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Malaysian (KLSE) Materials Sector Analysis
UpdatedMar 13, 2025
DataAggregated Company Financials
Companies123
- 7D-2.9%
- 3M-13.8%
- 1Y-21.7%
- YTD-12.4%
Over the last 7 days, the Materials industry has dropped 2.9%, driven by a pullback from Press Metal Aluminium Holdings Berhad of 3.0%. Overall the industry is down 22% in 12 months. As for the next few years, earnings are expected to grow by 12% per annum.
Sector Valuation and Performance
Has the Malaysian Materials Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 14 Mar 2025 | RM 122.3b | RM 140.0b | RM 4.4b | 13.5x | 27.9x | 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 |
| Sat, 29 Jul 2023 | RM 150.6b | RM 140.1b | RM 7.3b | 13.4x | 20.6x | 1.1x |
| Mon, 26 Jun 2023 | RM 140.3b | RM 141.4b | RM 7.5b | 12.5x | 18.7x | 1x |
| Wed, 24 May 2023 | RM 144.9b | RM 139.7b | RM 9.7b | 11.1x | 15x | 1x |
| Fri, 21 Apr 2023 | RM 152.3b | RM 140.5b | RM 10.1b | 11.2x | 15.1x | 1.1x |
| Sun, 19 Mar 2023 | RM 148.9b | RM 140.7b | RM 10.2b | 11.3x | 14.7x | 1.1x |
| Tue, 14 Feb 2023 | RM 162.5b | RM 139.2b | RM 13.3b | 10.8x | 12.3x | 1.2x |
| Thu, 12 Jan 2023 | RM 160.4b | RM 139.6b | RM 13.7b | 10.4x | 11.7x | 1.1x |
| Sat, 10 Dec 2022 | RM 161.1b | RM 141.8b | RM 13.9b | 9.9x | 11.6x | 1.1x |
| Mon, 07 Nov 2022 | RM 154.7b | RM 135.0b | RM 14.3b | 9.2x | 10.8x | 1.1x |
| Wed, 05 Oct 2022 | RM 148.5b | RM 134.5b | RM 14.7b | 8.9x | 10.1x | 1.1x |
| Fri, 02 Sep 2022 | RM 160.4b | RM 134.8b | RM 14.7b | 9.9x | 10.9x | 1.2x |
| Sun, 31 Jul 2022 | RM 162.6b | RM 127.5b | RM 14.5b | 9.5x | 11.2x | 1.3x |
| Tue, 28 Jun 2022 | RM 163.0b | RM 126.2b | RM 15.0b | 9.2x | 10.9x | 1.3x |
| Thu, 26 May 2022 | RM 180.2b | RM 120.6b | RM 14.2b | 10.1x | 12.7x | 1.5x |
| Sat, 23 Apr 2022 | RM 198.7b | RM 117.7b | RM 14.3b | 10.9x | 13.9x | 1.7x |
| Mon, 21 Mar 2022 | RM 185.4b | RM 117.6b | RM 14.4b | 10.1x | 12.9x | 1.6x |
Price to Earnings Ratio
12.9x
Current Industry PE
- Investors are optimistic on the Malaysian Materials industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 27.9x which is higher than its 3-year average PE of 23.5x.
- The 3-year average PS ratio of 1.2x is higher than the industry's current PS ratio of 0.87x.
Past Earnings Growth
- The earnings for companies in the Materials industry have declined 33% per year over the last three years.
- Meanwhile revenues for these companies have grown 6.0% per year.
- This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.
Industry Trends
Which industries have driven the changes within the Malaysian Materials sector?
| MY Market | -4.27% | |
| Materials | -2.94% | |
| Packaging | -1.03% | |
| Chemicals | -2.23% | |
| Paper and Forestry Products | -2.76% | |
| Metals and Mining | -3.32% | |
| Basic Materials | -5.71% | |
Industry PE
- Investors are most optimistic about the Paper and Forestry Products industry which is trading above its 3-year average PE ratio.
- Analysts are expecting annual earnings growth of 27.8%, which is higher than its past year's earnings decline of 12.4% per year.
- Investors are most pessimistic about the Basic Materials industry, which is trading below its 3-year average of 16.7x.
Forecasted Growth
- Analysts are most optimistic on the Paper and Forestry Products industry, expecting annual earnings growth of 28% over the next 5 years.
- This is better than its past earnings decline of 12% per year.
- In contrast, the Basic Materials industry is expected to see its earnings grow by 5.2% 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 | |
|---|---|---|---|---|---|
| SSTEEL Southern Steel Berhad | RM 0.42 | 21.7% +RM 112.6m | -28.2% | PS0.3x | |
| AUMAS AuMas Resources Berhad | RM 0.75 | 7.1% +RM 91.1m | 68.5% | PE38x | |
| PA P.A. Resources Berhad | RM 0.20 | 7.9% +RM 22.6m | -39.7% | PE7.6x | |
| HPPHB HPP Holdings Berhad | RM 0.43 | 14.5% +RM 21.4m | 35.9% | PE73.9x | |
| SCIPACK Scientex Packaging (Ayer Keroh) Berhad | RM 1.55 | 3.3% +RM 17.5m | -22.5% | PE18.7x |
