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Malaysian (KLSE) Consumer Discretionary Sector Analysis
UpdatedJun 05, 2026
DataAggregated Company Financials
Companies140
- 7D1.8%
- 3M-5.5%
- 1Y-4.0%
- YTD-5.1%
In the last week, the Consumer Discretionary industry is up 1.8%, with PETRONAS Dagangan Berhad up 8.5%. In the past year, the industry is down 4.0%. 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?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 06 Jun 2026 | RM 106.6b | RM 173.3b | RM 4.9b | 13.5x | 21.7x | 0.6x |
| Mon, 04 May 2026 | RM 104.2b | RM 167.8b | RM 4.4b | 13.5x | 23.6x | 0.6x |
| Wed, 01 Apr 2026 | RM 100.2b | RM 167.3b | RM 4.4b | 13x | 22.9x | 0.6x |
| Fri, 27 Feb 2026 | RM 109.6b | RM 166.4b | RM 3.7b | 14.2x | 29.7x | 0.7x |
| Sun, 25 Jan 2026 | RM 109.1b | RM 164.4b | RM 3.7b | 15.1x | 29.2x | 0.7x |
| Tue, 23 Dec 2025 | RM 104.5b | RM 164.5b | RM 3.8b | 13.7x | 27.4x | 0.6x |
| Thu, 20 Nov 2025 | RM 109.6b | RM 162.2b | RM 4.2b | 13.5x | 25.8x | 0.7x |
| Sat, 18 Oct 2025 | RM 91.2b | RM 125.5b | RM 3.0b | 14x | 30.2x | 0.7x |
| Mon, 15 Sep 2025 | RM 84.1b | RM 125.4b | RM 3.0b | 13.5x | 27.8x | 0.7x |
| Wed, 13 Aug 2025 | RM 83.3b | RM 125.5b | RM 3.1b | 11.4x | 26.8x | 0.7x |
| Fri, 11 Jul 2025 | RM 86.1b | RM 125.6b | RM 3.1b | 12.1x | 27.9x | 0.7x |
| Sun, 08 Jun 2025 | RM 82.6b | RM 124.6b | RM 3.1b | 11.9x | 26.7x | 0.7x |
| Tue, 06 May 2025 | RM 83.6b | RM 126.0b | RM 4.0b | 12.1x | 20.7x | 0.7x |
| Thu, 03 Apr 2025 | RM 81.0b | RM 125.8b | RM 4.0b | 12.9x | 20.1x | 0.6x |
| Sat, 01 Mar 2025 | RM 82.4b | RM 125.9b | RM 5.0b | 13x | 16.6x | 0.7x |
| Mon, 27 Jan 2025 | RM 92.6b | RM 125.3b | RM 4.9b | 13.3x | 18.8x | 0.7x |
| Wed, 25 Dec 2024 | RM 92.2b | RM 125.1b | RM 4.8b | 13x | 19x | 0.7x |
| Fri, 22 Nov 2024 | RM 94.5b | RM 126.3b | RM 5.4b | 12.6x | 17.6x | 0.7x |
| Sun, 20 Oct 2024 | RM 100.9b | RM 126.9b | RM 5.6b | 12.7x | 17.9x | 0.8x |
| Tue, 17 Sep 2024 | RM 99.0b | RM 126.7b | RM 5.7b | 13.1x | 17.4x | 0.8x |
| Thu, 15 Aug 2024 | RM 102.8b | RM 126.1b | RM 5.9b | 14.6x | 17.5x | 0.8x |
| Sat, 13 Jul 2024 | RM 104.5b | RM 125.9b | RM 5.9b | 14.9x | 17.8x | 0.8x |
| Mon, 10 Jun 2024 | RM 104.9b | RM 125.8b | RM 5.8b | 14.1x | 18x | 0.8x |
| Wed, 08 May 2024 | RM 100.0b | RM 122.4b | RM 4.8b | 14.2x | 20.8x | 0.8x |
| Fri, 05 Apr 2024 | RM 97.7b | RM 122.8b | RM 4.9b | 13.2x | 20x | 0.8x |
| Sun, 03 Mar 2024 | RM 97.3b | RM 122.4b | RM 4.9b | 13.2x | 19.8x | 0.8x |
| Tue, 30 Jan 2024 | RM 103.9b | RM 140.6b | RM 4.8b | 13.7x | 21.4x | 0.7x |
| Thu, 28 Dec 2023 | RM 101.3b | RM 140.7b | RM 4.8b | 13.3x | 20.9x | 0.7x |
| Sat, 25 Nov 2023 | RM 102.5b | RM 139.5b | RM 4.7b | 12.2x | 21.8x | 0.7x |
| Mon, 23 Oct 2023 | RM 98.0b | RM 138.2b | RM 4.2b | 12.1x | 23.6x | 0.7x |
| Wed, 20 Sep 2023 | RM 98.3b | RM 138.1b | RM 4.2b | 12.1x | 23.5x | 0.7x |
| Fri, 18 Aug 2023 | RM 99.5b | RM 135.2b | RM 3.4b | 11.8x | 29.2x | 0.7x |
| Sun, 16 Jul 2023 | RM 97.4b | RM 134.8b | RM 3.4b | 11.3x | 28.5x | 0.7x |
| Tue, 13 Jun 2023 | RM 96.0b | RM 134.7b | RM 3.5b | 11.4x | 27.4x | 0.7x |
Price to Earnings Ratio
27.4x
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 22.9x.
- The industry is trading close to its 3-year average PS ratio of 0.72x.
Past Earnings Growth
- The earnings for companies in the Consumer Discretionary industry have grown 12% per year over the last three years.
- Revenues for these companies have grown 8.8% 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 | 0.084% | |
| Consumer Discretionary | 1.83% | |
| Specialty Stores | 3.63% | |
| Consumer Durables | 2.72% | |
| Auto Components | 2.13% | |
| Luxury | 0.76% | |
| Auto | 0.34% | |
| Consumer Services | 0.25% | |
| Hospitality | 0.042% | |
| Leisure | 0% | 0 |
| Online Retail and Ecommerce | 0% | 0 |
| General Merchandise and Department Stores | 0% | 0 |
| Retail Distributors | -0.80% | |
Industry PE
- Investors are most optimistic about the Hospitality industry, which is trading close to its 3-year average PE ratio of 53.0x.
- Analysts are expecting annual earnings growth of 24.3%, 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 27% over the next 5 years.
- This is better than its past earnings decline of 2.4% per year.
- In contrast, the Consumer Services industry is expected to see its earnings decline by 6.2% 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 19.24 | 8.5% +RM 1.5b | -8.4% | PE17.6x | |
| MRDIY Mr D.I.Y. Group (M) Berhad | RM 1.63 | 3.2% +RM 473.9m | 1.2% | PE23.7x | |
| DRBHCOM DRB-HICOM Berhad | RM 1.16 | 7.4% +RM 154.7m | 45.9% | PE5.3x | |
| EG EG Industries Berhad | RM 1.86 | 8.8% +RM 136.5m | 75.5% | PE16.2x | |
| BORNOIL Borneo Oil Berhad | RM 0.01 | 100.0% +RM 82.9m | 0% | PS1.9x |
