Narrative Update • Jul 10

The Construction Machinery and Vehicles industry has been flat over the last week, but Hong Leong Asia has lost 7.2%. As for the the longer term, the industry is up 32% over the past 12 months. Earnings are forecast to grow by 12% annually.
Has the Singaporean Construction Machinery and Vehicles Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 15 Jul 2026 | S$24.1b | S$23.4b | S$2.3b | 10.4x | 10.6x | 1x |
| Fri, 12 Jun 2026 | S$24.0b | S$23.4b | S$2.3b | 9.9x | 10.6x | 1x |
| Sun, 10 May 2026 | S$27.6b | S$23.3b | S$2.2b | 12.4x | 12.4x | 1.2x |
| Tue, 07 Apr 2026 | S$27.5b | S$23.3b | S$2.2b | 10.9x | 12.4x | 1.2x |
| Thu, 05 Mar 2026 | S$28.4b | S$23.2b | S$2.2b | 10.9x | 12.9x | 1.2x |
| Sat, 31 Jan 2026 | S$24.2b | S$21.5b | S$1.9b | 14.5x | 12.6x | 1.1x |
| Mon, 29 Dec 2025 | S$23.8b | S$21.5b | S$1.9b | 13.1x | 12.3x | 1.1x |
| Wed, 26 Nov 2025 | S$22.9b | S$21.5b | S$1.9b | 10.7x | 11.8x | 1.1x |
| Fri, 24 Oct 2025 | S$23.2b | S$21.5b | S$1.9b | 10x | 12x | 1.1x |
| Sun, 21 Sep 2025 | S$23.9b | S$21.5b | S$1.9b | 10x | 12.5x | 1.1x |
| Tue, 19 Aug 2025 | S$21.3b | S$21.4b | S$1.9b | 10.1x | 11.3x | 1x |
| Thu, 17 Jul 2025 | S$18.8b | S$19.5b | S$1.6b | 10.5x | 11.9x | 1x |
| Sat, 14 Jun 2025 | S$17.5b | S$19.4b | S$1.6b | 10.6x | 11.1x | 0.9x |
| Mon, 12 May 2025 | S$16.7b | S$19.4b | S$1.7b | 9.2x | 9.6x | 0.9x |
| Wed, 09 Apr 2025 | S$14.6b | S$19.6b | S$1.8b | 8.5x | 8.3x | 0.7x |
| Fri, 07 Mar 2025 | S$18.1b | S$19.6b | S$1.8b | 9.1x | 10.2x | 0.9x |
| Sun, 02 Feb 2025 | S$21.0b | S$18.6b | -S$342,679,660.23 | 11.8x | -61.3x | 1.1x |
| Tue, 31 Dec 2024 | S$20.0b | S$18.6b | -S$353,233,698.79 | 11.6x | -56.7x | 1.1x |
| Thu, 28 Nov 2024 | S$17.5b | S$18.6b | -S$355,185,037.84 | 11x | -49.2x | 0.9x |
| Sat, 26 Oct 2024 | S$18.0b | S$18.6b | -S$342,355,853.87 | 10.1x | -52.7x | 1x |
| Mon, 23 Sep 2024 | S$17.8b | S$18.5b | -S$352,949,413.27 | 10.6x | -50.4x | 1x |
| Wed, 21 Aug 2024 | S$16.1b | S$18.5b | -S$354,699,618.45 | 6.7x | -45.3x | 0.9x |
| Fri, 19 Jul 2024 | S$15.3b | S$16.9b | -S$936,244,238.10 | 7.6x | -16.4x | 0.9x |
| Sun, 16 Jun 2024 | S$16.3b | S$17.0b | -S$929,025,304.55 | 7.2x | -17.6x | 1x |
| Tue, 14 May 2024 | S$13.9b | S$16.9b | -S$1,118,243,121.06 | 8x | -12.4x | 0.8x |
| Thu, 11 Apr 2024 | S$14.0b | S$16.9b | -S$1,123,006,132.10 | 7.5x | -12.5x | 0.8x |
| Sat, 09 Mar 2024 | S$14.4b | S$13.3b | S$507.6m | 7.5x | 28.3x | 1.1x |
| Mon, 05 Feb 2024 | S$14.2b | S$12.7b | S$292.8m | 10.2x | 48.4x | 1.1x |
| Wed, 03 Jan 2024 | S$15.2b | S$12.7b | S$289.3m | 10.5x | 52.4x | 1.2x |
| Fri, 01 Dec 2023 | S$13.8b | S$12.7b | S$294.3m | 9.5x | 46.8x | 1.1x |
| Sun, 29 Oct 2023 | S$14.3b | S$12.7b | S$283.0m | 9.8x | 50.5x | 1.1x |
| Tue, 26 Sep 2023 | S$16.7b | S$12.7b | S$281.6m | 10.5x | 59.3x | 1.3x |
| Thu, 24 Aug 2023 | S$16.9b | S$12.6b | S$258.2m | 10.7x | 65.5x | 1.3x |
| Sat, 22 Jul 2023 | S$16.6b | S$10.5b | S$290.4m | 12.2x | 57.3x | 1.6x |
57.3x
How does Singaporean Construction Machinery and Vehicles compare with similar industries?
| SG Market | 2.06% | |
| Industrials | -1.49% | |
| Machinery | 0.96% | |
| Construction Machinery and Vehicles | 1.26% | |
| Industrial Machinery | -3.26% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| BS6 Yangzijiang Shipbuilding (Holdings) | S$3.65 | 6.4% +S$865.8m | 54.0% | PE8.7x | |
| 5E2 Seatrium | S$2.01 | 3.6% +S$237.2m | -9.0% | PE21x | |
| A04 ASL Marine Holdings | S$0.32 | 6.7% +S$20.6m | 400.0% | PE10.9x | |
| 1MZ Nam Cheong | S$1.12 | 4.7% +S$20.1m | 109.3% | PE4.2x |