Narrative Update • Aug 05

Over the last 7 days, the Integrated Telecom Services industry has remained flat, although notably Jasmine International declined by 4.7%. As for the the longer term, the industry is up 18% over the past 12 months. As for the next few years, earnings are expected to grow by 17% per annum.
Has the Thai Integrated Telecom Services Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 23 Aug 2026 | ฿490.9b | ฿199.6b | ฿16.6b | 25.8x | 29.6x | 2.5x |
| Tue, 21 Jul 2026 | ฿512.0b | ฿202.7b | ฿12.7b | 30.8x | 40.3x | 2.5x |
| Thu, 18 Jun 2026 | ฿521.8b | ฿202.8b | ฿12.7b | 26.8x | 40.9x | 2.6x |
| Sat, 16 May 2026 | ฿547.3b | ฿202.4b | ฿13.8b | 35.8x | 39.7x | 2.7x |
| Mon, 13 Apr 2026 | ฿543.5b | ฿207.4b | ฿8.8b | 53.5x | 61.4x | 2.6x |
| Wed, 11 Mar 2026 | ฿507.3b | ฿207.4b | ฿8.8b | 49.4x | 57.4x | 2.4x |
| Fri, 06 Feb 2026 | ฿472.1b | ฿212.1b | ฿173.9m | 22.1x | 2713.9x | 2.2x |
| Sun, 04 Jan 2026 | ฿435.2b | ฿212.1b | ฿173.9m | 23.1x | 2501.9x | 2.1x |
| Tue, 02 Dec 2025 | ฿422.0b | ฿212.1b | ฿173.9m | 21.6x | 2426x | 2x |
| Thu, 30 Oct 2025 | ฿429.8b | ฿215.1b | -฿3,681,993,406.00 | 27.8x | -116.7x | 2x |
| Sat, 27 Sep 2025 | ฿398.5b | ฿215.1b | -฿3,681,993,406.00 | 29.8x | -108.2x | 1.9x |
| Mon, 25 Aug 2025 | ฿447.2b | ฿215.1b | -฿3,681,993,406.00 | 31x | -121.5x | 2.1x |
| Wed, 23 Jul 2025 | ฿408.3b | ฿216.7b | -฿7,195,767,406.00 | 22.9x | -56.7x | 1.9x |
| Fri, 20 Jun 2025 | ฿409.2b | ฿216.7b | -฿7,195,767,406.00 | 22.9x | -56.9x | 1.9x |
| Sun, 18 May 2025 | ฿474.0b | ฿216.9b | -฿7,195,767,406.00 | 24.9x | -65.9x | 2.2x |
| Tue, 15 Apr 2025 | ฿442.2b | ฿216.3b | -฿9,762,798,406.00 | 27.1x | -45.3x | 2x |
| Thu, 13 Mar 2025 | ฿404.2b | ฿216.3b | -฿9,762,798,406.00 | 30.5x | -41.4x | 1.9x |
| Sat, 08 Feb 2025 | ฿468.9b | ฿275.9b | ฿5.6b | 57x | 83.6x | 1.7x |
| Mon, 06 Jan 2025 | ฿467.6b | ฿275.9b | ฿5.6b | 68.1x | 83.3x | 1.7x |
| Wed, 04 Dec 2024 | ฿481.1b | ฿275.9b | ฿5.6b | 66.5x | 85.7x | 1.7x |
| Fri, 01 Nov 2024 | ฿497.4b | ฿275.8b | ฿4.7b | 83.7x | 106.7x | 1.8x |
| Sun, 29 Sep 2024 | ฿461.7b | ฿274.9b | ฿3.9b | 61.9x | 119.2x | 1.7x |
| Tue, 27 Aug 2024 | ฿426.4b | ฿274.9b | ฿3.9b | 55.6x | 110.1x | 1.6x |
| Thu, 25 Jul 2024 | ฿388.7b | ฿272.6b | ฿2.5b | 40.9x | 152.9x | 1.4x |
| Sat, 22 Jun 2024 | ฿322.1b | ฿270.1b | ฿2.4b | 15.8x | 134.1x | 1.2x |
| Mon, 20 May 2024 | ฿333.4b | ฿270.1b | ฿2.4b | 19.5x | 138.9x | 1.2x |
| Wed, 17 Apr 2024 | ฿302.1b | ฿236.0b | ฿3.2b | 13.1x | 93x | 1.3x |
| Fri, 15 Mar 2024 | ฿298.9b | ฿236.0b | ฿3.2b | 11.9x | 92x | 1.3x |
| Sun, 11 Feb 2024 | ฿241.0b | ฿179.3b | -฿14,880,327,568.00 | 10.3x | -16.2x | 1.3x |
| Tue, 09 Jan 2024 | ฿370.0b | ฿314.3b | -฿33,165,526,568.00 | 10.7x | -11.2x | 1.2x |
| Thu, 07 Dec 2023 | ฿383.8b | ฿314.3b | -฿33,165,526,568.00 | 11.5x | -11.6x | 1.2x |
| Sat, 04 Nov 2023 | ฿402.3b | ฿291.9b | -฿39,243,594,568.00 | 7.4x | -10.3x | 1.4x |
| Mon, 02 Oct 2023 | ฿435.7b | ฿291.9b | -฿39,243,594,568.00 | 9x | -11.1x | 1.5x |
| Wed, 30 Aug 2023 | ฿428.4b | ฿291.9b | -฿39,243,594,568.00 | 10.2x | -10.9x | 1.5x |
-10.9x
How does Thai Integrated Telecom Services compare with similar industries?
| TH Market | 0.31% | |
| Telecom | -1.95% | |
| Telecom Services and Carriers | -1.45% | |
| Integrated Telecom Services | -1.83% | |
| Alternative Carriers | 9.53% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| JTS Jasmine Technology Solution | ฿30.50 | 8.9% +฿1.7b | -7.6% | PS9.2x |