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Jun 13
Malaysian (KLSE) Air Freight and Logistics Industry Analysis
UpdatedJun 14, 2024
DataAggregated Company Financials
Companies11
- 7D0.4%
- 3M3.8%
- 1Y4.1%
- YTDn/a
In the last week, the Air Freight and Logistics industry is up 5.6%, with Tiong Nam Logistics Holdings Berhad leading the way, up 6.7%. This takes the industry's 12 month performance to a gain of 6.0%. As for the next few years, earnings are expected to grow by 15% per annum.
Industry Valuation and Performance
Has the Malaysian Air Freight and Logistics Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 15 Jun 2024 | RM3.8b | RM6.0b | RM24.6m | 13.3x | 152.3x | 0.6x |
| Mon, 13 May 2024 | RM3.6b | RM6.0b | RM25.9m | 13.8x | 138.4x | 0.6x |
| Wed, 10 Apr 2024 | RM3.5b | RM6.0b | RM29.0m | 12.5x | 121.6x | 0.6x |
| Fri, 08 Mar 2024 | RM3.6b | RM6.0b | RM29.0m | 14.8x | 124.3x | 0.6x |
| Sun, 04 Feb 2024 | RM3.5b | RM5.8b | -RM38,741,623.00 | 13.1x | -91.6x | 0.6x |
| Tue, 02 Jan 2024 | RM3.5b | RM5.9b | -RM32,125,623.00 | 12.9x | -109.6x | 0.6x |
| Thu, 30 Nov 2023 | RM6.5b | RM6.1b | -RM34,103,884.00 | 13.2x | -191x | 1.1x |
| Sat, 28 Oct 2023 | RM6.8b | RM6.4b | -RM30,089,817.00 | 11.7x | -224.9x | 1.1x |
| Mon, 25 Sep 2023 | RM6.7b | RM6.4b | -RM30,089,817.00 | 12.1x | -221.2x | 1x |
| Wed, 23 Aug 2023 | RM7.1b | RM6.5b | RM2.2m | 11.4x | 3300.5x | 1.1x |
| Fri, 21 Jul 2023 | RM7.0b | RM6.7b | RM12.8m | 11.9x | 542.4x | 1x |
| Sun, 18 Jun 2023 | RM6.9b | RM6.7b | RM12.8m | 11.8x | 541x | 1x |
| Tue, 16 May 2023 | RM6.6b | RM6.7b | RM2.3m | 74x | 2907.5x | 1x |
| Thu, 13 Apr 2023 | RM6.9b | RM6.8b | RM10.7m | 67x | 643.9x | 1x |
| Sat, 11 Mar 2023 | RM7.0b | RM6.8b | RM10.7m | 72.6x | 655x | 1x |
| Mon, 06 Feb 2023 | RM7.6b | RM6.9b | RM14.7m | 43.7x | 516.8x | 1.1x |
| Wed, 04 Jan 2023 | RM6.1b | RM7.0b | RM3.1m | 42.4x | 1976.5x | 0.9x |
| Fri, 02 Dec 2022 | RM4.8b | RM6.3b | RM23.0m | 9.4x | 208.7x | 0.8x |
| Sun, 30 Oct 2022 | RM4.4b | RM6.2b | RM23.7m | 10.6x | 183.9x | 0.7x |
| Tue, 27 Sep 2022 | RM3.5b | RM6.1b | RM15.3m | 11.4x | 227.4x | 0.6x |
| Thu, 25 Aug 2022 | RM3.8b | RM6.0b | -RM93,703,594.00 | 13.4x | -40.5x | 0.6x |
| Sat, 23 Jul 2022 | RM3.8b | RM5.9b | -RM104,339,130.00 | 11.5x | -36.8x | 0.7x |
| Mon, 20 Jun 2022 | RM3.8b | RM5.9b | -RM104,339,130.00 | 12.2x | -36.3x | 0.6x |
| Wed, 18 May 2022 | RM4.3b | RM5.9b | -RM121,509,328.00 | 13.2x | -35.6x | 0.7x |
| Fri, 15 Apr 2022 | RM4.7b | RM5.8b | -RM131,846,195.00 | 17x | -35.9x | 0.8x |
| Sun, 13 Mar 2022 | RM4.3b | RM5.8b | -RM131,846,714.00 | 14.7x | -32.4x | 0.7x |
| Tue, 08 Feb 2022 | RM5.0b | RM5.2b | -RM335,108,348.00 | 38.4x | -14.9x | 1x |
| Thu, 06 Jan 2022 | RM5.1b | RM5.0b | -RM332,324,348.00 | 39.9x | -15.3x | 1x |
| Sat, 04 Dec 2021 | RM4.1b | RM5.0b | -RM332,324,348.00 | 40.9x | -12.4x | 0.8x |
| Mon, 01 Nov 2021 | RM4.6b | RM5.1b | -RM324,649,348.00 | 68.7x | -14.1x | 0.9x |
| Wed, 29 Sep 2021 | RM4.1b | RM5.0b | -RM328,335,156.00 | 60.8x | -12.6x | 0.8x |
| Fri, 27 Aug 2021 | RM4.2b | RM4.9b | -RM320,670,162.00 | 46.1x | -13.2x | 0.9x |
| Sat, 03 Jul 2021 | RM4.3b | RM4.9b | -RM320,670,162.00 | 42.5x | -13.5x | 0.9x |
Price to Earnings Ratio
-13.5x
Current Industry PE
- Investors are pessimistic on the Malaysian Air Freight and Logistics 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 156x which is lower than its 3-year average PE of 212x.
- The industry is trading close to its 3-year average PS ratio of 0.83x.
Past Earnings Growth
- Total earnings for the Air Freight and Logistics industry have gone up over the last three years, and the industry is now profitable. Revenues have grown 6.8% per year.
- This means that more sales are being generated by the industry overall, and subsequently profits are increasing too.
Industry Comparison
How does Malaysian Air Freight and Logistics compare with similar industries?
| MY Market | 1.15% | |
| Industrials | 2.50% | |
| Logistics | 0.39% | |
| Air Freight and Logistics | 0.39% | |
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 | |
|---|---|---|---|---|---|
| GDEX GDEX Berhad | RM0.17 | 3.0% +RM27.7m | -10.5% | PS2.4x | |
| TNLOGIS Tiong Nam Logistics Holdings Berhad | RM0.88 | 2.9% +RM12.9m | 27.5% | PE8x | |
| CJCEN CJ Century Logistics Holdings Berhad | RM0.35 | 2.9% +RM5.8m | -17.6% | PE20.3x | |
| AGX AGX Group Berhad | RM0.33 | 3.2% +RM4.3m | n/a | PE14.4x | |
| ARKA Arka Berhad | RM2.11 | 2.9% +RM3.9m | 9.9% | PS3.5x |
