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Taiwanese (TAIEX) Infrastructure Industry Analysis

UpdatedFeb 21, 2025
DataAggregated Company Financials
Companies5
  • 7D-0.3%
  • 3M2.8%
  • 1Y-4.4%
  • YTD1.2%

The Infrastructure industry has been flat over the last week, but Dong Fang Offshore has lost 3.7%. Unfortunately though, the industry is down 3.9% over the past 12 months. As for the next few years, earnings are expected to grow by 2.7% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 21 Feb 2025NT$234.1bNT$83.3bNT$11.6b27.7x20.2x2.8x
Sun, 19 Jan 2025NT$225.7bNT$83.3bNT$11.6b25.9x19.5x2.7x
Tue, 17 Dec 2024NT$225.2bNT$29.2bNT$3.6b27.8x63.1x7.7x
Thu, 14 Nov 2024NT$200.0bNT$75.0bNT$10.5b25.4x19.1x2.7x
Sat, 12 Oct 2024NT$203.0bNT$74.0bNT$10.3b24.3x19.6x2.7x
Mon, 09 Sep 2024NT$203.7bNT$74.0bNT$10.3b23.6x19.7x2.8x
Wed, 07 Aug 2024NT$201.7bNT$72.0bNT$10.8b25.1x18.6x2.8x
Fri, 05 Jul 2024NT$214.5bNT$72.0bNT$10.8b29.6x19.8x3x
Sun, 02 Jun 2024NT$212.6bNT$72.0bNT$10.8b29.3x19.6x3x
Tue, 30 Apr 2024NT$211.4bNT$69.4bNT$10.7b27x19.8x3x
Thu, 28 Mar 2024NT$207.7bNT$69.4bNT$10.7b26.2x19.5x3x
Sat, 24 Feb 2024NT$206.3bNT$68.4bNT$10.9b31.9x19x3x
Mon, 22 Jan 2024NT$207.2bNT$66.9bNT$9.7b33.3x21.4x3.1x
Wed, 20 Dec 2023NT$212.3bNT$66.9bNT$9.7b34.2x21.9x3.2x
Fri, 17 Nov 2023NT$208.2bNT$67.4bNT$9.9b38.1x21.1x3.1x
Sun, 15 Oct 2023NT$208.6bNT$65.0bNT$9.9b38.3x21x3.2x
Tue, 12 Sep 2023NT$202.7bNT$65.7bNT$10.1b38x20.1x3.1x
Thu, 10 Aug 2023NT$204.1bNT$60.1bNT$8.8b32.5x23.3x3.4x
Sat, 08 Jul 2023NT$211.0bNT$60.1bNT$8.8b33.9x24.1x3.5x
Mon, 05 Jun 2023NT$221.0bNT$60.1bNT$8.8b35x25.2x3.7x
Wed, 03 May 2023NT$209.4bNT$58.0bNT$7.5b34x28x3.6x
Fri, 31 Mar 2023NT$205.1bNT$58.0bNT$7.5b33x27.5x3.5x
Sun, 26 Feb 2023NT$201.4bNT$58.0bNT$7.4b29.3x27.4x3.5x
Tue, 24 Jan 2023NT$197.5bNT$56.0bNT$6.6b33.4x29.8x3.5x
Thu, 22 Dec 2022NT$197.6bNT$56.0bNT$6.6b33.5x29.8x3.5x
Sat, 19 Nov 2022NT$191.7bNT$56.0bNT$6.7b31.3x28.7x3.4x
Mon, 17 Oct 2022NT$191.3bNT$47.6bNT$5.6b36x34.3x4x
Wed, 14 Sep 2022NT$201.1bNT$47.6bNT$5.6b38.7x36x4.2x
Fri, 12 Aug 2022NT$201.1bNT$44.6bNT$4.4b41.9x45.6x4.5x
Sun, 10 Jul 2022NT$198.6bNT$44.0bNT$4.6b38.9x43x4.5x
Tue, 07 Jun 2022NT$204.4bNT$44.0bNT$4.6b40.7x44.2x4.6x
Thu, 05 May 2022NT$205.8bNT$42.3bNT$4.9b40.6x41.9x4.9x
Sat, 02 Apr 2022NT$209.1bNT$42.3bNT$4.9b41.2x42.5x4.9x
Mon, 28 Feb 2022NT$213.4bNT$40.2bNT$4.6b47x46.3x5.3x
Price to Earnings Ratio

46.3x


Total Market Cap: NT$213.4bTotal Earnings: NT$4.6bTotal Revenue: NT$40.2bTotal Market Cap vs Earnings and Revenue0%0%0%
Taiwanese Infrastructure Industry Price to Earnings3Y Average 27.1x202320242025
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 20.1x which is lower than its 3-year average PE of 27.1x.
  • The 3-year average PS ratio of 3.5x is higher than the industry's current PS ratio of 2.8x.
Past Earnings Growth
  • The earnings for companies in the Infrastructure industry have grown 36% per year over the last three years.
  • Revenues for these companies have grown 28% 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 Market0.56%
Industrials2.58%
Infrastructure-0.25%
Highways and Railtracks0.36%
Airport Services0%0
Marine Ports and Services-1.50%
Industry PE
  • Investors are most optimistic about the Marine Ports and Services industry which is trading above its 3-year average PE ratio of 15.8x.
    • 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 36.0x.
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$30.400.7%
+NT$213.4m
-8.2%PE13.6x
5601 Taiwan Allied Container TerminalNT$36.201.7%
+NT$38.9m
-0.8%PE91.4x
2613 China Container TerminalNT$33.550.8%
+NT$34.3m
47.1%PE27.6x
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