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Malaysian (KLSE) Real Estate Sector Analysis

UpdatedDec 04, 2022
DataAggregated Company Financials
Companies103
  • 7D2.1%
  • 3M0.8%
  • 1Y-2.6%
  • YTD-2.7%

In the last week, the Real Estate industry is up 2.1%, with IOI Properties Group Berhad up 7.7%. Overall in the last year, the industry is flat. Looking forward, earnings are forecast to grow by 7.1% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 04 Dec 2022RM89.4bRM39.3bRM5.3b12.9x16.9x2.3x
Tue, 01 Nov 2022RM84.5bRM36.6bRM4.2b13.3x20.1x2.3x
Thu, 29 Sep 2022RM84.7bRM36.3bRM4.4b13.6x19.4x2.3x
Sat, 27 Aug 2022RM89.6bRM36.1bRM4.4b15x20.6x2.5x
Mon, 25 Jul 2022RM86.2bRM35.3bRM3.8b14.2x22.4x2.4x
Wed, 22 Jun 2022RM86.0bRM35.3bRM3.5b14.3x24.3x2.4x
Fri, 20 May 2022RM91.5bRM36.0bRM3.7b14.8x24.5x2.5x
Sun, 17 Apr 2022RM92.7bRM36.1bRM3.6b15.3x25.6x2.6x
Tue, 15 Mar 2022RM89.5bRM36.5bRM3.8b14.3x23.6x2.5x
Thu, 10 Feb 2022RM90.8bRM36.3bRM3.2b15.9x28.8x2.5x
Sat, 08 Jan 2022RM91.9bRM36.2bRM2.8b14.9x32.3x2.5x
Mon, 06 Dec 2021RM90.9bRM36.2bRM2.9b13.4x30.9x2.5x
Wed, 03 Nov 2021RM96.4bRM38.5bRM2.8b12.1x34.5x2.5x
Fri, 01 Oct 2021RM93.3bRM39.0bRM2.9b12.3x32x2.4x
Sun, 29 Aug 2021RM92.4bRM39.4bRM2.9b12.5x31.4x2.3x
Mon, 05 Jul 2021RM89.9bRM39.4bRM2.9b12.8x30.5x2.3x
Thu, 08 Apr 2021RM93.8bRM36.8bRM1.7b14.1x54.4x2.5x
Sun, 10 Jan 2021RM91.7bRM35.4bRM1.2b16.4x76.6x2.6x
Sat, 03 Oct 2020RM82.2bRM36.7bRM3.2b13.8x25.4x2.2x
Tue, 07 Jul 2020RM84.7bRM36.3bRM4.1b13.7x20.8x2.3x
Fri, 10 Apr 2020RM78.0bRM41.4bRM5.9b10.6x13.1x1.9x
Thu, 02 Jan 2020RM101.6bRM42.8bRM7.3b11.9x13.9x2.4x
Price to Earnings Ratio

13.9x


Total Market Cap: RM101.6bTotal Earnings: RM7.3bTotal Revenue: RM42.8bTotal Market Cap vs Earnings and Revenue0%0%0%
Malaysian Real Estate Sector Price to Earnings3Y Average 29.9x20212022
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 17.4x which is lower than its 3-year average PE of 29.9x.
  • The industry is trading close to its 3-year average PS ratio of 2.4x.
Past Earnings Growth
  • The earnings for companies in the Real Estate industry have declined 11% per year over the last three years,
  • Revenues have also declined 3.3% 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?

MY Market0.72%
Real Estate2.15%
Real Estate3.48%
REITS0.43%
Industry PE
  • Investors are most optimistic about the REITS industry even though it's trading below its 3-year average PE ratio of 28.0x.
    • Analysts are expecting annual earnings growth of 6.3%, which is lower than the prior year's growth of 59.0% per year.
  • Investors are most pessimistic about the Real Estate industry, which is trading below its 3-year average of 38.6x.
Forecasted Growth
  • Analysts are most optimistic on the Real Estate industry, expecting annual earnings growth of 8.0% over the next 5 years.
  • However this is lower than its past earnings growth rate of 13% per year.
  • In contrast, the REITS industry is expected to see its earnings grow by 6.3% 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
IOIPG IOI Properties Group BerhadRM1.127.7%
+RM440.5m
2.8%PB0.3x
SPSETIA S P Setia BerhadRM0.7011.9%
+RM305.7m
-41.7%PB0.2x
MAHSING Mah Sing Group BerhadRM0.6019.8%
+RM242.8m
-14.8%PB0.4x
ECOWLD Eco World Development Group BerhadRM0.6911.2%
+RM206.1m
-19.2%PB0.4x
PAVREIT Pavilion Real Estate Investment TrustRM1.245.1%
+RM183.3m
-1.6%PB1x
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Latest News

SPSETIA

RM0.70

S P Setia Berhad

7D

11.9%

1Y

-41.7%

UOADEV

RM1.64

UOA Development Bhd

7D

3.8%

1Y

0.6%

SUNSURIA

RM0.38

Sunsuria Berhad

7D

-7.3%

1Y

-13.6%

SIMEPROP

RM0.49

Sime Darby Property Berhad

7D

3.2%

1Y

-22.2%

MAHSING

RM0.60

Mah Sing Group Berhad

7D

19.8%

1Y

-14.8%

IOIPG

RM1.12

IOI Properties Group Berhad

7D

7.7%

1Y

2.8%

YTLREIT

RM0.88

YTL Hospitality REIT

7D

-3.8%

1Y

-2.2%

TROP

RM1.34

Tropicana Corporation Berhad

7D

-5.0%

1Y

27.6%

KLCC

RM6.70

KLCC Property Holdings Berhad

7D

-1.6%

1Y

3.1%

CLMT

RM0.54

CapitaLand Malaysia Trust

7D

-2.7%

1Y

-9.3%

IGBREIT

RM1.64

IGB Real Estate Investment Trust

7D

2.5%

1Y

1.2%