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Taiwanese (TAIEX) Consumer Discretionary Sector Analysis

UpdatedNov 24, 2024
DataAggregated Company Financials
Companies336
  • 7D1.2%
  • 3M-1.9%
  • 1Y0.2%
  • YTD0.7%

Over the last 7 days, the Consumer Discretionary industry has risen 1.2%, and Ruentex Industries contributed the most with a gain of 6.5%. During this same period, the Makalot Industrial underperformed, falling 5.2%. The industry has been flat over the past 12 months despite the gain this week. Looking forward, earnings are forecast to grow by 17% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 24 Nov 2024NT$3.7tNT$2.9tNT$185.5b19.2x20x1.3x
Tue, 22 Oct 2024NT$3.8tNT$2.8tNT$187.6b19.1x20.2x1.3x
Thu, 19 Sep 2024NT$3.8tNT$2.8tNT$187.5b18.6x20.1x1.3x
Sat, 17 Aug 2024NT$3.8tNT$2.8tNT$186.4b19.1x20.1x1.3x
Mon, 15 Jul 2024NT$3.9tNT$2.8tNT$184.0b20.1x21x1.4x
Wed, 12 Jun 2024NT$3.8tNT$2.7tNT$181.4b20.5x20.9x1.4x
Fri, 10 May 2024NT$3.7tNT$2.7tNT$162.5b21.9x22.7x1.4x
Sun, 07 Apr 2024NT$3.6tNT$2.7tNT$158.5b21.7x22.7x1.3x
Tue, 05 Mar 2024NT$3.6tNT$2.7tNT$125.6b20.5x28.3x1.3x
Thu, 01 Feb 2024NT$3.4tNT$2.7tNT$124.2b20.8x27.6x1.3x
Sat, 30 Dec 2023NT$3.6tNT$2.7tNT$124.8b21x28.5x1.3x
Mon, 27 Nov 2023NT$3.5tNT$2.7tNT$126.5b20.6x27.8x1.3x
Wed, 25 Oct 2023NT$3.2tNT$2.7tNT$115.6b18.4x28.1x1.2x
Fri, 22 Sep 2023NT$3.3tNT$2.7tNT$115.6b18.8x28.5x1.2x
Sun, 20 Aug 2023NT$3.3tNT$2.7tNT$117.2b18.9x27.8x1.2x
Tue, 18 Jul 2023NT$3.5tNT$2.9tNT$100.5b19.1x35.2x1.2x
Thu, 15 Jun 2023NT$3.6tNT$2.9tNT$103.3b19.9x34.9x1.2x
Sat, 13 May 2023NT$3.3tNT$2.9tNT$117.2b17.2x28.4x1.1x
Mon, 10 Apr 2023NT$3.3tNT$2.9tNT$123.7b16.4x26.5x1.1x
Wed, 08 Mar 2023NT$3.3tNT$2.9tNT$155.3b16x21.3x1.1x
Fri, 03 Feb 2023NT$3.2tNT$2.9tNT$155.9b14.7x20.6x1.1x
Sun, 01 Jan 2023NT$3.0tNT$2.9tNT$155.9b14.2x19.5x1.1x
Tue, 29 Nov 2022NT$3.0tNT$2.9tNT$155.8b14x19.3x1x
Thu, 27 Oct 2022NT$2.7tNT$2.8tNT$149.6b14.4x18.2x1x
Sat, 24 Sep 2022NT$2.9tNT$2.8tNT$149.6b15.8x19.7x1.1x
Mon, 22 Aug 2022NT$3.0tNT$2.8tNT$149.7b16.1x20.2x1.1x
Wed, 20 Jul 2022NT$2.9tNT$2.7tNT$155.1b15.5x18.6x1.1x
Fri, 17 Jun 2022NT$3.0tNT$2.7tNT$155.0b15.8x19.1x1.1x
Sun, 15 May 2022NT$2.9tNT$2.7tNT$158.8b15.4x18.1x1.1x
Tue, 12 Apr 2022NT$3.1tNT$2.7tNT$164.3b16.5x18.8x1.2x
Thu, 10 Mar 2022NT$3.1tNT$2.7tNT$170.0b16.2x18x1.1x
Sat, 05 Feb 2022NT$3.2tNT$2.7tNT$168.7b16.8x19.2x1.2x
Mon, 03 Jan 2022NT$3.5tNT$2.7tNT$168.7b17.5x20.5x1.3x
Wed, 01 Dec 2021NT$3.3tNT$2.7tNT$168.7b17.7x19.8x1.3x
Price to Earnings Ratio

19.8x


Total Market Cap: NT$3.3tTotal Earnings: NT$168.7bTotal Revenue: NT$2.7tTotal Market Cap vs Earnings and Revenue0%0%0%
Taiwanese Consumer Discretionary Sector Price to Earnings3Y Average 23.2x202220232024
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 20.0x which is lower than its 3-year average PE of 23.2x.
  • 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 3.2% per year over the last three years.
  • Revenues for these companies have grown 2.5% 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 Market0.76%
Consumer Discretionary1.23%
Auto3.60%
Auto Components1.68%
Leisure1.41%
Luxury1.18%
Consumer Durables1.16%
Retail Distributors1.11%
Specialty Stores0.82%
General Merchandise and Department Stores0.12%
Online Retail and Ecommerce0%
Hospitality-0.16%
Consumer Services-2.24%
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 32.4x.
    • Analysts are expecting annual earnings growth of 7.6%, which is higher than its past year's earnings growth of 4.5% per year.
  • Investors are most pessimistic about the Hospitality industry, which is trading below its 3-year average of 75.1x.
Forecasted Growth
  • Analysts are most optimistic on the Hospitality industry, expecting annual earnings growth of 23% over the next 5 years.
  • This is better than its past earnings decline of 6.3% per year.
  • In contrast, the General Merchandise and Department Stores industry is expected to see its earnings grow by 7.6% 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
2915 Ruentex IndustriesNT$81.906.5%
+NT$5.3b		33.4%PE11.1x
6890 Lai Yih FootwearNT$399.005.6%
+NT$5.2b		n/aPE30.9x
2105 Cheng Shin Rubber IndNT$51.403.1%
+NT$5.0b		11.5%PE19.7x
2204 China MotorNT$84.909.3%
+NT$4.0b		-18.0%PE10.2x
2207 Hotai MotorLtdNT$635.001.0%
+NT$3.3b		-8.5%PE17.3x
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