Narrative Update • Jun 24
Over the last 7 days, the Electronic Equipment and Components industry has dropped 7.8%, driven by a pullback from Delta Electronics of 4.1%. In contrast, Yageo has gained 12%. Over the past 12 months, the industry was up 192%. 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 |
|---|---|---|---|---|---|---|
| Tue, 30 Jun 2026 | NT$24.9t | NT$16.5t | NT$551.1b | 39.6x | 45.3x | 1.5x |
| Thu, 28 May 2026 | NT$26.4t | NT$16.5t | NT$551.2b | 38.6x | 48x | 1.6x |
| Sat, 25 Apr 2026 | NT$20.7t | NT$15.4t | NT$514.9b | 27.3x | 40.3x | 1.3x |
| Mon, 23 Mar 2026 | NT$16.5t | NT$15.5t | NT$509.4b | 24.8x | 32.4x | 1.1x |
| Wed, 18 Feb 2026 | NT$14.7t | NT$14.7t | NT$493.7b | 22.8x | 29.8x | 1x |
| Fri, 16 Jan 2026 | NT$13.4t | NT$14.7t | NT$494.0b | 24.4x | 27.2x | 0.9x |
| Sun, 14 Dec 2025 | NT$12.5t | NT$14.7t | NT$493.9b | 21.9x | 25.3x | 0.8x |
| Tue, 11 Nov 2025 | NT$12.4t | NT$14.5t | NT$479.6b | 20.6x | 26x | 0.9x |
| Thu, 09 Oct 2025 | NT$12.1t | NT$14.4t | NT$460.4b | 22.3x | 26.2x | 0.8x |
| Sat, 06 Sep 2025 | NT$10.8t | NT$14.4t | NT$459.9b | 22.8x | 23.5x | 0.8x |
| Mon, 04 Aug 2025 | NT$9.6t | NT$14.0t | NT$474.9b | 19.8x | 20.3x | 0.7x |
| Wed, 02 Jul 2025 | NT$8.4t | NT$14.0t | NT$473.0b | 19.1x | 17.8x | 0.6x |
| Fri, 30 May 2025 | NT$8.1t | NT$14.0t | NT$472.8b | 18.7x | 17.1x | 0.6x |
| Sun, 27 Apr 2025 | NT$7.3t | NT$13.4t | NT$427.5b | 18.1x | 17.2x | 0.5x |
| Tue, 25 Mar 2025 | NT$8.6t | NT$13.4t | NT$428.4b | 20.8x | 20x | 0.6x |
| Thu, 20 Feb 2025 | NT$9.1t | NT$12.9t | NT$408.4b | 23.8x | 22.3x | 0.7x |
| Sat, 18 Jan 2025 | NT$8.8t | NT$12.9t | NT$404.8b | 22.1x | 21.8x | 0.7x |
| Mon, 16 Dec 2024 | NT$9.1t | NT$12.9t | NT$405.3b | 22.8x | 22.4x | 0.7x |
| Wed, 13 Nov 2024 | NT$9.4t | NT$12.5t | NT$402.3b | 22.3x | 23.3x | 0.8x |
| Fri, 11 Oct 2024 | NT$9.1t | NT$12.3t | NT$394.2b | 22.8x | 23.2x | 0.7x |
| Sun, 08 Sep 2024 | NT$8.7t | NT$12.3t | NT$394.3b | 22.1x | 22.1x | 0.7x |
| Tue, 06 Aug 2024 | NT$8.1t | NT$11.8t | NT$381.4b | 21.6x | 21.4x | 0.7x |
| Thu, 04 Jul 2024 | NT$9.5t | NT$11.7t | NT$365.4b | 25.6x | 26.1x | 0.8x |
| Sat, 01 Jun 2024 | NT$8.6t | NT$11.7t | NT$365.2b | 24.3x | 23.7x | 0.7x |
| Mon, 29 Apr 2024 | NT$8.1t | NT$11.7t | NT$331.7b | 24.3x | 24.4x | 0.7x |
| Wed, 27 Mar 2024 | NT$8.0t | NT$11.7t | NT$328.3b | 23.3x | 24.5x | 0.7x |
| Fri, 23 Feb 2024 | NT$7.4t | NT$11.9t | NT$317.0b | 22.2x | 23.2x | 0.6x |
| Sun, 21 Jan 2024 | NT$6.8t | NT$11.8t | NT$306.5b | 20.6x | 22.3x | 0.6x |
| Tue, 19 Dec 2023 | NT$7.0t | NT$11.8t | NT$306.5b | 21.7x | 22.7x | 0.6x |
| Thu, 16 Nov 2023 | NT$6.7t | NT$11.9t | NT$303.4b | 18.8x | 21.9x | 0.6x |
| Sat, 14 Oct 2023 | NT$6.8t | NT$12.1t | NT$325.6b | 18.5x | 21x | 0.6x |
| Mon, 11 Sep 2023 | NT$6.8t | NT$12.1t | NT$324.8b | 18.6x | 20.9x | 0.6x |
| Wed, 09 Aug 2023 | NT$6.9t | NT$12.4t | NT$334.6b | 17.5x | 20.5x | 0.6x |
| Fri, 07 Jul 2023 | NT$6.7t | NT$12.5t | NT$354.2b | 17.2x | 19x | 0.5x |
19x
Which industries have driven the changes within the Taiwanese Tech industry?
| TW Market | -5.96% | |
| Tech | -6.97% | |
| Electronic Equipment and Components | -7.80% | |
| Technology Distributors | -6.25% | |
| Electronic Components | -7.65% | |
| Electronic Manufacturing Services | -8.20% | |
| Electronic Equipment and Instruments | -9.70% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 2327 Yageo | NT$1.14k | 11.8% +NT$246.8b | 831.6% | PE89.8x | |
| 8046 Nan Ya Printed Circuit Board | NT$1.19k | 30.4% +NT$178.3b | 962.8% | PE251.2x | |
| 3037 Unimicron Technology | NT$1.07k | 9.9% +NT$152.5b | 855.4% | PE157.3x | |
| 4958 Zhen Ding Technology Holding | NT$630.00 | 7.3% +NT$46.0b | 530.0% | PE88.9x | |
| 6213 ITEQ | NT$370.50 | 31.9% +NT$32.5b | 322.9% | PE90.5x |