Narrative Update • May 31

Over the last 7 days, the Industrials industry has dropped 2.2%, driven by Ayala declining 7.0%. The industry has fallen 20% in the last year. Earnings are forecast to grow by 3.5% annually.
Has the Filipino Industrials Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 08 Jun 2026 | ₱1.8t | ₱5.3t | ₱293.8b | 6x | 6.1x | 0.3x |
| Wed, 06 May 2026 | ₱2.1t | ₱5.5t | ₱354.4b | 5.2x | 5.8x | 0.4x |
| Fri, 03 Apr 2026 | ₱2.1t | ₱5.5t | ₱330.5b | 5.7x | 6.5x | 0.4x |
| Sun, 01 Mar 2026 | ₱2.3t | ₱5.5t | ₱304.1b | 7.7x | 7.7x | 0.4x |
| Tue, 27 Jan 2026 | ₱2.3t | ₱5.5t | ₱304.1b | 7.6x | 7.5x | 0.4x |
| Thu, 25 Dec 2025 | ₱2.2t | ₱5.5t | ₱304.1b | 6.7x | 7.2x | 0.4x |
| Sat, 22 Nov 2025 | ₱2.1t | ₱5.5t | ₱310.4b | 6.3x | 6.9x | 0.4x |
| Mon, 20 Oct 2025 | ₱2.2t | ₱5.5t | ₱317.2b | 6.2x | 7x | 0.4x |
| Wed, 17 Sep 2025 | ₱2.3t | ₱5.5t | ₱317.2b | 6.4x | 7.2x | 0.4x |
| Fri, 15 Aug 2025 | ₱2.4t | ₱5.6t | ₱283.5b | 8.3x | 8.3x | 0.4x |
| Sun, 13 Jul 2025 | ₱2.5t | ₱5.6t | ₱273.3b | 8.5x | 9.2x | 0.4x |
| Tue, 10 Jun 2025 | ₱2.5t | ₱5.6t | ₱273.3b | 8.4x | 9x | 0.4x |
| Thu, 08 May 2025 | ₱2.4t | ₱5.6t | ₱225.9b | 6.8x | 10.7x | 0.4x |
| Sat, 05 Apr 2025 | ₱2.3t | ₱5.6t | ₱250.7b | 6.7x | 9.1x | 0.4x |
| Mon, 03 Mar 2025 | ₱2.2t | ₱5.6t | ₱255.3b | 6.2x | 8.8x | 0.4x |
| Wed, 29 Jan 2025 | ₱2.3t | ₱5.6t | ₱252.3b | 7.4x | 9.3x | 0.4x |
| Fri, 27 Dec 2024 | ₱2.5t | ₱5.6t | ₱252.3b | 7x | 9.9x | 0.5x |
| Sun, 24 Nov 2024 | ₱2.5t | ₱5.6t | ₱252.3b | 7.1x | 10.1x | 0.5x |
| Tue, 22 Oct 2024 | ₱2.8t | ₱5.5t | ₱228.1b | 7.9x | 12.1x | 0.5x |
| Thu, 19 Sep 2024 | ₱2.7t | ₱5.5t | ₱228.1b | 7.7x | 12x | 0.5x |
| Sat, 17 Aug 2024 | ₱2.6t | ₱5.5t | ₱234.8b | 7.3x | 11.2x | 0.5x |
| Mon, 15 Jul 2024 | ₱2.6t | ₱5.4t | ₱234.3b | 8.1x | 11x | 0.5x |
| Wed, 12 Jun 2024 | ₱2.6t | ₱5.4t | ₱234.3b | 8.5x | 11x | 0.5x |
| Fri, 10 May 2024 | ₱2.6t | ₱5.3t | ₱246.6b | 9.1x | 10.7x | 0.5x |
| Sun, 07 Apr 2024 | ₱2.9t | ₱5.3t | ₱247.0b | 10.2x | 11.6x | 0.5x |
| Tue, 05 Mar 2024 | ₱2.9t | ₱5.2t | ₱234.0b | 12.4x | 12.5x | 0.6x |
| Thu, 01 Feb 2024 | ₱2.9t | ₱5.2t | ₱231.7b | 9.2x | 12.4x | 0.5x |
| Sat, 30 Dec 2023 | ₱2.8t | ₱5.2t | ₱231.7b | 8.8x | 11.9x | 0.5x |
| Mon, 27 Nov 2023 | ₱2.7t | ₱5.2t | ₱231.7b | 8.6x | 11.7x | 0.5x |
| Wed, 25 Oct 2023 | ₱2.7t | ₱5.3t | ₱199.2b | 8.7x | 13.4x | 0.5x |
| Fri, 22 Sep 2023 | ₱2.6t | ₱5.3t | ₱199.2b | 8.8x | 13.2x | 0.5x |
| Sun, 20 Aug 2023 | ₱2.7t | ₱5.3t | ₱199.2b | 8.9x | 13.6x | 0.5x |
| Tue, 18 Jul 2023 | ₱2.9t | ₱5.3t | ₱186.2b | 9.5x | 15.5x | 0.5x |
| Thu, 15 Jun 2023 | ₱3.0t | ₱5.3t | ₱186.2b | 9.7x | 15.9x | 0.6x |
15.9x
Which industries have driven the changes within the Filipino Industrials industry?
| PH Market | 1.64% | |
| Industrials | 4.75% | |
| Industrials | -2.24% | |
| Industrial Conglomerates | -2.24% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| APC APC Group | ₱0.095 | 5.6% +₱37.5m | -40.3% | PS6714.1x |