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Singaporean (SGX) Consumer Discretionary Sector Analysis

UpdatedDec 21, 2024
DataAggregated Company Financials
Companies68
  • 7D-1.6%
  • 3M-6.0%
  • 1Y-11.6%
  • YTD-13.6%

Over the last 7 days, the Consumer Discretionary industry has dropped 1.6%, driven by a pullback from Genting Singapore of 2.6%. The industry has fallen 12% in the last year. Earnings are forecast to grow by 5.0% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 21 Dec 2024S$20.8bS$13.7bS$1.4b11.6x15.1x1.5x
Mon, 18 Nov 2024S$21.2bS$13.7bS$1.4b10.8x15.4x1.6x
Wed, 16 Oct 2024S$22.4bS$13.8bS$1.4b11.6x16.3x1.6x
Fri, 13 Sep 2024S$22.2bS$13.8bS$1.4b11.3x16x1.6x
Sun, 11 Aug 2024S$22.1bS$13.4bS$1.3b12x17.1x1.6x
Tue, 09 Jul 2024S$22.5bS$13.4bS$1.3b12.9x17.6x1.7x
Thu, 06 Jun 2024S$23.2bS$12.8bS$1.3b12.6x17.9x1.8x
Sat, 04 May 2024S$23.1bS$12.8bS$1.5b10.8x15.5x1.8x
Mon, 01 Apr 2024S$22.6bS$12.8bS$1.5b10.7x15.2x1.8x
Wed, 28 Feb 2024S$23.1bS$12.8bS$1.3b11.4x18.3x1.8x
Fri, 26 Jan 2024S$24.1bS$12.7bS$1.2b11.9x20.6x1.9x
Sun, 24 Dec 2023S$24.1bS$12.7bS$1.2b12.6x20.5x1.9x
Tue, 21 Nov 2023S$23.7bS$12.6bS$1.2b11.3x20.2x1.9x
Thu, 19 Oct 2023S$22.6bS$12.4bS$1.2b11.6x19.5x1.8x
Sat, 16 Sep 2023S$23.4bS$12.4bS$1.2b13.1x20.2x1.9x
Mon, 14 Aug 2023S$24.8bS$12.4bS$1.2b12x21.5x2x
Wed, 12 Jul 2023S$24.6bS$11.8bS$1.0b11.4x23.8x2.1x
Fri, 09 Jun 2023S$24.3bS$11.8bS$1.0b11.1x23.5x2.1x
Sun, 07 May 2023S$26.5bS$11.6bS$849.3m11.2x31.2x2.3x
Tue, 04 Apr 2023S$27.3bS$11.6bS$849.5m11.7x32.2x2.3x
Thu, 02 Mar 2023S$25.8bS$11.5bS$897.1m12.2x28.8x2.2x
Sat, 28 Jan 2023S$25.4bS$10.6bS$665.0m10.4x38.2x2.4x
Mon, 26 Dec 2022S$24.5bS$10.6bS$664.9m10x36.8x2.3x
Wed, 23 Nov 2022S$23.2bS$10.5bS$653.4m11.3x35.5x2.2x
Fri, 21 Oct 2022S$22.2bS$10.3bS$657.1m11.8x33.8x2.2x
Sun, 18 Sep 2022S$23.4bS$10.3bS$679.4m12.1x34.5x2.3x
Tue, 16 Aug 2022S$23.3bS$10.2bS$651.3m12.6x35.8x2.3x
Thu, 14 Jul 2022S$22.5bS$9.8bS$459.6m12.2x48.9x2.3x
Sat, 11 Jun 2022S$23.5bS$9.8bS$562.4m12.9x41.8x2.4x
Mon, 09 May 2022S$23.9bS$9.5bS$491.2m14.2x48.6x2.5x
Wed, 06 Apr 2022S$24.7bS$9.8bS$500.7m13.5x49.3x2.5x
Fri, 04 Mar 2022S$23.6bS$9.7bS$230.5m13.1x102.5x2.4x
Sun, 30 Jan 2022S$22.7bS$9.6bS$144.4m12.5x156.9x2.3x
Tue, 28 Dec 2021S$23.6bS$9.7bS$143.6m12.5x164.2x2.4x
Price to Earnings Ratio

164.2x


Total Market Cap: S$23.6bTotal Earnings: S$143.6mTotal Revenue: S$9.7bTotal Market Cap vs Earnings and Revenue0%0%0%
Singaporean Consumer Discretionary Sector Price to Earnings3Y Average 42.3x202220232024
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 15.1x which is lower than its 3-year average PE of 42.3x.
  • 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 112% 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-2.14%
Consumer Discretionary-1.57%
Consumer Durables9.32%
Luxury1.49%
General Merchandise and Department Stores1.09%
Leisure0.23%
Auto Components0%
Auto0%
Online Retail and Ecommerce0%
Specialty Stores-1.42%
Retail Distributors-1.57%
Hospitality-1.71%
Consumer Services-1.78%
Industry PE
  • Investors are most optimistic about the Luxury industry which is trading above its 3-year average PE ratio of 2.2x.
    • 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 5.0% 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 5.0% 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
H07 Stamford LandS$0.372.8%
+S$14.8m
-5.1%PE15.4x
1H8 LYS$0.1219.0%
+S$9.3m
50.6%PE29.7x
H18 Hotel Grand CentralS$0.721.4%
+S$7.4m
-9.4%PE59.4x
5OI Japan Foods HoldingS$0.3413.3%
+S$6.9m
3.0%PS0.7x
B58 Banyan Tree HoldingsS$0.351.4%
+S$4.3m
0%PE8.2x
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Latest News

URR

S$0.76

Sim Leisure Group

7D

-5.0%

1Y

46.2%

A30

S$0.062

Aspial

7D

-4.6%

1Y

-19.5%

H07

S$0.37

Stamford Land

7D

2.8%

1Y

-5.1%

5SR

S$0.63

Zhongmin Baihui Retail Group

7D

3.3%

1Y

-8.7%

AGS

S$1.52

Hour Glass

7D

-2.6%

1Y

-5.6%

O9E

S$0.072

Parkson Retail Asia

7D

4.3%

1Y

18.0%

5WJ

S$0.34

MoneyMax Financial Services

7D

1.5%

1Y

48.9%

B28

S$0.89

Bonvests Holdings

7D

-3.3%

1Y

-12.4%

5OI

S$0.34

Japan Foods Holding

7D

13.3%

1Y

3.0%

H18

S$0.72

Hotel Grand Central

7D

1.4%

1Y

-9.4%

H15

S$3.58

Hotel Properties

7D

-0.6%

1Y

-0.6%

S85

S$0.45

Straco

7D

-3.3%

1Y

-3.3%

1H8

S$0.12

LY

7D

19.0%

1Y

50.6%

B58

S$0.35

Banyan Tree Holdings

7D

1.4%

1Y

0%