Shareholders May Not Be So Generous With OCR Group Berhad's (KLSE:OCR) CEO Compensation And Here's Why
May 22
Malaysian (KLSE) Real Estate Industry Analysis
UpdatedMay 30, 2024
DataAggregated Company Financials
Companies88
- 7D-1.7%
- 3M18.1%
- 1Y56.4%
- YTD24.6%
Over the last 7 days, the Real Estate industry has dropped 1.7%, driven by a pullback from UEM Sunrise Berhad of 11%. On the other hand Sime Darby Property Berhad is actually up 12%. Over the past 12 months, the industry was up 56%. As for the next few years, earnings are expected to grow by 10% per annum.
Industry Valuation and Performance
Has the Malaysian Real Estate Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 30 May 2024 | RM88.8b | RM42.7b | RM4.5b | 17x | 19.9x | 2.1x |
| Sat, 27 Apr 2024 | RM82.8b | RM40.8b | RM4.1b | 15.3x | 20.3x | 2x |
| Mon, 25 Mar 2024 | RM80.9b | RM40.6b | RM4.1b | 15.3x | 19.6x | 2x |
| Wed, 21 Feb 2024 | RM76.1b | RM40.4b | RM4.1b | 13.5x | 18.3x | 1.9x |
| Fri, 19 Jan 2024 | RM71.5b | RM40.2b | RM4.1b | 12.9x | 17.3x | 1.8x |
| Sun, 17 Dec 2023 | RM68.3b | RM40.2b | RM4.1b | 12.7x | 16.7x | 1.7x |
| Tue, 14 Nov 2023 | RM68.7b | RM38.6b | RM4.8b | 13.9x | 14.4x | 1.8x |
| Thu, 12 Oct 2023 | RM70.7b | RM38.5b | RM4.3b | 14.1x | 16.3x | 1.8x |
| Sat, 09 Sep 2023 | RM69.4b | RM38.5b | RM4.3b | 13.9x | 16.1x | 1.8x |
| Mon, 07 Aug 2023 | RM62.4b | RM37.5b | RM4.1b | 12.2x | 15.1x | 1.7x |
| Wed, 05 Jul 2023 | RM55.4b | RM36.6b | RM4.0b | 11x | 14x | 1.5x |
| Fri, 02 Jun 2023 | RM54.6b | RM36.6b | RM3.8b | 10.2x | 14.2x | 1.5x |
| Sun, 30 Apr 2023 | RM54.2b | RM35.2b | RM3.4b | 10.2x | 16x | 1.5x |
| Tue, 28 Mar 2023 | RM52.9b | RM35.2b | RM3.2b | 10.1x | 16.5x | 1.5x |
| Thu, 23 Feb 2023 | RM52.2b | RM34.6b | RM3.2b | 10.3x | 16.1x | 1.5x |
| Sat, 21 Jan 2023 | RM51.5b | RM34.7b | RM3.2b | 9.7x | 16x | 1.5x |
| Mon, 19 Dec 2022 | RM50.3b | RM34.4b | RM3.2b | 10.4x | 15.9x | 1.5x |
| Wed, 16 Nov 2022 | RM48.0b | RM31.9b | RM2.3b | 10.4x | 21x | 1.5x |
| Fri, 14 Oct 2022 | RM45.6b | RM31.7b | RM2.2b | 10.6x | 20.3x | 1.4x |
| Sun, 11 Sep 2022 | RM49.6b | RM31.7b | RM2.6b | 12.1x | 19.4x | 1.6x |
| Tue, 09 Aug 2022 | RM48.7b | RM30.7b | RM2.1b | 13.2x | 22.7x | 1.6x |
| Thu, 07 Jul 2022 | RM46.0b | RM30.8b | RM2.2b | 13x | 21.4x | 1.5x |
| Sat, 04 Jun 2022 | RM50.7b | RM30.8b | RM1.9b | 13.9x | 26.1x | 1.6x |
| Mon, 02 May 2022 | RM53.7b | RM31.5b | RM2.1b | 14.6x | 25.9x | 1.7x |
| Wed, 30 Mar 2022 | RM53.1b | RM31.8b | RM2.3b | 12.5x | 23.6x | 1.7x |
| Fri, 25 Feb 2022 | RM54.8b | RM31.7b | RM1.8b | 13.7x | 31.2x | 1.7x |
| Sun, 23 Jan 2022 | RM52.9b | RM32.0b | RM1.8b | 13.4x | 29.4x | 1.7x |
| Tue, 21 Dec 2021 | RM51.8b | RM32.0b | RM1.8b | 12.7x | 28.3x | 1.6x |
| Thu, 18 Nov 2021 | RM55.8b | RM34.2b | RM1.7b | 11.5x | 32.4x | 1.6x |
| Sat, 16 Oct 2021 | RM59.1b | RM34.2b | RM1.7b | 12.5x | 33.8x | 1.7x |
| Mon, 13 Sep 2021 | RM55.7b | RM34.7b | RM1.8b | 11.4x | 30.5x | 1.6x |
| Wed, 11 Aug 2021 | RM52.3b | RM35.1b | RM1.8b | 10.7x | 28.6x | 1.5x |
| Sun, 06 Jun 2021 | RM53.9b | RM32.9b | RM1.0b | 11.2x | 53.4x | 1.6x |
Price to Earnings Ratio
53.4x
Current Industry PE
- Investors are pessimistic on the Malaysian 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 19.9x which is lower than its 3-year average PE of 22.1x.
- The 3-year average PS ratio of 1.6x is lower than the industry's current PS ratio of 2.1x.
Past Earnings Growth
- The earnings for companies in the Real Estate industry have grown 64% per year over the last three years.
- Revenues for these companies have grown 9.0% 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 Real Estate industry?
| MY Market | -1.00% | |
| Real Estate | -1.19% | |
| Real Estate | -1.72% | |
| Real Estate Operating Companies | 10.08% | |
| Real Estate Services | 0% | |
| Real Estate Development | -1.88% | |
| Diversified Real Estate | -3.29% | |
Industry PE
- Investors are most optimistic about the Real Estate Development industry, which is trading close to its 3-year average PE ratio of 19.6x.
- Analysts are expecting annual earnings growth of 12.0%, which is higher than its past year's earnings growth of 10.1% per year.
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 roughly in line with its past earnings growth rate.
- In contrast, the Diversified Real Estate industry is expected to see its earnings decline by 24% 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 | |
|---|---|---|---|---|---|
| SIMEPROP Sime Darby Property Berhad | RM1.20 | 12.1% +RM884.1m | 158.1% | PE17.3x | |
| TANCO Tanco Holdings Berhad | RM0.97 | 11.4% +RM208.7m | 91.2% | PE242.6x | |
| MAHSING Mah Sing Group Berhad | RM1.52 | 5.6% +RM199.5m | 155.5% | PE17.6x | |
| RADIUM Radium Development Berhad | RM0.50 | 4.2% +RM69.4m | 29.9% | PE109.7x | |
| TELADAN Teladan Group Berhad | RM1.03 | 3.0% +RM24.4m | -12.7% | PE34.3x |
