Narrative Update • Jul 01
Over the last 7 days, the Electronic Equipment and Components industry has dropped 5.8%, driven by Yageo declining 15%. In contrast, Nan Ya Printed Circuit Board has gained 6.1%. Over the past 12 months, the industry was up 173%. 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 |
|---|---|---|---|---|---|---|
| Sat, 11 Jul 2026 | NT$24.1t | NT$16.5t | NT$551.1b | 39.3x | 43.7x | 1.5x |
| Mon, 08 Jun 2026 | NT$25.8t | NT$16.5t | NT$550.8b | 41.4x | 46.9x | 1.6x |
| Wed, 06 May 2026 | NT$22.4t | NT$15.5t | NT$528.6b | 29.5x | 42.5x | 1.5x |
| Fri, 03 Apr 2026 | NT$15.9t | NT$15.4t | NT$512.7b | 24.2x | 31.1x | 1x |
| Sun, 01 Mar 2026 | NT$16.4t | NT$14.8t | NT$507.6b | 24.8x | 32.3x | 1.1x |
| Tue, 27 Jan 2026 | NT$14.3t | NT$14.7t | NT$494.0b | 24.4x | 29x | 1x |
| Thu, 25 Dec 2025 | NT$12.5t | NT$14.7t | NT$493.9b | 21.9x | 25.3x | 0.9x |
| Sat, 22 Nov 2025 | NT$11.7t | NT$14.7t | NT$494.0b | 20.1x | 23.8x | 0.8x |
| Mon, 20 Oct 2025 | NT$11.9t | NT$14.4t | NT$461.0b | 21.5x | 25.8x | 0.8x |
| Wed, 17 Sep 2025 | NT$11.3t | NT$14.4t | NT$460.5b | 22.8x | 24.6x | 0.8x |
| Fri, 15 Aug 2025 | NT$10.4t | NT$14.1t | NT$464.7b | 21.7x | 22.4x | 0.7x |
| Sun, 13 Jul 2025 | NT$8.7t | NT$14.0t | NT$473.0b | 19.3x | 18.4x | 0.6x |
| Tue, 10 Jun 2025 | NT$8.2t | NT$14.0t | NT$472.9b | 18.7x | 17.3x | 0.6x |
| Thu, 08 May 2025 | NT$7.6t | NT$13.4t | NT$442.1b | 18.3x | 17.2x | 0.6x |
| Sat, 05 Apr 2025 | NT$8.1t | NT$13.4t | NT$427.7b | 19.2x | 18.9x | 0.6x |
| Mon, 03 Mar 2025 | NT$9.0t | NT$13.0t | NT$412.1b | 24.1x | 21.7x | 0.7x |
| Wed, 29 Jan 2025 | NT$9.1t | NT$12.9t | NT$404.8b | 22.7x | 22.4x | 0.7x |
| Fri, 27 Dec 2024 | NT$9.2t | NT$12.9t | NT$405.3b | 23.2x | 22.6x | 0.7x |
| Sun, 24 Nov 2024 | NT$9.2t | NT$12.9t | NT$404.8b | 22.5x | 22.8x | 0.7x |
| Tue, 22 Oct 2024 | NT$9.5t | NT$12.3t | NT$394.2b | 23.7x | 24x | 0.8x |
| Thu, 19 Sep 2024 | NT$8.7t | NT$12.3t | NT$394.2b | 22.7x | 22.1x | 0.7x |
| Sat, 17 Aug 2024 | NT$9.1t | NT$12.3t | NT$391.9b | 23.4x | 23.1x | 0.7x |
| Mon, 15 Jul 2024 | NT$10.0t | NT$11.7t | NT$365.5b | 25.7x | 27.3x | 0.9x |
| Wed, 12 Jun 2024 | NT$8.8t | NT$11.7t | NT$365.0b | 24.3x | 24x | 0.7x |
| Fri, 10 May 2024 | NT$8.4t | NT$11.8t | NT$331.1b | 24.5x | 25.4x | 0.7x |
| Sun, 07 Apr 2024 | NT$8.4t | NT$11.7t | NT$329.1b | 25x | 25.6x | 0.7x |
| Tue, 05 Mar 2024 | NT$7.4t | NT$11.9t | NT$317.6b | 22.7x | 23.4x | 0.6x |
| Thu, 01 Feb 2024 | NT$7.0t | NT$11.8t | NT$306.5b | 21.4x | 22.8x | 0.6x |
| Sat, 30 Dec 2023 | NT$7.1t | NT$11.8t | NT$306.5b | 21.6x | 23.2x | 0.6x |
| Mon, 27 Nov 2023 | NT$6.8t | NT$11.8t | NT$306.6b | 21.3x | 22.3x | 0.6x |
| Wed, 25 Oct 2023 | NT$6.5t | NT$12.1t | NT$319.6b | 18.1x | 20.3x | 0.5x |
| Fri, 22 Sep 2023 | NT$6.7t | NT$12.1t | NT$325.6b | 18x | 20.6x | 0.6x |
| Sun, 20 Aug 2023 | NT$6.6t | NT$12.1t | NT$321.4b | 17.9x | 20.5x | 0.5x |
| Tue, 18 Jul 2023 | NT$6.9t | NT$12.5t | NT$352.6b | 17.8x | 19.7x | 0.6x |
19.7x
Which industries have driven the changes within the Taiwanese Tech industry?
| TW Market | -2.96% | |
| Tech | -3.72% | |
| Electronic Equipment and Components | -5.81% | |
| Electronic Manufacturing Services | -0.51% | |
| Technology Distributors | -4.32% | |
| Electronic Components | -6.41% | |
| Electronic Equipment and Instruments | -11.06% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 8046 Nan Ya Printed Circuit Board | NT$1.22k | 2.5% +NT$19.4b | 740.8% | PE257.6x | |
| 2409 AUO | NT$31.45 | 4.8% +NT$10.9b | 157.8% | PE98.6x | |
| 3211 Dynapack International Technology | NT$454.00 | 13.2% +NT$8.2b | 84.2% | PE45.8x | |
| 3026 Holy Stone EnterpriseLtd | NT$1.01k | 1.7% +NT$2.8b | 1,188.5% | PE129.5x | |
| 2486 I-Chiun Precision Industry | NT$259.00 | 4.0% +NT$2.3b | 231.6% | PE504.4x |