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Taiwanese (TAIEX) Materials Sector Analysis

UpdatedJul 20, 2026
DataAggregated Company Financials
Companies174
  • 7D2.7%
  • 3M25.1%
  • 1Y74.5%
  • YTD57.7%

In the last week, the Materials industry is up 2.7%, with Nan Ya Plastics up 9.6%. During this same period, the Solar Applied Materials Technology underperformed, falling 25%. This means that the industry has gained 74% over the past year. As for the next few years, earnings are expected to grow by 63% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 20 Jul 2026NT$5.1tNT$2.9tNT$47.3b24.7x107.8x1.7x
Wed, 17 Jun 2026NT$4.3tNT$2.9tNT$46.5b27.4x92.8x1.5x
Fri, 15 May 2026NT$3.9tNT$2.9tNT$43.5b24.5x90.6x1.3x
Sun, 12 Apr 2026NT$3.8tNT$2.9tNT$21.3b22.3x180.3x1.3x
Tue, 10 Mar 2026NT$3.6tNT$3.0tNT$26.0b19.9x137.5x1.2x
Thu, 05 Feb 2026NT$3.6tNT$3.0tNT$29.6b20.4x122.4x1.2x
Sat, 03 Jan 2026NT$3.2tNT$3.0tNT$29.6b20.7x109x1.1x
Mon, 01 Dec 2025NT$3.3tNT$3.0tNT$29.7b19.3x109.8x1.1x
Wed, 29 Oct 2025NT$3.1tNT$3.1tNT$32.9b21.9x94.6x1x
Fri, 26 Sep 2025NT$3.1tNT$3.1tNT$32.9b21.3x95.6x1x
Sun, 24 Aug 2025NT$3.1tNT$3.1tNT$32.4b21.4x97.1x1x
Tue, 22 Jul 2025NT$2.9tNT$3.2tNT$82.3b18.5x35.6x0.9x
Thu, 19 Jun 2025NT$3.0tNT$3.2tNT$82.3b18.4x35.9x0.9x
Sat, 17 May 2025NT$3.1tNT$3.2tNT$82.8b19.9x37.4x1x
Mon, 14 Apr 2025NT$2.9tNT$3.2tNT$92.2b17.4x31.8x0.9x
Wed, 12 Mar 2025NT$3.4tNT$3.1tNT$83.0b19.8x41x1.1x
Fri, 07 Feb 2025NT$3.1tNT$3.1tNT$85.6b20.4x36.3x1x
Sun, 05 Jan 2025NT$3.0tNT$3.1tNT$85.7b19.8x35.2x1x
Tue, 03 Dec 2024NT$3.3tNT$3.1tNT$85.8b19.7x39x1.1x
Thu, 31 Oct 2024NT$3.5tNT$3.1tNT$113.5b20.8x30.9x1.1x
Sat, 28 Sep 2024NT$3.8tNT$3.1tNT$113.3b22.9x33.2x1.2x
Mon, 26 Aug 2024NT$3.6tNT$3.1tNT$112.9b21.9x32.1x1.2x
Wed, 24 Jul 2024NT$3.8tNT$3.0tNT$108.9b22.5x35x1.3x
Fri, 21 Jun 2024NT$3.9tNT$3.0tNT$108.6b21.2x36x1.3x
Sun, 19 May 2024NT$4.0tNT$3.0tNT$108.4b21.5x36.9x1.3x
Tue, 16 Apr 2024NT$3.9tNT$3.0tNT$101.0b22.4x38.9x1.3x
Thu, 14 Mar 2024NT$3.8tNT$3.0tNT$98.4b20.7x39x1.3x
Sat, 10 Feb 2024NT$3.9tNT$3.1tNT$75.9b20.4x50.8x1.3x
Mon, 08 Jan 2024NT$4.0tNT$3.1tNT$76.0b19.8x52.9x1.3x
Wed, 06 Dec 2023NT$4.1tNT$3.1tNT$76.0b20.3x53.4x1.3x
Fri, 03 Nov 2023NT$3.8tNT$3.1tNT$72.6b18.4x52.1x1.2x
Sun, 01 Oct 2023NT$3.9tNT$3.1tNT$72.3b18.9x53.5x1.2x
Tue, 29 Aug 2023NT$3.8tNT$3.1tNT$69.6b19.1x55.2x1.2x
Thu, 27 Jul 2023NT$4.1tNT$3.3tNT$130.4b19.7x31.3x1.2x
Price to Earnings Ratio

31.3x


Total Market Cap: NT$4.1tTotal Earnings: NT$130.4bTotal Revenue: NT$3.3tTotal Market Cap vs Earnings and Revenue0%0%0%
Taiwanese Materials Sector Price to Earnings3Y Average 64.4x202420252026
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 108x which is higher than its 3-year average PE of 64.4x.
  • 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 declined 29% per year over the last three years,
  • Revenues have also declined 4.4% 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 Market-6.28%
Materials2.69%
Chemicals3.94%
Metals and Mining0.65%
Basic Materials-0.99%
Paper and Forestry Products-1.03%
Packaging-1.24%
Industry PE
  • Investors are most optimistic about the Metals and Mining industry which is trading above its 3-year average PE ratio of 82.4x.
    • Analysts are expecting annual earnings growth of 83.7%, which is higher than its past year's earnings decline of 14.4% per year.
  • Investors are most pessimistic about the Packaging industry, which is trading below its 3-year average of 20.4x.
Forecasted Growth
  • Analysts are most optimistic on the Basic Materials industry, expecting annual earnings growth of 123% over the next 5 years.
  • This is better than its past earnings growth rate of 2.6% per year.
  • In contrast, the Chemicals industry is expected to see its earnings grow by 55% 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
1101 TCC Group HoldingsNT$23.854.4%
+NT$7.5b		1.7%PS1.2x
2002 China SteelNT$18.651.4%
+NT$3.8b		-2.9%PS0.9x
2027 Ta Chen Stainless PipeNT$40.502.5%
+NT$2.4b		17.2%PE11.8x
9939 Taiwan Hon Chuan EnterpriseNT$128.003.2%
+NT$1.2b		-14.4%PE14.2x
4763 Jinan Acetate ChemicalNT$48.302.2%
+NT$1.0b		-41.7%PE9.3x

Latest News

4772
NT$236.00
Taiwan Speciality Chemicals
7D
-12.8%
1Y
4.2%
1303
NT$186.50
Nan Ya Plastics
7D
-6.5%
1Y
525.8%
2002
NT$18.65
China Steel
7D
1.4%
1Y
-2.9%
3595
NT$2,030.00
Alliance Material
7D
-16.5%
1Y
994.3%
1326
NT$64.20
Formosa Chemicals & Fibre
7D
-1.2%
1Y
149.3%
2027
NT$40.50
Ta Chen Stainless Pipe
7D
2.5%
1Y
17.2%
1785
NT$104.00
Solar Applied Materials Technology
7D
-19.4%
1Y
98.1%
1717
NT$62.10
Eternal Materials
7D
-14.5%
1Y
140.7%
1102
NT$32.90
Asia Cement
7D
-5.7%
1Y
-16.6%
1907
NT$27.65
YFY
7D
2.2%
1Y
15.9%
4763
NT$48.30
Jinan Acetate Chemical
7D
2.2%
1Y
-41.7%
1301
NT$60.30
Formosa Plastics
7D
0.2%
1Y
55.0%
7610
NT$2,170.00
Lianyou Metals
7D
-10.5%
1Y
3,467.3%
9939
NT$128.00
Taiwan Hon Chuan Enterprise
7D
3.2%
1Y
-14.4%
1101
NT$23.85
TCC Group Holdings
7D
4.4%
1Y
1.7%
2015
NT$63.40
Feng Hsin Steel
7D
1.4%
1Y
-4.2%