Malaysian (KLSE) Auto Industry Analysis

Industry Valuation and Performance

Has the Malaysian Auto Industry valuation changed over the past few years?

Date	Market Cap	Revenue	Earnings	PE	Absolute PE	PS
Fri, 27 Sep 2024	RM 7.2b	RM 23.0b	RM 601.8m	10.5x	12x	0.3x
Sun, 25 Aug 2024	RM 7.2b	RM 23.3b	RM 674.6m	9.2x	10.7x	0.3x
Tue, 23 Jul 2024	RM 7.5b	RM 23.1b	RM 761.6m	9x	9.8x	0.3x
Thu, 20 Jun 2024	RM 7.7b	RM 23.1b	RM 761.6m	9.3x	10.1x	0.3x
Sat, 18 May 2024	RM 7.5b	RM 22.7b	RM 563.4m	10.3x	13.3x	0.3x
Mon, 15 Apr 2024	RM 7.8b	RM 22.7b	RM 566.9m	10.6x	13.7x	0.3x
Wed, 13 Mar 2024	RM 7.1b	RM 22.7b	RM 566.9m	9.7x	12.5x	0.3x
Fri, 09 Feb 2024	RM 13.0b	RM 41.2b	RM 1.2b	8.1x	10.7x	0.3x
Sun, 07 Jan 2024	RM 13.1b	RM 41.2b	RM 1.2b	8.1x	10.8x	0.3x
Tue, 05 Dec 2023	RM 13.0b	RM 41.2b	RM 1.2b	8x	10.7x	0.3x
Thu, 02 Nov 2023	RM 12.9b	RM 40.9b	RM 1.1b	12.5x	11.9x	0.3x
Sat, 30 Sep 2023	RM 12.9b	RM 40.9b	RM 1.1b	12.6x	12x	0.3x
Mon, 28 Aug 2023	RM 13.1b	RM 40.3b	RM 910.3m	12.5x	14.4x	0.3x
Wed, 26 Jul 2023	RM 12.2b	RM 39.8b	RM 1.1b	10.4x	11.5x	0.3x
Fri, 23 Jun 2023	RM 11.9b	RM 39.8b	RM 1.2b	9.9x	10.3x	0.3x
Sun, 21 May 2023	RM 11.9b	RM 38.2b	RM 1.1b	9.2x	10.4x	0.3x
Tue, 18 Apr 2023	RM 12.4b	RM 38.2b	RM 1.4b	8.4x	8.6x	0.3x
Thu, 16 Mar 2023	RM 11.7b	RM 38.2b	RM 1.4b	8x	8.1x	0.3x
Sat, 11 Feb 2023	RM 12.8b	RM 37.3b	RM 1.6b	8.2x	8x	0.3x
Mon, 09 Jan 2023	RM 12.5b	RM 37.3b	RM 1.6b	7.7x	7.8x	0.3x
Wed, 07 Dec 2022	RM 11.8b	RM 37.3b	RM 1.6b	7.1x	7.4x	0.3x
Fri, 04 Nov 2022	RM 11.3b	RM 32.3b	RM 1.0b	9.7x	10.9x	0.4x
Sun, 02 Oct 2022	RM 10.8b	RM 32.3b	RM 1.0b	8.7x	10.4x	0.3x
Tue, 30 Aug 2022	RM 11.4b	RM 32.1b	RM 1.0b	8.8x	11.3x	0.4x
Thu, 28 Jul 2022	RM 10.5b	RM 29.7b	RM 408.5m	10.1x	25.7x	0.4x
Sat, 25 Jun 2022	RM 10.9b	RM 29.7b	RM 408.5m	10.7x	26.6x	0.4x
Mon, 23 May 2022	RM 11.5b	RM 29.2b	RM 277.3m	13.7x	41.3x	0.4x
Wed, 20 Apr 2022	RM 11.7b	RM 29.2b	RM 278.0m	13.7x	42.1x	0.4x
Fri, 18 Mar 2022	RM 10.7b	RM 29.2b	RM 278.0m	12.5x	38.5x	0.4x
Sun, 13 Feb 2022	RM 10.6b	RM 29.5b	RM 953.0m	10.7x	11.1x	0.4x
Tue, 11 Jan 2022	RM 10.5b	RM 29.5b	RM 953.0m	10.1x	11x	0.4x
Thu, 09 Dec 2021	RM 10.4b	RM 29.5b	RM 953.0m	10.2x	10.9x	0.4x
Sat, 06 Nov 2021	RM 11.2b	RM 32.4b	RM 1.3b	12x	8.6x	0.3x
Mon, 04 Oct 2021	RM 10.6b	RM 32.4b	RM 1.3b	11.5x	8.2x	0.3x

Current Industry PE

There are only 3 companies in the Malaysian Auto industry, so there is insufficient data to make an industry-wide assessment of both the PE and PS ratio.

Past Earnings Growth

The earnings for companies in the Auto industry have declined 23% per year over the last three years,
Revenues have also declined 11% per year.
This means overall sales from these companies are declining and profits are subsequently falling as well.

Industry Trends

Which industries have driven the changes within the Malaysian Consumer Discretionary industry?


MY Market	0.85%
Consumer Discretionary	2.95%
Auto	6.55%
Automobile Manufacturers	6.55%
Motorcycle Manufacturers	0%

Industry PE

Investors are most optimistic about the Automobile Manufacturers industry even though it's trading below its 3-year average PE ratio of 14.4x.

Analysts expect its future annual earnings growth (43.0%) to be largely in line with prior year's earnings growth.

Investors are most pessimistic about the Automobile Manufacturers industry, which is trading below its 3-year average of 14.4x.

Forecasted Growth

Analysts are most optimistic on the Automobile Manufacturers industry, expecting annual earnings growth of 43% over the next 5 years.
This is roughly in line with its past earnings growth rate.

In contrast, the Automobile Manufacturers industry is expected to see its earnings grow by 43% per year over the next few years.

Company	Last Price	7D	1Y	Valuation
ORIENT Oriental Holdings Berhad	RM 7.41	6.5% +RM 279.2m	16.5%	PE7.8x
DRBHCOM DRB-HICOM Berhad	RM 1.15	6.5% +RM 135.3m	-19.6%	PE12.9x
UMW UMW Holdings Berhad	RM 4.97	1.0% +RM 58.4m	32.5%	PE8.1x

Company

Last Price

Valuation

ORIENT Oriental Holdings Berhad

RM 7.41

6.5%
+RM 279.2m

16.5%

PE7.8x

DRBHCOM DRB-HICOM Berhad

RM 1.15

6.5%
+RM 135.3m

-19.6%