Narrative Update • Jul 15
In the last week, the Electronic Equipment and Components industry is up 1.6%, with Hon Hai Precision Industry up 7.9%. During this same period, the Yageo underperformed, falling 8.2%. This takes the industry's 12 month performance to a gain of 137%. 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 |
|---|---|---|---|---|---|---|
| Tue, 28 Jul 2026 | NT$22.0t | NT$16.5t | NT$551.2b | 33.6x | 39.8x | 1.3x |
| Thu, 25 Jun 2026 | NT$25.8t | NT$16.5t | NT$551.2b | 42.2x | 46.8x | 1.6x |
| Sat, 23 May 2026 | NT$24.2t | NT$16.5t | NT$550.9b | 37.4x | 44x | 1.5x |
| Mon, 20 Apr 2026 | NT$19.5t | NT$15.4t | NT$515.5b | 29.2x | 37.8x | 1.3x |
| Wed, 18 Mar 2026 | NT$16.3t | NT$15.5t | NT$509.0b | 25.6x | 32.1x | 1.1x |
| Fri, 13 Feb 2026 | NT$14.7t | NT$14.7t | NT$493.8b | 22.8x | 29.8x | 1x |
| Sun, 11 Jan 2026 | NT$13.0t | NT$14.7t | NT$494.0b | 23.1x | 26.3x | 0.9x |
| Tue, 09 Dec 2025 | NT$12.6t | NT$14.7t | NT$493.9b | 21.6x | 25.4x | 0.9x |
| Thu, 06 Nov 2025 | NT$12.4t | NT$14.4t | NT$473.7b | 21.8x | 26.3x | 0.9x |
| Sat, 04 Oct 2025 | NT$11.9t | NT$14.4t | NT$460.4b | 22.2x | 25.9x | 0.8x |
| Mon, 01 Sep 2025 | NT$11.0t | NT$14.4t | NT$459.9b | 24x | 23.9x | 0.8x |
| Wed, 30 Jul 2025 | NT$9.2t | NT$14.0t | NT$471.9b | 18.8x | 19.5x | 0.7x |
| Fri, 27 Jun 2025 | NT$8.5t | NT$14.0t | NT$473.0b | 19x | 17.9x | 0.6x |
| Sun, 25 May 2025 | NT$8.0t | NT$14.0t | NT$473.1b | 19x | 17x | 0.6x |
| Tue, 22 Apr 2025 | NT$7.0t | NT$13.4t | NT$427.9b | 16.7x | 16.3x | 0.5x |
| Thu, 20 Mar 2025 | NT$8.6t | NT$13.4t | NT$426.2b | 21.7x | 20.2x | 0.6x |
| Sat, 15 Feb 2025 | NT$9.0t | NT$12.9t | NT$405.2b | 23.1x | 22.1x | 0.7x |
| Mon, 13 Jan 2025 | NT$9.0t | NT$12.9t | NT$404.7b | 22.1x | 22.2x | 0.7x |
| Wed, 11 Dec 2024 | NT$9.1t | NT$12.9t | NT$405.2b | 22.9x | 22.5x | 0.7x |
| Fri, 08 Nov 2024 | NT$9.6t | NT$12.4t | NT$400.2b | 23.9x | 23.9x | 0.8x |
| Sun, 06 Oct 2024 | NT$9.0t | NT$12.3t | NT$394.2b | 22.5x | 22.8x | 0.7x |
| Tue, 03 Sep 2024 | NT$9.2t | NT$12.3t | NT$394.3b | 23.3x | 23.3x | 0.7x |
| Thu, 01 Aug 2024 | NT$9.3t | NT$11.7t | NT$367.1b | 23.8x | 25.4x | 0.8x |
| Sat, 29 Jun 2024 | NT$9.7t | NT$11.7t | NT$365.4b | 25.1x | 26.5x | 0.8x |
| Mon, 27 May 2024 | NT$8.7t | NT$11.7t | NT$364.9b | 23.4x | 23.8x | 0.7x |
| Wed, 24 Apr 2024 | NT$7.7t | NT$11.7t | NT$333.5b | 23.5x | 23.2x | 0.7x |
| Fri, 22 Mar 2024 | NT$8.1t | NT$11.7t | NT$328.2b | 23.3x | 24.7x | 0.7x |
| Sun, 18 Feb 2024 | NT$7.2t | NT$11.8t | NT$308.4b | 21.8x | 23.5x | 0.6x |
| Tue, 16 Jan 2024 | NT$6.8t | NT$11.8t | NT$306.5b | 21x | 22.4x | 0.6x |
| Thu, 14 Dec 2023 | NT$7.0t | NT$11.8t | NT$306.5b | 21.8x | 22.7x | 0.6x |
| Sat, 11 Nov 2023 | NT$6.6t | NT$12.1t | NT$318.0b | 18.6x | 20.6x | 0.5x |
| Mon, 09 Oct 2023 | NT$6.8t | NT$12.1t | NT$325.6b | 18.5x | 21x | 0.6x |
| Wed, 06 Sep 2023 | NT$6.9t | NT$12.1t | NT$324.8b | 18.5x | 21.1x | 0.6x |
| Fri, 04 Aug 2023 | NT$6.8t | NT$12.4t | NT$341.3b | 17.7x | 19.9x | 0.5x |
19.9x
Which industries have driven the changes within the Taiwanese Tech industry?
| TW Market | 2.77% | |
| Tech | 3.22% | |
| Electronic Equipment and Components | 4.12% | |
| Electronic Equipment and Instruments | 7.92% | |
| Electronic Manufacturing Services | 7.69% | |
| Technology Distributors | 4.82% | |
| Electronic Components | 2.92% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 7928 AuthenX | NT$474.00 | 24.1% +NT$3.8b | n/a | PS870.1x | |
| 2347 Synnex Technology International | NT$86.20 | 1.1% +NT$1.5b | 29.2% | PE15x | |
| 6588 East Tender Optoelectronics | NT$93.90 | 34.3% +NT$832.8m | 228.3% | PS14x | |
| 8114 Posiflex Technology | NT$211.50 | 5.2% +NT$802.4m | -15.2% | PE14.4x | |
| 3362 Ability Opto-Electronics TechnologyLtd | NT$157.00 | 3.6% +NT$783.4m | 31.9% | PS5.1x |