Narrative Update • Jul 30
Over the last 7 days, the Electronic Equipment and Components industry has dropped 4.5%, driven by Delta Electronics declining 10.0%. Over the past 12 months, the industry was up 115%. Earnings are forecast to grow by 33% annually.
Has the Taiwanese Electronic Equipment and Components Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 04 Aug 2026 | NT$21.0t | NT$16.6t | NT$587.2b | 31.7x | 35.7x | 1.3x |
| Thu, 02 Jul 2026 | NT$26.0t | NT$16.5t | NT$551.1b | 41.2x | 47.2x | 1.6x |
| Sat, 30 May 2026 | NT$26.5t | NT$16.5t | NT$550.9b | 40.3x | 48.1x | 1.6x |
| Mon, 27 Apr 2026 | NT$20.7t | NT$15.4t | NT$514.8b | 27.3x | 40.3x | 1.3x |
| Wed, 25 Mar 2026 | NT$15.6t | NT$15.5t | NT$509.4b | 24.3x | 30.6x | 1x |
| Fri, 20 Feb 2026 | NT$14.7t | NT$14.7t | NT$493.9b | 22.9x | 29.8x | 1x |
| Sun, 18 Jan 2026 | NT$13.8t | NT$14.7t | NT$494.0b | 24.1x | 27.9x | 0.9x |
| Tue, 16 Dec 2025 | NT$12.3t | NT$14.7t | NT$493.9b | 21.9x | 24.9x | 0.8x |
| Thu, 13 Nov 2025 | NT$12.5t | NT$14.5t | NT$482.5b | 20.9x | 26x | 0.9x |
| Sat, 11 Oct 2025 | NT$12.1t | NT$14.4t | NT$460.9b | 22.4x | 26.2x | 0.8x |
| Mon, 08 Sep 2025 | NT$10.8t | NT$14.4t | NT$459.9b | 22.8x | 23.5x | 0.8x |
| Wed, 06 Aug 2025 | NT$9.8t | NT$14.0t | NT$474.6b | 20.2x | 20.7x | 0.7x |
| Fri, 04 Jul 2025 | NT$8.7t | NT$14.0t | NT$473.0b | 19.2x | 18.3x | 0.6x |
| Sun, 01 Jun 2025 | NT$8.1t | NT$14.0t | NT$472.8b | 18.7x | 17.1x | 0.6x |
| Tue, 29 Apr 2025 | NT$7.5t | NT$13.4t | NT$427.5b | 18.2x | 17.4x | 0.6x |
| Thu, 27 Mar 2025 | NT$8.6t | NT$13.4t | NT$428.2b | 20.9x | 20.1x | 0.6x |
| Sat, 22 Feb 2025 | NT$9.2t | NT$12.9t | NT$408.4b | 24.5x | 22.5x | 0.7x |
| Mon, 20 Jan 2025 | NT$8.8t | NT$12.9t | NT$404.8b | 22.1x | 21.8x | 0.7x |
| Wed, 18 Dec 2024 | NT$9.0t | NT$3.3t | NT$80.2b | 22.9x | 112.1x | 2.8x |
| Fri, 15 Nov 2024 | NT$9.4t | NT$12.5t | NT$402.9b | 22.4x | 23.3x | 0.8x |
| Sun, 13 Oct 2024 | NT$9.1t | NT$12.3t | NT$394.2b | 23.2x | 23.2x | 0.7x |
| Tue, 10 Sep 2024 | NT$8.6t | NT$12.3t | NT$394.1b | 22.4x | 21.9x | 0.7x |
| Thu, 08 Aug 2024 | NT$8.5t | NT$11.9t | NT$384.0b | 22.7x | 22.2x | 0.7x |
| Sat, 06 Jul 2024 | NT$9.8t | NT$11.7t | NT$365.4b | 25.9x | 27x | 0.8x |
| Mon, 03 Jun 2024 | NT$8.6t | NT$11.7t | NT$365.2b | 24.3x | 23.7x | 0.7x |
| Wed, 01 May 2024 | NT$8.2t | NT$11.7t | NT$331.5b | 24.6x | 24.7x | 0.7x |
| Fri, 29 Mar 2024 | NT$8.3t | NT$11.7t | NT$328.2b | 23.4x | 25.3x | 0.7x |
| Sun, 25 Feb 2024 | NT$7.3t | NT$11.9t | NT$317.0b | 22.1x | 23.2x | 0.6x |
| Tue, 23 Jan 2024 | NT$6.9t | NT$11.8t | NT$306.5b | 20.9x | 22.5x | 0.6x |
| Thu, 21 Dec 2023 | NT$7.0t | NT$11.8t | NT$306.5b | 21.3x | 22.7x | 0.6x |
| Sat, 18 Nov 2023 | NT$6.7t | NT$11.9t | NT$312.7b | 19.4x | 21.5x | 0.6x |
| Mon, 16 Oct 2023 | NT$6.8t | NT$12.1t | NT$325.6b | 18.5x | 21x | 0.6x |
| Wed, 13 Sep 2023 | NT$6.8t | NT$12.1t | NT$324.8b | 18.5x | 20.8x | 0.6x |
| Fri, 11 Aug 2023 | NT$6.7t | NT$12.4t | NT$330.7b | 17.1x | 20.3x | 0.5x |
20.3x
Which industries have driven the changes within the Taiwanese Tech industry?
| TW Market | -0.81% | |
| Tech | -0.70% | |
| Electronic Equipment and Components | -4.50% | |
| Electronic Manufacturing Services | -0.04% | |
| Technology Distributors | -1.14% | |
| Electronic Components | -5.64% | |
| Electronic Equipment and Instruments | -5.91% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 3037 Unimicron Technology | NT$917.00 | 20.0% +NT$251.0b | 576.8% | PE63x | |
| 2383 Elite Material | NT$5.09k | 15.3% +NT$241.9b | 352.0% | PE79.5x | |
| 2317 Hon Hai Precision Industry | NT$250.00 | 5.0% +NT$168.3b | 35.5% | PE17.8x | |
| 2308 Delta Electronics | NT$1.61k | 1.9% +NT$77.9b | 154.7% | PE51.2x | |
| 6274 Taiwan Union Technology | NT$1.34k | 18.6% +NT$60.6b | 418.4% | PE68x |