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Taiwanese (TAIEX) Consumer Discretionary Sector Analysis

UpdatedAug 27, 2025
DataAggregated Company Financials
Companies346
  • 7D0.5%
  • 3M-5.3%
  • 1Y-17.5%
  • YTD-12.7%

Over the last 7 days, the Consumer Discretionary industry has remained flat, although notably Thunder Tiger gained 28%. As for the longer term, the industry has declined 17% in the last year. Earnings are forecast to grow by 15% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
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
Tue, 08 Nov 2022NT$2.8tNT$2.8tNT$152.5b15x18.6x1x
Thu, 06 Oct 2022NT$2.9tNT$2.8tNT$149.6b15.7x19.1x1x
Sat, 03 Sep 2022NT$3.0tNT$2.8tNT$149.7b16.7x20x1.1x
Price to Earnings Ratio

20x


Total Market Cap: NT$3.0tTotal Earnings: NT$149.7bTotal Revenue: NT$2.8tTotal Market Cap vs Earnings and Revenue0%0%0%
Taiwanese Consumer Discretionary Sector Price to Earnings3Y Average 23x202320242025
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 23.0x.
  • The 3-year average PS ratio of 1.2x is higher than the industry's current PS ratio of 1.1x.
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 Market-0.013%
Consumer Discretionary0.49%
Leisure3.11%
Consumer Services2.14%
Consumer Durables1.16%
Auto0.74%
Specialty Stores0.44%
Luxury0.31%
Online Retail and Ecommerce0%0
Hospitality-0.016%
Retail Distributors-0.061%
General Merchandise and Department Stores-0.25%
Auto Components-0.60%
Industry PE
  • Investors are most optimistic about the Auto industry even though it's trading below its 3-year average PE ratio of 36.9x.
    • 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 17.5x.
Forecasted Growth
  • Analysts are most optimistic on the Leisure industry, expecting annual earnings growth of 37% over the next 5 years.
  • However this is lower than its past earnings growth rate of 50% per year.
  • In contrast, the Luxury industry is expected to see its earnings grow by 5.7% 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
8033 Thunder TigerNT$177.0043.9%
+NT$8.2b		194.0%PE256.9x
8932 WiselinkNT$223.0013.2%
+NT$4.3b		166.6%PE76.8x
1476 Eclat TextileNT$410.503.7%
+NT$4.0b		-22.7%PE19.5x
9914 Merida IndustryNT$113.007.1%
+NT$2.2b		-53.3%PS1.2x
2374 Ability EnterpriseNT$81.6010.0%
+NT$2.1b		61.6%PE52.3x

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