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Taiwanese (TAIEX) Infrastructure Industry Analysis

UpdatedNov 21, 2024
DataAggregated Company Financials
Companies5
  • 7D1.2%
  • 3M-1.0%
  • 1Y-1.7%
  • YTD-1.1%

In the last week, the Infrastructure industry is up 1.2%, with Taiwan High Speed Rail up 1.6%. The industry has been flat over the past 12 months despite the gain this week. Earnings are forecast to grow by 2.7% annually.

Industry Valuation and Performance

Has the Taiwanese Infrastructure Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 21 Nov 2024NT$230.1bNT$77.2bNT$10.5b24.9x21.9x3x
Sat, 19 Oct 2024NT$204.4bNT$74.0bNT$10.3b24x19.8x2.8x
Mon, 16 Sep 2024NT$205.6bNT$74.0bNT$10.3b23.9x19.9x2.8x
Wed, 14 Aug 2024NT$204.9bNT$72.8bNT$10.8b25.9x19x2.8x
Fri, 12 Jul 2024NT$213.1bNT$72.0bNT$10.8b28.5x19.7x3x
Sun, 09 Jun 2024NT$214.2bNT$72.0bNT$10.8b32.1x19.8x3x
Tue, 07 May 2024NT$212.9bNT$69.4bNT$10.7b26.7x19.9x3.1x
Thu, 04 Apr 2024NT$207.5bNT$69.4bNT$10.7b26.1x19.4x3x
Sat, 02 Mar 2024NT$208.8bNT$68.4bNT$10.9b32.2x19.2x3.1x
Mon, 29 Jan 2024NT$209.6bNT$66.9bNT$9.7b33.4x21.7x3.1x
Wed, 27 Dec 2023NT$210.6bNT$66.9bNT$9.7b34.7x21.8x3.1x
Fri, 24 Nov 2023NT$205.8bNT$66.9bNT$9.7b31.9x21.3x3.1x
Sun, 22 Oct 2023NT$204.4bNT$65.0bNT$9.9b37.9x20.6x3.1x
Tue, 19 Sep 2023NT$207.5bNT$65.7bNT$10.1b39.2x20.6x3.2x
Thu, 17 Aug 2023NT$198.1bNT$65.7bNT$10.1b37.7x19.6x3x
Sat, 15 Jul 2023NT$204.4bNT$60.1bNT$8.8b32.8x23.3x3.4x
Mon, 12 Jun 2023NT$220.9bNT$60.1bNT$8.8b35.2x25.2x3.7x
Wed, 10 May 2023NT$209.4bNT$58.0bNT$7.5b33.8x28x3.6x
Fri, 07 Apr 2023NT$205.3bNT$58.0bNT$7.5b33.2x27.5x3.5x
Sun, 05 Mar 2023NT$202.2bNT$58.0bNT$7.3b33.8x27.8x3.5x
Tue, 31 Jan 2023NT$198.2bNT$56.0bNT$6.6b33.5x29.9x3.5x
Thu, 29 Dec 2022NT$198.8bNT$56.0bNT$6.6b33.6x29.9x3.6x
Sat, 26 Nov 2022NT$196.0bNT$56.0bNT$6.6b32.9x29.5x3.5x
Mon, 24 Oct 2022NT$187.1bNT$47.6bNT$5.6b35.2x33.5x3.9x
Wed, 21 Sep 2022NT$205.3bNT$47.6bNT$5.6b39.3x36.8x4.3x
Fri, 19 Aug 2022NT$202.4bNT$47.6bNT$5.6b38.6x36.3x4.3x
Sun, 17 Jul 2022NT$201.7bNT$44.0bNT$4.6b39.4x43.7x4.6x
Tue, 14 Jun 2022NT$197.8bNT$44.0bNT$4.6b39.3x42.8x4.5x
Thu, 12 May 2022NT$197.7bNT$41.4bNT$4.1b45.1x48.2x4.8x
Sat, 09 Apr 2022NT$207.9bNT$42.3bNT$4.9b41x42.3x4.9x
Mon, 07 Mar 2022NT$212.2bNT$40.2bNT$4.7b46.6x45.3x5.3x
Wed, 02 Feb 2022NT$195.6bNT$42.0bNT$6.3b33.1x31.2x4.7x
Fri, 31 Dec 2021NT$203.7bNT$42.0bNT$6.3b34.5x32.5x4.8x
Sun, 28 Nov 2021NT$205.0bNT$42.0bNT$6.3b34x32.7x4.9x
Price to Earnings Ratio

32.7x


Total Market Cap: NT$205.0bTotal Earnings: NT$6.3bTotal Revenue: NT$42.0bTotal Market Cap vs Earnings and Revenue0%0%0%
Taiwanese Infrastructure Industry Price to Earnings3Y Average 27.9x202220232024
Current Industry PE
  • Investors are pessimistic on the Taiwanese Infrastructure 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 21.9x which is lower than its 3-year average PE of 27.9x.
  • The 3-year average PS ratio of 3.7x is higher than the industry's current PS ratio of 3.0x.
Past Earnings Growth
  • The earnings for companies in the Infrastructure industry have grown 19% per year over the last three years.
  • Revenues for these companies have grown 22% 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-0.79%
Industrials1.05%
Infrastructure1.17%
Highways and Railtracks1.58%
Marine Ports and Services0.18%
Airport Services0%
Industry PE
  • Investors are most optimistic about the Marine Ports and Services industry which is trading above its 3-year average PE ratio of 17.1x.
    • It looks like they are confident that earnings will grow faster in the future than they have historically.
  • Investors are most pessimistic about the Highways and Railtracks industry, which is trading below its 3-year average of 37.0x.
Forecasted Growth
  • Analysts are most optimistic on the Highways and Railtracks industry, expecting annual earnings growth of 2.7% over the next 5 years.
  • However this is lower than its past earnings growth rate of 20% per year.
  • In contrast, the Highways and Railtracks industry is expected to see its earnings grow by 2.7% 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
2607 Evergreen International Storage & TransportNT$31.603.8%
+NT$1.2b
7.3%PE14.1x
2633 Taiwan High Speed RailNT$28.600.7%
+NT$1.1b
-5.0%PE20.3x
7786 Dong Fang OffshoreNT$168.501.2%
+NT$313.1m
n/an/a
2613 China Container TerminalNT$35.405.0%
+NT$233.4m
73.5%PE29.2x
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Latest News

5601

NT$36.15

Taiwan Allied Container Terminal

7D

-2.3%

1Y

6.0%

2613

NT$35.40

China Container Terminal

7D

5.0%

1Y

73.5%

2607

NT$31.60

Evergreen International Storage & Transport

7D

3.8%

1Y

7.3%