Narrative Update • Jun 22
Over the last 7 days, the Electronic Equipment and Components industry has risen 4.9%, driven by gains in Yageo and Elite Material of 8.4% and 8.3%, respectively. Meanwhile, Delta Electronics actually underperformed within the industry, shrinking 6.1% in the last week. This takes the industry's 12 month performance to a gain of 229%. Looking forward, earnings are forecast to grow by 33% 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, 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 |
| Wed, 02 Aug 2023 | NT$6.9t | NT$12.4t | NT$343.1b | 18.2x | 20.2x | 0.6x |
| Fri, 30 Jun 2023 | NT$6.8t | NT$12.5t | NT$355.4b | 16.4x | 19x | 0.5x |
19x
Which industries have driven the changes within the Taiwanese Tech industry?
| TW Market | 5.16% | |
| Tech | 5.71% | |
| Electronic Equipment and Components | 4.95% | |
| Electronic Components | 6.12% | |
| Technology Distributors | 3.40% | |
| Electronic Equipment and Instruments | 3.38% | |
| Electronic Manufacturing Services | 0.36% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 2327 Yageo | NT$1.03k | 8.4% +NT$164.5b | 770.1% | PE81.1x | |
| 2383 Elite Material | NT$5.55k | 8.3% +NT$152.3b | 544.8% | PE120.3x | |
| 3481 Innolux | NT$66.20 | 24.2% +NT$103.0b | 478.2% | PE576.3x | |
| 2492 Walsin Technology | NT$577.00 | 16.8% +NT$40.2b | 622.2% | PE110.5x | |
| 2409 AUO | NT$29.15 | 22.0% +NT$39.6b | 138.0% | PE91.4x |