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Singaporean (SGX) Consumer Discretionary Sector Analysis

UpdatedNov 29, 2022
DataAggregated Company Financials
Companies70
  • 7D0.1%
  • 3M-1.1%
  • 1Y-3.7%
  • YTD-2.1%

Last week, the Consumer Discretionary industry hasn't moved much but Straco is up 5.2% in that time. As for the longer term, the industry has declined 4.4% in the last year. As for the next few years, earnings are expected to grow by 20% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 29 Nov 2022S$23.3bS$10.6bS$651.4m11.6x35.8x2.2x
Thu, 27 Oct 2022S$22.1bS$10.3bS$656.7m11.5x33.7x2.2x
Sat, 24 Sep 2022S$23.1bS$10.3bS$679.3m12.1x34x2.2x
Mon, 22 Aug 2022S$23.3bS$10.3bS$647.4m13.1x36.1x2.3x
Wed, 20 Jul 2022S$23.3bS$9.8bS$459.8m12.2x50.7x2.4x
Fri, 17 Jun 2022S$22.8bS$9.8bS$564.4m12.9x40.4x2.3x
Sun, 15 May 2022S$23.4bS$9.5bS$495.1m13.3x47.2x2.5x
Tue, 12 Apr 2022S$24.4bS$9.8bS$500.8m13.7x48.7x2.5x
Thu, 10 Mar 2022S$23.2bS$9.8bS$498.9m13.1x46.5x2.4x
Sat, 05 Feb 2022S$23.0bS$9.6bS$144.3m12.6x159.2x2.4x
Mon, 03 Jan 2022S$23.8bS$9.7bS$143.5m12.6x165.6x2.5x
Wed, 01 Dec 2021S$32.1bS$30.2bS$771.0m13x41.7x1.1x
Fri, 29 Oct 2021S$32.6bS$28.3bS$699.9m14.8x46.6x1.2x
Sun, 26 Sep 2021S$30.0bS$28.5bS$703.3m13x42.6x1.1x
Tue, 24 Aug 2021S$30.9bS$28.3bS$702.6m12.4x44x1.1x
Wed, 30 Jun 2021S$32.4bS$28.3bS$702.6m13.5x46x1.1x
Sat, 03 Apr 2021S$32.7bS$27.0bS$352.9m12.4x92.8x1.2x
Tue, 05 Jan 2021S$29.8bS$25.4b-S$36,578,952.0911.9x-813.6x1.2x
Fri, 09 Oct 2020S$26.4bS$28.7bS$328.3m13x80.4x0.9x
Thu, 02 Jul 2020S$28.2bS$32.0bS$912.5m12.7x30.9x0.9x
Sun, 05 Apr 2020S$25.9bS$35.3bS$1.5b14.1x16.9x0.7x
Wed, 08 Jan 2020S$36.6bS$36.8bS$2.4b15.6x15.3x1x
Price to Earnings Ratio

16.2x


Total Market Cap: S$36.7bTotal Earnings: S$2.3bTotal Revenue: S$37.9bTotal Market Cap vs Earnings and Revenue0%0%0%
Singaporean Consumer Discretionary Sector Price to Earnings3Y Average -14x202020212022
Current Industry PE
  • Investors are optimistic on the Singaporean Consumer Discretionary industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 35.8x which is higher than its 3-year average PE of -14.0x.
  • The 3-year average PS ratio of 1.5x is lower than the industry's current PS ratio of 2.2x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have declined 34% per year over the last three years,
  • Revenues have also declined 35% 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?

SG Market-0.23%
Consumer Discretionary0.10%
Retail Distributors1.50%
Hospitality0.25%
Consumer Services0.14%
Auto Components0%
Auto0%
Leisure0%
Luxury0%
General Merchanise and Department Stores-0.53%
Specialty Stores-0.69%
Consumer Durables-2.91%
Online Retail and Ecommerce-12.00%
Industry PE
  • Investors are most optimistic about the Hospitality industry which is trading above its 3-year average PE ratio of 54.8x.
    • Analysts are expecting annual earnings growth of 22.3%, which is higher than its past year's earnings decline of 13.1% per year.
Forecasted Growth
  • Analysts are most optimistic on the Hospitality industry, expecting annual earnings growth of 22% over the next 5 years.
  • This is better than its past earnings decline of 13% per year.
  • In contrast, the Consumer Durables industry is expected to see its earnings decline by 5.1% per year over the next few years.

Top Stock Gainers and Losers

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

CompanyLast Price7D1YValuation
S85 StracoS$0.415.2%
+S$17.1m
-13.8%PS11.9x
5BI PolarisS$0.00350.0%
+S$17.1m
50.0%PS0.7x
H15 Hotel PropertiesS$3.430.9%
+S$15.6m
3.0%PE710.1x
1D0 KimlyS$0.362.9%
+S$12.4m
-13.3%PE13.2x
H07 Stamford LandS$0.371.4%
+S$7.5m
-23.7%PS3.6x
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2.9%

1Y

-13.3%

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S$0.22

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4.8%

1Y

-12.0%

L38

S$0.075

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1.6%

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7D

50.0%

1Y

50.0%