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Taiwanese (TAIEX) Consumer Discretionary Sector Analysis

UpdatedDec 12, 2025
DataAggregated Company Financials
Companies349
  • 7D-2.1%
  • 3M-3.9%
  • 1Y-17.0%
  • YTD-15.6%

Over the last 7 days, the Consumer Discretionary industry has dropped 1.3%, driven by declines in Eclat Textile and Feng Tay Enterprises of 8.8% and 7.0%, respectively. However, the industry is down 16% over the past year. 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
Fri, 12 Dec 2025NT$3.1tNT$2.9tNT$144.5b18x21.3x1.1x
Sun, 09 Nov 2025NT$3.1tNT$2.9tNT$151.6b18.2x20.5x1.1x
Tue, 07 Oct 2025NT$3.2tNT$2.9tNT$150.7b18.9x21x1.1x
Thu, 04 Sep 2025NT$3.2tNT$2.9tNT$150.8b18.4x21x1.1x
Sat, 02 Aug 2025NT$3.2tNT$3.0tNT$186.9b16.8x16.9x1.1x
Mon, 30 Jun 2025NT$3.2tNT$3.0tNT$187.4b16.8x17.1x1.1x
Wed, 28 May 2025NT$3.4tNT$3.0tNT$187.8b17.1x17.9x1.1x
Fri, 25 Apr 2025NT$3.3tNT$2.9tNT$198.0b15.8x16.4x1.1x
Sun, 23 Mar 2025NT$3.7tNT$2.9tNT$195.9b18.6x19.1x1.3x
Tue, 18 Feb 2025NT$3.7tNT$2.9tNT$186.1b19.4x20x1.3x
Thu, 16 Jan 2025NT$3.6tNT$2.9tNT$185.6b18.4x19.2x1.2x
Sat, 14 Dec 2024NT$3.6tNT$2.9tNT$185.6b18.7x19.5x1.3x
Mon, 11 Nov 2024NT$3.8tNT$2.8tNT$187.3b19.3x20x1.3x
Wed, 09 Oct 2024NT$3.8tNT$2.8tNT$187.6b19x20.3x1.4x
Fri, 06 Sep 2024NT$3.7tNT$2.8tNT$187.6b18.7x19.8x1.3x
Sun, 04 Aug 2024NT$3.8tNT$2.8tNT$184.1b19.9x20.6x1.4x
Tue, 02 Jul 2024NT$3.8tNT$2.8tNT$184.0b20.4x20.8x1.4x
Thu, 30 May 2024NT$3.8tNT$2.7tNT$181.5b20.6x20.7x1.4x
Sat, 27 Apr 2024NT$3.7tNT$2.7tNT$159.9b21.3x22.9x1.3x
Mon, 25 Mar 2024NT$3.6tNT$2.7tNT$153.6b21.4x23.3x1.3x
Wed, 21 Feb 2024NT$3.5tNT$2.7tNT$124.7b20.9x28.1x1.3x
Fri, 19 Jan 2024NT$3.3tNT$2.7tNT$124.8b19.8x26.8x1.2x
Sun, 17 Dec 2023NT$3.6tNT$2.7tNT$124.7b21x28.6x1.3x
Tue, 14 Nov 2023NT$3.3tNT$2.7tNT$111.7b18.9x30x1.2x
Thu, 12 Oct 2023NT$3.3tNT$2.7tNT$115.6b18.7x28.9x1.2x
Sat, 09 Sep 2023NT$3.4tNT$2.7tNT$115.6b18.3x29x1.2x
Mon, 07 Aug 2023NT$3.4tNT$2.7tNT$98.3b18x35.1x1.3x
Wed, 05 Jul 2023NT$3.6tNT$2.9tNT$101.7b20x35.8x1.2x
Fri, 02 Jun 2023NT$3.5tNT$2.9tNT$101.6b19.3x34.6x1.2x
Sun, 30 Apr 2023NT$3.3tNT$2.9tNT$119.3b17.1x27.8x1.1x
Tue, 28 Mar 2023NT$3.3tNT$2.9tNT$128.4b15.5x25.6x1.1x
Thu, 23 Feb 2023NT$3.3tNT$2.9tNT$156.1b15.2x20.8x1.1x
Sat, 21 Jan 2023NT$3.1tNT$2.9tNT$155.9b14.3x20.2x1.1x
Mon, 19 Dec 2022NT$3.0tNT$2.9tNT$156.0b14.3x19.5x1.1x
Price to Earnings Ratio

19.5x


Total Market Cap: NT$3.0tTotal Earnings: NT$156.0bTotal Revenue: NT$2.9tTotal Market Cap vs Earnings and Revenue0%0%0%
Taiwanese Consumer Discretionary Sector Price to Earnings3Y Average 23.2x202320242025
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 2.5% 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 Market0.87%
Consumer Discretionary-2.12%
Specialty Stores0.076%
Online Retail and Ecommerce0%0
Retail Distributors-0.24%
Consumer Durables-0.62%
General Merchandise and Department Stores-0.62%
Hospitality-1.34%
Consumer Services-1.56%
Auto-1.68%
Leisure-1.75%
Auto Components-2.35%
Luxury-4.32%
Industry PE
  • Investors are most optimistic about the Auto industry which is trading above its 3-year average PE ratio of 32.2x.
    • It looks like they are confident that earnings will grow faster in the future than they have historically.
  • Investors are most pessimistic about the Consumer Services industry, which is trading close to its 3-year average of 19.3x.
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$592.000.7%
+NT$2.2b		-2.8%PE18x
1736 Johnson Health Tech .CoNT$160.003.6%
+NT$1.7b		-17.7%PE17.1x
8464 Nien Made EnterpriseNT$386.501.3%
+NT$1.5b		-0.8%PE17.2x
2236 Patec Precision IndustryNT$114.5018.3%
+NT$977.4m		-5.2%PE21.6x
5904 POYA InternationalNT$441.001.8%
+NT$847.9m		-6.6%PE15.9x

Latest News

2236
NT$114.50
Patec Precision Industry
7D
18.3%
1Y
-5.2%
2258
NT$38.85
Foxtron Vehicle Technologies
7D
-2.6%
1Y
-2.8%
2424
NT$42.65
Lung Hwa Electronics
7D
32.2%
1Y
-34.7%
6275
NT$53.40
Yen Sun Technology
7D
14.7%
1Y
13.3%
9921
NT$96.20
Giant Manufacturing
7D
-5.7%
1Y
-35.7%
1736
NT$160.00
Johnson Health Tech .Co
7D
3.6%
1Y
-17.7%
1476
NT$389.00
Eclat Textile
7D
-9.0%
1Y
-25.3%
6890
NT$267.00
Lai Yih Footwear
7D
-6.8%
1Y
-30.8%
4419
NT$45.40
King House
7D
7.5%
1Y
-5.2%
9910
NT$119.50
Feng Tay Enterprises
7D
-7.4%
1Y
-15.2%
2207
NT$592.00
Hotai MotorLtd
7D
0.7%
1Y
-2.8%
2105
NT$30.80
Cheng Shin Rubber Ind
7D
-2.2%
1Y
-39.3%
8464
NT$386.50
Nien Made Enterprise
7D
1.3%
1Y
-0.8%
1319
NT$87.90
Tong Yang Industry
7D
-8.7%
1Y
-23.6%
5904
NT$441.00
POYA International
7D
1.8%
1Y
-6.6%
1477
NT$294.50
Makalot Industrial
7D
-4.8%
1Y
-5.3%