Malaysian (KLSE) Retail REITs Industry Analysis
UpdatedMay 10, 2024
DataAggregated Company Financials
Companies6
- 7D-0.3%
- 3M1.3%
- 1Y3.3%
- YTDn/a
The Retail REITs industry has stayed flat over the last week. As for the the longer term, the industry is up 3.9% over the past 12 months. In the next few years, earnings are forecast to decline by 3.2% annually.
Industry Valuation and Performance
Has the Malaysian Retail REITs Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 11 May 2024 | RM19.8b | RM2.7b | RM1.6b | 10.4x | 12.5x | 7.2x |
| Mon, 08 Apr 2024 | RM19.0b | RM2.6b | RM1.5b | 10.9x | 12.3x | 7.2x |
| Wed, 06 Mar 2024 | RM18.9b | RM2.6b | RM1.5b | 10.7x | 12.2x | 7.2x |
| Fri, 02 Feb 2024 | RM19.0b | RM2.6b | RM1.6b | 10.4x | 12.2x | 7.2x |
| Sun, 31 Dec 2023 | RM18.3b | RM2.5b | RM1.5b | 10.7x | 12.5x | 7.2x |
| Tue, 28 Nov 2023 | RM18.2b | RM2.5b | RM1.5b | 10.6x | 12.4x | 7.2x |
| Thu, 26 Oct 2023 | RM18.1b | RM2.4b | RM1.5b | 10.8x | 12.4x | 7.4x |
| Sat, 23 Sep 2023 | RM17.8b | RM2.4b | RM1.3b | 12.8x | 13.8x | 7.3x |
| Mon, 21 Aug 2023 | RM17.8b | RM2.4b | RM1.3b | 12.7x | 13.8x | 7.3x |
| Wed, 19 Jul 2023 | RM18.0b | RM2.3b | RM1.3b | 13x | 14x | 7.7x |
| Fri, 16 Jun 2023 | RM18.2b | RM2.3b | RM1.3b | 13x | 14.1x | 7.8x |
| Sun, 14 May 2023 | RM17.8b | RM2.3b | RM1.3b | 12.5x | 13.7x | 7.6x |
| Tue, 11 Apr 2023 | RM18.4b | RM2.2b | RM1.3b | 13x | 14.2x | 8.2x |
| Thu, 09 Mar 2023 | RM17.8b | RM2.2b | RM1.3b | 13x | 13.7x | 7.9x |
| Sat, 04 Feb 2023 | RM18.4b | RM2.2b | RM1.2b | 16x | 15.1x | 8.2x |
| Mon, 02 Jan 2023 | RM16.7b | RM2.2b | RM915.2m | 18.2x | 18.2x | 7.7x |
| Wed, 30 Nov 2022 | RM16.4b | RM2.2b | RM915.2m | 17.7x | 17.9x | 7.6x |
| Fri, 28 Oct 2022 | RM16.3b | RM2.0b | RM766.2m | 20.2x | 21.3x | 8.1x |
| Sun, 25 Sep 2022 | RM16.3b | RM2.0b | RM747.2m | 20.1x | 21.8x | 8.2x |
| Tue, 23 Aug 2022 | RM17.0b | RM2.0b | RM742.2m | 20.9x | 23x | 8.6x |
| Thu, 21 Jul 2022 | RM16.6b | RM1.9b | RM576.2m | 24.3x | 28.8x | 8.9x |
| Sat, 18 Jun 2022 | RM17.1b | RM1.9b | RM576.2m | 24.7x | 29.6x | 9.2x |
| Mon, 16 May 2022 | RM16.9b | RM1.8b | RM499.5m | 25x | 33.8x | 9.3x |
| Wed, 13 Apr 2022 | RM16.1b | RM1.8b | RM410.3m | 29.5x | 39.3x | 9.2x |
| Fri, 11 Mar 2022 | RM15.5b | RM1.8b | RM410.3m | 28.3x | 37.7x | 8.8x |
| Sun, 06 Feb 2022 | RM16.0b | RM1.7b | RM413.1m | 29x | 38.7x | 9.2x |
| Tue, 04 Jan 2022 | RM16.5b | RM1.7b | RM257.5m | 35.2x | 63.9x | 9.4x |
| Thu, 02 Dec 2021 | RM16.7b | RM1.7b | RM257.5m | 35.9x | 64.7x | 9.6x |
| Sat, 30 Oct 2021 | RM17.3b | RM1.8b | RM260.6m | 36.2x | 66.5x | 9.9x |
| Mon, 27 Sep 2021 | RM17.2b | RM1.8b | RM334.8m | 33.2x | 51.2x | 9.5x |
| Wed, 25 Aug 2021 | RM17.2b | RM1.8b | RM334.8m | 33.5x | 51.3x | 9.5x |
| Thu, 01 Jul 2021 | RM17.2b | RM1.8b | RM334.8m | 33.6x | 51.2x | 9.5x |
Price to Earnings Ratio
72.8x
Current Industry PE
- Investors are pessimistic on the Malaysian Retail 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 12.5x which is lower than its 3-year average PE of 28.4x.
- The 3-year average PS ratio of 8.3x is higher than the industry's current PS ratio of 7.2x.
Past Earnings Growth
- The earnings for companies in the Retail REITs industry have grown 91% per year over the last three years.
- Revenues for these companies have grown 16% per year.
- This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.
Industry Comparison
How does Malaysian Retail REITs compare with similar industries?
| MY Market | 1.72% | |
| Real Estate | 2.55% | |
| REITS | -0.52% | |
| Retail REITs | -0.34% | |
| Industrial REITs | 3.59% | |
| Residential REITs | 0% | |
| Specialized REITs | 0% | |
| Diversified REITs | -0.52% | |
| Healthcare REITs | -0.77% | |
| Office REITs | -0.88% | |
| Hotel and Resort REITs | -1.67% | |
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| PAVREIT Pavilion Real Estate Investment Trust | RM1.34 | 1.5% +RM73.1m | 1.5% | PB1x | |
| CLMT CapitaLand Malaysia Trust | RM0.65 | 0.8% +RM14.1m | 28.7% | PB0.7x |