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Taiwanese (TAIEX) Consumer Discretionary Sector Analysis

UpdatedNov 20, 2025
DataAggregated Company Financials
Companies349
  • 7D-1.6%
  • 3M-2.3%
  • 1Y-17.9%
  • YTD-15.3%

Over the last 7 days, the Consumer Discretionary industry has dropped 1.0%, driven by Eclat Textile declining 6.0%. On the other hand Hotai MotorLtd is actually up 5.6%. Overall the industry is down 17% in 12 months. As for the next few years, earnings are expected to grow by 18% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 22 Nov 2025NT$3.1tNT$2.9tNT$144.2b17.6x21.3x1.1x
Mon, 20 Oct 2025NT$3.1tNT$2.9tNT$150.7b18.2x20.8x1.1x
Wed, 17 Sep 2025NT$3.2tNT$2.9tNT$150.7b19.1x21.2x1.1x
Fri, 15 Aug 2025NT$3.2tNT$3.0tNT$174.0b17.1x18.4x1.1x
Sun, 13 Jul 2025NT$3.2tNT$3.0tNT$187.4b16.5x16.8x1.1x
Tue, 10 Jun 2025NT$3.3tNT$3.0tNT$187.6b16.9x17.4x1.1x
Thu, 08 May 2025NT$3.3tNT$2.9tNT$198.5b16.5x16.7x1.1x
Sat, 05 Apr 2025NT$3.6tNT$2.9tNT$197.4b18.1x18.1x1.2x
Mon, 03 Mar 2025NT$3.8tNT$2.9tNT$187.6b19.7x20.3x1.3x
Wed, 29 Jan 2025NT$3.6tNT$2.9tNT$186.1b18.8x19.6x1.3x
Fri, 27 Dec 2024NT$3.6tNT$2.9tNT$185.6b18.8x19.4x1.3x
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
Price to Earnings Ratio

19.3x


Total Market Cap: NT$3.0tTotal Earnings: NT$155.8bTotal Revenue: NT$2.9tTotal Market Cap vs Earnings and Revenue0%0%0%
Taiwanese Consumer Discretionary Sector Price to Earnings3Y Average 23.1x202320242025
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 23.1x.
  • 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 2.5% 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 Market-3.50%
Consumer Discretionary-1.59%
Specialty Stores3.73%
Online Retail and Ecommerce0%0
Retail Distributors-0.88%
Luxury-1.75%
Hospitality-1.77%
Auto Components-1.88%
Consumer Durables-2.30%
Leisure-2.70%
General Merchandise and Department Stores-3.45%
Consumer Services-4.12%
Auto-5.90%
Industry PE
  • Investors are most optimistic about the Auto industry, which is trading close to its 3-year average PE ratio of 34.6x.
    • 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 17.8x.
Forecasted Growth
  • Analysts are most optimistic on the Leisure industry, expecting annual earnings growth of 33% 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$621.005.6%
+NT$18.4b		-2.2%PE18.9x
6890 Lai Yih FootwearNT$264.008.6%
+NT$5.2b		-33.8%PE18.9x
2903 Far Eastern Department StoresNT$23.905.1%
+NT$1.6b		-5.3%PE14.3x
1419 Shinkong TextileNT$67.305.2%
+NT$987.5m		44.6%PE15.1x
2731 Lion Travel ServiceNT$179.503.8%
+NT$606.3m		47.1%PE11.5x

Latest News

4439
NT$106.00
TST Group Holding
7D
16.7%
1Y
13.2%
8454
NT$223.50
momo.com
7D
-8.4%
1Y
-36.5%
2903
NT$23.90
Far Eastern Department Stores
7D
5.1%
1Y
-5.3%
2201
NT$37.55
Yulon Motor
7D
-13.4%
1Y
-34.4%
2915
NT$53.30
Ruentex Industries
7D
-4.0%
1Y
-34.9%
2258
NT$40.80
Foxtron Vehicle Technologies
7D
-6.2%
1Y
0.2%
2101
NT$37.25
Nankang Rubber TireLtd
7D
1.9%
1Y
-32.1%
2206
NT$60.80
Sanyang Motor
7D
-4.1%
1Y
-16.0%
2731
NT$179.50
Lion Travel Service
7D
3.8%
1Y
47.1%
1419
NT$67.30
Shinkong Textile
7D
5.2%
1Y
44.6%
2374
NT$76.50
Ability Enterprise
7D
-8.6%
1Y
84.8%
2207
NT$621.00
Hotai MotorLtd
7D
5.6%
1Y
-2.2%
1736
NT$149.50
Johnson Health Tech .Co
7D
0.7%
1Y
-1.6%
6890
NT$264.00
Lai Yih Footwear
7D
8.6%
1Y
-33.8%
1476
NT$419.50
Eclat Textile
7D
-6.0%
1Y
-22.9%
2439
NT$105.00
Merry Electronics
7D
-6.3%
1Y
-3.7%