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Malaysian (KLSE) Specialty Stores Industry Analysis
UpdatedMay 23, 2026
DataAggregated Company Financials
Companies26
- 7D-8.3%
- 3M-12.5%
- 1Y-3.5%
- YTD-4.5%
Over the last 7 days, the Specialty Stores industry has dropped 8.3%, driven by PETRONAS Dagangan Berhad declining 12%. On the other hand Lotus Circular Berhad is actually up 27%. Overall the industry is down 3.5% in 12 months. As for the next few years, earnings are expected to grow by 7.0% per annum.
Industry Valuation and Performance
Has the Malaysian Specialty Stores Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 23 May 2026 | RM 45.5b | RM 60.4b | RM 2.5b | 17.4x | 18.1x | 0.8x |
| Mon, 20 Apr 2026 | RM 48.4b | RM 60.7b | RM 2.6b | 16.8x | 18.8x | 0.8x |
| Wed, 18 Mar 2026 | RM 50.3b | RM 60.7b | RM 2.6b | 17.2x | 19.5x | 0.8x |
| Fri, 13 Feb 2026 | RM 51.0b | RM 58.6b | RM 2.6b | 21.2x | 19.6x | 0.9x |
| Sun, 11 Jan 2026 | RM 47.6b | RM 58.4b | RM 2.6b | 17.5x | 18.2x | 0.8x |
| Tue, 09 Dec 2025 | RM 45.7b | RM 58.5b | RM 2.6b | 17.1x | 17.4x | 0.8x |
| Thu, 06 Nov 2025 | RM 27.4b | RM 21.2b | RM 1.4b | 17.3x | 18.9x | 1.3x |
| Sat, 04 Oct 2025 | RM 28.5b | RM 21.2b | RM 1.4b | 16.7x | 19.7x | 1.3x |
| Mon, 01 Sep 2025 | RM 25.5b | RM 21.6b | RM 1.5b | 14.6x | 16.9x | 1.2x |
| Wed, 30 Jul 2025 | RM 26.8b | RM 21.5b | RM 1.7b | 11.4x | 16.2x | 1.2x |
| Fri, 27 Jun 2025 | RM 27.4b | RM 21.7b | RM 1.7b | 11.8x | 16.4x | 1.3x |
| Sun, 25 May 2025 | RM 27.6b | RM 21.7b | RM 1.9b | 11.7x | 14.5x | 1.3x |
| Tue, 22 Apr 2025 | RM 27.7b | RM 21.6b | RM 1.9b | 12x | 14.9x | 1.3x |
| Thu, 20 Mar 2025 | RM 24.4b | RM 21.2b | RM 1.8b | 14x | 13.6x | 1.1x |
| Sat, 15 Feb 2025 | RM 26.8b | RM 21.4b | RM 1.7b | 12.6x | 16x | 1.3x |
| Mon, 13 Jan 2025 | RM 29.8b | RM 21.4b | RM 1.6b | 13.7x | 18.1x | 1.4x |
| Wed, 11 Dec 2024 | RM 30.9b | RM 21.8b | RM 1.7b | 14.8x | 18.2x | 1.4x |
| Fri, 08 Nov 2024 | RM 30.1b | RM 17.3b | RM 1.4b | 15.6x | 21x | 1.7x |
| Sun, 06 Oct 2024 | RM 29.4b | RM 17.2b | RM 1.4b | 16x | 20.5x | 1.7x |
| Tue, 03 Sep 2024 | RM 30.0b | RM 17.5b | RM 1.5b | 15.1x | 20.5x | 1.7x |
| Thu, 01 Aug 2024 | RM 29.8b | RM 17.0b | RM 1.4b | 15.4x | 20.7x | 1.8x |
| Sat, 29 Jun 2024 | RM 28.5b | RM 17.0b | RM 1.4b | 15.4x | 19.9x | 1.7x |
| Mon, 27 May 2024 | RM 27.5b | RM 17.0b | RM 1.5b | 13.8x | 18.8x | 1.6x |
| Wed, 24 Apr 2024 | RM 24.6b | RM 17.2b | RM 1.5b | 11.7x | 16.6x | 1.4x |
| Fri, 22 Mar 2024 | RM 24.2b | RM 17.1b | RM 1.5b | 10.6x | 16.4x | 1.4x |
| Sun, 18 Feb 2024 | RM 24.7b | RM 17.2b | RM 1.5b | 11.1x | 16.3x | 1.4x |
| Tue, 16 Jan 2024 | RM 24.5b | RM 18.4b | RM 1.5b | 12.4x | 15.9x | 1.3x |
| Thu, 14 Dec 2023 | RM 24.6b | RM 18.2b | RM 1.5b | 12x | 16.2x | 1.4x |
| Sat, 11 Nov 2023 | RM 25.6b | RM 18.0b | RM 1.5b | 11.4x | 17.1x | 1.4x |
| Mon, 09 Oct 2023 | RM 25.3b | RM 17.8b | RM 1.5b | 11.6x | 17x | 1.4x |
| Wed, 06 Sep 2023 | RM 24.2b | RM 17.4b | RM 1.4b | 11.6x | 16.9x | 1.4x |
| Fri, 04 Aug 2023 | RM 23.9b | RM 17.6b | RM 1.5b | 11.1x | 16.2x | 1.4x |
| Sun, 02 Jul 2023 | RM 24.9b | RM 17.2b | RM 1.4b | 10.7x | 17.3x | 1.5x |
| Tue, 30 May 2023 | RM 25.0b | RM 16.8b | RM 1.4b | 10.8x | 17.9x | 1.5x |
Price to Earnings Ratio
17.9x
Current Industry PE
- Investors are relatively neutral on the Malaysian Specialty Retail 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 17.7x.
- The 3-year average PS ratio of 1.3x is higher than the industry's current PS ratio of 0.75x.
Past Earnings Growth
- The earnings for companies in the Specialty Retail industry have grown 22% per year over the last three years.
- Revenues for these companies have grown 53% 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 industry?
| MY Market | -1.19% | |
| Consumer Discretionary | -5.16% | |
| Specialty Stores | -8.30% | |
| Apparel Retail | 1.85% | |
| Home Furnishing Retail | 1.34% | |
| Specialty Stores | 0.039% | |
| Computer and Electronics Retail | -2.78% | |
| Home Improvement Retail | -8.55% | |
| Automotive Retail | -9.90% | |
Industry PE
- Investors are most optimistic about the Home Furnishing Retail industry, which is trading close to its 3-year average PE ratio of 31.4x.
- It looks like they are confident that earnings will grow faster in the future than they have historically.
- Investors are most pessimistic about the Apparel Retail industry, which is trading close to its 3-year average of 12.2x.
Forecasted Growth
- Analysts are most optimistic on the Specialty Stores industry, expecting annual earnings growth of 14% over the next 5 years.
- This is better than its past earnings decline of 2.3% per year.
- In contrast, the Automotive Retail industry is expected to see its earnings grow by 4.1% 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 | |
|---|---|---|---|---|---|
| LOTUSCIR Lotus Circular Berhad | RM 0.33 | 26.9% +RM 21.1m | -8.3% | PE28.8x | |
| PADINI Padini Holdings Berhad | RM 1.45 | 1.4% +RM 19.7m | -29.6% | PE10.2x | |
| MYNEWS Mynews Holdings Berhad | RM 0.48 | 2.1% +RM 7.5m | -20.0% | PE20x | |
| MSTGOLF MST Golf Group Berhad | RM 0.17 | 3.0% +RM 4.1m | -17.1% | PS0.5x | |
| TEAMSTR Teamstar Berhad | RM 0.26 | 2.0% +RM 4.0m | n/a | PE13.8x |