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Malaysian (KLSE) Consumer Discretionary Sector Analysis

UpdatedApr 20, 2025
DataAggregated Company Financials
Companies130
  • 7D4.3%
  • 3M-10.5%
  • 1Y-15.0%
  • YTD-14.0%

Over the last 7 days, the Consumer Discretionary industry has risen 4.3%, driven by gains from Mr D.I.Y. Group (M) Berhad of 14%. In contrast, the industry has lost 15% in the last 12 months. Looking forward, earnings are forecast to grow by 18% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 20 Apr 2025RM 82.4bRM 125.9bRM 4.0b12.6x20.5x0.7x
Tue, 18 Mar 2025RM 80.3bRM 125.2bRM 4.0b13.4x20.1x0.6x
Thu, 13 Feb 2025RM 92.5bRM 125.3bRM 4.9b13.4x18.8x0.7x
Sat, 11 Jan 2025RM 92.7bRM 125.0bRM 4.9b13.4x19.1x0.7x
Mon, 09 Dec 2024RM 93.4bRM 125.4bRM 4.9b13.1x19.1x0.7x
Wed, 06 Nov 2024RM 99.9bRM 127.0bRM 5.6b12.7x17.8x0.8x
Fri, 04 Oct 2024RM 100.4bRM 126.7bRM 5.6b13.4x17.9x0.8x
Sun, 01 Sep 2024RM 101.7bRM 126.8bRM 5.6b13.1x18.2x0.8x
Tue, 30 Jul 2024RM 105.8bRM 126.0bRM 5.9b14.3x18x0.8x
Thu, 27 Jun 2024RM 104.4bRM 125.9bRM 5.8b14.6x17.9x0.8x
Sat, 25 May 2024RM 104.7bRM 122.7bRM 4.8b15.1x21.7x0.9x
Mon, 22 Apr 2024RM 95.3bRM 122.8bRM 4.9b13.1x19.5x0.8x
Wed, 20 Mar 2024RM 98.2bRM 122.5bRM 4.9b13.3x20x0.8x
Fri, 16 Feb 2024RM 98.4bRM 121.3bRM 4.1b13.6x23.9x0.8x
Sun, 14 Jan 2024RM 103.2bRM 140.6bRM 4.8b13.7x21.3x0.7x
Tue, 12 Dec 2023RM 101.3bRM 140.5bRM 4.8b12.9x21x0.7x
Thu, 09 Nov 2023RM 99.8bRM 138.1bRM 4.1b12x24.1x0.7x
Sat, 07 Oct 2023RM 97.5bRM 138.0bRM 4.1b12.3x23.6x0.7x
Mon, 04 Sep 2023RM 99.7bRM 137.7bRM 4.1b12.2x24.2x0.7x
Wed, 02 Aug 2023RM 97.0bRM 135.2bRM 3.4b11.6x28.2x0.7x
Fri, 30 Jun 2023RM 94.6bRM 134.8bRM 3.5b10.9x27x0.7x
Sun, 28 May 2023RM 95.6bRM 134.1bRM 3.7b10.6x25.9x0.7x
Tue, 25 Apr 2023RM 100.2bRM 130.7bRM 3.5b11x28.8x0.8x
Thu, 23 Mar 2023RM 97.8bRM 127.5bRM 3.6b10.4x27.2x0.8x
Sat, 18 Feb 2023RM 106.6bRM 130.9bRM 4.2b11x25.4x0.8x
Mon, 16 Jan 2023RM 107.7bRM 131.2bRM 4.2b10.7x25.9x0.8x
Wed, 14 Dec 2022RM 104.3bRM 130.3bRM 4.0b11.3x25.9x0.8x
Fri, 11 Nov 2022RM 102.3bRM 116.4bRM 1.9b12.7x53.4x0.9x
Sun, 09 Oct 2022RM 101.9bRM 116.0bRM 1.9b12.6x54.7x0.9x
Tue, 06 Sep 2022RM 106.1bRM 115.1bRM 1.8b13.3x60.5x0.9x
Thu, 04 Aug 2022RM 106.4bRM 104.9b-RM 176,027,097.0014.9x-604.7x1x
Sat, 02 Jul 2022RM 102.7bRM 104.5b-RM 193,269,924.0014.7x-531.2x1x
Mon, 30 May 2022RM 109.0bRM 104.2b-RM 223,891,010.0015.4x-487x1x
Wed, 27 Apr 2022RM 110.6bRM 99.0b-RM 1,108,697,350.0018x-99.8x1.1x
Price to Earnings Ratio

-99.8x


Total Market Cap: RM 110.6bTotal Earnings: -RM 1,108,697,350.00Total Revenue: RM 99.0bTotal Market Cap vs Earnings and Revenue0%0%0%
Malaysian Consumer Discretionary Sector Price to Earnings3Y Average -80.9x202320242025
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 20.5x which is higher than its 3-year average PE of -80.9x.
  • The industry is trading close to its 3-year average PS ratio of 0.80x.
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 8.4% 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 Market2.86%
Consumer Discretionary4.32%
Specialty Stores8.83%
Retail Distributors4.03%
Consumer Services3.98%
General Merchandise and Department Stores3.33%
Auto Components2.62%
Luxury2.59%
Consumer Durables2.45%
Hospitality1.95%
Leisure0%0
Online Retail and Ecommerce0%0
Auto-3.47%
Industry PE
  • Investors are most optimistic about the Consumer Services industry which is trading above its 3-year average PE ratio of 87.1x.
    • Analysts are expecting annual earnings growth of 11.7%, which is lower than the prior year's growth of 39.8% per year.
Forecasted Growth
  • Analysts are most optimistic on the Auto industry, expecting annual earnings growth of 47% over the next 5 years.
  • This is better than its past earnings decline of 91% per year.
  • In contrast, the Retail Distributors industry is expected to see its earnings growth to stay flat 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 1.6614.5%
+RM 2.0b
13.7%PE27.6x
ORIENT Oriental Holdings BerhadRM 6.984.2%
+RM 173.7m
2.6%PE7.5x
KOPI Oriental Kopi Holdings BerhadRM 0.7612.6%
+RM 170.0m
n/aPE35.2x
MBMR MBM Resources BerhadRM 5.656.4%
+RM 132.9m
16.0%PE6.6x
GENTING Genting BerhadRM 3.270.9%
+RM 115.5m
-26.5%PE14.3x
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Latest News

ORIENT

RM 6.98

Oriental Holdings Berhad

7D

4.2%

1Y

2.6%

GENTING

RM 3.27

Genting Berhad

7D

0.9%

1Y

-26.5%

MBMR

RM 5.65

MBM Resources Berhad

7D

6.4%

1Y

16.0%

MAGMA

RM 0.29

Magma Group Berhad

7D

20.4%

1Y

51.3%

LSH

RM 0.82

Lim Seong Hai Capital Berhad

7D

-1.2%

1Y

n/a

BONIA

RM 1.18

Bonia Corporation Berhad

7D

-4.1%

1Y

-32.2%

SMRT

RM 0.90

SMRT Holdings Berhad

7D

18.5%

1Y

10.5%

DRBHCOM

RM 0.65

DRB-HICOM Berhad

7D

-3.7%

1Y

-52.6%

MAGNUM

RM 1.22

Magnum Berhad

7D

4.3%

1Y

7.0%

YOCB

RM 1.62

Yoong Onn Corporation Berhad

7D

-3.6%

1Y

-30.8%

PERMAJU

RM 0.03

Permaju Industries Berhad

7D

-14.3%

1Y

-33.3%

KOPI

RM 0.76

Oriental Kopi Holdings Berhad

7D

12.6%

1Y

n/a