New Narrative • Jul 21

In the last week, Life and Health Insurance has been flat. As for the the longer term, the industry is up 61% 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 |
|---|---|---|---|---|---|---|
| Wed, 29 Jul 2026 | NT$3.8t | NT$3.0t | NT$369.3b | 10.6x | 10.2x | 1.3x |
| Fri, 26 Jun 2026 | NT$4.1t | NT$3.0t | NT$369.3b | 11.5x | 11.2x | 1.4x |
| Sun, 24 May 2026 | NT$2.9t | NT$2.8t | NT$249.6b | 12.5x | 11.8x | 1x |
| Tue, 21 Apr 2026 | NT$2.8t | NT$2.9t | NT$256.9b | 11.3x | 10.7x | 1x |
| Thu, 19 Mar 2026 | NT$2.8t | NT$2.9t | NT$256.9b | 11.3x | 10.8x | 1x |
| Sat, 14 Feb 2026 | NT$2.9t | NT$2.7t | NT$222.7b | 14.5x | 12.9x | 1.1x |
| Mon, 12 Jan 2026 | NT$2.8t | NT$2.7t | NT$222.7b | 13.6x | 12.6x | 1.1x |
| Wed, 10 Dec 2025 | NT$2.7t | NT$2.6t | NT$222.7b | 12.5x | 12.1x | 1x |
| Fri, 07 Nov 2025 | NT$2.6t | NT$2.9t | NT$217.4b | 11.4x | 12x | 0.9x |
| Sun, 05 Oct 2025 | NT$2.5t | NT$2.9t | NT$214.6b | 12.4x | 11.7x | 0.9x |
| Tue, 02 Sep 2025 | NT$2.4t | NT$2.2t | NT$213.7b | 12.4x | 11.4x | 1.1x |
| Thu, 31 Jul 2025 | NT$2.4t | NT$2.3t | NT$296.9b | 8.5x | 8x | 1.1x |
| Sat, 28 Jun 2025 | NT$2.7t | NT$2.5t | NT$301.6b | 9.5x | 9.1x | 1.1x |
| Mon, 26 May 2025 | NT$2.7t | NT$2.4t | NT$289.8b | 9.7x | 9.2x | 1.1x |
| Wed, 23 Apr 2025 | NT$2.3t | NT$2.3t | NT$313.0b | 7.5x | 7.5x | 1x |
| Fri, 21 Mar 2025 | NT$2.8t | NT$2.3t | NT$313.0b | 9.3x | 9x | 1.2x |
| Sun, 16 Feb 2025 | NT$2.9t | NT$2.9t | NT$249.3b | 11x | 11.6x | 1x |
| Tue, 14 Jan 2025 | NT$2.8t | NT$2.6t | NT$249.3b | 10.5x | 11.1x | 1.1x |
| Thu, 12 Dec 2024 | NT$2.9t | NT$2.6t | NT$249.3b | 11x | 11.5x | 1.1x |
| Sat, 09 Nov 2024 | NT$2.9t | NT$2.1t | NT$240.0b | 12.6x | 12x | 1.4x |
| Mon, 07 Oct 2024 | NT$2.8t | NT$2.1t | NT$240.0b | 12x | 11.6x | 1.4x |
| Wed, 04 Sep 2024 | NT$2.7t | NT$2.0t | NT$240.0b | 11x | 11.3x | 1.3x |
| Fri, 02 Aug 2024 | NT$2.6t | NT$2.0t | NT$183.8b | 12.5x | 14.2x | 1.3x |
| Sun, 30 Jun 2024 | NT$2.4t | NT$2.0t | NT$183.8b | 11.8x | 13.1x | 1.2x |
| Tue, 28 May 2024 | NT$2.2t | NT$2.2t | NT$124.1b | 13.1x | 18.1x | 1x |
| Thu, 25 Apr 2024 | NT$2.0t | NT$2.2t | NT$111.4b | 13x | 18.1x | 0.9x |
| Sat, 23 Mar 2024 | NT$2.0t | NT$2.2t | NT$111.4b | 13.5x | 18.3x | 0.9x |
| Mon, 19 Feb 2024 | NT$1.8t | NT$1.9t | NT$43.1b | 16.6x | 41.8x | 0.9x |
| Wed, 17 Jan 2024 | NT$1.8t | NT$1.9t | NT$43.1b | 16.4x | 40.8x | 0.9x |
| Fri, 15 Dec 2023 | NT$1.8t | NT$1.9t | NT$43.1b | 17.1x | 41x | 0.9x |
| Sun, 12 Nov 2023 | NT$1.9t | NT$1.8t | NT$23.6b | 37.3x | 82.2x | 1.1x |
| Tue, 10 Oct 2023 | NT$1.8t | NT$1.8t | NT$23.6b | 37x | 78.2x | 1x |
| Thu, 07 Sep 2023 | NT$1.9t | NT$1.4t | NT$27.2b | 38.1x | 69.5x | 1.3x |
| Sat, 05 Aug 2023 | NT$1.9t | NT$1.7t | NT$5.4b | 46.5x | 352.1x | 1.1x |
352.1x
How does Taiwanese Life and Health Insurance compare with similar industries?
| TW Market | -6.05% | |
| Financials | 0.095% | |
| Insurance | 0.54% | |
| Life and Health Insurance | 0.54% | |
| Property and Casualty Insurance | 2.74% | |
| Insurance Brokers | 0.52% | |
| General Insurance | 0.13% | |
| Reinsurance | -4.84% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 2905 Mercuries & Associates Holding | NT$16.35 | 2.8% +NT$474.0m | 32.9% | PE21.6x | |
| 2867 Mercuries Life Insurance | NT$9.35 | 0.8% +NT$413.0m | 74.4% | PE45.8x |