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Malaysian (KLSE) REITS Industry Analysis

UpdatedJul 26, 2024
DataAggregated Company Financials
Companies5
  • 7D0.1%
  • 3M-2.5%
  • 1Y7.8%
  • YTD5.1%

In the last week, REITS has been flat. As for the the longer term, the industry is up 7.8% over the past 12 months. In the next few years earnings are forecast to be pretty stable.

Industry Valuation and Performance

Has the Malaysian REITS Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 26 Jul 2024RM 18.4bRM 2.3bRM 1.3b14.6x14.6x7.9x
Sun, 23 Jun 2024RM 18.3bRM 2.3bRM 1.3b14.4x14.5x7.9x
Tue, 21 May 2024RM 18.5bRM 2.3bRM 1.3b14.6x14.7x8x
Thu, 18 Apr 2024RM 18.2bRM 2.3bRM 1.2b14.8x14.6x7.9x
Sat, 16 Mar 2024RM 18.4bRM 2.3bRM 1.2b14.6x14.8x8x
Mon, 12 Feb 2024RM 18.1bRM 2.3bRM 1.3b14.3x14.2x8x
Wed, 10 Jan 2024RM 17.8bRM 2.2bRM 1.1b18.3x15.9x7.9x
Fri, 08 Dec 2023RM 17.4bRM 2.2bRM 1.1b18.1x15.5x7.8x
Sun, 05 Nov 2023RM 17.4bRM 2.2bRM 1.1b18.3x15.5x7.8x
Tue, 03 Oct 2023RM 17.1bRM 2.2bRM 1.1b18.9x15.3x7.7x
Thu, 31 Aug 2023RM 17.0bRM 2.2bRM 1.1b19.3x15.3x7.7x
Sat, 29 Jul 2023RM 17.1bRM 2.2bRM 1.1b18.8x15.5x7.9x
Mon, 26 Jun 2023RM 17.3bRM 2.2bRM 1.1b17.6x15.5x8x
Wed, 24 May 2023RM 17.5bRM 2.1bRM 1.1b17.8x15.8x8.3x
Fri, 21 Apr 2023RM 17.7bRM 2.1bRM 1.1b18.4x16x8.4x
Sun, 19 Mar 2023RM 17.3bRM 2.1bRM 1.1b17.2x15.6x8.3x
Tue, 14 Feb 2023RM 41.9bRM 5.3bRM 2.6b17.6x16x7.9x
Thu, 12 Jan 2023RM 39.5bRM 5.1bRM 2.1b18.5x18.7x7.7x
Sat, 10 Dec 2022RM 38.3bRM 5.1bRM 2.1b18.1x18.1x7.5x
Mon, 07 Nov 2022RM 38.1bRM 4.8bRM 2.0b18x19.4x7.9x
Wed, 05 Oct 2022RM 37.8bRM 4.7bRM 1.9b19.7x20.4x8.1x
Fri, 02 Sep 2022RM 39.5bRM 4.7bRM 1.9b20.2x21.3x8.4x
Sun, 31 Jul 2022RM 40.0bRM 4.6bRM 1.8b18.6x22.3x8.7x
Tue, 28 Jun 2022RM 38.6bRM 4.5bRM 1.7b18.5x23.3x8.6x
Thu, 26 May 2022RM 39.7bRM 4.5bRM 1.7b18.7x23.7x8.8x
Sat, 23 Apr 2022RM 38.3bRM 4.3bRM 1.5b17.6x25.8x8.8x
Mon, 21 Mar 2022RM 36.7bRM 4.3bRM 1.5b17.2x24.8x8.5x
Wed, 16 Feb 2022RM 37.2bRM 4.3bRM 1.4b23.1x27.5x8.6x
Fri, 14 Jan 2022RM 38.0bRM 4.2bRM 1.0b24.6x36.9x9.1x
Sun, 12 Dec 2021RM 37.8bRM 4.2bRM 1.0b24.1x36.7x9x
Tue, 09 Nov 2021RM 39.2bRM 4.2bRM 1.0b25.1x37.4x9.2x
Thu, 07 Oct 2021RM 38.9bRM 4.3bRM 1.1b22.3x34.8x9x
Sat, 04 Sep 2021RM 37.9bRM 4.3bRM 1.1b22.5x33.9x8.8x
Mon, 02 Aug 2021RM 37.4bRM 4.3bRM 1.1b22.2x33.5x8.7x
Price to Earnings Ratio

33.5x


Total Market Cap: RM 37.4bTotal Earnings: RM 1.1bTotal Revenue: RM 4.3bTotal Market Cap vs Earnings and Revenue0%0%0%
Malaysian REITS Industry Price to Earnings3Y Average 21.1x202220232024
Current Industry PE
  • Investors are pessimistic on the Malaysian REITs 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 14.6x which is lower than its 3-year average PE of 21.1x.
  • The industry is trading close to its 3-year average PS ratio of 8.3x.
Past Earnings Growth
  • The earnings for companies in the REITs industry have grown 4.2% per year over the last three years.
  • Meanwhile revenues for these companies have declined 18% per year.
  • This means that less sales are being generated overall, but since cost of doing business is lower, profits have been increasing.

Industry Trends

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

MY Market-1.65%
Real Estate-2.34%
REITS0.14%
Industrial REITs2.73%
Hotel and Resort REITs0.82%
Healthcare REITs0.78%
Diversified REITs0.14%
Office REITs0%
Residential REITs0%
Specialized REITs0%
Retail REITs-0.01%
Industry PE
  • Investors are most optimistic about the Healthcare REITs industry, which is trading close to its 3-year average PE ratio of 20.2x.
    • Analysts are expecting annual earnings growth of 7.0%, which is higher than its past year's earnings growth of 2.4% per year.
  • Investors are most pessimistic about the Hotel and Resort REITs industry, which is trading below its 3-year average of 15.3x.
Forecasted Growth
  • Analysts are most optimistic on the Healthcare REITs industry, expecting annual earnings growth of 7.0% over the next 5 years.
  • This is better than its past earnings growth rate of 2.4% per year.
  • 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
IGBCR IGB Commercial Real Estate Investment TrustRM 0.482.1%
+RM 23.8m		-4.9%PB0.5x
KLCC KLCC Property Holdings BerhadRM 7.590.1%
+RM 18.1m		12.1%PB1x
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Latest News

IGBCR

RM 0.48

IGB Commercial Real Estate Investment Trust

7D

2.1%

1Y

-4.9%

AXREIT

RM 1.81

Axis Real Estate Investment Trust

7D

-2.7%

1Y

-0.5%

KLCC

RM 7.59

KLCC Property Holdings Berhad

7D

0.1%

1Y

12.1%

ARREIT

RM 0.32

AmanahRaya Real Estate Investment Trust

7D

-4.5%

1Y

-27.3%