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Malaysian (KLSE) Consumer Discretionary Sector Analysis

UpdatedJan 11, 2026
DataAggregated Company Financials
Companies134
  • 7D0.3%
  • 3M-4.9%
  • 1Y-10.3%
  • YTD0.4%

The Consumer Discretionary industry has been flat over the last week, but Lim Seong Hai Capital Berhad has lost 5.7%. As for the longer term, the industry has declined 10% in the last year. Looking forward, earnings are forecast to grow by 21% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 11 Jan 2026RM 105.9bRM 164.4bRM 3.8b14.4x28.1x0.6x
Tue, 09 Dec 2025RM 104.6bRM 164.5bRM 3.8b12.8x27.4x0.6x
Thu, 06 Nov 2025RM 89.3bRM 125.5bRM 3.0b13.7x29.5x0.7x
Sat, 04 Oct 2025RM 87.7bRM 125.4bRM 3.0b14.1x28.8x0.7x
Mon, 01 Sep 2025RM 82.5bRM 125.8bRM 3.0b13.6x27.8x0.7x
Wed, 30 Jul 2025RM 84.1bRM 125.5bRM 3.1b11.4x27.3x0.7x
Fri, 27 Jun 2025RM 84.1bRM 125.7bRM 3.1b11.8x26.9x0.7x
Sun, 25 May 2025RM 83.9bRM 126.0bRM 4.1b12x20.6x0.7x
Tue, 22 Apr 2025RM 82.1bRM 125.9bRM 4.0b12.2x20.4x0.7x
Thu, 20 Mar 2025RM 80.1bRM 125.2bRM 4.0b13.3x20x0.6x
Sat, 15 Feb 2025RM 93.2bRM 125.3bRM 4.9b13.4x19x0.7x
Mon, 13 Jan 2025RM 92.7bRM 125.0bRM 4.9b13.4x19.1x0.7x
Wed, 11 Dec 2024RM 93.0bRM 125.4bRM 4.9b13x19x0.7x
Fri, 08 Nov 2024RM 99.0bRM 127.0bRM 5.6b12.5x17.6x0.8x
Sun, 06 Oct 2024RM 99.6bRM 126.7bRM 5.6b12.9x17.8x0.8x
Tue, 03 Sep 2024RM 101.8bRM 126.9bRM 5.6b13.1x18.2x0.8x
Thu, 01 Aug 2024RM 106.1bRM 126.0bRM 5.9b14.5x18.1x0.8x
Sat, 29 Jun 2024RM 104.3bRM 125.9bRM 5.8b14.9x17.8x0.8x
Mon, 27 May 2024RM 104.7bRM 122.9bRM 4.9b15.1x21.4x0.9x
Wed, 24 Apr 2024RM 96.9bRM 122.8bRM 4.9b13.4x19.8x0.8x
Fri, 22 Mar 2024RM 97.4bRM 122.5bRM 4.9b13.3x19.9x0.8x
Sun, 18 Feb 2024RM 99.3bRM 121.3bRM 4.1b13.5x24x0.8x
Tue, 16 Jan 2024RM 103.4bRM 140.6bRM 4.8b13.6x21.4x0.7x
Thu, 14 Dec 2023RM 101.4bRM 140.5bRM 4.8b12.7x21x0.7x
Sat, 11 Nov 2023RM 99.2bRM 138.1bRM 4.1b12.1x23.9x0.7x
Mon, 09 Oct 2023RM 97.5bRM 138.0bRM 4.1b12.3x23.6x0.7x
Wed, 06 Sep 2023RM 98.6bRM 137.7bRM 4.1b12.2x23.9x0.7x
Fri, 04 Aug 2023RM 96.2bRM 135.2bRM 3.4b11.6x28x0.7x
Sun, 02 Jul 2023RM 94.8bRM 134.8bRM 3.5b10.9x27x0.7x
Tue, 30 May 2023RM 95.4bRM 134.1bRM 3.7b11.1x25.9x0.7x
Thu, 27 Apr 2023RM 99.1bRM 130.7bRM 3.5b10.8x28.5x0.8x
Sat, 25 Mar 2023RM 97.3bRM 130.7bRM 3.5b10.5x28.1x0.7x
Mon, 20 Feb 2023RM 106.6bRM 130.9bRM 4.2b10.9x25.4x0.8x
Wed, 18 Jan 2023RM 107.7bRM 131.2bRM 4.2b10.9x25.9x0.8x
Price to Earnings Ratio

25.9x


Total Market Cap: RM 107.7bTotal Earnings: RM 4.2bTotal Revenue: RM 131.2bTotal Market Cap vs Earnings and Revenue0%0%0%
Malaysian Consumer Discretionary Sector Price to Earnings3Y Average 23.3x202420252026
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 28.1x which is higher than its 3-year average PE of 23.3x.
  • The industry is trading close to its 3-year average PS ratio of 0.74x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have declined 3.2% per year over the last three years.
  • Meanwhile revenues for these companies have grown 7.8% 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, which has decreased profits.

Industry Trends

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

MY Market1.81%
Consumer Discretionary0.35%
Auto2.25%
Consumer Durables1.44%
Auto Components0.97%
Specialty Stores0.59%
Luxury0.52%
Consumer Services0.30%
Hospitality0.14%
Leisure0%0
Online Retail and Ecommerce0%0
General Merchandise and Department Stores-2.27%
Retail Distributors-3.36%
Industry PE
  • Investors are most optimistic about the Hospitality industry which is trading above its 3-year average PE ratio of 18.0x.
    • Analysts are expecting annual earnings growth of 40.3%, 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 58% 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 grow by 2.4% 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) BerhadRM 1.581.9%
+RM 284.2m		-12.2%PE24.3x
PETDAG PETRONAS Dagangan BerhadRM 20.180.6%
+RM 119.2m		5.7%PE18.4x
EXSIMHB Exsim Hospitality BerhadRM 0.2821.7%
+RM 116.1m		-20.0%PE24.6x
EG EG Industries BerhadRM 1.168.4%
+RM 81.9m		-13.4%PE14.5x
DRBHCOM DRB-HICOM BerhadRM 1.071.9%
+RM 38.7m		0.9%PE147.7x

Latest News

ICONIC
RM 0.085
Iconic Worldwide Berhad
7D
21.4%
1Y
-19.0%

What Iconic Worldwide Berhad's (KLSE:ICONIC) 31% Share Price Gain Is Not Telling You

Jan 09
What Iconic Worldwide Berhad's (KLSE:ICONIC) 31% Share Price Gain Is Not Telling You
MRDIY
RM 1.58
Mr D.I.Y. Group (M) Berhad
7D
1.9%
1Y
-12.2%

Mr D.I.Y. Group (M) Berhad's (KLSE:MRDIY) Share Price Not Quite Adding Up

Jan 05
Mr D.I.Y. Group (M) Berhad's (KLSE:MRDIY) Share Price Not Quite Adding Up
EXSIMHB
RM 0.28
Exsim Hospitality Berhad
7D
21.7%
1Y
-20.0%
PETDAG
RM 20.18
PETRONAS Dagangan Berhad
7D
0.6%
1Y
5.7%
LSH
RM 2.00
Lim Seong Hai Capital Berhad
7D
-5.7%
1Y
n/a
MAGMA
RM 0.32
Magma Group Berhad
7D
-8.6%
1Y
39.1%
BAUTO
RM 0.68
Bermaz Auto Berhad
7D
-3.5%
1Y
-55.6%
PHB
RM 0.005
Pegasus Heights Berhad
7D
-50.0%
1Y
-50.0%

Pegasus Heights Berhad (KLSE:PHB) Is Experiencing Growth In Returns On Capital

Dec 07
Pegasus Heights Berhad (KLSE:PHB) Is Experiencing Growth In Returns On Capital
GENTING
RM 2.96
Genting Berhad
7D
-0.7%
1Y
-19.1%
CKI
RM 0.54
CUCKOO International (MAL) Berhad
7D
-5.3%
1Y
n/a

Market Cool On CUCKOO International (MAL) Berhad's (KLSE:CKI) Earnings Pushing Shares 29% Lower

Dec 01
Market Cool On CUCKOO International (MAL) Berhad's (KLSE:CKI) Earnings Pushing Shares 29% Lower
PADINI
RM 1.84
Padini Holdings Berhad
7D
1.7%
1Y
-15.6%

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

Dec 01
Padini Holdings Berhad's (KLSE:PADINI) Dividend Will Be MYR0.018
DRBHCOM
RM 1.07
DRB-HICOM Berhad
7D
1.9%
1Y
0.9%
MBMR
RM 5.10
MBM Resources Berhad
7D
-2.3%
1Y
-17.1%
EG
RM 1.16
EG Industries Berhad
7D
8.4%
1Y
-13.4%
MAGNUM
RM 1.32
Magnum Berhad
7D
-2.2%
1Y
-1.5%

Magnum Berhad (KLSE:MAGNUM) Is Paying Out A Dividend Of MYR0.02

Nov 23
Magnum Berhad (KLSE:MAGNUM) Is Paying Out A Dividend Of MYR0.02
AQUAWALK
RM 0.41
Aquawalk Group Berhad
7D
5.1%
1Y
n/a