Analysis Article • Jun 06
Have your own idea? Try our Stock Screener
Malaysian (KLSE) Consumer Discretionary Sector Analysis
UpdatedJul 20, 2026
DataAggregated Company Financials
Companies141
- 7D-0.9%
- 3M-1.7%
- 1Y-6.1%
- YTD-6.0%
In the last week, the Consumer Discretionary industry is flat overall, with Genting Berhad standing out by going down 3.5%. Unfortunately though, the industry is down 6.1% over the past 12 months. As for the next few years, earnings are expected to grow by 13% 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 |
|---|---|---|---|---|---|---|
| Mon, 20 Jul 2026 | RM 105.6b | RM 173.4b | RM 4.9b | 13.5x | 21.4x | 0.6x |
| Wed, 17 Jun 2026 | RM 105.6b | RM 173.4b | RM 5.0b | 13.4x | 21.3x | 0.6x |
| Fri, 15 May 2026 | RM 106.3b | RM 167.7b | RM 4.5b | 14x | 23.8x | 0.6x |
| Sun, 12 Apr 2026 | RM 101.1b | RM 167.3b | RM 4.4b | 13.3x | 23.2x | 0.6x |
| Tue, 10 Mar 2026 | RM 103.4b | RM 167.1b | RM 4.4b | 12.6x | 23.4x | 0.6x |
| Thu, 05 Feb 2026 | RM 107.8b | RM 164.4b | RM 3.7b | 14.6x | 28.8x | 0.7x |
| Sat, 03 Jan 2026 | RM 105.4b | RM 164.5b | RM 3.8b | 13.6x | 27.8x | 0.6x |
| Mon, 01 Dec 2025 | RM 107.0b | RM 164.2b | RM 3.8b | 13.2x | 28.2x | 0.7x |
| Wed, 29 Oct 2025 | RM 90.3b | RM 125.5b | RM 3.0b | 14x | 29.9x | 0.7x |
| Fri, 26 Sep 2025 | RM 86.1b | RM 125.4b | RM 3.0b | 13.9x | 28.4x | 0.7x |
| Sun, 24 Aug 2025 | RM 83.4b | RM 125.4b | RM 3.0b | 13.2x | 28.1x | 0.7x |
| Tue, 22 Jul 2025 | RM 83.7b | RM 125.4b | RM 3.1b | 11.6x | 27.1x | 0.7x |
| Thu, 19 Jun 2025 | RM 82.9b | RM 124.3b | RM 3.0b | 11.7x | 27.5x | 0.7x |
| Sat, 17 May 2025 | RM 84.6b | RM 126.1b | RM 4.1b | 12.7x | 20.7x | 0.7x |
| Mon, 14 Apr 2025 | RM 78.8b | RM 125.8b | RM 4.0b | 12.3x | 19.6x | 0.6x |
| Wed, 12 Mar 2025 | RM 78.7b | RM 125.5b | RM 4.0b | 13.1x | 19.5x | 0.6x |
| Fri, 07 Feb 2025 | RM 92.4b | RM 125.3b | RM 4.9b | 13.4x | 18.8x | 0.7x |
| Sun, 05 Jan 2025 | RM 95.1b | RM 125.1b | RM 4.8b | 13.4x | 19.6x | 0.8x |
| Tue, 03 Dec 2024 | RM 93.0b | RM 125.3b | RM 4.9b | 12.8x | 19x | 0.7x |
| Thu, 31 Oct 2024 | RM 99.2b | RM 126.9b | RM 5.6b | 12.6x | 17.6x | 0.8x |
| Sat, 28 Sep 2024 | RM 100.4b | RM 126.7b | RM 5.6b | 12.9x | 17.8x | 0.8x |
| Mon, 26 Aug 2024 | RM 102.6b | RM 126.9b | RM 5.8b | 13.1x | 17.5x | 0.8x |
| Wed, 24 Jul 2024 | RM 106.1b | RM 125.9b | RM 5.9b | 14.3x | 18.1x | 0.8x |
| Fri, 21 Jun 2024 | RM 104.6b | RM 125.9b | RM 5.8b | 14.5x | 18x | 0.8x |
| Sun, 19 May 2024 | RM 103.9b | RM 122.6b | RM 4.8b | 14.9x | 21.5x | 0.8x |
| Tue, 16 Apr 2024 | RM 96.8b | RM 122.8b | RM 4.9b | 13.4x | 19.8x | 0.8x |
| Thu, 14 Mar 2024 | RM 98.7b | RM 122.4b | RM 4.9b | 13.2x | 20.2x | 0.8x |
| Sat, 10 Feb 2024 | RM 97.2b | RM 121.3b | RM 4.1b | 13.7x | 23.6x | 0.8x |
| Mon, 08 Jan 2024 | RM 103.9b | RM 140.6b | RM 4.8b | 13.7x | 21.5x | 0.7x |
| Wed, 06 Dec 2023 | RM 101.6b | RM 140.4b | RM 4.8b | 12.9x | 21.1x | 0.7x |
| Fri, 03 Nov 2023 | RM 97.4b | RM 138.1b | RM 4.2b | 12x | 23.5x | 0.7x |
| Sun, 01 Oct 2023 | RM 98.6b | RM 138.0b | RM 4.1b | 12.4x | 23.8x | 0.7x |
| Tue, 29 Aug 2023 | RM 99.5b | RM 137.5b | RM 3.9b | 12x | 25.6x | 0.7x |
| Thu, 27 Jul 2023 | RM 97.7b | RM 135.2b | RM 3.5b | 11.5x | 28.3x | 0.7x |
Price to Earnings Ratio
28.3x
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 22.7x.
- The industry is trading close to its 3-year average PS ratio of 0.71x.
Past Earnings Growth
- The earnings for companies in the Consumer Discretionary industry have grown 13% per year over the last three years.
- Revenues for these companies have grown 8.7% 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 | 1.08% | |
| Consumer Discretionary | -0.86% | |
| Consumer Services | 2.91% | |
| Luxury | 2.00% | |
| Consumer Durables | 1.84% | |
| Leisure | 0% | 0 |
| Online Retail and Ecommerce | 0% | 0 |
| Auto Components | -0.33% | |
| Auto | -0.51% | |
| Retail Distributors | -0.62% | |
| Specialty Stores | -0.76% | |
| Hospitality | -2.18% | |
| General Merchandise and Department Stores | -2.94% | |
Industry PE
- Investors are most optimistic about the Hospitality industry, which is trading close to its 3-year average PE ratio of 61.5x.
- Analysts are expecting annual earnings growth of 23.7%, which is higher than its past year's earnings growth of 1.0% per year.
Forecasted Growth
- Analysts are most optimistic on the Consumer Durables industry, expecting annual earnings growth of 30% over the next 5 years.
- This is better than its past earnings growth rate of 14% per year.
- In contrast, the Auto industry is expected to see its earnings grow by 4.2% 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 | |
|---|---|---|---|---|---|
| PETDAG PETRONAS Dagangan Berhad | RM 19.66 | 2.3% +RM 437.1m | -7.9% | PE17.9x | |
| PADINI Padini Holdings Berhad | RM 1.58 | 12.9% +RM 177.6m | -19.0% | PE12.1x | |
| EG EG Industries Berhad | RM 1.88 | 8.7% +RM 136.5m | 56.7% | PE16.4x | |
| ZHULIAN Zhulian Corporation Berhad | RM 0.90 | 19.3% +RM 66.7m | -17.1% | PE81x | |
| BAUTO Bermaz Auto Berhad | RM 1.07 | 4.9% +RM 56.7m | 43.6% | PE11.6x |