Here's What To Make Of Hup Seng Industries Berhad's (KLSE:HUPSENG) Decelerating Rates Of Return
Jul 04
Malaysian (KLSE) Food Industry Analysis
UpdatedJul 06, 2024
DataAggregated Company Financials
Companies82
- 7D0.7%
- 3M-2.7%
- 1Y5.3%
- YTD5.6%
Over the last 7 days, the Food industry has remained flat, although notably Guan Chong Berhad gained 7.6%. The past year has been better, since the industry has gained 5.3% in that time. Looking forward, earnings are forecast to grow by 10% 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 |
|---|---|---|---|---|---|---|
| Sat, 06 Jul 2024 | RM 210.7b | RM 155.8b | RM 10.8b | 14.4x | 19.5x | 1.4x |
| Mon, 03 Jun 2024 | RM 212.0b | RM 154.9b | RM 10.5b | 14.5x | 20.2x | 1.4x |
| Wed, 01 May 2024 | RM 218.4b | RM 155.3b | RM 10.1b | 14.8x | 21.6x | 1.4x |
| Fri, 29 Mar 2024 | RM 210.4b | RM 154.8b | RM 10.0b | 14.4x | 21x | 1.4x |
| Sun, 25 Feb 2024 | RM 208.0b | RM 154.8b | RM 9.9b | 13.9x | 21x | 1.3x |
| Tue, 23 Jan 2024 | RM 208.1b | RM 158.1b | RM 10.8b | 13.2x | 19.3x | 1.3x |
| Thu, 21 Dec 2023 | RM 205.4b | RM 158.2b | RM 10.8b | 13.1x | 19.1x | 1.3x |
| Sat, 18 Nov 2023 | RM 206.1b | RM 162.3b | RM 10.8b | 13.3x | 19.2x | 1.3x |
| Mon, 16 Oct 2023 | RM 202.8b | RM 162.3b | RM 10.7b | 13.4x | 19x | 1.2x |
| Wed, 13 Sep 2023 | RM 205.9b | RM 162.7b | RM 10.7b | 13.6x | 19.2x | 1.3x |
| Fri, 11 Aug 2023 | RM 210.7b | RM 172.9b | RM 13.6b | 11.9x | 15.4x | 1.2x |
| Sun, 09 Jul 2023 | RM 202.2b | RM 173.1b | RM 13.7b | 11.7x | 14.8x | 1.2x |
| Tue, 06 Jun 2023 | RM 200.6b | RM 176.3b | RM 13.7b | 11.4x | 14.6x | 1.1x |
| Thu, 04 May 2023 | RM 207.8b | RM 179.4b | RM 16.3b | 11.5x | 12.7x | 1.2x |
| Sat, 01 Apr 2023 | RM 207.2b | RM 179.7b | RM 16.3b | 11.3x | 12.7x | 1.2x |
| Mon, 27 Feb 2023 | RM 208.9b | RM 180.0b | RM 16.5b | 12x | 12.7x | 1.2x |
| Wed, 25 Jan 2023 | RM 211.2b | RM 180.0b | RM 17.0b | 11.3x | 12.4x | 1.2x |
| Fri, 23 Dec 2022 | RM 207.7b | RM 177.6b | RM 16.6b | 11.3x | 12.5x | 1.2x |
| Sun, 20 Nov 2022 | RM 204.2b | RM 173.2b | RM 16.8b | 11.5x | 12.2x | 1.2x |
| Tue, 18 Oct 2022 | RM 194.4b | RM 171.7b | RM 16.8b | 10.9x | 11.6x | 1.1x |
| Thu, 15 Sep 2022 | RM 204.7b | RM 170.9b | RM 16.8b | 11.2x | 12.2x | 1.2x |
| Sat, 13 Aug 2022 | RM 209.9b | RM 160.0b | RM 15.6b | 12.2x | 13.4x | 1.3x |
| Mon, 11 Jul 2022 | RM 198.7b | RM 159.4b | RM 15.5b | 11.8x | 12.8x | 1.2x |
| Wed, 08 Jun 2022 | RM 218.7b | RM 159.2b | RM 15.5b | 13.5x | 14.1x | 1.4x |
| Fri, 06 May 2022 | RM 235.2b | RM 149.5b | RM 14.1b | 16x | 16.7x | 1.6x |
| Sun, 03 Apr 2022 | RM 222.8b | RM 149.0b | RM 14.1b | 15.2x | 15.8x | 1.5x |
| Tue, 01 Mar 2022 | RM 228.9b | RM 146.4b | RM 13.6b | 15.5x | 16.9x | 1.6x |
| Thu, 27 Jan 2022 | RM 198.2b | RM 137.0b | RM 12.6b | 13.7x | 15.7x | 1.4x |
| Sat, 25 Dec 2021 | RM 195.5b | RM 136.6b | RM 12.6b | 13.4x | 15.6x | 1.4x |
| Mon, 22 Nov 2021 | RM 200.9b | RM 130.0b | RM 11.8b | 13.6x | 17x | 1.5x |
| Wed, 20 Oct 2021 | RM 212.9b | RM 127.5b | RM 11.2b | 15.3x | 19.1x | 1.7x |
| Fri, 17 Sep 2021 | RM 203.9b | RM 127.2b | RM 11.2b | 14.8x | 18.2x | 1.6x |
| Sun, 15 Aug 2021 | RM 198.3b | RM 127.2b | RM 11.2b | 14.5x | 17.7x | 1.6x |
Price to Earnings Ratio
17.4x
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 19.5x 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 remained mostly flat over the last three years.
- Meanwhile revenues for these companies have grown 7.0% 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 and as a result, profits have held steady.
Industry Trends
Which industries have driven the changes within the Malaysian Consumer Staples industry?
| MY Market | 1.76% | |
| Consumer Staples | 0.56% | |
| Food | 0.65% | |
| Packaged Foods and Meats | 0.97% | |
| Agricultural Products | 0.41% | |
Industry PE
- Investors are most optimistic about the Packaged Foods and Meats industry even though it's trading below its 3-year average PE ratio of 24.3x.
- Analysts are expecting annual earnings growth of 10.6%, which is lower than the prior year's growth of 42.3% per year.
- Investors are most pessimistic about the Agricultural Products industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 13.4x.
Forecasted Growth
- Analysts are most optimistic on the Packaged Foods and Meats industry, expecting annual earnings growth of 11% over the next 5 years.
- However this is lower than its past earnings growth rate of 42% per year.
- In contrast, the Agricultural Products industry is expected to see its earnings grow by 9.9% 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 | |
|---|---|---|---|---|---|
| GCB Guan Chong Berhad | RM 3.96 | 7.6% +RM 328.9m | 80.8% | PE27.5x | |
| NESTLE Nestlé (Malaysia) Berhad | RM 122.50 | 0.8% +RM 234.5m | -6.2% | PE43.6x | |
| UTDPLT United Plantations Berhad | RM 25.00 | 2.0% +RM 207.4m | 59.2% | PE14.2x | |
| FGV FGV Holdings Berhad | RM 1.32 | 3.1% +RM 145.9m | -5.0% | PE63.3x | |
| TSH TSH Resources Berhad | RM 1.25 | 8.7% +RM 138.0m | 35.1% | PE20.1x |
