Thai (SET) Telecom Services and Carriers Industry Analysis
UpdatedMay 19, 2024
DataAggregated Company Financials
Companies6
- 7D1.9%
- 3M34.9%
- 1Y40.3%
- YTD60.7%
In the last week, the Telecom Services and Carriers industry is up 1.9%, with True Corporation up 1.7%. In the same time, Symphony Communication was down 6.3%. This means that the industry has gained 40% over the past year. Looking forward, earnings are forecast to grow by 90% annually.
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, 19 May 2024 | ฿354.8b | ฿277.6b | ฿3.6b | 14.6x | 99.8x | 1.3x |
| Tue, 16 Apr 2024 | ฿325.3b | ฿243.4b | ฿4.1b | 14.7x | 78.6x | 1.3x |
| Thu, 14 Mar 2024 | ฿311.7b | ฿243.4b | ฿4.1b | 12.8x | 75.3x | 1.3x |
| Sat, 10 Feb 2024 | ฿261.1b | ฿187.0b | -฿13,996,454,074.00 | 13x | -18.7x | 1.4x |
| Mon, 08 Jan 2024 | ฿391.1b | ฿322.2b | -฿32,414,041,964.00 | 13.4x | -12.1x | 1.2x |
| Wed, 06 Dec 2023 | ฿405.3b | ฿322.2b | -฿32,414,041,964.00 | 13.8x | -12.5x | 1.3x |
| Fri, 03 Nov 2023 | ฿423.0b | ฿299.9b | -฿38,504,965,451.00 | 13.4x | -11x | 1.4x |
| Sun, 01 Oct 2023 | ฿458.2b | ฿299.9b | -฿38,504,965,451.00 | 13.9x | -11.9x | 1.5x |
| Tue, 29 Aug 2023 | ฿454.6b | ฿299.9b | -฿38,504,965,451.00 | 15.1x | -11.8x | 1.5x |
| Thu, 27 Jul 2023 | ฿445.0b | ฿285.6b | -฿36,593,677,824.00 | 12.9x | -12.2x | 1.6x |
| Sat, 24 Jun 2023 | ฿415.0b | ฿285.6b | -฿36,593,677,824.00 | 14.6x | -11.3x | 1.5x |
| Mon, 22 May 2023 | ฿423.0b | ฿287.1b | -฿36,593,672,824.00 | 15.2x | -11.6x | 1.5x |
| Wed, 19 Apr 2023 | ฿492.5b | ฿303.4b | -฿37,882,461,577.00 | 16.8x | -13x | 1.6x |
| Fri, 17 Mar 2023 | ฿487.2b | ฿303.7b | -฿37,882,461,577.00 | 15.6x | -12.9x | 1.6x |
| Sun, 12 Feb 2023 | ฿213.5b | ฿175.9b | -฿4,983,075,004.00 | 32x | -42.8x | 1.2x |
| Tue, 10 Jan 2023 | ฿212.1b | ฿175.9b | -฿4,983,075,004.00 | 31.3x | -42.6x | 1.2x |
| Thu, 08 Dec 2022 | ฿199.5b | ฿175.9b | -฿4,983,075,004.00 | 26.5x | -40x | 1.1x |
| Sat, 05 Nov 2022 | ฿210.5b | ฿175.8b | -฿2,429,195,906.00 | 24.1x | -86.7x | 1.2x |
| Mon, 03 Oct 2022 | ฿216.0b | ฿175.8b | -฿2,429,195,906.00 | 23.7x | -88.9x | 1.2x |
| Wed, 31 Aug 2022 | ฿201.5b | ฿175.8b | -฿2,429,195,906.00 | 23.7x | -82.9x | 1.1x |
| Fri, 29 Jul 2022 | ฿202.3b | ฿175.1b | -฿3,036,392,737.00 | 39.9x | -66.6x | 1.2x |
| Sun, 26 Jun 2022 | ฿209.5b | ฿175.1b | -฿3,036,392,737.00 | 40.4x | -69x | 1.2x |
| Tue, 24 May 2022 | ฿202.1b | ฿175.1b | -฿3,036,392,737.00 | 43.2x | -66.6x | 1.2x |
| Thu, 21 Apr 2022 | ฿219.2b | ฿175.3b | -฿2,344,637,237.00 | 50.1x | -93.5x | 1.3x |
| Sat, 19 Mar 2022 | ฿218.4b | ฿175.3b | -฿2,344,637,237.00 | 48.6x | -93.1x | 1.2x |
| Mon, 14 Feb 2022 | ฿223.9b | ฿170.2b | -฿3,662,376,861.00 | 39.1x | -61.1x | 1.3x |
| Wed, 12 Jan 2022 | ฿212.1b | ฿170.2b | -฿3,848,496,681.00 | 32.5x | -55.1x | 1.2x |
| Fri, 10 Dec 2021 | ฿206.2b | ฿170.2b | -฿3,848,496,681.00 | 27.5x | -53.6x | 1.2x |
| Sun, 07 Nov 2021 | ฿173.7b | ฿170.1b | -฿3,741,970,813.00 | 31.1x | -46.4x | 1x |
| Tue, 05 Oct 2021 | ฿180.4b | ฿170.4b | -฿3,811,068,813.00 | 30x | -47.3x | 1.1x |
| Thu, 02 Sep 2021 | ฿137.1b | ฿151.1b | -฿913,744,263.00 | 30.2x | -150x | 0.9x |
| Sat, 31 Jul 2021 | ฿129.4b | ฿151.1b | -฿913,744,263.00 | 24.3x | -141.6x | 0.9x |
Price to Earnings Ratio
127.7x
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 100x which is higher than its 3-year average PE of -35.5x.
- The industry is trading close to its 3-year average PS ratio of 1.3x.
Past Earnings Growth
- The earnings for companies in the Telecom industry have grown 52% per year over the last three years.
- Revenues for these companies have grown 23% per year.
- This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.
Industry Trends
Which industries have driven the changes within the Thai Telecom industry?
| TH Market | 0.78% | |
| Telecom | 0.69% | |
| Telecom Services and Carriers | 1.87% | |
| Integrated Telecom Services | 2.04% | |
| Alternative Carriers | -0.83% | |
Industry PE
- Investors are most optimistic about the Integrated Telecom Services industry which is trading above its 3-year average PE ratio.
- Analysts are expecting annual earnings growth of 99.0%, which is higher than its past year's earnings decline of 76.1% per year.
- Investors are most pessimistic about the Alternative Carriers industry, which is trading below its 3-year average of 47.4x.
Forecasted Growth
- Analysts are most optimistic on the Integrated Telecom Services industry, expecting annual earnings growth of 99% over the next 5 years.
- This is better than its past earnings decline of 76% per year.
- In contrast, the Alternative Carriers industry is expected to see its earnings decline by 35% 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 | ฿8.75 | 1.7% +฿5.2b | 37.8% | PS1.3x | |
| JAS Jasmine International | ฿3.34 | 5.0% +฿1.4b | 135.2% | PE1.4x | |
| SAMTEL Samart Telcoms | ฿3.84 | 5.5% +฿123.6m | -6.8% | PE37.6x | |
| THCOM Thaicom | ฿12.80 | 0.8% +฿109.6m | 16.4% | PE25.4x |