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Taiwanese (TAIEX) Consumer Discretionary Sector Analysis

UpdatedDec 25, 2024
DataAggregated Company Financials
Companies335
  • 7D-0.5%
  • 3M-7.6%
  • 1Y-3.3%
  • YTD-2.5%

Over the last 7 days, the Consumer Discretionary industry has dropped 2.2%, driven by a pullback from Pou Chen of 6.8%. In contrast, POYA International has gained 5.3%. However, the industry is down 4.0% over the past year. 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
Wed, 25 Dec 2024NT$3.6tNT$2.9tNT$185.6b18.6x19.3x1.3x
Fri, 22 Nov 2024NT$3.7tNT$2.9tNT$185.5b18.7x19.9x1.3x
Sun, 20 Oct 2024NT$3.8tNT$2.8tNT$187.6b19x20.2x1.3x
Tue, 17 Sep 2024NT$3.8tNT$2.8tNT$187.6b18.7x20.1x1.3x
Thu, 15 Aug 2024NT$3.7tNT$2.8tNT$185.2b18.9x20x1.3x
Sat, 13 Jul 2024NT$3.9tNT$2.8tNT$184.0b20.1x21x1.4x
Mon, 10 Jun 2024NT$3.8tNT$2.7tNT$181.4b20.7x21.1x1.4x
Wed, 08 May 2024NT$3.7tNT$2.7tNT$161.7b22x23x1.4x
Fri, 05 Apr 2024NT$3.6tNT$2.7tNT$158.3b21.7x22.7x1.3x
Sun, 03 Mar 2024NT$3.6tNT$2.7tNT$124.9b20.4x28.4x1.3x
Tue, 30 Jan 2024NT$3.5tNT$2.7tNT$124.2b20.9x27.8x1.3x
Thu, 28 Dec 2023NT$3.5tNT$2.7tNT$124.6b21.1x28.5x1.3x
Sat, 25 Nov 2023NT$3.5tNT$2.7tNT$127.4b20.7x27.6x1.3x
Mon, 23 Oct 2023NT$3.2tNT$2.7tNT$115.6b18.3x28x1.2x
Wed, 20 Sep 2023NT$3.4tNT$2.7tNT$115.6b19.3x29.2x1.2x
Fri, 18 Aug 2023NT$3.3tNT$2.7tNT$119.2b19x27.7x1.2x
Sun, 16 Jul 2023NT$3.6tNT$2.9tNT$100.9b19.3x35.2x1.2x
Tue, 13 Jun 2023NT$3.6tNT$2.9tNT$102.9b19.7x34.7x1.2x
Thu, 11 May 2023NT$3.3tNT$2.9tNT$117.7b17.3x28.2x1.1x
Sat, 08 Apr 2023NT$3.3tNT$2.9tNT$123.7b16.4x26.5x1.1x
Mon, 06 Mar 2023NT$3.3tNT$2.9tNT$155.6b16x21.1x1.1x
Wed, 01 Feb 2023NT$3.2tNT$2.9tNT$155.9b14.5x20.5x1.1x
Fri, 30 Dec 2022NT$3.0tNT$2.9tNT$155.9b14.1x19.4x1.1x
Sun, 27 Nov 2022NT$3.0tNT$2.9tNT$155.8b13.9x19.3x1x
Tue, 25 Oct 2022NT$2.7tNT$2.8tNT$149.6b14.8x18.1x1x
Thu, 22 Sep 2022NT$3.0tNT$2.8tNT$149.6b16.1x20.1x1.1x
Sat, 20 Aug 2022NT$3.0tNT$2.8tNT$149.0b16.3x20.2x1.1x
Mon, 18 Jul 2022NT$2.9tNT$2.7tNT$155.1b15.5x18.6x1.1x
Wed, 15 Jun 2022NT$3.0tNT$2.7tNT$155.1b15.9x19.3x1.1x
Fri, 13 May 2022NT$2.9tNT$2.7tNT$158.6b15.7x18.1x1.1x
Sun, 10 Apr 2022NT$3.1tNT$2.7tNT$164.3b16.6x19x1.2x
Tue, 08 Mar 2022NT$3.1tNT$2.7tNT$170.0b16.2x18.3x1.2x
Thu, 03 Feb 2022NT$3.2tNT$2.7tNT$168.7b16.8x19.2x1.2x
Sat, 01 Jan 2022NT$3.5tNT$2.7tNT$168.7b17.5x20.5x1.3x
Price to Earnings Ratio

20.5x


Total Market Cap: NT$3.5tTotal Earnings: NT$168.7bTotal Revenue: NT$2.7tTotal Market Cap vs Earnings and Revenue0%0%0%
Taiwanese Consumer Discretionary Sector Price to Earnings3Y Average 23.2x202220232024
Current Industry PE
  • Investors are pessimistic on the Taiwanese Consumer Discretionary industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 19.1x which is lower than its 3-year average PE of 23.2x.
  • The industry is trading close to its 3-year average PS ratio of 1.2x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have grown 3.2% per year over the last three years.
  • Revenues for these companies have grown 2.5% 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 Taiwanese Consumer Discretionary sector?

TW Market0.46%
Consumer Discretionary-0.47%
General Merchandise and Department Stores1.00%
Auto Components0.95%
Consumer Durables0.76%
Auto0.65%
Retail Distributors0.26%
Online Retail and Ecommerce0%
Specialty Stores-0.12%
Leisure-0.49%
Consumer Services-0.50%
Hospitality-0.56%
Luxury-2.48%
Industry PE
  • Investors are most optimistic about the General Merchandise and Department Stores industry, which is trading close to its 3-year average PE ratio of 32.6x.
    • Analysts are expecting annual earnings growth of 7.9%, which is higher than its past year's earnings growth of 4.5% per year.
  • Investors are most pessimistic about the Luxury industry, which is trading close to its 3-year average of 17.6x.
Forecasted Growth
  • Analysts are most optimistic on the Hospitality industry, expecting annual earnings growth of 22% over the next 5 years.
  • This is better than its past earnings decline of 8.9% per year.
  • In contrast, the General Merchandise and Department Stores industry is expected to see its earnings grow by 7.9% 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$50.702.5%
+NT$4.1b		13.9%PE19.4x
1736 Johnson Health Tech .CoNT$192.007.3%
+NT$3.9b		178.3%PE45.4x
3059 AltekNT$39.7023.9%
+NT$2.1b		6.4%PE34.5x
2374 Ability EnterpriseNT$63.8012.7%
+NT$2.1b		150.7%PE38.7x
8454 momo.comNT$356.002.3%
+NT$2.0b		-25.7%PE25.7x
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