Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

Taiwanese (TAIEX) Consumer Discretionary Sector Analysis

UpdatedMay 03, 2026
DataAggregated Company Financials
Companies350
  • 7D-0.7%
  • 3M-10.2%
  • 1Y-19.5%
  • YTD-10.3%

Over the last 7 days, the Consumer Discretionary industry has remained flat, although notably POYA International gained 6.5%. As for the longer term, the industry has declined 19% in the last year. 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
Sun, 03 May 2026NT$2.7tNT$2.9tNT$149.0b16.6x18.3x0.9x
Tue, 31 Mar 2026NT$2.8tNT$2.9tNT$146.7b16.7x18.9x1x
Thu, 26 Feb 2026NT$3.0tNT$2.9tNT$145.0b18.1x21x1.1x
Sat, 24 Jan 2026NT$3.1tNT$2.9tNT$145.1b18x21.2x1.1x
Mon, 22 Dec 2025NT$3.1tNT$2.9tNT$144.5b18x21.3x1.1x
Wed, 19 Nov 2025NT$3.1tNT$2.9tNT$143.9b17.6x21.2x1.1x
Fri, 17 Oct 2025NT$3.1tNT$2.9tNT$150.7b18.3x20.8x1.1x
Sun, 14 Sep 2025NT$3.2tNT$2.9tNT$150.7b19x21.2x1.1x
Tue, 12 Aug 2025NT$3.2tNT$3.0tNT$180.3b17x17.5x1.1x
Thu, 10 Jul 2025NT$3.2tNT$3.0tNT$187.4b16.5x16.9x1.1x
Sat, 07 Jun 2025NT$3.3tNT$3.0tNT$187.6b16.7x17.4x1.1x
Mon, 05 May 2025NT$3.4tNT$2.9tNT$198.1b16.7x16.9x1.1x
Wed, 02 Apr 2025NT$3.6tNT$2.9tNT$197.1b17.9x18.2x1.2x
Fri, 28 Feb 2025NT$3.8tNT$2.9tNT$186.7b19.7x20.4x1.3x
Sun, 26 Jan 2025NT$3.6tNT$2.9tNT$186.1b18.7x19.6x1.3x
Tue, 24 Dec 2024NT$3.6tNT$2.9tNT$185.6b18.7x19.3x1.3x
Thu, 21 Nov 2024NT$3.7tNT$2.9tNT$185.5b18.7x19.8x1.3x
Sat, 19 Oct 2024NT$3.8tNT$2.8tNT$187.6b19x20.2x1.3x
Mon, 16 Sep 2024NT$3.7tNT$2.8tNT$187.6b18.5x19.9x1.3x
Wed, 14 Aug 2024NT$3.7tNT$2.8tNT$185.6b19.2x19.7x1.3x
Fri, 12 Jul 2024NT$3.8tNT$2.8tNT$184.0b20.2x20.9x1.4x
Sun, 09 Jun 2024NT$3.8tNT$2.7tNT$181.4b20.7x21x1.4x
Tue, 07 May 2024NT$3.7tNT$2.7tNT$161.2b22x23.1x1.4x
Thu, 04 Apr 2024NT$3.6tNT$2.7tNT$158.3b21.7x22.7x1.3x
Sat, 02 Mar 2024NT$3.6tNT$2.7tNT$124.9b20.4x28.4x1.3x
Mon, 29 Jan 2024NT$3.4tNT$2.7tNT$124.2b20.8x27.7x1.3x
Wed, 27 Dec 2023NT$3.5tNT$2.7tNT$124.6b20.9x28.3x1.3x
Fri, 24 Nov 2023NT$3.5tNT$2.7tNT$129.5b20.6x27.2x1.3x
Sun, 22 Oct 2023NT$3.2tNT$2.7tNT$115.6b18.3x28x1.2x
Tue, 19 Sep 2023NT$3.4tNT$2.7tNT$115.6b19.4x29.3x1.2x
Thu, 17 Aug 2023NT$3.3tNT$2.7tNT$119.4b18.5x27.5x1.2x
Sat, 15 Jul 2023NT$3.6tNT$2.9tNT$100.9b19.4x35.2x1.2x
Mon, 12 Jun 2023NT$3.6tNT$2.9tNT$101.8b19.9x35.4x1.2x
Wed, 10 May 2023NT$3.3tNT$2.9tNT$117.9b17x28.2x1.1x
Price to Earnings Ratio

28.2x


Total Market Cap: NT$3.3tTotal Earnings: NT$117.9bTotal Revenue: NT$2.9tTotal Market Cap vs Earnings and Revenue0%0%0%
Taiwanese Consumer Discretionary Sector Price to Earnings3Y Average 22.9x202420252026
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 18.3x which is lower than its 3-year average PE of 22.9x.
  • The 3-year average PS ratio of 1.2x is higher than the industry's current PS ratio of 0.95x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have grown 8.1% 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 Market0.029%
Consumer Discretionary-0.75%
General Merchandise and Department Stores2.31%
Retail Distributors1.27%
Consumer Durables0.87%
Leisure0.41%
Online Retail and Ecommerce0%0
Hospitality-0.21%
Consumer Services-0.77%
Auto-0.99%
Auto Components-1.03%
Luxury-1.28%
Specialty Stores-3.22%
Industry PE
  • Investors are most optimistic about the Auto industry which is trading above its 3-year average PE ratio of 23.9x.
    • 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 18.6x.
Forecasted Growth
  • Analysts are most optimistic on the Leisure industry, expecting annual earnings growth of 29% 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
5904 POYA InternationalNT$575.006.5%
+NT$3.7b		20.9%PE18.2x
1736 Johnson Health Tech .CoNT$122.009.9%
+NT$3.3b		-30.3%PE13.5x
2374 Ability EnterpriseNT$78.4010.0%
+NT$2.3b		88.2%PE32.3x
2489 AmTRAN TechnologyLtdNT$42.109.4%
+NT$2.2b		165.0%PE32.4x
2256 Otobrite ElectronicsNT$91.2033.5%
+NT$895.2m		235.3%n/a

Latest News

5904
NT$575.00
POYA International
7D
6.5%
1Y
20.9%
2489
NT$42.10
AmTRAN TechnologyLtd
7D
9.4%
1Y
165.0%
8464
NT$351.00
Nien Made Enterprise
7D
-1.4%
1Y
-10.8%
2105
NT$31.20
Cheng Shin Rubber Ind
7D
-2.8%
1Y
-37.2%
8927
NT$19.85
North-Star International
7D
-14.1%
1Y
-49.5%
9910
NT$70.10
Feng Tay Enterprises
7D
-4.0%
1Y
-37.1%
9904
NT$25.75
Pou Chen
7D
-3.2%
1Y
-21.0%
2256
NT$91.20
Otobrite Electronics
7D
33.5%
1Y
235.3%
1419
NT$64.40
Shinkong Textile
7D
3.5%
1Y
50.1%
2374
NT$78.40
Ability Enterprise
7D
10.0%
1Y
88.2%
2417
NT$47.15
AVerMedia Technologies
7D
16.4%
1Y
20.0%
8255
NT$136.00
Actron Technology
7D
5.0%
1Y
4.6%
2258
NT$28.45
Foxtron Vehicle Technologies
7D
-3.2%
1Y
-28.5%
2207
NT$476.50
Hotai MotorLtd
7D
-3.4%
1Y
-23.1%
8033
NT$144.00
Thunder Tiger
7D
-6.8%
1Y
125.4%
1736
NT$122.00
Johnson Health Tech .Co
7D
9.9%
1Y
-30.3%