Ta Ann Holdings Berhad (KLSE:TAANN) Has Announced A Dividend Of MYR0.15
May 29
Malaysian (KLSE) Consumer Staples Sector Analysis
UpdatedMay 30, 2024
DataAggregated Company Financials
Companies103
- 7D-1.5%
- 3M3.0%
- 1Y6.5%
- YTD7.2%
Over the last 7 days, the Consumer Staples industry has dropped 1.5%, driven by a pullback from Sime Darby Plantation Berhad of 3.2%. In contrast, Guan Chong Berhad has gained 13%. Over the past 12 months, the industry was up 6.5%. Looking forward, earnings are forecast to grow by 11% annually.
Sector Valuation and Performance
Has the Malaysian Consumer Staples Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 30 May 2024 | RM254.2b | RM180.1b | RM12.1b | 16.4x | 21x | 1.4x |
| Sat, 27 Apr 2024 | RM255.5b | RM179.4b | RM11.9b | 15.2x | 21.4x | 1.4x |
| Mon, 25 Mar 2024 | RM248.0b | RM180.4b | RM11.9b | 14.8x | 20.9x | 1.4x |
| Wed, 21 Feb 2024 | RM247.5b | RM183.7b | RM12.6b | 14.6x | 19.7x | 1.3x |
| Fri, 19 Jan 2024 | RM245.3b | RM183.7b | RM12.7b | 13.7x | 19.3x | 1.3x |
| Sun, 17 Dec 2023 | RM242.4b | RM183.9b | RM12.7b | 13.9x | 19.1x | 1.3x |
| Tue, 14 Nov 2023 | RM241.0b | RM188.2b | RM12.6b | 14.3x | 19.1x | 1.3x |
| Thu, 12 Oct 2023 | RM239.6b | RM188.0b | RM12.6b | 14.3x | 19x | 1.3x |
| Sat, 09 Sep 2023 | RM242.2b | RM188.4b | RM12.6b | 14.2x | 19.2x | 1.3x |
| Mon, 07 Aug 2023 | RM248.1b | RM198.6b | RM15.5b | 13.1x | 16x | 1.2x |
| Wed, 05 Jul 2023 | RM241.9b | RM198.4b | RM15.6b | 12.6x | 15.5x | 1.2x |
| Fri, 02 Jun 2023 | RM240.1b | RM201.5b | RM15.7b | 12.8x | 15.3x | 1.2x |
| Sun, 30 Apr 2023 | RM244.0b | RM202.8b | RM18.0b | 11.9x | 13.5x | 1.2x |
| Tue, 28 Mar 2023 | RM240.1b | RM204.6b | RM18.0b | 11.7x | 13.3x | 1.2x |
| Thu, 23 Feb 2023 | RM245.3b | RM200.6b | RM18.8b | 12.5x | 13x | 1.2x |
| Sat, 21 Jan 2023 | RM245.4b | RM198.6b | RM18.6b | 12.4x | 13.2x | 1.2x |
| Mon, 19 Dec 2022 | RM244.4b | RM196.0b | RM18.2b | 12x | 13.4x | 1.2x |
| Wed, 16 Nov 2022 | RM235.9b | RM190.0b | RM18.4b | 11.9x | 12.8x | 1.2x |
| Fri, 14 Oct 2022 | RM221.9b | RM188.7b | RM18.3b | 11.2x | 12.2x | 1.2x |
| Sun, 11 Sep 2022 | RM236.4b | RM187.9b | RM18.2b | 11.6x | 13x | 1.3x |
| Tue, 09 Aug 2022 | RM239.3b | RM176.2b | RM17.0b | 12.3x | 14.1x | 1.4x |
| Thu, 07 Jul 2022 | RM224.4b | RM175.6b | RM16.9b | 12.1x | 13.3x | 1.3x |
| Sat, 04 Jun 2022 | RM250.7b | RM175.2b | RM16.8b | 13.8x | 14.9x | 1.4x |
| Mon, 02 May 2022 | RM268.3b | RM165.2b | RM15.5b | 16.4x | 17.3x | 1.6x |
| Wed, 30 Mar 2022 | RM251.8b | RM165.7b | RM15.4b | 16.4x | 16.3x | 1.5x |
| Fri, 25 Feb 2022 | RM254.5b | RM161.6b | RM14.8b | 16.3x | 17.2x | 1.6x |
| Sun, 23 Jan 2022 | RM230.3b | RM152.0b | RM14.0b | 14x | 16.4x | 1.5x |
| Tue, 21 Dec 2021 | RM223.2b | RM151.6b | RM14.0b | 14.7x | 16x | 1.5x |
| Thu, 18 Nov 2021 | RM232.2b | RM143.1b | RM12.7b | 14.7x | 18.3x | 1.6x |
| Sat, 16 Oct 2021 | RM247.1b | RM142.9b | RM12.7b | 15.2x | 19.5x | 1.7x |
| Mon, 13 Sep 2021 | RM238.6b | RM142.6b | RM12.7b | 15.3x | 18.8x | 1.7x |
| Wed, 11 Aug 2021 | RM229.2b | RM142.6b | RM12.7b | 16.6x | 18.1x | 1.6x |
| Sun, 06 Jun 2021 | RM246.5b | RM133.5b | RM10.9b | 18.2x | 22.5x | 1.8x |
Price to Earnings Ratio
22.5x
Current Industry PE
- Investors are optimistic on the Malaysian Consumer Staples industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 21.0x which is higher than its 3-year average PE of 16.7x.
- The industry is trading close to its 3-year average PS ratio of 1.4x.
Past Earnings Growth
- The earnings for companies in the Consumer Staples industry have grown 3.4% per year over the last three years.
- Revenues for these companies have grown 10% 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 Malaysian Consumer Staples sector?
| MY Market | -1.00% | |
| Consumer Staples | -1.51% | |
| Food and Staples Retail | 1.06% | |
| Food | -1.42% | |
| Beverage | -1.87% | |
| Household Products | -2.76% | |
| Personal Products | -3.17% | |
| Tobacco | -7.11% | |
Industry PE
- Investors are most optimistic about the Food and Staples Retail industry, which is trading close to its 3-year average PE ratio of 31.8x.
- Analysts are expecting annual earnings growth of 28.8%, which is higher than its past year's earnings growth of 10.5% per year.
Forecasted Growth
- Analysts are most optimistic on the Household Products industry, expecting annual earnings growth of 80% over the next 5 years.
- In contrast, the Tobacco industry is expected to see its earnings growth to stay flat 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 | |
|---|---|---|---|---|---|
| GCB Guan Chong Berhad | RM4.30 | 12.9% +RM575.5m | 81.4% | PE29.8x | |
| DLADY Dutch Lady Milk Industries Berhad | RM35.98 | 9.0% +RM190.7m | 43.5% | PE25.4x | |
| CCK CCK Consolidated Holdings Berhad | RM1.58 | 5.3% +RM49.7m | 124.1% | PE11.8x | |
| BLDPLNT BLD Plantation Bhd | RM10.98 | 2.8% +RM28.1m | 5.2% | PE29x | |
| LOTUS Lotus KFM Berhad | RM0.23 | 12.2% +RM25.6m | 84.0% | PE94.6x |
