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Taiwanese (TAIEX) Consumer Discretionary Sector Analysis

UpdatedNov 26, 2021
DataAggregated Company Financials
Companies310
  • 7D-0.9%
  • 3M2.0%
  • 1Y11.8%
  • YTD11.2%

Over the last 7 days, the Consumer Discretionary industry has remained flat, although notably Hotai MotorLtd gained 3.8%. The past year has been better, since the industry has gained 13% in that time.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPE
Fri, 26 Nov 2021NT$3.4tNT$2.7tNT$168.8b17.5x
Sun, 24 Oct 2021NT$3.4tNT$2.7tNT$179.4b15.3x
Tue, 21 Sep 2021NT$3.5tNT$2.7tNT$179.3b15.5x
Thu, 19 Aug 2021NT$3.2tNT$2.7tNT$179.3b15.6x
Thu, 03 Jun 2021NT$3.4tNT$2.6tNT$169.6b17.9x
Sun, 07 Mar 2021NT$3.1tNT$2.5tNT$126.5b21.3x
Wed, 09 Dec 2020NT$3.0tNT$2.5tNT$85.9b21.3x
Tue, 01 Sep 2020NT$2.8tNT$2.5tNT$75.9b21.1x
Fri, 05 Jun 2020NT$2.5tNT$2.6tNT$82.7b18x
Mon, 09 Mar 2020NT$2.6tNT$2.6tNT$101.3b16.8x
Sun, 01 Dec 2019NT$2.7tNT$2.6tNT$127.3b17.7x
Wed, 04 Sep 2019NT$2.6tNT$2.6tNT$127.5b17.6x
Sat, 08 Jun 2019NT$2.6tNT$2.6tNT$133.4b17.4x
Fri, 01 Mar 2019NT$2.4tNT$2.6tNT$127.6b16.7x
Mon, 03 Dec 2018NT$2.2tNT$2.5tNT$145.1b15.6x
PE Ratio

15.6x

Total Market Cap: NT$2.2tTotal Earnings: NT$145.1bTotal Revenue: NT$2.5t0%0%0%3 Year10 Year
201920202021

Current Industry PE: Investors are relatively neutral on the industry at the moment, considering it's trading close to its 3-year average PE ratio of 17.9x. It appears they believe that earnings will grow in-line with historical growth rates.

Past Earnings Growth: The earnings for companies in the Consumer Discretionary industry have grown 4.8% 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?

Consumer Durables2.64%
Leisure1.04%
General Merchanise and Department Stores0.83%
Auto-0.45%
Consumer Services-0.52%
Auto Components-0.58%
Hospitality-0.65%
Luxury-1.67%
Online Retail and Ecommerce-2.68%
Retail Distributors-2.82%
Specialty Stores-3.14%

Industry PE: Investors are most optimistic about the Online Retail and Ecommerce industry which is trading above its 3-year average PE ratio of 28.5x. This is likely because analysts are expecting annual earnings growth of 25%, which is higher than its past year's earnings growth of 18% per year. Meanwhile, investors are most pessimistic about the Auto industry, which is trading below its 3-year average of 13.2x.

Forecasted Growth: Analysts are most optimistic on the Consumer Services industry, expecting annual earnings growth of 51% over the next 5 years. This is better than its past earnings decline of 14% per year. Meanwhile, the Leisure industry is expected to see its earnings grow by 14% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

Company7D1YValuation
8464 Nien Made Enterprise2.9%+NT$3.2b17.1%PE22.1x
2497 E-Lead Electronic37.6%+NT$1.9b111.3%PE382.9x
2489 AmTRAN TechnologyLtd10.4%+NT$1.4b60.2%PE2.5x
2239 Cayman Engley Industrial10.4%+NT$908.7m-17.4%PE16.2x
1419 Shinkong Textile6.0%+NT$748.1m3.9%PE27.1x
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