Header cover image

Malaysian (KLSE) Semiconductors Industry Analysis

UpdatedNov 28, 2021
DataAggregated Company Financials
Companies18
  • 7D-1.8%
  • 3M5.2%
  • 1Y59.7%
  • YTD51.1%

Over the last 7 days, the Semiconductors industry has dropped 1.8%, driven by declines in Unisem (M) Berhad and D & O Green Technologies Berhad of 3.4% and 2.2%, respectively. Meanwhile, Malaysian Pacific Industries Berhad actually outperformed within the industry, gaining 5.4% in the last week. This takes the industry's 12 month performance to a gain of 60%.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPE
Tue, 30 Nov 2021RM54.2bRM6.8bRM1.1b42.9x
Thu, 28 Oct 2021RM54.6bRM6.5bRM1.0b61.6x
Sat, 25 Sep 2021RM55.7bRM6.4bRM1.0b68.2x
Mon, 23 Aug 2021RM52.1bRM6.4bRM1.0b64.5x
Sat, 10 Jul 2021RM43.4bRM6.4bRM1.0b51.6x
Fri, 02 Apr 2021RM42.7bRM5.8bRM849.1m59.3x
Mon, 04 Jan 2021RM34.4bRM5.3bRM682.0m53.3x
Thu, 08 Oct 2020RM25.7bRM5.1bRM500.9m56.4x
Wed, 01 Jul 2020RM17.0bRM4.7bRM515.1m31.8x
Sat, 04 Apr 2020RM12.7bRM4.7bRM509.7m24.3x
Tue, 07 Jan 2020RM15.4bRM4.7bRM510.4m27.8x
Mon, 30 Sep 2019RM12.7bRM4.7bRM496.8m27.8x
Thu, 04 Jul 2019RM11.7bRM4.9bRM548.8m19.4x
Sun, 07 Apr 2019RM12.3bRM4.9bRM561.5m18.9x
Wed, 09 Jan 2019RM12.3bRM5.0bRM593.0m20.5x
PE Ratio

19.6x

Total Market Cap: RM13.1bTotal Earnings: RM611.8mTotal Revenue: RM5.1b0%0%0%3 Year10 Year
201920202021

Current Industry PE: Investors are relatively neutral on the industry at the moment, considering it's trading close to its 3-year average PE ratio of 39.7x. It appears they believe that earnings will grow in-line with historical growth rates.

Past Earnings Growth: The earnings for companies in the Semiconductor industry have grown 21% per year over the last three years, and revenues for these companies have grown 10% 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 Semiconductors industry?

Semiconductor Equipment-1.40%
Semiconductors-2.26%

Industry PE: Investors are most optimistic about the Semiconductor Equipment industry which is trading above its 3-year average PE ratio of 41.0x. However analysts are expecting annual earnings growth of 27%, which is lower than the prior year's growth of 80% per year. So the market might believe that analysts are underestimating future growth. Meanwhile, investors are most pessimistic about the Semiconductors industry. Although, investor sentiment seems to have improved given its trading above its 3-year average of 31.2x.

Forecasted Growth: Analysts are most optimistic on the Semiconductor Equipment industry, expecting annual earnings growth of 27% over the next 5 years. However this is lower than its past earnings growth rate of 80% per year. Meanwhile, the Semiconductors industry is expected to see its earnings grow by 20% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

Company7D1YValuation
MPI Malaysian Pacific Industries Berhad5.4%+RM511.9m100.4%PE33.6x
D&O D & O Green Technologies Berhad-2.2%RM18.5m205.3%PE96.6x
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

MI

RM3.49

Mi Technovation Berhad

7D

-2.0%

1Y

-12.3%