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Taiwanese (TAIEX) Consumer Discretionary Sector Analysis

UpdatedJul 27, 2026
DataAggregated Company Financials
Companies351
  • 7D-0.5%
  • 3M3.3%
  • 1Y-12.5%
  • YTD-7.7%

Over the last 7 days, the Consumer Discretionary industry has remained flat, although notably Cheng Shin Rubber Ind declined by 7.0%. As for the longer term, the industry has declined 13% in the last year. As for the next few years, earnings are expected to grow by 20% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 27 Jul 2026NT$2.8tNT$2.9tNT$155.2b17.1x18.2x1x
Wed, 24 Jun 2026NT$2.9tNT$2.9tNT$154.5b17.4x18.6x1x
Fri, 22 May 2026NT$2.7tNT$2.9tNT$154.5b16.7x17.6x1x
Sun, 19 Apr 2026NT$2.8tNT$2.9tNT$148.8b17x18.9x1x
Tue, 17 Mar 2026NT$2.8tNT$2.9tNT$145.8b16.8x19.5x1x
Thu, 12 Feb 2026NT$3.0tNT$2.9tNT$144.8b17.9x20.8x1x
Sat, 10 Jan 2026NT$3.0tNT$2.9tNT$144.5b17.8x21x1.1x
Mon, 08 Dec 2025NT$3.1tNT$2.9tNT$144.5b18x21.7x1.1x
Wed, 05 Nov 2025NT$3.1tNT$2.9tNT$151.1b17.9x20.4x1x
Fri, 03 Oct 2025NT$3.2tNT$2.9tNT$150.7b19x21.1x1.1x
Sun, 31 Aug 2025NT$3.2tNT$2.9tNT$151.7b18.4x21x1.1x
Tue, 29 Jul 2025NT$3.2tNT$3.0tNT$186.9b16.8x17x1.1x
Thu, 26 Jun 2025NT$3.1tNT$3.0tNT$187.4b16.8x16.8x1.1x
Sat, 24 May 2025NT$3.4tNT$3.0tNT$187.8b17.3x18x1.1x
Mon, 21 Apr 2025NT$3.2tNT$2.9tNT$196.5b15.7x16.3x1.1x
Wed, 19 Mar 2025NT$3.7tNT$2.9tNT$200.3b18.8x18.6x1.3x
Fri, 14 Feb 2025NT$3.7tNT$2.9tNT$186.1b19.3x20x1.3x
Sun, 12 Jan 2025NT$3.5tNT$2.9tNT$185.6b18.1x19x1.2x
Tue, 10 Dec 2024NT$3.7tNT$2.9tNT$185.6b19x19.7x1.3x
Thu, 07 Nov 2024NT$3.7tNT$2.8tNT$186.7b19x20x1.3x
Sat, 05 Oct 2024NT$3.8tNT$2.8tNT$187.6b19.4x20.4x1.4x
Mon, 02 Sep 2024NT$3.8tNT$2.8tNT$187.7b19x20.4x1.4x
Wed, 31 Jul 2024NT$3.8tNT$2.8tNT$183.9b20x20.8x1.4x
Fri, 28 Jun 2024NT$3.8tNT$2.8tNT$183.7b20.2x20.9x1.4x
Sun, 26 May 2024NT$3.7tNT$2.7tNT$181.5b20.4x20.6x1.4x
Tue, 23 Apr 2024NT$3.5tNT$2.7tNT$159.6b21.2x22.2x1.3x
Thu, 21 Mar 2024NT$3.6tNT$2.7tNT$152.9b21.3x23.4x1.3x
Sat, 17 Feb 2024NT$3.5tNT$2.7tNT$124.6b20.9x27.9x1.3x
Mon, 15 Jan 2024NT$3.5tNT$2.7tNT$124.8b20.6x27.9x1.3x
Wed, 13 Dec 2023NT$3.5tNT$2.7tNT$124.6b20.6x28.5x1.3x
Fri, 10 Nov 2023NT$3.4tNT$2.7tNT$112.6b19x29.9x1.2x
Sun, 08 Oct 2023NT$3.3tNT$2.7tNT$115.6b18.8x28.7x1.2x
Tue, 05 Sep 2023NT$3.4tNT$2.7tNT$115.8b18.6x29.1x1.2x
Thu, 03 Aug 2023NT$3.4tNT$2.7tNT$99.6b18x34.4x1.3x
Price to Earnings Ratio

34.4x


Total Market Cap: NT$3.4tTotal Earnings: NT$99.6bTotal Revenue: NT$2.7tTotal Market Cap vs Earnings and Revenue0%0%0%
Taiwanese Consumer Discretionary Sector Price to Earnings3Y Average 21.8x202420252026
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 18.2x which is lower than its 3-year average PE of 21.8x.
  • The 3-year average PS ratio of 1.2x is higher than the industry's current PS ratio of 0.99x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have grown 16% 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 Market2.11%
Consumer Discretionary-0.47%
Specialty Stores1.51%
Consumer Services1.05%
Hospitality0.23%
Consumer Durables0.18%
Online Retail and Ecommerce0%0
Luxury-0.24%
General Merchandise and Department Stores-0.26%
Leisure-0.77%
Retail Distributors-1.37%
Auto Components-2.15%
Auto-2.69%
Industry PE
  • Investors are most optimistic about the Auto industry which is trading above its 3-year average PE ratio of 30.1x.
    • 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 18.3x.
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
5904 POYA InternationalNT$668.009.3%
+NT$6.1b		37.6%PE21.2x
8464 Nien Made EnterpriseNT$379.005.3%
+NT$5.6b		-9.5%PE17.2x
2207 Hotai MotorLtdNT$498.001.6%
+NT$4.5b		-11.7%PE14.3x
6670 FuSheng PrecisionNT$273.005.0%
+NT$1.8b		-5.4%PE13.2x
1476 Eclat TextileNT$341.501.5%
+NT$1.4b		-13.3%PE16.5x

Latest News

8454
NT$244.50
momo.com
7D
-3.6%
1Y
-10.2%
5904
NT$668.00
POYA International
7D
9.3%
1Y
37.6%
2204
NT$51.80
China Motor
7D
-8.2%
1Y
-7.0%
6890
NT$175.50
Lai Yih Footwear
7D
2.6%
1Y
-39.1%
1476
NT$341.50
Eclat Textile
7D
1.5%
1Y
-13.3%
8033
NT$186.00
Thunder Tiger
7D
-9.0%
1Y
135.7%
2206
NT$63.10
Sanyang Motor
7D
-2.6%
1Y
2.3%
8464
NT$379.00
Nien Made Enterprise
7D
5.3%
1Y
-9.5%
6670
NT$273.00
FuSheng Precision
7D
5.0%
1Y
-5.4%
2374
NT$68.10
Ability Enterprise
7D
4.4%
1Y
27.7%
9910
NT$69.20
Feng Tay Enterprises
7D
1.5%
1Y
-42.8%
2105
NT$30.80
Cheng Shin Rubber Ind
7D
-7.2%
1Y
-26.1%
2207
NT$498.00
Hotai MotorLtd
7D
1.6%
1Y
-11.7%
8932
NT$109.00
Wiselink
7D
-6.4%
1Y
54.0%
2258
NT$32.00
Foxtron Vehicle Technologies
7D
-1.4%
1Y
-21.6%
2231
NT$95.20
Cub Elecparts
7D
-11.0%
1Y
32.4%