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Malaysian (KLSE) Consumer Discretionary Sector Analysis
UpdatedDec 21, 2024
DataAggregated Company Financials
Companies127
- 7D-1.0%
- 3M-7.3%
- 1Y-4.1%
- YTD-4.5%
The Consumer Discretionary industry has been flat over the last week, but Bermaz Auto Berhad has lost 19%. Unfortunately though, the industry is down 4.2% over the past 12 months. Looking forward, earnings are forecast to grow by 16% annually.
Sector Valuation and Performance
Has the Malaysian Consumer Discretionary Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 21 Dec 2024 | RM 91.6b | RM 125.1b | RM 4.8b | 12.7x | 18.9x | 0.7x |
| Mon, 18 Nov 2024 | RM 93.4b | RM 126.5b | RM 5.5b | 12.5x | 17x | 0.7x |
| Wed, 16 Oct 2024 | RM 99.5b | RM 126.9b | RM 5.6b | 13.1x | 17.7x | 0.8x |
| Fri, 13 Sep 2024 | RM 98.6b | RM 126.7b | RM 5.7b | 13.1x | 17.4x | 0.8x |
| Sun, 11 Aug 2024 | RM 102.4b | RM 126.0b | RM 5.9b | 14.3x | 17.5x | 0.8x |
| Tue, 09 Jul 2024 | RM 104.4b | RM 125.9b | RM 5.9b | 14.5x | 17.8x | 0.8x |
| Thu, 06 Jun 2024 | RM 103.7b | RM 125.8b | RM 5.8b | 14.1x | 17.8x | 0.8x |
| Sat, 04 May 2024 | RM 99.5b | RM 122.8b | RM 4.9b | 14.1x | 20.4x | 0.8x |
| Mon, 01 Apr 2024 | RM 97.0b | RM 122.7b | RM 4.9b | 13x | 19.9x | 0.8x |
| Wed, 28 Feb 2024 | RM 99.9b | RM 121.3b | RM 3.9b | 14x | 25.5x | 0.8x |
| Fri, 26 Jan 2024 | RM 102.6b | RM 140.6b | RM 4.8b | 13.6x | 21.2x | 0.7x |
| Sun, 24 Dec 2023 | RM 101.1b | RM 140.7b | RM 4.8b | 13.4x | 20.9x | 0.7x |
| Tue, 21 Nov 2023 | RM 101.0b | RM 138.0b | RM 4.2b | 12.2x | 24.3x | 0.7x |
| Thu, 19 Oct 2023 | RM 98.3b | RM 138.2b | RM 4.2b | 12.1x | 23.7x | 0.7x |
| Sat, 16 Sep 2023 | RM 98.3b | RM 138.1b | RM 4.2b | 12.2x | 23.5x | 0.7x |
| Mon, 14 Aug 2023 | RM 99.3b | RM 135.2b | RM 3.5b | 11.5x | 28.8x | 0.7x |
| Wed, 12 Jul 2023 | RM 94.9b | RM 134.8b | RM 3.4b | 10.7x | 27.8x | 0.7x |
| Fri, 09 Jun 2023 | RM 94.7b | RM 134.6b | RM 3.5b | 11.6x | 27.3x | 0.7x |
| Sun, 07 May 2023 | RM 99.7b | RM 130.7b | RM 3.2b | 11x | 31.3x | 0.8x |
| Tue, 04 Apr 2023 | RM 100.1b | RM 130.8b | RM 3.5b | 10.7x | 28.7x | 0.8x |
| Thu, 02 Mar 2023 | RM 102.8b | RM 134.3b | RM 3.5b | 10.8x | 29.6x | 0.8x |
| Sat, 28 Jan 2023 | RM 110.1b | RM 131.2b | RM 4.2b | 10.8x | 26.5x | 0.8x |
| Mon, 26 Dec 2022 | RM 104.4b | RM 131.1b | RM 4.1b | 10.4x | 25.4x | 0.8x |
| Wed, 23 Nov 2022 | RM 100.8b | RM 117.0b | RM 2.0b | 11.9x | 49.3x | 0.9x |
| Fri, 21 Oct 2022 | RM 100.7b | RM 116.0b | RM 1.9b | 12.3x | 53.6x | 0.9x |
| Sun, 18 Sep 2022 | RM 106.0b | RM 115.5b | RM 1.8b | 13.5x | 60x | 0.9x |
| Tue, 16 Aug 2022 | RM 105.5b | RM 105.1b | -RM 121,702,203.00 | 14.9x | -866.6x | 1x |
| Thu, 14 Jul 2022 | RM 101.0b | RM 104.8b | -RM 193,339,930.00 | 14x | -522.3x | 1x |
| Sat, 11 Jun 2022 | RM 108.7b | RM 104.3b | -RM 213,592,471.00 | 15.5x | -508.8x | 1x |
| Mon, 09 May 2022 | RM 111.6b | RM 98.9b | -RM 1,082,808,134.00 | 18.3x | -103x | 1.1x |
| Wed, 06 Apr 2022 | RM 110.8b | RM 98.9b | -RM 1,128,544,360.00 | 17.5x | -98.2x | 1.1x |
| Fri, 04 Mar 2022 | RM 110.6b | RM 99.0b | -RM 906,431,623.00 | 16.9x | -122x | 1.1x |
| Sun, 30 Jan 2022 | RM 105.9b | RM 96.0b | -RM 717,951,695.00 | 16.1x | -147.6x | 1.1x |
| Tue, 28 Dec 2021 | RM 106.1b | RM 94.9b | -RM 755,166,441.00 | 15x | -140.5x | 1.1x |
Price to Earnings Ratio
-140.5x
Current Industry PE
- Investors are pessimistic on the Malaysian Consumer Discretionary 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 19.0x which is higher than its 3-year average PE of -97.5x.
- The industry is trading close to its 3-year average PS ratio of 0.85x.
Past Earnings Growth
- Total earnings for the Consumer Discretionary industry have gone up over the last three years, and the industry is now profitable. Revenues have grown 9.6% 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 Malaysian Consumer Discretionary sector?
| MY Market | -0.98% | |
| Consumer Discretionary | -1.00% | |
| Auto Components | 2.06% | |
| Leisure | 0% | |
| Online Retail and Ecommerce | 0% | |
| General Merchandise and Department Stores | 0% | |
| Hospitality | -0.33% | |
| Auto | -0.59% | |
| Consumer Durables | -0.60% | |
| Specialty Stores | -1.40% | |
| Consumer Services | -2.68% | |
| Retail Distributors | -2.95% | |
| Luxury | -6.24% | |
Industry PE
- Investors are most optimistic about the Consumer Services industry which is trading above its 3-year average PE ratio of 80.1x.
- Analysts are expecting annual earnings growth of 11.5%, which is lower than the prior year's growth of 50.4% per year.
Forecasted Growth
- Analysts are most optimistic on the Auto industry, expecting annual earnings growth of 41% over the next 5 years.
- This is better than its past earnings decline of 15% per year.
- In contrast, the Retail Distributors industry is expected to see its earnings decline by 4.6% 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 | |
|---|---|---|---|---|---|
| MRDIY Mr D.I.Y. Group (M) Berhad | RM 1.82 | 0.6% +RM 94.6m | 24.7% | PE29.7x | |
| FEYTECH Feytech Holdings Berhad | RM 0.78 | 13.9% +RM 80.1m | n/a | PE15x | |
| GENM Genting Malaysia Berhad | RM 2.13 | 0.5% +RM 56.7m | -19.9% | PE12.7x | |
| BJLAND Berjaya Land Berhad | RM 0.33 | 3.1% +RM 48.9m | 17.9% | PS0.2x | |
| SENHENG Senheng New Retail Berhad | RM 0.28 | 12.2% +RM 45.0m | -16.7% | PE20x |
