Narrative Update • Sep 03

Over the last 7 days, the Materials industry has dropped 4.8%, driven by Nan Ya Plastics declining 5.7%. Meanwhile, Formosan Union Chemical actually outperformed within the industry, gaining 5.7% in the last week. In the past year, the industry has gained 69%. Earnings are forecast to grow by 47% annually.
Has the Taiwanese Materials Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 16 Sep 2026 | NT$5.1t | NT$3.0t | NT$145.3b | 17.4x | 35.4x | 1.7x |
| Fri, 14 Aug 2026 | NT$5.0t | NT$2.9t | NT$91.5b | 19x | 54.3x | 1.7x |
| Sun, 12 Jul 2026 | NT$5.0t | NT$2.9t | NT$47.2b | 26.8x | 105x | 1.7x |
| Tue, 09 Jun 2026 | NT$4.1t | NT$2.9t | NT$46.5b | 25.4x | 88.1x | 1.4x |
| Thu, 07 May 2026 | NT$4.1t | NT$2.9t | NT$23.1b | 24.1x | 176.3x | 1.4x |
| Sat, 04 Apr 2026 | NT$3.7t | NT$2.9t | NT$21.4b | 21.9x | 173x | 1.3x |
| Mon, 02 Mar 2026 | NT$3.9t | NT$3.0t | NT$29.1b | 21.5x | 134.3x | 1.3x |
| Wed, 28 Jan 2026 | NT$3.7t | NT$3.0t | NT$29.6b | 20.5x | 124.1x | 1.2x |
| Fri, 26 Dec 2025 | NT$3.2t | NT$3.0t | NT$29.6b | 19.4x | 108.8x | 1.1x |
| Sun, 23 Nov 2025 | NT$3.1t | NT$3.0t | NT$28.6b | 19x | 107.7x | 1x |
| Tue, 21 Oct 2025 | NT$3.1t | NT$3.1t | NT$32.9b | 23.1x | 94.7x | 1x |
| Thu, 18 Sep 2025 | NT$3.0t | NT$3.1t | NT$32.9b | 21.2x | 92.8x | 1x |
| Sat, 16 Aug 2025 | NT$3.2t | NT$3.1t | NT$38.4b | 21.1x | 82.1x | 1x |
| Mon, 14 Jul 2025 | NT$2.8t | NT$3.2t | NT$82.3b | 18.4x | 34.4x | 0.9x |
| Wed, 11 Jun 2025 | NT$3.0t | NT$3.2t | NT$82.2b | 18.9x | 36.5x | 0.9x |
| Fri, 09 May 2025 | NT$3.1t | NT$3.2t | NT$92.0b | 18.4x | 33.2x | 1x |
| Sun, 06 Apr 2025 | NT$3.2t | NT$3.2t | NT$91.9b | 19.2x | 35.3x | 1x |
| Tue, 04 Mar 2025 | NT$3.4t | NT$3.1t | NT$85.3b | 20.3x | 39.4x | 1.1x |
| Thu, 30 Jan 2025 | NT$3.1t | NT$3.1t | NT$85.6b | 19.9x | 36.6x | 1x |
| Sat, 28 Dec 2024 | NT$3.1t | NT$3.1t | NT$85.7b | 19.7x | 36.2x | 1x |
| Mon, 25 Nov 2024 | NT$3.4t | NT$3.1t | NT$85.8b | 21x | 39.9x | 1.1x |
| Wed, 23 Oct 2024 | NT$3.5t | NT$3.1t | NT$113.3b | 21x | 31.2x | 1.1x |
| Fri, 20 Sep 2024 | NT$3.6t | NT$3.1t | NT$113.2b | 22.1x | 31.7x | 1.2x |
| Sun, 18 Aug 2024 | NT$3.6t | NT$3.1t | NT$113.6b | 20.7x | 31.8x | 1.2x |
| Tue, 16 Jul 2024 | NT$3.8t | NT$3.0t | NT$108.9b | 22.7x | 35.1x | 1.3x |
| Thu, 13 Jun 2024 | NT$3.8t | NT$3.0t | NT$108.5b | 21x | 35.3x | 1.3x |
| Sat, 11 May 2024 | NT$4.0t | NT$3.0t | NT$102.1b | 23.2x | 38.7x | 1.3x |
| Mon, 08 Apr 2024 | NT$3.9t | NT$3.0t | NT$101.0b | 21.9x | 38.6x | 1.3x |
| Wed, 06 Mar 2024 | NT$3.9t | NT$3.1t | NT$84.0b | 20.9x | 46.3x | 1.3x |
| Fri, 02 Feb 2024 | NT$3.9t | NT$3.1t | NT$76.0b | 20.3x | 51.3x | 1.3x |
| Sun, 31 Dec 2023 | NT$4.1t | NT$3.1t | NT$76.0b | 20.1x | 53.3x | 1.3x |
| Tue, 28 Nov 2023 | NT$4.0t | NT$3.1t | NT$76.9b | 20.5x | 52.1x | 1.3x |
| Thu, 26 Oct 2023 | NT$3.8t | NT$3.1t | NT$72.3b | 18.9x | 52.6x | 1.2x |
| Sat, 23 Sep 2023 | NT$3.9t | NT$3.1t | NT$70.5b | 19.5x | 55.6x | 1.3x |
55.6x
Which industries have driven the changes within the Taiwanese Materials sector?
| TW Market | -3.47% | |
| Materials | -4.85% | |
| Basic Materials | -1.63% | |
| Paper and Forestry Products | -1.68% | |
| Packaging | -1.95% | |
| Metals and Mining | -5.23% | |
| Chemicals | -5.28% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 1709 Formosan Union Chemical | NT$39.05 | 9.7% +NT$1.6b | 141.0% | PE19.5x | |
| 1727 Chung Hwa Chemical Industrial Works | NT$95.60 | 4.9% +NT$576.1m | 186.7% | PE138.8x | |
| 4768 Ingentec | NT$313.00 | 3.3% +NT$482.0m | 52.4% | PS8.8x | |
| 6959 Ion Electronic Materials | NT$123.00 | 9.3% +NT$411.3m | 57.1% | PS6.9x | |
| 2103 TSRC | NT$26.85 | 1.3% +NT$289.0m | 60.8% | PE10.8x |