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Malaysian (KLSE) Real Estate Sector Analysis

UpdatedJul 23, 2024
DataAggregated Company Financials
Companies108
  • 7D-0.4%
  • 3M10.5%
  • 1Y34.6%
  • YTD22.2%

Over the last 7 days, the Real Estate industry has remained flat, although notably Sime Darby Property Berhad gained 6.6%. As for the the longer term, the industry is up 35% over the past 12 months. As for the next few years, earnings are expected to grow by 5.6% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 24 Jul 2024RM 139.3bRM 49.4bRM 7.9b14.9x17.7x2.8x
Fri, 21 Jun 2024RM 136.2bRM 48.7bRM 7.6b15.3x17.9x2.8x
Sun, 19 May 2024RM 133.7bRM 47.5bRM 7.3b14.7x18.2x2.8x
Tue, 16 Apr 2024RM 125.9bRM 46.9bRM 7.3b14.4x17.2x2.7x
Thu, 14 Mar 2024RM 118.7bRM 46.7bRM 7.3b13.9x16.2x2.5x
Sat, 10 Feb 2024RM 117.4bRM 46.4bRM 7.3b13.6x16x2.5x
Mon, 08 Jan 2024RM 118.2bRM 46.1bRM 7.1b12.8x16.6x2.6x
Wed, 06 Dec 2023RM 109.8bRM 45.8bRM 7.0b12.8x15.6x2.4x
Fri, 03 Nov 2023RM 109.9bRM 44.5bRM 7.3b14x15x2.5x
Sun, 01 Oct 2023RM 112.0bRM 44.2bRM 7.1b15x15.7x2.5x
Tue, 29 Aug 2023RM 110.2bRM 43.5bRM 7.1b14.2x15.4x2.5x
Thu, 27 Jul 2023RM 103.2bRM 43.1bRM 6.9b13.4x14.9x2.4x
Sat, 24 Jun 2023RM 95.6bRM 42.2bRM 6.8b12.7x14.1x2.3x
Mon, 22 May 2023RM 94.4bRM 40.5bRM 6.1b12.4x15.4x2.3x
Wed, 19 Apr 2023RM 95.8bRM 40.5bRM 6.2b12.8x15.6x2.4x
Fri, 17 Mar 2023RM 92.5bRM 40.7bRM 6.0b12x15.4x2.3x
Sun, 12 Feb 2023RM 94.4bRM 40.0bRM 5.8b12.6x16.2x2.4x
Tue, 10 Jan 2023RM 90.1bRM 39.8bRM 5.3b12.1x16.9x2.3x
Thu, 08 Dec 2022RM 89.0bRM 39.6bRM 5.4b12x16.6x2.2x
Sat, 05 Nov 2022RM 84.8bRM 36.6bRM 4.2b13.1x20x2.3x
Mon, 03 Oct 2022RM 84.6bRM 36.4bRM 4.1b13.8x20.6x2.3x
Wed, 31 Aug 2022RM 88.8bRM 36.4bRM 4.3b14.8x20.8x2.4x
Fri, 29 Jul 2022RM 86.5bRM 35.3bRM 3.8b14x22.5x2.5x
Sun, 26 Jun 2022RM 86.4bRM 35.3bRM 3.5b14.1x24.5x2.4x
Tue, 24 May 2022RM 91.6bRM 36.0bRM 3.7b15.1x24.5x2.5x
Thu, 21 Apr 2022RM 92.2bRM 36.1bRM 3.6b14.8x25.5x2.6x
Sat, 19 Mar 2022RM 89.6bRM 36.2bRM 3.7b14.1x24.1x2.5x
Mon, 14 Feb 2022RM 91.0bRM 36.3bRM 3.2b15.6x28.9x2.5x
Wed, 12 Jan 2022RM 92.1bRM 36.2bRM 2.8b15.1x32.3x2.5x
Fri, 10 Dec 2021RM 90.6bRM 36.2bRM 2.9b13.2x30.8x2.5x
Sun, 07 Nov 2021RM 97.1bRM 38.5bRM 2.8b13.3x34.8x2.5x
Tue, 05 Oct 2021RM 93.4bRM 38.6bRM 2.9b12.8x32.6x2.4x
Thu, 02 Sep 2021RM 92.7bRM 39.4bRM 2.9b12.5x31.5x2.4x
Sat, 31 Jul 2021RM 89.7bRM 39.4bRM 2.9b12.6x30.5x2.3x
Price to Earnings Ratio

30.5x


Total Market Cap: RM 89.7bTotal Earnings: RM 2.9bTotal Revenue: RM 39.4bTotal Market Cap vs Earnings and Revenue0%0%0%
Malaysian Real Estate Sector Price to Earnings3Y Average 20.8x202220232024
Current Industry PE
  • Investors are pessimistic on the Malaysian Real Estate 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 17.7x which is lower than its 3-year average PE of 20.8x.
  • The 3-year average PS ratio of 2.5x is lower than the industry's current PS ratio of 2.8x.
Past Earnings Growth
  • The earnings for companies in the Real Estate industry have grown 39% per year over the last three years.
  • Revenues for these companies have grown 7.8% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

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

MY Market-0.88%
Real Estate-0.44%
Hotel and Resort REITs0.82%
REITS0.30%
Retail REITs0.076%
Office REITs0.042%
Specialized REITs0%
Residential REITs0%
Industrial REITs-0.50%
Real Estate-0.73%
Health Care REITs-0.77%
Industry PE
  • Investors are most optimistic about the Real Estate industry, which is trading close to its 3-year average PE ratio of 21.0x.
    • Analysts are expecting annual earnings growth of 10.6%, which is lower than the prior year's growth of 12.5% per year.
  • Investors are most pessimistic about the Hotel and Resort REITs industry, which is trading close to its 3-year average of 12.4x.
Forecasted Growth
  • Analysts are most optimistic on the Real Estate industry, expecting annual earnings growth of 11% over the next 5 years.
  • This is roughly in line with its past earnings growth rate.
  • In contrast, the Hotel and Resort REITs industry is expected to see its earnings decline 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?

CompanyLast Price7D1YValuation
SIMEPROP Sime Darby Property BerhadRM 1.616.6%
+RM 680.1m
187.5%PE23.3x
SPSETIA S P Setia BerhadRM 1.716.9%
+RM 523.9m
167.2%PE39.4x
KLCC KLCC Property Holdings BerhadRM 7.561.1%
+RM 144.4m
11.7%PB1x
TROP Tropicana Corporation BerhadRM 1.763.5%
+RM 136.0m
37.5%PS2.6x
UEMS UEM Sunrise BerhadRM 1.211.7%
+RM 101.2m
154.7%PE94.3x
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Latest News

UEMS

RM 1.21

UEM Sunrise Berhad

7D

1.7%

1Y

154.7%

PAVREIT

RM 1.40

Pavilion Real Estate Investment Trust

7D

-0.7%

1Y

13.8%

IBRACO

RM 1.22

Ibraco Berhad

7D

7.0%

1Y

117.9%

EUPE

RM 1.27

Eupe Corporation Berhad

7D

-11.2%

1Y

52.1%

KLCC

RM 7.56

KLCC Property Holdings Berhad

7D

1.1%

1Y

11.7%

CRESNDO

RM 4.07

Crescendo Corporation Berhad

7D

7.4%

1Y

182.6%

E&O

RM 1.00

Eastern & Oriental Berhad

7D

-2.9%

1Y

174.0%

SIMEPROP

RM 1.61

Sime Darby Property Berhad

7D

6.6%

1Y

187.5%

RADIUM

RM 0.49

Radium Development Berhad

7D

-1.0%

1Y

40.0%