Header cover image

Malaysian (KLSE) REITS Industry Analysis

UpdatedNov 27, 2022
DataAggregated Company Financials
Companies18
  • 7D0.6%
  • 3M-4.1%
  • 1Y-1.2%
  • YTD-0.9%

The REITS industry has stayed flat over the last week. In line with that, the industry has also been flat over the past 12 months. Looking forward, earnings are forecast to grow by 6.5% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 27 Nov 2022RM38.2bRM5.1bRM2.1b17.6x18.1x7.4x
Tue, 25 Oct 2022RM37.8bRM4.7bRM1.9b19.7x20.3x8x
Thu, 22 Sep 2022RM38.3bRM4.7bRM1.9b20.1x20.6x8.2x
Sat, 20 Aug 2022RM40.2bRM4.7bRM1.9b20.6x21.6x8.5x
Mon, 18 Jul 2022RM39.0bRM4.5bRM1.7b18.5x23.6x8.7x
Wed, 15 Jun 2022RM39.4bRM4.5bRM1.7b18.8x23.8x8.8x
Fri, 13 May 2022RM39.6bRM4.4bRM1.6b18.6x25x9x
Sun, 10 Apr 2022RM38.1bRM4.3bRM1.5b17.2x25.8x8.8x
Tue, 08 Mar 2022RM36.6bRM4.3bRM1.5b17.1x24.7x8.4x
Thu, 03 Feb 2022RM37.6bRM4.3bRM1.4b23.3x27.4x8.7x
Sat, 01 Jan 2022RM38.4bRM4.2bRM1.0b24.5x37.3x9.2x
Mon, 29 Nov 2021RM38.1bRM4.2bRM1.0b24.1x37x9.1x
Wed, 27 Oct 2021RM39.7bRM4.3bRM1.1b22.8x36.1x9.3x
Fri, 24 Sep 2021RM38.7bRM4.3bRM1.1b22.3x34.6x9x
Sun, 22 Aug 2021RM37.5bRM4.3bRM1.1b22.5x33.6x8.7x
Fri, 09 Jul 2021RM37.6bRM4.3bRM1.1b22.4x33.7x8.7x
Thu, 01 Apr 2021RM38.8bRM4.2bRM774.9m27.7x50x9.2x
Sun, 03 Jan 2021RM39.1bRM4.4bRM961.3m22.6x40.7x8.9x
Wed, 07 Oct 2020RM39.8bRM4.6bRM1.8b19.4x22.6x8.7x
Tue, 30 Jun 2020RM41.3bRM4.8bRM1.9b23.4x21.7x8.7x
Fri, 03 Apr 2020RM39.6bRM5.1bRM2.4b17.6x16.4x7.8x
Mon, 06 Jan 2020RM43.6bRM5.2bRM2.4b19.9x17.8x8.4x
Price to Earnings Ratio

17.9x


Total Market Cap: RM44.4bTotal Earnings: RM2.5bTotal Revenue: RM5.2bTotal Market Cap vs Earnings and Revenue0%0%0%
Malaysian REITS Industry Price to Earnings3Y Average 27.8x202020212022
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 18.1x which is lower than its 3-year average PE of 27.8x.
  • The 3-year average PS ratio of 8.6x is higher than the industry's current PS ratio of 7.4x.
Past Earnings Growth
  • The earnings for companies in the REITs industry have declined 5.1% per year over the last three years.
  • Meanwhile revenues have remained mostly flat.
  • This means that although sales have remained flat, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.

Industry Trends

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

MY Market2.46%
Real Estate2.18%
REITS0.55%
Hotel and Resort REITs2.81%
Industrial REITs1.50%
Retail REITs0.97%
Healthcare REITs0.82%
Residential REITs0%
Specialized REITs0%
Diversified REITs-0.001%
Office REITs-0.084%
Industry PE
  • Investors are most optimistic about the Industrial REITs industry, which is trading close to its 3-year average PE ratio of 21.6x.
    • It looks like they are confident that earnings will grow faster in the future than they have historically.
  • Investors are most pessimistic about the Healthcare REITs industry, which is trading below its 3-year average of 28.6x.
Forecasted Growth
  • Analysts are most optimistic on the Retail REITs industry, expecting annual earnings growth of 7.6% over the next 5 years.
  • In contrast, the Healthcare REITs 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?

CompanyLast Price7D1YValuation
SUNREIT Sunway Real Estate Investment TrustRM1.442.9%
+RM137.0m
-0.7%PB0.9x
IGBREIT IGB Real Estate Investment TrustRM1.601.3%
+RM71.7m
-2.4%PB1.5x
YTLREIT YTL Hospitality REITRM0.922.8%
+RM42.6m
1.1%PB0.6x
CLMT CapitaLand Malaysia TrustRM0.551.9%
+RM22.1m
-9.1%PB0.5x
KLCC KLCC Property Holdings BerhadRM6.810.1%
+RM18.1m
2.7%PB0.9x
Simply Wall St
Simply Wall Street Pty Ltd
17-21 Bellevue Street, Surry Hills, Sydney
Download on the App StoreGet it on Google Play
Simply Wall Street Pty Ltd (ACN 600 056 611), is a Corporate Authorised Representative (Authorised Representative Number: 467183) of Sanlam Private Wealth Pty Ltd (AFSL No. 337927). Any advice contained in this website is general advice only and has been prepared without considering your objectives, financial situation or needs. You should not rely on any advice and/or information contained in this website and before making any investment decision we recommend that you consider whether it is appropriate for your situation and seek appropriate financial, taxation and legal advice. Please read our Financial Services Guide before deciding whether to obtain financial services from us.

Latest News

ARREIT

RM0.59

AmanahRaya Real Estate Investment Trust

7D

-0.8%

1Y

-9.9%

YTLREIT

RM0.92

YTL Hospitality REIT

7D

2.8%

1Y

1.1%

AMFIRST

RM0.36

AmFirst Real Estate Investment Trust

7D

-2.7%

1Y

-8.8%

SUNREIT

RM1.44

Sunway Real Estate Investment Trust

7D

2.9%

1Y

-0.7%

KLCC

RM6.81

KLCC Property Holdings Berhad

7D

0.1%

1Y

2.7%

HEKTAR

RM0.66

Hektar Real Estate Investment Trust

7D

3.2%

1Y

19.1%

SENTRAL

RM0.89

Sentral REIT

7D

1.1%

1Y

-1.7%

CLMT

RM0.55

CapitaLand Malaysia Trust

7D

1.9%

1Y

-9.1%

IGBREIT

RM1.60

IGB Real Estate Investment Trust

7D

1.3%

1Y

-2.4%

AXREIT

RM1.79

Axis Real Estate Investment Trust

7D

-1.1%

1Y

-4.3%

TWRREIT

RM0.47

Tower Real Estate Investment Trust

7D

-4.1%

1Y

-18.3%