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Malaysian (KLSE) Consumer Discretionary Sector Analysis
UpdatedMar 02, 2026
DataAggregated Company Financials
Companies137
- 7D-1.1%
- 3M-0.5%
- 1Y3.9%
- YTD3.4%
Over the last 7 days, the Consumer Discretionary industry has dropped 1.1%, driven by a pullback from Mr D.I.Y. Group (M) Berhad of 12%. In contrast, PETRONAS Dagangan Berhad has gained 6.1%. In the past year, the industry has gained 3.9%. 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?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 02 Mar 2026 | RM 109.5b | RM 167.2b | RM 4.4b | 13.9x | 24.6x | 0.7x |
| Wed, 28 Jan 2026 | RM 110.3b | RM 164.4b | RM 3.7b | 14.5x | 29.5x | 0.7x |
| Fri, 26 Dec 2025 | RM 104.9b | RM 164.5b | RM 3.8b | 13.7x | 27.6x | 0.6x |
| Sun, 23 Nov 2025 | RM 109.8b | RM 162.2b | RM 4.3b | 13.2x | 25.5x | 0.7x |
| Tue, 21 Oct 2025 | RM 91.2b | RM 125.5b | RM 3.0b | 14x | 30.2x | 0.7x |
| Thu, 18 Sep 2025 | RM 85.3b | RM 125.4b | RM 3.0b | 13.8x | 28.2x | 0.7x |
| Sat, 16 Aug 2025 | RM 83.9b | RM 125.3b | RM 3.1b | 11.4x | 26.9x | 0.7x |
| Mon, 14 Jul 2025 | RM 85.7b | RM 125.6b | RM 3.1b | 12.1x | 27.8x | 0.7x |
| Wed, 11 Jun 2025 | RM 84.8b | RM 124.6b | RM 3.1b | 12.2x | 27.4x | 0.7x |
| Fri, 09 May 2025 | RM 84.3b | RM 126.1b | RM 4.1b | 12.4x | 20.7x | 0.7x |
| Sun, 06 Apr 2025 | RM 79.9b | RM 125.8b | RM 4.0b | 12.9x | 19.8x | 0.6x |
| Tue, 04 Mar 2025 | RM 82.1b | RM 125.5b | RM 4.0b | 13.3x | 20.3x | 0.7x |
| Thu, 30 Jan 2025 | RM 91.7b | RM 125.3b | RM 4.9b | 13.1x | 18.7x | 0.7x |
| Sat, 28 Dec 2024 | RM 94.0b | RM 125.1b | RM 4.8b | 13.4x | 19.4x | 0.8x |
| Mon, 25 Nov 2024 | RM 93.7b | RM 126.6b | RM 5.1b | 12.5x | 18.4x | 0.7x |
| Wed, 23 Oct 2024 | RM 100.0b | RM 126.9b | RM 5.6b | 12.6x | 17.8x | 0.8x |
| Fri, 20 Sep 2024 | RM 99.0b | RM 126.7b | RM 5.6b | 13.3x | 17.7x | 0.8x |
| Sun, 18 Aug 2024 | RM 103.1b | RM 126.1b | RM 5.9b | 13.9x | 17.6x | 0.8x |
| Tue, 16 Jul 2024 | RM 105.6b | RM 125.9b | RM 5.9b | 14.7x | 18x | 0.8x |
| Thu, 13 Jun 2024 | RM 105.1b | RM 125.7b | RM 5.8b | 14.6x | 18.1x | 0.8x |
| Sat, 11 May 2024 | RM 100.9b | RM 122.5b | RM 4.8b | 14.3x | 20.9x | 0.8x |
| Mon, 08 Apr 2024 | RM 97.9b | RM 122.8b | RM 4.9b | 13.2x | 20x | 0.8x |
| Wed, 06 Mar 2024 | RM 98.2b | RM 122.4b | RM 4.9b | 13.2x | 20.1x | 0.8x |
| Fri, 02 Feb 2024 | RM 102.3b | RM 140.6b | RM 4.8b | 13.6x | 21.1x | 0.7x |
| Sun, 31 Dec 2023 | RM 101.4b | RM 140.6b | RM 4.8b | 13.5x | 21x | 0.7x |
| Tue, 28 Nov 2023 | RM 102.8b | RM 139.5b | RM 4.7b | 12.2x | 21.7x | 0.7x |
| Thu, 26 Oct 2023 | RM 97.8b | RM 138.2b | RM 4.2b | 12x | 23.6x | 0.7x |
| Sat, 23 Sep 2023 | RM 98.9b | RM 138.1b | RM 4.2b | 12.3x | 23.6x | 0.7x |
| Mon, 21 Aug 2023 | RM 99.3b | RM 135.2b | RM 3.4b | 11.9x | 28.8x | 0.7x |
| Wed, 19 Jul 2023 | RM 96.8b | RM 134.8b | RM 3.4b | 11.4x | 28.3x | 0.7x |
| Fri, 16 Jun 2023 | RM 95.9b | RM 134.9b | RM 3.5b | 11.4x | 27.2x | 0.7x |
| Sun, 14 May 2023 | RM 99.0b | RM 130.8b | RM 3.2b | 10.9x | 30.8x | 0.8x |
| Tue, 11 Apr 2023 | RM 98.6b | RM 130.8b | RM 3.5b | 10.5x | 28.3x | 0.8x |
| Thu, 09 Mar 2023 | RM 102.8b | RM 134.3b | RM 3.5b | 10.7x | 29x | 0.8x |
Price to Earnings Ratio
29x
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 7.9% per year over the last three years.
- Revenues for these companies have grown 7.6% 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 Market | -1.67% | |
| Consumer Discretionary | -1.05% | |
| Auto | 5.22% | |
| Specialty Stores | 0.025% | |
| Leisure | 0% | 0 |
| Online Retail and Ecommerce | 0% | 0 |
| Luxury | -0.54% | |
| Consumer Durables | -0.94% | |
| Auto Components | -1.07% | |
| Consumer Services | -1.39% | |
| General Merchandise and Department Stores | -2.44% | |
| Hospitality | -2.63% | |
| Retail Distributors | -4.15% | |
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 decline of 2.1%, 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 12% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| PETDAG PETRONAS Dagangan Berhad | RM 22.26 | 6.1% +RM 1.3b | 19.0% | PE20.1x | |
| BORNOIL Borneo Oil Berhad | RM 0.01 | 100.0% +RM 75.9m | 0% | PS1.8x | |
| OVERSEA Oversea Enterprise Berhad | RM 0.045 | 28.6% +RM 22.7m | 12.5% | PS1.3x | |
| MAGMA Magma Group Berhad | RM 0.32 | 1.6% +RM 21.0m | 48.8% | PS16.8x | |
| SENHENG Senheng New Retail Berhad | RM 0.20 | 5.3% +RM 15.0m | -2.4% | PE31.5x |