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Taiwanese (TAIEX) Electronic Equipment and Components Industry Analysis

UpdatedMay 10, 2024
DataAggregated Company Financials
Companies341
  • 7D3.6%
  • 3M18.4%
  • 1Y33.6%
  • YTD18.0%

The Electronic Equipment and Components industry is up 3.6% in the last week, with Hon Hai Precision Industry up 8.7%. Meanwhile, WT Microelectronics actually underperformed within the industry, shrinking 19% in the last week. In the last 12 months, the industry was up 34%. As for the next few years, earnings are expected to grow by 21% per annum.

Industry Valuation and Performance

Has the Taiwanese Electronic Equipment and Components Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 10 May 2024NT$8.4tNT$11.8tNT$331.1b24.5x25.4x0.7x
Sun, 07 Apr 2024NT$8.4tNT$11.7tNT$329.1b25x25.6x0.7x
Tue, 05 Mar 2024NT$7.4tNT$11.9tNT$317.6b22.7x23.4x0.6x
Thu, 01 Feb 2024NT$7.0tNT$11.8tNT$306.5b21.4x22.8x0.6x
Sat, 30 Dec 2023NT$7.1tNT$11.8tNT$306.5b21.6x23.2x0.6x
Mon, 27 Nov 2023NT$6.8tNT$11.8tNT$306.6b21.3x22.3x0.6x
Wed, 25 Oct 2023NT$6.5tNT$12.1tNT$319.6b18.1x20.3x0.5x
Fri, 22 Sep 2023NT$6.7tNT$12.1tNT$325.6b18x20.6x0.6x
Sun, 20 Aug 2023NT$6.6tNT$12.1tNT$321.4b17.9x20.5x0.5x
Tue, 18 Jul 2023NT$6.9tNT$12.5tNT$352.6b17.8x19.7x0.6x
Thu, 15 Jun 2023NT$6.8tNT$12.5tNT$355.9b16.6x19.2x0.5x
Sat, 13 May 2023NT$6.2tNT$12.6tNT$415.2b14.3x14.8x0.5x
Mon, 10 Apr 2023NT$6.2tNT$12.7tNT$436.1b13.9x14.2x0.5x
Wed, 08 Mar 2023NT$6.2tNT$12.7tNT$451.9b12.9x13.8x0.5x
Fri, 03 Feb 2023NT$6.0tNT$12.7tNT$495.3b11.9x12.1x0.5x
Sun, 01 Jan 2023NT$5.7tNT$12.7tNT$495.3b10.9x11.5x0.4x
Tue, 29 Nov 2022NT$5.9tNT$12.7tNT$495.2b11x12x0.5x
Thu, 27 Oct 2022NT$5.4tNT$12.4tNT$529.9b10.2x10.2x0.4x
Sat, 24 Sep 2022NT$5.9tNT$12.4tNT$529.7b11.8x11x0.5x
Mon, 22 Aug 2022NT$6.3tNT$12.4tNT$529.8b12.8x11.8x0.5x
Wed, 20 Jul 2022NT$5.9tNT$12.3tNT$565.5b12.6x10.4x0.5x
Fri, 17 Jun 2022NT$6.2tNT$12.3tNT$565.7b13.3x10.9x0.5x
Sun, 15 May 2022NT$6.1tNT$12.2tNT$574.9b13.4x10.7x0.5x
Tue, 12 Apr 2022NT$6.5tNT$12.1tNT$572.5b15.4x11.3x0.5x
Thu, 10 Mar 2022NT$6.5tNT$12.2tNT$566.5b16.1x11.5x0.5x
Sat, 05 Feb 2022NT$6.6tNT$12.1tNT$562.7b17.2x11.8x0.6x
Mon, 03 Jan 2022NT$7.1tNT$12.1tNT$562.7b18.8x12.7x0.6x
Wed, 01 Dec 2021NT$6.7tNT$12.1tNT$562.4b18.8x12x0.6x
Fri, 29 Oct 2021NT$6.4tNT$11.7tNT$500.4b16x12.8x0.5x
Sun, 26 Sep 2021NT$6.4tNT$11.7tNT$497.7b16.1x12.9x0.5x
Tue, 24 Aug 2021NT$6.4tNT$11.7tNT$497.7b15.8x12.8x0.5x
Wed, 30 Jun 2021NT$6.9tNT$11.7tNT$497.7b16.8x13.8x0.6x
Price to Earnings Ratio

15.6x


Total Market Cap: NT$6.7tTotal Earnings: NT$428.0bTotal Revenue: NT$11.1tTotal Market Cap vs Earnings and Revenue0%0%0%
Taiwanese Electronic Equipment and Components Industry Price to Earnings3Y Average 15.4x202220232024
Current Industry PE
  • Investors are optimistic on the Taiwanese Electronic industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 25.4x which is higher than its 3-year average PE of 15.4x.
  • The industry is trading close to its 3-year average PS ratio of 0.54x.
Past Earnings Growth
  • The earnings for companies in the Electronic industry have declined 8.2% per year over the last three years.
  • Meanwhile revenues have remained mostly flat.
  • This means that although sales have remained flat, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.

Industry Trends

Which industries have driven the changes within the Taiwanese Tech industry?

TW Market1.40%
Tech2.46%
Electronic Equipment and Components3.57%
Electronic Manufacturing Services9.92%
Electronic Components1.92%
Electronic Equipment and Instruments0.76%
Technology Distributors-4.17%
Industry PE
  • Investors are most optimistic about the Electronic Components industry which is trading above its 3-year average PE ratio of 19.9x.
    • Analysts are expecting annual earnings growth of 29.6%, which is higher than its past year's earnings decline of 20.1% per year.
  • Investors are most pessimistic about the Electronic Manufacturing Services industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 11.1x.
Forecasted Growth
  • Analysts are most optimistic on the Electronic Components industry, expecting annual earnings growth of 30% over the next 5 years.
  • This is better than its past earnings decline of 20% per year.
  • In contrast, the Electronic Manufacturing Services industry is expected to see its earnings grow by 9.2% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
2317 Hon Hai Precision IndustryNT$169.508.7%
+NT$187.1b		65.4%PE16.5x
3037 Unimicron TechnologyNT$190.008.0%
+NT$21.3b		18.8%PE28.1x
3044 Tripod TechnologyNT$225.0014.8%
+NT$15.2b		107.4%PE17.5x
2347 Synnex Technology InternationalNT$85.907.1%
+NT$9.5b		36.8%PE19.7x
3533 LotesNT$1.50k5.3%
+NT$8.4b		67.0%PE29.9x
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3036

NT$121.50

WT Microelectronics

7D

-19.0%

1Y

88.4%

6805

NT$656.00

Fositek

7D

-15.9%

1Y

196.8%

8112

NT$79.10

Supreme Electronics

7D

-15.8%

1Y

76.0%

3044

NT$225.00

Tripod Technology

7D

14.8%

1Y

107.4%

2313

NT$72.50

Compeq Manufacturing

7D

-7.1%

1Y

72.4%

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May 08
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8046

NT$190.00

Nan Ya Printed Circuit Board

7D

3.0%

1Y

-33.8%

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May 08
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2317

NT$169.50

Hon Hai Precision Industry

7D

8.7%

1Y

65.4%

3533

NT$1,500.00

Lotes

7D

5.3%

1Y

67.0%

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May 07
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2347

NT$85.90

Synnex Technology International

7D

7.1%

1Y

36.8%

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May 06
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4958

NT$120.00

Zhen Ding Technology Holding

7D

3.9%

1Y

14.3%

2308

NT$319.00

Delta Electronics

7D

-2.6%

1Y

7.2%

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May 03
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8069

NT$210.50

E Ink Holdings

7D

-3.2%

1Y

9.1%

2409

NT$17.50

AUO

7D

-4.1%

1Y

3.2%

3030

NT$123.50

Test Research

7D

11.8%

1Y

96.0%

3037

NT$190.00

Unimicron Technology

7D

8.0%

1Y

18.8%

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Apr 25
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2327

NT$635.00

Yageo

7D

-3.1%

1Y

28.0%

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Apr 22
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