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Malaysian (KLSE) Consumer Discretionary Sector Analysis

UpdatedNov 11, 2025
DataAggregated Company Financials
Companies132
  • 7D0.5%
  • 3M6.2%
  • 1Y-6.0%
  • YTD-4.2%

The Consumer Discretionary industry has stayed flat over the last week. As for the longer term, the industry has declined 5.7% in the last year. As for the next few years, earnings are expected to grow by 14% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 13 Nov 2025RM 112.4bRM 162.0bRM 4.2b13.7x26.9x0.7x
Sat, 11 Oct 2025RM 87.4bRM 125.4bRM 3.0b14.1x28.7x0.7x
Mon, 08 Sep 2025RM 83.5bRM 125.8bRM 3.1b14x27.1x0.7x
Wed, 06 Aug 2025RM 83.9bRM 125.5bRM 3.1b11.5x27.1x0.7x
Fri, 04 Jul 2025RM 85.2bRM 125.6bRM 3.1b11.8x27.6x0.7x
Sun, 01 Jun 2025RM 82.1bRM 125.0bRM 3.2b11.8x25.5x0.7x
Tue, 29 Apr 2025RM 83.0bRM 125.9bRM 4.0b12.1x20.6x0.7x
Thu, 27 Mar 2025RM 81.4bRM 125.7bRM 4.1b12.8x20x0.6x
Sat, 22 Feb 2025RM 90.6bRM 125.2bRM 4.9b13x18.4x0.7x
Mon, 20 Jan 2025RM 91.0bRM 125.0bRM 4.9b12.9x18.7x0.7x
Wed, 18 Dec 2024RM 91.6bRM 125.0bRM 4.8b12.8x18.9x0.7x
Fri, 15 Nov 2024RM 97.3bRM 127.0bRM 5.6b12.5x17.3x0.8x
Sun, 13 Oct 2024RM 100.9bRM 126.9bRM 5.6b13.1x18x0.8x
Tue, 10 Sep 2024RM 99.1bRM 127.0bRM 5.7b13.1x17.4x0.8x
Thu, 08 Aug 2024RM 101.1bRM 126.0bRM 5.9b14.1x17.3x0.8x
Sat, 06 Jul 2024RM 104.4bRM 125.9bRM 5.9b14.5x17.8x0.8x
Mon, 03 Jun 2024RM 103.8bRM 123.4bRM 5.2b14.7x19.9x0.8x
Wed, 01 May 2024RM 98.5bRM 122.8bRM 4.9b14.2x20.2x0.8x
Fri, 29 Mar 2024RM 97.0bRM 122.6bRM 4.9b13.1x19.9x0.8x
Sun, 25 Feb 2024RM 99.5bRM 121.3bRM 4.1b13.9x24.4x0.8x
Tue, 23 Jan 2024RM 102.4bRM 140.6bRM 4.8b13.5x21.2x0.7x
Thu, 21 Dec 2023RM 101.8bRM 140.7bRM 4.8b13.5x21x0.7x
Sat, 18 Nov 2023RM 100.9bRM 138.1bRM 4.2b12.2x24.3x0.7x
Mon, 16 Oct 2023RM 99.2bRM 138.2bRM 4.2b12.3x23.9x0.7x
Wed, 13 Sep 2023RM 98.6bRM 137.7bRM 4.1b12.1x23.8x0.7x
Fri, 11 Aug 2023RM 98.6bRM 135.2bRM 3.5b11.6x28.6x0.7x
Sun, 09 Jul 2023RM 94.9bRM 134.8bRM 3.4b10.8x27.8x0.7x
Tue, 06 Jun 2023RM 95.7bRM 134.6bRM 3.5b11.6x27.5x0.7x
Thu, 04 May 2023RM 100.3bRM 130.7bRM 3.5b11.2x28.8x0.8x
Sat, 01 Apr 2023RM 98.3bRM 130.8bRM 3.5b10.8x28.2x0.8x
Mon, 27 Feb 2023RM 103.4bRM 133.4bRM 3.8b10.5x27.4x0.8x
Wed, 25 Jan 2023RM 108.1bRM 131.2bRM 4.2b10.8x26x0.8x
Fri, 23 Dec 2022RM 104.6bRM 131.0bRM 4.1b11.2x25.6x0.8x
Sun, 20 Nov 2022RM 103.2bRM 116.7bRM 2.0b12.2x51.4x0.9x
Price to Earnings Ratio

51.4x


Total Market Cap: RM 103.2bTotal Earnings: RM 2.0bTotal Revenue: RM 116.7bTotal Market Cap vs Earnings and Revenue0%0%0%
Malaysian Consumer Discretionary Sector Price to Earnings3Y Average 23.5x202320242025
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 26.9x which is higher than its 3-year average PE of 23.5x.
  • 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 grown 28% per year over the last three years.
  • Revenues for these companies have grown 12% 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 Market0.44%
Consumer Discretionary0.45%
General Merchandise and Department Stores14.29%
Auto1.78%
Retail Distributors1.66%
Hospitality1.08%
Luxury0.94%
Auto Components0.60%
Consumer Durables0.23%
Leisure0%0
Online Retail and Ecommerce0%0
Specialty Stores-0.26%
Consumer Services-0.38%
Industry PE
  • Investors are most optimistic about the Hospitality industry which is trading above its 3-year average PE ratio.
    • Analysts are expecting annual earnings growth of 22.9%, which is lower than the prior year's growth of 28.4% per year.
Forecasted Growth
  • Analysts are most optimistic on the Auto industry, expecting annual earnings growth of 55% over the next 5 years.
  • This is better than its past earnings decline of 86% per year.
  • In contrast, the Retail Distributors industry is expected to see its earnings grow by 4.1% 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
GENTING Genting BerhadRM 3.502.0%
+RM 269.5m
-6.9%PE44.5x
FCW FCW Holdings BerhadRM 2.1020.0%
+RM 87.5m
40.9%PE28.5x
MAGMA Magma Group BerhadRM 0.3411.5%
+RM 58.8m
61.9%PS39.7x
SHANG Shangri-La Hotels (Malaysia) BerhadRM 1.797.8%
+RM 57.2m
-10.1%PE24.6x
GENM Genting Malaysia BerhadRM 2.350.4%
+RM 56.7m
10.3%PE22.2x

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