Narrative Update • Jul 12

In the last week, the Industrials industry is flat overall, with JG Summit Holdings standing out by going down 7.4%. Unfortunately though, the industry is down 18% over the past 12 months. As for the next few years, earnings are expected to grow by 4.8% per annum.
Has the Filipino Industrials Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 05 Aug 2026 | ₱1.8t | ₱5.3t | ₱294.1b | 5.3x | 6.2x | 0.3x |
| Fri, 03 Jul 2026 | ₱1.8t | ₱5.3t | ₱294.1b | 5.7x | 6.1x | 0.3x |
| Sun, 31 May 2026 | ₱2.0t | ₱5.6t | ₱315.2b | 6.2x | 6.4x | 0.4x |
| Tue, 28 Apr 2026 | ₱2.1t | ₱5.5t | ₱354.4b | 5.2x | 5.8x | 0.4x |
| Thu, 26 Mar 2026 | ₱2.1t | ₱5.5t | ₱318.2b | 6.8x | 6.6x | 0.4x |
| Sat, 21 Feb 2026 | ₱2.3t | ₱5.5t | ₱304.1b | 7.4x | 7.6x | 0.4x |
| Mon, 19 Jan 2026 | ₱2.4t | ₱5.5t | ₱304.1b | 7.6x | 7.7x | 0.4x |
| Wed, 17 Dec 2025 | ₱2.2t | ₱5.5t | ₱304.1b | 6.7x | 7.1x | 0.4x |
| Fri, 14 Nov 2025 | ₱2.0t | ₱5.5t | ₱327.2b | 5.1x | 6.3x | 0.4x |
| Sun, 12 Oct 2025 | ₱2.2t | ₱5.5t | ₱317.2b | 6.1x | 6.9x | 0.4x |
| Tue, 09 Sep 2025 | ₱2.3t | ₱5.5t | ₱317.2b | 6.5x | 7.1x | 0.4x |
| Thu, 07 Aug 2025 | ₱2.4t | ₱5.6t | ₱273.3b | 8.3x | 8.7x | 0.4x |
| Sat, 05 Jul 2025 | ₱2.5t | ₱5.6t | ₱273.3b | 8.7x | 9.2x | 0.4x |
| Mon, 02 Jun 2025 | ₱2.4t | ₱5.6t | ₱273.3b | 8.3x | 8.8x | 0.4x |
| Wed, 30 Apr 2025 | ₱2.4t | ₱5.6t | ₱228.2b | 6.6x | 10.3x | 0.4x |
| Fri, 28 Mar 2025 | ₱2.3t | ₱5.6t | ₱261.0b | 6.3x | 8.7x | 0.4x |
| Sun, 23 Feb 2025 | ₱2.3t | ₱5.6t | ₱252.3b | 7.5x | 9.2x | 0.4x |
| Tue, 21 Jan 2025 | ₱2.4t | ₱5.6t | ₱252.3b | 7.3x | 9.5x | 0.4x |
| Thu, 19 Dec 2024 | ₱2.5t | ₱5.6t | ₱252.3b | 6.8x | 9.9x | 0.4x |
| Sat, 16 Nov 2024 | ₱2.5t | ₱5.5t | ₱247.0b | 7.4x | 10.1x | 0.5x |
| Mon, 14 Oct 2024 | ₱2.8t | ₱5.5t | ₱228.1b | 7.9x | 12.1x | 0.5x |
| Wed, 11 Sep 2024 | ₱2.6t | ₱5.5t | ₱228.1b | 7.6x | 11.5x | 0.5x |
| Fri, 09 Aug 2024 | ₱2.6t | ₱5.4t | ₱231.8b | 7.4x | 11.1x | 0.5x |
| Sun, 07 Jul 2024 | ₱2.5t | ₱5.4t | ₱234.3b | 7.5x | 10.7x | 0.5x |
| Tue, 04 Jun 2024 | ₱2.6t | ₱5.4t | ₱234.3b | 8.5x | 11.1x | 0.5x |
| Thu, 02 May 2024 | ₱2.8t | ₱5.3t | ₱242.1b | 10x | 11.6x | 0.5x |
| Sat, 30 Mar 2024 | ₱2.9t | ₱5.3t | ₱248.6b | 10.4x | 11.8x | 0.6x |
| Mon, 26 Feb 2024 | ₱2.9t | ₱5.2t | ₱231.7b | 9.4x | 12.6x | 0.6x |
| Wed, 24 Jan 2024 | ₱2.9t | ₱5.2t | ₱231.7b | 9.2x | 12.4x | 0.5x |
| Fri, 22 Dec 2023 | ₱2.9t | ₱5.2t | ₱231.7b | 9.1x | 12.4x | 0.5x |
| Sun, 19 Nov 2023 | ₱2.7t | ₱5.2t | ₱231.7b | 8.6x | 11.8x | 0.5x |
| Tue, 17 Oct 2023 | ₱2.7t | ₱5.3t | ₱199.2b | 9.1x | 13.6x | 0.5x |
| Thu, 14 Sep 2023 | ₱2.7t | ₱5.3t | ₱199.2b | 9x | 13.6x | 0.5x |
| Sat, 12 Aug 2023 | ₱2.8t | ₱5.3t | ₱189.0b | 8.9x | 14.7x | 0.5x |
14.7x
Which industries have driven the changes within the Filipino Industrials industry?
| PH Market | -0.36% | |
| Industrials | 0.97% | |
| Industrials | -0.092% | |
| Industrial Conglomerates | -0.092% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| LTG LT Group | ₱14.82 | 0.8% +₱1.3b | 14.5% | PE5.1x | |
| AGI Alliance Global Group | ₱8.64 | 1.1% +₱783.7m | 15.0% | PE4.3x | |
| APC APC Group | ₱0.11 | 2.7% +₱22.5m | -8.1% | PS7986.2x |