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Malaysian (KLSE) Consumer Discretionary Sector Analysis

UpdatedMar 23, 2026
DataAggregated Company Financials
Companies138
  • 7D0.5%
  • 3M-1.0%
  • 1Y1.3%
  • YTD-1.8%

In the last week, the Consumer Discretionary industry is flat overall, with Oriental Kopi Holdings Berhad standing out by going down 3.6%. Furthermore, the industry has been flat for the past year as well. 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?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 23 Mar 2026RM 104.3bRM 167.3bRM 4.5b13.3x23.4x0.6x
Wed, 18 Feb 2026RM 109.4bRM 164.6bRM 3.8b14.6x28.8x0.7x
Fri, 16 Jan 2026RM 108.0bRM 164.4bRM 3.7b14.5x28.8x0.7x
Sun, 14 Dec 2025RM 104.4bRM 164.4bRM 3.8b13.2x27.5x0.6x
Tue, 11 Nov 2025RM 112.4bRM 162.0bRM 4.2b13.7x26.9x0.7x
Thu, 09 Oct 2025RM 87.3bRM 125.5bRM 3.0b14.3x28.7x0.7x
Sat, 06 Sep 2025RM 83.5bRM 125.8bRM 3.1b14x27.1x0.7x
Mon, 04 Aug 2025RM 84.1bRM 125.5bRM 3.1b11.5x27.2x0.7x
Wed, 02 Jul 2025RM 84.0bRM 125.6bRM 3.1b11.9x27.2x0.7x
Fri, 30 May 2025RM 83.0bRM 126.3bRM 3.8b11.8x22.1x0.7x
Sun, 27 Apr 2025RM 82.8bRM 125.9bRM 4.0b12.4x20.5x0.7x
Tue, 25 Mar 2025RM 80.1bRM 125.6bRM 4.1b13.5x19.7x0.6x
Thu, 20 Feb 2025RM 92.4bRM 125.4bRM 4.9b13.2x18.8x0.7x
Sat, 18 Jan 2025RM 91.0bRM 125.0bRM 4.9b12.9x18.7x0.7x
Mon, 16 Dec 2024RM 92.5bRM 125.0bRM 4.8b13.1x19.1x0.7x
Wed, 13 Nov 2024RM 96.9bRM 127.0bRM 5.6b12.4x17.2x0.8x
Fri, 11 Oct 2024RM 101.0bRM 126.9bRM 5.6b13.1x18x0.8x
Sun, 08 Sep 2024RM 100.1bRM 127.0bRM 5.6b13.1x18x0.8x
Tue, 06 Aug 2024RM 97.7bRM 126.0bRM 5.9b13.9x16.7x0.8x
Thu, 04 Jul 2024RM 104.2bRM 125.9bRM 5.9b14.6x17.7x0.8x
Sat, 01 Jun 2024RM 103.8bRM 123.4bRM 5.2b14.9x19.9x0.8x
Mon, 29 Apr 2024RM 97.5bRM 122.8bRM 4.9b14x20x0.8x
Wed, 27 Mar 2024RM 97.3bRM 122.6bRM 4.9b13x20x0.8x
Fri, 23 Feb 2024RM 99.9bRM 121.2bRM 4.1b13.7x24.6x0.8x
Sun, 21 Jan 2024RM 101.6bRM 140.6bRM 4.8b13.5x21x0.7x
Tue, 19 Dec 2023RM 101.3bRM 140.7bRM 4.8b13.4x20.9x0.7x
Thu, 16 Nov 2023RM 101.2bRM 138.1bRM 4.1b12.1x24.4x0.7x
Sat, 14 Oct 2023RM 99.2bRM 138.2bRM 4.2b12.3x23.9x0.7x
Mon, 11 Sep 2023RM 99.4bRM 137.7bRM 4.1b12.2x24.1x0.7x
Wed, 09 Aug 2023RM 96.6bRM 135.2bRM 3.4b11.6x28.1x0.7x
Fri, 07 Jul 2023RM 95.1bRM 134.8bRM 3.4b10.9x27.8x0.7x
Sun, 04 Jun 2023RM 95.7bRM 134.6bRM 3.5b11.6x27.7x0.7x
Tue, 02 May 2023RM 99.7bRM 130.7bRM 3.5b11x28.6x0.8x
Thu, 30 Mar 2023RM 98.5bRM 130.7bRM 3.5b10.6x28.3x0.8x
Price to Earnings Ratio

28.3x


Total Market Cap: RM 98.5bTotal Earnings: RM 3.5bTotal Revenue: RM 130.7bTotal Market Cap vs Earnings and Revenue0%0%0%
Malaysian Consumer Discretionary Sector Price to Earnings3Y Average 23.3x202420252026
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 23.3x.
  • The industry is trading close to its 3-year average PS ratio of 0.73x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have grown 8.6% per year over the last three years.
  • Revenues for these companies have grown 8.6% 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 Market0.96%
Consumer Discretionary0.48%
Consumer Services3.83%
Specialty Stores1.56%
Auto0.41%
Auto Components0.045%
Leisure0%0
Online Retail and Ecommerce0%0
Luxury-0.25%
Hospitality-0.54%
Consumer Durables-1.33%
Retail Distributors-1.44%
General Merchandise and Department Stores-2.70%
Industry PE
  • Investors are most optimistic about the Hospitality industry which is trading above its 3-year average PE ratio of 43.0x.
    • Analysts are expecting annual earnings growth of 25.8%, which is higher than its past year's earnings growth of 8.9% per year.
Forecasted Growth
  • Analysts are most optimistic on the Hospitality industry, expecting annual earnings growth of 26% over the next 5 years.
  • This is better than its past earnings growth rate of 8.9% per year.
  • In contrast, the Auto industry is expected to see its earnings decline by 21% 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
PETDAG PETRONAS Dagangan BerhadRM 21.842.7%
+RM 576.2m
13.8%PE19.7x
ORIENT Oriental Holdings BerhadRM 7.354.6%
+RM 197.1m
4.3%PE16.8x
MRDIY Mr D.I.Y. Group (M) BerhadRM 1.660.6%
+RM 94.8m
21.2%PE24.9x
CYBERE Cyberjaya Education Group BerhadRM 1.5016.3%
+RM 36.2m
59.6%PE8.5x
FOCUS Focus Dynamics Group BerhadRM 0.01100.0%
+RM 31.9m
-33.3%PS1x

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