A Look At The Intrinsic Value Of IFCA MSC Berhad (KLSE:IFCAMSC)
Feb 20
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Malaysian (KLSE) Software Industry Analysis
UpdatedFeb 21, 2025
DataAggregated Company Financials
Companies25
- 7D-7.8%
- 3M-7.8%
- 1Y-21.1%
- YTD-16.0%
Over the last 7 days, the Software industry has dropped 3.3%, driven by a pullback from Autocount Dotcom Berhad of 18%. Meanwhile, NetX Holdings Berhad actually outperformed within the industry, gaining 7.7% in the last week. However, the industry is down 16% over the past year. Looking forward, earnings are expected to remain mostly flat in the next few years.
Industry Valuation and Performance
Has the Malaysian Software Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 21 Feb 2025 | RM 3.5b | RM 1.7b | -RM 160,530,377.00 | 26.2x | -21.8x | 2x |
| Sun, 19 Jan 2025 | RM 3.9b | RM 1.7b | -RM 164,859,111.00 | 30.5x | -23.7x | 2.3x |
| Tue, 17 Dec 2024 | RM 4.0b | RM 1.7b | -RM 150,174,884.00 | 32.3x | -26.8x | 2.3x |
| Thu, 14 Nov 2024 | RM 3.8b | RM 1.7b | -RM 54,601,577.00 | 34.4x | -68.9x | 2.2x |
| Sat, 12 Oct 2024 | RM 4.1b | RM 1.7b | -RM 33,911,317.00 | 37.3x | -121.3x | 2.5x |
| Mon, 09 Sep 2024 | RM 4.3b | RM 1.7b | -RM 39,525,537.00 | 35.7x | -108.2x | 2.5x |
| Wed, 07 Aug 2024 | RM 4.4b | RM 1.7b | -RM 20,996,349.00 | 39.9x | -209.7x | 2.7x |
| Fri, 05 Jul 2024 | RM 5.4b | RM 1.7b | -RM 15,191,726.00 | 47.9x | -352.9x | 3.2x |
| Sun, 02 Jun 2024 | RM 4.7b | RM 1.7b | -RM 18,519,665.00 | 41.9x | -251.4x | 2.8x |
| Tue, 30 Apr 2024 | RM 4.1b | RM 1.6b | RM 12.7m | 43.6x | 325.9x | 2.6x |
| Thu, 28 Mar 2024 | RM 3.9b | RM 1.6b | RM 17.9m | 27.2x | 219.8x | 2.4x |
| Sat, 24 Feb 2024 | RM 4.2b | RM 1.5b | RM 32.1m | 29x | 129.9x | 2.7x |
| Mon, 22 Jan 2024 | RM 4.4b | RM 1.6b | RM 65.8m | 25.5x | 66.9x | 2.7x |
| Wed, 20 Dec 2023 | RM 4.3b | RM 1.6b | RM 73.8m | 25.1x | 58.1x | 2.6x |
| Fri, 17 Nov 2023 | RM 4.2b | RM 1.6b | RM 7.7m | 26.4x | 552.4x | 2.7x |
| Sun, 15 Oct 2023 | RM 4.3b | RM 1.6b | RM 4.8m | 28.6x | 898x | 2.7x |
| Tue, 12 Sep 2023 | RM 4.2b | RM 1.6b | RM 10.9m | 27.2x | 388.5x | 2.7x |
| Thu, 10 Aug 2023 | RM 4.1b | RM 1.6b | RM 7.4m | 22.1x | 553.6x | 2.6x |
| Sat, 08 Jul 2023 | RM 4.1b | RM 1.6b | RM 8.7m | 21.6x | 471.6x | 2.6x |
| Mon, 05 Jun 2023 | RM 4.1b | RM 1.6b | RM 9.0m | 21.6x | 451.8x | 2.6x |
| Wed, 03 May 2023 | RM 3.8b | RM 1.5b | -RM 26,267,573.00 | 15.6x | -143.5x | 2.4x |
| Fri, 31 Mar 2023 | RM 3.6b | RM 1.5b | -RM 30,111,537.00 | 15.5x | -121.2x | 2.4x |
| Sun, 26 Feb 2023 | RM 3.7b | RM 1.5b | -RM 35,824,671.00 | 19.2x | -104.2x | 2.5x |
| Tue, 24 Jan 2023 | RM 3.9b | RM 1.6b | -RM 115,145,581.00 | 22.7x | -34.2x | 2.4x |
| Thu, 22 Dec 2022 | RM 3.9b | RM 1.6b | -RM 114,438,006.00 | 21.5x | -33.9x | 2.4x |
| Sat, 19 Nov 2022 | RM 4.1b | RM 1.6b | -RM 68,744,454.00 | 22x | -59.5x | 2.5x |
| Mon, 17 Oct 2022 | RM 3.2b | RM 1.6b | -RM 68,249,360.00 | 18.6x | -47.4x | 2.1x |
| Wed, 14 Sep 2022 | RM 3.4b | RM 1.6b | -RM 66,094,477.00 | 20x | -52.1x | 2.2x |
| Fri, 12 Aug 2022 | RM 3.3b | RM 1.5b | -RM 87,797,054.00 | 19.9x | -37.1x | 2.1x |
| Sun, 10 Jul 2022 | RM 3.0b | RM 1.5b | -RM 147,492,438.00 | 14.9x | -20.4x | 2x |
| Tue, 07 Jun 2022 | RM 3.3b | RM 1.6b | -RM 148,996,980.00 | 16x | -22.2x | 2.1x |
| Thu, 05 May 2022 | RM 3.5b | RM 1.5b | -RM 98,606,974.00 | 15.7x | -35.9x | 2.3x |
| Sat, 02 Apr 2022 | RM 3.5b | RM 1.6b | -RM 111,638,779.00 | 15x | -31.4x | 2.2x |
| Mon, 28 Feb 2022 | RM 3.7b | RM 1.6b | -RM 73,389,514.00 | 14.5x | -50.1x | 2.3x |
Price to Earnings Ratio
-50.1x
Current Industry PE
- Investors are pessimistic on the Malaysian Software industry, indicating that they anticipate long term growth rates will be lower than they have historically.
- The 3-year average PS ratio of 2.5x is higher than the industry's current PS ratio of 2.1x.
Past Earnings Growth
- The earnings for companies in the Software industry have deteriorated over the last three years.
- Meanwhile revenues for these companies have grown 3.1% per year.
- This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased, which has caused losses to expand.
Industry Trends
Which industries have driven the changes within the Malaysian Tech industry?
| MY Market | -2.08% | |
| Tech | -3.94% | |
| Software | -7.79% | |
| Systems Software | -3.07% | |
| Application Software | -10.01% | |
Industry PE
Forecasted Growth
- Despite it being negative, analysts are least pessimistic on the Systems Software industry since they expect its earnings to decline by only 0.9% per year over the next 5 years, which isn't as bad as the other industries.
- In contrast, the Systems Software 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 | |
|---|---|---|---|---|---|
| TFP TFP Solutions Berhad | RM 0.03 | 20.0% +RM 3.1m | -25.0% | PS5.8x |