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Taiwanese (TAIEX) Materials Sector Analysis

UpdatedSep 17, 2026
DataAggregated Company Financials
Companies174
  • 7D-4.8%
  • 3M12.8%
  • 1Y70.0%
  • YTD60.8%

Over the last 7 days, the Materials industry has dropped 4.8%, driven by a pullback from Nan Ya Plastics of 5.3%. On the other hand Formosan Union Chemical is actually up 9.7%. Over the past 12 months, the industry was up 69%. As for the next few years, earnings are expected to grow by 47% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 17 Sep 2026NT$5.2tNT$3.0tNT$145.3b17.5x35.7x1.7x
Sat, 15 Aug 2026NT$5.1tNT$3.0tNT$105.3b18.6x48.1x1.7x
Mon, 13 Jul 2026NT$5.0tNT$2.9tNT$47.2b26.8x105x1.7x
Wed, 10 Jun 2026NT$4.1tNT$2.9tNT$46.5b26.1x89.1x1.4x
Fri, 08 May 2026NT$4.1tNT$2.9tNT$23.1b24.1x176.3x1.4x
Sun, 05 Apr 2026NT$3.7tNT$2.9tNT$21.4b21.9x173x1.3x
Tue, 03 Mar 2026NT$3.9tNT$3.0tNT$29.1b21.5x134.3x1.3x
Thu, 29 Jan 2026NT$3.7tNT$3.0tNT$29.6b20.7x125.9x1.2x
Sat, 27 Dec 2025NT$3.2tNT$3.0tNT$29.6b19.6x108.8x1.1x
Mon, 24 Nov 2025NT$3.1tNT$3.0tNT$28.6b19x107.7x1x
Wed, 22 Oct 2025NT$3.1tNT$3.1tNT$32.9b22.6x94.1x1x
Fri, 19 Sep 2025NT$3.0tNT$3.1tNT$32.9b21.6x92.7x1x
Sun, 17 Aug 2025NT$3.2tNT$3.1tNT$33.9b21.2x92.9x1x
Tue, 15 Jul 2025NT$2.8tNT$3.2tNT$82.3b18.3x34.5x0.9x
Thu, 12 Jun 2025NT$3.0tNT$3.2tNT$82.2b18.7x36.5x0.9x
Sat, 10 May 2025NT$3.1tNT$3.2tNT$91.4b18.6x33.7x1x
Mon, 07 Apr 2025NT$3.2tNT$3.2tNT$91.9b19.2x35.3x1x
Wed, 05 Mar 2025NT$3.3tNT$3.1tNT$85.3b20.2x39.2x1.1x
Fri, 31 Jan 2025NT$3.1tNT$3.1tNT$85.6b19.9x36.6x1x
Sun, 29 Dec 2024NT$3.1tNT$3.1tNT$85.7b19.7x36.2x1x
Tue, 26 Nov 2024NT$3.5tNT$3.1tNT$85.8b21.3x40.3x1.1x
Thu, 24 Oct 2024NT$3.5tNT$3.1tNT$113.3b20.9x31.2x1.1x
Sat, 21 Sep 2024NT$3.6tNT$3.1tNT$113.2b21.9x31.8x1.2x
Mon, 19 Aug 2024NT$3.6tNT$3.1tNT$112.9b21x32x1.2x
Wed, 17 Jul 2024NT$3.8tNT$3.0tNT$108.9b22.5x34.9x1.3x
Fri, 14 Jun 2024NT$3.8tNT$3.0tNT$108.5b21x35.3x1.3x
Sun, 12 May 2024NT$4.0tNT$3.0tNT$101.8b22.8x39x1.3x
Tue, 09 Apr 2024NT$3.9tNT$3.0tNT$101.0b22.1x39x1.3x
Thu, 07 Mar 2024NT$3.9tNT$3.1tNT$84.0b21.5x46.4x1.3x
Sat, 03 Feb 2024NT$3.9tNT$3.1tNT$76.0b20.1x51.1x1.3x
Mon, 01 Jan 2024NT$4.1tNT$3.1tNT$76.0b20.1x53.3x1.3x
Wed, 29 Nov 2023NT$4.0tNT$3.1tNT$76.5b20.6x52.9x1.3x
Fri, 27 Oct 2023NT$3.8tNT$3.1tNT$72.3b18.6x52.1x1.2x
Sun, 24 Sep 2023NT$3.9tNT$3.1tNT$70.5b19.5x55.6x1.3x
Price to Earnings Ratio

55.6x


Total Market Cap: NT$3.9tTotal Earnings: NT$70.5bTotal Revenue: NT$3.1tTotal Market Cap vs Earnings and Revenue0%0%0%
Taiwanese Materials Sector Price to Earnings3Y Average 65.2x202420252026
Current Industry PE
  • Investors are pessimistic on the Taiwanese Materials 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 35.4x which is lower than its 3-year average PE of 65.2x.
  • The 3-year average PS ratio of 1.2x is lower than the industry's current PS ratio of 1.7x.
Past Earnings Growth
  • The earnings for companies in the Materials industry have grown 27% per year over the last three years, while revenues have remained mostly flat.
  • This means that companies overall are more efficiently conducting business since profits are increasing while sales have been flat.

Industry Trends

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

TW Market-2.79%
Materials-4.82%
Paper and Forestry Products-1.82%
Packaging-2.04%
Basic Materials-2.31%
Metals and Mining-4.20%
Chemicals-5.40%
Industry PE
  • Investors are most optimistic about the Metals and Mining industry even though it's trading below its 3-year average PE ratio of 83.6x.
    • Analysts are expecting annual earnings growth of 74.7%, which is higher than its past year's earnings growth of 21.5% per year.
  • Investors are most pessimistic about the Packaging industry, which is trading below its 3-year average of 20.2x.
Forecasted Growth
  • Analysts are most optimistic on the Basic Materials industry, expecting annual earnings growth of 83% over the next 5 years.
  • This is better than its past earnings growth rate of 9.9% per year.
  • In contrast, the Chemicals industry is expected to see its earnings grow by 38% 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
1709 Formosan Union ChemicalNT$42.9521.7%
+NT$3.6b		164.3%PE21.4x
1314 China Petrochemical DevelopmentNT$8.9610.2%
+NT$3.1b		23.1%PS2.1x
2103 TSRCNT$28.259.3%
+NT$2.0b		69.7%PE11.4x
1727 Chung Hwa Chemical Industrial WorksNT$105.0016.2%
+NT$1.9b		206.1%PE152.4x
2006 Tung Ho Steel EnterpriseNT$82.802.0%
+NT$1.2b		39.6%PE11x

Latest News

1709
NT$42.95
Formosan Union Chemical
7D
21.7%
1Y
164.3%
7610
NT$1,765.00
Lianyou Metals
7D
-13.3%
1Y
1,976.6%
1101
NT$24.45
TCC Group Holdings
7D
-1.4%
1Y
10.1%
Narrative Update • Sep 03

1101: Lower Future P/E And Special Meeting Will Shape Balanced Outlook

Analysts have trimmed their target price for TCC Group Holdings from NT$27.25 to about NT$24.33, reflecting updated views on fair value, discount rate, revenue growth, profit margin and future P/E assumptions. What's in the News TCC Group Holdings has scheduled a Special or Extraordinary Shareholders Meeting for 13 Oct 2026 at 09:00 Taipei Standard Time.
1303
NT$235.50
Nan Ya Plastics
7D
-3.5%
1Y
538.2%
1301
NT$64.70
Formosa Plastics
7D
-1.4%
1Y
73.2%
1326
NT$68.50
Formosa Chemicals & Fibre
7D
-3.9%
1Y
139.9%
1710
NT$16.70
Oriental Union Chemical
7D
4.7%
1Y
38.0%
1314
NT$8.96
China Petrochemical Development
7D
10.2%
1Y
23.1%
1907
NT$29.45
YFY
7D
1.0%
1Y
15.9%
1313
NT$12.30
UPC Technology
7D
3.8%
1Y
23.6%
1785
NT$94.70
Solar Applied Materials Technology
7D
-6.7%
1Y
58.9%
1727
NT$105.00
Chung Hwa Chemical Industrial Works
7D
16.2%
1Y
206.1%
2103
NT$28.25
TSRC
7D
9.3%
1Y
69.7%
2002
NT$18.70
China Steel
7D
-2.1%
1Y
-3.4%
2006
NT$82.80
Tung Ho Steel Enterprise
7D
2.0%
1Y
39.6%
3595
NT$1,350.00
Alliance Material
7D
-14.3%
1Y
280.3%