Capital Allocation Trends At Lambo Group Berhad (KLSE:LAMBO) Aren't Ideal
Jun 17
Malaysian (KLSE) Application Software Industry Analysis
UpdatedJul 26, 2024
DataAggregated Company Financials
Companies17
- 7D-3.1%
- 3M19.0%
- 1Y8.8%
- YTDn/a
Over the last 7 days, the Application Software industry has dropped 3.1%, driven by Autocount Dotcom Berhad declining 5.6%. In contrast, Microlink Solutions Berhad has gained 5.6%. In the past year, the industry has gained 8.8%.
Industry Valuation and Performance
Has the Malaysian Application Software Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 26 Jul 2024 | RM 3.5b | RM 893.6m | -RM 9,985,505.00 | 43x | -345.8x | 3.9x |
| Sun, 23 Jun 2024 | RM 3.5b | RM 893.6m | -RM 9,946,159.00 | 41.8x | -349.4x | 3.9x |
| Tue, 21 May 2024 | RM 3.1b | RM 871.3m | RM 19.7m | 36.9x | 154.9x | 3.5x |
| Thu, 18 Apr 2024 | RM 2.5b | RM 865.1m | RM 22.0m | 34.6x | 115.5x | 2.9x |
| Sat, 16 Mar 2024 | RM 2.5b | RM 830.3m | RM 12.3m | 34.7x | 203.8x | 3x |
| Mon, 12 Feb 2024 | RM 2.9b | RM 806.7m | RM 30.7m | 26.4x | 94.8x | 3.6x |
| Wed, 10 Jan 2024 | RM 3.1b | RM 843.1m | RM 35.7m | 25.9x | 86.5x | 3.7x |
| Fri, 08 Dec 2023 | RM 3.0b | RM 864.7m | RM 43.4m | 24.9x | 70x | 3.5x |
| Sun, 05 Nov 2023 | RM 3.0b | RM 806.0m | -RM 23,377,142.00 | 25.8x | -127.3x | 3.7x |
| Tue, 03 Oct 2023 | RM 3.0b | RM 806.0m | -RM 23,377,142.00 | 26.4x | -127.9x | 3.7x |
| Thu, 31 Aug 2023 | RM 3.0b | RM 795.3m | -RM 19,707,884.00 | 26.9x | -152.9x | 3.8x |
| Sat, 29 Jul 2023 | RM 3.0b | RM 789.4m | -RM 19,106,014.00 | 24.9x | -156.1x | 3.8x |
| Mon, 26 Jun 2023 | RM 2.9b | RM 788.6m | -RM 18,973,237.00 | 24.8x | -153.7x | 3.7x |
| Wed, 24 May 2023 | RM 2.9b | RM 772.3m | -RM 17,978,561.00 | 25.6x | -158.7x | 3.7x |
| Fri, 21 Apr 2023 | RM 2.5b | RM 740.3m | -RM 52,147,758.00 | 18x | -47.7x | 3.4x |
| Sun, 19 Mar 2023 | RM 2.5b | RM 739.6m | -RM 56,094,052.00 | 18.9x | -44.5x | 3.4x |
| Tue, 14 Feb 2023 | RM 2.7b | RM 726.3m | -RM 52,451,131.00 | 25.4x | -51.7x | 3.7x |
| Thu, 12 Jan 2023 | RM 2.8b | RM 894.6m | -RM 66,355,632.00 | 26.3x | -41.8x | 3.1x |
| Sat, 10 Dec 2022 | RM 3.0b | RM 888.1m | -RM 65,337,421.00 | 26.3x | -45.6x | 3.4x |
| Mon, 07 Nov 2022 | RM 2.7b | RM 901.7m | -RM 20,264,651.00 | 23.4x | -130.9x | 2.9x |
| Wed, 05 Oct 2022 | RM 2.3b | RM 872.9m | -RM 18,828,707.00 | 23x | -123.2x | 2.7x |
| Fri, 02 Sep 2022 | RM 2.3b | RM 867.8m | -RM 18,680,942.00 | 22.8x | -124.6x | 2.7x |
| Sun, 31 Jul 2022 | RM 2.1b | RM 839.6m | -RM 94,229,819.00 | 23.3x | -22.3x | 2.5x |
| Tue, 28 Jun 2022 | RM 2.1b | RM 869.4m | -RM 83,068,275.00 | 21.7x | -25.6x | 2.4x |
| Thu, 26 May 2022 | RM 2.2b | RM 855.6m | -RM 41,925,269.00 | 15.8x | -52.4x | 2.6x |
| Sat, 23 Apr 2022 | RM 2.4b | RM 857.2m | -RM 48,355,109.00 | 16.6x | -50.5x | 2.8x |
| Mon, 21 Mar 2022 | RM 2.4b | RM 901.5m | -RM 37,899,210.00 | 14.4x | -63.1x | 2.7x |
| Wed, 16 Feb 2022 | RM 2.6b | RM 883.3m | -RM 42,974,088.00 | 15.1x | -59.4x | 2.9x |
| Fri, 14 Jan 2022 | RM 2.6b | RM 916.7m | -RM 76,856,072.00 | 15.7x | -33.4x | 2.8x |
| Sun, 12 Dec 2021 | RM 2.3b | RM 924.7m | -RM 77,787,621.00 | 15.7x | -29.2x | 2.5x |
| Tue, 09 Nov 2021 | RM 2.5b | RM 930.4m | -RM 68,515,672.00 | 16.8x | -36x | 2.7x |
| Thu, 07 Oct 2021 | RM 2.5b | RM 936.9m | -RM 78,986,385.00 | 18.4x | -31.3x | 2.6x |
| Sat, 04 Sep 2021 | RM 2.7b | RM 989.0m | -RM 111,240,122.00 | 16.6x | -24.2x | 2.7x |
| Mon, 02 Aug 2021 | RM 2.6b | RM 989.0m | -RM 111,240,122.00 | 17.2x | -23.7x | 2.7x |
Price to Earnings Ratio
-23.7x
Current Industry PE
- Investors are optimistic on the Malaysian Application Software industry, and appear confident in long term growth rates.
- The 3-year average PS ratio of 3.2x is lower than the industry's current PS ratio of 3.9x.
Past Earnings Growth
- The earnings for companies in the Application Software industry have improved over the last three years.
- Meanwhile revenues for these companies have declined 3.3% per year.
- This means that less sales are being generated overall, but since the cost of doing business is lower, losses have been shrinking.
Industry Comparison
How does Malaysian Application Software compare with similar industries?
| MY Market | -1.65% | |
| Tech | -3.91% | |
| Software | -3.11% | |
| Application Software | -3.07% | |
| Systems Software | -3.19% | |
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 | |
|---|---|---|---|---|---|
| MICROLN Microlink Solutions Berhad | RM 0.28 | 3.7% +RM 10.7m | -69.2% | PS1.1x | |
| LAMBO Lambo Group Berhad | RM 0.03 | 20.0% +RM 7.7m | 50.0% | PS2.2x | |
| IFCAMSC IFCA MSC Berhad | RM 0.79 | 0.6% +RM 3.0m | 177.2% | PE131.2x |
