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Malaysian (KLSE) Consumer Discretionary Sector Analysis

UpdatedMar 21, 2026
DataAggregated Company Financials
Companies138
  • 7D0.5%
  • 3M-1.3%
  • 1Y1.3%
  • YTD-1.8%

Over the last 7 days, the Consumer Discretionary industry has dropped 1.1%, driven by pullbacks in Oriental Kopi Holdings Berhad and Genting Berhad of 3.6% and 0.8%, respectively. Over the last year, the industry has been flat overall. Looking forward, earnings are forecast to grow by 13% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 21 Mar 2026RM 104.3bRM 167.3bRM 4.5b13.3x23.4x0.6x
Mon, 16 Feb 2026RM 109.1bRM 164.6bRM 3.8b14.8x28.7x0.7x
Wed, 14 Jan 2026RM 106.9bRM 164.4bRM 3.8b14.5x28.3x0.7x
Fri, 12 Dec 2025RM 103.6bRM 164.4bRM 3.8b13.6x27.3x0.6x
Sun, 09 Nov 2025RM 111.9bRM 162.1bRM 4.2b13.8x26.8x0.7x
Tue, 07 Oct 2025RM 87.2bRM 125.4bRM 3.0b14.6x28.7x0.7x
Thu, 04 Sep 2025RM 83.1bRM 125.8bRM 3.1b13.9x26.9x0.7x
Sat, 02 Aug 2025RM 84.1bRM 125.5bRM 3.1b11.5x27.2x0.7x
Mon, 30 Jun 2025RM 84.1bRM 125.6bRM 3.1b11.9x27.2x0.7x
Wed, 28 May 2025RM 83.2bRM 126.1bRM 4.1b11.8x20.3x0.7x
Fri, 25 Apr 2025RM 82.7bRM 125.9bRM 4.0b12x20.5x0.7x
Sun, 23 Mar 2025RM 80.8bRM 125.6bRM 4.1b13.4x19.8x0.6x
Tue, 18 Feb 2025RM 93.0bRM 125.4bRM 4.9b13.3x18.9x0.7x
Thu, 16 Jan 2025RM 90.5bRM 125.0bRM 4.9b13x18.6x0.7x
Sat, 14 Dec 2024RM 92.5bRM 125.0bRM 4.8b13.1x19.1x0.7x
Mon, 11 Nov 2024RM 98.7bRM 127.0bRM 5.6b12.4x17.6x0.8x
Wed, 09 Oct 2024RM 100.7bRM 126.8bRM 5.6b13.2x17.9x0.8x
Fri, 06 Sep 2024RM 100.3bRM 127.0bRM 5.6b12.8x18x0.8x
Sun, 04 Aug 2024RM 103.4bRM 126.0bRM 5.9b14x17.6x0.8x
Tue, 02 Jul 2024RM 103.8bRM 126.0bRM 5.9b14.3x17.7x0.8x
Thu, 30 May 2024RM 104.9bRM 123.3bRM 5.2b14.8x20.3x0.9x
Sat, 27 Apr 2024RM 97.5bRM 122.8bRM 4.9b14x20x0.8x
Mon, 25 Mar 2024RM 97.4bRM 122.6bRM 4.9b12.7x20x0.8x
Wed, 21 Feb 2024RM 100.3bRM 121.3bRM 4.1b13.6x24.2x0.8x
Fri, 19 Jan 2024RM 101.3bRM 140.6bRM 4.8b13.4x21x0.7x
Sun, 17 Dec 2023RM 102.1bRM 140.7bRM 4.8b13.4x21.1x0.7x
Tue, 14 Nov 2023RM 99.2bRM 138.1bRM 4.1b12.1x23.9x0.7x
Thu, 12 Oct 2023RM 98.9bRM 138.2bRM 4.1b12.3x23.8x0.7x
Sat, 09 Sep 2023RM 99.4bRM 137.7bRM 4.1b12.2x24.1x0.7x
Mon, 07 Aug 2023RM 96.5bRM 135.2bRM 3.4b11.6x28.1x0.7x
Wed, 05 Jul 2023RM 95.2bRM 134.8bRM 3.4b10.8x27.8x0.7x
Fri, 02 Jun 2023RM 95.0bRM 134.6bRM 3.5b11.4x27.4x0.7x
Sun, 30 Apr 2023RM 99.6bRM 130.7bRM 3.5b11x28.6x0.8x
Tue, 28 Mar 2023RM 97.6bRM 130.7bRM 3.5b10.5x28x0.7x
Price to Earnings Ratio

28x


Total Market Cap: RM 97.6bTotal Earnings: RM 3.5bTotal Revenue: RM 130.7bTotal Market Cap vs Earnings and Revenue0%0%0%
Malaysian Consumer Discretionary Sector Price to Earnings3Y Average 23.3x202420252026
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 8.4% per year over the last three years.
  • Revenues for these companies have grown 8.6% 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 Market0.96%
Consumer Discretionary0.47%
Consumer Services3.83%
Specialty Stores1.56%
Auto0.41%
Auto Components0.045%
Leisure0%0
Online Retail and Ecommerce0%0
Hospitality-0.54%
Luxury-0.67%
Consumer Durables-1.33%
Retail Distributors-1.33%
General Merchandise and Department Stores-2.70%
Industry PE
  • Investors are most optimistic about the Hospitality industry which is trading above its 3-year average PE ratio of 42.7x.
    • Analysts are expecting annual earnings growth of 25.8%, which is higher than its past year's earnings growth of 8.9% 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?

CompanyLast Price7D1YValuation
PETDAG PETRONAS Dagangan BerhadRM 21.842.7%
+RM 576.2m
13.8%PE19.7x
ORIENT Oriental Holdings BerhadRM 7.354.6%
+RM 197.1m
4.3%PE16.8x
MRDIY Mr D.I.Y. Group (M) BerhadRM 1.660.6%
+RM 94.8m
21.2%PE24.9x
CYBERE Cyberjaya Education Group BerhadRM 1.5016.3%
+RM 36.2m
59.6%PE8.5x
FOCUS Focus Dynamics Group BerhadRM 0.01100.0%
+RM 31.9m
-33.3%PS1x

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