Narrative Update • Aug 20

The Materials industry has been flat over the last week, but PETRONAS Chemicals Group Berhad has lost 3.3%. The past year has been better, since the industry has gained 14% in that time. As for the next few years, earnings are expected to grow by 14% per annum.
Has the Malaysian Materials Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 24 Aug 2026 | RM 159.0b | RM 143.2b | RM 3.2b | 11.9x | 50.3x | 1.1x |
| Wed, 22 Jul 2026 | RM 159.8b | RM 139.8b | RM 1.5b | 12.4x | 108.1x | 1.1x |
| Fri, 19 Jun 2026 | RM 165.6b | RM 139.7b | RM 1.5b | 11.9x | 107.4x | 1.2x |
| Sun, 17 May 2026 | RM 177.7b | RM 139.9b | RM 507.7m | 13.6x | 350.1x | 1.3x |
| Tue, 14 Apr 2026 | RM 171.1b | RM 138.6b | RM 307.8m | 13x | 555.7x | 1.2x |
| Thu, 12 Mar 2026 | RM 153.1b | RM 139.2b | RM 265.9m | 13.3x | 575.7x | 1.1x |
| Sat, 07 Feb 2026 | RM 146.1b | RM 138.7b | RM 2.6b | 14.8x | 57.2x | 1.1x |
| Mon, 05 Jan 2026 | RM 143.9b | RM 138.7b | RM 2.5b | 15.1x | 56.9x | 1x |
| Wed, 03 Dec 2025 | RM 138.9b | RM 138.7b | RM 2.5b | 14.5x | 55.6x | 1x |
| Fri, 31 Oct 2025 | RM 141.2b | RM 138.5b | RM 1.2b | 15.1x | 113.6x | 1x |
| Sun, 28 Sep 2025 | RM 143.7b | RM 138.7b | RM 1.3b | 16.3x | 114.6x | 1x |
| Tue, 26 Aug 2025 | RM 138.1b | RM 138.0b | RM 1.3b | 15.1x | 104x | 1x |
| Thu, 24 Jul 2025 | RM 124.0b | RM 139.5b | RM 3.5b | 13.5x | 35.5x | 0.9x |
| Sat, 21 Jun 2025 | RM 117.1b | RM 139.5b | RM 3.5b | 13.3x | 33.5x | 0.8x |
| Mon, 19 May 2025 | RM 129.5b | RM 139.1b | RM 4.3b | 14.3x | 30x | 0.9x |
| Wed, 16 Apr 2025 | RM 118.4b | RM 140.0b | RM 4.3b | 13x | 27.5x | 0.8x |
| Fri, 14 Mar 2025 | RM 124.3b | RM 140.0b | RM 4.4b | 13.6x | 28.5x | 0.9x |
| Sun, 09 Feb 2025 | RM 134.8b | RM 138.3b | RM 3.5b | 13.7x | 38.1x | 1x |
| Tue, 07 Jan 2025 | RM 138.7b | RM 138.4b | RM 3.9b | 14.8x | 35.9x | 1x |
| Thu, 05 Dec 2024 | RM 138.7b | RM 136.8b | RM 3.7b | 14x | 37.3x | 1x |
| Sat, 02 Nov 2024 | RM 138.8b | RM 134.5b | RM 5.2b | 14.3x | 26.9x | 1x |
| Mon, 30 Sep 2024 | RM 145.4b | RM 134.5b | RM 5.2b | 14.4x | 28.1x | 1.1x |
| Wed, 28 Aug 2024 | RM 148.7b | RM 134.0b | RM 5.0b | 14.9x | 29.8x | 1.1x |
| Fri, 26 Jul 2024 | RM 151.5b | RM 132.7b | RM 4.7b | 16.2x | 32x | 1.1x |
| Sun, 23 Jun 2024 | RM 159.9b | RM 132.4b | RM 4.7b | 15.7x | 34.1x | 1.2x |
| Tue, 21 May 2024 | RM 162.7b | RM 131.5b | RM 4.3b | 16x | 37.5x | 1.2x |
| Thu, 18 Apr 2024 | RM 155.5b | RM 131.3b | RM 4.3b | 16.1x | 36.2x | 1.2x |
| Sat, 16 Mar 2024 | RM 150.8b | RM 131.0b | RM 4.3b | 15.6x | 35.4x | 1.2x |
| Mon, 12 Feb 2024 | RM 148.4b | RM 133.7b | RM 4.2b | 16.1x | 35x | 1.1x |
| Wed, 10 Jan 2024 | RM 155.1b | RM 134.1b | RM 4.0b | 16.6x | 38.7x | 1.2x |
| Fri, 08 Dec 2023 | RM 148.6b | RM 134.0b | RM 3.9b | 15.9x | 37.8x | 1.1x |
| Sun, 05 Nov 2023 | RM 151.7b | RM 136.2b | RM 5.5b | 15.3x | 27.6x | 1.1x |
| Tue, 03 Oct 2023 | RM 150.2b | RM 136.7b | RM 5.2b | 15.5x | 28.9x | 1.1x |
| Thu, 31 Aug 2023 | RM 152.2b | RM 136.9b | RM 5.6b | 15.8x | 27.1x | 1.1x |
27.1x
Which industries have driven the changes within the Malaysian Materials sector?
| MY Market | 0.38% | |
| Materials | 0.54% | |
| Packaging | 2.87% | |
| Metals and Mining | 1.74% | |
| Paper and Forestry Products | 1.21% | |
| Basic Materials | 1.08% | |
| Chemicals | -1.32% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| PMETAL Press Metal Aluminium Holdings Berhad | RM 7.89 | 2.5% +RM 1.6b | 39.6% | PE28.7x | |
| BKAWAN Batu Kawan Berhad | RM 21.00 | 2.1% +RM 170.4m | 11.3% | PE13.6x | |
| MCEMENT Malayan Cement Berhad | RM 6.54 | 1.9% +RM 166.8m | 19.8% | PE10.1x | |
| SCIENTX Scientex Berhad | RM 3.76 | 1.9% +RM 108.9m | 17.1% | PE10.2x | |
| LCTITAN Lotte Chemical Titan Holding Berhad | RM 0.35 | 14.5% +RM 102.5m | -42.7% | PS0.08x |