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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?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 13 Oct 2024S$22.7bS$13.8bS$1.4b11.1x16.5x1.6x
Tue, 10 Sep 2024S$22.0bS$13.8bS$1.4b11.3x15.8x1.6x
Thu, 08 Aug 2024S$21.9bS$13.4bS$1.3b11.4x17x1.6x
Sat, 06 Jul 2024S$22.5bS$13.4bS$1.3b12.4x17.6x1.7x
Mon, 03 Jun 2024S$23.4bS$12.9bS$1.3b11.7x17.9x1.8x
Wed, 01 May 2024S$23.3bS$12.8bS$1.5b10.8x15.6x1.8x
Fri, 29 Mar 2024S$22.6bS$12.8bS$1.5b10.7x15.2x1.8x
Sun, 25 Feb 2024S$23.2bS$12.8bS$1.3b11.6x18.2x1.8x
Tue, 23 Jan 2024S$24.1bS$12.7bS$1.2b12x20.7x1.9x
Thu, 21 Dec 2023S$24.1bS$12.7bS$1.2b12.6x20.4x1.9x
Sat, 18 Nov 2023S$23.8bS$12.6bS$1.2b11.8x20.3x1.9x
Mon, 16 Oct 2023S$22.7bS$12.4bS$1.2b12.5x19.6x1.8x
Wed, 13 Sep 2023S$23.6bS$12.4bS$1.2b13.1x20.4x1.9x
Fri, 11 Aug 2023S$24.3bS$11.8bS$974.0m12x25x2.1x
Sun, 09 Jul 2023S$24.5bS$11.8bS$1.0b11.2x23.7x2.1x
Tue, 06 Jun 2023S$24.8bS$11.8bS$1.0b11.3x24.2x2.1x
Thu, 04 May 2023S$26.3bS$11.7bS$849.4m11.2x31x2.3x
Sat, 01 Apr 2023S$26.7bS$11.6bS$849.5m11.7x31.4x2.3x
Mon, 27 Feb 2023S$25.8bS$11.4bS$828.5m12.4x31.1x2.3x
Wed, 25 Jan 2023S$25.4bS$10.6bS$665.2m11.2x38.2x2.4x
Fri, 23 Dec 2022S$24.5bS$10.6bS$665.0m10x36.9x2.3x
Sun, 20 Nov 2022S$23.2bS$10.5bS$653.4m11.6x35.6x2.2x
Tue, 18 Oct 2022S$22.2bS$10.3bS$657.8m11.7x33.7x2.2x
Thu, 15 Sep 2022S$23.2bS$10.3bS$679.7m12.1x34.2x2.3x
Sat, 13 Aug 2022S$23.5bS$10.1bS$655.7m12.8x35.9x2.3x
Mon, 11 Jul 2022S$22.5bS$9.8bS$459.6m12.8x48.9x2.3x
Wed, 08 Jun 2022S$23.6bS$9.7bS$568.7m12.9x41.5x2.4x
Fri, 06 May 2022S$24.0bS$9.5bS$491.5m14.2x48.9x2.5x
Sun, 03 Apr 2022S$24.4bS$9.8bS$500.7m13.3x48.7x2.5x
Tue, 01 Mar 2022S$23.7bS$9.8bS$206.1m13.5x114.9x2.4x
Thu, 27 Jan 2022S$23.1bS$9.6bS$144.4m12.7x160x2.4x
Sat, 25 Dec 2021S$23.5bS$9.7bS$143.6m12.6x163.5x2.4x
Mon, 22 Nov 2021S$33.8bS$30.0bS$751.7m13.8x44.9x1.1x
Wed, 20 Oct 2021S$32.8bS$28.4bS$699.8m14.5x46.8x1.2x
Price to Earnings Ratio

46.8x


Total Market Cap: S$32.8bTotal Earnings: S$699.8mTotal Revenue: S$28.4bTotal Market Cap vs Earnings and Revenue0%0%0%
Singaporean Consumer Discretionary Sector Price to Earnings3Y Average 46.3x202220232024
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%
Leisure2.39%
Specialty Stores1.30%
General Merchandise and Department Stores1.02%
Retail Distributors0.41%
Auto Components0%
Auto0%
Online Retail and Ecommerce0%
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?

CompanyLast Price7D1YValuation
A34 Amara HoldingsS$0.614.3%
+S$14.4m
41.9%PE98.2x
5SO Duty Free InternationalS$0.07911.3%
+S$9.6m
-41.0%PE51x
5G1 EuroSports GlobalS$0.2119.4%
+S$8.6m
19.4%PS2.1x
M01 Metro HoldingsS$0.482.1%
+S$8.3m
-4.0%PE27.6x
H07 Stamford LandS$0.381.4%
+S$7.4m
1.4%PE93.5x
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H07

S$0.38

Stamford Land

7D

1.4%

1Y

1.4%

A34

S$0.61

Amara Holdings

7D

4.3%

1Y

41.9%

533

S$0.41

ABR Holdings

7D

-3.5%

1Y

-7.8%

VI2

S$0.073

Trans-China Automotive Holdings

7D

12.3%

1Y

n/a

B28

S$0.92

Bonvests Holdings

7D

-1.1%

1Y

-9.4%

BCZ

S$0.15

Travelite Holdings

7D

-16.9%

1Y

n/a

M01

S$0.48

Metro Holdings

7D

2.1%

1Y

-4.0%

URR

S$0.95

Sim Leisure Group

7D

-3.1%

1Y

156.8%

BPF

S$0.48

YHI International

7D

-3.0%

1Y

0%

AGS

S$1.60

Hour Glass

7D

0.6%

1Y

-15.8%

G13

S$0.87

Genting Singapore

7D

-1.7%

1Y

3.6%

S85

S$0.47

Straco

7D

-2.1%

1Y

10.5%

5G1

S$0.21

EuroSports Global

7D

19.4%

1Y

19.4%