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Singaporean (SGX) Consumer Discretionary Sector Analysis
UpdatedNov 21, 2024
DataAggregated Company Financials
Companies69
- 7D0.4%
- 3M-0.8%
- 1Y-8.2%
- YTD-12.1%
The Consumer Discretionary industry has stayed flat over the last week. As for the longer term, the industry has declined 8.2% in the last year. Looking forward, earnings are forecast to grow by 5.8% 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 |
|---|---|---|---|---|---|---|
| Thu, 21 Nov 2024 | S$21.2b | S$13.7b | S$1.4b | 10.8x | 15.4x | 1.5x |
| Sat, 19 Oct 2024 | S$22.2b | S$13.6b | S$1.4b | 11.5x | 16.2x | 1.6x |
| Mon, 16 Sep 2024 | S$22.2b | S$13.8b | S$1.4b | 11.4x | 16x | 1.6x |
| Wed, 14 Aug 2024 | S$21.9b | S$13.4b | S$1.3b | 11.4x | 16.8x | 1.6x |
| Fri, 12 Jul 2024 | S$22.8b | S$13.4b | S$1.3b | 12.1x | 17.9x | 1.7x |
| Sun, 09 Jun 2024 | S$23.3b | S$12.8b | S$1.3b | 12.6x | 17.9x | 1.8x |
| Tue, 07 May 2024 | S$23.0b | S$12.8b | S$1.5b | 10.6x | 15.4x | 1.8x |
| Thu, 04 Apr 2024 | S$23.0b | S$12.8b | S$1.5b | 11.1x | 15.4x | 1.8x |
| Sat, 02 Mar 2024 | S$22.7b | S$12.8b | S$1.8b | 11.2x | 12.8x | 1.8x |
| Mon, 29 Jan 2024 | S$24.4b | S$12.7b | S$1.2b | 12.3x | 20.9x | 1.9x |
| Wed, 27 Dec 2023 | S$24.2b | S$12.7b | S$1.2b | 12.6x | 20.5x | 1.9x |
| Fri, 24 Nov 2023 | S$23.7b | S$12.6b | S$1.2b | 11.6x | 20.2x | 1.9x |
| Sun, 22 Oct 2023 | S$22.4b | S$12.4b | S$1.2b | 11.6x | 19.4x | 1.8x |
| Tue, 19 Sep 2023 | S$23.4b | S$12.4b | S$1.2b | 11.8x | 20.2x | 1.9x |
| Thu, 17 Aug 2023 | S$24.3b | S$12.4b | S$1.2b | 11.8x | 20.6x | 2x |
| Sat, 15 Jul 2023 | S$24.8b | S$11.7b | S$1.0b | 12.5x | 24x | 2.1x |
| Mon, 12 Jun 2023 | S$24.4b | S$11.8b | S$1.0b | 10.9x | 23.5x | 2.1x |
| Wed, 10 May 2023 | S$26.5b | S$11.6b | S$849.3m | 11.2x | 31.2x | 2.3x |
| Fri, 07 Apr 2023 | S$27.4b | S$11.6b | S$845.3m | 11.7x | 32.5x | 2.4x |
| Sun, 05 Mar 2023 | S$26.1b | S$11.7b | S$835.1m | 12x | 31.2x | 2.2x |
| Tue, 31 Jan 2023 | S$25.2b | S$10.6b | S$665.2m | 10.5x | 37.8x | 2.4x |
| Thu, 29 Dec 2022 | S$24.7b | S$10.6b | S$664.9m | 10.1x | 37.1x | 2.3x |
| Sat, 26 Nov 2022 | S$23.3b | S$10.5b | S$653.5m | 11.4x | 35.7x | 2.2x |
| Mon, 24 Oct 2022 | S$22.0b | S$10.3b | S$657.0m | 11.8x | 33.5x | 2.1x |
| Wed, 21 Sep 2022 | S$23.4b | S$10.3b | S$679.3m | 12x | 34.4x | 2.3x |
| Fri, 19 Aug 2022 | S$23.3b | S$10.3b | S$647.4m | 13.1x | 36x | 2.3x |
| Sun, 17 Jul 2022 | S$23.3b | S$9.8b | S$459.8m | 12.2x | 50.7x | 2.4x |
| Tue, 14 Jun 2022 | S$23.2b | S$9.8b | S$564.3m | 13.1x | 41.1x | 2.4x |
| Thu, 12 May 2022 | S$23.4b | S$9.5b | S$495.3m | 13.5x | 47.3x | 2.5x |
| Sat, 09 Apr 2022 | S$24.5b | S$9.8b | S$500.8m | 13.8x | 48.9x | 2.5x |
| Mon, 07 Mar 2022 | S$23.6b | S$9.6b | S$498.8m | 13.5x | 47.3x | 2.4x |
| Wed, 02 Feb 2022 | S$22.8b | S$9.6b | S$144.4m | 12.4x | 158.1x | 2.4x |
| Fri, 31 Dec 2021 | S$23.7b | S$9.7b | S$143.5m | 12.6x | 165.1x | 2.5x |
| Sun, 28 Nov 2021 | S$32.8b | S$30.2b | S$768.7m | 13.2x | 42.7x | 1.1x |
Price to Earnings Ratio
42.7x
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 15.4x which is lower than its 3-year average PE of 45.2x.
- The 3-year average PS ratio of 2.1x is higher than the industry's current PS ratio of 1.5x.
Past Earnings Growth
- The earnings for companies in the Consumer Discretionary industry have grown 21% per year over the last three years.
- Meanwhile revenues for these companies have declined 23% 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 | 0.51% | |
| Consumer Discretionary | 0.43% | |
| Luxury | 1.22% | |
| Hospitality | 0.64% | |
| Leisure | 0.21% | |
| Specialty Stores | 0.10% | |
| Auto Components | 0% | |
| Auto | 0% | |
| Online Retail and Ecommerce | 0% | |
| Consumer Durables | -1.47% | |
| Retail Distributors | -1.82% | |
| General Merchandise and Department Stores | -2.15% | |
| Consumer Services | -2.96% | |
Industry PE
- Investors are most optimistic about the Luxury industry which is trading above its 3-year average PE ratio of 1.1x.
- It looks like they are confident that earnings will grow faster in the future than they have historically.
Forecasted Growth
- Analysts are most optimistic on the Hospitality industry, expecting annual earnings growth of 5.8% over the next 5 years.
- However this is lower than its past earnings growth rate of 26% per year.
- In contrast, the Hospitality industry is expected to see its earnings grow by 5.8% 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 | |
|---|---|---|---|---|---|
| M04 Mandarin Oriental International | US$1.75 | 2.9% +US$63.2m | 10.1% | PS4x | |
| C41 Cortina Holdings | S$2.94 | 4.6% +S$21.5m | -13.5% | PE8.4x | |
| H18 Hotel Grand Central | S$0.70 | 1.4% +S$7.4m | -11.3% | PE58.2x | |
| 5WJ MoneyMax Financial Services | S$0.32 | 5.0% +S$6.6m | 34.0% | PE4.7x | |
| AGS Hour Glass | S$1.53 | 0.7% +S$6.5m | -7.3% | PE7x |
