Narrative Update • May 25

The Pharma is pretty flat in the last 7 days, but Bora Pharmaceuticals has stood out, gaining 8.2%. As for the longer term, the industry has declined 11% in the last year. Earnings are forecast to grow by 92% annually.
Has the Taiwanese Pharma Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 05 Jun 2026 | NT$589.0b | NT$123.1b | NT$19.0b | 17.9x | 31x | 4.8x |
| Sun, 03 May 2026 | NT$621.3b | NT$119.4b | NT$20.6b | 14.7x | 30.1x | 5.2x |
| Tue, 31 Mar 2026 | NT$579.0b | NT$119.3b | NT$20.8b | 15x | 27.8x | 4.9x |
| Thu, 26 Feb 2026 | NT$759.3b | NT$119.3b | NT$12.4b | 17x | 61.2x | 6.4x |
| Sat, 24 Jan 2026 | NT$800.6b | NT$119.3b | NT$12.4b | 17.5x | 64.5x | 6.7x |
| Mon, 22 Dec 2025 | NT$747.3b | NT$118.0b | NT$12.3b | 16.7x | 60.8x | 6.3x |
| Wed, 19 Nov 2025 | NT$676.6b | NT$117.4b | NT$12.4b | 16.1x | 54.7x | 5.8x |
| Fri, 17 Oct 2025 | NT$794.3b | NT$118.3b | NT$9.6b | 15.8x | 82.6x | 6.7x |
| Sun, 14 Sep 2025 | NT$842.2b | NT$118.4b | NT$10.2b | 16.5x | 82.4x | 7.1x |
| Tue, 12 Aug 2025 | NT$690.2b | NT$117.5b | NT$12.5b | 17.3x | 55.4x | 5.9x |
| Thu, 10 Jul 2025 | NT$630.7b | NT$116.0b | NT$14.3b | 18.5x | 44.1x | 5.4x |
| Sat, 07 Jun 2025 | NT$631.0b | NT$115.9b | NT$14.3b | 19.1x | 44.2x | 5.4x |
| Mon, 05 May 2025 | NT$566.9b | NT$113.3b | NT$10.6b | 18.9x | 53.5x | 5x |
| Wed, 02 Apr 2025 | NT$588.8b | NT$112.8b | NT$10.8b | 18.3x | 54.4x | 5.2x |
| Fri, 28 Feb 2025 | NT$674.8b | NT$109.4b | NT$11.5b | 23.5x | 58.7x | 6.2x |
| Sun, 26 Jan 2025 | NT$612.0b | NT$109.3b | NT$11.4b | 21.7x | 53.5x | 5.6x |
| Tue, 24 Dec 2024 | NT$591.2b | NT$109.3b | NT$11.4b | 21.7x | 51.7x | 5.4x |
| Thu, 21 Nov 2024 | NT$632.2b | NT$109.1b | NT$11.5b | 23x | 55.1x | 5.8x |
| Sat, 19 Oct 2024 | NT$622.7b | NT$104.7b | NT$8.9b | 27x | 69.6x | 5.9x |
| Mon, 16 Sep 2024 | NT$630.8b | NT$104.7b | NT$8.9b | 25.1x | 70.5x | 6x |
| Wed, 14 Aug 2024 | NT$640.0b | NT$101.4b | NT$7.3b | 28.7x | 87.3x | 6.3x |
| Fri, 12 Jul 2024 | NT$681.6b | NT$100.5b | NT$6.8b | 31.8x | 99.8x | 6.8x |
| Sun, 09 Jun 2024 | NT$636.7b | NT$100.4b | NT$7.1b | 29.7x | 89.1x | 6.3x |
| Tue, 07 May 2024 | NT$618.1b | NT$101.8b | NT$9.3b | 25.1x | 66.1x | 6.1x |
| Thu, 04 Apr 2024 | NT$696.9b | NT$101.5b | NT$9.4b | 26.7x | 74.5x | 6.9x |
| Sat, 02 Mar 2024 | NT$657.1b | NT$101.7b | NT$8.3b | 23.6x | 79.5x | 6.5x |
| Mon, 29 Jan 2024 | NT$590.5b | NT$101.9b | NT$7.8b | 23.7x | 75.8x | 5.8x |
| Wed, 27 Dec 2023 | NT$576.9b | NT$101.6b | NT$7.6b | 23.5x | 75.6x | 5.7x |
| Fri, 24 Nov 2023 | NT$567.4b | NT$101.6b | NT$8.3b | 23.6x | 68.5x | 5.6x |
| Sun, 22 Oct 2023 | NT$521.7b | NT$101.7b | NT$9.6b | 20.2x | 54.2x | 5.1x |
| Tue, 19 Sep 2023 | NT$564.3b | NT$101.7b | NT$9.6b | 22.5x | 58.6x | 5.6x |
| Thu, 17 Aug 2023 | NT$546.0b | NT$101.1b | NT$9.1b | 20.6x | 60.3x | 5.4x |
| Sat, 15 Jul 2023 | NT$569.2b | NT$98.7b | NT$10.1b | 16.9x | 56.6x | 5.8x |
| Mon, 12 Jun 2023 | NT$588.0b | NT$98.6b | NT$10.1b | 17x | 58.5x | 6x |
58.5x
How does Taiwanese Pharma compare with similar industries?
| TW Market | 4.41% | |
| Healthcare | 3.96% | |
| Pharma | 1.27% | |
| Pharma | 1.27% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 6472 Bora Pharmaceuticals | NT$371.50 | 7.4% +NT$3.2b | -46.3% | PE28x | |
| 1795 Lotus Pharmaceutical | NT$198.50 | 1.8% +NT$919.8m | -16.2% | PE13.5x | |
| 4105 TTY Biopharm | NT$75.50 | 2.9% +NT$522.2m | -1.9% | PE11.7x | |
| 4123 Center Laboratories | NT$38.80 | 1.4% +NT$410.6m | 1.4% | PE2.7x | |
| 3705 YungShin Global Holding | NT$57.30 | 2.7% +NT$399.5m | -7.0% | PE19.3x |