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Taiwanese (TAIEX) Consumer Discretionary Sector Analysis

UpdatedApr 11, 2026
DataAggregated Company Financials
Companies351
  • 7D0.9%
  • 3M-8.9%
  • 1Y-12.7%
  • YTD-8.8%

The Consumer Discretionary is pretty flat in the last 7 days, but Hotai MotorLtd has stood out, gaining 4.6%. Unfortunately though, the industry is down 13% over the past 12 months. As for the next few years, earnings are expected to grow by 13% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 11 Apr 2026NT$2.8tNT$2.9tNT$149.0b16.8x18.6x1x
Mon, 09 Mar 2026NT$2.9tNT$2.9tNT$143.4b17.2x20.4x1x
Wed, 04 Feb 2026NT$3.0tNT$2.9tNT$144.9b17.6x20.7x1x
Fri, 02 Jan 2026NT$3.0tNT$2.9tNT$144.5b17.9x21x1.1x
Sun, 30 Nov 2025NT$3.2tNT$2.9tNT$144.5b18.2x21.8x1.1x
Tue, 28 Oct 2025NT$3.1tNT$2.9tNT$150.7b18.3x20.8x1.1x
Thu, 25 Sep 2025NT$3.2tNT$2.9tNT$150.7b19x21.3x1.1x
Sat, 23 Aug 2025NT$3.2tNT$2.9tNT$152.2b18.2x20.7x1.1x
Mon, 21 Jul 2025NT$3.2tNT$3.0tNT$187.4b16.7x16.8x1.1x
Wed, 18 Jun 2025NT$3.2tNT$3.0tNT$187.6b16.9x17.2x1.1x
Fri, 16 May 2025NT$3.4tNT$3.0tNT$189.9b17.2x18.1x1.2x
Sun, 13 Apr 2025NT$3.2tNT$2.9tNT$197.4b15.5x16x1.1x
Tue, 11 Mar 2025NT$3.8tNT$2.9tNT$189.3b19.2x19.9x1.3x
Thu, 06 Feb 2025NT$3.6tNT$2.9tNT$186.1b19x19.6x1.3x
Sat, 04 Jan 2025NT$3.6tNT$2.9tNT$185.6b18.7x19.2x1.2x
Mon, 02 Dec 2024NT$3.7tNT$2.9tNT$185.6b18.6x19.7x1.3x
Wed, 30 Oct 2024NT$3.7tNT$2.8tNT$187.6b19x19.9x1.3x
Fri, 27 Sep 2024NT$3.9tNT$2.8tNT$187.6b19.4x20.6x1.4x
Sun, 25 Aug 2024NT$3.8tNT$2.8tNT$186.3b18.8x20.2x1.3x
Tue, 23 Jul 2024NT$3.8tNT$2.8tNT$184.0b19.7x20.6x1.4x
Thu, 20 Jun 2024NT$3.8tNT$2.8tNT$183.5b20.6x21x1.4x
Sat, 18 May 2024NT$3.8tNT$2.7tNT$170.7b21.9x22.1x1.4x
Mon, 15 Apr 2024NT$3.6tNT$2.7tNT$159.5b21.9x22.9x1.3x
Wed, 13 Mar 2024NT$3.6tNT$2.7tNT$128.2b20.7x28x1.3x
Fri, 09 Feb 2024NT$3.4tNT$2.7tNT$124.4b20.7x27.5x1.3x
Sun, 07 Jan 2024NT$3.5tNT$2.7tNT$124.7b21.2x28.2x1.3x
Tue, 05 Dec 2023NT$3.6tNT$2.7tNT$124.7b20.8x28.6x1.3x
Thu, 02 Nov 2023NT$3.2tNT$2.7tNT$114.5b18.1x28.2x1.2x
Sat, 30 Sep 2023NT$3.3tNT$2.7tNT$115.6b19.1x28.6x1.2x
Mon, 28 Aug 2023NT$3.3tNT$2.7tNT$116.9b18.8x28x1.2x
Wed, 26 Jul 2023NT$3.5tNT$2.9tNT$100.7b18.5x34.7x1.2x
Fri, 23 Jun 2023NT$3.6tNT$2.9tNT$103.8b20.3x35x1.2x
Sun, 21 May 2023NT$3.5tNT$2.9tNT$115.3b17.8x30.2x1.2x
Tue, 18 Apr 2023NT$3.4tNT$2.9tNT$119.5b16.6x28.2x1.2x
Price to Earnings Ratio

28.2x


Total Market Cap: NT$3.4tTotal Earnings: NT$119.5bTotal Revenue: NT$2.9tTotal Market Cap vs Earnings and Revenue0%0%0%
Taiwanese Consumer Discretionary Sector Price to Earnings3Y Average 23.1x202420252026
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 23.1x.
  • The 3-year average PS ratio of 1.2x is higher than the industry's current PS ratio of 0.97x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have grown 7.6% 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 Market8.78%
Consumer Discretionary0.94%
Consumer Durables5.51%
Specialty Stores3.60%
Auto Components0.72%
General Merchandise and Department Stores0.50%
Online Retail and Ecommerce0%0
Retail Distributors-0.18%
Auto-0.44%
Luxury-0.45%
Hospitality-0.53%
Leisure-1.42%
Consumer Services-1.64%
Industry PE
  • Investors are most optimistic about the Auto industry which is trading above its 3-year average PE ratio of 22.5x.
    • 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 below its 3-year average of 18.5x.
Forecasted Growth
  • Analysts are most optimistic on the Leisure industry, expecting annual earnings growth of 37% over the next 5 years.
  • This is better than its past earnings decline of 8.9% 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$508.004.6%
+NT$12.5b		-14.3%PE15x
2489 AmTRAN TechnologyLtdNT$45.3040.7%
+NT$8.0b		213.8%PE34.9x
8464 Nien Made EnterpriseNT$356.005.6%
+NT$5.6b		3.5%PE15.8x
1476 Eclat TextileNT$328.501.9%
+NT$1.6b		-7.1%PE16.3x
2231 Cub ElecpartsNT$122.008.9%
+NT$1.4b		52.9%PS4.5x

Latest News

4566
NT$66.90
GLOBAL TEK FABRICATION
7D
18.4%
1Y
25.3%
9910
NT$76.90
Feng Tay Enterprises
7D
-2.7%
1Y
-25.7%
2489
NT$45.30
AmTRAN TechnologyLtd
7D
40.7%
1Y
213.8%
9921
NT$67.30
Giant Manufacturing
7D
-5.3%
1Y
-45.5%
2231
NT$122.00
Cub Elecparts
7D
8.9%
1Y
52.9%
9914
NT$59.40
Merida Industry
7D
-8.0%
1Y
-53.6%
8464
NT$356.00
Nien Made Enterprise
7D
5.6%
1Y
3.5%
2201
NT$26.35
Yulon Motor
7D
-3.1%
1Y
-26.2%
2374
NT$70.10
Ability Enterprise
7D
5.4%
1Y
91.5%
2915
NT$46.90
Ruentex Industries
7D
-2.1%
1Y
-13.3%
2101
NT$35.70
Nankang Rubber TireLtd
7D
-5.4%
1Y
-9.8%
4419
NT$44.70
King House
7D
-16.4%
1Y
-5.9%
6670
NT$265.50
FuSheng Precision
7D
3.3%
1Y
-15.2%
6890
NT$151.50
Lai Yih Footwear
7D
-9.8%
1Y
-46.3%
2207
NT$508.00
Hotai MotorLtd
7D
4.6%
1Y
-14.3%
1476
NT$328.50
Eclat Textile
7D
1.9%
1Y
-7.1%