Header cover image

Taiwanese (TAIEX) Consumer Discretionary Sector Analysis

UpdatedNov 24, 2023
DataAggregated Company Financials
Companies325
  • 7D0.6%
  • 3M5.3%
  • 1Y14.0%
  • YTD13.0%

Over the last 7 days, the Consumer Discretionary industry has risen 3.6%, driven by gains from Hotai MotorLtd of 4.1%. In the last 12 months, the industry was up 16%. As for the next few years, earnings are expected to grow by 22% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 25 Nov 2023NT$3.5tNT$2.7tNT$129.5b20.6x27.2x1.3x
Mon, 23 Oct 2023NT$3.2tNT$2.7tNT$115.6b18.3x28x1.2x
Wed, 20 Sep 2023NT$3.4tNT$2.7tNT$115.6b19.3x29.2x1.2x
Fri, 18 Aug 2023NT$3.3tNT$2.7tNT$119.2b19x27.7x1.2x
Sun, 16 Jul 2023NT$3.6tNT$2.9tNT$100.9b19.3x35.2x1.2x
Tue, 13 Jun 2023NT$3.6tNT$2.9tNT$102.9b19.7x34.7x1.2x
Thu, 11 May 2023NT$3.3tNT$2.9tNT$117.7b17.3x28.2x1.1x
Sat, 08 Apr 2023NT$3.3tNT$2.9tNT$123.7b16.4x26.5x1.1x
Mon, 06 Mar 2023NT$3.3tNT$2.9tNT$155.6b16x21.1x1.1x
Wed, 01 Feb 2023NT$3.2tNT$2.9tNT$155.9b14.5x20.5x1.1x
Fri, 30 Dec 2022NT$3.0tNT$2.9tNT$155.9b14.1x19.4x1.1x
Sun, 27 Nov 2022NT$3.0tNT$2.9tNT$155.8b13.9x19.3x1x
Tue, 25 Oct 2022NT$2.7tNT$2.8tNT$149.6b14.8x18.1x1x
Thu, 22 Sep 2022NT$3.0tNT$2.8tNT$149.6b16.1x20.1x1.1x
Sat, 20 Aug 2022NT$3.0tNT$2.8tNT$149.0b16.3x20.2x1.1x
Mon, 18 Jul 2022NT$2.9tNT$2.7tNT$155.1b15.5x18.6x1.1x
Wed, 15 Jun 2022NT$3.0tNT$2.7tNT$155.1b15.9x19.3x1.1x
Fri, 13 May 2022NT$2.9tNT$2.7tNT$158.6b15.7x18.1x1.1x
Sun, 10 Apr 2022NT$3.1tNT$2.7tNT$164.3b16.6x19x1.2x
Tue, 08 Mar 2022NT$3.1tNT$2.7tNT$170.0b16.2x18.3x1.2x
Thu, 03 Feb 2022NT$3.2tNT$2.7tNT$168.7b16.8x19.2x1.2x
Sat, 01 Jan 2022NT$3.5tNT$2.7tNT$168.7b17.5x20.5x1.3x
Mon, 29 Nov 2021NT$3.4tNT$2.7tNT$168.8b17.4x20x1.3x
Wed, 27 Oct 2021NT$3.4tNT$2.7tNT$179.4b15.3x19x1.3x
Fri, 24 Sep 2021NT$3.4tNT$2.7tNT$179.3b15.3x19.1x1.3x
Sun, 22 Aug 2021NT$3.2tNT$2.7tNT$179.3b15.7x18x1.2x
Fri, 09 Jul 2021NT$3.6tNT$2.7tNT$179.3b16.4x20x1.3x
Thu, 01 Apr 2021NT$3.3tNT$2.6tNT$168.8b17.6x19.4x1.3x
Sun, 03 Jan 2021NT$3.0tNT$2.5tNT$126.5b20.4x23.7x1.2x
Price to Earnings Ratio

34.5x


Total Market Cap: NT$3.0tTotal Earnings: NT$85.9bTotal Revenue: NT$2.5tTotal Market Cap vs Earnings and Revenue0%0%0%
Taiwanese Consumer Discretionary Sector Price to Earnings3Y Average 22.7x202120222023
Current Industry PE
  • Investors are optimistic on the Taiwanese Consumer Discretionary industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 27.8x which is higher than its 3-year average PE of 22.7x.
  • The industry is trading close to its 3-year average PS ratio of 1.2x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have grown 14% per year over the last three years.
  • Revenues for these companies have grown 3.3% 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 Market0.88%
Consumer Discretionary0.63%
Leisure2.55%
Consumer Durables1.10%
Specialty Stores1.01%
Auto Components1.01%
Consumer Services0.94%
Hospitality0.70%
Retail Distributors0.66%
General Merchandise and Department Stores0.54%
Auto0.31%
Online Retail and Ecommerce0%
Luxury-0.46%
Industry PE
  • Investors are most optimistic about the Auto industry which is trading above its 3-year average PE ratio of 28.7x.
    • It looks like they are confident that earnings will grow faster in the future than they have historically.
  • Investors are most pessimistic about the Leisure industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 15.2x.
Forecasted Growth
  • Analysts are most optimistic on the Luxury industry, expecting annual earnings growth of 28% over the next 5 years.
  • This is better than its past earnings decline of 37% per year.
  • In contrast, the Leisure industry is expected to see its earnings grow by 14% 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$694.001.6%
+NT$6.1b		11.1%PE41.6x
8464 Nien Made EnterpriseNT$342.502.5%
+NT$2.5b		23.4%PE18.1x
8467 Bonny WorldwideNT$138.5027.6%
+NT$1.5b		144.3%PE23.5x
8442 WW HoldingNT$105.5020.3%
+NT$1.2b		37.0%PE10.8x
3059 AltekNT$39.7511.3%
+NT$1.1b		8.6%PE29x
Simply Wall St™
Simply Wall Street Pty Ltd
Level 7, 320 Pitt Street, Sydney
Download on the App StoreGet it on Google Play
Popular Markets
USAUUKINCAZA
About UsCareersPlansLogin
Help CenterLatest CoveragePodcastsAffiliate ProgramBusiness & Enterprise
Financial Services GuideTerms and ConditionsPrivacy Policy
Simply Wall Street Pty Ltd (ACN 600 056 611), is a Corporate Authorised Representative (Authorised Representative Number: 467183) of Sanlam Private Wealth Pty Ltd (AFSL No. 337927). Any advice contained in this website is general advice only and has been prepared without considering your objectives, financial situation or needs. You should not rely on any advice and/or information contained in this website and before making any investment decision we recommend that you consider whether it is appropriate for your situation and seek appropriate financial, taxation and legal advice. Please read our Financial Services Guide before deciding whether to obtain financial services from us.

Latest News

2201

NT$78.50

Yulon Motor

7D

-2.1%

1Y

29.5%

8442

NT$105.50

WW Holding

7D

20.3%

1Y

37.0%

9802

NT$139.00

Fulgent Sun International (Holding)

7D

3.0%

1Y

-7.3%

2731

NT$138.00

Lion Travel Service

7D

-11.3%

1Y

46.7%

8467

NT$138.50

Bonny Worldwide

7D

27.6%

1Y

144.3%

3059

NT$39.75

Altek

7D

11.3%

1Y

8.6%

9910

NT$181.00

Feng Tay Enterprises

7D

-1.6%

1Y

9.6%

2207

NT$694.00

Hotai MotorLtd

7D

1.6%

1Y

11.1%

2727

NT$238.00

Wowprime

7D

-6.5%

1Y

76.2%

2105

NT$46.10

Cheng Shin Rubber Ind

7D

-1.0%

1Y

34.2%

2915

NT$61.40

Ruentex Industries

7D

-3.0%

1Y

-7.0%

8464

NT$342.50

Nien Made Enterprise

7D

2.5%

1Y

23.4%

8478

NT$385.00

Alexander Marine

7D

2.1%

1Y

20.3%

8454

NT$502.00

momo.com

7D

-1.2%

1Y

-7.5%

2206

NT$74.70

Sanyang Motor

7D

1.9%

1Y

106.9%

2707

NT$221.00

Formosa International Hotels

7D

-9.8%

1Y

10.8%