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Taiwanese (TAIEX) Consumer Discretionary Sector Analysis

UpdatedSep 21, 2026
DataAggregated Company Financials
Companies353
  • 7D1.3%
  • 3M-2.3%
  • 1Y-13.1%
  • YTD-7.5%

Over the last 7 days, the Consumer Discretionary industry has risen 1.3%, driven by gains from Ruentex Industries of 4.4%. In contrast, the industry has lost 13% in the last 12 months. Looking forward, 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, 21 Sep 2026NT$2.8tNT$2.9tNT$211.9b14.8x13.4x1x
Wed, 19 Aug 2026NT$2.8tNT$2.9tNT$209.6b15.4x13.6x1x
Fri, 17 Jul 2026NT$2.9tNT$2.9tNT$155.2b17.3x18.6x1x
Sun, 14 Jun 2026NT$2.9tNT$2.9tNT$154.5b17.8x18.9x1x
Tue, 12 May 2026NT$2.8tNT$2.9tNT$147.1b17.5x18.8x1x
Thu, 09 Apr 2026NT$2.8tNT$2.9tNT$149.0b16.9x18.7x1x
Sat, 07 Mar 2026NT$2.9tNT$2.9tNT$143.6b17.2x20.4x1x
Mon, 02 Feb 2026NT$3.0tNT$2.9tNT$144.9b17.6x20.9x1x
Wed, 31 Dec 2025NT$3.0tNT$2.9tNT$144.5b17.8x21x1.1x
Fri, 28 Nov 2025NT$3.2tNT$2.9tNT$144.3b18x21.9x1.1x
Sun, 26 Oct 2025NT$3.2tNT$2.9tNT$150.7b18.3x21x1.1x
Tue, 23 Sep 2025NT$3.2tNT$2.9tNT$150.7b19.2x21.4x1.1x
Thu, 21 Aug 2025NT$3.1tNT$2.9tNT$152.4b18.1x20.6x1.1x
Sat, 19 Jul 2025NT$3.2tNT$3.0tNT$187.4b16.7x16.8x1.1x
Mon, 16 Jun 2025NT$3.2tNT$3.0tNT$187.6b16.8x17.2x1.1x
Wed, 14 May 2025NT$3.4tNT$2.9tNT$195.6b17.5x17.4x1.2x
Fri, 11 Apr 2025NT$3.1tNT$2.9tNT$197.3b15.5x15.8x1.1x
Sun, 09 Mar 2025NT$3.8tNT$2.9tNT$189.0b19.4x20.1x1.3x
Tue, 04 Feb 2025NT$3.6tNT$2.9tNT$186.1b18.7x19.5x1.3x
Thu, 02 Jan 2025NT$3.6tNT$2.9tNT$185.6b18.5x19.2x1.2x
Sat, 30 Nov 2024NT$3.7tNT$2.9tNT$185.6b18.6x19.7x1.3x
Mon, 28 Oct 2024NT$3.8tNT$2.8tNT$187.6b19.2x20.1x1.3x
Wed, 25 Sep 2024NT$3.9tNT$2.8tNT$187.6b19.3x20.6x1.4x
Fri, 23 Aug 2024NT$3.7tNT$2.8tNT$185.7b18.8x20.2x1.3x
Sun, 21 Jul 2024NT$3.8tNT$2.8tNT$184.0b20.1x20.9x1.4x
Tue, 18 Jun 2024NT$3.8tNT$2.8tNT$183.5b20.5x21x1.4x
Thu, 16 May 2024NT$3.8tNT$2.7tNT$166.8b21.9x22.5x1.4x
Sat, 13 Apr 2024NT$3.6tNT$2.7tNT$158.5b22x23x1.3x
Mon, 11 Mar 2024NT$3.5tNT$2.7tNT$128.3b20.6x27.4x1.3x
Wed, 07 Feb 2024NT$3.4tNT$2.7tNT$124.1b20.6x27.6x1.3x
Fri, 05 Jan 2024NT$3.5tNT$2.7tNT$124.8b21x28.2x1.3x
Sun, 03 Dec 2023NT$3.6tNT$2.7tNT$124.7b20.9x28.5x1.3x
Tue, 31 Oct 2023NT$3.2tNT$2.7tNT$114.4b18x28.3x1.2x
Thu, 28 Sep 2023NT$3.3tNT$2.7tNT$115.6b18.9x28.6x1.2x
Price to Earnings Ratio

28.6x


Total Market Cap: NT$3.3tTotal Earnings: NT$115.6bTotal Revenue: NT$2.7tTotal Market Cap vs Earnings and Revenue0%0%0%
Taiwanese Consumer Discretionary Sector Price to Earnings3Y Average 21x202420252026
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 13.4x which is lower than its 3-year average PE of 21.0x.
  • The 3-year average PS ratio of 1.2x is higher than the industry's current PS ratio of 0.97x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have grown 22% per year over the last three years.
  • Revenues for these companies have grown 2.2% 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 Market2.64%
Consumer Discretionary1.27%
Consumer Services2.29%
Auto1.90%
Consumer Durables1.88%
Luxury1.63%
Auto Components1.33%
General Merchandise and Department Stores0.97%
Specialty Stores0.91%
Leisure0.60%
Retail Distributors0.45%
Hospitality0.36%
Online Retail and Ecommerce0%0
Industry PE
  • Investors are most optimistic about the Auto industry which is trading above its 3-year average PE ratio of 31.5x.
    • Analysts are expecting annual earnings growth of 47.1%, which is higher than its past year's earnings growth of 0.4% 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 Auto industry, expecting annual earnings growth of 47% over the next 5 years.
  • This is better than its past earnings growth rate of 0.4% per year.
  • In contrast, the Luxury industry is expected to see its earnings grow by 4.1% 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
2915 Ruentex IndustriesNT$59.304.6%
+NT$2.8b		12.3%PE1.9x
9904 Pou ChenNT$24.853.3%
+NT$2.4b		-14.2%PE2.7x
2489 AmTRAN TechnologyLtdNT$43.009.4%
+NT$2.3b		184.7%PE31x
2258 Foxtron Vehicle TechnologiesNT$31.354.2%
+NT$2.2b		-19.6%PS15.6x
8932 WiselinkNT$94.904.7%
+NT$1.8b		5.7%PE53.1x

Latest News

8932
NT$94.90
Wiselink
7D
4.7%
1Y
5.7%
2201
NT$29.25
Yulon Motor
7D
-3.8%
1Y
-17.3%
2489
NT$43.00
AmTRAN TechnologyLtd
7D
9.4%
1Y
184.7%
8464
NT$370.00
Nien Made Enterprise
7D
-2.0%
1Y
-18.2%
2236
NT$109.00
Patec Precision Industry
7D
-9.2%
1Y
3.1%
2207
NT$523.00
Hotai MotorLtd
7D
-2.8%
1Y
-10.9%
6199
NT$114.50
TienPin United Enterprise
7D
13.9%
1Y
12.8%
6605
NT$140.00
Depo Auto Parts Industrial
7D
2.9%
1Y
4.5%
2915
NT$59.30
Ruentex Industries
7D
4.6%
1Y
12.3%
1319
NT$80.30
Tong Yang Industry
7D
2.6%
1Y
-16.0%
9904
NT$24.85
Pou Chen
7D
3.3%
1Y
-14.2%
8033
NT$171.00
Thunder Tiger
7D
-1.7%
1Y
11.4%
2258
NT$31.35
Foxtron Vehicle Technologies
7D
4.2%
1Y
-19.6%
5904
NT$71.30
POYA International
7D
-2.2%
1Y
54.2%
1476
NT$279.00
Eclat Textile
7D
-3.1%
1Y
-36.2%
1477
NT$191.50
Makalot Industrial
7D
-1.5%
1Y
-34.9%