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Taiwanese (TAIEX) Consumer Discretionary Sector Analysis

UpdatedJun 01, 2026
DataAggregated Company Financials
Companies350
  • 7D1.9%
  • 3M-8.6%
  • 1Y-18.3%
  • YTD-8.4%

In the last week, the Consumer Discretionary industry is up 1.9%, with Hotai MotorLtd leading the way, up 4.5%. In the same time, EVOASIS was down 18%. In contrast, the industry has lost 18% in the last 12 months. As for the next few years, earnings are expected to grow by 19% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 01 Jun 2026NT$2.8tNT$2.9tNT$154.5b16.9x18.1x1x
Wed, 29 Apr 2026NT$2.7tNT$2.9tNT$149.1b16.7x18.4x1x
Fri, 27 Mar 2026NT$2.8tNT$2.9tNT$145.9b16.9x19.2x1x
Sun, 22 Feb 2026NT$3.0tNT$2.9tNT$144.8b17.8x20.8x1x
Tue, 20 Jan 2026NT$3.1tNT$2.9tNT$144.5b17.9x21.4x1.1x
Thu, 18 Dec 2025NT$3.1tNT$2.9tNT$144.5b17.9x21.1x1.1x
Sat, 15 Nov 2025NT$3.1tNT$2.9tNT$150.0b18.5x20.9x1.1x
Mon, 13 Oct 2025NT$3.2tNT$2.9tNT$150.7b18.8x21.2x1.1x
Wed, 10 Sep 2025NT$3.2tNT$2.9tNT$150.8b18.7x21.3x1.1x
Fri, 08 Aug 2025NT$3.2tNT$3.0tNT$183.7b16.9x17.3x1.1x
Sun, 06 Jul 2025NT$3.2tNT$3.0tNT$187.4b16.7x17.1x1.1x
Tue, 03 Jun 2025NT$3.3tNT$3.0tNT$187.6b16.7x17.5x1.1x
Thu, 01 May 2025NT$3.3tNT$2.9tNT$198.1b16.5x16.8x1.1x
Sat, 29 Mar 2025NT$3.6tNT$2.9tNT$196.9b18.1x18.4x1.2x
Mon, 24 Feb 2025NT$3.8tNT$2.9tNT$186.0b19.7x20.5x1.3x
Wed, 22 Jan 2025NT$3.6tNT$2.9tNT$186.1b18.5x19.4x1.3x
Fri, 20 Dec 2024NT$3.6tNT$2.9tNT$185.6b18.6x19.2x1.2x
Sun, 17 Nov 2024NT$3.7tNT$2.8tNT$184.1b18.7x19.9x1.3x
Tue, 15 Oct 2024NT$3.8tNT$2.8tNT$187.6b19x20x1.3x
Thu, 12 Sep 2024NT$3.7tNT$2.8tNT$187.6b18.5x19.6x1.3x
Sat, 10 Aug 2024NT$3.6tNT$2.8tNT$184.4b19.3x19.5x1.3x
Mon, 08 Jul 2024NT$3.8tNT$2.8tNT$184.0b20.9x20.9x1.4x
Wed, 05 Jun 2024NT$3.8tNT$2.7tNT$181.6b20.3x20.9x1.4x
Fri, 03 May 2024NT$3.7tNT$2.7tNT$160.3b21.9x23.2x1.4x
Sun, 31 Mar 2024NT$3.6tNT$2.7tNT$154.0b21.7x23.4x1.3x
Tue, 27 Feb 2024NT$3.5tNT$2.7tNT$124.8b20.3x28.2x1.3x
Thu, 25 Jan 2024NT$3.4tNT$2.7tNT$124.8b20.8x27.4x1.3x
Sat, 23 Dec 2023NT$3.5tNT$2.7tNT$124.6b21x28.2x1.3x
Mon, 20 Nov 2023NT$3.5tNT$2.7tNT$127.4b20.1x27.6x1.3x
Wed, 18 Oct 2023NT$3.3tNT$2.7tNT$115.6b18.9x28.9x1.2x
Fri, 15 Sep 2023NT$3.4tNT$2.7tNT$115.6b19.3x29.4x1.2x
Sun, 13 Aug 2023NT$3.4tNT$2.7tNT$103.7b18.8x32.6x1.2x
Tue, 11 Jul 2023NT$3.6tNT$2.9tNT$101.7b19.5x35x1.2x
Thu, 08 Jun 2023NT$3.6tNT$2.9tNT$101.9b19.7x35.5x1.2x
Price to Earnings Ratio

35.5x


Total Market Cap: NT$3.6tTotal Earnings: NT$101.9bTotal Revenue: NT$2.9tTotal Market Cap vs Earnings and Revenue0%0%0%
Taiwanese Consumer Discretionary Sector Price to Earnings3Y Average 22.6x202420252026
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 18.1x which is lower than its 3-year average PE of 22.6x.
  • The 3-year average PS ratio of 1.2x is higher than the industry's current PS ratio of 0.98x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have grown 15% per year over the last three years, while revenues have remained mostly flat.
  • This means that companies overall are more efficiently conducting business since profits are increasing while sales have been flat.

Industry Trends

Which industries have driven the changes within the Taiwanese Consumer Discretionary sector?

TW Market5.66%
Consumer Discretionary1.89%
General Merchandise and Department Stores6.72%
Auto Components6.16%
Specialty Stores3.46%
Luxury0.39%
Leisure0.19%
Online Retail and Ecommerce0%0
Auto-0.20%
Retail Distributors-0.32%
Hospitality-0.34%
Consumer Durables-0.56%
Consumer Services-0.92%
Industry PE
  • Investors are most optimistic about the Auto industry which is trading above its 3-year average PE ratio of 26.0x.
    • 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 below its 3-year average of 18.5x.
Forecasted Growth
  • Analysts are most optimistic on the Leisure industry, expecting annual earnings growth of 50% over the next 5 years.
  • This is better than its past earnings decline of 29% per year.
  • In contrast, the General Merchandise and Department Stores industry is expected to see its earnings growth to stay flat 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$241.5028.5%
+NT$14.2b		-14.0%PE23.1x
2207 Hotai MotorLtdNT$473.502.8%
+NT$7.2b		-22.5%PE13.6x
1563 SuperAlloy IndustrialNT$69.9052.0%
+NT$5.3b		24.2%PE163.4x
2258 Foxtron Vehicle TechnologiesNT$32.9510.0%
+NT$5.2b		-22.0%PS17.9x
1476 Eclat TextileNT$353.005.4%
+NT$4.9b		-14.8%PE17.1x

Latest News

1319
NT$87.50
Tong Yang Industry
7D
8.3%
1Y
-33.7%
8454
NT$241.50
momo.com
7D
28.5%
1Y
-14.0%
9910
NT$71.90
Feng Tay Enterprises
7D
6.0%
1Y
-37.5%
8924
NT$59.30
O-TA Precision Industry
7D
-7.2%
1Y
-12.0%
7883
NT$290.00
Feastogether Group
7D
-3.2%
1Y
n/a
2489
NT$48.65
AmTRAN TechnologyLtd
7D
-13.9%
1Y
219.7%
8932
NT$103.50
Wiselink
7D
-1.9%
1Y
117.9%
2258
NT$32.95
Foxtron Vehicle Technologies
7D
10.0%
1Y
-22.0%
8937
NT$26.75
Her Chee Industrial
7D
-15.7%
1Y
-21.9%
2207
NT$473.50
Hotai MotorLtd
7D
2.8%
1Y
-22.5%
4551
NT$153.50
Global PMX
7D
-2.2%
1Y
69.2%
1476
NT$353.00
Eclat Textile
7D
5.4%
1Y
-14.8%
2105
NT$33.00
Cheng Shin Rubber Ind
7D
3.3%
1Y
-31.3%
3024
NT$14.00
Action Electronics
7D
-12.8%
1Y
-4.4%
1563
NT$69.90
SuperAlloy Industrial
7D
52.0%
1Y
24.2%