Duty Free International Limited (SGX:5SO) Stock Rockets 27% As Investors Are Less Pessimistic Than Expected
Oct 10
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Singaporean (SGX) Consumer Discretionary Sector Analysis
UpdatedOct 13, 2024
DataAggregated Company Financials
Companies69
- 7D-0.6%
- 3M0.8%
- 1Y1.9%
- YTD-6.2%
The Consumer Discretionary is pretty flat in the last 7 days, but Amara Holdings has stood out, gaining 4.3%. In line with that, the industry has also been flat over the past 12 months. Looking forward, earnings are forecast to grow by 6.1% annually.
Sector Valuation and Performance
Has the Singaporean Consumer Discretionary Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 13 Oct 2024 | S$22.7b | S$13.8b | S$1.4b | 11.1x | 16.5x | 1.6x |
| Tue, 10 Sep 2024 | S$22.0b | S$13.8b | S$1.4b | 11.3x | 15.8x | 1.6x |
| Thu, 08 Aug 2024 | S$21.9b | S$13.4b | S$1.3b | 11.4x | 17x | 1.6x |
| Sat, 06 Jul 2024 | S$22.5b | S$13.4b | S$1.3b | 12.4x | 17.6x | 1.7x |
| Mon, 03 Jun 2024 | S$23.4b | S$12.9b | S$1.3b | 11.7x | 17.9x | 1.8x |
| Wed, 01 May 2024 | S$23.3b | S$12.8b | S$1.5b | 10.8x | 15.6x | 1.8x |
| Fri, 29 Mar 2024 | S$22.6b | S$12.8b | S$1.5b | 10.7x | 15.2x | 1.8x |
| Sun, 25 Feb 2024 | S$23.2b | S$12.8b | S$1.3b | 11.6x | 18.2x | 1.8x |
| Tue, 23 Jan 2024 | S$24.1b | S$12.7b | S$1.2b | 12x | 20.7x | 1.9x |
| Thu, 21 Dec 2023 | S$24.1b | S$12.7b | S$1.2b | 12.6x | 20.4x | 1.9x |
| Sat, 18 Nov 2023 | S$23.8b | S$12.6b | S$1.2b | 11.8x | 20.3x | 1.9x |
| Mon, 16 Oct 2023 | S$22.7b | S$12.4b | S$1.2b | 12.5x | 19.6x | 1.8x |
| Wed, 13 Sep 2023 | S$23.6b | S$12.4b | S$1.2b | 13.1x | 20.4x | 1.9x |
| Fri, 11 Aug 2023 | S$24.3b | S$11.8b | S$974.0m | 12x | 25x | 2.1x |
| Sun, 09 Jul 2023 | S$24.5b | S$11.8b | S$1.0b | 11.2x | 23.7x | 2.1x |
| Tue, 06 Jun 2023 | S$24.8b | S$11.8b | S$1.0b | 11.3x | 24.2x | 2.1x |
| Thu, 04 May 2023 | S$26.3b | S$11.7b | S$849.4m | 11.2x | 31x | 2.3x |
| Sat, 01 Apr 2023 | S$26.7b | S$11.6b | S$849.5m | 11.7x | 31.4x | 2.3x |
| Mon, 27 Feb 2023 | S$25.8b | S$11.4b | S$828.5m | 12.4x | 31.1x | 2.3x |
| Wed, 25 Jan 2023 | S$25.4b | S$10.6b | S$665.2m | 11.2x | 38.2x | 2.4x |
| Fri, 23 Dec 2022 | S$24.5b | S$10.6b | S$665.0m | 10x | 36.9x | 2.3x |
| Sun, 20 Nov 2022 | S$23.2b | S$10.5b | S$653.4m | 11.6x | 35.6x | 2.2x |
| Tue, 18 Oct 2022 | S$22.2b | S$10.3b | S$657.8m | 11.7x | 33.7x | 2.2x |
| Thu, 15 Sep 2022 | S$23.2b | S$10.3b | S$679.7m | 12.1x | 34.2x | 2.3x |
| Sat, 13 Aug 2022 | S$23.5b | S$10.1b | S$655.7m | 12.8x | 35.9x | 2.3x |
| Mon, 11 Jul 2022 | S$22.5b | S$9.8b | S$459.6m | 12.8x | 48.9x | 2.3x |
| Wed, 08 Jun 2022 | S$23.6b | S$9.7b | S$568.7m | 12.9x | 41.5x | 2.4x |
| Fri, 06 May 2022 | S$24.0b | S$9.5b | S$491.5m | 14.2x | 48.9x | 2.5x |
| Sun, 03 Apr 2022 | S$24.4b | S$9.8b | S$500.7m | 13.3x | 48.7x | 2.5x |
| Tue, 01 Mar 2022 | S$23.7b | S$9.8b | S$206.1m | 13.5x | 114.9x | 2.4x |
| Thu, 27 Jan 2022 | S$23.1b | S$9.6b | S$144.4m | 12.7x | 160x | 2.4x |
| Sat, 25 Dec 2021 | S$23.5b | S$9.7b | S$143.6m | 12.6x | 163.5x | 2.4x |
| Mon, 22 Nov 2021 | S$33.8b | S$30.0b | S$751.7m | 13.8x | 44.9x | 1.1x |
| Wed, 20 Oct 2021 | S$32.8b | S$28.4b | S$699.8m | 14.5x | 46.8x | 1.2x |
Price to Earnings Ratio
46.8x
Current Industry PE
- Investors are pessimistic on the Singaporean Consumer Discretionary industry, indicating that they anticipate long term growth rates will be lower than they have historically.
- The industry is trading at a PE ratio of 16.5x which is lower than its 3-year average PE of 46.3x.
- The 3-year average PS ratio of 2.1x is higher than the industry's current PS ratio of 1.6x.
Past Earnings Growth
- The earnings for companies in the Consumer Discretionary industry have grown 25% per year over the last three years.
- Meanwhile revenues for these companies have declined 21% per year.
- This means that less sales are being generated overall, but since cost of doing business is lower, profits have been increasing.
Industry Trends
Which industries have driven the changes within the Singaporean Consumer Discretionary sector?
| SG Market | -0.62% | |
| Consumer Discretionary | -0.65% | |
| Leisure | 2.39% | |
| Specialty Stores | 1.30% | |
| General Merchandise and Department Stores | 1.02% | |
| Retail Distributors | 0.41% | |
| Auto Components | 0% | |
| Auto | 0% | |
| Online Retail and Ecommerce | 0% | |
| Consumer Services | -0.14% | |
| Hospitality | -0.94% | |
| Consumer Durables | -1.01% | |
| Luxury | -7.56% | |
Industry PE
- Investors are most optimistic about the Hospitality industry even though it's trading below its 3-year average PE ratio of 86.9x.
- Analysts expect its future annual earnings growth (6.1%) to be largely in line with prior year's earnings growth.
Forecasted Growth
- Analysts are most optimistic on the Hospitality industry, expecting annual earnings growth of 6.1% over the next 5 years.
- This is roughly in line with its past earnings growth rate.
- In contrast, the Hospitality industry is expected to see its earnings grow by 6.1% 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 | |
|---|---|---|---|---|---|
| A34 Amara Holdings | S$0.61 | 4.3% +S$14.4m | 41.9% | PE98.2x | |
| 5SO Duty Free International | S$0.079 | 11.3% +S$9.6m | -41.0% | PE51x | |
| 5G1 EuroSports Global | S$0.21 | 19.4% +S$8.6m | 19.4% | PS2.1x | |
| M01 Metro Holdings | S$0.48 | 2.1% +S$8.3m | -4.0% | PE27.6x | |
| H07 Stamford Land | S$0.38 | 1.4% +S$7.4m | 1.4% | PE93.5x |
