Malaysian (KLSE) Luxury Industry Analysis

Industry Valuation and Performance

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

Date	Market Cap	Revenue	Earnings	PE	Absolute PE	PS
Fri, 22 Sep 2023	RM3.1b	RM4.9b	RM233.8m	9x	13.1x	0.6x
Sun, 20 Aug 2023	RM3.0b	RM5.0b	RM199.9m	8.9x	15x	0.6x
Tue, 18 Jul 2023	RM3.2b	RM5.0b	RM205.0m	8.5x	15.8x	0.7x
Thu, 15 Jun 2023	RM3.1b	RM5.0b	RM204.7m	8.2x	15x	0.6x
Sat, 13 May 2023	RM3.1b	RM4.9b	RM219.4m	8.2x	14.1x	0.6x
Mon, 10 Apr 2023	RM3.1b	RM5.0b	RM228.4m	8x	13.8x	0.6x
Wed, 08 Mar 2023	RM3.1b	RM5.0b	RM215.9m	7.4x	14.2x	0.6x
Fri, 03 Feb 2023	RM3.2b	RM5.0b	RM183.3m	11.1x	17.6x	0.6x
Sun, 01 Jan 2023	RM3.2b	RM5.0b	RM194.6m	9.8x	16.3x	0.6x
Tue, 29 Nov 2022	RM2.9b	RM4.6b	RM159.8m	12.1x	18.4x	0.6x
Thu, 27 Oct 2022	RM2.9b	RM4.6b	RM155.6m	11.6x	18.8x	0.6x
Sat, 24 Sep 2022	RM3.0b	RM4.2b	RM99.5m	10.5x	30.3x	0.7x
Mon, 22 Aug 2022	RM3.1b	RM4.2b	RM134.9m	12.3x	23x	0.7x
Wed, 20 Jul 2022	RM3.0b	RM4.2b	RM134.4m	10.7x	22.2x	0.7x
Fri, 17 Jun 2022	RM3.1b	RM3.9b	RM129.2m	12.2x	24.2x	0.8x
Sun, 15 May 2022	RM3.3b	RM4.0b	RM139.8m	11.1x	23.8x	0.8x
Tue, 12 Apr 2022	RM3.5b	RM4.1b	RM127.2m	11.8x	27.8x	0.9x
Thu, 10 Mar 2022	RM3.4b	RM4.0b	RM137.5m	15.3x	24.6x	0.9x
Sat, 05 Feb 2022	RM3.3b	RM3.9b	RM150.6m	11.8x	21.9x	0.8x
Mon, 03 Jan 2022	RM3.3b	RM4.2b	RM67.7m	12.3x	48.3x	0.8x
Wed, 01 Dec 2021	RM3.4b	RM4.5b	RM95.5m	8.8x	36x	0.8x
Fri, 29 Oct 2021	RM3.5b	RM4.5b	RM122.4m	10.3x	28.7x	0.8x
Sun, 26 Sep 2021	RM3.6b	RM4.7b	RM215.3m	8.3x	16.7x	0.8x
Tue, 24 Aug 2021	RM4.4b	RM4.7b	RM243.0m	17.8x	18x	0.9x
Wed, 30 Jun 2021	RM4.5b	RM4.7b	RM243.0m	18.2x	18.7x	1x
Sat, 03 Apr 2021	RM5.2b	RM4.4b	RM193.3m	17.9x	27x	1.2x
Tue, 05 Jan 2021	RM5.3b	RM4.2b	RM148.8m	15.7x	35.9x	1.3x
Fri, 09 Oct 2020	RM5.1b	RM4.4b	RM191.5m	16x	26.5x	1.1x

Current Industry PE

Investors are pessimistic on the Malaysian Luxury 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 13.2x which is lower than its 3-year average PE of 23.7x.

Past Earnings Growth

The earnings for companies in the Luxury industry have grown 6.9% per year over the last three years.
Revenues for these companies have grown 3.4% 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 Malaysian Consumer Discretionary industry?


MY Market	0.65%
Consumer Discretionary	0.50%
Luxury	-1.66%
Footwear	1.33%
Textiles	-1.01%
Apparel, Accessories and Luxury Goods	-1.85%

Industry PE

Investors are most optimistic about the Apparel, Accessories and Luxury Goods industry even though it's trading below its 3-year average PE ratio of 18.1x.

Analysts are expecting annual earnings growth of 6.8%, which is lower than the prior year's growth of 18.8% per year.

Forecasted Growth

Analysts are most optimistic on the Apparel, Accessories and Luxury Goods industry, expecting annual earnings growth of 6.8% over the next 5 years.
However this is lower than its past earnings growth rate of 19% per year.

In contrast, the Apparel, Accessories and Luxury Goods industry is expected to see its earnings grow by 6.8% per year over the next few years.

	Company	Last Price	7D	1Y	Valuation
	XDL XiDeLang Holdings	RM0.025	66.7% +RM21.2m	25.0%	PS0.2x
	ZHULIAN Zhulian Corporation Berhad	RM1.87	0.5% +RM4.6m	-3.6%	PE41.4x

Company

Last Price

Valuation

XDL XiDeLang Holdings

RM0.025

66.7%
+RM21.2m

25.0%

PS0.2x

ZHULIAN Zhulian Corporation Berhad

RM1.87

0.5%
+RM4.6m

-3.6%

PE41.4x

Aug 31

Industry Valuation and Performance