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Taiwanese (TAIEX) Consumer Discretionary Sector Analysis

UpdatedApr 04, 2026
DataAggregated Company Financials
Companies351
  • 7D-1.8%
  • 3M-9.5%
  • 1Y-23.7%
  • YTD-9.6%

Over the last 7 days, the Consumer Discretionary industry has dropped 1.8%, and Makalot Industrial contributed the most with a 11% decline. Overall the industry is down 24% in 12 months. As for the next few years, earnings are expected to grow by 13% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 04 Apr 2026NT$2.7tNT$2.9tNT$148.7b16.5x18.5x1x
Mon, 02 Mar 2026NT$3.1tNT$2.9tNT$144.5b17.9x21.2x1.1x
Wed, 28 Jan 2026NT$3.1tNT$2.9tNT$145.1b18x21.4x1.1x
Fri, 26 Dec 2025NT$3.0tNT$2.9tNT$144.5b18x21x1.1x
Sun, 23 Nov 2025NT$3.1tNT$2.9tNT$144.2b17.6x21.4x1.1x
Tue, 21 Oct 2025NT$3.1tNT$2.9tNT$150.7b18.3x20.8x1.1x
Thu, 18 Sep 2025NT$3.2tNT$2.9tNT$150.7b18.8x21.3x1.1x
Sat, 16 Aug 2025NT$3.2tNT$2.9tNT$162.6b17.6x19.7x1.1x
Mon, 14 Jul 2025NT$3.2tNT$3.0tNT$187.4b16.5x16.8x1.1x
Wed, 11 Jun 2025NT$3.3tNT$3.0tNT$187.6b16.8x17.5x1.1x
Fri, 09 May 2025NT$3.3tNT$2.9tNT$197.9b17x16.9x1.1x
Sun, 06 Apr 2025NT$3.6tNT$2.9tNT$197.4b18.1x18.1x1.2x
Tue, 04 Mar 2025NT$3.8tNT$2.9tNT$187.6b19.6x20.2x1.3x
Thu, 30 Jan 2025NT$3.6tNT$2.9tNT$186.1b18.8x19.6x1.3x
Sat, 28 Dec 2024NT$3.6tNT$2.9tNT$185.6b18.7x19.3x1.2x
Mon, 25 Nov 2024NT$3.7tNT$2.9tNT$185.5b19.2x20x1.3x
Wed, 23 Oct 2024NT$3.8tNT$2.8tNT$187.6b19x20.2x1.3x
Fri, 20 Sep 2024NT$3.8tNT$2.8tNT$187.6b18.8x20.4x1.4x
Sun, 18 Aug 2024NT$3.8tNT$2.8tNT$186.2b18.9x20.1x1.3x
Tue, 16 Jul 2024NT$3.9tNT$2.8tNT$184.0b20.4x21x1.4x
Thu, 13 Jun 2024NT$3.8tNT$2.7tNT$181.4b20.5x20.9x1.4x
Sat, 11 May 2024NT$3.7tNT$2.7tNT$162.8b22x22.7x1.4x
Mon, 08 Apr 2024NT$3.6tNT$2.7tNT$158.5b21.7x22.7x1.3x
Wed, 06 Mar 2024NT$3.5tNT$2.7tNT$125.3b20.5x28.3x1.3x
Fri, 02 Feb 2024NT$3.4tNT$2.7tNT$124.2b20.8x27.8x1.3x
Sun, 31 Dec 2023NT$3.6tNT$2.7tNT$124.8b21x28.5x1.3x
Tue, 28 Nov 2023NT$3.5tNT$2.7tNT$126.5b20.5x27.7x1.3x
Thu, 26 Oct 2023NT$3.3tNT$2.7tNT$115.6b18.4x28.3x1.2x
Sat, 23 Sep 2023NT$3.3tNT$2.7tNT$115.6b18.8x28.6x1.2x
Mon, 21 Aug 2023NT$3.3tNT$2.7tNT$116.8b18.9x27.9x1.2x
Wed, 19 Jul 2023NT$3.5tNT$2.9tNT$100.9b18.6x34.7x1.2x
Fri, 16 Jun 2023NT$3.6tNT$2.9tNT$103.3b19.7x35.2x1.2x
Sun, 14 May 2023NT$3.3tNT$2.9tNT$117.0b17.3x28.4x1.1x
Tue, 11 Apr 2023NT$3.3tNT$2.9tNT$123.7b16.7x26.5x1.1x
Price to Earnings Ratio

26.5x


Total Market Cap: NT$3.3tTotal Earnings: NT$123.7bTotal Revenue: NT$2.9tTotal Market Cap vs Earnings and Revenue0%0%0%
Taiwanese Consumer Discretionary Sector Price to Earnings3Y Average 23.1x202420252026
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 18.5x 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 0.96x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have grown 6.3% 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 Market-1.68%
Consumer Discretionary-1.83%
Online Retail and Ecommerce0%0
Hospitality-0.31%
Auto Components-0.46%
General Merchandise and Department Stores-0.82%
Consumer Services-0.94%
Leisure-1.80%
Auto-1.85%
Specialty Stores-2.05%
Retail Distributors-2.44%
Luxury-2.83%
Consumer Durables-2.98%
Industry PE
  • Investors are most optimistic about the Auto industry which is trading above its 3-year average PE ratio of 21.8x.
    • 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 37% over the next 5 years.
  • This is better than its past earnings decline of 8.9% 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
2105 Cheng Shin Rubber IndNT$31.552.6%
+NT$2.6b		-37.6%PE21.1x
2101 Nankang Rubber TireLtdNT$37.759.1%
+NT$2.3b		-14.9%PE33.9x
2497 E-Lead ElectronicNT$52.1018.1%
+NT$982.4m		0.6%PE22.3x
2915 Ruentex IndustriesNT$47.901.9%
+NT$961.0m		-20.0%PE5.3x
2206 Sanyang MotorNT$60.001.9%
+NT$865.1m		-16.1%PE10.4x

Latest News

2497
NT$52.10
E-Lead Electronic
7D
18.1%
1Y
0.6%
1477
NT$219.00
Makalot Industrial
7D
-11.3%
1Y
-30.8%
8464
NT$337.00
Nien Made Enterprise
7D
-2.3%
1Y
-14.9%
3552
NT$55.40
Tung Thih Electronic
7D
15.9%
1Y
-21.9%
2206
NT$60.00
Sanyang Motor
7D
1.9%
1Y
-16.1%
2374
NT$66.50
Ability Enterprise
7D
-7.9%
1Y
44.6%
2915
NT$47.90
Ruentex Industries
7D
1.9%
1Y
-20.0%
1319
NT$80.10
Tong Yang Industry
7D
-4.0%
1Y
-39.1%
2101
NT$37.75
Nankang Rubber TireLtd
7D
9.1%
1Y
-14.9%
2106
NT$18.70
Kenda Rubber Industrial
7D
4.2%
1Y
-29.4%
4419
NT$53.50
King House
7D
7.9%
1Y
4.9%
2258
NT$27.30
Foxtron Vehicle Technologies
7D
-5.9%
1Y
-37.2%
2105
NT$31.55
Cheng Shin Rubber Ind
7D
2.6%
1Y
-37.6%
2207
NT$485.50
Hotai MotorLtd
7D
-2.4%
1Y
-20.5%
9910
NT$79.00
Feng Tay Enterprises
7D
-2.5%
1Y
-34.4%
1476
NT$322.50
Eclat Textile
7D
-6.1%
1Y
-26.5%