Mandarin Oriental International Limited's (SGX:M04) Share Price Matching Investor Opinion
Jan 20
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Singaporean (SGX) Consumer Discretionary Sector Analysis
UpdatedJan 21, 2025
DataAggregated Company Financials
Companies68
- 7D1.1%
- 3M-6.5%
- 1Y-11.7%
- YTD-1.4%
The Consumer Discretionary industry has been flat over the last week, but Straco has lost 4.4%. Unfortunately though, the industry is down 12% over the past 12 months. Looking forward, earnings are forecast to grow by 4.5% 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 |
|---|---|---|---|---|---|---|
| Tue, 21 Jan 2025 | S$20.7b | S$13.7b | S$1.4b | 10.9x | 14.9x | 1.5x |
| Thu, 19 Dec 2024 | S$20.9b | S$13.7b | S$1.4b | 11.8x | 15.2x | 1.5x |
| Sat, 16 Nov 2024 | S$21.2b | S$13.7b | S$1.4b | 10.8x | 15.4x | 1.6x |
| Mon, 14 Oct 2024 | S$22.7b | S$13.8b | S$1.4b | 11.1x | 16.5x | 1.6x |
| Wed, 11 Sep 2024 | S$22.1b | S$13.8b | S$1.4b | 11.3x | 15.9x | 1.6x |
| Fri, 09 Aug 2024 | S$22.1b | S$13.4b | S$1.3b | 11.5x | 17.1x | 1.6x |
| Sun, 07 Jul 2024 | S$22.5b | S$13.4b | S$1.3b | 12.4x | 17.7x | 1.7x |
| Tue, 04 Jun 2024 | S$23.4b | S$12.9b | S$1.3b | 12.4x | 17.8x | 1.8x |
| Thu, 02 May 2024 | S$23.3b | S$12.8b | S$1.5b | 10.8x | 15.6x | 1.8x |
| Sat, 30 Mar 2024 | S$22.6b | S$12.8b | S$1.5b | 10.7x | 15.2x | 1.8x |
| Mon, 26 Feb 2024 | S$23.2b | S$12.8b | S$1.3b | 11.6x | 18.2x | 1.8x |
| Wed, 24 Jan 2024 | S$24.0b | S$12.7b | S$1.2b | 11.8x | 20.5x | 1.9x |
| Fri, 22 Dec 2023 | S$24.1b | S$12.7b | S$1.2b | 12.7x | 20.4x | 1.9x |
| Sun, 19 Nov 2023 | S$23.8b | S$12.6b | S$1.2b | 11.8x | 20.3x | 1.9x |
| Tue, 17 Oct 2023 | S$22.7b | S$12.4b | S$1.2b | 12.5x | 19.6x | 1.8x |
| Thu, 14 Sep 2023 | S$23.3b | S$12.4b | S$1.2b | 13.1x | 20.2x | 1.9x |
| Sat, 12 Aug 2023 | S$24.8b | S$12.4b | S$1.2b | 12x | 21.1x | 2x |
| Mon, 10 Jul 2023 | S$24.5b | S$11.8b | S$1.0b | 11.2x | 23.7x | 2.1x |
| Wed, 07 Jun 2023 | S$24.7b | S$11.8b | S$1.0b | 11.3x | 24.1x | 2.1x |
| Fri, 05 May 2023 | S$26.6b | S$11.6b | S$849.4m | 11.2x | 31.3x | 2.3x |
| Sun, 02 Apr 2023 | S$26.7b | S$11.6b | S$849.6m | 11.7x | 31.4x | 2.3x |
| Tue, 28 Feb 2023 | S$25.6b | S$11.4b | S$828.4m | 12.1x | 30.9x | 2.3x |
| Thu, 26 Jan 2023 | S$25.4b | S$10.6b | S$665.2m | 11.1x | 38.2x | 2.4x |
| Sat, 24 Dec 2022 | S$24.5b | S$10.6b | S$664.9m | 10x | 36.8x | 2.3x |
| Mon, 21 Nov 2022 | S$23.2b | S$10.5b | S$653.4m | 11.6x | 35.6x | 2.2x |
| Wed, 19 Oct 2022 | S$22.2b | S$10.3b | S$657.2m | 11.7x | 33.8x | 2.2x |
| Fri, 16 Sep 2022 | S$23.3b | S$10.3b | S$679.5m | 12.1x | 34.3x | 2.3x |
| Sun, 14 Aug 2022 | S$23.5b | S$10.2b | S$634.0m | 12.4x | 37.1x | 2.3x |
| Tue, 12 Jul 2022 | S$22.5b | S$9.8b | S$459.6m | 12.8x | 48.9x | 2.3x |
| Thu, 09 Jun 2022 | S$23.6b | S$9.7b | S$568.7m | 12.9x | 41.5x | 2.4x |
| Sat, 07 May 2022 | S$23.9b | S$9.5b | S$491.3m | 14.2x | 48.6x | 2.5x |
| Mon, 04 Apr 2022 | S$24.4b | S$9.8b | S$500.7m | 13.3x | 48.7x | 2.5x |
| Wed, 02 Mar 2022 | S$23.7b | S$9.4b | S$199.7m | 13.5x | 118.7x | 2.5x |
| Fri, 28 Jan 2022 | S$22.7b | S$9.6b | S$144.4m | 12.6x | 157x | 2.4x |
Price to Earnings Ratio
157x
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 14.9x which is lower than its 3-year average PE of 38.2x.
- 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 113% per year over the last three years.
- Revenues for these companies have grown 12% 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 Singaporean Consumer Discretionary sector?
| SG Market | 0.67% | |
| Consumer Discretionary | 1.06% | |
| Hospitality | 1.27% | |
| General Merchandise and Department Stores | 0.78% | |
| Specialty Stores | 0.31% | |
| Auto Components | 0% | 0 |
| Auto | 0% | 0 |
| Leisure | 0% | 0 |
| Online Retail and Ecommerce | 0% | 0 |
| Consumer Durables | -0.014% | |
| Consumer Services | -1.24% | |
| Luxury | -2.03% | |
| Retail Distributors | -2.05% | |
Industry PE
- Investors are most optimistic about the Hospitality industry even though it's trading below its 3-year average PE ratio of 93.9x.
- Analysts are expecting annual earnings growth of 4.5%, which is lower than the prior year's growth of 5.8% per year.
Forecasted Growth
- Analysts are most optimistic on the Hospitality industry, expecting annual earnings growth of 4.5% over the next 5 years.
- However this is lower than its past earnings growth rate of 5.8% per year.
- In contrast, the Hospitality industry is expected to see its earnings grow by 4.5% 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 | |
|---|---|---|---|---|---|
| G13 Genting Singapore | S$0.74 | 0.7% +S$60.4m | -24.5% | PE12.9x | |
| M04 Mandarin Oriental International | US$1.74 | 1.2% +US$25.3m | 18.4% | PS4x | |
| 1D0 Kimly | S$0.34 | 3.1% +S$12.4m | 3.1% | PE12.6x | |
| BPF YHI International | S$0.49 | 3.2% +S$4.4m | -1.0% | PE10.8x | |
| M01 Metro Holdings | S$0.45 | 1.1% +S$4.1m | -9.1% | PE38.5x |
