Narrative Update • Jul 10

Over the last 7 days, the Life and Health Insurance industry has remained flat. The past year has been better, since the industry has gained 59% in that time. 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, 16 Jul 2026 | NT$3.8t | NT$3.0t | NT$369.3b | 10.8x | 10.3x | 1.3x |
| Sat, 13 Jun 2026 | NT$3.7t | NT$3.0t | NT$369.3b | 10.4x | 10.1x | 1.3x |
| Mon, 11 May 2026 | NT$3.0t | NT$2.9t | NT$256.9b | 12.4x | 11.7x | 1.1x |
| Wed, 08 Apr 2026 | NT$2.7t | NT$2.9t | NT$256.9b | 11.2x | 10.6x | 1x |
| Fri, 06 Mar 2026 | NT$2.7t | NT$2.7t | NT$222.7b | 14.4x | 12.3x | 1x |
| Sun, 01 Feb 2026 | NT$2.7t | NT$2.7t | NT$222.7b | 13.7x | 12.3x | 1x |
| Tue, 30 Dec 2025 | NT$2.8t | NT$2.7t | NT$222.7b | 13.6x | 12.8x | 1.1x |
| Thu, 27 Nov 2025 | NT$2.6t | NT$2.9t | NT$224.3b | 12.9x | 11.8x | 0.9x |
| Sat, 25 Oct 2025 | NT$2.6t | NT$2.9t | NT$214.6b | 13x | 12.2x | 0.9x |
| Mon, 22 Sep 2025 | NT$2.5t | NT$2.7t | NT$255.2b | 12.6x | 9.8x | 0.9x |
| Wed, 20 Aug 2025 | NT$2.5t | NT$2.3t | NT$291.3b | 8.2x | 8.6x | 1.1x |
| Fri, 18 Jul 2025 | NT$2.6t | NT$2.5t | NT$301.6b | 8.9x | 8.7x | 1x |
| Sun, 15 Jun 2025 | NT$2.8t | NT$2.5t | NT$301.6b | 9.6x | 9.2x | 1.1x |
| Tue, 13 May 2025 | NT$2.5t | NT$2.4t | NT$313.9b | 8.4x | 7.8x | 1x |
| Thu, 10 Apr 2025 | NT$2.2t | NT$2.3t | NT$313.0b | 7x | 7x | 0.9x |
| Sat, 08 Mar 2025 | NT$2.6t | NT$2.5t | NT$236.3b | 11x | 11.2x | 1.1x |
| Mon, 03 Feb 2025 | NT$2.9t | NT$2.6t | NT$249.3b | 10.9x | 11.5x | 1.1x |
| Wed, 01 Jan 2025 | NT$2.8t | NT$2.6t | NT$249.3b | 10.6x | 11.4x | 1.1x |
| Fri, 29 Nov 2024 | NT$2.8t | NT$2.2t | NT$251.1b | 10.5x | 11.1x | 1.3x |
| Sun, 27 Oct 2024 | NT$2.9t | NT$2.1t | NT$240.0b | 12.4x | 11.9x | 1.4x |
| Tue, 24 Sep 2024 | NT$2.7t | NT$2.1t | NT$240.0b | 11.1x | 11.4x | 1.3x |
| Thu, 22 Aug 2024 | NT$2.6t | NT$2.0t | NT$190.6b | 14.7x | 13.9x | 1.3x |
| Sat, 20 Jul 2024 | NT$2.6t | NT$2.0t | NT$183.8b | 12.4x | 14x | 1.3x |
| Mon, 17 Jun 2024 | NT$2.4t | NT$2.0t | NT$183.8b | 11.9x | 12.8x | 1.2x |
| Wed, 15 May 2024 | NT$2.2t | NT$2.2t | NT$111.4b | 14.3x | 19.6x | 1x |
| Fri, 12 Apr 2024 | NT$2.0t | NT$2.2t | NT$111.4b | 13.3x | 18.3x | 0.9x |
| Sun, 10 Mar 2024 | NT$1.9t | NT$2.0t | NT$44.7b | 16.9x | 41.5x | 0.9x |
| Tue, 06 Feb 2024 | NT$1.8t | NT$1.9t | NT$43.1b | 16.4x | 41.2x | 0.9x |
| Thu, 04 Jan 2024 | NT$1.8t | NT$1.9t | NT$43.1b | 16.8x | 41.3x | 0.9x |
| Sat, 02 Dec 2023 | NT$1.8t | NT$1.7t | NT$31.0b | 17.2x | 58.2x | 1x |
| Mon, 30 Oct 2023 | NT$1.9t | NT$1.8t | NT$23.6b | 36.7x | 80.8x | 1.1x |
| Wed, 27 Sep 2023 | NT$1.9t | NT$1.8t | NT$23.6b | 36.9x | 78.4x | 1x |
| Fri, 25 Aug 2023 | NT$1.9t | NT$1.7t | NT$10.7b | 42.8x | 173.4x | 1.1x |
| Sun, 23 Jul 2023 | NT$1.9t | NT$1.7t | NT$5.4b | 45.3x | 340.6x | 1.1x |
340.6x
How does Taiwanese Life and Health Insurance compare with similar industries?
| TW Market | -0.30% | |
| Financials | -2.31% | |
| Insurance | 0.16% | |
| Life and Health Insurance | 0.13% | |
| Property and Casualty Insurance | 1.43% | |
| General Insurance | 0.76% | |
| Reinsurance | 0.39% | |
| Insurance Brokers | -0.39% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 2881 Fubon Financial Holding | NT$125.50 | 0.8% +NT$14.0b | 53.0% | PE9.8x | |
| 2882 Cathay Financial Holding | NT$96.80 | 0.5% +NT$7.3b | 53.4% | PE10x | |
| 2883 KGI Financial Holding | NT$30.40 | 1.2% +NT$5.9b | 98.7% | PE10.9x | |
| 2867 Mercuries Life Insurance | NT$8.91 | 0.6% +NT$295.0m | 75.0% | PE44.6x | |
| 2905 Mercuries & Associates Holding | NT$15.50 | 0.6% +NT$105.3m | 26.5% | PE20.5x |