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Taiwanese (TAIEX) Consumer Discretionary Sector Analysis

UpdatedDec 21, 2025
DataAggregated Company Financials
Companies349
  • 7D-0.6%
  • 3M-4.3%
  • 1Y-14.7%
  • YTD-15.7%

Over the last 7 days, the Consumer Discretionary industry has remained flat, although notably Yulon Motor gained 15%. Unfortunately though, the industry is down 15% over the past 12 months. Looking forward, earnings are forecast to grow by 18% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 21 Dec 2025NT$3.1tNT$2.9tNT$144.5b18x21.3x1.1x
Tue, 18 Nov 2025NT$3.1tNT$2.9tNT$146.6b17.6x21.3x1.1x
Thu, 16 Oct 2025NT$3.1tNT$2.9tNT$150.7b18.4x20.7x1.1x
Sat, 13 Sep 2025NT$3.2tNT$2.9tNT$150.7b19x21.2x1.1x
Mon, 11 Aug 2025NT$3.2tNT$3.0tNT$180.5b17.1x17.6x1.1x
Wed, 09 Jul 2025NT$3.2tNT$3.0tNT$187.4b16.5x16.8x1.1x
Fri, 06 Jun 2025NT$3.3tNT$3.0tNT$187.6b16.8x17.4x1.1x
Sun, 04 May 2025NT$3.4tNT$2.9tNT$198.0b16.7x16.9x1.1x
Tue, 01 Apr 2025NT$3.5tNT$2.9tNT$197.6b17.6x17.7x1.2x
Thu, 27 Feb 2025NT$3.8tNT$2.9tNT$186.7b19.7x20.4x1.3x
Sat, 25 Jan 2025NT$3.6tNT$2.9tNT$186.1b18.7x19.6x1.3x
Mon, 23 Dec 2024NT$3.5tNT$2.9tNT$185.6b18.4x19.1x1.2x
Wed, 20 Nov 2024NT$3.7tNT$2.9tNT$185.6b18.8x19.9x1.3x
Fri, 18 Oct 2024NT$3.8tNT$2.8tNT$187.6b19.3x20.1x1.3x
Sun, 15 Sep 2024NT$3.7tNT$2.8tNT$187.6b18.5x19.9x1.3x
Tue, 13 Aug 2024NT$3.7tNT$2.8tNT$185.0b19.5x19.7x1.3x
Thu, 11 Jul 2024NT$3.8tNT$2.8tNT$184.0b20.3x20.8x1.4x
Sat, 08 Jun 2024NT$3.8tNT$2.7tNT$181.6b20.7x21x1.4x
Mon, 06 May 2024NT$3.7tNT$2.7tNT$161.2b21.8x23x1.4x
Wed, 03 Apr 2024NT$3.6tNT$2.7tNT$153.9b21.7x23.5x1.3x
Fri, 01 Mar 2024NT$3.5tNT$2.7tNT$124.9b20.7x28.4x1.3x
Sun, 28 Jan 2024NT$3.4tNT$2.7tNT$124.2b20.8x27.7x1.3x
Tue, 26 Dec 2023NT$3.5tNT$2.7tNT$124.6b20.6x28.3x1.3x
Thu, 23 Nov 2023NT$3.5tNT$2.7tNT$127.5b20.4x27.7x1.3x
Sat, 21 Oct 2023NT$3.2tNT$2.7tNT$115.6b18.3x28x1.2x
Mon, 18 Sep 2023NT$3.4tNT$2.7tNT$115.6b19.1x29.3x1.2x
Wed, 16 Aug 2023NT$3.3tNT$2.7tNT$105.2b19.4x31.5x1.2x
Fri, 14 Jul 2023NT$3.5tNT$2.9tNT$100.9b19.3x35x1.2x
Sun, 11 Jun 2023NT$3.6tNT$2.9tNT$101.8b19.9x35.4x1.2x
Tue, 09 May 2023NT$3.4tNT$2.9tNT$117.9b17.1x28.4x1.2x
Thu, 06 Apr 2023NT$3.3tNT$2.9tNT$124.4b16x26.5x1.1x
Sat, 04 Mar 2023NT$3.3tNT$2.9tNT$156.6b16x21x1.1x
Mon, 30 Jan 2023NT$3.1tNT$2.9tNT$155.9b14.3x20.2x1.1x
Wed, 28 Dec 2022NT$3.1tNT$2.9tNT$155.9b14.3x19.6x1.1x
Price to Earnings Ratio

19.6x


Total Market Cap: NT$3.1tTotal Earnings: NT$155.9bTotal Revenue: NT$2.9tTotal Market Cap vs Earnings and Revenue0%0%0%
Taiwanese Consumer Discretionary Sector Price to Earnings3Y Average 23.2x202320242025
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 23.2x.
  • The 3-year average PS ratio of 1.2x is higher than the industry's current PS ratio of 1.1x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have declined 2.5% per year over the last three years.
  • Meanwhile revenues have remained mostly flat.
  • This means that although sales have remained flat, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.

Industry Trends

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

TW Market-1.67%
Consumer Discretionary-0.62%
Auto2.85%
Retail Distributors1.43%
Consumer Services0.20%
Hospitality0.06%
Online Retail and Ecommerce0%0
Auto Components-0.17%
Consumer Durables-0.90%
Luxury-0.91%
General Merchandise and Department Stores-1.27%
Leisure-1.50%
Specialty Stores-1.88%
Industry PE
  • Investors are most optimistic about the Auto industry which is trading above its 3-year average PE ratio of 31.2x.
    • It looks like they are confident that earnings will grow faster in the future than they have historically.
  • Investors are most pessimistic about the Luxury industry, which is trading close to its 3-year average of 18.0x.
Forecasted Growth
  • Analysts are most optimistic on the Leisure industry, expecting annual earnings growth of 33% over the next 5 years.
  • This is better than its past earnings growth rate of 25% per year.
  • In contrast, the General Merchandise and Department Stores industry is expected to see its earnings growth to stay flat over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
2201 Yulon MotorNT$38.3015.2%
+NT$5.4b		-24.5%PE28.9x
1319 Tong Yang IndustryNT$94.705.3%
+NT$2.8b		-16.9%PE14.5x
2258 Foxtron Vehicle TechnologiesNT$39.501.7%
+NT$1.1b		-1.6%PS13.3x
2204 China MotorNT$61.303.0%
+NT$996.5m		-18.3%PE12.1x
2915 Ruentex IndustriesNT$55.601.6%
+NT$961.0m		-22.2%PE6.6x

Latest News

9904
NT$30.75
Pou Chen
7D
-1.6%
1Y
-20.5%
8454
NT$211.00
momo.com
7D
-1.9%
1Y
-35.8%

8454: Future Earnings Multiple Will Contrast With Weakening Revenue And Margin Outlook

Analysts have reduced their price target on momo.com from 295.00 dollars to 180.00 dollars, citing a shift to negative revenue growth expectations and lower projected profit margins, which are partly offset by a higher assumed future price to earnings multiple. What's in the News momo.com has scheduled a board meeting for November 6, 2025, to review and approve its 2025 Q3 financial report (Key Developments).
2201
NT$38.30
Yulon Motor
7D
15.2%
1Y
-24.5%
2258
NT$39.50
Foxtron Vehicle Technologies
7D
1.7%
1Y
-1.6%
2207
NT$581.00
Hotai MotorLtd
7D
-2.4%
1Y
-2.2%
8033
NT$144.50
Thunder Tiger
7D
4.3%
1Y
149.1%
1736
NT$145.50
Johnson Health Tech .Co
7D
-7.9%
1Y
-19.8%
6890
NT$254.00
Lai Yih Footwear
7D
-3.6%
1Y
-34.5%
2915
NT$55.60
Ruentex Industries
7D
1.6%
1Y
-22.2%
6605
NT$143.00
Depo Auto Parts Industrial
7D
2.9%
1Y
-35.1%
2374
NT$76.00
Ability Enterprise
7D
-5.4%
1Y
31.1%
9910
NT$120.00
Feng Tay Enterprises
7D
-2.4%
1Y
-9.1%
2105
NT$30.30
Cheng Shin Rubber Ind
7D
-1.8%
1Y
-38.8%
1319
NT$94.70
Tong Yang Industry
7D
5.3%
1Y
-16.9%
1477
NT$301.50
Makalot Industrial
7D
1.0%
1Y
-3.4%
2204
NT$61.30
China Motor
7D
3.0%
1Y
-18.3%