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Taiwanese (TAIEX) Industrials Sector Analysis

UpdatedDec 03, 2022
DataAggregated Company Financials
Companies329
  • 7D2.9%
  • 3M-2.6%
  • 1Y-17.9%
  • YTD-21.4%

AirTAC International Group is up 7.4%, leading the way for the Industrials industry, which has gained 2.6%. However, the industry is down 18% over the past year. Looking forward, earnings are forecast to decline by 25% per year.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 03 Dec 2022NT$4.1tNT$4.1tNT$974.1b12.2x4.2x1x
Mon, 31 Oct 2022NT$3.6tNT$4.0tNT$956.6b12.1x3.8x0.9x
Wed, 28 Sep 2022NT$3.9tNT$4.0tNT$960.9b13.3x4x1x
Fri, 26 Aug 2022NT$4.4tNT$4.0tNT$959.2b13.9x4.5x1.1x
Sun, 24 Jul 2022NT$4.3tNT$3.8tNT$860.2b13.7x5.1x1.2x
Tue, 21 Jun 2022NT$4.5tNT$3.8tNT$860.2b13.5x5.2x1.2x
Thu, 19 May 2022NT$4.8tNT$3.8tNT$860.0b14.2x5.6x1.3x
Sat, 16 Apr 2022NT$5.0tNT$3.5tNT$711.5b15.7x7.1x1.4x
Mon, 14 Mar 2022NT$5.1tNT$3.2tNT$547.3b16.1x9.4x1.6x
Wed, 09 Feb 2022NT$4.8tNT$3.2tNT$536.4b15.8x9x1.5x
Fri, 07 Jan 2022NT$5.1tNT$3.2tNT$536.6b17.8x9.4x1.6x
Sun, 05 Dec 2021NT$4.8tNT$3.2tNT$536.5b15.6x9x1.5x
Tue, 02 Nov 2021NT$4.4tNT$2.9tNT$361.7b15.6x12.3x1.5x
Thu, 30 Sep 2021NT$4.7tNT$2.9tNT$358.8b15.7x13x1.6x
Sat, 28 Aug 2021NT$4.9tNT$2.9tNT$358.1b15.5x13.8x1.7x
Sun, 04 Jul 2021NT$5.8tNT$2.9tNT$358.1b16.7x16.2x2x
Wed, 07 Apr 2021NT$3.4tNT$2.6tNT$254.8b16.5x13.2x1.3x
Sat, 09 Jan 2021NT$3.0tNT$2.5tNT$152.5b16.7x19.7x1.2x
Fri, 02 Oct 2020NT$2.4tNT$2.4tNT$110.8b16.8x21.6x1x
Mon, 06 Jul 2020NT$2.3tNT$2.5tNT$97.8b16.5x23.6x0.9x
Thu, 09 Apr 2020NT$1.9tNT$2.6tNT$83.4b14x22.8x0.7x
Wed, 01 Jan 2020NT$2.4tNT$2.7tNT$107.2b16.1x22.4x0.9x
Price to Earnings Ratio

22.6x


Total Market Cap: NT$2.3tTotal Earnings: NT$102.9bTotal Revenue: NT$2.7tTotal Market Cap vs Earnings and Revenue0%0%0%
Taiwanese Industrials Sector Price to Earnings3Y Average 15.1x202020212022
Current Industry PE
  • Investors are pessimistic on the Taiwanese Industrials industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 4.2x which is lower than its 3-year average PE of 15.1x.
  • The 3-year average PS ratio of 1.2x is higher than the industry's current PS ratio of 0.99x.
Past Earnings Growth
  • The earnings for companies in the Industrials industry have grown 112% per year over the last three years.
  • Revenues for these companies have grown 15% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

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

TW Market1.55%
Industrials2.88%
Aerospace & Defense5.57%
Professional Services5.11%
Electrical5.11%
Airlines4.72%
Machinery4.59%
Transportation4.35%
Construction2.82%
Trade Distributors2.48%
Industrials2.38%
Commercial Services2.27%
Building1.24%
Infrastructure0.48%
Logistics0.47%
Marine and Shipping-0.41%
Industry PE
  • Investors are most optimistic about the Transportation industry which is trading above its 3-year average PE ratio of 23.6x.
    • It looks like they are confident that earnings will grow faster in the future than they have historically.
  • Investors are most pessimistic about the Marine and Shipping industry, which is trading below its 3-year average of 19.8x.
Forecasted Growth
  • Analysts are most optimistic on the Infrastructure industry, expecting annual earnings growth of 39% over the next 5 years.
  • However this is lower than its past earnings growth rate of 69% per year.
  • In contrast, the Marine and Shipping 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
1590 AirTAC International GroupNT$984.007.4%
+NT$13.6b
15.9%PE31.4x
1605 Walsin LihwaNT$48.908.1%
+NT$13.1b
86.3%PE7.5x
6409 Voltronic Power TechnologyNT$1.73k6.5%
+NT$9.2b
12.7%PE38.7x
2618 EVA AirwaysNT$27.605.9%
+NT$8.6b
9.7%PE10.9x
6781 Advanced Energy Solution HoldingNT$842.009.2%
+NT$6.1b
-42.9%PE23.1x
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Latest News

6781

NT$842.00

Advanced Energy Solution Holding

7D

9.2%

1Y

-42.9%

2618

NT$27.60

EVA Airways

7D

5.9%

1Y

9.7%

6409

NT$1,730.00

Voltronic Power Technology

7D

6.5%

1Y

12.7%

2610

NT$17.90

China Airlines

7D

3.2%

1Y

-30.6%

1402

NT$32.30

Far Eastern New Century

7D

2.4%

1Y

14.1%

6859

NT$120.00

Best Precision Industrial

7D

-10.1%

1Y

n/a

5607

NT$53.10

Farglory Free Trade Zone Investment Holding

7D

-4.7%

1Y

-7.5%

2609

NT$64.80

Yang Ming Marine Transport

7D

-0.2%

1Y

-46.4%

2615

NT$74.50

Wan Hai Lines

7D

-0.5%

1Y

-47.9%

2605

NT$19.75

Sincere Navigation

7D

-1.0%

1Y

-31.4%

2603

NT$158.50

Evergreen Marine Corporation (Taiwan)

7D

-1.2%

1Y

-52.5%

2457

NT$41.75

Phihong Technology

7D

-1.3%

1Y

15.3%

1590

NT$984.00

AirTAC International Group

7D

7.4%

1Y

15.9%

1513

NT$65.20

Chung-Hsin Electric and Machinery Manufacturing

7D

14.0%

1Y

45.1%

1605

NT$48.90

Walsin Lihwa

7D

8.1%

1Y

86.3%