Narrative Update • Aug 21

Last week, the Machinery industry hasn't moved much but Yangzijiang Shipbuilding (Holdings) is up 3.0% in that time. As for the the longer term, the industry is up 36% over the past 12 months. Looking forward, earnings are forecast to grow by 9.6% annually.
Has the Singaporean Machinery Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 23 Aug 2026 | S$31.2b | S$26.5b | S$2.8b | 13.1x | 11.2x | 1.2x |
| Tue, 21 Jul 2026 | S$26.1b | S$25.0b | S$2.3b | 15.1x | 11.5x | 1x |
| Thu, 18 Jun 2026 | S$27.1b | S$24.9b | S$2.3b | 16.3x | 11.9x | 1.1x |
| Sat, 16 May 2026 | S$29.5b | S$24.9b | S$2.2b | 11.9x | 13.1x | 1.2x |
| Mon, 13 Apr 2026 | S$29.5b | S$24.9b | S$2.2b | 10.8x | 13.2x | 1.2x |
| Wed, 11 Mar 2026 | S$28.7b | S$24.8b | S$2.2b | 10.5x | 12.9x | 1.2x |
| Fri, 06 Feb 2026 | S$25.7b | S$23.4b | S$2.0b | 18.2x | 13x | 1.1x |
| Sun, 04 Jan 2026 | S$25.3b | S$23.4b | S$2.0b | 15.5x | 12.8x | 1.1x |
| Tue, 02 Dec 2025 | S$24.3b | S$23.4b | S$2.0b | 15.3x | 12.3x | 1x |
| Thu, 30 Oct 2025 | S$25.8b | S$23.5b | S$2.0b | 14.5x | 13.1x | 1.1x |
| Sat, 27 Sep 2025 | S$25.3b | S$23.5b | S$2.0b | 13.9x | 12.9x | 1.1x |
| Mon, 25 Aug 2025 | S$23.3b | S$23.4b | S$1.9b | 12.3x | 12x | 1x |
| Wed, 23 Jul 2025 | S$21.4b | S$21.4b | S$1.7b | 13.5x | 13x | 1x |
| Fri, 20 Jun 2025 | S$18.8b | S$21.4b | S$1.6b | 13.1x | 11.4x | 0.9x |
| Sun, 18 May 2025 | S$18.5b | S$21.4b | S$1.7b | 12.9x | 11.2x | 0.9x |
| Tue, 15 Apr 2025 | S$16.6b | S$21.4b | S$1.8b | 10.9x | 9.2x | 0.8x |
| Thu, 13 Mar 2025 | S$19.0b | S$21.5b | S$1.8b | 11.6x | 10.3x | 0.9x |
| Sat, 08 Feb 2025 | S$22.0b | S$20.6b | -S$312,779,458.19 | 11.4x | -70.2x | 1.1x |
| Mon, 06 Jan 2025 | S$21.9b | S$20.6b | -S$303,957,554.30 | 10.6x | -72.1x | 1.1x |
| Wed, 04 Dec 2024 | S$19.3b | S$20.6b | -S$321,296,319.47 | 10.5x | -60.1x | 0.9x |
| Fri, 01 Nov 2024 | S$19.3b | S$20.6b | -S$297,909,088.09 | 10.1x | -64.7x | 0.9x |
| Sun, 29 Sep 2024 | S$18.4b | S$20.5b | -S$308,262,620.00 | 10x | -59.8x | 0.9x |
| Tue, 27 Aug 2024 | S$17.2b | S$20.6b | -S$310,113,062.94 | 8.6x | -55.6x | 0.8x |
| Thu, 25 Jul 2024 | S$17.2b | S$18.8b | -S$898,382,521.65 | 10.2x | -19.1x | 0.9x |
| Sat, 22 Jun 2024 | S$17.5b | S$18.9b | -S$893,613,189.05 | 9.3x | -19.6x | 0.9x |
| Mon, 20 May 2024 | S$14.8b | S$19.6b | -S$861,676,651.43 | 9x | -17.2x | 0.8x |
| Wed, 17 Apr 2024 | S$14.9b | S$19.5b | -S$1,043,457,814.55 | 9.2x | -14.2x | 0.8x |
| Fri, 15 Mar 2024 | S$15.7b | S$19.4b | -S$978,183,209.47 | 9.1x | -16x | 0.8x |
| Sun, 11 Feb 2024 | S$14.8b | S$15.5b | S$411.3m | 10.2x | 36x | 1x |
| Tue, 09 Jan 2024 | S$16.1b | S$15.4b | S$410.4m | 9.8x | 39.3x | 1x |
| Thu, 07 Dec 2023 | S$15.2b | S$15.4b | S$415.0m | 9.6x | 36.7x | 1x |
| Sat, 04 Nov 2023 | S$16.0b | S$15.4b | S$388.0m | 10.4x | 41.2x | 1x |
| Mon, 02 Oct 2023 | S$18.2b | S$15.5b | S$391.3m | 11.1x | 46.5x | 1.2x |
| Wed, 30 Aug 2023 | S$19.3b | S$15.4b | S$366.0m | 11.5x | 52.8x | 1.3x |
52.8x
Which industries have driven the changes within the Singaporean Industrials industry?
| SG Market | -1.14% | |
| Industrials | -1.34% | |
| Machinery | 0.90% | |
| Construction Machinery and Vehicles | 1.02% | |
| Industrial Machinery | -1.45% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| BS6 Yangzijiang Shipbuilding (Holdings) | S$4.76 | 3.0% +S$551.0m | 65.9% | PE10.1x | |
| 5E2 Seatrium | S$2.15 | 0.5% +S$33.8m | -7.3% | PE13.2x | |
| BTM Penguin International | S$1.62 | 6.6% +S$22.2m | 37.3% | PE9.6x | |
| 580 Santak Holdings | S$0.08 | 344.4% +S$6.7m | 166.7% | PS1.3x | |
| U77 Sarine Technologies | S$0.19 | 6.8% +S$4.1m | -6.0% | PS1.8x |