We Think AnAn International (SGX:Y35) Might Have The DNA Of A Multi-Bagger
Dec 04
Singaporean (SGX) Energy Sector Analysis
UpdatedDec 04, 2023
DataAggregated Company Financials
Companies26
- 7D-1.9%
- 3M-41.5%
- 1Y-28.1%
- YTD-34.8%
Over the last 7 days, the Energy industry has dropped 1.9%, driven by a pullback from Dyna-Mac Holdings of 13%. On the other hand Atlantic Navigation Holdings (Singapore) is actually up 14%. The industry has fallen 28% in the last year. Looking forward, earnings are forecast to grow by 13% annually.
Sector Valuation and Performance
Has the Singaporean Energy Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 04 Dec 2023 | S$3.2b | S$33.6b | S$1.2b | 10.8x | 2.6x | 0.09x |
| Wed, 01 Nov 2023 | S$3.3b | S$34.3b | S$1.6b | 11.5x | 2x | 0.1x |
| Fri, 29 Sep 2023 | S$3.5b | S$34.4b | S$1.6b | 12.9x | 2.2x | 0.1x |
| Sun, 27 Aug 2023 | S$3.4b | S$34.2b | S$1.6b | 13.5x | 2.1x | 0.1x |
| Tue, 25 Jul 2023 | S$3.6b | S$38.2b | S$1.7b | 9.5x | 2.1x | 0.09x |
| Thu, 22 Jun 2023 | S$5.6b | S$38.5b | S$1.7b | 9.9x | 3.2x | 0.1x |
| Sat, 20 May 2023 | S$5.4b | S$38.5b | S$1.7b | 9.2x | 3.2x | 0.1x |
| Mon, 17 Apr 2023 | S$5.7b | S$38.2b | S$1.8b | 9.9x | 3.2x | 0.1x |
| Wed, 15 Mar 2023 | S$5.2b | S$38.6b | S$1.8b | 9.2x | 2.9x | 0.1x |
| Fri, 10 Feb 2023 | S$5.2b | S$37.0b | S$1.4b | 4.5x | 3.6x | 0.1x |
| Sun, 08 Jan 2023 | S$4.9b | S$37.4b | S$1.4b | 4.2x | 3.4x | 0.1x |
| Tue, 06 Dec 2022 | S$5.0b | S$37.9b | S$1.5b | 4.6x | 3.4x | 0.1x |
| Thu, 03 Nov 2022 | S$5.1b | S$38.9b | S$1.1b | 4.9x | 4.6x | 0.1x |
| Sat, 01 Oct 2022 | S$4.8b | S$39.4b | S$1.1b | 4.6x | 4.3x | 0.1x |
| Mon, 29 Aug 2022 | S$4.8b | S$38.4b | S$1.1b | 5.8x | 4.5x | 0.1x |
| Wed, 27 Jul 2022 | S$4.5b | S$34.1b | S$643.9m | 7.6x | 6.9x | 0.1x |
| Fri, 24 Jun 2022 | S$4.3b | S$34.1b | S$636.2m | 7.5x | 6.8x | 0.1x |
| Sun, 22 May 2022 | S$5.2b | S$33.6b | S$579.2m | 7.3x | 9x | 0.2x |
| Tue, 19 Apr 2022 | S$5.2b | S$33.1b | S$570.6m | 8.9x | 9.1x | 0.2x |
| Thu, 17 Mar 2022 | S$4.3b | S$33.4b | S$570.0m | 7.7x | 7.5x | 0.1x |
| Sat, 12 Feb 2022 | S$3.9b | S$25.9b | S$194.1m | 11.4x | 20.3x | 0.2x |
| Mon, 10 Jan 2022 | S$3.6b | S$26.2b | S$197.4m | 10.5x | 18.2x | 0.1x |
| Wed, 08 Dec 2021 | S$3.5b | S$26.5b | S$200.2m | 10.4x | 17.6x | 0.1x |
| Fri, 05 Nov 2021 | S$3.8b | S$25.6b | S$28.4m | 10.7x | 133.1x | 0.1x |
| Sun, 03 Oct 2021 | S$3.4b | S$25.7b | S$30.7m | 10x | 111.3x | 0.1x |
| Tue, 31 Aug 2021 | S$3.3b | S$25.6b | -S$88,572,655.23 | 10.3x | -37.4x | 0.1x |
| Wed, 07 Jul 2021 | S$3.4b | S$25.6b | -S$88,572,655.23 | 9.4x | -38.3x | 0.1x |
| Sat, 10 Apr 2021 | S$2.9b | S$23.0b | -S$174,124,708.15 | 12.8x | -16.4x | 0.1x |
| Fri, 01 Jan 2021 | S$2.7b | S$20.3b | -S$311,668,160.99 | 5.9x | -8.6x | 0.1x |
Price to Earnings Ratio
-6x
Current Industry PE
- Investors are pessimistic on the Singaporean Energy 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 2.6x which is lower than its 3-year average PE of 8.3x.
- The industry is trading close to its 3-year average PS ratio of 0.13x.
Past Earnings Growth
- Total earnings for the Energy industry have gone up over the last three years, and the industry is now profitable. Revenues have grown 11% per year.
- This means that more sales are being generated by the industry overall, and subsequently profits are increasing too.
Industry Trends
Which industries have driven the changes within the Singaporean Energy sector?
| SG Market | -0.37% | |
| Energy | -1.90% | |
| Oil and Gas | -1.36% | |
| Energy Services | -2.80% | |
Industry PE
- Investors are most optimistic about the Energy Services industry which is trading above its 3-year average PE ratio of 15.8x.
- Analysts are expecting annual earnings decline of 14.6%, which is lower than the prior year's growth of 23.1% per year.
- Investors are most pessimistic about the Oil and Gas industry, which is trading below its 3-year average of 5.8x.
Forecasted Growth
- Analysts are most optimistic on the Oil and Gas industry, expecting annual earnings growth of 28% over the next 5 years.
- This is better than its past earnings decline of 33% per year.
- In contrast, the Energy Services industry is expected to see its earnings decline by 15% 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 | |
|---|---|---|---|---|---|
| 5UL Atlantic Navigation Holdings (Singapore) | S$0.24 | 14.0% +S$15.7m | 166.3% | PE5.6x | |
| AJ2 Ouhua Energy Holdings | S$0.078 | 11.4% +S$3.0m | n/a | PE11x | |
| BTP Baker Technology | S$0.52 | 2.0% +S$2.0m | -6.4% | PE12.3x | |
| M05 MTQ | S$0.33 | 1.6% +S$1.1m | 30.0% | PE7.6x | |
| 5NF Mencast Holdings | S$0.039 | 5.4% +S$912.2k | -15.2% | PE12.2x |
