Narrative Update • Aug 26
Delta Electronics is up 4.6%, leading the way for the Electronic Equipment and Components industry, which has gained 5.1%. In the last 12 months, the industry was up 116%. Looking forward, 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 |
|---|---|---|---|---|---|---|
| Mon, 31 Aug 2026 | NT$24.1t | NT$18.2t | NT$682.9b | 26.4x | 35.4x | 1.3x |
| Wed, 29 Jul 2026 | NT$20.2t | NT$16.5t | NT$551.2b | 31.3x | 36.7x | 1.2x |
| Fri, 26 Jun 2026 | NT$26.2t | NT$16.5t | NT$551.1b | 41.1x | 47.5x | 1.6x |
| Sun, 24 May 2026 | NT$24.2t | NT$16.5t | NT$550.9b | 37.4x | 44x | 1.5x |
| Tue, 21 Apr 2026 | NT$19.9t | NT$15.4t | NT$515.5b | 30.8x | 38.5x | 1.3x |
| Thu, 19 Mar 2026 | NT$16.6t | NT$15.5t | NT$509.4b | 25.5x | 32.6x | 1.1x |
| Sat, 14 Feb 2026 | NT$14.7t | NT$14.7t | NT$493.7b | 22.8x | 29.8x | 1x |
| Mon, 12 Jan 2026 | NT$13.0t | NT$14.7t | NT$494.0b | 23.1x | 26.3x | 0.9x |
| Wed, 10 Dec 2025 | NT$12.6t | NT$14.7t | NT$493.9b | 21.8x | 25.6x | 0.9x |
| Fri, 07 Nov 2025 | NT$12.6t | NT$14.5t | NT$476.1b | 21.5x | 26.4x | 0.9x |
| Sun, 05 Oct 2025 | NT$11.9t | NT$14.4t | NT$460.4b | 22.2x | 25.9x | 0.8x |
| Tue, 02 Sep 2025 | NT$10.6t | NT$14.4t | NT$459.9b | 23x | 23.1x | 0.7x |
| Thu, 31 Jul 2025 | NT$10.0t | NT$14.0t | NT$470.5b | 19.2x | 21.3x | 0.7x |
| Sat, 28 Jun 2025 | NT$8.5t | NT$14.0t | NT$473.0b | 19.1x | 18x | 0.6x |
| Mon, 26 May 2025 | NT$8.0t | NT$14.0t | NT$473.1b | 19x | 17x | 0.6x |
| Wed, 23 Apr 2025 | NT$6.9t | NT$13.4t | NT$427.9b | 16.5x | 16x | 0.5x |
| Fri, 21 Mar 2025 | NT$8.7t | NT$13.4t | NT$427.4b | 21.6x | 20.3x | 0.7x |
| Sun, 16 Feb 2025 | NT$9.0t | NT$12.9t | NT$408.4b | 23.1x | 22x | 0.7x |
| Tue, 14 Jan 2025 | NT$8.6t | NT$12.9t | NT$404.7b | 21.6x | 21.2x | 0.7x |
| Thu, 12 Dec 2024 | NT$9.2t | NT$12.9t | NT$405.2b | 23.1x | 22.6x | 0.7x |
| Sat, 09 Nov 2024 | NT$9.5t | NT$12.4t | NT$400.7b | 23.5x | 23.8x | 0.8x |
| Mon, 07 Oct 2024 | NT$9.0t | NT$12.3t | NT$394.2b | 22.5x | 22.8x | 0.7x |
| Wed, 04 Sep 2024 | NT$9.2t | NT$12.3t | NT$394.3b | 23.1x | 23.3x | 0.7x |
| Fri, 02 Aug 2024 | NT$9.5t | NT$11.8t | NT$372.9b | 25x | 25.5x | 0.8x |
| Sun, 30 Jun 2024 | NT$9.7t | NT$11.7t | NT$365.4b | 25.1x | 26.5x | 0.8x |
| Tue, 28 May 2024 | NT$8.9t | NT$11.7t | NT$364.9b | 23.8x | 24.4x | 0.8x |
| Thu, 25 Apr 2024 | NT$8.1t | NT$11.7t | NT$333.4b | 24.2x | 24.2x | 0.7x |
| Sat, 23 Mar 2024 | NT$8.2t | NT$11.7t | NT$328.3b | 23.3x | 25x | 0.7x |
| Mon, 19 Feb 2024 | NT$7.2t | NT$11.8t | NT$308.4b | 21.8x | 23.5x | 0.6x |
| Wed, 17 Jan 2024 | NT$6.8t | NT$11.8t | NT$306.5b | 20.9x | 22.3x | 0.6x |
| Fri, 15 Dec 2023 | NT$7.0t | NT$11.8t | NT$306.5b | 22x | 22.7x | 0.6x |
| Sun, 12 Nov 2023 | NT$6.6t | NT$12.1t | NT$315.2b | 18.6x | 20.8x | 0.5x |
| Tue, 10 Oct 2023 | NT$6.8t | NT$12.1t | NT$325.6b | 18.5x | 21x | 0.6x |
| Thu, 07 Sep 2023 | NT$6.9t | NT$12.1t | NT$324.8b | 18.7x | 21.1x | 0.6x |
21.1x
Which industries have driven the changes within the Taiwanese Tech industry?
| TW Market | 2.56% | |
| Tech | 2.91% | |
| Electronic Equipment and Components | 5.06% | |
| Electronic Components | 6.41% | |
| Electronic Manufacturing Services | 3.06% | |
| Electronic Equipment and Instruments | 0.093% | |
| Technology Distributors | -2.52% | |
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 |