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Taiwanese (TAIEX) Consumer Discretionary Sector Analysis

UpdatedJan 06, 2026
DataAggregated Company Financials
Companies348
  • 7D-1.8%
  • 3M-6.6%
  • 1Y-18.7%
  • YTD-1.0%

Over the last 7 days, the Consumer Discretionary industry has remained flat, although notably Eurocharm Holdings gained 13%. As for the longer term, the industry has declined 17% in the last year. Looking forward, earnings are forecast to grow by 18% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 06 Jan 2026NT$3.0tNT$2.9tNT$144.5b17.7x20.7x1x
Thu, 04 Dec 2025NT$3.1tNT$2.9tNT$144.5b17.9x21.7x1.1x
Sat, 01 Nov 2025NT$3.1tNT$2.9tNT$150.6b18.1x20.4x1x
Mon, 29 Sep 2025NT$3.2tNT$2.9tNT$150.7b18.8x21.1x1.1x
Wed, 27 Aug 2025NT$3.2tNT$2.9tNT$152.1b18.4x20.9x1.1x
Fri, 25 Jul 2025NT$3.2tNT$3.0tNT$187.4b16.7x17x1.1x
Sun, 22 Jun 2025NT$3.1tNT$3.0tNT$187.6b16.7x16.6x1.1x
Tue, 20 May 2025NT$3.4tNT$3.0tNT$187.8b17.2x18x1.1x
Thu, 17 Apr 2025NT$3.2tNT$2.9tNT$196.6b15.7x16.4x1.1x
Sat, 15 Mar 2025NT$3.7tNT$2.9tNT$192.9b18.9x19.1x1.3x
Mon, 10 Feb 2025NT$3.7tNT$2.9tNT$186.1b19.2x19.9x1.3x
Wed, 08 Jan 2025NT$3.6tNT$2.9tNT$185.6b18.7x19.4x1.3x
Fri, 06 Dec 2024NT$3.7tNT$2.9tNT$185.6b19.1x19.9x1.3x
Sun, 03 Nov 2024NT$3.7tNT$2.8tNT$187.5b19x19.9x1.3x
Tue, 01 Oct 2024NT$3.9tNT$2.8tNT$187.6b19.2x20.7x1.4x
Thu, 29 Aug 2024NT$3.8tNT$2.8tNT$187.5b18.9x20.3x1.4x
Sat, 27 Jul 2024NT$3.8tNT$2.8tNT$183.8b20x20.7x1.4x
Mon, 24 Jun 2024NT$3.9tNT$2.8tNT$183.5b20.3x21.1x1.4x
Wed, 22 May 2024NT$3.7tNT$2.7tNT$181.5b20.5x20.6x1.4x
Fri, 19 Apr 2024NT$3.6tNT$2.7tNT$159.5b21.6x22.6x1.3x
Sun, 17 Mar 2024NT$3.6tNT$2.7tNT$145.0b20.9x24.6x1.3x
Tue, 13 Feb 2024NT$3.4tNT$2.7tNT$124.4b20.7x27.5x1.3x
Thu, 11 Jan 2024NT$3.5tNT$2.7tNT$124.7b20.7x28x1.3x
Sat, 09 Dec 2023NT$3.6tNT$2.7tNT$124.7b20.9x28.5x1.3x
Mon, 06 Nov 2023NT$3.3tNT$2.7tNT$113.7b18.5x29.2x1.2x
Wed, 04 Oct 2023NT$3.3tNT$2.7tNT$115.6b19.1x28.9x1.2x
Fri, 01 Sep 2023NT$3.3tNT$2.7tNT$115.6b18.7x28.7x1.2x
Sun, 30 Jul 2023NT$3.5tNT$2.9tNT$100.6b18.7x34.8x1.2x
Tue, 27 Jun 2023NT$3.6tNT$2.9tNT$101.7b20.1x35.6x1.2x
Thu, 25 May 2023NT$3.5tNT$2.9tNT$114.6b17.8x30.5x1.2x
Sat, 22 Apr 2023NT$3.3tNT$2.9tNT$119.5b16.4x27.5x1.1x
Mon, 20 Mar 2023NT$2.9tNT$2.7tNT$121.7b14.9x23.6x1.1x
Wed, 15 Feb 2023NT$3.2tNT$2.9tNT$155.9b14.8x20.6x1.1x
Fri, 13 Jan 2023NT$3.1tNT$2.9tNT$155.9b14.4x20x1.1x
Price to Earnings Ratio

20x


Total Market Cap: NT$3.1tTotal Earnings: NT$155.9bTotal 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 20.9x 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 1.0x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have declined 2.5% per year over the last three years.
  • Meanwhile revenues have remained mostly flat.
  • This means that although sales have remained flat, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.

Industry Trends

Which industries have driven the changes within the Taiwanese Consumer Discretionary sector?

TW Market4.22%
Consumer Discretionary-1.79%
Online Retail and Ecommerce0%0
Consumer Services-0.21%
Auto Components-1.01%
Consumer Durables-1.07%
Hospitality-1.08%
General Merchandise and Department Stores-1.29%
Retail Distributors-1.43%
Specialty Stores-1.87%
Auto-2.23%
Leisure-2.50%
Luxury-2.51%
Industry PE
  • Investors are most optimistic about the Auto industry which is trading above its 3-year average PE ratio of 29.4x.
    • 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 close to its 3-year average of 18.1x.
Forecasted Growth
  • Analysts are most optimistic on the Leisure industry, expecting annual earnings growth of 32% over the next 5 years.
  • This is better than its past earnings growth rate of 25% 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
8464 Nien Made EnterpriseNT$371.502.9%
+NT$3.1b		-12.1%PE16.6x
2489 AmTRAN TechnologyLtdNT$17.3015.3%
+NT$1.4b		-17.2%PE12.2x
5288 Eurocharm HoldingsNT$147.0012.2%
+NT$1.1b		-27.6%PE10x
9904 Pou ChenNT$30.400.7%
+NT$589.4m		-18.2%PE8x
8932 WiselinkNT$169.501.8%
+NT$533.5m		93.8%PE45.9x

Latest News

2489
NT$17.30
AmTRAN TechnologyLtd
7D
15.3%
1Y
-17.2%
8454
NT$203.00
momo.com
7D
-3.3%
1Y
-38.0%

8454: Future Profit Margin Squeeze Will Set Up Attractive Upside Potential

Analysts have modestly lowered their price target on momo.com from $430.00 to $409.52, citing a sharper expected compression in profit margins, which more than offsets slightly stronger revenue growth assumptions and a higher projected earnings multiple. What's in the News The board of directors has scheduled a meeting for November 6, 2025, to review and approve the 2025 Q3 financial report (Key Developments).
2201
NT$31.75
Yulon Motor
7D
-5.6%
1Y
-38.6%
9904
NT$30.40
Pou Chen
7D
0.7%
1Y
-18.2%
2258
NT$40.85
Foxtron Vehicle Technologies
7D
-3.4%
1Y
-9.7%
2207
NT$547.00
Hotai MotorLtd
7D
-1.6%
1Y
-11.2%
9921
NT$87.60
Giant Manufacturing
7D
-7.4%
1Y
-39.8%
6890
NT$235.00
Lai Yih Footwear
7D
-6.2%
1Y
-41.0%
4551
NT$117.00
Global PMX
7D
3.1%
1Y
9.3%
8932
NT$169.50
Wiselink
7D
1.8%
1Y
93.8%
9910
NT$106.50
Feng Tay Enterprises
7D
-8.2%
1Y
-22.5%
8464
NT$371.50
Nien Made Enterprise
7D
2.9%
1Y
-12.1%
8938
NT$72.60
Advanced International Multitech
7D
4.6%
1Y
-3.3%
5288
NT$147.00
Eurocharm Holdings
7D
12.2%
1Y
-27.6%
5904
NT$442.00
POYA International
7D
1.1%
1Y
-8.4%
1477
NT$291.50
Makalot Industrial
7D
-2.5%
1Y
-11.0%