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Taiwanese (TAIEX) Consumer Discretionary Sector Analysis

UpdatedSep 16, 2025
DataAggregated Company Financials
Companies346
  • 7D-1.5%
  • 3M-1.3%
  • 1Y-16.7%
  • YTD-12.4%

Last week, the Consumer Discretionary industry hasn't moved much but Hotai MotorLtd is up 5.6% in that time. Unfortunately though, the industry is down 16% over the past 12 months. Looking forward, earnings are forecast to grow by 15% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 16 Sep 2025NT$3.2tNT$2.9tNT$150.7b18.8x21.1x1.1x
Thu, 14 Aug 2025NT$3.2tNT$3.0tNT$179.1b17x17.7x1.1x
Sat, 12 Jul 2025NT$3.1tNT$3.0tNT$187.4b16.5x16.8x1.1x
Mon, 09 Jun 2025NT$3.3tNT$3.0tNT$187.6b16.7x17.4x1.1x
Wed, 07 May 2025NT$3.3tNT$2.9tNT$198.1b16.6x16.8x1.1x
Fri, 04 Apr 2025NT$3.6tNT$2.9tNT$197.4b18.1x18.1x1.2x
Sun, 02 Mar 2025NT$3.8tNT$2.9tNT$187.6b19.7x20.3x1.3x
Tue, 28 Jan 2025NT$3.6tNT$2.9tNT$186.1b18.7x19.6x1.3x
Thu, 26 Dec 2024NT$3.6tNT$2.9tNT$185.6b18.8x19.4x1.3x
Sat, 23 Nov 2024NT$3.7tNT$2.9tNT$185.5b19.2x20x1.3x
Mon, 21 Oct 2024NT$3.8tNT$2.8tNT$187.6b19x20.2x1.3x
Wed, 18 Sep 2024NT$3.8tNT$2.8tNT$187.5b18.8x20.1x1.3x
Fri, 16 Aug 2024NT$3.7tNT$2.8tNT$185.9b19x19.9x1.3x
Sun, 14 Jul 2024NT$3.9tNT$2.8tNT$184.0b20.1x21x1.4x
Tue, 11 Jun 2024NT$3.8tNT$2.7tNT$181.4b20.7x21.1x1.4x
Thu, 09 May 2024NT$3.7tNT$2.7tNT$161.8b21.8x22.9x1.4x
Sat, 06 Apr 2024NT$3.6tNT$2.7tNT$158.6b21.7x22.7x1.3x
Mon, 04 Mar 2024NT$3.6tNT$2.7tNT$124.9b20.4x28.5x1.3x
Wed, 31 Jan 2024NT$3.4tNT$2.7tNT$124.2b20.8x27.7x1.3x
Fri, 29 Dec 2023NT$3.6tNT$2.7tNT$124.6b20.8x28.6x1.3x
Sun, 26 Nov 2023NT$3.5tNT$2.7tNT$126.5b20.6x27.8x1.3x
Tue, 24 Oct 2023NT$3.2tNT$2.7tNT$115.6b18.2x28x1.2x
Thu, 21 Sep 2023NT$3.3tNT$2.7tNT$115.6b19.1x28.9x1.2x
Sat, 19 Aug 2023NT$3.3tNT$2.7tNT$117.4b18.8x27.8x1.2x
Mon, 17 Jul 2023NT$3.6tNT$2.9tNT$100.6b19.4x35.3x1.2x
Wed, 14 Jun 2023NT$3.6tNT$2.9tNT$102.9b19.9x34.9x1.2x
Fri, 12 May 2023NT$3.3tNT$2.9tNT$117.3b17.1x28.1x1.1x
Sun, 09 Apr 2023NT$3.3tNT$2.9tNT$123.9b16.4x26.5x1.1x
Tue, 07 Mar 2023NT$3.3tNT$2.9tNT$155.3b16.1x21.3x1.1x
Thu, 02 Feb 2023NT$3.2tNT$2.9tNT$155.9b14.8x20.6x1.1x
Sat, 31 Dec 2022NT$3.0tNT$2.9tNT$155.9b14.2x19.5x1.1x
Mon, 28 Nov 2022NT$3.0tNT$2.9tNT$155.8b13.9x19.3x1x
Wed, 26 Oct 2022NT$2.7tNT$2.8tNT$149.6b14.6x18.1x1x
Fri, 23 Sep 2022NT$3.0tNT$2.8tNT$149.6b16.1x19.9x1.1x
Price to Earnings Ratio

19.9x


Total Market Cap: NT$3.0tTotal Earnings: NT$149.6bTotal Revenue: NT$2.8tTotal Market Cap vs Earnings and Revenue0%0%0%
Taiwanese Consumer Discretionary Sector Price to Earnings3Y Average 23x202320242025
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 23.0x.
  • 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 remained mostly flat over the last three years.
  • Meanwhile revenues for these companies have grown 2.0% per year.
  • This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased and as a result, profits have held steady.

Industry Trends

Which industries have driven the changes within the Taiwanese Consumer Discretionary sector?

TW Market2.82%
Consumer Discretionary-1.47%
Specialty Stores3.44%
Online Retail and Ecommerce0%0
Auto-0.40%
Hospitality-0.51%
Retail Distributors-1.37%
Consumer Durables-1.50%
General Merchandise and Department Stores-1.98%
Auto Components-2.52%
Luxury-2.96%
Consumer Services-3.40%
Leisure-3.44%
Industry PE
  • Investors are most optimistic about the Auto industry even though it's trading below its 3-year average PE ratio of 36.4x.
    • 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 17.6x.
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 growth rate of 30% per year.
  • In contrast, the Luxury industry is expected to see its earnings grow by 5.8% 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
2207 Hotai MotorLtdNT$599.004.9%
+NT$15.6b		-6.7%PE19.7x
2374 Ability EnterpriseNT$97.5014.4%
+NT$3.6b		100.2%PE62.5x
2201 Yulon MotorNT$34.654.5%
+NT$1.6b		-38.8%PE15.2x
8478 Alexander MarineNT$215.507.2%
+NT$1.4b		-26.5%PE54.4x
2903 Far Eastern Department StoresNT$22.054.3%
+NT$1.3b		-17.6%PE14.9x

Latest News

8478
NT$215.50
Alexander Marine
7D
7.2%
1Y
-26.5%
2374
NT$97.50
Ability Enterprise
7D
14.4%
1Y
100.2%
6629
NT$121.00
Thai Kin
7D
18.6%
1Y
-9.0%
3059
NT$55.70
Altek
7D
-11.6%
1Y
55.6%
9910
NT$111.50
Feng Tay Enterprises
7D
-3.0%
1Y
-20.6%
2753
NT$206.50
Bafang Yunji International
7D
4.0%
1Y
36.3%
6890
NT$208.00
Lai Yih Footwear
7D
-10.0%
1Y
-45.4%
8932
NT$201.50
Wiselink
7D
-15.0%
1Y
173.2%
8033
NT$151.50
Thunder Tiger
7D
-15.8%
1Y
172.0%
8454
NT$241.00
momo.com
7D
-4.4%
1Y
-34.8%

Logistics And AI Efficiency Will Unlock Taiwan E-commerce Potential

The downward revision in momo.com's price target reflects mildly lower future earnings multiples and a slight decrease in consensus revenue growth forecasts, resulting in a new fair value estimate of NT$300.63. What's in the News momo.com Inc.
1319
NT$96.40
Tong Yang Industry
7D
-4.6%
1Y
-10.3%
2201
NT$34.65
Yulon Motor
7D
4.5%
1Y
-38.8%
2903
NT$22.05
Far Eastern Department Stores
7D
4.3%
1Y
-17.6%
2207
NT$599.00
Hotai MotorLtd
7D
4.9%
1Y
-6.7%
2727
NT$233.50
Wowprime
7D
4.2%
1Y
4.5%
8464
NT$454.50
Nien Made Enterprise
7D
-2.4%
1Y
-5.3%