Spur (JSE:SUR) Is Increasing Its Dividend To ZAR1.10
Sep 08
South African (JSE) Hospitality Industry Analysis
UpdatedSep 24, 2023
DataAggregated Company Financials
Companies8
- 7D2.7%
- 3M6.2%
- 1Y16.5%
- YTD7.6%
In the last week, the Hospitality industry is up 2.7%, with Sun International up 6.8%. This takes the industry's 12 month performance to a gain of 17%.
Industry Valuation and Performance
Has the South African Hospitality Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 24 Sep 2023 | R43.1b | R40.8b | R4.1b | 11.2x | 10.5x | 1.1x |
| Tue, 22 Aug 2023 | R40.6b | R39.7b | R3.9b | 11.5x | 10.3x | 1x |
| Thu, 20 Jul 2023 | R39.1b | R39.5b | R3.9b | 10.4x | 9.9x | 1x |
| Sat, 17 Jun 2023 | R41.6b | R39.5b | R3.9b | 10.8x | 10.6x | 1.1x |
| Mon, 15 May 2023 | R40.0b | R37.7b | R3.5b | 12.8x | 11.5x | 1.1x |
| Wed, 12 Apr 2023 | R43.0b | R37.7b | R3.5b | 12.4x | 12.3x | 1.1x |
| Fri, 10 Mar 2023 | R39.7b | R35.7b | R3.5b | 12.7x | 11.4x | 1.1x |
| Sun, 05 Feb 2023 | R40.1b | R34.9b | R3.3b | 15x | 12.2x | 1.2x |
| Tue, 03 Jan 2023 | R40.2b | R34.9b | R3.3b | 15x | 12.2x | 1.2x |
| Thu, 01 Dec 2022 | R40.8b | R33.3b | R2.8b | 14.3x | 14.6x | 1.2x |
| Sat, 29 Oct 2022 | R37.8b | R31.7b | R2.5b | 13.9x | 15.4x | 1.2x |
| Mon, 26 Sep 2022 | R37.3b | R32.7b | R2.3b | 16x | 16.3x | 1.1x |
| Wed, 24 Aug 2022 | R36.2b | R30.9b | R1.6b | 16.6x | 22.3x | 1.2x |
| Fri, 22 Jul 2022 | R35.5b | R29.5b | R1.6b | 17.2x | 21.8x | 1.2x |
| Sun, 19 Jun 2022 | R34.9b | R29.2b | R2.5b | 10.8x | 13.7x | 1.2x |
| Tue, 17 May 2022 | R34.9b | R27.2b | R1.3b | 13.4x | 27x | 1.3x |
| Thu, 14 Apr 2022 | R35.8b | R27.2b | R1.3b | 13.7x | 27x | 1.3x |
| Sat, 12 Mar 2022 | R34.3b | R27.0b | R1.2b | 14.1x | 29x | 1.3x |
| Mon, 07 Feb 2022 | R37.3b | R26.7b | R625.9m | 17.2x | 59.6x | 1.4x |
| Wed, 05 Jan 2022 | R38.6b | R24.4b | -R257,728,428.00 | 36x | -149.6x | 1.6x |
| Fri, 03 Dec 2021 | R34.1b | R24.4b | -R255,097,292.00 | 31.4x | -133.8x | 1.4x |
| Sun, 31 Oct 2021 | R40.2b | R23.7b | -R270,159,147.00 | 37x | -148.8x | 1.7x |
| Tue, 28 Sep 2021 | R31.3b | R22.3b | -R1,865,106,127.00 | 34.4x | -16.8x | 1.4x |
| Thu, 26 Aug 2021 | R30.6b | R22.2b | -R2,253,889,993.44 | 257.2x | -13.6x | 1.4x |
| Fri, 02 Jul 2021 | R28.0b | R22.2b | -R2,253,889,993.44 | 214x | -12.4x | 1.3x |
| Mon, 05 Apr 2021 | R24.5b | R21.4b | -R2,639,389,993.44 | 323.8x | -9.3x | 1.1x |
| Thu, 07 Jan 2021 | R19.8b | R22.2b | -R4,460,736,493.44 | n/a | -4.4x | 0.9x |
| Wed, 30 Sep 2020 | R14.3b | R21.2b | -R3,780,359,389.97 | 32.5x | -3.8x | 0.7x |
Price to Earnings Ratio
-3.8x
Current Industry PE
- Investors are pessimistic on the South African Hospitality 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 10.5x which is higher than its 3-year average PE of -1.4x.
- The industry is trading close to its 3-year average PS ratio of 1.2x.
Past Earnings Growth
- Total earnings for the Hospitality industry have gone up over the last three years, and the industry is now profitable. Revenues have grown 24% per year.
- This means that more sales are being generated by the industry overall, and subsequently profits are increasing too.
Industry Trends
Which industries have driven the changes within the South African Consumer Discretionary industry?
| ZA Market | -0.61% | |
| Consumer Discretionary | -0.88% | |
| Hospitality | 2.69% | |
| Casinos and Gaming | 4.64% | |
| Hotels, Resorts and Cruise Lines | 1.06% | |
| Leisure Facilities | 0% | |
| Restaurants | -0.19% | |
Industry PE
- Investors are most optimistic about the Restaurants industry which is trading above its 3-year average PE ratio.
- It looks like they are confident that earnings will grow faster in the future than they have historically.
- Investors are most pessimistic about the Casinos and Gaming industry, which is trading below its 3-year average of 18.9x.
Forecasted GrowthThere is insufficient data on the sub-industries of this industry.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| SUI Sun International | R42.18 | 6.8% +R658.4m | 34.3% | PE14x | |
| TSG Tsogo Sun | R12.65 | 3.0% +R386.4m | 2.0% | PE7.6x | |
| SSU Southern Sun | R4.85 | 1.0% +R71.5m | 34.3% | PE9.4x | |
| CLH City Lodge Hotels | R4.55 | 1.1% +R30.2m | 16.7% | PE16.8x | |
| SUR Spur | R27.92 | 1.2% +R26.8m | 19.3% | PE10.7x |