Narrative Update • May 31

Over the last 7 days, the Industrials industry has dropped 2.1%, driven by JG Summit Holdings declining 5.6%. Overall the industry is down 21% in 12 months. Looking forward, 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 |
|---|---|---|---|---|---|---|
| Wed, 10 Jun 2026 | ₱1.8t | ₱5.3t | ₱293.8b | 5.7x | 6.2x | 0.3x |
| Fri, 08 May 2026 | ₱2.1t | ₱5.5t | ₱354.4b | 5.3x | 5.8x | 0.4x |
| Sun, 05 Apr 2026 | ₱2.1t | ₱5.5t | ₱330.5b | 5.7x | 6.5x | 0.4x |
| Tue, 03 Mar 2026 | ₱2.3t | ₱5.5t | ₱303.4b | 7.7x | 7.7x | 0.4x |
| Thu, 29 Jan 2026 | ₱2.3t | ₱5.5t | ₱304.1b | 7.7x | 7.6x | 0.4x |
| Sat, 27 Dec 2025 | ₱2.2t | ₱5.5t | ₱304.1b | 6.7x | 7.1x | 0.4x |
| Mon, 24 Nov 2025 | ₱2.1t | ₱5.5t | ₱310.4b | 6.3x | 6.9x | 0.4x |
| Wed, 22 Oct 2025 | ₱2.2t | ₱5.5t | ₱317.2b | 6.1x | 6.9x | 0.4x |
| Fri, 19 Sep 2025 | ₱2.3t | ₱5.5t | ₱317.2b | 6.5x | 7.3x | 0.4x |
| Sun, 17 Aug 2025 | ₱2.4t | ₱5.5t | ₱320.9b | 6.4x | 7.3x | 0.4x |
| Tue, 15 Jul 2025 | ₱2.6t | ₱5.6t | ₱273.3b | 8.8x | 9.4x | 0.5x |
| Thu, 12 Jun 2025 | ₱2.5t | ₱5.6t | ₱273.3b | 8.3x | 9x | 0.4x |
| Sat, 10 May 2025 | ₱2.4t | ₱5.6t | ₱225.9b | 6.9x | 10.7x | 0.4x |
| Mon, 07 Apr 2025 | ₱2.3t | ₱5.6t | ₱250.7b | 6.7x | 9.1x | 0.4x |
| Wed, 05 Mar 2025 | ₱2.3t | ₱5.6t | ₱255.9b | 6.3x | 9x | 0.4x |
| Fri, 31 Jan 2025 | ₱2.3t | ₱5.6t | ₱252.3b | 7.3x | 9.1x | 0.4x |
| Sun, 29 Dec 2024 | ₱2.5t | ₱5.6t | ₱252.3b | 7.1x | 10x | 0.5x |
| Tue, 26 Nov 2024 | ₱2.6t | ₱5.6t | ₱252.3b | 7.8x | 10.2x | 0.5x |
| Thu, 24 Oct 2024 | ₱2.8t | ₱5.5t | ₱228.1b | 7.7x | 12.1x | 0.5x |
| Sat, 21 Sep 2024 | ₱2.7t | ₱5.5t | ₱228.1b | 7.9x | 12.1x | 0.5x |
| Mon, 19 Aug 2024 | ₱2.6t | ₱5.5t | ₱228.1b | 7.3x | 11.5x | 0.5x |
| Wed, 17 Jul 2024 | ₱2.6t | ₱5.4t | ₱234.3b | 8x | 11.1x | 0.5x |
| Fri, 14 Jun 2024 | ₱2.5t | ₱5.4t | ₱234.3b | 8.3x | 10.8x | 0.5x |
| Sun, 12 May 2024 | ₱2.7t | ₱5.3t | ₱246.6b | 9.3x | 10.8x | 0.5x |
| Tue, 09 Apr 2024 | ₱2.8t | ₱5.3t | ₱247.0b | 10.2x | 11.5x | 0.5x |
| Thu, 07 Mar 2024 | ₱2.9t | ₱5.2t | ₱234.0b | 12.4x | 12.6x | 0.6x |
| Sat, 03 Feb 2024 | ₱2.9t | ₱5.2t | ₱231.7b | 9.1x | 12.4x | 0.6x |
| Mon, 01 Jan 2024 | ₱2.8t | ₱5.2t | ₱231.7b | 8.8x | 11.9x | 0.5x |
| Wed, 29 Nov 2023 | ₱2.7t | ₱5.2t | ₱231.7b | 8.6x | 11.8x | 0.5x |
| Fri, 27 Oct 2023 | ₱2.7t | ₱5.3t | ₱199.2b | 8.5x | 13.3x | 0.5x |
| Sun, 24 Sep 2023 | ₱2.6t | ₱5.3t | ₱199.2b | 8.8x | 13.3x | 0.5x |
| Tue, 22 Aug 2023 | ₱2.7t | ₱5.3t | ₱199.2b | 8.9x | 13.6x | 0.5x |
| Thu, 20 Jul 2023 | ₱2.9t | ₱5.3t | ₱186.2b | 9.4x | 15.6x | 0.5x |
| Sat, 17 Jun 2023 | ₱2.9t | ₱5.3t | ₱186.2b | 10x | 15.8x | 0.6x |
15.8x
Which industries have driven the changes within the Filipino Industrials industry?
| PH Market | -0.19% | |
| Industrials | 1.80% | |
| Industrials | -0.79% | |
| Industrial Conglomerates | -0.79% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| SM SM Investments | ₱590.00 | 1.0% +₱7.3b | -33.0% | PE7.8x | |
| APC APC Group | ₱0.096 | 2.1% +₱15.0m | -36.8% | PS6784.7x |