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Singaporean (SGX) Consumer Discretionary Sector Analysis

UpdatedDec 02, 2023
DataAggregated Company Financials
Companies73
  • 7D-0.9%
  • 3M-1.0%
  • 1Y-0.7%
  • YTD-6.3%

Last week, the Consumer Discretionary industry hasn't moved much but Straco is up 21% in that time. In line with that, the industry has also been flat over the past 12 months. Earnings are forecast to grow by 13% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 02 Dec 2023S$23.5bS$12.7bS$1.2b11.9x20x1.9x
Mon, 30 Oct 2023S$22.8bS$12.4bS$1.2b12.3x19.7x1.8x
Wed, 27 Sep 2023S$23.0bS$12.4bS$1.2b12.7x19.9x1.9x
Fri, 25 Aug 2023S$24.1bS$12.4bS$1.2b11.8x20.4x1.9x
Sun, 23 Jul 2023S$24.5bS$11.7bS$1.0b11.8x23.8x2.1x
Tue, 20 Jun 2023S$24.9bS$11.8bS$1.0b10.9x24x2.1x
Thu, 18 May 2023S$25.5bS$11.7bS$862.5m11.5x29.5x2.2x
Sat, 15 Apr 2023S$27.5bS$11.6bS$843.2m11.3x32.6x2.4x
Mon, 13 Mar 2023S$26.0bS$11.6bS$842.2m11.9x30.8x2.2x
Wed, 08 Feb 2023S$25.6bS$10.7bS$672.9m10.6x38.1x2.4x
Fri, 06 Jan 2023S$24.9bS$10.6bS$663.9m10x37.5x2.3x
Sun, 04 Dec 2022S$23.5bS$10.6bS$651.6m11.1x36x2.2x
Tue, 01 Nov 2022S$22.3bS$10.3bS$656.7m11.6x33.9x2.2x
Thu, 29 Sep 2022S$22.6bS$10.3bS$679.2m11.9x33.2x2.2x
Sat, 27 Aug 2022S$23.4bS$10.3bS$674.0m12.8x34.7x2.3x
Mon, 25 Jul 2022S$23.3bS$9.8bS$458.4m12.8x50.8x2.4x
Wed, 22 Jun 2022S$22.6bS$9.8bS$564.6m12.7x40x2.3x
Fri, 20 May 2022S$23.2bS$9.5bS$495.4m13.5x46.8x2.4x
Sun, 17 Apr 2022S$24.3bS$9.8bS$501.7m14x48.4x2.5x
Tue, 15 Mar 2022S$23.2bS$9.8bS$498.7m13.5x46.6x2.4x
Thu, 10 Feb 2022S$23.5bS$9.6bS$144.1m12.7x162.8x2.4x
Sat, 08 Jan 2022S$23.6bS$9.7bS$142.6m12.4x165.2x2.4x
Mon, 06 Dec 2021S$23.6bS$9.7bS$142.6m13x165.6x2.4x
Wed, 03 Nov 2021S$32.7bS$28.4bS$702.3m14.7x46.6x1.2x
Fri, 01 Oct 2021S$29.9bS$28.5bS$704.3m13.3x42.4x1x
Sun, 29 Aug 2021S$31.0bS$28.3bS$702.6m12.6x44x1.1x
Mon, 05 Jul 2021S$32.4bS$28.3bS$702.6m13.5x46x1.1x
Thu, 08 Apr 2021S$32.7bS$27.0bS$352.9m12.4x92.8x1.2x
Sun, 10 Jan 2021S$29.8bS$25.4b-S$36,578,952.0911.9x-813.6x1.2x
Price to Earnings Ratio

91.3x


Total Market Cap: S$29.4bTotal Earnings: S$322.2mTotal Revenue: S$28.7bTotal Market Cap vs Earnings and Revenue0%0%0%
Singaporean Consumer Discretionary Sector Price to Earnings3Y Average -17.9x202120222023
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 20.0x which is higher than its 3-year average PE of -17.9x.
  • The industry is trading close to its 3-year average PS ratio of 1.9x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have grown 54% per year over the last three years.
  • Meanwhile revenues for these companies have declined 24% 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-0.37%
Consumer Discretionary-0.94%
Consumer Services1.21%
Auto Components0%
Auto0%
Consumer Durables0%
Leisure0%
Luxury0%
Online Retail and Ecommerce0%
General Merchandise and Department Stores-0.066%
Hospitality-0.75%
Specialty Stores-2.42%
Retail Distributors-3.58%
Industry PE
  • Investors are most optimistic about the Consumer Services industry which is trading above its 3-year average PE ratio of 23.8x.
    • 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 13% over the next 5 years.
  • However this is lower than its past earnings growth rate of 22% per year.
  • In contrast, the Hospitality industry is expected to see its earnings grow by 13% 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$0.4821.3%
+S$72.7m		19.8%PE102.9x
G13 Genting SingaporeS$0.920.5%
+S$60.4m		4.5%PE20.9x
B28 Bonvests HoldingsS$1.063.9%
+S$16.1m		12.2%PE28.9x
URR Sim Leisure GroupS$0.4616.5%
+S$10.7m		80.4%PE11.8x
596 Pavillon HoldingsS$0.01550.0%
+S$7.2m		n/aPE5.5x
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