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Taiwanese (TAIEX) Electrical Industry Analysis
UpdatedDec 30, 2024
DataAggregated Company Financials
Companies86
- 7D2.7%
- 3M-3.5%
- 1Y18.4%
- YTD17.6%
In the last week, the Electrical industry is up 2.7%, with Advanced Energy Solution Holding up 16%. This takes the industry's 12 month performance to a gain of 18%. Looking forward, earnings are forecast to grow by 29% annually.
Industry Valuation and Performance
Has the Taiwanese Electrical Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 30 Dec 2024 | NT$1.5t | NT$769.7b | NT$55.0b | 21.8x | 28x | 2x |
| Wed, 27 Nov 2024 | NT$1.6t | NT$766.3b | NT$55.0b | 23x | 28.6x | 2.1x |
| Fri, 25 Oct 2024 | NT$1.5t | NT$755.0b | NT$48.5b | 24.2x | 31.3x | 2x |
| Sun, 22 Sep 2024 | NT$1.6t | NT$755.0b | NT$48.5b | 23.9x | 32x | 2.1x |
| Tue, 20 Aug 2024 | NT$1.5t | NT$755.9b | NT$47.9b | 24.9x | 32.3x | 2x |
| Thu, 18 Jul 2024 | NT$1.7t | NT$747.9b | NT$44.3b | 31.5x | 39.5x | 2.3x |
| Sat, 15 Jun 2024 | NT$1.7t | NT$743.4b | NT$43.7b | 29.5x | 38.9x | 2.3x |
| Mon, 13 May 2024 | NT$1.6t | NT$742.2b | NT$43.7b | 24.9x | 36.8x | 2.2x |
| Wed, 10 Apr 2024 | NT$1.7t | NT$752.2b | NT$45.5b | 25.4x | 36.5x | 2.2x |
| Fri, 08 Mar 2024 | NT$1.4t | NT$753.7b | NT$45.2b | 20.8x | 31.4x | 1.9x |
| Sun, 04 Feb 2024 | NT$1.3t | NT$757.8b | NT$45.7b | 19.4x | 27.8x | 1.7x |
| Tue, 02 Jan 2024 | NT$1.3t | NT$757.8b | NT$45.7b | 19.1x | 27.9x | 1.7x |
| Thu, 30 Nov 2023 | NT$1.2t | NT$758.6b | NT$45.8b | 18.6x | 26.9x | 1.6x |
| Sat, 28 Oct 2023 | NT$1.1t | NT$756.5b | NT$63.3b | 16.5x | 17.7x | 1.5x |
| Mon, 25 Sep 2023 | NT$1.2t | NT$756.5b | NT$63.3b | 17.1x | 19x | 1.6x |
| Wed, 23 Aug 2023 | NT$1.2t | NT$758.7b | NT$64.5b | 16.8x | 19.1x | 1.6x |
| Fri, 21 Jul 2023 | NT$1.3t | NT$763.7b | NT$68.4b | 16.3x | 18.6x | 1.7x |
| Sun, 18 Jun 2023 | NT$1.3t | NT$764.1b | NT$68.5b | 16.7x | 19x | 1.7x |
| Tue, 16 May 2023 | NT$1.1t | NT$756.7b | NT$67.4b | 14.7x | 16.6x | 1.5x |
| Thu, 13 Apr 2023 | NT$1.1t | NT$757.9b | NT$68.1b | 15.5x | 16.6x | 1.5x |
| Sat, 11 Mar 2023 | NT$1.1t | NT$750.0b | NT$71.3b | 13.8x | 14.9x | 1.4x |
| Mon, 06 Feb 2023 | NT$1.0t | NT$752.3b | NT$74.4b | 13x | 13.6x | 1.3x |
| Wed, 04 Jan 2023 | NT$931.4b | NT$752.3b | NT$74.4b | 12.3x | 12.5x | 1.2x |
| Fri, 02 Dec 2022 | NT$953.9b | NT$750.1b | NT$74.2b | 12.4x | 12.9x | 1.3x |
| Sun, 30 Oct 2022 | NT$819.2b | NT$733.5b | NT$57.8b | 14x | 14.2x | 1.1x |
| Tue, 27 Sep 2022 | NT$881.7b | NT$733.3b | NT$57.8b | 15.3x | 15.3x | 1.2x |
| Thu, 25 Aug 2022 | NT$978.2b | NT$725.0b | NT$56.8b | 16.5x | 17.2x | 1.3x |
| Sat, 23 Jul 2022 | NT$930.1b | NT$703.7b | NT$54.8b | 14.6x | 17x | 1.3x |
| Mon, 20 Jun 2022 | NT$924.0b | NT$703.9b | NT$54.8b | 15.4x | 16.9x | 1.3x |
| Wed, 18 May 2022 | NT$916.5b | NT$702.8b | NT$54.8b | 15.3x | 16.7x | 1.3x |
| Fri, 15 Apr 2022 | NT$949.8b | NT$669.5b | NT$53.0b | 16.4x | 17.9x | 1.4x |
| Sun, 13 Mar 2022 | NT$917.1b | NT$656.8b | NT$47.1b | 15.9x | 19.5x | 1.4x |
| Tue, 08 Feb 2022 | NT$922.8b | NT$638.4b | NT$43.9b | 15.8x | 21x | 1.4x |
| Thu, 06 Jan 2022 | NT$981.5b | NT$637.5b | NT$43.8b | 16.3x | 22.4x | 1.5x |
Price to Earnings Ratio
22.4x
Current Industry PE
- Investors are optimistic on the Taiwanese Electrical industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 28.0x which is higher than its 3-year average PE of 22.7x.
- The 3-year average PS ratio of 1.6x is lower than the industry's current PS ratio of 2.0x.
Past Earnings Growth
- The earnings for companies in the Electrical industry have grown 7.9% per year over the last three years.
- Revenues for these companies have grown 6.5% 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 industry?
| TW Market | 3.20% | |
| Industrials | 1.65% | |
| Electrical | 2.72% | |
| Electrical Components | 2.94% | |
| Heavy Electrical Equipment | 1.19% | |
Industry PE
- Investors are most optimistic about the Heavy Electrical Equipment industry, which is trading close to its 3-year average PE ratio of 29.6x.
- Analysts are expecting annual earnings growth of 28.3%, which is lower than the prior year's growth of 77.2% per year.
- Investors are most pessimistic about the Electrical Components industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 22.1x.
Forecasted Growth
- Analysts are most optimistic on the Electrical Components industry, expecting annual earnings growth of 29% over the next 5 years.
- This is better than its past earnings growth rate of 1.8% per year.
- In contrast, the Heavy Electrical Equipment industry is expected to see its earnings grow by 28% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 6781 Advanced Energy Solution Holding | NT$1.13k | 16.0% +NT$13.2b | 49.4% | PE50.3x | |
| 2371 Tatung | NT$48.25 | 7.8% +NT$7.8b | 14.9% | PE13.9x | |
| 1519 Fortune Electric | NT$558.00 | 3.5% +NT$5.5b | 87.7% | PE41.8x | |
| 4549 FineTek | NT$226.50 | 21.8% +NT$2.3b | 149.0% | PE51x | |
| 3617 Cyber Power Systems | NT$388.50 | 6.7% +NT$2.2b | 91.4% | PE18.8x |
