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Taiwanese (TAIEX) Consumer Discretionary Sector Analysis

UpdatedJul 13, 2026
DataAggregated Company Financials
Companies351
  • 7D-1.8%
  • 3M2.5%
  • 1Y-9.2%
  • YTD-5.5%

The Consumer Discretionary industry is down 1.8% over the last week with Global PMX the worst performer, down 24%. Meanwhile, Eclat Textile actually outperformed within the industry, gaining 6.3% in the last week. The industry has fallen 9.2% in the last year. Looking forward, 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
Tue, 14 Jul 2026NT$2.9tNT$2.9tNT$155.2b17.6x18.6x1x
Thu, 11 Jun 2026NT$2.9tNT$2.9tNT$154.5b17.4x19x1x
Sat, 09 May 2026NT$2.8tNT$2.9tNT$148.2b17.1x18.7x1x
Mon, 06 Apr 2026NT$2.7tNT$2.9tNT$148.8b16.5x18.5x1x
Wed, 04 Mar 2026NT$3.0tNT$2.9tNT$144.3b17.6x20.7x1x
Fri, 30 Jan 2026NT$3.1tNT$2.9tNT$145.1b17.8x21.1x1.1x
Sun, 28 Dec 2025NT$3.0tNT$2.9tNT$144.5b18x21x1.1x
Tue, 25 Nov 2025NT$3.1tNT$2.9tNT$144.3b17.6x21.7x1.1x
Thu, 23 Oct 2025NT$3.2tNT$2.9tNT$150.7b18.3x21x1.1x
Sat, 20 Sep 2025NT$3.2tNT$2.9tNT$150.7b19x21.3x1.1x
Mon, 18 Aug 2025NT$3.2tNT$2.9tNT$152.9b18.3x20.9x1.1x
Wed, 16 Jul 2025NT$3.1tNT$3.0tNT$187.4b16.6x16.7x1.1x
Fri, 13 Jun 2025NT$3.3tNT$3.0tNT$187.6b17x17.3x1.1x
Sun, 11 May 2025NT$3.4tNT$2.9tNT$198.4b17.1x17x1.1x
Tue, 08 Apr 2025NT$3.2tNT$2.9tNT$197.4b16.3x16.3x1.1x
Thu, 06 Mar 2025NT$3.8tNT$2.9tNT$187.1b19.7x20.4x1.3x
Sat, 01 Feb 2025NT$3.6tNT$2.9tNT$186.1b18.8x19.6x1.3x
Mon, 30 Dec 2024NT$3.6tNT$2.9tNT$185.6b18.7x19.3x1.2x
Wed, 27 Nov 2024NT$3.7tNT$2.9tNT$185.6b19.3x20.1x1.3x
Fri, 25 Oct 2024NT$3.7tNT$2.8tNT$187.3b19.1x20x1.3x
Sun, 22 Sep 2024NT$3.8tNT$2.8tNT$187.6b19.1x20.5x1.4x
Tue, 20 Aug 2024NT$3.7tNT$2.8tNT$185.7b18.9x20.2x1.3x
Thu, 18 Jul 2024NT$3.9tNT$2.8tNT$184.0b20.4x21.1x1.4x
Sat, 15 Jun 2024NT$3.8tNT$2.8tNT$183.5b20.4x20.9x1.4x
Mon, 13 May 2024NT$3.7tNT$2.7tNT$164.6b21.7x22.5x1.4x
Wed, 10 Apr 2024NT$3.6tNT$2.7tNT$158.5b21.9x22.9x1.3x
Fri, 08 Mar 2024NT$3.5tNT$2.7tNT$125.0b20.8x28.3x1.3x
Sun, 04 Feb 2024NT$3.4tNT$2.7tNT$124.2b20.8x27.7x1.3x
Tue, 02 Jan 2024NT$3.6tNT$2.7tNT$124.8b21x28.5x1.3x
Thu, 30 Nov 2023NT$3.5tNT$2.7tNT$124.7b20.5x28.4x1.3x
Sat, 28 Oct 2023NT$3.2tNT$2.7tNT$114.6b18x28.2x1.2x
Mon, 25 Sep 2023NT$3.3tNT$2.7tNT$115.6b18.8x28.6x1.2x
Wed, 23 Aug 2023NT$3.3tNT$2.7tNT$116.8b19x28x1.2x
Fri, 21 Jul 2023NT$3.5tNT$2.9tNT$100.9b18.8x34.8x1.2x
Price to Earnings Ratio

34.8x


Total Market Cap: NT$3.5tTotal Earnings: NT$100.9bTotal Revenue: NT$2.9tTotal Market Cap vs Earnings and Revenue0%0%0%
Taiwanese Consumer Discretionary Sector Price to Earnings3Y Average 22x202420252026
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 18.6x which is lower than its 3-year average PE of 22.0x.
  • 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 15% 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-2.88%
Consumer Discretionary-1.82%
Retail Distributors0.94%
Consumer Services0.49%
Online Retail and Ecommerce0%0
Specialty Stores-0.20%
Leisure-1.22%
Auto-1.25%
Hospitality-1.26%
Luxury-1.70%
General Merchandise and Department Stores-1.95%
Consumer Durables-2.91%
Auto Components-3.42%
Industry PE
  • Investors are most optimistic about the Auto industry which is trading above its 3-year average PE ratio of 29.1x.
    • Analysts are expecting annual earnings growth of 36.5%, which is higher than its past year's earnings decline of 40.1% per year.
  • Investors are most pessimistic about the Luxury industry, which is trading below its 3-year average of 18.4x.
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 40% 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
1476 Eclat TextileNT$341.005.6%
+NT$4.9b		-10.3%PE16.5x
8033 Thunder TigerNT$249.5012.4%
+NT$4.2b		288.6%PE370.7x
9921 Giant ManufacturingNT$79.903.6%
+NT$1.1b		-24.6%PE200.8x
2105 Cheng Shin Rubber IndNT$32.850.9%
+NT$972.4m		-17.5%PE20.2x
1536 Hota Industrial MfgNT$56.105.6%
+NT$836.9m		5.3%PS3.3x

Latest News

8033
NT$249.50
Thunder Tiger
7D
12.4%
1Y
288.6%
4551
NT$214.00
Global PMX
7D
-24.1%
1Y
82.1%
1440
NT$13.35
Tainan Spinning
7D
-8.6%
1Y
0.8%
4439
NT$104.00
TST Group Holding
7D
14.2%
1Y
10.9%
5904
NT$669.00
POYA International
7D
-9.2%
1Y
32.7%
2601
NT$7.31
First Steamship
7D
10.8%
1Y
25.4%
6890
NT$181.50
Lai Yih Footwear
7D
-14.6%
1Y
-36.2%
2915
NT$50.40
Ruentex Industries
7D
-3.8%
1Y
-5.8%
8255
NT$176.50
Actron Technology
7D
-12.6%
1Y
50.9%
8454
NT$262.00
momo.com
7D
-6.8%
1Y
7.9%
1476
NT$341.00
Eclat Textile
7D
5.6%
1Y
-10.3%
9910
NT$67.40
Feng Tay Enterprises
7D
-2.6%
1Y
-43.6%
2105
NT$32.85
Cheng Shin Rubber Ind
7D
0.9%
1Y
-17.5%
8462
NT$160.00
Power Wind Health Industry
7D
6.0%
1Y
18.5%
9921
NT$79.90
Giant Manufacturing
7D
3.6%
1Y
-24.6%
1536
NT$56.10
Hota Industrial Mfg
7D
5.6%
1Y
5.3%