Sentiment Still Eluding Samudera Shipping Line Ltd (SGX:S56)
May 08
Singaporean (SGX) Industrials Sector Analysis
UpdatedMay 19, 2024
DataAggregated Company Financials
Companies150
- 7D0.1%
- 3M-2.3%
- 1Y-5.0%
- YTD-2.3%
Over the last 7 days, the Industrials industry has remained flat, although notably Singapore Technologies Engineering gained 6.3%. As for the longer term, the industry has declined 5.0% in the last year. As for the next few years, earnings are expected to grow by 9.0% per annum.
Sector Valuation and Performance
Has the Singaporean Industrials Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 20 May 2024 | S$107.9b | S$153.4b | S$6.8b | 9.6x | 15.8x | 0.7x |
| Wed, 17 Apr 2024 | S$107.4b | S$153.2b | S$6.6b | 10.3x | 16.2x | 0.7x |
| Fri, 15 Mar 2024 | S$109.1b | S$152.3b | S$6.6b | 10.3x | 16.4x | 0.7x |
| Sun, 11 Feb 2024 | S$111.2b | S$149.7b | S$7.1b | 10x | 15.7x | 0.7x |
| Tue, 09 Jan 2024 | S$112.8b | S$151.6b | S$7.1b | 10.2x | 15.8x | 0.7x |
| Thu, 07 Dec 2023 | S$110.3b | S$151.9b | S$7.1b | 10.3x | 15.4x | 0.7x |
| Sat, 04 Nov 2023 | S$117.5b | S$149.8b | S$6.6b | 11.3x | 17.8x | 0.8x |
| Mon, 02 Oct 2023 | S$124.8b | S$150.1b | S$6.6b | 11.1x | 18.9x | 0.8x |
| Wed, 30 Aug 2023 | S$128.4b | S$149.6b | S$6.6b | 10.6x | 19.5x | 0.9x |
| Fri, 28 Jul 2023 | S$132.5b | S$144.9b | S$6.4b | 11x | 20.6x | 0.9x |
| Sun, 25 Jun 2023 | S$128.3b | S$145.8b | S$6.5b | 10.5x | 19.6x | 0.9x |
| Tue, 23 May 2023 | S$131.5b | S$145.4b | S$6.5b | 10.9x | 20.1x | 0.9x |
| Thu, 20 Apr 2023 | S$126.6b | S$140.6b | S$5.2b | 10.6x | 24.4x | 0.9x |
| Sat, 18 Mar 2023 | S$119.1b | S$140.9b | S$5.2b | 10.4x | 22.8x | 0.8x |
| Mon, 13 Feb 2023 | S$124.2b | S$136.1b | S$7.7b | 9.8x | 16.1x | 0.9x |
| Wed, 11 Jan 2023 | S$120.0b | S$137.7b | S$7.6b | 9.6x | 15.8x | 0.9x |
| Fri, 09 Dec 2022 | S$120.0b | S$138.0b | S$7.6b | 8.9x | 15.9x | 0.9x |
| Sun, 06 Nov 2022 | S$117.7b | S$133.4b | S$6.0b | 8.7x | 19.6x | 0.9x |
| Tue, 04 Oct 2022 | S$117.0b | S$133.9b | S$6.1b | 9x | 19.3x | 0.9x |
| Thu, 01 Sep 2022 | S$123.0b | S$133.0b | S$6.0b | 9.2x | 20.4x | 0.9x |
| Sat, 30 Jul 2022 | S$122.0b | S$127.5b | S$4.9b | 10.9x | 25.1x | 1x |
| Mon, 27 Jun 2022 | S$119.3b | S$126.9b | S$4.7b | 11.1x | 25.4x | 0.9x |
| Wed, 25 May 2022 | S$104.3b | S$126.1b | S$4.8b | 11x | 21.6x | 0.8x |
| Fri, 22 Apr 2022 | S$112.7b | S$126.8b | S$4.2b | 11.8x | 26.7x | 0.9x |
| Sun, 20 Mar 2022 | S$106.3b | S$126.8b | S$4.0b | 10.8x | 26.3x | 0.8x |
| Tue, 15 Feb 2022 | S$106.0b | S$118.1b | S$1.7b | 11.6x | 61.3x | 0.9x |
| Thu, 13 Jan 2022 | S$102.5b | S$116.2b | S$980.8m | 11.9x | 104.5x | 0.9x |
| Sat, 11 Dec 2021 | S$101.8b | S$116.3b | S$962.3m | 12.3x | 105.8x | 0.9x |
| Mon, 08 Nov 2021 | S$97.2b | S$94.3b | -S$1,816,211,060.00 | 12.3x | -53.5x | 1x |
| Wed, 06 Oct 2021 | S$93.2b | S$94.3b | -S$1,938,793,887.00 | 11.8x | -48.1x | 1x |
| Fri, 03 Sep 2021 | S$94.2b | S$94.2b | -S$2,023,192,313.97 | 12.2x | -46.6x | 1x |
| Sun, 01 Aug 2021 | S$96.3b | S$94.2b | -S$2,023,192,313.97 | 11.9x | -47.6x | 1x |
Price to Earnings Ratio
-24.3x
Current Industry PE
- Investors are pessimistic on the Singaporean Industrials 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 15.8x which is lower than its 3-year average PE of 21.0x.
- The industry is trading close to its 3-year average PS ratio of 0.88x.
Past Earnings Growth
- Total earnings for the Industrials industry have gone up over the last three years, and the industry is now profitable. Revenues have grown 19% per year.
- This means that more sales are being generated by the industry overall, and subsequently profits are increasing too.
Industry Trends
Which industries have driven the changes within the Singaporean Industrials sector?
| SG Market | 0.62% | |
| Industrials | 0.12% | |
| Aerospace & Defense | 6.20% | |
| Marine and Shipping | 4.98% | |
| Building | 3.39% | |
| Logistics | 2.24% | |
| Electrical | 1.32% | |
| Trade Distributors | 0.66% | |
| Airlines | 0.44% | |
| Commercial Services | 0.40% | |
| Infrastructure | 0.083% | |
| Construction | -0.21% | |
| Professional Services | -0.31% | |
| Industrials | -0.56% | |
| Transportation | -3.01% | |
| Machinery | -3.51% | |
Industry PE
- Investors are most optimistic about the Infrastructure industry, which is trading close to its 3-year average PE ratio of 49.1x.
- Analysts are expecting annual earnings growth of 30.0%, which is higher than its past year's earnings decline of 16.2% per year.
Forecasted Growth
- Analysts are most optimistic on the Machinery industry, expecting annual earnings growth of 38% over the next 5 years.
- This is better than its past earnings growth rate of 1.2% per year.
- In contrast, the Airlines industry is expected to see its earnings decline by 20% 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 | |
|---|---|---|---|---|---|
| S63 Singapore Technologies Engineering | S$4.23 | 6.3% +S$778.6m | 12.2% | PE22.5x | |
| C07 Jardine Cycle & Carriage | S$27.39 | 1.3% +S$138.3m | -22.5% | PE6.6x | |
| BS6 Yangzijiang Shipbuilding (Holdings) | S$1.75 | 1.7% +S$118.5m | 37.8% | PE9.1x | |
| BN4 Keppel | S$6.77 | 0.6% +S$72.2m | 4.5% | PE13.8x | |
| S56 Samudera Shipping Line | S$0.92 | 13.6% +S$59.2m | 2.2% | PE3.6x |
