Taiwanese (TAIEX) Electronic Equipment and Components Industry Analysis

Industry Valuation and Performance

Has the Taiwanese Electronic Equipment and Components Industry valuation changed over the past few years?

Current Industry PE: Investors are relatively neutral on the industry at the moment, considering it's trading close to its 3-year average PE ratio of 15.9x. It appears they believe that earnings will grow in-line with historical growth rates.

Past Earnings Growth: The earnings for companies in the Electronic industry have grown 15% per year over the last three years, and revenues for these companies have grown 6.1% per year. This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

Which industries have driven the changes within the Taiwanese Electronic Equipment and Components industry?

Industry PE: Investors are most optimistic about the Electronic Manufacturing Services industry which is trading above its 3-year average PE ratio of 14.6x. This is likely because analysts are expecting annual earnings growth of 9.6%, which is higher than its past year's earnings decline of 1.7% per year. Meanwhile, investors are most pessimistic about the Technology Distributors industry, which is trading close to its 3-year average of 12.6x.

Forecasted Growth: Analysts are most optimistic on the Electronic Equipment and Instruments industry, expecting annual earnings growth of 22% over the next 5 years. This is roughly in line with its past earnings growth rate. Meanwhile, the Technology Distributors industry is expected to see its earnings decline by 16% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?