Polish (WIG) Electronic Equipment and Components Industry Analysis

Industry Valuation and Performance

Has the Polish Electronic Equipment and Components Industry valuation changed over the past few years?

Date	Market Cap	Revenue	Earnings	PE	Absolute PE	PS
Thu, 01 Dec 2022	zł4.3b	zł33.8b	zł772.8m	5.3x	5.6x	0.1x
Sat, 29 Oct 2022	zł3.8b	zł33.6b	zł776.1m	5x	4.9x	0.1x
Mon, 26 Sep 2022	zł3.5b	zł33.9b	zł813.8m	7.6x	4.3x	0.1x
Wed, 24 Aug 2022	zł3.7b	zł33.3b	zł792.7m	8.7x	4.6x	0.1x
Fri, 22 Jul 2022	zł3.6b	zł33.7b	zł739.3m	8.9x	4.8x	0.1x
Sun, 19 Jun 2022	zł3.5b	zł33.1b	zł876.0m	9.1x	4x	0.1x
Tue, 17 May 2022	zł3.8b	zł32.7b	zł920.6m	8.9x	4.1x	0.1x
Thu, 14 Apr 2022	zł3.9b	zł32.2b	zł1.1b	9.2x	3.5x	0.1x
Sat, 12 Mar 2022	zł3.7b	zł32.5b	zł1.1b	8.9x	3.3x	0.1x
Mon, 07 Feb 2022	zł4.2b	zł30.8b	zł1.1b	8.6x	3.9x	0.1x
Wed, 05 Jan 2022	zł4.6b	zł30.7b	zł1.1b	7.8x	4.2x	0.1x
Fri, 03 Dec 2021	zł4.4b	zł30.8b	zł1.1b	7.4x	4x	0.1x
Sun, 31 Oct 2021	zł4.8b	zł29.9b	zł1.1b	7.6x	4.6x	0.2x
Tue, 28 Sep 2021	zł5.0b	zł29.6b	zł1.0b	8.1x	4.9x	0.2x
Thu, 26 Aug 2021	zł5.1b	zł28.8b	zł1.0b	8.4x	5.1x	0.2x
Fri, 02 Jul 2021	zł4.6b	zł28.8b	zł1.0b	8x	4.6x	0.2x
Mon, 05 Apr 2021	zł4.3b	zł27.9b	zł959.6m	6.9x	4.5x	0.2x
Thu, 07 Jan 2021	zł3.2b	zł25.7b	zł830.3m	6x	3.8x	0.1x
Wed, 30 Sep 2020	zł2.9b	zł24.1b	zł328.0m	9.6x	8.7x	0.1x
Sat, 04 Jul 2020	zł2.7b	zł22.9b	zł273.0m	8x	9.8x	0.1x
Tue, 07 Apr 2020	zł2.1b	zł22.8b	zł242.6m	7.8x	8.6x	0.09x
Fri, 10 Jan 2020	zł2.5b	zł21.2b	zł221.8m	9.3x	11.1x	0.1x

Current Industry PE

Investors are pessimistic on the Polish Electronic 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 5.6x which is lower than its 3-year average PE of 6.3x.

Past Earnings Growth

The earnings for companies in the Electronic industry have grown 64% per year over the last three years.
Revenues for these companies have grown 17% 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 Polish Tech industry?


PL Market	0.13%
Tech	2.09%
Electronic Equipment and Components	3.83%
Technology Distributors	6.41%
Electronic Components	0.57%
Electronic Manufacturing Services	0%
Electronic Equipment and Instruments	-0.96%

Industry PE

Investors are most optimistic about the Electronic Equipment and Instruments industry which is trading above its 3-year average PE ratio of 9.6x.

It looks like they are confident that earnings will grow faster in the future than they have historically.

Forecasted Growth

Despite it being negative, analysts are least pessimistic on the Technology Distributors industry since they expect its earnings to decline by only 6.7% per year over the next 5 years, which isn't as bad as the other industries.
This is a reversal from its past annual earnings growth rate of 71% per year.

In contrast, the Technology Distributors industry is expected to see its earnings decline by 6.7% 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
ASB ASBISc Enterprises	zł23.48	11.0% +zł128.0m	2.8%	PE3.8x
ABE AB	zł47.20	1.8% +zł13.7m	0.4%	PE4.8x
ETL Eurotel	zł60.80	5.9% +zł12.7m	62.6%	PE5.3x
ACT Action	zł15.02	3.7% +zł10.8m	11.3%	PE5.3x
APN Aplisens	zł14.10	5.2% +zł7.5m	0%	PE6.8x

Nov 23

Industry Valuation and Performance