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Malaysian (KLSE) Industrials Sector Analysis
UpdatedDec 08, 2022
DataAggregated Company Financials
Companies261
- 7D0.6%
- 3M1.5%
- 1Y-2.4%
- YTD-5.5%
The Industrials industry is up 1.6% in the last week, with Hextar Industries Berhad up 9.3%. In the same time, Hap Seng Consolidated Berhad was down 6.5%. Despite this gain, the industry's performance has been flat over the past year. Earnings are forecast to grow by 16% annually.
Sector Valuation and Performance
Has the Malaysian Industrials Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 08 Dec 2022 | RM208.3b | RM207.8b | RM43.6b | 13.4x | 4.8x | 1x |
| Sat, 05 Nov 2022 | RM198.5b | RM198.3b | RM42.4b | 14.4x | 4.7x | 1x |
| Mon, 03 Oct 2022 | RM193.9b | RM197.8b | RM42.4b | 13.9x | 4.6x | 1x |
| Wed, 31 Aug 2022 | RM201.6b | RM195.2b | RM41.9b | 14.5x | 4.8x | 1x |
| Fri, 29 Jul 2022 | RM200.8b | RM188.9b | RM8.6b | 13.9x | 23.3x | 1.1x |
| Sun, 26 Jun 2022 | RM196.1b | RM188.7b | RM8.5b | 14x | 23x | 1x |
| Tue, 24 May 2022 | RM207.3b | RM183.2b | RM8.5b | 15x | 24.4x | 1.1x |
| Thu, 21 Apr 2022 | RM214.9b | RM182.7b | RM8.5b | 16.4x | 25.2x | 1.2x |
| Sat, 19 Mar 2022 | RM209.9b | RM187.0b | RM9.0b | 15x | 23.3x | 1.1x |
| Mon, 14 Feb 2022 | RM216.9b | RM184.0b | RM7.1b | 16.8x | 30.6x | 1.2x |
| Wed, 12 Jan 2022 | RM219.4b | RM183.7b | RM7.0b | 18.1x | 31.1x | 1.2x |
| Fri, 10 Dec 2021 | RM213.7b | RM184.7b | RM7.1b | 16.8x | 30.3x | 1.2x |
| Sun, 07 Nov 2021 | RM226.6b | RM186.6b | RM6.6b | 18.8x | 34.3x | 1.2x |
| Tue, 05 Oct 2021 | RM221.9b | RM186.6b | RM6.6b | 16.2x | 33.4x | 1.2x |
| Thu, 02 Sep 2021 | RM223.7b | RM183.1b | RM6.0b | 18.5x | 37.4x | 1.2x |
| Sat, 31 Jul 2021 | RM211.3b | RM183.1b | RM6.0b | 17.9x | 35.4x | 1.2x |
| Tue, 04 May 2021 | RM219.1b | RM172.9b | RM4.5b | 20.9x | 49x | 1.3x |
| Fri, 05 Feb 2021 | RM204.6b | RM168.9b | RM2.3b | 20.1x | 90.6x | 1.2x |
| Mon, 09 Nov 2020 | RM181.6b | RM168.8b | RM1.5b | 17.1x | 118.7x | 1.1x |
| Sun, 02 Aug 2020 | RM191.9b | RM170.6b | RM2.3b | 18x | 84.6x | 1.1x |
| Wed, 06 May 2020 | RM174.2b | RM185.4b | RM4.8b | 13.7x | 36.6x | 0.9x |
| Sat, 08 Feb 2020 | RM204.7b | RM200.0b | RM7.1b | 14.1x | 28.8x | 1x |
Price to Earnings Ratio
30.3x
Current Industry PE
- Investors are pessimistic on the Malaysian Industrials 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 4.8x which is lower than its 3-year average PE of 46.9x.
- The industry is trading close to its 3-year average PS ratio of 1.1x.
Past Earnings Growth
- The earnings for companies in the Industrials industry have grown 83% per year over the last three years, while revenues have remained mostly flat.
- This means that companies overall are more efficiently conducting business since profits are increasing while sales have been flat.
Industry Trends
Which industries have driven the changes within the Malaysian Industrials sector?
| MY Market | -0.53% | |
| Industrials | 0.58% | |
| Aerospace & Defense | 20.00% | |
| Transportation | 7.33% | |
| Airlines | 5.68% | |
| Machinery | 4.00% | |
| Commercial Services | 2.86% | |
| Building | 2.39% | |
| Logistics | 2.23% | |
| Electrical | 1.49% | |
| Infrastructure | 1.40% | |
| Trade Distributors | 0.48% | |
| Professional Services | 0.15% | |
| Construction | 0.071% | |
| Marine and Shipping | -0.038% | |
| Industrials | -1.63% | |
Industry PE
- Investors are most optimistic about the Professional Services industry, which is trading close to its 3-year average PE ratio of 58.8x.
- Analysts are expecting annual earnings growth of 21.3%, which is higher than its past year's earnings growth of 16.1% per year.
Forecasted Growth
- Analysts are most optimistic on the Infrastructure industry, expecting annual earnings growth of 38% over the next 5 years.
- This is better than its past earnings growth rate of 15% per year.
- In contrast, the Airlines industry is expected to see its earnings decline by 101% 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 | |
|---|---|---|---|---|---|
| HEXIND Hextar Industries Berhad | RM0.65 | 9.3% +RM1.1b | 330.0% | PE295.9x | |
| WPRTS Westports Holdings Berhad | RM3.54 | 3.5% +RM409.2m | -12.4% | PE17.6x | |
| SIME Sime Darby Berhad | RM2.20 | 2.3% +RM340.5m | 1.4% | PE12.9x | |
| PENTA Pentamaster Corporation Berhad | RM4.62 | 7.4% +RM227.6m | -15.2% | PE41.3x | |
| COASTAL Coastal Contracts Bhd | RM2.53 | 13.5% +RM158.3m | 141.0% | PE4.5x |
