Censof Holdings Berhad's (KLSE:CENSOF) Returns On Capital Are Heading Higher
May 31
Malaysian (KLSE) Software Industry Analysis
UpdatedJun 01, 2024
DataAggregated Company Financials
Companies29
- 7D-5.6%
- 3M3.8%
- 1Y0.8%
- YTD-0.6%
Over the last 7 days, the Software industry has dropped 5.6%, driven by a pullback from Microlink Solutions Berhad of 17%. As for the longer term, the industry's performance has been flat for the past year. As for the next few years, earnings are expected to grow by 25% per annum.
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 |
|---|---|---|---|---|---|---|
| Sat, 01 Jun 2024 | RM4.7b | RM1.7b | -RM18,519,665.00 | 41.9x | -251.4x | 2.8x |
| Mon, 29 Apr 2024 | RM4.1b | RM1.6b | RM12.7m | 43.6x | 320.9x | 2.5x |
| Wed, 27 Mar 2024 | RM3.9b | RM1.6b | RM13.4m | 33.3x | 294.2x | 2.5x |
| Fri, 23 Feb 2024 | RM4.2b | RM1.5b | RM33.4m | 29.3x | 126.2x | 2.7x |
| Sun, 21 Jan 2024 | RM4.4b | RM1.6b | RM65.8m | 25.5x | 66.9x | 2.7x |
| Tue, 19 Dec 2023 | RM4.3b | RM1.6b | RM73.8m | 24.9x | 57.9x | 2.6x |
| Thu, 16 Nov 2023 | RM4.2b | RM1.6b | RM7.7m | 25.8x | 552.4x | 2.7x |
| Sat, 14 Oct 2023 | RM4.3b | RM1.6b | RM4.8m | 28.6x | 898x | 2.7x |
| Mon, 11 Sep 2023 | RM4.3b | RM1.6b | RM10.9m | 27.5x | 391x | 2.7x |
| Wed, 09 Aug 2023 | RM4.1b | RM1.6b | RM7.4m | 22.1x | 556.5x | 2.6x |
| Fri, 07 Jul 2023 | RM4.1b | RM1.6b | RM8.7m | 22.2x | 474.2x | 2.6x |
| Sun, 04 Jun 2023 | RM4.1b | RM1.6b | RM9.0m | 21.6x | 451.8x | 2.6x |
| Tue, 02 May 2023 | RM3.8b | RM1.5b | -RM26,267,573.00 | 15.6x | -143.5x | 2.4x |
| Thu, 30 Mar 2023 | RM3.6b | RM1.5b | -RM36,058,091.00 | 17.3x | -101.1x | 2.4x |
| Sat, 25 Feb 2023 | RM3.7b | RM1.5b | -RM41,371,671.00 | 19.2x | -90.2x | 2.5x |
| Mon, 23 Jan 2023 | RM3.9b | RM1.6b | -RM115,145,581.00 | 22.7x | -34.2x | 2.4x |
| Wed, 21 Dec 2022 | RM3.9b | RM1.6b | -RM114,438,006.00 | 21.5x | -34.2x | 2.4x |
| Fri, 18 Nov 2022 | RM4.1b | RM1.6b | -RM68,744,454.00 | 22x | -59.5x | 2.5x |
| Sun, 16 Oct 2022 | RM3.2b | RM1.6b | -RM68,249,360.00 | 18.6x | -47.4x | 2.1x |
| Tue, 13 Sep 2022 | RM3.4b | RM1.6b | -RM66,094,477.00 | 20x | -52.1x | 2.2x |
| Thu, 11 Aug 2022 | RM3.2b | RM1.5b | -RM87,797,054.00 | 19.1x | -36.3x | 2.1x |
| Sat, 09 Jul 2022 | RM3.0b | RM1.5b | -RM147,492,438.00 | 14.9x | -20.4x | 2x |
| Mon, 06 Jun 2022 | RM3.3b | RM1.6b | -RM148,996,980.00 | 16x | -22.2x | 2.1x |
| Wed, 04 May 2022 | RM3.5b | RM1.5b | -RM98,606,974.00 | 15.7x | -35.9x | 2.3x |
| Fri, 01 Apr 2022 | RM3.5b | RM1.6b | -RM108,314,779.00 | 15x | -32.1x | 2.2x |
| Sun, 27 Feb 2022 | RM3.7b | RM1.6b | -RM68,107,301.00 | 14.5x | -54x | 2.3x |
| Tue, 25 Jan 2022 | RM3.8b | RM1.6b | -RM112,712,116.00 | 15.5x | -33.4x | 2.4x |
| Thu, 23 Dec 2021 | RM3.5b | RM1.6b | -RM113,643,665.00 | 15.7x | -31x | 2.3x |
| Sat, 20 Nov 2021 | RM3.8b | RM1.6b | -RM171,061,201.00 | 17.7x | -22.1x | 2.4x |
| Mon, 18 Oct 2021 | RM4.0b | RM1.6b | -RM172,604,114.00 | 19x | -23x | 2.6x |
| Wed, 15 Sep 2021 | RM4.1b | RM1.6b | -RM203,039,530.00 | 19x | -20x | 2.6x |
| Fri, 13 Aug 2021 | RM4.0b | RM1.6b | -RM202,430,622.00 | 18.1x | -19.8x | 2.5x |
| Tue, 08 Jun 2021 | RM4.2b | RM1.6b | -RM130,000,889.00 | 16.8x | -32.5x | 2.7x |
Price to Earnings Ratio
-32.5x
Current Industry PE
- Investors are optimistic on the Malaysian Software industry, and appear confident in long term growth rates.
- The 3-year average PS ratio of 2.5x is lower than the industry's current PS ratio of 2.8x.
Past Earnings Growth
- The earnings for companies in the Software industry have improved over the last three years.
- Revenues for these companies have grown 2.0% per year.
- This means that more sales are being generated by these companies overall, and subsequently losses are decreasing too.
Industry Trends
Which industries have driven the changes within the Malaysian Tech industry?
| MY Market | -1.50% | |
| Tech | -2.63% | |
| Software | -5.60% | |
| Systems Software | -3.75% | |
| Application Software | -6.56% | |
Industry PE
Forecasted Growth
- Analysts are most optimistic on the Application Software industry, expecting annual earnings growth of 41% over the next 5 years.
- This is better than its past earnings decline of 20% per year.
- In contrast, the Systems Software industry is expected to see its earnings grow by 7.3% per year 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 | |
|---|---|---|---|---|---|
| AGMO Agmo Holdings Berhad | RM0.56 | 3.7% +RM6.5m | 6.7% | PE23.4x | |
| APPASIA AppAsia Berhad | RM0.10 | 5.3% +RM5.8m | -13.0% | PE47.7x | |
| NOVAMSC Nova MSC Berhad | RM0.11 | 0% RM4.9m | 10.0% | PS4x |
