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Malaysian (KLSE) Consumer Discretionary Sector Analysis

UpdatedDec 04, 2022
DataAggregated Company Financials
Companies130
  • 7D2.2%
  • 3M-1.0%
  • 1Y-0.5%
  • YTD-3.7%

Over the last 7 days, the Consumer Discretionary industry has risen 2.2%, driven by gains from Mr D.I.Y. Group (M) Berhad of 7.0%. The industry has been flat over the past 12 months despite the gain this week. As for the next few years, earnings are expected to grow by 36% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 04 Dec 2022RM105.6bRM129.9bRM4.0b11.5x26.7x0.8x
Tue, 01 Nov 2022RM103.4bRM476.4b-RM23,323,752,115.0011.8x-4.4x0.2x
Thu, 29 Sep 2022RM101.3bRM116.1bRM1.8b12.6x55.1x0.9x
Sat, 27 Aug 2022RM106.3bRM111.5bRM1.1b13.3x94.3x1x
Mon, 25 Jul 2022RM103.5bRM104.8b-RM191,452,722.0014.4x-540.8x1x
Wed, 22 Jun 2022RM96.6bRM104.5b-RM198,649,239.0014.4x-486.4x0.9x
Fri, 20 May 2022RM110.8bRM99.0b-RM935,913,690.0017.1x-118.3x1.1x
Sun, 17 Apr 2022RM110.5bRM98.9b-RM1,115,957,650.0017.5x-99x1.1x
Tue, 15 Mar 2022RM107.6bRM98.9b-RM1,100,032,596.0017.7x-97.8x1.1x
Thu, 10 Feb 2022RM109.1bRM95.7b-RM634,059,625.0016.4x-172.1x1.1x
Sat, 08 Jan 2022RM108.7bRM94.6b-RM785,382,967.0016.1x-138.4x1.1x
Mon, 06 Dec 2021RM104.2bRM95.2b-RM714,036,361.0014.2x-145.9x1.1x
Wed, 03 Nov 2021RM112.6bRM102.2bRM67.8m14.7x1661.5x1.1x
Fri, 01 Oct 2021RM112.6bRM102.3bRM158.8m14.5x709x1.1x
Sun, 29 Aug 2021RM110.7bRM101.8bRM144.8m15.6x764.5x1.1x
Mon, 05 Jul 2021RM108.9bRM101.6bRM134.4m15.6x810.3x1.1x
Thu, 08 Apr 2021RM121.9bRM94.0b-RM1,740,273,365.9916.4x-70x1.3x
Sun, 10 Jan 2021RM109.8bRM95.0b-RM2,085,684,665.7118.5x-52.7x1.2x
Sat, 03 Oct 2020RM75.1bRM97.8b-RM2,385,207,165.3114.3x-31.5x0.8x
Tue, 07 Jul 2020RM75.7bRM101.8b-RM783,858,103.5515.6x-96.6x0.7x
Fri, 10 Apr 2020RM65.8bRM118.0bRM3.3b11.1x19.7x0.6x
Thu, 02 Jan 2020RM98.5bRM123.4bRM5.4b13.4x18.2x0.8x
Price to Earnings Ratio

18.2x


Total Market Cap: RM98.5bTotal Earnings: RM5.4bTotal Revenue: RM123.4bTotal Market Cap vs Earnings and Revenue0%0%0%
Malaysian Consumer Discretionary Sector Price to Earnings3Y Average 26.7x20212022
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 26.7x.
  • The industry is trading close to its 3-year average PS ratio of 0.96x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have declined 12% per year over the last three years.
  • Meanwhile revenues have remained mostly flat.
  • This means that although sales have remained flat, 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 Malaysian Consumer Discretionary sector?

MY Market0.72%
Consumer Discretionary2.19%
Specialty Stores5.44%
Luxury3.44%
Consumer Services3.38%
Auto3.36%
Consumer Durables1.92%
Auto Components1.49%
Online Retail and Ecommerce1.07%
Retail Distributors0.44%
Hospitality0.18%
Leisure0%
General Merchanise and Department Stores-1.77%
Industry PE
  • Investors are most optimistic about the Leisure industry which is trading above its 3-year average PE ratio of 114x.
    • It looks like they are confident that earnings will grow faster in the future than they have historically.
Forecasted Growth
  • Analysts are most optimistic on the Hospitality industry, expecting annual earnings growth of 61% over the next 5 years.
  • However this is lower than its past earnings growth rate of 105% per year.
  • In contrast, the Retail Distributors industry is expected to see its earnings decline by 4.4% 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
MRDIY Mr D.I.Y. Group (M) BerhadRM2.147.0%
+RM1.3b
-9.1%PE42.8x
DRBHCOM DRB-HICOM BerhadRM1.5810.5%
+RM290.0m
5.3%PE7.5x
BJLAND Berjaya Land BerhadRM0.258.7%
+RM98.4m
11.1%PS0.2x
ORIENT Oriental Holdings BerhadRM6.842.1%
+RM86.9m
30.0%PE7x
BONIA Bonia Corporation BerhadRM2.3815.5%
+RM64.3m
180.0%PE8.5x
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Latest News

MUIIND

RM0.085

Malayan United Industries Berhad

7D

-15.0%

1Y

13.3%

BONIA

RM2.38

Bonia Corporation Berhad

7D

15.5%

1Y

180.0%

PADINI

RM3.40

Padini Holdings Berhad

7D

1.5%

1Y

21.4%

MAGNUM

RM1.36

Magnum Berhad

7D

-1.4%

1Y

-27.7%

DRBHCOM

RM1.58

DRB-HICOM Berhad

7D

10.5%

1Y

5.3%

ORIENT

RM6.84

Oriental Holdings Berhad

7D

2.1%

1Y

30.0%

BJLAND

RM0.25

Berjaya Land Berhad

7D

8.7%

1Y

11.1%

SPTOTO

RM1.67

Sports Toto Berhad

7D

-0.6%

1Y

-9.7%

MARCO

RM0.17

Marco Holdings Berhad

7D

-10.8%

1Y

13.8%

SIGN

RM2.79

Signature International Berhad

7D

-2.4%

1Y

119.7%

ECOMATE

RM0.92

Ecomate Holdings Berhad

7D

13.6%

1Y

93.7%

BJFOOD

RM1.00

Berjaya Food Berhad

7D

-2.9%

1Y

164.5%