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Malaysian (KLSE) Consumer Discretionary Sector Analysis

UpdatedDec 17, 2025
DataAggregated Company Financials
Companies135
  • 7D-0.4%
  • 3M-4.8%
  • 1Y-11.7%
  • YTD-12.3%

The Consumer Discretionary industry has been flat over the last week, but DRB-HICOM Berhad has lost 7.9%. Unfortunately though, the industry is down 12% over the past 12 months. Earnings are forecast to grow by 22% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
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
Thu, 26 Jan 2023RM 108.1bRM 131.2bRM 4.2b10.9x26x0.8x
Sat, 24 Dec 2022RM 104.4bRM 131.1bRM 4.1b10.4x25.4x0.8x
Price to Earnings Ratio

25.4x


Total Market Cap: RM 104.4bTotal Earnings: RM 4.1bTotal Revenue: RM 131.1bTotal Market Cap vs Earnings and Revenue0%0%0%
Malaysian Consumer Discretionary Sector Price to Earnings3Y Average 23.2x202320242025
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 27.2x which is higher than its 3-year average PE of 23.2x.
  • 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 2.4% per year over the last three years.
  • Meanwhile revenues for these companies have grown 7.9% 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 Market1.27%
Consumer Discretionary-0.36%
Auto Components2.08%
Luxury1.80%
Specialty Stores0.65%
Consumer Services0.53%
Leisure0%0
Online Retail and Ecommerce0%0
General Merchandise and Department Stores0%0
Hospitality-1.31%
Consumer Durables-1.41%
Retail Distributors-2.65%
Auto-3.55%
Industry PE
  • Investors are most optimistic about the Hospitality industry which is trading above its 3-year average PE ratio of 6.1x.
    • Analysts are expecting annual earnings growth of 40.9%, 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 Luxury industry is expected to see its earnings grow by 5.2% 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
GENM Genting Malaysia BerhadRM 2.093.0%
+RM 340.1m		-1.9%PE78.4x
MRDIY Mr D.I.Y. Group (M) BerhadRM 1.492.1%
+RM 284.2m		-17.7%PE22.9x
PETDAG PETRONAS Dagangan BerhadRM 19.340.6%
+RM 119.2m		-4.4%PE17.6x
MBMR MBM Resources BerhadRM 5.244.4%
+RM 86.0m		-15.5%PE6.1x
PHB Pegasus Heights BerhadRM 0.01100.0%
+RM 54.1m		0%PE316.4x

Latest News

FCW
RM 1.80
FCW Holdings Berhad
7D
-10.0%
1Y
7.8%
MYNEWS
RM 0.54
Mynews Holdings Berhad
7D
-6.1%
1Y
-21.9%

We Think Mynews Holdings Berhad (KLSE:MYNEWS) Can Stay On Top Of Its Debt

Dec 16
We Think Mynews Holdings Berhad (KLSE:MYNEWS) Can Stay On Top Of Its Debt
EPMB
RM 0.55
EP Manufacturing Bhd
7D
41.6%
1Y
-6.8%

Is EP Manufacturing Bhd (KLSE:EPMB) A Risky Investment?

Dec 15
Is EP Manufacturing Bhd (KLSE:EPMB) A Risky Investment?
PHB
RM 0.01
Pegasus Heights Berhad
7D
100.0%
1Y
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
GENM
RM 2.09
Genting Malaysia Berhad
7D
3.0%
1Y
-1.9%
RGB
RM 0.22
RGB International Bhd
7D
7.3%
1Y
-45.0%

Additional Considerations Required While Assessing RGB International Bhd's (KLSE:RGB) Strong Earnings

Dec 02
Additional Considerations Required While Assessing RGB International Bhd's (KLSE:RGB) Strong Earnings
PADINI
RM 1.82
Padini Holdings Berhad
7D
-4.2%
1Y
-20.5%

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 1.05
DRB-HICOM Berhad
7D
-7.9%
1Y
1.9%
MRDIY
RM 1.49
Mr D.I.Y. Group (M) Berhad
7D
2.1%
1Y
-17.7%
PETDAG
RM 19.34
PETRONAS Dagangan Berhad
7D
0.6%
1Y
-4.4%
MBMR
RM 5.24
MBM Resources Berhad
7D
4.4%
1Y
-15.5%
MAGMA
RM 0.35
Magma Group Berhad
7D
-2.8%
1Y
62.8%
EG
RM 1.10
EG Industries Berhad
7D
-6.8%
1Y
-1.3%
ATLAN
RM 3.09
Atlan Holdings Bhd
7D
3.0%
1Y
19.8%

Fewer Investors Than Expected Jumping On Atlan Holdings Bhd (KLSE:ATLAN)

Nov 27
Fewer Investors Than Expected Jumping On Atlan Holdings Bhd (KLSE:ATLAN)
SEG
RM 0.70
SEG International Bhd
7D
-4.8%
1Y
12.0%
BJFOOD
RM 0.24
Berjaya Food Berhad
7D
-4.0%
1Y
-32.4%