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Malaysian (KLSE) Consumer Discretionary Sector Analysis

UpdatedNov 25, 2025
DataAggregated Company Financials
Companies133
  • 7D-2.5%
  • 3M2.8%
  • 1Y-9.4%
  • YTD-9.3%

Over the last 7 days, the Consumer Discretionary industry has dropped 2.5%, driven by DRB-HICOM Berhad declining 21%. On the other hand Bermaz Auto Berhad is actually up 15%. The industry has fallen 9.4% in the last year. Looking forward, earnings are forecast to grow by 22% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 02 Dec 2025RM 110.8bRM 162.3bRM 4.3b13.1x25.5x0.7x
Thu, 30 Oct 2025RM 90.2bRM 125.5bRM 3.0b14x29.8x0.7x
Sat, 27 Sep 2025RM 86.7bRM 125.4bRM 3.0b14.5x28.6x0.7x
Mon, 25 Aug 2025RM 83.4bRM 125.4bRM 3.0b13.2x28.1x0.7x
Wed, 23 Jul 2025RM 84.2bRM 125.4bRM 3.1b11.6x27.3x0.7x
Fri, 20 Jun 2025RM 81.8bRM 124.3bRM 3.0b11.7x27.2x0.7x
Sun, 18 May 2025RM 84.6bRM 126.0bRM 4.1b12.7x20.7x0.7x
Tue, 15 Apr 2025RM 80.7bRM 125.9bRM 4.0b12.5x20x0.6x
Thu, 13 Mar 2025RM 78.6bRM 125.5bRM 4.0b13.1x19.5x0.6x
Sat, 08 Feb 2025RM 92.8bRM 125.3bRM 4.9b13.3x18.9x0.7x
Mon, 06 Jan 2025RM 95.1bRM 125.1bRM 4.8b13.4x19.6x0.8x
Wed, 04 Dec 2024RM 93.5bRM 125.3bRM 4.9b12.8x19.1x0.7x
Fri, 01 Nov 2024RM 99.2bRM 127.0bRM 5.6b12.6x17.6x0.8x
Sun, 29 Sep 2024RM 100.4bRM 126.7bRM 5.6b12.9x17.9x0.8x
Tue, 27 Aug 2024RM 102.6bRM 126.9bRM 5.8b13.2x17.6x0.8x
Thu, 25 Jul 2024RM 105.7bRM 125.9bRM 5.9b14.3x18x0.8x
Sat, 22 Jun 2024RM 105.3bRM 125.9bRM 5.8b14.3x18.1x0.8x
Mon, 20 May 2024RM 103.9bRM 122.6bRM 4.8b14.9x21.5x0.8x
Wed, 17 Apr 2024RM 96.8bRM 122.8bRM 4.9b13.1x19.8x0.8x
Fri, 15 Mar 2024RM 98.9bRM 122.4bRM 4.9b13.4x20.3x0.8x
Sun, 11 Feb 2024RM 97.6bRM 121.3bRM 4.1b13.7x23.7x0.8x
Tue, 09 Jan 2024RM 105.4bRM 140.6bRM 4.8b13.6x21.8x0.7x
Thu, 07 Dec 2023RM 101.3bRM 140.4bRM 4.8b12.7x21x0.7x
Sat, 04 Nov 2023RM 98.5bRM 138.1bRM 4.2b12.1x23.7x0.7x
Mon, 02 Oct 2023RM 98.6bRM 138.0bRM 4.1b12.4x23.8x0.7x
Wed, 30 Aug 2023RM 99.1bRM 137.2bRM 3.8b12.3x25.8x0.7x
Fri, 28 Jul 2023RM 97.8bRM 135.2bRM 3.5b11.7x28.3x0.7x
Sun, 25 Jun 2023RM 94.7bRM 134.9bRM 3.5b10.9x26.8x0.7x
Tue, 23 May 2023RM 97.8bRM 130.4bRM 3.1b10.8x31.1x0.8x
Thu, 20 Apr 2023RM 99.8bRM 130.7bRM 3.5b10.7x28.7x0.8x
Sat, 18 Mar 2023RM 100.6bRM 135.1bRM 3.6b10.5x27.8x0.7x
Mon, 13 Feb 2023RM 108.3bRM 130.8bRM 4.2b11x25.8x0.8x
Wed, 11 Jan 2023RM 107.3bRM 131.2bRM 4.2b10.4x25.8x0.8x
Fri, 09 Dec 2022RM 104.1bRM 130.3bRM 4.0b11.1x25.9x0.8x
Price to Earnings Ratio

25.9x


Total Market Cap: RM 104.1bTotal Earnings: RM 4.0bTotal Revenue: RM 130.3bTotal Market Cap vs Earnings and Revenue0%0%0%
Malaysian Consumer Discretionary Sector Price to Earnings3Y Average 23.2x202320242025
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 23.2x.
  • The industry is trading close to its 3-year average PS ratio of 0.74x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have grown 2.4% per year over the last three years.
  • Revenues for these companies have grown 7.6% 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-0.91%
Consumer Discretionary-2.52%
Auto Components0.35%
Leisure0%0
Online Retail and Ecommerce0%0
Consumer Durables-0.50%
Luxury-0.69%
Hospitality-1.19%
Consumer Services-2.50%
Specialty Stores-3.24%
Retail Distributors-3.48%
General Merchandise and Department Stores-4.35%
Auto-16.34%
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 40.5%, 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 Luxury industry is expected to see its earnings grow by 6.0% 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
BAUTO Bermaz Auto BerhadRM 0.5914.6%
+RM 85.5m
-70.9%PE7.3x
ATLAN Atlan Holdings BhdRM 2.8011.6%
+RM 73.6m
2.2%PE14.3x
MAGMA Magma Group BerhadRM 0.3512.9%
+RM 67.2m
66.7%PS83.3x
MBMR MBM Resources BerhadRM 5.542.8%
+RM 58.6m
-17.6%PE6.4x
PECCA Pecca Group BerhadRM 1.604.6%
+RM 50.7m
16.8%PE20x

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