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Taiwanese (TAIEX) Consumer Discretionary Sector Analysis

UpdatedMay 19, 2024
DataAggregated Company Financials
Companies328
  • 7D1.5%
  • 3M7.3%
  • 1Y4.2%
  • YTD4.5%

In the last week, the Consumer Discretionary industry is up 1.5%, with Cheng Shin Rubber Ind up 6.8%. In the same time, Far Eastern Department Stores was down 9.2%. In the last 12 months, the industry was up 4.2%. Looking forward, earnings are forecast to grow by 16% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 19 May 2024NT$3.8tNT$2.7tNT$177.3b21.8x21.2x1.4x
Tue, 16 Apr 2024NT$3.6tNT$2.7tNT$159.5b22x22.9x1.3x
Thu, 14 Mar 2024NT$3.6tNT$2.7tNT$128.3b20.7x27.7x1.3x
Sat, 10 Feb 2024NT$3.4tNT$2.7tNT$124.4b20.7x27.5x1.3x
Mon, 08 Jan 2024NT$3.5tNT$2.7tNT$124.7b21.2x28.2x1.3x
Wed, 06 Dec 2023NT$3.6tNT$2.7tNT$124.7b20.8x28.5x1.3x
Fri, 03 Nov 2023NT$3.3tNT$2.7tNT$114.5b18.3x28.6x1.2x
Sun, 01 Oct 2023NT$3.3tNT$2.7tNT$115.6b19.1x28.6x1.2x
Tue, 29 Aug 2023NT$3.3tNT$2.7tNT$116.9b18.6x27.9x1.2x
Thu, 27 Jul 2023NT$3.5tNT$2.9tNT$100.7b18.5x34.7x1.2x
Sat, 24 Jun 2023NT$3.6tNT$2.9tNT$103.8b20.3x35x1.2x
Mon, 22 May 2023NT$3.5tNT$2.9tNT$115.3b17.8x30.2x1.2x
Wed, 19 Apr 2023NT$3.4tNT$2.9tNT$119.5b16.6x28.2x1.2x
Fri, 17 Mar 2023NT$3.1tNT$2.9tNT$154.0b15.1x20.4x1.1x
Sun, 12 Feb 2023NT$3.2tNT$2.9tNT$155.9b14.8x20.4x1.1x
Tue, 10 Jan 2023NT$3.1tNT$2.9tNT$155.9b14.4x20x1.1x
Thu, 08 Dec 2022NT$3.1tNT$2.9tNT$156.0b14.4x19.8x1.1x
Sat, 05 Nov 2022NT$2.8tNT$2.8tNT$150.2b14.9x18.7x1x
Mon, 03 Oct 2022NT$2.8tNT$2.8tNT$149.6b15.6x18.8x1x
Wed, 31 Aug 2022NT$3.0tNT$2.8tNT$149.4b16.5x20.2x1.1x
Fri, 29 Jul 2022NT$2.9tNT$2.7tNT$155.1b15.7x18.9x1.1x
Sun, 26 Jun 2022NT$3.0tNT$2.7tNT$155.0b15.9x19.5x1.1x
Tue, 24 May 2022NT$2.9tNT$2.7tNT$155.0b15.3x18.8x1.1x
Thu, 21 Apr 2022NT$3.1tNT$2.7tNT$164.7b16.7x18.8x1.2x
Sat, 19 Mar 2022NT$3.1tNT$2.7tNT$167.8b16.7x18.3x1.1x
Mon, 14 Feb 2022NT$3.3tNT$2.7tNT$168.7b17x19.7x1.3x
Wed, 12 Jan 2022NT$3.4tNT$2.7tNT$168.7b16.9x20.2x1.3x
Fri, 10 Dec 2021NT$3.5tNT$2.7tNT$168.7b17.4x20.5x1.3x
Sun, 07 Nov 2021NT$3.4tNT$2.7tNT$179.6b15.5x18.9x1.3x
Tue, 05 Oct 2021NT$3.2tNT$2.7tNT$179.3b15.2x18.1x1.2x
Thu, 02 Sep 2021NT$3.3tNT$2.7tNT$179.3b15.9x18.6x1.2x
Sat, 31 Jul 2021NT$3.5tNT$2.7tNT$179.3b16.7x19.6x1.3x
Price to Earnings Ratio

19.9x


Total Market Cap: NT$3.4tTotal Earnings: NT$169.6bTotal Revenue: NT$2.6tTotal Market Cap vs Earnings and Revenue0%0%0%
Taiwanese Consumer Discretionary Sector Price to Earnings3Y Average 23.1x202220232024
Current Industry PE
  • Investors are relatively neutral on the Taiwanese 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 23.1x.
  • The 3-year average PS ratio of 1.2x is lower than the industry's current PS ratio of 1.4x.
Past Earnings Growth
  • Both revenue and earnings for companies in the Consumer Discretionary industry have remained mostly flat over the last three years.
  • This means that sales and the cost of doing business have remained relatively consistent over this period and subsequently, so have profits.

Industry Trends

Which industries have driven the changes within the Taiwanese Consumer Discretionary sector?

TW Market2.50%
Consumer Discretionary1.52%
Consumer Durables3.63%
Auto Components3.59%
Leisure1.65%
Specialty Stores1.51%
Luxury0.99%
Hospitality0.67%
Online Retail and Ecommerce0%
Retail Distributors-0.21%
General Merchandise and Department Stores-0.64%
Auto-0.69%
Consumer Services-0.96%
Industry PE
  • Investors are most optimistic about the General Merchandise and Department Stores industry which is trading above its 3-year average PE ratio of 30.0x.
    • Analysts are expecting annual earnings growth of 9.3%, which is lower than the prior year's growth of 52.5% per year.
  • Investors are most pessimistic about the Specialty Stores industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average.
Forecasted Growth
  • Analysts are most optimistic on the Leisure industry, expecting annual earnings growth of 20% over the next 5 years.
  • This is better than its past earnings decline of 44% per year.
  • In contrast, the General Merchandise and Department Stores industry is expected to see its earnings grow by 9.3% 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
2105 Cheng Shin Rubber IndNT$53.406.8%
+NT$11.0b		33.0%PE22.1x
2915 Ruentex IndustriesNT$70.7011.7%
+NT$7.9b		26.0%PE6.4x
2207 Hotai MotorLtdNT$624.002.0%
+NT$6.7b		-25.1%PE14.7x
2374 Ability EnterpriseNT$57.6036.2%
+NT$4.4b		188.0%PE33.5x
8464 Nien Made EnterpriseNT$354.504.1%
+NT$4.1b		2.3%PE17.9x
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5904

NT$493.00

POYA International

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-2.2%

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-9.8%