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Malaysian (KLSE) Consumer Discretionary Sector Analysis

UpdatedApr 05, 2026
DataAggregated Company Financials
Companies138
  • 7D-1.3%
  • 3M-5.5%
  • 1Y-0.4%
  • YTD-5.4%

Over the last 7 days, the Consumer Discretionary industry has dropped 1.3%, driven by Mr D.I.Y. Group (M) Berhad declining 6.2%. Meanwhile, DRB-HICOM Berhad actually outperformed within the industry, gaining 15% in the last week. Over the last year, the industry has been flat overall. As for the next few years, earnings are expected to grow by 12% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 05 Apr 2026RM 100.5bRM 167.3bRM 4.4b13x23x0.6x
Tue, 03 Mar 2026RM 109.5bRM 167.2bRM 4.4b13.9x24.6x0.7x
Thu, 29 Jan 2026RM 109.5bRM 164.4bRM 3.7b15.1x29.3x0.7x
Sat, 27 Dec 2025RM 104.9bRM 164.5bRM 3.8b13.3x27.6x0.6x
Mon, 24 Nov 2025RM 109.8bRM 162.3bRM 4.3b13.2x25.3x0.7x
Wed, 22 Oct 2025RM 91.5bRM 125.6bRM 3.0b14x30.2x0.7x
Fri, 19 Sep 2025RM 85.8bRM 125.4bRM 3.0b13.8x28.3x0.7x
Sun, 17 Aug 2025RM 83.9bRM 125.3bRM 3.1b11.4x26.9x0.7x
Tue, 15 Jul 2025RM 85.4bRM 125.6bRM 3.1b12.3x27.7x0.7x
Thu, 12 Jun 2025RM 83.9bRM 124.6bRM 3.1b12x27.1x0.7x
Sat, 10 May 2025RM 84.7bRM 126.1bRM 4.1b12.1x20.7x0.7x
Mon, 07 Apr 2025RM 79.9bRM 125.8bRM 4.0b12.9x19.8x0.6x
Wed, 05 Mar 2025RM 79.7bRM 125.5bRM 4.1b13.1x19.6x0.6x
Fri, 31 Jan 2025RM 91.7bRM 125.3bRM 4.9b13.1x18.6x0.7x
Sun, 29 Dec 2024RM 94.0bRM 125.1bRM 4.8b13.4x19.4x0.8x
Tue, 26 Nov 2024RM 93.4bRM 126.6bRM 5.1b12.5x18.4x0.7x
Thu, 24 Oct 2024RM 100.6bRM 126.9bRM 5.6b12.4x17.9x0.8x
Sat, 21 Sep 2024RM 99.4bRM 126.7bRM 5.6b13.3x17.8x0.8x
Mon, 19 Aug 2024RM 103.1bRM 126.1bRM 5.9b13.9x17.6x0.8x
Wed, 17 Jul 2024RM 106.5bRM 125.9bRM 5.9b14.4x18.1x0.8x
Fri, 14 Jun 2024RM 105.4bRM 125.7bRM 5.8b14.6x18.2x0.8x
Sun, 12 May 2024RM 100.9bRM 122.5bRM 4.8b14.3x20.9x0.8x
Tue, 09 Apr 2024RM 98.1bRM 122.8bRM 4.9b13.2x20.1x0.8x
Thu, 07 Mar 2024RM 97.7bRM 122.4bRM 4.9b13.1x20x0.8x
Sat, 03 Feb 2024RM 103.4bRM 140.7bRM 4.8b13.7x21.4x0.7x
Mon, 01 Jan 2024RM 101.4bRM 140.6bRM 4.8b13.5x21x0.7x
Wed, 29 Nov 2023RM 102.7bRM 140.2bRM 4.8b12.1x21.6x0.7x
Fri, 27 Oct 2023RM 97.5bRM 138.2bRM 4.2b12.1x23.5x0.7x
Sun, 24 Sep 2023RM 98.9bRM 138.1bRM 4.2b12.3x23.6x0.7x
Tue, 22 Aug 2023RM 99.3bRM 135.2bRM 3.4b11.8x28.8x0.7x
Thu, 20 Jul 2023RM 97.3bRM 135.1bRM 3.4b11.4x28.2x0.7x
Sat, 17 Jun 2023RM 96.4bRM 134.9bRM 3.5b11.4x27.3x0.7x
Mon, 15 May 2023RM 99.0bRM 130.9bRM 3.2b10.9x30.8x0.8x
Wed, 12 Apr 2023RM 99.8bRM 130.8bRM 3.5b10.7x28.6x0.8x
Price to Earnings Ratio

28.6x


Total Market Cap: RM 99.8bTotal 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 7.8% 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 Market-0.37%
Consumer Discretionary-1.29%
Auto13.64%
Auto Components1.69%
Hospitality0.73%
Consumer Durables0.47%
Consumer Services0.0075%
Leisure0%0
Online Retail and Ecommerce0%0
Luxury-1.15%
Retail Distributors-2.56%
Specialty Stores-3.60%
General Merchandise and Department Stores-5.71%
Industry PE
  • Investors are most optimistic about the Hospitality industry which is trading above its 3-year average PE ratio of 44.6x.
    • 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
DRBHCOM DRB-HICOM BerhadRM 1.2115.2%
+RM 309.3m		83.3%PE5.9x
GENTING Genting BerhadRM 2.352.2%
+RM 192.5m		-25.6%PS0.3x
GENM Genting Malaysia BerhadRM 1.821.1%
+RM 113.4m		12.3%PE13.7x
BORNOIL Borneo Oil BerhadRM 0.01100.0%
+RM 76.1m		0%PS1.8x
PECCA Pecca Group BerhadRM 1.544.8%
+RM 50.7m		-2.5%PE19.2x

Latest News

DRBHCOM
RM 1.21
DRB-HICOM Berhad
7D
15.2%
1Y
83.3%
MYNEWS
RM 0.47
Mynews Holdings Berhad
7D
-14.7%
1Y
-19.8%
PETDAG
RM 21.22
PETRONAS Dagangan Berhad
7D
-3.5%
1Y
16.6%
BORNOIL
RM 0.01
Borneo Oil Berhad
7D
100.0%
1Y
0%
KOPI
RM 1.03
Oriental Kopi Holdings Berhad
7D
-2.8%
1Y
48.2%
LSH
RM 1.74
Lim Seong Hai Capital Berhad
7D
-3.3%
1Y
101.2%
GENM
RM 1.82
Genting Malaysia Berhad
7D
1.1%
1Y
12.3%
PECCA
RM 1.54
Pecca Group Berhad
7D
4.8%
1Y
-2.5%
PHB
RM 0.005
Pegasus Heights Berhad
7D
-50.0%
1Y
-50.0%
FOCUS
RM 0.01
Focus Dynamics Group Berhad
7D
100.0%
1Y
-50.0%
GENTING
RM 2.35
Genting Berhad
7D
2.2%
1Y
-25.6%
ORIENT
RM 7.24
Oriental Holdings Berhad
7D
0.8%
1Y
3.9%
RKI
RM 1.15
Rhong Khen International Berhad
7D
8.5%
1Y
-0.9%
MRDIY
RM 1.51
Mr D.I.Y. Group (M) Berhad
7D
-6.2%
1Y
2.7%
FIAMMA
RM 1.08
Fiamma Holdings Berhad
7D
-6.1%
1Y
3.8%
BPROP
RM 0.26
Berjaya Property Berhad
7D
-3.8%
1Y
-15.0%