New Narrative • Jul 21

The Life and Health Insurance industry has stayed flat over the last week. As for the the longer term, the industry is up 58% over the past 12 months. 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 |
|---|---|---|---|---|---|---|
| Thu, 13 Aug 2026 | NT$3.9t | NT$3.0t | NT$369.3b | 11.1x | 10.5x | 1.3x |
| Sat, 11 Jul 2026 | NT$3.8t | NT$3.0t | NT$369.3b | 10.8x | 10.2x | 1.3x |
| Mon, 08 Jun 2026 | NT$3.7t | NT$3.0t | NT$369.3b | 10.3x | 9.9x | 1.2x |
| Wed, 06 May 2026 | NT$2.9t | NT$2.9t | NT$256.9b | 11.8x | 11.2x | 1x |
| Fri, 03 Apr 2026 | NT$2.7t | NT$2.9t | NT$256.9b | 11x | 10.5x | 0.9x |
| Sun, 01 Mar 2026 | NT$2.9t | NT$2.7t | NT$222.7b | 15.6x | 13.1x | 1.1x |
| Tue, 27 Jan 2026 | NT$2.8t | NT$2.7t | NT$222.7b | 14x | 12.6x | 1.1x |
| Thu, 25 Dec 2025 | NT$2.8t | NT$2.7t | NT$222.7b | 13.6x | 12.7x | 1.1x |
| Sat, 22 Nov 2025 | NT$2.5t | NT$2.9t | NT$224.3b | 12.4x | 11.3x | 0.9x |
| Mon, 20 Oct 2025 | NT$2.6t | NT$2.9t | NT$214.6b | 12.8x | 12x | 0.9x |
| Wed, 17 Sep 2025 | NT$2.5t | NT$2.6t | NT$214.5b | 12.6x | 11.8x | 1x |
| Fri, 15 Aug 2025 | NT$2.5t | NT$2.3t | NT$292.8b | 8.8x | 8.6x | 1.1x |
| Sun, 13 Jul 2025 | NT$2.6t | NT$2.5t | NT$301.6b | 8.8x | 8.6x | 1x |
| Tue, 10 Jun 2025 | NT$2.8t | NT$2.5t | NT$301.6b | 9.9x | 9.3x | 1.1x |
| Thu, 08 May 2025 | NT$2.5t | NT$2.3t | NT$313.0b | 8.3x | 7.8x | 1x |
| Sat, 05 Apr 2025 | NT$2.7t | NT$2.3t | NT$313.0b | 8.8x | 8.6x | 1.2x |
| Mon, 03 Mar 2025 | NT$2.7t | NT$2.5t | NT$236.3b | 10.9x | 11.3x | 1.1x |
| Wed, 29 Jan 2025 | NT$2.9t | NT$2.6t | NT$249.3b | 10.9x | 11.5x | 1.1x |
| Fri, 27 Dec 2024 | NT$2.9t | NT$2.6t | NT$249.3b | 10.8x | 11.5x | 1.1x |
| Sun, 24 Nov 2024 | NT$2.8t | NT$2.1t | NT$231.7b | 11.5x | 12.1x | 1.3x |
| Tue, 22 Oct 2024 | NT$3.0t | NT$2.1t | NT$240.0b | 12.5x | 12.4x | 1.4x |
| Thu, 19 Sep 2024 | NT$2.7t | NT$2.1t | NT$240.0b | 10.9x | 11.1x | 1.3x |
| Sat, 17 Aug 2024 | NT$2.7t | NT$2.0t | NT$190.6b | 15.2x | 14.1x | 1.4x |
| Mon, 15 Jul 2024 | NT$2.7t | NT$2.0t | NT$183.8b | 13x | 14.9x | 1.4x |
| Wed, 12 Jun 2024 | NT$2.4t | NT$2.0t | NT$183.8b | 12.3x | 13x | 1.2x |
| Fri, 10 May 2024 | NT$2.1t | NT$2.2t | NT$111.4b | 13.9x | 19.1x | 1x |
| Sun, 07 Apr 2024 | NT$2.0t | NT$2.2t | NT$111.4b | 13.3x | 18.1x | 0.9x |
| Tue, 05 Mar 2024 | NT$1.8t | NT$2.0t | NT$44.7b | 16.7x | 40.8x | 0.9x |
| Thu, 01 Feb 2024 | NT$1.8t | NT$1.9t | NT$43.1b | 16.5x | 41.2x | 0.9x |
| Sat, 30 Dec 2023 | NT$1.8t | NT$1.9t | NT$43.1b | 17.1x | 42x | 0.9x |
| Mon, 27 Nov 2023 | NT$1.8t | NT$1.9t | NT$32.8b | 17.3x | 55.2x | 1x |
| Wed, 25 Oct 2023 | NT$1.9t | NT$1.8t | NT$23.6b | 36.7x | 80.7x | 1.1x |
| Fri, 22 Sep 2023 | NT$1.9t | NT$1.8t | NT$23.6b | 37.3x | 79.1x | 1x |
| Sun, 20 Aug 2023 | NT$1.9t | NT$1.7t | NT$6.3b | 44.7x | 294x | 1.1x |
294x
How does Taiwanese Life and Health Insurance compare with similar industries?
| TW Market | 4.04% | |
| Financials | -0.75% | |
| Insurance | 0.18% | |
| Life and Health Insurance | 0.16% | |
| General Insurance | 7.67% | |
| Reinsurance | 3.46% | |
| Insurance Brokers | 1.83% | |
| Property and Casualty Insurance | -0.078% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 5859 Farglory Life Insurance | NT$14.00 | 2.9% +NT$580.1m | 0.9% | PS0.2x | |
| 2905 Mercuries & Associates Holding | NT$16.40 | 0.3% +NT$52.7m | 36.1% | PE21.7x |