Supercomnet Technologies Berhad's (KLSE:SCOMNET) Intrinsic Value Is Potentially 32% Above Its Share Price
Today we'll do a simple run through of a valuation method used to estimate the attractiveness of Supercomnet...
Malaysian (KLSE) Electrical Industry Analysis
UpdatedMay 26, 2022
DataAggregated Company Financials
Companies13
- 7D-4.6%
- 3M-10.0%
- 1Y-27.0%
- YTD-26.8%
The Electrical is pretty flat in the last 7 days, but P.I.E. Industrial Berhad has stood out, gaining 8.4%. As for the longer term, the industry has declined 21% in the last year. Looking forward, earnings are forecast to grow by 26% annually.
Industry Valuation and Performance
Has the Malaysian Electrical Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE |
|---|---|---|---|---|
| Thu, 26 May 2022 | RM4.0b | RM7.3b | RM26.1m | 18.2x |
| Sat, 23 Apr 2022 | RM4.3b | RM7.3b | RM18.8m | 18.9x |
| Mon, 21 Mar 2022 | RM4.2b | RM7.3b | RM15.4m | 18.6x |
| Wed, 16 Feb 2022 | RM4.9b | RM6.7b | RM22.2m | 23.7x |
| Fri, 14 Jan 2022 | RM5.3b | RM6.7b | RM22.2m | 22.3x |
| Sun, 12 Dec 2021 | RM5.3b | RM6.7b | RM21.6m | 22.8x |
| Tue, 09 Nov 2021 | RM5.7b | RM6.5b | RM61.6m | 20.7x |
| Thu, 07 Oct 2021 | RM5.4b | RM6.5b | RM61.4m | 19.8x |
| Sat, 04 Sep 2021 | RM5.3b | RM5.8b | RM99.2m | 23.5x |
| Mon, 02 Aug 2021 | RM5.0b | RM5.8b | RM99.2m | 24x |
| Thu, 06 May 2021 | RM5.5b | RM5.6b | RM78.1m | 22.6x |
| Sun, 07 Feb 2021 | RM5.1b | RM5.0b | RM61.1m | 19x |
| Sat, 31 Oct 2020 | RM3.8b | RM5.0b | -RM34,677,797.00 | 25.2x |
| Tue, 04 Aug 2020 | RM3.2b | RM4.7b | -RM49,622,297.00 | 19.4x |
| Fri, 08 May 2020 | RM2.1b | RM5.5b | RM3.9m | 15.8x |
| Mon, 10 Feb 2020 | RM2.1b | RM5.6b | RM11.3m | 15.6x |
| Sun, 03 Nov 2019 | RM1.8b | RM5.5b | RM32.5m | 15.4x |
| Wed, 07 Aug 2019 | RM1.7b | RM5.5b | RM13.7m | 12.8x |
Median PE Ratio
18x
Current Industry PE
- Investors are relatively neutral on the industry at the moment, indicating that they anticipate long term growth rates to remain steady.
- The industry is trading close to its 3-year average PE ratio of 19.3x.
Past Earnings Growth
- Total earnings for the Electrical industry have gone up over the last three years, and the industry is now profitable. Revenues have grown 11% 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 Industrials industry?
| MY Market | -1.27% | |
| Industrials | -1.95% | |
| Electrical | -4.57% | |
| Heavy Electrical Equipment | -2.56% | |
| Electrical Components | -4.63% | |
Industry PE
- Investors are most optimistic about the Electrical Components industry, which is trading close to its 3-year average PE ratio of 19.3x.
- Analysts are expecting annual earnings growth of 26%, which is higher than its past year's earnings growth of 12% per year.
Forecasted Growth
- Analysts are most optimistic on the Electrical Components industry, expecting annual earnings growth of 26% over the next 5 years.
- This is better than its past earnings growth rate of 12% per year.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| HWGB Ho Wah Genting Berhad | RM0.12 | 4.5% +RM3.2m | -66.2% | PS0.2x | |
| FIBON Fibon Berhad | RM0.34 | 3.0% +RM977.2k | -32.0% | PS17.7x |
