Trematon Capital Investments (JSE:TMT) Will Pay A Smaller Dividend Than Last Year
Dec 18
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South African (JSE) Real Estate Industry Analysis
UpdatedJan 17, 2025
DataAggregated Company Financials
Companies10
- 7D-1.9%
- 3M-1.5%
- 1Y26.2%
- YTD-3.2%
Over the last 7 days, the Real Estate industry has dropped 1.9%, driven by a pullback from MAS of 7.8%. On the other hand Trematon Capital Investments is actually up 17%. In the past year, the industry has gained 26%. As for the next few years, earnings are forecast to decline by 2.1% per annum.
Industry Valuation and Performance
Has the South African Real Estate Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 17 Jan 2025 | R150.7b | R30.8b | R26.9b | 4.2x | 5.6x | 4.9x |
| Sun, 15 Dec 2024 | R157.2b | R30.2b | R26.2b | 3.7x | 6x | 5.2x |
| Tue, 12 Nov 2024 | R149.1b | R30.4b | R26.9b | 4x | 5.5x | 4.9x |
| Thu, 10 Oct 2024 | R152.7b | R30.8b | R27.0b | 4x | 5.7x | 5x |
| Sat, 07 Sep 2024 | R154.7b | R31.3b | R27.5b | 4.9x | 5.6x | 4.9x |
| Mon, 05 Aug 2024 | R161.4b | R30.1b | R28.2b | 5.1x | 5.7x | 5.4x |
| Wed, 03 Jul 2024 | R154.2b | R30.0b | R28.5b | 5.3x | 5.4x | 5.1x |
| Fri, 31 May 2024 | R151.9b | R30.2b | R28.6b | 5.7x | 5.3x | 5x |
| Sun, 28 Apr 2024 | R147.0b | R30.5b | R27.9b | 5.3x | 5.3x | 4.8x |
| Tue, 26 Mar 2024 | R151.9b | R30.8b | R28.3b | 5.6x | 5.4x | 4.9x |
| Thu, 22 Feb 2024 | R139.7b | R28.8b | R21.2b | 6.8x | 6.6x | 4.9x |
| Sat, 20 Jan 2024 | R129.2b | R29.0b | R21.4b | 6.6x | 6x | 4.5x |
| Mon, 18 Dec 2023 | R125.6b | R28.3b | R20.9b | 6.3x | 6x | 4.4x |
| Wed, 15 Nov 2023 | R113.1b | R28.1b | R20.5b | 6.4x | 5.5x | 4x |
| Fri, 13 Oct 2023 | R108.1b | R28.2b | R20.4b | 5.8x | 5.3x | 3.8x |
| Sun, 10 Sep 2023 | R117.4b | R28.5b | R20.7b | 6.4x | 5.7x | 4.1x |
| Tue, 08 Aug 2023 | R120.0b | R25.8b | R15.9b | 6.5x | 7.6x | 4.6x |
| Thu, 06 Jul 2023 | R118.5b | R25.7b | R15.8b | 6.5x | 7.5x | 4.6x |
| Sat, 03 Jun 2023 | R121.8b | R26.0b | R16.5b | 5.1x | 7.4x | 4.7x |
| Mon, 01 May 2023 | R118.9b | R25.9b | R16.1b | 4.6x | 7.4x | 4.6x |
| Wed, 29 Mar 2023 | R110.0b | R24.7b | R14.6b | 4.6x | 7.6x | 4.5x |
| Fri, 24 Feb 2023 | R98.0b | R18.4b | R10.6b | 3.9x | 9.3x | 5.3x |
| Sun, 22 Jan 2023 | R98.3b | R17.8b | R10.2b | 4.5x | 9.6x | 5.5x |
| Tue, 20 Dec 2022 | R95.1b | R17.7b | R10.1b | 4.9x | 9.4x | 5.4x |
| Thu, 17 Nov 2022 | R90.4b | R17.0b | R10.0b | 4.3x | 9.1x | 5.3x |
| Sat, 15 Oct 2022 | R79.5b | R16.9b | R9.7b | 5.5x | 8.2x | 4.7x |
| Mon, 12 Sep 2022 | R86.9b | R16.5b | R9.4b | 7.1x | 9.2x | 5.3x |
| Wed, 10 Aug 2022 | R79.2b | R14.3b | R7.3b | 8.1x | 10.8x | 5.6x |
| Fri, 08 Jul 2022 | R75.2b | R14.3b | R7.3b | 8.1x | 10.2x | 5.3x |
| Sun, 05 Jun 2022 | R77.1b | R13.8b | R5.7b | 8.8x | 13.5x | 5.6x |
| Tue, 03 May 2022 | R80.3b | R13.7b | R5.8b | 9.2x | 13.9x | 5.9x |
| Thu, 31 Mar 2022 | R91.6b | R15.8b | R4.6b | 9.2x | 19.7x | 5.8x |
| Sat, 26 Feb 2022 | R89.2b | R19.2b | R4.8b | 5.5x | 18.7x | 4.6x |
| Mon, 24 Jan 2022 | R95.3b | R18.7b | R3.4b | 5.9x | 28.3x | 5.1x |
Price to Earnings Ratio
28.3x
Current Industry PE
- Investors are pessimistic on the South African Real Estate 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 5.6x which is lower than its 3-year average PE of 8.7x.
- The industry is trading close to its 3-year average PS ratio of 5.0x.
Past Earnings Growth
- The earnings for companies in the Real Estate industry have grown 100% per year over the last three years.
- Revenues for these companies have grown 18% per year.
- This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.
Industry Trends
Which industries have driven the changes within the South African Real Estate industry?
| ZA Market | -0.25% | |
| Real Estate | -2.03% | |
| Real Estate | -1.91% | |
| Diversified Real Estate | 0% | |
| Real Estate Services | 0% | |
| Real Estate Operating Companies | -1.91% | |
| Real Estate Development | -2.40% | |
Industry PE
- Investors are most optimistic about the Real Estate Operating Companies industry even though it's trading below its 3-year average PE ratio of 9.0x.
- Analysts are expecting annual earnings decline of 2.1%, which is lower than the prior year's growth of 94.6% per year.
- Investors are most pessimistic about the Real Estate Development industry, which is trading close to its 3-year average of 2.7x.
Forecasted Growth
- Analysts are most optimistic on the Real Estate Development industry, expecting annual earnings growth of 12% over the next 5 years.
- This is better than its past earnings growth rate of 3.7% per year.
- In contrast, the Real Estate Operating Companies industry is expected to see its earnings decline by 2.1% 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 | |
|---|---|---|---|---|---|
| TMT Trematon Capital Investments | R2.34 | 17.0% +R75.7m | -6.4% | PS0.9x | |
| PPR Putprop | R3.83 | 16.1% +R22.5m | 17.8% | PE4.2x | |
| ANI Afine Investments | R4.30 | 7.0% +R20.3m | -11.3% | PE4.5x | |
| CPP Collins Property Group | R10.30 | 0.3% +R9.9m | 35.5% | PE2.8x |
