Singaporean (SGX) Electronic Equipment and Components Industry Analysis
- 7D-2.7%
- 3M-2.0%
- 1Y1.5%
- YTD-2.9%
Over the last 7 days, the Electronic Equipment and Components industry has dropped 1.1%, driven by a decline by Venture of 2.1%. Meanwhile, DISA actually outperformed within the industry, gaining 100% in the last week. This takes the industry's 12 month performance to a gain of 3.2%.
Industry Valuation and Performance
Has the Singaporean Electronic Equipment and Components Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE |
|---|---|---|---|---|
| Sat, 27 Nov 2021 | S$7.8b | S$10.2b | S$495.0m | 9.7x |
| Mon, 25 Oct 2021 | S$8.0b | S$10.0b | S$501.6m | 11.1x |
| Wed, 22 Sep 2021 | S$7.6b | S$10.0b | S$501.1m | 11.2x |
| Fri, 20 Aug 2021 | S$7.9b | S$10.0b | S$501.8m | 9.8x |
| Fri, 04 Jun 2021 | S$8.0b | S$9.6b | S$454.5m | 12.9x |
| Mon, 08 Mar 2021 | S$7.0b | S$8.6b | S$336.6m | 11.9x |
| Thu, 10 Dec 2020 | S$6.8b | S$8.7b | S$306.6m | 15.5x |
| Wed, 02 Sep 2020 | S$7.1b | S$8.8b | S$291.2m | 15.2x |
| Sat, 06 Jun 2020 | S$5.5b | S$9.1b | S$323.1m | 14.5x |
| Tue, 10 Mar 2020 | S$6.1b | S$9.4b | S$334.0m | 14.3x |
| Mon, 02 Dec 2019 | S$6.1b | S$9.8b | S$373.4m | 12.2x |
| Thu, 05 Sep 2019 | S$5.9b | S$10.1b | S$396.2m | 12.1x |
| Sun, 09 Jun 2019 | S$5.5b | S$10.7b | S$457.7m | 11.5x |
| Sat, 02 Mar 2019 | S$6.4b | S$11.0b | S$470.1m | 11.8x |
| Tue, 04 Dec 2018 | S$5.5b | S$11.4b | S$517.8m | 12.7x |
12.7x
Current Industry PE: Investors are relatively neutral on the industry at the moment, considering it's trading close to its 3-year average PE ratio of 13.0x. It appears they believe that earnings will grow in-line with historical growth rates.
Past Earnings Growth: The earnings for companies in the Electronic industry have remained mostly flat over the last three years, while revenues for these companies have declined 3.7% per year. This means that the cost of doing business could be reducing since sales have declined but profits have remained steady.
Industry Trends
Which industries have driven the changes within the Singaporean Electronic Equipment and Components industry?
| Electronic Manufacturing Services | -2.64% | |
| Technology Distributors | -2.82% | |
| Electronic Components | -5.39% | |
| Electronic Equipment and Instruments | -19.56% | |
Industry PE: Investors are most optimistic about the Electronic Equipment and Instruments industry even though it's trading below its 3-year average PE ratio of 44.4x. It looks like they are confident that earnings will grow faster in the future than they have historically. Meanwhile, investors are most pessimistic about the Technology Distributors industry, which is trading below its 3-year average of 14.5x.
Forecasted Growth: Analysts are most optimistic on the Electronic Manufacturing Services industry, expecting annual earnings growth of 10% over the next 5 years. This is better than its past earnings decline of 1.0% per year.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | 7D | 1Y | Valuation | |
|---|---|---|---|---|
| 532 DISA | 100.0%+S$10.1m | 100.0% | PS1x | |
| K29 Karin Technology Holdings | 3.3%+S$2.1m | -1.6% | PE11.7x |