Narrative Update • Jul 20
In the last week, the Electronic Equipment and Components industry is up 1.6%, with Hon Hai Precision Industry up 7.9%. In the same time, Yageo was down 8.2%. In the last 12 months, the industry was up 137%. Looking forward, earnings are forecast to grow by 34% 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 |
|---|---|---|---|---|---|---|
| Mon, 27 Jul 2026 | NT$22.1t | NT$16.5t | NT$551.2b | 33.7x | 40.1x | 1.3x |
| Wed, 24 Jun 2026 | NT$26.1t | NT$16.5t | NT$551.2b | 42.3x | 47.3x | 1.6x |
| Fri, 22 May 2026 | NT$23.3t | NT$16.5t | NT$550.9b | 35.5x | 42.3x | 1.4x |
| Sun, 19 Apr 2026 | NT$19.5t | NT$15.4t | NT$515.5b | 29.2x | 37.8x | 1.3x |
| Tue, 17 Mar 2026 | NT$16.0t | NT$15.0t | NT$508.3b | 25.6x | 31.4x | 1.1x |
| Thu, 12 Feb 2026 | NT$14.7t | NT$14.7t | NT$493.8b | 22.8x | 29.8x | 1x |
| Sat, 10 Jan 2026 | NT$13.0t | NT$14.7t | NT$493.9b | 23.1x | 26.3x | 0.9x |
| Mon, 08 Dec 2025 | NT$12.5t | NT$14.7t | NT$493.9b | 21.3x | 25.3x | 0.9x |
| Wed, 05 Nov 2025 | NT$12.5t | NT$14.4t | NT$473.7b | 22.1x | 26.4x | 0.9x |
| Fri, 03 Oct 2025 | NT$11.7t | NT$14.4t | NT$460.4b | 22.4x | 25.5x | 0.8x |
| Sun, 31 Aug 2025 | NT$11.0t | NT$14.4t | NT$459.9b | 23.4x | 23.9x | 0.8x |
| Tue, 29 Jul 2025 | NT$9.3t | NT$14.0t | NT$471.9b | 19.2x | 19.6x | 0.7x |
| Thu, 26 Jun 2025 | NT$8.4t | NT$14.0t | NT$473.0b | 19x | 17.8x | 0.6x |
| Sat, 24 May 2025 | NT$8.0t | NT$14.0t | NT$473.0b | 19x | 17x | 0.6x |
| Mon, 21 Apr 2025 | NT$7.1t | NT$13.4t | NT$427.9b | 17.5x | 16.6x | 0.5x |
| Wed, 19 Mar 2025 | NT$8.7t | NT$13.1t | NT$430.4b | 22.7x | 20.3x | 0.7x |
| Fri, 14 Feb 2025 | NT$9.0t | NT$12.9t | NT$405.2b | 23.1x | 22.3x | 0.7x |
| Sun, 12 Jan 2025 | NT$9.0t | NT$12.9t | NT$404.8b | 22.2x | 22.2x | 0.7x |
| Tue, 10 Dec 2024 | NT$9.2t | NT$12.9t | NT$405.1b | 23.5x | 22.7x | 0.7x |
| Thu, 07 Nov 2024 | NT$9.4t | NT$12.4t | NT$400.3b | 23.6x | 23.5x | 0.8x |
| Sat, 05 Oct 2024 | NT$9.0t | NT$12.3t | NT$394.2b | 22.5x | 22.8x | 0.7x |
| Mon, 02 Sep 2024 | NT$9.3t | NT$12.3t | NT$394.3b | 23.3x | 23.5x | 0.8x |
| Wed, 31 Jul 2024 | NT$9.3t | NT$11.7t | NT$365.4b | 24.1x | 25.4x | 0.8x |
| Fri, 28 Jun 2024 | NT$9.6t | NT$11.7t | NT$365.3b | 24.9x | 26.3x | 0.8x |
| Sun, 26 May 2024 | NT$8.7t | NT$11.7t | NT$364.9b | 23.4x | 23.8x | 0.7x |
| Tue, 23 Apr 2024 | NT$7.7t | NT$11.7t | NT$333.5b | 23.5x | 23.2x | 0.7x |
| Thu, 21 Mar 2024 | NT$7.9t | NT$11.7t | NT$328.6b | 23.2x | 24.1x | 0.7x |
| Sat, 17 Feb 2024 | NT$7.2t | NT$11.8t | NT$308.4b | 21.8x | 23.5x | 0.6x |
| Mon, 15 Jan 2024 | NT$6.8t | NT$11.8t | NT$306.5b | 20.8x | 22.2x | 0.6x |
| Wed, 13 Dec 2023 | NT$6.9t | NT$11.8t | NT$306.5b | 21.6x | 22.5x | 0.6x |
| Fri, 10 Nov 2023 | NT$6.6t | NT$12.1t | NT$318.1b | 18.7x | 20.7x | 0.5x |
| Sun, 08 Oct 2023 | NT$6.8t | NT$12.1t | NT$325.6b | 18.5x | 21x | 0.6x |
| Tue, 05 Sep 2023 | NT$6.8t | NT$12.1t | NT$321.9b | 18.3x | 21x | 0.6x |
| Thu, 03 Aug 2023 | NT$6.8t | NT$12.4t | NT$342.8b | 17.7x | 19.8x | 0.5x |
19.8x
Which industries have driven the changes within the Taiwanese Tech industry?
| TW Market | 2.11% | |
| Tech | 2.69% | |
| Electronic Equipment and Components | 1.63% | |
| Electronic Manufacturing Services | 7.72% | |
| Electronic Equipment and Instruments | 5.68% | |
| Technology Distributors | 3.49% | |
| Electronic Components | -0.16% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 2317 Hon Hai Precision Industry | NT$252.50 | 7.9% +NT$259.5b | 44.7% | PE18x | |
| 2308 Delta Electronics | NT$1.79k | 2.6% +NT$116.9b | 245.3% | PE65.8x | |
| 2360 Chroma ATE | NT$2.08k | 12.4% +NT$97.4b | 413.6% | PE65.6x | |
| 2383 Elite Material | NT$4.76k | 5.8% +NT$93.2b | 378.4% | PE103.1x | |
| 3037 Unimicron Technology | NT$839.00 | 5.7% +NT$73.8b | 540.5% | PE127.4x |