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Malaysian (KLSE) Consumer Discretionary Sector Analysis

UpdatedDec 13, 2025
DataAggregated Company Financials
Companies135
  • 7D-1.4%
  • 3M-2.1%
  • 1Y-12.1%
  • YTD-11.8%

Over the last 7 days, the Consumer Discretionary industry has dropped 1.4%, driven by pullbacks in Genting Berhad and Genting Malaysia Berhad of 5.8% and 5.0%, respectively. Overall the industry is down 12% in 12 months. Looking forward, earnings are forecast to grow by 22% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 14 Dec 2025RM 104.4bRM 164.4bRM 3.8b13.7x27.5x0.6x
Tue, 11 Nov 2025RM 112.4bRM 162.0bRM 4.2b13.7x26.9x0.7x
Thu, 09 Oct 2025RM 87.3bRM 125.5bRM 3.0b14.3x28.7x0.7x
Sat, 06 Sep 2025RM 83.5bRM 125.8bRM 3.1b14x27.1x0.7x
Mon, 04 Aug 2025RM 84.1bRM 125.5bRM 3.1b11.5x27.2x0.7x
Wed, 02 Jul 2025RM 84.0bRM 125.6bRM 3.1b11.9x27.2x0.7x
Fri, 30 May 2025RM 83.0bRM 126.3bRM 3.8b11.8x22.1x0.7x
Sun, 27 Apr 2025RM 82.8bRM 125.9bRM 4.0b12.4x20.5x0.7x
Tue, 25 Mar 2025RM 80.1bRM 125.6bRM 4.1b13.5x19.7x0.6x
Thu, 20 Feb 2025RM 92.4bRM 125.4bRM 4.9b13.2x18.8x0.7x
Sat, 18 Jan 2025RM 91.0bRM 125.0bRM 4.9b12.9x18.7x0.7x
Mon, 16 Dec 2024RM 92.5bRM 125.0bRM 4.8b13.1x19.1x0.7x
Wed, 13 Nov 2024RM 96.9bRM 127.0bRM 5.6b12.4x17.2x0.8x
Fri, 11 Oct 2024RM 101.0bRM 126.9bRM 5.6b13.1x18x0.8x
Sun, 08 Sep 2024RM 100.1bRM 127.0bRM 5.6b13.1x18x0.8x
Tue, 06 Aug 2024RM 97.7bRM 126.0bRM 5.9b13.9x16.7x0.8x
Thu, 04 Jul 2024RM 104.2bRM 125.9bRM 5.9b14.6x17.7x0.8x
Sat, 01 Jun 2024RM 103.8bRM 123.4bRM 5.2b14.9x19.9x0.8x
Mon, 29 Apr 2024RM 97.5bRM 122.8bRM 4.9b14x20x0.8x
Wed, 27 Mar 2024RM 97.3bRM 122.6bRM 4.9b13x20x0.8x
Fri, 23 Feb 2024RM 99.9bRM 121.2bRM 4.1b13.7x24.6x0.8x
Sun, 21 Jan 2024RM 101.6bRM 140.6bRM 4.8b13.5x21x0.7x
Tue, 19 Dec 2023RM 101.3bRM 140.7bRM 4.8b13.4x20.9x0.7x
Thu, 16 Nov 2023RM 101.2bRM 138.1bRM 4.1b12.1x24.4x0.7x
Sat, 14 Oct 2023RM 99.2bRM 138.2bRM 4.2b12.3x23.9x0.7x
Mon, 11 Sep 2023RM 99.4bRM 137.7bRM 4.1b12.2x24.1x0.7x
Wed, 09 Aug 2023RM 96.6bRM 135.2bRM 3.4b11.6x28.1x0.7x
Fri, 07 Jul 2023RM 95.1bRM 134.8bRM 3.4b10.9x27.8x0.7x
Sun, 04 Jun 2023RM 95.7bRM 134.6bRM 3.5b11.6x27.7x0.7x
Tue, 02 May 2023RM 99.7bRM 130.7bRM 3.5b11x28.6x0.8x
Thu, 30 Mar 2023RM 98.5bRM 130.7bRM 3.5b10.6x28.3x0.8x
Sat, 25 Feb 2023RM 103.4bRM 133.3bRM 3.7b10.6x27.7x0.8x
Mon, 23 Jan 2023RM 108.1bRM 131.2bRM 4.2b10.8x26x0.8x
Wed, 21 Dec 2022RM 104.6bRM 130.8bRM 4.1b11.2x25.6x0.8x
Price to Earnings Ratio

25.6x


Total Market Cap: RM 104.6bTotal Earnings: RM 4.1bTotal Revenue: RM 130.8bTotal Market Cap vs Earnings and Revenue0%0%0%
Malaysian Consumer Discretionary Sector Price to Earnings3Y Average 23.2x202320242025
Current Industry PE
  • Investors are optimistic on the Malaysian Consumer Discretionary industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 27.5x which is higher than its 3-year average PE of 23.2x.
  • The industry is trading close to its 3-year average PS ratio of 0.74x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have declined 2.4% per year over the last three years.
  • Meanwhile revenues for these companies have grown 7.9% per year.
  • This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.

Industry Trends

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

MY Market0.86%
Consumer Discretionary-1.43%
Auto1.84%
Auto Components0.93%
Luxury0.63%
Specialty Stores0.28%
Leisure0%0
Online Retail and Ecommerce0%0
Retail Distributors-0.19%
Consumer Durables-0.66%
Consumer Services-2.15%
General Merchandise and Department Stores-2.33%
Hospitality-4.32%
Industry PE
  • Investors are most optimistic about the Hospitality industry which is trading above its 3-year average PE ratio of 4.3x.
    • Analysts are expecting annual earnings growth of 40.9%, which is higher than its past year's earnings growth of 9.7% per year.
Forecasted Growth
  • Analysts are most optimistic on the Auto industry, expecting annual earnings growth of 59% over the next 5 years.
  • This is better than its past earnings decline of 85% per year.
  • In contrast, the Luxury industry is expected to see its earnings grow by 5.2% 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
MRDIY Mr D.I.Y. Group (M) BerhadRM 1.491.4%
+RM 189.4m		-17.7%PE22.9x
FCW FCW Holdings BerhadRM 2.0017.0%
+RM 72.5m		19.8%PE29.4x
ATLAN Atlan Holdings BhdRM 3.158.6%
+RM 63.4m		22.1%PE16.1x
DRBHCOM DRB-HICOM BerhadRM 1.092.8%
+RM 58.0m		9.0%PE150.5x
ORIENT Oriental Holdings BerhadRM 6.800.7%
+RM 31.0m		-4.8%PE13.7x

Latest News

FCW
RM 2.00
FCW Holdings Berhad
7D
17.0%
1Y
19.8%
SENHENG
RM 0.18
Senheng New Retail Berhad
7D
8.8%
1Y
-24.5%

Little Excitement Around Senheng New Retail Berhad's (KLSE:SENHENG) Revenues

Dec 08
Little Excitement Around Senheng New Retail Berhad's (KLSE:SENHENG) Revenues
GENM
RM 2.09
Genting Malaysia Berhad
7D
-5.0%
1Y
-1.4%
BORNOIL
RM 0.005
Borneo Oil Berhad
7D
-50.0%
1Y
-50.0%

Revenues Not Telling The Story For Borneo Oil Berhad (KLSE:BORNOIL) After Shares Rise 100%

Dec 02
Revenues Not Telling The Story For Borneo Oil Berhad (KLSE:BORNOIL) After Shares Rise 100%
GENTING
RM 3.06
Genting Berhad
7D
-5.8%
1Y
-15.5%
DRBHCOM
RM 1.09
DRB-HICOM Berhad
7D
2.8%
1Y
9.0%
KOPI
RM 1.24
Oriental Kopi Holdings Berhad
7D
-3.9%
1Y
n/a

Oriental Kopi Holdings Berhad Just Beat Revenue Estimates By 8.4%

Nov 28
Oriental Kopi Holdings Berhad Just Beat Revenue Estimates By 8.4%
MRDIY
RM 1.49
Mr D.I.Y. Group (M) Berhad
7D
1.4%
1Y
-17.7%
LSH
RM 1.93
Lim Seong Hai Capital Berhad
7D
-3.0%
1Y
n/a
PETDAG
RM 19.30
PETRONAS Dagangan Berhad
7D
-0.5%
1Y
-6.5%
MBMR
RM 5.19
MBM Resources Berhad
7D
-2.8%
1Y
-19.5%
ATLAN
RM 3.15
Atlan Holdings Bhd
7D
8.6%
1Y
22.1%

Fewer Investors Than Expected Jumping On Atlan Holdings Bhd (KLSE:ATLAN)

Nov 27
Fewer Investors Than Expected Jumping On Atlan Holdings Bhd (KLSE:ATLAN)
SPTOTO
RM 1.36
Sports Toto Berhad
7D
1.5%
1Y
-8.1%
POHKONG
RM 1.12
Poh Kong Holdings Berhad
7D
4.7%
1Y
14.9%
MAGNUM
RM 1.28
Magnum Berhad
7D
-3.0%
1Y
5.8%

Magnum Berhad (KLSE:MAGNUM) Is Paying Out A Dividend Of MYR0.02

Nov 23
Magnum Berhad (KLSE:MAGNUM) Is Paying Out A Dividend Of MYR0.02
ORIENT
RM 6.80
Oriental Holdings Berhad
7D
0.7%
1Y
-4.8%