Narrative Update • Jul 30
In the last week, the Electronic Equipment and Components industry is up 6.9%, with Unimicron Technology leading the way with a 41% gain. During this same period, the Fortune Advanced Technology underperformed, falling 26%. This takes the industry's 12 month performance to a gain of 116%. As for the next few years, earnings are expected to grow by 33% per annum.
Has the Taiwanese Electronic Equipment and Components Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 05 Aug 2026 | NT$21.6t | NT$16.6t | NT$587.3b | 32.5x | 36.8x | 1.3x |
| Fri, 03 Jul 2026 | NT$25.6t | NT$16.5t | NT$551.1b | 41.4x | 46.4x | 1.6x |
| Sun, 31 May 2026 | NT$26.5t | NT$16.5t | NT$551.0b | 40.3x | 48.1x | 1.6x |
| Tue, 28 Apr 2026 | NT$20.9t | NT$15.4t | NT$514.8b | 27.3x | 40.6x | 1.4x |
| Thu, 26 Mar 2026 | NT$16.5t | NT$15.5t | NT$509.5b | 25.2x | 32.4x | 1.1x |
| Sat, 21 Feb 2026 | NT$14.7t | NT$14.7t | NT$493.9b | 22.9x | 29.8x | 1x |
| Mon, 19 Jan 2026 | NT$13.8t | NT$14.7t | NT$494.0b | 24.1x | 27.9x | 0.9x |
| Wed, 17 Dec 2025 | NT$12.0t | NT$14.7t | NT$493.9b | 21.9x | 24.3x | 0.8x |
| Fri, 14 Nov 2025 | NT$12.7t | NT$14.5t | NT$483.4b | 21.3x | 26.2x | 0.9x |
| Sun, 12 Oct 2025 | NT$12.1t | NT$14.4t | NT$460.9b | 22.4x | 26.2x | 0.8x |
| Tue, 09 Sep 2025 | NT$10.8t | NT$14.4t | NT$459.9b | 22.8x | 23.5x | 0.8x |
| Thu, 07 Aug 2025 | NT$9.8t | NT$14.0t | NT$471.0b | 20.2x | 20.8x | 0.7x |
| Sat, 05 Jul 2025 | NT$8.6t | NT$14.0t | NT$473.0b | 18.9x | 18.1x | 0.6x |
| Mon, 02 Jun 2025 | NT$8.1t | NT$14.0t | NT$472.8b | 18.7x | 17.1x | 0.6x |
| Wed, 30 Apr 2025 | NT$7.5t | NT$13.4t | NT$427.5b | 18.6x | 17.6x | 0.6x |
| Fri, 28 Mar 2025 | NT$8.7t | NT$13.4t | NT$427.2b | 20.7x | 20.3x | 0.6x |
| Sun, 23 Feb 2025 | NT$9.2t | NT$12.9t | NT$408.4b | 24.5x | 22.5x | 0.7x |
| Tue, 21 Jan 2025 | NT$9.0t | NT$12.9t | NT$404.8b | 22.5x | 22.1x | 0.7x |
| Thu, 19 Dec 2024 | NT$9.1t | NT$3.3t | NT$81.8b | 23.4x | 111.2x | 2.8x |
| Sat, 16 Nov 2024 | NT$9.2t | NT$12.5t | NT$401.9b | 22.6x | 22.9x | 0.7x |
| Mon, 14 Oct 2024 | NT$9.1t | NT$12.3t | NT$394.2b | 23.2x | 23.2x | 0.7x |
| Wed, 11 Sep 2024 | NT$8.5t | NT$12.3t | NT$394.1b | 21.9x | 21.5x | 0.7x |
| Fri, 09 Aug 2024 | NT$8.4t | NT$11.9t | NT$382.8b | 22.7x | 21.8x | 0.7x |
| Sun, 07 Jul 2024 | NT$9.8t | NT$11.7t | NT$365.4b | 25.9x | 27x | 0.8x |
| Tue, 04 Jun 2024 | NT$8.8t | NT$11.7t | NT$365.2b | 24.1x | 24.1x | 0.7x |
| Thu, 02 May 2024 | NT$8.2t | NT$11.7t | NT$331.5b | 24.4x | 24.7x | 0.7x |
| Sat, 30 Mar 2024 | NT$8.2t | NT$11.7t | NT$328.7b | 23.3x | 25x | 0.7x |
| Mon, 26 Feb 2024 | NT$7.3t | NT$11.9t | NT$326.2b | 22.1x | 22.5x | 0.6x |
| Wed, 24 Jan 2024 | NT$7.0t | NT$11.8t | NT$306.5b | 21x | 22.8x | 0.6x |
| Fri, 22 Dec 2023 | NT$6.9t | NT$11.8t | NT$306.5b | 21.2x | 22.7x | 0.6x |
| Sun, 19 Nov 2023 | NT$6.7t | NT$11.9t | NT$309.4b | 19.5x | 21.7x | 0.6x |
| Tue, 17 Oct 2023 | NT$6.8t | NT$12.1t | NT$325.6b | 18.5x | 21x | 0.6x |
| Thu, 14 Sep 2023 | NT$6.7t | NT$12.1t | NT$324.8b | 18.6x | 20.8x | 0.6x |
| Sat, 12 Aug 2023 | NT$6.7t | NT$12.4t | NT$328.7b | 17.5x | 20.3x | 0.5x |
20.3x
Which industries have driven the changes within the Taiwanese Tech industry?
| TW Market | 4.34% | |
| Tech | 5.05% | |
| Electronic Equipment and Components | 6.87% | |
| Electronic Components | 7.75% | |
| Technology Distributors | 7.42% | |
| Electronic Manufacturing Services | 4.93% | |
| Electronic Equipment and Instruments | 2.32% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 3037 Unimicron Technology | NT$969.00 | 40.8% +NT$461.0b | 623.1% | PE66.5x | |
| 2383 Elite Material | NT$5.25k | 27.9% +NT$410.3b | 372.5% | PE82x | |
| 2308 Delta Electronics | NT$1.65k | 10.4% +NT$402.6b | 165.7% | PE52.5x | |
| 2317 Hon Hai Precision Industry | NT$258.50 | 9.1% +NT$301.6b | 39.0% | PE18.4x | |
| 2327 Yageo | NT$578.00 | 14.0% +NT$146.0b | 327.4% | PE45.5x |