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Sri Lankan (CSE) Consumer Discretionary Sector Analysis

UpdatedDec 07, 2022
DataAggregated Company Financials
Companies60
  • 7D5.0%
  • 3M-8.6%
  • 1Y-3.0%
  • YTD-17.4%

The Consumer Discretionary industry is up 5.0% in the last week, with John Keells Hotels up 16%. In the same time, Jetwing Symphony was down 8.6%. The industry has been flat over the past 12 months despite the gain this week. Earnings are forecast to grow by 23% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 07 Dec 2022LK₨280.6bLK₨519.8bLK₨12.8b8.3x21.9x0.5x
Fri, 04 Nov 2022LK₨280.5bLK₨485.6bLK₨17.2b11.1x16.3x0.6x
Sun, 02 Oct 2022LK₨314.6bLK₨483.0bLK₨16.9b11.7x18.7x0.7x
Tue, 30 Aug 2022LK₨294.9bLK₨484.6bLK₨17.1b9.8x17.3x0.6x
Thu, 28 Jul 2022LK₨229.0bLK₨434.6bLK₨13.7b8.1x16.7x0.5x
Sat, 25 Jun 2022LK₨218.9bLK₨425.9bLK₨12.5b8x17.5x0.5x
Mon, 23 May 2022LK₨237.1bLK₨420.1bLK₨4.2b7.3x57x0.6x
Wed, 20 Apr 2022LK₨236.8bLK₨401.1bLK₨257.6m7x919.2x0.6x
Fri, 18 Mar 2022LK₨276.5bLK₨392.2b-LK₨168,287,406.008x-1643.3x0.7x
Sun, 13 Feb 2022LK₨346.9bLK₨365.3b-LK₨5,437,110,633.0012.5x-63.8x0.9x
Tue, 11 Jan 2022LK₨328.7bLK₨296.4b-LK₨10,107,751,223.0012.8x-32.5x1.1x
Thu, 09 Dec 2021LK₨296.8bLK₨314.9b-LK₨10,342,300,598.0010.2x-28.7x0.9x
Sat, 06 Nov 2021LK₨302.0bLK₨297.1b-LK₨8,734,978,407.0010.5x-34.6x1x
Mon, 04 Oct 2021LK₨293.9bLK₨295.3b-LK₨9,234,176,334.0010.7x-31.8x1x
Wed, 01 Sep 2021LK₨259.1bLK₨295.2b-LK₨9,261,899,462.1910.5x-28x0.9x
Thu, 08 Jul 2021LK₨218.1bLK₨295.2b-LK₨9,261,899,462.198.2x-23.5x0.7x
Wed, 31 Mar 2021LK₨211.0bLK₨271.4b-LK₨17,376,007,221.237.9x-12.1x0.8x
Sat, 02 Jan 2021LK₨231.1bLK₨259.8b-LK₨14,130,356,198.2213.5x-16.4x0.9x
Tue, 06 Oct 2020LK₨196.1bLK₨271.9b-LK₨9,688,175,662.0714.4x-20.2x0.7x
Fri, 10 Jul 2020LK₨160.2bLK₨274.5b-LK₨8,607,797,540.8314.5x-18.6x0.6x
Thu, 02 Apr 2020LK₨138.1bLK₨295.8b-LK₨4,259,985,620.1112.1x-32.4x0.5x
Sun, 05 Jan 2020LK₨207.1bLK₨312.5bLK₨3.1b16.7x66.3x0.7x
Price to Earnings Ratio

66.3x


Total Market Cap: LK₨207.1bTotal Earnings: LK₨3.1bTotal Revenue: LK₨312.5bTotal Market Cap vs Earnings and Revenue0%0%0%
Sri Lankan Consumer Discretionary Sector Price to Earnings3Y Average 195.4x20212022
Current Industry PE
  • Investors are pessimistic on the Sri Lankan Consumer Discretionary industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 21.9x which is lower than its 3-year average PE of 195x.
  • The industry is trading close to its 3-year average PS ratio of 0.72x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have grown 60% 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 Sri Lankan Consumer Discretionary sector?

LK Market6.93%
Consumer Discretionary5.04%
Auto Components9.08%
Consumer Durables8.63%
Hospitality7.20%
Retail Distributors4.94%
Online Retail and Ecommerce3.53%
Specialty Stores2.47%
Luxury0.15%
Auto0%
Leisure0%
Consumer Services0%
General Merchanise and Department Stores-2.17%
Industry PE
  • Investors are most optimistic about the Online Retail and Ecommerce industry which is trading above its 3-year average PE ratio of 8.7x.
    • It looks like they are confident that earnings will grow faster in the future than they have historically.
Forecasted Growth
  • Analysts are most optimistic on the Luxury industry, expecting annual earnings growth of 23% over the next 5 years.
  • However this is lower than its past earnings growth rate of 108% per year.
  • In contrast, the Luxury industry is expected to see its earnings grow by 23% per year over the next few years.

Top Stock Gainers and Losers

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

CompanyLast Price7D1YValuation
KHL.N0000 John Keells HotelsLK₨18.509.5%
+LK₨2.3b
43.4%PS1.2x
EDEN.N0000 Eden Hotel LankaLK₨20.1011.7%
+LK₨1.1b
-31.6%PS7.7x
AHPL.N0000 Asian Hotels and PropertiesLK₨39.106.5%
+LK₨1.1b
-13.1%PS2.7x
AHUN.N0000 Aitken Spence Hotel HoldingsLK₨57.504.0%
+LK₨739.8m
55.4%PE23.7x
RIL.N0000 R I L PropertyLK₨6.009.1%
+LK₨400.0m
-56.2%PE26.6x
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