Bangladeshi (DSE) Consumer Discretionary Sector Analysis
UpdatedMay 19, 2024
DataAggregated Company Financials
Companies82
- 7D-3.9%
- 3M-16.5%
- 1Y-33.3%
- YTD-28.2%
Over the last 7 days, the Consumer Discretionary industry has dropped 3.9%, driven by a pullback from Walton Hi-Tech Industries of 2.8%. In contrast, R.N. Spinning Mills has gained 9.4%. The industry has fallen 33% in the last year. Earnings are forecast to grow by 27% annually.
Sector Valuation and Performance
Has the Bangladeshi Consumer Discretionary Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 19 May 2024 | ৳461.9b | ৳314.8b | ৳19.2b | 30.3x | 24.1x | 1.5x |
| Tue, 16 Apr 2024 | ৳495.5b | ৳304.4b | ৳16.8b | 31.7x | 29.5x | 1.6x |
| Thu, 14 Mar 2024 | ৳526.1b | ৳303.1b | ৳16.8b | 33.9x | 31.3x | 1.7x |
| Sat, 10 Feb 2024 | ৳565.9b | ৳305.2b | ৳17.5b | 39.3x | 32.4x | 1.9x |
| Mon, 08 Jan 2024 | ৳610.8b | ৳299.3b | ৳15.1b | 36.1x | 40.3x | 2x |
| Wed, 06 Dec 2023 | ৳621.7b | ৳290.7b | ৳16.1b | 32.2x | 38.5x | 2.1x |
| Fri, 03 Nov 2023 | ৳625.3b | ৳290.1b | ৳18.2b | 29.1x | 34.4x | 2.2x |
| Sun, 01 Oct 2023 | ৳623.8b | ৳304.9b | ৳15.3b | 30.3x | 40.8x | 2x |
| Tue, 29 Aug 2023 | ৳625.4b | ৳311.6b | ৳14.2b | 29.1x | 44.2x | 2x |
| Thu, 27 Jul 2023 | ৳634.8b | ৳311.5b | ৳14.2b | 32.3x | 44.6x | 2x |
| Sat, 24 Jun 2023 | ৳632.8b | ৳309.0b | ৳14.0b | 31.6x | 45.3x | 2x |
| Mon, 22 May 2023 | ৳634.3b | ৳309.3b | ৳14.3b | 30.5x | 44.4x | 2.1x |
| Wed, 19 Apr 2023 | ৳642.3b | ৳318.6b | ৳17.1b | 33.8x | 37.6x | 2x |
| Fri, 17 Mar 2023 | ৳639.9b | ৳317.8b | ৳17.1b | 30.3x | 37.3x | 2x |
| Sun, 12 Feb 2023 | ৳640.9b | ৳318.8b | ৳17.8b | 33.8x | 36.1x | 2x |
| Tue, 10 Jan 2023 | ৳628.2b | ৳323.8b | ৳19.5b | 27.6x | 32.2x | 1.9x |
| Thu, 08 Dec 2022 | ৳628.2b | ৳317.5b | ৳18.7b | 28.7x | 33.7x | 2x |
| Sat, 05 Nov 2022 | ৳637.0b | ৳312.1b | ৳25.2b | 28.1x | 25.3x | 2x |
| Mon, 03 Oct 2022 | ৳639.8b | ৳305.4b | ৳25.3b | 27.8x | 25.3x | 2.1x |
| Wed, 31 Aug 2022 | ৳636.7b | ৳305.4b | ৳25.1b | 32.3x | 25.3x | 2.1x |
| Fri, 29 Jul 2022 | ৳606.3b | ৳304.4b | ৳24.9b | 26.3x | 24.4x | 2x |
| Sun, 26 Jun 2022 | ৳620.1b | ৳303.9b | ৳25.0b | 23.8x | 24.8x | 2x |
| Tue, 24 May 2022 | ৳623.1b | ৳294.6b | ৳24.5b | 25x | 25.4x | 2.1x |
| Thu, 21 Apr 2022 | ৳628.8b | ৳288.1b | ৳23.2b | 27.1x | 27.2x | 2.2x |
| Sat, 19 Mar 2022 | ৳639.2b | ৳288.0b | ৳23.1b | 29.7x | 27.6x | 2.2x |
| Mon, 14 Feb 2022 | ৳647.6b | ৳287.8b | ৳23.0b | 29.4x | 28.2x | 2.3x |
| Wed, 12 Jan 2022 | ৳642.2b | ৳271.1b | ৳22.4b | 27.1x | 28.6x | 2.4x |
| Fri, 10 Dec 2021 | ৳653.8b | ৳260.1b | ৳20.3b | 35.4x | 32.2x | 2.5x |
| Sun, 07 Nov 2021 | ৳651.9b | ৳198.6b | ৳10.5b | 62.3x | 62.1x | 3.3x |
| Tue, 05 Oct 2021 | ৳696.4b | ৳200.3b | ৳10.8b | 68x | 64.2x | 3.5x |
| Thu, 02 Sep 2021 | ৳724.5b | ৳240.7b | ৳6.6b | 54.7x | 110.1x | 3x |
| Sat, 31 Jul 2021 | ৳692.3b | ৳240.7b | ৳6.6b | 53.5x | 105.2x | 2.9x |
Price to Earnings Ratio
108.1x
Current Industry PE
- Investors are pessimistic on the Bangladeshi Consumer Discretionary 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 24.1x which is lower than its 3-year average PE of 42.1x.
- The 3-year average PS ratio of 2.2x is higher than the industry's current PS ratio of 1.5x.
Past Earnings Growth
- The earnings for companies in the Consumer Discretionary industry have grown 50% per year over the last three years.
- Revenues for these companies have grown 9.9% 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 Bangladeshi Consumer Discretionary sector?
| BD Market | -2.59% | |
| Consumer Discretionary | -3.94% | |
| Auto Components | 0% | |
| Leisure | 0% | |
| Consumer Services | 0% | |
| Retail Distributors | 0% | |
| Online Retail and Ecommerce | 0% | |
| General Merchandise and Department Stores | 0% | |
| Consumer Durables | -3.08% | |
| Luxury | -3.41% | |
| Specialty Stores | -4.55% | |
| Hospitality | -7.00% | |
| Auto | -8.23% | |
Industry PE
- Investors are most optimistic about the Specialty Stores 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.
Forecasted Growth
- Analysts are most optimistic on the Consumer Durables industry, expecting annual earnings growth of 27% over the next 5 years.
- However this is lower than its past earnings growth rate of 100% per year.
- In contrast, the Consumer Durables industry is expected to see its earnings grow by 27% 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 | |
|---|---|---|---|---|---|
| RNSPIN R.N. Spinning Mills | ৳16.30 | 9.4% +৳424.8m | 162.9% | PS4.9x | |
| MONNOCERA Monno Ceramic Industries | ৳88.40 | 11.2% +৳335.7m | -18.7% | PE26.3x | |
| LEGACYFOOT Legacy Footwear | ৳78.30 | 10.3% +৳314.5m | -2.4% | PE478.6x | |
| AL-HAJTEX Alhaj Textile Mills | ৳184.40 | 4.4% +৳171.7m | 15.9% | PE404.4x | |
| SEAPEARL Sea Pearl Beach Resort & | ৳90.80 | 1.6% +৳169.1m | -54.1% | PE30.3x |