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Malaysian (KLSE) Real Estate Industry Analysis
UpdatedMay 16, 2025
DataAggregated Company Financials
Companies88
- 7D3.4%
- 3M-3.0%
- 1Y-3.7%
- YTD-8.4%
In the last week, the Real Estate industry is up 4.1%, with IOI Properties Group Berhad up 9.2%. During this same period, the AYER Holdings Berhad underperformed, falling 8.1%. Overall in the last year, the industry is flat. Earnings are forecast to be flat in the coming years.
Industry Valuation and Performance
Has the Malaysian Real Estate Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 16 May 2025 | RM 88.1b | RM 46.0b | RM 7.1b | 11.9x | 12.4x | 1.9x |
| Sun, 13 Apr 2025 | RM 78.8b | RM 45.8b | RM 7.2b | 10.7x | 10.9x | 1.7x |
| Tue, 11 Mar 2025 | RM 82.8b | RM 45.9b | RM 7.3b | 11.5x | 11.4x | 1.8x |
| Thu, 06 Feb 2025 | RM 90.3b | RM 44.9b | RM 6.6b | 11.4x | 13.8x | 2x |
| Sat, 04 Jan 2025 | RM 97.4b | RM 44.8b | RM 6.6b | 13.9x | 14.8x | 2.2x |
| Mon, 02 Dec 2024 | RM 89.8b | RM 44.9b | RM 6.4b | 12.7x | 14x | 2x |
| Wed, 30 Oct 2024 | RM 90.4b | RM 44.7b | RM 6.6b | 13.5x | 13.6x | 2x |
| Fri, 27 Sep 2024 | RM 90.0b | RM 44.3b | RM 6.4b | 13.3x | 14x | 2x |
| Sun, 25 Aug 2024 | RM 86.4b | RM 44.2b | RM 5.0b | 14.6x | 17.2x | 2x |
| Tue, 23 Jul 2024 | RM 94.1b | RM 43.1b | RM 4.6b | 16.7x | 20.4x | 2.2x |
| Thu, 20 Jun 2024 | RM 92.3b | RM 42.5b | RM 4.3b | 17.1x | 21.3x | 2.2x |
| Sat, 18 May 2024 | RM 89.3b | RM 40.8b | RM 4.1b | 17.4x | 22x | 2.2x |
| Mon, 15 Apr 2024 | RM 84.5b | RM 40.8b | RM 4.1b | 16x | 20.7x | 2.1x |
| Wed, 13 Mar 2024 | RM 74.6b | RM 40.6b | RM 4.1b | 14.2x | 18.2x | 1.8x |
| Fri, 09 Feb 2024 | RM 73.4b | RM 40.4b | RM 4.1b | 13.3x | 17.7x | 1.8x |
| Sun, 07 Jan 2024 | RM 75.8b | RM 40.2b | RM 4.1b | 12.6x | 18.3x | 1.9x |
| Tue, 05 Dec 2023 | RM 67.9b | RM 39.9b | RM 4.0b | 12.3x | 16.8x | 1.7x |
| Thu, 02 Nov 2023 | RM 68.4b | RM 38.6b | RM 4.4b | 13.8x | 15.7x | 1.8x |
| Sat, 30 Sep 2023 | RM 71.2b | RM 38.5b | RM 4.3b | 14.6x | 16.4x | 1.8x |
| Mon, 28 Aug 2023 | RM 66.8b | RM 37.8b | RM 4.3b | 13.3x | 15.4x | 1.8x |
| Wed, 26 Jul 2023 | RM 61.2b | RM 37.5b | RM 4.1b | 12.1x | 14.9x | 1.6x |
| Fri, 23 Jun 2023 | RM 54.7b | RM 36.7b | RM 3.9b | 10.6x | 14.1x | 1.5x |
| Sun, 21 May 2023 | RM 53.5b | RM 35.1b | RM 3.4b | 10x | 15.9x | 1.5x |
| Tue, 18 Apr 2023 | RM 54.7b | RM 35.2b | RM 3.4b | 10.3x | 16.1x | 1.6x |
| Thu, 16 Mar 2023 | RM 52.0b | RM 35.3b | RM 3.2b | 10.1x | 16.1x | 1.5x |
| Sat, 11 Feb 2023 | RM 52.4b | RM 34.7b | RM 3.2b | 10.2x | 16.3x | 1.5x |
| Mon, 09 Jan 2023 | RM 50.2b | RM 34.7b | RM 3.2b | 9.9x | 15.6x | 1.4x |
| Wed, 07 Dec 2022 | RM 51.0b | RM 34.5b | RM 3.3b | 10.1x | 15.7x | 1.5x |
| Fri, 04 Nov 2022 | RM 47.0b | RM 31.8b | RM 2.3b | 10.4x | 20.6x | 1.5x |
| Sun, 02 Oct 2022 | RM 46.5b | RM 31.7b | RM 2.5b | 10.5x | 18.4x | 1.5x |
| Tue, 30 Aug 2022 | RM 49.4b | RM 31.5b | RM 2.4b | 13x | 20.5x | 1.6x |
| Thu, 28 Jul 2022 | RM 47.0b | RM 30.8b | RM 2.2b | 13.2x | 21.7x | 1.5x |
| Sat, 25 Jun 2022 | RM 47.4b | RM 30.8b | RM 1.9b | 13.2x | 25.3x | 1.5x |
| Mon, 23 May 2022 | RM 51.9b | RM 31.6b | RM 2.1b | 14x | 24.8x | 1.6x |
Price to Earnings Ratio
24.8x
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 12.5x which is lower than its 3-year average PE of 17.0x.
- The industry is trading close to its 3-year average PS ratio of 1.8x.
Past Earnings Growth
- The earnings for companies in the Real Estate industry have grown 50% per year over the last three years.
- Revenues for these companies have grown 13% 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 industry?
| MY Market | 2.37% | |
| Real Estate | 2.25% | |
| Real Estate | 3.40% | |
| Real Estate Development | 3.65% | |
| Real Estate Operating Companies | 2.10% | |
| Diversified Real Estate | 1.50% | |
Industry PE
- Investors are most optimistic about the Diversified Real Estate industry even though it's trading below its 3-year average PE ratio of 31.4x.
- Analysts are expecting annual earnings growth of 10.9%, which is lower than the prior year's growth of 21.6% per year.
Forecasted Growth
- Analysts are most optimistic on the Diversified Real Estate industry, expecting annual earnings growth of 11% over the next 5 years.
- However this is lower than its past earnings growth rate of 22% per year.
- In contrast, the Real Estate Development industry is expected to see its earnings growth to stay flat 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 | |
|---|---|---|---|---|---|
| IOIPG IOI Properties Group Berhad | RM 2.01 | 9.2% +RM 936.0m | -18.0% | PE5.7x | |
| SPSETIA S P Setia Berhad | RM 1.27 | 10.4% +RM 600.4m | -17.0% | PE13.3x | |
| UEMS UEM Sunrise Berhad | RM 0.80 | 8.9% +RM 328.8m | -32.6% | PE39.3x | |
| SIMEPROP Sime Darby Property Berhad | RM 1.47 | 2.8% +RM 272.0m | 45.5% | PE19.9x | |
| IBRACO Ibraco Berhad | RM 1.15 | 25.7% +RM 128.3m | 0.9% | PE12.9x |
