Narrative Update • Aug 18
Over the last 7 days, the Electronic Equipment and Components industry has dropped 2.5%, driven by Delta Electronics declining 7.2%. In contrast, Largan Precision has gained 22%. Over the past 12 months, the industry was up 119%. As for the next few years, earnings are expected to grow by 35% 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 |
|---|---|---|---|---|---|---|
| Sat, 22 Aug 2026 | NT$23.4t | NT$18.2t | NT$681.1b | 26.4x | 34.3x | 1.3x |
| Mon, 20 Jul 2026 | NT$21.7t | NT$16.5t | NT$551.1b | 34.6x | 39.4x | 1.3x |
| Wed, 17 Jun 2026 | NT$26.1t | NT$16.5t | NT$551.2b | 40.2x | 47.3x | 1.6x |
| Fri, 15 May 2026 | NT$23.1t | NT$15.9t | NT$542.7b | 33.2x | 42.6x | 1.5x |
| Sun, 12 Apr 2026 | NT$18.2t | NT$15.4t | NT$513.0b | 26.9x | 35.4x | 1.2x |
| Tue, 10 Mar 2026 | NT$14.3t | NT$14.9t | NT$510.5b | 22.7x | 28.1x | 1x |
| Thu, 05 Feb 2026 | NT$14.5t | NT$14.7t | NT$494.0b | 23.7x | 29.4x | 1x |
| Sat, 03 Jan 2026 | NT$12.9t | NT$14.7t | NT$493.9b | 22.4x | 26x | 0.9x |
| Mon, 01 Dec 2025 | NT$12.3t | NT$14.7t | NT$494.0b | 21.2x | 24.9x | 0.8x |
| Wed, 29 Oct 2025 | NT$12.8t | NT$14.4t | NT$460.8b | 22.5x | 27.7x | 0.9x |
| Fri, 26 Sep 2025 | NT$11.8t | NT$14.4t | NT$460.5b | 23.5x | 25.6x | 0.8x |
| Sun, 24 Aug 2025 | NT$10.5t | NT$14.4t | NT$460.5b | 22.6x | 22.7x | 0.7x |
| Tue, 22 Jul 2025 | NT$9.1t | NT$14.0t | NT$473.0b | 19.5x | 19.1x | 0.6x |
| Thu, 19 Jun 2025 | NT$8.3t | NT$14.0t | NT$473.0b | 18.9x | 17.5x | 0.6x |
| Sat, 17 May 2025 | NT$8.1t | NT$14.0t | NT$472.7b | 19.3x | 17.1x | 0.6x |
| Mon, 14 Apr 2025 | NT$6.9t | NT$13.4t | NT$427.9b | 17x | 16.2x | 0.5x |
| Wed, 12 Mar 2025 | NT$8.6t | NT$13.0t | NT$413.6b | 23x | 20.7x | 0.7x |
| Fri, 07 Feb 2025 | NT$8.9t | NT$12.9t | NT$404.9b | 23.2x | 22x | 0.7x |
| Sun, 05 Jan 2025 | NT$9.0t | NT$12.9t | NT$404.8b | 23.3x | 22.3x | 0.7x |
| Tue, 03 Dec 2024 | NT$9.1t | NT$12.9t | NT$404.4b | 23x | 22.6x | 0.7x |
| Thu, 31 Oct 2024 | NT$9.4t | NT$12.3t | NT$395.0b | 23.6x | 23.7x | 0.8x |
| Sat, 28 Sep 2024 | NT$9.2t | NT$12.3t | NT$394.1b | 22.9x | 23.3x | 0.7x |
| Mon, 26 Aug 2024 | NT$9.1t | NT$12.3t | NT$394.9b | 23x | 23x | 0.7x |
| Wed, 24 Jul 2024 | NT$9.4t | NT$11.7t | NT$365.5b | 24.8x | 25.8x | 0.8x |
| Fri, 21 Jun 2024 | NT$9.7t | NT$11.7t | NT$365.3b | 25.2x | 26.4x | 0.8x |
| Sun, 19 May 2024 | NT$8.5t | NT$11.7t | NT$362.5b | 23.5x | 23.5x | 0.7x |
| Tue, 16 Apr 2024 | NT$8.0t | NT$11.7t | NT$329.3b | 24.5x | 24.4x | 0.7x |
| Thu, 14 Mar 2024 | NT$7.6t | NT$11.9t | NT$316.6b | 22.5x | 24x | 0.6x |
| Sat, 10 Feb 2024 | NT$7.1t | NT$11.8t | NT$308.4b | 21.5x | 23x | 0.6x |
| Mon, 08 Jan 2024 | NT$6.9t | NT$11.8t | NT$306.5b | 21.1x | 22.6x | 0.6x |
| Wed, 06 Dec 2023 | NT$6.9t | NT$11.8t | NT$306.5b | 21.7x | 22.5x | 0.6x |
| Fri, 03 Nov 2023 | NT$6.5t | NT$12.1t | NT$328.4b | 18x | 19.7x | 0.5x |
| Sun, 01 Oct 2023 | NT$6.8t | NT$12.1t | NT$325.6b | 18.3x | 20.8x | 0.6x |
| Tue, 29 Aug 2023 | NT$6.6t | NT$12.1t | NT$321.5b | 17.9x | 20.6x | 0.5x |
20.6x
Which industries have driven the changes within the Taiwanese Tech industry?
| TW Market | -2.45% | |
| Tech | -3.13% | |
| Electronic Equipment and Components | -2.55% | |
| Electronic Components | -1.41% | |
| Electronic Equipment and Instruments | -4.68% | |
| Electronic Manufacturing Services | -5.81% | |
| Technology Distributors | -5.99% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 3008 Largan Precision | NT$5.61k | 21.7% +NT$130.8b | 137.7% | PE29.8x | |
| 3037 Unimicron Technology | NT$1.09k | 6.4% +NT$106.6b | 703.7% | PE74.5x | |
| 6213 ITEQ | NT$513.00 | 6.9% +NT$12.0b | 322.2% | PE79.5x | |
| 1815 Fulltech Fiber Glass | NT$112.00 | 22.4% +NT$12.0b | 67.7% | PE32.4x | |
| 3167 Ta Liang Technology | NT$725.00 | 7.4% +NT$4.5b | 237.2% | PE51.3x |