Malaysian (KLSE) Infrastructure Industry Analysis
UpdatedJul 26, 2024
DataAggregated Company Financials
Companies7
- 7D-0.2%
- 3M4.7%
- 1Y35.9%
- YTD21.6%
The Infrastructure industry has stayed flat over the last week. The past year has been better, since the industry has gained 36% in that time. As for the next few years, earnings are expected to grow by 12% per annum.
Industry Valuation and Performance
Has the Malaysian Infrastructure Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 26 Jul 2024 | RM 39.4b | RM 9.3b | RM 1.5b | 19.6x | 26.5x | 4.2x |
| Sun, 23 Jun 2024 | RM 38.1b | RM 9.3b | RM 1.5b | 17.9x | 25.6x | 4.1x |
| Tue, 21 May 2024 | RM 37.8b | RM 9.0b | RM 1.5b | 21.7x | 24.6x | 4.2x |
| Thu, 18 Apr 2024 | RM 36.9b | RM 8.9b | RM 1.5b | 22x | 24.3x | 4.1x |
| Sat, 16 Mar 2024 | RM 35.6b | RM 8.9b | RM 1.5b | 20.5x | 23.5x | 4x |
| Mon, 12 Feb 2024 | RM 33.0b | RM 8.6b | RM 1.6b | 20.1x | 20.3x | 3.9x |
| Wed, 10 Jan 2024 | RM 32.1b | RM 8.8b | RM 3.2b | 15.6x | 10.1x | 3.6x |
| Fri, 08 Dec 2023 | RM 29.7b | RM 8.8b | RM 3.2b | 15.1x | 9.3x | 3.4x |
| Sun, 05 Nov 2023 | RM 29.1b | RM 8.2b | RM 3.0b | 14.9x | 9.6x | 3.5x |
| Tue, 03 Oct 2023 | RM 28.2b | RM 8.2b | RM 3.0b | 14.2x | 9.4x | 3.4x |
| Thu, 31 Aug 2023 | RM 29.4b | RM 8.2b | RM 3.0b | 15.6x | 9.7x | 3.6x |
| Sat, 29 Jul 2023 | RM 28.7b | RM 7.7b | RM 2.9b | 15.7x | 10x | 3.7x |
| Mon, 26 Jun 2023 | RM 28.2b | RM 7.7b | RM 2.8b | 16.3x | 10x | 3.7x |
| Wed, 24 May 2023 | RM 29.8b | RM 7.5b | RM 2.5b | 12.7x | 11.8x | 4x |
| Fri, 21 Apr 2023 | RM 28.5b | RM 7.5b | RM 2.5b | 12.4x | 11.4x | 3.8x |
| Sun, 19 Mar 2023 | RM 28.5b | RM 7.5b | RM 2.5b | 12.6x | 11.5x | 3.8x |
| Tue, 14 Feb 2023 | RM 28.1b | RM 7.1b | RM 905.6m | 6.2x | 31.1x | 4x |
| Thu, 12 Jan 2023 | RM 28.6b | RM 7.1b | RM 893.4m | 5.7x | 32x | 4x |
| Sat, 10 Dec 2022 | RM 26.7b | RM 7.1b | RM 893.4m | 5.8x | 29.8x | 3.8x |
| Mon, 07 Nov 2022 | RM 27.2b | RM 6.5b | RM 640.5m | 10.3x | 42.4x | 4.2x |
| Wed, 05 Oct 2022 | RM 26.3b | RM 6.5b | RM 689.1m | 10x | 38.2x | 4x |
| Fri, 02 Sep 2022 | RM 27.9b | RM 6.5b | RM 689.1m | 10.4x | 40.5x | 4.3x |
| Sun, 31 Jul 2022 | RM 28.6b | RM 6.2b | RM 520.0m | 8.6x | 54.9x | 4.6x |
| Tue, 28 Jun 2022 | RM 29.5b | RM 6.2b | RM 535.7m | 8.9x | 55.1x | 4.8x |
| Thu, 26 May 2022 | RM 29.2b | RM 5.9b | RM 425.2m | 9.1x | 68.8x | 4.9x |
| Sat, 23 Apr 2022 | RM 31.1b | RM 5.8b | RM 474.5m | 10.2x | 65.5x | 5.4x |
| Mon, 21 Mar 2022 | RM 34.9b | RM 10.5b | RM 1.0b | 10.7x | 34.4x | 3.3x |
| Wed, 16 Feb 2022 | RM 35.7b | RM 9.9b | RM 172.8m | 11.3x | 206.5x | 3.6x |
| Fri, 14 Jan 2022 | RM 35.5b | RM 9.9b | RM 113.4m | 11.3x | 313.2x | 3.6x |
| Sun, 12 Dec 2021 | RM 34.7b | RM 9.9b | RM 113.4m | 11.3x | 306.4x | 3.5x |
| Tue, 09 Nov 2021 | RM 37.3b | RM 10.0b | RM 43.6m | 11.2x | 854.5x | 3.7x |
| Thu, 07 Oct 2021 | RM 38.4b | RM 10.0b | RM 48.4m | 11x | 792.6x | 3.8x |
| Sat, 04 Sep 2021 | RM 37.0b | RM 10.0b | RM 48.4m | 10.4x | 764.9x | 3.7x |
| Mon, 02 Aug 2021 | RM 34.4b | RM 10.0b | RM 48.4m | 9.8x | 709.4x | 3.4x |
Price to Earnings Ratio
709.4x
Current Industry PE
- Investors are pessimistic on the Malaysian Infrastructure 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 26.2x which is lower than its 3-year average PE of 122x.
- The industry is trading close to its 3-year average PS ratio of 3.9x.
Past Earnings Growth
- The earnings for companies in the Infrastructure industry have grown 213% per year over the last three years.
- Meanwhile revenues for these companies have declined 2.5% per year.
- This means that less sales are being generated overall, but since cost of doing business is lower, profits have been increasing.
Industry Trends
Which industries have driven the changes within the Malaysian Industrials industry?
| MY Market | -1.65% | |
| Industrials | -1.92% | |
| Infrastructure | -0.23% | |
| Marine Ports and Services | 0.14% | |
| Airport Services | -0.40% | |
| Highways and Railtracks | -1.47% | |
Industry PE
- Investors are most optimistic about the Airport Services industry which is trading above its 3-year average PE ratio of 11.2x.
- Analysts are expecting annual earnings growth of 19.2%, which is lower than the prior year's growth of 110.9% per year.
Forecasted Growth
- Analysts are most optimistic on the Airport Services industry, expecting annual earnings growth of 19% over the next 5 years.
- However this is lower than its past earnings growth rate of 111% per year.
- In contrast, the Marine Ports and Services industry is expected to see its earnings grow by 5.7% 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 | |
|---|---|---|---|---|---|
| AIRPORT Malaysia Airports Holdings Berhad | RM 10.04 | 0.5% +RM 83.4m | 45.5% | PE27.1x | |
| PLINTAS Prolintas Infra Business Trust | RM 0.85 | 3.0% +RM 27.5m | n/a | n/a |