There's Been No Shortage Of Growth Recently For My Humble House Hospitality Management Consulting's (TWSE:2739) Returns On Capital
Jan 20
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Taiwanese (TAIEX) Hospitality Industry Analysis
UpdatedJan 21, 2025
DataAggregated Company Financials
Companies63
- 7D4.4%
- 3M-5.3%
- 1Y-8.5%
- YTD-0.9%
In the last week, the Hospitality industry is up 4.4%, with Formosa International Hotels leading the way with a 4.9% gain. In the past year, the industry is down 8.5%. As for the next few years, earnings are expected to grow by 23% per annum.
Industry Valuation and Performance
Has the Taiwanese Hospitality Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 21 Jan 2025 | NT$281.1b | NT$212.0b | NT$15.4b | 17.7x | 18.3x | 1.3x |
| Thu, 19 Dec 2024 | NT$284.3b | NT$183.5b | NT$14.0b | 17.5x | 20.3x | 1.5x |
| Sat, 16 Nov 2024 | NT$282.2b | NT$207.5b | NT$13.4b | 17.6x | 21x | 1.4x |
| Mon, 14 Oct 2024 | NT$288.1b | NT$205.5b | NT$14.1b | 17.9x | 20.5x | 1.4x |
| Wed, 11 Sep 2024 | NT$282.9b | NT$205.6b | NT$14.0b | 17.7x | 20.2x | 1.4x |
| Fri, 09 Aug 2024 | NT$280.4b | NT$202.1b | NT$15.0b | 18.1x | 18.7x | 1.4x |
| Sun, 07 Jul 2024 | NT$310.8b | NT$202.1b | NT$15.1b | 21.4x | 20.5x | 1.5x |
| Tue, 04 Jun 2024 | NT$309.2b | NT$197.4b | NT$14.6b | 20.8x | 21.1x | 1.6x |
| Thu, 02 May 2024 | NT$315.5b | NT$192.4b | NT$12.8b | 21.6x | 24.6x | 1.6x |
| Sat, 30 Mar 2024 | NT$299.5b | NT$184.2b | NT$11.8b | 22x | 25.5x | 1.6x |
| Mon, 26 Feb 2024 | NT$287.0b | NT$174.3b | NT$12.3b | 19.8x | 23.2x | 1.6x |
| Wed, 24 Jan 2024 | NT$280.7b | NT$165.3b | NT$12.0b | 20.5x | 23.3x | 1.7x |
| Fri, 22 Dec 2023 | NT$280.6b | NT$159.8b | NT$11.8b | 20.3x | 23.8x | 1.8x |
| Sun, 19 Nov 2023 | NT$288.7b | NT$158.7b | NT$11.6b | 21x | 24.9x | 1.8x |
| Tue, 17 Oct 2023 | NT$260.4b | NT$146.6b | NT$10.6b | 20.7x | 24.6x | 1.8x |
| Thu, 14 Sep 2023 | NT$272.5b | NT$146.6b | NT$10.6b | 22.5x | 25.7x | 1.9x |
| Sat, 12 Aug 2023 | NT$293.5b | NT$140.0b | NT$8.1b | 29.8x | 36.3x | 2.1x |
| Mon, 10 Jul 2023 | NT$314.3b | NT$128.3b | NT$6.0b | 32.2x | 52.2x | 2.4x |
| Wed, 07 Jun 2023 | NT$330.8b | NT$127.2b | NT$5.7b | 33.2x | 58.5x | 2.6x |
| Fri, 05 May 2023 | NT$287.7b | NT$118.4b | NT$4.3b | 30.8x | 66.6x | 2.4x |
| Sun, 02 Apr 2023 | NT$279.0b | NT$117.3b | NT$4.4b | 30.2x | 62.9x | 2.4x |
| Tue, 28 Feb 2023 | NT$289.3b | NT$113.8b | NT$3.1b | 37.3x | 93.9x | 2.5x |
| Thu, 26 Jan 2023 | NT$235.8b | NT$113.6b | NT$3.2b | 29.2x | 74.8x | 2.1x |
| Sat, 24 Dec 2022 | NT$227.3b | NT$113.6b | NT$3.2b | 28.8x | 72.1x | 2x |
| Mon, 21 Nov 2022 | NT$204.8b | NT$113.4b | NT$3.1b | 26.9x | 66.6x | 1.8x |
| Wed, 19 Oct 2022 | NT$194.1b | NT$104.2b | NT$1.2b | 29x | 156.7x | 1.9x |
| Fri, 16 Sep 2022 | NT$200.7b | NT$104.2b | NT$1.2b | 30.1x | 162.1x | 1.9x |
| Sun, 14 Aug 2022 | NT$185.4b | NT$101.7b | NT$1.4b | 24x | 129.3x | 1.8x |
| Tue, 12 Jul 2022 | NT$185.2b | NT$101.3b | NT$1.4b | 27.4x | 136.7x | 1.8x |
| Thu, 09 Jun 2022 | NT$192.5b | NT$101.3b | NT$1.4b | 27.5x | 142.1x | 1.9x |
| Sat, 07 May 2022 | NT$183.5b | NT$101.7b | NT$1.3b | 22.7x | 138.2x | 1.8x |
| Mon, 04 Apr 2022 | NT$187.2b | NT$100.8b | NT$1.2b | 22.9x | 156.4x | 1.9x |
| Wed, 02 Mar 2022 | NT$192.8b | NT$101.8b | NT$1.2b | 28.7x | 162.6x | 1.9x |
| Fri, 28 Jan 2022 | NT$175.5b | NT$102.0b | NT$1.1b | 30.7x | 156.9x | 1.7x |
Price to Earnings Ratio
156.9x
Current Industry PE
- Investors are pessimistic on the Taiwanese Hospitality 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 18.3x which is lower than its 3-year average PE of 67.4x.
- The 3-year average PS ratio of 1.8x is higher than the industry's current PS ratio of 1.3x.
Past Earnings Growth
- The earnings for companies in the Hospitality industry have grown 140% per year over the last three years.
- Revenues for these companies have grown 28% 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 Market | 3.46% | |
| Consumer Discretionary | 2.81% | |
| Hospitality | 4.39% | |
| Hotels, Resorts and Cruise Lines | 7.03% | |
| Casinos and Gaming | 4.41% | |
| Restaurants | 2.37% | |
| Leisure Facilities | 2.05% | |
Industry PE
- Investors are most optimistic about the Leisure Facilities industry which is trading above its 3-year average PE ratio of 20.7x.
- Analysts are expecting annual earnings growth of 49.9%, which is higher than its past year's earnings growth of 40.6% per year.
Forecasted Growth
- Analysts are most optimistic on the Leisure Facilities industry, expecting annual earnings growth of 50% over the next 5 years.
- This is better than its past earnings growth rate of 41% per year.
- In contrast, the Hotels, Resorts and Cruise Lines industry is expected to see its earnings grow by 8.8% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 2723 Gourmet Master | NT$103.50 | 8.3% +NT$1.4b | 7.0% | PE46x | |
| 2707 Formosa International Hotels | NT$193.00 | 6.0% +NT$1.4b | -8.1% | PE18.1x | |
| 2748 FDC International Hotels | NT$62.90 | 15.0% +NT$867.4m | -17.5% | PE21.8x | |
| 2719 TSG Star Travel | NT$53.30 | 27.5% +NT$793.1m | -7.5% | PE16.3x | |
| 2731 Lion Travel Service | NT$129.00 | 6.6% +NT$746.2m | 0.8% | PE8x |
