Dutch Lady Milk Industries Berhad (KLSE:DLADY) Has Announced A Dividend Of MYR0.25
Nov 23
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Malaysian (KLSE) Food Industry Analysis
UpdatedNov 24, 2024
DataAggregated Company Financials
Companies85
- 7D-1.4%
- 3M2.3%
- 1Y5.8%
- YTD6.2%
Over the last 7 days, the Food industry has dropped 1.4%, driven by declines in PPB Group Berhad and IOI Corporation Berhad of 4.1% and 3.1%, respectively. This takes the industry's 12 month performance to a gain of 5.8%. Earnings are forecast to grow by 8.5% annually.
Industry Valuation and Performance
Has the Malaysian Food Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 24 Nov 2024 | RM 214.8b | RM 161.3b | RM 11.6b | 13.3x | 18.6x | 1.3x |
| Tue, 22 Oct 2024 | RM 212.8b | RM 160.7b | RM 12.0b | 12.8x | 17.7x | 1.3x |
| Thu, 19 Sep 2024 | RM 210.3b | RM 160.5b | RM 12.0b | 12.5x | 17.5x | 1.3x |
| Sat, 17 Aug 2024 | RM 212.5b | RM 157.0b | RM 11.0b | 13.8x | 19.4x | 1.4x |
| Mon, 15 Jul 2024 | RM 212.0b | RM 157.1b | RM 11.0b | 14.2x | 19.3x | 1.4x |
| Wed, 12 Jun 2024 | RM 213.3b | RM 155.5b | RM 10.8b | 14.4x | 19.8x | 1.4x |
| Fri, 10 May 2024 | RM 219.8b | RM 155.3b | RM 10.1b | 14.7x | 21.8x | 1.4x |
| Sun, 07 Apr 2024 | RM 215.6b | RM 155.0b | RM 10.0b | 14.7x | 21.5x | 1.4x |
| Tue, 05 Mar 2024 | RM 209.1b | RM 154.8b | RM 10.0b | 14x | 20.9x | 1.4x |
| Thu, 01 Feb 2024 | RM 208.9b | RM 158.1b | RM 10.8b | 13.4x | 19.4x | 1.3x |
| Sat, 30 Dec 2023 | RM 204.7b | RM 158.2b | RM 10.8b | 13.2x | 19x | 1.3x |
| Mon, 27 Nov 2023 | RM 203.7b | RM 160.9b | RM 11.1b | 13x | 18.4x | 1.3x |
| Wed, 25 Oct 2023 | RM 204.5b | RM 162.3b | RM 10.7b | 13.2x | 19.1x | 1.3x |
| Fri, 22 Sep 2023 | RM 206.1b | RM 162.7b | RM 10.7b | 13.5x | 19.2x | 1.3x |
| Sun, 20 Aug 2023 | RM 208.0b | RM 172.8b | RM 13.6b | 12.5x | 15.3x | 1.2x |
| Tue, 18 Jul 2023 | RM 205.3b | RM 173.0b | RM 13.7b | 11.6x | 15x | 1.2x |
| Thu, 15 Jun 2023 | RM 202.9b | RM 176.3b | RM 13.7b | 11.5x | 14.8x | 1.2x |
| Sat, 13 May 2023 | RM 209.6b | RM 179.3b | RM 16.3b | 11.3x | 12.8x | 1.2x |
| Mon, 10 Apr 2023 | RM 206.9b | RM 179.4b | RM 16.3b | 11.4x | 12.7x | 1.2x |
| Wed, 08 Mar 2023 | RM 210.9b | RM 179.7b | RM 16.3b | 11.5x | 12.9x | 1.2x |
| Fri, 03 Feb 2023 | RM 212.0b | RM 180.0b | RM 17.0b | 11.6x | 12.4x | 1.2x |
| Sun, 01 Jan 2023 | RM 212.7b | RM 177.6b | RM 16.6b | 11.4x | 12.8x | 1.2x |
| Tue, 29 Nov 2022 | RM 203.4b | RM 174.9b | RM 16.3b | 11.4x | 12.5x | 1.2x |
| Thu, 27 Oct 2022 | RM 205.3b | RM 171.7b | RM 16.8b | 11.1x | 12.2x | 1.2x |
| Sat, 24 Sep 2022 | RM 199.5b | RM 170.9b | RM 16.8b | 11.2x | 11.9x | 1.2x |
| Mon, 22 Aug 2022 | RM 210.8b | RM 162.2b | RM 15.4b | 12x | 13.7x | 1.3x |
| Wed, 20 Jul 2022 | RM 199.5b | RM 159.4b | RM 15.5b | 11.8x | 12.9x | 1.3x |
| Fri, 17 Jun 2022 | RM 211.4b | RM 159.3b | RM 15.5b | 12.7x | 13.7x | 1.3x |
| Sun, 15 May 2022 | RM 223.6b | RM 149.6b | RM 14.1b | 15.5x | 15.8x | 1.5x |
| Tue, 12 Apr 2022 | RM 232.3b | RM 149.0b | RM 14.1b | 15.9x | 16.5x | 1.6x |
| Thu, 10 Mar 2022 | RM 228.5b | RM 149.0b | RM 14.2b | 13.9x | 16.1x | 1.5x |
| Sat, 05 Feb 2022 | RM 196.4b | RM 137.0b | RM 12.6b | 13.6x | 15.6x | 1.4x |
| Mon, 03 Jan 2022 | RM 197.9b | RM 136.7b | RM 12.6b | 13.3x | 15.7x | 1.4x |
| Wed, 01 Dec 2021 | RM 196.8b | RM 134.7b | RM 12.4b | 13.5x | 15.8x | 1.5x |
Price to Earnings Ratio
15.8x
Current Industry PE
- Investors are optimistic on the Malaysian Food industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 18.5x which is higher than its 3-year average PE of 16.2x.
- The industry is trading close to its 3-year average PS ratio of 1.3x.
Past Earnings Growth
- The earnings for companies in the Food industry have declined 2.3% per year over the last three years.
- Meanwhile revenues for these companies have grown 6.2% per year.
- This means that although more sales are being generated, 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 Staples industry?
| MY Market | 0.092% | |
| Consumer Staples | -1.00% | |
| Food | -1.38% | |
| Agricultural Products | -1.27% | |
| Packaged Foods and Meats | -1.57% | |
Industry PE
- Investors are most optimistic about the Agricultural Products industry which is trading above its 3-year average PE ratio of 14.0x.
- Analysts are expecting annual earnings growth of 7.9%, which is lower than the prior year's growth of 38.4% per year.
- Investors are most pessimistic about the Packaged Foods and Meats industry, which is trading below its 3-year average of 23.1x.
Forecasted Growth
- Analysts are most optimistic on the Packaged Foods and Meats industry, expecting annual earnings growth of 9.4% over the next 5 years.
- However this is lower than its past earnings growth rate of 27% per year.
- In contrast, the Agricultural Products industry is expected to see its earnings grow by 7.9% 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 | |
|---|---|---|---|---|---|
| QL QL Resources Berhad | RM 4.85 | 2.1% +RM 365.0m | 33.7% | PE39.1x | |
| SDG SD Guthrie Berhad | RM 4.86 | 1.0% +RM 345.8m | 12.0% | PE21.1x | |
| DLADY Dutch Lady Milk Industries Berhad | RM 31.00 | 2.6% +RM 49.9m | 38.0% | PE22.4x | |
| CAB CAB Cakaran Corporation Berhad | RM 0.61 | 6.0% +RM 24.5m | -19.1% | PE5.7x | |
| HUPSENG Hup Seng Industries Berhad | RM 1.17 | 2.6% +RM 24.0m | 46.3% | PE17.3x |
