Pakistani (KSE) Luxury Industry Analysis
UpdatedJul 26, 2024
DataAggregated Company Financials
Companies97
- 7D-2.2%
- 3M0.6%
- 1Y38.3%
- YTD-0.2%
Over the last 7 days, the Luxury industry has dropped 2.2%, driven by Interloop declining 3.8%. On the other hand Chakwal Spinning Mills is actually up 20%. In the past year, the industry has gained 38%. As for the next few years, earnings are expected to grow by 23% per annum.
Industry Valuation and Performance
Has the Pakistani Luxury Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 26 Jul 2024 | PK₨598.0b | PK₨2.4t | PK₨68.3b | 5.7x | 8.8x | 0.2x |
| Sun, 23 Jun 2024 | PK₨614.7b | PK₨2.4t | PK₨70.9b | 5.3x | 8.7x | 0.3x |
| Tue, 21 May 2024 | PK₨606.0b | PK₨2.3t | PK₨74.3b | 5.3x | 8.2x | 0.3x |
| Thu, 18 Apr 2024 | PK₨567.4b | PK₨2.2t | PK₨96.0b | 5x | 5.9x | 0.3x |
| Sat, 16 Mar 2024 | PK₨579.7b | PK₨2.2t | PK₨89.9b | 5.4x | 6.4x | 0.3x |
| Mon, 12 Feb 2024 | PK₨591.7b | PK₨2.2t | PK₨85.7b | 4.7x | 6.9x | 0.3x |
| Wed, 10 Jan 2024 | PK₨587.9b | PK₨2.2t | PK₨83.3b | 4.9x | 7.1x | 0.3x |
| Fri, 08 Dec 2023 | PK₨562.8b | PK₨2.1t | PK₨84.7b | 4x | 6.6x | 0.3x |
| Sun, 05 Nov 2023 | PK₨481.9b | PK₨2.1t | PK₨89.0b | 3.8x | 5.4x | 0.2x |
| Tue, 03 Oct 2023 | PK₨437.5b | PK₨2.0t | PK₨103.1b | 3.1x | 4.2x | 0.2x |
| Thu, 31 Aug 2023 | PK₨427.5b | PK₨2.0t | PK₨104.0b | 2.8x | 4.1x | 0.2x |
| Sat, 29 Jul 2023 | PK₨424.5b | PK₨2.0t | PK₨106.3b | 3.1x | 4x | 0.2x |
| Mon, 26 Jun 2023 | PK₨410.8b | PK₨2.0t | PK₨105.5b | 2.8x | 3.9x | 0.2x |
| Wed, 24 May 2023 | PK₨399.4b | PK₨1.9t | PK₨120.8b | 2.9x | 3.3x | 0.2x |
| Fri, 21 Apr 2023 | PK₨376.8b | PK₨1.9t | PK₨117.2b | 2.8x | 3.2x | 0.2x |
| Sun, 19 Mar 2023 | PK₨384.8b | PK₨1.9t | PK₨124.7b | 2.9x | 3.1x | 0.2x |
| Tue, 14 Feb 2023 | PK₨391.0b | PK₨1.9t | PK₨154.3b | 2.4x | 2.5x | 0.2x |
| Thu, 12 Jan 2023 | PK₨405.5b | PK₨1.9t | PK₨155.0b | 2.3x | 2.6x | 0.2x |
| Sat, 10 Dec 2022 | PK₨412.1b | PK₨1.9t | PK₨157.5b | 2.2x | 2.6x | 0.2x |
| Mon, 07 Nov 2022 | PK₨429.7b | PK₨1.8t | PK₨156.5b | 2.2x | 2.7x | 0.2x |
| Wed, 05 Oct 2022 | PK₨440.3b | PK₨1.7t | PK₨167.4b | 1.9x | 2.6x | 0.3x |
| Fri, 02 Sep 2022 | PK₨451.5b | PK₨1.5t | PK₨162.3b | 1.8x | 2.8x | 0.3x |
| Sun, 31 Jul 2022 | PK₨424.9b | PK₨1.5t | PK₨160.8b | 1.9x | 2.6x | 0.3x |
| Tue, 28 Jun 2022 | PK₨432.2b | PK₨1.5t | PK₨160.8b | 1.8x | 2.7x | 0.3x |
| Thu, 26 May 2022 | PK₨441.2b | PK₨1.5t | PK₨159.2b | 1.9x | 2.8x | 0.3x |
| Sat, 23 Apr 2022 | PK₨468.7b | PK₨1.8t | PK₨159.9b | 2.1x | 2.9x | 0.3x |
| Mon, 21 Mar 2022 | PK₨454.8b | PK₨1.5t | PK₨152.2b | 2.3x | 3x | 0.3x |
| Wed, 16 Feb 2022 | PK₨487.4b | PK₨1.4t | PK₨137.7b | 2.8x | 3.5x | 0.4x |
| Fri, 14 Jan 2022 | PK₨466.8b | PK₨1.4t | PK₨137.7b | 2.7x | 3.4x | 0.3x |
| Sun, 12 Dec 2021 | PK₨438.4b | PK₨1.4t | PK₨135.6b | 2.7x | 3.2x | 0.3x |
| Tue, 09 Nov 2021 | PK₨486.4b | PK₨1.3t | PK₨122.7b | 3x | 4x | 0.4x |
| Thu, 07 Oct 2021 | PK₨445.7b | PK₨1.2t | PK₨89.5b | 4x | 5x | 0.4x |
| Sat, 04 Sep 2021 | PK₨486.6b | PK₨1.1t | PK₨67.6b | 6.3x | 7.2x | 0.5x |
| Mon, 02 Aug 2021 | PK₨488.6b | PK₨1.1t | PK₨67.6b | 6.1x | 7.2x | 0.5x |
Price to Earnings Ratio
7.2x
Current Industry PE
- Investors are optimistic on the Pakistani Luxury industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 8.8x which is higher than its 3-year average PE of 4.4x.
- The industry is trading close to its 3-year average PS ratio of 0.27x.
Past Earnings Growth
- The earnings for companies in the Luxury industry have remained mostly flat over the last three years.
- Meanwhile revenues for these companies have grown 31% per year.
- This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased and as a result, profits have held steady.
Industry Trends
Which industries have driven the changes within the Pakistani Consumer Discretionary industry?
| PK Market | -3.41% | |
| Consumer Discretionary | -3.27% | |
| Luxury | -2.22% | |
| Textiles | -1.33% | |
| Footwear | -2.67% | |
| Apparel, Accessories and Luxury Goods | -5.27% | |
Industry PE
- Investors are most optimistic about the Footwear industry even though it's trading below its 3-year average PE ratio of 24.0x.
- It looks like they are confident that earnings will grow faster in the future than they have historically.
- Investors are most pessimistic about the Apparel, Accessories and Luxury Goods industry, which is trading below its 3-year average of 6.4x.
Forecasted Growth
- Analysts are most optimistic on the Textiles industry, expecting annual earnings growth of 27% over the next 5 years.
- This is better than its past earnings decline of 41% per year.
- In contrast, the Apparel, Accessories and Luxury Goods industry is expected to see its earnings grow by 22% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| CWSM Chakwal Spinning Mills | PK₨45.74 | 34.8% +PK₨1.4b | 3,313.4% | PB5.7x | |
| RCML Reliance Cotton Spinning Mills | PK₨693.00 | 10.0% +PK₨648.4m | 44.4% | PE8.4x | |
| FML Feroze1888 Mills | PK₨78.98 | 1.3% +PK₨391.4m | 10.5% | PE18x | |
| SAPT Sapphire Textile Mills | PK₨1.37k | 0.9% +PK₨277.6m | 21.8% | PE2.2x | |
| SHCM Shadman Cotton Mills | PK₨56.88 | 29.6% +PK₨229.3m | n/a | n/a |