Turkish (BIST) Luxury Industry Analysis
UpdatedMay 29, 2024
DataAggregated Company Financials
Companies29
- 7D-0.7%
- 3M19.9%
- 1Y130.6%
- YTD36.8%
Last week, the Luxury industry hasn't moved much but Vakko Tekstil ve Hazir Giyim Sanayi Isletmeleri is up 4.9% in that time. As for the the longer term, the industry is up 131% over the past 12 months. Earnings are forecast to grow by 66% annually.
Industry Valuation and Performance
Has the Turkish Luxury Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 29 May 2024 | ₺196.6b | ₺109.6b | ₺11.3b | 13.4x | 17.4x | 1.8x |
| Fri, 26 Apr 2024 | ₺175.2b | ₺98.4b | ₺11.0b | 19.3x | 15.9x | 1.8x |
| Sun, 24 Mar 2024 | ₺158.0b | ₺93.5b | ₺11.1b | 17.2x | 14.2x | 1.7x |
| Tue, 20 Feb 2024 | ₺163.8b | ₺84.7b | ₺11.8b | 15.8x | 13.9x | 1.9x |
| Thu, 18 Jan 2024 | ₺142.1b | ₺78.2b | ₺13.2b | 11.4x | 10.8x | 1.8x |
| Sat, 16 Dec 2023 | ₺143.6b | ₺78.2b | ₺13.2b | 10.7x | 10.9x | 1.8x |
| Mon, 13 Nov 2023 | ₺147.1b | ₺75.7b | ₺12.6b | 12.1x | 11.7x | 1.9x |
| Wed, 11 Oct 2023 | ₺150.8b | ₺71.1b | ₺11.9b | 15x | 12.6x | 2.1x |
| Fri, 08 Sep 2023 | ₺136.5b | ₺68.9b | ₺11.7b | 14.7x | 11.7x | 2x |
| Sun, 06 Aug 2023 | ₺119.2b | ₺67.5b | ₺11.0b | 14.2x | 10.8x | 1.8x |
| Tue, 04 Jul 2023 | ₺100.2b | ₺67.4b | ₺11.1b | 9.9x | 9x | 1.5x |
| Thu, 01 Jun 2023 | ₺84.6b | ₺64.7b | ₺10.7b | 8.1x | 7.9x | 1.3x |
| Sat, 29 Apr 2023 | ₺86.7b | ₺61.9b | ₺11.3b | 8.2x | 7.7x | 1.4x |
| Mon, 27 Mar 2023 | ₺94.6b | ₺61.7b | ₺11.4b | 8.7x | 8.3x | 1.5x |
| Wed, 22 Feb 2023 | ₺2.5t | ₺56.0b | ₺9.2b | 10.8x | 276.4x | 45.3x |
| Fri, 20 Jan 2023 | ₺100.1b | ₺54.1b | ₺8.1b | 11x | 12.4x | 1.8x |
| Sun, 18 Dec 2022 | ₺112.0b | ₺54.1b | ₺8.1b | 12.8x | 13.8x | 2.1x |
| Tue, 15 Nov 2022 | ₺89.7b | ₺51.1b | ₺7.4b | 10.1x | 12.1x | 1.8x |
| Thu, 13 Oct 2022 | ₺71.4b | ₺45.0b | ₺6.3b | 8.8x | 11.4x | 1.6x |
| Sat, 10 Sep 2022 | ₺63.2b | ₺43.2b | ₺5.8b | 10.6x | 10.9x | 1.5x |
| Mon, 08 Aug 2022 | ₺58.9b | ₺36.7b | ₺5.0b | 11x | 11.9x | 1.6x |
| Wed, 06 Jul 2022 | ₺45.3b | ₺32.4b | ₺4.4b | 8.1x | 10.4x | 1.4x |
| Fri, 03 Jun 2022 | ₺46.9b | ₺31.3b | ₺4.1b | 8.7x | 11.4x | 1.5x |
| Sun, 01 May 2022 | ₺38.1b | ₺25.6b | ₺3.0b | 11.9x | 12.8x | 1.5x |
| Tue, 29 Mar 2022 | ₺35.7b | ₺25.6b | ₺3.0b | 10.8x | 12x | 1.4x |
| Thu, 24 Feb 2022 | ₺31.8b | ₺22.9b | ₺2.5b | 13.7x | 12.5x | 1.4x |
| Sat, 22 Jan 2022 | ₺30.4b | ₺20.9b | ₺2.2b | 15.1x | 13.7x | 1.5x |
| Mon, 20 Dec 2021 | ₺31.5b | ₺20.9b | ₺2.2b | 15.3x | 14.2x | 1.5x |
| Wed, 17 Nov 2021 | ₺26.3b | ₺20.3b | ₺2.2b | 15.2x | 12.2x | 1.3x |
| Fri, 15 Oct 2021 | ₺24.2b | ₺18.2b | ₺1.8b | 17.3x | 13.1x | 1.3x |
| Sun, 12 Sep 2021 | ₺24.4b | ₺18.2b | ₺1.8b | 18x | 13.2x | 1.3x |
| Tue, 10 Aug 2021 | ₺24.0b | ₺17.7b | ₺1.7b | 19.8x | 13.8x | 1.4x |
Price to Earnings Ratio
20.8x
Current Industry PE
- Investors are optimistic on the Turkish Luxury industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 17.4x which is higher than its 3-year average PE of 13.6x.
- The industry is trading close to its 3-year average PS ratio of 1.8x.
Past Earnings Growth
- The earnings for companies in the Luxury industry have grown 116% per year over the last three years.
- Revenues for these companies have grown 94% 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 Turkish Consumer Discretionary industry?
| TR Market | -3.98% | |
| Consumer Discretionary | -3.49% | |
| Luxury | -0.67% | |
| Apparel, Accessories and Luxury Goods | 3.18% | |
| Footwear | 0% | |
| Textiles | -3.24% | |
Industry PE
- Investors are most optimistic about the Apparel, Accessories and Luxury Goods industry which is trading above its 3-year average PE ratio of 16.0x.
- Analysts are expecting annual earnings growth of 66.0%, which is higher than its past year's earnings growth of 4.7% per year.
- Investors are most pessimistic about the Textiles industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 13.8x.
Forecasted Growth
- Analysts are most optimistic on the Apparel, Accessories and Luxury Goods industry, expecting annual earnings growth of 66% over the next 5 years.
- This is better than its past earnings growth rate of 4.7% per year.
- In contrast, the Apparel, Accessories and Luxury Goods industry is expected to see its earnings grow by 66% 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 | |
|---|---|---|---|---|---|
| BOSSA Bossa Ticaret ve Sanayi Isletmeleri T.A.S | ₺17.60 | 6.7% +₺714.7m | 184.4% | PE10x | |
| MAVI Mavi Giyim Sanayi ve Ticaret | ₺97.50 | 1.4% +₺516.4m | 261.1% | PE21.7x | |
| SUNTK Sun Tekstil Sanayi ve Ticaret | ₺19.77 | 5.4% +₺484.1m | 87.0% | PE39.7x | |
| VAKKO Vakko Tekstil ve Hazir Giyim Sanayi Isletmeleri | ₺118.00 | 2.2% +₺400.0m | 136.6% | PE9.7x | |
| DERHL Derluks Yatirim Holding Anonim Sirketi | ₺8.97 | 15.6% +₺181.5m | 97.6% | PE18.2x |