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Taiwanese (TAIEX) Consumer Discretionary Sector Analysis

UpdatedMar 21, 2026
DataAggregated Company Financials
Companies349
  • 7D-0.4%
  • 3M-8.3%
  • 1Y-24.6%
  • YTD-6.7%

Over the last 7 days, the Consumer Discretionary industry has dropped 1.2%, driven by pullbacks in Wiselink and Ruentex Industries of 11% and 6.1%, respectively. Overall the industry is down 25% in 12 months. 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
Sat, 21 Mar 2026NT$2.8tNT$2.9tNT$145.5b17x19.5x1x
Mon, 16 Feb 2026NT$3.0tNT$2.9tNT$144.8b17.9x20.8x1x
Wed, 14 Jan 2026NT$3.0tNT$2.9tNT$144.5b17.9x20.9x1.1x
Fri, 12 Dec 2025NT$3.1tNT$2.9tNT$144.5b18x21.3x1.1x
Sun, 09 Nov 2025NT$3.1tNT$2.9tNT$151.6b18.2x20.5x1.1x
Tue, 07 Oct 2025NT$3.2tNT$2.9tNT$150.7b18.9x21x1.1x
Thu, 04 Sep 2025NT$3.2tNT$2.9tNT$150.8b18.4x21x1.1x
Sat, 02 Aug 2025NT$3.2tNT$3.0tNT$186.9b16.8x16.9x1.1x
Mon, 30 Jun 2025NT$3.2tNT$3.0tNT$187.4b16.8x17.1x1.1x
Wed, 28 May 2025NT$3.4tNT$3.0tNT$187.8b17.1x17.9x1.1x
Fri, 25 Apr 2025NT$3.3tNT$2.9tNT$198.0b15.8x16.4x1.1x
Sun, 23 Mar 2025NT$3.7tNT$2.9tNT$195.9b18.6x19.1x1.3x
Tue, 18 Feb 2025NT$3.7tNT$2.9tNT$186.1b19.4x20x1.3x
Thu, 16 Jan 2025NT$3.6tNT$2.9tNT$185.6b18.4x19.2x1.2x
Sat, 14 Dec 2024NT$3.6tNT$2.9tNT$185.6b18.7x19.5x1.3x
Mon, 11 Nov 2024NT$3.8tNT$2.8tNT$187.3b19.3x20x1.3x
Wed, 09 Oct 2024NT$3.8tNT$2.8tNT$187.6b19x20.3x1.4x
Fri, 06 Sep 2024NT$3.7tNT$2.8tNT$187.6b18.7x19.8x1.3x
Sun, 04 Aug 2024NT$3.8tNT$2.8tNT$184.1b19.9x20.6x1.4x
Tue, 02 Jul 2024NT$3.8tNT$2.8tNT$184.0b20.4x20.8x1.4x
Thu, 30 May 2024NT$3.8tNT$2.7tNT$181.5b20.6x20.7x1.4x
Sat, 27 Apr 2024NT$3.7tNT$2.7tNT$159.9b21.3x22.9x1.3x
Mon, 25 Mar 2024NT$3.6tNT$2.7tNT$153.6b21.4x23.3x1.3x
Wed, 21 Feb 2024NT$3.5tNT$2.7tNT$124.7b20.9x28.1x1.3x
Fri, 19 Jan 2024NT$3.3tNT$2.7tNT$124.8b19.8x26.8x1.2x
Sun, 17 Dec 2023NT$3.6tNT$2.7tNT$124.7b21x28.6x1.3x
Tue, 14 Nov 2023NT$3.3tNT$2.7tNT$111.7b18.9x30x1.2x
Thu, 12 Oct 2023NT$3.3tNT$2.7tNT$115.6b18.7x28.9x1.2x
Sat, 09 Sep 2023NT$3.4tNT$2.7tNT$115.6b18.3x29x1.2x
Mon, 07 Aug 2023NT$3.4tNT$2.7tNT$98.3b18x35.1x1.3x
Wed, 05 Jul 2023NT$3.6tNT$2.9tNT$101.7b20x35.8x1.2x
Fri, 02 Jun 2023NT$3.5tNT$2.9tNT$101.6b19.3x34.6x1.2x
Sun, 30 Apr 2023NT$3.3tNT$2.9tNT$119.3b17.1x27.8x1.1x
Tue, 28 Mar 2023NT$3.3tNT$2.9tNT$128.4b15.5x25.6x1.1x
Price to Earnings Ratio

25.6x


Total Market Cap: NT$3.3tTotal Earnings: NT$128.4bTotal Revenue: NT$2.9tTotal Market Cap vs Earnings and Revenue0%0%0%
Taiwanese Consumer Discretionary Sector Price to Earnings3Y Average 23.2x202420252026
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 19.5x 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 0.99x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have grown 4.2% 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 Market0.85%
Consumer Discretionary-0.40%
Retail Distributors4.62%
General Merchandise and Department Stores1.03%
Specialty Stores0.95%
Auto Components0.92%
Online Retail and Ecommerce0%0
Leisure-0.42%
Consumer Durables-0.66%
Hospitality-0.78%
Luxury-1.57%
Auto-1.86%
Consumer Services-2.50%
Industry PE
  • Investors are most optimistic about the Auto industry which is trading above its 3-year average PE ratio of 20.5x.
    • 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 49% over the next 5 years.
  • This is better than its past earnings decline of 0.4% 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
2207 Hotai MotorLtdNT$496.001.5%
+NT$4.2b		-19.3%PE14.6x
2105 Cheng Shin Rubber IndNT$30.303.1%
+NT$2.9b		-38.8%PE20.2x
2101 Nankang Rubber TireLtdNT$35.3510.8%
+NT$2.5b		-27.2%PE31.8x
6890 Lai Yih FootwearNT$172.506.2%
+NT$2.5b		-54.8%PE13.2x
8033 Thunder TigerNT$152.007.4%
+NT$1.6b		115.6%PE264.7x

Latest News

6574
NT$133.50
Mikobeaute International
7D
48.7%
1Y
153.3%
8454
NT$178.00
momo.com
7D
2.0%
1Y
-49.1%

8454: Board Review And Steady Fair Value Will Shape Future Return Profile

Analysts have kept their momo.com 12 month price target steady at NT$170, citing updated assumptions that include a slightly higher discount rate, a smaller projected revenue decline, a modestly softer profit margin, and a marginally higher future P/E multiple. What's in the News Board meeting scheduled for Mar 4, 2026, to consider and approve the 2025 financial report, which could clarify recent assumptions around revenue, margins, and valuation inputs (Key Developments).
2915
NT$48.55
Ruentex Industries
7D
-6.1%
1Y
-24.8%
1319
NT$83.10
Tong Yang Industry
7D
-3.1%
1Y
-41.1%
2101
NT$35.35
Nankang Rubber TireLtd
7D
10.8%
1Y
-27.2%
9904
NT$28.60
Pou Chen
7D
-3.1%
1Y
-20.2%
2258
NT$30.90
Foxtron Vehicle Technologies
7D
-4.2%
1Y
-37.7%
6890
NT$172.50
Lai Yih Footwear
7D
6.2%
1Y
-54.8%
2105
NT$30.30
Cheng Shin Rubber Ind
7D
3.1%
1Y
-38.8%
2207
NT$496.00
Hotai MotorLtd
7D
1.5%
1Y
-19.3%
8033
NT$152.00
Thunder Tiger
7D
7.4%
1Y
115.6%
9910
NT$81.30
Feng Tay Enterprises
7D
-3.0%
1Y
-37.7%
8932
NT$81.70
Wiselink
7D
-11.2%
1Y
80.4%
1440
NT$13.10
Tainan Spinning
7D
4.0%
1Y
-9.0%
1736
NT$123.00
Johnson Health Tech .Co
7D
-5.0%
1Y
-35.9%
2489
NT$38.65
AmTRAN TechnologyLtd
7D
-6.5%
1Y
98.1%