Narrative Update • May 19
Over the last 7 days, the Electronic Equipment and Components industry has remained flat, although notably Yageo gained 24%. As for the the longer term, the industry is up 187% over the past 12 months. 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 |
|---|---|---|---|---|---|---|
| Fri, 22 May 2026 | NT$23.3t | NT$16.5t | NT$550.9b | 35.5x | 42.3x | 1.4x |
| Sun, 19 Apr 2026 | NT$19.5t | NT$15.4t | NT$515.5b | 29.2x | 37.8x | 1.3x |
| Tue, 17 Mar 2026 | NT$16.0t | NT$15.0t | NT$508.3b | 25.6x | 31.4x | 1.1x |
| Thu, 12 Feb 2026 | NT$14.7t | NT$14.7t | NT$493.8b | 22.8x | 29.8x | 1x |
| Sat, 10 Jan 2026 | NT$13.0t | NT$14.7t | NT$493.9b | 23.1x | 26.3x | 0.9x |
| Mon, 08 Dec 2025 | NT$12.5t | NT$14.7t | NT$493.9b | 21.3x | 25.3x | 0.9x |
| Wed, 05 Nov 2025 | NT$12.5t | NT$14.4t | NT$473.7b | 22.1x | 26.4x | 0.9x |
| Fri, 03 Oct 2025 | NT$11.7t | NT$14.4t | NT$460.4b | 22.4x | 25.5x | 0.8x |
| Sun, 31 Aug 2025 | NT$11.0t | NT$14.4t | NT$459.9b | 23.4x | 23.9x | 0.8x |
| Tue, 29 Jul 2025 | NT$9.3t | NT$14.0t | NT$471.9b | 19.2x | 19.6x | 0.7x |
| Thu, 26 Jun 2025 | NT$8.4t | NT$14.0t | NT$473.0b | 19x | 17.8x | 0.6x |
| Sat, 24 May 2025 | NT$8.0t | NT$14.0t | NT$473.0b | 19x | 17x | 0.6x |
| Mon, 21 Apr 2025 | NT$7.1t | NT$13.4t | NT$427.9b | 17.5x | 16.6x | 0.5x |
| Wed, 19 Mar 2025 | NT$8.7t | NT$13.1t | NT$430.4b | 22.7x | 20.3x | 0.7x |
| Fri, 14 Feb 2025 | NT$9.0t | NT$12.9t | NT$405.2b | 23.1x | 22.3x | 0.7x |
| Sun, 12 Jan 2025 | NT$9.0t | NT$12.9t | NT$404.8b | 22.2x | 22.2x | 0.7x |
| Tue, 10 Dec 2024 | NT$9.2t | NT$12.9t | NT$405.1b | 23.5x | 22.7x | 0.7x |
| Thu, 07 Nov 2024 | NT$9.4t | NT$12.4t | NT$400.3b | 23.6x | 23.5x | 0.8x |
| Sat, 05 Oct 2024 | NT$9.0t | NT$12.3t | NT$394.2b | 22.5x | 22.8x | 0.7x |
| Mon, 02 Sep 2024 | NT$9.3t | NT$12.3t | NT$394.3b | 23.3x | 23.5x | 0.8x |
| Wed, 31 Jul 2024 | NT$9.3t | NT$11.7t | NT$365.4b | 24.1x | 25.4x | 0.8x |
| Fri, 28 Jun 2024 | NT$9.6t | NT$11.7t | NT$365.3b | 24.9x | 26.3x | 0.8x |
| Sun, 26 May 2024 | NT$8.7t | NT$11.7t | NT$364.9b | 23.4x | 23.8x | 0.7x |
| Tue, 23 Apr 2024 | NT$7.7t | NT$11.7t | NT$333.5b | 23.5x | 23.2x | 0.7x |
| Thu, 21 Mar 2024 | NT$7.9t | NT$11.7t | NT$328.6b | 23.2x | 24.1x | 0.7x |
| Sat, 17 Feb 2024 | NT$7.2t | NT$11.8t | NT$308.4b | 21.8x | 23.5x | 0.6x |
| Mon, 15 Jan 2024 | NT$6.8t | NT$11.8t | NT$306.5b | 20.8x | 22.2x | 0.6x |
| Wed, 13 Dec 2023 | NT$6.9t | NT$11.8t | NT$306.5b | 21.6x | 22.5x | 0.6x |
| Fri, 10 Nov 2023 | NT$6.6t | NT$12.1t | NT$318.1b | 18.7x | 20.7x | 0.5x |
| Sun, 08 Oct 2023 | NT$6.8t | NT$12.1t | NT$325.6b | 18.5x | 21x | 0.6x |
| Tue, 05 Sep 2023 | NT$6.8t | NT$12.1t | NT$321.9b | 18.3x | 21x | 0.6x |
| Thu, 03 Aug 2023 | NT$6.8t | NT$12.4t | NT$342.8b | 17.7x | 19.8x | 0.5x |
| Sat, 01 Jul 2023 | NT$6.8t | NT$12.5t | NT$355.4b | 16.6x | 19.1x | 0.5x |
| Mon, 29 May 2023 | NT$6.4t | NT$12.5t | NT$397.0b | 15.6x | 16.2x | 0.5x |
16.2x
Which industries have driven the changes within the Taiwanese Tech industry?
| TW Market | -1.18% | |
| Tech | -1.51% | |
| Electronic Equipment and Components | 0.47% | |
| Technology Distributors | 6.91% | |
| Electronic Manufacturing Services | 1.21% | |
| Electronic Components | 0.0035% | |
| Electronic Equipment and Instruments | -0.66% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 2327 Yageo | NT$629.00 | 38.1% +NT$356.8b | 423.1% | PE49.5x | |
| 3037 Unimicron Technology | NT$969.00 | 18.0% +NT$235.1b | 814.2% | PE142.5x | |
| 2383 Elite Material | NT$5.00k | 8.3% +NT$138.0b | 604.2% | PE108.5x | |
| 4958 Zhen Ding Technology Holding | NT$516.00 | 28.7% +NT$123.1b | 403.4% | PE72.8x | |
| 8046 Nan Ya Printed Circuit Board | NT$934.00 | 18.8% +NT$95.6b | 785.3% | PE198x |