Narrative Update • Aug 13

In the last week, the Healthcare industry is up 6.7%, with PharmaEssentia up 21%. During this same period, the Center Laboratories underperformed, falling 12%. In the last 12 months, the industry was up 15%. Earnings are forecast to grow by 68% annually.
Has the Taiwanese Healthcare Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 17 Aug 2026 | NT$2.0t | NT$287.3b | NT$11.6b | 17.5x | 174.9x | 7.1x |
| Wed, 15 Jul 2026 | NT$1.9t | NT$277.3b | NT$17.7b | 18.6x | 109.7x | 7x |
| Fri, 12 Jun 2026 | NT$1.6t | NT$277.1b | NT$17.3b | 18.8x | 94.7x | 5.9x |
| Sun, 10 May 2026 | NT$1.6t | NT$270.0b | NT$17.5b | 18.5x | 93x | 6x |
| Tue, 07 Apr 2026 | NT$1.6t | NT$270.2b | NT$17.7b | 18.8x | 89.6x | 5.9x |
| Thu, 05 Mar 2026 | NT$1.7t | NT$270.9b | NT$19.5b | 18.2x | 88x | 6.3x |
| Sat, 31 Jan 2026 | NT$1.9t | NT$268.8b | NT$12.0b | 19x | 156.5x | 7x |
| Mon, 29 Dec 2025 | NT$1.7t | NT$267.4b | NT$13.6b | 19x | 124.5x | 6.3x |
| Wed, 26 Nov 2025 | NT$1.7t | NT$267.8b | NT$13.1b | 20x | 128.6x | 6.3x |
| Fri, 24 Oct 2025 | NT$1.8t | NT$266.9b | NT$8.2b | 21.9x | 216x | 6.7x |
| Sun, 21 Sep 2025 | NT$1.8t | NT$266.0b | NT$8.2b | 22.4x | 215.9x | 6.7x |
| Tue, 19 Aug 2025 | NT$1.7t | NT$266.3b | NT$9.2b | 21.5x | 184.1x | 6.4x |
| Thu, 17 Jul 2025 | NT$1.6t | NT$261.0b | NT$16.4b | 20.1x | 97.7x | 6.1x |
| Sat, 14 Jun 2025 | NT$1.6t | NT$260.9b | NT$16.3b | 19.9x | 95.4x | 6x |
| Mon, 12 May 2025 | NT$1.4t | NT$258.0b | NT$13.1b | 20.5x | 110.5x | 5.6x |
| Wed, 09 Apr 2025 | NT$1.3t | NT$254.3b | NT$12.0b | 18.6x | 107.6x | 5.1x |
| Fri, 07 Mar 2025 | NT$1.6t | NT$249.8b | NT$11.3b | 23.7x | 144.7x | 6.6x |
| Sun, 02 Feb 2025 | NT$1.5t | NT$246.2b | NT$8.7b | 22.2x | 176.1x | 6.3x |
| Tue, 31 Dec 2024 | NT$1.5t | NT$245.2b | NT$8.6b | 22.4x | 173.2x | 6.1x |
| Thu, 28 Nov 2024 | NT$1.5t | NT$244.9b | NT$9.1b | 22x | 165.6x | 6.1x |
| Sat, 26 Oct 2024 | NT$1.6t | NT$236.7b | NT$6.9b | 25.7x | 225.4x | 6.6x |
| Mon, 23 Sep 2024 | NT$1.6t | NT$236.4b | NT$6.8b | 24.6x | 236.9x | 6.8x |
| Wed, 21 Aug 2024 | NT$1.6t | NT$236.7b | NT$6.8b | 26x | 237.8x | 6.9x |
| Fri, 19 Jul 2024 | NT$1.7t | NT$229.1b | NT$3.7b | 30x | 454.8x | 7.4x |
| Sun, 16 Jun 2024 | NT$1.5t | NT$228.6b | NT$3.9b | 26.4x | 392x | 6.7x |
| Tue, 14 May 2024 | NT$1.4t | NT$229.3b | NT$4.6b | 26x | 314.5x | 6.3x |
| Thu, 11 Apr 2024 | NT$1.6t | NT$228.5b | NT$5.0b | 27.7x | 311x | 6.9x |
| Sat, 09 Mar 2024 | NT$1.4t | NT$226.2b | NT$7.0b | 25.2x | 205.8x | 6.3x |
| Mon, 05 Feb 2024 | NT$1.4t | NT$225.3b | NT$6.1b | 24.6x | 228.2x | 6.2x |
| Wed, 03 Jan 2024 | NT$1.4t | NT$224.9b | NT$6.0b | 25.4x | 235.5x | 6.3x |
| Fri, 01 Dec 2023 | NT$1.4t | NT$224.7b | NT$5.9b | 25.4x | 241.1x | 6.3x |
| Sun, 29 Oct 2023 | NT$1.4t | NT$225.3b | NT$8.3b | 25.3x | 166.2x | 6.1x |
| Tue, 26 Sep 2023 | NT$1.4t | NT$225.2b | NT$8.2b | 25.8x | 168.2x | 6.1x |
| Thu, 24 Aug 2023 | NT$1.4t | NT$225.2b | NT$8.4b | 24.5x | 161.7x | 6x |
161.7x
Which industries have driven the changes within the Taiwanese Healthcare sector?
| TW Market | 3.58% | |
| Healthcare | 6.75% | |
| Biotech | 14.52% | |
| Life Sciences | 1.99% | |
| Medical Equipment | 0.89% | |
| Healthcare Services | -0.013% | |
| Pharma | -2.04% | |
| Healthtech | -5.59% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 6446 PharmaEssentia | NT$1.41k | 6.0% +NT$36.1b | 246.4% | PE76.6x | |
| 6696 Lin BioScience | NT$947.00 | 31.5% +NT$18.8b | 499.4% | PB7.3x | |
| 6949 Pell Bio-Med Technology | NT$1.06k | 11.3% +NT$6.9b | 209.4% | PS2363x | |
| 4736 TaiDoc Technology | NT$143.00 | 9.6% +NT$1.2b | 1.4% | PE7.8x | |
| 6467 Taho Pharmaceuticals | NT$136.00 | 16.7% +NT$1.0b | 1.9% | PS1313.9x |