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Taiwanese (TAIEX) Consumer Discretionary Sector Analysis

UpdatedMay 30, 2024
DataAggregated Company Financials
Companies328
  • 7D-0.3%
  • 3M5.0%
  • 1Y3.7%
  • YTD4.1%

Last week, the Consumer Discretionary industry hasn't moved much but Eclat Textile is up 4.1% in that time. The past year has been better, since the industry has gained 4.7% in that time. As for the next few years, earnings are expected to grow by 15% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
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
Wed, 16 Nov 2022NT$3.0tNT$2.8tNT$152.1b14.2x19.5x1x
Fri, 14 Oct 2022NT$2.7tNT$2.8tNT$149.6b15.3x18.2x1x
Sun, 11 Sep 2022NT$3.0tNT$2.8tNT$149.6b16.4x20.1x1.1x
Tue, 09 Aug 2022NT$2.9tNT$2.7tNT$158.2b15.7x18.5x1.1x
Thu, 07 Jul 2022NT$2.9tNT$2.7tNT$155.0b15.2x18.5x1.1x
Sat, 04 Jun 2022NT$3.0tNT$2.7tNT$154.9b15.9x19.7x1.1x
Mon, 02 May 2022NT$3.0tNT$2.7tNT$164.7b16.1x18.2x1.1x
Wed, 30 Mar 2022NT$3.1tNT$2.7tNT$167.0b16.9x18.6x1.2x
Fri, 25 Feb 2022NT$3.2tNT$2.7tNT$169.1b16.7x19.1x1.2x
Sun, 23 Jan 2022NT$3.3tNT$2.7tNT$168.7b16.9x19.7x1.3x
Tue, 21 Dec 2021NT$3.4tNT$2.7tNT$168.7b17.2x20x1.3x
Thu, 18 Nov 2021NT$3.5tNT$2.7tNT$167.3b16.9x20.7x1.3x
Sat, 16 Oct 2021NT$3.3tNT$2.7tNT$179.4b15.3x18.3x1.2x
Mon, 13 Sep 2021NT$3.4tNT$2.7tNT$179.3b15.4x19.2x1.3x
Wed, 11 Aug 2021NT$3.5tNT$2.7tNT$179.3b15.8x19.5x1.3x
Sun, 06 Jun 2021NT$3.4tNT$2.6tNT$169.6b17.9x19.9x1.3x
Price to Earnings Ratio

19.9x


Total Market Cap: NT$3.4tTotal Earnings: NT$169.6bTotal Revenue: NT$2.6tTotal Market Cap vs Earnings and Revenue0%0%0%
Taiwanese Consumer Discretionary Sector Price to Earnings3Y Average 23x202220232024
Current Industry PE
  • Investors are pessimistic on the Taiwanese Consumer Discretionary 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 20.7x which is lower than its 3-year average PE of 23.0x.
  • The 3-year average PS ratio of 1.2x is lower than the industry's current PS ratio of 1.4x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have grown 2.3% per year over the last three years, while revenues have remained mostly flat.
  • This means that companies overall are more efficiently conducting business since profits are increasing while sales have been flat.

Industry Trends

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

TW Market0.64%
Consumer Discretionary-0.27%
Auto1.21%
Hospitality0.70%
Retail Distributors0.59%
Consumer Durables0.19%
Online Retail and Ecommerce0%
Luxury-0.17%
Leisure-0.46%
General Merchandise and Department Stores-0.59%
Consumer Services-0.61%
Auto Components-0.84%
Specialty Stores-1.38%
Industry PE
  • Investors are most optimistic about the General Merchandise and Department Stores industry which is trading above its 3-year average PE ratio of 30.1x.
    • Analysts are expecting annual earnings growth of 9.3%, which is lower than the prior year's growth of 27.4% per year.
  • Investors are most pessimistic about the Specialty Stores industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average.
Forecasted Growth
  • Analysts are most optimistic on the Leisure industry, expecting annual earnings growth of 20% over the next 5 years.
  • This is better than its past earnings decline of 43% per year.
  • In contrast, the General Merchandise and Department Stores industry is expected to see its earnings grow by 9.3% 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
1476 Eclat TextileNT$485.004.1%
+NT$5.2b		3.4%PE23x
2489 AmTRAN TechnologyLtdNT$23.5531.2%
+NT$4.1b		77.7%PE38.1x
1477 Makalot IndustrialNT$378.504.3%
+NT$3.7b		73.6%PE22x
2204 China MotorNT$127.504.9%
+NT$3.3b		33.1%PE13x
2231 Cub ElecpartsNT$131.0017.0%
+NT$2.7b		-21.6%PE45.5x
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