Analysis Article • Jun 05
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Malaysian (KLSE) Specialty Stores Industry Analysis
UpdatedJun 26, 2026
DataAggregated Company Financials
Companies25
- 7D-1.3%
- 3M-6.9%
- 1Y-5.7%
- YTD-2.7%
Over the last 7 days, the Specialty Stores industry has dropped 1.3%, driven by declines in Mr D.I.Y. Group (M) Berhad and PETRONAS Dagangan Berhad of 1.8% and 1.3%, respectively. In contrast, Lim Seong Hai Capital Berhad has gained 6.9%. Overall the industry is down 5.7% in 12 months. Looking forward, earnings are forecast to grow by 6.4% annually.
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 |
|---|---|---|---|---|---|---|
| Fri, 26 Jun 2026 | RM 46.3b | RM 62.7b | RM 2.5b | 20.3x | 18.4x | 0.7x |
| Sun, 24 May 2026 | RM 45.5b | RM 60.4b | RM 2.5b | 17.4x | 18.1x | 0.8x |
| Tue, 21 Apr 2026 | RM 47.8b | RM 60.7b | RM 2.6b | 16.9x | 18.5x | 0.8x |
| Thu, 19 Mar 2026 | RM 50.3b | RM 60.7b | RM 2.6b | 17.2x | 19.5x | 0.8x |
| Sat, 14 Feb 2026 | RM 51.2b | RM 58.6b | RM 2.6b | 21x | 19.7x | 0.9x |
| Mon, 12 Jan 2026 | RM 47.6b | RM 58.4b | RM 2.6b | 17.5x | 18.2x | 0.8x |
| Wed, 10 Dec 2025 | RM 45.6b | RM 58.5b | RM 2.6b | 17x | 17.3x | 0.8x |
| Fri, 07 Nov 2025 | RM 50.0b | RM 58.1b | RM 2.6b | 19.6x | 19.3x | 0.9x |
| Sun, 05 Oct 2025 | RM 28.5b | RM 21.2b | RM 1.4b | 16.7x | 19.7x | 1.3x |
| Tue, 02 Sep 2025 | RM 25.5b | RM 21.6b | RM 1.5b | 14.6x | 16.9x | 1.2x |
| Thu, 31 Jul 2025 | RM 26.7b | RM 21.5b | RM 1.7b | 11.3x | 16.2x | 1.2x |
| Sat, 28 Jun 2025 | RM 27.4b | RM 21.7b | RM 1.7b | 11.8x | 16.4x | 1.3x |
| Mon, 26 May 2025 | RM 27.6b | RM 21.7b | RM 1.9b | 11.7x | 14.5x | 1.3x |
| Wed, 23 Apr 2025 | RM 27.6b | RM 21.6b | RM 1.9b | 12.2x | 14.8x | 1.3x |
| Fri, 21 Mar 2025 | RM 24.5b | RM 21.2b | RM 1.8b | 14.2x | 13.7x | 1.2x |
| Sun, 16 Feb 2025 | RM 26.8b | RM 21.4b | RM 1.7b | 12.6x | 16x | 1.3x |
| Tue, 14 Jan 2025 | RM 29.2b | RM 21.4b | RM 1.6b | 12.6x | 17.7x | 1.4x |
| Thu, 12 Dec 2024 | RM 30.7b | RM 21.8b | RM 1.7b | 15.1x | 18.1x | 1.4x |
| Sat, 09 Nov 2024 | RM 30.3b | RM 17.3b | RM 1.4b | 15.6x | 21.1x | 1.8x |
| Mon, 07 Oct 2024 | RM 29.4b | RM 17.2b | RM 1.4b | 16x | 20.5x | 1.7x |
| Wed, 04 Sep 2024 | RM 29.9b | RM 17.5b | RM 1.5b | 15.1x | 20.4x | 1.7x |
| Fri, 02 Aug 2024 | RM 29.7b | RM 17.0b | RM 1.4b | 15.4x | 20.7x | 1.7x |
| Sun, 30 Jun 2024 | RM 28.5b | RM 17.0b | RM 1.4b | 15.4x | 19.9x | 1.7x |
| Tue, 28 May 2024 | RM 27.7b | RM 17.0b | RM 1.5b | 14.2x | 18.9x | 1.6x |
| Thu, 25 Apr 2024 | RM 24.8b | RM 17.2b | RM 1.5b | 11.7x | 16.7x | 1.4x |
| Sat, 23 Mar 2024 | RM 24.3b | RM 17.1b | RM 1.5b | 10.6x | 16.4x | 1.4x |
| Mon, 19 Feb 2024 | RM 24.7b | RM 17.2b | RM 1.5b | 11.1x | 16.3x | 1.4x |
| Wed, 17 Jan 2024 | RM 24.4b | RM 18.4b | RM 1.5b | 12.1x | 15.8x | 1.3x |
| Fri, 15 Dec 2023 | RM 24.6b | RM 18.4b | RM 1.5b | 11.9x | 16x | 1.3x |
| Sun, 12 Nov 2023 | RM 25.6b | RM 18.0b | RM 1.5b | 11.4x | 17.1x | 1.4x |
| Tue, 10 Oct 2023 | RM 25.4b | RM 17.8b | RM 1.5b | 11.7x | 17.2x | 1.4x |
| Thu, 07 Sep 2023 | RM 24.9b | RM 17.4b | RM 1.4b | 11.7x | 17.4x | 1.4x |
| Sat, 05 Aug 2023 | RM 23.7b | RM 17.6b | RM 1.5b | 11.2x | 16.1x | 1.3x |
| Mon, 03 Jul 2023 | RM 24.9b | RM 17.2b | RM 1.4b | 10.7x | 17.3x | 1.5x |
Price to Earnings Ratio
17.3x
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 0.74x.
Past Earnings Growth
- The earnings for companies in the Specialty Retail industry have grown 21% per year over the last three years.
- Revenues for these companies have grown 54% 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 | -1.81% | |
| Consumer Discretionary | -1.82% | |
| Specialty Stores | -1.32% | |
| Specialty Stores | -0.93% | |
| Home Furnishing Retail | -1.00% | |
| Home Improvement Retail | -1.08% | |
| Automotive Retail | -1.24% | |
| Apparel Retail | -2.61% | |
| Computer and Electronics Retail | -23.33% | |
Industry PE
- Investors are most optimistic about the Computer and Electronics Retail industry which is trading above its 3-year average PE ratio of 25.8x.
- 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 12.3x.
Forecasted Growth
- Analysts are most optimistic on the Home Furnishing Retail industry, expecting annual earnings growth of 28% over the next 5 years.
- This is roughly in line with its past earnings growth rate.
- In contrast, the Automotive Retail industry is expected to see its earnings grow by 3.0% 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 | |
|---|---|---|---|---|---|
| LSH Lim Seong Hai Capital Berhad | RM 1.76 | 1.7% +RM 25.2m | 124.2% | PE14x | |
| MSTGOLF MST Golf Group Berhad | RM 0.15 | 11.1% +RM 12.3m | -25.0% | PS0.4x | |
| PADINI Padini Holdings Berhad | RM 1.44 | 0.7% +RM 9.9m | -31.4% | PE11x | |
| KHJB Kim Hin Joo (Malaysia) Berhad | RM 0.11 | 10.0% +RM 3.8m | -18.5% | PS0.6x |