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Taiwanese (TAIEX) Industrials Sector Analysis

UpdatedApr 12, 2026
DataAggregated Company Financials
Companies385
  • 7D5.3%
  • 3M4.1%
  • 1Y30.1%
  • YTD5.1%

In the last week, the Industrials industry is up 5.3%, with BizLink Holding up 15%. During this same period, the Ye Siang Enterprise underperformed, falling 7.4%. This means that the industry has gained 30% over the past year. As for the next few years, earnings are expected to grow by 14% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 12 Apr 2026NT$7.1tNT$3.9tNT$345.7b22.1x20.4x1.8x
Tue, 10 Mar 2026NT$6.7tNT$3.9tNT$388.9b20.6x17.1x1.7x
Thu, 05 Feb 2026NT$6.9tNT$3.9tNT$386.0b22.2x18x1.8x
Sat, 03 Jan 2026NT$6.6tNT$3.9tNT$385.7b22.5x17.1x1.7x
Mon, 01 Dec 2025NT$6.3tNT$3.9tNT$385.2b20.8x16.5x1.6x
Wed, 29 Oct 2025NT$6.4tNT$4.0tNT$452.3b22.1x14.1x1.6x
Fri, 26 Sep 2025NT$6.2tNT$4.0tNT$452.2b21.5x13.7x1.5x
Sun, 24 Aug 2025NT$6.2tNT$4.0tNT$451.7b21x13.7x1.5x
Tue, 22 Jul 2025NT$5.9tNT$4.0tNT$515.6b17.3x11.4x1.5x
Thu, 19 Jun 2025NT$6.0tNT$4.0tNT$515.3b17.3x11.7x1.5x
Sat, 17 May 2025NT$6.1tNT$4.0tNT$517.0b17.5x11.8x1.5x
Mon, 14 Apr 2025NT$5.2tNT$3.9tNT$505.0b16x10.3x1.3x
Wed, 12 Mar 2025NT$6.1tNT$3.8tNT$426.4b19.5x14.3x1.6x
Fri, 07 Feb 2025NT$6.0tNT$3.8tNT$428.2b18.6x14.1x1.6x
Sun, 05 Jan 2025NT$6.1tNT$3.8tNT$427.6b19.4x14.3x1.6x
Tue, 03 Dec 2024NT$6.0tNT$3.8tNT$425.9b19.3x14.1x1.6x
Thu, 31 Oct 2024NT$5.9tNT$3.6tNT$338.1b19.1x17.4x1.6x
Sat, 28 Sep 2024NT$6.1tNT$3.6tNT$338.0b19.7x18.1x1.7x
Mon, 26 Aug 2024NT$5.8tNT$3.6tNT$336.6b19.6x17.2x1.6x
Wed, 24 Jul 2024NT$5.9tNT$3.5tNT$272.2b20.9x21.7x1.7x
Fri, 21 Jun 2024NT$6.1tNT$3.5tNT$269.8b20.8x22.7x1.8x
Sun, 19 May 2024NT$5.8tNT$3.5tNT$268.3b21x21.7x1.7x
Tue, 16 Apr 2024NT$5.6tNT$3.4tNT$234.2b21.4x23.9x1.6x
Thu, 14 Mar 2024NT$5.2tNT$3.4tNT$265.3b19.1x19.7x1.5x
Sat, 10 Feb 2024NT$4.8tNT$3.4tNT$262.2b18x18.1x1.4x
Mon, 08 Jan 2024NT$4.8tNT$3.4tNT$262.0b18.2x18.4x1.4x
Wed, 06 Dec 2023NT$4.6tNT$3.4tNT$261.4b18.1x17.7x1.4x
Fri, 03 Nov 2023NT$4.3tNT$3.6tNT$415.6b16.4x10.2x1.2x
Sun, 01 Oct 2023NT$4.4tNT$3.6tNT$416.0b16.7x10.7x1.2x
Tue, 29 Aug 2023NT$4.4tNT$3.6tNT$418.4b16.7x10.4x1.2x
Thu, 27 Jul 2023NT$4.5tNT$3.8tNT$601.1b16.2x7.5x1.2x
Sat, 24 Jun 2023NT$4.9tNT$3.8tNT$603.4b16.4x8.1x1.3x
Mon, 22 May 2023NT$4.5tNT$3.8tNT$655.6b14.1x6.9x1.2x
Wed, 19 Apr 2023NT$4.6tNT$4.0tNT$811.0b14.2x5.7x1.2x
Price to Earnings Ratio

5.7x


Total Market Cap: NT$4.6tTotal Earnings: NT$811.0bTotal Revenue: NT$4.0tTotal Market Cap vs Earnings and Revenue0%0%0%
Taiwanese Industrials Sector Price to Earnings3Y Average 15.1x202420252026
Current Industry PE
  • Investors are optimistic on the Taiwanese Industrials industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 20.4x which is higher than its 3-year average PE of 15.1x.
  • The 3-year average PS ratio of 1.5x is lower than the industry's current PS ratio of 1.8x.
Past Earnings Growth
  • The earnings for companies in the Industrials industry have declined 25% per year over the last three years.
  • Meanwhile revenues have remained mostly flat.
  • This means that although sales have remained flat, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.

Industry Trends

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

TW Market8.78%
Industrials5.31%
Machinery10.13%
Building9.28%
Commercial Services8.49%
Construction6.40%
Electrical5.49%
Professional Services4.21%
Trade Distributors4.09%
Aerospace & Defense1.74%
Logistics1.50%
Infrastructure0.92%
Industrials0%0
Marine and Shipping-0.18%
Airlines-0.25%
Transportation-3.71%
Industry PE
  • Investors are most optimistic about the Building industry even though it's trading below its 3-year average PE ratio of 312x.
    • Analysts are expecting annual earnings growth of 57.6%, which is higher than its past year's earnings decline of 20.4% per year.
  • Investors are most pessimistic about the Marine and Shipping industry, which is trading close to its 3-year average of 7.3x.
Forecasted Growth
  • Analysts are most optimistic on the Building industry, expecting annual earnings growth of 58% over the next 5 years.
  • This is better than its past earnings decline of 20% per year.
  • In contrast, the Trade Distributors industry is expected to see its earnings decline by 79% 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
3665 BizLink HoldingNT$2.20k14.9%
+NT$55.6b		389.4%PE47.6x
6139 L&K EngineeringNT$636.0022.1%
+NT$27.1b		219.6%PE20.9x
1590 Airtac International GroupNT$1.12k11.9%
+NT$23.8b		48.7%PE26.5x
2467 C Sun MfgNT$542.0038.3%
+NT$22.8b		342.4%PE99.4x
2404 United Integrated ServicesNT$926.0011.7%
+NT$18.3b		107.9%PE19.3x

Latest News

8996
NT$1,040.00
Kaori Heat Treatment
7D
20.1%
1Y
425.3%
2467
NT$542.00
C Sun Mfg
7D
38.3%
1Y
342.4%
6944
NT$940.00
Mega Union Technology
7D
20.5%
1Y
147.7%
2609
NT$51.30
Yang Ming Marine Transport
7D
-1.5%
1Y
-25.0%
4532
NT$24.45
Rechi Precision
7D
-6.1%
1Y
-1.2%
6139
NT$636.00
L&K Engineering
7D
22.1%
1Y
219.6%
2605
NT$39.60
Sincere Navigation
7D
-4.1%
1Y
85.0%
3665
NT$2,200.00
BizLink Holding
7D
14.9%
1Y
389.4%

3665: Higher Assumed Margins And P E Suggest Future Upside Potential

Analysts have revised their price target for BizLink Holding from NT$2,110 to NT$2,665, citing updated assumptions for revenue growth, profit margin and future P/E that they view as better aligned with the company’s current outlook. Valuation Changes Fair Value: NT$2,665 vs NT$2,110, indicating a higher estimated value per share based on updated assumptions.
1590
NT$1,115.00
Airtac International Group
7D
11.9%
1Y
48.7%

1590: Stable Assumptions Will Continue To Support An Undervalued Outlook

Analysts have slightly trimmed their price target on Airtac International Group to NT$1,236, reflecting updated assumptions around the discount rate and future P/E while keeping revenue growth and profit margin expectations broadly unchanged. Valuation Changes Fair Value: The NT$1,236 fair value estimate is unchanged, indicating the updated inputs leave the overall valuation level the same.
2615
NT$77.10
Wan Hai Lines
7D
-1.2%
1Y
4.3%
7909
NT$838.00
Ye Siang Enterprise
7D
-7.4%
1Y
n/a
2640
NT$166.00
Taiwan TaxiLtd
7D
-7.3%
1Y
29.7%
1504
NT$59.70
TECO Electric & Machinery
7D
-1.6%
1Y
20.0%
2404
NT$926.00
United Integrated Services
7D
11.7%
1Y
107.9%
1802
NT$57.70
Taiwan Glass Ind
7D
10.5%
1Y
321.2%
6409
NT$714.00
Voltronic Power Technology
7D
-3.4%
1Y
-48.1%