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Malaysian (KLSE) Consumer Discretionary Sector Analysis
UpdatedMar 11, 2026
DataAggregated Company Financials
Companies137
- 7D-2.6%
- 3M0.5%
- 1Y5.4%
- YTD-1.1%
Over the last 7 days, the Consumer Discretionary industry has dropped 3.8%, driven by PETRONAS Dagangan Berhad declining 4.4%. Over the last year, the industry has been flat overall. As for the next few years, earnings are expected to grow by 13% per annum.
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 |
|---|---|---|---|---|---|---|
| Wed, 11 Mar 2026 | RM 104.8b | RM 167.1b | RM 4.4b | 13.1x | 23.7x | 0.6x |
| Fri, 06 Feb 2026 | RM 107.2b | RM 164.4b | RM 3.7b | 14.4x | 28.7x | 0.7x |
| Sun, 04 Jan 2026 | RM 105.4b | RM 164.5b | RM 3.8b | 13.6x | 27.8x | 0.6x |
| Tue, 02 Dec 2025 | RM 109.2b | RM 164.2b | RM 3.8b | 13.3x | 28.8x | 0.7x |
| Thu, 30 Oct 2025 | RM 90.2b | RM 125.5b | RM 3.0b | 14x | 29.8x | 0.7x |
| Sat, 27 Sep 2025 | RM 86.7b | RM 125.4b | RM 3.0b | 14.5x | 28.6x | 0.7x |
| Mon, 25 Aug 2025 | RM 83.4b | RM 125.4b | RM 3.0b | 13.2x | 28.1x | 0.7x |
| Wed, 23 Jul 2025 | RM 84.2b | RM 125.4b | RM 3.1b | 11.6x | 27.3x | 0.7x |
| Fri, 20 Jun 2025 | RM 81.8b | RM 124.3b | RM 3.0b | 11.7x | 27.2x | 0.7x |
| Sun, 18 May 2025 | RM 84.6b | RM 126.0b | RM 4.1b | 12.7x | 20.7x | 0.7x |
| Tue, 15 Apr 2025 | RM 80.7b | RM 125.9b | RM 4.0b | 12.5x | 20x | 0.6x |
| Thu, 13 Mar 2025 | RM 78.6b | RM 125.5b | RM 4.0b | 13.1x | 19.5x | 0.6x |
| Sat, 08 Feb 2025 | RM 92.8b | RM 125.3b | RM 4.9b | 13.3x | 18.9x | 0.7x |
| Mon, 06 Jan 2025 | RM 95.1b | RM 125.1b | RM 4.8b | 13.4x | 19.6x | 0.8x |
| Wed, 04 Dec 2024 | RM 93.5b | RM 125.3b | RM 4.9b | 12.8x | 19.1x | 0.7x |
| Fri, 01 Nov 2024 | RM 99.2b | RM 127.0b | RM 5.6b | 12.6x | 17.6x | 0.8x |
| Sun, 29 Sep 2024 | RM 100.4b | RM 126.7b | RM 5.6b | 12.9x | 17.9x | 0.8x |
| Tue, 27 Aug 2024 | RM 102.6b | RM 126.9b | RM 5.8b | 13.2x | 17.6x | 0.8x |
| Thu, 25 Jul 2024 | RM 105.7b | RM 125.9b | RM 5.9b | 14.3x | 18x | 0.8x |
| Sat, 22 Jun 2024 | RM 105.3b | RM 125.9b | RM 5.8b | 14.3x | 18.1x | 0.8x |
| Mon, 20 May 2024 | RM 103.9b | RM 122.6b | RM 4.8b | 14.9x | 21.5x | 0.8x |
| Wed, 17 Apr 2024 | RM 96.8b | RM 122.8b | RM 4.9b | 13.1x | 19.8x | 0.8x |
| Fri, 15 Mar 2024 | RM 98.9b | RM 122.4b | RM 4.9b | 13.4x | 20.3x | 0.8x |
| Sun, 11 Feb 2024 | RM 97.6b | RM 121.3b | RM 4.1b | 13.7x | 23.7x | 0.8x |
| Tue, 09 Jan 2024 | RM 105.4b | RM 140.6b | RM 4.8b | 13.6x | 21.8x | 0.7x |
| Thu, 07 Dec 2023 | RM 101.3b | RM 140.4b | RM 4.8b | 12.7x | 21x | 0.7x |
| Sat, 04 Nov 2023 | RM 98.5b | RM 138.1b | RM 4.2b | 12.1x | 23.7x | 0.7x |
| Mon, 02 Oct 2023 | RM 98.6b | RM 138.0b | RM 4.1b | 12.4x | 23.8x | 0.7x |
| Wed, 30 Aug 2023 | RM 99.1b | RM 137.2b | RM 3.8b | 12.3x | 25.8x | 0.7x |
| Fri, 28 Jul 2023 | RM 97.8b | RM 135.2b | RM 3.5b | 11.7x | 28.3x | 0.7x |
| Sun, 25 Jun 2023 | RM 94.7b | RM 134.9b | RM 3.5b | 10.9x | 26.8x | 0.7x |
| Tue, 23 May 2023 | RM 97.8b | RM 130.4b | RM 3.1b | 10.8x | 31.1x | 0.8x |
| Thu, 20 Apr 2023 | RM 99.8b | RM 130.7b | RM 3.5b | 10.7x | 28.7x | 0.8x |
| Sat, 18 Mar 2023 | RM 100.6b | RM 135.1b | RM 3.6b | 10.5x | 27.8x | 0.7x |
Price to Earnings Ratio
27.8x
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 23.3x.
- 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 grown 6.8% per year over the last three years.
- Revenues for these companies have grown 7.3% per year.
- This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.
Industry Trends
Which industries have driven the changes within the Malaysian Consumer Discretionary sector?
| MY Market | -1.42% | |
| Consumer Discretionary | -2.63% | |
| Leisure | 0% | 0 |
| Online Retail and Ecommerce | 0% | 0 |
| Consumer Durables | -0.42% | |
| Consumer Services | -0.64% | |
| Luxury | -1.38% | |
| Retail Distributors | -1.51% | |
| Hospitality | -2.23% | |
| Specialty Stores | -3.12% | |
| Auto | -5.04% | |
| Auto Components | -5.12% | |
| General Merchandise and Department Stores | -7.69% | |
Industry PE
- Investors are most optimistic about the Consumer Services industry even though it's trading below its 3-year average PE ratio of 145x.
- Analysts are expecting annual earnings growth of 4.9%, which is lower than the prior year's growth of 52.6% per year.
Forecasted Growth
- Analysts are most optimistic on the Hospitality industry, expecting annual earnings growth of 26% over the next 5 years.
- This is better than its past earnings growth rate of 8.9% per year.
- In contrast, the Auto industry is expected to see its earnings decline by 21% 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 | |
|---|---|---|---|---|---|
| GENM Genting Malaysia Berhad | RM 2.02 | 1.0% +RM 113.4m | 15.4% | PE15.2x | |
| AQUAWALK Aquawalk Group Berhad | RM 0.29 | 16.0% +RM 73.7m | n/a | PE14x | |
| SERNKOU Sern Kou Resources Berhad | RM 0.86 | 4.9% +RM 43.1m | 4.2% | PS1.9x | |
| ZHULIAN Zhulian Corporation Berhad | RM 0.88 | 7.3% +RM 27.6m | -23.5% | PE28.6x | |
| AMWAY Amway (Malaysia) Holdings Berhad | RM 5.06 | 3.3% +RM 26.3m | -19.3% | PE18.4x |