Narrative Update • Jul 10

In the last week, the Life and Health Insurance industry is up 2.8%, with Fubon Financial Holding up 3.7%. This takes the industry's 12 month performance to a gain of 58%. As for the next few years, earnings are forecast to decline by 3.9% per annum.
Has the Taiwanese Life and Health Insurance Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 14 Jul 2026 | NT$3.8t | NT$3.0t | NT$369.3b | 10.7x | 10.3x | 1.3x |
| Thu, 11 Jun 2026 | NT$3.7t | NT$3.0t | NT$369.3b | 10.3x | 10.1x | 1.3x |
| Sat, 09 May 2026 | NT$3.0t | NT$2.9t | NT$256.9b | 12.4x | 11.7x | 1.1x |
| Mon, 06 Apr 2026 | NT$2.7t | NT$2.9t | NT$256.9b | 11x | 10.5x | 0.9x |
| Wed, 04 Mar 2026 | NT$2.9t | NT$2.7t | NT$222.7b | 15.2x | 12.8x | 1.1x |
| Fri, 30 Jan 2026 | NT$2.8t | NT$2.7t | NT$222.7b | 13.9x | 12.5x | 1x |
| Sun, 28 Dec 2025 | NT$2.8t | NT$2.7t | NT$222.7b | 13.4x | 12.6x | 1.1x |
| Tue, 25 Nov 2025 | NT$2.6t | NT$2.9t | NT$224.3b | 12.7x | 11.7x | 0.9x |
| Thu, 23 Oct 2025 | NT$2.6t | NT$2.9t | NT$214.6b | 12.9x | 12.2x | 0.9x |
| Sat, 20 Sep 2025 | NT$2.5t | NT$2.9t | NT$218.3b | 12.6x | 11.5x | 0.9x |
| Mon, 18 Aug 2025 | NT$2.5t | NT$2.3t | NT$291.3b | 8.2x | 8.7x | 1.1x |
| Wed, 16 Jul 2025 | NT$2.6t | NT$2.5t | NT$301.6b | 8.9x | 8.7x | 1x |
| Fri, 13 Jun 2025 | NT$2.8t | NT$2.5t | NT$301.6b | 9.6x | 9.2x | 1.1x |
| Sun, 11 May 2025 | NT$2.4t | NT$2.3t | NT$313.0b | 8.3x | 7.8x | 1x |
| Tue, 08 Apr 2025 | NT$2.4t | NT$2.3t | NT$313.0b | 8x | 7.8x | 1x |
| Thu, 06 Mar 2025 | NT$2.7t | NT$2.5t | NT$236.3b | 10.9x | 11.3x | 1.1x |
| Sat, 01 Feb 2025 | NT$2.9t | NT$2.6t | NT$249.3b | 10.9x | 11.5x | 1.1x |
| Mon, 30 Dec 2024 | NT$2.9t | NT$2.6t | NT$249.3b | 10.8x | 11.6x | 1.1x |
| Wed, 27 Nov 2024 | NT$2.8t | NT$2.1t | NT$237.1b | 10.6x | 11.9x | 1.3x |
| Fri, 25 Oct 2024 | NT$3.0t | NT$2.1t | NT$240.0b | 12.4x | 12.4x | 1.4x |
| Sun, 22 Sep 2024 | NT$2.7t | NT$2.1t | NT$240.0b | 11.1x | 11.4x | 1.3x |
| Tue, 20 Aug 2024 | NT$2.6t | NT$2.0t | NT$190.6b | 14.8x | 13.9x | 1.3x |
| Thu, 18 Jul 2024 | NT$2.7t | NT$2.0t | NT$183.8b | 12.8x | 14.7x | 1.4x |
| Sat, 15 Jun 2024 | NT$2.4t | NT$2.0t | NT$183.8b | 11.9x | 12.8x | 1.2x |
| Mon, 13 May 2024 | NT$2.2t | NT$2.2t | NT$111.4b | 14.4x | 19.9x | 1x |
| Wed, 10 Apr 2024 | NT$2.1t | NT$2.2t | NT$111.4b | 13.6x | 18.5x | 0.9x |
| Fri, 08 Mar 2024 | NT$1.8t | NT$2.0t | NT$44.7b | 16.7x | 41x | 0.9x |
| Sun, 04 Feb 2024 | NT$1.8t | NT$1.9t | NT$43.1b | 16.4x | 41.3x | 0.9x |
| Tue, 02 Jan 2024 | NT$1.8t | NT$1.9t | NT$43.1b | 17.1x | 42x | 0.9x |
| Thu, 30 Nov 2023 | NT$1.8t | NT$1.9t | NT$32.8b | 17.1x | 54.8x | 1x |
| Sat, 28 Oct 2023 | NT$1.9t | NT$1.8t | NT$23.6b | 36.7x | 80.7x | 1.1x |
| Mon, 25 Sep 2023 | NT$1.9t | NT$1.8t | NT$23.6b | 37.1x | 78.7x | 1x |
| Wed, 23 Aug 2023 | NT$1.9t | NT$1.7t | NT$8.0b | 44.8x | 233.5x | 1.1x |
| Fri, 21 Jul 2023 | NT$1.9t | NT$1.7t | NT$5.4b | 45.7x | 343.1x | 1.1x |
343.1x
How does Taiwanese Life and Health Insurance compare with similar industries?
| TW Market | -2.68% | |
| Financials | 0.81% | |
| Insurance | 3.65% | |
| Life and Health Insurance | 3.81% | |
| General Insurance | 1.02% | |
| Insurance Brokers | -0.77% | |
| Property and Casualty Insurance | -1.25% | |
| Reinsurance | -2.69% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 2881 Fubon Financial Holding | NT$127.00 | 4.5% +NT$77.0b | 57.6% | PE9.9x | |
| 2882 Cathay Financial Holding | NT$96.70 | 3.5% +NT$48.4b | 53.0% | PE10x | |
| 2883 KGI Financial Holding | NT$29.80 | 2.8% +NT$13.6b | 96.1% | PE10.7x | |
| 2867 Mercuries Life Insurance | NT$8.83 | 1.0% +NT$531.0m | 76.6% | PE44.2x | |
| 2905 Mercuries & Associates Holding | NT$15.35 | 0.7% +NT$105.3m | 26.9% | PE20.3x |