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Malaysian (KLSE) Consumer Discretionary Sector Analysis

UpdatedMar 10, 2026
DataAggregated Company Financials
Companies137
  • 7D-3.8%
  • 3M-1.3%
  • 1Y2.1%
  • YTD-2.4%

Over the last 7 days, the Consumer Discretionary industry has dropped 3.8%, driven by PETRONAS Dagangan Berhad declining 4.4%. As for the longer term, the industry's performance has been flat for the past year. Looking forward, 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
Wed, 11 Mar 2026RM 103.4bRM 167.1bRM 4.4b12.6x23.4x0.6x
Fri, 06 Feb 2026RM 107.2bRM 164.4bRM 3.7b14.4x28.7x0.7x
Sun, 04 Jan 2026RM 105.4bRM 164.5bRM 3.8b13.6x27.8x0.6x
Tue, 02 Dec 2025RM 109.2bRM 164.2bRM 3.8b13.3x28.8x0.7x
Thu, 30 Oct 2025RM 90.2bRM 125.5bRM 3.0b14x29.8x0.7x
Sat, 27 Sep 2025RM 86.7bRM 125.4bRM 3.0b14.5x28.6x0.7x
Mon, 25 Aug 2025RM 83.4bRM 125.4bRM 3.0b13.2x28.1x0.7x
Wed, 23 Jul 2025RM 84.2bRM 125.4bRM 3.1b11.6x27.3x0.7x
Fri, 20 Jun 2025RM 81.8bRM 124.3bRM 3.0b11.7x27.2x0.7x
Sun, 18 May 2025RM 84.6bRM 126.0bRM 4.1b12.7x20.7x0.7x
Tue, 15 Apr 2025RM 80.7bRM 125.9bRM 4.0b12.5x20x0.6x
Thu, 13 Mar 2025RM 78.6bRM 125.5bRM 4.0b13.1x19.5x0.6x
Sat, 08 Feb 2025RM 92.8bRM 125.3bRM 4.9b13.3x18.9x0.7x
Mon, 06 Jan 2025RM 95.1bRM 125.1bRM 4.8b13.4x19.6x0.8x
Wed, 04 Dec 2024RM 93.5bRM 125.3bRM 4.9b12.8x19.1x0.7x
Fri, 01 Nov 2024RM 99.2bRM 127.0bRM 5.6b12.6x17.6x0.8x
Sun, 29 Sep 2024RM 100.4bRM 126.7bRM 5.6b12.9x17.9x0.8x
Tue, 27 Aug 2024RM 102.6bRM 126.9bRM 5.8b13.2x17.6x0.8x
Thu, 25 Jul 2024RM 105.7bRM 125.9bRM 5.9b14.3x18x0.8x
Sat, 22 Jun 2024RM 105.3bRM 125.9bRM 5.8b14.3x18.1x0.8x
Mon, 20 May 2024RM 103.9bRM 122.6bRM 4.8b14.9x21.5x0.8x
Wed, 17 Apr 2024RM 96.8bRM 122.8bRM 4.9b13.1x19.8x0.8x
Fri, 15 Mar 2024RM 98.9bRM 122.4bRM 4.9b13.4x20.3x0.8x
Sun, 11 Feb 2024RM 97.6bRM 121.3bRM 4.1b13.7x23.7x0.8x
Tue, 09 Jan 2024RM 105.4bRM 140.6bRM 4.8b13.6x21.8x0.7x
Thu, 07 Dec 2023RM 101.3bRM 140.4bRM 4.8b12.7x21x0.7x
Sat, 04 Nov 2023RM 98.5bRM 138.1bRM 4.2b12.1x23.7x0.7x
Mon, 02 Oct 2023RM 98.6bRM 138.0bRM 4.1b12.4x23.8x0.7x
Wed, 30 Aug 2023RM 99.1bRM 137.2bRM 3.8b12.3x25.8x0.7x
Fri, 28 Jul 2023RM 97.8bRM 135.2bRM 3.5b11.7x28.3x0.7x
Sun, 25 Jun 2023RM 94.7bRM 134.9bRM 3.5b10.9x26.8x0.7x
Tue, 23 May 2023RM 97.8bRM 130.4bRM 3.1b10.8x31.1x0.8x
Thu, 20 Apr 2023RM 99.8bRM 130.7bRM 3.5b10.7x28.7x0.8x
Sat, 18 Mar 2023RM 100.6bRM 135.1bRM 3.6b10.5x27.8x0.7x
Price to Earnings Ratio

27.8x


Total Market Cap: RM 100.6bTotal Earnings: RM 3.6bTotal Revenue: RM 135.1bTotal 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 23.4x.
  • 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 6.8% per year over the last three years.
  • Revenues for these companies have grown 7.3% 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-2.37%
Consumer Discretionary-3.76%
Leisure0%0
Online Retail and Ecommerce0%0
Specialty Stores-2.07%
Consumer Durables-2.11%
Consumer Services-2.87%
Retail Distributors-3.23%
Luxury-3.71%
General Merchandise and Department Stores-5.26%
Hospitality-5.99%
Auto Components-6.43%
Auto-9.38%
Industry PE
  • Investors are most optimistic about the Consumer Services industry even though it's trading below its 3-year average PE ratio of 145x.
    • Analysts are expecting annual earnings growth of 4.9%, which is lower than the prior year's growth of 52.6% 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
BAUTO Bermaz Auto BerhadRM 0.864.8%
+RM 45.2m		-14.4%PE14.3x
SIGN Signature International BerhadRM 1.425.2%
+RM 45.2m		0%PE10.9x
FOCUS Focus Dynamics Group BerhadRM 0.01100.0%
+RM 31.9m		-33.3%PS1x
ZHULIAN Zhulian Corporation BerhadRM 0.883.5%
+RM 13.8m		-23.5%PE28.6x
HOMERIZ Homeritz Corporation BerhadRM 0.437.5%
+RM 13.8m		-24.6%PE8.2x

Latest News

BAUTO
RM 0.86
Bermaz Auto Berhad
7D
4.8%
1Y
-14.4%
LSH
RM 1.84
Lim Seong Hai Capital Berhad
7D
-4.7%
1Y
n/a
ZHULIAN
RM 0.88
Zhulian Corporation Berhad
7D
3.5%
1Y
-23.5%
GENM
RM 1.99
Genting Malaysia Berhad
7D
-1.0%
1Y
11.8%
PANAMY
RM 7.27
Panasonic Manufacturing Malaysia Berhad
7D
2.7%
1Y
-51.4%
PECCA
RM 1.57
Pecca Group Berhad
7D
-7.1%
1Y
4.7%
FOCUS
RM 0.01
Focus Dynamics Group Berhad
7D
100.0%
1Y
-33.3%
DRBHCOM
RM 1.06
DRB-HICOM Berhad
7D
-4.5%
1Y
68.3%
GENTING
RM 2.59
Genting Berhad
7D
-3.0%
1Y
-20.1%
MRDIY
RM 1.66
Mr D.I.Y. Group (M) Berhad
7D
-2.9%
1Y
27.7%
SIGN
RM 1.42
Signature International Berhad
7D
5.2%
1Y
0%
PETDAG
RM 21.50
PETRONAS Dagangan Berhad
7D
-4.4%
1Y
28.7%
BETA
RM 0.55
Betamek Berhad
7D
3.8%
1Y
39.2%
KOPI
RM 1.14
Oriental Kopi Holdings Berhad
7D
-5.0%
1Y
70.1%
HOMERIZ
RM 0.43
Homeritz Corporation Berhad
7D
7.5%
1Y
-24.6%

Be Wary Of Homeritz Corporation Berhad (KLSE:HOMERIZ) And Its Returns On Capital

Jan 20
Be Wary Of Homeritz Corporation Berhad (KLSE:HOMERIZ) And Its Returns On Capital
ECM
RM 0.21
ECM Libra Group Berhad
7D
13.5%
1Y
5.0%