Narrative Update • Sep 09
Over the last 7 days, the Electronic Equipment and Components industry has dropped 2.9%, driven by Delta Electronics declining 11%. Meanwhile, Unimicron Technology actually outperformed within the industry, gaining 8.3% in the last week. In the past year, the industry has gained 97%. 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 |
|---|---|---|---|---|---|---|
| Sat, 12 Sep 2026 | NT$22.8t | NT$18.2t | NT$683.4b | 26.4x | 33.4x | 1.3x |
| Mon, 10 Aug 2026 | NT$22.2t | NT$17.0t | NT$606.5b | 31.1x | 36.6x | 1.3x |
| Wed, 08 Jul 2026 | NT$23.9t | NT$16.5t | NT$551.1b | 39.8x | 43.4x | 1.5x |
| Fri, 05 Jun 2026 | NT$26.4t | NT$16.5t | NT$550.8b | 41x | 47.9x | 1.6x |
| Sun, 03 May 2026 | NT$21.5t | NT$15.5t | NT$532.8b | 27.8x | 40.3x | 1.4x |
| Tue, 31 Mar 2026 | NT$16.2t | NT$15.4t | NT$509.2b | 24.2x | 31.8x | 1x |
| Thu, 26 Feb 2026 | NT$16.3t | NT$14.7t | NT$498.0b | 24.3x | 32.8x | 1.1x |
| Sat, 24 Jan 2026 | NT$14.4t | NT$14.7t | NT$494.0b | 24.2x | 29.1x | 1x |
| Mon, 22 Dec 2025 | NT$12.1t | NT$14.7t | NT$493.9b | 21.9x | 24.6x | 0.8x |
| Wed, 19 Nov 2025 | NT$11.8t | NT$14.7t | NT$493.8b | 20.3x | 23.9x | 0.8x |
| Fri, 17 Oct 2025 | NT$12.0t | NT$14.4t | NT$460.9b | 22.1x | 26.1x | 0.8x |
| Sun, 14 Sep 2025 | NT$11.4t | NT$14.4t | NT$460.5b | 23.2x | 24.7x | 0.8x |
| Tue, 12 Aug 2025 | NT$10.2t | NT$14.0t | NT$467.5b | 21x | 21.9x | 0.7x |
| Thu, 10 Jul 2025 | NT$8.6t | NT$14.0t | NT$473.0b | 19x | 18.2x | 0.6x |
| Sat, 07 Jun 2025 | NT$8.1t | NT$14.0t | NT$473.0b | 18.7x | 17.2x | 0.6x |
| Mon, 05 May 2025 | NT$7.7t | NT$13.4t | NT$435.2b | 18.5x | 17.7x | 0.6x |
| Wed, 02 Apr 2025 | NT$8.0t | NT$13.4t | NT$427.6b | 19.1x | 18.7x | 0.6x |
| Fri, 28 Feb 2025 | NT$9.0t | NT$12.9t | NT$406.2b | 24.4x | 22.1x | 0.7x |
| Sun, 26 Jan 2025 | NT$9.1t | NT$12.9t | NT$404.8b | 22.7x | 22.4x | 0.7x |
| Tue, 24 Dec 2024 | NT$9.1t | NT$12.9t | NT$405.3b | 22.9x | 22.5x | 0.7x |
| Thu, 21 Nov 2024 | NT$9.2t | NT$12.9t | NT$404.1b | 22.7x | 22.7x | 0.7x |
| Sat, 19 Oct 2024 | NT$9.4t | NT$12.3t | NT$394.2b | 23.2x | 23.8x | 0.8x |
| Mon, 16 Sep 2024 | NT$8.8t | NT$12.3t | NT$394.1b | 22.7x | 22.3x | 0.7x |
| Wed, 14 Aug 2024 | NT$8.9t | NT$11.9t | NT$386.4b | 24.3x | 23x | 0.7x |
| Fri, 12 Jul 2024 | NT$10.2t | NT$11.7t | NT$365.4b | 26.4x | 28x | 0.9x |
| Sun, 09 Jun 2024 | NT$8.8t | NT$11.7t | NT$364.9b | 24.3x | 24.1x | 0.7x |
| Tue, 07 May 2024 | NT$8.4t | NT$11.7t | NT$331.7b | 24.6x | 25.3x | 0.7x |
| Thu, 04 Apr 2024 | NT$8.4t | NT$11.7t | NT$329.1b | 24.9x | 25.5x | 0.7x |
| Sat, 02 Mar 2024 | NT$7.3t | NT$11.9t | NT$314.8b | 22.4x | 23.3x | 0.6x |
| Mon, 29 Jan 2024 | NT$7.0t | NT$11.8t | NT$306.5b | 21x | 22.7x | 0.6x |
| Wed, 27 Dec 2023 | NT$7.0t | NT$11.8t | NT$306.5b | 21.5x | 22.8x | 0.6x |
| Fri, 24 Nov 2023 | NT$6.8t | NT$11.8t | NT$306.9b | 20.9x | 22.2x | 0.6x |
| Sun, 22 Oct 2023 | NT$6.5t | NT$12.1t | NT$325.6b | 18x | 20.1x | 0.5x |
| Tue, 19 Sep 2023 | NT$6.8t | NT$12.1t | NT$325.6b | 18.7x | 21x | 0.6x |
21x
Which industries have driven the changes within the Taiwanese Tech industry?
| TW Market | -0.81% | |
| Tech | -0.95% | |
| Electronic Equipment and Components | -2.86% | |
| Electronic Equipment and Instruments | 2.51% | |
| Technology Distributors | -1.07% | |
| Electronic Manufacturing Services | -2.96% | |
| Electronic Components | -3.43% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 3037 Unimicron Technology | NT$977.00 | 8.3% +NT$123.0b | 576.1% | PE67.1x | |
| 2360 Chroma ATE | NT$2.16k | 6.4% +NT$55.1b | 278.3% | PE55.1x | |
| 4958 Zhen Ding Technology Holding | NT$495.00 | 6.9% +NT$35.5b | 192.9% | PE58.6x | |
| 2409 AUO | NT$30.20 | 12.7% +NT$25.7b | 140.6% | PE126.5x | |
| 8046 Nan Ya Printed Circuit Board | NT$1.08k | 2.4% +NT$16.2b | 487.0% | PE126.9x |