Malaysian (KLSE) Media Industry Analysis

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
Thu, 08 Dec 2022	RM4.7b	RM5.5b	RM417.5m	8.5x	11.2x	0.9x
Sat, 05 Nov 2022	RM4.4b	RM5.5b	RM354.0m	8x	12.6x	0.8x
Mon, 03 Oct 2022	RM4.9b	RM5.5b	RM342.7m	8.5x	14.4x	0.9x
Wed, 31 Aug 2022	RM5.4b	RM5.6b	RM325.8m	9.7x	16.7x	1x
Fri, 29 Jul 2022	RM5.7b	RM5.6b	RM279.8m	10.4x	20.3x	1x
Sun, 26 Jun 2022	RM5.8b	RM5.6b	RM278.4m	9.8x	20.9x	1x
Tue, 24 May 2022	RM6.4b	RM5.7b	RM299.6m	11.5x	21.2x	1.1x
Thu, 21 Apr 2022	RM6.9b	RM5.7b	RM314.4m	14.1x	21.9x	1.2x
Sat, 19 Mar 2022	RM7.1b	RM5.8b	RM355.7m	14.7x	19.9x	1.2x
Mon, 14 Feb 2022	RM6.5b	RM5.8b	RM326.9m	12.8x	19.8x	1.1x
Wed, 12 Jan 2022	RM6.6b	RM5.8b	RM329.3m	13.7x	20.2x	1.2x
Fri, 10 Dec 2021	RM6.4b	RM5.8b	RM387.8m	13.3x	16.5x	1.1x
Sun, 07 Nov 2021	RM6.6b	RM5.8b	RM476.0m	15.6x	13.9x	1.1x
Tue, 05 Oct 2021	RM6.8b	RM5.8b	RM483.5m	15.1x	14.1x	1.2x
Thu, 02 Sep 2021	RM7.3b	RM5.9b	RM531.2m	17.3x	13.8x	1.2x
Sat, 31 Jul 2021	RM7.0b	RM5.9b	RM531.2m	14.8x	13.2x	1.2x
Tue, 04 May 2021	RM6.6b	RM5.8b	RM506.1m	25.1x	13.1x	1.2x
Fri, 05 Feb 2021	RM5.4b	RM5.8b	RM408.6m	8.2x	13.1x	0.9x
Mon, 09 Nov 2020	RM4.5b	RM5.9b	RM265.7m	7.5x	17x	0.8x
Sun, 02 Aug 2020	RM4.8b	RM6.1b	RM222.1m	8x	21.7x	0.8x
Wed, 06 May 2020	RM5.6b	RM6.4b	RM318.3m	25x	17.6x	0.9x
Sat, 08 Feb 2020	RM7.1b	RM6.6b	RM430.2m	36.1x	16.4x	1.1x

Current Industry PE

Investors are pessimistic on the Malaysian Media industry, indicating that they anticipate long term growth rates will be lower than they have historically.

The industry is trading at a PE ratio of 11.4x which is lower than its 3-year average PE of 16.9x.

The 3-year average PS ratio of 1.0x is higher than the industry's current PS ratio of 0.87x.

Past Earnings Growth

The earnings for companies in the Media industry have remained mostly flat over the last three years.
Meanwhile revenues for these companies have declined 6.7% per year.
This means that the cost of doing business could be reducing since sales have declined but profits have remained steady.

Industry Trends

Which industries have driven the changes within the Malaysian Telecom industry?

Industry PE

Investors are most optimistic about the Broadcasting industry even though it's trading below its 3-year average PE ratio of 11.0x.

Analysts expect its future annual earnings growth (2.6%) to be largely in line with prior year's earnings growth.

Forecasted Growth

Analysts are most optimistic on the Publishing industry, expecting annual earnings growth of 45% over the next 5 years.

In contrast, the Broadcasting industry is expected to see its earnings grow by 2.6% 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
PUC PUC Berhad	RM0.04	33.3% +RM17.2m	-60.0%	PS3.6x
SJC Seni Jaya Corporation Berhad	RM0.63	6.8% +RM7.8m	-10.7%	PS4.1x
SASBADI Sasbadi Holdings Berhad	RM0.13	13.6% +RM6.4m	-7.4%	PE63.5x
STAR Star Media Group Berhad	RM0.29	1.7% +RM3.6m	-6.3%	PS1x

Company

Last Price

Valuation

PUC PUC Berhad

RM0.04

33.3%
+RM17.2m

-60.0%

PS3.6x

SJC Seni Jaya Corporation Berhad

RM0.63

6.8%
+RM7.8m

-10.7%