Narrative Update • Jul 10

In the last week, Life and Health Insurance has been flat. The past year has been better, since the industry has gained 56% in that time. 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 |
|---|---|---|---|---|---|---|
| Sun, 19 Jul 2026 | NT$3.7t | NT$3.0t | NT$369.3b | 10.7x | 10.1x | 1.2x |
| Tue, 16 Jun 2026 | NT$3.9t | NT$3.0t | NT$369.3b | 10.7x | 10.5x | 1.3x |
| Thu, 14 May 2026 | NT$2.9t | NT$2.9t | NT$256.9b | 12x | 11.3x | 1x |
| Sat, 11 Apr 2026 | NT$2.7t | NT$2.9t | NT$256.9b | 11.3x | 10.7x | 1x |
| Mon, 09 Mar 2026 | NT$2.7t | NT$2.7t | NT$222.7b | 14.4x | 12.2x | 1x |
| Wed, 04 Feb 2026 | NT$2.7t | NT$2.7t | NT$222.7b | 13.7x | 12.3x | 1x |
| Fri, 02 Jan 2026 | NT$2.8t | NT$2.7t | NT$222.7b | 13.5x | 12.6x | 1.1x |
| Sun, 30 Nov 2025 | NT$2.6t | NT$2.3t | NT$221.9b | 11.9x | 11.5x | 1.1x |
| Tue, 28 Oct 2025 | NT$2.6t | NT$2.9t | NT$214.6b | 13x | 12.3x | 0.9x |
| Thu, 25 Sep 2025 | NT$2.5t | NT$2.9t | NT$214.6b | 12.5x | 11.8x | 0.9x |
| Sat, 23 Aug 2025 | NT$2.5t | NT$2.3t | NT$291.3b | 8.2x | 8.6x | 1.1x |
| Mon, 21 Jul 2025 | NT$2.6t | NT$2.5t | NT$301.6b | 8.9x | 8.7x | 1x |
| Wed, 18 Jun 2025 | NT$2.7t | NT$2.5t | NT$301.6b | 9.4x | 9x | 1.1x |
| Fri, 16 May 2025 | NT$2.6t | NT$2.4t | NT$313.9b | 8.8x | 8.1x | 1.1x |
| Sun, 13 Apr 2025 | NT$2.4t | NT$2.4t | NT$306.1b | 7.5x | 7.9x | 1x |
| Tue, 11 Mar 2025 | NT$2.6t | NT$2.5t | NT$236.3b | 11x | 11.2x | 1.1x |
| Thu, 06 Feb 2025 | NT$2.8t | NT$2.6t | NT$249.3b | 10.8x | 11.4x | 1.1x |
| Sat, 04 Jan 2025 | NT$2.8t | NT$2.6t | NT$249.3b | 10.7x | 11.4x | 1.1x |
| Mon, 02 Dec 2024 | NT$2.8t | NT$2.5t | NT$251.1b | 10.5x | 11x | 1.1x |
| Wed, 30 Oct 2024 | NT$2.8t | NT$2.1t | NT$240.0b | 12.2x | 11.8x | 1.4x |
| Fri, 27 Sep 2024 | NT$2.8t | NT$2.1t | NT$240.0b | 12.1x | 11.9x | 1.4x |
| Sun, 25 Aug 2024 | NT$2.6t | NT$2.1t | NT$198.8b | 14.7x | 13.3x | 1.3x |
| Tue, 23 Jul 2024 | NT$2.5t | NT$2.0t | NT$183.8b | 12x | 13.5x | 1.3x |
| Thu, 20 Jun 2024 | NT$2.4t | NT$2.0t | NT$183.8b | 12.1x | 13x | 1.2x |
| Sat, 18 May 2024 | NT$2.3t | NT$2.2t | NT$117.4b | 14.8x | 19.4x | 1.1x |
| Mon, 15 Apr 2024 | NT$2.0t | NT$2.2t | NT$111.4b | 13.2x | 18.2x | 0.9x |
| Wed, 13 Mar 2024 | NT$1.9t | NT$2.0t | NT$44.7b | 17.3x | 42.2x | 1x |
| Fri, 09 Feb 2024 | NT$1.8t | NT$1.9t | NT$43.1b | 16.4x | 41.2x | 0.9x |
| Sun, 07 Jan 2024 | NT$1.8t | NT$1.9t | NT$43.1b | 16.7x | 41.1x | 0.9x |
| Tue, 05 Dec 2023 | NT$1.8t | NT$1.8t | NT$32.5b | 17.3x | 55.8x | 1x |
| Thu, 02 Nov 2023 | NT$1.9t | NT$1.8t | NT$23.6b | 36.8x | 80.6x | 1.1x |
| Sat, 30 Sep 2023 | NT$1.9t | NT$1.8t | NT$23.6b | 37x | 78.5x | 1x |
| Mon, 28 Aug 2023 | NT$1.8t | NT$1.7t | NT$21.6b | 26.8x | 85.4x | 1.1x |
| Wed, 26 Jul 2023 | NT$1.9t | NT$1.7t | NT$5.4b | 45.3x | 340.7x | 1.1x |
340.7x
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 |