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Jul 24
Malaysian (KLSE) Consumer Discretionary Sector Analysis
UpdatedJul 26, 2024
DataAggregated Company Financials
Companies126
- 7D-2.7%
- 3M7.4%
- 1Y11.8%
- YTD9.7%
Over the last 7 days, the Consumer Discretionary industry has dropped 2.7%, driven by a pullback from Mr D.I.Y. Group (M) Berhad of 4.2%. This takes the industry's 12 month performance to a gain of 12%. Earnings are forecast to grow by 17% annually.
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 |
|---|---|---|---|---|---|---|
| Fri, 26 Jul 2024 | RM 105.0b | RM 125.9b | RM 5.9b | 14.3x | 17.9x | 0.8x |
| Sun, 23 Jun 2024 | RM 105.3b | RM 125.9b | RM 5.8b | 14.6x | 18x | 0.8x |
| Tue, 21 May 2024 | RM 104.3b | RM 122.8b | RM 4.9b | 15x | 21.4x | 0.8x |
| Thu, 18 Apr 2024 | RM 96.4b | RM 122.8b | RM 4.9b | 13.3x | 19.7x | 0.8x |
| Sat, 16 Mar 2024 | RM 98.2b | RM 122.4b | RM 4.9b | 13.3x | 20.1x | 0.8x |
| Mon, 12 Feb 2024 | RM 97.6b | RM 121.3b | RM 4.1b | 13.7x | 23.7x | 0.8x |
| Wed, 10 Jan 2024 | RM 105.2b | RM 140.6b | RM 4.8b | 13.7x | 21.8x | 0.7x |
| Fri, 08 Dec 2023 | RM 101.1b | RM 140.4b | RM 4.8b | 12.5x | 21x | 0.7x |
| Sun, 05 Nov 2023 | RM 98.5b | RM 138.1b | RM 4.2b | 12.1x | 23.7x | 0.7x |
| Tue, 03 Oct 2023 | RM 98.3b | RM 138.0b | RM 4.1b | 12.6x | 23.8x | 0.7x |
| Thu, 31 Aug 2023 | RM 99.4b | RM 137.8b | RM 4.1b | 12.2x | 24.2x | 0.7x |
| Sat, 29 Jul 2023 | RM 98.0b | RM 135.2b | RM 3.5b | 11.6x | 28.4x | 0.7x |
| Mon, 26 Jun 2023 | RM 94.7b | RM 134.9b | RM 3.5b | 10.9x | 26.8x | 0.7x |
| Wed, 24 May 2023 | RM 96.7b | RM 130.4b | RM 3.1b | 10.8x | 30.7x | 0.7x |
| Fri, 21 Apr 2023 | RM 100.2b | RM 130.7b | RM 3.5b | 11x | 28.9x | 0.8x |
| Sun, 19 Mar 2023 | RM 98.2b | RM 127.5b | RM 3.6b | 10.5x | 27.3x | 0.8x |
| Tue, 14 Feb 2023 | RM 107.5b | RM 130.8b | RM 4.2b | 10.9x | 25.6x | 0.8x |
| Thu, 12 Jan 2023 | RM 107.1b | RM 131.2b | RM 4.2b | 10.6x | 25.8x | 0.8x |
| Sat, 10 Dec 2022 | RM 104.7b | RM 130.3b | RM 4.0b | 11.1x | 26x | 0.8x |
| Mon, 07 Nov 2022 | RM 102.9b | RM 116.2b | RM 1.9b | 12.8x | 54.1x | 0.9x |
| Wed, 05 Oct 2022 | RM 102.0b | RM 116.0b | RM 1.9b | 12.5x | 54.7x | 0.9x |
| Fri, 02 Sep 2022 | RM 105.3b | RM 115.1b | RM 1.8b | 13.6x | 57.8x | 0.9x |
| Sun, 31 Jul 2022 | RM 105.7b | RM 104.9b | -RM 177,427,149.00 | 14.8x | -595.6x | 1x |
| Tue, 28 Jun 2022 | RM 102.4b | RM 104.7b | -RM 202,556,830.00 | 14.4x | -505.6x | 1x |
| Thu, 26 May 2022 | RM 110.2b | RM 101.3b | -RM 955,033,229.00 | 16.9x | -115.4x | 1.1x |
| Sat, 23 Apr 2022 | RM 111.2b | RM 98.9b | -RM 1,116,054,747.00 | 17.7x | -99.6x | 1.1x |
| Mon, 21 Mar 2022 | RM 107.1b | RM 98.9b | -RM 1,122,164,150.00 | 17.1x | -95.5x | 1.1x |
| Wed, 16 Feb 2022 | RM 110.8b | RM 95.7b | -RM 607,869,964.00 | 15x | -182.2x | 1.2x |
| Fri, 14 Jan 2022 | RM 108.6b | RM 94.6b | -RM 785,295,666.00 | 16.1x | -138.3x | 1.1x |
| Sun, 12 Dec 2021 | RM 104.7b | RM 95.2b | -RM 723,309,723.00 | 13.1x | -144.7x | 1.1x |
| Tue, 09 Nov 2021 | RM 113.9b | RM 102.0b | RM 33.6m | 13.9x | 3387.1x | 1.1x |
| Thu, 07 Oct 2021 | RM 112.0b | RM 102.4b | RM 97.6m | 14.1x | 1148.1x | 1.1x |
| Sat, 04 Sep 2021 | RM 113.7b | RM 101.8b | RM 144.8m | 15.6x | 785.2x | 1.1x |
| Mon, 02 Aug 2021 | RM 106.7b | RM 101.8b | RM 144.8m | 16.6x | 736.8x | 1x |
Price to Earnings Ratio
736.8x
Current Industry PE
- Investors are pessimistic on the Malaysian Consumer Discretionary industry, indicating that they anticipate long term growth rates will be lower than they have historically.
- The industry is trading at a PE ratio of 17.9x which is lower than its 3-year average PE of 35.3x.
- The industry is trading close to its 3-year average PS ratio of 0.89x.
Past Earnings Growth
- The earnings for companies in the Consumer Discretionary industry have grown 244% per year over the last three years.
- Revenues for these companies have grown 7.4% 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 | -1.65% | |
| Consumer Discretionary | -2.74% | |
| Retail Distributors | 1.39% | |
| Leisure | 0% | |
| Online Retail and Ecommerce | 0% | |
| Consumer Services | -0.90% | |
| Auto | -1.87% | |
| Consumer Durables | -1.99% | |
| Auto Components | -2.20% | |
| Hospitality | -2.55% | |
| Luxury | -2.74% | |
| General Merchandise and Department Stores | -3.85% | |
| Specialty Stores | -4.23% | |
Industry PE
- Investors are most optimistic about the General Merchandise and Department Stores industry which is trading above its 3-year average PE ratio.
- It looks like they are confident that earnings will grow faster in the future than they have historically.
- Investors are most pessimistic about the Retail Distributors industry, which is trading close to its 3-year average of 9.1x.
Forecasted Growth
- Analysts are most optimistic on the Consumer Services industry, expecting annual earnings growth of 49% over the next 5 years.
- This is better than its past earnings decline of 71% per year.
- In contrast, the Retail Distributors industry is expected to see its earnings decline by 9.4% 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 | |
|---|---|---|---|---|---|
| SPTOTO Sports Toto Berhad | RM 1.65 | 3.8% +RM 81.0m | 13.8% | PE10.2x | |
| UMW UMW Holdings Berhad | RM 4.97 | 1.0% +RM 58.4m | 32.5% | PE8.1x | |
| SMRT SMRT Holdings Berhad | RM 1.36 | 7.9% +RM 45.3m | 88.9% | PE1041.8x | |
| EG EG Industries Berhad | RM 2.15 | 3.9% +RM 37.7m | 36.9% | PE23.2x | |
| FOCUS Focus Dynamics Group Berhad | RM 0.02 | 33.3% +RM 31.9m | 0% | PS1.4x |
