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Malaysian (KLSE) Consumer Discretionary Sector Analysis

UpdatedNov 05, 2025
DataAggregated Company Financials
Companies132
  • 7D-0.4%
  • 3M8.3%
  • 1Y-14.4%
  • YTD-8.1%

In the last week, the Consumer Discretionary industry is flat overall, with Lim Seong Hai Capital Berhad standing out by going down 6.1%. Unfortunately though, the industry is down 14% over the past 12 months. Looking forward, earnings are forecast to grow by 19% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 05 Nov 2025RM 90.0bRM 125.5bRM 3.0b13.9x29.7x0.7x
Fri, 03 Oct 2025RM 87.3bRM 125.4bRM 3.0b14.1x28.7x0.7x
Sun, 31 Aug 2025RM 82.5bRM 125.5bRM 2.9b13.6x28.2x0.7x
Tue, 29 Jul 2025RM 84.2bRM 125.5bRM 3.1b11.5x27.3x0.7x
Thu, 26 Jun 2025RM 84.4bRM 125.7bRM 3.1b11.7x27x0.7x
Sat, 24 May 2025RM 83.9bRM 126.1bRM 4.1b12.3x20.5x0.7x
Mon, 21 Apr 2025RM 82.4bRM 125.9bRM 4.0b12.6x20.5x0.7x
Wed, 19 Mar 2025RM 80.3bRM 125.2bRM 4.0b13.4x20.1x0.6x
Fri, 14 Feb 2025RM 92.3bRM 125.3bRM 4.9b13.5x18.8x0.7x
Sun, 12 Jan 2025RM 92.7bRM 125.0bRM 4.9b13.4x19.1x0.7x
Tue, 10 Dec 2024RM 93.4bRM 125.4bRM 4.9b13x19.1x0.7x
Thu, 07 Nov 2024RM 100.6bRM 127.0bRM 5.6b12.6x17.9x0.8x
Sat, 05 Oct 2024RM 99.6bRM 126.7bRM 5.6b12.9x17.8x0.8x
Mon, 02 Sep 2024RM 101.6bRM 126.9bRM 5.6b13.1x18.2x0.8x
Wed, 31 Jul 2024RM 105.3bRM 126.0bRM 5.9b14.2x17.9x0.8x
Fri, 28 Jun 2024RM 103.7bRM 126.0bRM 5.9b14.9x17.7x0.8x
Sun, 26 May 2024RM 104.7bRM 122.9bRM 4.9b15.1x21.3x0.9x
Tue, 23 Apr 2024RM 95.3bRM 122.8bRM 4.9b13.1x19.5x0.8x
Thu, 21 Mar 2024RM 97.0bRM 122.5bRM 4.9b13.3x19.8x0.8x
Sat, 17 Feb 2024RM 99.3bRM 121.3bRM 4.1b13.5x24x0.8x
Mon, 15 Jan 2024RM 103.2bRM 140.6bRM 4.8b13.7x21.3x0.7x
Wed, 13 Dec 2023RM 101.4bRM 140.5bRM 4.8b12.8x21x0.7x
Fri, 10 Nov 2023RM 100.0bRM 138.1bRM 4.1b12.1x24.1x0.7x
Sun, 08 Oct 2023RM 97.5bRM 138.0bRM 4.1b12.3x23.6x0.7x
Tue, 05 Sep 2023RM 99.1bRM 137.7bRM 4.1b12.2x24.1x0.7x
Thu, 03 Aug 2023RM 96.2bRM 135.2bRM 3.4b11.5x28x0.7x
Sat, 01 Jul 2023RM 94.8bRM 134.8bRM 3.5b10.9x27x0.7x
Mon, 29 May 2023RM 95.6bRM 134.1bRM 3.7b10.6x25.9x0.7x
Wed, 26 Apr 2023RM 100.0bRM 130.7bRM 3.5b11.1x28.8x0.8x
Fri, 24 Mar 2023RM 97.6bRM 130.7bRM 3.5b10.4x28.2x0.7x
Sun, 19 Feb 2023RM 106.6bRM 130.9bRM 4.2b10.9x25.4x0.8x
Tue, 17 Jan 2023RM 107.8bRM 131.2bRM 4.2b11x25.9x0.8x
Thu, 15 Dec 2022RM 104.7bRM 130.3bRM 4.0b11.3x26x0.8x
Sat, 12 Nov 2022RM 104.1bRM 116.5bRM 1.9b12.3x53.7x0.9x
Price to Earnings Ratio

53.7x


Total Market Cap: RM 104.1bTotal Earnings: RM 1.9bTotal Revenue: RM 116.5bTotal Market Cap vs Earnings and Revenue0%0%0%
Malaysian Consumer Discretionary Sector Price to Earnings3Y Average 23.6x202320242025
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 29.7x which is higher than its 3-year average PE of 23.6x.
  • The industry is trading close to its 3-year average PS ratio of 0.75x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have grown 16% per year over the last three years.
  • Revenues for these companies have grown 2.5% 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-0.23%
Consumer Discretionary-0.41%
Hospitality0.45%
Leisure0%0
Online Retail and Ecommerce0%0
Retail Distributors-0.081%
Luxury-0.32%
Auto-0.67%
Auto Components-0.87%
Consumer Durables-0.99%
Specialty Stores-1.23%
General Merchandise and Department Stores-2.33%
Consumer Services-3.29%
Industry PE
  • Investors are most optimistic about the Hospitality industry which is trading above its 3-year average PE ratio.
    • Analysts are expecting annual earnings growth of 23.0%, which is lower than the prior year's growth of 30.2% per year.
Forecasted Growth
  • Analysts are most optimistic on the Auto industry, expecting annual earnings growth of 55% over the next 5 years.
  • This is better than its past earnings decline of 86% per year.
  • In contrast, the Retail Distributors industry is expected to see its earnings grow by 4.1% 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
GENTING Genting BerhadRM 3.461.2%
+RM 154.0m
-13.3%PE44x
GENM Genting Malaysia BerhadRM 2.340.4%
+RM 56.7m
2.6%PE22.1x
FOCUS Focus Dynamics Group BerhadRM 0.01100.0%
+RM 31.9m
-50.0%PS0.9x
MAGNI Magni-Tech Industries BerhadRM 2.193.3%
+RM 30.3m
-9.9%PE7.3x
PECCA Pecca Group BerhadRM 1.352.3%
+RM 21.7m
5.5%PE17.1x

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