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Malaysian (KLSE) Consumer Discretionary Sector Analysis

UpdatedAug 26, 2025
DataAggregated Company Financials
Companies133
  • 7D-0.8%
  • 3M-1.8%
  • 1Y-22.0%
  • YTD-15.2%

Over the last 7 days, the Consumer Discretionary industry has remained flat, although notably Lim Seong Hai Capital Berhad gained 21%. As for the longer term, the industry has declined 22% in the last year. As for the next few years, earnings are expected to grow by 21% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 27 Aug 2025RM 83.1bRM 125.4bRM 3.0b13.2x28x0.7x
Fri, 25 Jul 2025RM 84.9bRM 125.4bRM 3.1b11.6x27.5x0.7x
Sun, 22 Jun 2025RM 81.9bRM 124.4bRM 3.0b11.7x27.2x0.7x
Tue, 20 May 2025RM 83.9bRM 126.0bRM 4.1b12.7x20.5x0.7x
Thu, 17 Apr 2025RM 80.7bRM 125.9bRM 4.0b12.1x20x0.6x
Sat, 15 Mar 2025RM 79.7bRM 125.2bRM 4.0b13.2x20x0.6x
Mon, 10 Feb 2025RM 92.8bRM 125.3bRM 4.9b13.3x18.9x0.7x
Wed, 08 Jan 2025RM 94.8bRM 125.1bRM 4.8b13.6x19.6x0.8x
Fri, 06 Dec 2024RM 92.7bRM 125.4bRM 4.9b13x19x0.7x
Sun, 03 Nov 2024RM 99.6bRM 127.0bRM 5.6b12.4x17.7x0.8x
Tue, 01 Oct 2024RM 101.4bRM 126.7bRM 5.6b13.1x18x0.8x
Thu, 29 Aug 2024RM 102.5bRM 126.7bRM 5.6b12.9x18.2x0.8x
Sat, 27 Jul 2024RM 105.3bRM 125.9bRM 5.9b14.2x17.9x0.8x
Mon, 24 Jun 2024RM 105.3bRM 125.9bRM 5.8b14.6x18x0.8x
Wed, 22 May 2024RM 104.9bRM 122.8bRM 4.9b15.1x21.5x0.9x
Fri, 19 Apr 2024RM 96.6bRM 122.8bRM 4.9b13.4x19.8x0.8x
Sun, 17 Mar 2024RM 98.2bRM 122.4bRM 4.9b13.3x20.1x0.8x
Tue, 13 Feb 2024RM 97.6bRM 121.3bRM 4.1b13.7x23.7x0.8x
Thu, 11 Jan 2024RM 104.8bRM 140.6bRM 4.8b13.7x21.7x0.7x
Sat, 09 Dec 2023RM 101.1bRM 140.4bRM 4.8b12.5x21x0.7x
Mon, 06 Nov 2023RM 98.5bRM 138.1bRM 4.2b12.1x23.7x0.7x
Wed, 04 Oct 2023RM 98.3bRM 138.0bRM 4.1b12.6x23.8x0.7x
Fri, 01 Sep 2023RM 99.4bRM 137.6bRM 4.1b12.2x24.4x0.7x
Sun, 30 Jul 2023RM 98.0bRM 135.2bRM 3.4b11.6x28.4x0.7x
Tue, 27 Jun 2023RM 94.6bRM 134.9bRM 3.5b10.9x26.8x0.7x
Thu, 25 May 2023RM 96.2bRM 130.4bRM 3.1b10.7x31.1x0.7x
Sat, 22 Apr 2023RM 100.2bRM 130.7bRM 3.5b11x28.9x0.8x
Mon, 20 Mar 2023RM 98.2bRM 127.5bRM 3.6b10.5x27.3x0.8x
Wed, 15 Feb 2023RM 107.5bRM 130.8bRM 4.2b10.9x25.6x0.8x
Fri, 13 Jan 2023RM 107.3bRM 131.2bRM 4.2b10.7x25.8x0.8x
Sun, 11 Dec 2022RM 104.7bRM 130.3bRM 4.0b10.8x26x0.8x
Tue, 08 Nov 2022RM 103.1bRM 116.2bRM 1.9b13.3x54.2x0.9x
Thu, 06 Oct 2022RM 102.2bRM 116.0bRM 1.9b12.6x54.8x0.9x
Sat, 03 Sep 2022RM 106.0bRM 115.1bRM 1.8b13.4x60.4x0.9x
Price to Earnings Ratio

60.4x


Total Market Cap: RM 106.0bTotal Earnings: RM 1.8bTotal Revenue: RM 115.1bTotal Market Cap vs Earnings and Revenue0%0%0%
Malaysian Consumer Discretionary Sector Price to Earnings3Y Average 25.2x202320242025
Current Industry PE
  • Investors are optimistic on the Malaysian Consumer Discretionary industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 28.0x which is higher than its 3-year average PE of 25.3x.
  • The industry is trading close to its 3-year average PS ratio of 0.76x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have grown 18% per year over the last three years.
  • Revenues for these companies have grown 2.9% 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 Market0.77%
Consumer Discretionary-0.84%
Auto8.57%
Retail Distributors5.29%
Consumer Services2.67%
Luxury0.39%
Specialty Stores0.0053%
Leisure0%0
Online Retail and Ecommerce0%0
General Merchandise and Department Stores0%0
Consumer Durables-0.74%
Auto Components-2.22%
Hospitality-2.99%
Industry PE
  • Investors are most optimistic about the Consumer Services industry even though it's trading below its 3-year average PE ratio of 150x.
    • Analysts expect its future annual earnings growth (10.0%) to be largely in line with prior year's earnings growth.
Forecasted Growth
  • Analysts are most optimistic on the Auto industry, expecting annual earnings growth of 59% over the next 5 years.
  • In contrast, the Luxury industry is expected to see its earnings grow by 3.2% 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
DRBHCOM DRB-HICOM BerhadRM 0.8210.8%
+RM 154.7m		-35.4%PS0.1x
KOPI Oriental Kopi Holdings BerhadRM 1.086.9%
+RM 140.0m		n/aPE50.1x
MBMR MBM Resources BerhadRM 4.947.2%
+RM 129.0m		-13.3%PE6x
LSH Lim Seong Hai Capital BerhadRM 1.1911.2%
+RM 100.6m		37.6%PE12x
MAGNUM Magnum BerhadRM 1.393.7%
+RM 71.9m		13.0%PE10.3x

Latest News

PECCA
RM 1.42
Pecca Group Berhad
7D
-7.8%
1Y
16.4%
MAGNUM
RM 1.39
Magnum Berhad
7D
3.7%
1Y
13.0%

Magnum Berhad (KLSE:MAGNUM) Is Due To Pay A Dividend Of MYR0.025

Aug 25
Magnum Berhad (KLSE:MAGNUM) Is Due To Pay A Dividend Of MYR0.025
MAGMA
RM 0.30
Magma Group Berhad
7D
-19.7%
1Y
52.5%
FPI
RM 1.27
Formosa Prosonic Industries Berhad
7D
-11.2%
1Y
-56.8%
ORIENT
RM 6.75
Oriental Holdings Berhad
7D
-1.3%
1Y
-1.9%
DRBHCOM
RM 0.82
DRB-HICOM Berhad
7D
10.8%
1Y
-35.4%
KOPI
RM 1.08
Oriental Kopi Holdings Berhad
7D
6.9%
1Y
n/a
MRDIY
RM 1.54
Mr D.I.Y. Group (M) Berhad
7D
-0.6%
1Y
-26.3%

Mr D.I.Y. Group (M) Berhad (KLSE:MRDIY) Is Increasing Its Dividend To MYR0.015

Aug 18
Mr D.I.Y. Group (M) Berhad (KLSE:MRDIY) Is Increasing Its Dividend To MYR0.015
GENM
RM 2.03
Genting Malaysia Berhad
7D
-0.5%
1Y
-19.8%

Genting Malaysia Berhad (KLSE:GENM) Is Looking To Continue Growing Its Returns On Capital

Aug 17
Genting Malaysia Berhad (KLSE:GENM) Is Looking To Continue Growing Its Returns On Capital
LSH
RM 1.19
Lim Seong Hai Capital Berhad
7D
11.2%
1Y
37.6%

Lim Seong Hai Capital Berhad (KLSE:LSH) Shares Fly 30% But Investors Aren't Buying For Growth

Aug 15
Lim Seong Hai Capital Berhad (KLSE:LSH) Shares Fly 30% But Investors Aren't Buying For Growth
SYNERGY
RM 0.37
Synergy House Berhad
7D
-23.7%
1Y
-65.1%
GENTING
RM 2.80
Genting Berhad
7D
-9.7%
1Y
-35.2%

Investors Still Waiting For A Pull Back In Genting Berhad (KLSE:GENTING)

Aug 06
Investors Still Waiting For A Pull Back In Genting Berhad (KLSE:GENTING)
CLASSITA
RM 0.09
Classita Holdings Berhad
7D
20.0%
1Y
157.1%

Classita Holdings Berhad (KLSE:CLASSITA) Stock Rockets 33% As Investors Are Less Pessimistic Than Expected

Jul 29
Classita Holdings Berhad (KLSE:CLASSITA) Stock Rockets 33% As Investors Are Less Pessimistic Than Expected
CKI
RM 0.85
CUCKOO International (MAL) Berhad
7D
5.6%
1Y
n/a
MBMR
RM 4.94
MBM Resources Berhad
7D
7.2%
1Y
-13.3%
AWANTEC
RM 0.32
AwanBiru Technology Berhad
7D
12.5%
1Y
-17.1%