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Taiwanese (TAIEX) Real Estate Sector Analysis
UpdatedApr 15, 2025
DataAggregated Company Financials
Companies67
- 7D-0.7%
- 3M-7.6%
- 1Y-9.2%
- YTD-12.0%
Over the last 7 days, the Real Estate industry has dropped 9.9%, driven by a pullback from King's Town Construction of 14%. On the other hand JSL Construction & Development is actually up 12%. Overall the industry is down 9.8% in 12 months. Looking forward, earnings are forecast to grow by 3.8% annually.
Sector Valuation and Performance
Has the Taiwanese Real Estate Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 15 Apr 2025 | NT$984.6b | NT$434.7b | NT$83.1b | 11.5x | 11.8x | 2.3x |
| Thu, 13 Mar 2025 | NT$1.1t | NT$399.7b | NT$69.1b | 17.2x | 16.2x | 2.8x |
| Sat, 08 Feb 2025 | NT$1.1t | NT$405.4b | NT$71.0b | 15.1x | 15.3x | 2.7x |
| Mon, 06 Jan 2025 | NT$1.1t | NT$405.4b | NT$71.0b | 15.7x | 15.5x | 2.7x |
| Wed, 04 Dec 2024 | NT$1.2t | NT$406.3b | NT$71.7b | 16.4x | 16.1x | 2.8x |
| Fri, 01 Nov 2024 | NT$1.1t | NT$398.7b | NT$68.2b | 14.9x | 16.2x | 2.8x |
| Sun, 29 Sep 2024 | NT$1.2t | NT$397.9b | NT$67.7b | 16.8x | 17.7x | 3x |
| Tue, 27 Aug 2024 | NT$1.3t | NT$398.2b | NT$67.7b | 18.8x | 19.2x | 3.3x |
| Thu, 25 Jul 2024 | NT$1.4t | NT$357.0b | NT$59.6b | 21.7x | 23.5x | 3.9x |
| Sat, 22 Jun 2024 | NT$1.3t | NT$357.9b | NT$60.2b | 22.1x | 20.9x | 3.5x |
| Mon, 20 May 2024 | NT$1.2t | NT$359.7b | NT$60.2b | 23.3x | 20.6x | 3.5x |
| Wed, 17 Apr 2024 | NT$1.1t | NT$347.3b | NT$51.8b | 21.9x | 20.4x | 3.1x |
| Fri, 15 Mar 2024 | NT$952.1b | NT$319.8b | NT$43.1b | 20.9x | 22.1x | 3x |
| Sun, 11 Feb 2024 | NT$895.7b | NT$309.5b | NT$40.1b | 19.6x | 22.3x | 2.9x |
| Tue, 09 Jan 2024 | NT$912.2b | NT$310.1b | NT$35.9b | 21.2x | 25.4x | 2.9x |
| Thu, 07 Dec 2023 | NT$888.1b | NT$309.3b | NT$35.7b | 19.1x | 24.9x | 2.9x |
| Sat, 04 Nov 2023 | NT$816.2b | NT$285.1b | NT$32.3b | 19.8x | 25.3x | 2.9x |
| Mon, 02 Oct 2023 | NT$811.3b | NT$284.6b | NT$32.1b | 20x | 25.3x | 2.9x |
| Wed, 30 Aug 2023 | NT$807.7b | NT$284.7b | NT$32.1b | 19.2x | 25.2x | 2.8x |
| Fri, 28 Jul 2023 | NT$808.1b | NT$300.7b | NT$38.4b | 16.2x | 21.1x | 2.7x |
| Sun, 25 Jun 2023 | NT$815.1b | NT$300.9b | NT$39.3b | 16.9x | 20.7x | 2.7x |
| Tue, 23 May 2023 | NT$819.1b | NT$315.0b | NT$47.0b | 18.4x | 17.4x | 2.6x |
| Thu, 20 Apr 2023 | NT$800.6b | NT$312.8b | NT$46.6b | 18.8x | 17.2x | 2.6x |
| Sat, 18 Mar 2023 | NT$787.3b | NT$315.4b | NT$48.7b | 18.1x | 16.2x | 2.5x |
| Mon, 13 Feb 2023 | NT$804.3b | NT$326.8b | NT$58.7b | 13.7x | 13.7x | 2.5x |
| Wed, 11 Jan 2023 | NT$786.9b | NT$326.8b | NT$58.7b | 12.7x | 13.4x | 2.4x |
| Fri, 09 Dec 2022 | NT$800.4b | NT$326.8b | NT$58.7b | 12.7x | 13.6x | 2.4x |
| Sun, 06 Nov 2022 | NT$766.2b | NT$338.4b | NT$61.3b | 12.5x | 12.5x | 2.3x |
| Tue, 04 Oct 2022 | NT$752.6b | NT$343.3b | NT$61.8b | 13.1x | 12.2x | 2.2x |
| Thu, 01 Sep 2022 | NT$815.7b | NT$344.1b | NT$61.7b | 13.9x | 13.2x | 2.4x |
| Sat, 30 Jul 2022 | NT$777.3b | NT$352.6b | NT$63.5b | 12.4x | 12.2x | 2.2x |
| Mon, 27 Jun 2022 | NT$833.3b | NT$353.4b | NT$63.7b | 13.5x | 13.1x | 2.4x |
| Wed, 25 May 2022 | NT$833.4b | NT$353.8b | NT$63.7b | 13.5x | 13.1x | 2.4x |
| Fri, 22 Apr 2022 | NT$858.8b | NT$341.6b | NT$65.4b | 13.5x | 13.1x | 2.5x |
Price to Earnings Ratio
13.1x
Current Industry PE
- Investors are pessimistic on the Taiwanese Real Estate 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 11.8x which is lower than its 3-year average PE of 18.0x.
- The 3-year average PS ratio of 2.8x is higher than the industry's current PS ratio of 2.3x.
Past Earnings Growth
- The earnings for companies in the Real Estate industry have grown 8.3% per year over the last three years.
- Revenues for these companies have grown 8.4% per year.
- This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.
Industry Trends
Which industries have driven the changes within the Taiwanese Real Estate sector?
| TW Market | 1.24% | |
| Real Estate | -0.67% | |
| REITS | 0.11% | |
| Office REITs | -0.48% | |
| Real Estate | -0.70% | |
Industry PE
- Investors are most optimistic about the Real Estate industry even though it's trading below its 3-year average PE ratio of 17.2x.
- Analysts are expecting annual earnings growth of 3.8%, which is lower than the prior year's growth of 41.1% per year.
- Investors are most pessimistic about the Real Estate industry, which is trading below its 3-year average of 17.2x.
Forecasted Growth
- Analysts are most optimistic on the Real Estate industry, expecting annual earnings growth of 3.8% over the next 5 years.
- In contrast, the Real Estate industry is expected to see its earnings grow by 3.8% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 2539 Sakura DevelopmentLtd | NT$62.70 | 11.2% +NT$6.3b | -0.6% | PE22x | |
| 2542 Highwealth Construction | NT$41.00 | 5.4% +NT$4.3b | 12.5% | PE13.2x | |
| 2923 Sino Horizon Holdings | NT$21.35 | 12.1% +NT$4.0b | -12.0% | PE48.9x | |
| 2540 JSL Construction & Development | NT$84.50 | 8.2% +NT$4.0b | 10.7% | PE27.8x | |
| 5522 Farglory Land Development | NT$64.60 | 6.3% +NT$3.0b | 10.1% | PE15x |