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Taiwanese (TAIEX) Consumer Discretionary Sector Analysis

UpdatedJan 30, 2026
DataAggregated Company Financials
Companies349
  • 7D-1.0%
  • 3M-1.2%
  • 1Y-17.6%
  • YTD0.8%

The Consumer Discretionary is pretty flat in the last 7 days, but Hotai MotorLtd has stood out, gaining 3.2%. Unfortunately though, the industry is down 17% over the past 12 months. 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
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
Sun, 18 Jun 2023NT$3.6tNT$2.9tNT$103.3b20x35.1x1.2x
Tue, 16 May 2023NT$3.3tNT$2.9tNT$116.0b17.1x28.5x1.1x
Thu, 13 Apr 2023NT$3.3tNT$2.9tNT$123.6b16.6x27x1.1x
Sat, 11 Mar 2023NT$3.2tNT$2.9tNT$155.2b15.5x20.9x1.1x
Mon, 06 Feb 2023NT$3.2tNT$2.9tNT$155.9b14.6x20.6x1.1x
Price to Earnings Ratio

20.6x


Total Market Cap: NT$3.2tTotal Earnings: NT$155.9bTotal Revenue: NT$2.9tTotal Market Cap vs Earnings and Revenue0%0%0%
Taiwanese Consumer Discretionary Sector Price to Earnings3Y Average 23.2x202420252026
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 23.2x.
  • The 3-year average PS ratio of 1.2x is higher than the industry's current PS ratio of 1.1x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have declined 2.4% per year over the last three years.
  • Meanwhile revenues have remained mostly flat.
  • This means that although sales have remained flat, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.

Industry Trends

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

TW Market2.49%
Consumer Discretionary-0.98%
Specialty Stores2.00%
Retail Distributors0.66%
General Merchandise and Department Stores0.41%
Online Retail and Ecommerce0%0
Consumer Durables-0.47%
Auto-0.70%
Hospitality-1.19%
Luxury-1.43%
Auto Components-2.27%
Leisure-2.60%
Consumer Services-3.71%
Industry PE
  • Investors are most optimistic about the Auto industry which is trading above its 3-year average PE ratio of 26.6x.
    • 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 close to its 3-year average of 18.3x.
Forecasted Growth
  • Analysts are most optimistic on the Leisure industry, expecting annual earnings growth of 35% over the next 5 years.
  • This is better than its past earnings growth rate of 25% per year.
  • In contrast, the General Merchandise and Department Stores industry is expected to see its earnings growth to stay flat over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
2207 Hotai MotorLtdNT$541.003.2%
+NT$9.5b		-11.5%PE16.5x
8932 WiselinkNT$207.009.8%
+NT$3.3b		135.2%PE56x
2374 Ability EnterpriseNT$94.609.7%
+NT$2.7b		81.4%PE51.2x
1434 Formosa TaffetaNT$17.054.9%
+NT$1.3b		-10.0%PE48.6x
8464 Nien Made EnterpriseNT$414.001.0%
+NT$1.2b		-4.9%PE18.5x

Latest News

1434
NT$17.05
Formosa Taffeta
7D
4.9%
1Y
-10.0%
6605
NT$154.00
Depo Auto Parts Industrial
7D
-6.7%
1Y
-28.5%
1476
NT$406.00
Eclat Textile
7D
-3.1%
1Y
-23.4%
1477
NT$313.00
Makalot Industrial
7D
-4.1%
1Y
-9.8%
9910
NT$93.60
Feng Tay Enterprises
7D
-5.9%
1Y
-29.1%
9904
NT$31.00
Pou Chen
7D
0.6%
1Y
-15.4%
2207
NT$541.00
Hotai MotorLtd
7D
3.2%
1Y
-11.5%
1736
NT$144.50
Johnson Health Tech .Co
7D
-3.3%
1Y
-23.7%
6890
NT$231.50
Lai Yih Footwear
7D
-5.3%
1Y
-53.2%
8932
NT$207.00
Wiselink
7D
9.8%
1Y
135.2%
2374
NT$94.60
Ability Enterprise
7D
9.7%
1Y
81.4%
8464
NT$414.00
Nien Made Enterprise
7D
1.0%
1Y
-4.9%
8937
NT$132.50
Her Chee Industrial
7D
-9.2%
1Y
-22.1%
1455
NT$9.05
Zig Sheng Industrial
7D
13.1%
1Y
-3.0%
1440
NT$13.90
Tainan Spinning
7D
2.2%
1Y
1.1%
2439
NT$103.00
Merry Electronics
7D
-5.9%
1Y
-2.8%