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Taiwanese (TAIEX) Consumer Discretionary Sector Analysis

UpdatedDec 05, 2022
DataAggregated Company Financials
Companies318
  • 7D3.0%
  • 3M3.3%
  • 1Y-9.6%
  • YTD-12.4%

The Consumer Discretionary industry is up 3.0% in the last week, with momo.com up 7.1%. In the past year, the industry is down 9.6%. As for the next few years, earnings are expected to grow by 7.3% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 05 Dec 2022NT$3.1tNT$2.9tNT$155.9b14.4x19.9x1.1x
Wed, 02 Nov 2022NT$2.8tNT$2.8tNT$149.8b15.1x18.7x1x
Fri, 30 Sep 2022NT$4.0tNT$2.8tNT$149.6b15.5x26.8x1.5x
Sun, 28 Aug 2022NT$3.1tNT$2.8tNT$149.3b16.7x20.5x1.1x
Tue, 26 Jul 2022NT$2.9tNT$2.7tNT$155.1b15.8x19x1.1x
Thu, 23 Jun 2022NT$3.0tNT$2.7tNT$155.0b15.6x19x1.1x
Sat, 21 May 2022NT$2.9tNT$2.7tNT$153.6b15.3x19x1.1x
Mon, 18 Apr 2022NT$3.1tNT$2.7tNT$164.7b16.5x18.6x1.2x
Wed, 16 Mar 2022NT$3.0tNT$2.7tNT$169.3b16.2x17.7x1.1x
Fri, 11 Feb 2022NT$3.3tNT$2.7tNT$168.7b16.9x19.8x1.3x
Sun, 09 Jan 2022NT$3.4tNT$2.7tNT$168.7b17x20.4x1.3x
Tue, 07 Dec 2021NT$3.4tNT$2.7tNT$168.7b17x19.9x1.3x
Thu, 04 Nov 2021NT$3.4tNT$2.7tNT$179.0b15.2x18.9x1.3x
Sat, 02 Oct 2021NT$3.3tNT$2.7tNT$179.3b15x18.3x1.2x
Mon, 30 Aug 2021NT$3.4tNT$2.7tNT$179.3b15.8x18.8x1.3x
Tue, 06 Jul 2021NT$3.6tNT$2.7tNT$179.3b16.4x20x1.3x
Fri, 09 Apr 2021NT$3.3tNT$2.6tNT$168.8b17.6x19.4x1.3x
Thu, 31 Dec 2020NT$3.0tNT$2.5tNT$126.5b20.4x23.7x1.2x
Sun, 04 Oct 2020NT$2.8tNT$2.5tNT$85.9b19.9x32.4x1.1x
Wed, 08 Jul 2020NT$2.7tNT$2.5tNT$75.9b20.6x36.2x1.1x
Tue, 31 Mar 2020NT$2.1tNT$2.6tNT$82.7b15x24.8x0.8x
Fri, 03 Jan 2020NT$2.8tNT$2.6tNT$101.3b18.2x27.8x1.1x
Price to Earnings Ratio

27.8x


Total Market Cap: NT$2.8tTotal Earnings: NT$101.3bTotal Revenue: NT$2.6tTotal Market Cap vs Earnings and Revenue0%0%0%
Taiwanese Consumer Discretionary Sector Price to Earnings3Y Average 23.7x20212022
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 19.9x which is lower than its 3-year average PE of 23.7x.
  • 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 15% per year over the last three years.
  • Revenues for these companies have grown 3.2% 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 Market1.55%
Consumer Discretionary3.00%
Hospitality9.69%
Consumer Services5.29%
Auto4.86%
Auto Components3.61%
Luxury3.27%
Consumer Durables2.39%
Retail Distributors2.05%
Online Retail and Ecommerce2.04%
General Merchanise and Department Stores1.13%
Leisure1.05%
Specialty Stores0.23%
Industry PE
  • Investors are most optimistic about the Auto industry which is trading above its 3-year average PE ratio of 10.9x.
    • It looks like they are confident that earnings will grow faster in the future than they have historically.
Forecasted Growth
  • Analysts are most optimistic on the Hospitality industry, expecting annual earnings growth of 36% over the next 5 years.
  • However this is lower than its past earnings growth rate of 87% per year.
  • In contrast, the Luxury industry is expected to see its earnings decline by 2.7% 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
8454 momo.comNT$632.007.1%
+NT$9.2b
-53.3%PE41.5x
1476 Eclat TextileNT$468.506.2%
+NT$7.5b
-21.0%PE17.6x
2707 Formosa International HotelsNT$254.5019.8%
+NT$5.4b
73.1%PE36.1x
2915 Ruentex IndustriesNT$70.406.5%
+NT$4.6b
-27.0%PE4.3x
2723 Gourmet MasterNT$136.5021.9%
+NT$4.4b
16.2%PE46.1x
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Latest News

2723

NT$136.50

Gourmet Master

7D

21.9%

1Y

16.2%

3067

NT$33.65

Phonic

7D

-11.7%

1Y

-19.2%

2707

NT$254.50

Formosa International Hotels

7D

19.8%

1Y

73.1%

2477

NT$20.95

Meiloon Industrial

7D

-10.4%

1Y

-46.7%

8478

NT$321.50

Alexander Marine

7D

-3.9%

1Y

182.0%

2754

NT$136.00

Kura Sushi Asia

7D

-1.4%

1Y

79.2%

2254

NT$79.00

Coplus

7D

-3.8%

1Y

3.8%

9921

NT$232.50

Giant Manufacturing

7D

-1.1%

1Y

-26.5%

9910

NT$187.50

Feng Tay Enterprises

7D

1.9%

1Y

-8.8%

8454

NT$632.00

momo.com

7D

7.1%

1Y

-53.3%

5904

NT$433.00

POYA International

7D

-1.6%

1Y

-10.7%

2915

NT$70.40

Ruentex Industries

7D

6.5%

1Y

-27.0%

2417

NT$23.45

AVerMedia Technologies

7D

-3.3%

1Y

-5.8%

2207

NT$630.00

Hotai MotorLtd

7D

1.3%

1Y

1.8%

1476

NT$468.50

Eclat Textile

7D

6.2%

1Y

-21.0%

1477

NT$238.00

Makalot Industrial

7D

7.7%

1Y

-1.0%