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South African (JSE) Hospitality Industry Analysis

UpdatedNov 28, 2021
DataAggregated Company Financials
Companies9
  • 7D-1.2%
  • 3M13.1%
  • 1Y59.6%
  • YTD73.8%

Over the last 7 days, the Hospitality industry has dropped 1.2%, driven by pullbacks in Tsogo Sun Gaming and Tsogo Sun Hotels of 3.7% and 7.1%, respectively. This takes the industry's 12 month performance to a gain of 60%.

Industry Valuation and Performance

Has the South African Hospitality Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPE
Tue, 30 Nov 2021R33.3bR24.3b-R274,188,227.0029.4x
Thu, 28 Oct 2021R37.8bR22.7b-R1,900,579,614.0052.2x
Sat, 25 Sep 2021R31.0bR22.3b-R1,865,415,303.0033.4x
Mon, 23 Aug 2021R30.4bR22.2b-R2,253,889,993.44255.3x
Sat, 10 Jul 2021R28.0bR22.2b-R2,253,889,993.44214x
Fri, 02 Apr 2021R24.5bR21.4b-R2,639,389,993.44323.8x
Mon, 04 Jan 2021R19.8bR22.2b-R4,460,736,493.44n/a
Thu, 08 Oct 2020R14.3bR21.2b-R3,780,359,389.9732.5x
Wed, 01 Jul 2020R12.8bR23.6b-R2,306,066,373.1512.5x
Sat, 04 Apr 2020R13.7bR38.0b-R626,440,231.337.7x
Tue, 07 Jan 2020R37.5bR40.4bR1.5b22.4x
Mon, 30 Sep 2019R39.8bR47.7bR2.9b13.1x
Thu, 04 Jul 2019R43.7bR45.9bR2.2b18.2x
Sun, 07 Apr 2019R44.2bR41.3bR1.8b16.3x
Wed, 09 Jan 2019R49.3bR38.8bR938.0m19.8x
PE Ratio

21.1x

Total Market Cap: R49.7bTotal Earnings: R841.9mTotal Revenue: R35.5b0%0%0%3 Year10 Year
201920202021

Current Industry PE: Investors are more pessimistic on the industry, considering it's trading at a PE ratio of 32.1x which is lower than its 3-year average PE of 69.1x. It appears they believe that earnings will not grow as fast as they have historically.

Past Earnings Growth: Total earnings for the Hospitality industry have declined over the last three years, with the industry now making a loss overall. Revenues have declined 12% per year. This means overall sales are declining and profits are subsequently falling as well.

Industry Trends

Which industries have driven the changes within the South African Hospitality industry?

Restaurants3.17%
Casinos and Gaming-1.27%
Hotels, Resorts and Cruise Lines-6.55%

Industry PE: Investors are most optimistic about the Casinos and Gaming industry which is trading above its 3-year average PE ratio of 113x. 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 Restaurants industry, which is trading below its 3-year average of 25.8x.

Forecasted Growth: There 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?

Company7D1YValuation
SUI Sun International2.8%+R174.6m90.6%PE45.7x
GPL Grand Parade Investments11.0%+R163.3m57.6%PS1x
SUR Spur5.1%+R83.1m14.4%PE18.6x
FBR Famous Brands0.8%+R54.1m44.6%PE4.6x
LUX Luxe Holdings72.4%+R18.6m66.7%PS0.1x
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SUR

R20.59

Spur

7D

5.1%

1Y

14.4%