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Taiwanese (TAIEX) Consumer Discretionary Sector Analysis

UpdatedApr 14, 2025
DataAggregated Company Financials
Companies344
  • 7D-11.8%
  • 3M-11.4%
  • 1Y-17.6%
  • YTD-13.6%

Over the last 7 days, the Consumer Discretionary industry has dropped 12%, driven by pullbacks in Lai Yih Footwear and Eclat Textile of 26% and 19%, respectively. On the other hand Golden Win International is actually up 8.2%. However, the industry is down 18% over the past year. Earnings are forecast to grow by 14% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 14 Apr 2025NT$3.2tNT$2.9tNT$197.5b15.5x16x1.1x
Wed, 12 Mar 2025NT$3.7tNT$2.9tNT$190.1b19.2x19.6x1.3x
Fri, 07 Feb 2025NT$3.7tNT$2.9tNT$186.1b19x19.8x1.3x
Sun, 05 Jan 2025NT$3.6tNT$2.9tNT$185.6b18.7x19.2x1.2x
Tue, 03 Dec 2024NT$3.7tNT$2.9tNT$185.6b19x19.8x1.3x
Thu, 31 Oct 2024NT$3.7tNT$2.8tNT$187.6b19x19.9x1.3x
Sat, 28 Sep 2024NT$3.9tNT$2.8tNT$187.6b19.6x20.8x1.4x
Mon, 26 Aug 2024NT$3.8tNT$2.8tNT$186.3b18.8x20.2x1.3x
Wed, 24 Jul 2024NT$3.8tNT$2.8tNT$184.0b19.9x20.8x1.4x
Fri, 21 Jun 2024NT$3.9tNT$2.8tNT$183.5b20.4x21.1x1.4x
Sun, 19 May 2024NT$3.8tNT$2.7tNT$177.3b21.8x21.2x1.4x
Tue, 16 Apr 2024NT$3.6tNT$2.7tNT$159.5b22x22.9x1.3x
Thu, 14 Mar 2024NT$3.6tNT$2.7tNT$128.3b20.7x27.7x1.3x
Sat, 10 Feb 2024NT$3.4tNT$2.7tNT$124.4b20.7x27.5x1.3x
Mon, 08 Jan 2024NT$3.5tNT$2.7tNT$124.7b21.2x28.2x1.3x
Wed, 06 Dec 2023NT$3.6tNT$2.7tNT$124.7b20.8x28.5x1.3x
Fri, 03 Nov 2023NT$3.3tNT$2.7tNT$114.5b18.3x28.6x1.2x
Sun, 01 Oct 2023NT$3.3tNT$2.7tNT$115.6b19.1x28.6x1.2x
Tue, 29 Aug 2023NT$3.3tNT$2.7tNT$116.9b18.6x27.9x1.2x
Thu, 27 Jul 2023NT$3.5tNT$2.9tNT$100.7b18.5x34.7x1.2x
Sat, 24 Jun 2023NT$3.6tNT$2.9tNT$103.8b20.3x35x1.2x
Mon, 22 May 2023NT$3.5tNT$2.9tNT$115.3b17.8x30.2x1.2x
Wed, 19 Apr 2023NT$3.4tNT$2.9tNT$119.5b16.6x28.2x1.2x
Fri, 17 Mar 2023NT$3.1tNT$2.9tNT$154.0b15.1x20.4x1.1x
Sun, 12 Feb 2023NT$3.2tNT$2.9tNT$155.9b14.8x20.4x1.1x
Tue, 10 Jan 2023NT$3.1tNT$2.9tNT$155.9b14.4x20x1.1x
Thu, 08 Dec 2022NT$3.1tNT$2.9tNT$156.0b14.4x19.8x1.1x
Sat, 05 Nov 2022NT$2.8tNT$2.8tNT$150.2b14.9x18.7x1x
Mon, 03 Oct 2022NT$2.8tNT$2.8tNT$149.6b15.6x18.8x1x
Wed, 31 Aug 2022NT$3.0tNT$2.8tNT$149.4b16.5x20.2x1.1x
Fri, 29 Jul 2022NT$2.9tNT$2.7tNT$155.1b15.7x18.9x1.1x
Sun, 26 Jun 2022NT$3.0tNT$2.7tNT$155.0b15.9x19.5x1.1x
Tue, 24 May 2022NT$2.9tNT$2.7tNT$155.0b15.3x18.8x1.1x
Thu, 21 Apr 2022NT$3.1tNT$2.7tNT$164.7b16.7x18.8x1.2x
Price to Earnings Ratio

18.8x


Total Market Cap: NT$3.1tTotal Earnings: NT$164.7bTotal 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 16.0x which is lower than its 3-year average PE of 23.2x.
  • The 3-year average PS ratio of 1.2x is higher than the industry's current PS ratio of 1.1x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have grown 6.2% per year over the last three years.
  • Revenues for these companies have grown 3.6% 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 Market-8.50%
Consumer Discretionary-11.78%
Online Retail and Ecommerce0%0
Specialty Stores-3.51%
Retail Distributors-4.80%
General Merchandise and Department Stores-6.53%
Consumer Services-7.80%
Hospitality-8.08%
Auto Components-9.41%
Auto-13.01%
Consumer Durables-14.42%
Leisure-16.01%
Luxury-16.73%
Industry PE
  • Investors are most optimistic about the General Merchandise and Department Stores industry even though it's trading below its 3-year average PE ratio of 33.4x.
    • Analysts are expecting annual earnings growth of 7.6%, which is higher than its past year's earnings decline of 1.9% per year.
  • Investors are most pessimistic about the Luxury industry, which is trading below its 3-year average of 17.6x.
Forecasted Growth
  • Analysts are most optimistic on the Leisure industry, expecting annual earnings growth of 30% over the next 5 years.
  • This is better than its past earnings growth rate of 24% per year.
  • In contrast, the General Merchandise and Department Stores industry is expected to see its earnings grow by 7.6% 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$599.008.5%
+NT$26.2b		-5.7%PE16.3x
2105 Cheng Shin Rubber IndNT$48.255.9%
+NT$8.8b		-2.4%PE19.5x
1319 Tong Yang IndustryNT$126.006.3%
+NT$4.4b		-1.2%PE17x
5904 POYA InternationalNT$467.006.7%
+NT$3.1b		-3.1%PE17.5x
2206 Sanyang MotorNT$69.505.9%
+NT$3.1b		-8.7%PE11.5x
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1736

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8937

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2206

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Sanyang Motor

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1319

NT$126.00

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5904

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