Narrative Update • Jun 04

Over the last 7 days, the Machinery industry has dropped 4.8%, driven by Yangzijiang Shipbuilding (Holdings) declining 5.5%. This takes the industry's 12 month performance to a gain of 40%. As for the next few years, earnings are expected to grow by 12% per annum.
Has the Singaporean Machinery Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 09 Jun 2026 | S$25.9b | S$25.0b | S$2.3b | 16.2x | 11.3x | 1x |
| Thu, 07 May 2026 | S$30.0b | S$24.8b | S$2.2b | 12.2x | 13.5x | 1.2x |
| Sat, 04 Apr 2026 | S$28.2b | S$24.9b | S$2.2b | 10.7x | 12.6x | 1.1x |
| Mon, 02 Mar 2026 | S$30.6b | S$24.9b | S$2.2b | 10.7x | 13.8x | 1.2x |
| Wed, 28 Jan 2026 | S$25.2b | S$23.3b | S$2.0b | 17.3x | 12.8x | 1.1x |
| Fri, 26 Dec 2025 | S$25.1b | S$23.4b | S$2.0b | 15.3x | 12.7x | 1.1x |
| Sun, 23 Nov 2025 | S$24.3b | S$23.4b | S$2.0b | 14x | 12.3x | 1x |
| Tue, 21 Oct 2025 | S$24.0b | S$23.5b | S$2.0b | 14x | 12.2x | 1x |
| Thu, 18 Sep 2025 | S$24.7b | S$23.5b | S$2.0b | 14.2x | 12.7x | 1.1x |
| Sat, 16 Aug 2025 | S$23.0b | S$23.4b | S$1.9b | 12.2x | 11.8x | 1x |
| Mon, 14 Jul 2025 | S$19.8b | S$21.4b | S$1.7b | 13.5x | 12x | 0.9x |
| Wed, 11 Jun 2025 | S$19.2b | S$21.4b | S$1.6b | 13.7x | 11.6x | 0.9x |
| Fri, 09 May 2025 | S$17.9b | S$21.4b | S$1.8b | 12.5x | 9.9x | 0.8x |
| Sun, 06 Apr 2025 | S$17.9b | S$21.6b | S$1.8b | 10.9x | 9.7x | 0.8x |
| Tue, 04 Mar 2025 | S$19.6b | S$21.6b | S$1.8b | 12.6x | 10.6x | 0.9x |
| Thu, 30 Jan 2025 | S$22.0b | S$20.6b | -S$304,478,360.47 | 11.6x | -72.2x | 1.1x |
| Sat, 28 Dec 2024 | S$21.2b | S$20.6b | -S$310,663,081.29 | 10.6x | -68.2x | 1x |
| Mon, 25 Nov 2024 | S$19.7b | S$20.6b | -S$312,357,846.92 | 10.8x | -63x | 1x |
| Wed, 23 Oct 2024 | S$19.4b | S$20.6b | -S$301,573,212.53 | 10x | -64.4x | 0.9x |
| Fri, 20 Sep 2024 | S$19.1b | S$20.5b | -S$310,269,693.70 | 10.7x | -61.7x | 0.9x |
| Sun, 18 Aug 2024 | S$17.5b | S$20.6b | -S$309,962,060.25 | 9x | -56.4x | 0.8x |
| Tue, 16 Jul 2024 | S$16.6b | S$18.8b | -S$898,580,232.62 | 10.2x | -18.5x | 0.9x |
| Thu, 13 Jun 2024 | S$18.1b | S$18.9b | -S$896,690,796.56 | 9.2x | -20.1x | 1x |
| Sat, 11 May 2024 | S$15.3b | S$19.5b | -S$1,051,022,282.76 | 8.9x | -14.6x | 0.8x |
| Mon, 08 Apr 2024 | S$15.8b | S$19.5b | -S$975,770,032.24 | 9.8x | -16.2x | 0.8x |
| Wed, 06 Mar 2024 | S$15.6b | S$16.0b | S$591.5m | 8.8x | 26.4x | 1x |
| Fri, 02 Feb 2024 | S$15.9b | S$15.4b | S$412.8m | 10x | 38.5x | 1x |
| Sun, 31 Dec 2023 | S$16.4b | S$15.4b | S$410.0m | 10.1x | 40x | 1.1x |
| Tue, 28 Nov 2023 | S$15.6b | S$15.4b | S$413.2m | 9.6x | 37.7x | 1x |
| Thu, 26 Oct 2023 | S$15.8b | S$15.5b | S$391.3m | 10.3x | 40.4x | 1x |
| Sat, 23 Sep 2023 | S$18.4b | S$15.5b | S$390.4m | 11.3x | 47.1x | 1.2x |
| Mon, 21 Aug 2023 | S$18.4b | S$15.4b | S$370.8m | 11.1x | 49.5x | 1.2x |
| Wed, 19 Jul 2023 | S$18.2b | S$13.3b | S$440.1m | 10.6x | 41.4x | 1.4x |
| Fri, 16 Jun 2023 | S$16.4b | S$13.4b | S$446.9m | 10.9x | 36.8x | 1.2x |
36.8x
Which industries have driven the changes within the Singaporean Industrials industry?
| SG Market | -2.33% | |
| Industrials | -4.87% | |
| Machinery | -6.54% | |
| Construction Machinery and Vehicles | -6.21% | |
| Industrial Machinery | -10.84% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| G50 Grand Banks Yachts | S$0.70 | 2.2% +S$2.8m | 45.4% | PE9.7x | |
| 5EB CFM Holdings | S$0.06 | 17.6% +S$1.8m | -24.1% | PS0.5x | |
| BTX Anchun International Holdings | S$0.47 | 3.3% +S$695.3k | 22.4% | PE7.8x | |
| 508 Fuji Offset Plates Manufacturing | S$0.73 | 1.4% +S$549.1k | -22.3% | PE48.4x | |
| B49 World Precision Machinery | S$0.12 | 0.8% +S$400.0k | -37.5% | PS0.4x |