Dialog Group Berhad (KLSE:DIALOG) Is Increasing Its Dividend To MYR0.021
Nov 27
Malaysian (KLSE) Energy Sector Analysis
UpdatedNov 29, 2022
DataAggregated Company Financials
Companies29
- 7D2.6%
- 3M-2.5%
- 1Y0.6%
- YTD-2.8%
Over the last 7 days, the Energy industry has risen 1.6%, driven by gains from Dialog Group Berhad of 4.8%. During this same period, the Sapura Energy Berhad underperformed, falling 13%. The industry has been flat over the past 12 months despite the gain this week. Earnings are forecast to grow by 15% annually.
Sector Valuation and Performance
Has the Malaysian Energy Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 29 Nov 2022 | RM55.5b | RM90.0b | RM1.8b | 16x | 30.4x | 0.6x |
| Thu, 27 Oct 2022 | RM50.8b | RM86.4b | RM1.5b | 14.5x | 33.5x | 0.6x |
| Sat, 24 Sep 2022 | RM53.0b | RM86.4b | RM1.5b | 15.4x | 35.9x | 0.6x |
| Mon, 22 Aug 2022 | RM54.3b | RM76.3b | RM1.2b | 14.6x | 44x | 0.7x |
| Wed, 20 Jul 2022 | RM50.3b | RM76.0b | RM1.1b | 13.1x | 45.6x | 0.7x |
| Fri, 17 Jun 2022 | RM51.7b | RM76.0b | RM1.1b | 12.5x | 47.2x | 0.7x |
| Sun, 15 May 2022 | RM54.9b | RM67.8b | RM917.4m | 15.8x | 59.9x | 0.8x |
| Tue, 12 Apr 2022 | RM53.2b | RM62.1b | RM1.0b | 14.4x | 51.2x | 0.9x |
| Thu, 10 Mar 2022 | RM56.5b | RM73.4b | -RM1,574,163,233.00 | 15x | -35.9x | 0.8x |
| Sat, 05 Feb 2022 | RM58.7b | RM67.0b | -RM1,099,817,735.00 | 16.3x | -53.4x | 0.9x |
| Mon, 03 Jan 2022 | RM56.7b | RM67.0b | -RM475,938,089.00 | 14.6x | -119.2x | 0.8x |
| Wed, 01 Dec 2021 | RM55.5b | RM68.2b | RM186.9m | 13.5x | 297.2x | 0.8x |
| Fri, 29 Oct 2021 | RM60.0b | RM65.7b | RM59.3m | 15.7x | 1011.9x | 0.9x |
| Sun, 26 Sep 2021 | RM53.4b | RM66.4b | RM1.7b | 13x | 30.8x | 0.8x |
| Tue, 24 Aug 2021 | RM55.6b | RM66.4b | RM1.8b | 13.7x | 31.8x | 0.8x |
| Wed, 30 Jun 2021 | RM57.4b | RM66.4b | RM1.8b | 14x | 32.8x | 0.9x |
| Sat, 03 Apr 2021 | RM66.4b | RM60.7b | RM961.0m | 19.1x | 69.1x | 1.1x |
| Tue, 05 Jan 2021 | RM68.7b | RM63.9b | -RM3,793,686,826.00 | 20.4x | -18.1x | 1.1x |
| Fri, 09 Oct 2020 | RM64.4b | RM68.3b | -RM3,801,110,197.00 | 16x | -16.9x | 0.9x |
| Thu, 02 Jul 2020 | RM65.3b | RM74.6b | -RM3,614,536,811.00 | 11.8x | -18.1x | 0.9x |
| Sun, 05 Apr 2020 | RM57.3b | RM84.5b | -RM2,819,300,684.00 | 6.6x | -20.3x | 0.7x |
| Wed, 08 Jan 2020 | RM79.7b | RM84.5b | RM63.8m | 15.1x | 1249.8x | 0.9x |
Price to Earnings Ratio
-39.8x
Current Industry PE
- Investors are pessimistic on the Malaysian Energy 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 30.4x which is lower than its 3-year average PE of 104x.
- The industry is trading close to its 3-year average PS ratio of 0.85x.
Past Earnings Growth
- Total earnings for the Energy industry have gone up over the last three years, and the industry is now profitable. Revenues have grown 2.5% per year.
- This means that more sales are being generated by the industry overall, and subsequently profits are increasing too.
Industry Trends
Which industries have driven the changes within the Malaysian Energy sector?
| MY Market | 2.57% | |
| Energy | 2.55% | |
| Energy Services | 4.56% | |
| Oil and Gas | 0.58% | |
Industry PE
- Investors are most optimistic about the Oil and Gas industry even though it's trading below its 3-year average PE ratio of 83.3x.
- Analysts are expecting annual earnings growth of 9.5%, which is lower than the prior year's growth of 110.5% per year.
Forecasted Growth
- Analysts are most optimistic on the Energy Services industry, expecting annual earnings growth of 20% over the next 5 years.
- This is better than its past earnings growth rate of 4.9% per year.
- In contrast, the Oil and Gas industry is expected to see its earnings grow by 9.5% 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 | |
|---|---|---|---|---|---|
| DIALOG Dialog Group Berhad | RM2.23 | 9.3% +RM1.1b | -12.9% | PE24.9x | |
| PETDAG PETRONAS Dagangan Berhad | RM22.40 | 4.5% +RM953.7m | 12.6% | PE36.3x | |
| YINSON Yinson Holdings Berhad | RM2.33 | 5.9% +RM376.6m | -18.0% | PE15.8x | |
| HIBISCS Hibiscus Petroleum Berhad | RM1.06 | 6.5% +RM130.8m | 41.3% | PE2.9x | |
| ARMADA Bumi Armada Berhad | RM0.44 | 4.8% +RM118.4m | 0% | PE3.9x |
