Malaysian (KLSE) Consumer Durables Industry Analysis
UpdatedDec 02, 2023
DataAggregated Company Financials
Companies35
- 7D0.7%
- 3M-0.3%
- 1Y-4.8%
- YTD1.6%
Over the last 7 days, the Consumer Durables industry has remained flat, although notably Sern Kou Resources Berhad gained 8.4%. As for the longer term, the industry has declined 4.8% in the last year. Looking forward, earnings are forecast to grow by 13% annually.
Industry Valuation and Performance
Has the Malaysian Consumer Durables Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 02 Dec 2023 | RM8.6b | RM8.7b | RM462.7m | 15.3x | 18.5x | 1x |
| Mon, 30 Oct 2023 | RM8.4b | RM9.0b | RM491.1m | 14.1x | 17.2x | 0.9x |
| Wed, 27 Sep 2023 | RM8.3b | RM9.1b | RM516.1m | 13.4x | 16.2x | 0.9x |
| Fri, 25 Aug 2023 | RM8.4b | RM9.3b | RM525.7m | 12.5x | 16x | 0.9x |
| Sun, 23 Jul 2023 | RM8.3b | RM9.4b | RM535.6m | 12.7x | 15.5x | 0.9x |
| Tue, 20 Jun 2023 | RM7.8b | RM9.6b | RM561.0m | 12.7x | 13.8x | 0.8x |
| Thu, 18 May 2023 | RM8.1b | RM10.3b | RM644.8m | 10.3x | 12.6x | 0.8x |
| Sat, 15 Apr 2023 | RM7.8b | RM10.4b | RM651.5m | 9.7x | 11.9x | 0.7x |
| Mon, 13 Mar 2023 | RM7.9b | RM10.5b | RM664.1m | 9x | 11.8x | 0.8x |
| Wed, 08 Feb 2023 | RM7.9b | RM10.1b | RM643.9m | 9.6x | 12.3x | 0.8x |
| Fri, 06 Jan 2023 | RM7.6b | RM10.1b | RM651.7m | 9.4x | 11.7x | 0.8x |
| Sun, 04 Dec 2022 | RM7.9b | RM10.0b | RM603.6m | 9x | 13x | 0.8x |
| Tue, 01 Nov 2022 | RM7.5b | RM347.2b | RM9.7b | 11x | 0.8x | 0.02x |
| Thu, 29 Sep 2022 | RM7.2b | RM9.3b | RM461.0m | 11.2x | 15.7x | 0.8x |
| Sat, 27 Aug 2022 | RM7.4b | RM9.2b | RM443.0m | 12.5x | 16.8x | 0.8x |
| Mon, 25 Jul 2022 | RM7.2b | RM9.0b | RM401.4m | 13.7x | 18x | 0.8x |
| Wed, 22 Jun 2022 | RM7.3b | RM9.1b | RM395.2m | 13.9x | 18.4x | 0.8x |
| Fri, 20 May 2022 | RM7.8b | RM9.0b | RM424.9m | 17.9x | 18.4x | 0.9x |
| Sun, 17 Apr 2022 | RM8.0b | RM8.9b | RM419.7m | 16.8x | 19.1x | 0.9x |
| Tue, 15 Mar 2022 | RM7.8b | RM9.0b | RM435.0m | 16.1x | 17.8x | 0.9x |
| Thu, 10 Feb 2022 | RM8.2b | RM9.1b | RM475.9m | 15x | 17.3x | 0.9x |
| Sat, 08 Jan 2022 | RM8.2b | RM9.1b | RM477.1m | 15x | 17.2x | 0.9x |
| Mon, 06 Dec 2021 | RM8.1b | RM9.3b | RM512.3m | 14.6x | 15.8x | 0.9x |
| Wed, 03 Nov 2021 | RM8.2b | RM9.9b | RM630.2m | 11.1x | 13x | 0.8x |
| Fri, 01 Oct 2021 | RM8.1b | RM9.9b | RM649.6m | 13.4x | 12.4x | 0.8x |
| Sun, 29 Aug 2021 | RM8.2b | RM9.8b | RM632.6m | 14x | 13x | 0.8x |
| Mon, 05 Jul 2021 | RM7.7b | RM9.7b | RM622.2m | 12.4x | 12.3x | 0.8x |
| Thu, 08 Apr 2021 | RM8.0b | RM9.1b | RM529.2m | 13.9x | 15.2x | 0.9x |
| Sun, 10 Jan 2021 | RM7.3b | RM8.4b | RM448.8m | 12.2x | 16.3x | 0.9x |
Price to Earnings Ratio
17.2x
Current Industry PE
- Investors are optimistic on the Malaysian Consumer Durables industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 18.5x which is higher than its 3-year average PE of 15.2x.
- The industry is trading close to its 3-year average PS ratio of 0.84x.
Past Earnings Growth
- The earnings for companies in the Consumer Durables industry have grown 3.1% per year over the last three years, while revenues have remained mostly flat.
- This means that companies overall are more efficiently conducting business since profits are increasing while sales have been flat.
Industry Trends
Which industries have driven the changes within the Malaysian Consumer Discretionary industry?
| MY Market | -0.55% | |
| Consumer Discretionary | 0.048% | |
| Consumer Durables | 0.69% | |
| Consumer Electronics | 1.81% | |
| Home Furnishings | 1.51% | |
| Household Appliances | -1.43% | |
| Homebuilding | -3.64% | |
| Housewares and Specialties | -4.60% | |
Industry PE
- Investors are most optimistic about the Home Furnishings industry which is trading above its 3-year average PE ratio of 15.6x.
- Analysts are expecting annual earnings growth of 13.6%, which is higher than its past year's earnings decline of 33.4% per year.
Forecasted Growth
- Analysts are most optimistic on the Home Furnishings industry, expecting annual earnings growth of 14% over the next 5 years.
- This is better than its past earnings decline of 33% per year.
- In contrast, the Household Appliances industry is expected to see its earnings grow by 12% 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 | |
|---|---|---|---|---|---|
| SERNKOU Sern Kou Resources Berhad | RM0.58 | 8.4% +RM48.5m | -15.3% | PS1.5x | |
| SYNERGY Synergy House Berhad | RM0.64 | 10.4% +RM30.0m | n/a | PE19.1x | |
| FPI Formosa Prosonic Industries Berhad | RM2.85 | 2.9% +RM20.7m | -14.7% | PE7.8x | |
| M&A M & A Equity Holdings Berhad | RM0.34 | 3.0% +RM20.0m | n/a | PE55.7x | |
| HOMERIZ Homeritz Corporation Berhad | RM0.52 | 3.0% +RM6.9m | -2.8% | PE9.3x |