Keppel Infrastructure Trust's (SGX:A7RU) Share Price Could Signal Some Risk
Aug 27
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Singaporean (SGX) Materials Sector Analysis
UpdatedSep 15, 2025
DataAggregated Company Financials
Companies29
- 7D3.9%
- 3M21.7%
- 1Y19.1%
- YTD18.4%
Over the last 7 days, the Materials industry has risen 3.9%, driven by gains in Keppel Infrastructure Trust and CNMC Goldmine Holdings of 2.2% and 17%, respectively. This takes the industry's 12 month performance to a gain of 19%. Looking forward, earnings are forecast to decline by 21% per year.
Sector Valuation and Performance
Has the Singaporean Materials Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 15 Sep 2025 | S$7.4b | S$8.0b | S$224.9m | 14.1x | 32.9x | 0.9x |
| Wed, 13 Aug 2025 | S$6.7b | S$7.9b | S$224.8m | 13.4x | 29.8x | 0.9x |
| Fri, 11 Jul 2025 | S$6.4b | S$7.8b | S$387.8m | 13.3x | 16.5x | 0.8x |
| Sun, 08 Jun 2025 | S$6.0b | S$7.8b | S$387.8m | 12.8x | 15.5x | 0.8x |
| Tue, 06 May 2025 | S$5.9b | S$7.8b | S$196.9m | 11.3x | 30.1x | 0.8x |
| Thu, 03 Apr 2025 | S$6.1b | S$7.8b | S$201.8m | 11.3x | 30.2x | 0.8x |
| Sat, 01 Mar 2025 | S$6.2b | S$7.8b | S$124.0m | 12.1x | 50.3x | 0.8x |
| Mon, 27 Jan 2025 | S$6.2b | S$7.5b | S$98.1m | 15.7x | 63.4x | 0.8x |
| Wed, 25 Dec 2024 | S$6.2b | S$7.5b | S$100.9m | 14.4x | 61.4x | 0.8x |
| Fri, 22 Nov 2024 | S$6.2b | S$7.5b | S$100.6m | 15.1x | 61.3x | 0.8x |
| Sun, 20 Oct 2024 | S$6.4b | S$7.5b | S$95.3m | 14.3x | 67.5x | 0.9x |
| Tue, 17 Sep 2024 | S$6.2b | S$7.5b | S$97.0m | 14.3x | 63.8x | 0.8x |
| Thu, 15 Aug 2024 | S$5.8b | S$7.5b | S$111.0m | 10.4x | 52x | 0.8x |
| Sat, 13 Jul 2024 | S$6.2b | S$7.6b | S$181.1m | 12.4x | 34.1x | 0.8x |
| Mon, 10 Jun 2024 | S$5.9b | S$7.6b | S$180.4m | 12.8x | 32.9x | 0.8x |
| Wed, 08 May 2024 | S$6.0b | S$7.6b | S$172.3m | 15.7x | 35x | 0.8x |
| Fri, 05 Apr 2024 | S$6.2b | S$7.7b | S$158.4m | 13.2x | 39.2x | 0.8x |
| Sun, 03 Mar 2024 | S$6.3b | S$7.7b | S$137.1m | 12.1x | 45.7x | 0.8x |
| Tue, 30 Jan 2024 | S$4.5b | S$9.6b | S$34.5m | 11.5x | 130.2x | 0.5x |
| Thu, 28 Dec 2023 | S$4.7b | S$9.6b | S$37.2m | 10.8x | 125.2x | 0.5x |
| Sat, 25 Nov 2023 | S$4.7b | S$9.6b | S$37.8m | 10x | 123.9x | 0.5x |
| Mon, 23 Oct 2023 | S$4.7b | S$9.7b | S$68.2m | 8.6x | 68.9x | 0.5x |
| Wed, 20 Sep 2023 | S$4.9b | S$9.7b | S$67.1m | 10.6x | 72.4x | 0.5x |
| Fri, 18 Aug 2023 | S$4.9b | S$10.4b | S$93.2m | 10.1x | 52.5x | 0.5x |
| Sun, 16 Jul 2023 | S$5.1b | S$11.1b | S$861.9m | 9.5x | 6x | 0.5x |
| Tue, 13 Jun 2023 | S$5.5b | S$11.2b | S$863.8m | 9x | 6.3x | 0.5x |
| Thu, 11 May 2023 | S$5.6b | S$11.3b | S$935.0m | 8.5x | 5.9x | 0.5x |
| Sat, 08 Apr 2023 | S$5.9b | S$11.3b | S$939.6m | 9.3x | 6.2x | 0.5x |
| Mon, 06 Mar 2023 | S$5.7b | S$11.8b | S$949.8m | 9.3x | 6x | 0.5x |
| Wed, 01 Feb 2023 | S$5.7b | S$11.0b | S$1.3b | 10.9x | 4.4x | 0.5x |
| Fri, 30 Dec 2022 | S$5.6b | S$11.1b | S$1.3b | 11.1x | 4.3x | 0.5x |
| Sun, 27 Nov 2022 | S$5.5b | S$11.1b | S$1.3b | 9.9x | 4.2x | 0.5x |
| Tue, 25 Oct 2022 | S$5.4b | S$11.3b | S$1.3b | 9.6x | 4.1x | 0.5x |
| Thu, 22 Sep 2022 | S$6.3b | S$11.3b | S$1.3b | 8.8x | 4.7x | 0.6x |
Price to Earnings Ratio
4.7x
Current Industry PE
- Investors are pessimistic on the Singaporean Materials industry, indicating that they anticipate long term growth rates will be lower than they have historically.
- The industry is trading at a PE ratio of 32.9x which is lower than its 3-year average PE of 39.8x.
- The industry is trading close to its 3-year average PS ratio of 0.66x.
Past Earnings Growth
- The earnings for companies in the Materials industry have declined 45% per year over the last three years,
- Revenues have also declined 11% per year.
- This means overall sales from these companies are declining and profits are subsequently falling as well.
Industry Trends
Which industries have driven the changes within the Singaporean Materials sector?
| SG Market | 1.18% | |
| Materials | 3.90% | |
| Metals and Mining | 6.47% | |
| Paper and Forestry Products | 5.98% | |
| Basic Materials | 4.59% | |
| Chemicals | 2.93% | |
| Packaging | 0.71% | |
Industry PE
- Investors are most optimistic about the Paper and Forestry Products industry which is trading above its 3-year average PE ratio of 10.3x.
- It looks like they are confident that earnings will grow faster in the future than they have historically.
Forecasted Growth
- Analysts are most optimistic on the Metals and Mining industry, expecting annual earnings growth of 24% over the next 5 years.
- This is better than its past earnings growth rate of 11% per year.
- In contrast, the Chemicals industry is expected to see its earnings decline by 25% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| KUO International Cement Group | S$0.05 | 25.0% +S$57.3m | 150.0% | PE20.4x | |
| 5TP CNMC Goldmine Holdings | S$0.97 | 9.0% +S$32.4m | 304.2% | PE14.5x | |
| A7RU Keppel Infrastructure Trust | S$0.46 | 1.1% +S$30.4m | 0% | PE19.2x | |
| 5F7 Wilton Resources | S$0.021 | 110.0% +S$28.9m | 133.3% | PS526x | |
| S20 Straits Trading | S$1.67 | 3.1% +S$23.4m | 18.4% | PS1.2x |
