Narrative Update • Jun 16

The market has been flat over the last week. More promisingly, the market is up 8.2% over the past year. As for the next few years, earnings are expected to grow by 8.9% per annum.
Has the Malaysian Market valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 14 Jul 2026 | RM 2.1t | RM 1.3t | RM 136.6b | 13.5x | 15.3x | 1.6x |
| Thu, 11 Jun 2026 | RM 2.1t | RM 1.3t | RM 135.6b | 13.6x | 15.3x | 1.6x |
| Sat, 09 May 2026 | RM 2.1t | RM 1.3t | RM 123.9b | 14.2x | 17.3x | 1.6x |
| Mon, 06 Apr 2026 | RM 2.1t | RM 1.3t | RM 121.6b | 13.5x | 16.9x | 1.6x |
| Wed, 04 Mar 2026 | RM 2.1t | RM 1.3t | RM 122.6b | 14x | 16.8x | 1.6x |
| Fri, 30 Jan 2026 | RM 2.1t | RM 1.3t | RM 118.9b | 13.9x | 17.5x | 1.6x |
| Sun, 28 Dec 2025 | RM 2.0t | RM 1.3t | RM 118.7b | 13.9x | 17x | 1.5x |
| Tue, 25 Nov 2025 | RM 2.0t | RM 1.3t | RM 114.7b | 13.9x | 17.2x | 1.5x |
| Thu, 23 Oct 2025 | RM 2.0t | RM 1.3t | RM 111.9b | 14.9x | 17.6x | 1.5x |
| Sat, 20 Sep 2025 | RM 1.9t | RM 1.3t | RM 112.2b | 14.7x | 17.3x | 1.5x |
| Mon, 18 Aug 2025 | RM 1.9t | RM 1.3t | RM 114.0b | 14.1x | 16.7x | 1.5x |
| Wed, 16 Jul 2025 | RM 1.9t | RM 1.3t | RM 115.6b | 13.9x | 16.2x | 1.4x |
| Fri, 13 Jun 2025 | RM 1.9t | RM 1.3t | RM 115.7b | 13.6x | 16x | 1.4x |
| Sun, 11 May 2025 | RM 1.9t | RM 1.3t | RM 118.5b | 14x | 15.7x | 1.4x |
| Tue, 08 Apr 2025 | RM 1.7t | RM 1.3t | RM 118.2b | 13.2x | 14.5x | 1.3x |
| Thu, 06 Mar 2025 | RM 1.9t | RM 1.3t | RM 118.5b | 14.2x | 15.6x | 1.4x |
| Sat, 01 Feb 2025 | RM 1.9t | RM 1.3t | RM 115.7b | 14.9x | 16.6x | 1.5x |
| Mon, 30 Dec 2024 | RM 2.0t | RM 1.3t | RM 115.1b | 15.3x | 17.5x | 1.6x |
| Wed, 27 Nov 2024 | RM 2.0t | RM 1.3t | RM 112.1b | 15.6x | 17.5x | 1.5x |
| Fri, 25 Oct 2024 | RM 2.0t | RM 1.3t | RM 113.8b | 15.4x | 17.4x | 1.6x |
| Sun, 22 Sep 2024 | RM 2.0t | RM 1.3t | RM 113.1b | 15.8x | 17.8x | 1.6x |
| Tue, 20 Aug 2024 | RM 2.0t | RM 1.2t | RM 106.7b | 17.4x | 18.7x | 1.6x |
| Thu, 18 Jul 2024 | RM 2.0t | RM 1.2t | RM 105.8b | 18.1x | 19.3x | 1.7x |
| Sat, 15 Jun 2024 | RM 2.0t | RM 1.2t | RM 104.8b | 17.5x | 19.2x | 1.6x |
| Mon, 13 May 2024 | RM 1.9t | RM 1.2t | RM 99.9b | 16.9x | 19.5x | 1.6x |
| Wed, 10 Apr 2024 | RM 1.9t | RM 1.2t | RM 99.6b | 16.4x | 18.9x | 1.6x |
| Fri, 08 Mar 2024 | RM 1.8t | RM 1.2t | RM 99.5b | 15.9x | 18.3x | 1.5x |
| Sun, 04 Feb 2024 | RM 1.8t | RM 1.2t | RM 83.2b | 15.7x | 21.8x | 1.5x |
| Tue, 02 Jan 2024 | RM 1.8t | RM 1.2t | RM 83.1b | 15.6x | 21.2x | 1.4x |
| Thu, 30 Nov 2023 | RM 1.7t | RM 1.2t | RM 81.0b | 15.1x | 21.4x | 1.4x |
| Sat, 28 Oct 2023 | RM 1.7t | RM 1.2t | RM 79.5b | 15.3x | 21.7x | 1.4x |
| Mon, 25 Sep 2023 | RM 1.7t | RM 1.2t | RM 79.7b | 15.7x | 21.9x | 1.4x |
| Wed, 23 Aug 2023 | RM 1.7t | RM 1.2t | RM 81.2b | 14.9x | 21.3x | 1.4x |
| Fri, 21 Jul 2023 | RM 1.7t | RM 1.2t | RM 82.6b | 14.1x | 20.3x | 1.4x |
20.3x
Which sectors have driven the changes within the Malaysian Market?
| MY Market | 0.69% | |
| Consumer Staples | 2.77% | |
| Energy | 1.75% | |
| Materials | 1.74% | |
| Healthcare | 1.53% | |
| Telecom | 1.27% | |
| Financials | 0.38% | |
| Industrials | 0.23% | |
| Real Estate | -0.18% | |
| Consumer Discretionary | -0.51% | |
| Utilities | -0.76% | |
| Tech | -1.26% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | Sector | |
|---|---|---|---|---|---|---|
| PMETAL Press Metal Aluminium Holdings Berhad | RM 7.85 | 3.7% +RM 2.3b | 52.7% | PE28.6x | Materials | |
| SDG SD Guthrie Berhad | RM 6.45 | 4.9% +RM 2.1b | 34.7% | PE17.9x | Consumer Staples | |
| IOICORP IOI Corporation Berhad | RM 4.60 | 7.2% +RM 1.9b | 21.7% | PE17.9x | Consumer Staples | |
| IHH IHH Healthcare Berhad | RM 8.47 | 1.7% +RM 1.2b | 28.5% | PE35.4x | Healthcare | |
| CDB Celcomdigi Berhad | RM 2.96 | 3.1% +RM 1.1b | -23.5% | PE22.4x | Telecom |