Narrative Update • Jul 10

Over the last 7 days, the Life and Health Insurance industry has dropped 2.4%, driven by Fubon Financial Holding declining 2.8%. In the past year, the industry has gained 56%. In the next few years, earnings are forecast to decline by 3.9% annually.
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, 21 Jul 2026 | NT$3.7t | NT$3.0t | NT$369.3b | 10.6x | 10x | 1.2x |
| Thu, 18 Jun 2026 | NT$4.2t | NT$3.0t | NT$369.3b | 11.7x | 11.3x | 1.4x |
| Sat, 16 May 2026 | NT$2.9t | NT$2.9t | NT$256.9b | 12x | 11.4x | 1x |
| Mon, 13 Apr 2026 | NT$2.7t | NT$2.9t | NT$256.9b | 11.3x | 10.7x | 1x |
| Wed, 11 Mar 2026 | NT$2.7t | NT$2.7t | NT$222.7b | 14x | 12x | 1x |
| Fri, 06 Feb 2026 | NT$2.8t | NT$2.7t | NT$222.7b | 13.9x | 12.5x | 1.1x |
| Sun, 04 Jan 2026 | NT$2.8t | NT$2.7t | NT$222.7b | 13.4x | 12.5x | 1x |
| Tue, 02 Dec 2025 | NT$2.6t | NT$2.3t | NT$221.9b | 11.9x | 11.5x | 1.1x |
| Thu, 30 Oct 2025 | NT$2.6t | NT$2.9t | NT$214.6b | 12.8x | 12.2x | 0.9x |
| Sat, 27 Sep 2025 | NT$2.5t | NT$2.9t | NT$214.6b | 12.3x | 11.7x | 0.9x |
| Mon, 25 Aug 2025 | NT$2.5t | NT$2.2t | NT$271.8b | 8.2x | 9.2x | 1.1x |
| Wed, 23 Jul 2025 | NT$2.6t | NT$2.5t | NT$301.6b | 8.8x | 8.6x | 1x |
| Fri, 20 Jun 2025 | NT$2.7t | NT$2.5t | NT$301.6b | 9.4x | 9.1x | 1.1x |
| Sun, 18 May 2025 | NT$2.6t | NT$2.4t | NT$295.4b | 8.7x | 8.9x | 1.1x |
| Tue, 15 Apr 2025 | NT$2.4t | NT$2.3t | NT$313.0b | 7.8x | 7.8x | 1x |
| Thu, 13 Mar 2025 | NT$2.6t | NT$2.5t | NT$236.3b | 10.9x | 11.1x | 1x |
| Sat, 08 Feb 2025 | NT$2.9t | NT$2.6t | NT$249.3b | 10.9x | 11.5x | 1.1x |
| Mon, 06 Jan 2025 | NT$2.8t | NT$2.6t | NT$249.3b | 10.7x | 11.4x | 1.1x |
| Wed, 04 Dec 2024 | NT$2.9t | NT$2.6t | NT$249.3b | 10.9x | 11.5x | 1.1x |
| Fri, 01 Nov 2024 | NT$2.8t | NT$2.1t | NT$240.0b | 12.2x | 11.8x | 1.4x |
| Sun, 29 Sep 2024 | NT$2.8t | NT$2.1t | NT$240.0b | 12x | 11.7x | 1.4x |
| Tue, 27 Aug 2024 | NT$2.7t | NT$2.1t | NT$198.8b | 15.2x | 13.7x | 1.3x |
| Thu, 25 Jul 2024 | NT$2.6t | NT$2.0t | NT$183.8b | 12.3x | 13.9x | 1.3x |
| Sat, 22 Jun 2024 | NT$2.4t | NT$2.0t | NT$183.8b | 12.1x | 13.1x | 1.2x |
| Mon, 20 May 2024 | NT$2.3t | NT$2.2t | NT$119.4b | 14.8x | 19.1x | 1.1x |
| Wed, 17 Apr 2024 | NT$2.0t | NT$2.2t | NT$111.4b | 12.7x | 18.1x | 0.9x |
| Fri, 15 Mar 2024 | NT$2.2t | NT$2.0t | NT$63.7b | 18x | 34.1x | 1.1x |
| Sun, 11 Feb 2024 | NT$1.8t | NT$1.9t | NT$43.1b | 16.4x | 41.2x | 0.9x |
| Tue, 09 Jan 2024 | NT$1.8t | NT$1.9t | NT$43.1b | 16.8x | 41.6x | 0.9x |
| Thu, 07 Dec 2023 | NT$1.8t | NT$1.9t | NT$32.5b | 17x | 55.2x | 0.9x |
| Sat, 04 Nov 2023 | NT$1.9t | NT$1.8t | NT$23.6b | 37.7x | 82.5x | 1.1x |
| Mon, 02 Oct 2023 | NT$1.9t | NT$1.8t | NT$23.6b | 37x | 78.5x | 1x |
| Wed, 30 Aug 2023 | NT$1.9t | NT$1.7t | NT$21.6b | 27.7x | 87.8x | 1.1x |
| Fri, 28 Jul 2023 | NT$1.9t | NT$1.7t | NT$5.4b | 47.1x | 353.8x | 1.1x |
353.8x
How does Taiwanese Life and Health Insurance compare with similar industries?
| TW Market | -6.88% | |
| Financials | -1.98% | |
| Insurance | -2.36% | |
| Life and Health Insurance | -2.39% | |
| Property and Casualty Insurance | 0.42% | |
| Insurance Brokers | 0% | 0 |
| General Insurance | -0.76% | |
| Reinsurance | -5.52% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 2867 Mercuries Life Insurance | NT$9.51 | 7.7% +NT$4.0b | 90.6% | PE46.5x | |
| 2883 KGI Financial Holding | NT$29.70 | 0.7% +NT$3.4b | 97.3% | PE10.6x | |
| 2905 Mercuries & Associates Holding | NT$15.95 | 4.2% +NT$684.6m | 32.4% | PE21.1x |