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Taiwanese (TAIEX) Consumer Discretionary Sector Analysis

UpdatedMar 07, 2026
DataAggregated Company Financials
Companies348
  • 7D-4.5%
  • 3M-6.9%
  • 1Y-23.1%
  • YTD-3.5%

Over the last 7 days, the Consumer Discretionary industry has dropped 4.6%, driven by Hotai MotorLtd declining 12%. Meanwhile, AmTRAN TechnologyLtd actually outperformed within the industry, gaining 10% in the last week. Overall the industry is down 24% in 12 months. 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
Sat, 07 Mar 2026NT$2.9tNT$2.9tNT$143.6b17.2x20.4x1x
Mon, 02 Feb 2026NT$3.0tNT$2.9tNT$144.9b17.6x20.9x1x
Wed, 31 Dec 2025NT$3.0tNT$2.9tNT$144.5b17.8x21x1.1x
Fri, 28 Nov 2025NT$3.2tNT$2.9tNT$144.3b18x21.9x1.1x
Sun, 26 Oct 2025NT$3.2tNT$2.9tNT$150.7b18.3x21x1.1x
Tue, 23 Sep 2025NT$3.2tNT$2.9tNT$150.7b19.2x21.4x1.1x
Thu, 21 Aug 2025NT$3.1tNT$2.9tNT$152.4b18.1x20.6x1.1x
Sat, 19 Jul 2025NT$3.2tNT$3.0tNT$187.4b16.7x16.8x1.1x
Mon, 16 Jun 2025NT$3.2tNT$3.0tNT$187.6b16.8x17.2x1.1x
Wed, 14 May 2025NT$3.4tNT$2.9tNT$195.6b17.5x17.4x1.2x
Fri, 11 Apr 2025NT$3.1tNT$2.9tNT$197.3b15.5x15.8x1.1x
Sun, 09 Mar 2025NT$3.8tNT$2.9tNT$189.0b19.4x20.1x1.3x
Tue, 04 Feb 2025NT$3.6tNT$2.9tNT$186.1b18.7x19.5x1.3x
Thu, 02 Jan 2025NT$3.6tNT$2.9tNT$185.6b18.5x19.2x1.2x
Sat, 30 Nov 2024NT$3.7tNT$2.9tNT$185.6b18.6x19.7x1.3x
Mon, 28 Oct 2024NT$3.8tNT$2.8tNT$187.6b19.2x20.1x1.3x
Wed, 25 Sep 2024NT$3.9tNT$2.8tNT$187.6b19.3x20.6x1.4x
Fri, 23 Aug 2024NT$3.7tNT$2.8tNT$185.7b18.8x20.2x1.3x
Sun, 21 Jul 2024NT$3.8tNT$2.8tNT$184.0b20.1x20.9x1.4x
Tue, 18 Jun 2024NT$3.8tNT$2.8tNT$183.5b20.5x21x1.4x
Thu, 16 May 2024NT$3.8tNT$2.7tNT$166.8b21.9x22.5x1.4x
Sat, 13 Apr 2024NT$3.6tNT$2.7tNT$158.5b22x23x1.3x
Mon, 11 Mar 2024NT$3.5tNT$2.7tNT$128.3b20.6x27.4x1.3x
Wed, 07 Feb 2024NT$3.4tNT$2.7tNT$124.1b20.6x27.6x1.3x
Fri, 05 Jan 2024NT$3.5tNT$2.7tNT$124.8b21x28.2x1.3x
Sun, 03 Dec 2023NT$3.6tNT$2.7tNT$124.7b20.9x28.5x1.3x
Tue, 31 Oct 2023NT$3.2tNT$2.7tNT$114.4b18x28.3x1.2x
Thu, 28 Sep 2023NT$3.3tNT$2.7tNT$115.6b18.9x28.6x1.2x
Sat, 26 Aug 2023NT$3.3tNT$2.7tNT$116.8b18.8x28x1.2x
Mon, 24 Jul 2023NT$3.5tNT$2.9tNT$100.7b18.5x34.6x1.2x
Wed, 21 Jun 2023NT$3.6tNT$2.9tNT$103.4b20.6x35x1.2x
Fri, 19 May 2023NT$3.5tNT$2.9tNT$116.1b18x30x1.2x
Sun, 16 Apr 2023NT$3.4tNT$2.9tNT$119.5b16.6x28.1x1.2x
Tue, 14 Mar 2023NT$3.2tNT$2.9tNT$154.7b15.4x20.9x1.1x
Price to Earnings Ratio

20.9x


Total Market Cap: NT$3.2tTotal Earnings: NT$154.7bTotal 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 20.3x 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 2.3% 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-4.98%
Consumer Discretionary-4.52%
Online Retail and Ecommerce0%0
Hospitality-1.11%
Leisure-1.71%
Retail Distributors-1.95%
General Merchandise and Department Stores-2.94%
Consumer Services-3.88%
Luxury-3.97%
Consumer Durables-4.26%
Auto Components-4.76%
Auto-5.20%
Specialty Stores-9.81%
Industry PE
  • Investors are most optimistic about the Auto industry which is trading above its 3-year average PE ratio of 21.9x.
    • 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 close to its 3-year average of 18.4x.
Forecasted Growth
  • Analysts are most optimistic on the Leisure industry, expecting annual earnings growth of 34% over the next 5 years.
  • This is better than its past earnings growth rate of 11% per year.
  • In contrast, the General Merchandise and Department Stores industry is expected to see its earnings grow by 2.1% 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
2489 AmTRAN TechnologyLtdNT$43.6510.2%
+NT$2.5b		120.6%PE33.6x
1736 Johnson Health Tech .CoNT$142.504.8%
+NT$2.0b		-30.5%PE15.2x
2616 Shan-Loong TransportationLtdNT$21.7559.9%
+NT$1.1b		23.2%PS0.4x
2727 WowprimeNT$228.004.1%
+NT$745.7m		-5.0%PE14.9x
9911 Taiwan SakuraNT$89.003.0%
+NT$572.2m		2.7%PE15.1x

Latest News

1476
NT$394.00
Eclat Textile
7D
-6.9%
1Y
-26.4%
6890
NT$178.00
Lai Yih Footwear
7D
-12.3%
1Y
-54.4%
2727
NT$228.00
Wowprime
7D
4.1%
1Y
-5.0%
8464
NT$376.00
Nien Made Enterprise
7D
-6.8%
1Y
-13.1%
2489
NT$43.65
AmTRAN TechnologyLtd
7D
10.2%
1Y
120.6%
2258
NT$35.80
Foxtron Vehicle Technologies
7D
-9.6%
1Y
-22.3%
9911
NT$89.00
Taiwan Sakura
7D
3.0%
1Y
2.7%
1319
NT$93.00
Tong Yang Industry
7D
-6.8%
1Y
-23.8%
9910
NT$90.60
Feng Tay Enterprises
7D
-3.4%
1Y
-32.9%
2254
NT$72.50
Coplus
7D
7.2%
1Y
2.4%
8927
NT$25.10
North-Star International
7D
4.1%
1Y
-47.2%
2207
NT$512.00
Hotai MotorLtd
7D
-12.5%
1Y
-15.1%
1736
NT$142.50
Johnson Health Tech .Co
7D
4.8%
1Y
-30.5%
2616
NT$21.75
Shan-Loong TransportationLtd
7D
59.9%
1Y
23.2%
6670
NT$269.00
FuSheng Precision
7D
1.3%
1Y
-16.1%
2105
NT$29.35
Cheng Shin Rubber Ind
7D
-6.2%
1Y
-41.8%