Narrative Update • Jul 07

The market has been flat in the last week, however the Information Technology sector is down 3.1%. Meanwhile, the market is actually 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 |
|---|---|---|---|---|---|---|
| Wed, 08 Jul 2026 | RM 2.1t | RM 1.3t | RM 136.2b | 13.5x | 15.3x | 1.6x |
| Fri, 05 Jun 2026 | RM 2.1t | RM 1.3t | RM 135.6b | 13.8x | 15.5x | 1.6x |
| Sun, 03 May 2026 | RM 2.1t | RM 1.3t | RM 123.9b | 14.2x | 17.1x | 1.6x |
| Tue, 31 Mar 2026 | RM 2.0t | RM 1.3t | RM 121.8b | 13.3x | 16.7x | 1.6x |
| Thu, 26 Feb 2026 | RM 2.1t | RM 1.3t | RM 119.0b | 14.4x | 17.7x | 1.6x |
| Sat, 24 Jan 2026 | RM 2.1t | RM 1.3t | RM 118.8b | 14.2x | 17.5x | 1.6x |
| Mon, 22 Dec 2025 | RM 2.0t | RM 1.3t | RM 118.7b | 13.9x | 16.9x | 1.5x |
| Wed, 19 Nov 2025 | RM 2.0t | RM 1.3t | RM 113.4b | 14.3x | 17.3x | 1.5x |
| Fri, 17 Oct 2025 | RM 2.0t | RM 1.3t | RM 111.9b | 14.8x | 17.8x | 1.5x |
| Sun, 14 Sep 2025 | RM 1.9t | RM 1.3t | RM 112.1b | 14.5x | 17.2x | 1.5x |
| Tue, 12 Aug 2025 | RM 1.9t | RM 1.3t | RM 115.8b | 13.8x | 16.3x | 1.4x |
| Thu, 10 Jul 2025 | RM 1.9t | RM 1.3t | RM 115.7b | 13.9x | 16.2x | 1.4x |
| Sat, 07 Jun 2025 | RM 1.8t | RM 1.3t | RM 115.7b | 13.6x | 15.9x | 1.4x |
| Mon, 05 May 2025 | RM 1.8t | RM 1.3t | RM 118.3b | 14x | 15.6x | 1.4x |
| Wed, 02 Apr 2025 | RM 1.8t | RM 1.3t | RM 118.1b | 14.3x | 15.5x | 1.4x |
| Fri, 28 Feb 2025 | RM 1.9t | RM 1.3t | RM 116.2b | 14.4x | 16.4x | 1.5x |
| Sun, 26 Jan 2025 | RM 1.9t | RM 1.3t | RM 115.6b | 15x | 16.9x | 1.5x |
| Tue, 24 Dec 2024 | RM 2.0t | RM 1.3t | RM 115.0b | 15.3x | 17.2x | 1.5x |
| Thu, 21 Nov 2024 | RM 2.0t | RM 1.3t | RM 113.0b | 15.8x | 17.3x | 1.5x |
| Sat, 19 Oct 2024 | RM 2.0t | RM 1.3t | RM 113.8b | 15.6x | 17.5x | 1.6x |
| Mon, 16 Sep 2024 | RM 2.0t | RM 1.3t | RM 113.2b | 15.3x | 17.4x | 1.6x |
| Wed, 14 Aug 2024 | RM 2.0t | RM 1.2t | RM 106.1b | 17.2x | 18.5x | 1.6x |
| Fri, 12 Jul 2024 | RM 2.0t | RM 1.2t | RM 105.7b | 18.1x | 19.2x | 1.7x |
| Sun, 09 Jun 2024 | RM 2.0t | RM 1.2t | RM 105.0b | 17.2x | 19x | 1.6x |
| Tue, 07 May 2024 | RM 1.9t | RM 1.2t | RM 99.8b | 16.7x | 19.4x | 1.6x |
| Thu, 04 Apr 2024 | RM 1.9t | RM 1.2t | RM 99.5b | 16.2x | 18.7x | 1.5x |
| Sat, 02 Mar 2024 | RM 1.8t | RM 1.2t | RM 88.9b | 15.6x | 20.6x | 1.5x |
| Mon, 29 Jan 2024 | RM 1.8t | RM 1.2t | RM 82.9b | 15.9x | 21.9x | 1.5x |
| Wed, 27 Dec 2023 | RM 1.8t | RM 1.2t | RM 83.1b | 15.4x | 21.1x | 1.4x |
| Fri, 24 Nov 2023 | RM 1.7t | RM 1.2t | RM 79.1b | 15.6x | 22.1x | 1.4x |
| Sun, 22 Oct 2023 | RM 1.7t | RM 1.2t | RM 79.2b | 15.4x | 21.7x | 1.4x |
| Tue, 19 Sep 2023 | RM 1.7t | RM 1.2t | RM 79.7b | 15.6x | 21.8x | 1.4x |
| Thu, 17 Aug 2023 | RM 1.7t | RM 1.2t | RM 81.2b | 15x | 21.3x | 1.4x |
| Sat, 15 Jul 2023 | RM 1.7t | RM 1.2t | RM 82.5b | 13.9x | 20.3x | 1.4x |
20.3x
Which sectors have driven the changes within the Malaysian Market?
| MY Market | 0.70% | |
| Telecom | 2.13% | |
| Consumer Staples | 1.74% | |
| Financials | 1.60% | |
| Consumer Discretionary | 1.38% | |
| Energy | 1.03% | |
| Materials | 0.99% | |
| Utilities | 0.76% | |
| Healthcare | 0.48% | |
| Industrials | -0.56% | |
| Real Estate | -1.36% | |
| Tech | -3.07% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | Sector | |
|---|---|---|---|---|---|---|
| CDB Celcomdigi Berhad | RM 2.88 | 7.9% +RM 2.5b | -25.6% | PE21.8x | Telecom | |
| PBBANK Public Bank Berhad | RM 4.91 | 2.3% +RM 2.1b | 13.1% | PB1.6x | Financials | |
| CIMB CIMB Group Holdings Berhad | RM 7.60 | 2.6% +RM 2.1b | 15.0% | PB1.2x | Financials | |
| MAYBANK Malayan Banking Berhad | RM 10.92 | 1.3% +RM 1.7b | 12.6% | PB1.5x | Financials | |
| PCHEM PETRONAS Chemicals Group Berhad | RM 4.25 | 4.9% +RM 1.6b | 25.4% | PS1.3x | Materials |