Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

Taiwanese (TAIEX) Consumer Discretionary Sector Analysis

UpdatedJun 30, 2026
DataAggregated Company Financials
Companies351
  • 7D-1.6%
  • 3M3.3%
  • 1Y-11.6%
  • YTD-7.0%

Over the last 7 days, the Consumer Discretionary industry has dropped 1.6%, driven by declines in momo.com and Lai Yih Footwear of 9.3% and 13%, respectively. On the other hand Johnson Health Tech .Co is actually up 12%. Overall the industry is down 12% in 12 months. Earnings are forecast to grow by 20% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 30 Jun 2026NT$2.8tNT$2.9tNT$154.5b17.8x18.4x1x
Thu, 28 May 2026NT$2.7tNT$2.9tNT$154.6b16.6x17.6x0.9x
Sat, 25 Apr 2026NT$2.7tNT$2.9tNT$148.9b16.8x18.5x1x
Mon, 23 Mar 2026NT$2.8tNT$2.9tNT$145.4b17x19.5x1x
Wed, 18 Feb 2026NT$3.0tNT$2.9tNT$144.8b17.9x20.8x1x
Fri, 16 Jan 2026NT$3.1tNT$2.9tNT$144.5b18x21.4x1.1x
Sun, 14 Dec 2025NT$3.1tNT$2.9tNT$144.5b18.1x21.4x1.1x
Tue, 11 Nov 2025NT$3.1tNT$2.9tNT$152.5b18.1x20.3x1.1x
Thu, 09 Oct 2025NT$3.2tNT$2.9tNT$150.7b18.9x21.2x1.1x
Sat, 06 Sep 2025NT$3.2tNT$2.9tNT$150.8b18.8x21.3x1.1x
Mon, 04 Aug 2025NT$3.2tNT$3.0tNT$186.6b16.8x16.9x1.1x
Wed, 02 Jul 2025NT$3.2tNT$3.0tNT$187.4b16.8x16.9x1.1x
Fri, 30 May 2025NT$3.4tNT$3.0tNT$187.8b17.1x18x1.1x
Sun, 27 Apr 2025NT$3.3tNT$2.9tNT$198.2b16x16.5x1.1x
Tue, 25 Mar 2025NT$3.7tNT$2.9tNT$196.1b18.5x18.9x1.3x
Thu, 20 Feb 2025NT$3.7tNT$2.9tNT$186.1b19.4x20.1x1.3x
Sat, 18 Jan 2025NT$3.6tNT$2.9tNT$185.6b18.6x19.4x1.3x
Mon, 16 Dec 2024NT$3.6tNT$2.9tNT$185.6b18.7x19.5x1.3x
Wed, 13 Nov 2024NT$3.7tNT$2.8tNT$187.2b18.8x19.6x1.3x
Fri, 11 Oct 2024NT$3.8tNT$2.8tNT$187.6b19.2x20.2x1.3x
Sun, 08 Sep 2024NT$3.7tNT$2.8tNT$187.6b18.8x20x1.3x
Tue, 06 Aug 2024NT$3.5tNT$2.8tNT$184.1b18.6x19.1x1.3x
Thu, 04 Jul 2024NT$3.8tNT$2.8tNT$184.0b20.3x20.8x1.4x
Sat, 01 Jun 2024NT$3.8tNT$2.7tNT$181.4b20.3x20.8x1.4x
Mon, 29 Apr 2024NT$3.7tNT$2.7tNT$160.0b21.3x22.9x1.3x
Wed, 27 Mar 2024NT$3.6tNT$2.7tNT$154.1b21.3x23.1x1.3x
Fri, 23 Feb 2024NT$3.5tNT$2.7tNT$124.7b20.5x28.2x1.3x
Sun, 21 Jan 2024NT$3.4tNT$2.7tNT$124.8b20.2x26.9x1.2x
Tue, 19 Dec 2023NT$3.6tNT$2.7tNT$124.7b20.8x28.6x1.3x
Thu, 16 Nov 2023NT$3.5tNT$2.7tNT$127.3b19.9x27.4x1.3x
Sat, 14 Oct 2023NT$3.3tNT$2.7tNT$115.6b18.9x28.9x1.2x
Mon, 11 Sep 2023NT$3.4tNT$2.7tNT$115.6b18.3x29x1.2x
Wed, 09 Aug 2023NT$3.4tNT$2.7tNT$97.4b18.5x35.2x1.3x
Fri, 07 Jul 2023NT$3.6tNT$2.9tNT$101.7b19.4x35.2x1.2x
Price to Earnings Ratio

35.2x


Total Market Cap: NT$3.6tTotal Earnings: NT$101.7bTotal Revenue: NT$2.9tTotal Market Cap vs Earnings and Revenue0%0%0%
Taiwanese Consumer Discretionary Sector Price to Earnings3Y Average 22.2x202420252026
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 18.4x which is lower than its 3-year average PE of 22.2x.
  • The 3-year average PS ratio of 1.2x is higher than the industry's current PS ratio of 0.99x.
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 Market-5.96%
Consumer Discretionary-1.62%
Retail Distributors3.59%
Leisure0.71%
Specialty Stores0.16%
Online Retail and Ecommerce0%0
Hospitality-0.60%
Luxury-1.11%
Consumer Durables-2.23%
Auto-2.76%
Auto Components-3.49%
General Merchandise and Department Stores-4.05%
Consumer Services-4.18%
Industry PE
  • Investors are most optimistic about the Auto industry which is trading above its 3-year average PE ratio of 28.1x.
    • Analysts are expecting annual earnings growth of 36.5%, which is higher than its past year's earnings decline of 40.1% per year.
  • Investors are most pessimistic about the Luxury industry, which is trading below its 3-year average of 18.4x.
Forecasted Growth
  • Analysts are most optimistic on the Auto industry, expecting annual earnings growth of 37% over the next 5 years.
  • This is better than its past earnings decline of 40% per year.
  • In contrast, the General Merchandise and Department Stores industry is expected to see its earnings grow by 9.9% 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
8033 Thunder TigerNT$169.5020.2%
+NT$4.3b		184.4%PE251.8x
1736 Johnson Health Tech .CoNT$125.5010.1%
+NT$3.5b		-27.7%PE15.2x
8932 WiselinkNT$110.009.5%
+NT$3.4b		85.6%PE55.6x
1444 Lealea EnterpriseNT$8.9629.5%
+NT$2.0b		38.9%PS1.2x
9921 Giant ManufacturingNT$78.806.9%
+NT$2.0b		-27.4%PE198.1x

Latest News

6890
NT$195.50
Lai Yih Footwear
7D
-17.9%
1Y
-30.7%
6768
NT$74.80
Sports Gear
7D
-14.2%
1Y
-29.8%
9914
NT$78.20
Merida Industry
7D
8.5%
1Y
-24.1%
6670
NT$252.00
FuSheng Precision
7D
-12.2%
1Y
-17.4%
4551
NT$223.00
Global PMX
7D
-9.0%
1Y
85.1%
2489
NT$43.10
AmTRAN TechnologyLtd
7D
-9.0%
1Y
171.3%
8454
NT$294.50
momo.com
7D
-10.8%
1Y
15.0%
2105
NT$29.85
Cheng Shin Rubber Ind
7D
1.9%
1Y
-22.2%
2207
NT$470.50
Hotai MotorLtd
7D
-3.0%
1Y
-19.4%
1736
NT$125.50
Johnson Health Tech .Co
7D
10.1%
1Y
-27.7%
9921
NT$78.80
Giant Manufacturing
7D
6.9%
1Y
-27.4%
8932
NT$110.00
Wiselink
7D
9.5%
1Y
85.6%
2258
NT$32.55
Foxtron Vehicle Technologies
7D
-4.3%
1Y
-25.8%
1444
NT$8.96
Lealea Enterprise
7D
29.5%
1Y
38.9%
8033
NT$169.50
Thunder Tiger
7D
20.2%
1Y
184.4%