Narrative Update • Jun 10

Over the last 7 days, the Machinery industry has dropped 3.1%, driven by a pullback from Yangzijiang Shipbuilding (Holdings) of 2.5%. In the past year, the industry has gained 38%. 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 |
|---|---|---|---|---|---|---|
| Sun, 14 Jun 2026 | S$25.5b | S$24.9b | S$2.3b | 15.1x | 11.2x | 1x |
| Tue, 12 May 2026 | S$29.0b | S$24.9b | S$2.2b | 12.6x | 12.9x | 1.2x |
| Thu, 09 Apr 2026 | S$29.3b | S$24.9b | S$2.2b | 11x | 13.1x | 1.2x |
| Sat, 07 Mar 2026 | S$29.5b | S$24.9b | S$2.2b | 10.9x | 13.2x | 1.2x |
| Mon, 02 Feb 2026 | S$25.7b | S$23.4b | S$2.0b | 18.2x | 13x | 1.1x |
| Wed, 31 Dec 2025 | S$25.2b | S$23.4b | S$2.0b | 15.1x | 12.7x | 1.1x |
| Fri, 28 Nov 2025 | S$24.6b | S$23.4b | S$2.0b | 15.2x | 12.5x | 1.1x |
| Sun, 26 Oct 2025 | S$25.6b | S$23.5b | S$2.0b | 14.3x | 13x | 1.1x |
| Tue, 23 Sep 2025 | S$25.2b | S$23.5b | S$2.0b | 14.4x | 12.9x | 1.1x |
| Thu, 21 Aug 2025 | S$22.8b | S$23.4b | S$1.9b | 11.7x | 11.7x | 1x |
| Sat, 19 Jul 2025 | S$21.1b | S$21.4b | S$1.7b | 14.3x | 12.8x | 1x |
| Mon, 16 Jun 2025 | S$18.8b | S$21.4b | S$1.6b | 13x | 11.5x | 0.9x |
| Wed, 14 May 2025 | S$18.6b | S$21.5b | S$1.8b | 12.7x | 10.2x | 0.9x |
| Fri, 11 Apr 2025 | S$16.1b | S$21.5b | S$1.8b | 10.8x | 8.8x | 0.8x |
| Sun, 09 Mar 2025 | S$19.4b | S$21.5b | S$1.8b | 11.4x | 10.5x | 0.9x |
| Tue, 04 Feb 2025 | S$22.0b | S$20.7b | -S$293,322,001.47 | 11.4x | -75.1x | 1.1x |
| Thu, 02 Jan 2025 | S$21.5b | S$20.6b | -S$304,153,520.48 | 11.5x | -70.8x | 1x |
| Sat, 30 Nov 2024 | S$18.6b | S$20.6b | -S$318,271,967.24 | 10.3x | -58.5x | 0.9x |
| Mon, 28 Oct 2024 | S$19.4b | S$20.6b | -S$296,106,259.63 | 10.2x | -65.4x | 0.9x |
| Wed, 25 Sep 2024 | S$19.1b | S$20.5b | -S$305,191,321.46 | 10.6x | -62.7x | 0.9x |
| Fri, 23 Aug 2024 | S$17.6b | S$20.6b | -S$310,074,969.72 | 8.2x | -56.7x | 0.9x |
| Sun, 21 Jul 2024 | S$16.6b | S$18.9b | -S$897,625,893.82 | 10.2x | -18.5x | 0.9x |
| Tue, 18 Jun 2024 | S$17.9b | S$18.9b | -S$896,545,527.64 | 9.1x | -19.9x | 0.9x |
| Thu, 16 May 2024 | S$14.9b | S$19.4b | -S$1,053,231,529.31 | 9x | -14.2x | 0.8x |
| Sat, 13 Apr 2024 | S$15.1b | S$19.5b | -S$1,046,317,544.59 | 9.1x | -14.4x | 0.8x |
| Mon, 11 Mar 2024 | S$16.1b | S$15.9b | S$571.7m | 9.6x | 28.1x | 1x |
| Wed, 07 Feb 2024 | S$15.3b | S$15.5b | S$415.3m | 10.2x | 37x | 1x |
| Fri, 05 Jan 2024 | S$16.1b | S$15.4b | S$409.7m | 9.8x | 39.4x | 1x |
| Sun, 03 Dec 2023 | S$15.0b | S$15.4b | S$412.8m | 9.5x | 36.4x | 1x |
| Tue, 31 Oct 2023 | S$15.6b | S$15.4b | S$389.6m | 10.3x | 40.1x | 1x |
| Thu, 28 Sep 2023 | S$17.9b | S$15.5b | S$392.1m | 11.1x | 45.7x | 1.2x |
| Sat, 26 Aug 2023 | S$19.0b | S$15.4b | S$369.7m | 11.4x | 51.3x | 1.2x |
| Mon, 24 Jul 2023 | S$18.3b | S$13.4b | S$443.0m | 11.5x | 41.2x | 1.4x |
| Wed, 21 Jun 2023 | S$16.5b | S$13.4b | S$446.6m | 10.9x | 37x | 1.2x |
37x
Which industries have driven the changes within the Singaporean Industrials industry?
| SG Market | -0.34% | |
| Industrials | -0.89% | |
| Machinery | -3.06% | |
| Construction Machinery and Vehicles | -3.06% | |
| Industrial Machinery | -3.09% | |
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 | |
| U77 Sarine Technologies | S$0.19 | 1.6% +S$1.0m | -6.8% | PS1.7x | |
| 5RC ES Group (Holdings) | S$0.062 | 5.1% +S$423.6k | 100.0% | PS0.3x |