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Taiwanese (TAIEX) Industrials Sector Analysis

UpdatedSep 13, 2026
DataAggregated Company Financials
Companies391
  • 7D-3.1%
  • 3M-2.9%
  • 1Y16.4%
  • YTD12.4%

Over the last 7 days, the Industrials industry has dropped 3.1%, driven by a pullback from BizLink Holding of 13%. On the other hand Kinik is actually up 14%. In the past year, the industry has gained 16%. As for the next few years, earnings are expected to grow by 18% per annum.

Sector Valuation and Performance

Has the Taiwanese Industrials Sector valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 13 Sep 2026NT$7.7tNT$4.2tNT$425.9b17.7x18x1.8x
Tue, 11 Aug 2026NT$7.7tNT$4.0tNT$365.3b20.6x21x1.9x
Thu, 09 Jul 2026NT$7.8tNT$4.0tNT$351.7b21.8x22.1x1.9x
Sat, 06 Jun 2026NT$8.0tNT$4.0tNT$350.1b21.7x22.8x2x
Mon, 04 May 2026NT$7.5tNT$3.9tNT$346.3b23x21.8x1.9x
Wed, 01 Apr 2026NT$6.6tNT$3.9tNT$345.4b21.3x19.1x1.7x
Fri, 27 Feb 2026NT$7.2tNT$3.9tNT$385.9b22.8x18.7x1.8x
Sun, 25 Jan 2026NT$7.0tNT$3.9tNT$385.7b22.9x18.2x1.8x
Tue, 23 Dec 2025NT$6.5tNT$3.9tNT$385.4b21.8x16.9x1.7x
Thu, 20 Nov 2025NT$6.1tNT$3.9tNT$385.1b20.2x15.9x1.6x
Sat, 18 Oct 2025NT$6.3tNT$4.0tNT$452.2b22x13.9x1.6x
Mon, 15 Sep 2025NT$6.3tNT$4.0tNT$451.9b21.7x14x1.6x
Wed, 13 Aug 2025NT$6.1tNT$4.0tNT$511.0b19.3x12x1.5x
Fri, 11 Jul 2025NT$5.8tNT$4.0tNT$515.6b17x11.2x1.4x
Sun, 08 Jun 2025NT$6.0tNT$4.0tNT$515.3b17.5x11.6x1.5x
Tue, 06 May 2025NT$5.6tNT$3.9tNT$505.3b16.7x11.1x1.4x
Thu, 03 Apr 2025NT$5.8tNT$3.9tNT$490.5b18x11.9x1.5x
Sat, 01 Mar 2025NT$6.2tNT$3.8tNT$426.1b19.9x14.6x1.6x
Mon, 27 Jan 2025NT$6.0tNT$3.8tNT$428.1b18.6x14.1x1.6x
Wed, 25 Dec 2024NT$6.1tNT$3.8tNT$427.1b19.4x14.2x1.6x
Fri, 22 Nov 2024NT$6.1tNT$3.8tNT$425.6b19.3x14.4x1.6x
Sun, 20 Oct 2024NT$5.9tNT$3.6tNT$338.2b19.5x17.4x1.6x
Tue, 17 Sep 2024NT$5.7tNT$3.6tNT$338.0b19.2x16.9x1.6x
Thu, 15 Aug 2024NT$5.7tNT$3.6tNT$319.9b19.5x17.7x1.6x
Sat, 13 Jul 2024NT$6.0tNT$3.5tNT$271.6b21.1x22.2x1.7x
Mon, 10 Jun 2024NT$6.0tNT$3.5tNT$269.7b20.7x22.3x1.7x
Wed, 08 May 2024NT$5.6tNT$3.4tNT$233.4b21.7x24.1x1.7x
Fri, 05 Apr 2024NT$5.4tNT$3.4tNT$234.3b20.8x23.1x1.6x
Sun, 03 Mar 2024NT$5.1tNT$3.4tNT$263.1b19.3x19.5x1.5x
Tue, 30 Jan 2024NT$4.7tNT$3.4tNT$262.1b18.1x18x1.4x
Thu, 28 Dec 2023NT$4.8tNT$3.4tNT$262.0b18.1x18.2x1.4x
Sat, 25 Nov 2023NT$4.5tNT$3.4tNT$260.7b17.6x17.3x1.3x
Mon, 23 Oct 2023NT$4.2tNT$3.6tNT$415.9b16.4x10.2x1.2x
Wed, 20 Sep 2023NT$4.4tNT$3.6tNT$415.9b16.8x10.7x1.2x
Price to Earnings Ratio

10.7x


Total Market Cap: NT$4.4tTotal Earnings: NT$415.9bTotal Revenue: NT$3.6tTotal Market Cap vs Earnings and Revenue0%0%0%
Taiwanese Industrials Sector Price to Earnings3Y Average 17x202420252026
Current Industry PE
  • Investors are relatively neutral on the Taiwanese Industrials industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PE ratio of 17.0x.
  • The 3-year average PS ratio of 1.6x is lower than the industry's current PS ratio of 1.8x.
Past Earnings Growth
  • The earnings for companies in the Industrials industry have remained mostly flat over the last three years.
  • Meanwhile revenues for these companies have grown 5.4% per year.
  • This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased and as a result, profits have held steady.

Industry Trends

Which industries have driven the changes within the Taiwanese Industrials sector?

TW Market-0.83%
Industrials-3.14%
Marine and Shipping-0.061%
Infrastructure-0.33%
Airlines-0.73%
Logistics-1.49%
Aerospace & Defense-1.60%
Professional Services-1.66%
Industrials-1.72%
Transportation-1.91%
Commercial Services-2.29%
Construction-2.35%
Building-2.74%
Machinery-4.05%
Trade Distributors-4.51%
Electrical-5.74%
Industry PE
  • Investors are most optimistic about the Building industry even though it's trading below its 3-year average PE ratio of 274x.
    • Analysts are expecting annual earnings growth of 79.9%, which is higher than its past year's earnings growth of 11.5% per year.
  • Investors are most pessimistic about the Marine and Shipping industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 8.3x.
Forecasted Growth
  • Analysts are most optimistic on the Building industry, expecting annual earnings growth of 80% over the next 5 years.
  • This is better than its past earnings growth rate of 12% per year.
  • In contrast, the Marine and Shipping industry is expected to see its earnings decline by 14% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
1560 KinikNT$790.0013.7%
+NT$14.3b		142.3%PE67.2x
2609 Yang Ming Marine TransportNT$59.402.1%
+NT$4.2b		5.1%PE13.4x
2603 Evergreen Marine Corporation (Taiwan)NT$234.500.6%
+NT$3.2b		26.4%PE9.3x
8996 Kaori Heat TreatmentNT$1.33k2.3%
+NT$2.8b		290.6%PE89.6x
7942 Toyo AutomationNT$545.0018.1%
+NT$2.7b		n/aPE62.4x

Latest News

7750
NT$1,995.00
Syntec Technology
7D
-17.4%
1Y
119.7%
6179
NT$35.75
ATE Energy International
7D
20.8%
1Y
7.5%
3665
NT$1,875.00
BizLink Holding
7D
-12.6%
1Y
70.5%
7942
NT$545.00
Toyo Automation
7D
18.1%
1Y
n/a
9933
NT$41.70
CTCI
7D
5.2%
1Y
27.6%
6781
NT$1,005.00
Advanced Energy Solution Holding
7D
-9.9%
1Y
-23.3%
1590
NT$1,285.00
Airtac International Group
7D
-7.9%
1Y
64.5%
Narrative Update • Aug 26

1590: Higher 2026 Margin Outlook Will Support A More Constructive View

Airtac International Group's analyst price target has shifted from around NT$1,708 to about NT$1,785, with analysts pointing to slightly lower assumed discount rates and modestly higher profit margin expectations, partly offset by a more cautious view on future revenue growth and P/E levels. What's in the News Airtac International Group issued updated guidance for 2026, indicating revenue growth is expected to be over 20% in renminbi terms, based on recent company communications.
2603
NT$234.50
Evergreen Marine Corporation (Taiwan)
7D
0.6%
1Y
26.4%
6409
NT$861.00
Voltronic Power Technology
7D
-10.8%
1Y
-11.7%
2615
NT$112.00
Wan Hai Lines
7D
-2.6%
1Y
40.0%
2609
NT$59.40
Yang Ming Marine Transport
7D
2.1%
1Y
5.1%
8996
NT$1,330.00
Kaori Heat Treatment
7D
2.3%
1Y
290.6%
4573
NT$625.00
Gmt Global
7D
4.0%
1Y
603.8%
1519
NT$712.00
Fortune Electric
7D
-4.6%
1Y
28.8%
1560
NT$790.00
Kinik
7D
13.7%
1Y
142.3%
2404
NT$1,005.00
United Integrated Services
7D
-6.1%
1Y
-5.6%