Narrative Update • Jun 09
Over the last 7 days, the Electronic Equipment and Components industry has dropped 1.0%, driven by declines in Delta Electronics and Hon Hai Precision Industry of 10% and 15%, respectively. In the past year, the industry has gained 214%. 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 |
|---|---|---|---|---|---|---|
| Thu, 11 Jun 2026 | NT$24.8t | NT$16.5t | NT$550.9b | 40x | 45x | 1.5x |
| Sat, 09 May 2026 | NT$22.5t | NT$15.5t | NT$531.3b | 30.3x | 42.4x | 1.5x |
| Mon, 06 Apr 2026 | NT$15.9t | NT$15.4t | NT$513.0b | 24.2x | 31x | 1x |
| Wed, 04 Mar 2026 | NT$15.7t | NT$14.8t | NT$507.5b | 24.1x | 30.9x | 1.1x |
| Fri, 30 Jan 2026 | NT$14.4t | NT$14.7t | NT$494.0b | 23.8x | 29.1x | 1x |
| Sun, 28 Dec 2025 | NT$12.6t | NT$14.7t | NT$493.9b | 22.1x | 25.5x | 0.9x |
| Tue, 25 Nov 2025 | NT$11.7t | NT$14.7t | NT$493.5b | 20.3x | 23.7x | 0.8x |
| Thu, 23 Oct 2025 | NT$12.4t | NT$14.4t | NT$461.0b | 22.3x | 26.8x | 0.9x |
| Sat, 20 Sep 2025 | NT$11.6t | NT$14.4t | NT$460.5b | 23.6x | 25.1x | 0.8x |
| Mon, 18 Aug 2025 | NT$10.6t | NT$14.4t | NT$460.5b | 22.4x | 23.1x | 0.7x |
| Wed, 16 Jul 2025 | NT$8.8t | NT$14.0t | NT$473.0b | 19.1x | 18.7x | 0.6x |
| Fri, 13 Jun 2025 | NT$8.3t | NT$14.0t | NT$473.0b | 19x | 17.6x | 0.6x |
| Sun, 11 May 2025 | NT$7.8t | NT$13.5t | NT$443.9b | 18.7x | 17.5x | 0.6x |
| Tue, 08 Apr 2025 | NT$7.3t | NT$13.4t | NT$427.7b | 17.1x | 17x | 0.5x |
| Thu, 06 Mar 2025 | NT$8.9t | NT$13.0t | NT$412.1b | 24.3x | 21.5x | 0.7x |
| Sat, 01 Feb 2025 | NT$9.1t | NT$12.9t | NT$404.8b | 22.7x | 22.4x | 0.7x |
| Mon, 30 Dec 2024 | NT$9.2t | NT$12.9t | NT$404.8b | 23.5x | 22.8x | 0.7x |
| Wed, 27 Nov 2024 | NT$9.2t | NT$12.9t | NT$404.2b | 23.5x | 22.9x | 0.7x |
| Fri, 25 Oct 2024 | NT$9.5t | NT$12.3t | NT$394.6b | 23.5x | 24x | 0.8x |
| Sun, 22 Sep 2024 | NT$8.9t | NT$12.3t | NT$394.1b | 23.2x | 22.6x | 0.7x |
| Tue, 20 Aug 2024 | NT$9.1t | NT$12.3t | NT$394.8b | 22.9x | 23.1x | 0.7x |
| Thu, 18 Jul 2024 | NT$10.0t | NT$11.7t | NT$365.5b | 26.1x | 27.3x | 0.8x |
| Sat, 15 Jun 2024 | NT$9.2t | NT$11.7t | NT$365.0b | 24.9x | 25.3x | 0.8x |
| Mon, 13 May 2024 | NT$8.4t | NT$11.9t | NT$344.3b | 23.7x | 24.3x | 0.7x |
| Wed, 10 Apr 2024 | NT$8.4t | NT$11.7t | NT$329.1b | 25.2x | 25.6x | 0.7x |
| Fri, 08 Mar 2024 | NT$7.5t | NT$11.8t | NT$317.4b | 22.6x | 23.5x | 0.6x |
| Sun, 04 Feb 2024 | NT$7.0t | NT$11.8t | NT$306.5b | 21.4x | 23x | 0.6x |
| Tue, 02 Jan 2024 | NT$7.1t | NT$11.8t | NT$306.5b | 21.6x | 23.2x | 0.6x |
| Thu, 30 Nov 2023 | NT$6.9t | NT$11.8t | NT$306.5b | 21.3x | 22.6x | 0.6x |
| Sat, 28 Oct 2023 | NT$6.4t | NT$12.1t | NT$319.4b | 17.9x | 20x | 0.5x |
| Mon, 25 Sep 2023 | NT$6.8t | NT$12.1t | NT$325.6b | 18.4x | 20.8x | 0.6x |
| Wed, 23 Aug 2023 | NT$6.6t | NT$12.1t | NT$321.4b | 17.8x | 20.5x | 0.5x |
| Fri, 21 Jul 2023 | NT$6.9t | NT$12.5t | NT$352.7b | 17.6x | 19.4x | 0.6x |
| Sun, 18 Jun 2023 | NT$6.9t | NT$12.5t | NT$356.0b | 16.6x | 19.3x | 0.6x |
19.3x
Which industries have driven the changes within the Taiwanese Tech industry?
| TW Market | -7.08% | |
| Tech | -8.55% | |
| Electronic Equipment and Components | -8.68% | |
| Electronic Components | -7.09% | |
| Technology Distributors | -8.06% | |
| Electronic Equipment and Instruments | -11.31% | |
| Electronic Manufacturing Services | -14.70% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 2327 Yageo | NT$840.00 | 13.1% +NT$199.5b | 589.9% | PE66.2x | |
| 2383 Elite Material | NT$5.06k | 4.7% +NT$80.6b | 489.2% | PE109.6x | |
| 3008 Largan Precision | NT$4.18k | 9.2% +NT$46.4b | 77.3% | PE26.4x | |
| 4958 Zhen Ding Technology Holding | NT$521.00 | 5.8% +NT$30.5b | 415.8% | PE73.5x | |
| 8021 Topoint Technology | NT$563.00 | 27.7% +NT$17.3b | 1,676.0% | PE158x |