Jamaican (JSE) Consumer Discretionary Sector Analysis

Sector Valuation and Performance

Has the Jamaican Consumer Discretionary Sector valuation changed over the past few years?

Date	Market Cap	Revenue	Earnings	PE	Absolute PE	PS
Thu, 08 Dec 2022	JA$148.5b	JA$96.9b	JA$8.1b	18.2x	18.3x	1.5x
Sat, 05 Nov 2022	JA$147.0b	JA$91.4b	JA$8.0b	20.6x	18.4x	1.6x
Mon, 03 Oct 2022	JA$150.2b	JA$89.5b	JA$7.9b	19x	19.1x	1.7x
Wed, 31 Aug 2022	JA$155.8b	JA$83.9b	JA$8.0b	20.3x	19.6x	1.9x
Fri, 29 Jul 2022	JA$166.7b	JA$83.8b	JA$7.9b	25.9x	21x	2x
Sun, 26 Jun 2022	JA$169.2b	JA$79.3b	JA$7.4b	22.8x	23x	2.1x
Tue, 24 May 2022	JA$163.8b	JA$75.3b	JA$7.4b	26.4x	22.2x	2.2x
Thu, 21 Apr 2022	JA$151.0b	JA$74.4b	JA$7.4b	27.7x	20.3x	2x
Sat, 19 Mar 2022	JA$129.5b	JA$71.4b	JA$7.2b	29.6x	17.9x	1.8x
Mon, 14 Feb 2022	JA$128.6b	JA$71.2b	JA$7.2b	21.8x	17.9x	1.8x
Wed, 12 Jan 2022	JA$112.6b	JA$71.2b	JA$7.2b	19.1x	15.7x	1.6x
Fri, 10 Dec 2021	JA$113.9b	JA$71.4b	JA$7.1b	19.4x	16x	1.6x
Sun, 07 Nov 2021	JA$111.0b	JA$69.8b	JA$6.7b	25.9x	16.5x	1.6x
Tue, 05 Oct 2021	JA$113.0b	JA$70.0b	JA$7.0b	26.9x	16.1x	1.6x
Thu, 02 Sep 2021	JA$106.2b	JA$68.9b	JA$7.0b	28.1x	15.1x	1.5x
Sat, 31 Jul 2021	JA$108.6b	JA$68.9b	JA$7.0b	27.8x	15.5x	1.6x
Tue, 04 May 2021	JA$102.0b	JA$57.7b	JA$5.9b	16.8x	17.3x	1.8x
Fri, 05 Feb 2021	JA$86.2b	JA$57.4b	JA$6.2b	14.3x	14x	1.5x
Mon, 09 Nov 2020	JA$83.2b	JA$58.5b	JA$5.6b	17.6x	14.8x	1.4x
Sun, 02 Aug 2020	JA$85.0b	JA$56.7b	JA$6.1b	15.8x	14x	1.5x
Wed, 06 May 2020	JA$82.1b	JA$60.4b	JA$7.2b	10.7x	11.4x	1.4x
Sat, 08 Feb 2020	JA$115.9b	JA$58.7b	JA$6.7b	18.5x	17.3x	2x

Current Industry PE

Investors are relatively neutral on the Jamaican Consumer Discretionary industry at the moment, indicating that they anticipate long term growth rates to remain steady.

The 3-year average PS ratio of 1.7x is higher than the industry's current PS ratio of 1.5x.

Past Earnings Growth

The earnings for companies in the Consumer Discretionary industry have grown 6.6% per year over the last three years.
Revenues for these companies have grown 18% 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 Jamaican Consumer Discretionary sector?


JM Market	-1.69%
Consumer Discretionary	5.58%
Hospitality	10.20%
Auto Components	0%
Auto	0%
Consumer Durables	0%
Leisure	0%
Luxury	0%
Online Retail and Ecommerce	0%
General Merchanise and Department Stores	0%
Specialty Stores	-0.34%
Retail Distributors	-0.75%
Consumer Services	-8.71%

Industry PE

Investors are most optimistic about the Specialty Stores industry which is trading above its 3-year average PE ratio of 23.7x.

It looks like they are confident that earnings will grow faster in the future than they have historically.

Forecasted GrowthThere is insufficient data on the sub-industries of this industry.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

Company	Last Price	7D	1Y	Valuation
SVL Supreme Ventures	JA$27.96	12.0% +JA$7.9b	51.2%	PE26.2x
DCOVE Dolphin Cove	JA$14.20	8.4% +JA$431.7m	8.4%	PE15.5x
ECL Express Catering	JA$5.05	1.0% +JA$81.9m	-10.9%	PE46.1x
138SL 138 Student Living Jamaica	JA$5.18	3.6% +JA$74.6m	17.7%	PE5.9x
KLE K.L.E. Group	JA$1.99	10.6% +JA$19.0m	-13.5%	PE2.7x

Nov 18

Sector Valuation and Performance