Narrative Update • Aug 26

The market is up 2.3% over the last week, with the Information Technology sector leading the way, up 2.2%. In the last year, the market has climbed 87%. Looking forward, 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, 28 Aug 2026 | NT$162.3t | NT$60.4t | NT$6.3t | 19x | 25.8x | 2.7x |
| Sun, 26 Jul 2026 | NT$153.8t | NT$56.5t | NT$5.5t | 21.4x | 27.9x | 2.7x |
| Tue, 23 Jun 2026 | NT$169.2t | NT$56.0t | NT$5.1t | 23.7x | 33x | 3x |
| Thu, 21 May 2026 | NT$142.3t | NT$55.8t | NT$4.9t | 21.8x | 28.9x | 2.6x |
| Sat, 18 Apr 2026 | NT$131.1t | NT$53.2t | NT$4.7t | 22.3x | 27.7x | 2.5x |
| Mon, 16 Mar 2026 | NT$118.0t | NT$52.1t | NT$4.5t | 20.9x | 26.3x | 2.3x |
| Wed, 11 Feb 2026 | NT$116.3t | NT$51.1t | NT$4.4t | 20.9x | 26.5x | 2.3x |
| Fri, 09 Jan 2026 | NT$106.9t | NT$50.8t | NT$4.2t | 20.8x | 25.3x | 2.1x |
| Sun, 07 Dec 2025 | NT$98.5t | NT$50.8t | NT$4.2t | 20.3x | 23.4x | 1.9x |
| Tue, 04 Nov 2025 | NT$99.5t | NT$50.4t | NT$4.2t | 21.1x | 23.7x | 2x |
| Thu, 02 Oct 2025 | NT$91.8t | NT$50.1t | NT$4.1t | 21x | 22.7x | 1.8x |
| Sat, 30 Aug 2025 | NT$85.9t | NT$49.3t | NT$4.1t | 21.2x | 21.2x | 1.7x |
| Mon, 28 Jul 2025 | NT$82.3t | NT$48.2t | NT$4.4t | 18.6x | 18.8x | 1.7x |
| Wed, 25 Jun 2025 | NT$78.6t | NT$48.2t | NT$4.2t | 18.4x | 18.5x | 1.6x |
| Fri, 23 May 2025 | NT$76.3t | NT$47.9t | NT$4.2t | 18.8x | 18.1x | 1.6x |
| Sun, 20 Apr 2025 | NT$68.8t | NT$46.5t | NT$4.2t | 17.4x | 16.4x | 1.5x |
| Tue, 18 Mar 2025 | NT$78.4t | NT$45.6t | NT$4.0t | 20.5x | 19.8x | 1.7x |
| Thu, 13 Feb 2025 | NT$82.4t | NT$45.6t | NT$3.8t | 21.2x | 21.6x | 1.8x |
| Sat, 11 Jan 2025 | NT$81.3t | NT$45.1t | NT$3.7t | 20.4x | 22.1x | 1.8x |
| Mon, 09 Dec 2024 | NT$82.1t | NT$45.1t | NT$3.7t | 21.3x | 22.3x | 1.8x |
| Wed, 06 Nov 2024 | NT$81.7t | NT$43.2t | NT$3.6t | 21.4x | 22.7x | 1.9x |
| Fri, 04 Oct 2024 | NT$79.2t | NT$42.9t | NT$3.5t | 21.6x | 22.8x | 1.8x |
| Sun, 01 Sep 2024 | NT$78.8t | NT$42.9t | NT$3.5t | 21.6x | 22.6x | 1.8x |
| Tue, 30 Jul 2024 | NT$78.1t | NT$41.6t | NT$3.3t | 22.5x | 23.9x | 1.9x |
| Thu, 27 Jun 2024 | NT$80.9t | NT$41.4t | NT$3.2t | 23.1x | 25.3x | 2x |
| Sat, 25 May 2024 | NT$75.7t | NT$41.5t | NT$3.1t | 22.3x | 24.3x | 1.8x |
| Mon, 22 Apr 2024 | NT$68.9t | NT$41.1t | NT$2.9t | 22.8x | 23.4x | 1.7x |
| Wed, 20 Mar 2024 | NT$70.1t | NT$41.0t | NT$2.9t | 22.5x | 24.1x | 1.7x |
| Fri, 16 Feb 2024 | NT$65.8t | NT$41.2t | NT$2.8t | 21.3x | 23.9x | 1.6x |
| Sun, 14 Jan 2024 | NT$61.8t | NT$41.2t | NT$2.8t | 20.8x | 21.9x | 1.5x |
| Tue, 12 Dec 2023 | NT$61.5t | NT$41.2t | NT$2.8t | 21.2x | 21.8x | 1.5x |
| Thu, 09 Nov 2023 | NT$59.0t | NT$41.7t | NT$2.9t | 19.6x | 20x | 1.4x |
| Sat, 07 Oct 2023 | NT$58.1t | NT$42.0t | NT$3.1t | 19.4x | 19x | 1.4x |
| Mon, 04 Sep 2023 | NT$58.4t | NT$41.5t | NT$3.1t | 19.3x | 19.1x | 1.4x |
19.1x
Which sectors have driven the changes within the Taiwanese Market?
| TW Market | 2.34% | |
| Materials | 8.34% | |
| Healthcare | 4.89% | |
| Financials | 3.31% | |
| Tech | 2.24% | |
| Utilities | 0.94% | |
| Industrials | 0.73% | |
| Consumer Discretionary | 0.25% | |
| Real Estate | -0.34% | |
| Energy | -0.41% | |
| Consumer Staples | -0.47% | |
| Telecom | -1.10% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | Sector | |
|---|---|---|---|---|---|---|
| 2330 Taiwan Semiconductor Manufacturing | NT$2.41k | 1.5% +NT$907.6b | 107.8% | PE28.2x | Tech | |
| 1303 Nan Ya Plastics | NT$227.50 | 22.3% +NT$329.1b | 429.1% | PE36.7x | Materials | |
| 2454 MediaTek | NT$3.87k | 4.5% +NT$263.4b | 179.1% | PE63.8x | Tech | |
| 2881 Fubon Financial Holding | NT$141.50 | 10.5% +NT$189.1b | 70.2% | PE11x | Financials | |
| 3008 Largan Precision | NT$6.92k | 25.4% +NT$183.1b | 188.7% | PE36.8x | Tech |