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Malaysian (KLSE) Consumer Discretionary Sector Analysis

UpdatedMar 07, 2026
DataAggregated Company Financials
Companies137
  • 7D-3.0%
  • 3M-0.2%
  • 1Y4.1%
  • YTD0.2%

Over the last 7 days, the Consumer Discretionary industry has dropped 3.0%, driven by pullbacks in Mr D.I.Y. Group (M) Berhad and Genting Berhad of 5.0% and 7.4%, respectively. Over the past 12 months, the industry was up 3.5%. 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?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 07 Mar 2026RM 106.2bRM 167.1bRM 4.4b13.3x24.1x0.6x
Mon, 02 Feb 2026RM 109.0bRM 164.4bRM 3.7b14.2x29.1x0.7x
Wed, 31 Dec 2025RM 104.8bRM 164.5bRM 3.8b13.5x27.7x0.6x
Fri, 28 Nov 2025RM 108.3bRM 162.7bRM 4.3b13.2x25.5x0.7x
Sun, 26 Oct 2025RM 91.8bRM 125.6bRM 3.0b14.3x30.2x0.7x
Tue, 23 Sep 2025RM 86.1bRM 125.4bRM 3.0b13.8x28.4x0.7x
Thu, 21 Aug 2025RM 83.6bRM 125.5bRM 3.1b11.6x26.8x0.7x
Sat, 19 Jul 2025RM 84.4bRM 125.4bRM 3.1b11.8x27.3x0.7x
Mon, 16 Jun 2025RM 83.3bRM 124.3bRM 3.0b12x27.4x0.7x
Wed, 14 May 2025RM 85.2bRM 126.1bRM 4.1b12.7x20.8x0.7x
Fri, 11 Apr 2025RM 77.2bRM 125.8bRM 4.0b11.9x19.2x0.6x
Sun, 09 Mar 2025RM 80.1bRM 125.5bRM 4.1b13.1x19.8x0.6x
Tue, 04 Feb 2025RM 91.9bRM 125.3bRM 4.9b13.3x18.7x0.7x
Thu, 02 Jan 2025RM 94.7bRM 125.1bRM 4.8b13.1x19.6x0.8x
Sat, 30 Nov 2024RM 93.0bRM 125.2bRM 5.1b12.8x18.2x0.7x
Mon, 28 Oct 2024RM 100.1bRM 126.9bRM 5.6b12.6x17.8x0.8x
Wed, 25 Sep 2024RM 100.3bRM 126.7bRM 5.6b13.4x17.9x0.8x
Fri, 23 Aug 2024RM 103.1bRM 126.6bRM 5.9b13.3x17.3x0.8x
Sun, 21 Jul 2024RM 107.7bRM 125.9bRM 5.9b14.5x18.3x0.9x
Tue, 18 Jun 2024RM 105.2bRM 125.7bRM 5.8b14.6x18.1x0.8x
Thu, 16 May 2024RM 102.3bRM 122.5bRM 4.8b14.5x21.2x0.8x
Sat, 13 Apr 2024RM 98.1bRM 122.8bRM 4.9b13.7x20.1x0.8x
Mon, 11 Mar 2024RM 98.4bRM 122.4bRM 4.9b13.2x20.1x0.8x
Wed, 07 Feb 2024RM 102.8bRM 139.4bRM 4.8b13.6x21.4x0.7x
Fri, 05 Jan 2024RM 102.4bRM 140.6bRM 4.8b13.6x21.2x0.7x
Sun, 03 Dec 2023RM 102.5bRM 140.4bRM 4.8b12.7x21.2x0.7x
Tue, 31 Oct 2023RM 97.2bRM 138.2bRM 4.1b12.2x23.4x0.7x
Thu, 28 Sep 2023RM 98.8bRM 138.0bRM 4.1b12.2x23.8x0.7x
Sat, 26 Aug 2023RM 99.8bRM 137.2bRM 3.7b12.1x26.8x0.7x
Mon, 24 Jul 2023RM 96.9bRM 135.1bRM 3.4b11.3x28.1x0.7x
Wed, 21 Jun 2023RM 95.1bRM 134.9bRM 3.5b11.3x26.9x0.7x
Fri, 19 May 2023RM 98.2bRM 130.3bRM 3.2b10.9x31x0.8x
Sun, 16 Apr 2023RM 100.0bRM 130.8bRM 3.5b10.7x28.9x0.8x
Tue, 14 Mar 2023RM 101.1bRM 134.8bRM 3.6b10.7x28.3x0.7x
Price to Earnings Ratio

28.3x


Total Market Cap: RM 101.1bTotal Earnings: RM 3.6bTotal Revenue: RM 134.8bTotal Market Cap vs Earnings and Revenue0%0%0%
Malaysian Consumer Discretionary Sector Price to Earnings3Y Average 23.4x202420252026
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 23.4x.
  • 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 7.5% per year over the last three years.
  • Revenues for these companies have grown 7.4% 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-1.06%
Consumer Discretionary-3.03%
Leisure0%0
Online Retail and Ecommerce0%0
Retail Distributors-0.05%
Specialty Stores-1.61%
Luxury-2.10%
Consumer Durables-2.11%
Auto Components-3.12%
Consumer Services-4.16%
General Merchandise and Department Stores-5.00%
Hospitality-5.05%
Auto-11.27%
Industry PE
  • Investors are most optimistic about the Hospitality industry which is trading above its 3-year average PE ratio of 40.8x.
    • Analysts are expecting annual earnings growth of 25.7%, 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 22.180.9%
+RM 198.7m		25.5%PE20x
PHB Pegasus Heights BerhadRM 0.01100.0%
+RM 54.1m		0%PS10.3x
SIGN Signature International BerhadRM 1.423.6%
+RM 32.3m		-7.8%PE10.9x
FOCUS Focus Dynamics Group BerhadRM 0.01100.0%
+RM 31.9m		-33.3%PS1x
BJFOOD Berjaya Food BerhadRM 0.237.1%
+RM 29.5m		-27.4%PS0.9x

Latest News

CKI
RM 0.52
CUCKOO International (MAL) Berhad
7D
-9.6%
1Y
n/a
GENM
RM 2.00
Genting Malaysia Berhad
7D
-4.8%
1Y
10.5%
SHANG
RM 1.76
Shangri-La Hotels (Malaysia) Berhad
7D
-7.4%
1Y
-3.3%
LIIHEN
RM 0.33
Lii Hen Industries Bhd
7D
6.5%
1Y
-42.1%
PHB
RM 0.01
Pegasus Heights Berhad
7D
100.0%
1Y
0%
FOCUS
RM 0.01
Focus Dynamics Group Berhad
7D
100.0%
1Y
-33.3%
EG
RM 1.02
EG Industries Berhad
7D
-9.7%
1Y
0%
DRBHCOM
RM 1.08
DRB-HICOM Berhad
7D
-11.5%
1Y
63.6%
GENTING
RM 2.62
Genting Berhad
7D
-7.4%
1Y
-16.8%
MRDIY
RM 1.70
Mr D.I.Y. Group (M) Berhad
7D
-5.0%
1Y
24.1%
SIGN
RM 1.42
Signature International Berhad
7D
3.6%
1Y
-7.8%
PETDAG
RM 22.18
PETRONAS Dagangan Berhad
7D
0.9%
1Y
25.5%
SEMICO
RM 0.50
Semico Capital Berhad
7D
16.3%
1Y
n/a
BJFOOD
RM 0.23
Berjaya Food Berhad
7D
7.1%
1Y
-27.4%
BETA
RM 0.55
Betamek Berhad
7D
3.8%
1Y
34.1%
KOPI
RM 1.12
Oriental Kopi Holdings Berhad
7D
-6.7%
1Y
61.2%