Narrative Update • Jul 08

Over the last 7 days, the Life and Health Insurance industry has risen 3.8%, driven by gains from Fubon Financial Holding of 4.2%. This means that the industry has gained 65% over the past year. Looking forward, earnings are forecast to decline by 3.9% per year.
Has the Taiwanese Life and Health Insurance Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| 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 |
| Tue, 18 Jul 2023 | NT$1.9t | NT$1.7t | NT$5.4b | 46.6x | 347.7x | 1.1x |
347.7x
How does Taiwanese Life and Health Insurance compare with similar industries?
| TW Market | -3.15% | |
| Financials | 2.38% | |
| Insurance | 3.12% | |
| Life and Health Insurance | 3.24% | |
| General Insurance | 0.13% | |
| Property and Casualty Insurance | -0.37% | |
| Reinsurance | -1.56% | |
| Insurance Brokers | -2.02% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 2881 Fubon Financial Holding | NT$124.50 | 2.9% +NT$49.0b | 54.5% | PE9.7x | |
| 2882 Cathay Financial Holding | NT$96.30 | 2.9% +NT$39.6b | 54.1% | PE9.9x | |
| 2883 KGI Financial Holding | NT$30.05 | 5.6% +NT$27.2b | 99.0% | PE10.8x | |
| 2867 Mercuries Life Insurance | NT$8.86 | 3.5% +NT$1.8b | 76.5% | PE44.4x | |
| 2905 Mercuries & Associates Holding | NT$15.40 | 2.3% +NT$368.6m | 26.7% | PE20.4x |