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Taiwanese (TAIEX) Consumer Discretionary Sector Analysis

UpdatedApr 25, 2024
DataAggregated Company Financials
Companies328
  • 7D1.6%
  • 3M5.5%
  • 1Y6.2%
  • YTD1.1%

Over the last 7 days, the Consumer Discretionary industry has dropped 3.0%, driven by a pullback from Hotai MotorLtd of 4.4%. This takes the industry's 12 month performance to a gain of 3.6%. 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
Thu, 25 Apr 2024NT$3.6tNT$2.7tNT$159.5b21.3x22.8x1.3x
Sat, 23 Mar 2024NT$3.6tNT$2.7tNT$153.9b21.4x23.3x1.3x
Mon, 19 Feb 2024NT$3.5tNT$2.7tNT$124.7b20.9x27.9x1.3x
Wed, 17 Jan 2024NT$3.4tNT$2.7tNT$124.8b20.1x27.4x1.3x
Fri, 15 Dec 2023NT$3.5tNT$2.7tNT$124.7b20.7x28.3x1.3x
Sun, 12 Nov 2023NT$3.3tNT$2.7tNT$111.9b18.7x29.9x1.2x
Tue, 10 Oct 2023NT$3.3tNT$2.7tNT$115.6b18.8x28.7x1.2x
Thu, 07 Sep 2023NT$3.4tNT$2.7tNT$115.6b18.7x29x1.2x
Sat, 05 Aug 2023NT$3.4tNT$2.7tNT$99.9b17.8x34.5x1.3x
Mon, 03 Jul 2023NT$3.6tNT$2.9tNT$101.7b19.9x35.6x1.2x
Wed, 31 May 2023NT$3.5tNT$2.9tNT$101.8b18.4x34x1.2x
Fri, 28 Apr 2023NT$3.3tNT$2.9tNT$119.6b16.4x27.5x1.1x
Sun, 26 Mar 2023NT$3.3tNT$2.9tNT$128.8b15.6x25.5x1.1x
Tue, 21 Feb 2023NT$3.3tNT$2.9tNT$155.9b15.1x20.9x1.1x
Thu, 19 Jan 2023NT$3.1tNT$2.9tNT$155.9b14.3x20.2x1.1x
Sat, 17 Dec 2022NT$3.0tNT$2.9tNT$156.0b14.3x19.5x1.1x
Mon, 14 Nov 2022NT$2.9tNT$2.8tNT$153.1b14.3x18.9x1x
Wed, 12 Oct 2022NT$2.8tNT$2.8tNT$149.6b15.4x18.5x1x
Fri, 09 Sep 2022NT$3.0tNT$2.8tNT$149.7b16.3x20.1x1.1x
Sun, 07 Aug 2022NT$2.9tNT$2.7tNT$156.7b15.8x18.7x1.1x
Tue, 05 Jul 2022NT$2.9tNT$2.7tNT$155.0b15.3x18.4x1.1x
Thu, 02 Jun 2022NT$3.0tNT$2.7tNT$154.9b16x19.7x1.1x
Sat, 30 Apr 2022NT$3.0tNT$2.7tNT$164.7b16.1x18.2x1.1x
Mon, 28 Mar 2022NT$3.1tNT$2.7tNT$167.0b16.8x18.5x1.2x
Wed, 23 Feb 2022NT$3.3tNT$2.7tNT$169.1b16.6x19.7x1.3x
Fri, 21 Jan 2022NT$3.4tNT$2.7tNT$168.7b17x20x1.3x
Sun, 19 Dec 2021NT$3.4tNT$2.7tNT$168.7b17.3x20.1x1.3x
Tue, 16 Nov 2021NT$3.4tNT$2.7tNT$168.5b16.5x20.4x1.3x
Thu, 14 Oct 2021NT$3.2tNT$2.7tNT$179.3b15.3x17.8x1.2x
Sat, 11 Sep 2021NT$3.4tNT$2.7tNT$179.3b15.6x18.9x1.3x
Mon, 09 Aug 2021NT$3.5tNT$2.7tNT$179.3b16x19.8x1.3x
Sun, 02 May 2021NT$3.5tNT$2.6tNT$169.4b19x20.5x1.3x
Price to Earnings Ratio

20.5x


Total Market Cap: NT$3.5tTotal Earnings: NT$169.4bTotal Revenue: NT$2.6tTotal Market Cap vs Earnings and Revenue0%0%0%
Taiwanese Consumer Discretionary Sector Price to Earnings3Y Average 23x202220232024
Current Industry PE
  • Investors are relatively neutral on the Taiwanese Consumer Discretionary industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PE ratio of 23.0x.
  • The industry is trading close to its 3-year average PS ratio of 1.2x.
Past Earnings Growth
  • Both revenue and earnings for companies in the Consumer Discretionary industry have remained mostly flat over the last three years.
  • This means that sales and the cost of doing business have remained relatively consistent over this period and subsequently, so have profits.

Industry Trends

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

TW Market-0.58%
Consumer Discretionary1.60%
General Merchandise and Department Stores4.63%
Luxury3.42%
Retail Distributors2.47%
Hospitality2.03%
Consumer Durables1.94%
Leisure1.80%
Consumer Services1.57%
Specialty Stores0.81%
Auto0.21%
Online Retail and Ecommerce0%
Auto Components-1.18%
Industry PE
  • Investors are most optimistic about the General Merchandise and Department Stores industry, which is trading close to its 3-year average PE ratio of 29.7x.
    • Analysts are expecting annual earnings growth of 11.1%, which is lower than the prior year's growth of 59.7% per year.
  • Investors are most pessimistic about the Specialty Stores industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average.
Forecasted Growth
  • Analysts are most optimistic on the Luxury industry, expecting annual earnings growth of 21% over the next 5 years.
  • This is better than its past earnings decline of 28% per year.
  • In contrast, the General Merchandise and Department Stores industry is expected to see its earnings grow by 11% 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
8454 momo.comNT$424.507.5%
+NT$7.1b		-41.9%PE28.1x
2206 Sanyang MotorNT$84.0010.8%
+NT$6.5b		56.1%PE10.6x
2101 Nankang Rubber TireLtdNT$54.9015.6%
+NT$6.2b		42.8%PE341.6x
1440 Tainan SpinningNT$19.3021.8%
+NT$5.7b		14.9%PE15.2x
1477 Makalot IndustrialNT$390.003.7%
+NT$3.4b		74.5%PE23.6x
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Latest News

1440

NT$19.30

Tainan Spinning

7D

21.8%

1Y

14.9%

1477

NT$390.00

Makalot Industrial

7D

3.7%

1Y

74.5%

Makalot Industrial (TWSE:1477) Could Become A Multi-Bagger

Apr 22
Makalot Industrial (TWSE:1477) Could Become A Multi-Bagger

2101

NT$54.90

Nankang Rubber TireLtd

7D

15.6%

1Y

42.8%

Subdued Growth No Barrier To Nankang Rubber Tire Corp.,Ltd. (TWSE:2101) With Shares Advancing 29%

Apr 19
Subdued Growth No Barrier To Nankang Rubber Tire Corp.,Ltd. (TWSE:2101) With Shares Advancing 29%

9914

NT$237.50

Merida Industry

7D

3.3%

1Y

38.9%

There's Been No Shortage Of Growth Recently For Merida Industry's (TWSE:9914) Returns On Capital

Apr 17
There's Been No Shortage Of Growth Recently For Merida Industry's (TWSE:9914) Returns On Capital

2374

NT$40.20

Ability Enterprise

7D

-6.5%

1Y

99.5%

2206

NT$84.00

Sanyang Motor

7D

10.8%

1Y

56.1%

Is Now The Time To Put Sanyang Motor (TWSE:2206) On Your Watchlist?

Apr 16
Is Now The Time To Put Sanyang Motor (TWSE:2206) On Your Watchlist?

2106

NT$33.20

Kenda Rubber Industrial

7D

-2.6%

1Y

11.4%

Kenda Rubber Industrial (TWSE:2106) Is Looking To Continue Growing Its Returns On Capital

Apr 15
Kenda Rubber Industrial (TWSE:2106) Is Looking To Continue Growing Its Returns On Capital

1319

NT$119.00

Tong Yang Industry

7D

-6.3%

1Y

149.2%

2704

NT$67.70

Ambassador HotelLtd

7D

-8.3%

1Y

77.2%

1476

NT$511.00

Eclat Textile

7D

2.2%

1Y

5.5%

1522

NT$48.35

TYC Brother Industrial

7D

-5.4%

1Y

66.4%

2201

NT$67.40

Yulon Motor

7D

-2.7%

1Y

-16.3%

Impressive Earnings May Not Tell The Whole Story For Yulon Motor (TWSE:2201)

Mar 23
Impressive Earnings May Not Tell The Whole Story For Yulon Motor (TWSE:2201)

2903

NT$33.20

Far Eastern Department Stores

7D

6.1%

1Y

48.5%

Shareholders Will Be Pleased With The Quality of Far Eastern Department Stores' (TWSE:2903) Earnings

Mar 22
Shareholders Will Be Pleased With The Quality of Far Eastern Department Stores' (TWSE:2903) Earnings

2105

NT$46.05

Cheng Shin Rubber Ind

7D

-3.8%

1Y

22.8%

Cheng Shin Rubber Ind's (TWSE:2105) Solid Earnings Have Been Accounted For Conservatively

Mar 22
Cheng Shin Rubber Ind's (TWSE:2105) Solid Earnings Have Been Accounted For Conservatively

2258

NT$42.30

Foxtron Vehicle Technologies

7D

-2.4%

1Y

n/a

8454

NT$424.50

momo.com

7D

7.5%

1Y

-41.9%