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Taiwanese (TAIEX) Materials Sector Analysis

UpdatedJan 20, 2026
DataAggregated Company Financials
Companies175
  • 7D5.9%
  • 3M15.9%
  • 1Y14.7%
  • YTD11.3%

In the last week, the Materials industry is up 5.9%, with Nan Ya Plastics up 23%. Meanwhile, Taiwan Speciality Chemicals actually underperformed within the industry, shrinking 8.0% in the last week. This takes the industry's 12 month performance to a gain of 15%. Earnings are forecast to grow by 73% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 20 Jan 2026NT$3.6tNT$3.0tNT$29.6b21.3x121.8x1.2x
Thu, 18 Dec 2025NT$3.2tNT$3.0tNT$29.6b19x107.6x1.1x
Sat, 15 Nov 2025NT$3.2tNT$3.0tNT$27.5b20.4x117.1x1.1x
Mon, 13 Oct 2025NT$3.1tNT$3.1tNT$32.9b22.1x95.6x1x
Wed, 10 Sep 2025NT$3.1tNT$3.1tNT$32.9b21.3x94.4x1x
Fri, 08 Aug 2025NT$3.0tNT$3.2tNT$73.4b18.9x41.2x1x
Sun, 06 Jul 2025NT$2.9tNT$3.2tNT$82.3b18.6x35.5x0.9x
Tue, 03 Jun 2025NT$2.9tNT$3.2tNT$82.2b18.7x35.5x0.9x
Thu, 01 May 2025NT$3.0tNT$3.2tNT$92.3b17.9x32.3x0.9x
Sat, 29 Mar 2025NT$3.2tNT$3.2tNT$91.7b19.2x35.4x1x
Mon, 24 Feb 2025NT$3.3tNT$3.1tNT$85.7b20.5x39x1.1x
Wed, 22 Jan 2025NT$3.1tNT$3.1tNT$85.7b19.1x36.4x1x
Fri, 20 Dec 2024NT$3.2tNT$3.1tNT$85.7b19.3x36.8x1x
Sun, 17 Nov 2024NT$3.4tNT$3.1tNT$85.8b18.9x39.9x1.1x
Tue, 15 Oct 2024NT$3.6tNT$3.1tNT$113.3b20.8x31.5x1.2x
Thu, 12 Sep 2024NT$3.4tNT$3.1tNT$113.2b21.4x30x1.1x
Sat, 10 Aug 2024NT$3.6tNT$3.1tNT$111.6b20.6x32.4x1.2x
Mon, 08 Jul 2024NT$3.9tNT$3.0tNT$108.8b22.1x35.4x1.3x
Wed, 05 Jun 2024NT$3.8tNT$3.0tNT$109.2b20.9x35.1x1.3x
Fri, 03 May 2024NT$4.0tNT$3.0tNT$100.3b23.5x39.9x1.3x
Sun, 31 Mar 2024NT$3.9tNT$3.0tNT$101.3b21.9x38.1x1.3x
Tue, 27 Feb 2024NT$3.9tNT$3.1tNT$76.1b21x51.6x1.3x
Thu, 25 Jan 2024NT$3.9tNT$3.1tNT$76.0b20.5x50.7x1.3x
Sat, 23 Dec 2023NT$4.0tNT$3.1tNT$76.0b20.1x52.9x1.3x
Mon, 20 Nov 2023NT$4.0tNT$3.1tNT$76.9b20.4x51.6x1.3x
Wed, 18 Oct 2023NT$3.9tNT$3.1tNT$72.3b18.6x53.9x1.2x
Fri, 15 Sep 2023NT$4.0tNT$3.1tNT$70.5b19.3x56.8x1.3x
Sun, 13 Aug 2023NT$4.0tNT$3.2tNT$80.6b19x49.8x1.3x
Tue, 11 Jul 2023NT$4.0tNT$3.3tNT$131.8b19.7x30.6x1.2x
Thu, 08 Jun 2023NT$4.3tNT$3.4tNT$138.1b19x31x1.3x
Sat, 06 May 2023NT$4.2tNT$3.5tNT$203.3b16.8x20.8x1.2x
Mon, 03 Apr 2023NT$4.2tNT$3.5tNT$205.0b16.4x20.3x1.2x
Wed, 01 Mar 2023NT$4.2tNT$3.6tNT$279.6b14.5x15x1.2x
Fri, 27 Jan 2023NT$4.1tNT$3.7tNT$310.0b12.8x13.1x1.1x
Price to Earnings Ratio

13.1x


Total Market Cap: NT$4.1tTotal Earnings: NT$310.0bTotal Revenue: NT$3.7tTotal Market Cap vs Earnings and Revenue0%0%0%
Taiwanese Materials Sector Price to Earnings3Y Average 46.2x202420252026
Current Industry PE
  • Investors are optimistic on the Taiwanese Materials industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 122x which is higher than its 3-year average PE of 46.2x.
  • The industry is trading close to its 3-year average PS ratio of 1.1x.
Past Earnings Growth
  • The earnings for companies in the Materials industry have declined 54% per year over the last three years,
  • Revenues have also declined 6.4% per year.
  • This means overall sales from these companies are declining and profits are subsequently falling as well.

Industry Trends

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

TW Market3.47%
Materials5.88%
Chemicals9.29%
Paper and Forestry Products1.97%
Basic Materials1.55%
Metals and Mining1.31%
Packaging1.02%
Industry PE
  • Investors are most optimistic about the Chemicals industry which is trading above its 3-year average PE ratio of 95.9x.
    • Analysts are expecting annual earnings growth of 77.9%, which is higher than its past year's earnings decline of 1.6% per year.
  • Investors are most pessimistic about the Packaging industry, which is trading close to its 3-year average of 19.6x.
Forecasted Growth
  • Analysts are most optimistic on the Chemicals industry, expecting annual earnings growth of 78% over the next 5 years.
  • This is better than its past earnings decline of 1.6% per year.
  • In contrast, the Packaging industry is expected to see its earnings grow by 9.3% 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
1303 Nan Ya PlasticsNT$76.4022.8%
+NT$112.6b		138.4%PS2.3x
1326 Formosa Chemicals & FibreNT$34.009.7%
+NT$17.5b		22.3%PS0.7x
1301 Formosa PlasticsNT$42.405.5%
+NT$14.0b		17.8%PS1.5x
1717 Eternal MaterialsNT$69.9017.5%
+NT$12.3b		148.3%PE46.7x
1101 TCC Group HoldingsNT$25.853.6%
+NT$6.7b		-18.7%PS1.2x

Latest News

4772
NT$354.50
Taiwan Speciality Chemicals
7D
-3.9%
1Y
36.3%
7768
NT$257.00
Praise Victor Industrial
7D
21.8%
1Y
n/a
3645
NT$67.20
Taimide Tech
7D
28.2%
1Y
-0.1%
1326
NT$34.00
Formosa Chemicals & Fibre
7D
9.7%
1Y
22.3%
1101
NT$25.85
TCC Group Holdings
7D
3.6%
1Y
-18.7%

1101: Fire Containment And Maintenance Timeline Will Support Future Operations Confidence

Analysts have adjusted their price target for TCC Group Holdings to approximately $30.37 from $32.00, citing updates to assumptions on discount rates, revenue growth, profit margins, and future P/E multiples. What's in the News TCC Group Holdings reported a fire on the conveyor belt at its Suao cement plant on November 21, 2025, during a period of annual maintenance and kiln shutdown (Key Developments).
1303
NT$76.40
Nan Ya Plastics
7D
22.8%
1Y
138.4%
1773
NT$157.50
Shiny Chemical Industrial
7D
-1.9%
1Y
21.9%
1717
NT$69.90
Eternal Materials
7D
17.5%
1Y
148.3%
2027
NT$36.15
Ta Chen Stainless Pipe
7D
-1.5%
1Y
6.6%
1301
NT$42.40
Formosa Plastics
7D
5.5%
1Y
17.8%
2002
NT$19.15
China Steel
7D
-1.5%
1Y
-4.7%
5234
NT$354.00
Daxin Materials
7D
-4.1%
1Y
57.0%
1102
NT$36.05
Asia Cement
7D
-4.1%
1Y
-12.3%
2504
NT$36.90
Goldsun Building Materials
7D
-1.9%
1Y
-16.7%
3595
NT$449.00
Alliance Material
7D
13.7%
1Y
1,230.4%