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Malaysian (KLSE) Consumer Discretionary Sector Analysis

UpdatedFeb 21, 2026
DataAggregated Company Financials
Companies136
  • 7D1.3%
  • 3M-0.02%
  • 1Y-3.1%
  • YTD4.5%

The Consumer Discretionary industry is up 1.8% in the last week, with PETRONAS Dagangan Berhad up 2.2%. Despite this gain, the industry's performance has been flat over the past year. Looking forward, earnings are forecast to grow by 20% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 21 Feb 2026RM 110.5bRM 164.6bRM 3.8b14.5x29.1x0.7x
Mon, 19 Jan 2026RM 107.9bRM 164.4bRM 3.7b14.8x28.8x0.7x
Wed, 17 Dec 2025RM 103.8bRM 164.5bRM 3.8b13.1x27.2x0.6x
Fri, 14 Nov 2025RM 112.0bRM 162.1bRM 4.2b14x26.7x0.7x
Sun, 12 Oct 2025RM 87.4bRM 125.5bRM 3.0b14.1x29x0.7x
Tue, 09 Sep 2025RM 83.5bRM 125.8bRM 3.1b13.9x27.1x0.7x
Thu, 07 Aug 2025RM 83.2bRM 125.5bRM 3.1b11.3x26.9x0.7x
Sat, 05 Jul 2025RM 85.6bRM 125.6bRM 3.1b11.8x27.7x0.7x
Mon, 02 Jun 2025RM 82.1bRM 124.9bRM 3.2b11.8x25.5x0.7x
Wed, 30 Apr 2025RM 83.2bRM 125.9bRM 4.0b12x20.7x0.7x
Fri, 28 Mar 2025RM 81.2bRM 125.8bRM 4.0b13x20.3x0.6x
Sun, 23 Feb 2025RM 90.6bRM 125.3bRM 4.8b13.1x18.7x0.7x
Tue, 21 Jan 2025RM 91.2bRM 125.0bRM 4.9b13x18.7x0.7x
Thu, 19 Dec 2024RM 91.9bRM 454.3bRM 120.7b12.7x0.8x0.2x
Sat, 16 Nov 2024RM 94.0bRM 127.1bRM 5.6b12.5x16.7x0.7x
Mon, 14 Oct 2024RM 100.9bRM 126.9bRM 5.6b13.1x18x0.8x
Wed, 11 Sep 2024RM 99.4bRM 127.0bRM 5.7b13.1x17.4x0.8x
Fri, 09 Aug 2024RM 100.9bRM 126.0bRM 5.9b14.1x17.2x0.8x
Sun, 07 Jul 2024RM 104.4bRM 125.9bRM 5.9b14.5x17.8x0.8x
Tue, 04 Jun 2024RM 103.8bRM 123.4bRM 5.2b14.7x19.9x0.8x
Thu, 02 May 2024RM 98.5bRM 122.8bRM 4.9b14.2x20.2x0.8x
Sat, 30 Mar 2024RM 97.0bRM 122.6bRM 4.9b13x19.9x0.8x
Mon, 26 Feb 2024RM 99.5bRM 121.3bRM 4.1b13.9x24.4x0.8x
Wed, 24 Jan 2024RM 102.4bRM 140.6bRM 4.8b13.6x21.2x0.7x
Fri, 22 Dec 2023RM 101.3bRM 140.7bRM 4.8b13.3x20.9x0.7x
Sun, 19 Nov 2023RM 100.9bRM 138.0bRM 4.2b12.2x24.3x0.7x
Tue, 17 Oct 2023RM 99.2bRM 138.2bRM 4.2b12.3x23.9x0.7x
Thu, 14 Sep 2023RM 98.4bRM 138.1bRM 4.2b12.2x23.5x0.7x
Sat, 12 Aug 2023RM 99.3bRM 135.2bRM 3.5b11.5x28.8x0.7x
Mon, 10 Jul 2023RM 94.9bRM 134.8bRM 3.4b10.8x27.8x0.7x
Wed, 07 Jun 2023RM 95.2bRM 134.6bRM 3.5b11.3x27.4x0.7x
Fri, 05 May 2023RM 100.3bRM 130.7bRM 3.2b11.2x31.4x0.8x
Sun, 02 Apr 2023RM 98.3bRM 130.8bRM 3.5b10.8x28.2x0.8x
Tue, 28 Feb 2023RM 103.6bRM 133.4bRM 3.8b10.6x27.4x0.8x
Price to Earnings Ratio

27.4x


Total Market Cap: RM 103.6bTotal Earnings: RM 3.8bTotal Revenue: RM 133.4bTotal Market Cap vs Earnings and Revenue0%0%0%
Malaysian Consumer Discretionary Sector Price to Earnings3Y Average 23.4x202420252026
Current Industry PE
  • Investors are optimistic on the Malaysian Consumer Discretionary industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 29.2x which is higher than its 3-year average PE of 23.4x.
  • 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 remained mostly flat over the last three years.
  • Meanwhile revenues for these companies have grown 7.3% 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 and as a result, profits have held steady.

Industry Trends

Which industries have driven the changes within the Malaysian Consumer Discretionary sector?

MY Market0.78%
Consumer Discretionary1.28%
Consumer Services3.23%
Hospitality2.09%
Auto Components1.60%
Specialty Stores1.11%
Consumer Durables1.09%
Retail Distributors0.17%
Leisure0%0
Online Retail and Ecommerce0%0
General Merchandise and Department Stores0%0
Luxury-0.074%
Auto-3.72%
Industry PE
  • Investors are most optimistic about the Hospitality industry which is trading above its 3-year average PE ratio of 37.3x.
    • Analysts are expecting annual earnings growth of 38.9%, which is higher than its past year's earnings growth of 9.7% per year.
Forecasted Growth
  • Analysts are most optimistic on the Auto industry, expecting annual earnings growth of 59% over the next 5 years.
  • This is better than its past earnings decline of 85% per year.
  • In contrast, the Consumer Services industry is expected to see its earnings decline by 8.7% 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
PETDAG PETRONAS Dagangan BerhadRM 20.962.2%
+RM 457.0m		2.2%PE19.1x
GENM Genting Malaysia BerhadRM 2.053.0%
+RM 340.1m		-12.8%PE76.9x
GENTING Genting BerhadRM 2.962.1%
+RM 231.0m		-20.2%PE104.5x
MRDIY Mr D.I.Y. Group (M) BerhadRM 1.871.1%
+RM 189.5m		26.4%PE28.8x
EXSIMHB Exsim Hospitality BerhadRM 0.3315.8%
+RM 104.5m		-13.2%PE23.4x

Latest News

GCE
RM 0.35
Grand Central Enterprises Bhd
7D
-16.7%
1Y
0%
EXSIMHB
RM 0.33
Exsim Hospitality Berhad
7D
15.8%
1Y
-13.2%
OVERSEA
RM 0.035
Oversea Enterprise Berhad
7D
-12.5%
1Y
-30.0%

Here's Why We're Watching Oversea Enterprise Berhad's (KLSE:OVERSEA) Cash Burn Situation

Feb 15
Here's Why We're Watching Oversea Enterprise Berhad's (KLSE:OVERSEA) Cash Burn Situation
MRDIY
RM 1.87
Mr D.I.Y. Group (M) Berhad
7D
1.1%
1Y
26.4%
DRBHCOM
RM 1.13
DRB-HICOM Berhad
7D
-4.2%
1Y
28.4%

DRB-HICOM Berhad (KLSE:DRBHCOM) Will Be Hoping To Turn Its Returns On Capital Around

Feb 12
DRB-HICOM Berhad (KLSE:DRBHCOM) Will Be Hoping To Turn Its Returns On Capital Around
HAILY
RM 0.23
Haily Group Berhad
7D
-8.2%
1Y
0%

Haily Group Berhad's (KLSE:HAILY) Returns On Capital Not Reflecting Well On The Business

Feb 11
Haily Group Berhad's (KLSE:HAILY) Returns On Capital Not Reflecting Well On The Business
PETDAG
RM 20.96
PETRONAS Dagangan Berhad
7D
2.2%
1Y
2.2%
SPTOTO
RM 1.36
Sports Toto Berhad
7D
2.3%
1Y
-12.8%
ATLAN
RM 2.62
Atlan Holdings Bhd
7D
-6.1%
1Y
2.7%
FOCUS
RM 0.01
Focus Dynamics Group Berhad
7D
100.0%
1Y
-33.3%

Even With A 100% Surge, Cautious Investors Are Not Rewarding Focus Dynamics Group Berhad's (KLSE:FOCUS) Performance Completely

Jan 27
Even With A 100% Surge, Cautious Investors Are Not Rewarding Focus Dynamics Group Berhad's (KLSE:FOCUS) Performance Completely
ORIENT
RM 6.99
Oriental Holdings Berhad
7D
-0.9%
1Y
-1.5%
MILUX
RM 0.70
Milux Corporation Berhad
7D
33.0%
1Y
39.6%
GENM
RM 2.05
Genting Malaysia Berhad
7D
3.0%
1Y
-12.8%
GENTING
RM 2.96
Genting Berhad
7D
2.1%
1Y
-20.2%
PADINI
RM 1.97
Padini Holdings Berhad
7D
-1.5%
1Y
13.9%

Padini Holdings Berhad's (KLSE:PADINI) Dividend Will Be MYR0.018

Dec 01
Padini Holdings Berhad's (KLSE:PADINI) Dividend Will Be MYR0.018
AQUAWALK
RM 0.38
Aquawalk Group Berhad
7D
-5.1%
1Y
n/a