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Taiwanese (TAIEX) Consumer Discretionary Sector Analysis

UpdatedOct 09, 2024
DataAggregated Company Financials
Companies333
  • 7D-1.7%
  • 3M-0.8%
  • 1Y7.3%
  • YTD3.6%

Over the last 7 days, the Consumer Discretionary industry has remained flat, although notably Johnson Health Tech .Co gained 5.6%. As for the the longer term, the industry is up 8.8% over the past 12 months. As for the next few years, earnings are expected to grow by 16% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 09 Oct 2024NT$3.8tNT$2.8tNT$187.6b19x20.3x1.4x
Fri, 06 Sep 2024NT$3.7tNT$2.8tNT$187.6b18.7x19.8x1.3x
Sun, 04 Aug 2024NT$3.8tNT$2.8tNT$184.1b19.9x20.6x1.4x
Tue, 02 Jul 2024NT$3.8tNT$2.8tNT$184.0b20.4x20.8x1.4x
Thu, 30 May 2024NT$3.8tNT$2.7tNT$181.5b20.6x20.7x1.4x
Sat, 27 Apr 2024NT$3.7tNT$2.7tNT$159.9b21.3x22.9x1.3x
Mon, 25 Mar 2024NT$3.6tNT$2.7tNT$153.6b21.4x23.3x1.3x
Wed, 21 Feb 2024NT$3.5tNT$2.7tNT$124.7b20.9x28.1x1.3x
Fri, 19 Jan 2024NT$3.3tNT$2.7tNT$124.8b19.8x26.8x1.2x
Sun, 17 Dec 2023NT$3.6tNT$2.7tNT$124.7b21x28.6x1.3x
Tue, 14 Nov 2023NT$3.3tNT$2.7tNT$111.7b18.9x30x1.2x
Thu, 12 Oct 2023NT$3.3tNT$2.7tNT$115.6b18.7x28.9x1.2x
Sat, 09 Sep 2023NT$3.4tNT$2.7tNT$115.6b18.3x29x1.2x
Mon, 07 Aug 2023NT$3.4tNT$2.7tNT$98.3b18x35.1x1.3x
Wed, 05 Jul 2023NT$3.6tNT$2.9tNT$101.7b20x35.8x1.2x
Fri, 02 Jun 2023NT$3.5tNT$2.9tNT$101.6b19.3x34.6x1.2x
Sun, 30 Apr 2023NT$3.3tNT$2.9tNT$119.3b17.1x27.8x1.1x
Tue, 28 Mar 2023NT$3.3tNT$2.9tNT$128.4b15.5x25.6x1.1x
Thu, 23 Feb 2023NT$3.3tNT$2.9tNT$156.1b15.2x20.8x1.1x
Sat, 21 Jan 2023NT$3.1tNT$2.9tNT$155.9b14.3x20.2x1.1x
Mon, 19 Dec 2022NT$3.0tNT$2.9tNT$156.0b14.3x19.5x1.1x
Wed, 16 Nov 2022NT$3.0tNT$2.8tNT$152.1b14.2x19.5x1x
Fri, 14 Oct 2022NT$2.7tNT$2.8tNT$149.6b15.3x18.2x1x
Sun, 11 Sep 2022NT$3.0tNT$2.8tNT$149.6b16.4x20.1x1.1x
Tue, 09 Aug 2022NT$2.9tNT$2.7tNT$158.2b15.7x18.5x1.1x
Thu, 07 Jul 2022NT$2.9tNT$2.7tNT$155.0b15.2x18.5x1.1x
Sat, 04 Jun 2022NT$3.0tNT$2.7tNT$154.9b15.9x19.7x1.1x
Mon, 02 May 2022NT$3.0tNT$2.7tNT$164.7b16.1x18.2x1.1x
Wed, 30 Mar 2022NT$3.1tNT$2.7tNT$167.0b16.9x18.6x1.2x
Fri, 25 Feb 2022NT$3.2tNT$2.7tNT$169.1b16.7x19.1x1.2x
Sun, 23 Jan 2022NT$3.3tNT$2.7tNT$168.7b16.9x19.7x1.3x
Tue, 21 Dec 2021NT$3.4tNT$2.7tNT$168.7b17.2x20x1.3x
Thu, 18 Nov 2021NT$3.5tNT$2.7tNT$167.3b16.9x20.7x1.3x
Sat, 16 Oct 2021NT$3.3tNT$2.7tNT$179.4b15.3x18.3x1.2x
Price to Earnings Ratio

18.3x


Total Market Cap: NT$3.3tTotal Earnings: NT$179.4bTotal 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 20.6x which is lower than its 3-year average PE of 23.2x.
  • 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 Market0.85%
Consumer Discretionary-1.67%
General Merchandise and Department Stores0.22%
Online Retail and Ecommerce0%
Auto Components-0.29%
Retail Distributors-0.61%
Hospitality-0.84%
Auto-0.87%
Consumer Services-1.44%
Consumer Durables-1.44%
Luxury-1.86%
Leisure-2.54%
Specialty Stores-4.44%
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 31.9x.
    • Analysts are expecting annual earnings growth of 10.1%, which is higher than its past year's earnings growth of 6.6% per year.
  • Investors are most pessimistic about the Luxury industry, which is trading close to its 3-year average of 17.4x.
Forecasted Growth
  • Analysts are most optimistic on the Leisure industry, expecting annual earnings growth of 25% over the next 5 years.
  • This is better than its past earnings decline of 38% per year.
  • In contrast, the General Merchandise and Department Stores industry is expected to see its earnings grow by 10% 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
1736 Johnson Health Tech .CoNT$160.005.6%
+NT$2.6b		105.1%PE41.1x
8404 Paiho Shih HoldingsNT$28.8514.0%
+NT$1.4b		40.4%PS1.9x
5288 Eurocharm HoldingsNT$227.007.8%
+NT$1.3b		30.5%PE13.6x
2258 Foxtron Vehicle TechnologiesNT$46.001.4%
+NT$1.1b		n/aPS15.4x
8937 Her Chee IndustrialNT$80.7016.6%
+NT$833.5m		278.9%PE72.1x
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5.6%

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9910

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7D

-6.2%

1Y

-24.7%

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2424

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Lung Hwa Electronics

7D

19.6%

1Y

155.2%

8937

NT$80.70

Her Chee Industrial

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16.6%

1Y

278.9%

2439

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-11.2%

1Y

35.0%

9904

NT$35.75

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-2.9%

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23.1%

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2236

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10.8%

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49.6%

6605

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-5.1%

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2227

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7D

-5.2%

1Y

-36.2%

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2258

NT$46.00

Foxtron Vehicle Technologies

7D

1.4%

1Y

n/a