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Malaysian (KLSE) Consumer Discretionary Sector Analysis

UpdatedMar 12, 2025
DataAggregated Company Financials
Companies127
  • 7D-1.3%
  • 3M-15.0%
  • 1Y-21.1%
  • YTD-17.2%

Over the last 7 days, the Consumer Discretionary industry has dropped 1.3%, driven by Mr D.I.Y. Group (M) Berhad declining 5.7%. Meanwhile, Genting Berhad actually outperformed within the industry, gaining 6.1% in the last week. Overall the industry is down 21% in 12 months. As for the next few years, earnings are expected to grow by 20% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 12 Mar 2025RM 78.7bRM 125.5bRM 4.0b13.1x19.5x0.6x
Fri, 07 Feb 2025RM 92.4bRM 125.3bRM 4.9b13.4x18.8x0.7x
Sun, 05 Jan 2025RM 95.1bRM 125.1bRM 4.8b13.4x19.6x0.8x
Tue, 03 Dec 2024RM 93.0bRM 125.3bRM 4.9b12.8x19x0.7x
Thu, 31 Oct 2024RM 99.2bRM 126.9bRM 5.6b12.6x17.6x0.8x
Sat, 28 Sep 2024RM 100.4bRM 126.7bRM 5.6b12.9x17.8x0.8x
Mon, 26 Aug 2024RM 102.6bRM 126.9bRM 5.8b13.1x17.5x0.8x
Wed, 24 Jul 2024RM 106.1bRM 125.9bRM 5.9b14.3x18.1x0.8x
Fri, 21 Jun 2024RM 104.6bRM 125.9bRM 5.8b14.5x18x0.8x
Sun, 19 May 2024RM 103.9bRM 122.6bRM 4.8b14.9x21.5x0.8x
Tue, 16 Apr 2024RM 96.8bRM 122.8bRM 4.9b13.4x19.8x0.8x
Thu, 14 Mar 2024RM 98.7bRM 122.4bRM 4.9b13.2x20.2x0.8x
Sat, 10 Feb 2024RM 97.2bRM 121.3bRM 4.1b13.7x23.6x0.8x
Mon, 08 Jan 2024RM 103.9bRM 140.6bRM 4.8b13.7x21.5x0.7x
Wed, 06 Dec 2023RM 101.6bRM 140.4bRM 4.8b12.9x21.1x0.7x
Fri, 03 Nov 2023RM 97.4bRM 138.1bRM 4.2b12x23.5x0.7x
Sun, 01 Oct 2023RM 98.6bRM 138.0bRM 4.1b12.4x23.8x0.7x
Tue, 29 Aug 2023RM 99.5bRM 137.5bRM 3.9b12x25.6x0.7x
Thu, 27 Jul 2023RM 97.7bRM 135.2bRM 3.5b11.5x28.3x0.7x
Sat, 24 Jun 2023RM 94.8bRM 134.9bRM 3.5b11.1x26.8x0.7x
Mon, 22 May 2023RM 97.9bRM 130.4bRM 3.1b11x31.1x0.8x
Wed, 19 Apr 2023RM 100.3bRM 130.8bRM 3.5b10.8x28.9x0.8x
Fri, 17 Mar 2023RM 99.9bRM 135.1bRM 3.6b10.5x27.6x0.7x
Sun, 12 Feb 2023RM 108.3bRM 130.8bRM 4.2b11x25.8x0.8x
Tue, 10 Jan 2023RM 107.2bRM 131.2bRM 4.2b10.3x25.8x0.8x
Thu, 08 Dec 2022RM 104.2bRM 130.3bRM 4.0b11.1x25.8x0.8x
Sat, 05 Nov 2022RM 102.9bRM 116.1bRM 1.9b12.5x54.4x0.9x
Mon, 03 Oct 2022RM 101.5bRM 116.0bRM 1.9b12.6x54.4x0.9x
Wed, 31 Aug 2022RM 107.3bRM 114.6bRM 1.7b13.7x62.1x0.9x
Fri, 29 Jul 2022RM 104.8bRM 104.9b-RM 183,463,880.0014.7x-571.1x1x
Sun, 26 Jun 2022RM 102.1bRM 104.7b-RM 202,556,830.0014.4x-504.1x1x
Tue, 24 May 2022RM 110.9bRM 99.1b-RM 1,058,753,657.0017.4x-104.8x1.1x
Thu, 21 Apr 2022RM 111.5bRM 98.9b-RM 1,116,243,978.0017.7x-99.8x1.1x
Sat, 19 Mar 2022RM 107.1bRM 98.9b-RM 1,100,001,819.0017.1x-97.4x1.1x
Price to Earnings Ratio

-97.4x


Total Market Cap: RM 107.1bTotal Earnings: -RM 1,100,001,819.00Total Revenue: RM 98.9bTotal Market Cap vs Earnings and Revenue0%0%0%
Malaysian Consumer Discretionary Sector Price to Earnings3Y Average -85.1x202320242025
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 19.5x which is higher than its 3-year average PE of -85.1x.
  • The industry is trading close to its 3-year average PS ratio of 0.82x.
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 8.3% 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-2.20%
Consumer Discretionary-1.25%
Hospitality0.96%
Retail Distributors0.30%
Leisure0%0
Online Retail and Ecommerce0%0
General Merchandise and Department Stores0%0
Auto Components-0.24%
Luxury-1.11%
Auto-3.16%
Consumer Durables-3.28%
Specialty Stores-3.62%
Consumer Services-3.95%
Industry PE
  • Investors are most optimistic about the Consumer Services industry which is trading above its 3-year average PE ratio of 84.4x.
    • Analysts are expecting annual earnings growth of 11.7%, which is lower than the prior year's growth of 39.8% per year.
Forecasted Growth
  • Analysts are most optimistic on the Auto industry, expecting annual earnings growth of 64% over the next 5 years.
  • This is better than its past earnings decline of 91% per year.
  • In contrast, the Retail Distributors industry is expected to see its earnings decline by 2.2% 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
GENTING Genting BerhadRM 3.286.1%
+RM 731.6m
-34.5%PE14.3x
BJASSET Berjaya Assets BerhadRM 0.293.6%
+RM 25.6m
-9.4%PS2.9x
PECCA Pecca Group BerhadRM 1.492.1%
+RM 21.9m
4.2%PE18.6x
AVI Avillion BerhadRM 0.0433.3%
+RM 11.3m
-20.0%PS0.7x
ECOMATE Ecomate Holdings BerhadRM 1.062.9%
+RM 10.7m
26.9%PE362.5x
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Latest News

MRDIY

RM 1.33

Mr D.I.Y. Group (M) Berhad

7D

-5.7%

1Y

-10.1%

GENM

RM 1.75

Genting Malaysia Berhad

7D

-3.3%

1Y

-39.7%

GENTING

RM 3.28

Genting Berhad

7D

6.1%

1Y

-34.5%

AVI

RM 0.04

Avillion Berhad

7D

33.3%

1Y

-20.0%

DRBHCOM

RM 0.64

DRB-HICOM Berhad

7D

-8.0%

1Y

-52.6%

PECCA

RM 1.49

Pecca Group Berhad

7D

2.1%

1Y

4.2%

BJASSET

RM 0.29

Berjaya Assets Berhad

7D

3.6%

1Y

-9.4%

PERMAJU

RM 0.035

Permaju Industries Berhad

7D

16.7%

1Y

-30.0%

ECOMATE

RM 1.06

Ecomate Holdings Berhad

7D

2.9%

1Y

26.9%

XDL

RM 0.015

XiDeLang Holdings

7D

50.0%

1Y

-40.0%