Narrative Update • Aug 24
Over the last 7 days, the Electronic Equipment and Components industry has dropped 6.8%, driven by Delta Electronics declining 6.0%. Meanwhile, Largan Precision actually outperformed within the industry, gaining 8.1% in the last week. In the past year, the industry has gained 108%. As for the next few years, earnings are expected to grow by 34% per annum.
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, 26 Aug 2026 | NT$22.8t | NT$18.2t | NT$682.2b | 25.6x | 33.4x | 1.3x |
| Fri, 24 Jul 2026 | NT$23.2t | NT$16.5t | NT$551.1b | 34.4x | 42.1x | 1.4x |
| Sun, 21 Jun 2026 | NT$26.8t | NT$16.5t | NT$551.2b | 42.8x | 48.6x | 1.6x |
| Tue, 19 May 2026 | NT$22.4t | NT$16.4t | NT$546.7b | 33.3x | 41x | 1.4x |
| Thu, 16 Apr 2026 | NT$19.0t | NT$15.4t | NT$513.0b | 28.7x | 37.1x | 1.2x |
| Sat, 14 Mar 2026 | NT$16.0t | NT$14.9t | NT$507.5b | 25x | 31.5x | 1.1x |
| Mon, 09 Feb 2026 | NT$13.9t | NT$14.7t | NT$493.9b | 23.2x | 28.1x | 0.9x |
| Wed, 07 Jan 2026 | NT$13.2t | NT$14.7t | NT$493.9b | 23.4x | 26.8x | 0.9x |
| Fri, 05 Dec 2025 | NT$12.5t | NT$14.7t | NT$493.9b | 21.6x | 25.2x | 0.8x |
| Sun, 02 Nov 2025 | NT$12.8t | NT$14.4t | NT$473.2b | 22.3x | 27x | 0.9x |
| Tue, 30 Sep 2025 | NT$11.4t | NT$14.4t | NT$460.5b | 22.6x | 24.7x | 0.8x |
| Thu, 28 Aug 2025 | NT$11.0t | NT$14.4t | NT$459.9b | 22.8x | 23.9x | 0.8x |
| Sat, 26 Jul 2025 | NT$9.2t | NT$14.0t | NT$472.7b | 18.8x | 19.4x | 0.7x |
| Mon, 23 Jun 2025 | NT$8.1t | NT$14.0t | NT$473.0b | 18.7x | 17.2x | 0.6x |
| Wed, 21 May 2025 | NT$7.9t | NT$14.0t | NT$473.1b | 18.9x | 16.8x | 0.6x |
| Fri, 18 Apr 2025 | NT$7.1t | NT$13.4t | NT$427.9b | 17.5x | 16.5x | 0.5x |
| Sun, 16 Mar 2025 | NT$8.6t | NT$13.1t | NT$428.2b | 22.2x | 20.2x | 0.7x |
| Tue, 11 Feb 2025 | NT$8.9t | NT$12.9t | NT$404.9b | 23.5x | 22x | 0.7x |
| Thu, 09 Jan 2025 | NT$9.2t | NT$12.9t | NT$404.8b | 23.2x | 22.8x | 0.7x |
| Sat, 07 Dec 2024 | NT$9.3t | NT$12.9t | NT$405.1b | 23.5x | 22.9x | 0.7x |
| Mon, 04 Nov 2024 | NT$9.3t | NT$12.3t | NT$399.6b | 23.4x | 23.2x | 0.8x |
| Wed, 02 Oct 2024 | NT$9.0t | NT$12.3t | NT$394.2b | 22.9x | 22.9x | 0.7x |
| Fri, 30 Aug 2024 | NT$9.2t | NT$12.3t | NT$394.4b | 23.1x | 23.4x | 0.8x |
| Sun, 28 Jul 2024 | NT$9.2t | NT$11.7t | NT$365.5b | 24.2x | 25.1x | 0.8x |
| Tue, 25 Jun 2024 | NT$9.5t | NT$11.7t | NT$365.3b | 25.1x | 25.9x | 0.8x |
| Thu, 23 May 2024 | NT$8.5t | NT$11.7t | NT$364.9b | 24.1x | 23.4x | 0.7x |
| Sat, 20 Apr 2024 | NT$8.0t | NT$11.7t | NT$329.3b | 24.3x | 24.2x | 0.7x |
| Mon, 18 Mar 2024 | NT$7.7t | NT$11.7t | NT$329.7b | 22.4x | 23.4x | 0.7x |
| Wed, 14 Feb 2024 | NT$7.1t | NT$11.8t | NT$308.4b | 21.5x | 23x | 0.6x |
| Fri, 12 Jan 2024 | NT$6.8t | NT$11.8t | NT$306.5b | 20.8x | 22.1x | 0.6x |
| Sun, 10 Dec 2023 | NT$6.9t | NT$11.8t | NT$306.5b | 21.6x | 22.6x | 0.6x |
| Tue, 07 Nov 2023 | NT$6.6t | NT$12.1t | NT$320.2b | 18.6x | 20.6x | 0.5x |
| Thu, 05 Oct 2023 | NT$6.9t | NT$12.1t | NT$325.6b | 18.7x | 21.1x | 0.6x |
| Sat, 02 Sep 2023 | NT$6.8t | NT$12.1t | NT$321.8b | 18.4x | 21x | 0.6x |
21x
Which industries have driven the changes within the Taiwanese Tech industry?
| TW Market | -0.30% | |
| Tech | -0.63% | |
| Electronic Equipment and Components | -4.20% | |
| Technology Distributors | 0.31% | |
| Electronic Manufacturing Services | -2.28% | |
| Electronic Components | -4.34% | |
| Electronic Equipment and Instruments | -9.68% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 3008 Largan Precision | NT$6.29k | 13.3% +NT$96.8b | 162.6% | PE33.5x | |
| 3037 Unimicron Technology | NT$1.16k | 2.2% +NT$41.0b | 659.9% | PE79.3x | |
| 6213 ITEQ | NT$583.00 | 20.5% +NT$36.0b | 357.3% | PE90.3x | |
| 2317 Hon Hai Precision Industry | NT$247.50 | 1.0% +NT$35.1b | 19.0% | PE16.3x | |
| 2313 Compeq Manufacturing | NT$221.50 | 6.7% +NT$16.7b | 182.9% | PE35.7x |