Japfa Ltd.'s (SGX:UD2) Share Price Boosted 27% But Its Business Prospects Need A Lift Too
May 13
Singaporean (SGX) Consumer Staples Sector Analysis
UpdatedMay 19, 2024
DataAggregated Company Financials
Companies34
- 7D0.02%
- 3M0.1%
- 1Y-16.8%
- YTD-5.9%
The Consumer Staples industry has stayed flat over the last week. As for the longer term, the industry has declined 17% in the last year. As for the next few years, earnings are expected to grow by 11% per annum.
Sector Valuation and Performance
Has the Singaporean Consumer Staples Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 19 May 2024 | S$55.1b | S$198.8b | S$4.5b | 12.6x | 12.1x | 0.3x |
| Tue, 16 Apr 2024 | S$57.2b | S$200.0b | S$4.6b | 11.4x | 12.5x | 0.3x |
| Thu, 14 Mar 2024 | S$56.1b | S$197.6b | S$4.6b | 11.5x | 12.2x | 0.3x |
| Sat, 10 Feb 2024 | S$54.0b | S$206.8b | S$5.3b | 10.3x | 10.2x | 0.3x |
| Mon, 08 Jan 2024 | S$58.3b | S$205.6b | S$5.2b | 10.1x | 11.1x | 0.3x |
| Wed, 06 Dec 2023 | S$57.5b | S$206.4b | S$5.3b | 9.8x | 10.8x | 0.3x |
| Fri, 03 Nov 2023 | S$59.1b | S$209.6b | S$5.8b | 10.4x | 10.2x | 0.3x |
| Sun, 01 Oct 2023 | S$61.3b | S$209.7b | S$5.7b | 10.5x | 10.7x | 0.3x |
| Tue, 29 Aug 2023 | S$60.7b | S$209.0b | S$5.7b | 12.3x | 10.6x | 0.3x |
| Thu, 27 Jul 2023 | S$63.3b | S$216.1b | S$7.1b | 10.7x | 8.9x | 0.3x |
| Sat, 24 Jun 2023 | S$63.6b | S$218.7b | S$7.2b | 11.1x | 8.8x | 0.3x |
| Mon, 22 May 2023 | S$66.1b | S$218.3b | S$7.4b | 9.8x | 8.9x | 0.3x |
| Wed, 19 Apr 2023 | S$69.6b | S$216.8b | S$7.4b | 11x | 9.4x | 0.3x |
| Fri, 17 Mar 2023 | S$67.7b | S$218.4b | S$7.5b | 11.2x | 9.1x | 0.3x |
| Sun, 12 Feb 2023 | S$69.6b | S$212.7b | S$7.6b | 9.3x | 9.1x | 0.3x |
| Tue, 10 Jan 2023 | S$70.7b | S$213.0b | S$7.7b | 9.3x | 9.2x | 0.3x |
| Thu, 08 Dec 2022 | S$68.1b | S$214.9b | S$7.7b | 9.6x | 8.8x | 0.3x |
| Sat, 05 Nov 2022 | S$64.0b | S$219.4b | S$7.4b | 9x | 8.7x | 0.3x |
| Mon, 03 Oct 2022 | S$63.2b | S$220.6b | S$7.5b | 9.4x | 8.5x | 0.3x |
| Wed, 31 Aug 2022 | S$68.1b | S$216.8b | S$7.4b | 8.6x | 9.2x | 0.3x |
| Fri, 29 Jul 2022 | S$67.5b | S$199.2b | S$6.5b | 9.6x | 10.4x | 0.3x |
| Sun, 26 Jun 2022 | S$68.6b | S$199.2b | S$6.5b | 9.9x | 10.6x | 0.3x |
| Tue, 24 May 2022 | S$71.4b | S$197.5b | S$6.2b | 9.6x | 11.5x | 0.4x |
| Thu, 21 Apr 2022 | S$76.5b | S$196.3b | S$6.2b | 10.3x | 12.3x | 0.4x |
| Sat, 19 Mar 2022 | S$74.5b | S$195.5b | S$6.2b | 9.7x | 12.1x | 0.4x |
| Mon, 14 Feb 2022 | S$72.8b | S$175.7b | S$5.6b | 12.5x | 13x | 0.4x |
| Wed, 12 Jan 2022 | S$71.2b | S$176.5b | S$5.6b | 13.7x | 12.7x | 0.4x |
| Fri, 10 Dec 2021 | S$71.3b | S$177.1b | S$5.6b | 14.2x | 12.7x | 0.4x |
| Sun, 07 Nov 2021 | S$75.4b | S$174.8b | S$5.4b | 13x | 14x | 0.4x |
| Tue, 05 Oct 2021 | S$71.4b | S$174.9b | S$5.5b | 12.2x | 13x | 0.4x |
| Thu, 02 Sep 2021 | S$72.1b | S$175.8b | S$5.7b | 12.6x | 12.6x | 0.4x |
| Sat, 31 Jul 2021 | S$71.9b | S$175.8b | S$5.7b | 13.5x | 12.6x | 0.4x |
Price to Earnings Ratio
14.5x
Current Industry PE
- Investors are optimistic on the Singaporean Consumer Staples industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 12.1x which is higher than its 3-year average PE of 11.0x.
- The industry is trading close to its 3-year average PS ratio of 0.34x.
Past Earnings Growth
- The earnings for companies in the Consumer Staples industry have declined 5.3% per year over the last three years.
- Meanwhile revenues for these companies have grown 6.1% per year.
- This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.
Industry Trends
Which industries have driven the changes within the Singaporean Consumer Staples sector?
| SG Market | 0.62% | |
| Consumer Staples | 0.015% | |
| Beverage | 1.02% | |
| Personal Products | 0.40% | |
| Tobacco | 0% | |
| Household Products | 0% | |
| Food and Staples Retail | -0.087% | |
| Food | -0.35% | |
Industry PE
- Investors are most optimistic about the Food and Staples Retail industry which is trading above its 3-year average PE ratio of 22.0x.
- Analysts are expecting annual earnings growth of 25.9%, which is higher than its past year's earnings decline of 18.8% per year.
- Investors are most pessimistic about the Personal Products industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average.
Forecasted Growth
- Analysts are most optimistic on the Food and Staples Retail industry, expecting annual earnings growth of 26% over the next 5 years.
- This is better than its past earnings decline of 19% per year.
- In contrast, the Beverage industry is expected to see its earnings grow by 7.9% 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 | |
|---|---|---|---|---|---|
| Y92 Thai Beverage | S$0.49 | 1.0% +S$125.6m | -14.7% | PE12.6x | |
| EB5 First Resources | S$1.41 | 2.2% +S$45.6m | -4.7% | PE11.2x | |
| D01 DFI Retail Group Holdings | US$1.88 | 1.1% +US$27.1m | -38.6% | PE79x | |
| UD2 Japfa | S$0.33 | 4.8% +S$30.6m | 41.3% | PE19.9x | |
| 5JS Indofood Agri Resources | S$0.30 | 3.4% +S$14.0m | -3.2% | PE8.1x |
