Narrative Update • Aug 18
Over the last 7 days, the Electronic Equipment and Components industry has dropped 4.6%, driven by pullbacks in Delta Electronics and Elite Material of 8.0% and 14%, respectively. Meanwhile, Largan Precision actually outperformed within the industry, gaining 6.2% in the last week. In the past year, the industry has gained 116%. 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 |
|---|---|---|---|---|---|---|
| Tue, 25 Aug 2026 | NT$22.7t | NT$18.2t | NT$682.2b | 26x | 33.2x | 1.2x |
| Thu, 23 Jul 2026 | NT$23.2t | NT$16.5t | NT$551.1b | 34.9x | 42.1x | 1.4x |
| Sat, 20 Jun 2026 | NT$26.8t | NT$16.5t | NT$551.3b | 42.8x | 48.6x | 1.6x |
| Mon, 18 May 2026 | NT$22.5t | NT$16.4t | NT$553.0b | 31.3x | 40.6x | 1.4x |
| Wed, 15 Apr 2026 | NT$18.6t | NT$15.4t | NT$513.0b | 28.6x | 36.2x | 1.2x |
| Fri, 13 Mar 2026 | NT$15.7t | NT$14.9t | NT$503.3b | 25x | 31.3x | 1.1x |
| Sun, 08 Feb 2026 | NT$13.9t | NT$14.7t | NT$493.9b | 23.2x | 28.1x | 0.9x |
| Tue, 06 Jan 2026 | NT$12.9t | NT$14.7t | NT$493.9b | 22.7x | 26.2x | 0.9x |
| Thu, 04 Dec 2025 | NT$12.4t | NT$14.7t | NT$493.9b | 21.5x | 25.2x | 0.8x |
| Sat, 01 Nov 2025 | NT$12.8t | NT$14.4t | NT$468.1b | 22.1x | 27.3x | 0.9x |
| Mon, 29 Sep 2025 | NT$11.4t | NT$14.4t | NT$460.5b | 22.6x | 24.7x | 0.8x |
| Wed, 27 Aug 2025 | NT$10.8t | NT$14.4t | NT$460.2b | 22.9x | 23.5x | 0.8x |
| Fri, 25 Jul 2025 | NT$9.2t | NT$14.0t | NT$472.8b | 18.7x | 19.4x | 0.7x |
| Sun, 22 Jun 2025 | NT$8.1t | NT$14.0t | NT$473.0b | 18.7x | 17.2x | 0.6x |
| Tue, 20 May 2025 | NT$7.9t | NT$14.0t | NT$472.7b | 18.9x | 16.8x | 0.6x |
| Thu, 17 Apr 2025 | NT$7.1t | NT$13.4t | NT$427.9b | 17.5x | 16.6x | 0.5x |
| Sat, 15 Mar 2025 | NT$8.6t | NT$13.1t | NT$427.3b | 22.4x | 20.2x | 0.7x |
| Mon, 10 Feb 2025 | NT$9.0t | NT$12.9t | NT$404.9b | 23.4x | 22.3x | 0.7x |
| Wed, 08 Jan 2025 | NT$9.3t | NT$12.9t | NT$404.8b | 23.1x | 22.9x | 0.7x |
| Fri, 06 Dec 2024 | NT$9.3t | NT$12.9t | NT$405.2b | 23.9x | 23x | 0.7x |
| Sun, 03 Nov 2024 | NT$9.3t | NT$12.3t | NT$398.8b | 23.4x | 23.3x | 0.8x |
| Tue, 01 Oct 2024 | NT$9.0t | NT$12.3t | NT$394.1b | 23x | 22.8x | 0.7x |
| Thu, 29 Aug 2024 | NT$9.2t | NT$12.3t | NT$394.6b | 23.2x | 23.3x | 0.7x |
| Sat, 27 Jul 2024 | NT$9.2t | NT$11.7t | NT$365.5b | 24.2x | 25.1x | 0.8x |
| Mon, 24 Jun 2024 | NT$9.6t | NT$11.7t | NT$365.3b | 25.2x | 26.4x | 0.8x |
| Wed, 22 May 2024 | NT$8.4t | NT$11.7t | NT$364.9b | 23.6x | 23.1x | 0.7x |
| Fri, 19 Apr 2024 | NT$8.0t | NT$11.7t | NT$329.3b | 24.3x | 24.2x | 0.7x |
| Sun, 17 Mar 2024 | NT$7.7t | NT$11.7t | NT$329.3b | 22.4x | 23.4x | 0.7x |
| Tue, 13 Feb 2024 | NT$7.1t | NT$11.8t | NT$308.4b | 21.5x | 23x | 0.6x |
| Thu, 11 Jan 2024 | NT$6.8t | NT$11.8t | NT$306.5b | 20.6x | 22.1x | 0.6x |
| Sat, 09 Dec 2023 | NT$6.9t | NT$11.8t | NT$306.5b | 21.6x | 22.6x | 0.6x |
| Mon, 06 Nov 2023 | NT$6.5t | NT$12.1t | NT$320.4b | 18.6x | 20.3x | 0.5x |
| Wed, 04 Oct 2023 | NT$6.9t | NT$12.1t | NT$325.6b | 18.5x | 21.1x | 0.6x |
| Fri, 01 Sep 2023 | NT$6.7t | NT$12.1t | NT$321.6b | 18.2x | 20.9x | 0.6x |
20.9x
Which industries have driven the changes within the Taiwanese Tech industry?
| TW Market | -2.42% | |
| Tech | -3.06% | |
| Electronic Equipment and Components | -6.82% | |
| Technology Distributors | -1.08% | |
| Electronic Manufacturing Services | -4.40% | |
| Electronic Components | -7.38% | |
| Electronic Equipment and Instruments | -9.78% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 3008 Largan Precision | NT$5.39k | 6.2% +NT$41.2b | 127.2% | PE28.6x | |
| 1815 Fulltech Fiber Glass | NT$107.50 | 11.4% +NT$6.4b | 57.4% | PE31.1x | |
| 2486 I-Chiun Precision Industry | NT$249.00 | 4.6% +NT$2.6b | 215.2% | PE215.2x | |
| 3023 SINBON Electronics | NT$318.00 | 2.4% +NT$1.8b | 40.1% | PE23.8x | |
| 2313 Compeq Manufacturing | NT$212.50 | 0.7% +NT$1.8b | 178.9% | PE34.2x |