Narrative Update • May 02
The Electronic Equipment and Components industry is up 4.6% in the last week, with Hon Hai Precision Industry up 11%. During this same period, the Unimicron Technology underperformed, falling 5.5%. This means that the industry has gained 188% over the past year. Earnings are forecast to grow by 32% 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, 12 May 2026 | NT$23.1t | NT$15.8t | NT$538.0b | 30.8x | 43x | 1.5x |
| Thu, 09 Apr 2026 | NT$17.6t | NT$15.4t | NT$513.0b | 25.6x | 34.3x | 1.1x |
| Sat, 07 Mar 2026 | NT$15.4t | NT$14.8t | NT$508.5b | 24x | 30.2x | 1x |
| Mon, 02 Feb 2026 | NT$14.2t | NT$14.7t | NT$494.0b | 23.8x | 28.8x | 1x |
| Wed, 31 Dec 2025 | NT$12.7t | NT$14.7t | NT$493.9b | 22.3x | 25.6x | 0.9x |
| Fri, 28 Nov 2025 | NT$12.4t | NT$14.7t | NT$494.0b | 21.2x | 25x | 0.8x |
| Sun, 26 Oct 2025 | NT$12.3t | NT$14.4t | NT$461.0b | 23x | 26.7x | 0.9x |
| Tue, 23 Sep 2025 | NT$11.7t | NT$14.4t | NT$460.5b | 23.4x | 25.5x | 0.8x |
| Thu, 21 Aug 2025 | NT$10.2t | NT$14.4t | NT$460.5b | 22.3x | 22.2x | 0.7x |
| Sat, 19 Jul 2025 | NT$9.0t | NT$14.0t | NT$473.0b | 19.7x | 19.1x | 0.6x |
| Mon, 16 Jun 2025 | NT$8.2t | NT$14.0t | NT$473.0b | 18.8x | 17.4x | 0.6x |
| Wed, 14 May 2025 | NT$8.0t | NT$13.5t | NT$445.5b | 19.2x | 18x | 0.6x |
| Fri, 11 Apr 2025 | NT$6.6t | NT$13.4t | NT$427.9b | 16.5x | 15.5x | 0.5x |
| Sun, 09 Mar 2025 | NT$8.8t | NT$13.0t | NT$411.6b | 23.4x | 21.3x | 0.7x |
| Tue, 04 Feb 2025 | NT$8.6t | NT$12.9t | NT$404.8b | 22.4x | 21.3x | 0.7x |
| Thu, 02 Jan 2025 | NT$9.2t | NT$12.9t | NT$404.8b | 23.4x | 22.6x | 0.7x |
| Sat, 30 Nov 2024 | NT$9.0t | NT$12.9t | NT$404.2b | 23.1x | 22.3x | 0.7x |
| Mon, 28 Oct 2024 | NT$9.6t | NT$12.3t | NT$395.0b | 24x | 24.2x | 0.8x |
| Wed, 25 Sep 2024 | NT$9.0t | NT$12.3t | NT$394.1b | 23x | 22.9x | 0.7x |
| Fri, 23 Aug 2024 | NT$9.0t | NT$12.3t | NT$394.9b | 22.8x | 22.9x | 0.7x |
| Sun, 21 Jul 2024 | NT$9.6t | NT$11.7t | NT$365.5b | 24.9x | 26.2x | 0.8x |
| Tue, 18 Jun 2024 | NT$9.3t | NT$11.7t | NT$365.2b | 25.3x | 25.5x | 0.8x |
| Thu, 16 May 2024 | NT$8.5t | NT$11.9t | NT$348.9b | 23.9x | 24.2x | 0.7x |
| Sat, 13 Apr 2024 | NT$8.2t | NT$11.7t | NT$329.2b | 25x | 25.1x | 0.7x |
| Mon, 11 Mar 2024 | NT$7.4t | NT$11.8t | NT$317.6b | 22.3x | 23.2x | 0.6x |
| Wed, 07 Feb 2024 | NT$7.0t | NT$11.8t | NT$306.7b | 21.5x | 22.9x | 0.6x |
| Fri, 05 Jan 2024 | NT$6.9t | NT$11.8t | NT$306.5b | 21x | 22.6x | 0.6x |
| Sun, 03 Dec 2023 | NT$6.9t | NT$11.8t | NT$306.5b | 21.6x | 22.6x | 0.6x |
| Tue, 31 Oct 2023 | NT$6.4t | NT$12.1t | NT$330.2b | 18x | 19.3x | 0.5x |
| Thu, 28 Sep 2023 | NT$6.7t | NT$12.1t | NT$325.6b | 18.3x | 20.7x | 0.6x |
| Sat, 26 Aug 2023 | NT$6.6t | NT$12.1t | NT$321.4b | 18.1x | 20.7x | 0.6x |
| Mon, 24 Jul 2023 | NT$6.8t | NT$12.5t | NT$352.7b | 17.6x | 19.3x | 0.5x |
| Wed, 21 Jun 2023 | NT$6.9t | NT$12.5t | NT$355.9b | 16.6x | 19.3x | 0.6x |
| Fri, 19 May 2023 | NT$6.3t | NT$12.6t | NT$413.5b | 14.9x | 15.2x | 0.5x |
15.2x
Which industries have driven the changes within the Taiwanese Tech industry?
| TW Market | 6.70% | |
| Tech | 8.08% | |
| Electronic Equipment and Components | 4.57% | |
| Electronic Manufacturing Services | 13.64% | |
| Technology Distributors | 9.18% | |
| Electronic Components | 2.68% | |
| Electronic Equipment and Instruments | 2.18% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 2317 Hon Hai Precision Industry | NT$252.00 | 10.8% +NT$342.1b | 64.7% | PE18.6x | |
| 2327 Yageo | NT$391.50 | 14.3% +NT$100.8b | 222.9% | PE30.8x | |
| 6274 Taiwan Union Technology | NT$1.46k | 31.1% +NT$99.6b | 798.1% | PE105.1x | |
| 3036 WT Microelectronics | NT$264.50 | 25.7% +NT$68.3b | 122.3% | PE19x | |
| 2308 Delta Electronics | NT$2.25k | 1.1% +NT$64.9b | 506.8% | PE82.8x |