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Taiwanese (TAIEX) Consumer Durables Industry Analysis

UpdatedDec 03, 2022
DataAggregated Company Financials
Companies48
  • 7D2.4%
  • 3M-0.7%
  • 1Y-16.2%
  • YTD-20.4%

In the last week, the Consumer Durables industry is up 2.4%, with Nien Made Enterprise up 2.9%. Meanwhile, Meiloon Industrial actually underperformed within the industry, shrinking 20% in the last week. In contrast, the industry has lost 16% in the last 12 months. As for the next few years, earnings are expected to grow by 5.3% per annum.

Industry Valuation and Performance

Has the Taiwanese Consumer Durables Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 03 Dec 2022NT$278.4bNT$419.8bNT$16.8b13.1x16.6x0.7x
Mon, 31 Oct 2022NT$253.6bNT$404.5bNT$14.4b12.6x17.6x0.6x
Wed, 28 Sep 2022NT$267.8bNT$401.9bNT$14.3b13.7x18.7x0.7x
Fri, 26 Aug 2022NT$285.1bNT$400.8bNT$14.4b13.2x19.8x0.7x
Sun, 24 Jul 2022NT$260.1bNT$355.1bNT$13.8b13.4x18.8x0.7x
Tue, 21 Jun 2022NT$266.9bNT$355.1bNT$13.8b13.1x19.3x0.8x
Thu, 19 May 2022NT$281.9bNT$354.7bNT$13.8b13.7x20.5x0.8x
Sat, 16 Apr 2022NT$290.7bNT$344.9bNT$21.4b13.7x13.6x0.8x
Mon, 14 Mar 2022NT$299.6bNT$341.0bNT$22.5b13x13.3x0.9x
Wed, 09 Feb 2022NT$325.3bNT$341.4bNT$22.1b12.8x14.7x1x
Fri, 07 Jan 2022NT$335.9bNT$341.4bNT$22.1b12.8x15.2x1x
Sun, 05 Dec 2021NT$316.6bNT$341.4bNT$22.1b12.3x14.3x0.9x
Tue, 02 Nov 2021NT$317.1bNT$340.8bNT$24.8b11.4x12.8x0.9x
Thu, 30 Sep 2021NT$310.2bNT$340.2bNT$24.7b11.2x12.5x0.9x
Sat, 28 Aug 2021NT$320.5bNT$340.2bNT$24.7b10.9x13x0.9x
Sun, 04 Jul 2021NT$337.3bNT$340.2bNT$24.7b12.1x13.6x1x
Wed, 07 Apr 2021NT$338.4bNT$327.8bNT$23.6b12.6x14.3x1x
Sat, 09 Jan 2021NT$295.3bNT$308.8bNT$15.2b13.4x19.4x1x
Fri, 02 Oct 2020NT$280.0bNT$301.3bNT$13.4b13.8x20.9x0.9x
Mon, 06 Jul 2020NT$252.2bNT$293.8bNT$11.2b18.4x22.6x0.9x
Thu, 09 Apr 2020NT$185.1bNT$303.4bNT$11.6b13.5x16x0.6x
Wed, 01 Jan 2020NT$254.1bNT$314.8bNT$12.5b15.7x20.3x0.8x
Price to Earnings Ratio

17.8x


Total Market Cap: NT$251.1bTotal Earnings: NT$14.1bTotal Revenue: NT$317.2bTotal Market Cap vs Earnings and Revenue0%0%0%
Taiwanese Consumer Durables Industry Price to Earnings3Y Average 17.8x202020212022
Current Industry PE
  • Investors are relatively neutral on the Taiwanese Consumer Durables 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 17.8x.
  • The industry is trading close to its 3-year average PS ratio of 0.87x.
Past Earnings Growth
  • The earnings for companies in the Consumer Durables industry have grown 5.9% per year over the last three years.
  • Revenues for these companies have grown 9.8% 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 industry?

TW Market1.55%
Consumer Discretionary3.00%
Consumer Durables2.39%
Household Appliances2.88%
Home Furnishings2.73%
Consumer Electronics2.22%
Homebuilding0%
Housewares and Specialties-2.83%
Industry PE
  • Investors are most optimistic about the Consumer Electronics industry which is trading above its 3-year average PE ratio of 35.5x.
    • Analysts are expecting annual earnings growth of 16.4%, which is higher than its past year's earnings decline of 61.1% per year.
  • Investors are most pessimistic about the Household Appliances industry, which is trading below its 3-year average of 14.7x.
Forecasted Growth
  • Analysts are most optimistic on the Consumer Electronics industry, expecting annual earnings growth of 16% over the next 5 years.
  • This is better than its past earnings decline of 61% per year.
  • In contrast, the Home Furnishings industry is expected to see its earnings grow by 2.1% 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
8464 Nien Made EnterpriseNT$285.502.9%
+NT$2.3b
-25.7%PE13.6x
2439 Merry ElectronicsNT$89.805.5%
+NT$1.0b
-5.0%PE12x
2312 Kinpo ElectronicsNT$14.404.7%
+NT$952.0m
9.1%PE24.8x
8916 Kwong Lung EnterpriseNT$59.105.7%
+NT$444.9m
45.9%PE8.2x
3059 AltekNT$38.154.2%
+NT$426.2m
-1.5%PE27.6x
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Latest News

3067

NT$34.55

Phonic

7D

-9.3%

1Y

-17.0%

2477

NT$18.70

Meiloon Industrial

7D

-20.0%

1Y

-52.1%

1558

NT$117.00

Zeng Hsing Industrial

7D

4.5%

1Y

-18.8%

3557

NT$50.20

Jia Wei Lifestyle

7D

-4.9%

1Y

-36.6%

2424

NT$20.35

Lung Hwa Electronics

7D

-4.7%

1Y

-5.8%

3059

NT$38.15

Altek

7D

4.2%

1Y

-1.5%

9911

NT$62.80

Taiwan Sakura

7D

2.4%

1Y

-7.4%

8464

NT$285.50

Nien Made Enterprise

7D

2.9%

1Y

-25.7%

8916

NT$59.10

Kwong Lung Enterprise

7D

5.7%

1Y

45.9%

6225

NT$8.45

AIPTEK International

7D

-17.8%

1Y

-40.5%

4950

NT$21.60

Mutto Optronics

7D

-3.4%

1Y

13.4%

4564

NT$25.90

Mosa Industrial

7D

8.4%

1Y

-35.3%

2417

NT$23.10

AVerMedia Technologies

7D

-4.9%

1Y

-8.7%

2439

NT$89.80

Merry Electronics

7D

5.5%

1Y

-5.0%

2312

NT$14.40

Kinpo Electronics

7D

4.7%

1Y

9.1%

1604

NT$25.25

Sampo

7D

-0.6%

1Y

-14.3%