Narrative Update • Aug 26
Over the last 7 days, the Electronic Equipment and Components industry has risen 1.9%, driven by gains from Largan Precision of 25%. Meanwhile, Elite Material actually underperformed within the industry, shrinking 8.1% in the last week. This takes the industry's 12 month performance to a gain of 113%. 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 |
|---|---|---|---|---|---|---|
| Fri, 28 Aug 2026 | NT$23.8t | NT$18.2t | NT$683.0b | 26x | 34.9x | 1.3x |
| Sun, 26 Jul 2026 | NT$22.1t | NT$16.5t | NT$551.2b | 33.7x | 40.1x | 1.3x |
| Tue, 23 Jun 2026 | NT$27.0t | NT$16.5t | NT$551.2b | 43.6x | 49.1x | 1.6x |
| Thu, 21 May 2026 | NT$22.0t | NT$16.5t | NT$550.9b | 34.1x | 40x | 1.3x |
| Sat, 18 Apr 2026 | NT$19.5t | NT$15.4t | NT$515.5b | 29.2x | 37.8x | 1.3x |
| Mon, 16 Mar 2026 | NT$16.0t | NT$15.0t | NT$508.3b | 25.6x | 31.4x | 1.1x |
| Wed, 11 Feb 2026 | NT$14.4t | NT$14.7t | NT$493.9b | 23.1x | 29.1x | 1x |
| Fri, 09 Jan 2026 | NT$12.9t | NT$14.7t | NT$493.9b | 23x | 26.1x | 0.9x |
| Sun, 07 Dec 2025 | NT$12.5t | NT$14.7t | NT$493.9b | 21.3x | 25.3x | 0.9x |
| Tue, 04 Nov 2025 | NT$12.7t | NT$14.4t | NT$473.6b | 22.5x | 26.9x | 0.9x |
| Thu, 02 Oct 2025 | NT$11.6t | NT$14.4t | NT$460.5b | 22.9x | 25.1x | 0.8x |
| Sat, 30 Aug 2025 | NT$11.0t | NT$14.4t | NT$459.9b | 23.4x | 23.9x | 0.8x |
| Mon, 28 Jul 2025 | NT$9.2t | NT$14.0t | NT$471.9b | 18.8x | 19.4x | 0.7x |
| Wed, 25 Jun 2025 | NT$8.4t | NT$14.0t | NT$473.0b | 18.9x | 17.7x | 0.6x |
| Fri, 23 May 2025 | NT$8.0t | NT$14.0t | NT$473.0b | 19.1x | 16.9x | 0.6x |
| Sun, 20 Apr 2025 | NT$7.1t | NT$13.4t | NT$427.9b | 17.5x | 16.6x | 0.5x |
| Tue, 18 Mar 2025 | NT$8.7t | NT$13.1t | NT$430.3b | 22.3x | 20.2x | 0.7x |
| Thu, 13 Feb 2025 | NT$8.9t | NT$12.9t | NT$404.9b | 22.9x | 22x | 0.7x |
| Sat, 11 Jan 2025 | NT$9.0t | NT$12.9t | NT$404.8b | 22.2x | 22.2x | 0.7x |
| Mon, 09 Dec 2024 | NT$9.3t | NT$12.9t | NT$405.1b | 23.5x | 22.9x | 0.7x |
| Wed, 06 Nov 2024 | NT$9.4t | NT$12.3t | NT$398.8b | 23.6x | 23.5x | 0.8x |
| Fri, 04 Oct 2024 | NT$9.0t | NT$12.3t | NT$394.2b | 22.9x | 22.9x | 0.7x |
| Sun, 01 Sep 2024 | NT$9.3t | NT$12.3t | NT$394.3b | 23.3x | 23.5x | 0.8x |
| Tue, 30 Jul 2024 | NT$9.1t | NT$11.7t | NT$365.5b | 23.2x | 24.9x | 0.8x |
| Thu, 27 Jun 2024 | NT$9.6t | NT$11.7t | NT$365.3b | 25.4x | 26.2x | 0.8x |
| Sat, 25 May 2024 | NT$8.7t | NT$11.7t | NT$364.9b | 23.4x | 23.8x | 0.7x |
| Mon, 22 Apr 2024 | NT$7.7t | NT$11.7t | NT$333.5b | 23.5x | 23.2x | 0.7x |
| Wed, 20 Mar 2024 | NT$7.9t | NT$11.7t | NT$329.4b | 23.2x | 24x | 0.7x |
| Fri, 16 Feb 2024 | NT$7.2t | NT$11.8t | NT$308.4b | 21.7x | 23.3x | 0.6x |
| Sun, 14 Jan 2024 | NT$6.8t | NT$11.8t | NT$306.5b | 20.8x | 22.2x | 0.6x |
| Tue, 12 Dec 2023 | NT$6.9t | NT$11.8t | NT$306.5b | 21.7x | 22.6x | 0.6x |
| Thu, 09 Nov 2023 | NT$6.6t | NT$12.1t | NT$318.4b | 18.8x | 20.7x | 0.5x |
| Sat, 07 Oct 2023 | NT$6.8t | NT$12.1t | NT$325.6b | 18.5x | 21x | 0.6x |
| Mon, 04 Sep 2023 | NT$6.7t | NT$12.1t | NT$321.9b | 18.4x | 20.9x | 0.6x |
20.9x
Which industries have driven the changes within the Taiwanese Tech industry?
| TW Market | 2.34% | |
| Tech | 2.24% | |
| Electronic Equipment and Components | 1.87% | |
| Electronic Components | 2.36% | |
| Electronic Manufacturing Services | 2.31% | |
| Technology Distributors | -1.63% | |
| Electronic Equipment and Instruments | -2.18% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 2308 Delta Electronics | NT$1.83k | 4.6% +NT$207.8b | 157.4% | PE58.2x | |
| 3008 Largan Precision | NT$7.07k | 25.9% +NT$190.3b | 193.8% | PE37.6x | |
| 2317 Hon Hai Precision Industry | NT$253.00 | 3.1% +NT$105.2b | 24.3% | PE16.7x | |
| 2327 Yageo | NT$597.00 | 7.8% +NT$88.4b | 328.0% | PE40.2x | |
| 2368 Gold Circuit Electronics | NT$1.13k | 17.1% +NT$84.5b | 123.8% | PE40.1x |