Shareholders Will Be Pleased With The Quality of Hotel Grand Central's (SGX:H18) Earnings
Apr 21
Singaporean (SGX) Consumer Discretionary Sector Analysis
UpdatedApr 22, 2024
DataAggregated Company Financials
Companies70
- 7D0.1%
- 3M-2.2%
- 1Y-14.2%
- YTD-4.6%
Over the last 7 days, the Consumer Discretionary industry has remained flat, although notably Amara Holdings declined by 4.1%. Unfortunately though, the industry is down 14% over the past 12 months. Looking forward, earnings are forecast to grow by 8.2% 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, 23 Apr 2024 | S$23.3b | S$12.8b | S$1.5b | 11x | 15.6x | 1.8x |
| Thu, 21 Mar 2024 | S$22.3b | S$12.8b | S$1.5b | 10.8x | 15x | 1.7x |
| Sat, 17 Feb 2024 | S$24.5b | S$12.3b | S$1.2b | 11.7x | 21x | 2x |
| Mon, 15 Jan 2024 | S$24.4b | S$12.7b | S$1.2b | 12.3x | 20.9x | 1.9x |
| Wed, 13 Dec 2023 | S$24.4b | S$12.7b | S$1.2b | 12.3x | 20.7x | 1.9x |
| Fri, 10 Nov 2023 | S$22.8b | S$12.4b | S$1.2b | 11.6x | 19.7x | 1.8x |
| Sun, 08 Oct 2023 | S$22.7b | S$12.4b | S$1.2b | 12.7x | 19.6x | 1.8x |
| Tue, 05 Sep 2023 | S$23.9b | S$12.4b | S$1.2b | 13.2x | 20.6x | 1.9x |
| Thu, 03 Aug 2023 | S$24.5b | S$11.8b | S$980.9m | 12x | 25x | 2.1x |
| Sat, 01 Jul 2023 | S$24.5b | S$11.8b | S$1.0b | 11.5x | 23.8x | 2.1x |
| Mon, 29 May 2023 | S$25.3b | S$11.9b | S$1.0b | 12.2x | 24.6x | 2.1x |
| Wed, 26 Apr 2023 | S$27.2b | S$11.7b | S$848.0m | 11.1x | 32.1x | 2.3x |
| Fri, 24 Mar 2023 | S$26.4b | S$11.6b | S$841.9m | 12x | 31.3x | 2.3x |
| Sun, 19 Feb 2023 | S$25.7b | S$10.7b | S$671.0m | 10.9x | 38.2x | 2.4x |
| Tue, 17 Jan 2023 | S$25.5b | S$10.6b | S$665.4m | 10.5x | 38.3x | 2.4x |
| Thu, 15 Dec 2022 | S$24.2b | S$10.6b | S$651.7m | 11.1x | 37.1x | 2.3x |
| Sat, 12 Nov 2022 | S$22.8b | S$10.4b | S$693.7m | 11.3x | 32.9x | 2.2x |
| Mon, 10 Oct 2022 | S$22.9b | S$10.3b | S$677.9m | 11.9x | 33.8x | 2.2x |
| Wed, 07 Sep 2022 | S$23.2b | S$10.3b | S$679.6m | 12.3x | 34.1x | 2.3x |
| Fri, 05 Aug 2022 | S$23.7b | S$9.9b | S$595.8m | 12.8x | 39.8x | 2.4x |
| Sun, 03 Jul 2022 | S$22.4b | S$9.8b | S$567.3m | 12.5x | 39.5x | 2.3x |
| Tue, 31 May 2022 | S$23.6b | S$9.7b | S$566.1m | 12.9x | 41.6x | 2.4x |
| Thu, 28 Apr 2022 | S$24.4b | S$9.7b | S$504.2m | 14.4x | 48.4x | 2.5x |
| Sat, 26 Mar 2022 | S$24.4b | S$9.8b | S$497.9m | 13.5x | 49.1x | 2.5x |
| Mon, 21 Feb 2022 | S$24.1b | S$9.5b | S$23.4m | 13.7x | 1031.5x | 2.5x |
| Wed, 19 Jan 2022 | S$23.7b | S$9.6b | S$144.4m | 12.7x | 163.8x | 2.5x |
| Fri, 17 Dec 2021 | S$23.7b | S$9.7b | S$142.5m | 12.5x | 166.3x | 2.4x |
| Sun, 14 Nov 2021 | S$33.6b | S$29.8b | S$783.9m | 13.1x | 42.9x | 1.1x |
| Tue, 12 Oct 2021 | S$31.3b | S$28.5b | S$702.7m | 13.5x | 44.6x | 1.1x |
| Thu, 09 Sep 2021 | S$31.1b | S$28.3b | S$697.9m | 13.6x | 44.5x | 1.1x |
| Sat, 07 Aug 2021 | S$31.1b | S$28.3b | S$702.6m | 12.8x | 44.3x | 1.1x |
| Fri, 30 Apr 2021 | S$32.8b | S$27.0b | S$354.9m | 12.4x | 92.4x | 1.2x |
Price to Earnings Ratio
92.4x
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 15.6x which is lower than its 3-year average PE of 53.3x.
- The industry is trading close to its 3-year average PS ratio of 2.0x.
Past Earnings Growth
- The earnings for companies in the Consumer Discretionary industry have grown 61% per year over the last three years.
- Meanwhile revenues for these companies have declined 22% 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 | -1.73% | |
| Consumer Discretionary | 0.13% | |
| Hospitality | 0.33% | |
| Auto Components | 0% | |
| Auto | 0% | |
| Consumer Durables | 0% | |
| Leisure | 0% | |
| Online Retail and Ecommerce | 0% | |
| Retail Distributors | -0.012% | |
| General Merchandise and Department Stores | -0.56% | |
| Specialty Stores | -0.92% | |
| Luxury | -1.79% | |
| Consumer Services | -3.35% | |
Industry PE
- Investors are most optimistic about the Consumer Services industry which is trading above its 3-year average PE ratio of 28.0x.
- It looks like they are confident that earnings will grow faster in the future than they have historically.
Forecasted Growth
- Analysts are most optimistic on the Hospitality industry, expecting annual earnings growth of 8.2% over the next 5 years.
- However this is lower than its past earnings growth rate of 11% per year.
- In contrast, the Hospitality industry is expected to see its earnings grow by 8.2% 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$0.93 | 2.8% +S$301.8m | -20.5% | PE18.4x | |
| M04 Mandarin Oriental International | US$1.60 | 0.6% +US$12.6m | -13.0% | PS3.6x | |
| C41 Cortina Holdings | S$3.30 | 2.5% +S$13.2m | -9.6% | PE7.9x | |
| DRX ST Group Food Industries Holdings | S$0.17 | 16.0% +S$5.9m | -14.4% | PE27.2x | |
| 9I7 No Signboard Holdings | S$0.08 | 14.3% +S$3.1m | n/a | PS8.6x |
