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Malaysian (KLSE) Consumer Discretionary Sector Analysis

UpdatedApr 07, 2026
DataAggregated Company Financials
Companies138
  • 7D-1.0%
  • 3M-6.3%
  • 1Y3.8%
  • YTD-6.4%

Over the last 7 days, the Consumer Discretionary industry has dropped 1.3%, driven by a pullback from PETRONAS Dagangan Berhad of 6.7%. Over the last year, the industry has been flat overall. Looking forward, earnings are forecast to grow by 12% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 07 Apr 2026RM 99.5bRM 167.3bRM 4.4b13x22.8x0.6x
Thu, 05 Mar 2026RM 106.8bRM 167.1bRM 4.4b13.3x24.1x0.6x
Sat, 31 Jan 2026RM 109.0bRM 164.4bRM 3.7b14.2x29.2x0.7x
Mon, 29 Dec 2025RM 104.9bRM 164.5bRM 3.8b13.4x27.7x0.6x
Wed, 26 Nov 2025RM 109.3bRM 162.3bRM 4.4b12.8x25.1x0.7x
Fri, 24 Oct 2025RM 91.6bRM 125.6bRM 3.0b14.3x30.2x0.7x
Sun, 21 Sep 2025RM 85.8bRM 125.4bRM 3.0b13.8x28.3x0.7x
Tue, 19 Aug 2025RM 83.8bRM 125.5bRM 3.1b11.4x26.9x0.7x
Thu, 17 Jul 2025RM 84.4bRM 125.4bRM 3.1b12.1x27.3x0.7x
Sat, 14 Jun 2025RM 83.3bRM 124.2bRM 3.0b11.9x27.4x0.7x
Mon, 12 May 2025RM 84.7bRM 126.1bRM 4.1b12.1x20.7x0.7x
Wed, 09 Apr 2025RM 76.0bRM 125.8bRM 4.0b12.6x18.9x0.6x
Fri, 07 Mar 2025RM 80.5bRM 125.5bRM 4.1b13.3x19.8x0.6x
Sun, 02 Feb 2025RM 92.3bRM 125.3bRM 4.9b13.3x18.8x0.7x
Tue, 31 Dec 2024RM 93.7bRM 125.1bRM 4.8b13x19.4x0.7x
Thu, 28 Nov 2024RM 93.6bRM 126.3bRM 5.0b12.8x18.8x0.7x
Sat, 26 Oct 2024RM 100.1bRM 126.9bRM 5.6b12.6x17.8x0.8x
Mon, 23 Sep 2024RM 99.4bRM 126.7bRM 5.6b13.3x17.7x0.8x
Wed, 21 Aug 2024RM 103.3bRM 126.6bRM 5.9b13.5x17.5x0.8x
Fri, 19 Jul 2024RM 108.0bRM 125.9bRM 5.9b14.8x18.4x0.9x
Sun, 16 Jun 2024RM 105.2bRM 125.7bRM 5.8b14.6x18.1x0.8x
Tue, 14 May 2024RM 102.2bRM 122.5bRM 4.8b14.2x21.2x0.8x
Thu, 11 Apr 2024RM 98.1bRM 122.8bRM 4.9b13.3x20.1x0.8x
Sat, 09 Mar 2024RM 98.4bRM 122.4bRM 4.9b13.2x20.1x0.8x
Mon, 05 Feb 2024RM 103.4bRM 140.6bRM 4.8b13.7x21.4x0.7x
Wed, 03 Jan 2024RM 101.3bRM 140.6bRM 4.8b13.4x21x0.7x
Fri, 01 Dec 2023RM 102.1bRM 140.5bRM 5.0b11.8x20.4x0.7x
Sun, 29 Oct 2023RM 97.7bRM 138.2bRM 4.2b12.2x23.5x0.7x
Tue, 26 Sep 2023RM 98.8bRM 138.1bRM 4.2b12.4x23.6x0.7x
Thu, 24 Aug 2023RM 99.4bRM 135.1bRM 3.5b11.9x28.7x0.7x
Sat, 22 Jul 2023RM 96.7bRM 135.1bRM 3.4b11.3x28x0.7x
Mon, 19 Jun 2023RM 96.2bRM 134.9bRM 3.5b11.4x27.2x0.7x
Wed, 17 May 2023RM 98.5bRM 130.9bRM 3.2b10.9x30.7x0.8x
Fri, 14 Apr 2023RM 99.7bRM 130.8bRM 3.5b10.7x28.8x0.8x
Price to Earnings Ratio

28.8x


Total Market Cap: RM 99.7bTotal Earnings: RM 3.5bTotal Revenue: RM 130.8bTotal Market Cap vs Earnings and Revenue0%0%0%
Malaysian Consumer Discretionary Sector Price to Earnings3Y Average 23.2x202420252026
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 23.2x.
  • The industry is trading close to its 3-year average PS ratio of 0.72x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have grown 8.0% 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 Market0.19%
Consumer Discretionary-0.98%
Auto13.49%
Auto Components3.03%
Consumer Durables2.63%
Hospitality2.58%
Luxury0.15%
Leisure0%0
Online Retail and Ecommerce0%0
Retail Distributors-0.27%
Consumer Services-0.36%
Specialty Stores-4.68%
General Merchandise and Department Stores-5.88%
Industry PE
  • Investors are most optimistic about the Hospitality industry which is trading above its 3-year average PE ratio of 44.9x.
    • Analysts are expecting annual earnings growth of 25.0%, 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 25% 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 22% 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
GENTING Genting BerhadRM 2.325.0%
+RM 423.6m
-23.4%PS0.3x
DRBHCOM DRB-HICOM BerhadRM 1.2015.4%
+RM 309.3m
95.1%PE5.8x
GENM Genting Malaysia BerhadRM 1.812.8%
+RM 283.4m
21.5%PE13.6x
EG EG Industries BerhadRM 1.125.7%
+RM 54.6m
25.8%PE10.8x
KOPI Oriental Kopi Holdings BerhadRM 1.032.0%
+RM 40.0m
58.5%PE31.8x

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