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Malaysian (KLSE) Consumer Discretionary Sector Analysis

UpdatedFeb 13, 2026
DataAggregated Company Financials
Companies136
  • 7D1.6%
  • 3M-3.1%
  • 1Y-5.2%
  • YTD3.1%

In the last week, the Consumer Discretionary industry is up 1.4%, with Mr D.I.Y. Group (M) Berhad up 4.0%. In contrast, the industry has lost 5.4% in the last 12 months. As for the next few years, earnings are expected to grow by 21% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 13 Feb 2026RM 109.0bRM 164.6bRM 3.8b14.8x28.8x0.7x
Sun, 11 Jan 2026RM 105.9bRM 164.4bRM 3.8b14.4x28.1x0.6x
Tue, 09 Dec 2025RM 104.6bRM 164.5bRM 3.8b12.8x27.4x0.6x
Thu, 06 Nov 2025RM 89.3bRM 125.5bRM 3.0b13.7x29.5x0.7x
Sat, 04 Oct 2025RM 87.7bRM 125.4bRM 3.0b14.1x28.8x0.7x
Mon, 01 Sep 2025RM 82.5bRM 125.8bRM 3.0b13.6x27.8x0.7x
Wed, 30 Jul 2025RM 84.1bRM 125.5bRM 3.1b11.4x27.3x0.7x
Fri, 27 Jun 2025RM 84.1bRM 125.7bRM 3.1b11.8x26.9x0.7x
Sun, 25 May 2025RM 83.9bRM 126.0bRM 4.1b12x20.6x0.7x
Tue, 22 Apr 2025RM 82.1bRM 125.9bRM 4.0b12.2x20.4x0.7x
Thu, 20 Mar 2025RM 80.1bRM 125.2bRM 4.0b13.3x20x0.6x
Sat, 15 Feb 2025RM 93.2bRM 125.3bRM 4.9b13.4x19x0.7x
Mon, 13 Jan 2025RM 92.7bRM 125.0bRM 4.9b13.4x19.1x0.7x
Wed, 11 Dec 2024RM 93.0bRM 125.4bRM 4.9b13x19x0.7x
Fri, 08 Nov 2024RM 99.0bRM 127.0bRM 5.6b12.5x17.6x0.8x
Sun, 06 Oct 2024RM 99.6bRM 126.7bRM 5.6b12.9x17.8x0.8x
Tue, 03 Sep 2024RM 101.8bRM 126.9bRM 5.6b13.1x18.2x0.8x
Thu, 01 Aug 2024RM 106.1bRM 126.0bRM 5.9b14.5x18.1x0.8x
Sat, 29 Jun 2024RM 104.3bRM 125.9bRM 5.8b14.9x17.8x0.8x
Mon, 27 May 2024RM 104.7bRM 122.9bRM 4.9b15.1x21.4x0.9x
Wed, 24 Apr 2024RM 96.9bRM 122.8bRM 4.9b13.4x19.8x0.8x
Fri, 22 Mar 2024RM 97.4bRM 122.5bRM 4.9b13.3x19.9x0.8x
Sun, 18 Feb 2024RM 99.3bRM 121.3bRM 4.1b13.5x24x0.8x
Tue, 16 Jan 2024RM 103.4bRM 140.6bRM 4.8b13.6x21.4x0.7x
Thu, 14 Dec 2023RM 101.4bRM 140.5bRM 4.8b12.7x21x0.7x
Sat, 11 Nov 2023RM 99.2bRM 138.1bRM 4.1b12.1x23.9x0.7x
Mon, 09 Oct 2023RM 97.5bRM 138.0bRM 4.1b12.3x23.6x0.7x
Wed, 06 Sep 2023RM 98.6bRM 137.7bRM 4.1b12.2x23.9x0.7x
Fri, 04 Aug 2023RM 96.2bRM 135.2bRM 3.4b11.6x28x0.7x
Sun, 02 Jul 2023RM 94.8bRM 134.8bRM 3.5b10.9x27x0.7x
Tue, 30 May 2023RM 95.4bRM 134.1bRM 3.7b11.1x25.9x0.7x
Thu, 27 Apr 2023RM 99.1bRM 130.7bRM 3.5b10.8x28.5x0.8x
Sat, 25 Mar 2023RM 97.3bRM 130.7bRM 3.5b10.5x28.1x0.7x
Mon, 20 Feb 2023RM 106.6bRM 130.9bRM 4.2b10.9x25.4x0.8x
Price to Earnings Ratio

25.4x


Total Market Cap: RM 106.6bTotal Earnings: RM 4.2bTotal Revenue: RM 130.9bTotal Market Cap vs Earnings and Revenue0%0%0%
Malaysian Consumer Discretionary Sector Price to Earnings3Y Average 23.4x202420252026
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 28.9x which is higher than its 3-year average PE of 23.4x.
  • 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 declined 3.3% 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 Market1.10%
Consumer Discretionary1.59%
Auto9.32%
Specialty Stores1.80%
Retail Distributors1.41%
Luxury1.20%
Consumer Durables1.13%
Hospitality1.06%
Auto Components0.93%
Leisure0%0
Online Retail and Ecommerce0%0
General Merchandise and Department Stores0%0
Consumer Services-0.35%
Industry PE
  • Investors are most optimistic about the Hospitality industry which is trading above its 3-year average PE ratio of 33.3x.
    • Analysts are expecting annual earnings growth of 40.8%, 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 Consumer Services industry is expected to see its earnings decline by 8.7% 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
MRDIY Mr D.I.Y. Group (M) BerhadRM 1.844.0%
+RM 663.4m
16.5%PE28.3x
DRBHCOM DRB-HICOM BerhadRM 1.2210.9%
+RM 232.0m
25.1%PE168.4x
GENTING Genting BerhadRM 2.881.4%
+RM 154.0m
-21.7%PE101.7x
PETDAG PETRONAS Dagangan BerhadRM 20.400.5%
+RM 99.3m
4.5%PE18.6x
ORIENT Oriental Holdings BerhadRM 7.032.3%
+RM 99.2m
-0.4%PE14.2x

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