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Taiwanese (TAIEX) Materials Sector Analysis

UpdatedSep 10, 2026
DataAggregated Company Financials
Companies174
  • 7D-0.3%
  • 3M34.6%
  • 1Y75.5%
  • YTD69.5%

Over the last 7 days, the Materials industry has dropped 1.4%, driven by a pullback from Eternal Materials of 11%. On the other hand Lianyou Metals is actually up 34%. Over the past 12 months, the industry was up 74%. Looking forward, earnings are forecast to grow by 48% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 10 Sep 2026NT$5.5tNT$3.0tNT$145.3b17.9x37.7x1.8x
Sat, 08 Aug 2026NT$4.9tNT$2.9tNT$52.9b22.5x92.1x1.7x
Mon, 06 Jul 2026NT$5.3tNT$2.9tNT$47.3b29x111.8x1.8x
Wed, 03 Jun 2026NT$4.3tNT$2.9tNT$46.5b26.2x92.9x1.5x
Fri, 01 May 2026NT$4.0tNT$2.9tNT$22.9b23.2x176x1.4x
Sun, 29 Mar 2026NT$3.7tNT$2.9tNT$21.2b22.1x174.9x1.3x
Tue, 24 Feb 2026NT$3.7tNT$3.0tNT$29.7b21.6x125.3x1.2x
Thu, 22 Jan 2026NT$3.5tNT$3.0tNT$29.6b20.8x118.3x1.2x
Sat, 20 Dec 2025NT$3.2tNT$3.0tNT$29.6b19.5x109.1x1.1x
Mon, 17 Nov 2025NT$3.2tNT$3.0tNT$26.3b19.9x122.3x1.1x
Wed, 15 Oct 2025NT$3.1tNT$3.1tNT$32.9b21.9x93.4x1x
Fri, 12 Sep 2025NT$3.1tNT$3.1tNT$32.9b20.6x92.8x1x
Sun, 10 Aug 2025NT$3.0tNT$3.1tNT$68.2b19.4x44.4x1x
Tue, 08 Jul 2025NT$2.9tNT$3.2tNT$82.3b18.6x35.2x0.9x
Thu, 05 Jun 2025NT$2.9tNT$3.2tNT$82.2b19x35.8x0.9x
Sat, 03 May 2025NT$3.0tNT$3.2tNT$92.2b18.2x32.9x1x
Mon, 31 Mar 2025NT$3.2tNT$3.2tNT$91.7b19.2x35.4x1x
Wed, 26 Feb 2025NT$3.4tNT$3.1tNT$85.7b20.4x39.7x1.1x
Fri, 24 Jan 2025NT$3.1tNT$3.1tNT$85.6b19.9x36.6x1x
Sun, 22 Dec 2024NT$3.1tNT$3.1tNT$85.7b19.4x36.1x1x
Tue, 19 Nov 2024NT$3.5tNT$3.1tNT$86.0b20.2x40.2x1.1x
Thu, 17 Oct 2024NT$3.5tNT$3.1tNT$113.3b20.7x31.2x1.1x
Sat, 14 Sep 2024NT$3.5tNT$3.1tNT$113.2b21.5x30.9x1.1x
Mon, 12 Aug 2024NT$3.6tNT$3.1tNT$111.9b21.4x32.3x1.2x
Wed, 10 Jul 2024NT$3.8tNT$3.0tNT$108.8b22x34.9x1.3x
Fri, 07 Jun 2024NT$3.8tNT$3.0tNT$109.1b20.8x34.9x1.3x
Sun, 05 May 2024NT$4.0tNT$3.0tNT$100.2b23.1x39.8x1.3x
Tue, 02 Apr 2024NT$3.9tNT$3.0tNT$101.3b21.8x38.5x1.3x
Thu, 29 Feb 2024NT$3.9tNT$3.1tNT$76.0b21x51.5x1.3x
Sat, 27 Jan 2024NT$3.9tNT$3.1tNT$76.0b20.4x50.9x1.3x
Mon, 25 Dec 2023NT$4.0tNT$3.1tNT$76.0b20.1x52.9x1.3x
Wed, 22 Nov 2023NT$4.0tNT$3.1tNT$78.2b21x51.5x1.3x
Fri, 20 Oct 2023NT$3.8tNT$3.1tNT$72.3b18.4x53.2x1.2x
Sun, 17 Sep 2023NT$4.0tNT$3.1tNT$70.5b19.3x56.9x1.3x
Price to Earnings Ratio

56.9x


Total Market Cap: NT$4.0tTotal Earnings: NT$70.5bTotal Revenue: NT$3.1tTotal Market Cap vs Earnings and Revenue0%0%0%
Taiwanese Materials Sector Price to Earnings3Y Average 65.3x202420252026
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 37.3x which is lower than its 3-year average PE of 65.3x.
  • The 3-year average PS ratio of 1.2x is lower than the industry's current PS ratio of 1.8x.
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 Market2.23%
Materials-0.32%
Metals and Mining3.44%
Basic Materials0.29%
Packaging-1.04%
Chemicals-1.20%
Paper and Forestry Products-2.08%
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 83.7x.
    • Analysts are expecting annual earnings growth of 73.5%, 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 20.3x.
Forecasted Growth
  • Analysts are most optimistic on the Basic Materials industry, expecting annual earnings growth of 84% 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 39% 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$244.0010.4%
+NT$182.4b		552.4%PE39.3x
7610 Lianyou MetalsNT$2.04k23.0%
+NT$22.2b		2,100.1%PE70.1x
1326 Formosa Chemicals & FibreNT$71.302.3%
+NT$9.4b		151.5%PE30.2x
1101 TCC Group HoldingsNT$24.801.4%
+NT$2.6b		11.2%PS1.2x
4770 Allied SupremeNT$239.0010.1%
+NT$1.8b		-21.8%PE22.8x

Latest News

4770
NT$239.00
Allied Supreme
7D
10.1%
1Y
-21.8%
2027
NT$48.20
Ta Chen Stainless Pipe
7D
-4.0%
1Y
26.5%
7610
NT$2,035.00
Lianyou Metals
7D
23.0%
1Y
2,100.1%
1101
NT$24.80
TCC Group Holdings
7D
1.4%
1Y
11.2%
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$244.00
Nan Ya Plastics
7D
10.4%
1Y
552.4%
1326
NT$71.30
Formosa Chemicals & Fibre
7D
2.3%
1Y
151.5%
1717
NT$71.70
Eternal Materials
7D
-6.6%
1Y
70.1%
1709
NT$35.30
Formosan Union Chemical
7D
5.5%
1Y
117.9%
4707
NT$27.20
Pan Asia Chemical
7D
-13.5%
1Y
181.3%
1102
NT$35.45
Asia Cement
7D
0.7%
1Y
-1.8%
1907
NT$29.15
YFY
7D
-3.8%
1Y
15.2%
4772
NT$246.00
Taiwan Speciality Chemicals
7D
-3.9%
1Y
-26.0%
1711
NT$39.05
Everlight Chemical Industrial
7D
-6.0%
1Y
88.6%
2103
NT$25.85
TSRC
7D
-7.5%
1Y
54.8%
2002
NT$19.10
China Steel
7D
0.5%
1Y
-0.3%
3595
NT$1,475.00
Alliance Material
7D
-14.7%
1Y
300.9%