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Jun 28
Malaysian (KLSE) Consumer Durables Industry Analysis
UpdatedJul 05, 2024
DataAggregated Company Financials
Companies33
- 7D0.1%
- 3M10.4%
- 1Y24.7%
- YTD19.2%
The Consumer Durables industry is up 1.1% in the last week, with EG Industries Berhad up 3.6%. This means that the industry has gained 26% over the past year. As for the next few years, earnings are expected to grow by 12% per annum.
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 |
|---|---|---|---|---|---|---|
| Fri, 05 Jul 2024 | RM 10.3b | RM 9.2b | RM 589.8m | 13.6x | 17.5x | 1.1x |
| Sun, 02 Jun 2024 | RM 10.1b | RM 9.1b | RM 574.2m | 13.8x | 17.5x | 1.1x |
| Tue, 30 Apr 2024 | RM 9.9b | RM 9.0b | RM 531.1m | 14.4x | 18.7x | 1.1x |
| Thu, 28 Mar 2024 | RM 9.0b | RM 8.9b | RM 523.0m | 13.8x | 17.2x | 1x |
| Sat, 24 Feb 2024 | RM 9.1b | RM 8.6b | RM 460.0m | 17x | 19.7x | 1.1x |
| Mon, 22 Jan 2024 | RM 8.9b | RM 8.7b | RM 444.3m | 15.6x | 19.9x | 1x |
| Wed, 20 Dec 2023 | RM 8.7b | RM 8.7b | RM 444.3m | 15.7x | 19.5x | 1x |
| Fri, 17 Nov 2023 | RM 8.6b | RM 9.0b | RM 494.0m | 15.3x | 17.5x | 1x |
| Sun, 15 Oct 2023 | RM 8.4b | RM 9.1b | RM 495.7m | 14.4x | 16.9x | 0.9x |
| Tue, 12 Sep 2023 | RM 8.5b | RM 9.1b | RM 511.7m | 14.7x | 16.6x | 0.9x |
| Thu, 10 Aug 2023 | RM 8.3b | RM 9.4b | RM 520.7m | 12.8x | 15.9x | 0.9x |
| Sat, 08 Jul 2023 | RM 8.1b | RM 9.4b | RM 536.6m | 13.3x | 15.1x | 0.9x |
| Mon, 05 Jun 2023 | RM 8.1b | RM 9.6b | RM 551.8m | 12x | 14.7x | 0.8x |
| Wed, 03 May 2023 | RM 8.0b | RM 10.3b | RM 646.1m | 9.9x | 12.3x | 0.8x |
| Fri, 31 Mar 2023 | RM 7.8b | RM 10.4b | RM 651.5m | 9.6x | 12x | 0.8x |
| Sun, 26 Feb 2023 | RM 8.1b | RM 9.9b | RM 613.4m | 9.2x | 13.1x | 0.8x |
| Tue, 24 Jan 2023 | RM 7.7b | RM 10.1b | RM 645.3m | 9.3x | 11.9x | 0.8x |
| Thu, 22 Dec 2022 | RM 7.7b | RM 10.0b | RM 610.3m | 9.2x | 12.6x | 0.8x |
| Sat, 19 Nov 2022 | RM 7.7b | RM 9.3b | RM 487.7m | 10.5x | 15.7x | 0.8x |
| Mon, 17 Oct 2022 | RM 7.1b | RM 9.2b | RM 472.4m | 11.1x | 15.1x | 0.8x |
| Wed, 14 Sep 2022 | RM 7.5b | RM 9.3b | RM 461.0m | 12.2x | 16.2x | 0.8x |
| Fri, 12 Aug 2022 | RM 7.3b | RM 9.0b | RM 406.1m | 14.2x | 17.9x | 0.8x |
| Sun, 10 Jul 2022 | RM 7.1b | RM 9.0b | RM 401.4m | 12.8x | 17.6x | 0.8x |
| Tue, 07 Jun 2022 | RM 7.8b | RM 9.1b | RM 394.5m | 14.8x | 19.7x | 0.9x |
| Thu, 05 May 2022 | RM 8.0b | RM 9.0b | RM 425.2m | 18.7x | 18.9x | 0.9x |
| Sat, 02 Apr 2022 | RM 8.2b | RM 8.9b | RM 419.7m | 17.4x | 19.6x | 0.9x |
| Mon, 28 Feb 2022 | RM 8.2b | RM 9.0b | RM 439.1m | 14.8x | 18.6x | 0.9x |
| Wed, 26 Jan 2022 | RM 7.9b | RM 9.1b | RM 477.1m | 13.9x | 16.6x | 0.9x |
| Fri, 24 Dec 2021 | RM 7.9b | RM 9.2b | RM 502.7m | 14.9x | 15.8x | 0.9x |
| Sun, 21 Nov 2021 | RM 8.5b | RM 9.9b | RM 629.3m | 12.8x | 13.5x | 0.9x |
| Tue, 19 Oct 2021 | RM 8.3b | RM 10.0b | RM 640.8m | 13.3x | 13x | 0.8x |
| Thu, 16 Sep 2021 | RM 8.2b | RM 9.8b | RM 646.5m | 14.2x | 12.7x | 0.8x |
| Sat, 14 Aug 2021 | RM 7.9b | RM 9.8b | RM 632.6m | 13.8x | 12.4x | 0.8x |
Price to Earnings Ratio
12.4x
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 17.7x which is higher than its 3-year average PE of 15.9x.
- The 3-year average PS ratio of 0.88x is lower than the industry's current PS ratio of 1.1x.
Past Earnings Growth
- The earnings for companies in the Consumer Durables industry have declined 2.3% per year over the last three years,
- Revenues have also declined 2.2% 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 | 2.46% | |
| Consumer Discretionary | 0.67% | |
| Consumer Durables | 0.15% | |
| Consumer Electronics | 2.24% | |
| Household Appliances | 0.19% | |
| Home Furnishings | -0.17% | |
| Housewares and Specialties | -3.16% | |
| Homebuilding | -3.37% | |
Industry PE
- Investors are most optimistic about the Housewares and Specialties industry which is trading above its 3-year average PE ratio of 3.0x.
- 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 Home Furnishings industry, expecting annual earnings growth of 16% over the next 5 years.
- This is better than its past earnings decline of 4.9% per year.
- In contrast, the Household Appliances industry is expected to see its earnings grow by 5.3% 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 | |
|---|---|---|---|---|---|
| LIIHEN Lii Hen Industries Bhd | RM 0.97 | 2.1% +RM 10.8m | 14.0% | PE8.9x | |
| DPS DPS Resources Berhad | RM 0.62 | 4.2% +RM 7.3m | 37.8% | PE21.1x | |
| MOBILIA Mobilia Holdings Berhad | RM 0.20 | 5.3% +RM 7.0m | 17.6% | PE13.7x | |
| VELOCITY Velocity Capital Partner Berhad | RM 0.055 | 10.0% +RM 6.9m | 37.5% | PS1.2x | |
| POHUAT Poh Huat Resources Holdings Berhad | RM 1.47 | 1.4% +RM 5.3m | 13.1% | PE11.7x |
