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Malaysian (KLSE) Industrials Sector Analysis
UpdatedJan 17, 2025
DataAggregated Company Financials
Companies284
- 7D-5.4%
- 3M-2.8%
- 1Y14.3%
- YTD-6.6%
Over the last 7 days, the Industrials industry has dropped 5.4%, driven by a pullback from Gamuda Berhad of 15%. In the past year, the industry has gained 14%. Looking forward, earnings are forecast to grow by 13% 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 |
|---|---|---|---|---|---|---|
| Fri, 17 Jan 2025 | RM 279.0b | RM 254.2b | RM 12.7b | 17x | 22x | 1.1x |
| Sun, 15 Dec 2024 | RM 292.5b | RM 253.7b | RM 12.6b | 17.7x | 23.2x | 1.2x |
| Tue, 12 Nov 2024 | RM 287.0b | RM 247.4b | RM 11.7b | 18.4x | 24.6x | 1.2x |
| Thu, 10 Oct 2024 | RM 280.7b | RM 246.9b | RM 11.6b | 18.5x | 24.3x | 1.1x |
| Sat, 07 Sep 2024 | RM 278.2b | RM 245.4b | RM 11.7b | 17.9x | 23.8x | 1.1x |
| Mon, 05 Aug 2024 | RM 293.9b | RM 236.2b | RM 12.0b | 19.3x | 24.5x | 1.2x |
| Wed, 03 Jul 2024 | RM 294.1b | RM 235.9b | RM 11.9b | 19.3x | 24.7x | 1.2x |
| Fri, 31 May 2024 | RM 287.1b | RM 234.3b | RM 10.9b | 18.7x | 26.3x | 1.2x |
| Sun, 28 Apr 2024 | RM 267.1b | RM 225.6b | RM 10.7b | 17x | 24.9x | 1.2x |
| Tue, 26 Mar 2024 | RM 257.6b | RM 223.3b | RM 10.7b | 17.1x | 24x | 1.2x |
| Thu, 22 Feb 2024 | RM 244.6b | RM 217.1b | -RM 105,401,771.00 | 18.3x | -2320.3x | 1.1x |
| Sat, 20 Jan 2024 | RM 236.2b | RM 232.0b | RM 871.9m | 18.1x | 270.9x | 1x |
| Mon, 18 Dec 2023 | RM 232.0b | RM 232.2b | RM 1.2b | 17.4x | 191.2x | 1x |
| Wed, 15 Nov 2023 | RM 228.9b | RM 226.0b | RM 1.5b | 17.6x | 153.2x | 1x |
| Fri, 13 Oct 2023 | RM 229.3b | RM 224.4b | RM 1.5b | 17.5x | 155.7x | 1x |
| Sun, 10 Sep 2023 | RM 222.9b | RM 222.7b | RM 1.5b | 16.9x | 151.7x | 1x |
| Tue, 08 Aug 2023 | RM 217.3b | RM 218.0b | -RM 34,705,767.00 | 16x | -6260.1x | 1x |
| Thu, 06 Jul 2023 | RM 212.2b | RM 218.1b | RM 51.0m | 15.2x | 4162.7x | 1x |
| Sat, 03 Jun 2023 | RM 213.5b | RM 217.2b | RM 260.2m | 15.1x | 820.7x | 1x |
| Mon, 01 May 2023 | RM 218.4b | RM 215.0b | RM 33.4b | 15.5x | 6.5x | 1x |
| Wed, 29 Mar 2023 | RM 214.1b | RM 215.3b | RM 33.4b | 15.5x | 6.4x | 1x |
| Fri, 24 Feb 2023 | RM 225.3b | RM 211.1b | RM 10.9b | 14.6x | 20.7x | 1.1x |
| Sun, 22 Jan 2023 | RM 220.4b | RM 208.8b | RM 43.5b | 13.8x | 5.1x | 1.1x |
| Tue, 20 Dec 2022 | RM 209.2b | RM 208.4b | RM 43.5b | 13.5x | 4.8x | 1x |
| Thu, 17 Nov 2022 | RM 199.3b | RM 198.0b | RM 42.3b | 13.9x | 4.7x | 1x |
| Sat, 15 Oct 2022 | RM 191.3b | RM 197.8b | RM 42.4b | 13.8x | 4.5x | 1x |
| Mon, 12 Sep 2022 | RM 203.2b | RM 196.9b | RM 42.4b | 14.8x | 4.8x | 1x |
| Wed, 10 Aug 2022 | RM 203.5b | RM 188.5b | RM 8.7b | 14.5x | 23.5x | 1.1x |
| Fri, 08 Jul 2022 | RM 193.5b | RM 188.5b | RM 8.6b | 14.1x | 22.5x | 1x |
| Sun, 05 Jun 2022 | RM 205.8b | RM 187.3b | RM 8.5b | 14.9x | 24.3x | 1.1x |
| Tue, 03 May 2022 | RM 213.9b | RM 183.0b | RM 8.5b | 14.9x | 25.2x | 1.2x |
| Thu, 31 Mar 2022 | RM 215.3b | RM 187.4b | RM 9.1b | 15.4x | 23.7x | 1.1x |
| Sat, 26 Feb 2022 | RM 210.5b | RM 184.6b | RM 7.0b | 15.8x | 29.9x | 1.1x |
| Mon, 24 Jan 2022 | RM 211.6b | RM 183.7b | RM 7.1b | 16.6x | 30x | 1.2x |
Price to Earnings Ratio
30x
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 22.0x which is higher than its 3-year average PE of -393x.
- 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 22% per year over the last three years.
- Revenues for these companies have grown 11% 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 Industrials sector?
| MY Market | -2.73% | |
| Industrials | -5.37% | |
| Aerospace & Defense | 3.13% | |
| Infrastructure | 0.19% | |
| Trade Distributors | -0.37% | |
| Marine and Shipping | -0.52% | |
| Professional Services | -0.69% | |
| Transportation | -1.35% | |
| Commercial Services | -1.85% | |
| Building | -1.90% | |
| Logistics | -2.44% | |
| Machinery | -2.89% | |
| Electrical | -5.34% | |
| Industrials | -7.35% | |
| Airlines | -7.98% | |
| Construction | -12.10% | |
Industry PE
- Investors are most optimistic about the Commercial Services industry which is trading above its 3-year average PE ratio.
- Analysts are expecting annual earnings growth of 26.8%, which is higher than its past year's earnings growth of 18.5% per year.
Forecasted Growth
- Analysts are most optimistic on the Airlines industry, expecting annual earnings growth of 55% over the next 5 years.
- In contrast, the Industrials industry is expected to see its earnings grow by 3.7% 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 | |
|---|---|---|---|---|---|
| FRONTKN Frontken Corporation Berhad | RM 4.20 | 1.2% +RM 79.1m | 19.0% | PE51.7x | |
| AIRPORT Malaysia Airports Holdings Berhad | RM 10.90 | 0.4% +RM 66.7m | 42.7% | PE21.8x | |
| BJCORP Berjaya Corporation Berhad | RM 0.30 | 3.4% +RM 58.4m | 8.9% | PE7.1x | |
| PGLOBE Paragon Globe Berhad | RM 0.47 | 10.6% +RM 33.6m | 113.6% | PE25.1x | |
| HLIND Hong Leong Industries Berhad | RM 13.00 | 0.8% +RM 31.5m | 39.3% | PE9.3x |
