Narrative Update • Aug 06
In the last week, the Electronic Equipment and Components industry is up 20%, with Unimicron Technology up 21%. This takes the industry's 12 month performance to a gain of 123%. 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 |
|---|---|---|---|---|---|---|
| Fri, 07 Aug 2026 | NT$22.7t | NT$16.6t | NT$589.5b | 33.2x | 38.5x | 1.4x |
| Sun, 05 Jul 2026 | NT$26.2t | NT$16.5t | NT$551.1b | 42.4x | 47.6x | 1.6x |
| Tue, 02 Jun 2026 | NT$26.5t | NT$16.5t | NT$550.8b | 40.3x | 48.1x | 1.6x |
| Thu, 30 Apr 2026 | NT$21.3t | NT$15.4t | NT$519.0b | 28.1x | 40.9x | 1.4x |
| Sat, 28 Mar 2026 | NT$16.5t | NT$15.4t | NT$509.8b | 24.7x | 32.4x | 1.1x |
| Mon, 23 Feb 2026 | NT$14.7t | NT$14.7t | NT$493.9b | 22.9x | 29.8x | 1x |
| Wed, 21 Jan 2026 | NT$13.8t | NT$14.7t | NT$494.0b | 24.4x | 28x | 0.9x |
| Fri, 19 Dec 2025 | NT$11.9t | NT$14.7t | NT$493.9b | 21.8x | 24.1x | 0.8x |
| Sun, 16 Nov 2025 | NT$12.3t | NT$14.7t | NT$497.1b | 21x | 24.7x | 0.8x |
| Tue, 14 Oct 2025 | NT$11.9t | NT$14.4t | NT$460.9b | 22.3x | 25.8x | 0.8x |
| Thu, 11 Sep 2025 | NT$11.3t | NT$14.4t | NT$460.1b | 22.8x | 24.6x | 0.8x |
| Sat, 09 Aug 2025 | NT$10.1t | NT$14.0t | NT$471.2b | 20.7x | 21.4x | 0.7x |
| Mon, 07 Jul 2025 | NT$8.6t | NT$14.0t | NT$473.0b | 18.9x | 18.1x | 0.6x |
| Wed, 04 Jun 2025 | NT$7.9t | NT$14.0t | NT$473.0b | 18.5x | 16.8x | 0.6x |
| Fri, 02 May 2025 | NT$7.4t | NT$13.4t | NT$431.7b | 18.3x | 17.2x | 0.6x |
| Sun, 30 Mar 2025 | NT$8.2t | NT$13.4t | NT$426.8b | 19.9x | 19.2x | 0.6x |
| Tue, 25 Feb 2025 | NT$9.2t | NT$12.9t | NT$408.4b | 24.3x | 22.5x | 0.7x |
| Thu, 23 Jan 2025 | NT$9.1t | NT$12.9t | NT$404.8b | 22.7x | 22.4x | 0.7x |
| Sat, 21 Dec 2024 | NT$8.9t | NT$12.9t | NT$405.3b | 22.9x | 22x | 0.7x |
| Mon, 18 Nov 2024 | NT$9.2t | NT$12.9t | NT$406.2b | 22.6x | 22.7x | 0.7x |
| Wed, 16 Oct 2024 | NT$9.4t | NT$12.3t | NT$394.2b | 23.4x | 23.8x | 0.8x |
| Fri, 13 Sep 2024 | NT$8.8t | NT$12.3t | NT$394.1b | 22.7x | 22.3x | 0.7x |
| Sun, 11 Aug 2024 | NT$8.6t | NT$12.0t | NT$385.7b | 23.4x | 22.2x | 0.7x |
| Tue, 09 Jul 2024 | NT$10.0t | NT$11.7t | NT$365.4b | 25.5x | 27.5x | 0.9x |
| Thu, 06 Jun 2024 | NT$8.7t | NT$11.7t | NT$365.2b | 24x | 23.9x | 0.7x |
| Sat, 04 May 2024 | NT$8.2t | NT$11.7t | NT$331.6b | 24.4x | 24.8x | 0.7x |
| Mon, 01 Apr 2024 | NT$8.2t | NT$11.7t | NT$328.6b | 23.3x | 25x | 0.7x |
| Wed, 28 Feb 2024 | NT$7.3t | NT$11.9t | NT$325.9b | 22x | 22.4x | 0.6x |
| Fri, 26 Jan 2024 | NT$6.9t | NT$11.8t | NT$306.5b | 21.1x | 22.7x | 0.6x |
| Sun, 24 Dec 2023 | NT$7.0t | NT$11.8t | NT$306.5b | 21.2x | 22.8x | 0.6x |
| Tue, 21 Nov 2023 | NT$6.7t | NT$11.9t | NT$309.2b | 20x | 21.8x | 0.6x |
| Thu, 19 Oct 2023 | NT$6.7t | NT$12.1t | NT$325.6b | 17.6x | 20.4x | 0.5x |
| Sat, 16 Sep 2023 | NT$6.8t | NT$12.1t | NT$324.8b | 18.6x | 21x | 0.6x |
| Mon, 14 Aug 2023 | NT$6.7t | NT$12.3t | NT$324.6b | 17.6x | 20.6x | 0.5x |
20.6x
Which industries have driven the changes within the Taiwanese Tech industry?
| TW Market | 11.74% | |
| Tech | 13.90% | |
| Electronic Equipment and Components | 19.89% | |
| Electronic Components | 21.85% | |
| Technology Distributors | 18.91% | |
| Electronic Manufacturing Services | 15.08% | |
| Electronic Equipment and Instruments | 13.23% | |
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% | PE229x | |
| 2368 Gold Circuit Electronics | NT$982.00 | 23.8% +NT$95.5b | 140.1% | PE43.8x |