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Malaysian (KLSE) Consumer Discretionary Sector Analysis

UpdatedJul 20, 2025
DataAggregated Company Financials
Companies133
  • 7D-1.4%
  • 3M0.4%
  • 1Y-24.5%
  • YTD-13.7%

Over the last 7 days, the Consumer Discretionary industry has dropped 1.4%, driven by a pullback from Mr D.I.Y. Group (M) Berhad of 4.1%. In contrast, Tan Chong Motor Holdings Berhad has gained 45%. However, the industry is down 24% over the past year. As for the next few years, earnings are expected to grow by 22% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 20 Jul 2025RM 84.4bRM 125.4bRM 3.1b11.8x27.3x0.7x
Tue, 17 Jun 2025RM 82.3bRM 124.3bRM 3.0b11.8x27.1x0.7x
Thu, 15 May 2025RM 85.4bRM 126.1bRM 4.1b12.7x20.8x0.7x
Sat, 12 Apr 2025RM 78.8bRM 125.8bRM 4.0b12.3x19.6x0.6x
Mon, 10 Mar 2025RM 80.1bRM 125.5bRM 4.0b13.1x19.8x0.6x
Wed, 05 Feb 2025RM 92.2bRM 125.3bRM 4.9b13.3x18.7x0.7x
Fri, 03 Jan 2025RM 94.8bRM 125.1bRM 4.8b13.4x19.6x0.8x
Sun, 01 Dec 2024RM 93.0bRM 125.3bRM 4.9b12.9x19x0.7x
Tue, 29 Oct 2024RM 100.0bRM 126.9bRM 5.6b12.6x17.8x0.8x
Thu, 26 Sep 2024RM 101.1bRM 126.7bRM 5.6b13.7x18x0.8x
Sat, 24 Aug 2024RM 102.6bRM 126.8bRM 5.8b13.1x17.6x0.8x
Mon, 22 Jul 2024RM 107.7bRM 125.9bRM 5.9b14.5x18.3x0.9x
Wed, 19 Jun 2024RM 105.6bRM 125.7bRM 5.8b14.5x18.2x0.8x
Fri, 17 May 2024RM 102.9bRM 122.6bRM 4.8b14.5x21.3x0.8x
Sun, 14 Apr 2024RM 98.1bRM 122.8bRM 4.9b13.7x20.1x0.8x
Tue, 12 Mar 2024RM 99.2bRM 122.4bRM 4.9b13.2x20.3x0.8x
Thu, 08 Feb 2024RM 103.0bRM 139.4bRM 4.8b13.6x21.4x0.7x
Sat, 06 Jan 2024RM 103.9bRM 140.6bRM 4.8b13.7x21.5x0.7x
Mon, 04 Dec 2023RM 102.5bRM 140.4bRM 4.8b12.7x21.2x0.7x
Wed, 01 Nov 2023RM 97.1bRM 138.2bRM 4.1b12.2x23.4x0.7x
Fri, 29 Sep 2023RM 98.8bRM 138.0bRM 4.1b12.3x23.8x0.7x
Sun, 27 Aug 2023RM 99.8bRM 137.5bRM 3.9b12.2x25.7x0.7x
Tue, 25 Jul 2023RM 96.8bRM 135.2bRM 3.5b11.4x28x0.7x
Thu, 22 Jun 2023RM 95.4bRM 134.9bRM 3.5b11.2x27x0.7x
Sat, 20 May 2023RM 97.9bRM 130.3bRM 3.1b11x31.1x0.8x
Mon, 17 Apr 2023RM 100.0bRM 130.8bRM 3.5b10.7x28.9x0.8x
Wed, 15 Mar 2023RM 99.5bRM 135.1bRM 3.6b10.4x27.5x0.7x
Fri, 10 Feb 2023RM 108.3bRM 130.8bRM 4.2b11x25.8x0.8x
Sun, 08 Jan 2023RM 106.6bRM 131.2bRM 4.2b10.3x25.6x0.8x
Tue, 06 Dec 2022RM 104.6bRM 130.3bRM 4.0b11.4x25.9x0.8x
Thu, 03 Nov 2022RM 103.1bRM 583.5bRM 27.0b11.9x3.8x0.2x
Sat, 01 Oct 2022RM 101.5bRM 116.0bRM 1.9b12.6x54.4x0.9x
Mon, 29 Aug 2022RM 106.3bRM 114.3bRM 1.5b13.5x68.6x0.9x
Wed, 27 Jul 2022RM 104.0bRM 104.9b-RM 183,145,184.0014.4x-567.9x1x
Price to Earnings Ratio

-567.9x


Total Market Cap: RM 104.0bTotal Earnings: -RM 183,145,184.00Total Revenue: RM 104.9bTotal Market Cap vs Earnings and Revenue0%0%0%
Malaysian Consumer Discretionary Sector Price to Earnings3Y Average -50.1x202320242025
Current Industry PE
  • Investors are pessimistic on the Malaysian Consumer Discretionary industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 27.3x which is higher than its 3-year average PE of -50.1x.
  • The industry is trading close to its 3-year average PS ratio of 0.77x.
Past Earnings Growth
  • Total earnings for the Consumer Discretionary industry have gone up over the last three years, and the industry is now profitable. Revenues have grown 6.2% per year.
  • This means that more sales are being generated by the industry overall, and subsequently profits are increasing too.

Industry Trends

Which industries have driven the changes within the Malaysian Consumer Discretionary sector?

MY Market-0.44%
Consumer Discretionary-1.36%
Auto8.56%
General Merchandise and Department Stores2.27%
Retail Distributors1.69%
Consumer Services0.86%
Auto Components0.77%
Leisure0%0
Online Retail and Ecommerce0%0
Consumer Durables-0.40%
Hospitality-1.58%
Luxury-2.16%
Specialty Stores-2.94%
Industry PE
  • Investors are most optimistic about the Consumer Services industry, which is trading close to its 3-year average PE ratio of 147x.
    • Analysts are expecting annual earnings growth of 11.6%, which is lower than the prior year's growth of 29.0% per year.
Forecasted Growth
  • Analysts are most optimistic on the Auto industry, expecting annual earnings growth of 58% over the next 5 years.
  • In contrast, the Retail Distributors industry is expected to see its earnings growth to stay flat over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
TCHONG Tan Chong Motor Holdings BerhadRM 0.7644.8%
+RM 153.1m
-7.9%PS0.2x
PHB Pegasus Heights BerhadRM 0.01100.0%
+RM 54.1m
0%PS10.8x
PECCA Pecca Group BerhadRM 1.484.2%
+RM 43.5m
23.3%PE18.3x
FOCUS Focus Dynamics Group BerhadRM 0.01550.0%
+RM 31.9m
0%PS1.2x
MBMR MBM Resources BerhadRM 4.591.3%
+RM 23.5m
-13.4%PE5.5x

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