Narrative Update • Jun 17
The Electronic Equipment and Components industry is up 8.6% in the last week, with Yageo up 28%. In the same time, Compeq Manufacturing was down 5.5%. This takes the industry's 12 month performance to a gain of 224%. 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 |
|---|---|---|---|---|---|---|
| Fri, 19 Jun 2026 | NT$26.8t | NT$16.5t | NT$551.3b | 42.8x | 48.6x | 1.6x |
| Sun, 17 May 2026 | NT$22.5t | NT$16.4t | NT$553.3b | 31.3x | 40.6x | 1.4x |
| Tue, 14 Apr 2026 | NT$18.2t | NT$15.4t | NT$513.0b | 28x | 35.6x | 1.2x |
| Thu, 12 Mar 2026 | NT$15.8t | NT$14.9t | NT$502.0b | 24.3x | 31.4x | 1.1x |
| Sat, 07 Feb 2026 | NT$13.9t | NT$14.7t | NT$493.9b | 23.3x | 28.1x | 0.9x |
| Mon, 05 Jan 2026 | NT$12.9t | NT$14.7t | NT$493.9b | 22.4x | 26x | 0.9x |
| Wed, 03 Dec 2025 | NT$12.3t | NT$14.7t | NT$494.0b | 21.4x | 24.9x | 0.8x |
| Fri, 31 Oct 2025 | NT$12.8t | NT$14.4t | NT$462.1b | 22x | 27.7x | 0.9x |
| Sun, 28 Sep 2025 | NT$11.4t | NT$14.4t | NT$460.5b | 22.6x | 24.7x | 0.8x |
| Tue, 26 Aug 2025 | NT$10.7t | NT$14.4t | NT$460.5b | 22.9x | 23.3x | 0.7x |
| Thu, 24 Jul 2025 | NT$9.0t | NT$14.0t | NT$472.8b | 18.8x | 19.1x | 0.6x |
| Sat, 21 Jun 2025 | NT$8.1t | NT$14.0t | NT$473.0b | 18.7x | 17.2x | 0.6x |
| Mon, 19 May 2025 | NT$8.1t | NT$14.0t | NT$472.8b | 19.3x | 17.1x | 0.6x |
| Wed, 16 Apr 2025 | NT$7.3t | NT$13.4t | NT$427.9b | 17.8x | 17.1x | 0.5x |
| Fri, 14 Mar 2025 | NT$8.6t | NT$13.0t | NT$414.5b | 22.7x | 20.7x | 0.7x |
| Sun, 09 Feb 2025 | NT$9.0t | NT$12.9t | NT$404.9b | 23.4x | 22.3x | 0.7x |
| Tue, 07 Jan 2025 | NT$9.2t | NT$12.9t | NT$404.8b | 23.4x | 22.6x | 0.7x |
| Thu, 05 Dec 2024 | NT$9.4t | NT$12.9t | NT$405.2b | 23.3x | 23.1x | 0.7x |
| Sat, 02 Nov 2024 | NT$9.3t | NT$12.3t | NT$398.4b | 23.4x | 23.3x | 0.8x |
| Mon, 30 Sep 2024 | NT$9.2t | NT$12.3t | NT$394.1b | 22.9x | 23.3x | 0.7x |
| Wed, 28 Aug 2024 | NT$9.1t | NT$12.3t | NT$394.7b | 23.3x | 23.1x | 0.7x |
| Fri, 26 Jul 2024 | NT$9.4t | NT$11.7t | NT$365.5b | 24.8x | 25.8x | 0.8x |
| Sun, 23 Jun 2024 | NT$9.6t | NT$11.7t | NT$365.3b | 25.2x | 26.4x | 0.8x |
| Tue, 21 May 2024 | NT$8.5t | NT$11.7t | NT$364.9b | 23.5x | 23.2x | 0.7x |
| Thu, 18 Apr 2024 | NT$7.8t | NT$11.7t | NT$329.3b | 24.2x | 23.6x | 0.7x |
| Sat, 16 Mar 2024 | NT$7.7t | NT$11.9t | NT$316.4b | 22.4x | 24.4x | 0.7x |
| Mon, 12 Feb 2024 | NT$7.1t | NT$11.8t | NT$308.4b | 21.5x | 23x | 0.6x |
| Wed, 10 Jan 2024 | NT$6.8t | NT$11.8t | NT$306.5b | 20.7x | 22.2x | 0.6x |
| Fri, 08 Dec 2023 | NT$6.9t | NT$11.8t | NT$306.5b | 21.5x | 22.5x | 0.6x |
| Sun, 05 Nov 2023 | NT$6.5t | NT$12.1t | NT$320.6b | 18.6x | 20.3x | 0.5x |
| Tue, 03 Oct 2023 | NT$6.9t | NT$12.1t | NT$325.6b | 18.6x | 21.1x | 0.6x |
| Thu, 31 Aug 2023 | NT$6.7t | NT$12.1t | NT$321.5b | 18.1x | 20.8x | 0.6x |
| Sat, 29 Jul 2023 | NT$7.0t | NT$12.4t | NT$343.8b | 17.9x | 20.2x | 0.6x |
| Mon, 26 Jun 2023 | NT$6.9t | NT$12.5t | NT$355.9b | 16.9x | 19.3x | 0.6x |
19.3x
Which industries have driven the changes within the Taiwanese Tech industry?
| TW Market | 7.79% | |
| Tech | 8.27% | |
| Electronic Equipment and Components | 8.59% | |
| Electronic Components | 10.13% | |
| Electronic Equipment and Instruments | 6.13% | |
| Electronic Manufacturing Services | 3.83% | |
| Technology Distributors | 3.34% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 2327 Yageo | NT$1.08k | 28.3% +NT$489.4b | 837.1% | PE85.1x | |
| 3037 Unimicron Technology | NT$971.00 | 13.7% +NT$185.8b | 866.2% | PE142.8x | |
| 2317 Hon Hai Precision Industry | NT$270.50 | 4.6% +NT$168.3b | 75.6% | PE19.2x | |
| 2383 Elite Material | NT$5.50k | 7.9% +NT$143.3b | 550.3% | PE119.2x | |
| 3481 Innolux | NT$64.40 | 37.2% +NT$139.3b | 443.5% | PE560.7x |