Narrative Update • Jun 10

Over the last 7 days, the Machinery industry has dropped 1.7%, driven by a pullback from Yangzijiang Shipbuilding (Holdings) of 2.5%. In the past year, the industry has gained 37%. Looking forward, earnings are forecast to grow by 12% annually.
Has the Singaporean Machinery Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 12 Jun 2026 | S$25.7b | S$24.9b | S$2.3b | 15.3x | 11.3x | 1x |
| Sun, 10 May 2026 | S$29.5b | S$24.8b | S$2.2b | 12.4x | 13.2x | 1.2x |
| Tue, 07 Apr 2026 | S$28.9b | S$24.9b | S$2.2b | 10.9x | 13x | 1.2x |
| Thu, 05 Mar 2026 | S$29.8b | S$24.8b | S$2.2b | 10.9x | 13.4x | 1.2x |
| Sat, 31 Jan 2026 | S$25.7b | S$23.3b | S$2.0b | 18.3x | 13.1x | 1.1x |
| Mon, 29 Dec 2025 | S$25.1b | S$23.4b | S$2.0b | 15.1x | 12.7x | 1.1x |
| Wed, 26 Nov 2025 | S$24.2b | S$23.4b | S$2.0b | 14x | 12.3x | 1x |
| Fri, 24 Oct 2025 | S$24.9b | S$23.5b | S$2.0b | 14x | 12.6x | 1.1x |
| Sun, 21 Sep 2025 | S$25.5b | S$23.5b | S$2.0b | 14.2x | 13x | 1.1x |
| Tue, 19 Aug 2025 | S$22.9b | S$23.4b | S$1.9b | 11.7x | 11.8x | 1x |
| Thu, 17 Jul 2025 | S$20.3b | S$21.4b | S$1.7b | 13.5x | 12.3x | 0.9x |
| Sat, 14 Jun 2025 | S$18.8b | S$21.4b | S$1.6b | 13x | 11.4x | 0.9x |
| Mon, 12 May 2025 | S$17.9b | S$21.4b | S$1.8b | 11.8x | 9.9x | 0.8x |
| Wed, 09 Apr 2025 | S$15.8b | S$21.6b | S$1.8b | 10.5x | 8.6x | 0.7x |
| Fri, 07 Mar 2025 | S$19.4b | S$21.5b | S$1.8b | 12.2x | 10.6x | 0.9x |
| Sun, 02 Feb 2025 | S$22.4b | S$20.6b | -S$299,839,874.53 | 11.7x | -74.7x | 1.1x |
| Tue, 31 Dec 2024 | S$21.4b | S$20.6b | -S$313,083,640.26 | 11.5x | -68.3x | 1x |
| Thu, 28 Nov 2024 | S$18.8b | S$20.6b | -S$314,941,186.78 | 10.3x | -59.6x | 0.9x |
| Sat, 26 Oct 2024 | S$19.4b | S$20.6b | -S$298,205,964.56 | 10.2x | -65x | 0.9x |
| Mon, 23 Sep 2024 | S$19.2b | S$20.5b | -S$308,650,854.48 | 10.6x | -62.1x | 0.9x |
| Wed, 21 Aug 2024 | S$17.4b | S$20.6b | -S$314,862,208.57 | 9x | -55.4x | 0.8x |
| Fri, 19 Jul 2024 | S$16.9b | S$18.8b | -S$899,090,394.28 | 9.2x | -18.8x | 0.9x |
| Sun, 16 Jun 2024 | S$17.9b | S$18.9b | -S$896,183,496.96 | 9.1x | -20x | 0.9x |
| Tue, 14 May 2024 | S$15.4b | S$19.5b | -S$1,052,012,625.51 | 8.9x | -14.7x | 0.8x |
| Thu, 11 Apr 2024 | S$15.7b | S$19.4b | -S$1,054,435,858.79 | 9.5x | -14.9x | 0.8x |
| Sat, 09 Mar 2024 | S$16.1b | S$15.9b | S$577.7m | 9.6x | 27.8x | 1x |
| Mon, 05 Feb 2024 | S$15.7b | S$15.4b | S$404.3m | 10x | 38.9x | 1x |
| Wed, 03 Jan 2024 | S$16.8b | S$15.4b | S$409.0m | 10.2x | 41.1x | 1.1x |
| Fri, 01 Dec 2023 | S$15.2b | S$15.5b | S$414.2m | 9.5x | 36.8x | 1x |
| Sun, 29 Oct 2023 | S$15.7b | S$15.5b | S$391.2m | 10.3x | 40.2x | 1x |
| Tue, 26 Sep 2023 | S$18.3b | S$15.5b | S$389.9m | 11.2x | 46.9x | 1.2x |
| Thu, 24 Aug 2023 | S$18.5b | S$15.4b | S$370.8m | 11.4x | 49.8x | 1.2x |
| Sat, 22 Jul 2023 | S$18.3b | S$13.4b | S$443.0m | 11.5x | 41.2x | 1.4x |
| Mon, 19 Jun 2023 | S$16.6b | S$13.4b | S$448.4m | 10.8x | 37x | 1.2x |
37x
Which industries have driven the changes within the Singaporean Industrials industry?
| SG Market | -1.42% | |
| Industrials | -2.06% | |
| Machinery | -1.71% | |
| Construction Machinery and Vehicles | -1.44% | |
| Industrial Machinery | -5.35% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| A04 ASL Marine Holdings | S$0.29 | 1.8% +S$5.1m | 383.3% | PE9.9x | |
| 5EB CFM Holdings | S$0.06 | 17.6% +S$1.8m | 15.4% | PS0.5x | |
| 5RC ES Group (Holdings) | S$0.062 | 5.1% +S$423.6k | 100.0% | PS0.3x |