Lacklustre Performance Is Driving Japfa Ltd.'s (SGX:UD2) Low P/S
Oct 01
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Singaporean (SGX) Consumer Staples Sector Analysis
UpdatedOct 14, 2024
DataAggregated Company Financials
Companies31
- 7D-0.6%
- 3M5.7%
- 1Y-2.5%
- YTD-1.5%
Last week, the Consumer Staples industry hasn't moved much but Sheng Siong Group is up 3.2% in that time. Furthermore, the industry has been flat for the past year as well. Looking forward, earnings are forecast to grow by 9.1% annually.
Sector Valuation and Performance
Has the Singaporean Consumer Staples Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 15 Oct 2024 | S$56.6b | S$192.3b | S$4.7b | 11.1x | 12x | 0.3x |
| Thu, 12 Sep 2024 | S$55.3b | S$192.4b | S$4.8b | 9.8x | 11.5x | 0.3x |
| Sat, 10 Aug 2024 | S$54.4b | S$196.7b | S$4.6b | 11.9x | 11.9x | 0.3x |
| Mon, 08 Jul 2024 | S$53.3b | S$199.0b | S$4.5b | 11.9x | 12x | 0.3x |
| Wed, 05 Jun 2024 | S$54.9b | S$198.9b | S$4.5b | 11.6x | 12.1x | 0.3x |
| Fri, 03 May 2024 | S$55.7b | S$199.5b | S$4.7b | 12.1x | 12x | 0.3x |
| Sun, 31 Mar 2024 | S$56.9b | S$198.9b | S$4.6b | 11.4x | 12.5x | 0.3x |
| Tue, 27 Feb 2024 | S$56.4b | S$203.1b | S$4.9b | 10.3x | 11.5x | 0.3x |
| Thu, 25 Jan 2024 | S$55.9b | S$206.1b | S$5.2b | 10.1x | 10.7x | 0.3x |
| Sat, 23 Dec 2023 | S$56.7b | S$205.0b | S$5.2b | 10x | 10.8x | 0.3x |
| Mon, 20 Nov 2023 | S$59.2b | S$206.9b | S$5.5b | 9.6x | 10.8x | 0.3x |
| Wed, 18 Oct 2023 | S$59.2b | S$210.0b | S$5.7b | 10.2x | 10.3x | 0.3x |
| Fri, 15 Sep 2023 | S$61.8b | S$209.3b | S$5.7b | 10.8x | 10.8x | 0.3x |
| Sun, 13 Aug 2023 | S$62.9b | S$210.0b | S$5.9b | 11.3x | 10.7x | 0.3x |
| Tue, 11 Jul 2023 | S$62.6b | S$218.2b | S$7.2b | 10.3x | 8.7x | 0.3x |
| Thu, 08 Jun 2023 | S$63.8b | S$218.1b | S$7.2b | 9.8x | 8.8x | 0.3x |
| Sat, 06 May 2023 | S$66.8b | S$216.1b | S$7.3b | 10.3x | 9.1x | 0.3x |
| Mon, 03 Apr 2023 | S$69.4b | S$216.7b | S$7.4b | 9.5x | 9.4x | 0.3x |
| Wed, 01 Mar 2023 | S$67.8b | S$218.0b | S$7.7b | 8.9x | 8.8x | 0.3x |
| Fri, 27 Jan 2023 | S$71.5b | S$211.1b | S$7.6b | 9.2x | 9.4x | 0.3x |
| Sun, 25 Dec 2022 | S$69.7b | S$214.6b | S$7.7b | 9.3x | 9x | 0.3x |
| Tue, 22 Nov 2022 | S$66.9b | S$215.7b | S$7.6b | 9.3x | 8.8x | 0.3x |
| Thu, 20 Oct 2022 | S$60.0b | S$219.1b | S$7.4b | 8.8x | 8.1x | 0.3x |
| Sat, 17 Sep 2022 | S$66.6b | S$218.0b | S$7.4b | 9.2x | 9x | 0.3x |
| Mon, 15 Aug 2022 | S$69.5b | S$208.4b | S$7.2b | 8.9x | 9.7x | 0.3x |
| Wed, 13 Jul 2022 | S$68.3b | S$200.8b | S$6.5b | 10x | 10.4x | 0.3x |
| Fri, 10 Jun 2022 | S$71.4b | S$198.3b | S$6.4b | 10.1x | 11.1x | 0.4x |
| Sun, 08 May 2022 | S$73.5b | S$197.9b | S$6.2b | 10x | 11.8x | 0.4x |
| Tue, 05 Apr 2022 | S$77.3b | S$195.7b | S$6.2b | 10.2x | 12.5x | 0.4x |
| Thu, 03 Mar 2022 | S$73.4b | S$196.2b | S$6.3b | 10.2x | 11.7x | 0.4x |
| Sat, 29 Jan 2022 | S$69.7b | S$176.3b | S$5.6b | 12.9x | 12.4x | 0.4x |
| Mon, 27 Dec 2021 | S$69.0b | S$176.8b | S$5.6b | 14.2x | 12.3x | 0.4x |
| Wed, 24 Nov 2021 | S$73.4b | S$177.6b | S$5.6b | 14.2x | 13.1x | 0.4x |
| Fri, 22 Oct 2021 | S$75.1b | S$174.1b | S$5.5b | 13.1x | 13.8x | 0.4x |
Price to Earnings Ratio
13.8x
Current Industry PE
- Investors are optimistic on the Singaporean Consumer Staples industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 12.0x which is higher than its 3-year average PE of 10.8x.
- The industry is trading close to its 3-year average PS ratio of 0.32x.
Past Earnings Growth
- The earnings for companies in the Consumer Staples industry have declined 4.6% per year over the last three years.
- Meanwhile revenues for these companies have grown 3.4% per year.
- This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.
Industry Trends
Which industries have driven the changes within the Singaporean Consumer Staples sector?
| SG Market | -0.62% | |
| Consumer Staples | -0.64% | |
| Beverage | 0% | |
| Tobacco | 0% | |
| Household Products | 0% | |
| Personal Products | 0% | |
| Food | -0.76% | |
| Food and Staples Retail | -1.01% | |
Industry PE
- Investors are most optimistic about the Food and Staples Retail industry, which is trading close to its 3-year average PE ratio of 21.5x.
- Analysts are expecting annual earnings growth of 16.9%, which is higher than its past year's earnings growth of 9.7% per year.
- Investors are most pessimistic about the Food industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 8.9x.
Forecasted Growth
- Analysts are most optimistic on the Food and Staples Retail industry, expecting annual earnings growth of 17% over the next 5 years.
- This is better than its past earnings growth rate of 9.7% per year.
- In contrast, the Beverage industry is expected to see its earnings grow by 7.2% 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 | |
|---|---|---|---|---|---|
| Y92 Thai Beverage | S$0.53 | 1.9% +S$251.3m | -2.8% | PE12.8x | |
| E5H Golden Agri-Resources | S$0.28 | 3.6% +S$126.8m | 7.5% | PE23.4x | |
| OV8 Sheng Siong Group | S$1.58 | 1.9% +S$45.1m | 5.3% | PE17.2x | |
| UD2 Japfa | S$0.37 | 1.4% +S$10.2m | 80.5% | PE7.7x | |
| Y03 Yeo Hiap Seng | S$0.56 | 2.7% +S$9.4m | -13.1% | PE52.6x |
