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Taiwanese (TAIEX) Consumer Discretionary Sector Analysis

UpdatedJul 13, 2025
DataAggregated Company Financials
Companies346
  • 7D-1.8%
  • 3M0.2%
  • 1Y-19.6%
  • YTD-13.2%

Over the last 7 days, the Consumer Discretionary industry has dropped 3.1%, driven by Eclat Textile declining 15%. Meanwhile, Pan German Universal Motors actually outperformed within the industry, gaining 8.9% in the last week. The industry has fallen 19% in the last year. As for the next few years, earnings are expected to grow by 11% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
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
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
Price to Earnings Ratio

18.6x


Total Market Cap: NT$2.9tTotal Earnings: NT$155.1bTotal Revenue: NT$2.7tTotal Market Cap vs Earnings and Revenue0%0%0%
Taiwanese Consumer Discretionary Sector Price to Earnings3Y Average 23.1x202320242025
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 16.8x which is lower than its 3-year average PE 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 grown 6.5% per year over the last three years.
  • Revenues for these companies have grown 3.3% 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 Market0.89%
Consumer Discretionary-1.77%
Consumer Services3.44%
Online Retail and Ecommerce0%0
Specialty Stores-0.22%
Hospitality-0.34%
Auto-0.68%
Consumer Durables-0.76%
Retail Distributors-0.98%
Auto Components-1.34%
General Merchandise and Department Stores-1.39%
Leisure-3.11%
Luxury-3.75%
Industry PE
  • Investors are most optimistic about the General Merchandise and Department Stores industry even though it's trading below its 3-year average PE ratio of 33.0x.
    • Analysts are expecting annual earnings growth of 8.3%, which is higher than its past year's earnings decline of 8.3% per year.
  • Investors are most pessimistic about the Luxury industry, which is trading below its 3-year average of 17.5x.
Forecasted Growth
  • Analysts are most optimistic on the Leisure industry, expecting annual earnings growth of 30% over the next 5 years.
  • However this is lower than its past earnings growth rate of 53% per year.
  • In contrast, the Consumer Durables industry is expected to see its earnings grow by 6.0% 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
2247 Pan German Universal MotorsNT$319.508.9%
+NT$2.1b		9.2%PE13.6x
6890 Lai Yih FootwearNT$293.001.9%
+NT$1.4b		-2.3%PE18.3x
5530 Lungyen Life ServiceNT$64.104.2%
+NT$1.1b		21.4%PE17.3x
9910 Feng Tay EnterprisesNT$122.000.8%
+NT$987.5m		-13.8%PE21x
2727 WowprimeNT$235.505.1%
+NT$952.9m		7.3%PE14.5x

Latest News

1476
NT$396.00
Eclat Textile
7D
-15.0%
1Y
-26.7%
2206
NT$63.50
Sanyang Motor
7D
1.6%
1Y
-20.6%
2915
NT$54.20
Ruentex Industries
7D
-6.7%
1Y
-32.3%
9904
NT$28.30
Pou Chen
7D
-7.5%
1Y
-19.0%
2247
NT$319.50
Pan German Universal Motors
7D
8.9%
1Y
9.2%
8478
NT$211.50
Alexander Marine
7D
-10.0%
1Y
-44.3%
2727
NT$235.50
Wowprime
7D
5.1%
1Y
7.3%
6605
NT$178.50
Depo Auto Parts Industrial
7D
-6.3%
1Y
-27.9%
6670
NT$283.00
FuSheng Precision
7D
-8.6%
1Y
-4.7%
9910
NT$122.00
Feng Tay Enterprises
7D
0.8%
1Y
-13.8%
1319
NT$95.00
Tong Yang Industry
7D
-3.9%
1Y
-7.3%
6890
NT$293.00
Lai Yih Footwear
7D
1.9%
1Y
-2.3%
2105
NT$39.20
Cheng Shin Rubber Ind
7D
0.5%
1Y
-17.1%
2207
NT$560.00
Hotai MotorLtd
7D
-0.9%
1Y
-10.4%
8033
NT$64.50
Thunder Tiger
7D
7.3%
1Y
-5.1%
5530
NT$64.10
Lungyen Life Service
7D
4.2%
1Y
21.4%