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Malaysian (KLSE) Consumer Discretionary Sector Analysis
UpdatedJan 01, 2026
DataAggregated Company Financials
Companies135
- 7D0.2%
- 3M-5.7%
- 1Y-12.6%
- YTD-11.2%
Over the last 7 days, the Consumer Discretionary industry has remained flat. As for the longer term, the industry has declined 13% in the last year. Earnings are forecast to grow by 21% annually.
Sector Valuation and Performance
Has the Malaysian Consumer Discretionary Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 01 Jan 2026 | RM 105.1b | RM 164.5b | RM 3.8b | 13.5x | 27.7x | 0.6x |
| Sat, 29 Nov 2025 | RM 107.0b | RM 164.3b | RM 3.6b | 12.6x | 29.9x | 0.7x |
| Mon, 27 Oct 2025 | RM 91.5b | RM 125.5b | RM 3.0b | 14.1x | 30.3x | 0.7x |
| Wed, 24 Sep 2025 | RM 86.2b | RM 125.4b | RM 3.0b | 13.9x | 28.5x | 0.7x |
| Fri, 22 Aug 2025 | RM 83.4b | RM 125.5b | RM 3.1b | 11.7x | 26.8x | 0.7x |
| Sun, 20 Jul 2025 | RM 84.4b | RM 125.4b | RM 3.1b | 11.8x | 27.3x | 0.7x |
| Tue, 17 Jun 2025 | RM 82.3b | RM 124.3b | RM 3.0b | 11.8x | 27.1x | 0.7x |
| Thu, 15 May 2025 | RM 85.4b | RM 126.1b | RM 4.1b | 12.7x | 20.8x | 0.7x |
| Sat, 12 Apr 2025 | RM 78.8b | RM 125.8b | RM 4.0b | 12.3x | 19.6x | 0.6x |
| Mon, 10 Mar 2025 | RM 80.1b | RM 125.5b | RM 4.0b | 13.1x | 19.8x | 0.6x |
| Wed, 05 Feb 2025 | RM 92.2b | RM 125.3b | RM 4.9b | 13.3x | 18.7x | 0.7x |
| Fri, 03 Jan 2025 | RM 94.8b | RM 125.1b | RM 4.8b | 13.4x | 19.6x | 0.8x |
| Sun, 01 Dec 2024 | RM 93.0b | RM 125.3b | RM 4.9b | 12.9x | 19x | 0.7x |
| Tue, 29 Oct 2024 | RM 100.0b | RM 126.9b | RM 5.6b | 12.6x | 17.8x | 0.8x |
| Thu, 26 Sep 2024 | RM 101.1b | RM 126.7b | RM 5.6b | 13.7x | 18x | 0.8x |
| Sat, 24 Aug 2024 | RM 102.6b | RM 126.8b | RM 5.8b | 13.1x | 17.6x | 0.8x |
| Mon, 22 Jul 2024 | RM 107.7b | RM 125.9b | RM 5.9b | 14.5x | 18.3x | 0.9x |
| Wed, 19 Jun 2024 | RM 105.6b | RM 125.7b | RM 5.8b | 14.5x | 18.2x | 0.8x |
| Fri, 17 May 2024 | RM 102.9b | RM 122.6b | RM 4.8b | 14.5x | 21.3x | 0.8x |
| Sun, 14 Apr 2024 | RM 98.1b | RM 122.8b | RM 4.9b | 13.7x | 20.1x | 0.8x |
| Tue, 12 Mar 2024 | RM 99.2b | RM 122.4b | RM 4.9b | 13.2x | 20.3x | 0.8x |
| Thu, 08 Feb 2024 | RM 103.0b | RM 139.4b | RM 4.8b | 13.6x | 21.4x | 0.7x |
| Sat, 06 Jan 2024 | RM 103.9b | RM 140.6b | RM 4.8b | 13.7x | 21.5x | 0.7x |
| Mon, 04 Dec 2023 | RM 102.5b | RM 140.4b | RM 4.8b | 12.7x | 21.2x | 0.7x |
| Wed, 01 Nov 2023 | RM 97.1b | RM 138.2b | RM 4.1b | 12.2x | 23.4x | 0.7x |
| Fri, 29 Sep 2023 | RM 98.8b | RM 138.0b | RM 4.1b | 12.3x | 23.8x | 0.7x |
| Sun, 27 Aug 2023 | RM 99.8b | RM 137.5b | RM 3.9b | 12.2x | 25.7x | 0.7x |
| Tue, 25 Jul 2023 | RM 96.8b | RM 135.2b | RM 3.5b | 11.4x | 28x | 0.7x |
| Thu, 22 Jun 2023 | RM 95.4b | RM 134.9b | RM 3.5b | 11.2x | 27x | 0.7x |
| Sat, 20 May 2023 | RM 97.9b | RM 130.3b | RM 3.1b | 11x | 31.1x | 0.8x |
| Mon, 17 Apr 2023 | RM 100.0b | RM 130.8b | RM 3.5b | 10.7x | 28.9x | 0.8x |
| Wed, 15 Mar 2023 | RM 99.5b | RM 135.1b | RM 3.6b | 10.4x | 27.5x | 0.7x |
| Fri, 10 Feb 2023 | RM 108.3b | RM 130.8b | RM 4.2b | 11x | 25.8x | 0.8x |
| Sun, 08 Jan 2023 | RM 106.6b | RM 131.2b | RM 4.2b | 10.3x | 25.6x | 0.8x |
Price to Earnings Ratio
25.6x
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 27.7x 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 3.0% per year over the last three years.
- Meanwhile revenues for these companies have grown 7.8% 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 Market | -0.033% | |
| Consumer Discretionary | 0.15% | |
| General Merchandise and Department Stores | 2.33% | |
| Retail Distributors | 1.08% | |
| Specialty Stores | 0.58% | |
| Auto Components | 0.28% | |
| Hospitality | 0.20% | |
| Leisure | 0% | 0 |
| Online Retail and Ecommerce | 0% | 0 |
| Consumer Durables | -0.96% | |
| Luxury | -1.76% | |
| Consumer Services | -1.87% | |
| Auto | -4.23% | |
Industry PE
- Investors are most optimistic about the Hospitality industry which is trading above its 3-year average PE ratio of 13.2x.
- Analysts are expecting annual earnings growth of 40.6%, 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 58% over the next 5 years.
- This is better than its past earnings decline of 85% per year.
- In contrast, the Consumer Services industry is expected to see its earnings grow by 2.4% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| PETDAG PETRONAS Dagangan Berhad | RM 19.96 | 1.7% +RM 337.8m | 1.8% | PE18.2x | |
| LSH Lim Seong Hai Capital Berhad | RM 2.08 | 11.8% +RM 184.4m | n/a | PE17.3x | |
| KOPI Oriental Kopi Holdings Berhad | RM 1.40 | 3.7% +RM 100.0m | n/a | PE46.1x | |
| OVERSEA Oversea Enterprise Berhad | RM 0.05 | 66.7% +RM 45.4m | -9.1% | PS1.5x | |
| SPTOTO Sports Toto Berhad | RM 1.38 | 2.2% +RM 39.8m | -8.0% | PE8.5x |
