Narrative Update • Jun 03
Over the last 7 days, the Electronic Equipment and Components industry has remained flat, although notably Yageo gained 19%. As for the the longer term, the industry is up 213% over the past 12 months. 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 |
|---|---|---|---|---|---|---|
| Wed, 17 Jun 2026 | NT$26.1t | NT$16.5t | NT$551.2b | 40.2x | 47.3x | 1.6x |
| Fri, 15 May 2026 | NT$23.1t | NT$15.9t | NT$542.7b | 33.2x | 42.6x | 1.5x |
| Sun, 12 Apr 2026 | NT$18.2t | NT$15.4t | NT$513.0b | 26.9x | 35.4x | 1.2x |
| Tue, 10 Mar 2026 | NT$14.3t | NT$14.9t | NT$510.5b | 22.7x | 28.1x | 1x |
| Thu, 05 Feb 2026 | NT$14.5t | NT$14.7t | NT$494.0b | 23.7x | 29.4x | 1x |
| Sat, 03 Jan 2026 | NT$12.9t | NT$14.7t | NT$493.9b | 22.4x | 26x | 0.9x |
| Mon, 01 Dec 2025 | NT$12.3t | NT$14.7t | NT$494.0b | 21.2x | 24.9x | 0.8x |
| Wed, 29 Oct 2025 | NT$12.8t | NT$14.4t | NT$460.8b | 22.5x | 27.7x | 0.9x |
| Fri, 26 Sep 2025 | NT$11.8t | NT$14.4t | NT$460.5b | 23.5x | 25.6x | 0.8x |
| Sun, 24 Aug 2025 | NT$10.5t | NT$14.4t | NT$460.5b | 22.6x | 22.7x | 0.7x |
| Tue, 22 Jul 2025 | NT$9.1t | NT$14.0t | NT$473.0b | 19.5x | 19.1x | 0.6x |
| Thu, 19 Jun 2025 | NT$8.3t | NT$14.0t | NT$473.0b | 18.9x | 17.5x | 0.6x |
| Sat, 17 May 2025 | NT$8.1t | NT$14.0t | NT$472.7b | 19.3x | 17.1x | 0.6x |
| Mon, 14 Apr 2025 | NT$6.9t | NT$13.4t | NT$427.9b | 17x | 16.2x | 0.5x |
| Wed, 12 Mar 2025 | NT$8.6t | NT$13.0t | NT$413.6b | 23x | 20.7x | 0.7x |
| Fri, 07 Feb 2025 | NT$8.9t | NT$12.9t | NT$404.9b | 23.2x | 22x | 0.7x |
| Sun, 05 Jan 2025 | NT$9.0t | NT$12.9t | NT$404.8b | 23.3x | 22.3x | 0.7x |
| Tue, 03 Dec 2024 | NT$9.1t | NT$12.9t | NT$404.4b | 23x | 22.6x | 0.7x |
| Thu, 31 Oct 2024 | NT$9.4t | NT$12.3t | NT$395.0b | 23.6x | 23.7x | 0.8x |
| Sat, 28 Sep 2024 | NT$9.2t | NT$12.3t | NT$394.1b | 22.9x | 23.3x | 0.7x |
| Mon, 26 Aug 2024 | NT$9.1t | NT$12.3t | NT$394.9b | 23x | 23x | 0.7x |
| Wed, 24 Jul 2024 | NT$9.4t | NT$11.7t | NT$365.5b | 24.8x | 25.8x | 0.8x |
| Fri, 21 Jun 2024 | NT$9.7t | NT$11.7t | NT$365.3b | 25.2x | 26.4x | 0.8x |
| Sun, 19 May 2024 | NT$8.5t | NT$11.7t | NT$362.5b | 23.5x | 23.5x | 0.7x |
| Tue, 16 Apr 2024 | NT$8.0t | NT$11.7t | NT$329.3b | 24.5x | 24.4x | 0.7x |
| Thu, 14 Mar 2024 | NT$7.6t | NT$11.9t | NT$316.6b | 22.5x | 24x | 0.6x |
| Sat, 10 Feb 2024 | NT$7.1t | NT$11.8t | NT$308.4b | 21.5x | 23x | 0.6x |
| Mon, 08 Jan 2024 | NT$6.9t | NT$11.8t | NT$306.5b | 21.1x | 22.6x | 0.6x |
| Wed, 06 Dec 2023 | NT$6.9t | NT$11.8t | NT$306.5b | 21.7x | 22.5x | 0.6x |
| Fri, 03 Nov 2023 | NT$6.5t | NT$12.1t | NT$328.4b | 18x | 19.7x | 0.5x |
| Sun, 01 Oct 2023 | NT$6.8t | NT$12.1t | NT$325.6b | 18.3x | 20.8x | 0.6x |
| Tue, 29 Aug 2023 | NT$6.6t | NT$12.1t | NT$321.5b | 17.9x | 20.6x | 0.5x |
| Thu, 27 Jul 2023 | NT$6.9t | NT$12.5t | NT$352.6b | 17.7x | 19.4x | 0.6x |
| Sat, 24 Jun 2023 | NT$6.9t | NT$12.5t | NT$355.9b | 16.8x | 19.3x | 0.6x |
19.3x
Which industries have driven the changes within the Taiwanese Tech industry?
| TW Market | 2.34% | |
| Tech | 2.43% | |
| Electronic Equipment and Components | -0.87% | |
| Electronic Components | -0.061% | |
| Electronic Manufacturing Services | -3.04% | |
| Electronic Equipment and Instruments | -3.16% | |
| Technology Distributors | -3.28% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 2327 Yageo | NT$976.00 | 19.2% +NT$322.9b | 726.2% | PE76.9x | |
| 3037 Unimicron Technology | NT$984.00 | 11.3% +NT$158.8b | 850.7% | PE144.7x | |
| 4958 Zhen Ding Technology Holding | NT$639.00 | 27.3% +NT$146.6b | 544.2% | PE90.2x | |
| 3008 Largan Precision | NT$5.12k | 24.0% +NT$131.3b | 115.1% | PE32.4x | |
| 3481 Innolux | NT$58.60 | 32.3% +NT$114.2b | 386.3% | PE510.2x |