Narrative Update • Jul 10

The Life and Health Insurance industry has stayed flat over the last week. As for the the longer term, the industry is up 59% over the past 12 months. 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, 17 Jul 2026 | NT$3.8t | NT$3.0t | NT$369.3b | 10.9x | 10.3x | 1.3x |
| Sun, 14 Jun 2026 | NT$3.7t | NT$3.0t | NT$369.3b | 10.4x | 10.1x | 1.3x |
| Tue, 12 May 2026 | NT$3.0t | NT$2.9t | NT$256.9b | 12.3x | 11.5x | 1x |
| Thu, 09 Apr 2026 | NT$2.8t | NT$2.9t | NT$256.9b | 11.5x | 10.8x | 1x |
| Sat, 07 Mar 2026 | NT$2.7t | NT$2.7t | NT$222.7b | 14.4x | 12.2x | 1x |
| Mon, 02 Feb 2026 | NT$2.7t | NT$2.7t | NT$222.7b | 13.7x | 12.3x | 1x |
| Wed, 31 Dec 2025 | NT$2.8t | NT$2.7t | NT$222.7b | 13.6x | 12.7x | 1.1x |
| Fri, 28 Nov 2025 | NT$2.7t | NT$2.9t | NT$224.3b | 12.9x | 11.9x | 0.9x |
| Sun, 26 Oct 2025 | NT$2.6t | NT$2.9t | NT$214.6b | 13x | 12.2x | 0.9x |
| Tue, 23 Sep 2025 | NT$2.5t | NT$2.7t | NT$255.2b | 12.6x | 9.9x | 0.9x |
| Thu, 21 Aug 2025 | NT$2.5t | NT$2.3t | NT$291.3b | 8.1x | 8.5x | 1.1x |
| Sat, 19 Jul 2025 | NT$2.6t | NT$2.5t | NT$301.6b | 8.9x | 8.7x | 1x |
| Mon, 16 Jun 2025 | NT$2.8t | NT$2.5t | NT$301.6b | 9.6x | 9.2x | 1.1x |
| Wed, 14 May 2025 | NT$2.5t | NT$2.4t | NT$313.9b | 8.6x | 8x | 1.1x |
| Fri, 11 Apr 2025 | NT$2.4t | NT$2.3t | NT$313.0b | 7.7x | 7.7x | 1x |
| Sun, 09 Mar 2025 | NT$2.6t | NT$2.5t | NT$236.3b | 11x | 11.2x | 1.1x |
| Tue, 04 Feb 2025 | NT$2.8t | NT$2.6t | NT$249.3b | 10.8x | 11.3x | 1.1x |
| Thu, 02 Jan 2025 | NT$2.8t | NT$2.6t | NT$249.3b | 10.6x | 11.4x | 1.1x |
| Sat, 30 Nov 2024 | NT$2.8t | NT$2.3t | NT$251.1b | 10.5x | 11x | 1.2x |
| Mon, 28 Oct 2024 | NT$2.9t | NT$2.1t | NT$240.0b | 12.4x | 11.9x | 1.4x |
| Wed, 25 Sep 2024 | NT$2.8t | NT$2.1t | NT$240.0b | 12x | 11.7x | 1.4x |
| Fri, 23 Aug 2024 | NT$2.6t | NT$2.0t | NT$190.6b | 14.5x | 13.8x | 1.3x |
| Sun, 21 Jul 2024 | NT$2.6t | NT$2.0t | NT$183.8b | 12.4x | 14x | 1.3x |
| Tue, 18 Jun 2024 | NT$2.3t | NT$2.0t | NT$183.8b | 11.8x | 12.7x | 1.2x |
| Thu, 16 May 2024 | NT$2.3t | NT$2.2t | NT$111.4b | 14.6x | 20.3x | 1x |
| Sat, 13 Apr 2024 | NT$2.0t | NT$2.2t | NT$111.4b | 13.2x | 18.2x | 0.9x |
| Mon, 11 Mar 2024 | NT$1.9t | NT$2.0t | NT$44.7b | 16.9x | 41.5x | 0.9x |
| Wed, 07 Feb 2024 | NT$1.8t | NT$1.9t | NT$43.1b | 16.4x | 41.2x | 0.9x |
| Fri, 05 Jan 2024 | NT$1.8t | NT$1.9t | NT$43.1b | 16.7x | 41.2x | 0.9x |
| Sun, 03 Dec 2023 | NT$1.8t | NT$1.8t | NT$32.5b | 17.2x | 55.5x | 1x |
| Tue, 31 Oct 2023 | NT$1.9t | NT$1.8t | NT$23.6b | 36.5x | 80.2x | 1x |
| Thu, 28 Sep 2023 | NT$1.9t | NT$1.8t | NT$23.6b | 37.1x | 78.4x | 1x |
| Sat, 26 Aug 2023 | NT$1.8t | NT$1.7t | NT$10.7b | 42.5x | 172.6x | 1.1x |
| Mon, 24 Jul 2023 | NT$1.9t | NT$1.7t | NT$5.4b | 45.3x | 340.6x | 1.1x |
340.6x
How does Taiwanese Life and Health Insurance compare with similar industries?
| TW Market | 0.22% | |
| Financials | -1.07% | |
| Insurance | 0.81% | |
| Life and Health Insurance | 0.81% | |
| Property and Casualty Insurance | 2.12% | |
| General Insurance | 1.01% | |
| Insurance Brokers | 0.26% | |
| Reinsurance | -2.51% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 2867 Mercuries Life Insurance | NT$9.07 | 2.4% +NT$1.2b | 79.6% | PE44.4x |