Narrative Update • Jul 10

Over the last 7 days, the Real Estate industry has dropped 2.3%, driven by Plaza declining 5.7%. In contrast, Cencosud Shopping has gained 5.2%. Over the past 12 months, the industry was up 61%. As for the next few years, earnings are forecast to decline by 21% per annum.
Has the Chilean Real Estate Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 27 Jul 2026 | CL$16.7t | CL$1.5t | CL$2.0t | 7.1x | 8.4x | 10.9x |
| Wed, 24 Jun 2026 | CL$16.8t | CL$1.5t | CL$2.0t | 7.1x | 8.4x | 10.9x |
| Fri, 22 May 2026 | CL$16.6t | CL$1.5t | CL$2.0t | 11x | 8.4x | 10.8x |
| Sun, 19 Apr 2026 | CL$19.7t | CL$1.5t | CL$1.9t | 11.1x | 10.2x | 13x |
| Tue, 17 Mar 2026 | CL$16.7t | CL$1.5t | CL$1.9t | 10.3x | 8.7x | 11.1x |
| Thu, 12 Feb 2026 | CL$16.9t | CL$1.5t | CL$1.2t | 12.1x | 14.5x | 11.4x |
| Sat, 10 Jan 2026 | CL$15.4t | CL$1.4t | CL$1.1t | 11.3x | 13.4x | 10.7x |
| Mon, 08 Dec 2025 | CL$14.9t | CL$1.4t | CL$1.1t | 10.9x | 13x | 10.4x |
| Wed, 05 Nov 2025 | CL$12.2t | CL$1.4t | CL$1.1t | 10.2x | 11.2x | 8.8x |
| Fri, 03 Oct 2025 | CL$11.9t | CL$1.4t | CL$1.1t | 10.4x | 11x | 8.7x |
| Sun, 31 Aug 2025 | CL$10.6t | CL$1.4t | CL$1.1t | 10.1x | 9.8x | 7.8x |
| Tue, 29 Jul 2025 | CL$9.8t | CL$1.3t | CL$779.1b | 10.7x | 12.6x | 7.5x |
| Thu, 26 Jun 2025 | CL$9.9t | CL$1.3t | CL$779.1b | 11x | 12.7x | 7.6x |
| Sat, 24 May 2025 | CL$10.5t | CL$1.3t | CL$760.5b | 11.4x | 13.8x | 8.3x |
| Mon, 21 Apr 2025 | CL$10.4t | CL$1.2t | CL$760.8b | 10.7x | 13.6x | 8.3x |
| Wed, 19 Mar 2025 | CL$9.2t | CL$1.2t | CL$759.5b | 11.7x | 12.1x | 7.4x |
| Fri, 14 Feb 2025 | CL$8.7t | CL$1.2t | CL$705.9b | 11.9x | 12.3x | 7.3x |
| Sun, 12 Jan 2025 | CL$7.9t | CL$1.2t | CL$700.2b | 11.4x | 11.4x | 6.8x |
| Tue, 10 Dec 2024 | CL$8.0t | CL$1.2t | CL$700.2b | 11.4x | 11.4x | 6.8x |
| Thu, 07 Nov 2024 | CL$7.7t | CL$1.2t | CL$688.3b | 10.7x | 11.1x | 6.6x |
| Sat, 05 Oct 2024 | CL$7.5t | CL$1.1t | CL$693.2b | 10.7x | 10.8x | 6.5x |
| Mon, 02 Sep 2024 | CL$7.4t | CL$1.1t | CL$693.1b | 10.4x | 10.7x | 6.5x |
| Wed, 31 Jul 2024 | CL$7.2t | CL$1.1t | CL$725.3b | 10.1x | 10x | 6.5x |
| Fri, 28 Jun 2024 | CL$6.9t | CL$1.1t | CL$725.3b | 10.1x | 9.5x | 6.2x |
| Sun, 26 May 2024 | CL$7.2t | CL$1.1t | CL$726.2b | 10.6x | 9.9x | 6.5x |
| Tue, 23 Apr 2024 | CL$6.7t | CL$1.1t | CL$681.8b | 10.3x | 9.8x | 6.2x |
| Thu, 21 Mar 2024 | CL$7.0t | CL$1.1t | CL$678.4b | 10.3x | 10.3x | 6.5x |
| Sat, 17 Feb 2024 | CL$7.0t | CL$1.1t | CL$544.7b | 11.1x | 12.9x | 6.5x |
| Mon, 15 Jan 2024 | CL$6.6t | CL$1.1t | CL$554.9b | 11.1x | 11.8x | 6x |
| Wed, 13 Dec 2023 | CL$6.6t | CL$1.1t | CL$554.9b | 11.1x | 12x | 6.1x |
| Fri, 10 Nov 2023 | CL$6.0t | CL$1.1t | CL$511.9b | 10.1x | 11.8x | 5.7x |
| Sun, 08 Oct 2023 | CL$6.0t | CL$1.1t | CL$493.4b | 10.1x | 12.2x | 5.7x |
| Tue, 05 Sep 2023 | CL$6.6t | CL$1.0t | CL$573.9b | 10.1x | 11.4x | 6.3x |
| Thu, 03 Aug 2023 | CL$6.8t | CL$1.0t | CL$384.9b | 9.1x | 17.6x | 6.6x |
17.6x
Which industries have driven the changes within the Chilean Real Estate sector?
| CL Market | 0.68% | |
| Real Estate | -2.33% | |
| REITS | 0% | 0 |
| Real Estate | -2.37% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| CENCOMALLS Cencosud Shopping | CL$2.32k | 5.2% +CL$194.3b | 24.4% | PE11.8x | |
| ZOFRI Zona Franca de Iquique | CL$1.02k | 1.2% +CL$2.6b | 3.9% | PE11.8x |