Returns On Capital Are Showing Encouraging Signs At Raffles Education (SGX:NR7)
Nov 26
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Singaporean (SGX) Consumer Discretionary Sector Analysis
UpdatedNov 24, 2025
DataAggregated Company Financials
Companies68
- 7D1.2%
- 3M11.9%
- 1Y22.8%
- YTD22.6%
In the last week, the Consumer Discretionary industry is up 1.2%, with Genting Singapore up 3.4%. Meanwhile, Raffles Education actually underperformed within the industry, shrinking 8.3% in the last week. This takes the industry's 12 month performance to a gain of 23%. Earnings are forecast to grow by 9.5% 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 |
|---|---|---|---|---|---|---|
| Sat, 29 Nov 2025 | S$24.8b | S$13.8b | S$835.4m | 14.9x | 29.7x | 1.8x |
| Mon, 27 Oct 2025 | S$24.9b | S$13.7b | S$845.5m | 13x | 29.4x | 1.8x |
| Wed, 24 Sep 2025 | S$23.4b | S$13.7b | S$852.0m | 12.7x | 27.5x | 1.7x |
| Fri, 22 Aug 2025 | S$22.9b | S$13.7b | S$829.1m | 11.3x | 27.7x | 1.7x |
| Sun, 20 Jul 2025 | S$22.5b | S$13.9b | S$820.9m | 12.1x | 27.4x | 1.6x |
| Tue, 17 Jun 2025 | S$21.1b | S$13.9b | S$830.3m | 11.3x | 25.5x | 1.5x |
| Thu, 15 May 2025 | S$21.0b | S$14.0b | S$1.1b | 11.9x | 19.5x | 1.5x |
| Sat, 12 Apr 2025 | S$19.6b | S$13.7b | S$1.1b | 11x | 18.5x | 1.4x |
| Mon, 10 Mar 2025 | S$20.3b | S$13.7b | S$1.1b | 11.7x | 19.4x | 1.5x |
| Wed, 05 Feb 2025 | S$20.8b | S$13.7b | S$1.4b | 11.2x | 15x | 1.5x |
| Fri, 03 Jan 2025 | S$21.0b | S$13.7b | S$1.4b | 11.6x | 15.3x | 1.5x |
| Sun, 01 Dec 2024 | S$21.0b | S$13.7b | S$1.4b | 11x | 15.2x | 1.5x |
| Tue, 29 Oct 2024 | S$22.0b | S$13.6b | S$1.4b | 11.1x | 16.1x | 1.6x |
| Thu, 26 Sep 2024 | S$22.5b | S$13.8b | S$1.4b | 10.9x | 16.2x | 1.6x |
| Sat, 24 Aug 2024 | S$22.1b | S$13.8b | S$1.4b | 12.4x | 15.7x | 1.6x |
| Mon, 22 Jul 2024 | S$22.8b | S$13.4b | S$1.3b | 12.1x | 17.9x | 1.7x |
| Wed, 19 Jun 2024 | S$23.0b | S$12.8b | S$1.3b | 12.6x | 17.8x | 1.8x |
| Fri, 17 May 2024 | S$23.3b | S$12.8b | S$1.5b | 11.2x | 15.6x | 1.8x |
| Sun, 14 Apr 2024 | S$23.2b | S$12.8b | S$1.5b | 10.6x | 15.6x | 1.8x |
| Tue, 12 Mar 2024 | S$22.8b | S$12.8b | S$1.5b | 10.8x | 15.2x | 1.8x |
| Thu, 08 Feb 2024 | S$24.1b | S$12.3b | S$1.2b | 11.7x | 20.7x | 2x |
| Sat, 06 Jan 2024 | S$24.4b | S$12.7b | S$1.2b | 12.2x | 20.7x | 1.9x |
| Mon, 04 Dec 2023 | S$23.5b | S$12.7b | S$1.2b | 11.9x | 20x | 1.9x |
| Wed, 01 Nov 2023 | S$22.6b | S$12.4b | S$1.2b | 11.6x | 19.5x | 1.8x |
| Fri, 29 Sep 2023 | S$23.1b | S$12.4b | S$1.2b | 12.7x | 20x | 1.9x |
| Sun, 27 Aug 2023 | S$24.0b | S$12.4b | S$1.2b | 13x | 20.9x | 1.9x |
| Tue, 25 Jul 2023 | S$24.5b | S$11.7b | S$1.0b | 11.9x | 23.7x | 2.1x |
| Thu, 22 Jun 2023 | S$24.8b | S$11.8b | S$1.0b | 11.2x | 24x | 2.1x |
| Sat, 20 May 2023 | S$25.5b | S$11.7b | S$862.5m | 11.3x | 29.6x | 2.2x |
| Mon, 17 Apr 2023 | S$27.5b | S$11.7b | S$848.1m | 11.1x | 32.4x | 2.4x |
| Wed, 15 Mar 2023 | S$25.6b | S$11.6b | S$842.2m | 12.3x | 30.5x | 2.2x |
| Fri, 10 Feb 2023 | S$25.6b | S$10.7b | S$672.1m | 10.6x | 38.1x | 2.4x |
| Sun, 08 Jan 2023 | S$25.1b | S$10.6b | S$663.8m | 10.4x | 37.8x | 2.4x |
| Tue, 06 Dec 2022 | S$23.6b | S$10.6b | S$651.6m | 11.7x | 36.3x | 2.2x |
Price to Earnings Ratio
36.3x
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 29.7x which is higher than its 3-year average PE of 22.6x.
- The industry is trading close to its 3-year average PS ratio of 1.8x.
Past Earnings Growth
- The earnings for companies in the Consumer Discretionary industry have grown 8.6% per year over the last three years.
- Revenues for these companies have grown 9.4% 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 | 1.06% | |
| Consumer Discretionary | 1.24% | |
| Consumer Durables | 8.94% | |
| Hospitality | 1.54% | |
| Specialty Stores | 0.51% | |
| Auto Components | 0% | 0 |
| Leisure | 0% | 0 |
| Online Retail and Ecommerce | 0% | 0 |
| General Merchandise and Department Stores | -0.47% | |
| Luxury | -0.69% | |
| Retail Distributors | -1.35% | |
| Consumer Services | -4.98% | |
Industry PE
- Investors are most optimistic about the Hospitality industry which is trading above its 3-year average PE ratio of 33.8x.
- Analysts are expecting annual earnings growth of 11.6%, which is higher than its past year's earnings decline of 7.7% per year.
Forecasted Growth
- Analysts are most optimistic on the Hospitality industry, expecting annual earnings growth of 12% over the next 5 years.
- This is better than its past earnings decline of 7.7% per year.
- In contrast, the Retail Distributors industry is expected to see its earnings decline by 87% 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$0.76 | 3.4% +S$302.1m | -0.7% | PE20.1x | |
| AGS Hour Glass | S$2.25 | 1.4% +S$19.2m | 47.1% | PE9.7x | |
| M04 Mandarin Oriental International | US$3.30 | 0.3% +US$12.6m | 90.8% | PS8x | |
| H07 Stamford Land | S$0.48 | 2.1% +S$14.8m | 31.1% | PE21.5x | |
| B58 Banyan Tree Holdings | S$0.63 | 1.6% +S$8.7m | 82.6% | PE12.2x |
