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Taiwanese (TAIEX) Consumer Discretionary Sector Analysis

UpdatedJan 25, 2025
DataAggregated Company Financials
Companies339
  • 7D1.1%
  • 3M-3.7%
  • 1Y0.6%
  • YTD1.6%

Over the last 7 days, the Consumer Discretionary industry has risen 1.2%, driven by gains from Hotai MotorLtd of 2.0%. The industry has been flat over the past 12 months despite the gain this week. Looking forward, earnings are forecast to grow by 16% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 25 Jan 2025NT$3.6tNT$2.9tNT$186.1b18.7x19.6x1.3x
Mon, 23 Dec 2024NT$3.5tNT$2.9tNT$185.6b18.4x19.1x1.2x
Wed, 20 Nov 2024NT$3.7tNT$2.9tNT$185.6b18.8x19.9x1.3x
Fri, 18 Oct 2024NT$3.8tNT$2.8tNT$187.6b19.3x20.1x1.3x
Sun, 15 Sep 2024NT$3.7tNT$2.8tNT$187.6b18.5x19.9x1.3x
Tue, 13 Aug 2024NT$3.7tNT$2.8tNT$185.0b19.5x19.7x1.3x
Thu, 11 Jul 2024NT$3.8tNT$2.8tNT$184.0b20.3x20.8x1.4x
Sat, 08 Jun 2024NT$3.8tNT$2.7tNT$181.6b20.7x21x1.4x
Mon, 06 May 2024NT$3.7tNT$2.7tNT$161.2b21.8x23x1.4x
Wed, 03 Apr 2024NT$3.6tNT$2.7tNT$153.9b21.7x23.5x1.3x
Fri, 01 Mar 2024NT$3.5tNT$2.7tNT$124.9b20.7x28.4x1.3x
Sun, 28 Jan 2024NT$3.4tNT$2.7tNT$124.2b20.8x27.7x1.3x
Tue, 26 Dec 2023NT$3.5tNT$2.7tNT$124.6b20.6x28.3x1.3x
Thu, 23 Nov 2023NT$3.5tNT$2.7tNT$127.5b20.4x27.7x1.3x
Sat, 21 Oct 2023NT$3.2tNT$2.7tNT$115.6b18.3x28x1.2x
Mon, 18 Sep 2023NT$3.4tNT$2.7tNT$115.6b19.1x29.3x1.2x
Wed, 16 Aug 2023NT$3.3tNT$2.7tNT$105.2b19.4x31.5x1.2x
Fri, 14 Jul 2023NT$3.5tNT$2.9tNT$100.9b19.3x35x1.2x
Sun, 11 Jun 2023NT$3.6tNT$2.9tNT$101.8b19.9x35.4x1.2x
Tue, 09 May 2023NT$3.4tNT$2.9tNT$117.9b17.1x28.4x1.2x
Thu, 06 Apr 2023NT$3.3tNT$2.9tNT$124.4b16x26.5x1.1x
Sat, 04 Mar 2023NT$3.3tNT$2.9tNT$156.6b16x21x1.1x
Mon, 30 Jan 2023NT$3.1tNT$2.9tNT$155.9b14.3x20.2x1.1x
Wed, 28 Dec 2022NT$3.1tNT$2.9tNT$155.9b14.3x19.6x1.1x
Fri, 25 Nov 2022NT$3.0tNT$2.9tNT$155.7b14x19.3x1x
Sun, 23 Oct 2022NT$2.7tNT$2.8tNT$149.6b14.8x18.1x1x
Tue, 20 Sep 2022NT$3.0tNT$2.8tNT$149.6b16.1x20.1x1.1x
Thu, 18 Aug 2022NT$3.0tNT$2.8tNT$148.4b16.3x20.4x1.1x
Sat, 16 Jul 2022NT$2.9tNT$2.7tNT$155.1b15.5x18.6x1.1x
Mon, 13 Jun 2022NT$3.1tNT$2.7tNT$155.1b16x19.8x1.1x
Wed, 11 May 2022NT$2.9tNT$2.7tNT$158.7b15.9x18.1x1.1x
Fri, 08 Apr 2022NT$3.1tNT$2.7tNT$164.4b16.5x18.8x1.2x
Sun, 06 Mar 2022NT$3.2tNT$2.7tNT$170.0b16.5x18.9x1.2x
Tue, 01 Feb 2022NT$3.2tNT$2.7tNT$168.7b16.8x19.2x1.2x
Price to Earnings Ratio

19.2x


Total Market Cap: NT$3.2tTotal Earnings: NT$168.7bTotal Revenue: NT$2.7tTotal Market Cap vs Earnings and Revenue0%0%0%
Taiwanese Consumer Discretionary Sector Price to Earnings3Y Average 23.2x202320242025
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 19.6x which is lower than its 3-year average PE of 23.2x.
  • 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 3.3% per year over the last three years.
  • Revenues for these companies have grown 2.5% 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 Market1.66%
Consumer Discretionary1.11%
Consumer Services2.42%
Specialty Stores2.05%
Hospitality1.91%
Luxury1.81%
Leisure1.27%
Retail Distributors0.58%
General Merchandise and Department Stores0.40%
Auto Components0.35%
Auto0.088%
Online Retail and Ecommerce0%0
Consumer Durables-0.27%
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 32.8x.
    • Analysts are expecting annual earnings growth of 8.4%, which is higher than its past year's earnings growth of 4.5% per year.
  • Investors are most pessimistic about the Luxury industry, which is trading close to its 3-year average of 17.6x.
Forecasted Growth
  • Analysts are most optimistic on the Leisure industry, expecting annual earnings growth of 21% over the next 5 years.
  • This is better than its past earnings decline of 16% per year.
  • In contrast, the General Merchandise and Department Stores industry is expected to see its earnings grow by 8.4% 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$611.002.0%
+NT$6.7b		-4.5%PE16.7x
6890 Lai Yih FootwearNT$495.004.4%
+NT$5.2b		n/aPE38.4x
9910 Feng Tay EnterprisesNT$132.003.5%
+NT$4.4b		-19.8%PE23.2x
9802 Fulgent Sun International (Holding)NT$140.508.1%
+NT$2.0b		14.2%PE19.4x
6768 Sports GearNT$136.007.9%
+NT$2.0b		108.3%PE20.5x
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1536

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2201

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7.3%

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6768

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7D

7.9%

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108.3%

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NT$25.75

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-6.4%

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