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Malaysian (KLSE) Consumer Discretionary Sector Analysis

UpdatedJul 11, 2025
DataAggregated Company Financials
Companies134
  • 7D1.0%
  • 3M6.7%
  • 1Y-20.2%
  • YTD-12.2%

Over the last 7 days, the Consumer Discretionary industry has risen 1.0%, driven by gains from Genting Malaysia Berhad of 3.5%. In the past year, the industry is down 20%. 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
Sat, 12 Jul 2025RM 86.1bRM 125.6bRM 3.1b12.1x27.9x0.7x
Mon, 09 Jun 2025RM 82.6bRM 124.6bRM 3.1b11.9x26.7x0.7x
Wed, 07 May 2025RM 84.3bRM 126.1bRM 4.1b12.3x20.6x0.7x
Fri, 04 Apr 2025RM 80.9bRM 125.8bRM 4.0b13x20.1x0.6x
Sun, 02 Mar 2025RM 82.4bRM 125.7bRM 4.0b13.1x20.5x0.7x
Tue, 28 Jan 2025RM 91.8bRM 125.3bRM 4.9b13.1x18.7x0.7x
Thu, 26 Dec 2024RM 92.2bRM 125.1bRM 4.8b13x19x0.7x
Sat, 23 Nov 2024RM 93.7bRM 126.6bRM 5.1b12.6x18.5x0.7x
Mon, 21 Oct 2024RM 100.9bRM 126.9bRM 5.6b12.7x17.9x0.8x
Wed, 18 Sep 2024RM 98.2bRM 126.4bRM 5.7b13x17.3x0.8x
Fri, 16 Aug 2024RM 102.6bRM 126.1bRM 5.9b13.6x17.5x0.8x
Sun, 14 Jul 2024RM 104.5bRM 125.9bRM 5.9b14.9x17.8x0.8x
Tue, 11 Jun 2024RM 104.9bRM 125.8bRM 5.8b14.3x18x0.8x
Thu, 09 May 2024RM 100.0bRM 122.5bRM 4.8b14.2x20.8x0.8x
Sat, 06 Apr 2024RM 97.9bRM 122.8bRM 4.9b13.2x20x0.8x
Mon, 04 Mar 2024RM 97.3bRM 122.4bRM 4.9b13.2x19.8x0.8x
Wed, 31 Jan 2024RM 103.5bRM 140.6bRM 4.8b13.7x21.4x0.7x
Fri, 29 Dec 2023RM 101.5bRM 140.7bRM 4.8b13.4x20.9x0.7x
Sun, 26 Nov 2023RM 102.5bRM 139.5bRM 4.7b12.2x21.6x0.7x
Tue, 24 Oct 2023RM 97.1bRM 138.2bRM 4.2b12x23.4x0.7x
Thu, 21 Sep 2023RM 98.9bRM 138.1bRM 4.2b12.1x23.6x0.7x
Sat, 19 Aug 2023RM 99.3bRM 135.2bRM 3.5b11.9x28.8x0.7x
Mon, 17 Jul 2023RM 97.4bRM 134.8bRM 3.4b11.3x28.5x0.7x
Wed, 14 Jun 2023RM 96.1bRM 134.9bRM 3.5b11.6x27.3x0.7x
Fri, 12 May 2023RM 98.9bRM 130.7bRM 3.2b10.8x31x0.8x
Sun, 09 Apr 2023RM 98.6bRM 130.8bRM 3.5b10.7x28.3x0.8x
Tue, 07 Mar 2023RM 103.1bRM 134.3bRM 3.5b11x29.1x0.8x
Thu, 02 Feb 2023RM 108.2bRM 131.2bRM 4.2b11.2x26.1x0.8x
Sat, 31 Dec 2022RM 104.7bRM 131.1bRM 4.1b10.8x25.4x0.8x
Mon, 28 Nov 2022RM 103.4bRM 127.0bRM 3.7b11.4x28.2x0.8x
Wed, 26 Oct 2022RM 101.8bRM 116.0bRM 1.9b12.5x54.2x0.9x
Fri, 23 Sep 2022RM 103.9bRM 115.5bRM 1.8b13.2x58.8x0.9x
Sun, 21 Aug 2022RM 106.0bRM 105.5b-RM 49,121,825.0014.7x-2157.3x1x
Tue, 19 Jul 2022RM 101.3bRM 104.8b-RM 192,447,651.0014.1x-526.4x1x
Price to Earnings Ratio

-526.4x


Total Market Cap: RM 101.3bTotal Earnings: -RM 192,447,651.00Total Revenue: RM 104.8bTotal Market Cap vs Earnings and Revenue0%0%0%
Malaysian Consumer Discretionary Sector Price to Earnings3Y Average -54.1x202320242025
Current Industry PE
  • Investors are pessimistic on the Malaysian Consumer Discretionary industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 27.9x which is higher than its 3-year average PE of -54.1x.
  • The industry is trading close to its 3-year average PS ratio of 0.77x.
Past Earnings Growth
  • Total earnings for the Consumer Discretionary industry have gone up over the last three years, and the industry is now profitable. Revenues have grown 6.2% per year.
  • This means that more sales are being generated by the industry overall, and subsequently profits are increasing too.

Industry Trends

Which industries have driven the changes within the Malaysian Consumer Discretionary sector?

MY Market-0.63%
Consumer Discretionary1.01%
Auto8.49%
Hospitality2.72%
Consumer Services2.20%
Specialty Stores0.035%
Leisure0%0
Online Retail and Ecommerce0%0
Consumer Durables-0.91%
Retail Distributors-1.38%
Luxury-1.62%
Auto Components-3.00%
General Merchandise and Department Stores-6.00%
Industry PE
  • Investors are most optimistic about the Consumer Services industry which is trading above its 3-year average PE ratio of 143x.
    • Analysts are expecting annual earnings growth of 11.6%, which is lower than the prior year's growth of 29.0% per year.
Forecasted Growth
  • Analysts are most optimistic on the Auto industry, expecting annual earnings growth of 60% over the next 5 years.
  • In contrast, the Retail Distributors industry is expected to see its earnings growth to stay flat over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
GENM Genting Malaysia BerhadRM 2.063.5%
+RM 396.7m
-18.6%PE43.9x
DRBHCOM DRB-HICOM BerhadRM 0.865.5%
+RM 87.0m
-36.9%PS0.1x
MAGNUM Magnum BerhadRM 1.353.8%
+RM 71.9m
15.4%PE11x
SPTOTO Sports Toto BerhadRM 1.492.8%
+RM 53.3m
-8.6%PE7.6x
MAGMA Magma Group BerhadRM 0.516.3%
+RM 50.4m
137.2%PS59.8x

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