Narrative Update • Aug 06
The Electronic Equipment and Components industry is up 8.1% in the last week, with Unimicron Technology up 21%. 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 |
|---|---|---|---|---|---|---|
| Sat, 08 Aug 2026 | NT$22.2t | NT$17.0t | NT$604.8b | 30.9x | 36.7x | 1.3x |
| Mon, 06 Jul 2026 | NT$26.2t | NT$16.5t | NT$551.1b | 42.4x | 47.6x | 1.6x |
| Wed, 03 Jun 2026 | NT$26.6t | NT$16.5t | NT$550.8b | 40.7x | 48.2x | 1.6x |
| Fri, 01 May 2026 | NT$21.5t | NT$15.5t | NT$530.9b | 27.9x | 40.5x | 1.4x |
| Sun, 29 Mar 2026 | NT$16.5t | NT$15.4t | NT$509.9b | 24.8x | 32.4x | 1.1x |
| Tue, 24 Feb 2026 | NT$15.2t | NT$14.7t | NT$493.9b | 24x | 30.8x | 1x |
| Thu, 22 Jan 2026 | NT$13.7t | NT$14.7t | NT$494.0b | 24.3x | 27.7x | 0.9x |
| Sat, 20 Dec 2025 | NT$12.1t | NT$14.7t | NT$493.9b | 21.9x | 24.6x | 0.8x |
| Mon, 17 Nov 2025 | NT$12.3t | NT$14.7t | NT$497.1b | 21x | 24.7x | 0.8x |
| Wed, 15 Oct 2025 | NT$11.5t | NT$14.4t | NT$460.9b | 21.7x | 25x | 0.8x |
| Fri, 12 Sep 2025 | NT$11.3t | NT$14.4t | NT$460.1b | 22.5x | 24.5x | 0.8x |
| Sun, 10 Aug 2025 | NT$10.1t | NT$14.0t | NT$469.0b | 20.7x | 21.5x | 0.7x |
| Tue, 08 Jul 2025 | NT$8.5t | NT$14.0t | NT$473.0b | 18.8x | 18x | 0.6x |
| Thu, 05 Jun 2025 | NT$8.1t | NT$14.0t | NT$473.0b | 18.8x | 17.2x | 0.6x |
| Sat, 03 May 2025 | NT$7.7t | NT$13.4t | NT$433.6b | 18.5x | 17.7x | 0.6x |
| Mon, 31 Mar 2025 | NT$8.2t | NT$13.4t | NT$427.6b | 19.8x | 19.2x | 0.6x |
| Wed, 26 Feb 2025 | NT$9.0t | NT$12.9t | NT$408.4b | 24.1x | 22.1x | 0.7x |
| Fri, 24 Jan 2025 | NT$9.1t | NT$12.9t | NT$404.8b | 22.7x | 22.4x | 0.7x |
| Sun, 22 Dec 2024 | NT$8.9t | NT$12.9t | NT$405.3b | 22.9x | 22x | 0.7x |
| Tue, 19 Nov 2024 | NT$9.1t | NT$12.9t | NT$404.6b | 21.4x | 22.4x | 0.7x |
| Thu, 17 Oct 2024 | NT$9.3t | NT$12.3t | NT$394.2b | 23.3x | 23.6x | 0.8x |
| Sat, 14 Sep 2024 | NT$8.8t | NT$12.3t | NT$394.1b | 22.7x | 22.3x | 0.7x |
| Mon, 12 Aug 2024 | NT$8.6t | NT$12.0t | NT$385.8b | 22.9x | 22.2x | 0.7x |
| Wed, 10 Jul 2024 | NT$10.0t | NT$11.7t | NT$365.4b | 25.4x | 27.5x | 0.9x |
| Fri, 07 Jun 2024 | NT$8.8t | NT$11.7t | NT$365.2b | 23.9x | 24x | 0.7x |
| Sun, 05 May 2024 | NT$8.2t | NT$11.7t | NT$331.8b | 24.4x | 24.8x | 0.7x |
| Tue, 02 Apr 2024 | NT$8.3t | NT$11.7t | NT$328.0b | 24.3x | 25.2x | 0.7x |
| Thu, 29 Feb 2024 | NT$7.3t | NT$11.9t | NT$321.4b | 22.1x | 22.7x | 0.6x |
| Sat, 27 Jan 2024 | NT$7.0t | NT$11.8t | NT$306.5b | 21x | 22.7x | 0.6x |
| Mon, 25 Dec 2023 | NT$7.0t | NT$11.8t | NT$306.5b | 21.2x | 22.8x | 0.6x |
| Wed, 22 Nov 2023 | NT$6.8t | NT$11.9t | NT$308.5b | 19.9x | 22.1x | 0.6x |
| Fri, 20 Oct 2023 | NT$6.6t | NT$12.1t | NT$325.6b | 17.8x | 20.3x | 0.5x |
| Sun, 17 Sep 2023 | NT$6.9t | NT$12.1t | NT$325.6b | 18.5x | 21.1x | 0.6x |
| Tue, 15 Aug 2023 | NT$6.6t | NT$12.3t | NT$324.6b | 17.4x | 20.4x | 0.5x |
20.4x
Which industries have driven the changes within the Taiwanese Tech industry?
| TW Market | 3.06% | |
| Tech | 3.33% | |
| Electronic Equipment and Components | 8.09% | |
| Electronic Components | 9.63% | |
| Technology Distributors | 6.71% | |
| Electronic Equipment and Instruments | 4.54% | |
| Electronic Manufacturing Services | 3.84% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 3037 Unimicron Technology | NT$955.00 | 21.3% +NT$275.6b | 597.1% | PE65.6x | |
| 2383 Elite Material | NT$5.24k | 10.4% +NT$177.4b | 355.7% | PE81.9x | |
| 2317 Hon Hai Precision Industry | NT$260.00 | 3.8% +NT$133.2b | 33.7% | PE18.5x | |
| 8046 Nan Ya Printed Circuit Board | NT$1.08k | 17.4% +NT$103.4b | 540.9% | PE126.9x | |
| 2368 Gold Circuit Electronics | NT$982.00 | 23.8% +NT$95.5b | 140.1% | PE43.8x |