New Narrative • Jul 21

Over the last 7 days, the Life and Health Insurance industry has dropped 3.1%, driven by a pullback from Fubon Financial Holding of 3.1%. Over the past 12 months, the industry was up 57%. 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 |
|---|---|---|---|---|---|---|
| Fri, 31 Jul 2026 | NT$3.7t | NT$3.0t | NT$369.3b | 10.4x | 10x | 1.2x |
| Sun, 28 Jun 2026 | NT$4.0t | NT$3.0t | NT$369.3b | 10.9x | 10.9x | 1.4x |
| Tue, 26 May 2026 | NT$3.0t | NT$2.8t | NT$249.6b | 12.5x | 12.1x | 1.1x |
| Thu, 23 Apr 2026 | NT$2.8t | NT$2.9t | NT$256.9b | 11.4x | 10.9x | 1x |
| Sat, 21 Mar 2026 | NT$2.7t | NT$2.9t | NT$256.9b | 11.1x | 10.6x | 1x |
| Mon, 16 Feb 2026 | NT$2.9t | NT$2.7t | NT$222.7b | 14.5x | 12.9x | 1.1x |
| Wed, 14 Jan 2026 | NT$2.8t | NT$2.7t | NT$222.7b | 13.8x | 12.6x | 1.1x |
| Fri, 12 Dec 2025 | NT$2.7t | NT$2.7t | NT$222.7b | 12.7x | 12.1x | 1x |
| Sun, 09 Nov 2025 | NT$2.6t | NT$2.9t | NT$217.4b | 11.2x | 11.8x | 0.9x |
| Tue, 07 Oct 2025 | NT$2.5t | NT$2.9t | NT$214.6b | 12.4x | 11.7x | 0.9x |
| Thu, 04 Sep 2025 | NT$2.5t | NT$2.6t | NT$214.5b | 12.4x | 11.5x | 0.9x |
| Sat, 02 Aug 2025 | NT$2.4t | NT$2.3t | NT$296.9b | 8.5x | 8x | 1.1x |
| Mon, 30 Jun 2025 | NT$2.7t | NT$2.5t | NT$301.6b | 9.5x | 9.1x | 1.1x |
| Wed, 28 May 2025 | NT$2.6t | NT$2.4t | NT$289.8b | 9.1x | 9x | 1.1x |
| Fri, 25 Apr 2025 | NT$2.4t | NT$2.3t | NT$313.0b | 7.7x | 7.6x | 1x |
| Sun, 23 Mar 2025 | NT$2.8t | NT$2.3t | NT$313.0b | 9.2x | 8.9x | 1.2x |
| Tue, 18 Feb 2025 | NT$2.9t | NT$2.9t | NT$249.3b | 11.1x | 11.7x | 1x |
| Thu, 16 Jan 2025 | NT$2.8t | NT$2.6t | NT$249.3b | 10.6x | 11.2x | 1.1x |
| Sat, 14 Dec 2024 | NT$2.9t | NT$2.6t | NT$249.3b | 11.1x | 11.7x | 1.1x |
| Mon, 11 Nov 2024 | NT$2.9t | NT$2.1t | NT$240.0b | 12.6x | 12x | 1.4x |
| Wed, 09 Oct 2024 | NT$2.8t | NT$2.1t | NT$240.0b | 12x | 11.8x | 1.4x |
| Fri, 06 Sep 2024 | NT$2.7t | NT$2.1t | NT$240.0b | 10.8x | 11.1x | 1.3x |
| Sun, 04 Aug 2024 | NT$2.6t | NT$2.0t | NT$183.8b | 12.4x | 14x | 1.3x |
| Tue, 02 Jul 2024 | NT$2.4t | NT$2.0t | NT$183.8b | 11.6x | 13.1x | 1.2x |
| Thu, 30 May 2024 | NT$2.2t | NT$2.1t | NT$152.7b | 11.9x | 14.6x | 1.1x |
| Sat, 27 Apr 2024 | NT$2.0t | NT$2.2t | NT$111.4b | 13.6x | 18.3x | 0.9x |
| Mon, 25 Mar 2024 | NT$2.0t | NT$2.2t | NT$111.4b | 13.5x | 18.3x | 0.9x |
| Wed, 21 Feb 2024 | NT$1.8t | NT$1.9t | NT$43.1b | 16.8x | 42.1x | 0.9x |
| Fri, 19 Jan 2024 | NT$1.7t | NT$1.9t | NT$43.1b | 16.2x | 40.1x | 0.9x |
| Sun, 17 Dec 2023 | NT$1.8t | NT$1.9t | NT$43.1b | 17.1x | 42.2x | 0.9x |
| Tue, 14 Nov 2023 | NT$1.9t | NT$1.8t | NT$23.6b | 37.6x | 82.2x | 1.1x |
| Thu, 12 Oct 2023 | NT$1.9t | NT$1.8t | NT$23.6b | 38.2x | 79.9x | 1x |
| Sat, 09 Sep 2023 | NT$1.9t | NT$1.6t | NT$23.6b | 38.5x | 80.5x | 1.2x |
| Mon, 07 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 | -11.00% | |
| Financials | -1.82% | |
| Insurance | -2.95% | |
| Life and Health Insurance | -3.08% | |
| Property and Casualty Insurance | 3.60% | |
| Insurance Brokers | 0% | 0 |
| General Insurance | -0.50% | |
| Reinsurance | -4.62% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 2867 Mercuries Life Insurance | NT$9.58 | 4.4% +NT$2.4b | 82.8% | PE46.9x | |
| 2905 Mercuries & Associates Holding | NT$16.60 | 5.1% +NT$842.6m | 37.2% | PE22x |