Narrative Update • Jul 10

Over the last 7 days, the Life and Health Insurance industry has remained flat. 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 |
|---|---|---|---|---|---|---|
| Sat, 18 Jul 2026 | NT$3.7t | NT$3.0t | NT$369.3b | 10.7x | 10.1x | 1.2x |
| Mon, 15 Jun 2026 | NT$3.7t | NT$3.0t | NT$369.3b | 10.4x | 10.1x | 1.3x |
| Wed, 13 May 2026 | NT$2.9t | NT$2.9t | NT$256.9b | 11.8x | 11.2x | 1x |
| Fri, 10 Apr 2026 | NT$2.8t | NT$2.9t | NT$256.9b | 11.4x | 10.8x | 1x |
| Sun, 08 Mar 2026 | NT$2.7t | NT$2.7t | NT$222.7b | 14.4x | 12.2x | 1x |
| Tue, 03 Feb 2026 | NT$2.7t | NT$2.7t | NT$222.7b | 13.6x | 12.2x | 1x |
| Thu, 01 Jan 2026 | NT$2.8t | NT$2.7t | NT$222.7b | 13.5x | 12.6x | 1.1x |
| Sat, 29 Nov 2025 | NT$2.6t | NT$2.9t | NT$224.3b | 12x | 11.4x | 0.9x |
| Mon, 27 Oct 2025 | NT$2.6t | NT$2.9t | NT$214.6b | 13x | 12.2x | 0.9x |
| Wed, 24 Sep 2025 | NT$2.5t | NT$2.7t | NT$255.2b | 12.5x | 9.9x | 0.9x |
| Fri, 22 Aug 2025 | NT$2.5t | NT$2.3t | NT$291.3b | 8.3x | 8.6x | 1.1x |
| Sun, 20 Jul 2025 | NT$2.6t | NT$2.5t | NT$301.6b | 8.9x | 8.7x | 1x |
| Tue, 17 Jun 2025 | NT$2.7t | NT$2.5t | NT$301.6b | 9.5x | 9.1x | 1.1x |
| Thu, 15 May 2025 | NT$2.5t | NT$2.4t | NT$313.9b | 8.7x | 8.1x | 1.1x |
| Sat, 12 Apr 2025 | NT$2.4t | NT$2.3t | NT$313.0b | 7.6x | 7.7x | 1x |
| Mon, 10 Mar 2025 | NT$2.6t | NT$2.5t | NT$236.3b | 11x | 11.2x | 1.1x |
| Wed, 05 Feb 2025 | NT$2.8t | NT$2.6t | NT$249.3b | 10.6x | 11.2x | 1.1x |
| Fri, 03 Jan 2025 | NT$2.8t | NT$2.6t | NT$249.3b | 10.7x | 11.4x | 1.1x |
| Sun, 01 Dec 2024 | NT$2.8t | NT$2.5t | NT$251.1b | 10.5x | 11x | 1.1x |
| Tue, 29 Oct 2024 | NT$2.9t | NT$2.1t | NT$240.0b | 12.3x | 11.9x | 1.4x |
| Thu, 26 Sep 2024 | NT$2.8t | NT$2.1t | NT$240.0b | 12x | 11.8x | 1.4x |
| Sat, 24 Aug 2024 | NT$2.6t | NT$2.0t | NT$190.6b | 14.7x | 13.8x | 1.3x |
| Mon, 22 Jul 2024 | NT$2.6t | NT$2.0t | NT$183.8b | 12.4x | 14x | 1.3x |
| Wed, 19 Jun 2024 | NT$2.4t | NT$2.0t | NT$183.8b | 12x | 12.9x | 1.2x |
| Fri, 17 May 2024 | NT$2.3t | NT$2.2t | NT$117.4b | 14.7x | 19.3x | 1x |
| Sun, 14 Apr 2024 | NT$2.0t | NT$2.2t | NT$111.4b | 13.2x | 18.2x | 0.9x |
| Tue, 12 Mar 2024 | NT$1.9t | NT$2.0t | NT$44.7b | 17.2x | 41.8x | 1x |
| Thu, 08 Feb 2024 | NT$1.8t | NT$1.9t | NT$43.1b | 16.4x | 41.2x | 0.9x |
| Sat, 06 Jan 2024 | NT$1.8t | NT$1.9t | NT$43.1b | 16.7x | 41.1x | 0.9x |
| Mon, 04 Dec 2023 | NT$1.8t | NT$1.8t | NT$32.5b | 17.2x | 55.5x | 1x |
| Wed, 01 Nov 2023 | NT$1.9t | NT$1.8t | NT$23.6b | 36.5x | 80.4x | 1x |
| Fri, 29 Sep 2023 | NT$1.9t | NT$1.8t | NT$23.6b | 37x | 78.5x | 1x |
| Sun, 27 Aug 2023 | NT$1.8t | NT$1.7t | NT$21.6b | 26.8x | 85.4x | 1.1x |
| Tue, 25 Jul 2023 | NT$1.8t | NT$1.7t | NT$5.4b | 45.1x | 338.9x | 1.1x |
338.9x
How does Taiwanese Life and Health Insurance compare with similar industries?
| TW Market | -6.28% | |
| Financials | -1.96% | |
| Insurance | -0.81% | |
| Life and Health Insurance | -0.80% | |
| Property and Casualty Insurance | 0.33% | |
| Insurance Brokers | 0.13% | |
| General Insurance | -0.63% | |
| Reinsurance | -4.89% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 2867 Mercuries Life Insurance | NT$8.98 | 1.4% +NT$707.9m | 77.8% | PE43.9x |