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Taiwanese (TAIEX) Consumer Discretionary Sector Analysis

UpdatedApr 21, 2026
DataAggregated Company Financials
Companies350
  • 7D1.1%
  • 3M-9.5%
  • 1Y-12.0%
  • YTD-7.4%

The Consumer Discretionary industry is up 1.6% in the last week, with Eclat Textile up 8.9%. Meanwhile, AmTRAN TechnologyLtd actually underperformed within the industry, shrinking 11% in the last week. In contrast, the industry has lost 13% in the last 12 months. Looking forward, earnings are forecast to grow by 13% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 21 Apr 2026NT$2.8tNT$2.9tNT$148.8b16.9x18.9x1x
Thu, 19 Mar 2026NT$2.9tNT$2.9tNT$144.4b17.2x19.9x1x
Sat, 14 Feb 2026NT$3.0tNT$2.9tNT$144.8b17.9x20.8x1x
Mon, 12 Jan 2026NT$3.0tNT$2.9tNT$144.5b17.8x20.9x1.1x
Wed, 10 Dec 2025NT$3.1tNT$2.9tNT$144.5b18.1x21.5x1.1x
Fri, 07 Nov 2025NT$3.1tNT$2.9tNT$151.2b18.2x20.6x1.1x
Sun, 05 Oct 2025NT$3.2tNT$2.9tNT$150.7b18.9x21x1.1x
Tue, 02 Sep 2025NT$3.2tNT$2.9tNT$150.8b18.7x20.9x1.1x
Thu, 31 Jul 2025NT$3.2tNT$3.0tNT$186.8b16.8x17x1.1x
Sat, 28 Jun 2025NT$3.2tNT$3.0tNT$187.4b16.8x17.1x1.1x
Mon, 26 May 2025NT$3.4tNT$3.0tNT$187.8b17.3x18x1.1x
Wed, 23 Apr 2025NT$3.2tNT$2.9tNT$196.6b15.3x16.1x1.1x
Fri, 21 Mar 2025NT$3.8tNT$2.9tNT$195.4b18.8x19.2x1.3x
Sun, 16 Feb 2025NT$3.7tNT$2.9tNT$186.1b19.3x20x1.3x
Tue, 14 Jan 2025NT$3.5tNT$2.9tNT$185.6b17.9x18.9x1.2x
Thu, 12 Dec 2024NT$3.6tNT$2.9tNT$185.6b18.9x19.5x1.3x
Sat, 09 Nov 2024NT$3.8tNT$2.8tNT$186.4b19.2x20.1x1.3x
Mon, 07 Oct 2024NT$3.8tNT$2.8tNT$187.6b19.4x20.4x1.4x
Wed, 04 Sep 2024NT$3.8tNT$2.8tNT$187.6b19x20.3x1.4x
Fri, 02 Aug 2024NT$3.9tNT$2.8tNT$184.2b20.2x21.1x1.4x
Sun, 30 Jun 2024NT$3.8tNT$2.8tNT$184.0b20.4x20.9x1.4x
Tue, 28 May 2024NT$3.7tNT$2.7tNT$181.5b20.5x20.6x1.4x
Thu, 25 Apr 2024NT$3.6tNT$2.7tNT$159.5b21.3x22.8x1.3x
Sat, 23 Mar 2024NT$3.6tNT$2.7tNT$153.9b21.4x23.3x1.3x
Mon, 19 Feb 2024NT$3.5tNT$2.7tNT$124.7b20.9x27.9x1.3x
Wed, 17 Jan 2024NT$3.4tNT$2.7tNT$124.8b20.1x27.4x1.3x
Fri, 15 Dec 2023NT$3.5tNT$2.7tNT$124.7b20.7x28.3x1.3x
Sun, 12 Nov 2023NT$3.3tNT$2.7tNT$111.9b18.7x29.9x1.2x
Tue, 10 Oct 2023NT$3.3tNT$2.7tNT$115.6b18.8x28.7x1.2x
Thu, 07 Sep 2023NT$3.4tNT$2.7tNT$115.6b18.7x29x1.2x
Sat, 05 Aug 2023NT$3.4tNT$2.7tNT$99.9b17.8x34.5x1.3x
Mon, 03 Jul 2023NT$3.6tNT$2.9tNT$101.7b19.9x35.6x1.2x
Wed, 31 May 2023NT$3.5tNT$2.9tNT$101.8b18.4x34x1.2x
Fri, 28 Apr 2023NT$3.3tNT$2.9tNT$119.6b16.4x27.5x1.1x
Price to Earnings Ratio

27.5x


Total Market Cap: NT$3.3tTotal Earnings: NT$119.6bTotal Revenue: NT$2.9tTotal Market Cap vs Earnings and Revenue0%0%0%
Taiwanese Consumer Discretionary Sector Price to Earnings3Y Average 23x202420252026
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 18.9x which is lower than its 3-year average PE of 23.0x.
  • The 3-year average PS ratio of 1.2x is higher than the industry's current PS ratio of 0.98x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have grown 7.6% 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 Market4.74%
Consumer Discretionary1.11%
Luxury2.59%
Leisure2.04%
Specialty Stores1.24%
Retail Distributors1.11%
Auto Components0.96%
Consumer Services0.41%
General Merchandise and Department Stores0.36%
Auto0.32%
Online Retail and Ecommerce0%0
Consumer Durables-0.15%
Hospitality-0.87%
Industry PE
  • Investors are most optimistic about the Auto industry which is trading above its 3-year average PE ratio of 23.2x.
    • 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 37% over the next 5 years.
  • This is better than its past earnings decline of 8.9% 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
1476 Eclat TextileNT$354.008.9%
+NT$8.0b		-3.7%PE17.6x
8932 WiselinkNT$98.8020.9%
+NT$6.1b		146.2%PE53.5x
2207 Hotai MotorLtdNT$507.001.8%
+NT$5.0b		-14.6%PE14.9x
6890 Lai Yih FootwearNT$168.0011.3%
+NT$4.2b		-50.9%PE12.9x
8033 Thunder TigerNT$154.5018.8%
+NT$3.7b		168.7%PE269.1x

Latest News

7821
NT$51.80
MiTAC Digital Technology
7D
-23.7%
1Y
42.9%
8932
NT$98.80
Wiselink
7D
20.9%
1Y
146.2%
8454
NT$174.50
momo.com
7D
-3.3%
1Y
-41.3%
6890
NT$168.00
Lai Yih Footwear
7D
11.3%
1Y
-50.9%
2707
NT$179.00
Formosa International Hotels
7D
-7.5%
1Y
-8.0%
2489
NT$42.60
AmTRAN TechnologyLtd
7D
-10.7%
1Y
181.0%
9904
NT$27.50
Pou Chen
7D
-1.8%
1Y
-8.5%
1477
NT$225.00
Makalot Industrial
7D
4.4%
1Y
-8.9%
8937
NT$33.90
Her Chee Industrial
7D
-10.8%
1Y
5.5%
2206
NT$57.50
Sanyang Motor
7D
-3.5%
1Y
-17.0%
2915
NT$44.55
Ruentex Industries
7D
-4.5%
1Y
-15.8%
2258
NT$28.40
Foxtron Vehicle Technologies
7D
3.5%
1Y
-27.7%
2207
NT$507.00
Hotai MotorLtd
7D
1.8%
1Y
-14.6%
8033
NT$154.50
Thunder Tiger
7D
18.8%
1Y
168.7%
1476
NT$354.00
Eclat Textile
7D
8.9%
1Y
-3.7%
5904
NT$519.00
POYA International
7D
2.8%
1Y
14.0%