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Malaysian (KLSE) Consumer Discretionary Sector Analysis

UpdatedMar 19, 2026
DataAggregated Company Financials
Companies138
  • 7D-0.9%
  • 3M-0.7%
  • 1Y2.2%
  • YTD-1.6%

Last week, the Consumer Discretionary industry hasn't moved much but Oriental Holdings Berhad is up 4.9% in that time. Furthermore, the industry has been flat for the past year as well. As for the next few years, earnings are expected to grow by 13% per annum.

Sector Valuation and Performance

Has the Malaysian Consumer Discretionary Sector valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 19 Mar 2026RM 104.6bRM 167.3bRM 4.4b13.4x23.5x0.6x
Sat, 14 Feb 2026RM 109.1bRM 164.5bRM 3.8b14.8x28.8x0.7x
Mon, 12 Jan 2026RM 105.9bRM 164.4bRM 3.8b14.4x28.1x0.6x
Wed, 10 Dec 2025RM 104.2bRM 164.5bRM 3.8b13.1x27.3x0.6x
Fri, 07 Nov 2025RM 112.2bRM 162.4bRM 4.2b13.7x26.8x0.7x
Sun, 05 Oct 2025RM 87.7bRM 125.4bRM 3.0b14.1x28.8x0.7x
Tue, 02 Sep 2025RM 82.5bRM 125.8bRM 3.0b13.6x27.8x0.7x
Thu, 31 Jul 2025RM 84.0bRM 125.4bRM 3.1b11.4x27.2x0.7x
Sat, 28 Jun 2025RM 84.1bRM 125.6bRM 3.1b11.9x27.2x0.7x
Mon, 26 May 2025RM 83.9bRM 126.0bRM 4.1b12x20.6x0.7x
Wed, 23 Apr 2025RM 81.8bRM 125.9bRM 4.0b12.5x20.3x0.6x
Fri, 21 Mar 2025RM 80.1bRM 125.2bRM 4.0b13.4x20x0.6x
Sun, 16 Feb 2025RM 93.2bRM 125.3bRM 4.9b13.4x19x0.7x
Tue, 14 Jan 2025RM 91.7bRM 125.1bRM 4.9b13x18.9x0.7x
Thu, 12 Dec 2024RM 92.4bRM 125.4bRM 4.9b12.9x18.9x0.7x
Sat, 09 Nov 2024RM 98.7bRM 127.0bRM 5.6b12.4x17.6x0.8x
Mon, 07 Oct 2024RM 99.6bRM 126.7bRM 5.6b12.9x17.8x0.8x
Wed, 04 Sep 2024RM 101.6bRM 126.8bRM 5.6b13.1x18.2x0.8x
Fri, 02 Aug 2024RM 105.6bRM 126.0bRM 5.9b14.4x18x0.8x
Sun, 30 Jun 2024RM 104.3bRM 125.9bRM 5.8b14.9x17.8x0.8x
Tue, 28 May 2024RM 105.2bRM 122.9bRM 4.9b15.2x21.4x0.9x
Thu, 25 Apr 2024RM 97.7bRM 122.8bRM 4.9b13.3x20x0.8x
Sat, 23 Mar 2024RM 97.4bRM 122.6bRM 4.9b12.8x19.9x0.8x
Mon, 19 Feb 2024RM 99.3bRM 121.3bRM 4.1b13.5x24x0.8x
Wed, 17 Jan 2024RM 102.5bRM 140.6bRM 4.8b13.6x21.2x0.7x
Fri, 15 Dec 2023RM 101.4bRM 140.8bRM 4.9b12.7x20.9x0.7x
Sun, 12 Nov 2023RM 99.2bRM 138.1bRM 4.1b12.1x23.9x0.7x
Tue, 10 Oct 2023RM 97.7bRM 138.0bRM 4.1b12.2x23.6x0.7x
Thu, 07 Sep 2023RM 99.5bRM 137.7bRM 4.1b12.2x24.1x0.7x
Sat, 05 Aug 2023RM 96.5bRM 135.2bRM 3.4b11.6x28.1x0.7x
Mon, 03 Jul 2023RM 94.8bRM 134.8bRM 3.5b10.9x27x0.7x
Wed, 31 May 2023RM 95.2bRM 134.2bRM 3.7b10.8x25.8x0.7x
Fri, 28 Apr 2023RM 99.7bRM 130.7bRM 3.5b10.9x28.7x0.8x
Sun, 26 Mar 2023RM 97.3bRM 130.7bRM 3.5b10.5x28x0.7x
Price to Earnings Ratio

28x


Total Market Cap: RM 97.3bTotal Earnings: RM 3.5bTotal Revenue: RM 130.7bTotal Market Cap vs Earnings and Revenue0%0%0%
Malaysian Consumer Discretionary Sector Price to Earnings3Y Average 23.3x202420252026
Current Industry PE
  • Investors are relatively neutral on the Malaysian Consumer Discretionary industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PE ratio of 23.3x.
  • The industry is trading close to its 3-year average PS ratio of 0.73x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have grown 8.5% per year over the last three years.
  • Revenues for these companies have grown 8.6% 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 Discretionary sector?

MY Market1.05%
Consumer Discretionary-0.94%
Auto3.88%
Consumer Services0.56%
Consumer Durables0.34%
Leisure0%0
Online Retail and Ecommerce0%0
Auto Components-0.35%
Specialty Stores-0.45%
Retail Distributors-1.12%
Luxury-1.83%
Hospitality-2.29%
General Merchandise and Department Stores-2.70%
Industry PE
  • Investors are most optimistic about the Hospitality industry which is trading above its 3-year average PE ratio of 42.5x.
    • Analysts are expecting annual earnings growth of 25.9%, which is higher than its past year's earnings growth of 8.9% per year.
Forecasted Growth
  • Analysts are most optimistic on the Hospitality industry, expecting annual earnings growth of 26% over the next 5 years.
  • This is better than its past earnings growth rate of 8.9% per year.
  • In contrast, the Auto industry is expected to see its earnings decline by 21% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
ORIENT Oriental Holdings BerhadRM 7.354.9%
+RM 209.2m
3.7%PE16.8x
MRDIY Mr D.I.Y. Group (M) BerhadRM 1.660.6%
+RM 94.8m
23.0%PE24.9x
BAUTO Bermaz Auto BerhadRM 0.904.7%
+RM 45.4m
-18.9%PE13.3x
EG EG Industries BerhadRM 1.044.0%
+RM 36.4m
-5.0%PE10x
CYBERE Cyberjaya Education Group BerhadRM 1.5015.4%
+RM 34.4m
57.9%PE8.5x

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