New Narrative • Jun 17

The Insurance industry is up 7.9% in the last week, with Fubon Financial Holding up 4.5%. This takes the industry's 12 month performance to a gain of 70%. Looking forward, earnings are forecast to decline by 8.1% per year.
Has the Taiwanese Insurance Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 25 Jun 2026 | NT$4.3t | NT$3.1t | NT$382.7b | 10.9x | 11.2x | 1.4x |
| Sat, 23 May 2026 | NT$3.1t | NT$2.9t | NT$262.7b | 11.1x | 11.6x | 1x |
| Mon, 20 Apr 2026 | NT$2.9t | NT$2.9t | NT$267.1b | 10.2x | 10.7x | 1x |
| Wed, 18 Mar 2026 | NT$2.8t | NT$1.8t | NT$274.9b | 10x | 10.3x | 1.6x |
| Fri, 13 Feb 2026 | NT$3.0t | NT$2.7t | NT$231.4b | 11.2x | 12.8x | 1.1x |
| Sun, 11 Jan 2026 | NT$2.9t | NT$2.7t | NT$231.4b | 11.5x | 12.5x | 1.1x |
| Tue, 09 Dec 2025 | NT$2.8t | NT$2.7t | NT$231.4b | 11.8x | 12x | 1x |
| Thu, 06 Nov 2025 | NT$2.7t | NT$3.0t | NT$225.2b | 10.8x | 11.8x | 0.9x |
| Sat, 04 Oct 2025 | NT$2.6t | NT$3.0t | NT$222.3b | 12.7x | 11.7x | 0.9x |
| Mon, 01 Sep 2025 | NT$2.5t | NT$2.3t | NT$221.4b | 11.6x | 11.2x | 1.1x |
| Wed, 30 Jul 2025 | NT$2.4t | NT$2.3t | NT$305.2b | 8.9x | 8x | 1x |
| Fri, 27 Jun 2025 | NT$2.8t | NT$2.6t | NT$310.0b | 9.8x | 9.1x | 1.1x |
| Sun, 25 May 2025 | NT$2.8t | NT$2.5t | NT$298.2b | 9.8x | 9.3x | 1.1x |
| Tue, 22 Apr 2025 | NT$2.5t | NT$2.4t | NT$322.4b | 9.4x | 7.7x | 1x |
| Thu, 20 Mar 2025 | NT$2.7t | NT$1.8t | NT$305.6b | 9.7x | 8.7x | 1.5x |
| Sat, 15 Feb 2025 | NT$3.0t | NT$2.9t | NT$258.5b | 10.3x | 11.5x | 1x |
| Mon, 13 Jan 2025 | NT$2.9t | NT$2.7t | NT$258.5b | 10.2x | 11.1x | 1.1x |
| Wed, 11 Dec 2024 | NT$3.0t | NT$2.7t | NT$258.5b | 10.4x | 11.5x | 1.1x |
| Fri, 08 Nov 2024 | NT$3.0t | NT$2.1t | NT$249.5b | 11.1x | 11.9x | 1.4x |
| Sun, 06 Oct 2024 | NT$2.9t | NT$2.1t | NT$249.7b | 11.1x | 11.5x | 1.3x |
| Tue, 03 Sep 2024 | NT$2.8t | NT$2.2t | NT$251.1b | 10.7x | 11.2x | 1.3x |
| Thu, 01 Aug 2024 | NT$2.7t | NT$2.0t | NT$192.8b | 10.9x | 13.9x | 1.3x |
| Sat, 29 Jun 2024 | NT$2.5t | NT$2.0t | NT$192.8b | 10.5x | 12.9x | 1.2x |
| Mon, 27 May 2024 | NT$2.3t | NT$2.2t | NT$133.1b | 10.5x | 17.3x | 1x |
| Wed, 24 Apr 2024 | NT$2.1t | NT$2.3t | NT$119.4b | 10.6x | 17.4x | 0.9x |
| Fri, 22 Mar 2024 | NT$2.1t | NT$2.3t | NT$119.3b | 9.7x | 17.8x | 0.9x |
| Sun, 18 Feb 2024 | NT$1.9t | NT$2.0t | NT$49.6b | 14.9x | 37.6x | 0.9x |
| Tue, 16 Jan 2024 | NT$1.8t | NT$2.0t | NT$49.6b | 14.8x | 37.2x | 0.9x |
| Thu, 14 Dec 2023 | NT$1.8t | NT$2.0t | NT$49.6b | 15.7x | 36.9x | 0.9x |
| Sat, 11 Nov 2023 | NT$2.0t | NT$1.9t | NT$29.0b | 15.1x | 69.3x | 1.1x |
| Mon, 09 Oct 2023 | NT$1.9t | NT$1.9t | NT$28.9b | 15.4x | 66x | 1x |
| Wed, 06 Sep 2023 | NT$2.0t | NT$1.5t | NT$32.5b | 15.9x | 60.6x | 1.3x |
| Fri, 04 Aug 2023 | NT$2.0t | NT$1.8t | NT$8.0b | 18x | 245.5x | 1.1x |
| Sun, 02 Jul 2023 | NT$2.0t | NT$1.7t | NT$8.0b | 17.8x | 243.8x | 1.2x |
243.8x
Which industries have driven the changes within the Taiwanese Financials industry?
| TW Market | 2.77% | |
| Financials | 2.55% | |
| Insurance | 3.49% | |
| Life and Health Insurance | 3.54% | |
| Property and Casualty Insurance | 3.07% | |
| Insurance Brokers | 0% | 0 |
| General Insurance | -0.76% | |
| Reinsurance | -1.89% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 5878 Taiming Assurance BrokerLtd | NT$39.30 | 0.3% +NT$2.5m | -5.3% | PE13.3x |