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Malaysian (KLSE) Consumer Discretionary Sector Analysis

UpdatedApr 02, 2026
DataAggregated Company Financials
Companies138
  • 7D-1.0%
  • 3M-4.5%
  • 1Y-1.2%
  • YTD-4.7%

Over the last 7 days, the Consumer Discretionary industry has dropped 1.0%, driven by declines in PETRONAS Dagangan Berhad and Mr D.I.Y. Group (M) Berhad of 3.7% and 5.0%, respectively. In contrast, DRB-HICOM Berhad has gained 6.7%. As for the longer term, the industry's performance has been flat for the past year. 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
Thu, 02 Apr 2026RM 101.3bRM 167.3bRM 4.4b13.1x23.1x0.6x
Sat, 28 Feb 2026RM 109.5bRM 167.4bRM 4.6b14.1x23.6x0.7x
Mon, 26 Jan 2026RM 109.1bRM 164.4bRM 3.7b15.1x29.2x0.7x
Wed, 24 Dec 2025RM 104.8bRM 164.5bRM 3.8b13.7x27.5x0.6x
Fri, 21 Nov 2025RM 110.2bRM 162.1bRM 4.2b13.3x26x0.7x
Sun, 19 Oct 2025RM 91.2bRM 125.5bRM 3.0b14x30.2x0.7x
Tue, 16 Sep 2025RM 84.1bRM 125.4bRM 3.0b13.5x27.8x0.7x
Thu, 14 Aug 2025RM 83.9bRM 125.5bRM 3.1b11.3x27x0.7x
Sat, 12 Jul 2025RM 86.1bRM 125.6bRM 3.1b12.1x27.9x0.7x
Mon, 09 Jun 2025RM 82.6bRM 124.6bRM 3.1b11.9x26.7x0.7x
Wed, 07 May 2025RM 84.3bRM 126.1bRM 4.1b12.3x20.6x0.7x
Fri, 04 Apr 2025RM 80.9bRM 125.8bRM 4.0b13x20.1x0.6x
Sun, 02 Mar 2025RM 82.4bRM 125.7bRM 4.0b13.1x20.5x0.7x
Tue, 28 Jan 2025RM 91.8bRM 125.3bRM 4.9b13.1x18.7x0.7x
Thu, 26 Dec 2024RM 92.2bRM 125.1bRM 4.8b13x19x0.7x
Sat, 23 Nov 2024RM 93.7bRM 126.6bRM 5.1b12.6x18.5x0.7x
Mon, 21 Oct 2024RM 100.9bRM 126.9bRM 5.6b12.7x17.9x0.8x
Wed, 18 Sep 2024RM 98.2bRM 126.4bRM 5.7b13x17.3x0.8x
Fri, 16 Aug 2024RM 102.6bRM 126.1bRM 5.9b13.6x17.5x0.8x
Sun, 14 Jul 2024RM 104.5bRM 125.9bRM 5.9b14.9x17.8x0.8x
Tue, 11 Jun 2024RM 104.9bRM 125.8bRM 5.8b14.3x18x0.8x
Thu, 09 May 2024RM 100.0bRM 122.5bRM 4.8b14.2x20.8x0.8x
Sat, 06 Apr 2024RM 97.9bRM 122.8bRM 4.9b13.2x20x0.8x
Mon, 04 Mar 2024RM 97.3bRM 122.4bRM 4.9b13.2x19.8x0.8x
Wed, 31 Jan 2024RM 103.5bRM 140.6bRM 4.8b13.7x21.4x0.7x
Fri, 29 Dec 2023RM 101.5bRM 140.7bRM 4.8b13.4x20.9x0.7x
Sun, 26 Nov 2023RM 102.5bRM 139.5bRM 4.7b12.2x21.6x0.7x
Tue, 24 Oct 2023RM 97.1bRM 138.2bRM 4.2b12x23.4x0.7x
Thu, 21 Sep 2023RM 98.9bRM 138.1bRM 4.2b12.1x23.6x0.7x
Sat, 19 Aug 2023RM 99.3bRM 135.2bRM 3.5b11.9x28.8x0.7x
Mon, 17 Jul 2023RM 97.4bRM 134.8bRM 3.4b11.3x28.5x0.7x
Wed, 14 Jun 2023RM 96.1bRM 134.9bRM 3.5b11.6x27.3x0.7x
Fri, 12 May 2023RM 98.9bRM 130.7bRM 3.2b10.8x31x0.8x
Sun, 09 Apr 2023RM 98.6bRM 130.8bRM 3.5b10.7x28.3x0.8x
Price to Earnings Ratio

28.3x


Total Market Cap: RM 98.6bTotal Earnings: RM 3.5bTotal Revenue: RM 130.8bTotal Market Cap vs Earnings and Revenue0%0%0%
Malaysian Consumer Discretionary Sector Price to Earnings3Y Average 23.3x202420252026
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 23.3x.
  • 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 7.9% 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 Market0.13%
Consumer Discretionary-1.03%
Auto6.05%
Consumer Durables1.32%
Luxury0.011%
Leisure0%0
Online Retail and Ecommerce0%0
Consumer Services-0.57%
Hospitality-1.05%
Retail Distributors-1.10%
Specialty Stores-1.68%
Auto Components-1.77%
General Merchandise and Department Stores-2.86%
Industry PE
  • Investors are most optimistic about the Hospitality industry which is trading above its 3-year average PE ratio of 44.2x.
    • 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 21% 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 1.126.7%
+RM 135.3m
64.7%PE5.4x
PHB Pegasus Heights BerhadRM 0.01100.0%
+RM 54.1m
0%PS10.3x
EG EG Industries BerhadRM 1.104.8%
+RM 45.5m
10.0%PE10.6x
OVERSEA Oversea Enterprise BerhadRM 0.0525.0%
+RM 22.7m
0%PS1.5x
BAUTO Bermaz Auto BerhadRM 0.901.7%
+RM 17.0m
-14.8%PE13.2x

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