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Taiwanese (TAIEX) Consumer Discretionary Sector Analysis

UpdatedJun 15, 2026
DataAggregated Company Financials
Companies350
  • 7D-0.1%
  • 3M1.8%
  • 1Y-10.5%
  • YTD-4.5%

The Consumer Discretionary is pretty flat in the last 7 days, but Feng Tay Enterprises has stood out, gaining 20%. Unfortunately though, the industry is down 11% over the past 12 months. Earnings are forecast to grow by 20% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 15 Jun 2026NT$2.9tNT$2.9tNT$154.5b17.8x18.9x1x
Wed, 13 May 2026NT$2.8tNT$2.9tNT$147.2b17.5x18.7x1x
Fri, 10 Apr 2026NT$2.8tNT$2.9tNT$149.0b16.8x18.6x1x
Sun, 08 Mar 2026NT$2.9tNT$2.9tNT$143.4b17.2x20.4x1x
Tue, 03 Feb 2026NT$3.0tNT$2.9tNT$144.9b17.6x20.7x1x
Thu, 01 Jan 2026NT$3.0tNT$2.9tNT$144.5b17.9x21x1.1x
Sat, 29 Nov 2025NT$3.2tNT$2.9tNT$144.3b18.2x21.9x1.1x
Mon, 27 Oct 2025NT$3.2tNT$2.9tNT$150.7b18.3x21x1.1x
Wed, 24 Sep 2025NT$3.2tNT$2.9tNT$150.7b19x21.2x1.1x
Fri, 22 Aug 2025NT$3.2tNT$2.9tNT$152.3b18.2x20.8x1.1x
Sun, 20 Jul 2025NT$3.2tNT$3.0tNT$187.4b16.7x16.8x1.1x
Tue, 17 Jun 2025NT$3.2tNT$3.0tNT$187.6b16.8x17.2x1.1x
Thu, 15 May 2025NT$3.4tNT$3.0tNT$192.9b17.6x17.8x1.2x
Sat, 12 Apr 2025NT$3.2tNT$2.9tNT$197.4b15.5x16x1.1x
Mon, 10 Mar 2025NT$3.8tNT$2.9tNT$189.1b19.4x20x1.3x
Wed, 05 Feb 2025NT$3.6tNT$2.9tNT$186.1b18.9x19.4x1.3x
Fri, 03 Jan 2025NT$3.6tNT$2.9tNT$185.6b18.6x19.2x1.2x
Sun, 01 Dec 2024NT$3.7tNT$2.9tNT$185.6b18.6x19.7x1.3x
Tue, 29 Oct 2024NT$3.8tNT$2.8tNT$187.6b19.1x20.1x1.3x
Thu, 26 Sep 2024NT$3.9tNT$2.8tNT$187.6b19.4x20.7x1.4x
Sat, 24 Aug 2024NT$3.8tNT$2.8tNT$185.7b19x20.2x1.3x
Mon, 22 Jul 2024NT$3.8tNT$2.8tNT$184.0b20.1x20.9x1.4x
Wed, 19 Jun 2024NT$3.9tNT$2.8tNT$183.5b20.7x21x1.4x
Fri, 17 May 2024NT$3.8tNT$2.7tNT$170.9b22.1x22.1x1.4x
Sun, 14 Apr 2024NT$3.6tNT$2.7tNT$158.5b22x23x1.3x
Tue, 12 Mar 2024NT$3.5tNT$2.7tNT$128.3b20.7x27.6x1.3x
Thu, 08 Feb 2024NT$3.4tNT$2.7tNT$124.1b20.6x27.6x1.3x
Sat, 06 Jan 2024NT$3.5tNT$2.7tNT$124.7b21.2x28.2x1.3x
Mon, 04 Dec 2023NT$3.6tNT$2.7tNT$124.7b20.9x28.5x1.3x
Wed, 01 Nov 2023NT$3.2tNT$2.7tNT$114.4b17.9x28.1x1.2x
Fri, 29 Sep 2023NT$3.3tNT$2.7tNT$115.6b19.1x28.6x1.2x
Sun, 27 Aug 2023NT$3.3tNT$2.7tNT$116.9b18.8x28x1.2x
Tue, 25 Jul 2023NT$3.5tNT$2.9tNT$100.7b18.6x34.3x1.2x
Thu, 22 Jun 2023NT$3.6tNT$2.9tNT$103.8b20.3x35x1.2x
Price to Earnings Ratio

35x


Total Market Cap: NT$3.6tTotal Earnings: NT$103.8bTotal Revenue: NT$2.9tTotal Market Cap vs Earnings and Revenue0%0%0%
Taiwanese Consumer Discretionary Sector Price to Earnings3Y Average 22.4x202420252026
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 18.9x which is lower than its 3-year average PE of 22.4x.
  • 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 grown 14% 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 Market-2.06%
Consumer Discretionary-0.13%
General Merchandise and Department Stores4.13%
Luxury2.02%
Leisure1.99%
Online Retail and Ecommerce0%0
Auto Components-0.43%
Retail Distributors-0.56%
Hospitality-0.67%
Consumer Durables-1.55%
Auto-1.57%
Consumer Services-2.91%
Specialty Stores-5.13%
Industry PE
  • Investors are most optimistic about the Auto industry which is trading above its 3-year average PE ratio of 26.9x.
    • 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 18.5x.
Forecasted Growth
  • Analysts are most optimistic on the Leisure industry, expecting annual earnings growth of 41% over the next 5 years.
  • This is better than its past earnings decline of 29% per year.
  • In contrast, the General Merchandise and Department Stores industry is expected to see its earnings grow by 9.9% 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
5904 POYA InternationalNT$647.0012.1%
+NT$7.5b		28.4%PE20.6x
2915 Ruentex IndustriesNT$53.4011.6%
+NT$5.9b		-2.0%PE4x
8464 Nien Made EnterpriseNT$340.504.0%
+NT$3.8b		-18.8%PE15.4x
1319 Tong Yang IndustryNT$103.505.8%
+NT$3.4b		-6.3%PE18.6x
4551 Global PMXNT$167.0019.7%
+NT$3.2b		56.1%PE25.1x

Latest News

1319
NT$103.50
Tong Yang Industry
7D
5.8%
1Y
-6.3%
8454
NT$321.00
momo.com
7D
-17.3%
1Y
18.1%
4551
NT$167.00
Global PMX
7D
19.7%
1Y
56.1%
6890
NT$230.50
Lai Yih Footwear
7D
-7.6%
1Y
-31.7%
2207
NT$463.50
Hotai MotorLtd
7D
-2.0%
1Y
-20.6%
6768
NT$88.00
Sports Gear
7D
-7.4%
1Y
-22.1%
1736
NT$116.50
Johnson Health Tech .Co
7D
7.4%
1Y
-18.5%
2731
NT$152.50
Lion Travel Service
7D
-11.3%
1Y
-6.2%
6670
NT$288.00
FuSheng Precision
7D
6.7%
1Y
-3.0%
2915
NT$53.40
Ruentex Industries
7D
11.6%
1Y
-2.0%
2258
NT$31.85
Foxtron Vehicle Technologies
7D
5.1%
1Y
-21.6%
2206
NT$62.20
Sanyang Motor
7D
-1.7%
1Y
-5.5%
8478
NT$151.00
Alexander Marine
7D
-5.3%
1Y
-1.0%
8464
NT$340.50
Nien Made Enterprise
7D
4.0%
1Y
-18.8%
1477
NT$218.00
Makalot Industrial
7D
-3.1%
1Y
-8.0%
5904
NT$647.00
POYA International
7D
12.1%
1Y
28.4%