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Taiwanese (TAIEX) Consumer Discretionary Sector Analysis

UpdatedDec 04, 2025
DataAggregated Company Financials
Companies349
  • 7D-0.7%
  • 3M-2.1%
  • 1Y-16.8%
  • YTD-13.9%

The Consumer Discretionary industry has been flat over the last week, but Hotai MotorLtd has lost 3.1%. Unfortunately though, the industry is down 17% over the past 12 months. 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
Thu, 04 Dec 2025NT$3.1tNT$2.9tNT$144.5b17.9x21.7x1.1x
Sat, 01 Nov 2025NT$3.1tNT$2.9tNT$150.6b18.1x20.4x1x
Mon, 29 Sep 2025NT$3.2tNT$2.9tNT$150.7b18.8x21.1x1.1x
Wed, 27 Aug 2025NT$3.2tNT$2.9tNT$152.1b18.4x20.9x1.1x
Fri, 25 Jul 2025NT$3.2tNT$3.0tNT$187.4b16.7x17x1.1x
Sun, 22 Jun 2025NT$3.1tNT$3.0tNT$187.6b16.7x16.6x1.1x
Tue, 20 May 2025NT$3.4tNT$3.0tNT$187.8b17.2x18x1.1x
Thu, 17 Apr 2025NT$3.2tNT$2.9tNT$196.6b15.7x16.4x1.1x
Sat, 15 Mar 2025NT$3.7tNT$2.9tNT$192.9b18.9x19.1x1.3x
Mon, 10 Feb 2025NT$3.7tNT$2.9tNT$186.1b19.2x19.9x1.3x
Wed, 08 Jan 2025NT$3.6tNT$2.9tNT$185.6b18.7x19.4x1.3x
Fri, 06 Dec 2024NT$3.7tNT$2.9tNT$185.6b19.1x19.9x1.3x
Sun, 03 Nov 2024NT$3.7tNT$2.8tNT$187.5b19x19.9x1.3x
Tue, 01 Oct 2024NT$3.9tNT$2.8tNT$187.6b19.2x20.7x1.4x
Thu, 29 Aug 2024NT$3.8tNT$2.8tNT$187.5b18.9x20.3x1.4x
Sat, 27 Jul 2024NT$3.8tNT$2.8tNT$183.8b20x20.7x1.4x
Mon, 24 Jun 2024NT$3.9tNT$2.8tNT$183.5b20.3x21.1x1.4x
Wed, 22 May 2024NT$3.7tNT$2.7tNT$181.5b20.5x20.6x1.4x
Fri, 19 Apr 2024NT$3.6tNT$2.7tNT$159.5b21.6x22.6x1.3x
Sun, 17 Mar 2024NT$3.6tNT$2.7tNT$145.0b20.9x24.6x1.3x
Tue, 13 Feb 2024NT$3.4tNT$2.7tNT$124.4b20.7x27.5x1.3x
Thu, 11 Jan 2024NT$3.5tNT$2.7tNT$124.7b20.7x28x1.3x
Sat, 09 Dec 2023NT$3.6tNT$2.7tNT$124.7b20.9x28.5x1.3x
Mon, 06 Nov 2023NT$3.3tNT$2.7tNT$113.7b18.5x29.2x1.2x
Wed, 04 Oct 2023NT$3.3tNT$2.7tNT$115.6b19.1x28.9x1.2x
Fri, 01 Sep 2023NT$3.3tNT$2.7tNT$115.6b18.7x28.7x1.2x
Sun, 30 Jul 2023NT$3.5tNT$2.9tNT$100.6b18.7x34.8x1.2x
Tue, 27 Jun 2023NT$3.6tNT$2.9tNT$101.7b20.1x35.6x1.2x
Thu, 25 May 2023NT$3.5tNT$2.9tNT$114.6b17.8x30.5x1.2x
Sat, 22 Apr 2023NT$3.3tNT$2.9tNT$119.5b16.4x27.5x1.1x
Mon, 20 Mar 2023NT$2.9tNT$2.7tNT$121.7b14.9x23.6x1.1x
Wed, 15 Feb 2023NT$3.2tNT$2.9tNT$155.9b14.8x20.6x1.1x
Fri, 13 Jan 2023NT$3.1tNT$2.9tNT$155.9b14.4x20x1.1x
Sun, 11 Dec 2022NT$3.1tNT$2.9tNT$156.0b14.7x19.9x1.1x
Price to Earnings Ratio

19.9x


Total Market Cap: NT$3.1tTotal Earnings: NT$156.0bTotal 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 Market1.52%
Consumer Discretionary-0.71%
Consumer Services1.81%
Auto Components0.83%
Online Retail and Ecommerce0%0
Retail Distributors-0.23%
Luxury-0.30%
Consumer Durables-0.55%
Hospitality-1.19%
Auto-1.25%
Leisure-1.67%
Specialty Stores-1.95%
General Merchandise and Department Stores-2.20%
Industry PE
  • Investors are most optimistic about the Auto industry which is trading above its 3-year average PE ratio of 33.1x.
    • It looks like they are confident that earnings will grow faster in the future than they have historically.
  • Investors are most pessimistic about the Consumer Services industry, which is trading close to its 3-year average of 19.3x.
Forecasted Growth
  • Analysts are most optimistic on the Leisure industry, expecting annual earnings growth of 34% 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
9904 Pou ChenNT$31.403.0%
+NT$2.7b		-28.1%PE8.3x
1434 Formosa TaffetaNT$16.958.7%
+NT$2.3b		-16.5%PE48.3x
2101 Nankang Rubber TireLtdNT$39.456.2%
+NT$1.7b		-31.5%PS3.3x
8927 North-Star InternationalNT$27.7014.7%
+NT$1.5b		-36.7%PE28634.4x
2228 Iron Force IndustrialNT$104.5012.2%
+NT$909.5m		0%PE15.4x

Latest News

6965
NT$82.80
Chung Jye Investment Holding
7D
5.6%
1Y
n/a
8033
NT$135.50
Thunder Tiger
7D
-5.6%
1Y
130.8%
1434
NT$16.95
Formosa Taffeta
7D
8.7%
1Y
-16.5%
2228
NT$104.50
Iron Force Industrial
7D
12.2%
1Y
0%
8927
NT$27.70
North-Star International
7D
14.7%
1Y
-36.7%
1736
NT$157.00
Johnson Health Tech .Co
7D
-6.0%
1Y
-14.9%
2231
NT$99.30
Cub Elecparts
7D
-11.3%
1Y
-3.6%
1476
NT$425.00
Eclat Textile
7D
-1.5%
1Y
-20.0%
6890
NT$280.50
Lai Yih Footwear
7D
-2.9%
1Y
-31.8%
8454
NT$216.00
momo.com
7D
-5.7%
1Y
-37.8%

8454: Future Earnings Momentum Will Drive Share Price Upside

Analysts have lowered their price target for momo.com from $288.32 to $262.99. They cited more conservative projections for revenue growth and profit margins in their updated assessment.
2101
NT$39.45
Nankang Rubber TireLtd
7D
6.2%
1Y
-31.5%
9904
NT$31.40
Pou Chen
7D
3.0%
1Y
-28.1%
8932
NT$175.50
Wiselink
7D
2.0%
1Y
115.7%
2207
NT$586.00
Hotai MotorLtd
7D
-3.1%
1Y
-5.2%
2239
NT$37.75
Cayman Engley Industrial
7D
18.3%
1Y
-5.0%
1477
NT$307.00
Makalot Industrial
7D
-4.4%
1Y
-1.8%