New Narrative • Jul 21

The Life and Health Insurance industry is up 2.8% in the last week, with Cathay Financial Holding up 4.6%. This means that the industry has gained 67% over the past year. 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 |
|---|---|---|---|---|---|---|
| Sat, 01 Aug 2026 | NT$3.9t | NT$3.0t | NT$369.3b | 11x | 10.6x | 1.3x |
| Mon, 29 Jun 2026 | NT$4.0t | NT$3.0t | NT$369.3b | 10.9x | 10.9x | 1.4x |
| Wed, 27 May 2026 | NT$3.1t | NT$2.8t | NT$249.6b | 12.4x | 12.5x | 1.1x |
| Fri, 24 Apr 2026 | NT$2.8t | NT$2.9t | NT$256.9b | 11.1x | 10.7x | 1x |
| Sun, 22 Mar 2026 | NT$2.7t | NT$2.9t | NT$256.9b | 11.1x | 10.6x | 1x |
| Tue, 17 Feb 2026 | NT$2.9t | NT$2.7t | NT$222.7b | 14.5x | 12.9x | 1.1x |
| Thu, 15 Jan 2026 | NT$2.8t | NT$2.7t | NT$222.7b | 13.5x | 12.4x | 1x |
| Sat, 13 Dec 2025 | NT$2.7t | NT$2.7t | NT$222.7b | 12.9x | 12.2x | 1x |
| Mon, 10 Nov 2025 | NT$2.6t | NT$2.9t | NT$217.4b | 11.2x | 11.8x | 0.9x |
| Wed, 08 Oct 2025 | NT$2.5t | NT$2.9t | NT$214.6b | 12.4x | 11.8x | 0.9x |
| Fri, 05 Sep 2025 | NT$2.5t | NT$2.6t | NT$214.5b | 12.5x | 11.6x | 0.9x |
| Sun, 03 Aug 2025 | NT$2.4t | NT$2.3t | NT$296.9b | 8.5x | 8x | 1.1x |
| Tue, 01 Jul 2025 | NT$2.7t | NT$2.5t | NT$301.6b | 8.8x | 8.8x | 1x |
| Thu, 29 May 2025 | NT$2.6t | NT$2.4t | NT$289.8b | 9x | 8.9x | 1.1x |
| Sat, 26 Apr 2025 | NT$2.4t | NT$2.3t | NT$313.0b | 7.8x | 7.7x | 1x |
| Mon, 24 Mar 2025 | NT$2.8t | NT$2.3t | NT$313.0b | 9.2x | 8.9x | 1.2x |
| Wed, 19 Feb 2025 | NT$2.9t | NT$2.9t | NT$249.3b | 11.1x | 11.7x | 1x |
| Fri, 17 Jan 2025 | NT$2.8t | NT$2.6t | NT$249.3b | 10.7x | 11.2x | 1.1x |
| Sun, 15 Dec 2024 | NT$2.9t | NT$2.6t | NT$249.3b | 11.1x | 11.7x | 1.1x |
| Tue, 12 Nov 2024 | NT$2.9t | NT$2.1t | NT$240.0b | 12.4x | 11.9x | 1.4x |
| Thu, 10 Oct 2024 | NT$2.8t | NT$2.1t | NT$240.0b | 12x | 11.8x | 1.4x |
| Sat, 07 Sep 2024 | NT$2.7t | NT$2.1t | NT$240.0b | 10.9x | 11.2x | 1.3x |
| Mon, 05 Aug 2024 | NT$2.6t | NT$2.0t | NT$183.8b | 12.4x | 14x | 1.3x |
| Wed, 03 Jul 2024 | NT$2.4t | NT$2.0t | NT$183.8b | 11.6x | 13.1x | 1.2x |
| Fri, 31 May 2024 | NT$2.2t | NT$2.1t | NT$152.7b | 11.9x | 14.5x | 1.1x |
| Sun, 28 Apr 2024 | NT$2.0t | NT$2.2t | NT$111.4b | 13.6x | 18.3x | 0.9x |
| Tue, 26 Mar 2024 | NT$2.0t | NT$2.2t | NT$111.4b | 13.5x | 18.2x | 0.9x |
| Thu, 22 Feb 2024 | NT$1.8t | NT$1.9t | NT$43.1b | 16.7x | 42x | 0.9x |
| Sat, 20 Jan 2024 | NT$1.7t | NT$1.9t | NT$43.1b | 16.3x | 40.6x | 0.9x |
| Mon, 18 Dec 2023 | NT$1.8t | NT$1.9t | NT$43.1b | 17.1x | 42.2x | 0.9x |
| Wed, 15 Nov 2023 | NT$2.0t | NT$1.8t | NT$23.6b | 37.8x | 82.7x | 1.1x |
| Fri, 13 Oct 2023 | NT$1.9t | NT$1.8t | NT$23.6b | 38.3x | 80.2x | 1x |
| Sun, 10 Sep 2023 | NT$1.9t | NT$1.6t | NT$23.6b | 38.5x | 80.5x | 1.2x |
| Tue, 08 Aug 2023 | NT$1.9t | NT$1.7t | NT$5.4b | 46.9x | 354.2x | 1.1x |
354.2x
How does Taiwanese Life and Health Insurance compare with similar industries?
| TW Market | -1.72% | |
| Financials | 4.13% | |
| Insurance | 2.88% | |
| Life and Health Insurance | 2.84% | |
| Property and Casualty Insurance | 6.73% | |
| Insurance Brokers | -0.90% | |
| General Insurance | -1.12% | |
| Reinsurance | -2.13% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 2882 Cathay Financial Holding | NT$101.50 | 4.6% +NT$66.0b | 65.8% | PE10.5x | |
| 2881 Fubon Financial Holding | NT$130.00 | 2.0% +NT$35.0b | 61.3% | PE10.1x | |
| 2867 Mercuries Life Insurance | NT$9.90 | 6.7% +NT$3.7b | 90.0% | PE48.4x | |
| 2883 KGI Financial Holding | NT$30.85 | 0.7% +NT$3.4b | 103.7% | PE11x | |
| 2905 Mercuries & Associates Holding | NT$17.10 | 6.2% +NT$1.1b | 40.7% | PE22.6x |