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Taiwanese (TAIEX) Consumer Discretionary Sector Analysis

UpdatedFeb 03, 2026
DataAggregated Company Financials
Companies349
  • 7D-3.3%
  • 3M-3.3%
  • 1Y-18.9%
  • YTD-1.4%

The Consumer Discretionary industry is down 3.3% over the last week with Eclat Textile the worst performer, down 4.1%. In contrast, Global View has gained 15%. The industry has fallen 19% 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, 03 Feb 2026NT$3.0tNT$2.9tNT$144.9b17.6x20.7x1x
Thu, 01 Jan 2026NT$3.0tNT$2.9tNT$144.5b17.9x21x1.1x
Sat, 29 Nov 2025NT$3.2tNT$2.9tNT$144.3b18.2x21.9x1.1x
Mon, 27 Oct 2025NT$3.2tNT$2.9tNT$150.7b18.3x21x1.1x
Wed, 24 Sep 2025NT$3.2tNT$2.9tNT$150.7b19x21.2x1.1x
Fri, 22 Aug 2025NT$3.2tNT$2.9tNT$152.3b18.2x20.8x1.1x
Sun, 20 Jul 2025NT$3.2tNT$3.0tNT$187.4b16.7x16.8x1.1x
Tue, 17 Jun 2025NT$3.2tNT$3.0tNT$187.6b16.8x17.2x1.1x
Thu, 15 May 2025NT$3.4tNT$3.0tNT$192.9b17.6x17.8x1.2x
Sat, 12 Apr 2025NT$3.2tNT$2.9tNT$197.4b15.5x16x1.1x
Mon, 10 Mar 2025NT$3.8tNT$2.9tNT$189.1b19.4x20x1.3x
Wed, 05 Feb 2025NT$3.6tNT$2.9tNT$186.1b18.9x19.4x1.3x
Fri, 03 Jan 2025NT$3.6tNT$2.9tNT$185.6b18.6x19.2x1.2x
Sun, 01 Dec 2024NT$3.7tNT$2.9tNT$185.6b18.6x19.7x1.3x
Tue, 29 Oct 2024NT$3.8tNT$2.8tNT$187.6b19.1x20.1x1.3x
Thu, 26 Sep 2024NT$3.9tNT$2.8tNT$187.6b19.4x20.7x1.4x
Sat, 24 Aug 2024NT$3.8tNT$2.8tNT$185.7b19x20.2x1.3x
Mon, 22 Jul 2024NT$3.8tNT$2.8tNT$184.0b20.1x20.9x1.4x
Wed, 19 Jun 2024NT$3.9tNT$2.8tNT$183.5b20.7x21x1.4x
Fri, 17 May 2024NT$3.8tNT$2.7tNT$170.9b22.1x22.1x1.4x
Sun, 14 Apr 2024NT$3.6tNT$2.7tNT$158.5b22x23x1.3x
Tue, 12 Mar 2024NT$3.5tNT$2.7tNT$128.3b20.7x27.6x1.3x
Thu, 08 Feb 2024NT$3.4tNT$2.7tNT$124.1b20.6x27.6x1.3x
Sat, 06 Jan 2024NT$3.5tNT$2.7tNT$124.7b21.2x28.2x1.3x
Mon, 04 Dec 2023NT$3.6tNT$2.7tNT$124.7b20.9x28.5x1.3x
Wed, 01 Nov 2023NT$3.2tNT$2.7tNT$114.4b17.9x28.1x1.2x
Fri, 29 Sep 2023NT$3.3tNT$2.7tNT$115.6b19.1x28.6x1.2x
Sun, 27 Aug 2023NT$3.3tNT$2.7tNT$116.9b18.8x28x1.2x
Tue, 25 Jul 2023NT$3.5tNT$2.9tNT$100.7b18.6x34.3x1.2x
Thu, 22 Jun 2023NT$3.6tNT$2.9tNT$103.8b20.3x35x1.2x
Sat, 20 May 2023NT$3.5tNT$2.9tNT$115.4b17.8x30.1x1.2x
Mon, 17 Apr 2023NT$3.4tNT$2.9tNT$119.5b16.6x28.1x1.2x
Wed, 15 Mar 2023NT$3.2tNT$2.9tNT$154.7b15.3x20.6x1.1x
Fri, 10 Feb 2023NT$3.2tNT$2.9tNT$155.9b14.9x20.5x1.1x
Price to Earnings Ratio

20.5x


Total Market Cap: NT$3.2tTotal 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 20.7x 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 2.4% 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 Market-1.47%
Consumer Discretionary-3.30%
Online Retail and Ecommerce0%0
General Merchandise and Department Stores-0.97%
Specialty Stores-1.40%
Retail Distributors-1.60%
Auto-2.44%
Hospitality-3.33%
Luxury-3.50%
Consumer Durables-3.52%
Leisure-4.17%
Auto Components-4.71%
Consumer Services-6.26%
Industry PE
  • Investors are most optimistic about the Auto industry which is trading above its 3-year average PE ratio of 26.0x.
    • 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 18.3x.
Forecasted Growth
  • Analysts are most optimistic on the Leisure industry, expecting annual earnings growth of 37% 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
5904 POYA InternationalNT$411.004.3%
+NT$1.8b		-13.0%PE14.8x
8932 WiselinkNT$208.002.0%
+NT$711.0m		122.2%PE56.3x
3040 Global ViewNT$54.0014.9%
+NT$441.0m		13.0%PE97.5x
1454 Taiwan Taffeta FabricNT$16.6027.2%
+NT$433.5m		11.4%PS1.3x
2206 Sanyang MotorNT$59.700.8%
+NT$393.1m		-15.2%PE10x

Latest News

1419
NT$70.40
Shinkong Textile
7D
-10.8%
1Y
67.6%
2374
NT$79.60
Ability Enterprise
7D
-10.9%
1Y
61.2%
3040
NT$54.00
Global View
7D
14.9%
1Y
13.0%
7883
NT$260.00
Feastogether Group
7D
-14.3%
1Y
n/a
9910
NT$92.80
Feng Tay Enterprises
7D
-4.2%
1Y
-26.9%
2207
NT$526.00
Hotai MotorLtd
7D
-3.0%
1Y
-12.6%
6890
NT$215.00
Lai Yih Footwear
7D
-11.2%
1Y
-52.5%
2903
NT$22.25
Far Eastern Department Stores
7D
0.7%
1Y
2.8%
2206
NT$59.70
Sanyang Motor
7D
0.8%
1Y
-15.2%
4564
NT$17.45
Mosa Industrial
7D
4.8%
1Y
-22.8%
8932
NT$208.00
Wiselink
7D
2.0%
1Y
122.2%
2105
NT$29.90
Cheng Shin Rubber Ind
7D
-4.5%
1Y
-41.0%
8464
NT$413.50
Nien Made Enterprise
7D
-2.6%
1Y
-5.6%
1454
NT$16.60
Taiwan Taffeta Fabric
7D
27.2%
1Y
11.4%
6596
NT$145.50
Kuang Hong Arts Management Incorporation
7D
3.9%
1Y
66.1%
5904
NT$411.00
POYA International
7D
4.3%
1Y
-13.0%