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Aug 24
Malaysian (KLSE) Specialty Stores Industry Analysis
UpdatedAug 25, 2024
DataAggregated Company Financials
Companies20
- 7D-0.9%
- 3M6.5%
- 1Y21.7%
- YTD25.1%
In the last week, Specialty Stores has been flat. The past year has been better, since the industry has gained 22% in that time. As for the next few years, earnings are expected to grow by 11% per annum.
Industry Valuation and Performance
Has the Malaysian Specialty Stores Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 25 Aug 2024 | RM 30.1b | RM 17.6b | RM 1.5b | 12.5x | 19.8x | 1.7x |
| Tue, 23 Jul 2024 | RM 29.8b | RM 17.0b | RM 1.4b | 15.1x | 20.7x | 1.8x |
| Thu, 20 Jun 2024 | RM 28.6b | RM 17.0b | RM 1.4b | 13.9x | 19.9x | 1.7x |
| Sat, 18 May 2024 | RM 27.9b | RM 16.9b | RM 1.4b | 13.7x | 19.3x | 1.6x |
| Mon, 15 Apr 2024 | RM 24.8b | RM 17.2b | RM 1.5b | 11.7x | 16.6x | 1.4x |
| Wed, 13 Mar 2024 | RM 24.5b | RM 17.1b | RM 1.5b | 11x | 16.4x | 1.4x |
| Fri, 09 Feb 2024 | RM 24.0b | RM 17.2b | RM 1.5b | 11x | 15.8x | 1.4x |
| Sun, 07 Jan 2024 | RM 24.9b | RM 18.4b | RM 1.5b | 12.5x | 16.1x | 1.4x |
| Tue, 05 Dec 2023 | RM 25.2b | RM 18.0b | RM 1.5b | 12x | 16.7x | 1.4x |
| Thu, 02 Nov 2023 | RM 25.1b | RM 18.0b | RM 1.5b | 11.4x | 16.8x | 1.4x |
| Sat, 30 Sep 2023 | RM 25.2b | RM 17.8b | RM 1.5b | 12.2x | 17x | 1.4x |
| Mon, 28 Aug 2023 | RM 24.8b | RM 17.5b | RM 1.4b | 11.4x | 17.2x | 1.4x |
| Wed, 26 Jul 2023 | RM 24.0b | RM 17.6b | RM 1.5b | 11.3x | 16.3x | 1.4x |
| Fri, 23 Jun 2023 | RM 24.8b | RM 17.2b | RM 1.4b | 10.5x | 17.2x | 1.4x |
| Sun, 21 May 2023 | RM 25.2b | RM 16.8b | RM 1.4b | 11x | 18.1x | 1.5x |
| Tue, 18 Apr 2023 | RM 25.6b | RM 16.6b | RM 1.4b | 10.8x | 18.7x | 1.5x |
| Thu, 16 Mar 2023 | RM 24.8b | RM 15.1b | RM 1.3b | 10.4x | 19.3x | 1.6x |
| Sat, 11 Feb 2023 | RM 26.3b | RM 14.6b | RM 1.2b | 10.8x | 21.5x | 1.8x |
| Mon, 09 Jan 2023 | RM 28.0b | RM 14.5b | RM 1.2b | 10.1x | 23x | 1.9x |
| Wed, 07 Dec 2022 | RM 28.3b | RM 14.1b | RM 1.2b | 10.2x | 24.2x | 2x |
| Fri, 04 Nov 2022 | RM 27.3b | RM 142.8b | RM 16.9b | 11.6x | 1.6x | 0.2x |
| Sun, 02 Oct 2022 | RM 26.7b | RM 13.2b | RM 1.0b | 11.5x | 26.2x | 2x |
| Tue, 30 Aug 2022 | RM 28.1b | RM 12.7b | RM 952.0m | 14.1x | 29.6x | 2.2x |
| Thu, 28 Jul 2022 | RM 28.7b | RM 11.8b | RM 758.1m | 16.1x | 37.9x | 2.4x |
| Sat, 25 Jun 2022 | RM 26.6b | RM 11.7b | RM 748.7m | 15.8x | 35.5x | 2.3x |
| Mon, 23 May 2022 | RM 30.6b | RM 11.4b | RM 693.2m | 23x | 44.1x | 2.7x |
| Wed, 20 Apr 2022 | RM 30.2b | RM 11.4b | RM 690.9m | 24.6x | 43.7x | 2.7x |
| Fri, 18 Mar 2022 | RM 30.9b | RM 11.3b | RM 690.3m | 19.3x | 44.8x | 2.7x |
| Sun, 13 Feb 2022 | RM 31.8b | RM 10.8b | RM 602.7m | 26x | 52.8x | 3x |
| Tue, 11 Jan 2022 | RM 30.7b | RM 9.4b | RM 531.8m | 26.3x | 57.7x | 3.3x |
| Thu, 09 Dec 2021 | RM 28.5b | RM 9.5b | RM 533.7m | 26.3x | 53.4x | 3x |
| Sat, 06 Nov 2021 | RM 29.7b | RM 9.9b | RM 596.3m | 17.8x | 49.8x | 3x |
| Mon, 04 Oct 2021 | RM 30.5b | RM 10.1b | RM 626.2m | 18.2x | 48.7x | 3x |
| Wed, 01 Sep 2021 | RM 31.2b | RM 10.2b | RM 593.2m | 23.7x | 52.6x | 3x |
Price to Earnings Ratio
52.6x
Current Industry PE
- Investors are pessimistic on the Malaysian Specialty Retail 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 19.8x which is lower than its 3-year average PE of 28.4x.
- The 3-year average PS ratio of 2.0x is higher than the industry's current PS ratio of 1.7x.
Past Earnings Growth
- The earnings for companies in the Specialty Retail industry have grown 37% per year over the last three years.
- Revenues for these companies have grown 20% 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 | -0.43% | |
| Consumer Discretionary | -1.10% | |
| Specialty Stores | -0.93% | |
| Automotive Retail | 2.09% | |
| Apparel Retail | 1.31% | |
| Computer and Electronics Retail | -1.33% | |
| Home Improvement Retail | -1.42% | |
| Specialty Stores | -2.38% | |
| Home Furnishing Retail | -4.11% | |
Industry PE
- Investors are most optimistic about the Home Furnishing Retail industry which is trading above its 3-year average PE ratio of 18.8x.
- It looks like they are confident that earnings will grow faster in the future than they have historically.
- Investors are most pessimistic about the Automotive Retail industry, which is trading below its 3-year average of 14.9x.
Forecasted Growth
- Analysts are most optimistic on the Home Improvement Retail industry, expecting annual earnings growth of 14% over the next 5 years.
- However this is lower than its past earnings growth rate of 21% per year.
- In contrast, the Automotive Retail industry is expected to see its earnings decline by 2.4% 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 | |
|---|---|---|---|---|---|
| BAUTO Bermaz Auto Berhad | RM 2.46 | 2.5% +RM 70.1m | 11.3% | PE8.2x | |
| PADINI Padini Holdings Berhad | RM 3.37 | 1.5% +RM 32.9m | -14.7% | PE12.5x | |
| BONIA Bonia Corporation Berhad | RM 1.66 | 2.5% +RM 8.0m | -11.7% | PE8.7x | |
| CRG Carlo Rino Group Berhad | RM 0.33 | 1.6% +RM 4.0m | 71.1% | PE12.4x | |
| KHJB Kim Hin Joo (Malaysia) Berhad | RM 0.15 | 6.9% +RM 3.8m | -18.4% | PS0.6x |
