Narrative Update • Jun 09

Over the last 7 days, the market has dropped 5.7%, driven by a loss of 6.7% in the Information Technology sector. As for the longer term, the market has actually risen by 92% in the last year. Earnings are forecast to grow by 26% annually.
Has the Taiwanese Market valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 12 Jun 2026 | NT$152.8t | NT$56.1t | NT$5.1t | 22.5x | 29.9x | 2.7x |
| Sun, 10 May 2026 | NT$147.8t | NT$53.6t | NT$4.8t | 22.6x | 30.7x | 2.8x |
| Tue, 07 Apr 2026 | NT$115.7t | NT$52.9t | NT$4.5t | 20.9x | 25.7x | 2.2x |
| Thu, 05 Mar 2026 | NT$115.4t | NT$51.5t | NT$4.4t | 20.4x | 26x | 2.2x |
| Sat, 31 Jan 2026 | NT$113.1t | NT$51.1t | NT$4.4t | 21x | 25.8x | 2.2x |
| Mon, 29 Dec 2025 | NT$100.8t | NT$50.8t | NT$4.2t | 20.5x | 23.9x | 2x |
| Wed, 26 Nov 2025 | NT$94.7t | NT$51.0t | NT$4.2t | 20x | 22.5x | 1.9x |
| Fri, 24 Oct 2025 | NT$96.8t | NT$50.3t | NT$4.2t | 21.1x | 23.2x | 1.9x |
| Sun, 21 Sep 2025 | NT$90.6t | NT$50.0t | NT$4.1t | 21.2x | 22.3x | 1.8x |
| Tue, 19 Aug 2025 | NT$86.4t | NT$49.3t | NT$4.1t | 20.8x | 20.9x | 1.8x |
| Thu, 17 Jul 2025 | NT$81.4t | NT$48.2t | NT$4.2t | 18.5x | 19.2x | 1.7x |
| Sat, 14 Jun 2025 | NT$78.2t | NT$48.2t | NT$4.2t | 18.5x | 18.4x | 1.6x |
| Mon, 12 May 2025 | NT$74.0t | NT$47.0t | NT$4.2t | 18.5x | 17.5x | 1.6x |
| Wed, 09 Apr 2025 | NT$65.4t | NT$46.3t | NT$4.1t | 16.5x | 16.1x | 1.4x |
| Fri, 07 Mar 2025 | NT$80.6t | NT$45.7t | NT$3.8t | 21.4x | 21x | 1.8x |
| Sun, 02 Feb 2025 | NT$83.1t | NT$45.4t | NT$3.8t | 20.6x | 21.8x | 1.8x |
| Tue, 31 Dec 2024 | NT$81.9t | NT$45.1t | NT$3.7t | 20.8x | 22.2x | 1.8x |
| Thu, 28 Nov 2024 | NT$79.2t | NT$44.6t | NT$3.7t | 20.9x | 21.6x | 1.8x |
| Sat, 26 Oct 2024 | NT$82.6t | NT$43.2t | NT$3.6t | 21.6x | 23x | 1.9x |
| Mon, 23 Sep 2024 | NT$78.3t | NT$42.9t | NT$3.5t | 21.4x | 22.5x | 1.8x |
| Wed, 21 Aug 2024 | NT$79.2t | NT$42.8t | NT$3.4t | 21.3x | 23.2x | 1.9x |
| Fri, 19 Jul 2024 | NT$82.4t | NT$41.4t | NT$3.2t | 23.5x | 25.8x | 2x |
| Sun, 16 Jun 2024 | NT$79.1t | NT$41.4t | NT$3.2t | 23x | 24.8x | 1.9x |
| Tue, 14 May 2024 | NT$73.3t | NT$41.4t | NT$3.0t | 22.6x | 24.5x | 1.8x |
| Thu, 11 Apr 2024 | NT$73.2t | NT$41.0t | NT$2.9t | 23.7x | 25.1x | 1.8x |
| Sat, 09 Mar 2024 | NT$69.6t | NT$41.1t | NT$2.8t | 22x | 25x | 1.7x |
| Mon, 05 Feb 2024 | NT$63.8t | NT$41.2t | NT$2.7t | 21.1x | 23.2x | 1.5x |
| Wed, 03 Jan 2024 | NT$63.1t | NT$41.2t | NT$2.8t | 21.3x | 22.4x | 1.5x |
| Fri, 01 Dec 2023 | NT$61.5t | NT$40.9t | NT$2.8t | 21.1x | 21.9x | 1.5x |
| Sun, 29 Oct 2023 | NT$56.9t | NT$41.7t | NT$2.9t | 18.9x | 19.4x | 1.4x |
| Tue, 26 Sep 2023 | NT$57.9t | NT$42.0t | NT$3.1t | 19.4x | 19x | 1.4x |
| Thu, 24 Aug 2023 | NT$58.0t | NT$41.8t | NT$3.0t | 19.2x | 19.3x | 1.4x |
| Sat, 22 Jul 2023 | NT$59.8t | NT$43.0t | NT$3.3t | 18.9x | 17.9x | 1.4x |
| Mon, 19 Jun 2023 | NT$60.6t | NT$42.9t | NT$3.4t | 18.7x | 17.7x | 1.4x |
17.7x
Which sectors have driven the changes within the Taiwanese Market?
| TW Market | -5.67% | |
| Financials | 2.19% | |
| Telecom | 2.16% | |
| Real Estate | 1.89% | |
| Consumer Discretionary | 0.28% | |
| Consumer Staples | -0.82% | |
| Utilities | -2.20% | |
| Healthcare | -2.51% | |
| Industrials | -5.88% | |
| Tech | -6.67% | |
| Materials | -7.47% | |
| Energy | -10.59% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | Sector | |
|---|---|---|---|---|---|---|
| 2327 Yageo | NT$855.00 | 11.2% +NT$176.9b | 625.3% | PE67.4x | Tech | |
| 2059 King Slide Works | NT$6.91k | 23.0% +NT$122.9b | 219.2% | PE60.9x | Tech | |
| 6223 MPI | NT$6.49k | 12.5% +NT$70.5b | 631.1% | PE172.7x | Tech | |
| 3711 ASE Technology Holding | NT$590.00 | 2.3% +NT$57.0b | 311.1% | PE54.8x | Tech | |
| 2881 Fubon Financial Holding | NT$122.00 | 3.4% +NT$56.0b | 44.6% | PE9.5x | Financials |