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Malaysian (KLSE) Consumer Staples Sector Analysis
UpdatedFeb 21, 2025
DataAggregated Company Financials
Companies113
- 7D-2.1%
- 3M-4.4%
- 1Y-3.8%
- YTD-5.3%
The Consumer Staples is pretty flat in the last 7 days, but Heineken Malaysia Berhad has stood out, gaining 3.1%. Furthermore, the industry has been flat for the past year as well. Earnings are forecast to grow by 8.9% annually.
Sector Valuation and Performance
Has the Malaysian Consumer Staples Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 21 Feb 2025 | RM 261.3b | RM 200.6b | RM 14.5b | 12.9x | 18x | 1.3x |
| Sun, 19 Jan 2025 | RM 263.8b | RM 199.0b | RM 14.4b | 13.1x | 18.3x | 1.3x |
| Tue, 17 Dec 2024 | RM 274.9b | RM 199.0b | RM 14.4b | 13.9x | 19.1x | 1.4x |
| Thu, 14 Nov 2024 | RM 278.2b | RM 194.8b | RM 14.5b | 15.7x | 19.2x | 1.4x |
| Sat, 12 Oct 2024 | RM 271.1b | RM 194.9b | RM 14.5b | 14.3x | 18.8x | 1.4x |
| Mon, 09 Sep 2024 | RM 262.8b | RM 194.7b | RM 14.4b | 14.1x | 18.2x | 1.3x |
| Wed, 07 Aug 2024 | RM 246.4b | RM 181.9b | RM 13.0b | 14.8x | 19x | 1.4x |
| Fri, 05 Jul 2024 | RM 249.4b | RM 180.9b | RM 12.8b | 14.9x | 19.5x | 1.4x |
| Sun, 02 Jun 2024 | RM 252.1b | RM 179.9b | RM 12.5b | 15.8x | 20.2x | 1.4x |
| Tue, 30 Apr 2024 | RM 257.2b | RM 179.7b | RM 12.0b | 15.3x | 21.5x | 1.4x |
| Thu, 28 Mar 2024 | RM 247.5b | RM 180.4b | RM 11.9b | 15.1x | 20.9x | 1.4x |
| Sat, 24 Feb 2024 | RM 245.7b | RM 182.5b | RM 12.1b | 15.1x | 20.3x | 1.3x |
| Mon, 22 Jan 2024 | RM 246.1b | RM 183.7b | RM 12.7b | 14.3x | 19.4x | 1.3x |
| Wed, 20 Dec 2023 | RM 243.0b | RM 183.9b | RM 12.7b | 14x | 19.1x | 1.3x |
| Fri, 17 Nov 2023 | RM 244.2b | RM 188.2b | RM 12.6b | 14.8x | 19.3x | 1.3x |
| Sun, 15 Oct 2023 | RM 240.1b | RM 188.0b | RM 12.6b | 14.2x | 19.1x | 1.3x |
| Tue, 12 Sep 2023 | RM 242.4b | RM 188.4b | RM 12.6b | 14.1x | 19.2x | 1.3x |
| Thu, 10 Aug 2023 | RM 250.3b | RM 198.6b | RM 15.5b | 13.5x | 16.1x | 1.3x |
| Sat, 08 Jul 2023 | RM 240.4b | RM 198.4b | RM 15.6b | 12.6x | 15.4x | 1.2x |
| Mon, 05 Jun 2023 | RM 238.9b | RM 201.7b | RM 15.6b | 13x | 15.3x | 1.2x |
| Wed, 03 May 2023 | RM 244.0b | RM 202.8b | RM 18.0b | 12.1x | 13.5x | 1.2x |
| Fri, 31 Mar 2023 | RM 243.9b | RM 204.5b | RM 18.0b | 12x | 13.5x | 1.2x |
| Sun, 26 Feb 2023 | RM 243.9b | RM 200.3b | RM 18.2b | 12.4x | 13.4x | 1.2x |
| Tue, 24 Jan 2023 | RM 245.4b | RM 198.6b | RM 18.6b | 12.4x | 13.2x | 1.2x |
| Thu, 22 Dec 2022 | RM 238.1b | RM 196.0b | RM 18.2b | 12x | 13.1x | 1.2x |
| Sat, 19 Nov 2022 | RM 235.1b | RM 190.1b | RM 18.4b | 12.1x | 12.8x | 1.2x |
| Mon, 17 Oct 2022 | RM 224.0b | RM 188.7b | RM 18.3b | 11.1x | 12.3x | 1.2x |
| Wed, 14 Sep 2022 | RM 236.1b | RM 187.9b | RM 18.2b | 11.6x | 13x | 1.3x |
| Fri, 12 Aug 2022 | RM 239.7b | RM 176.3b | RM 17.0b | 13x | 14.1x | 1.4x |
| Sun, 10 Jul 2022 | RM 228.4b | RM 175.6b | RM 16.9b | 12.3x | 13.5x | 1.3x |
| Tue, 07 Jun 2022 | RM 250.6b | RM 175.0b | RM 16.8b | 13.9x | 14.9x | 1.4x |
| Thu, 05 May 2022 | RM 268.3b | RM 165.2b | RM 15.5b | 16.4x | 17.3x | 1.6x |
| Sat, 02 Apr 2022 | RM 252.7b | RM 164.7b | RM 15.5b | 16.4x | 16.3x | 1.5x |
| Mon, 28 Feb 2022 | RM 255.8b | RM 163.6b | RM 15.0b | 16.2x | 17.1x | 1.6x |
Price to Earnings Ratio
17.1x
Current Industry PE
- Investors are relatively neutral on the Malaysian Consumer Staples 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 16.9x.
- The industry is trading close to its 3-year average PS ratio of 1.3x.
Past Earnings Growth
- The earnings for companies in the Consumer Staples industry have remained mostly flat over the last three years.
- Meanwhile revenues for these companies have grown 7.0% 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 and as a result, profits have held steady.
Industry Trends
Which industries have driven the changes within the Malaysian Consumer Staples sector?
| MY Market | -2.08% | |
| Consumer Staples | -2.12% | |
| Beverage | -1.46% | |
| Personal Products | -1.77% | |
| Food | -1.90% | |
| Tobacco | -3.42% | |
| Household Products | -4.20% | |
| Food and Staples Retail | -4.60% | |
Industry PE
- Investors are most optimistic about the Food and Staples Retail industry which is trading above its 3-year average PE ratio of 28.3x.
- Analysts are expecting annual earnings growth of 18.2%, which is higher than its past year's earnings growth of 5.1% per year.
Forecasted Growth
- Analysts are most optimistic on the Personal Products industry, expecting annual earnings growth of 23% over the next 5 years.
- This is roughly in line with its past earnings growth rate.
- In contrast, the Tobacco industry is expected to see its earnings decline by 4.0% 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 | |
|---|---|---|---|---|---|
| KLK Kuala Lumpur Kepong Berhad | RM 21.00 | 2.9% +RM 657.9m | -6.6% | PE39x | |
| UTDPLT United Plantations Berhad | RM 31.84 | 1.1% +RM 149.3m | 53.1% | PE18x | |
| F&N Fraser & Neave Holdings Bhd | RM 26.46 | 0.9% +RM 88.0m | -10.1% | PE17.9x | |
| SDG SD Guthrie Berhad | RM 4.87 | 0.2% +RM 69.2m | 9.9% | PE21.2x | |
| GCB Guan Chong Berhad | RM 4.21 | 1.2% +RM 58.7m | 158.3% | PE21.4x |
