Sep 2024 | ฿443.5b | ฿282.3b | ฿4.5b | 33.7x | 97.5x | 1.6x |
| Fri, 02 Aug 2024 | ฿403.9b | ฿280.1b | ฿3.7b | 18.7x | 108.8x | 1.4x |
| Sun, 30 Jun 2024 | ฿349.2b | ฿277.7b | ฿3.6b | 13.1x | 97.8x | 1.3x |
| Tue, 28 May 2024 | ฿346.4b | ฿277.6b | ฿3.6b | 14.7x | 97.4x | 1.2x |
| Thu, 25 Apr 2024 | ฿322.0b | ฿243.4b | ฿4.1b | 14.5x | 77.8x | 1.3x |
| Sat, 23 Mar 2024 | ฿316.6b | ฿243.4b | ฿4.1b | 13.5x | 76.5x | 1.3x |
| Mon, 19 Feb 2024 | ฿263.0b | ฿187.0b | -฿13,996,454,074.00 | 12.4x | -18.8x | 1.4x |
| Wed, 17 Jan 2024 | ฿392.5b | ฿322.2b | -฿32,414,041,964.00 | 13.4x | -12.1x | 1.2x |
| Fri, 15 Dec 2023 | ฿386.2b | ฿322.2b | -฿32,414,041,964.00 | 11.7x | -11.9x | 1.2x |
| Sun, 12 Nov 2023 | ฿410.3b | ฿322.2b | -฿32,419,619,964.00 | 14.7x | -12.7x | 1.3x |
| Tue, 10 Oct 2023 | ฿447.4b | ฿299.9b | -฿38,504,965,451.00 | 14.4x | -11.6x | 1.5x |
| Thu, 07 Sep 2023 | ฿445.6b | ฿299.9b | -฿38,504,965,451.00 | 15.1x | -11.6x | 1.5x |
| Sat, 05 Aug 2023 | ฿441.6b | ฿300.6b | -฿38,152,083,824.00 | 13.3x | -11.6x | 1.5x |
| Mon, 03 Jul 2023 | ฿428.9b | ฿285.6b | -฿36,593,677,824.00 | 13.5x | -11.7x | 1.5x |
| Wed, 31 May 2023 | ฿439.6b | ฿285.6b | -฿36,593,677,824.00 | 15.6x | -12x | 1.5x |
| Fri, 28 Apr 2023 | ฿486.4b | ฿303.4b | -฿37,882,461,577.00 | 16.2x | -12.8x | 1.6x |
| Sun, 26 Mar 2023 | ฿508.9b | ฿303.4b | -฿37,882,461,577.00 | 16.1x | -13.4x | 1.7x |
| Tue, 21 Feb 2023 | ฿219.1b | ฿175.9b | -฿4,983,075,004.00 | 30.8x | -44x | 1.2x |
| Thu, 19 Jan 2023 | ฿211.9b | ฿175.9b | -฿4,983,075,004.00 | 30.9x | -42.5x | 1.2x |
| Sat, 17 Dec 2022 | ฿203.1b | ฿175.9b | -฿4,983,075,004.00 | 26.4x | -40.8x | 1.2x |
| Mon, 14 Nov 2022 | ฿209.8b | ฿175.9b | -฿2,463,840,004.00 | 24.8x | -85.2x | 1.2x |
| Wed, 12 Oct 2022 | ฿215.4b | ฿175.8b | -฿2,429,195,906.00 | 24.1x | -88.7x | 1.2x |
| Fri, 09 Sep 2022 | ฿205.1b | ฿175.8b | -฿2,429,195,906.00 | 24.8x | -84.4x | 1.2x |
| Sun, 07 Aug 2022 | ฿211.4b | ฿175.1b | -฿3,036,392,737.00 | 41.3x | -69.6x | 1.2x |
| Tue, 05 Jul 2022 | ฿203.9b | ฿175.1b | -฿3,036,392,737.00 | 39.8x | -67.2x | 1.2x |
| Thu, 02 Jun 2022 | ฿206.1b | ฿175.1b | -฿3,036,392,737.00 | 44x | -67.9x | 1.2x |
| Sat, 30 Apr 2022 | ฿217.9b | ฿175.3b | -฿2,344,637,237.00 | 50.1x | -92.9x | 1.2x |
| Mon, 28 Mar 2022 | ฿225.4b | ฿175.3b | -฿2,344,637,237.00 | 48.1x | -96.1x | 1.3x |
| Wed, 23 Feb 2022 | ฿227.0b | ฿175.2b | -฿3,451,212,861.00 | 40.7x | -65.8x | 1.3x |
Price to Earnings Ratio
-65.8x
Current Industry PE
- Investors are optimistic on the Thai Telecom industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 82.8x which is higher than its 3-year average PE of 3.1x.
- The 3-year average PS ratio of 1.4x is lower than the industry's current PS ratio of 1.8x.
Past Earnings Growth
- Total earnings for the Telecom industry have gone up over the last three years, and the industry is now profitable. Revenues have grown 18% per year.
- This means that more sales are being generated by the industry overall, and subsequently profits are increasing too.
Industry Trends
Which industries have driven the changes within the Thai Telecom industry?
| TH Market | -0.76% | |
| Telecom | 4.45% | |
| Telecom Services and Carriers | 5.36% | |
| Integrated Telecom Services | 5.46% | |
| Alternative Carriers | 2.70% | |
Industry PE
- Investors are most optimistic about the Integrated Telecom Services industry which is trading above its 3-year average PE ratio of 15.2x.
- Analysts are expecting annual earnings growth of 118.0%, which is higher than its past year's earnings decline of 75.0% per year.
- Investors are most pessimistic about the Alternative Carriers industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 0.87x.
Forecasted Growth
- Analysts are most optimistic on the Integrated Telecom Services industry, expecting annual earnings growth of 118% over the next 5 years.
- This is better than its past earnings decline of 75% per year.
- In contrast, the Alternative Carriers industry is expected to see its earnings grow by 44% 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 | |
|---|---|---|---|---|---|
| TRUE True Corporation | ฿12.80 | 5.8% +฿24.2b | 98.4% | PS1.8x | |
| JTS Jasmine Technology Solution | ฿48.50 | 4.3% +฿1.4b | -41.4% | PE74.4x | |
| THCOM Thaicom | ฿11.30 | 2.7% +฿328.8m | -8.9% | PS5.1x | |
| SAMTEL Samart Telcoms | ฿5.65 | 4.6% +฿154.5m | 112.4% | PE59.6x | |
| ITEL Interlink Telecom | ฿1.58 | 6.0% +฿125.0m | -33.6% | PE8.5x |