Narrative Update • May 26
In the last week, the Electronic Equipment and Components industry is up 10%, with Delta Electronics up 18%. This means that the industry has gained 214% over the past year. 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 |
|---|---|---|---|---|---|---|
| Fri, 29 May 2026 | NT$25.7t | NT$16.5t | NT$551.2b | 39x | 46.6x | 1.6x |
| Sun, 26 Apr 2026 | NT$20.7t | NT$15.4t | NT$514.9b | 27.3x | 40.3x | 1.3x |
| Tue, 24 Mar 2026 | NT$15.8t | NT$15.5t | NT$509.4b | 24.4x | 31.1x | 1x |
| Thu, 19 Feb 2026 | NT$14.7t | NT$14.7t | NT$493.9b | 22.9x | 29.8x | 1x |
| Sat, 17 Jan 2026 | NT$13.8t | NT$14.7t | NT$494.0b | 24.1x | 27.9x | 0.9x |
| Mon, 15 Dec 2025 | NT$12.5t | NT$14.7t | NT$493.9b | 21.9x | 25.3x | 0.8x |
| Wed, 12 Nov 2025 | NT$12.4t | NT$14.5t | NT$479.7b | 21.4x | 25.8x | 0.9x |
| Fri, 10 Oct 2025 | NT$12.1t | NT$14.4t | NT$460.4b | 22.7x | 26.2x | 0.8x |
| Sun, 07 Sep 2025 | NT$10.8t | NT$14.4t | NT$459.9b | 22.8x | 23.5x | 0.8x |
| Tue, 05 Aug 2025 | NT$9.6t | NT$14.0t | NT$474.9b | 19.8x | 20.3x | 0.7x |
| Thu, 03 Jul 2025 | NT$8.5t | NT$14.0t | NT$473.0b | 19.1x | 18x | 0.6x |
| Sat, 31 May 2025 | NT$8.1t | NT$14.0t | NT$472.8b | 18.7x | 17.1x | 0.6x |
| Mon, 28 Apr 2025 | NT$7.3t | NT$13.4t | NT$427.5b | 18.1x | 17.2x | 0.5x |
| Wed, 26 Mar 2025 | NT$8.6t | NT$13.4t | NT$428.0b | 21.1x | 20.1x | 0.6x |
| Fri, 21 Feb 2025 | NT$9.1t | NT$12.9t | NT$408.4b | 24.2x | 22.4x | 0.7x |
| Sun, 19 Jan 2025 | NT$8.8t | NT$12.9t | NT$404.8b | 22.1x | 21.8x | 0.7x |
| Tue, 17 Dec 2024 | NT$8.9t | NT$3.1t | NT$67.9b | 22.9x | 131.7x | 2.9x |
| Thu, 14 Nov 2024 | NT$9.4t | NT$12.5t | NT$403.4b | 22.5x | 23.3x | 0.8x |
| Sat, 12 Oct 2024 | NT$9.1t | NT$12.3t | NT$394.2b | 23.2x | 23.2x | 0.7x |
| Mon, 09 Sep 2024 | NT$8.7t | NT$12.3t | NT$394.3b | 22.1x | 22.1x | 0.7x |
| Wed, 07 Aug 2024 | NT$8.2t | NT$11.8t | NT$382.7b | 21.5x | 21.4x | 0.7x |
| Fri, 05 Jul 2024 | NT$9.8t | NT$11.7t | NT$365.4b | 25.3x | 26.7x | 0.8x |
| Sun, 02 Jun 2024 | NT$8.6t | NT$11.7t | NT$365.2b | 24.3x | 23.7x | 0.7x |
| Tue, 30 Apr 2024 | NT$8.2t | NT$11.7t | NT$331.7b | 24.5x | 24.8x | 0.7x |
| Thu, 28 Mar 2024 | NT$8.2t | NT$11.7t | NT$328.3b | 23.5x | 24.9x | 0.7x |
| Sat, 24 Feb 2024 | NT$7.3t | NT$11.9t | NT$317.0b | 22.1x | 23.2x | 0.6x |
| Mon, 22 Jan 2024 | NT$6.8t | NT$11.8t | NT$306.5b | 20.6x | 22.3x | 0.6x |
| Wed, 20 Dec 2023 | NT$6.9t | NT$11.8t | NT$306.5b | 21.3x | 22.5x | 0.6x |
| Fri, 17 Nov 2023 | NT$6.7t | NT$11.9t | NT$312.8b | 19x | 21.3x | 0.6x |
| Sun, 15 Oct 2023 | NT$6.8t | NT$12.1t | NT$325.6b | 18.5x | 21x | 0.6x |
| Tue, 12 Sep 2023 | NT$6.7t | NT$12.1t | NT$324.8b | 18.4x | 20.6x | 0.6x |
| Thu, 10 Aug 2023 | NT$6.9t | NT$12.4t | NT$334.0b | 17.4x | 20.6x | 0.6x |
| Sat, 08 Jul 2023 | NT$6.7t | NT$12.5t | NT$354.2b | 16.9x | 18.9x | 0.5x |
| Mon, 05 Jun 2023 | NT$6.6t | NT$12.4t | NT$373.2b | 16.5x | 17.7x | 0.5x |
17.7x
Which industries have driven the changes within the Taiwanese Tech industry?
| TW Market | 5.39% | |
| Tech | 6.52% | |
| Electronic Equipment and Components | 10.24% | |
| Electronic Components | 11.91% | |
| Electronic Equipment and Instruments | 9.30% | |
| Electronic Manufacturing Services | 5.95% | |
| Technology Distributors | 0.99% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 2308 Delta Electronics | NT$2.45k | 16.7% +NT$909.1b | 553.7% | PE90.2x | |
| 2317 Hon Hai Precision Industry | NT$289.00 | 15.6% +NT$547.0b | 85.3% | PE20.6x | |
| 2327 Yageo | NT$738.00 | 17.3% +NT$224.1b | 502.4% | PE58.1x | |
| 3037 Unimicron Technology | NT$1.06k | 8.8% +NT$135.0b | 895.3% | PE155.1x | |
| 2360 Chroma ATE | NT$2.52k | 11.0% +NT$105.9b | 651.1% | PE79.5x |