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Taiwanese (TAIEX) Consumer Discretionary Sector Analysis

UpdatedOct 23, 2025
DataAggregated Company Financials
Companies348
  • 7D0.9%
  • 3M-1.2%
  • 1Y-17.3%
  • YTD-13.3%

Over the last 7 days, the Consumer Discretionary industry has remained flat, although notably Cheng Shin Rubber Ind declined by 4.7%. Unfortunately though, the industry is down 18% over the past 12 months. 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
Thu, 23 Oct 2025NT$3.2tNT$2.9tNT$150.7b18.3x21x1.1x
Sat, 20 Sep 2025NT$3.2tNT$2.9tNT$150.7b19x21.3x1.1x
Mon, 18 Aug 2025NT$3.2tNT$2.9tNT$152.9b18.3x20.9x1.1x
Wed, 16 Jul 2025NT$3.1tNT$3.0tNT$187.4b16.6x16.7x1.1x
Fri, 13 Jun 2025NT$3.3tNT$3.0tNT$187.6b17x17.3x1.1x
Sun, 11 May 2025NT$3.4tNT$2.9tNT$198.4b17.1x17x1.1x
Tue, 08 Apr 2025NT$3.2tNT$2.9tNT$197.4b16.3x16.3x1.1x
Thu, 06 Mar 2025NT$3.8tNT$2.9tNT$187.1b19.7x20.4x1.3x
Sat, 01 Feb 2025NT$3.6tNT$2.9tNT$186.1b18.8x19.6x1.3x
Mon, 30 Dec 2024NT$3.6tNT$2.9tNT$185.6b18.7x19.3x1.2x
Wed, 27 Nov 2024NT$3.7tNT$2.9tNT$185.6b19.3x20.1x1.3x
Fri, 25 Oct 2024NT$3.7tNT$2.8tNT$187.3b19.1x20x1.3x
Sun, 22 Sep 2024NT$3.8tNT$2.8tNT$187.6b19.1x20.5x1.4x
Tue, 20 Aug 2024NT$3.7tNT$2.8tNT$185.7b18.9x20.2x1.3x
Thu, 18 Jul 2024NT$3.9tNT$2.8tNT$184.0b20.4x21.1x1.4x
Sat, 15 Jun 2024NT$3.8tNT$2.8tNT$183.5b20.4x20.9x1.4x
Mon, 13 May 2024NT$3.7tNT$2.7tNT$164.6b21.7x22.5x1.4x
Wed, 10 Apr 2024NT$3.6tNT$2.7tNT$158.5b21.9x22.9x1.3x
Fri, 08 Mar 2024NT$3.5tNT$2.7tNT$125.0b20.8x28.3x1.3x
Sun, 04 Feb 2024NT$3.4tNT$2.7tNT$124.2b20.8x27.7x1.3x
Tue, 02 Jan 2024NT$3.6tNT$2.7tNT$124.8b21x28.5x1.3x
Thu, 30 Nov 2023NT$3.5tNT$2.7tNT$124.7b20.5x28.4x1.3x
Sat, 28 Oct 2023NT$3.2tNT$2.7tNT$114.6b18x28.2x1.2x
Mon, 25 Sep 2023NT$3.3tNT$2.7tNT$115.6b18.8x28.6x1.2x
Wed, 23 Aug 2023NT$3.3tNT$2.7tNT$116.8b19x28x1.2x
Fri, 21 Jul 2023NT$3.5tNT$2.9tNT$100.9b18.8x34.8x1.2x
Sun, 18 Jun 2023NT$3.6tNT$2.9tNT$103.3b20x35.1x1.2x
Tue, 16 May 2023NT$3.3tNT$2.9tNT$116.0b17.1x28.5x1.1x
Thu, 13 Apr 2023NT$3.3tNT$2.9tNT$123.6b16.6x27x1.1x
Sat, 11 Mar 2023NT$3.2tNT$2.9tNT$155.2b15.5x20.9x1.1x
Mon, 06 Feb 2023NT$3.2tNT$2.9tNT$155.9b14.6x20.6x1.1x
Wed, 04 Jan 2023NT$3.0tNT$2.9tNT$155.9b14.2x19.5x1.1x
Fri, 02 Dec 2022NT$3.1tNT$2.9tNT$155.9b14.5x19.9x1.1x
Sun, 30 Oct 2022NT$2.7tNT$2.8tNT$149.8b14.5x18.2x1x
Price to Earnings Ratio

18.2x


Total Market Cap: NT$2.7tTotal Earnings: NT$149.8bTotal Revenue: NT$2.8tTotal Market Cap vs Earnings and Revenue0%0%0%
Taiwanese Consumer Discretionary Sector Price to Earnings3Y Average 23.1x202320242025
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 20.8x which is lower than its 3-year average PE of 23.1x.
  • 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 Market1.38%
Consumer Discretionary0.90%
Auto2.77%
Retail Distributors2.11%
Specialty Stores1.72%
Auto Components1.52%
Consumer Services1.20%
Luxury0.59%
Hospitality0.55%
General Merchandise and Department Stores0.35%
Consumer Durables0.33%
Online Retail and Ecommerce0%0
Leisure-0.74%
Industry PE
  • Investors are most optimistic about the Auto industry even though it's trading below its 3-year average PE ratio of 35.6x.
    • 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 17.7x.
Forecasted Growth
  • Analysts are most optimistic on the Leisure industry, expecting annual earnings growth of 33% over the next 5 years.
  • This is roughly in line with its past earnings growth rate.
  • In contrast, the General Merchandise and Department Stores industry is expected to see its earnings grow by 6.7% 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
2207 Hotai MotorLtdNT$582.002.5%
+NT$7.8b		-11.7%PE19.1x
1319 Tong Yang IndustryNT$99.309.2%
+NT$5.0b		-6.3%PE14.4x
1477 Makalot IndustrialNT$291.006.0%
+NT$4.1b		-16.5%PE17.8x
9904 Pou ChenNT$30.003.6%
+NT$3.1b		-20.1%PE6.7x
2258 Foxtron Vehicle TechnologiesNT$38.953.6%
+NT$2.4b		-9.6%PS9.6x

Latest News

2105
NT$33.35
Cheng Shin Rubber Ind
7D
-4.7%
1Y
-28.1%
9910
NT$131.00
Feng Tay Enterprises
7D
-1.1%
1Y
-6.1%
6890
NT$237.00
Lai Yih Footwear
7D
-1.9%
1Y
-38.5%
6768
NT$116.00
Sports Gear
7D
-5.7%
1Y
0.4%
9921
NT$105.50
Giant Manufacturing
7D
5.8%
1Y
-43.9%
1319
NT$99.30
Tong Yang Industry
7D
9.2%
1Y
-6.3%
1736
NT$153.00
Johnson Health Tech .Co
7D
-8.1%
1Y
1.7%
8937
NT$151.00
Her Chee Industrial
7D
-6.8%
1Y
86.4%
8932
NT$195.50
Wiselink
7D
-10.7%
1Y
131.4%
9904
NT$30.00
Pou Chen
7D
3.6%
1Y
-20.1%
2258
NT$38.95
Foxtron Vehicle Technologies
7D
3.6%
1Y
-9.6%
2915
NT$53.80
Ruentex Industries
7D
3.9%
1Y
-28.2%
2207
NT$582.00
Hotai MotorLtd
7D
2.5%
1Y
-11.7%
1477
NT$291.00
Makalot Industrial
7D
6.0%
1Y
-16.5%
8464
NT$391.00
Nien Made Enterprise
7D
-1.9%
1Y
-20.2%
2204
NT$61.90
China Motor
7D
6.2%
1Y
-9.9%