New Narrative • Jul 21

The Life and Health Insurance is pretty flat in the last 7 days, but Cathay Financial Holding has stood out, gaining 3.6%. As for the the longer term, the industry is up 63% 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 |
|---|---|---|---|---|---|---|
| Tue, 04 Aug 2026 | NT$3.9t | NT$3.0t | NT$369.3b | 10.9x | 10.6x | 1.3x |
| Thu, 02 Jul 2026 | NT$3.7t | NT$3.0t | NT$369.3b | 10.1x | 9.9x | 1.2x |
| Sat, 30 May 2026 | NT$3.3t | NT$2.8t | NT$249.6b | 13.1x | 13.1x | 1.1x |
| Mon, 27 Apr 2026 | NT$2.8t | NT$2.9t | NT$256.9b | 11.1x | 10.7x | 1x |
| Wed, 25 Mar 2026 | NT$2.7t | NT$2.9t | NT$256.9b | 10.9x | 10.4x | 0.9x |
| Fri, 20 Feb 2026 | NT$2.9t | NT$2.7t | NT$222.7b | 14.5x | 12.9x | 1.1x |
| Sun, 18 Jan 2026 | NT$2.8t | NT$2.7t | NT$222.7b | 13.7x | 12.6x | 1.1x |
| Tue, 16 Dec 2025 | NT$2.7t | NT$2.7t | NT$222.7b | 12.9x | 12.2x | 1x |
| Thu, 13 Nov 2025 | NT$2.6t | NT$2.9t | NT$217.4b | 11.4x | 12x | 0.9x |
| Sat, 11 Oct 2025 | NT$2.6t | NT$2.9t | NT$214.6b | 12.6x | 12x | 0.9x |
| Mon, 08 Sep 2025 | NT$2.5t | NT$2.6t | NT$214.5b | 12.5x | 11.6x | 1x |
| Wed, 06 Aug 2025 | NT$2.4t | NT$2.3t | NT$296.9b | 8.5x | 8.1x | 1.1x |
| Fri, 04 Jul 2025 | NT$2.6t | NT$2.5t | NT$301.6b | 8.8x | 8.6x | 1x |
| Sun, 01 Jun 2025 | NT$2.6t | NT$2.5t | NT$300.5b | 8.8x | 8.5x | 1x |
| Tue, 29 Apr 2025 | NT$2.4t | NT$2.3t | NT$313.0b | 7.8x | 7.7x | 1x |
| Thu, 27 Mar 2025 | NT$2.8t | NT$2.3t | NT$313.0b | 9.2x | 8.9x | 1.2x |
| Sat, 22 Feb 2025 | NT$2.9t | NT$2.9t | NT$249.3b | 11.2x | 11.7x | 1x |
| Mon, 20 Jan 2025 | NT$2.8t | NT$2.6t | NT$249.3b | 10.7x | 11.3x | 1.1x |
| Wed, 18 Dec 2024 | NT$2.9t | NT$2.6t | NT$249.3b | 11.1x | 11.6x | 1.1x |
| Fri, 15 Nov 2024 | NT$2.8t | NT$2.1t | NT$240.0b | 12.2x | 11.7x | 1.4x |
| Sun, 13 Oct 2024 | NT$2.8t | NT$2.1t | NT$240.0b | 12.3x | 11.8x | 1.4x |
| Tue, 10 Sep 2024 | NT$2.6t | NT$2.1t | NT$240.0b | 10.7x | 11x | 1.3x |
| Thu, 08 Aug 2024 | NT$2.5t | NT$2.0t | NT$183.8b | 11.8x | 13.4x | 1.2x |
| Sat, 06 Jul 2024 | NT$2.5t | NT$2.0t | NT$183.8b | 12.5x | 13.8x | 1.3x |
| Mon, 03 Jun 2024 | NT$2.3t | NT$2.1t | NT$183.8b | 11x | 12.3x | 1.1x |
| Wed, 01 May 2024 | NT$2.1t | NT$2.2t | NT$111.4b | 13.8x | 18.8x | 1x |
| Fri, 29 Mar 2024 | NT$2.0t | NT$2.2t | NT$111.4b | 13.4x | 18.2x | 0.9x |
| Sun, 25 Feb 2024 | NT$1.8t | NT$1.9t | NT$43.1b | 16.6x | 42x | 0.9x |
| Tue, 23 Jan 2024 | NT$1.8t | NT$1.9t | NT$43.1b | 16.4x | 40.7x | 0.9x |
| Thu, 21 Dec 2023 | NT$1.8t | NT$1.9t | NT$43.1b | 16.7x | 41.3x | 0.9x |
| Sat, 18 Nov 2023 | NT$2.0t | NT$1.8t | NT$23.6b | 38.1x | 84.3x | 1.1x |
| Mon, 16 Oct 2023 | NT$1.9t | NT$1.8t | NT$23.6b | 37.6x | 79.2x | 1x |
| Wed, 13 Sep 2023 | NT$1.9t | NT$1.6t | NT$23.6b | 38.8x | 80.8x | 1.2x |
| Fri, 11 Aug 2023 | NT$1.9t | NT$1.7t | NT$5.4b | 46.8x | 354.5x | 1.1x |
354.5x
How does Taiwanese Life and Health Insurance compare with similar industries?
| TW Market | -0.81% | |
| Financials | 1.80% | |
| Insurance | 0.60% | |
| Life and Health Insurance | 0.54% | |
| Property and Casualty Insurance | 4.03% | |
| General Insurance | 0% | 0 |
| Insurance Brokers | -1.42% | |
| Reinsurance | -1.56% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 2882 Cathay Financial Holding | NT$98.80 | 3.6% +NT$49.9b | 57.3% | PE10.2x | |
| 2881 Fubon Financial Holding | NT$127.50 | 1.6% +NT$28.0b | 55.6% | PE9.9x | |
| 2883 KGI Financial Holding | NT$30.40 | 2.7% +NT$13.6b | 99.4% | PE10.9x | |
| 2867 Mercuries Life Insurance | NT$9.75 | 4.3% +NT$2.4b | 84.0% | PE47.7x | |
| 2905 Mercuries & Associates Holding | NT$16.30 | 0.6% +NT$105.3m | 34.7% | PE21.6x |