Narrative Update • Jun 24
Over the last 7 days, the Electronic Equipment and Components industry has dropped 7.9%, driven by Delta Electronics declining 16%. In contrast, Nan Ya Printed Circuit Board has gained 29%. In the past year, the industry has gained 186%. 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 |
|---|---|---|---|---|---|---|
| Sat, 27 Jun 2026 | NT$24.7t | NT$16.5t | NT$551.1b | 39.6x | 44.8x | 1.5x |
| Mon, 25 May 2026 | NT$24.2t | NT$16.5t | NT$550.9b | 37.4x | 44x | 1.5x |
| Wed, 22 Apr 2026 | NT$20.4t | NT$15.4t | NT$514.9b | 30.4x | 39.6x | 1.3x |
| Fri, 20 Mar 2026 | NT$16.6t | NT$15.5t | NT$509.5b | 24.9x | 32.5x | 1.1x |
| Sun, 15 Feb 2026 | NT$14.7t | NT$14.7t | NT$493.7b | 22.8x | 29.8x | 1x |
| Tue, 13 Jan 2026 | NT$13.2t | NT$14.7t | NT$494.0b | 24.1x | 26.8x | 0.9x |
| Thu, 11 Dec 2025 | NT$12.7t | NT$14.7t | NT$493.9b | 21.7x | 25.7x | 0.9x |
| Sat, 08 Nov 2025 | NT$12.3t | NT$14.5t | NT$477.8b | 21x | 25.8x | 0.9x |
| Mon, 06 Oct 2025 | NT$11.9t | NT$14.4t | NT$460.4b | 22.2x | 25.9x | 0.8x |
| Wed, 03 Sep 2025 | NT$10.5t | NT$14.4t | NT$459.9b | 22.5x | 22.9x | 0.7x |
| Fri, 01 Aug 2025 | NT$9.5t | NT$14.0t | NT$474.8b | 19.2x | 19.9x | 0.7x |
| Sun, 29 Jun 2025 | NT$8.5t | NT$14.0t | NT$473.0b | 19.1x | 18x | 0.6x |
| Tue, 27 May 2025 | NT$8.0t | NT$14.0t | NT$473.1b | 19x | 16.9x | 0.6x |
| Thu, 24 Apr 2025 | NT$7.2t | NT$13.4t | NT$427.9b | 17.5x | 16.8x | 0.5x |
| Sat, 22 Mar 2025 | NT$8.7t | NT$13.4t | NT$427.9b | 21.1x | 20.3x | 0.6x |
| Mon, 17 Feb 2025 | NT$9.0t | NT$12.9t | NT$408.4b | 23.1x | 22x | 0.7x |
| Wed, 15 Jan 2025 | NT$8.7t | NT$12.9t | NT$404.7b | 22x | 21.6x | 0.7x |
| Fri, 13 Dec 2024 | NT$9.1t | NT$12.9t | NT$405.3b | 22.9x | 22.5x | 0.7x |
| Sun, 10 Nov 2024 | NT$9.5t | NT$12.5t | NT$402.1b | 23.4x | 23.7x | 0.8x |
| Tue, 08 Oct 2024 | NT$9.2t | NT$12.3t | NT$394.2b | 22.9x | 23.3x | 0.7x |
| Thu, 05 Sep 2024 | NT$8.8t | NT$12.3t | NT$394.3b | 21.9x | 22.3x | 0.7x |
| Sat, 03 Aug 2024 | NT$9.0t | NT$11.8t | NT$380.2b | 23.5x | 23.7x | 0.8x |
| Mon, 01 Jul 2024 | NT$9.7t | NT$11.7t | NT$365.4b | 25.1x | 26.5x | 0.8x |
| Wed, 29 May 2024 | NT$9.0t | NT$11.7t | NT$364.8b | 23.9x | 24.6x | 0.8x |
| Fri, 26 Apr 2024 | NT$8.0t | NT$11.7t | NT$331.9b | 24x | 24x | 0.7x |
| Sun, 24 Mar 2024 | NT$8.2t | NT$11.7t | NT$328.3b | 23.3x | 25x | 0.7x |
| Tue, 20 Feb 2024 | NT$7.3t | NT$11.8t | NT$308.4b | 22.1x | 23.6x | 0.6x |
| Thu, 18 Jan 2024 | NT$6.7t | NT$11.8t | NT$306.5b | 20.7x | 22x | 0.6x |
| Sat, 16 Dec 2023 | NT$7.0t | NT$11.8t | NT$306.5b | 21.9x | 22.9x | 0.6x |
| Mon, 13 Nov 2023 | NT$6.6t | NT$12.1t | NT$312.8b | 18.6x | 21x | 0.5x |
| Wed, 11 Oct 2023 | NT$6.8t | NT$12.1t | NT$325.6b | 18.5x | 21x | 0.6x |
| Fri, 08 Sep 2023 | NT$6.8t | NT$12.1t | NT$324.8b | 18.7x | 20.9x | 0.6x |
| Sun, 06 Aug 2023 | NT$6.8t | NT$12.4t | NT$336.4b | 17.8x | 20.3x | 0.6x |
| Tue, 04 Jul 2023 | NT$6.9t | NT$12.5t | NT$355.5b | 16.8x | 19.4x | 0.6x |
19.4x
Which industries have driven the changes within the Taiwanese Tech industry?
| TW Market | -4.31% | |
| Tech | -4.85% | |
| Electronic Equipment and Components | -7.93% | |
| Technology Distributors | -4.15% | |
| Electronic Manufacturing Services | -7.36% | |
| Electronic Components | -8.14% | |
| Electronic Equipment and Instruments | -9.27% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 8046 Nan Ya Printed Circuit Board | NT$1.13k | 28.7% +NT$162.2b | 900.0% | PE238.5x | |
| 6213 ITEQ | NT$346.50 | 23.8% +NT$24.2b | 295.5% | PE84.6x | |
| 3037 Unimicron Technology | NT$975.00 | 0.7% +NT$11.1b | 762.8% | PE143.4x | |
| 3481 Innolux | NT$65.00 | 0.9% +NT$4.8b | 441.7% | PE565.9x | |
| 2316 WUS Printed Circuit | NT$230.00 | 11.9% +NT$4.4b | 342.3% | PE14.9x |