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Taiwanese (TAIEX) Consumer Discretionary Sector Analysis

UpdatedAug 10, 2026
DataAggregated Company Financials
Companies352
  • 7D0.7%
  • 3M2.6%
  • 1Y-11.5%
  • YTD-6.9%

The Consumer Discretionary is pretty flat in the last 7 days, but momo.com has stood out, gaining 15%. Unfortunately though, the industry is down 12% over the past 12 months. 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
Mon, 10 Aug 2026NT$2.9tNT$2.9tNT$158.9b16.5x17.9x1x
Wed, 08 Jul 2026NT$2.9tNT$2.9tNT$154.6b17.6x18.8x1x
Fri, 05 Jun 2026NT$2.9tNT$2.9tNT$154.4b17.9x18.9x1x
Sun, 03 May 2026NT$2.7tNT$2.9tNT$149.0b16.6x18.3x0.9x
Tue, 31 Mar 2026NT$2.8tNT$2.9tNT$146.7b16.7x18.9x1x
Thu, 26 Feb 2026NT$3.0tNT$2.9tNT$145.0b18.1x21x1.1x
Sat, 24 Jan 2026NT$3.1tNT$2.9tNT$145.1b18x21.2x1.1x
Mon, 22 Dec 2025NT$3.1tNT$2.9tNT$144.5b18x21.3x1.1x
Wed, 19 Nov 2025NT$3.1tNT$2.9tNT$143.9b17.6x21.2x1.1x
Fri, 17 Oct 2025NT$3.1tNT$2.9tNT$150.7b18.3x20.8x1.1x
Sun, 14 Sep 2025NT$3.2tNT$2.9tNT$150.7b19x21.2x1.1x
Tue, 12 Aug 2025NT$3.2tNT$3.0tNT$180.3b17x17.5x1.1x
Thu, 10 Jul 2025NT$3.2tNT$3.0tNT$187.4b16.5x16.9x1.1x
Sat, 07 Jun 2025NT$3.3tNT$3.0tNT$187.6b16.7x17.4x1.1x
Mon, 05 May 2025NT$3.4tNT$2.9tNT$198.1b16.7x16.9x1.1x
Wed, 02 Apr 2025NT$3.6tNT$2.9tNT$197.1b17.9x18.2x1.2x
Fri, 28 Feb 2025NT$3.8tNT$2.9tNT$186.7b19.7x20.4x1.3x
Sun, 26 Jan 2025NT$3.6tNT$2.9tNT$186.1b18.7x19.6x1.3x
Tue, 24 Dec 2024NT$3.6tNT$2.9tNT$185.6b18.7x19.3x1.3x
Thu, 21 Nov 2024NT$3.7tNT$2.9tNT$185.5b18.7x19.8x1.3x
Sat, 19 Oct 2024NT$3.8tNT$2.8tNT$187.6b19x20.2x1.3x
Mon, 16 Sep 2024NT$3.7tNT$2.8tNT$187.6b18.5x19.9x1.3x
Wed, 14 Aug 2024NT$3.7tNT$2.8tNT$185.6b19.2x19.7x1.3x
Fri, 12 Jul 2024NT$3.8tNT$2.8tNT$184.0b20.2x20.9x1.4x
Sun, 09 Jun 2024NT$3.8tNT$2.7tNT$181.4b20.7x21x1.4x
Tue, 07 May 2024NT$3.7tNT$2.7tNT$161.2b22x23.1x1.4x
Thu, 04 Apr 2024NT$3.6tNT$2.7tNT$158.3b21.7x22.7x1.3x
Sat, 02 Mar 2024NT$3.6tNT$2.7tNT$124.9b20.4x28.4x1.3x
Mon, 29 Jan 2024NT$3.4tNT$2.7tNT$124.2b20.8x27.7x1.3x
Wed, 27 Dec 2023NT$3.5tNT$2.7tNT$124.6b20.9x28.3x1.3x
Fri, 24 Nov 2023NT$3.5tNT$2.7tNT$129.5b20.6x27.2x1.3x
Sun, 22 Oct 2023NT$3.2tNT$2.7tNT$115.6b18.3x28x1.2x
Tue, 19 Sep 2023NT$3.4tNT$2.7tNT$115.6b19.4x29.3x1.2x
Thu, 17 Aug 2023NT$3.3tNT$2.7tNT$119.4b18.5x27.5x1.2x
Price to Earnings Ratio

27.5x


Total Market Cap: NT$3.3tTotal Earnings: NT$119.4bTotal Revenue: NT$2.7tTotal Market Cap vs Earnings and Revenue0%0%0%
Taiwanese Consumer Discretionary Sector Price to Earnings3Y Average 21.5x202420252026
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 17.9x which is lower than its 3-year average PE of 21.5x.
  • The 3-year average PS ratio of 1.2x is higher than the industry's current PS ratio of 0.99x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have grown 10% 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 Market2.94%
Consumer Discretionary0.74%
Leisure6.27%
General Merchandise and Department Stores5.13%
Auto Components3.81%
Consumer Durables1.69%
Retail Distributors0.85%
Luxury0.68%
Online Retail and Ecommerce0%0
Hospitality-0.075%
Consumer Services-0.69%
Auto-4.33%
Specialty Stores-5.82%
Industry PE
  • Investors are most optimistic about the Auto industry which is trading above its 3-year average PE ratio of 31.1x.
    • Analysts are expecting annual earnings growth of 36.5%, which is higher than its past year's earnings decline of 10.7% per year.
  • Investors are most pessimistic about the Luxury industry, which is trading below its 3-year average of 18.2x.
Forecasted Growth
  • Analysts are most optimistic on the Auto industry, expecting annual earnings growth of 37% over the next 5 years.
  • This is better than its past earnings decline of 11% per year.
  • In contrast, the General Merchandise and Department Stores industry is expected to see its earnings grow by 7.2% 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$79.2010.0%
+NT$7.7b		71.1%PE23.3x
8454 momo.comNT$274.5010.9%
+NT$7.2b		7.9%PE26.4x
9921 Giant ManufacturingNT$101.5020.8%
+NT$6.9b		-3.3%PE255.1x
2105 Cheng Shin Rubber IndNT$31.704.6%
+NT$4.5b		-20.4%PE19.5x
1319 Tong Yang IndustryNT$77.608.7%
+NT$3.7b		-23.9%PE13.9x

Latest News

9921
NT$101.50
Giant Manufacturing
7D
20.8%
1Y
-3.3%
5225
NT$66.70
Eastech Holding
7D
-10.2%
1Y
-39.1%
8454
NT$274.50
momo.com
7D
10.9%
1Y
7.9%
Narrative Update • Aug 08

8454: Lower Growth Assumptions Will Temper Returns Ahead Of Q2 2026 Board Review

Analysts have revised their fair value estimate for momo.com from NT$170.00 to NT$144.00. They now assume lower revenue growth, a higher discount rate and a more conservative future P/E multiple, partly offset by expectations for a stronger profit margin.
1476
NT$337.00
Eclat Textile
7D
-2.7%
1Y
-9.9%
6743
NT$25.95
AMPACS
7D
-14.4%
1Y
-12.3%
2489
NT$33.40
AmTRAN TechnologyLtd
7D
19.7%
1Y
129.6%
8932
NT$102.00
Wiselink
7D
9.0%
1Y
29.3%
5904
NT$79.20
POYA International
7D
10.0%
1Y
71.1%
9938
NT$42.00
Taiwan Paiho
7D
-8.5%
1Y
-18.8%
1419
NT$65.00
Shinkong Textile
7D
-4.1%
1Y
26.5%
2206
NT$62.70
Sanyang Motor
7D
-2.0%
1Y
-0.9%
1319
NT$77.60
Tong Yang Industry
7D
8.7%
1Y
-23.9%
9910
NT$70.20
Feng Tay Enterprises
7D
4.5%
1Y
-41.5%
2105
NT$31.70
Cheng Shin Rubber Ind
7D
4.6%
1Y
-20.4%
2207
NT$514.00
Hotai MotorLtd
7D
-1.5%
1Y
-7.1%
2258
NT$30.20
Foxtron Vehicle Technologies
7D
-3.8%
1Y
-25.1%