Narrative Update • May 01

Over the last 7 days, the Materials industry has risen 1.4%, driven by gains in Press Metal Aluminium Holdings Berhad and Malayan Cement Berhad of 0.6% and 3.9%, respectively. In the same time, PETRONAS Chemicals Group Berhad was down 9.3%. This takes the industry's 12 month performance to a gain of 46%. Earnings are forecast to grow by 31% annually.
Has the Malaysian Materials Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 09 May 2026 | RM 174.1b | RM 140.1b | RM 323.7m | 13.6x | 537.9x | 1.2x |
| Mon, 06 Apr 2026 | RM 169.4b | RM 138.6b | RM 307.7m | 12.9x | 550.4x | 1.2x |
| Wed, 04 Mar 2026 | RM 147.6b | RM 139.2b | RM 265.9m | 14.1x | 554.9x | 1.1x |
| Fri, 30 Jan 2026 | RM 148.6b | RM 138.7b | RM 2.5b | 15x | 58.8x | 1.1x |
| Sun, 28 Dec 2025 | RM 146.1b | RM 138.7b | RM 2.5b | 15.2x | 57.8x | 1.1x |
| Tue, 25 Nov 2025 | RM 133.4b | RM 138.0b | RM 2.2b | 16.2x | 60.2x | 1x |
| Thu, 23 Oct 2025 | RM 139.9b | RM 138.5b | RM 1.2b | 15.2x | 112.6x | 1x |
| Sat, 20 Sep 2025 | RM 137.9b | RM 138.8b | RM 1.3b | 15.6x | 107.1x | 1x |
| Mon, 18 Aug 2025 | RM 128.7b | RM 137.8b | RM 1.4b | 14.1x | 93x | 0.9x |
| Wed, 16 Jul 2025 | RM 121.2b | RM 139.5b | RM 3.5b | 14x | 34.7x | 0.9x |
| Fri, 13 Jun 2025 | RM 121.4b | RM 139.6b | RM 3.5b | 13.9x | 34.9x | 0.9x |
| Sun, 11 May 2025 | RM 125.2b | RM 139.1b | RM 4.3b | 13.6x | 29x | 0.9x |
| Tue, 08 Apr 2025 | RM 110.3b | RM 139.8b | RM 4.4b | 12.4x | 25.2x | 0.8x |
| Thu, 06 Mar 2025 | RM 126.0b | RM 140.0b | RM 4.4b | 14.1x | 28.8x | 0.9x |
| Sat, 01 Feb 2025 | RM 135.2b | RM 138.3b | RM 3.9b | 13.1x | 35.1x | 1x |
| Mon, 30 Dec 2024 | RM 139.8b | RM 138.4b | RM 3.9b | 14.7x | 36.2x | 1x |
| Wed, 27 Nov 2024 | RM 134.8b | RM 136.3b | RM 3.7b | 13.9x | 36.3x | 1x |
| Fri, 25 Oct 2024 | RM 141.4b | RM 134.5b | RM 5.2b | 14x | 27.4x | 1.1x |
| Sun, 22 Sep 2024 | RM 142.6b | RM 134.3b | RM 5.1b | 14.2x | 27.7x | 1.1x |
| Tue, 20 Aug 2024 | RM 145.0b | RM 133.3b | RM 4.9b | 14.8x | 29.3x | 1.1x |
| Thu, 18 Jul 2024 | RM 160.5b | RM 132.4b | RM 4.7b | 17.5x | 34x | 1.2x |
| Sat, 15 Jun 2024 | RM 162.0b | RM 132.3b | RM 4.7b | 15.8x | 34.6x | 1.2x |
| Mon, 13 May 2024 | RM 159.3b | RM 131.6b | RM 4.3b | 15.7x | 37x | 1.2x |
| Wed, 10 Apr 2024 | RM 155.1b | RM 131.4b | RM 4.3b | 16.7x | 36.1x | 1.2x |
| Fri, 08 Mar 2024 | RM 149.2b | RM 131.0b | RM 4.3b | 15.3x | 35.1x | 1.1x |
| Sun, 04 Feb 2024 | RM 148.2b | RM 133.9b | RM 4.1b | 16.4x | 35.8x | 1.1x |
| Tue, 02 Jan 2024 | RM 152.3b | RM 134.1b | RM 4.0b | 15.9x | 38x | 1.1x |
| Thu, 30 Nov 2023 | RM 150.8b | RM 134.4b | RM 4.2b | 16x | 36.3x | 1.1x |
| Sat, 28 Oct 2023 | RM 152.1b | RM 136.2b | RM 5.5b | 15.1x | 27.7x | 1.1x |
| Mon, 25 Sep 2023 | RM 153.7b | RM 136.7b | RM 5.5b | 16x | 27.9x | 1.1x |
| Wed, 23 Aug 2023 | RM 152.3b | RM 139.3b | RM 7.2b | 13.7x | 21.2x | 1.1x |
| Fri, 21 Jul 2023 | RM 146.1b | RM 141.1b | RM 7.5b | 13.5x | 19.5x | 1x |
| Sun, 18 Jun 2023 | RM 141.9b | RM 138.3b | RM 7.5b | 12.4x | 19x | 1x |
| Tue, 16 May 2023 | RM 145.7b | RM 139.7b | RM 9.8b | 10.9x | 14.9x | 1x |
14.9x
Which industries have driven the changes within the Malaysian Materials sector?
| MY Market | 1.27% | |
| Materials | -1.99% | |
| Basic Materials | 2.66% | |
| Metals and Mining | 0.68% | |
| Packaging | -0.097% | |
| Paper and Forestry Products | -0.81% | |
| Chemicals | -6.26% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| PMETAL Press Metal Aluminium Holdings Berhad | RM 8.68 | 0.6% +RM 412.0m | 71.5% | PE34.1x | |
| MCEMENT Malayan Cement Berhad | RM 7.22 | 3.9% +RM 375.3m | 44.4% | PE12.8x | |
| BKAWAN Batu Kawan Berhad | RM 21.40 | 1.9% +RM 154.9m | 13.2% | PE15.9x | |
| MSC Malaysia Smelting Corporation Berhad | RM 2.01 | 9.2% +RM 142.8m | 60.2% | PE20.6x | |
| TMK TMK Chemical Bhd | RM 1.69 | 3.0% +RM 50.0m | 30.0% | PE17.4x |