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Singaporean (SGX) Consumer Discretionary Sector Analysis

UpdatedNov 28, 2021
DataAggregated Company Financials
Companies75
  • 7D-3.5%
  • 3M6.4%
  • 1Y10.4%
  • YTD8.4%

Over the last 7 days, the Consumer Discretionary industry has dropped 2.6%, driven by pullbacks in Genting Singapore and Jardine Cycle & Carriage of 5.4% and 6.0%, respectively. This takes the industry's 12 month performance to a gain of 8.4%.

Sector Valuation and Performance

Has the Singaporean Consumer Discretionary Sector valuation changed over the past few years?

DateMarket CapRevenueEarningsPE
Tue, 30 Nov 2021S$32.8bS$30.2bS$768.7m13.2x
Thu, 28 Oct 2021S$32.7bS$28.4bS$701.9m14.9x
Sat, 25 Sep 2021S$29.9bS$28.4bS$699.9m13x
Mon, 23 Aug 2021S$31.0bS$28.3bS$702.6m12.4x
Sat, 10 Jul 2021S$32.4bS$28.3bS$702.6m13.5x
Fri, 02 Apr 2021S$32.7bS$27.0bS$352.9m12.4x
Mon, 04 Jan 2021S$29.8bS$25.4b-S$36,578,952.0911.9x
Thu, 08 Oct 2020S$26.4bS$28.7bS$328.3m13x
Wed, 01 Jul 2020S$28.2bS$32.0bS$912.5m12.7x
Sat, 04 Apr 2020S$25.9bS$35.3bS$1.5b14.1x
Tue, 07 Jan 2020S$36.6bS$36.8bS$2.4b15.6x
Mon, 30 Sep 2019S$35.5bS$37.9bS$2.3b13.2x
Thu, 04 Jul 2019S$39.1bS$37.9bS$2.2b15.1x
Sun, 07 Apr 2019S$39.6bS$38.0bS$2.1b16.9x
Wed, 09 Jan 2019S$39.6bS$38.1bS$1.9b15.9x
PE Ratio

13.9x

Total Market Cap: S$39.6bTotal Earnings: S$2.7bTotal Revenue: S$37.7b0%0%0%3 Year10 Year
201920202021

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 14.0x. It appears they believe that earnings will grow in-line with historical growth rates.

Past Earnings Growth: The earnings for companies in the Consumer Discretionary industry have declined 34% per year over the last three years, and revenues have also declined 7.1% per year. This means overall sales from these companies are declining and profits are subsequently falling as well.

Industry Trends

Which industries have driven the changes within the Singaporean Consumer Discretionary sector?

Specialty Stores1.60%
Consumer Durables0.90%
Consumer Services-0.52%
General Merchanise and Department Stores-1.34%
Online Retail and Ecommerce-2.04%
Luxury-2.56%
Leisure-3.19%
Hospitality-3.50%
Retail Distributors-5.81%

Industry PE: Investors are most optimistic about the Consumer Durables industry which is trading above its 3-year average PE ratio of 51.6x. It looks like they are confident that earnings will grow faster in the future than they have historically. Meanwhile, investors are most pessimistic about the Leisure industry, which is trading below its 3-year average of 18.1x.

Forecasted Growth: Analysts are most optimistic on the Hospitality industry, expecting annual earnings growth of 29% over the next 5 years. However this is lower than its past earnings growth rate of 94% per year. Meanwhile, the Specialty Stores industry is expected to see its earnings grow by 12% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

Company7D1YValuation
AGS Hour Glass4.3%+S$61.9m178.7%PE12.9x
1D0 Kimly3.8%+S$18.6m38.3%PE13.1x
H18 Hotel Grand Central2.0%+S$14.8m4.0%PE18.4x
Y45 SMI Vantage-7.6%S$8.7m226.9%PS3.2x
42R Jumbo Group3.3%+S$6.4m-4.5%PS2.5x
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Latest News

1D0

S$0.41

Kimly

7D

3.8%

1Y

38.3%

5BI

S$0.002

Polaris

7D

-33.3%

1Y

-50.0%

Y45

S$0.085

SMI Vantage

7D

-7.6%

1Y

226.9%