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Malaysian (KLSE) Real Estate Sector Analysis

UpdatedDec 01, 2021
DataAggregated Company Financials
Companies105
  • 7D-2.2%
  • 3M-2.7%
  • 1Y0.4%
  • YTD-3.8%

Over the last 7 days, the Real Estate industry has dropped 2.2%, driven by a pullback from S P Setia Berhad of 8.9%. As for the longer term, the industry's performance has been flat for the past year.

Sector Valuation and Performance

Has the Malaysian Real Estate Sector valuation changed over the past few years?

DateMarket CapRevenueEarningsPE
Wed, 01 Dec 2021RM92.0bRM36.5bRM2.9b13.4x
Fri, 29 Oct 2021RM99.9bRM38.5bRM2.8b13.8x
Sun, 26 Sep 2021RM93.7bRM39.0bRM2.9b13.1x
Tue, 24 Aug 2021RM92.2bRM39.4bRM2.9b12.9x
Wed, 30 Jun 2021RM89.9bRM39.4bRM2.9b12.8x
Sat, 03 Apr 2021RM93.8bRM36.8bRM1.7b14.1x
Tue, 05 Jan 2021RM91.7bRM35.4bRM1.2b16.4x
Fri, 09 Oct 2020RM82.2bRM36.7bRM3.2b13.8x
Thu, 02 Jul 2020RM84.7bRM36.3bRM4.1b13.7x
Sun, 05 Apr 2020RM78.0bRM41.4bRM5.9b10.6x
Wed, 08 Jan 2020RM101.6bRM42.8bRM7.3b11.9x
Tue, 01 Oct 2019RM98.9bRM41.9bRM6.3b13.3x
Fri, 05 Jul 2019RM106.9bRM42.2bRM6.4b12.8x
Mon, 08 Apr 2019RM106.7bRM41.0bRM7.0b12.6x
Thu, 10 Jan 2019RM103.7bRM40.6bRM6.9b11.7x
PE Ratio

11.5x

Total Market Cap: RM104.5bTotal Earnings: RM8.2bTotal Revenue: RM40.4b0%0%0%3 Year10 Year
201920202021

Current Industry PE: Investors are relatively neutral on the industry at the moment, considering it's trading close to its 3-year average PE ratio of 13.0x. It appears they believe that earnings will grow in-line with historical growth rates.

Past Earnings Growth: The earnings for companies in the Real Estate industry have declined 29% per year over the last three years, and revenues have also declined 3.4% per year. This means overall sales from these companies are declining and profits are subsequently falling as well.

Industry Trends

Which industries have driven the changes within the Malaysian Real Estate sector?

REITS-1.17%
Real Estate-2.92%

Industry PE: Investors are most optimistic about the REITS industry which is trading above its 3-year average PE ratio of 19.8x. This is likely because analysts are expecting annual earnings growth of 19%, which is higher than its past year's earnings decline of 25% per year. Meanwhile, investors are most pessimistic about the Real Estate industry. Although, investor sentiment seems to have improved given its trading above its 3-year average of 11.2x.

Forecasted Growth: Analysts are most optimistic on the Real Estate industry, expecting annual earnings growth of 22% over the next 5 years. This is better than it's past earnings growth rate of 12% per year. Meanwhile, the REITS industry is expected to see its earnings grow by 19% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

Company7D1YValuation
SUNREIT Sunway Real Estate Investment Trust2.1%+RM102.7m-3.3%PB0.9x
PAVREIT Pavilion Real Estate Investment Trust1.6%+RM61.0m-16.4%PB1x
MAHSING Mah Sing Group Berhad1.4%+RM24.3m-17.2%PB0.4x
OCR OCR Group Berhad6.7%+RM20.6m-39.6%PB0.8x
ECOFIRS EcoFirst Consolidated Bhd2.6%+RM11.0m0%PB1x
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