Header cover image

Malaysian (KLSE) Consumer Discretionary Sector Analysis

UpdatedMar 08, 2026
DataAggregated Company Financials
Companies137
  • 7D-3.0%
  • 3M0.9%
  • 1Y4.1%
  • YTD0.2%

Over the last 7 days, the Consumer Discretionary industry has dropped 3.0%, driven by declines in Mr D.I.Y. Group (M) Berhad and Genting Berhad of 5.0% and 7.4%, respectively. This takes the industry's 12 month performance to a gain of 4.1%. 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
Sun, 08 Mar 2026RM 106.2bRM 167.1bRM 4.4b13.3x24.1x0.6x
Tue, 03 Feb 2026RM 109.0bRM 164.4bRM 3.7b14.2x29.1x0.7x
Thu, 01 Jan 2026RM 105.1bRM 164.5bRM 3.8b13.5x27.7x0.6x
Sat, 29 Nov 2025RM 107.0bRM 164.3bRM 3.6b12.6x29.9x0.7x
Mon, 27 Oct 2025RM 91.5bRM 125.5bRM 3.0b14.1x30.3x0.7x
Wed, 24 Sep 2025RM 86.2bRM 125.4bRM 3.0b13.9x28.5x0.7x
Fri, 22 Aug 2025RM 83.4bRM 125.5bRM 3.1b11.7x26.8x0.7x
Sun, 20 Jul 2025RM 84.4bRM 125.4bRM 3.1b11.8x27.3x0.7x
Tue, 17 Jun 2025RM 82.3bRM 124.3bRM 3.0b11.8x27.1x0.7x
Thu, 15 May 2025RM 85.4bRM 126.1bRM 4.1b12.7x20.8x0.7x
Sat, 12 Apr 2025RM 78.8bRM 125.8bRM 4.0b12.3x19.6x0.6x
Mon, 10 Mar 2025RM 80.1bRM 125.5bRM 4.0b13.1x19.8x0.6x
Wed, 05 Feb 2025RM 92.2bRM 125.3bRM 4.9b13.3x18.7x0.7x
Fri, 03 Jan 2025RM 94.8bRM 125.1bRM 4.8b13.4x19.6x0.8x
Sun, 01 Dec 2024RM 93.0bRM 125.3bRM 4.9b12.9x19x0.7x
Tue, 29 Oct 2024RM 100.0bRM 126.9bRM 5.6b12.6x17.8x0.8x
Thu, 26 Sep 2024RM 101.1bRM 126.7bRM 5.6b13.7x18x0.8x
Sat, 24 Aug 2024RM 102.6bRM 126.8bRM 5.8b13.1x17.6x0.8x
Mon, 22 Jul 2024RM 107.7bRM 125.9bRM 5.9b14.5x18.3x0.9x
Wed, 19 Jun 2024RM 105.6bRM 125.7bRM 5.8b14.5x18.2x0.8x
Fri, 17 May 2024RM 102.9bRM 122.6bRM 4.8b14.5x21.3x0.8x
Sun, 14 Apr 2024RM 98.1bRM 122.8bRM 4.9b13.7x20.1x0.8x
Tue, 12 Mar 2024RM 99.2bRM 122.4bRM 4.9b13.2x20.3x0.8x
Thu, 08 Feb 2024RM 103.0bRM 139.4bRM 4.8b13.6x21.4x0.7x
Sat, 06 Jan 2024RM 103.9bRM 140.6bRM 4.8b13.7x21.5x0.7x
Mon, 04 Dec 2023RM 102.5bRM 140.4bRM 4.8b12.7x21.2x0.7x
Wed, 01 Nov 2023RM 97.1bRM 138.2bRM 4.1b12.2x23.4x0.7x
Fri, 29 Sep 2023RM 98.8bRM 138.0bRM 4.1b12.3x23.8x0.7x
Sun, 27 Aug 2023RM 99.8bRM 137.5bRM 3.9b12.2x25.7x0.7x
Tue, 25 Jul 2023RM 96.8bRM 135.2bRM 3.5b11.4x28x0.7x
Thu, 22 Jun 2023RM 95.4bRM 134.9bRM 3.5b11.2x27x0.7x
Sat, 20 May 2023RM 97.9bRM 130.3bRM 3.1b11x31.1x0.8x
Mon, 17 Apr 2023RM 100.0bRM 130.8bRM 3.5b10.7x28.9x0.8x
Wed, 15 Mar 2023RM 99.5bRM 135.1bRM 3.6b10.4x27.5x0.7x
Price to Earnings Ratio

27.5x


Total Market Cap: RM 99.5bTotal Earnings: RM 3.6bTotal Revenue: RM 135.1bTotal Market Cap vs Earnings and Revenue0%0%0%
Malaysian Consumer Discretionary Sector Price to Earnings3Y Average 23.4x202420252026
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 23.4x.
  • 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 grown 6.8% per year over the last three years.
  • Revenues for these companies have grown 7.3% 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 Market-1.06%
Consumer Discretionary-3.03%
Leisure0%0
Online Retail and Ecommerce0%0
Retail Distributors-0.05%
Specialty Stores-1.61%
Luxury-2.10%
Consumer Durables-2.11%
Auto Components-3.12%
Consumer Services-4.16%
General Merchandise and Department Stores-5.00%
Hospitality-5.05%
Auto-11.27%
Industry PE
  • Investors are most optimistic about the Consumer Services industry even though it's trading below its 3-year average PE ratio of 145x.
    • Analysts are expecting annual earnings growth of 4.9%, which is lower than the prior year's growth of 52.6% 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 22.180.9%
+RM 198.7m
25.5%PE20x
PHB Pegasus Heights BerhadRM 0.01100.0%
+RM 54.1m
0%PS10.3x
SIGN Signature International BerhadRM 1.423.6%
+RM 32.3m
-7.8%PE10.9x
FOCUS Focus Dynamics Group BerhadRM 0.01100.0%
+RM 31.9m
-33.3%PS1x
BJFOOD Berjaya Food BerhadRM 0.237.1%
+RM 29.5m
-27.4%PS0.9x

Latest News