Thai (SET) Marine and Shipping Industry Analysis
UpdatedMay 31, 2024
DataAggregated Company Financials
Companies5
- 7D12.2%
- 3M26.8%
- 1Y20.2%
- YTD17.0%
Over the last 7 days, the Marine and Shipping industry has risen 1.8%, driven by gains from Regional Container Lines of 14%. This means that the industry has gained 9.9% over the past year. Earnings are forecast to grow by 18% annually.
Industry Valuation and Performance
Has the Thai Marine and Shipping Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 31 May 2024 | ฿45.2b | ฿40.1b | ฿2.3b | 16.3x | 19.4x | 1.1x |
| Sun, 28 Apr 2024 | ฿31.8b | ฿39.6b | ฿2.3b | 11.1x | 13.8x | 0.8x |
| Tue, 26 Mar 2024 | ฿31.5b | ฿39.6b | ฿2.3b | 10.3x | 13.7x | 0.8x |
| Thu, 22 Feb 2024 | ฿39.3b | ฿43.1b | ฿5.6b | 5.8x | 7x | 0.9x |
| Sat, 20 Jan 2024 | ฿38.4b | ฿43.4b | ฿5.9b | 5.5x | 6.5x | 0.9x |
| Mon, 18 Dec 2023 | ฿33.6b | ฿43.4b | ฿5.9b | 4.9x | 5.7x | 0.8x |
| Wed, 15 Nov 2023 | ฿32.1b | ฿43.4b | ฿5.9b | 4.9x | 5.5x | 0.7x |
| Fri, 13 Oct 2023 | ฿36.5b | ฿52.4b | ฿13.1b | 4.1x | 2.8x | 0.7x |
| Sun, 10 Sep 2023 | ฿38.3b | ฿52.4b | ฿13.1b | 4.7x | 2.9x | 0.7x |
| Tue, 08 Aug 2023 | ฿37.5b | ฿59.5b | ฿20.1b | 5.1x | 1.9x | 0.6x |
| Thu, 06 Jul 2023 | ฿38.7b | ฿60.8b | ฿21.4b | 4.1x | 1.8x | 0.6x |
| Sat, 03 Jun 2023 | ฿38.9b | ฿60.8b | ฿21.4b | 4.1x | 1.8x | 0.6x |
| Mon, 01 May 2023 | ฿44.6b | ฿69.4b | ฿29.9b | 4.9x | 1.5x | 0.6x |
| Wed, 29 Mar 2023 | ฿50.2b | ฿69.4b | ฿29.9b | 5.3x | 1.7x | 0.7x |
| Fri, 24 Feb 2023 | ฿55.6b | ฿71.7b | ฿35.4b | 7.5x | 1.6x | 0.8x |
| Sun, 22 Jan 2023 | ฿56.7b | ฿72.8b | ฿36.6b | 6.7x | 1.5x | 0.8x |
| Tue, 20 Dec 2022 | ฿54.6b | ฿72.8b | ฿36.6b | 6.6x | 1.5x | 0.7x |
| Thu, 17 Nov 2022 | ฿56.5b | ฿72.3b | ฿36.5b | 8.4x | 1.6x | 0.8x |
| Sat, 15 Oct 2022 | ฿52.2b | ฿66.8b | ฿33.9b | 9.2x | 1.5x | 0.8x |
| Mon, 12 Sep 2022 | ฿56.2b | ฿66.8b | ฿33.9b | 7.7x | 1.7x | 0.8x |
| Wed, 10 Aug 2022 | ฿65.3b | ฿65.4b | ฿33.8b | 10.1x | 1.9x | 1x |
| Fri, 08 Jul 2022 | ฿64.3b | ฿59.1b | ฿28.8b | 10.4x | 2.2x | 1.1x |
| Sun, 05 Jun 2022 | ฿74.9b | ฿59.1b | ฿28.8b | 11.1x | 2.6x | 1.3x |
| Tue, 03 May 2022 | ฿72.9b | ฿49.4b | ฿22.6b | 11.7x | 3.2x | 1.5x |
| Thu, 31 Mar 2022 | ฿67.6b | ฿49.4b | ฿22.6b | 10.9x | 3x | 1.4x |
| Sat, 26 Feb 2022 | ฿68.4b | ฿40.8b | ฿15.6b | 6.2x | 4.4x | 1.7x |
| Mon, 24 Jan 2022 | ฿63.8b | ฿38.8b | ฿13.8b | 8.7x | 4.6x | 1.6x |
| Wed, 22 Dec 2021 | ฿69.8b | ฿38.8b | ฿13.8b | 9.8x | 5x | 1.8x |
| Fri, 19 Nov 2021 | ฿60.9b | ฿38.8b | ฿13.8b | 8.9x | 4.4x | 1.6x |
| Sun, 17 Oct 2021 | ฿64.3b | ฿31.8b | ฿8.8b | 17.8x | 7.3x | 2x |
| Tue, 14 Sep 2021 | ฿88.0b | ฿31.8b | ฿8.8b | 18.9x | 10x | 2.8x |
| Thu, 12 Aug 2021 | ฿89.5b | ฿31.8b | ฿8.8b | 16.2x | 10.1x | 2.8x |
| Mon, 07 Jun 2021 | ฿77.1b | ฿26.5b | ฿3.8b | 14.1x | 20.3x | 2.9x |
Price to Earnings Ratio
20.3x
Current Industry PE
- Investors are optimistic on the Thai Shipping industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 18.4x which is higher than its 3-year average PE of 4.8x.
- The industry is trading close to its 3-year average PS ratio of 1.2x.
Past Earnings Growth
- The earnings for companies in the Shipping industry have declined 15% per year over the last three years.
- Meanwhile revenues for these companies have grown 15% 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 Industrials industry?
| TH Market | -1.17% | |
| Industrials | -1.16% | |
| Marine and Shipping | 12.24% | |
| Marine | 12.24% | |
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| RCL Regional Container Lines | ฿30.00 | 14.3% +฿3.1b | 28.8% | PE20.7x | |
| PSL Precious Shipping | ฿10.90 | 11.8% +฿1.8b | 23.2% | PE16.3x | |
| BIOTEC Bio Green Energy Tech | ฿0.33 | 3.1% +฿30.5m | -45.0% | PS0.2x | |
| RP Raja Ferry Port | ฿1.38 | 4.5% +฿12.0m | -25.4% | PS0.5x |