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Malaysian (KLSE) Food Industry Analysis
UpdatedNov 28, 2021
DataAggregated Company Financials
Companies81
- 7D-3.8%
- 3M-6.9%
- 1Y-11.5%
- YTD-12.3%
Over the last 7 days, the Food industry has dropped 3.8%, driven by a pullback from Sime Darby Plantation Berhad of 8.2%. However, the industry is down 12% over the past year.
Industry Valuation and Performance
Has the Malaysian Food Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE |
|---|---|---|---|---|
| Tue, 30 Nov 2021 | RM196.3b | RM133.9b | RM12.4b | 13.1x |
| Thu, 28 Oct 2021 | RM211.0b | RM127.6b | RM11.2b | 15.3x |
| Sat, 25 Sep 2021 | RM199.0b | RM127.4b | RM11.2b | 14.5x |
| Mon, 23 Aug 2021 | RM201.9b | RM127.2b | RM11.2b | 14.9x |
| Sat, 10 Jul 2021 | RM201.7b | RM127.2b | RM11.2b | 14.7x |
| Fri, 02 Apr 2021 | RM216.3b | RM118.4b | RM9.5b | 17.6x |
| Mon, 04 Jan 2021 | RM220.1b | RM114.2b | RM7.4b | 19.3x |
| Thu, 08 Oct 2020 | RM220.1b | RM111.1b | RM5.9b | 18.8x |
| Wed, 01 Jul 2020 | RM211.2b | RM108.1b | RM4.7b | 20.7x |
| Sat, 04 Apr 2020 | RM194.3b | RM107.7b | RM3.1b | 18.3x |
| Tue, 07 Jan 2020 | RM230.7b | RM107.5b | RM4.0b | 25.1x |
| Mon, 30 Sep 2019 | RM209.5b | RM107.6b | RM3.7b | 21x |
| Thu, 04 Jul 2019 | RM216.3b | RM106.9b | RM3.1b | 25.9x |
| Sun, 07 Apr 2019 | RM215.4b | RM101.7b | RM3.2b | 22.5x |
| Wed, 09 Jan 2019 | RM206.9b | RM102.0b | RM3.4b | 24.7x |
PE Ratio
26.3x
Current Industry PE: Investors are more pessimistic on the industry, considering it's trading at a PE ratio of 13.1x which is lower than its 3-year average PE of 20.3x. Given that earnings are expected to decline by 5.6%, the lower than average PE seems justified.
Past Earnings Growth: The earnings for companies in the Food industry have grown 33% per year over the last three years, and revenues for these companies have grown 8.2% 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 Food industry?
| Packaged Foods and Meats | -2.08% | |
| Agricultural Products | -5.01% | |
Industry PE: Investors are most optimistic about the Packaged Foods and Meats industry which is trading above its 3-year average PE ratio of 18.1x. This is likely because analysts are expecting annual earnings growth of 11%, which is higher than its past year's earnings growth of 5.9% per year. Meanwhile, investors are most pessimistic about the Agricultural Products industry, which is trading below its 3-year average of 29.6x.
Forecasted Growth: Analysts are most optimistic on the Packaged Foods and Meats industry, expecting annual earnings growth of 11% over the next 5 years. This is better than it's past earnings growth rate of 5.9% per year. Meanwhile, the Agricultural Products industry is expected to see its earnings decline by 19% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | 7D | 1Y | Valuation | |
|---|---|---|---|---|
| NESTLE Nestlé (Malaysia) Berhad | 0.4%+RM117.3m | 0% | PE53.2x | |
| FAREAST Far East Holdings Berhad | 1.7%+RM29.7m | 2.4% | PE11.8x | |
| COCOLND Cocoaland Holdings Berhad | 2.2%+RM9.0m | -2.1% | PE20.2x | |
| KLUANG Kluang Rubber Company (Malaya) Berhad | 1.7%+RM4.4m | 29.8% | PE8.5x | |
| APOLLO Apollo Food Holdings Berhad | 1.2%+RM4.0m | -2.8% | PE26.2x |