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Malaysian (KLSE) Consumer Discretionary Sector Analysis
UpdatedDec 23, 2025
DataAggregated Company Financials
Companies135
- 7D0.7%
- 3M-4.1%
- 1Y-10.3%
- YTD-11.7%
Last week, the Consumer Discretionary industry hasn't moved much but Oriental Kopi Holdings Berhad is up 14% in that time. Unfortunately though, the industry is down 9.7% over the past 12 months. As for the next few years, earnings are expected to grow by 22% 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 |
|---|---|---|---|---|---|---|
| Tue, 23 Dec 2025 | RM 104.5b | RM 164.5b | RM 3.8b | 13.7x | 27.4x | 0.6x |
| Thu, 20 Nov 2025 | RM 109.6b | RM 162.2b | RM 4.2b | 13.5x | 25.8x | 0.7x |
| Sat, 18 Oct 2025 | RM 91.2b | RM 125.5b | RM 3.0b | 14x | 30.2x | 0.7x |
| Mon, 15 Sep 2025 | RM 84.1b | RM 125.4b | RM 3.0b | 13.5x | 27.8x | 0.7x |
| Wed, 13 Aug 2025 | RM 83.3b | RM 125.5b | RM 3.1b | 11.4x | 26.8x | 0.7x |
| Fri, 11 Jul 2025 | RM 86.1b | RM 125.6b | RM 3.1b | 12.1x | 27.9x | 0.7x |
| Sun, 08 Jun 2025 | RM 82.6b | RM 124.6b | RM 3.1b | 11.9x | 26.7x | 0.7x |
| Tue, 06 May 2025 | RM 83.6b | RM 126.0b | RM 4.0b | 12.1x | 20.7x | 0.7x |
| Thu, 03 Apr 2025 | RM 81.0b | RM 125.8b | RM 4.0b | 12.9x | 20.1x | 0.6x |
| Sat, 01 Mar 2025 | RM 82.4b | RM 125.9b | RM 5.0b | 13x | 16.6x | 0.7x |
| Mon, 27 Jan 2025 | RM 92.6b | RM 125.3b | RM 4.9b | 13.3x | 18.8x | 0.7x |
| Wed, 25 Dec 2024 | RM 92.2b | RM 125.1b | RM 4.8b | 13x | 19x | 0.7x |
| Fri, 22 Nov 2024 | RM 94.5b | RM 126.3b | RM 5.4b | 12.6x | 17.6x | 0.7x |
| Sun, 20 Oct 2024 | RM 100.9b | RM 126.9b | RM 5.6b | 12.7x | 17.9x | 0.8x |
| Tue, 17 Sep 2024 | RM 99.0b | RM 126.7b | RM 5.7b | 13.1x | 17.4x | 0.8x |
| Thu, 15 Aug 2024 | RM 102.8b | RM 126.1b | RM 5.9b | 14.6x | 17.5x | 0.8x |
| Sat, 13 Jul 2024 | RM 104.5b | RM 125.9b | RM 5.9b | 14.9x | 17.8x | 0.8x |
| Mon, 10 Jun 2024 | RM 104.9b | RM 125.8b | RM 5.8b | 14.1x | 18x | 0.8x |
| Wed, 08 May 2024 | RM 100.0b | RM 122.4b | RM 4.8b | 14.2x | 20.8x | 0.8x |
| Fri, 05 Apr 2024 | RM 97.7b | RM 122.8b | RM 4.9b | 13.2x | 20x | 0.8x |
| Sun, 03 Mar 2024 | RM 97.3b | RM 122.4b | RM 4.9b | 13.2x | 19.8x | 0.8x |
| Tue, 30 Jan 2024 | RM 103.9b | RM 140.6b | RM 4.8b | 13.7x | 21.4x | 0.7x |
| Thu, 28 Dec 2023 | RM 101.3b | RM 140.7b | RM 4.8b | 13.3x | 20.9x | 0.7x |
| Sat, 25 Nov 2023 | RM 102.5b | RM 139.5b | RM 4.7b | 12.2x | 21.8x | 0.7x |
| Mon, 23 Oct 2023 | RM 98.0b | RM 138.2b | RM 4.2b | 12.1x | 23.6x | 0.7x |
| Wed, 20 Sep 2023 | RM 98.3b | RM 138.1b | RM 4.2b | 12.1x | 23.5x | 0.7x |
| Fri, 18 Aug 2023 | RM 99.5b | RM 135.2b | RM 3.4b | 11.8x | 29.2x | 0.7x |
| Sun, 16 Jul 2023 | RM 97.4b | RM 134.8b | RM 3.4b | 11.3x | 28.5x | 0.7x |
| Tue, 13 Jun 2023 | RM 96.0b | RM 134.7b | RM 3.5b | 11.4x | 27.4x | 0.7x |
| Thu, 11 May 2023 | RM 98.5b | RM 130.7b | RM 3.2b | 10.9x | 30.9x | 0.8x |
| Sat, 08 Apr 2023 | RM 98.6b | RM 130.8b | RM 3.5b | 10.7x | 28.3x | 0.8x |
| Mon, 06 Mar 2023 | RM 102.7b | RM 134.3b | RM 3.5b | 11x | 29x | 0.8x |
| Wed, 01 Feb 2023 | RM 108.2b | RM 131.2b | RM 4.2b | 11.2x | 26.1x | 0.8x |
| Fri, 30 Dec 2022 | RM 105.2b | RM 131.1b | RM 4.1b | 10.9x | 25.5x | 0.8x |
Price to Earnings Ratio
25.5x
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 27.5x 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 2.6% 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 Market | 1.24% | |
| Consumer Discretionary | 0.71% | |
| Auto | 3.23% | |
| Hospitality | 1.36% | |
| Consumer Durables | 0.57% | |
| Luxury | 0.56% | |
| Specialty Stores | 0.55% | |
| Auto Components | 0.49% | |
| Leisure | 0% | 0 |
| Online Retail and Ecommerce | 0% | 0 |
| Consumer Services | -1.11% | |
| General Merchandise and Department Stores | -2.38% | |
| Retail Distributors | -2.55% | |
Industry PE
- Investors are most optimistic about the Hospitality industry which is trading above its 3-year average PE ratio of 8.9x.
- Analysts are expecting annual earnings growth of 40.7%, 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?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| KOPI Oriental Kopi Holdings Berhad | RM 1.34 | 13.6% +RM 320.0m | n/a | PE44.1x | |
| PETDAG PETRONAS Dagangan Berhad | RM 19.52 | 1.2% +RM 238.4m | 1.7% | PE17.8x | |
| GENM Genting Malaysia Berhad | RM 2.07 | 1.5% +RM 170.0m | -3.7% | PE77.7x | |
| MRDIY Mr D.I.Y. Group (M) Berhad | RM 1.51 | 0.7% +RM 94.7m | -16.1% | PE23.2x | |
| SERNKOU Sern Kou Resources Berhad | RM 0.84 | 7.7% +RM 64.7m | -1.2% | PS1.9x |
