Hotai MotorLtd (TWSE:2207) Is Very Good At Capital Allocation
Jul 02
Taiwanese (TAIEX) Specialty Stores Industry Analysis
UpdatedJul 26, 2024
DataAggregated Company Financials
Companies20
- 7D-0.3%
- 3M3.8%
- 1Y-11.8%
- YTD-6.6%
National Petroleum is up 0.2%, leading the way for the Specialty Stores industry, which has gained 2.0%. In the same time, North-Star International was down 7.6%. In the past year, the industry is down 11%.
Industry Valuation and Performance
Has the Taiwanese Specialty Stores Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|
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Current Industry PE
- Investors are pessimistic on the Taiwanese Specialty Retail 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 16.8x which is higher than its 3-year average PE of -29.8x.
- The industry is trading close to its 3-year average PS ratio of 1.00x.
Past Earnings Growth
- The earnings for companies in the Specialty Retail industry have grown 9.6% per year over the last three years.
- Revenues for these companies have grown 3.9% 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 | -2.30% | |
| Consumer Discretionary | -1.75% | |
| Specialty Stores | -0.25% | |
| Home Improvement Retail | 0.45% | |
| Automotive Retail | -0.048% | |
| Home Furnishing Retail | -0.48% | |
| Apparel Retail | -1.48% | |
| Computer and Electronics Retail | -1.56% | |
| Specialty Stores | -3.96% | |
Industry PE
- Investors are most optimistic about the Home Improvement Retail industry which is trading above its 3-year average PE ratio of 20.4x.
- It looks like they are confident that earnings will grow faster in the future than they have historically.
Forecasted GrowthThere is insufficient data on the sub-industries of this industry.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 2207 Hotai MotorLtd | NT$644.00 | 0.6% +NT$2.2b | -15.0% | PE15.2x | |
| 2941 Mister International Enterprise | NT$93.90 | 2.1% +NT$29.2m | 23.9% | PE26.6x | |
| 2947 Zhen Yu Hardware | NT$89.90 | 0.4% +NT$7.7m | 1.6% | PE33.8x | |
| 8472 GOMAJI | NT$28.20 | 0.9% +NT$4.4m | -26.2% | PS1.3x |