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Malaysian (KLSE) Consumer Discretionary Sector Analysis

UpdatedSep 17, 2025
DataAggregated Company Financials
Companies133
  • 7D-0.3%
  • 3M1.4%
  • 1Y-17.8%
  • YTD-14.1%

Last week, the Consumer Discretionary industry hasn't moved much but Lim Seong Hai Capital Berhad is up 15% in that time. As for the longer term, the industry has declined 18% in the last year. As for the next few years, earnings are expected to grow by 18% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 17 Sep 2025RM 84.1bRM 125.4bRM 3.0b13.5x27.8x0.7x
Fri, 15 Aug 2025RM 83.4bRM 125.3bRM 3.1b11.3x26.7x0.7x
Sun, 13 Jul 2025RM 85.7bRM 176.1bRM 4.6b11.7x18.8x0.5x
Tue, 10 Jun 2025RM 84.1bRM 124.6bRM 3.1b11.9x27.1x0.7x
Thu, 08 May 2025RM 84.8bRM 126.1bRM 4.1b12.3x20.8x0.7x
Sat, 05 Apr 2025RM 79.9bRM 125.8bRM 4.0b12.9x19.8x0.6x
Mon, 03 Mar 2025RM 81.8bRM 125.5bRM 4.1b13.1x20x0.7x
Wed, 29 Jan 2025RM 91.6bRM 125.3bRM 4.9b13.1x18.6x0.7x
Fri, 27 Dec 2024RM 93.9bRM 125.1bRM 4.8b13.3x19.4x0.8x
Sun, 24 Nov 2024RM 93.7bRM 126.6bRM 5.1b12.5x18.4x0.7x
Tue, 22 Oct 2024RM 100.3bRM 126.9bRM 5.6b12.7x17.8x0.8x
Thu, 19 Sep 2024RM 98.2bRM 126.4bRM 5.7b13.3x17.3x0.8x
Sat, 17 Aug 2024RM 103.1bRM 126.1bRM 5.9b13.9x17.6x0.8x
Mon, 15 Jul 2024RM 104.5bRM 125.9bRM 5.9b14.9x17.8x0.8x
Wed, 12 Jun 2024RM 105.2bRM 125.8bRM 5.8b14.2x18.1x0.8x
Fri, 10 May 2024RM 101.2bRM 122.4bRM 4.8b14.2x21x0.8x
Sun, 07 Apr 2024RM 97.9bRM 122.8bRM 4.9b13.2x20x0.8x
Tue, 05 Mar 2024RM 97.6bRM 122.4bRM 4.9b13.1x20x0.8x
Thu, 01 Feb 2024RM 102.2bRM 140.7bRM 4.8b13.6x21.1x0.7x
Sat, 30 Dec 2023RM 101.4bRM 140.7bRM 4.8b13.5x21x0.7x
Mon, 27 Nov 2023RM 102.5bRM 139.5bRM 4.7b12.2x21.6x0.7x
Wed, 25 Oct 2023RM 97.4bRM 138.2bRM 4.2b12x23.5x0.7x
Fri, 22 Sep 2023RM 98.9bRM 138.1bRM 4.2b12.1x23.6x0.7x
Sun, 20 Aug 2023RM 99.3bRM 135.2bRM 3.4b11.9x28.8x0.7x
Tue, 18 Jul 2023RM 96.7bRM 134.8bRM 3.4b11.3x28.3x0.7x
Thu, 15 Jun 2023RM 96.2bRM 134.9bRM 3.5b11.7x27.3x0.7x
Sat, 13 May 2023RM 98.8bRM 130.8bRM 3.2b10.8x30.7x0.8x
Mon, 10 Apr 2023RM 98.6bRM 130.8bRM 3.5b10.7x28.3x0.8x
Wed, 08 Mar 2023RM 103.1bRM 134.3bRM 3.5b10.8x29.1x0.8x
Fri, 03 Feb 2023RM 108.3bRM 130.8bRM 4.2b11.2x25.8x0.8x
Sun, 01 Jan 2023RM 104.7bRM 131.2bRM 4.2b10.6x25.2x0.8x
Tue, 29 Nov 2022RM 103.4bRM 127.0bRM 3.7b11.4x28.2x0.8x
Thu, 27 Oct 2022RM 102.4bRM 116.0bRM 1.8b12.5x56.1x0.9x
Sat, 24 Sep 2022RM 102.9bRM 115.6bRM 1.8b13.2x58.1x0.9x
Price to Earnings Ratio

58.1x


Total Market Cap: RM 102.9bTotal Earnings: RM 1.8bTotal Revenue: RM 115.6bTotal Market Cap vs Earnings and Revenue0%0%0%
Malaysian Consumer Discretionary Sector Price to Earnings3Y Average 24.6x202320242025
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 27.8x which is higher than its 3-year average PE of 24.6x.
  • The industry is trading close to its 3-year average PS ratio of 0.75x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have grown 20% per year over the last three years.
  • Revenues for these companies have grown 2.8% 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 Market0.63%
Consumer Discretionary-0.29%
Auto0.73%
Specialty Stores0.57%
Auto Components0.51%
Luxury0.47%
Consumer Durables0.088%
Leisure0%0
Online Retail and Ecommerce0%0
General Merchandise and Department Stores0%0
Consumer Services-0.30%
Retail Distributors-1.00%
Hospitality-1.11%
Industry PE
  • Investors are most optimistic about the Hospitality industry which is trading above its 3-year average PE ratio.
    • Analysts are expecting annual earnings growth of 22.7%, which is lower than the prior year's growth of 30.2% per year.
Forecasted Growth
  • Analysts are most optimistic on the Auto industry, expecting annual earnings growth of 52% over the next 5 years.
  • This is better than its past earnings decline of 86% per year.
  • In contrast, the Retail Distributors industry is expected to see its earnings grow by 4.3% 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 1.581.9%
+RM 284.2m		-19.8%PE24.9x
LSH Lim Seong Hai Capital BerhadRM 1.4720.5%
+RM 209.6m		n/aPE12.4x
KOPI Oriental Kopi Holdings BerhadRM 1.196.3%
+RM 140.0m		n/aPE55.2x
GENTING Genting BerhadRM 2.941.0%
+RM 115.5m		-28.5%PE37.4x
DRBHCOM DRB-HICOM BerhadRM 1.003.6%
+RM 67.7m		-6.5%PE80.9x

Latest News

FPI
RM 1.45
Formosa Prosonic Industries Berhad
7D
15.1%
1Y
-49.7%
DRBHCOM
RM 1.00
DRB-HICOM Berhad
7D
3.6%
1Y
-6.5%

DRB-HICOM Berhad (KLSE:DRBHCOM) Shares Fly 25% But Investors Aren't Buying For Growth

Sep 15
DRB-HICOM Berhad (KLSE:DRBHCOM) Shares Fly 25% But Investors Aren't Buying For Growth
MBMR
RM 5.11
MBM Resources Berhad
7D
-4.5%
1Y
-10.4%
BAUTO
RM 0.64
Bermaz Auto Berhad
7D
-8.0%
1Y
-72.1%
MYNEWS
RM 0.61
Mynews Holdings Berhad
7D
9.8%
1Y
4.2%
LSH
RM 1.47
Lim Seong Hai Capital Berhad
7D
20.5%
1Y
n/a
FOCUS
RM 0.005
Focus Dynamics Group Berhad
7D
-50.0%
1Y
-66.7%

Not Many Are Piling Into Focus Dynamics Group Berhad (KLSE:FOCUS) Stock Yet As It Plummets 50%

Sep 04
Not Many Are Piling Into Focus Dynamics Group Berhad (KLSE:FOCUS) Stock Yet As It Plummets 50%
GENTING
RM 2.94
Genting Berhad
7D
1.0%
1Y
-28.5%
GENM
RM 2.17
Genting Malaysia Berhad
7D
0.5%
1Y
-8.1%
TCHONG
RM 0.53
Tan Chong Motor Holdings Berhad
7D
-3.7%
1Y
-21.6%
SIGN
RM 1.35
Signature International Berhad
7D
-2.2%
1Y
8.9%
SPTOTO
RM 1.41
Sports Toto Berhad
7D
-0.7%
1Y
-11.3%

The Sports Toto Berhad (KLSE:SPTOTO) Full-Year Results Are Out And Analysts Have Published New Forecasts

Aug 26
The Sports Toto Berhad (KLSE:SPTOTO) Full-Year Results Are Out And Analysts Have Published New Forecasts
PHB
RM 0.005
Pegasus Heights Berhad
7D
-50.0%
1Y
0%
KOPI
RM 1.19
Oriental Kopi Holdings Berhad
7D
6.3%
1Y
n/a
MRDIY
RM 1.58
Mr D.I.Y. Group (M) Berhad
7D
1.9%
1Y
-19.8%

Mr D.I.Y. Group (M) Berhad (KLSE:MRDIY) Is Increasing Its Dividend To MYR0.015

Aug 18
Mr D.I.Y. Group (M) Berhad (KLSE:MRDIY) Is Increasing Its Dividend To MYR0.015
CKI
RM 0.83
CUCKOO International (MAL) Berhad
7D
-1.2%
1Y
n/a