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Taiwanese (TAIEX) Consumer Discretionary Sector Analysis

UpdatedAug 24, 2026
DataAggregated Company Financials
Companies353
  • 7D0.4%
  • 3M4.8%
  • 1Y-10.2%
  • YTD-6.0%

Over the last 7 days, the Consumer Discretionary industry has remained flat, although notably Cheng Shin Rubber Ind gained 3.8%. As for the longer term, the industry has declined 10% in the last year. As for the next few years, earnings are expected to grow by 15% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 24 Aug 2026NT$2.9tNT$2.9tNT$211.9b15.3x13.6x1x
Wed, 22 Jul 2026NT$2.9tNT$2.9tNT$155.2b17.5x18.4x1x
Fri, 19 Jun 2026NT$2.9tNT$2.9tNT$154.6b17.8x18.8x1x
Sun, 17 May 2026NT$2.7tNT$2.9tNT$146.3b16.9x18.6x0.9x
Tue, 14 Apr 2026NT$2.8tNT$2.9tNT$149.0b16.9x18.7x1x
Thu, 12 Mar 2026NT$2.9tNT$2.9tNT$143.7b16.9x20.1x1x
Sat, 07 Feb 2026NT$3.0tNT$2.9tNT$144.8b17.7x20.7x1x
Mon, 05 Jan 2026NT$3.0tNT$2.9tNT$144.5b17.9x20.9x1x
Wed, 03 Dec 2025NT$3.1tNT$2.9tNT$144.5b17.9x21.8x1.1x
Fri, 31 Oct 2025NT$3.1tNT$2.9tNT$150.6b18.1x20.5x1.1x
Sun, 28 Sep 2025NT$3.2tNT$2.9tNT$150.7b18.8x21.1x1.1x
Tue, 26 Aug 2025NT$3.2tNT$2.9tNT$152.1b18.2x21x1.1x
Thu, 24 Jul 2025NT$3.2tNT$3.0tNT$187.4b16.8x17x1.1x
Sat, 21 Jun 2025NT$3.1tNT$3.0tNT$187.6b16.7x16.6x1.1x
Mon, 19 May 2025NT$3.4tNT$3.0tNT$187.9b17.2x18.2x1.2x
Wed, 16 Apr 2025NT$3.3tNT$2.9tNT$197.5b16.2x16.5x1.1x
Fri, 14 Mar 2025NT$3.7tNT$2.9tNT$191.6b18.9x19.2x1.3x
Sun, 09 Feb 2025NT$3.7tNT$2.9tNT$186.1b19.2x19.9x1.3x
Tue, 07 Jan 2025NT$3.6tNT$2.9tNT$185.6b18.9x19.5x1.3x
Thu, 05 Dec 2024NT$3.7tNT$2.9tNT$185.6b18.9x20.1x1.3x
Sat, 02 Nov 2024NT$3.7tNT$2.8tNT$187.5b19x19.9x1.3x
Mon, 30 Sep 2024NT$3.9tNT$2.8tNT$187.6b19.6x20.8x1.4x
Wed, 28 Aug 2024NT$3.8tNT$2.8tNT$186.3b18.8x20.4x1.3x
Fri, 26 Jul 2024NT$3.8tNT$2.8tNT$183.8b20x20.8x1.4x
Sun, 23 Jun 2024NT$3.9tNT$2.8tNT$183.5b20.3x21.1x1.4x
Tue, 21 May 2024NT$3.8tNT$2.7tNT$181.5b20.3x20.7x1.4x
Thu, 18 Apr 2024NT$3.6tNT$2.7tNT$159.4b21.6x22.3x1.3x
Sat, 16 Mar 2024NT$3.6tNT$2.7tNT$140.2b20.8x25.4x1.3x
Mon, 12 Feb 2024NT$3.4tNT$2.7tNT$124.4b20.7x27.5x1.3x
Wed, 10 Jan 2024NT$3.5tNT$2.7tNT$124.7b20.9x28.2x1.3x
Fri, 08 Dec 2023NT$3.6tNT$2.7tNT$124.7b20.9x28.5x1.3x
Sun, 05 Nov 2023NT$3.3tNT$2.7tNT$113.9b18.5x29.2x1.2x
Tue, 03 Oct 2023NT$3.3tNT$2.7tNT$115.6b19.2x28.9x1.2x
Thu, 31 Aug 2023NT$3.3tNT$2.7tNT$115.8b18.8x28.7x1.2x
Price to Earnings Ratio

28.7x


Total Market Cap: NT$3.3tTotal Earnings: NT$115.8bTotal Revenue: NT$2.7tTotal Market Cap vs Earnings and Revenue0%0%0%
Taiwanese Consumer Discretionary Sector Price to Earnings3Y Average 21.4x202420252026
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 13.6x which is lower than its 3-year average PE of 21.4x.
  • 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 22% per year over the last three years.
  • Revenues for these companies have grown 2.2% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

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

TW Market-1.40%
Consumer Discretionary0.36%
Auto3.62%
Hospitality2.00%
Specialty Stores0.91%
Leisure0.55%
Auto Components0.54%
Retail Distributors0.38%
Consumer Durables0.13%
Online Retail and Ecommerce0%0
Luxury-0.51%
Consumer Services-1.21%
General Merchandise and Department Stores-2.63%
Industry PE
  • Investors are most optimistic about the Auto industry which is trading above its 3-year average PE ratio of 31.6x.
    • Analysts are expecting annual earnings growth of 47.1%, which is higher than its past year's earnings growth of 0.4% per year.
  • Investors are most pessimistic about the Luxury industry, which is trading below its 3-year average of 18.0x.
Forecasted Growth
  • Analysts are most optimistic on the Auto industry, expecting annual earnings growth of 47% over the next 5 years.
  • This is better than its past earnings growth rate of 0.4% per year.
  • In contrast, the Luxury industry is expected to see its earnings grow by 6.0% per year 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$522.001.4%
+NT$3.9b		-8.7%PE12.7x
2489 AmTRAN TechnologyLtdNT$36.9014.6%
+NT$2.9b		148.0%PE26.6x
9921 Giant ManufacturingNT$104.006.8%
+NT$2.6b		-1.4%PE67.2x
2723 Gourmet MasterNT$77.5021.7%
+NT$2.5b		-2.3%PS0.8x
2105 Cheng Shin Rubber IndNT$31.452.3%
+NT$2.3b		-19.7%PE17.2x

Latest News

2489
NT$36.90
AmTRAN TechnologyLtd
7D
14.6%
1Y
148.0%
8454
NT$251.00
momo.com
7D
-4.2%
1Y
-2.7%
Narrative Update • Aug 22

8454: Higher Profitability Assumptions Will Support Future Upside Potential

Analysts have raised their price target on momo.com from NT$243 to NT$318, reflecting updated assumptions that combine a lower discount rate with changes to revenue growth, profit margin and future P/E expectations. What's in the News for momo.com momo.com has scheduled a board meeting for July 31, 2026.
8932
NT$105.50
Wiselink
7D
-4.1%
1Y
6.6%
9921
NT$104.00
Giant Manufacturing
7D
6.8%
1Y
-1.4%
7883
NT$239.50
Feastogether Group
7D
-11.5%
1Y
n/a
4551
NT$154.00
Global PMX
7D
-9.7%
1Y
-3.1%
2207
NT$522.00
Hotai MotorLtd
7D
1.4%
1Y
-8.7%
2206
NT$64.00
Sanyang Motor
7D
3.6%
1Y
-0.9%
8937
NT$26.95
Her Chee Industrial
7D
15.4%
1Y
-28.1%
2903
NT$22.80
Far Eastern Department Stores
7D
5.6%
1Y
8.3%
2105
NT$31.45
Cheng Shin Rubber Ind
7D
2.3%
1Y
-19.7%
4441
NT$177.00
Great Giant Fibre Garment
7D
-9.7%
1Y
-32.2%
8464
NT$360.50
Nien Made Enterprise
7D
-3.0%
1Y
-20.3%
2374
NT$67.10
Ability Enterprise
7D
-5.4%
1Y
-4.3%
1736
NT$127.00
Johnson Health Tech .Co
7D
-3.4%
1Y
-13.9%
2723
NT$77.50
Gourmet Master
7D
21.7%
1Y
-2.3%