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Malaysian (KLSE) Luxury Industry Analysis

UpdatedApr 26, 2024
DataAggregated Company Financials
Companies14
  • 7D-2.2%
  • 3M-2.5%
  • 1Y-15.5%
  • YTD-5.2%

Over the last 7 days, the Luxury industry has dropped 1.7%, driven by declines in Zhulian Corporation Berhad and Poh Kong Holdings Berhad of 5.5% and 7.3%, respectively. On the other hand Reneuco Berhad is actually up 43%. Overall the industry is down 14% in 12 months. Earnings are forecast to grow by 6.3% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 26 Apr 2024RM2.9bRM4.8bRM45.4m11.6x63.3x0.6x
Sun, 24 Mar 2024RM2.9bRM4.8bRM46.0m11.4x62.9x0.6x
Tue, 20 Feb 2024RM2.8bRM4.7bRM79.8m9.7x35x0.6x
Thu, 18 Jan 2024RM3.0bRM4.6bRM36.3m10.1x82.4x0.6x
Sat, 16 Dec 2023RM3.0bRM4.7bRM53.2m8.2x56.6x0.6x
Mon, 13 Nov 2023RM3.1bRM4.8bRM198.8m9.1x15.4x0.6x
Wed, 11 Oct 2023RM3.1bRM4.8bRM199.9m8.9x15.4x0.6x
Fri, 08 Sep 2023RM3.1bRM4.9bRM225.2m9.3x13.7x0.6x
Sun, 06 Aug 2023RM3.2bRM5.0bRM200.2m8.7x15.8x0.6x
Tue, 04 Jul 2023RM3.1bRM5.0bRM196.9m8.6x15.6x0.6x
Thu, 01 Jun 2023RM3.0bRM4.9bRM209.2m8.1x14.4x0.6x
Sat, 29 Apr 2023RM3.1bRM4.9bRM219.3m8x14.1x0.6x
Mon, 27 Mar 2023RM3.0bRM5.0bRM228.3m7.9x13.3x0.6x
Wed, 22 Feb 2023RM3.1bRM5.1bRM183.6m8.6x17.1x0.6x
Fri, 20 Jan 2023RM3.1bRM5.0bRM183.0m11x17.1x0.6x
Sun, 18 Dec 2022RM3.1bRM4.8bRM174.7m12.5x17.7x0.6x
Tue, 15 Nov 2022RM3.0bRM4.6bRM152.2m12.2x19.4x0.6x
Thu, 13 Oct 2022RM2.9bRM4.6bRM157.2m11.3x18.3x0.6x
Sat, 10 Sep 2022RM3.0bRM4.2bRM96.3m11.3x31.5x0.7x
Mon, 08 Aug 2022RM3.1bRM4.2bRM134.6m12.9x22.8x0.7x
Wed, 06 Jul 2022RM3.1bRM4.2bRM134.9m12.1x23x0.7x
Fri, 03 Jun 2022RM3.2bRM4.0bRM132.6m11.7x24x0.8x
Sun, 01 May 2022RM3.5bRM4.0bRM138.8m11.7x25x0.9x
Tue, 29 Mar 2022RM3.5bRM4.1bRM133.3m14.6x26.5x0.9x
Thu, 24 Feb 2022RM3.5bRM3.9bRM150.4m12.2x23.2x0.9x
Sat, 22 Jan 2022RM3.4bRM4.2bRM66.7m12.2x50.6x0.8x
Mon, 20 Dec 2021RM3.3bRM4.4bRM86.0m11.8x38.8x0.8x
Wed, 17 Nov 2021RM3.5bRM4.5bRM122.3m8.8x28.3x0.8x
Fri, 15 Oct 2021RM3.8bRM4.5bRM122.5m14.5x30.7x0.8x
Sun, 12 Sep 2021RM3.9bRM4.6bRM215.9m9.1x17.8x0.8x
Tue, 10 Aug 2021RM4.4bRM4.7bRM243.0m17.7x18.2x0.9x
Mon, 03 May 2021RM5.3bRM4.7bRM228.9m21.1x23.3x1.1x
Price to Earnings Ratio

23.3x


Total Market Cap: RM5.3bTotal Earnings: RM228.9mTotal Revenue: RM4.7bTotal Market Cap vs Earnings and Revenue0%0%0%
Malaysian Luxury Industry Price to Earnings3Y Average 26.5x202220232024
Current Industry PE
  • Investors are optimistic on the Malaysian Luxury industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 63.7x which is higher than its 3-year average PE of 26.5x.
  • The industry is trading close to its 3-year average PS ratio of 0.73x.
Past Earnings Growth
  • The earnings for companies in the Luxury industry have declined 42% per year over the last three years.
  • Meanwhile revenues have remained mostly flat.
  • This means that although sales have remained flat, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.

Industry Trends

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

MY Market1.41%
Consumer Discretionary0.78%
Luxury-2.16%
Textiles13.77%
Footwear0%
Apparel, Accessories and Luxury Goods-3.57%
Industry PE
  • Investors are most optimistic about the Apparel, Accessories and Luxury Goods industry, which is trading close to its 3-year average PE ratio of 15.7x.
    • Analysts are expecting annual earnings growth of 6.3%, which is lower than the prior year's growth of 10.0% per year.
Forecasted Growth
  • Analysts are most optimistic on the Apparel, Accessories and Luxury Goods industry, expecting annual earnings growth of 6.3% over the next 5 years.
  • However this is lower than its past earnings growth rate of 10% per year.
  • In contrast, the Apparel, Accessories and Luxury Goods industry is expected to see its earnings grow by 6.3% 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
RENEUCO Reneuco BerhadRM0.1042.9%
+RM33.7m
-56.5%PS2.2x
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