Seni Jaya Corporation Berhad's (KLSE:SJC) 25% Dip In Price Shows Sentiment Is Matching Earnings
Jun 07
Malaysian (KLSE) Media Industry Analysis
UpdatedJul 26, 2024
DataAggregated Company Financials
Companies8
- 7D-0.6%
- 3M-5.9%
- 1Y-34.3%
- YTD-18.6%
Over the last 7 days, the Media industry has remained flat, although notably Star Media Group Berhad gained 5.1%. Unfortunately though, the industry is down 34% over the past 12 months. Earnings are forecast to grow by 25% annually.
Industry Valuation and Performance
Has the Malaysian Media Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 26 Jul 2024 | RM 2.6b | RM 4.7b | RM 101.5m | 22.2x | 25.6x | 0.5x |
| Sun, 23 Jun 2024 | RM 3.0b | RM 4.8b | RM 99.4m | 27.9x | 30.1x | 0.6x |
| Tue, 21 May 2024 | RM 2.8b | RM 4.8b | RM 102.8m | 18.3x | 27.6x | 0.6x |
| Thu, 18 Apr 2024 | RM 2.8b | RM 4.8b | RM 101.5m | 16.6x | 27.7x | 0.6x |
| Sat, 16 Mar 2024 | RM 2.7b | RM 5.1b | RM 116.8m | 16x | 23.5x | 0.5x |
| Mon, 12 Feb 2024 | RM 3.1b | RM 5.1b | RM 83.6m | 15.1x | 36.5x | 0.6x |
| Wed, 10 Jan 2024 | RM 3.1b | RM 5.1b | RM 85.9m | 16.9x | 36.6x | 0.6x |
| Fri, 08 Dec 2023 | RM 3.1b | RM 5.2b | RM 128.4m | 14.9x | 24x | 0.6x |
| Sun, 05 Nov 2023 | RM 3.4b | RM 5.1b | RM 125.2m | 14.8x | 27.2x | 0.7x |
| Tue, 03 Oct 2023 | RM 3.5b | RM 5.1b | RM 124.4m | 15.2x | 28.3x | 0.7x |
| Thu, 31 Aug 2023 | RM 3.8b | RM 5.2b | RM 209.5m | 10.7x | 18.1x | 0.7x |
| Sat, 29 Jul 2023 | RM 3.9b | RM 5.2b | RM 205.2m | 10.2x | 19x | 0.7x |
| Mon, 26 Jun 2023 | RM 4.2b | RM 5.2b | RM 202.6m | 11.8x | 20.6x | 0.8x |
| Wed, 24 May 2023 | RM 4.3b | RM 5.3b | RM 286.1m | 12.5x | 15.1x | 0.8x |
| Fri, 21 Apr 2023 | RM 4.8b | RM 5.3b | RM 285.9m | 14.1x | 16.9x | 0.9x |
| Sun, 19 Mar 2023 | RM 4.8b | RM 5.3b | RM 355.4m | 14.2x | 13.6x | 0.9x |
| Tue, 14 Feb 2023 | RM 4.2b | RM 5.4b | RM 321.0m | 9.5x | 13.2x | 0.8x |
| Thu, 12 Jan 2023 | RM 4.1b | RM 5.4b | RM 317.4m | 9.4x | 13x | 0.8x |
| Sat, 10 Dec 2022 | RM 4.7b | RM 5.5b | RM 417.5m | 8.5x | 11.2x | 0.9x |
| Mon, 07 Nov 2022 | RM 4.4b | RM 5.5b | RM 354.0m | 8x | 12.6x | 0.8x |
| Wed, 05 Oct 2022 | RM 5.0b | RM 5.5b | RM 342.7m | 8.7x | 14.6x | 0.9x |
| Fri, 02 Sep 2022 | RM 5.4b | RM 5.6b | RM 331.4m | 9.5x | 16.4x | 1x |
| Sun, 31 Jul 2022 | RM 5.7b | RM 5.6b | RM 279.8m | 10.2x | 20.5x | 1x |
| Tue, 28 Jun 2022 | RM 5.8b | RM 5.6b | RM 278.4m | 9.7x | 20.8x | 1x |
| Thu, 26 May 2022 | RM 6.3b | RM 5.7b | RM 316.2m | 11x | 19.8x | 1.1x |
| Sat, 23 Apr 2022 | RM 6.9b | RM 5.7b | RM 314.1m | 14.1x | 21.9x | 1.2x |
| Mon, 21 Mar 2022 | RM 7.1b | RM 5.8b | RM 355.7m | 14.7x | 19.9x | 1.2x |
| Wed, 16 Feb 2022 | RM 6.5b | RM 5.8b | RM 326.9m | 13.1x | 19.9x | 1.1x |
| Fri, 14 Jan 2022 | RM 6.6b | RM 5.8b | RM 329.3m | 13.3x | 20.1x | 1.1x |
| Sun, 12 Dec 2021 | RM 6.4b | RM 5.8b | RM 329.2m | 12.7x | 19.4x | 1.1x |
| Tue, 09 Nov 2021 | RM 6.6b | RM 5.8b | RM 476.0m | 15.6x | 13.8x | 1.1x |
| Thu, 07 Oct 2021 | RM 6.8b | RM 5.8b | RM 483.5m | 15.4x | 14.1x | 1.2x |
| Sat, 04 Sep 2021 | RM 7.3b | RM 5.9b | RM 531.2m | 17.9x | 13.7x | 1.2x |
| Mon, 02 Aug 2021 | RM 7.1b | RM 5.9b | RM 531.2m | 14.5x | 13.3x | 1.2x |
Price to Earnings Ratio
13.3x
Current Industry PE
- Investors are optimistic on the Malaysian Media industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 25.6x which is higher than its 3-year average PE of 20.3x.
- The industry is trading close to its 3-year average PS ratio of 0.88x.
Past Earnings Growth
- The earnings for companies in the Media industry have declined 42% per year over the last three years,
- Revenues have also declined 6.8% per year.
- This means overall sales from these companies are declining and profits are subsequently falling as well.
Industry Trends
Which industries have driven the changes within the Malaysian Telecom industry?
| MY Market | -1.65% | |
| Telecom | -2.60% | |
| Media | -0.62% | |
| Publishing | 1.00% | |
| Cable and Satellite | 0% | |
| Broadcasting | -0.76% | |
| Advertising | -1.72% | |
Industry PE
- Investors are most optimistic about the Publishing industry which is trading above its 3-year average PE ratio of 10.3x.
- Analysts are expecting annual earnings growth of 25.9%, which is higher than its past year's earnings growth of 22.6% per year.
Forecasted Growth
- Analysts are most optimistic on the Publishing industry, expecting annual earnings growth of 26% over the next 5 years.
- This is roughly in line with its past earnings growth rate.
- In contrast, the Broadcasting industry is expected to see its earnings grow by 25% 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 | |
|---|---|---|---|---|---|
| STAR Star Media Group Berhad | RM 0.41 | 5.1% +RM 14.5m | -3.5% | PE48.2x |