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Polish (WIG) Chemicals Industry Analysis
UpdatedDec 02, 2021
DataAggregated Company Financials
Companies17
- 7D1.2%
- 3M0.3%
- 1Y22.2%
- YTD11.9%
Over the last 7 days, the Chemicals industry has risen 2.1%, driven by gains from Ciech of 7.0%. This takes the industry's 12 month performance to a gain of 23%.
Industry Valuation and Performance
Has the Polish Chemicals Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE |
|---|---|---|---|---|
| Sat, 04 Dec 2021 | zł13.4b | zł27.9b | zł1.3b | 12.4x |
| Mon, 01 Nov 2021 | zł12.5b | zł26.7b | zł1.3b | 11.6x |
| Wed, 29 Sep 2021 | zł12.3b | zł26.7b | zł1.3b | 11.6x |
| Fri, 27 Aug 2021 | zł13.0b | zł26.5b | zł1.3b | 12.3x |
| Sat, 03 Jul 2021 | zł13.6b | zł26.5b | zł1.3b | 12.9x |
| Tue, 06 Apr 2021 | zł12.5b | zł24.8b | zł1.1b | 13.6x |
| Fri, 08 Jan 2021 | zł11.3b | zł24.1b | zł1.1b | 13.1x |
| Thu, 01 Oct 2020 | zł10.4b | zł23.7b | zł766.2m | 15.1x |
| Sun, 05 Jul 2020 | zł11.2b | zł24.0b | zł753.4m | 13.4x |
| Wed, 08 Apr 2020 | zł8.5b | zł24.9b | zł716.7m | 11.8x |
| Tue, 31 Dec 2019 | zł10.4b | zł25.4b | zł989.7m | 16x |
| Fri, 04 Oct 2019 | zł10.4b | zł25.9b | zł951.4m | 9.5x |
| Mon, 08 Jul 2019 | zł12.8b | zł25.7b | zł701.4m | 11.9x |
| Sun, 31 Mar 2019 | zł13.6b | zł25.5b | zł645.8m | 13x |
| Wed, 02 Jan 2019 | zł11.0b | zł24.3b | zł478.4m | 15.9x |
PE Ratio
15.9x
Current Industry PE: Investors are relatively neutral on the industry at the moment, considering it's trading close to its 3-year average PE ratio of 13.5x. However, future earnings are expected to decline by 16% which could potentially cause the PE ratio to fall below its historical average.
Past Earnings Growth: The earnings for companies in the Chemicals industry have grown 17% per year over the last three years, and revenues for these companies have grown 5.2% per year. This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.
Industry Trends
Which industries have driven the changes within the Polish Chemicals industry?
| Commodity Chemicals | 3.35% | |
| Diversified Chemicals | 0.42% | |
| Specialty Chemicals | 0.20% | |
| Fertilizers and Agricultural Chemicals | -0.012% | |
Industry PE: Investors are most optimistic about the Fertilizers and Agricultural Chemicals industry even though it's trading below its 3-year average PE ratio of 28.2x. However analysts are expecting annual earnings decline of 5.7%, which is lower than the prior year's growth of 16% per year. So the market might believe that analysts are underestimating future growth or they expect the Fertilizers and Agricultural Chemicals industry's earnings to deteriorate the least compared to other industries. Meanwhile, investors are most pessimistic about the Diversified Chemicals industry, which is trading below its 3-year average of 31.8x.
Forecasted Growth: Despite it being negative, analysts are least pessimistic on the Fertilizers and Agricultural Chemicals industry since they expect its earnings to decline by only 5.7% per year over the next 5 years, which isn't as bad as the other industries. However, this is a reversal from its past annual earnings growth rate of 16% per year. Meanwhile, the Specialty Chemicals industry is expected to see its earnings decline by 33% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | 7D | 1Y | Valuation | |
|---|---|---|---|---|
| ATT Grupa Azoty | 6.0%+zł200.4m | 41.1% | PE10.2x | |
| PCR PCC Rokita | 3.4%+zł59.6m | 87.4% | PE6.2x | |
| CIE Ciech | 1.1%+zł23.7m | 42.7% | PE10.1x | |
| PCX PCC Exol | 2.6%+zł12.5m | -14.0% | PE11.1x | |
| ZAP Zaklady Azotowe Pulawy | 0.5%+zł7.6m | -5.3% | PE14.9x |
