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Malaysian (KLSE) Consumer Discretionary Sector Analysis

UpdatedMar 26, 2026
DataAggregated Company Financials
Companies138
  • 7D-2.1%
  • 3M-3.3%
  • 1Y-0.7%
  • YTD-3.7%

Over the last 7 days, the Consumer Discretionary industry has dropped 2.2%, driven by Genting Berhad declining 8.2%. As for the longer term, the industry's performance has been flat for the past year. Looking forward, 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, 26 Mar 2026RM 102.3bRM 167.3bRM 4.5b13.1x23x0.6x
Sat, 21 Feb 2026RM 110.5bRM 164.6bRM 3.8b14.5x29.1x0.7x
Mon, 19 Jan 2026RM 107.9bRM 164.4bRM 3.7b14.8x28.8x0.7x
Wed, 17 Dec 2025RM 103.8bRM 164.5bRM 3.8b13.1x27.2x0.6x
Fri, 14 Nov 2025RM 112.0bRM 162.1bRM 4.2b14x26.7x0.7x
Sun, 12 Oct 2025RM 87.4bRM 125.5bRM 3.0b14.1x29x0.7x
Tue, 09 Sep 2025RM 83.5bRM 125.8bRM 3.1b13.9x27.1x0.7x
Thu, 07 Aug 2025RM 83.2bRM 125.5bRM 3.1b11.3x26.9x0.7x
Sat, 05 Jul 2025RM 85.6bRM 125.6bRM 3.1b11.8x27.7x0.7x
Mon, 02 Jun 2025RM 82.1bRM 124.9bRM 3.2b11.8x25.5x0.7x
Wed, 30 Apr 2025RM 83.2bRM 125.9bRM 4.0b12x20.7x0.7x
Fri, 28 Mar 2025RM 81.2bRM 125.8bRM 4.0b13x20.3x0.6x
Sun, 23 Feb 2025RM 90.6bRM 125.3bRM 4.8b13.1x18.7x0.7x
Tue, 21 Jan 2025RM 91.2bRM 125.0bRM 4.9b13x18.7x0.7x
Thu, 19 Dec 2024RM 91.9bRM 454.3bRM 120.7b12.7x0.8x0.2x
Sat, 16 Nov 2024RM 94.0bRM 127.1bRM 5.6b12.5x16.7x0.7x
Mon, 14 Oct 2024RM 100.9bRM 126.9bRM 5.6b13.1x18x0.8x
Wed, 11 Sep 2024RM 99.4bRM 127.0bRM 5.7b13.1x17.4x0.8x
Fri, 09 Aug 2024RM 100.9bRM 126.0bRM 5.9b14.1x17.2x0.8x
Sun, 07 Jul 2024RM 104.4bRM 125.9bRM 5.9b14.5x17.8x0.8x
Tue, 04 Jun 2024RM 103.8bRM 123.4bRM 5.2b14.7x19.9x0.8x
Thu, 02 May 2024RM 98.5bRM 122.8bRM 4.9b14.2x20.2x0.8x
Sat, 30 Mar 2024RM 97.0bRM 122.6bRM 4.9b13x19.9x0.8x
Mon, 26 Feb 2024RM 99.5bRM 121.3bRM 4.1b13.9x24.4x0.8x
Wed, 24 Jan 2024RM 102.4bRM 140.6bRM 4.8b13.6x21.2x0.7x
Fri, 22 Dec 2023RM 101.3bRM 140.7bRM 4.8b13.3x20.9x0.7x
Sun, 19 Nov 2023RM 100.9bRM 138.0bRM 4.2b12.2x24.3x0.7x
Tue, 17 Oct 2023RM 99.2bRM 138.2bRM 4.2b12.3x23.9x0.7x
Thu, 14 Sep 2023RM 98.4bRM 138.1bRM 4.2b12.2x23.5x0.7x
Sat, 12 Aug 2023RM 99.3bRM 135.2bRM 3.5b11.5x28.8x0.7x
Mon, 10 Jul 2023RM 94.9bRM 134.8bRM 3.4b10.8x27.8x0.7x
Wed, 07 Jun 2023RM 95.2bRM 134.6bRM 3.5b11.3x27.4x0.7x
Fri, 05 May 2023RM 100.3bRM 130.7bRM 3.2b11.2x31.4x0.8x
Sun, 02 Apr 2023RM 98.3bRM 130.8bRM 3.5b10.8x28.2x0.8x
Price to Earnings Ratio

28.2x


Total Market Cap: RM 98.3bTotal 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 0.73x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have grown 8.5% 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 Market-1.21%
Consumer Discretionary-2.12%
Consumer Services1.33%
Leisure0%0
Online Retail and Ecommerce0%0
Retail Distributors-0.50%
Specialty Stores-1.00%
Consumer Durables-1.45%
Auto Components-2.26%
Luxury-2.42%
General Merchandise and Department Stores-2.78%
Auto-2.94%
Hospitality-4.27%
Industry PE
  • Investors are most optimistic about the Hospitality industry which is trading above its 3-year average PE ratio of 43.3x.
    • Analysts are expecting annual earnings growth of 25.3%, 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
PETDAG PETRONAS Dagangan BerhadRM 21.920.4%
+RM 79.5m
15.4%PE19.8x
FIAMMA Fiamma Holdings BerhadRM 1.158.5%
+RM 47.7m
10.6%PE9.6x
BPROP Berjaya Property BerhadRM 0.271.9%
+RM 24.4m
-14.5%PS0.2x
SIGN Signature International BerhadRM 1.401.4%
+RM 12.9m
6.1%PE10.8x
BJASSET Berjaya Assets BerhadRM 0.291.8%
+RM 12.8m
-1.7%PE53.1x

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