A Look At The Intrinsic Value Of CapitaLand India Trust (SGX:CY6U)
Sep 27
Singaporean (SGX) Real Estate Operating Companies Industry Analysis
UpdatedSep 28, 2023
DataAggregated Company Financials
Companies12
- 7D-2.9%
- 3M-9.7%
- 1Y-14.7%
- YTD-19.8%
Over the last 7 days, the Real Estate Operating Companies industry has dropped 2.0%, driven by a pullback from CapitaLand Investment of 4.1%. On the other hand HGH Holdings is actually up 10.0%. However, the industry is down 17% over the past year. As for the next few years, earnings are expected to grow by 36% per annum.
Industry Valuation and Performance
Has the Singaporean Real Estate Operating Companies Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 28 Sep 2023 | S$26.5b | S$5.7b | S$782.6m | 12.5x | 33.9x | 4.6x |
| Sat, 26 Aug 2023 | S$27.5b | S$5.7b | S$753.5m | 14.3x | 36.4x | 4.8x |
| Mon, 24 Jul 2023 | S$29.1b | S$5.9b | S$1.5b | 15.3x | 19.8x | 4.9x |
| Wed, 21 Jun 2023 | S$29.5b | S$5.9b | S$1.5b | 15.3x | 20x | 5x |
| Fri, 19 May 2023 | S$30.8b | S$5.9b | S$1.5b | 14.1x | 20.8x | 5.2x |
| Sun, 16 Apr 2023 | S$32.2b | S$5.9b | S$1.5b | 12.9x | 21.6x | 5.4x |
| Tue, 14 Mar 2023 | S$30.5b | S$5.9b | S$1.5b | 14.4x | 20.4x | 5.2x |
| Thu, 09 Feb 2023 | S$34.4b | S$5.7b | S$2.2b | 14.4x | 15.5x | 6x |
| Sat, 07 Jan 2023 | S$32.8b | S$5.7b | S$2.2b | 15.3x | 14.8x | 5.7x |
| Mon, 05 Dec 2022 | S$31.4b | S$5.7b | S$2.2b | 15.3x | 14.1x | 5.5x |
| Wed, 02 Nov 2022 | S$27.9b | S$5.7b | S$2.2b | 14.7x | 12.6x | 4.9x |
| Fri, 30 Sep 2022 | S$30.5b | S$5.7b | S$2.2b | 15.3x | 13.7x | 5.3x |
| Sun, 28 Aug 2022 | S$33.6b | S$5.7b | S$2.3b | 15.3x | 14.9x | 5.9x |
| Tue, 26 Jul 2022 | S$34.4b | S$5.4b | S$1.3b | 17.5x | 25.6x | 6.4x |
| Thu, 23 Jun 2022 | S$33.3b | S$5.4b | S$1.3b | 17.3x | 24.8x | 6.2x |
| Sat, 21 May 2022 | S$34.3b | S$5.4b | S$1.3b | 14.9x | 27x | 6.4x |
| Mon, 18 Apr 2022 | S$35.3b | S$5.4b | S$1.2b | 15.5x | 28.3x | 6.6x |
| Wed, 16 Mar 2022 | S$33.2b | S$5.4b | S$1.2b | 14.1x | 26.6x | 6.2x |
| Fri, 11 Feb 2022 | S$35.7b | S$4.7b | -S$2,065,474,897.00 | 36.6x | -17.3x | 7.5x |
| Sun, 09 Jan 2022 | S$16.1b | S$2.8b | -S$1,595,055,302.00 | 35.1x | -10.1x | 5.7x |
| Tue, 07 Dec 2021 | S$16.1b | S$2.8b | -S$1,595,055,302.00 | 35x | -10.1x | 5.7x |
| Thu, 04 Nov 2021 | S$16.5b | S$2.8b | -S$1,585,423,302.00 | 28.5x | -10.4x | 5.8x |
| Sat, 02 Oct 2021 | S$14.7b | S$2.8b | -S$1,585,423,302.00 | 28.5x | -9.3x | 5.2x |
| Mon, 30 Aug 2021 | S$13.4b | S$2.8b | -S$1,585,423,302.00 | 29.1x | -8.5x | 4.7x |
| Tue, 06 Jul 2021 | S$14.6b | S$2.8b | -S$1,585,423,302.00 | 29.5x | -9.2x | 5.2x |
| Fri, 09 Apr 2021 | S$15.1b | S$2.8b | -S$2,065,289,302.00 | 26.3x | -7.3x | 5.4x |
| Thu, 31 Dec 2020 | S$13.0b | S$2.8b | -S$2,515,994,802.00 | 17.1x | -5.2x | 4.7x |
| Sun, 04 Oct 2020 | S$11.9b | S$2.9b | -S$1,972,575,723.00 | 10.2x | -6x | 4.1x |
Price to Earnings Ratio
-6x
Current Industry PE
- Investors are optimistic on the Singaporean Real Estate Operating Companies industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 34.1x which is higher than its 3-year average PE of 5.7x.
- The 3-year average PS ratio of 5.5x is higher than the industry's current PS ratio of 4.7x.
Past Earnings Growth
- Total earnings for the Real Estate Operating Companies industry have gone up over the last three years, and the industry is now profitable. Revenues have grown 25% per year.
- This means that more sales are being generated by the industry overall, and subsequently profits are increasing too.
Industry Comparison
How does Singaporean Real Estate Operating Companies compare with similar industries?
| SG Market | -1.27% | |
| Real Estate | -2.80% | |
| Real Estate | -2.17% | |
| Real Estate Operating Companies | -2.91% | |
| Real Estate Development | -1.09% | |
| Diversified Real Estate | -1.71% | |
| Real Estate Services | -3.67% | |
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| H78 Hongkong Land Holdings | US$3.61 | 5.9% +US$438.5m | -18.9% | PS3.9x | |
| 41O LHN | S$0.34 | 6.3% +S$8.2m | 23.6% | PE4.5x | |
| 5GZ HGH Holdings | S$0.011 | 10.0% +S$1.8m | -15.4% | PS0.9x | |
| F86 MYP | S$0.043 | 2.4% +S$1.6m | -29.5% | PE38.6x |
