Narrative Update • Jun 25

The Healthcare industry is up 3.9% in the last week, with PharmaEssentia up 17%. Meanwhile, Caliway Biopharmaceuticals actually underperformed within the industry, shrinking 5.1% in the last week. This means that the industry has gained 8.2% over the past year. As for the next few years, earnings are expected to grow by 59% per annum.
Has the Taiwanese Healthcare Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 02 Jul 2026 | NT$1.9t | NT$277.3b | NT$17.7b | 19x | 107.6x | 6.9x |
| Sat, 30 May 2026 | NT$1.6t | NT$277.3b | NT$17.8b | 18.5x | 92.5x | 5.9x |
| Mon, 27 Apr 2026 | NT$1.6t | NT$270.3b | NT$18.0b | 19x | 88.9x | 5.9x |
| Wed, 25 Mar 2026 | NT$1.6t | NT$270.3b | NT$17.7b | 18.6x | 89.2x | 5.8x |
| Fri, 20 Feb 2026 | NT$1.8t | NT$269.0b | NT$11.5b | 19x | 157.3x | 6.7x |
| Sun, 18 Jan 2026 | NT$1.8t | NT$268.8b | NT$13.4b | 19.2x | 134.2x | 6.7x |
| Tue, 16 Dec 2025 | NT$1.7t | NT$267.4b | NT$13.6b | 19.1x | 126.8x | 6.5x |
| Thu, 13 Nov 2025 | NT$1.6t | NT$268.4b | NT$12.5b | 21.5x | 132.1x | 6.1x |
| Sat, 11 Oct 2025 | NT$1.8t | NT$266.8b | NT$8.4b | 21.9x | 208.8x | 6.6x |
| Mon, 08 Sep 2025 | NT$1.9t | NT$266.1b | NT$8.7b | 22.8x | 218x | 7.1x |
| Wed, 06 Aug 2025 | NT$1.6t | NT$261.6b | NT$15.0b | 21.2x | 110.3x | 6.3x |
| Fri, 04 Jul 2025 | NT$1.6t | NT$261.0b | NT$16.4b | 19.7x | 100.5x | 6.3x |
| Sun, 01 Jun 2025 | NT$1.5t | NT$260.7b | NT$16.3b | 19.5x | 92.5x | 5.8x |
| Tue, 29 Apr 2025 | NT$1.4t | NT$254.7b | NT$12.0b | 19.5x | 116.3x | 5.5x |
| Thu, 27 Mar 2025 | NT$1.6t | NT$254.1b | NT$11.7b | 21.7x | 138.2x | 6.3x |
| Sat, 22 Feb 2025 | NT$1.7t | NT$246.5b | NT$8.4b | 24.1x | 197x | 6.7x |
| Mon, 20 Jan 2025 | NT$1.5t | NT$246.2b | NT$8.7b | 21.9x | 174x | 6.2x |
| Wed, 18 Dec 2024 | NT$1.4t | NT$220.5b | NT$7.3b | 21.9x | 196.4x | 6.5x |
| Fri, 15 Nov 2024 | NT$1.5t | NT$238.4b | NT$7.4b | 23.4x | 202.8x | 6.3x |
| Sun, 13 Oct 2024 | NT$1.5t | NT$236.4b | NT$6.8b | 24.5x | 225.5x | 6.4x |
| Tue, 10 Sep 2024 | NT$1.6t | NT$236.4b | NT$6.8b | 25.4x | 232.9x | 6.7x |
| Thu, 08 Aug 2024 | NT$1.5t | NT$229.3b | NT$3.6b | 27.2x | 427x | 6.7x |
| Sat, 06 Jul 2024 | NT$1.7t | NT$228.8b | NT$3.6b | 30x | 465x | 7.3x |
| Mon, 03 Jun 2024 | NT$1.5t | NT$228.6b | NT$3.9b | 26x | 382x | 6.5x |
| Wed, 01 May 2024 | NT$1.4t | NT$228.8b | NT$4.3b | 25.5x | 340.3x | 6.3x |
| Fri, 29 Mar 2024 | NT$1.5t | NT$228.9b | NT$7.2b | 25.7x | 201.1x | 6.4x |
| Sun, 25 Feb 2024 | NT$1.5t | NT$225.8b | NT$6.5b | 25.3x | 225x | 6.4x |
| Tue, 23 Jan 2024 | NT$1.4t | NT$225.0b | NT$5.9b | 24.7x | 235x | 6.2x |
| Thu, 21 Dec 2023 | NT$1.4t | NT$224.7b | NT$5.9b | 25.1x | 240.1x | 6.3x |
| Sat, 18 Nov 2023 | NT$1.4t | NT$224.1b | NT$6.4b | 25.1x | 216.1x | 6.2x |
| Mon, 16 Oct 2023 | NT$1.3t | NT$225.3b | NT$8.3b | 24.9x | 162.9x | 6x |
| Wed, 13 Sep 2023 | NT$1.4t | NT$225.2b | NT$8.4b | 25.2x | 162.9x | 6.1x |
| Fri, 11 Aug 2023 | NT$1.4t | NT$225.9b | NT$10.9b | 25.2x | 128x | 6.2x |
| Sun, 09 Jul 2023 | NT$1.4t | NT$226.5b | NT$11.5b | 25.6x | 124.3x | 6.3x |
124.3x
Which industries have driven the changes within the Taiwanese Healthcare sector?
| TW Market | 1.73% | |
| Healthcare | 3.95% | |
| Biotech | 10.11% | |
| Healthcare Services | -0.25% | |
| Medical Equipment | -0.64% | |
| Pharma | -1.67% | |
| Healthtech | -1.77% | |
| Life Sciences | -3.10% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 6446 PharmaEssentia | NT$1.40k | 16.7% +NT$74.3b | 178.9% | PE87.4x | |
| 6586 CHO Pharma | NT$135.00 | 8.4% +NT$2.2b | 235.0% | PS20189.7x | |
| 6617 Gongwin Biopharm Holdings | NT$84.20 | 25.7% +NT$2.1b | -5.0% | PS266.6x | |
| 6696 Lin BioScience | NT$418.00 | 5.7% +NT$1.9b | 199.6% | PB3.2x | |
| 6491 Pegavision | NT$347.00 | 6.8% +NT$1.7b | 13.4% | PE16.5x |